Civic Intelligence

United Way of Brevard County Inc

EIN 59-0836384 • 501(c)3 • Rockledge, FL

Profile

To be brevard's leader in mobilizing the caring power of our community.

1100 Rockledge Blvd Suite 300Rockledge, FL 32955

www.uwbrevard.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.35x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.42x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$173,971

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

67th percentile

10%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-6.8%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$8,513,177

Up $753,442 (+9.7%) from 2022

Liabilities

Up

$3,718,138

Up $232,631 (+6.7%) from 2022

Net Assets

Up

$4,795,039

Up $520,811 (+12%) from 2022

Revenue

Down

$8,401,768

Down $99,287 (-1.2%) from 2022

Expenses

Down

$7,230,937

Down $1,015,316 (-12%) from 2022

Net Income

Up

$1,170,831

Up $916,029 (+360%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $5,750,085Liabilities 2011: $4,192,855Net Assets 2011: $1,557,2302011Assets 2012: $6,345,162Liabilities 2012: $4,601,315Net Assets 2012: $1,743,8472012Assets 2013: $6,548,481Liabilities 2013: $4,489,394Net Assets 2013: $2,059,0872013Assets 2014: $5,949,225Liabilities 2014: $3,699,858Net Assets 2014: $2,249,3672014Assets 2015: $6,316,322Liabilities 2015: $3,732,025Net Assets 2015: $2,584,2972015Assets 2016: $6,270,965Liabilities 2016: $3,548,419Net Assets 2016: $2,722,5462016Assets 2017: $6,603,134Liabilities 2017: $3,581,889Net Assets 2017: $3,021,2452017Assets 2018: $6,669,098Liabilities 2018: $3,316,146Net Assets 2018: $3,352,9522018Assets 2019: $7,742,271Liabilities 2019: $3,996,007Net Assets 2019: $3,746,2642019Assets 2020: $8,182,947Liabilities 2020: $4,127,622Net Assets 2020: $4,055,3252020Assets 2021: $8,481,850Liabilities 2021: $3,496,973Net Assets 2021: $4,984,8772021Assets 2022: $7,759,735Liabilities 2022: $3,485,507Net Assets 2022: $4,274,2282022Assets 2023: $8,513,177Liabilities 2023: $3,718,138Net Assets 2023: $4,795,0392023

Highlighted filing

2023

Assets$8,513,177
Liabilities$3,718,138
Net Assets$4,795,039

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0Revenue 2011: $9,421,942Expenses 2011: $8,545,303Net Income 2011: $876,6392011Expenses 2012: $8,101,2882012Expenses 2013: $10,230,0502013Revenue 2014: $8,387,723Expenses 2014: $8,362,775Net Income 2014: $24,9482014Revenue 2015: $8,385,065Expenses 2015: $7,768,869Net Income 2015: $616,1962015Revenue 2016: $8,159,639Expenses 2016: $7,660,432Net Income 2016: $499,2072016Revenue 2017: $8,424,074Expenses 2017: $7,959,994Net Income 2017: $464,0802017Revenue 2018: $8,850,260Expenses 2018: $8,186,736Net Income 2018: $663,5242018Revenue 2019: $9,249,221Expenses 2019: $8,106,863Net Income 2019: $1,142,3582019Revenue 2020: $8,505,732Expenses 2020: $8,021,430Net Income 2020: $484,3022020Revenue 2021: $14,549,542Expenses 2021: $13,893,190Net Income 2021: $656,3522021Revenue 2022: $8,501,055Expenses 2022: $8,246,253Net Income 2022: $254,8022022Revenue 2023: $8,401,768Expenses 2023: $7,230,937Net Income 2023: $1,170,8312023

Highlighted filing

2023

Revenue$8,401,768
Expenses$7,230,937
Net Income$1,170,831

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$8.51$3.72$4.80$8.40$7.23$1.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.76$3.49$4.27$8.50$8.25$0.25
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.48$3.50$4.98$14.5$13.9$0.66
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.18$4.13$4.06$8.51$8.02$0.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.74$4.00$3.75$9.25$8.11$1.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.67$3.32$3.35$8.85$8.19$0.66
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.60$3.58$3.02$8.42$7.96$0.46
2016Detailed filing. Detailed filing data is available for this year.$6.27$3.55$2.72$8.16$7.66$0.50
2015Detailed filing. Detailed filing data is available for this year.$6.32$3.73$2.58$8.39$7.77$0.62
2014Summary only. Only limited summary data is available for this year.$5.95$3.70$2.25$8.39$8.36$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.55$4.49$2.06$10.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.35$4.60$1.74$8.10
2011Summary only. Only limited summary data is available for this year.$5.75$4.19$1.56$9.42$8.55$0.88
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 22, 2022
Return Version
2020v4.0
Gross Receipts
$14,575,661
Mission and Program Overview

Mission

To be brevard's leader in mobilizing the caring power of our community.

United way is the trusted community source that mobilizes our community to care. Ultimately, this creates a stronger economy and a better place to live for all. See additional information on schedule o.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,389,712$4,795,082▲ $1,405,370
Pledges and Grants Receivable$2,161,822$2,105,505▼ $56,317
Cash and Non-Interest-Bearing Accounts$1,002,180$717,441▼ $284,739
Savings and Temporary Cash Investments$1,282,701$595,909▼ $686,792
Accounts Receivable$161,037$201,363▲ $40,326
Inventories for Sale or Use$77,368--
Prepaid Expenses and Deferred Charges$37,224$35,496▼ $1,728
Land, Buildings, and Equipment, Net$36,037$21,425▼ $14,612
Total Assets$8,182,947$8,481,850▲ $298,903
Other Assets Total$34,866$9,629▼ $25,237
Liabilities
Other Liabilities$3,545,276$3,335,492▼ $209,784
Accounts Payable and Accrued Expenses$582,346$161,481▼ $420,865
Total Liabilities$4,127,622$3,496,973▼ $630,649
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,622,418$4,458,390▲ $835,972
Net Assets With Donor Restrictions$432,907$526,487▲ $93,580
Total Net Assets Fund Balance$4,055,325$4,984,877▲ $929,552
Total Liabilities and Net Assets / Fund Balance$8,182,947$8,481,850▲ $298,903

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$17,016$29,393$46,409
Equipment$4,409$11,583$15,992

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020----$782,624
2019$512,874$161,115▼ $41,515-$632,474
2018$467,891$13,187▲ $31,796-$512,874
2017$438,591$9,250▲ $20,050-$467,891
2016$343,273$72,194▲ $23,124-$438,591
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert RainsPresidentFT$171,720$33,775$205,495

Board Members and Trustees

NameTitle
Debbie GoodeBoard Chair
Laura ChiesmanBoard Chair-
Moses Harvin IiVice Chair/c
Johnette GindlingVice Chair/o
Andy RomineDirector
Bart GaetjensDirector
Bob GabordiDirector
Dana BlickleyDirector
Dave OttDirector
Del CraginDirector
Dr Chris McalpineDirector
Dr Dwayne MccayDirector
Dr Mark MullinsDirector
Dr Summerpal S KahlonDirector
Eric JohnsDirector
Erik CostinDirector
Frank AbbateDirector
Frank DibelloDirector
Henry AnderssonDirector
Jason FleischmanDirector
Jennifer SugarmanDirector
L Jo PowellDirector
Laurie CappelliDirector
Lisa MorrellDirector
Malak HammadDirector
Mara BellabyDirector
Marcia GaedckeDirector
Mark MalekDirector
Michael AyersDirector
Michele GoodwinDirector
Pascal BudgeDirector
Peter MontgomeryDirector
Randy ColemanDirector
Regina OenbrinkDirector
Roger GreekDirector
Ron FortsonDirector
Sandi LeeDirector
Sandy HandfieldDirector
Shannon LewisDirector
Sisi PackardDirector
Summit ShahDirector
Tim AntonitionDirector
Travis ProctorDirector
Therrin ProtzePast Board C
Lynda WeathermanCampaign CHA
Alex RudloffMember-at-la
Heather McdonoughMember-at-la
Kristin ColacchioMember-at-la
Louis D WilsonMember-at-la
Mike WilliamsMember-at-la
Robert PerersMember-at-la
Robb MorrisonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,010,206
Program Service Revenue
$0
Investment Income
$106,224
Other Revenue
$433,112
All Other Contributions
$12,241,452
Change in Net Assets
$656,352

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Drugs and Medical Supplies1$5,882,733Estimated Purchase Price
Books and Publications-$273,783Thrift Store Prices
Clothing and Household Goods-$94,691Thrift Store Prices
Food Inventory1$26,943Estimated Purchase Price
Total Noncash Contributions2$6,278,150-

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,516,971
Revenue Not Reported on Financial Statements
$1,032,571
Revenue Not Reported on Form 990
$567,228
Other Revenue Adjustments
$1,017,339
Total Revenue per Audited Statements
$14,084,199
Total Revenue per Form 990
$14,549,542
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,142,934
Grants and Similar Amounts Paid$3,567,163
Salaries, Compensation, and Employee Benefits$2,183,093
Total Fundraising Expense$594,081
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,567,163--$3,567,163
Other Salaries and Wages$1,045,353$123,171$318,307$1,486,831
Other Employee Benefits$204,750$41,826$35,894$282,470
Current Officers, Directors, Trustees, and Key Employees$104,052$34,684$34,684$173,420
Occupancy$85,388$17,464$34,234$137,086
Payroll Taxes$86,005$11,586$26,005$123,596
Pension Plan Contributions$77,296$13,264$26,216$116,776
Fees for Services Other$33,422$31,628$24,239$89,289
Office Expenses$65,043$7,911$15,318$88,272
Payments to Affiliates$49,024$6,938$16,914$72,876
Advertising$19,924$3,887$24,784$48,595
Information Technology$19,552$3,975$6,725$30,252
All Other Expenses$4,132$9,854$9,641$23,627
Travel$15,154$1,419$4,175$20,748
Fees for Services Accounting$12,782$1,809$4,410$19,001
Conferences and Meetings$10,412$2,059$2,826$15,297
Fees for Service Investment Mgmnt Fees-$15,232-$15,232
Insurance$10,104$1,263$3,079$14,446
Other Expenses$6,739$1,785$3,902$12,426
Depreciation Depletion$7,868$1,112$2,715$11,695
Total Functional Expenses$12,939,297$359,812$594,081$13,893,190

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,893,190
Expenses per Audited Statements$13,048,381
Total Expenses per Audited Statements$13,048,381
Expenses Not Reported on Financial Statements$844,809
Other Expense Adjustments$829,577
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Early Learning CoalitionRockledge, FL-Agency Allocation$267,000
Aging Matters in BrevardCocoa, FL-Agency Allocation$233,293
2-1-1 Brevard IncRockledge, FL-Agency Allocation$170,000
Central Brevard Sharing Center IncCocoa, FL-Agency Allocation$163,000
Boys & Girls Club of Central FloridOrlando, FL-Agency Allocation$160,000
Brevard Achievement Center IncRockledge, FL-Agency Allocation$138,000
North Brevard CharitiesTitusville, FL-Agency Allocation$113,000
THE WOMEN'S CENTERMelbourne, FL-Agency Allocation$99,000
United Way of Greater RochesterRochester, NY-Donor Designation$91,610
The Salvation Army- SouthMelbourne, FL-Agency Allocation$84,000
Second Harvest Food Bank of CentralOrlando, FL-Agency Allocation$82,000
Lifetime Counseling CenterRockledge, FL-Agency Allocation$78,500
Big Brothers Big SistersWinter Park, FL-Agency Allocation$78,000
American Red Cross Space CoastRockledge, FL-Agency Allocation$75,000
BREVARD ALZHEIMER'S FOUNDATION INCMelbourne, FL-Agency Allocation$75,000
The Salvation Army North CentralCocoa, FL-Agency Allocation$69,500
Club EsteemMelbourne, FL-Agency Allocation$65,000
Valley of the Sun United WayPhoenix, AZ-Donor Designation$58,172
Bridges BtcRockledge, FL-Agency Allocation$56,000
Serene Harbor IncPalm Bay, FL-Agency Allocation$53,500
Brevard County Legal Aid IncRockledge, FL-Agency Allocation$53,000
Crosswinds Youth Services IncCocoa, FL-Agency Allocation$53,000
Neighbor Up BrevardMelbourne, FL-Agency Allocation$51,000
Ami Kids Space CoastMelbourne, FL-Agency Allocation$50,000
United Way of Warren County OhioLebanon, OH-Donor Designation$45,863
CHILDREN'S ADVOCACY CENTERMelbourne, FL-Agency Allocation$43,293
Project ResponseMelbourne, FL-Agency Allocation$38,000
Housing for Homeless & Veterans SerRockledge, FL-Agency Allocation$37,000
Catholic Charities of CentralOrlando, FL-Agency Allocation$32,000
StepsApopka, FL-Agency Allocation$31,500
United Way of Broward County IncFort Lauderdale, FL-Donor Designation$31,127
CHILDREN'S HUNGER PROJECTCocoa, FL-Agency Allocation$30,000
North Brevard Medical SupportTitusville, FL-Agency Allocation$30,000
Club EsteemMelbourne, FL-Donor Designation$25,646
Links of Hope IncRockledge, FL-Agency Allocation$24,000
CHILDREN'S HOME SOCIETY OF FL BREVMelbourne, FL-Agency Allocation$23,000
Florida Tech FoundationMelbourne, FL-Donor Designation$21,999
United Way of Hampshire CountyNorthampton, MA-Donor Designation$21,209
New Life MissionMelbourne, FL-Donor Designation$20,477
Neighbor Up BrevardMelbourne, FL-Donor Designation$20,307
Brevard ZooMelbourne, FL-Agency Allocation$20,000
Space Coast DiscoveryMelbourne, FL-Agency Allocation$20,000
Space Coast DiscoveryMelbourne, FL-Donor Designation$19,600
Boy Scouts of America Central FloriApopka, FL-Agency Allocation$18,000
Girl ScoutsOrlando, FL-Agency Allocation$18,000
Grandparents Raising GrandchildrenRockledge, FL-Agency Allocation$18,000
Junior Achievement of the Space CoaSatellite Beach, FL-Agency Allocation$18,000
New Life MissionMelbourne, FL-Agency Allocation$18,000
National Veterans Homeless SupportCocoa, FL-Agency Allocation$17,000
Family Promise of Brevard IncRockledge, FL-Donor Designation$15,564
CHILDREN'S HUNGER PROJECTCocoa, FL-Donor Designation$15,370
Brevard Schools Foundation IncViera, FL-Donor Designation$15,194
The Haven for ChildrenMelbourne, FL-Agency Allocation$15,000
THE WOMEN'S CENTERMelbourne, FL-Donor Designation$13,236
Catholic Charities of CentralOrlando, FL-Donor Designation$12,527
United Way of VolusiaDaytona Beach, FL-Donor Designation$11,489
Health First FoundationMelbourne, FL-Donor Designation$10,135
The Haven for ChildrenSatellite Beach, FL-Donor Designation$9,319
Second Harvest Food Bank of CentralOrlando, FL-Donor Designation$8,371
United Way of Miami-dadeMiami, FL-Donor Designation$8,240
Brevard Achievement Center IncRockledge, FL-Donor Designation$8,114
BREVARD ALZHEIMER'S FOUNDATION INCMelbourne, FL-Donor Designation$7,866
Jess Parish Medical FoundationTitusville, FL-Donor Designation$7,250
King Center of Performing ArtsMelbourne, FL-Donor Designation$7,000
National Veterans Homeless SupportCocoa, FL-Donor Designation$6,461
Early Learning CoalitionRockledge, FL-Donor Designation$6,304
Crosswinds Youth Services IncCocoa, FL-Donor Designation$5,932
The Salvation Army North Central BrCocoa, FL-Donor Designation$5,789
Boys & Girls Clubs of Central FloriOrlando, FL-Donor Designation$5,764
2-1-1 Brevard IncRockledge, FL-Donor Designation$5,685
Aging Matters in BrevardCocoa, FL-Donor Designation$5,626
Quad a for KidsRochester, NY-Donor Designation$5,405
Boy Scouts of America Central FloriApopka, FL-Donor Designation$5,238
Crisis Pregnancy - Compass CareRochester, NY-Donor Designation$5,189
Ami Kids Space CoastMelbourne, FL-Donor Designation$5,102
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$26,119
Fundraising Gross Income$10,339
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Uw Allocations$2,809,621
Donor Designations Payable$461,698
Publix Emergency Assistance Fund$64,173
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Every contributor of cash donations, or cash equivalent, thereby becomes a member of the corporation and is entitled to vote at all meeting of the members during the annual year of the corporation following the contribution.

Form 990, Page 6, Part VI, Line 7A

Members are allowed to vote at the annual meeting. The annual meeting of the united way of brevard, inc. Is held for the transaction of business and the election of members to its board of directors. It is held at such time as may be fixed by the executive committee, upon the call of the chair of the board, or in his/her absence, by the chair-elect of the selected vice chair.

Form 990, Page 6, Part VI, Line 7B

The primary governance decision reserved to members is to elect board members at the annual meeting. Once seated, the board elects its ouwn officers.

Form 990, Page 6, Part VI, Line 11B

A completed draft of the irs form 990 is emailed to the board members before submission to the irs. Board members are given one week to review the 990 and to submit comments and questions before it is submitted to the irs.

Form 990, Page 6, Part VI, Line 12C

Each year the ethics policy (which contains the conflict of interest policy) is reviewed with the board of directors and the entire staff by the ethics officer. Each year the board of directors and the entire staff are required to review the policy, disclose any conflicts of interest and sign a statement that they have reviewed the policy.

Form 990, Page 6, Part VI, Line 15A

None of the officers of the organization's board receive compensation. The organization's director receives a performance review each february by the executive committee. Based upon the performance review, the executive committee determines any increases or benefits to be awarded. The board chair then forwards a signed memo to the executive assistant informing her of the approved annual salary and benefits so that any changes can be made in the organization's payroll reporting systems.

Form 990, Page 6, Part VI, Line 15B

The board approves the annual budget each year that includes a budget for salaries. The president then reviews each individual employee's salary and signs an approval for any salary increases.

Form 990, Page 6, Part VI, Line 19

If a request is made, united way of brevard, inc. Makes its governing documents, conflict of interest policy, and financial statements available for review at its office located at 1100 rockledge blvd, suite 300.

Filing and Contact Details

Filer

Filer Name
United Way of Brevard County
EIN
59-0836384
Phone
3216312740
Address
1100 ROCKLEDGE BLVD SUITE 300, ROCKLEDGE, FL 32955

Signing Officer

Name
Robert Rains
Title
President
Phone
3216312740
Signed
2022-02-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Rains
Formed
1957
Legal Domicile
Fl
Voting Board Members
52
Independent Board Members
52
Employees
53
Volunteers
522

Preparer

Firm
Whittaker Cooper Cpas
Address
1692 WEST HIBISCUS BOULEVARD, MELBOURNE, FL 32901
Preparer
Richard D Sutter CPA
Phone
3217233352
Supplemental Narrative

Additional Explanations

Form 990

Everyone deserves a chance for a change. That's why our work focuses on equity, addressing educational gaps and increasing care for our veterans. We'll also continue to provide relief to the nearly 90,000 households in our community struggling to make ends meet by funding our network of 43 partner agencies. 2020 challenged us and 2021 wasn't any easier in the fundraising world. But each new challenge has taught us a powerful lesson of where we need to shift our attention to ensure we are changing lives and strengthening our community. When you make the decision to give to united way, you are giving someone a chance to change their life. Key highlights: our community campaign raised 5,535,000 for local health and human service partners. Lynda weatherman, economic development commission served as the 2020 united way campaign chair. Although down 4.96% (289,000), united way is proud of the effort and result during this global pandemic year. It was an incredibly disruptive year, especially with united way's workforce campaign model. L3harris and its employees were the largest contributors, raising 1,477,500. Publix super markets and its associates again joined l3harris in the million dollar circle this year by raising 1,100,000 make it the second largest campaign. Grants secured ovolunteer income tax assistance program - vita (30,000) obank of america (10,000) for financial literacy olockheed martin (6,000) support for veterans assistance ohousing opportunities for persons with aids (hopwa) 430,272 gifts in kind distributed 6,373,191 worth of items such as diapers, car seats, hygiene products, disaster items and other goods. Finances - we received an unmodified audit for 2020-21 from whittaker cooper financial group. The community care fund/allocations process was modified again due to covid-19. This past year the programs were presented virtually to the volunteers. No physical site visits were made in 2021. Volunteers (85) reviewed agency financials and performance to determine how to best allocate funds. Results were presented to the board. Locally, approximately 500 volunteers donated approximately 23,000 hours to united way last year, which translated to a value of 170,640 according to the points of light foundation. Healthy families ensuring children live in a safe, healthy environment is essential. That's why we offer a direct proven program to prevent child abuse and neglect. Healthy families helped 288 parents of newborns learn how to be the best they can be at their most important job--raising and nurturing their children. This program is funded by two grants totaling 1,352,289. Tax preparation creating empowered, more financially stable citizens is the goal behind the free tax prep service by united way. Tax program volunteers prepared 1,336 tax returns for low to moderate income workers, saving taxpayers an average of 250 per tax return and creating an estimated community impact of 1.2m. Our targeted care options include the following areas which allow a gift to be restricted to a specific area of our impact work with volunteer oversight and input. Targeted impact areas include the following: early grade reading early brain development is vital for kids to thrive by the age of five. That's why united way invests in these strategies for educational success. Obright by text united way of brevard has teamed up with a national texting program, to deliver expert tips, games and child development information to parents and guardians. Osummer feed and read this past summer we served 4,000 children, distributed more than 30,000 brand-new, free books and 15,000 take-home food packs. Orun united this program with brevard public schools works to increase both physical and brain activity with a 30 minute before-school walking/running program. Osummer slide united way leads an initiative with brevard public schools to promote the importance of reading over the summer to 35,000 local elementary students. Studies show students can los

Form 990, Page 2, Part III, Line 4A

United way of brevard partner agencies are a diverse group of health and human service providers who provide critical services to our community and meet comprehensive funding standards and bi-annual performance reviews for efficient, high-quality programs serving brevard county residents. Agencies must demonstrate accountability and complete all reporting requirements in addition to maintaining established standards of performance. During the covid-19 pandemic, the strategic fund distribution committee, finance & governance, and staff spent many hours reviewing funding applications, fiscal performance and outcomes in order to recommend funding levels to the united way board of directors. 64 partner agency and united way internal programs will serve more than 200,000 people throughout the brevard community. In addition to dollars donated through the community care fund, donors also can support as virtual volunteers and provide in-kind items needed to meet the needs of our community agencies. United way of brevard has 9 volunteers in service to america (vista) members serving the capacity needs of brevard county. One vista member serves as a vista leader. Three vista members build capacity in education. One vista each serve in the areas of health, military and veteran support, volunteerism, equity in brevard, and gifts in kind. In march of 2021, we will recruit a grant writing vista member. United way was been approved for 10 americorps vista summer associates for 2020.

Form 990, Part XI, Line 9

Donor designations received -1,017,339 donor designations paid 829,577 total -187,762

Financial Statement Notes

Schedule D, Page 3, Part X

Uwbc is a not-for-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code. Accordingly, no provision for income taxes has been made in the financial statements. Fasb asc 740, accounting for income taxes, prescribes a recognition threshold and measurement attribute of the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Management evaluates the organizations tax positions on an annual basis, both past and current. If management determines that a past or current tax position is uncertain then a tax liability is calculated to represent the increase in taxes anticipated upon examination. As of june 30, 2021, management has determined that all past and current tax positions were likely to be realizable and sustainable upon examination and that the calculation of a tax liability was not necessary. Tax years ended june 30, 2018 through 2021 remain subject to possible examination by the internal revenue service.

Schedule D, Page 4, Part XI, Line 4B

Donor designations received 1,017,339

Schedule D, Page 4, Part XII, Line 4B

Donor designations paid 829,577

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IRS990/Form990PartVIISectionAGrp/PersonNm36DR SUMMERPAL S KAHLON
IRS990/Form990PartVIISectionAGrp/PersonNm37SANDI LEE
IRS990/Form990PartVIISectionAGrp/PersonNm38SHANNON LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm39MARK MALEK
IRS990/Form990PartVIISectionAGrp/PersonNm40DR CHRIS MCALPINE
IRS990/Form990PartVIISectionAGrp/PersonNm41DR DWAYNE MCCAY
IRS990/Form990PartVIISectionAGrp/PersonNm42PETER MONTGOMERY
IRS990/Form990PartVIISectionAGrp/PersonNm43LISA MORRELL
IRS990/Form990PartVIISectionAGrp/PersonNm44DR MARK MULLINS
IRS990/Form990PartVIISectionAGrp/PersonNm45REGINA OENBRINK
IRS990/Form990PartVIISectionAGrp/PersonNm46DAVE OTT
IRS990/Form990PartVIISectionAGrp/PersonNm47SISI PACKARD
IRS990/Form990PartVIISectionAGrp/PersonNm48TRAVIS PROCTOR
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IRS990/Form990PartVIISectionAGrp/PersonNm50SUMMIT SHAH
IRS990/Form990PartVIISectionAGrp/PersonNm51JENNIFER SUGARMAN
IRS990/Form990PartVIISectionAGrp/PersonNm52ROBERT RAINS
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