2019-01-08T09:13:19-06:00 2018-06-30 MARCUM LLP ONE SE THIRD AVENUE SUITE 1100 MIAMI FL 33131 990 2017-07-01 590830840 United Way of Miami-Dade Inc C/O Carlos G Molina % CARLOS G MOLINA UNIT 3058603000 3250 SW 3rd Avenue Miami FL 33129 CARLOS G MOLINA CFO 3056467065 2019-01-02 true Michael H Novak P01074800 3059959600 167.68.126.113 60323320190085000000 2019-01-08 P 61EB38E51F105C1391561C5FC99B006B3C8F3F95 61EB38E51F105C1391561C5FC99B006B3C8F3F95 2017 2019-02-21 02:37:17Z CARLOS G MOLINA 3250 SW 3rd Avenue Miami FL 33129 69813577 false X WWW.UNITEDWAYMIAMI.ORG X 1957 FL THE MISSION OF UNITED WAY OF MIAMI DADE IS BUILDING THE COMMUNITY BY HELPING PEOPLE CARE FOR ONE ANOTHER. 51 50 271 500 0 51849074 59051437 715087 660903 2859470 2180757 726222 577772 56149853 62470869 33637967 38079794 0 0 12972173 14756286 0 0 5280512 9507586 9770327 56117726 62606407 32127 -135538 98908217 102228598 46458811 49730638 52449406 52497960 X THE MISSION OF UNITED WAY OF MIAMI DADE IS TO BUILD THE COMMUNITY BY HELPING PEOPLE CARE FOR ONE ANOTHER. UNITED WAY BRINGS PEOPLE AND INSTITUTIONS TOGETHER TO IMPROVE THE EDUCATION, FINANCIAL STABILITY AND HEALTH OF OUR COMMUNITY AND ITS RESIDENTS. false false 18331023 6018396 599459 In the past year, United Way invested $16 million in early education and $2.73 million in school age services. 10,693 children received quality early intervention and experiences through our programs. 1608 early childhood educators received 8681 hours of professional learning, influencing the lives of thousands of children in 437 programs across the country. Over 15,600 youth received in-school and out-of-school programming, helping them improve their academic performance, bolster social supports that reduce risky behaviors, and prepare for post-secondary success. The united way youth institute, a year-long program that empowers local at-risk youth to become successful in school and agents of change in their community, graduated its first class of fellows. 4410103 3244586 United Way of Miami Dade invested $2.94 million to connect individuals and families with tools, trainings and opportunities to become financially independent. Because of the United Way Center for Financial Stability over 5,000 individuals received financial education and assistance with taxes, employment, and public benefits; more than 4,611 individuals worked with a financial coach and learned to budget, manage, and save money; For tax year 2017, 9,541 families accessed free tax preparation services receiving tax refunds totaling more than $11.5 million. More than 1,500 individuals received shelter and over 500,000 emergency meals were provided. 124 veterans and their families received employment, legal and financial help through the United Way Mission United Program. 2617710 1801387 The investment to the Community to improve access to health care was $3.73 million during the year. 25,647 people accessed care including screenings to improve their physical and mental health; 1,417 children engaged in healthy eating fitness and play; 8,813 older adults received 819,943 nutritious meals; 640 improved their strength and endurance thru 1,005 exercise classes. 8,033 hours of respite care was provided to caregivers. 28846 FISCAL AGENT PROJECTS 25192655 25098899 OTHER COMMUNITY PROJECTS 751190 MISSION UNITED 25972691 25098899 51331527 true true false true false true false false false true true false false true true true false true false false true false false false true false false true false true true false false false false false false false false false false true false false false true true true false false false true 107 0 true 271 true false false false false false true true false false false false false false false X 51 50 false false false false false false false true true false true true true true true true true true true true false FL X X X CARLOS G MOLINA 3056467065 3250 SW 3RD AVENUE MIAMI FL 33129 X Jayne Harris Abess Director 1.0 0.0 X 0 0 0 Cristina Pereyra Alvarez Director 1.0 0.0 X 0 0 0 Sheldon T Anderson Director 1.0 0.0 X 0 0 0 Andrew L Ansin Director 1.0 0.0 X 0 0 0 David A Barkus Director 1.0 0.0 X 0 0 0 Yolanda C Berkowitz Director 1.0 0.0 X 0 0 0 Steve J Brodie Director 1.0 0.0 X 0 0 0 George M Burgess Director 1.0 0.0 X 0 0 0 Alicia Cervera Lamadrid Director 1.0 0.0 X 0 0 0 Annelies H Da Costa Gomez Director 1.0 0.0 X 0 0 0 Stephen G Danner Director 1.0 0.0 X 0 0 0 Juan A Del Busto Director 1.0 0.0 X 0 0 0 Alan T Dimond Director 1.0 0.0 X 0 0 0 Miguel G Farra Director 1.0 0.0 X 0 0 0 Jorge J Gonzalez Director 1.0 0.0 X 0 0 0 Gerald C Grant Jr Director 1.0 0.0 X 0 0 0 Ed J Joyce Director 1.0 0.0 X 0 0 0 Felicia M Knaul Director 1.0 0.0 X 0 0 0 Jess S Lawhorn Director 1.0 0.0 X 0 0 0 Elizabeth B Leight Director 1.0 0.0 X 0 0 0 Jennifer S Love Director 1.0 0.0 X 0 0 0 Agostinho A Macedo Director 1.0 0.0 X 0 0 0 Jose R Mas Director 1.0 0.0 X 0 0 0 Melissa A Medina Director 1.0 0.0 X 0 0 0 Lisa M Mendelson Director 1.0 0.0 X 0 0 0 Carlos A Migoya Director 1.0 0.0 X 0 0 0 Ana Milton Director 1.0 0.0 X 0 0 0 Rudolph G Moise Director 1.0 0.0 X 0 0 0 W Allen Morris Director 1.0 0.0 X 0 0 0 William H O'Dowd IV Director 1.0 0.0 X 0 0 0 Phillis I Oeters Director 1.0 0.0 X 0 0 0 Thomas J Pelham Director 1.0 0.0 X 0 0 0 Susan Potter Norton Esq Director 1.0 0.0 X 0 0 0 Peter T Pruitt Jr Director 1.0 0.0 X 0 0 0 Julio A Ramirez Director 1.0 0.0 X 0 0 0 Larry A Rice Ed D Director 1.0 0.0 X 0 0 0 Fernando Ruiz Director 1.0 0.0 X 0 0 0 Robert E Sanchez Director 1.0 0.0 X 0 0 0 Gene M Schaefer Director 1.0 0.0 X 0 0 0 Romaine M Seguin Director 1.0 0.0 X 0 0 0 David M Seifer Director 1.0 0.0 X 0 0 0 Neil H Shah Director 1.0 0.0 X 0 0 0 Vincent M Signorello Jr Director 1.0 0.0 X 0 0 0 Andrew M Smulian Director 1.0 0.0 X 0 0 0 John C Sumberg Director 1.0 0.0 X 0 0 0 Jorge R Villacampa Director 1.0 0.0 X 0 0 0 Marielena A Villamil Director 1.0 0.0 X 0 0 0 Alexandra Villoch Director 1.0 0.0 X 0 0 0 Judy H Zeder Director 1.0 0.0 X 0 0 0 Josh M Zivalich Director 1.0 0.0 X 0 0 0 Octavio J Zubizarreta Director 1.0 0.0 X 0 0 0 Maria C Alonso President & CEO 40.0 0.0 X 185059 0 7258 Carlos G Molina Chief Financial Officer 40.0 0.0 X 204709 0 34359 Tamara Klingler Chief Brand Officer 40.0 0.0 X 191034 0 31414 Celio Romanach Chief Marketing Officer 40.0 0.0 X 153227 0 12102 Claudia Grillo Chief Operating Officer 40.0 0.0 X 290940 0 36442 Mary Donworth Group VP Community Investments 40.0 0.0 X 160797 0 21146 Dania Gorriz VP, Major Gifts & ATS 40.0 0.0 X 139847 0 19955 Gladys Montes VP, Center for Excellence 40.0 0.0 X 145566 0 13483 Diane Blevin VP, HR & Campus Operations 40.0 0.0 X 104298 0 16058 Juan Urquiola VP, Creative Services 40.0 0.0 X 114736 0 16764 Norie Del Valle VP, Development 40.0 0.0 X 104873 0 17956 Harve Mogul President Emeritus 40.0 0.0 X 403080 0 29988 Jacqueline O'Malley Group VP, Development 40.0 0.0 X 175049 0 7612 2373215 0 264537 13 true true false EcoCare Building Services PO Box 772181 MIAMI FL 33177 Cleaning Services 270296 A New World Academy 1452 NW 79 Street MIAMI FL 33147 Child Care Services 722628 Las Americas Learning Center 910 SW 35 Avenue MIAMI FL 33135 Child Care Services 251874 Easter Seals South Florida Inc 1475 NW 14 Avenue MIAMI FL 33125 Child Care Services 400517 St Albans Day Nursery Inc 3465 Brooker St MIAMI FL 33133 Child Care Services 293292 12 X 1727307 10722282 46601848 3198477 59051437 TUITION 599459 599459 FISCAL AGENT FEES 61444 61444 660903 1085305 1085305 0 0 579734 26140 553594 0 553594 553594 7392512 6297060 1095452 1095452 1095452 1028223 1727307 1019508 8715 8715 0 0 0 0 0 0 OTHER MISCELLANEOUS REVENUE 900099 15463 15463 15463 62470869 1761671 1657761 38079794 38079794 0 0 0 1185767 607372 279205 299190 0 10641284 5450661 2505636 2684987 476887 256535 107610 112742 1603727 862702 361883 379142 848621 452727 191460 204434 0 0 0 0 0 0 1170325 797513 280954 91858 443460 84585 76634 282241 324972 178235 56853 89884 342122 130481 146057 65584 0 1671100 1163305 236911 270884 116621 74577 18775 23269 0 990457 605958 148740 235759 325874 104278 133616 87980 0 909300 329171 341168 238961 22990 17120 3100 2770 PROGRAM EXPENSES 833547 833547 0 0 PHOTOCOPIES & PRINTING 127487 94935 17191 15361 BANK SERVICE CHARGES 96045 71521 12951 11573 DUES & SUBSCRIPTIONS 38610 28752 5206 4652 2357417 1107758 1070418 179241 62606407 51331527 5994368 5280512 0 0 8976068 8367482 15131666 13882856 441486 608321 0 0 0 0 0 0 0 0 0 0 40151882 11662492 28545769 28489390 34813700 40383543 2323188 377707 0 0 0 0 8676340 10119299 98908217 102228598 2954285 3995178 0 0 0 0 12541371 11866790 0 0 0 0 0 0 0 0 30963155 33868670 46458811 49730638 X 41408068 42244331 2853867 2043155 8187471 8210474 52449406 52497960 98908217 102228598 X -135538 184092 X X false true X true true true X 38821434 40844831 53977903 51727883 59263895 244635946 0 1313516 1349969 1258136 121191 99586 4142398 40134950 42194800 55236039 51849074 59363481 248778344 0 248778344 1356272 1791186 231481 2859470 1638899 7877308 0 177124 150807 81495 67476 15463 492365 257148017 0.96745 0.97050 X 179991 44998 224989 61341884 61566873 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 167353 213771 247844 224989 853957 250000 250000 250000 250000 1000000 1500000 33471 171017 198275 179991 582754 18 8776109 7477898 9909413 true true false 22479371 1121566 1663814 286532 166196 883993 23928030 20426154 251125 2895797 287308 165421 640976 22479371 22281734 118284 -534194 287639 175636 976395 20426154 22539778 74177 284929 233373 383777 22281734 18644890 780230 3346716 227058 5000 22539778 0.66000 0.34000 0.00000 7019338 7019338 28000735 8822165 19178570 2013509 1066428 947082 2313301 1773901 539400 805000 0 805000 28489390 PREPAID EXPENSES 406402 OTHER RECEIVABLES 9712897 10119299 0 APPROVED ALLOCATIONS PAYABLE 8847590 DONOR DESIGNATED ALLOCATIONS 25021080 33868670 X 41519333 184092 312044 496136 41023197 21447672 21447672 62470869 41470779 312044 312044 41158735 21447672 21447672 62606407 Part V, Line 4 - Endownment Funds Intended uses of the organization's endowment funds are board designated endowment - to provide operating resources for the future permanently restricted endowment - the interest generated from the corpus of this endowment will be used to support the operations of the center for excellence in early education. Part X, Line 2 - Liability for Uncertain Tax Positions GAAP requires management to evaluate tax positions taken and recognize a tax liability (or asset) if United Way has taken an uncertain position that more likely than not would not be sustained upon examination by taxing authorities. Management has analyzed the tax positions taken and has concluded that as of June 30, 2018 and 2017, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the accompanying consolidated financial statements. If United Way were to incur an income tax liability in the future, interest on any income tax liability would be reported as interest expense, and penalties on any income tax liability would be reported as income taxes. United Way is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.would be reported as income taxes. United Way is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. are currently no audits for any tax periods in progress. Part XI - Reconciliation of Revenue The amount reported on part xi, line 4b is made up of $21,447,672 of donor designated funds & donor restricted investments. Part XII - Reconciliation of Expenses The amount reported on part xii, line 4b is made up of $21,447,672 of donor designated funds & donor restricted investments. true Central America and the Caribbean 1 Program Services Disaster Relief 55110 North America 1 Program Services Disaster Relief 6128 2 2 61238 61238 false false false false false false SCHEDULE F STATEMENT OF ACTIVITIES OUTSIDE THE UNITED STATES Funds are sent to United Ways in the foreign countries. United Way of Miami-Dade confirms membership of those United Ways in the United Way Worldwide system. United Way Worldwide determines eligibility. VERITAGE 1477848 771868 705980 92617 149472 7170 473443 MAYOR'S BALL 1055900 753762 302138 20991 80441 11900 133085 5 221782 201677 20105 50389 2755530 1727307 1028223 113608 229913 19070 656917 1019508 8715 true 100 BLACK MEN OF ATLANTA INC 100 AUBURN AVE NE ATLANTA GA 30303 581721923 501(c)3 17000 GENERAL FUNDS 615 Schedule I, Part II The remaining Grant information is attached. Schedule I, Part I Impact partner agencies are reviewed annually by our Agency Audit Committee. They review the independent certified audited financial statements, the management letter, response to management letter and the IRS 990 on an annual basis. Programmatically, the agencies submit a report on their outcomes as well as their finance expenditures. We also conduct annual site visits. X X true true X X X X X false false false false false false false false false Maria C Alonso President & CEO 123865 0 0 0 61194 0 0 0 7258 0 192317 0 0 0 Carlos G Molina Chief Financial Officer 184614 0 0 0 20095 0 18280 0 16079 0 239068 0 0 0 Tamara Klingler Chief Brand Officer 177670 0 0 0 13364 0 17054 0 14360 0 222448 0 0 0 Celio Romanach Chief Marketing Officer 145264 0 0 0 7963 0 4813 0 7289 0 165329 0 0 0 Mary Donworth Group VP Community Investments 158722 0 0 0 2075 0 14285 0 6861 0 181943 0 0 0 Harve Mogul President Emeritus 349808 0 0 0 53272 0 24300 0 5688 0 433068 0 0 0 Dania Gorriz VP, Major Gifts & ATS 136235 0 0 0 3612 0 8274 0 11680 0 159801 0 0 0 Gladys Montes VP, Center for Excellence 139268 0 0 0 6298 0 12043 0 1440 0 159049 0 0 0 Jacqueline O'Malley Group VP, Development 152955 0 0 0 22094 0 5237 0 2375 0 182661 0 0 0 Claudia Grillo Chief Operating Officer 255494 0 0 0 35446 0 24300 0 12142 0 327382 0 0 0 A MIAMI DADE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 591662816 2012-12-12 15415000 Miami Dade Industrial Development false false A 0 0 15415000 0 0 0 238090 0 0 0 0 0 2012 true false true true A false false false false 0 A false false false false true false 0 false 0 false false A false REFINANCING DEBT INCLUDING A SWAP AGREEMENT WITH A HIGHER INTEREST RATE In December 2012, United Way executed a refinancing agreement with Bank United, ("Bondholder") and the Miami-Dade County Industrial Development Authority in conjunction with the issuance of the Tax-exempt Revenue Refunding Bonds, par values totaling $15,415,000. Pursuant to the Bondholder loan agreement, United Way used bond proceeds to pay off the then outstanding principal balance, 13,615,000, of the Issuer loan. In connection with the transaction, United Way incurred bond costs of $238,090 of which $165,783 was capitalized as loan costs and is amortized under the straight line method over the life of the Bonds. As of June 30, 2018, the remaining unamortized loan costs was insignificant. The effective interest rate of the new debt with Bank United is 2.32% per annum. Effective December 12, 2017, the Bondholder loan was amended to modify certain financial covenants and the effective interest rate to 2.54%, along with extending the maturity date through December 2032. Effective January 1, 2018, the new tax reform took place, affecting interest rates of established tax-exempt bank-owed debt, requiring to increase to corporate debt interest rate due to the decrease in the marginal corporate income tax rate from 39% to 21% and failure to implement the rate change could cause the bonds to become taxable. In May 2018, the Organization entered into an Interest Rate Adjustment with Bank United for an Interest Rate Adjustment based on a tax rate change. The Interest Rate Adjustment would result in an adjustment in the interest rate to 3.08%. The interest start date is as of June 12, 2018, with the first payment due on July 12, 2018. X 8826 FMV X 94815 3040964 FMV X Other: Classroom furniture, equipment discounted 656 148687 fmv false true false FORM 990, PART VI, SECTION B, QUESTION 12C Monitoring and enforcing policies Annually. the policies are presented and discussed with all members and each individual signs a certificate stating reading and understanding the policies. FORM 990, PART VI, SECTION B, QUESTION 15A AND 15B Compensation Process. The Executive Compensation Committee, a sub-committee of the Board, reviews the comparable data gathered by staff with respect to CEO and Officers. The committee presents their findings and recommendations to the Board. FORM 990, PART VI, SECTION C, QUESTION 19 Process governing documents are made available to the public. The organization makes available the FORM 990, the financial statements and their Federal and Florida exemption certifications through their website. The following documents are available upon request: Governing Documents and Conflict of Interest Policy. FORM 990, PART XII, QUESTION 2C Organization's financial statements and reporting. The organization's financial statements for the fiscal year ended 6/30/2018 were audited on a consolidated basis. In addition, the organization has an audit sub-committee that oversees the audit process and assumes responsibility for oversight of the audit of its financial statements and selection of the independent accountant. CENTER FOR EXCELLENCE LLC 3250 SW 3RD AVENUE MIAMI FL 33129 590830840 CHILDREN PROG FL 1235700 15069 UNITED WAY CHILDREN'S ADVOCACY COMPLEX LLC 3250 SW 3RD AVENUE MIAMI FL 33129 590830840 PARKING FL 381097 12205206 UNITED WAY 3250 REAL ESTATE HOLDINGS LLC 3250 SW 3RD AVENUE MIAMI FL 33129 590830840 PROPERTY MAIN FL 9851 13293526 UNITED WAY UNITED WAY REAL PROPERTY HOLDINGS LLC 3250 SW 3RD AVENUE MIAMI FL 33129 590830840 FUNDRAISING FL 0 UNITED WAY START KIDS BRIGHT 3250 SW 3RD AVENUE MIAMI FL 33129 263838618 CHARITABLE FL 0 UNITED WAY 3107 CORAL WAY LLC 3250 SW 3RD AVENUE MIAMI FL 33129 590830840 PARKING FL 0 UNITED WAY 3125 CORAL WAY LLC 3250 SW 3RD AVENUE MIAMI FL 33129 590830840 PROPERTY MGMT FL 0 UNITED WAY 3195 CORAL WAY LC 3250 SW 3RD AVENUE MIAMI FL 33129 590830840 REAL ESTATE FL 0 UNITED WAY DISREGARDED ENTITIES, END OF YEAR ASSETS END OF YEAR ASSET AMOUNTS ARE PRESENTED ON A STAND-ALONE BASIS PRIOR TO ELIMINATING ENTRIES.