2025-12-19T12:16:52+00:00 2025-06-30 440160260 Forvis Mazars LLP One Oak Plaza Suite 300 Asheville NC 28801 990 2024-07-01 590637825 UNITED WAY OF NORTHEAST FLORIDA INC UNIT 9043903200 40 East Adams Street Suite 310 Jacksonville FL 32202 Melanie Patz President and CEO 9043903200 2025-12-19 true true Amy Bibby P00445891 8282542254 2025-12-19 2024 2025-03-06 01:10:19Z Melanie Patz 40 East Adams Street Suite 310 Jacksonville FL 32202 25954027 false X www.unitedwaynefl.org X 1964 FL United Way envisions a community of opportunity where everyone has hope and can reach their full potential. United Way's mission is to solve Northeast Florida's toughest challenges by connecting people, resources and ideas. 20 20 107 4541 0 23035036 23308426 726 3430 1623923 1680603 793498 961568 25453183 25954027 17743799 16009401 0 0 5815451 6763915 0 0 904922 4694162 3799180 28253412 26572496 -2800229 -618469 59555774 59285671 8378320 6040494 51177454 53245177 United Way envisions a community of opportunity where everyone has hope and can reach their full potential. United Way's mission is to solve Northeast Florida's toughest challenges by connecting people, resources and ideas. false false 23009772 16009401 3430 United Way provides and funds programs in Northeast Florida, that deliver vital services to the community that create a community of opportunity where everyone has hope and can reach their full potential. This begins with improving economic mobility for all Northeast Florida residents. We do this by investing in programs and initiatives that make it easier for people to break the cycle of poverty and live a better life. CREATING OPPORTUNITY by addressing: Basic Needs, Financial Well Being and Community Resiliency. Basic Needs Provide families with access to nutritious food, stable housing and mental health support during times of crisis. Financial Well-Being Help individuals obtain a quality education, steady employment and assets to weather financial challenges; and Community Resiliency breaking down barriers to success for individuals and families living below the ALICE threshold. 23009772 true true false false false false false false false true true false false false true true true false false false false false false false false false false true true true false false false false false false false false false false true false false false false false false false false false true 26 0 true 107 true false false false false false false false false false false false false X 20 20 false false false false false false false true true false false false true true true true true true true true false false FL X X X X Olga Mendoza 9043903292 40 East Adams Street Suite 310 Jacksonville FL 32202 DARNELL SMITH Chair of the Board 2.0 X X 0 0 0 Jerry Delgado Treasurer and Chair, audit Committee 2.0 X X 0 0 0 Lisa Palmer Immediate Past Chair 2.0 X X 0 0 0 Sabeen Perwaiz Secretary and Chair of nominating and governance committee 2.0 X X 0 0 0 Aundra Wallace Director 1.0 X 0 0 0 Brent Larosa Director 1.0 X 0 0 0 Brian Evans Director 1.0 X 0 0 0 CHRISTOPHER BERNIER Director 1.0 X 0 0 0 Diana Sorfleet Director 1.0 X 0 0 0 EUSTACHIUS ROBERTS Director 1.0 X 0 0 0 Greg Montana Director 1.0 X 0 0 0 Jan Hanak Director 1.0 X 0 0 0 Joseph Davidson Director 1.0 X 0 0 0 Lior Spring Director 1.0 X 0 0 0 Matt Zuino Director 1.0 X 0 0 0 MICHAEL HUSKEY Director 1.0 X 0 0 0 Ned PEVERLEY Chair, Community Investments Council 2.0 X 0 0 0 Patty KEENAN Director 1.0 X 0 0 0 Phillip Lee Chair, Resource Development Council 2.0 X 0 0 0 RUDY F JAMISON JR EdD Director 1.0 X 0 0 0 Sara LEY Chair, VCE Council 2.0 X 0 0 0 Melanie Patz President 64.6 X 273208 0 23242 Olga Mendoza VP, Finance 57.0 X 153133 0 24857 Patrick Moran VP, Philanthropy 45.2 X 167385 0 1356 Coretta Hill Chief Operating Officer 50.8 X 173876 0 11722 James Ellout VP, Community Impact 46.0 X 130519 0 29611 Keto Porter Director, Full Service Schools 44.1 X 103128 0 27497 Mary Clarke Director, People & Culture 41.1 X 104769 0 3045 Sarah Henderson VP, Marketing and Communication 42.0 X 118560 0 18715 1224578 0 140045 8 false true false ON IDEAS INC 245 Riverside Ave Jacksonville FL 32202 Advertising 242356 Kress Agency 10 West Adams Jacksonville FL 32202 Advertising 165001 Forvis Mazars LLP 910 E St Louis Street Springfield MO 65806 Auditing and Tax Services 139300 ENTERPRISE INTEGRATION 10950-60 San Jose Blvd Jacksonville FL 32223 IT Services 116751 Winsightz 13027 Terace Brook Place Temple Terrace FL 33637 IT Consulting 114037 6 17433 10739575 12551418 102772 23308426 Service Fees 900099 3430 3430 0 0 0 0 3430 1680603 1680603 0 0 0 0 Miscellaneous Income 900099 961568 961568 0 0 0 0 961568 25954027 3430 0 2642171 15971663 15971663 37738 37738 593726 68302 289737 235687 4886101 3712779 905961 267361 140162 96712 30583 12867 732912 505709 159922 67281 411014 283600 89683 37731 583 583 95300 95300 337493 337493 898259 629547 241540 27172 233307 92172 134884 6251 576108 397514 125707 52887 473652 401479 27485 44688 60653 44991 11977 3685 120709 83289 26339 11081 63264 42082 14858 6324 United Way Worldwide Membership 397859 274523 86813 36523 Bank Charges and Fees 57746 39845 12600 5301 Operating Supplies and Equipment 484247 327827 66337 90083 0 0 0 0 26572496 23009772 2657802 904922 3885374 3626174 3885458 3948195 6498863 5705023 2627602 2649746 0 0 0 0 229667 235632 1986451 1955783 151377 30668 41991750 42969199 0 0 285683 121034 59555774 59285671 3542105 2403118 0 0 4836215 3637376 8378320 6040494 X 27098310 27359913 24079144 25885264 51177454 53245177 59555774 59285671 -618469 2686192 0 X false true true true true X 49740276 43875652 41184019 23035036 23308426 181143409 0 0 49740276 43875652 41184019 23035036 23308426 181143409 8423643 172719766 55927 274737 944627 1623923 1680603 4579817 0 0 0 0 0 0 0 185723226 227188 0.92998 0.91924 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24203753 50000 2813148 979000 268259 25819642 22250075 250000 3117059 1010000 403381 24203753 1782126 19771694 1717909 882750 138904 22250075 2051505 332 -256581 13130 1782126 1605655 48531 450921 53602 2051505 0.031 0.969 0.0 true false 1986451 1955783 30668 30668 Federal Income Taxes Designations Payable 1921762 Refundable Advances 732731 Operating Lease Liabilities 130447 Finance Lease Liabilities 39413 First Coast Relief Fund payable 447581 Jacksonville Transformation Coalition Fund payable 365442 3637376 X 25734333 2686192 0 2686192 23048141 337493 2568393 2905886 25954027 23666610 0 0 23666610 337493 2568393 2905886 26572496 Schedule D, Part V, Line 4 Intended uses of endowment funds As part of its Planned Giving Program, United Way established and will grow endowment funds to provide income for sustaining operations against fluctuations in the annual campaign revenue; to enhance annual campaign revenue from income generated by the endowed gifts; and to provide program funding flexibility not possible through annual campaign revenue including emergency funding, venture grants, administrative costs, challenge grants and infrastructure need. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote United Way is exempt from federal and state income taxes under Internal Revenue Code Section 501(c)(3). Accordingly, the accompanying financial statements do not reflect a provision or liability for federal and state income taxes. United Way has determined that it does not have any material unrecognized tax benefits or obligations as of June 30, 2025. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Donor Designations - 2568393 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Donor Designations - 2568393 true ABILITY HOUSING INC 3740 Beach Blvd Suite 304 Jacksonville FL 32207 593087085 501 (c) (3) 112500 Affordable Housing AMIKIDS JACKSONVILLE INC 13375 Beach Blvd Jacksonville FL 32246 591447527 501 (c) (3) 42500 Workforce Development BAKER COUNTY COUNCIL ON AGING 9264 Buck Starling Road Macclenny FL 32063 591596339 501 (c) (3) 51110 Access to Healthy Food BARNABAS CENTER INC 1303 Jasmine Street Ste 101 Fernandina Beach FL 32034 592920275 501 (c) (3) 99288 Access to Healthy Food Beaches Emergency Assistance Ministry 850 6th Avenue S Suite 400 Jacksonville Beach FL 32250 592564222 501 (c) (3) 41000 Homeless Prevention BIG BROTHERS BIG SISTERS OF NORTHEAST FLORIDA 40 East Adams Street Ste 220 Jacksonville FL 32202 590683256 501 (c) (3) 162500 Workforce Development BOYS & GIRLS CLUB OF NORTHEAST FLORIDA PO Box 2059 Jacksonville FL 32203 596167630 501 (c) (3) 497500 Education Enrichment CARES Justice Institute Inc 5310 Lenox Ave Suite 22 Jacksonville FL 32205 852005678 501 (c) (3) 10000 Health Literacy CATHEDRAL ARTS PROJECT INC 207 N Laura St Ste 300 Jacksonville FL 32202 593672453 501 (c) (3) 92500 Education Enrichment CHILD GUIDANCE CENTER INC 5776 St Augustine Road Jacksonville FL 32207 590704727 501 (c) (3) 1585055 Full Service Schools Childrens Home Society of Florida 5766 S Semoran Boulevard Orlando FL 32822 590192430 501 (c) (3) 900186 Full Service Schools CITY YEAR INC (JACKSONVILLE) 40 E Adams St Suite LL15 Jacksonville FL 32202 222882549 501 (c) (3) 150000 Education Enrichment CLARA WHITE MISSION 613 W Ashley Street Jacksonville FL 32202 596002104 501 (c) (3) 22500 Access to Healthy Food CLAY COUNTY EDUCATION FOUNDATION 900 Walnut Street Green Cove Springs FL 32043 592860147 501 (c) (3) 15000 Education Enrichment COMMUNITIES IN SCHOOLS OF JACKSONVILLE 532 Riverside Avenue Suite 3OH Jacksonville FL 32202 593027895 501 (c) (3) 98500 Education Enrichment Community Coalition Alliance Inc 11250 Old St Augustine Road Suite 15-314 Jacksonville FL 32257 264026115 501 (c) (3) 10000 Health Literacy COMMUNITY HOSPICE OF NORTHEAST FLORIDA FOUNDATION FOR CARING INC 4266 Sunbeam Road Jacksonville FL 32257 593583920 501 (c) (3) 11000 Youth Development DANIEL MEMORIAL INC 4203 Southpoint Boulevard Jacksonville FL 32216 593067752 501 (c) (3) 1557409 Homeless Prevention and Full Service Schools DCPS SOUTHSIDE MIDDLE SCHOOL NO 211 2948 Knights Lane E Jacksonville FL 32216 596000589 501 (c) (3) 10000 Education Enrichment DOWNTOWN ECUMENICAL SERVICES COUNCIL 215 North Ocean Street Jacksonville FL 32202 592437003 501 (c) (3) 141250 Homeless Prevention DUVAL COUNTY PUBLIC SCHOOLS 1701 Prudential Drive Jacksonville FL 32207 596000589 501 (c) (3) 101000 Full Service Schools EARLY LEARNING COALITION OF DUVAL COUNTY 6500 Bowden Road Suite 290 Jacksonville FL 32216 593688924 501 (c) (3) 170239 Early Education Edward Waters University 1658 Kings Road Jacksonville FL 32209 591146751 501 (c) (3) 10000 Health Literacy EMPOWERMENT RESOURCES INC 3832-010 Baymeadows Road Unit 348 Jacksonville FL 32217 542147918 501 (c) (3) 12572 Education Enrichment EPISCOPAL CHILDREN'S SERVICES 8649 Baypine Rd Building 7 Suite 300 Jacksonville FL 32256 591146765 501 (c) (3) 93814 Early Education FAMILY FOUNDATIONS 1300 Riverplace Blvd Ste 700 Jacksonville FL 32207 593759863 501 (c) (3) 864041 Full Service Schools FAMILY SUPPORT SERVICES OF NORTH FLORIDA INC 1300 Riverplace Blvd Ste 700 Jacksonville FL 32207 593759863 501 (c) (3) 162500 Homeless Prevention FEEDING NORTHEAST FLORIDA 5245 Old Kings Road Jacksonville FL 32254 465014769 501 (c) (3) 225000 Access to Healthy Food FLORIDA SHERIFFS YOUTH RANCHES PO BOX 2000 Boys Ranch FL 32064 237303117 501 (c) (3) 8000 Education Enrichment Friends of the Quilt 949 Lane Avenue South Jacksonville FL 32205 991099507 501 (c) (3) 7200 Health Literacy GIRL SCOUTS OF GATEWAY COUNCIL 7077 Bonneval Road Suite 420 Jacksonville FL 32216 590637857 501 (c) (3) 45000 Youth Development GIRLS INCORPORATED OF JACKSONVILLE 100 Festival Park Ave Jacksonville FL 32202 591317196 501 (c) (3) 76250 Education Enrichment GOODWILL INDUSTRIES OF NORTH FLORIDA 5150 Timuquana Road Ste 15 Jacksonville FL 32210 590637858 501 (c) (3) 65000 Workforce Development Greater Jacksonville Community Church Inc 4510 Soutel Drive Jacksonville FL 32208 510188273 501 (c) (3) 10000 Health Literacy HISTORIC EASTSIDE CDC 925 Spearing St Jacksonville FL 32206 814479109 501 (c) (3) 9000 Access to Healthy Food HUBBARD HOUSE INC PO Box 4909 Jacksonville FL 32201 591814635 501 (c) (3) 35000 Homeless Intervention IM SULZBACHER CENTER FOR THE HOMELESS INC 611 East Adams Street Jacksonville FL 32202 593229898 501 (c) (3) 236000 Homeless Intervention and Access to Health Care Infinity Food Pantry Inc 4460 Woodley Creek Road Jacksonville FL 32218 932199539 501 (c) (3) 8000 Health Literacy JACKSONVILLE AREA LEGAL AID 126 West Adams Street 7th Floor Jacksonville FL 32202 590696291 501 (c) (3) 85000 Homeless Prevention JACKSONVILLE PUBLIC EDUCATION FUND 40 East Adams Street Ste 110 Jacksonville FL 32202 592756660 501 (c) (3) 49983 Education Enrichment JASMYN PO Box 380103 Jacksonville FL 32205 593284175 501 (c) (3) 25000 Homeless Prevention and Intervention Liam Lives Foundation Inc 731 Duval Station Road Jacksonville FL 32218 814544854 501 (c) (3) 10000 Health Literacy LISC LOCAL INITIATIVE SUPPORT 100 N Laura St Suite 600 Jacksonville FL 32202 133030229 501 (c) (3) 288500 Affordable Housing LITERACY ALLIANCE OF NORTHEAST FLORIDA INC 40 E Adams St Ste 215 Jacksonville FL 32202 237153919 501 (c) (3) 74750 Workforce Development LUTHERAN SOCIAL SERVICES OF NORTHEAST FLORIDA INC 4615 Phillips Highway Jacksonville FL 32207 591965600 501 (c) (3) 72250 Access to Healthy Food MALIVAI WASHINGTON KIDS FOUNDATION INC 1055 West 6th Street Jacksonville FL 32209 593559150 501 (c) (3) 135000 Education Enrichment MELANIN COLLABORATIVE GROUP INC 822 A Philip Randolph Blvd Jacksonville FL 32206 852280318 501 (c) (3) 9100 Health Literacy Mission of the Dirt Road 7790 State Road 100 Keystone Heights FL 32656 821476972 501 (c) (3) 9000 Health Literacy NASSAU COUNTY COUNCIL ON AGING 1901 Island Walk Way Fernandina Beach FL 32034 237375273 501 (c) (3) 70050 Access to Healthy Food NEW HEIGHTS OF NORTHEAST FLORIDA 3311 Beach Blvd Jacksonville FL 32207 590718304 501 (c) (3) 30000 Education Enrichment NORTH FLORIDA OFFICE OF PUBLIC GUARDIAN INC 1425 E Piedmont Drive Suite 201B Tallahassee FL 32308 161652866 501 (c) (3) 30000 Housing - Prevention North Riverside Community Development Corporation 2568 Orion Street Jacksonville FL 32204 593284242 501 (c) (3) 11000 Affordable Housing NORTHEAST FLORIDA AREA AGENCY ON AGING 10688 Old St Augustine Road Jacksonville FL 32257 591569867 501 (c) (3) 100000 Senior Support NORTHSIDE COMMUNITY INVOLVEMENT 4736 Avenue B Jacksonville FL 32209 593390714 501 (c) (3) 12500 Access to Healthy Food OPERATION NEW HOPE 1830 North Main Street Jacksonville FL 32206 593590360 501 (c) (3) 87500 Workfrorce Development PACE CENTER FOR GIRLS 6745 Philips Industrial Blvd Jacksonville FL 32256 592414492 501 (c) (3) 25000 Workforce Development Read USA Inc PO Box 331067 Jacksonville FL 32233 474729513 501 (c) (3) 62500 Workforce Development Saint James AME Church 535 McIntosh Ave Orange Park FL 32073 593230354 501 (c) (3) 10000 Health Literacy SALVATION ARMY NORTHEAST FLORIDA AREA COMMAND PO Box 52508 Jacksonville FL 32201 580660607 501 (c) (3) 135000 Homeless Intervention SEAMARK RANCH One San Jose Place Ste 31 Jacksonville FL 32257 621858150 501 (c) (3) 10000 Youth Development ST VINCENTS FOUNDATION 1 Shircliff Way Jacksonville FL 32204 592219923 501 (c) (3) 20000 Youth Development THE ARC JACKSONVILLE INC 1050 N Davis Street Jacksonville FL 32209 596209603 501 (c) (3) 43500 Workforce Development THE CARPENTER'S SHOP CENTER INC 1601 University Blvd Jacksonville FL 32211 202828807 501 (c) (3) 12000 Workforce Development The DONNA Foundation 1015 Atlantic Blvd 58 Atlantic Beach FL 32233 262736601 501 (c) (3) 5500 Health Literacy JEWISH FAMILY & COMMUNITY SERVICES INC 8540 Baycenter Rd Jacksonville FL 32256 590637868 501 (c) (3) 3895172 Education Enrichment, Homeless Prevention, Mental Health THE SANCTUARY OF NORTHEAST FLORIDA INC 120 E 8th St Jacksonville FL 32206 593108041 501 (c) (3) 45000 Education Enrichment UNIVERSITY OF FLORIDA FOUNDATION 1938 West University Ave Gainesville FL 32603 590974739 501 (c) (3) 10000 Health Literacy UNIVERSITY OF NORTH FLORIDA FOUNDATION INC 1 UNF Drive Alumni Hall Bldg 60 Jacksonville FL 32224 237167701 501 (c) (3) 21500 Access to Healthy Food URBAN GEOPONICS 3607 Ribault Scenic Drive Jacksonville FL 32208 462265009 501 (c) (3) 8000 Access to Healthy Food U-TURNS INC 644 Cesary Blvd 150 Jacksonville FL 32211 202442876 501 (c) (3) 83499 Workforce Development VISION IS PRICELESS COUNCIL INC 6161 Arlington Expressway Jacksonville FL 32211 593386495 501 (c) (3) 6250 Youth Development VOLUNTEERS IN MEDICINE JACKSONVILLE INC 3728 PHILIPS HIGHWAY SUITE 34 Jacksonville FL 32207 753002172 501 (c) (3) 35000 Access to Health Care Year Up Inc Florida State College 101 W State St 3001 Jacksonville FL 32210 043534407 501 (c) (3) 18750 Workforce Development YMCA OF FLORIDA'S FIRST COAST 40 E Adams St Suite 210 Jacksonville FL 32202 590638514 501 (c) (3) 70000 Education Enrichment YOUTH CRISIS CENTER 3015 Parental Home Road Jacksonville FL 32216 592176287 501 (c) (3) 32000 Affordable Housing 75 0 Stuff the Bus 265 5313 HOUSING (RENT, SHELTER, MOVING, AND OTHER) 37 29108 UTILITY ASSISTANCE 8 2999 SCHOOL FOOD PANTRY 15 318 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds FUNDING IS REPORTED BY AGENCIES AND IT MAY INCLUDE MULTIPLE FUNDING PURPOSES WITH MAJOR ONES LISTED. A volunteer committee of accounting professionals reviews the financial statements of the agencies requesting funding to ensure proper use of United Way funds. Funding is granted based on the criticality of the need being addressed by the program, the program's impact on addressing the need, the participants' results in the program, the utilization of the program's capacity and the importance of United Way funding to the success of the program. Funding is granted through targeted Notice of Funding Opportunities (NOFO) with formal review processes occurring annually. Bi-Annual reports of performance measures and utilization of capacity are reviewed by staff and volunteers. In addition, United Way of Northeast Florida is an open donor choice organization and distributes donor designations as requested. X X X X false false false false false false false false false Olga Mendoza VP, Finance 153133 0 0 0 0 0 0 0 24857 0 177990 0 0 0 Melanie Patz President 273208 0 0 0 0 0 0 0 23242 0 296450 0 0 0 Patrick Moran VP, Philanthropy 167385 0 0 0 0 0 0 0 1356 0 168741 0 0 0 James Ellout VP, Community Impact 130519 0 0 0 0 0 0 0 29611 0 160130 0 0 0 Coretta Hill Chief Operating Officer 173876 0 0 0 0 0 0 0 11722 0 185598 0 0 0 6 102772 Market value 0 Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - The organization is reporting the number of contributors. Form 990, Part VI, Line 11b Review of form 990 by governing body THE IRS FORM 990 IS REVIEWED AT THE AUDIT COMMITTEE MEETING BEFORE IT IS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR THEIR APPROVAL PRIOR TO FILLING. Form 990, Part VI, Line 12c Conflict of interest policy Annually all Directors, Audit Committee Members and Staff Members review the conflict of interest policy included in the Code of Ethics and certify they recognize and understand their obligations and disclose any conflicts. Should situations arise during the course of the year, the individual immediately discloses the new situation. Form 990, Part VI, Line 15a Process to establish compensation of top management official Compensation is reviewed and approved with the budget. Local market data is part of the analysis process. In addition, organizational growth, strategic direction and individual responsibilities and performance are considered when the President determines annual compensation for each Leadership Team member. The President's compensation is evaluated and set annually by the Board of Directors. Form 990, Part VI, Line 15b Process to establish compensation of other employees Compensation is reviewed and approved with the budget. Local market data is part of the analysis process. In addition, organizational growth, strategic direction and individual responsibilities and performance are considered when the President determines annual compensation for each Leadership Team member. The President's compensation is evaluated and set annually by the Board of Directors. Form 990, Part VI, Line 18 How forms are made available to the public FORM 990 FOR THREE MOST RECENT YEARS ARE POSTED ELECTRONICALLY ON UNITED WAY'S WEBSITE WWW.UNITEDWAYNEFL.ORG/ABOUT-US/FINANCIAL-INFORMATION. FORMS 990 ALSO CAN BE FOUND ON FREE PUBLIC DATABASES, ON IRS WEBSITE, OR PROVIDED UPON REQUEST. Form 990, Part VI, Line 19 Required documents available to the public United Way provides governing documents and its conflict of interest policy upon request. Audited financial statements are available on request. Both prior year and current year audits are posted electronically on United Way's website www.unitedwaynefl.org/about-us/financial-information/