2018-01-08T10:49:18-06:00 2017-06-30 HURRICANE IRMA MARCUM LLP ONE SE THIRD AVENUE SUITE 1100 MIAMI FL 33131 990 2016-07-01 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 OFFICER 3056467065 2017-11-07 true Ana Cunill P00959165 3059959600 2017-10-21 167.68.126.113 60323320180085000033 2018-01-08 P 11AA33758418647BEBBAAFE7C46A0DF4C6A2CB6A 7D0464213AD32EBEB512DE2EF6875231F0ED8F36 2016 2021-01-29 14:40:06Z CARLOS G MOLINA 3250 SW 3RD AVENUE MIAMI FL 33129 70757896 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 50 224 500 0 53977903 51849074 607724 715087 231481 2859470 777368 726222 55594476 56149853 38070471 33637967 0 0 11753466 12972173 0 0 2402587 8722994 9507586 58546931 56117726 -2952455 32127 99908804 98908217 48693602 46458811 51215202 52449406 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 14657713 3921472 641573 TO PROVIDE ImprovementS in the quality of early childhood education in Miami-Dade and the U.S. (See Schedule O for details) 4150982 2513463 TO Provide financial stability and health to many in our community. (See Schedule O for details) 5295121 3509569 TO Allow individuals access to services for the improvement of their physical, mental and emotional health. (See schedule O for details) 48258 73514 FISCAL AGENT PROJECTS 21704533 21176482 OTHER COMMUNITY PROJECTS 231716 MISSION UNITED 21984507 21176482 73514 46088323 true true false true false true false false false true true false false true true true true false false false true true true true 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 128 0 true 224 true false false false false true true true true false false false false false false false X 51 50 false false false false false false false true true false false 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 YOLANDA C BERKOWITZ DIRECTOR 1.0 0.0 X 0 0 0 PETER L BERMONT DIRECTOR 1.0 0.0 X 0 0 0 STEVEN J BRODIE ESQ DIRECTOR 1.0 0.0 X 0 0 0 MICHELE P BURGER DIRECTOR 1.0 0.0 X 0 0 0 STEPHEN G DANNER DIRECTOR 1.0 0.0 X 0 0 0 ANNELIES H DA COSTA GOMEZ DIRECTOR 1.0 0.0 X 0 0 0 JUAN A DEL BUSTO DIRECTOR 1.0 0.0 X 0 0 0 PETER J DOLARA DIRECTOR 1.0 0.0 X 0 0 0 MIGUEL FARRA BOARD CHAIR 1.0 0.0 X 0 0 0 RODOLFO FERNANDEZ DIRECTOR 1.0 0.0 X 0 0 0 FRANK GONZALEZ 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 EDWARD J JOYCE DIRECTOR 1.0 0.0 X 0 0 0 FELICIA M KNAUL DIRECTOR 1.0 0.0 X 0 0 0 ALICIA CERVERA LAMADRID DIRECTOR 1.0 0.0 X 0 0 0 JESS S LAWHORN JR DIRECTOR 1.0 0.0 X 0 0 0 ELIZABETH B LEIGHT DIRECTOR 1.0 0.0 X 0 0 0 AGOSTINHO ALFONSO MACEDO DIRECTOR 1.0 0.0 X 0 0 0 JOSE R MAS DIRECTOR 1.0 0.0 X 0 0 0 LISA MENDELSON DIRECTOR 1.0 0.0 X 0 0 0 CARLOS A MIGOYA DIRECTOR 1.0 0.0 X 0 0 0 RUDOLPH G MOISE DO 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 CRISTINA PEREYRA ALVAREZ 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 FERNANDO RUIZ DIRECTOR 1.0 0.0 X 0 0 0 ROBERT E SANCHEZ DIRECTOR 1.0 0.0 X 0 0 0 EUGENE MATTHEW 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 PENELOPE S SHAFFER PHD DIRECTOR 1.0 0.0 X 0 0 0 VINCENT M SIGNORELLO JR 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 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 Julio A Ramirez Director 1.0 0.0 X 0 0 0 HARVE A MOGUL CEO & PRESIDENT 40.0 0.0 X X 475999 0 0 SHELDON T ANDERSON DIRECTOR 1.0 0.0 X 0 0 0 JENNIFER LOVE DIRECTOR 1.0 0.0 X 0 0 0 ANA VEIGAMILTON DIRECTOR 1.0 0.0 X 0 0 0 ANDREW M SMULIAN DIRECTOR 1.0 0.0 X 0 0 0 CARLOS G MOLINA CFO 40.0 0.0 X 186793 0 0 CLAUDIA GRILLO COO 40.0 0.0 X 257117 0 0 TAMARA KLINGLER CHIEF STRATEGY OFFICER 40.0 0.0 X 181026 0 0 CELIO ROMANACH CHIEF MARKETING OFFICER 40.0 0.0 X 116791 0 0 JACQUELINE O'MALLEY GROUP VP, DEVELOPMENT 40.0 0.0 X 186253 0 0 GLADYS MONTES VP CENTER FOR EXCELLENCE 40.0 0.0 X 133271 0 0 MARY DONWORTH GROUP VP, COMMUNITY IMPACT 40.0 0.0 X 152916 0 0 DANIA E GORRIZ VP, ENDOWMENT & MAJOR GIFTS 40.0 0.0 X 134294 0 0 DIANE BLEVIN VP, HR & CAMPUS OPERATIONS 40.0 0.0 X 107580 0 0 JUAN URQUIOLA VP, CREATIVE SERVICES 40.0 0.0 X 108690 0 0 2040730 0 0 11 false true false ALL COVERED 100 WILLIAMS DR RAMSAY NJ 07446 IT MGMT SERVICES 224383 LAS AMERICAS LEARNING CENTER 910 SW 35 AVENUE MIAMI FL 33135 CHILD CARE SERVICES 210144 A NEW WORLD ACADEMY 1452 NW 79 STREET MIAMI FL 33147 CHILD CARE SERVICES 385309 YMCA OF SOUTH FLORIDA INC 730 NW 107 AVENUE MIAMI FL 33172 CHILD CARE SERVICES 414798 THE CHILDREN'S PLACE CHILD CARE CEN 6521 NW 2ND AVENUE MIAMI FL 331504509 CHILD CARE SERVICES 165556 10 X 1590478 7844722 42413874 3515543 51849074 TUITION 641573 641573 FISCAL AGENT FEES 73514 73514 715087 1003855 1003855 0 0 690673 26140 664533 0 664533 664533 15154053 13298438 1855615 1855615 1855615 1277678 1590783 1283465 -5787 -5787 0 0 0 0 0 0 OTHER MISCELLANEOUS REVENUE 900099 67476 67476 67476 56149853 1786418 2514361 33637967 33637967 0 0 0 2040730 265295 367331 1408104 0 8382707 4502404 3844419 35884 0 1820425 885234 705394 229797 728311 348759 282680 96872 0 0 0 0 0 0 2879943 2444350 429351 6242 373272 75572 227814 69886 286447 131241 110739 44467 197469 48611 148858 0 1246149 661890 444362 139897 104115 62280 27199 14636 0 987965 593985 223708 170272 321916 197635 94852 29429 0 878900 532428 265668 80804 0 PROGRAM EXPENSES 1066392 1066392 OTHER EXPENSES 1165018 634280 454441 76297 56117726 46088323 7626816 2402587 0 0 6392268 8976068 16581426 15131666 484441 441486 0 0 0 0 0 0 0 0 0 0 39298962 10753193 27611938 28545769 35003769 34813700 4677861 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287639 175636 976395 20426152 22539776 74177 284929 233373 383777 22281732 18644888 780230 3346716 227058 5000 22539776 14629321 636268 3587663 210397 5000 -7033 18644888 0.64000 0.36000 7019335 7019335 27984445 8089096 19895349 1924685 1026515 898170 2040482 1637582 402900 330015 0 330015 28545769 PREPAID EXPENSES 359970 OTHER RECEIVABLES 8316370 8676340 0 APPROVED ALLOCATIONS PAYABLE 9032150 DONOR DESIGNATED ALLOCATIONS P 21931005 30963155 X 36175448 1633827 1633827 34541621 21608232 21608232 56149853 34941244 34941244 21176482 21176482 56117726 Schedule D part V, XI, XII and XIII Part V Line 4 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. THE $ 21,608,232 AMOUNT REPORTED ON Part XI, Line 4b INCLUDES $ 21,176,482 Donor Designated Funds & donor restricted INVESTMENTS AND A $431,750 prior period adjustment explained IN Schedule O. THE AMOUNT REPORTED ON PART XII, LINE 4B INCLUDES $ 21,176,482 DONOR DESIGNATED FUNDS & DONOR RESTRICTED INVESTMENTS. Schedule D Part X 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, 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 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. true Central America and the Caribbean 1 Program Services EARLY CHILDHOOD INITIA 20000 North America 1 Program Services EARLY CHILDHOOD INITIA 66975 South America 1 Program Services EARLY CHILDHOOD INITIA 85975 3 3 172950 172950 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. X X X X X X X true VERITAGE 1316977 469404 847573 56171 63465 86551 648548 MAYOR'S BALL 1148800 864250 284550 1956 207567 26200 35644 1 402684 257129 145555 157363 2868461 1590783 1277678 58127 271032 112751 841555 1283465 -5787 true 100 BLACK MEN OF ATLANTA INC 100 AUBURN AVE NE ATLANTA GA 30303 581721923 501(c)3 19000 GENERAL FUNDS 623 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 CARLOS G MOLINA CFO 168125 18668 32890 219683 CLAUDIA GRILLO COO 241720 15397 35283 292400 TAMARA KLINGLER CHIEF STRATEGY OFFICER 170380 10646 30652 211678 JACQUELINE O'MALLEY GROUP VP, DEVELOPMENT 178279 7974 16383 202636 MARY DONWORTH GROUP VP, COMMUNITY IMPACT 146047 6869 20623 173539 HARVE A MOGUL CEO & PRESIDENT 390000 85999 34751 510750 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 0.00000 0.00000 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 BANKUNITED "BONDHOLDERTHE MIAMI-DADE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY "ISSUER" IN CONJUNCTION WITH THE ISSUANCE OF THE TAX-EXEMPT REVENUE REFUNDING BONDS "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 OF $13,615,000,OF THE ISSUER LOAN. IN CONNECTION WITH THE TRANSACTION, UNITED WAY INCURRED BOND COSTSS 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. THE EFFECTIVE RATE OF THE NEW DEBT WITH BANKUNITED IS 2.32% PER ANNUM. X 87 3386019 FMV X SUPPLIES 1 8333 FMV false true false FORM 990, PART III - PROGRAM SERVICE, LINE 4A 2,581 children received quality early education experiences through our impact partners. 2,682 early childhood educators received 2,682 hours of professional learning, influencing the lives of thousands of children in 369 programs across the country. Over 24,000 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. The United Way Center for Excellence in Early Education (the Center) celebrated 10 years of advocating for investment in high-quality early education, ensuring early education professionals have the resources and skills they need to best teach children, and working to change the system of early education in Miami-Dade and beyond. Since 2007, the Center has: Offered 20,476 hours of trainings to 32,525 early care and education professionals, who have in turn influenced the lives of nearly 15,000 children. Worked with 1,280 local early education center and family child care homes to enhance their services. Partnered with dozens of organizations and advocated successfully for state policy and budget issues, resulting in the passage of seven early education bills and over $100 million in early childhood funding increases. FORM 990, PART III - PROGRAM SERVICE, LINE 4B Through our support of the IRS Volunteer Income Tax Assistance (VITA) program, 9,724 families accessed free tax preparation services and 3,428 families received $4,923,206 in tax credits. Launched in 2016, Bank on Miami is a collaborative effort between Miami-Dade County, United Way, and more than a dozen banking partners that supports increased access to needed financial products and services. Since its launch in 2016, Mission United has served 168 veterans and their families in Miami-Dade County. Over 4,200 individuals participated in financial literacy workshops where they learned skills such as budgeting, saving, and managing personal finances. Over 3,200 individuals participated in vocational training and work readiness programs. FORM 990, PART III - PROGRAM SERVICE, LINE 4C Over 25,500 individuals gained access to services for improving physical, mental or emotional health. In partnership with Baptist Health South Florida, United Way opened its first H.E.A.L. (Healthy Eating Active Living) site at Wesley Matthews Elementary School. Through building a school-wide culture of health and wellness, H.E.A.L. is committed to promoting healthy lifestyles, starting with a focus on healthy child weights. As part of Miami-Dades Age-Friendly Initiative, United Way of Miami-Dade joined a collaborative effort to help the county develop an action plan to help older adults stay active, engaged, and healthy with dignity and enjoyment. Subsequently, in February 2017, Miami-Dade County was accepted into the Network of Age-Friendly Communities, a network of over 380 cities and communities around the world committed to promoting greater health, well-being, and quality of life for people of all ages. Over 1,050,000 meals were delivered or served to older adults in Miami-Dade County. Last year, United Way of Miami-Dades Familywize partnership, a prescription medication discount program, saved families $1,522,008. 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 6/30/2017 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. FORM 990, PART XI, LINE 8 UNITED WAY OF MIAMI-DADE RECEIVED $431,750 OF CONTRIBUTIONS DURING THE FISCAL YEAR ENDED 6/30/2016 FOR SPECIAL FUNDRAISING EVENTS THAT OCCURRED DURING FISCAL YEAR ENDED 6/30/2017. THESE AMOUNTS WERE ORIGINALLY RECORDED AS TEMPORARILY RESTRICTED NET ASSETS AND WERE INCLUDED AS REVENUE ON THE 2016 TAX RETURN. THE $431,750 IS RECORDED AS A PRIOR PERIOD ADJUSTMENT ON FORM 990, PART XI, LINE 8 TO RECONCILE THE TOTAL NET ASSET BALANCE FOR THE FISCAL YEAR ENDED 6/30/2017. 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