2013-12-13T09:18:18-06:00 2013-06-30 593651466 CROSS FERNANDEZ & RILEY LLP 201 S ORANGE AVE SUITE 800 ORLANDO FL 328013421 990 2012-07-01 591166446 UNITED ARTS OF CENTRAL FLORIDA INC UNIT 4076280333 2450 MAITLAND CENTER PARKWAY No 201 MAITLAND FL 327511404 Linda Landman Gonzalez 4076280333 2013-12-13 1 Anne-Marie Barrett CPA P00546302 4078416930 2012 2016-02-25 16:41:14Z Flora Maria Garcia 2450 MAITLAND CENTER PARKWAY No 201 MAITLAND FL 327511404 5600738 0 X WWW.UNITEDARTS.CC X 1965 FL In FY13, United Arts raised over $5.8 million for art, science and history in Central Florida and provided over $4.5 million in funding through grants, designated giving and contract service opportunities. Through the organizations we fund, residents and visitors to Central Florida had 2,699,661 art, science and history experiences. Arts education experiences for K-12 students represent 25% of this number at 676,109 experiences. 43 43 24 154 0 0 4635375 5222504 553697 621360 1808 4415 0 -247541 5190880 5600738 4185569 4595860 0 0 665211 731203 0 0 481530 612300 433804 5463080 5760867 -272200 -160129 4658432 5060466 3250656 3812819 1407776 1247647 X The mission of United Arts of Central Florida is to enrich communities by investing in art, science and history. Our core values are: Trust, Professionalism, Excellence, Inclusion and Leadership. 1 0 2320161 2320161 Fundraising - United Arts actively seeks funding opportunities for arts and cultural organizations through fundraising campaigns, major and planned giving programs and corporate and foundation grants. United Arts coordinates the largest collaborative fundraising campaign in the state in support of arts and culture in Central Florida. Twelve of the region's large arts and cultural organizations and four partner organizations actively participate in raising operating support for the arts community. Donations designated to one or more of these "cultural partners" during the collaborative campaign are matched at 15% through the generosity of United Arts' Trustee and corporate donors. In FY13, United Arts raised over $5 million for arts and culture, $2.2 million of which was designated directly to regional arts, sciences and history organizations. In addition, United Arts disbursed over $233,000 in matching funds in FY13. In FY14, United Arts will disburse over $257,000 in matching funds. In May 2013, United Arts acquired the Central Florida license for power2give from the Arts & Science Council of Charlotte, NC. Power2give is a next-generation, web-based fundraising tool through which nonprofit arts and cultural organizations can raise up to $10,000 for specific projects. In its first six weeks of operation, $115,713 in project and matching funds were secured. Please note: United Arts operates in a fiscally conservative manner and prepares its budget on a forward-funding model, meaning funds raised during the annual campaign in one fiscal year fund grants and operations in the following fiscal year. For this reason, in periods of declining economies where funds raised one year may be lower than the prior year, United Arts may show either a deficit one year or a large net income the next. The forward-funding model ensures the agency has the committed funds on hand each year to fund the grants and operations in its annual budget. 1909976 1662290 Grant Making - United Arts has three grant programs that support arts organizations and individual artists throughout the four-county region: 1) General Operating Support (GOS) grants provide stabilizing operating support for the regions arts and cultural organizations with operating budgets in excess of $600,000. In FY13, $ 1,428,830 in funding was awarded to 12 organizations with 3 additional organizations receiving pass through funding from government partners. GOS grantees provided 1,612,916 arts and cultural experiences to residents and visitors in the Central Florida region. 2) Organizational Project Grants (OPG) provide project-based support for smaller, established arts organizations and recognizes and supports imaginative and experimental projects in the arts, sciences and humanities. In FY13, $186,250 in funding was awarded to 34 organizations. These organizations provided residents and visitors with 1,105,055 arts and cultural experiences throughout the Central Florida region. 3) Artist Development Grants (ADG) are grants that support activities that further the careers of artists and art administrators. In FY13, $29,210 in support grants was awarded to 18 individual artists and arts administrators. In addition, United Arts provided $18,000 in Mini-grant funding for organizations whose budget size and project do not fit the criteria of our other grant programs. 599366 521188 441433 Arts Education Programming - United Arts facilitates curriculum-based K-12 arts education programming in the community through contracted services with local school districts and our General Operating Support and Organizational Project grantees. United Arts' arts education initiatives expose students to music theater, dance, film, ballet, and museums of art, history and science. In FY13, forty-four (44) diverse cultural organizations - all of them funded by United Arts - provided 676,109 curriculum-based arts education experiences for students in grades K-12. United Arts contracts with Orange County Public Schools (OCPS) to provide curriculum-based arts education services to OCPS students in K-12 (contract amount - $412,500). In FY13, United Arts leveraged grant funding for arts education to encourage Lake, Osceola and Seminole counties to follow Orange County's lead and bring arts education services to their students. For the first time in United Arts' 24-year history, we were able to bring arts education services to students in all four counties. Statistics show that children that have arts credits in their curriculum have improved performance, are more likely to stay in school and are more likely to graduate. Engaging with the arts encourages critical thinking, resulting in more student engagement in the learning process and fewer discipline problems. This applies to all students regardless of ethnicity and socio-economic background. Arts experiences in our schools is a vital component of the education process. 362266 92221 179927 United arts provides programming that raises awareness for and provides a source of earned income for the arts and cultural organizations in the Central Florida region. Programs include: Orlando Arts Magazine a bi - monthly publication (six issues published per year with a pass-through readership rate of 450,000) that acts as a reference and guide to arts and cultural happenings in the Central Florida region and to the individuals who make it happen. Artist in Residence Program in collaboration with Orlando Health, United Arts brings artists into the M D Anderson Cancer Center - Orlando to work with patients undergoing chemotherapy to help them express and work through the emotions that accompany diagnosis, treatment and surviving cancer. The program reaches 1,000 patients annually. External grants management services, a fee - for - services program where United Arts lends its expertise in grants administration and management to other agencies providing grants to the arts and cultural community (in FY13, United Arts managed $2,830,912 in external grant funds for other agencies); RedChairProject.com - a one-stop website that provides information on arts and cultural events in a seven county radius as well as options to purchase tickets or follow links to each organizations website. 362266 92221 179927 5191769 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 37 0 24 1 0 0 0 0 0 0 0 0 0 0 X 43 43 0 0 1 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X JULIANA M STEELE 4076280333 2450 MAITLAND CENTER PKWY STE 201 MAITLAND FL 32751 Scott Bowman 1.00 X 0 0 0 Bryan Boykin 1.00 X 0 0 0 Sylvia Caceres PhD 1.00 X 0 0 0 Stewart Clark 1.00 X 0 0 0 Deborah A Clements 1.00 X 0 0 0 Kari Conley 1.00 X 0 0 0 Danielle Courtenay 1.00 X 0 0 0 Candice Crawford 1.00 X 0 0 0 Ava Doppelt 1.00 X 0 0 0 Buddy Dyer 1.00 X 0 0 0 Jill Estorino 1.00 X 0 0 0 Deborah Fahmie 1.00 X 0 0 0 Craig Forness 1.00 X 0 0 0 Marie-Jose Francois MD 1.00 X 0 0 0 Linda Landman Gonzalez 1.00 X X 0 0 0 Marcia Hope Goodwin 1.00 X 0 0 0 Jodie Hardman 1.00 X 0 0 0 Roseann Harrington 1.00 X 0 0 0 Martha Anderson Hartley 1.00 X 0 0 0 Robert Hendry 1.00 X 0 0 0 Keith J Hesse 1.00 X 0 0 0 Dr John C Hitt 1.00 X 0 0 0 The Hon John Horan 1.00 X 0 0 0 Dr Barbara Jenkins 1.00 X 0 0 0 Tony Jenkins 2.00 X 0 0 0 Hal H Kantor 1.00 X 0 0 0 Dr Daniel P Kelly 1.00 X 0 0 0 Avido Khahaifa 1.00 X 0 0 0 Paul Lartonoix 1.00 X 0 0 0 Edgar Lopez 1.00 X 0 0 0 Rita Lowndes 1.00 X 0 0 0 Henry Maldonado 1.00 X 0 0 0 Bob McAdam 1.00 X X 0 0 0 Christopher McCann 1.00 X 0 0 0 Jean Nowry 1.00 X X 0 0 0 Suzanne Oberholtzer 1.00 X 0 0 0 Terry Olson 1.00 X 0 0 0 Laura Palermo 1.00 X 0 0 0 Toni Peck 1.00 X 0 0 0 Eric Ravndal III 1.00 X 0 0 0 Johnny Rivers 1.00 X 0 0 0 Melvin Rogers MS 1.00 X 0 0 0 Barbara Roper 1.00 X 0 0 0 The Hon Tiffany Moore Russell 1.00 X 0 0 0 The Hon Dede Schaffner 1.00 X 0 0 0 Thomas P Warlow III 1.00 X 0 0 0 Flora Maria Garcia 40.00 X 84818 0 6918 Juliana Steele 40.00 X 91056 0 11985 175874 0 18903 0 0 0 0 0 1916914 3305590 39871 5222504 Contract and services 711300 621360 621360 621360 2502 2502 1913 0 1913 1913 1913 Uncollectible Pledge 900099 -247541 -247541 -247541 5600738 373819 0 4415 4566650 4566650 29210 29210 145000 58000 29000 58000 448091 237694 25480 184917 18103 9052 1629 7422 68102 34051 6129 27922 51907 25953 4672 21282 22890 11653 1249 9988 52408 46745 5663 49744 195 49549 11869 4755 1686 5428 26827 18090 596 8141 102530 52197 5593 44740 13268 6643 503 6122 5019 2414 248 2357 9629 4902 525 4202 7288 4902 265 2121 Magazine Printing 54000 54000 Miscellaneous 27154 18006 1198 7950 Printing and Materials 24971 703 22 24246 Postage 15817 286 2344 13187 10390 5668 766 3956 5760867 5191769 87568 481530 301 300 2097431 2592515 1037448 760374 13492 20025 231501 192079 15471 39422 20622 22913 1473667 1624917 4658432 5060466 92357 152615 1576616 1903635 125259 148895 1456424 1607674 3250656 3812819 X 686204 329634 721572 918013 1407776 1247647 4658432 5060466 -160129 0 X 0 1 X 1 0 X 5245965 5088731 5330073 4635375 4974963 25275107 5245965 5088731 5330073 4635375 4974963 25275107 1263366 24011741 16454 10348 4583 2381 2502 36268 -3193 -3193 25308182 2946080 0.94880 0.95210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 0 1 2000 1 0 0 2000 0 Explanation of Lobbying Activities: Part II-B, Line 1: Staff works with county and city officials to encourage support of the arts and to ensure inclusion in appropriate budgets. In addition, United Arts is a member of the Florida Cultural Alliance which is an advocate at the state government level for funding and support of the arts. 0 1 X 20623 2570 280 22913 21117 -237 257 20623 17660 40 3679 262 21117 15348 12 2538 238 17660 20000 -4404 248 15348 1.00000 1 0 46691 40011 6680 184810 152068 32742 39422 CASH HELD FOR OTHERS 1607674 OTHER ASSETS 17243 1624917 3326579 46002 46002 3280577 2320161 2320161 5600738 3486708 46002 46002 3440706 2320161 2320161 5760867 Part IV, Line 2b: United Arts acts as fiduciary and manages two grant programs on behalf of Orange County. In addition, United Arts holds funds for the Orange County Arts & Cultural Affairs office and the City of Mount Dora's Public Arts Commission. Cash held for these organizations is recorded on the balance sheet and at June 30, 2013, totaled $1,607,674. Cash on hand is for awarded grants that support arts and cultural programming, facilities improvement and the acquisition of public art. Description of Intended Use of Endowment Funds: Part V, Line 4: The organization has two endowment funds held by the Community Foundation of Central Florida. The United Arts of Central Florida Endowment Fund is intended to support arts and cultural activities in the organization's service area. The Orange County Arts and Education Endowment is intended to support arts education in Orange County. Part XI, Line 4b - Other Adjustments: Donor designated contributions 2,320,161. Part XII, Line 4b - Other Adjustments: Donor designated grants 2,320,161. The Organization identifies and evaluates uncertain tax positions, if any, and recognizes the impact of uncertain tax positions for which there is a less than more-likely-than-not probability of the position being upheld when reviewed by the relevant taxing authority. Such positions are deemed to be unrecognized tax benefits and a corresponding liability is established on the statement of financial position. The Organization has not recognized a liability for uncertain tax positions. If there were an unrecognized tax benefit, The Organization would recognize interest accrued related to unrecognized tax benefits in interest expense and penalties in operating expenses. The Organization's remaining open tax years subject to examination by the Internal Revenue Service generally remain open for three years from the date of filing. 1 Albin Polasek Museum & Sculpture Garden PO Box 1691 Winter Park FL 32790 591102352 501c3 10207 General Support/Programming Art & History Museums - Maitland 231 W Packwood Ave Maitland FL 32751 591710129 501c3 74869 General Support/Programming Arts and Cultural Alliance of Central Florida 2450 Maitland Center Pky 201 Maitland FL 32751 593499659 501c3 71826 General Support/Programming Asian Cultural Association 2759 Marsh Wren Circle Longwood FL 32779 593195479 501c3 6600 General Support/Programming Assoc to Preserve the Eatonville Community 227 E Kennedy Boulevard Eatonville FL 32751 592952662 501c3 39141 General Support/Programming Bach Festival Society Rollins College 1000 Holt Ave 2763 Winter Park FL 327894499 596015959 501c3 257531 General Support/Programming Bay Street Players PO Box 1405 Eustis FL 32727 591789108 501c3 6790 General Support/Programming Center for Contemporary Dance The 3580 Aloma Ave 7 Winter Park FL 32792 201694826 501c3 19370 General Support/Programming Central Florida Ballet 4525 Vineland Rd Suite 204 Orlando FL 32811 593658167 501c3 8300 General Support/Programming Central Florida Community Arts PO Box 720517 Orlando FL 32872 452324172 501c3 7500 General Support/Programming Crealde School of Art 600 St Andrews Blvd Winter Park FL 32792 591887887 501c3 106179 General Support/Programming Creative Sanford PO Box 123 Sanford FL 32771 205793978 501c3 5800 General Support/Programming Downtown Arts District 29 South Orange Avenue Orlando FL 32801 300086039 501c3 15378 General Support/Programming Enzian Theater 1300 South Orlando Ave Maitland FL 32751 592719581 501c3 94672 General Support/Programming Florida Symphony Youth Orchestra 812 E Rollins St Suite 300 Orlando FL 32803 592225301 501c3 9736 General Support/Programming Garden Theatre The 160 W Plant St Winter Garden FL 34787 272577059 501c3 12850 General Support/Programming Global Peace Film Festival 1000 Universal Studios Plz Bldg 22A Orlando FL 32819 200117158 501c3 6650 General Support/Programming HAPCO Music Foundation 201 Largovista Drive Winter Garden FL 34787 593709535 501c3 5800 General Support/Programming International Fringe Festival of Central Florida Inc 1605 Alden Rd Orlando FL 32803 753012108 501c3 7995 General Support/Programming Mad Cow Theatre PO Box 3109 Orlando FL 32801 593575599 501c3 46677 General Support/Programming Michelee Puppets 3655 Maguire Blvd Suite 130 Orlando FL 32803 592616456 501c3 25400 General Support/Programming Mount Dora Center for the Arts 138 E 5th ave Mt Dora FL 32757 592470958 501c3 5950 General Support/Programming Orange County Regional History Center 65 E Central Blvd Orlando FL 32801 591860444 501c3 86912 General Support/Programming Orlando Ballet 1111 N Orange Ave Suite 4 Orlando FL 32801 237427817 501c3 400211 General Support/Programming Orlando Gay Chorus PO Box 3103 Orlando FL 328023103 593008188 501c3 6200 General Support/Programming Orlando Museum of Art 2416 N Mills Ave Orlando FL 32804 590910352 501c3 433094 General Support/Programming Orlando Philharmonic Orchestra 812 E Rollins St Suite 300 Orlando FL 32803 593058884 501c3 1224303 General Support/Programming Orlando Repertory Theatre 1001 E Princeton St Orlando FL 328540203 201813523 501c3 146173 General Support/Programming Orlando Science Center 777 East Princeton St Orlando FL 32803 590896343 501c3 429895 General Support/Programming Orlando Shakespeare Theater 812 E Rollins St STE 100 Orlando FL 32803 592931698 501c3 667685 General Support/Programming Osceola Center for the Arts 2411 E Irlo Bronson Highway Kissimmee FL 34744 596179937 501c3 8020 General Support/Programming Osceola County Historical Association PO Box 421996 Kissimmee FL 347421996 592713072 501c2 6600 General Support/Programming Performing Arts of Maitland 117 WhiteCap Circle Maitland FL 32751 202872120 501c3 6000 General Support/Programming Pinocchio's Marionette Theatre 451 E Altamonte Dr Suite 1389 Altamonte Springs FL 32701 593634667 501c3 5800 General Support/Programming Seminole Cultural Arts Council PO Box 4100 Sanford FL 32772 593312429 501c3 54918 General Support/Programming Steinway Society of Central Florida 303 E Altamonte Dr Suite 1225 Altamonte Springs FL 32701 205532663 501c3 7300 General Support/Programming Wayne Densch Performing Arts Center PO Box 4321 Sanford FL 327724321 593274090 501c3 65300 General Support/Programming Winter Garden Heritage Foundation Inc PO Box 770657 Winter Garden FL 34777 593201766 501c3 8600 General Support/Programming Winter Park Playhouse 711-B Orange Ave Winter Park FL 32789 311786833 501c3 15350 General Support/Programming 39 0 Media 1 2475 Visual Arts & Design 9 14896 Performing Arts 7 9657 Literature 1 2182 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Organizations and individuals submit grant applications describing the project or program the grant being requested will be used for. Applications include a comprehensive narrative describing the organization and its programming, or the individual and their project, along with a detailed budget and where funding to accomplish the project will come from. A volunteer committee of diverse professionals reviews and awards funding based on established criteria. Once awarded, grantees must submit reports detailing the current status of the program or project in order to get initial disbursements and a progress report and final report in order to get the balance of funds awarded. United Arts serves Lake, Orange, Osceola and Seminole counties in Central Florida and only grants funds to arts and cultural organizations, individual artists and arts administrators located in or serving these counties. X 13 39871 Avg share value 0 0 0 New Program Services Form 990, Part III, line 2 power2give - United Arts purchased the Central Florida license for power2give, an online fundraising portal that allows nonprofit arts and cultural organizations to post projects and ask for funds in support of those projects. United Arts is the site administrator and works with organizations to post and market their projects. Organizations have 90 days to raise their project fundraising goal. United Arts collects an administrative fee to help offset the cost of site maintenance, credit card fees and licensing fees. Form 990, Part VI, Section A, line 4 On April 10, 2013, the agency approved the amendment of its Articles of Incorporation and By-Laws. The Articles of Incorporation were updated to include inurement and tax-exempt required language and established the Board of Directors as the governing body. The By-Laws were amended to establish the Board of Directors as the governing body, remove grantee representation on the Board, add clearly defined Board term limits, add clearly defined conflict of interest policies for the Board Chair and Vice Chair, clarify committee roles for the Nominating and Standards and Allocation Committees, and establish guidelines for current technologies as meeting tools. Form 990, Part VI, Section A, line 7a United Arts has a Board of Trustees comprised of individuals, corporations, or other types of business entities, foundations, government benefactors, etc that have made a minimum contribution of $100,000 to United Arts of Central Florida annually. The Board of Trustees is responsible for electing the Board of Directors as recommended by the nominating committee. The Board of Directors is responsible for governing and directing the organization. The Board of Directors shall create an Executive Committee that has the power, authority, duties and obligations of the Directors, except as limited by the full Board of Directors from time to time. Form 990, Part VI, Section B, line 11 Form 990 is reviewed by audit and finance committee and then presented to the Board of Directors for approval before filing. Form 990, Part VI, Section B, line 12c Conflict of interest forms are provided for voting members to complete and voting members abstain on votes on which they have a conflict of interest. Completed forms are kept on file by the organization. Form 990, Part VI, Section B, line 15 For the organization's President & CEO, a compensation committee is formed. The committee solicits feedback on the performance of the President and CEO from members of the executive committee. The compensation committee reviews the feedback and meets in executive session with the organization's executive committee. A recommendation on a compensation package for the coming year is made and approved and then brought to the full board for discussion and approval. The compensation package recommendation is based on comparable compensations for individuals in like positions nationally, comparable positions locally and performance. Form 990, Part VI, Section C, line 19 Governing documents are available at Sunbiz.org and from United Arts offices upon request. The Form 990 and audited financial statements are posted to the organization's website and Guidestar.org and a complete profile of the organization can be found at the Community Foundation of Central Florida's Knowledge Base at cfcf.guidestar.org. The conflict of interest policy is available upon request.