TY 2019 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(1) GEORGE SCANLON...................................................................... BOARD OF DIRECTORS - CHAIR	2.00 .................	X	X
(2) MICHAEL HERMAN...................................................................... BOARD OF DIRECTORS - VICE CHAIR	2.00 .................	X	X
(3) JIM STEPNOSKI...................................................................... BOARD OF DIRECTORS - TREASURER	2.00 .................	X	X
(4) SCOTT COBLE...................................................................... BOARD OF DIRECTORS	1.00 .................	X
(5) MELISSA DYKES...................................................................... BOARD OF DIRECTORS	1.00 .................	X
(6) BRIAN EVANS...................................................................... BOARD OF DIRECTORS	1.00 .................	X
(7) ROBERT HILL...................................................................... BOARD OF DIRECTORS	1.00 .................	X
(8) RUDY JAMISON JR EDD...................................................................... BOARD OF DIRECTORS	1.00 .................	X
(9) SARA LEY...................................................................... BOARD OF DIRECTORS	1.00 .................	X
(10) LISA PALMER...................................................................... BOARD OF DIRECTORS	1.00 .................	X
(11) NED PEVERLEY...................................................................... BOARD OF DIRECTORS	1.00 .................	X
(12) SABEEN PERWAIZ SYED...................................................................... BOARD OF DIRECTORS	1.00 .................	X
(13) DARNELL SMITH...................................................................... BOARD OF DIRECTORS	1.00 .................	X
(14) MAX STAPLIN...................................................................... BOARD OF DIRECTORS	1.00 .................	X
(15) RUSS THOMAS...................................................................... BOARD OF DIRECTORS	1.00 .................	X
(16) HEATHER WALTON...................................................................... BOARD OF DIRECTORS	1.00 .................	X
(17) DELORES BARR WEAVER...................................................................... BOARD OF DIRECTORS (EMERITUS)	1.00 .................	X

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

UNITED WAY OF NORTHEAST FLORIDA INC

Employer identification number

59-0637825

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2019

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	20,349,854	18,783,621	22,891,578	16,808,892	21,631,028	100,464,973
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	20,349,854	18,783,621	22,891,578	16,808,892	21,631,028	100,464,973
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..						19,849,674
6	Public support. Subtract line 5 from line 4.						80,615,299

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
7	Amounts from line 4..	20,349,854	18,783,621	22,891,578	16,808,892	21,631,028	100,464,973
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	3,823	99,025	87,516	71,339	68,525	330,228
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10						100,795,201

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2019 (line 6, column (f) divided by line 11, column (f)) .........

79.980 %

Public support percentage for 2018 Schedule A, Part II, line 14 ...............

94.600 %

16a

33 1/3% support test—2019. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2018. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2019 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2018 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2019 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2018 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2019. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2018. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2019

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2019

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2019

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2019 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2019	(iii) Distributable Amount for 2019
1 Distributable amount for 2019 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2019:
a From 2014.......
b From 2015.......
c From 2016.......
d From 2017.......
e From 2018.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2019 distributable amount
i Carryover from 2014 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2019 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2019 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2020. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2015.....
b Excess from 2016.....
c Excess from 2017.....
d Excess from 2018.....
e Excess from 2019.....

Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Name of the organization

UNITED WAY OF NORTHEAST FLORIDA INC

Employer identification number

59-0637825

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2

Name of organization UNITED WAY OF NORTHEAST FLORIDA INC

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 3

Name of organization UNITED WAY OF NORTHEAST FLORIDA INC		Employer identification number 59-0637825

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 4


Name of organization UNITED WAY OF NORTHEAST FLORIDA INC			Employer identification number 59-0637825
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

UNITED WAY OF NORTHEAST FLORIDA INC

Employer identification number

59-0637825

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2019

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	1,619,733	1,551,387	494,962	440,257	439,545
b	Contributions ...		5,000	1,018,115	5,000	1,000
c	Net investment earnings, gains, and losses	59,629	73,302	69,805	52,722	2,453
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...			20,502
f	Administrative expenses ....	73,707	9,956	10,993	3,017	2,741
g	End of year balance ......	1,605,655	1,619,733	1,551,387	494,962	440,257

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

30.400 %

Permanent endowment SchDMd Bullet

69.600 %

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

Yes

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....	2,461,614	1,528,508	933,106
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				933,106

Schedule D (Form 990) 2019

Page 3

Part VII

InvestmentsOther Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	4,484,473
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2019

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	22,129,949
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	81,000
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	81,000
3	Subtract line 2e from line 1..................			3	22,048,949
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b	4,836,353
c	Add lines 4a and 4b....................			4c	4,836,353
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	26,885,302

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	21,420,438
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	21,420,438
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b	4,818,474
c	Add lines 4a and 4b.....................			4c	4,818,474
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	26,238,912

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART V, LINE 4:	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.
PART X, LINE 2:	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, 2020.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	CHANGE IN PENSION BENEFIT 17,879. DONOR DESIGNATIONS 4,818,474.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	DONOR DESIGNATIONS 4,818,474.

Schedule D (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization
UNITED WAY OF NORTHEAST FLORIDA INC

Employer identification number
59-0637825

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) ABILITY HOUSING INC C JACKSONVILLE,FL32207	59-3087085	501 (C) (3)	25,000	PERMANENT SUPPORTIVE AND AFFORDABLE HOUSING
(2) THE ARC OF NASSAU INC 86051 HAMILTON STREET YULEE,FL32097	59-1404429	501 (C) (3)	25,235	LIFE SKILLS
(3) BAKER COUNTY COUNCIL ON AGING INC 9264 BUCK STARLING RD MACCLENNY,FL32063	59-1596339	501 (C) (3)	34,141	HOME DELIVERED MEALS PROGRAM
(4) BARNABAS CENTER INC 1303 JAMINE STREET STE 101 FERNANDINA BEACH,FL32034	59-2920275	501 (C) (3)	36,616	CRISIS ASSISTANCE
(5) BASCA INC 352 STOWE AVENUE ORANGE PARK,FL32073	59-3318252	501 (C) (3)	25,000	PROGRAMS TO PROVIDE ASSISTANCE
(6) BOYS AND GIRLS CLUBS OF NASSAU PO BOX 16003 FERNANDINA BEACH,FL32035	59-3672345	501 (C) (3)	23,429	GREAT FUTURES
(7) CITY YEAR INC 287 COLUMBUS AVE BOSTON,MA02116	22-2882549	501 (C) (3)	184,166	WHOLE SCHOOL WHOLE CHILD
(8) CLAY BEHAVIORAL HEALTH CENTER INC 1726 KINGSLEY AVE STE 2 ORANGE PARK,FL32073	59-2219317	501 (C) (3)	8,751	VOCATIONAL SERVICES
(9) DELORES BARR WEAVER POLICY CENTER 40 E ADAMS ST STE 130 JACKSONVILLE,FL32202	46-0938295	501 (C) (3)	25,000	GIRL MATTERS CONTINUITY OF CARE
(10) FAMILY SUPPORT SERVICES OF NORTH FLORIDA INC 1300 RIVERPLACE BLVD STE 700 JACKSONVILLE,FL32207	59-3759863	501 (C) (3)	25,000	PARENT NEEDS ASSISTANCE
(11) FEEDING NORTHEAST FLORIDA 1116 EDGEWOOD AVE NORTH UNIT D E JACKSONVILLE,FL32254	46-5014769	501 (C) (3)	225,000	EMERGENCY SERVICES - COVID-19 RELIEF
(12) FIVE STAR VETERANS CENTER INC 40 ACME STREET JACKSONVILLE,FL32211	45-3545974	501 (C) (3)	25,000	VETERANS LIVING INDEPENDANTLY
(13) GENERATION YOU EMPLOYED INC 616 A PHILLIP RANDOLPH BLVD JACKSONVILLE,FL32202	47-1073442	501 (C) (3)	130,000	FINANCIAL STABILITY
(14) GIRLS INCORPORATED OF JACKSONVILLE 100 FESTIVAL PARK AVE JACKSONVILLE,FL32202	59-1317196	501 (C) (3)	94,738	STRONG SMART BOLD
(15) JASMYN 923 PENINSULAR PLACE JACKSONVILLE,FL32205	59-3284175	501 (C) (3)	32,146	YOUTH HOMELESSNESS
(16) MUSLIM AMERICAN SOCIAL SEVICES 2251 ST JOHNS BLUFF RD S JACKSONVILLE,FL322462347	46-5096772	501 (C) (3)	25,000	FREE CLINIC
(17) NORTH FLORIDA OFFICE OF PUBLIC GUARDIAN INC 1425 E PIEDMONT DRIVE TALLAHASSEE,FL32308	16-1652866	501 (C) (3)	25,000	CASE MANAGER POSITION
(18) NORTHEAST FLORIDA AREA AGENCY ON AGING INC DBA ELDERSOURCE 10688 OLD ST AUGUSTINE RD JACKSONVILLE,FL32257	59-1569867	501 (C) (3)	75,000	SENIOR MEDS
(19) OPERATION NEW HOPE INC 1830 NORTH MAIN STREET JACKSONVILLE,FL322063736	59-3590360	501 (C) (3)	25,000	READY4WORK
(20) THE CARPENTER'S SHOP CENTER 1601 UNIVERSITY BLVD JACKSONVILLE,FL32211	20-2828807	501 (C) (3)	44,000	AFTERSCHOOL AND SUMMER PROGRAM
(21) VISION IS PRICELESS COUNCIL INC 3 SHIRCLIFF WAY SUITE 546 JACKSONVILLE,FL32204	59-3386495	501 (C) (3)	32,675	VISION CARE SERVICES
(22) WE CARE JACKSONVILLE 4080 WOODCOCK DR BLDG 2400 STE 130 JACKSONVILLE,FL32207	59-3431724	501 (C) (3)	157,567	ACCESS TO HEALTHCARE
(23) WOMENS CENTER OF JACKSONVILLE 5644 COLCORD AVENUE JACKSONVILLE,FL32211	23-7437216	501 (C) (3)	25,000	RAPE CRISIS AND SAFE PROGRAM
(24) ALL SAINTS EARLY LEARNING & COMMUNITY CARE CENTER 4171 HENDRICKS AVENUE JACKSONVILLE,FL32207	59-1500774	501 (C) (3)	50,531	INTERGENERATIONAL CARE CENTER
(25) AMERICAN LUNG ASSOCIATION 6852 BELFORT OAKS PLACE JACKSONVILLE,FL32216	59-0662271	501 (C) (3)	10,925	OPEN AIRWAYS FOR SCHOOLS
(26) AMERICAN RED CROSS NORTHEAST FLORIDA CHAPTER 751 RIVERSIDE AVENUE JACKSONVILLE,FL32204	53-0196605	501 (C) (3)	232,697	DISASTER SERVICES
(27) ANGELWOOD INC PO BOX 24925 JACKSONVILLE,FL32241	59-3212078	501 (C) (3)	25,000	RESIDENTIAL GROUP HOME
(28) THE ARC JACKSONVILLE INC 1050 DAVIS STREET NORTH JACKSONVILLE,FL32209	59-6209603	501 (C) (3)	88,810	EMPLOYMENT INITIATIVE
(29) BEAM 850 6TH AVENUE S SUITE 400 JACKSONVILLE BEACH,FL32250	59-2564222	501 (C) (3)	25,000	SINGLE PARENT PROJECT/BEYOND SCHOOL WALLS
(30) BIG BROTHERS BIG SISTERS OF NORTHEAST FLORIDA 40 EAST ADAMS ST STE 220 JACKSONVILLE,FL32202	59-0683256	501 (C) (3)	124,470	ONETOONE MENTORING NASSAU
(31) BOY SCOUTS OF AMERICA NORTH FLORIDA COUNCIL 521 S EDGEWOOD AVENUE JACKSONVILLE,FL32205	59-0637816	501 (C) (3)	135,922	POSITIVE YOUTH DEVELOPMENT TITLE 1
(32) BOYS AND GIRLS CLUBS OF NORTHEAST FLORIDA 555 W 25TH STREET JACKSONVILLE,FL322063736	59-6167630	501 (C) (3)	327,363	TRADITIONAL CLUBS
(33) CATHOLIC CHARITIES BUREAU 134 E CHURCH STREET STE 2 JACKSONVILLE,FL32202	59-0624375	501 (C) (3)	363,787	EMERGENCY FINANCIAL ASSISTANCE
(34) CHILD GUIDANCE 5776 ST AUGUSTINE ROAD JACKSONVILLE,FL32207	59-0704727	501 (C) (3)	600,000	DCPS GRANT - MENTAL HEALTH SVCS
(35) CHILDREN'S HOME SOCIETY FLORIDA BUCKNER DIVISION 3027 SAN DIEGO ROAD JACKSONVILLE,FL32207	59-0192430	501 (C) (3)	353,102	DCPS GRANT - MENTAL HEALTH SVCS
(36) CLARA WHITE MISSION 613 W ASHLEY STREET JACKSONVILLE,FL32202	59-6002104	501 (C) (3)	96,626	DAILY FEEDING PROGRAM
(37) DANIEL MEMORIAL INC 4203 SOUTHPOINT BOULEVARD JACKSONVILLE,FL32216	59-3067752	501 (C) (3)	831,269	PROJECT PREPARE/MENTAL HEALTH SERVICES
(38) DLC NURSE & LEARN 4101 1 COLLEGE STREET JACKSONVILLE,FL32205	59-3618761	501 (C) (3)	70,788	SPECIALIZED CHILDRENS PROGRAM
(39) DOWNTOWN ECUMENICAL SERVICES COUNCIL INC 215 NORTH OCEAN ST JACKSONVILLE,FL32202	59-2437003	501 (C) (3)	25,000	RENT AND ELECTRIC ASSISTANCE
(40) EARLY LEARNING COALITION OF DUVAL (SB6) 8301 CYPRESS PLAZA DRIVE STE 201 JACKSONVILLE,FL32256	59-3688924	501 (C) (3)	1,046,092	SUCCESS BY 6
(41) EPISCOPAL CHILDREN'S SERVICES (SB6) 8443 BAYMEADOWS ROAD STE 1 JACKSONVILLE,FL32256	59-1146765	501 (C) (3)	257,308	SUCCESS BY 6
(42) FAMILY FOUNDATIONS OF NORTHEAST FLORIDA INC 40 E ADAMS STREET SUITE 320 JACKSONVILLE,FL32202	59-0768265	501 (C) (3)	660,278	MENTAL HEALTH SVCS
(43) GIRL SCOUTS OF GATEWAY COUNCIL INC 13007 W LINEBAUGH AVE TAMPA,FL33626	59-0637857	501 (C) (3)	87,100	SUMMER CAMPS
(44) HOPE HAVEN CHILDREN'S CLINIC AND FAMILY CENTER 4600 BEACH BOULEVARD JACKSONVILLE,FL32207	59-0668485	501 (C) (3)	13,105	ACCESS TO SUCCESS
(45) HUBBARD HOUSE INC PO BOX 4909 JACKSONVILLE,FL32201	59-1814635	501 (C) (3)	95,744	EMERGENCY SERVICES/CHILDRENS PROGRAM
(46) JACKSONVILLE AREA LEGAL AID INC 126 WEST ADAMS STREET 7TH FLOOR JACKSONVILLE,FL32202	59-0696291	501 (C) (3)	71,988	LEGAL ASSISTANCE PROGRAM
(47) JACKSONVILLE PUBLIC EDUCATION FUND (PARENT ENGAGEMENT) 40 EAST ADAMS ST STE 110 JACKSONVILLE,FL32202	59-2756660	501 (C) (3)	148,935	PARENT ENGAGEMENT
(48) JACKSONVILLE SPEECH AND HEARING CENTER INC 40 E ADAMS ST STE LL20 JACKSONVILLE,FL32202	59-0970718	501 (C) (3)	83,759	ADULT HEARING DISORDERS/SPEECH SERVICES
(49) JEWISH COMMUNITY ALLIANCE 40 E ADAMS ST STE LL20 JACKSONVILLE,FL32217	59-2620208	501 (C) (3)	143,795	YOUTH HOMELESSNESS
(50) JEWISH FAMILY & COMMUNITY SERVICES 8540 BAYCENTER RD JACKSONVILLE,FL32256	59-0637868	501 (C) (3)	2,011,557	BALANCE PREVENTION/SENIOR ENGAGEMENT
(51) LEARN TO READ-LITERACY ALLIANCE OF NEFL PO BOX 2178 JACKSONVILLE,FL32203	23-7153919	501 (C) (3)	44,661	EDUCATION ASSESMENT AND LDS
(52) LUTHERAN SOCIAL SERVICES OF NORTHEAST FLORIDA INC 4615 PHILLIPS HIGHWAY JACKSONVILLE,FL32207	59-1965600	501 (C) (3)	70,366	NOURISHMENT NETWORK
(53) MALIVAI WASHINGTON YOUTH FOUNDATION 1096 WEST 6TH STREET JACKSONVILLE,FL32209	59-3559150	501 (C) (3)	33,078	TNT PROGRAM
(54) NASSAU COUNTY COUNCIL ON AGING 1367 SOUTH 18TH STREET FERNANDINA BEACH,FL32034	23-7375273	501 (C) (3)	51,630	GERIATRIC CASE MANAGER PROGRAM
(55) NEW HEIGHTS OF NORTHEAST FLORIDA INC 3311 BEACH BLVD JACKSONVILLE,FL32207	59-0718304	501 (C) (3)	85,257	ADULT & CHILDREN THERAPY SERVICES
(56) ONEJAX INSTITUTE AT UNF 1 UNF DR BLDG 53 STE 2750 JACKSONVILLE,FL32224	20-2719059	501 (C) (3)	16,091	ONEYOUTH
(57) PACE CENTER FOR GIRLS JACKSONVILLE 2933 UNIVERSITY BLVD N JACKSONVILLE,FL32211	59-2414492	501 (C) (3)	52,611	HEALTH CLINIC
(58) PINE CASTLE INC 4911 SPRING PARK ROAD JACKSONVILLE,FL32207	59-0704733	501 (C) (3)	76,196	GROUP HOME SERVICES
(59) QUIGLEY HOUSE INC PO BOX 142 ORANGE PARK,FL32067	59-2935027	501 (C) (3)	74,881	EMERGENCY SHELTER AND SUPPORT SERVICES
(60) SANCTUARY ON 8TH STREET PO BOX 3301 JACKSONVILLE,FL32206	59-3108041	501 (C) (3)	75,251	AFTERSCHOOL AND SUMMER PROGRAM
(61) SULZBACHER CENTER 611 EAST ADAMS STREET JACKSONVILLE,FL32202	59-3229898	501 (C) (3)	232,274	HOMELESS HEALTH CARE & SHELTER SERVICES
(62) THE SALVATION ARMY PO BOX 52508 JACKSONVILLE,FL32201	58-0660607	501 (C) (3)	375,417	RED SHIELD LODGE & FAMILY SERVICES (CLAY, DUVAL & NASSAU)
(63) UNITED WAY OF ST JOHNS COUNTY PO BOX 625 ST AUGUSTINE,FL32085	59-6018986	501 (C) (3)	27,418	DONOR DIRECTED CONTRIBUTIONS
(64) YMCA OF FLORIDA'S FIRST COAST INC 40 EAST ADAMS ST STE 210 JACKSONVILLE,FL32202	59-0638514	501 (C) (3)	299,654	YMCA URBAN TEEN & HEALTH PROGRAMS
(65) YOUTH CRISIS CENTER 3015 PARENTAL HOME ROAD JACKSONVILLE,FL32216	59-2176287	501 (C) (3)	107,500	YOUNG ADULTS EMERGENCY SHELTER & MENTAL HEALTH SVCS

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2019

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1) RENT ASSISTANCE	43	33,989
(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

PART I, LINE 2:

BECAUSE FUNDING IS REPORTED BY PURPOSE, AGENCIES MAY BE LISTED MORE THAN ONCE. HOWEVER, THE DOLLARS ARE NOT DUPLICATED. 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. THESE AGENCIES' PROGRAMS ARE NOT SUBJECT TO ANY UNITED WAY OVERSIGHT. SCHEDULE I, PART III - IN CONJUNCTION WITH 211 ASSESSMENTS, A COMMITTEE UTILIZED DONOR DIRECTED FUNDS TO PURCHASE SERVICES FOR INDIVIDUALS WHO PRESENTED A UNIQUE HEALTH AND HUMAN SERVICE NEED THAT CANNOT BE MET THROUGH TRADITIONAL UNITED WAY RESOURCES

Schedule I (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

UNITED WAY OF NORTHEAST FLORIDA INC

Employer identification number

59-0637825

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2019

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1MICHELLE BRAUN PRESIDENT, CEO AND BOARD SECRETARY	(i) (ii)	225,696 ------------- 0	12,716 ------------- 0	0 ------------- 0	17,102 ------------- 0	18,145 ------------- 0	273,659 ------------- 0	0 ------------- 0
2MAUREEN MERCHO VP OF MARKETING, COMMUNICATION & CAM	(i) (ii)	119,914 ------------- 0	3,575 ------------- 0	0 ------------- 0	6,194 ------------- 0	21,305 ------------- 0	150,988 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2019

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

UNITED WAY OF NORTHEAST FLORIDA INC

Employer identification number

59-0637825

Return Reference	Explanation
PART I LN 1 AND PART III LN1: MISSION STATEMENT	FOUNDED IN 1924, UNITED WAY OF NORTHEAST FLORIDA, INC. ("UNITED WAY") HAS EARNED A REPUTATION AS A RESPECTED AND EFFICIENT PHILANTHROPIC ORGANIZATION. UNITED WAY ENVISIONS A COMMUNITY OF OPPORTUNITY WHERE EVERYONE HAS HOPE AND CAN REACH THEIR FULL POTENTIAL. BECAUSE CHANGE DOESN'T HAPPEN ALONE. UNITED WAY'S MISSION IS TO SOLVE NORTHEAST FLORIDA'S TOUGHEST CHALLENGES BY CONNECTING PEOPLE, RESOURCES AND IDEAS. THE NONPROFIT ORGANIZATION'S LONG TRADITION OF ADDRESSING THE HUMAN-SERVICE NEEDS IN DUVAL, BAKER, CLAY, NASSAU AND NORTHERN ST. JOHNS COUNTIES IS MADE POSSIBLE THROUGH THE COMMITMENT OF THOUSANDS OF VOLUNTEERS, DONORS AND COMMUNITY PARTNERS. TO LEARN MORE, VISIT UNITEDWAYNEFL.ORG OR FOLLOW @UNITEDWAYNEFL ON FACEBOOK, TWITTER AND INSTAGRAM. UNITED WAY'S STRATEGIC PRIORITIES ARE TO ENSURE BASIC NEEDS ARE MET FOR ALL THROUGHOUT THE REGION; PRODUCE MEANINGFUL AND MEASURABLE RESULTS IN THE AREAS OF YOUTH SUCCESS, FINANCIAL STABILITY AND HEALTH; AND TO INVEST IN HISTORICALLY CHALLENGED NEIGHBORHOODS CONNECTING EFFORTS TO IMPACT GENERATIONAL POVERTY. UNITED WAY VOLUNTEERS CAREFULLY REVIEW ALL FUNDED PROGRAMS, EVALUATE INITIATIVES, HOLD UNITED WAY AND ITS PARTNERS ACCOUNTABLE FOR RESULTS AND MAKE STRATEGIC FUNDING RECOMMENDATIONS TO CONTINUOUSLY IMPROVE OUTCOMES. AS PART OF ITS COMMUNITY IMPACT WORK, UNITED WAY LEADS SEVERAL INITIATIVES AND COLLABORATIONS TO IMPROVE COMMUNITY RESULTS IN EDUCATION, INCOME AND HEALTH: O SUCCESS BY 6 - PROVIDES ACCESS TO HIGH-QUALITY EARLY LEARNING FOR HARDWORKING FAMILIES WHO WOULD NOT OTHERWISE BE ABLE TO AFFORD A STRONG FOUNDATION FOR THEIR PRESCHOOL CHILDREN (AGES 3 AND 4); OFFERS PARENT ENGAGEMENT AND EDUCATIONAL OPPORTUNITIES TO INCREASE EARLY CHILDHOOD DEVELOPMENT OF ACHIEVERS FOR LIFE - IDENTIFIES MIDDLE SCHOOL STUDENTS WHO ARE EXHIBITING THE WARNING SIGNS OF DROPPING OUT OF SCHOOL AND CONNECTS THEM TO MENTORS, COUNSELORS, TUTORS AND FAMILY ADVOCATES TO GET THEM BACK ON TRACK TO GRADUATION. O UNITED WAY 2-1-1 - OFFERS 24-HOUR ACCESS TO CRITICAL RESOURCES, AND SERVES AS THE AREA'S SUICIDE INTERVENTION HELPLINE O REAL SENSE - INCREASES FINANCIAL STABILITY OF NORTHEAST FLORIDA'S HARDWORKING FAMILIES THROUGH STRATEGIES THAT INCREASE INCOME, KNOWLEDGE AND ASSETS OF FULL-SERVICE SCHOOLS -PROVIDES THERAPEUTIC, HEALTH, AND SOCIAL SERVICES TO STUDENTS AND THEIR FAMILIES IN EIGHT NEIGHBORHOODS THROUGHOUT JACKSONVILLE.
MISSION STATEMENT	FOUNDED IN 1924, UNITED WAY OF NORTHEAST FLORIDA, INC. ("UNITED WAY") HAS EARNED A REPUTATION AS A RESPECTED AND EFFICIENT PHILANTHROPIC ORGANIZATION. UNITED WAY ENVISIONS A COMMUNITY OF OPPORTUNITY WHERE EVERYONE HAS HOPE AND CAN REACH THEIR FULL POTENTIAL. BECAUSE CHANGE DOESN'T HAPPEN ALONE. UNITED WAY'S MISSION IS TO SOLVE NORTHEAST FLORIDA'S TOUGHEST CHALLENGES BY CONNECTING PEOPLE, RESOURCES AND IDEAS. THE NONPROFIT ORGANIZATION'S LONG TRADITION OF ADDRESSING THE HUMAN-SERVICE NEEDS IN DUVAL, BAKER, CLAY, NASSAU AND NORTHERN ST. JOHNS COUNTIES IS MADE POSSIBLE THROUGH THE COMMITMENT OF THOUSANDS OF VOLUNTEERS, DONORS AND COMMUNITY PARTNERS. TO LEARN MORE, VISIT UNITEDWAYNEFL.ORG OR FOLLOW @UNITEDWAYNEFL ON FACEBOOK, TWITTER AND INSTAGRAM. UNITED WAY'S STRATEGIC PRIORITIES ARE TO ENSURE BASIC NEEDS ARE MET FOR ALL THROUGHOUT THE REGION; PRODUCE MEANINGFUL AND MEASURABLE RESULTS IN THE AREAS OF YOUTH SUCCESS, FINANCIAL STABILITY AND HEALTH; AND TO INVEST IN HISTORICALLY CHALLENGED NEIGHBORHOODS CONNECTING EFFORTS TO IMPACT GENERATIONAL POVERTY. UNITED WAY VOLUNTEERS CAREFULLY REVIEW ALL FUNDED PROGRAMS, EVALUATE INITIATIVES, HOLD UNITED WAY AND ITS PARTNERS ACCOUNTABLE FOR RESULTS AND MAKE STRATEGIC FUNDING RECOMMENDATIONS TO CONTINUOUSLY IMPROVE OUTCOMES. AS PART OF ITS COMMUNITY IMPACT WORK, UNITED WAY LEADS SEVERAL INITIATIVES AND COLLABORATIONS TO IMPROVE COMMUNITY RESULTS IN EDUCATION, INCOME AND HEALTH: O SUCCESS BY 6 - PROVIDES ACCESS TO HIGH-QUALITY EARLY LEARNING FOR HARDWORKING FAMILIES WHO WOULD NOT OTHERWISE BE ABLE TO AFFORD A STRONG FOUNDATION FOR THEIR PRESCHOOL CHILDREN (AGES 3 AND 4); OFFERS PARENT ENGAGEMENT AND EDUCATIONAL OPPORTUNITIES TO INCREASE EARLY CHILDHOOD DEVELOPMENT OF ACHIEVERS FOR LIFE - IDENTIFIES MIDDLE SCHOOL STUDENTS WHO ARE EXHIBITING THE WARNING SIGNS OF DROPPING OUT OF SCHOOL AND CONNECTS THEM TO MENTORS, COUNSELORS, TUTORS AND FAMILY ADVOCATES TO GET THEM BACK ON TRACK TO GRADUATION. O UNITED WAY 2-1-1 - OFFERS 24-HOUR ACCESS TO CRITICAL RESOURCES, AND SERVES AS THE AREA'S SUICIDE INTERVENTION HELPLINE O REAL SENSE - INCREASES FINANCIAL STABILITY OF NORTHEAST FLORIDA'S HARDWORKING FAMILIES THROUGH STRATEGIES THAT INCREASE INCOME, KNOWLEDGE AND ASSETS OF FULL-SERVICE SCHOOLS -PROVIDES THERAPEUTIC, HEALTH, AND SOCIAL SERVICES TO STUDENTS AND THEIR FAMILIES IN EIGHT NEIGHBORHOODS THROUGHOUT JACKSONVILLE.
FORM 990, PART VI, SECTION B, LINE 11B	UNITED WAY'S BOARD OF DIRECTORS ESTABLISHED AN AUDIT COMMITTEE TO ASSIST THE DIRECTORS IN FULFILLING ITS OVERSIGHT RESPONSIBILITIES. THE AUDIT COMMITTEE MET WITH THE INDEPENDENT AUDITORS ON OCTOBER 24, 2019. THEY DISCUSSED THE AUDIT PROCESS; REVIEWED AND ACCEPTED THE AUDIT; AND MET IN EXECUTIVE SESSION WITH THE AUDIT TEAM. AT THE JANUARY 23, 2020 BOARD OF DIRECTORS MEETING, THE AUDIT AND IRS FORM 990 WAS REVIEWED.
FORM 990, PART VI, SECTION B, LINE 12C	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, SECTION B, LINE 15	COMPENSATION IS REVIEWED AND APPROVED WITH THE BUDGET. THE MOST RECENT NATIONAL UNITED WAY COMPENSATION STUDY AND LOCAL MARKET DATA ARE 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, SECTION C, LINE 18	UNITED WAY PROVIDES GOVERNING DOCUMENTS AND ITS CONFLICT OF INTEREST POLICY UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST. AUDITS FOR BOTH THE JUNE 30, 2020, AND JUNE 30, 2019, FISCAL YEARS WILL BE POSTED ELECTRONICALLY ON UNITED WAY'S WEBSITE WWW.UNITEDWAYNEFL.ORG.
FORM 990, PART VI, SECTION C, LINE 19	UNITED WAY PROVIDES GOVERNING DOCUMENTS AND ITS CONFLICT OF INTEREST POLICY UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST. AUDITS FOR BOTH THE JUNE 30, 2020, AND JUNE 30, 2019, FISCAL YEARS WILL BE POSTED ELECTRONICALLY ON UNITED WAY'S WEBSITE WWW.UNITEDWAYNEFL.ORG.
FORM 990, PART XI, LINE 9:	CHANGE IN PENSION BENEFIT -17,879.
FORM 990, PART XII, LINE 2C	THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	16
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	16
5	Total number of individuals employed in calendar year 2019 (Part V, line 2a) ......	5	81
6	Total number of volunteers (estimate if necessary) .............	6	4,986
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	21,185,419	26,449,502
9	Program service revenue (Part VIII, line 2g) .........	0	213,894
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	67,869	68,525
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	153,381
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	21,253,288	26,885,302
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	15,255,182	18,236,369
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	5,318,255	5,184,462
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 1,771,312
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	2,945,003	2,818,081
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	23,518,440	26,238,912
19	Revenue less expenses. Subtract line 18 from line 12.......	-2,265,152	646,390
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	20,354,822	23,292,003
21	Total liabilities (Part X, line 26).............	3,933,951	6,161,621
22	Net assets or fund balances. Subtract line 21 from line 20.....	16,420,871	17,130,382

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 8,238,070 including grants of $ 5,832,516 ) (Revenue $ 213,894 )
	UNITED WAY FUNDS PROGRAMS THAT DELIVER VITAL SERVICES TO THE COMMUNITY INCLUDING A COMMUNITY SUPPORT NETWORK TO COORDINATE PLANNING; INFORMATION AND REFERRAL SERVICES; VOLUNTEER RECRUITMENT AND ENGAGEMENT; AND BASIC NEEDS AND DISASTER SERVICES. UNITED WAY'S 2-1-1 IS A UNIQUE PROGRAM THAT OFFERS FREE, CONFIDENTIAL INFORMATION AND REFERRAL 24 HOURS A DAY, SEVEN DAYS A WEEK FOR ANY RESIDENT IN NINE COUNTIES OF NORTHEAST FLORIDA (DUVAL, ST. JOHNS, CLAY, NASSAU, BAKER, PUTNAM, COLUMBIA, SUWANNEE AND HAMILTON COUNTIES) WHO MAY NOT KNOW WHERE TO TURN FOR A VARIETY OF HEALTH AND HUMAN SERVICE RESOURCES INCLUDING CHILDCARE, EMERGENCY FINANCIAL ASSISTANCE, FOOD, SHELTER, AND COUNSELING. 2-1-1 ACHIEVEMENTS - UNITED WAY 2-1-1 RECEIVED 79,883 PHONE CALLS IN FY2019-20 AND MADE 37,904 REFERRALS FOR CALLERS WHO NEEDED EMERGENCY FINANCIAL ASSISTANCE AND OTHER RELATED NEEDS - FOOD, SHELTER, CLOTHING, CHILDCARE, COUNSELING, ETC. UNITED WAY 2-1-1 CALL CENTER SPECIALISTS ALSO ASSISTED 1,165 SUICIDE/CRISIS CALLERS IN FY2019-20. APPROXIMATELY 90 PERCENT OF ALL REFERRALS WERE TO DUVAL COUNTY RESIDENTS. VOLUNTEER ENGAGEMENT - UNITED WAY'S CALL TO ACTION IS TO "LIVE UNITED." TO LIVE UNITED IS BEING A PART OF THE CHANGE BEING PART OF SOMETHING BIGGER THAN OURSELVES AND MAKING A DIFFERENCE IN PEOPLE'S LIVES THROUGH GIFTS OF MONEY AND TIME. IN 2019-2020, UNITED WAY'S VOLUNTEER AND COMMUNITY ENGAGEMENT OFFICE GENERATED MORE THAN 190 PROJECTS THAT INVOLVED MORE THAN 2,673 COMPANY AND COMMUNITY VOLUNTEERS WITH A TOTAL OF MORE THAN 15,340 LOGGED VOLUNTEER HOURS. WITH THE INCLUSION OF OUR MORE THAN 428 READING PALS, ACHIEVERS FOR LIFE MENTORS AND REALSENSE VOLUNTEERS, THE OFFICE LOGGED IN CLOSE TO 29,785 HOURS OF VOLUNTEER SERVICE.

4b	(Code: ) (Expenses $ 4,580,193 including grants of $ 4,361,501 ) (Revenue $ )
	EDUCATION: UNITED WAY IS CREATING POSITIVE, LONG-LASTING CHANGE THAT ULTIMATELY PREVENTS PROBLEMS BEFORE THEY HAPPEN. RESEARCH AND ANALYSIS SHOW THAT WHEN CHILDREN ENTER SCHOOL READY TO LEARN, THEY SUCCEED AND TARGETED ACTION SUCH AS SCHOOL-BASED SOCIAL SERVICES AND MENTORING HELP STUDENTS GRADUATE ON TIME. UNITED WAY SPONSORS PROGRAMS THAT PROVIDE MENTORING, COUNSELING, CASE MANAGEMENT, TEEN PARENTING PREVENTION AND SUPPORT, AFTER-SCHOOL ACTIVITIES, TUTORING AND ENRICHMENT ACTIVITIES TO HELP STUDENTS SUCCEED EVEN WHEN THEY ARE FACED WITH OBSTACLES. IMPROVED ACCESS TO QUALITY EARLY LEARNING THROUGH UNITED WAY-SPONSORED PROGRAMS HELPS CHILDREN FROM BIRTH TO FIVE YEARS GROW, DEVELOP AND LEARN. ACHIEVERS FOR LIFE (AFL) A DROPOUT PREVENTION STRATEGY FOCUSED ON MIDDLE SCHOOL STUDENTS WHO ARE AT-RISK FOR ACADEMIC FAILURE. DROPPING OUT IS A GRADUAL PROCESS WITH SIGNS APPEARING AS EARLY AS MIDDLE SCHOOL. WARNING SIGNS OF DROPPING OUT IN THE FUTURE INCLUDE POOR ATTENDANCE, BEHAVIOR, READING AND MATH GRADES AND READING AND MATH STANDARDIZED TEST SCORES. COMPONENTS INCLUDE ONE-ON-ONE WEEKLY MENTORING, TUTORING, AND COUNSELING FOR STUDENTS, FAMILY SUPPORT SERVICES, AS WELL AS PARENT TRAINING TO HELP PRINCIPALS INCREASE FAMILIES' ENGAGEMENT AT SCHOOL. AFL ADDRESSES THE CHALLENGES ASSOCIATED WITH KEEPING STUDENTS ON TRACK FOR HIGH SCHOOL GRADUATION. AFL INCLUDES A WHOLE SCHOOL INITIATIVE CALLED THE PARENT ENGAGEMENT PROJECT THAT PROVIDES INNOVATIVE OPPORTUNITIES FOR SCHOOL STAFF TO INVOLVE PARENTS MORE FULLY IN THE ACADEMIC LIVES OF THEIR STUDENTS. SINCE IMPLEMENTING ACHIEVERS FOR LIFE IN 2007, 6099 STUDENTS AND THEIR FAMILIES HAVE PARTICIPATED IN THE INITIATIVE, AND WE HAVE CONSISTENTLY MEASURED THE RESULTS OF AFL STUDENTS. THIS INITIATIVE IN COLLABORATION WITH OUR IMPACT AND COMMUNITY PARTNERS HAS, ON AVERAGE, RESULTED IN PROMOTION RATES OF 99%, ATTENDANCE RATES OF 100% AND GPAS REACHING 2.55 FOR STUDENTS WHO WERE STRUGGLING IN SCHOOL BEFORE ADDITIONAL SUPPORT. IN ADDITION, AFTER THREE YEARS OF SUPPORT ACHIEVERS FOR LIFE: 88% OF STUDENTS HAD AN A, B, OR C IN MATH; 85% OF STUDENTS HAD AN A, B, OR C IN ENGLISH; 99% OF STUDENTS HAD 2 OR FEWER SCHOOL SUSPENSIONS; AND STABILIZE FAMILIES - 99% OF AFL FAMILIES DID NOT MOVE, EITHER PLANNED OR UNPLANNED, DURING THE SCHOOL YEAR. COMMUNITIES IN SCHOOLS OF JACKSONVILLE, BIG BROTHERS BIG SISTERS OF NE FL AND JEWISH FAMILY AND COMMUNITY SERVICES ARE UNITED WAY'S LEAD PARTNERS IN IMPLEMENTING THIS INITIATIVE. IN MAY 2009, ACHIEVERS FOR LIFE WAS RECOGNIZED BY UNITED WAY WORLDWIDE AS A BEST PRACTICE IN EDUCATION INNOVATION. MICHAEL WARD'S $1 MILLION PLEDGE DURING 2008, OSCAR AND CATHY MUNOZ'S PLEDGE OF $1 MILLION DURING 2010, AVAILITY'S $500,000 PLEDGE IN 2011 AND FNF'S $500,000 PLEDGE IN 2012 AND $500,000 FROM THE DUVAL COUNTY PUBLIC SCHOOLS ARE INDICATIVE OF DONOR INTEREST IN IMPROVING GRADUATION RATES THROUGH INITIATIVES LIKE ACHIEVERS FOR LIFE. ACHIEVERS FOR LIFE WAS IN TEN MIDDLE SCHOOLS IN DUVAL COUNTY IN 2020-21: ARLINGTON, LAKESHORE, MATHEW GILBERT, NORTHWESTERN, JEB STUART, JEFFERSON DAVIS, YOUNG MEN'S AND YOUNG WOMEN'S LEADERSHIP ACADEMY, JEAN RIBAULT, HIGHLANDS AND JOSEPH STILWELL. SUCCESS BY 6, A PARTNERSHIP BETWEEN UNITED WAY AND THE EARLY LEARNING COALITION OF DUVAL AND THE EARLY LEARNING COALITION OF NORTH FLORIDA, PROVIDES TWO-YEAR SCHOLARSHIPS TO WORKING FAMILIES WITH THREE-YEAR-OLD CHILDREN. THE CHILDREN ARE PLACED IN HIGH-QUALITY EARLY EDUCATION CENTERS AND RECEIVE TWO YEARS OF YEAR-ROUND, FULL-DAY EDUCATION AND CARE. SINCE SUCCESS BY 6 BEGAN IN 2007, 1915 PRESCHOOLERS HAVE RECEIVED GRANTS TO ATTEND TWO YEARS OF HIGH-QUALITY EARLY LEARNING. BECAUSE SUCCESS BY 6 FUNDING SUPPORTS THE HIGH-QUALITY EDUCATION PROGRAMMING AT THE CENTERS, MORE THAN 2,500 PRESCHOOLERS BENEFIT EACH YEAR. THE FLORIDA INSTITUTE OF EDUCATION (FIE) AT UNF EVALUATED SUCCESS BY 6 DURING THE FIRST SIX YEARS WITH TWO STANDARDIZED TESTS: THE TEST OF PRESCHOOL EARLY LITERACY THAT EVALUATES PRE-LITERACY SKILLS, AND THE BRACKEN BASIC CONCEPT SCALE THAT MEASURES SCHOOL READINESS. THE RESULTS SHOWED THAT AFTER TWO YEARS OF HIGH-QUALITY EARLY LEARNING: 94% OF PRESCHOOLERS WERE READY FOR SCHOOL COMPARED TO 79% READY BEFORE PARTICIPATING IN SUCCESS BY 6. UNITED WAY OF NE FL IS ONE OF 17 FLORIDA UNITED WAYS SHARING A MULTI-MILLION DOLLAR GRANT FROM CAROL & BARNEY BARNETT OF PUBLIX SUPER MARKETS. THE GOAL IS TO ENSURE THAT MORE CHILDREN IN OUR COMMUNITY START KINDERGARTEN READY TO LEARN TO READ. READINGPALS MATCHES VOLUNTEERS WITH FOUR-YEAR-OLD VPK STUDENTS FOR READING AND ACTIVITIES TO BUILD ORAL LANGUAGE SKILLS AND VOCABULARY. READINGPALS IS A STATEWIDE EARLY LITERACY INITIATIVE THAT PROVIDES VOLUNTEER MENTORS FOR VOLUNTARY PREKINDERGARTEN (VPK) STUDENTS WHO NEED EXTRA HELP. IN THE PAST SEVEN YEARS READINGPALS HAS SERVED OVER 1814 CHILDREN WITH OVER 933 VOLUNTEERS. READINGPALS PROVIDED APPROXIMATELY 16,000 BOOKS TO STUDENTS AND VOLUNTEERS GAVE OVER 10,000 HOURS OF READING TIME. TRADITIONALLY, READINGPALS STUDENTS START FURTHER BEHIND THAN THEIR PEERS. IN LAST YEAR'S EVALUATION, READING PALS STUDENTS HAD A 40% INCREASE ON ORAL LANGUAGE/VOCABULARY ASSESSMENTS FROM FALL TO SPRING COMPARED TO A 22% INCREASE FOR NON-READINGPALS STUDENTS. THIS YEAR, ALL READINGPALS VOLUNTEER SESSIONS WERE VIRTUAL WITH VELLO, AN ONLINE TUTORING PLATFORM.

4c	(Code: ) (Expenses $ 4,723,878 including grants of $ 2,960,999 ) (Revenue $ )
	HEALTH: NEW AND EVOLVING HEALTH ISSUES REQUIRE UTILIZATION OF COLLABORATIVE PARTNERSHIPS. THROUGH DONOR CONTRIBUTIONS AND VARIOUS GRANT FUNDERS, UNITED WAY ADVANCES THE COMMON GOOD BY CREATING OPPORTUNITIES FOR A BETTER LIFE FOR CITIZENS OF ALL AGES. WE PROUDLY SUPPORT TWENTY HEALTH AGENCIES AND TWENTY-TWO PROGRAMS THAT ADDRESS CRITICAL ISSUES SUCH AS EMERGENCY SERVICES TO HELP PREVENT AND COMBAT DOMESTIC VIOLENCE AND CHILD ABUSE; PROVIDING ACCESS TO HEALTH CARE SERVICES AND NUTRITIOUS FOOD; HELPING SENIORS AND INDIVIDUALS WITH DISABILITIES LIVE INDEPENDENTLY. *FULL SERVICE SCHOOLS ACHIEVEMENTS - FULL SERVICE SCHOOLS OF JACKSONVILLE IS A COLLABORATIVE APPROACH TO MEET THE THERAPEUTIC, HEALTH AND SOCIAL SERVICE NEEDS OF AT-RISK STUDENTS AND FAMILIES IN DUVAL COUNTY. MAJOR FUNDING PARTNERS ARE BAPTIST HEALTH, CHARTRAND FAMILY FUND, DUVAL COUNTY PUBLIC SCHOOLS, DUVAL COUNTY DEPARTMENT OF HEALTH, KIDS HOPE ALLIANCE, LUCY GOODING CHARITABLE FOUNDATION TRUST, ST. VINCENT'S MOBILE HEALTH AND WEAVER FAMILY FOUNDATION. LED BY UNITED WAY, THESE SCHOOL-BASED NEIGHBORHOOD CENTERS BRING TOGETHER COMMUNITY RESOURCES, NEIGHBORS AND SCHOOLS TO PROMOTE THE HEALTH AND WELL-BEING OF STUDENTS, THEIR FAMILIES, AND NEIGHBORHOOD RESIDENTS. FULL SERVICE SCHOOLS PROVIDES A COMPREHENSIVE ARRAY OF SERVICES TO 87 DUVAL COUNTY SCHOOLS, WITH 57,000 STUDENTS ELIGIBLE TO RECEIVE SERVICES. AN ADDITION, 56,000 STUDENTS (AT 73 DUVAL COUNTY SCHOOLS) HAVE ACCESS TO COMPREHENSIVE MENTAL HEALTH SERVICES. SINCE THE CREATION OF THE FIRST SITE IN THE ANDREW JACKSON FEEDER PATTERN IN 1991, FULL SERVICE SCHOOLS OF JACKSONVILLE HAS GROWN TO EIGHT TARGETED NEIGHBORHOODS IN DUVAL COUNTY. THEY ARE: ARLINGTON FAMILY RESOURCE CENTER, BEACHES FAMILY RESOURCE CENTER, ENGLEWOOD FAMILY RESOURCE CENTER, GREATER SPRINGFIELD FAMILY RESOURCE CENTER, HISTORIC JAMES WELDON JOHNSON FAMILY RESOURCE CENTER, RIBAULT FAMILY RESOURCE CENTER, SANDALWOOD FAMILY RESOURCE CENTER AND WESTSIDE FAMILY RESOURCE CENTER. SERVICES ARE DELIVERED WITHIN THE NEIGHBORHOOD AND SCHOOLS TO REMOVE THE BARRIER OF TRANSPORTATION AND ARE FREE OF CHARGE AND INCLUDE THE FOLLOWING: COUNSELING, FAMILY THERAPY, BEHAVIOR MANAGEMENT, SUBSTANCE ABUSE COUNSELING, PARENTING CLASSES, MEDICAL TREATMENT AND FOLLOW-UP, PSYCHOLOGICAL TESTING, TUTORING, LEGAL CONSULTATION, AND OUTSIDE REFERRALS TO OTHER AGENCIES. THE NATIONAL CENTER FOR SCHOOL ENGAGEMENT, CONDUCTED AN EVALUATION (2011-12) OF FULL-SERVICE SCHOOLS THAT SHOWED THE FOLLOWING RESULTS FOR STUDENTS WHO RECEIVED COUNSELING: 20% IMPROVEMENT IN ATTENDANCE, 32% INCREASE IN LANGUAGE ARTS GRADES AND 31% INCREASE IN MATH GRADES. FULL SERVICE SCHOOL STUDENTS WERE HALF AS LIKELY TO BE RETAINED TWO CONSECUTIVE YEARS COMPARED TO STUDENTS WHO DIDN'T PARTICIPATE IN COUNSELING BUT NEEDED IT. RESULTS FOR THE 2019-20 SCHOOL YEAR: 6,721 STUDENTS WERE REFERRED FOR SERVICES, 6,444 STUDENTS WERE PROVIDED MEDICAL SERVICES, 4,282 STUDENTS RECEIVED MENTAL HEALTH TREATMENT AND 29,142 PEOPLE WERE SERVED BY FULL SERVICE SCHOOLS. 99% OF STUDENTS COMPLETING COUNSELING DEMONSTRATED A MEASURABLE INCREASE IN OVERALL FUNCTIONING, AND 97% OF STUDENTS WERE PROMOTED TO THE NEXT GRADE LEVEL. STATEMENTS MADE BY INDIVIDUALS BENEFITTING FROM THE SERVICES OF FULL-SERVICE SCHOOLS: "THE COUNSELING MADE A DIFFERENCE BECAUSE IF IT WAS UP TO ME, I WOULD HAVE DROPPED OUT WHEN I WAS 18." - HIGH SCHOOL STUDENT WHO RECEIVED COUNSELING "MY CHILD HAS MADE THE HONOR ROLL, AND HE HAS NOT DONE THAT SINCE PROBABLY KINDERGARTEN." - PARENT OF STUDENT WHO RECEIVED COUNSELING.

	(Code: ) (Expenses $ 5,720,221 including grants of $ 5,081,353 ) (Revenue $ )
	INCOME/FINANCIAL STABILITY - COMBATING POVERTY: POVERTY IS IDENTIFIED AS A ROOT CAUSE OF MANY SOCIAL ILLS - VIOLENCE, SUBSTANCE ABUSE, DEPRESSION, AND FAILURE IN SCHOOL. ONE IN FIVE CHILDREN IN NORTHEAST FLORIDA LIVES IN POVERTY. IN TODAY'S SOCIETY, SIMPLY HAVING A JOB NO LONGER STOPS PEOPLE FROM BEING POOR. INDEED, MANY HARD-WORKING FAMILIES WORK MULTIPLE JOBS TO AVOID THE CYCLE OF POVERTY, YET THE RISING COSTS OF BASIC NECESSITIES, COUPLED WITH CHANGES IN THE ECONOMY, LEAVE MANY HARD-WORKING INDIVIDUALS STRUGGLING TO MAKE ENDS MEET. MANY ARE FORCED TO CHOOSE BETWEEN PAYING BILLS AND BUYING GROCERIES. UNITED WAY'S 2018 ALICE REPORT (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) PROVIDES A COUNTY-BY-COUNTY ASSESSMENT TO HELP US BETTER UNDERSTAND THE STRUGGLES THAT LOW-INCOME HOUSEHOLDS ENCOUNTER EVERY DAY. ALICE REPRESENTS THOSE FAMILIES WHO WORK HARD, BUT DUE TO HIGH LIVING COSTS AND FACTORS OFTEN BEYOND THEIR CONTROL, ARE CONSTANTLY LIVING PAYCHECK TO PAYCHECK. THE REPORT INDICATES THAT, IN NORTHEAST FLORIDA, 40% OF THE HOUSEHOLDS ARE BELOW THE ALICE LEVEL (HOUSEHOLD SURVIVAL BUDGET OF $56,160 FOR A FAMILY OF FOUR), MEANING THAT THESE FAMILIES ARE IN CONSTANT FINANCIAL STRESS JUST TO AFFORD BASIC HOUSEHOLD NECESSITIES. TO ADDRESS THE IMPACT OF POVERTY, UNITED WAY INVESTS IN PROGRAMS, SUCH AS THE REALSENSE INITIATIVE, THAT PROMOTE FINANCIAL STABILITY AND INDEPENDENCE. SINCE 2003, REALSENSE'S MISSION HAS BEEN TO PROACTIVELY PROVIDE RESOURCES TO IMPROVE THE PROSPERITY OF OUR COMMUNITY'S MOST ECONOMICALLY-CHALLENGED AND VULNERABLE CITIZENS, THEREFORE MAKING OUR LOCAL ECONOMY AND ITS CITIZENS STRONGER. THE PROGRAM IS A STRATEGY WITHIN UNITED WAY'S FINANCIAL STABILITY PRIORITY GOAL TO ENSURE THAT "FAMILIES ARE ECONOMICALLY STABLE AND SELF-SUFFICIENT." THROUGH FREE TAX PREPARATION SERVICES AND FINANCIAL EDUCATION WORKSHOPS, REALSENSE SEEKS TO STABILIZE LOW- TO MODERATE-INCOME WORKING FAMILIES IN NORTHEAST FLORIDA BY PROVIDING THEM THE TOOLS, KNOWLEDGE, SKILLS AND RESOURCES NEEDED TO SUCCEED. REALSENSE ACHIEVEMENTS - DURING THE 2020 TAX SEASON, VOLUNTEERS AND SEASONAL PAID STAFF ASSISTED 17,189 CLIENTS IN SEVEN COUNTIES THROUGHOUT NORTHEAST FLORIDA WITH PREPARING THEIR FEDERAL INCOME TAXES, RESULTING IN $23.4 MILLION IN TOTAL REFUND DOLLARS RETURNED TO OUR LOCAL ECONOMY AT NO COST TO THE CLIENTS. AS A RESULT, CLIENTS SAVED AN ESTIMATED $3.6 MILLION IN PREPARATION FEES ALONE, WHILE $6.0 MILLION IN FEDERAL EITC FUNDS WERE FUNNELED INTO OUR LOCAL ECONOMY (AN ESTIMATED LOCAL ECONOMIC IMPACT OF $38 MILLION). REALSENSE'S FINANCIAL EDUCATION PROGRAMS FOCUS ON TEACHING SOUND MONEY MANAGEMENT TECHNIQUES AND CREATING SPENDING AND SAVING PLANS FOR WORKING FAMILIES, INDIVIDUALS AND YOUTH IN ORDER TO BUILD LONG-TERM ASSETS. COLLABORATING WITH UNITED WAY'S PARTNER AGENCIES, REALSENSE STAFF AND VOLUNTEERS CONDUCT 15-20 FINANCIAL EDUCATION WORKSHOPS PER MONTH AT LOCATIONS ACROSS NORTHEAST FLORIDA, THUS HELPING THESE NONPROFIT ORGANIZATIONS EXPAND THE SERVICE DELIVERY CAPACITY TO THEIR CLIENTS AND PROMOTE THE FREE TAX PREPARATION SERVICES. IN 2019/2020, MORE THAN 8,621 PARTICIPANT HOURS WERE LOGGED IN ALL OUR FINANCIAL EDUCATION WORKSHOPS. SURVEYS COMPLETED SIX MONTHS AFTER PARTICIPATING IN A REALSENSE FINANCIAL EDUCATION WORKSHOP INDICATE THAT 34% OF PARTICIPANTS HAD DECREASED THEIR DEBT THANKS TO KNOWLEDGE GAINED AND 64% HAD DEVELOPED A WRITTEN BUDGET. DONOR DESIGNATIONS - IN ADDITION TO FUNDING FOR ALL OF THE AFOREMENTIONED PROGRAMS, UNITED WAY PROCESSED APPROXIMATELY $4.6 MILLION IN SPECIFIC, DONOR DESIGNATED FUNDS. FOR DONOR CONVENIENCE, UNITED WAY OF NORTHEAST FLORIDA ENABLES CONTRIBUTORS TO DIRECT A PORTION OF THEIR DONATION TO A SPECIFIC HEALTH AND HUMAN SERVICE NONPROFIT ORGANIZATION WITH WHICH THEY ARE AFFILIATED. IN THESE TRANSACTIONS, UNITED WAY ACTS AS AN AGENT THAT COLLECTS, PROCESSES, AND DISBURSES THE FUNDS. IT IS NOT A MISSION-ORIENTED FUNCTION; CONSEQUENTLY, UNITED WAY DOES NOT MONITOR OR REQUIRE THE RECIPIENT ORGANIZATIONS TO PROVIDE INFORMATION RELATIVE TO THE USE AND RESULTS OF THESE CONTRIBUTIONS.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 5,720,221 including grants of $ 5,081,353 ) (Revenue $ )
4e	Total program service expenses23,262,362

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)			(D) Reportable compensation from the organization (W-2/1099-MISC)	(E) Reportable compensation from related organizations (W-2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) MICHELLE BRAUN........................................................................ PRESIDENT, CEO AND BOARD SECRETARY	64.00 .......................	X		238,412	0	35,247
(19) RICHARD BUTCHER........................................................................ CHIEF FINANCIAL OFFICER	56.00 .......................	X		87,339	0	146
(20) MAUREEN MERCHO........................................................................ VP OF MARKETING, COMMUNICATION & CAMPAIGN	59.00 .......................		X	123,489	0	27,499
(21) BRENT DIETZ........................................................................ I.T. DIRECTOR	50.00 .......................		X	126,487	0	258
(22) PHYLLIS MARTIN........................................................................ HEAD OF COMMUNITY IMPACT & STRATEGIC INVESTMENT	44.00 .......................		X	125,425	0	12,114
(23) LORI SMITH........................................................................ VP OF HUMAN RESOURCES & ORGANIZATIONAL DEVELOPMENT	57.00 .......................		X	123,551	0	906

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	824,703	0	76,170

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1a	Federated campaigns..		1a	91,239
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	26,358,263

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		26,449,502

		Business Code
2a	SERVICE FEES	900099	213,894	213,894
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		213,894

3 Investment income (including dividends, interest, and othersimilar amounts) ......			70,967			70,967
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		1,322,334	7a
b	Less: cost or other basis and sales expenses		1,324,776	7b
c	Gain or (loss)		-2,442	7c
d	Net gain or (loss).........			-2,442	-2,442
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	MISCELLANEOUS INCOME		900099	153,381			153,381
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			153,381
12	Total revenue. See instructions.....			26,885,302	211,452	0	224,348

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	18,202,380	18,202,380
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	33,989	33,989
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	325,751	59,603	206,545	59,603
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	3,639,615	2,262,674	495,566	881,375
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......	952,884	699,440	69,758	183,686
10	Payroll taxes ...........	266,212	154,521	46,839	64,852
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	1,006,006	779,728	137,454	88,824
12	Advertising and promotion ....
13	Office expenses .......	613,468	448,827	76,659	87,982
14	Information technology ......	134,045	115,763	4,755	13,527
15	Royalties ..
16	Occupancy ...........
17	Travel ............	25,672	12,734	5,912	7,026
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	32,212	20,748	11,209	255
20	Interest ...........	32,141	16,148	15,532	461
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	185,333	116,434	28,050	40,849
23	Insurance ...	42,790	26,041	7,779	8,970
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	UNITED WAY WORLDWIDE ME	219,511	121,028	44,341	54,142
b	SPC LICENSURE FEE EXPEN	187,662			187,662
c	MAINTENANCE AND REPAIRS	175,815	85,996	29,015	60,804
d	PUBLIC AWARENESS CAMPAI	91,599	74,286		17,313
e	All other expenses	71,827	32,022	25,824	13,981
25	Total functional expenses. Add lines 1 through 24e	26,238,912	23,262,362	1,205,238	1,771,312
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			6,144,807	1	9,162,621
2	Savings and temporary cash investments .........			1,509,262	2	1,791,013
3	Pledges and grants receivable, net ......			7,434,011	3	8,882,784
4	Accounts receivable, net .............			438,827	4	358,059
5	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			190,868	9	51,160
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	2,461,614
b	Less: accumulated depreciation	10b	1,528,508	1,087,839	10c	933,106
11	Investments—publicly traded securities .			3,549,208	11	2,113,260
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........				15
16	Total assets. Add lines 1 through 15 (must equal line 33)...			20,354,822	16	23,292,003

17	Accounts payable and accrued expenses .....	484,501	17	679,761
18	Grants payable ...	519,781	18	21,887
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23	975,500
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	2,929,669	25	4,484,473
26	Total liabilities. Add lines 17 through 25..	3,933,951	26	6,161,621

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	12,458,046	27	13,974,341
28	Net assets with donor restrictions ...........	3,962,825	28	3,156,041
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	16,420,871	32	17,130,382
33	Total liabilities and net assets/fund balances ........	20,354,822	33	23,292,003