TY 2022 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/1099-NEC)
(1) LAURA GILLIAM...................................................................... PRESIDENT/CE	45.00 .................		X	120,187	6,328
(2) MEGAN BURKE...................................................................... MARKETING CH	1.00 .................	X		0	0
(3) MATT COUCH...................................................................... DIRECTOR	1.00 .................	X		0	0
(4) TAMMY DAVIES...................................................................... DIRECTOR	1.00 .................	X		0	0
(5) KENDRICK DOIDGE...................................................................... DIRECTOR	1.00 .................	X		0	0
(6) NAISY DOLAR...................................................................... DIRECTOR	1.00 .................	X		0	0
(7) DEBORAH DOUMA...................................................................... DIRECTOR	1.00 .................	X		0	0
(8) CEDRIC DURRE...................................................................... DIRECTOR	1.00 .................	X		0	0
(9) PETER DYSON...................................................................... DIRECTOR	1.00 .................	X		0	0
(10) DONNA EDWARDS...................................................................... DIRECTOR	1.00 .................	X		0	0
(11) TOM DELLA FLORA...................................................................... DIRECTOR	1.00 .................	X		0	0
(12) JOHN FLOYD...................................................................... DIRECTOR	1.00 .................	X		0	0
(13) JESSICA GRIFFEN...................................................................... DIRECTOR	1.00 .................	X		0	0
(14) CLARE HAENSZEL...................................................................... TREASURER	1.00 .................	X		0	0
(15) WESLEY HALL...................................................................... DIRECTOR	1.00 .................	X		0	0
(16) LARRY HERINGER...................................................................... DIRECTOR	1.00 .................	X	X	0	0
(17) TONY KISNER...................................................................... SECRETARY	1.00 .................	X		0	0

(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)
(18) WANDA KOTICK........................................................................ DIRECTOR	1.00 .......................	X	0	0	0
(19) DAVID KUEHL........................................................................ DIRECTOR	1.00 .......................	X	0	0	0
(20) JACK LOWREY........................................................................ DIRECTOR	1.00 .......................	X	0	0	0
(21) BARBARA MACNEIL........................................................................ DIRECTOR	1.00 .......................	X	0	0	0
(22) AMY MILLER........................................................................ BOARD CHAIR	1.00 .......................	X	0	0	0
(23) TRAVIS MOROCK........................................................................ DIRECTOR	1.00 .......................	X	0	0	0
(24) ERIC L MYERS........................................................................ DIRECTOR	1.00 .......................	X	0	0	0
(25) TODD PHILIPS........................................................................ VICE CHAIR	1.00 .......................	X	0	0	0
(26) CHRIS SCALES........................................................................ DIRECTOR	1.00 .......................	X	0	0	0
(27) DAN SCHEBLER........................................................................ DIRECTOR	1.00 .......................	X	0	0	0
(28) PATRICE WHITTEN........................................................................ DEVELOPMENT	1.00 .......................	X	0	0	0
(29) BRIAN WYER........................................................................ DIRECTOR	1.00 .......................	X	0	0	0

- TIN:

SCHEDULE A
(Form 990)

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

2022

Open to Public
Inspection

Name of the organization

UNITED WAY OF WEST FLORIDA INC

Employer identification number

59-0651076

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).)

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 33 1/3% 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 33 1/3% 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 on 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) 2022

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) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	3,155,772	3,190,751	3,300,774	2,332,400	2,742,806	14,722,503
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	3,155,772	3,190,751	3,300,774	2,332,400	2,742,806	14,722,503
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) ..
6	Public support. Subtract line 5 from line 4.						14,722,503

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
7	Amounts from line 4..	3,155,772	3,190,751	3,300,774	2,332,400	2,742,806	14,722,503
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	23,917	23,907	17,854	18,154	20,681	104,513
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						14,827,016

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

584,904

First 5 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 2022 (line 6, column (f) divided by line 11, column (f)) .........

99.300 %

Public support percentage for 2020 Schedule A, Part II, line 14 ...............

99.370 %

16a

33 1/3% support test—2022. 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—2021. 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—2022. 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—2021. 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) 2022

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) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(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) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(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 on 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 5 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 2022 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2021 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2022 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2021 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2022. 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—2021. 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) 2022

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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) .

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

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 on 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 on 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) 2022

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 on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, 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 line 2 above, 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 lines 2a and 2b 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 on line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2022

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 0.015 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 0.035	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) 2022

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	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2022 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2022	(iii) Distributable Amount for 2022
1 Distributable amount for 2022 from Section C, line 6
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2022:
a From 2017.......
b From 2018.......
c From 2019.......
d From 2020.......
e From 2021.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2022 distributable amount
i Carryover from 2017 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2022 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2022 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2022, 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 2022. 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 2023. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2018.....
b Excess from 2019.....
c Excess from 2020.....
d Excess from 2021.....
e Excess from 2022.....

Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022

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) 2022

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

2021

Open to Public Inspection

Name of the organization

UNITED WAY OF WEST FLORIDA INC

Employer identification number

59-0651076

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) 2021

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 ....	1,053,159	1,180,870	910,341	1,205,718	1,203,501
b	Contributions ...			249,431
c	Net investment earnings, gains, and losses	62,996	-120,693	202,647	44,840	58,858
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...			-174,693	-333,240	-49,722
f	Administrative expenses ....	-6,339	-7,018	-6,856	-6,977	-6,919
g	End of year balance ......	1,109,816	1,053,159	1,180,870	910,341	1,205,718

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

Board designated or quasi-endowment SchDMd Bullet

66.940 %

Permanent endowment SchDMd Bullet

33.060 %

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)

(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 .....	15,000		15,000
b	Buildings ....	758,224		758,224
c	Leasehold improvements
d	Equipment ....	217,064	169,229	47,835
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				821,059

Schedule D (Form 990) 2021

Page 3

Part VII

Investments - Other 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
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program 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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	2,735
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) 2021

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	4,194,628
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	52,637
b	Donated services and use of facilities .........	2b	146,225
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	198,862
3	Subtract line 2e from line 1..................			3	3,995,766
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	150,258
c	Add lines 4a and 4b....................			4c	150,258
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	4,146,024

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	3,016,257
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a	146,225
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................			2e	146,225
3	Subtract line 2e from line 1...................			3	2,870,032
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	150,258
c	Add lines 4a and 4b.....................			4c	150,258
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	3,020,290

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
SCHEDULE D, PAGE 2, PART V, LINE 4	THE ORGANIZATION HOLDS PERMANENTLY RESTRICTED FUNDS OF 366,926 AS OF JUNE 30, 2023. THE ORGANIZATION CAN USE THE INCOME THEREFROM FOR OPERATIONS. THE ORGANIZATION HOLDS QUASI-ENDOWED FUNDS OF 742,890 AS OF JUNE 30, 2023, FOR WHICH THE BOARD DESIGNATED AS A RESERVE FUND, EQUIVALENT TO 90 DAYS OF OPERATIONS AND ARE SET ASIDE IN THE EVENT OF FUTURE DISASTERS OR ECONOMIC DOWNTURNS IN THE COMMUNITY.
SCHEDULE D, PAGE 3, PART X	UNITED WAY OF WEST FLORIDA, INC. IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN RECOGNIZED. THE ORGANIZATION ANNUALLY FILES FEDERAL INFORMATION RETURNS (FORM 990), WHICH ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES UNTIL THE EXPIRATION OF THE RELATED STATUE OF LIMITATIONS, WHICH IS GENERALLY THREE YEARS, FOR THE YEARS ENDED JUNE 30, 2020 - JUNE 30, 2023. MANAGEMENT BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AND NO RETURNS ARE CURRENTLY UNDER EXAMINATION.
SCHEDULE D, PAGE 4, PART XI, LINE 4B	DESIGNATED CONTRIBUTIONS 150,258
SCHEDULE D, PAGE 4, PART XII, LINE 4B	DIRECT DESIGNATIONS 150,258

Schedule D (Form 990) 2021

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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

2022

Open to Public
Inspection

Name of the organization
UNITED WAY OF WEST FLORIDA INC

Employer identification number
59-0651076

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) ARC GATEWAY 3932 N 10TH AVE PENSACOLA,FL32503	59-0940528	501C3	8,500	DESIGNATION/ALLOC
(2) AUTISM PENSACOLA 10001 NORTH DAVIS HIGHWAY BLDG 1 PENSACOLA,FL32514	11-3643957	501C3	9,750	DESIGNATION/ALLOC
(3) BIGBROSBIGSISTERS OF NWFL 1320 CREIGHTON ROAD PENSACOLA,FL32504	59-2996893	501C3	13,812	DESIGNATION/ALLOC
(4) BOYS & GIRLS CLUB OF THE EMERALD CO 923 DENTON BLVD NW DESTIN,FL32547	59-1267050	501C3	31,250	DESIGNATION/ALLOC
(5) CAPSTONE ADAPTIVE LEARNING 2912 N E STREET PENSACOLA,FL32501	59-0737912	501C3	38,000	DESIGNATION/ALLOC
(6) CATHOLIC CHARITIES NWFL 11 NORTH B ST PENSACOLA,FL32502	59-3213644	501C3	22,250	DESIGNATION/ALLOC
(7) CHILDRENS HOME SOC OF FL 5766 S SEMORAN BLVD ORLANDO,FL32822	59-0192430	501C3	17,000	DESIGNATION/ALLOC
(8) COUNCIL ON AGING OF WFL PO BOX 17066 PENSACOLA,FL32522	59-1373939	501C3	50,250	DESIGNATION/ALLOC
(9) ECOMFORT INC 2202 N PACE BLVD PENSACOLA,FL32505	20-8665559	501C3	9,750	DESIGNATION/ALLOC
(10) EVERY CHILD A READER IN ESC PO BOX 71 PENSACOLA,FL32591	26-1200860	501C3	26,750	DESIGNATION/ALLOC
(11) FAVORHOUSE OF NW FL 2001 W BLOUNT ST PENSACOLA,FL32501	59-2075120	501C3	16,950	DESIGNATION/ALLOC
(12) FEEDING THE GULF COAST 5248 MOBILE SOUTH ST THEODORE,AL36582	63-0821997	501C3	5,750	DESIGNATION/ALLOC
(13) GULF KIDS HOUSE 3401 N 12TH AVE PENSACOLA,FL32503	59-3520130	501C3	8,750	DESIGNATION/ALLOC
(14) HEALTH&HOPE CLINIC 1718 E OLIVE RD PENSACOLA,FL32514	26-4336638	501C3	35,464	DESIGNATION/ALLOC
(15) LEGAL SVCS OF NORTH FL 1741 N PALAFOX ST PENSACOLA,FL32501	51-0197090	501C3	44,406	DESIGNATION/ALLOC
(16) LUTHERAN SVCS OF NWFL 4610 W FAIRFIELD DR PENSACOLA,FL32506	59-2198911	501C3	21,700	DESIGNATION/ALLOC
(17) NORTHWEST FLORIDA COMMUNITY OUTREAC PO BOX 37632 PENSACOLA,FL32526	55-0805293	501C3	11,457	DESIGNATION/ALLOC
(18) PACE CTR FOR GIRLS 1028 UNDERWOOD AVE PENSACOLA,FL32504	59-2414492	501C3	14,750	DESIGNATION/ALLOC
(19) PENSACOLA UNITED METHODIST COMMUNIT 2600 W STRONG ST PENSACOLA,FL32505	63-0302145	501C3	17,810	DESIGNATION/ALLOC
(20) SANTA ROSA KIDS HOUSE 5643 STEWART ST MILTON,FL32570	20-1524354	501C3	22,250	DESIGNATION/ALLOC
(21) UNITED METHODIST 2600 WEST STRONG STREET PENSACOLA,FL32505	63-0302145	501C3	11,750	DESIGNATION/ALLOC
(22) VALERIE'S HOUSE INC PO BOX 1955 FORT MYERS,FL33902	47-3701240	501C3	20,900	DESIGNATION/ALLOC
(23) VARIOUS DONOR DESIGNATIONS VARIOUS VARIOUS,FL32591		501C3	150,259
(24) VARIOUS OTHER ENTITIES 5000 VARIOUS VARIOUS,FL32591		501C3	47,421	DESIGNATION/ALLOC
(25) YMCA OF NW FL PO BOX 13170 PENSACOLA,FL32591	59-0624465	501C3	9,750	DESIGNATION/ALLOC

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) 2022

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) EMERGENCY ASSISTANCE		22,470
(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

SCHEDULE I, PAGE 4, PART IV

UNITED WAY DISTRIBUTES GRANTS THROUGH ITS ANNUAL COMMUNITY INVESTMENT PROCESS, WHICH INCLUDES SOLICITATION OF GRANT APPLICATIONS FROM OUR CERTIFIED PARTNER AGENCIES. UNITED WAY VOLUNTEERS TO REVIEW ALL GRANT APPLICATIONS INCLUDING REVIEW OF APPLICATION OUTCOMES AND MEASURES. FOR ANY GRANTS AWARDED, THE RECIPIENT AGENCY IS REQUIRED TO PROVIDE SEMI ANNUAL REPORTS DETAILING THEIR ACCOMPLISHMENTS, IN ACCORDANCE WITH THEIR ORIGINAL GRANT APPLICATIONS, INCLUDING DOCUMENTING THEIR OUTCOME RESULTS.

Schedule I (Form 990) 2022

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SCHEDULE O
(Form 990)

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

2021

Open to Public
Inspection

Name of the organization

UNITED WAY OF WEST FLORIDA INC

Employer identification number

59-0651076

Return Reference	Explanation
FORM 990, PAGE 2, PART III, LINE 4A	UNITED WAY OF WEST FLORIDA, INC. MANAGES A COMMUNITY INVESTMENT PROCESS TO DISTRIBUTE DONOR CONTRIBUTIONS TO NON-PROFITS SERVING ESCAMBIA AND SANTA ROSA COUNTIES THAT ARE AFFECTING POSITIVE COMMUNITY CHANGES IN THE AREAS OF HEALTH, EDUCATION, AND FINANCIAL STABILITY. OUR GOALS ARE TO REDUCE OBESITY AND UNHEALTHY BEHAVIORS WHILE INCREASING STABLE AND HEALTHY INDEPENDENT LIVING, INCREASING READING PROFICIENCY AND DECREASING POVERTY WHILE STABILIZING FAMILIES WITH AN INCREASE IN BANKING, EMPLOYABILITY, AND SUSTAINABLE FINANCIAL SUCCESS. WE AWARDED 480,000 TO PARTNER AGENCY PROGRAMS THROUGH THIS PROCESS. IN ADDITION, WE PARTICIPATED STUFF THE BUS WHICH DISTRIBUTED FUNDS TO ESCAMBIA AND SANTA ROSA SCHOOL COUNTY DISTRICTS FOR THE PURPOSE OF SCHOOL SUPPLIES. WE ALSO PARTNERED WITH LOCAL TELEVISION AND RADIO STATIONS FOR MIRACLES ON PALAFOX, WHICH DISTRIBUTED GIFT CARDS TO LOW-INCOME FAMILIES.
FORM 990, PAGE 2, PART III, LINE 4C	2022 -2023 WAS A TIME OF GROWTH AND EXPANSION FOR THE PROGRAM PROVIDED BY 211NWFL. WE CONTINUALLY OFFER OUR FREE SERVICE TO ANYONE IN NEED WHO CALLS OUR EASY TO REMEMBER 211 NUMBER 24 HOURS A DAY, 7 DAYS A WEEK - INCLUDING ALL HOLIDAYS. OUR SERVICE AREA EXPANDED FROM 8 TO 10 COUNTIES WITH THE ADDITION OF 988 THE SUICIDE AND CRISIT LIFELINE. THE EXPANDED SERVICE AREA REQUIRED AN INCREASE STAFF CAPACITY TO SERVE ALL 10 COUNTIES PLUS 988 CALLS. STAFF INCLUDED DAY TO DAY PHONE COVERAGE, RESOURCE VETTING AND TRAINERS. THE 211NWFL CONTRACTED SERVICE AREA FOR THE FLORIDA VETERANS SUPPORT LINE COUNTIES SERVES 10 COUNTIES AND EXPANDED SERVICES BY OFFERING A MONTHLY COFFEE WITH A VET PROGRAM AND EMPLOYEES DEGREED FULL TIME VETERAN CARE COORDINATORS AND 1 FULL TIME VETERAN RECOURSE SPECIALIST. THE 211NWFL PUBLIC WEBSITE IS A RESOURCE DATA BASE THAT CONTAINS INFORMATION ON OVER 1,700 HUMAN SERVICES FOR VETERANS, MENTAL HEALTH, FOOD ASSISTANCE, DAYCARE, SUPPORT GROUPS, AND MORE. LOCAL NONPROFITS, SCHOOL STAFF AND CASE MANAGEMENT SPECIALISTS ALSO HAVE ACCESS TO THE DATABASE TO HELP THEIR CLIENTS THAT MAY NOT HAVE IMMEDIATE ACCESS TO A TELEPHONE OR THE INTERNET. 211NWFL, INCLUDING 988 AND THE FLORIDA VETERAN SUPPORT LINE, PROVIDED 100,575 REFERRALS WHICH IMPACTED 59,555 INDIVIDUALS AND 2,872 VETERANS.
FORM 990, PAGE 2, PART III, LINE 4D	UNITED WAY IS INVOLVED WITH A NUMBER OF OTHER INITIATIVES DESIGNED TO SUPPORT ITS MISSIONS, INCLUDING THE FOLLOWING: AMBASSADOR PROGRAM - AMBASSADORS ARE VOLUNTEERS WHO ARE "LOANED" TO UNITED WAY BY THEIR EMPLOYERS TO SERVE AS THE PRIMARY ADVOCATES FOR UWWF THROUGH THE WORKPLACE CAMPAIGNS. THE AMBASSADOR PROGRAM IS DESIGNED TO HELP PARTICIPANTS DEVELOP THEIR LEADERSHIP SKILLS AND UNDERSTANDING OF THE NON- PROFIT COMMUNITY THROUGH REGULAR TRAINING SEMINARS THAT FEATURE COMMUNITY LEADERS AND NON-PROFIT LEADERS. NINE (9) AMBASSADORS VOLUNTEERED 99 HOURS DURING THE 2022-2023 CAMPAIGN SEASON. DAY OF CARING - DAY OF CARING IS THE LARGEST SINGLE VOLUNTEER SERVICE IN ESCAMBIA AND SANTA ROSA COUNTIES. LOCAL VOLUNTEERS ARE MATCHED WITH NON-PROFIT AGENCIES AND SCHOOLS TO SPEND A FULL DAY OR HALF DAY WORKING ON A VARIETY OF SERVICE PROJECTS. IN TOTAL, 558 VOLUNTEERS CONTRIBUTED 2,384 HOURS OF VOLUNTEER LABOR, VALUED AT AN ESTIMATE 47,489.28 OF COMMUNITY IMPACT. SINGLECARE, FORMERLY CALLED FAMILYWIZE IS A LONGTIME PARTNER WITH THE UNITED WAY SYSTEM. WORKING WITH NEARLY 1,000 UNITED WAYS DEDICATED TO HELPING IMPROVE HEALTH AND WELL-BEING OF INDIVIDUALS, FAMILIES, AND COMMUNITIES. UNITED WAY HELPED 7,462 CITIZENS SAVE OVER 816,672.90 ON PRESCRIPTION MEDICINE DURING THIS FISCAL YEAR. VITA - VITA IS THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM, MANAGED BY UNITED WAY SERVES ESCAMBIA AND SANTA ROSA COUNTIES. THE PROGRAM USES TRAINING IRS CERTIFIED VOLUNTEERS TO PROVIDE FREE TAX PREPARATION FOR LOW INCOME INDIVIDUALS AND FAMILIES. IN THE LAST YEAR, THE VITA PROGRAM PREPARED OVER 735 RETURNS. THE PROGRAM SAVED USERS ALMOST 161,700 IN TAX PREPARATION FEES. RSVP - RSVP IS A FEDERALLY FUNDED RETIREMENT SENIOR VOLUNTEER PROGRAM OFFERED BY UNITED WAY. INDIVIDUALS 55 AND OLDER ARE MATCHED WITH LOCAL VOLUNTEER SITES RECRUITED BY UNITED WAY. RSVP OFFERED 11 LUNCH AND LEARN EVENTS PLUS ONE HOLIDAY PARTY. THE PROGRAM RECRUITED AND MAINTAINED 39 UNDUPLICATED RSVP MEMBERS WHO RECORDED 1,211.75 SERVICE HOURS.
FORM 990, PAGE 6, PART VI, LINE 11B	A DRAFT OF THE COMPLETE FORM 990 IS SENT TO ALL BOARD MEMBERS PRIOR TO SUBMISSION. BOARD MEMBERS ARE ASKED TO REVIEW THE DOCUMENT AND DIRECT ANY QUESTIONS TO THE CHIEF FINANCIAL OFFICER.
FORM 990, PAGE 6, PART VI, LINE 12C	PART VI, LINE 12C - ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANNUALLY, ANY POTENTIAL CONFLICTS OF INTEREST IN A WRITTEN DISCLOSURE DOCUMENT.
FORM 990, PAGE 6, PART VI, LINE 15A	PART VI, LINE 15A - THE CEO'S SALARY IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. THE SALARY IS COMPARED TO SIMILAR NON-PROFITS LOCALLY AND WITHIN THE UNITED WAY SYSTEM FOR REASONABLENESS.
FORM 990, PAGE 6, PART VI, LINE 15B	PART VI, LINE 15B - AS A PART OF THE ANNUAL BUDGET PROCESS, THE SALARIES OF ALL STAFF, INCLUDING THE CEO AND CFO, ARE REVIEWED BY THE BOARD'S FINANCE COMMITTEE AND HUMAN RESOURCES COMMITTEE.
FORM 990, PAGE 6, PART VI, LINE 19	UNITED WAY POSTS ITS MOST RECENTLY COMPLETED AUDITED FINANCIAL STATEMENTS AND FORM 990 ON ITS WEBSITE FOR PUBLIC INSPECTION. IN ADDITION, THE 990 IS AVAILABLE ON GUIDESTAR.ORG AND THE ORGANIZATION IS LISTED AS A BBB ACCREDITED CHARITY UNDER THE BETTER BUSINESS BUREAU'S WISE GIVING ALLIANCE.
FORM 990, PART XI, LINE 9	DESIGNATED CONTRIBUTIONS -150,258 DIRECT DESIGNATIONS 150,258

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

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: THE MISSION OF UNITED WAY OF WEST FLORIDA, INC. IS UNITING OUR COMMUNITY AND LEVERAGING RESOURCES TO IMPROVE LIVES.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	28
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	28
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	42
6	Total number of volunteers (estimate if necessary) .............	6	933
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	2,332,400	2,742,806
9	Program service revenue (Part VIII, line 2g) .........	1,800	20,964
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	64,276	1,374,352
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	6,113	7,902
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	2,404,589	4,146,024
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	935,841	697,649
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	1,242,658	1,724,352
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 221,914
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	469,889	598,289
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	2,648,388	3,020,290
19	Revenue less expenses. Subtract line 18 from line 12.......	-243,799	1,125,734
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	3,087,390	4,244,750
21	Total liabilities (Part X, line 26).............	787,465	766,454
22	Net assets or fund balances. Subtract line 21 from line 20.....	2,299,925	3,478,296

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 657,449 including grants of $ 547,390 ) (Revenue $ )
	UNITED WAY OF WEST FLORIDA, INC. MANAGES A COMMUNITY INVESTMENT PROCESS TO DISTRIBUTE DONOR CONTRIBUTIONS TO NON-PROFITS SERVING ESCAMBIA AND SANTA ROSA COUNTIES THAT ARE AFFECTING POSITIVE COMMUNITY CHANGES IN THE AREAS OF HEALTH, EDUCATION, AND FINANCIAL STABILITY. OUR GOALS ARE TO REDUCE OBESITY AND UNHEALTHY BEHAVIORS WHILE INCREASING STABLE AND HEALTHY INDEPENDENT LIVING, INCREASING READING PROFICIENCY AND DECREASING POVERTY WHILE STABILIZING FAMILIES WITH AN INCREASE IN BANKING, EMPLOYABILITY, AND SUSTAINABLE FINANCIAL SUCCESS. WE AWARDED 480,000 TO PARTNER AGENCY PROGRAMS THROUGH THIS PROCESS. IN ADDITION, WE PARTICIPATED STUFF THE BUS WHICH DISTRIBUTED FUNDS TO ESCAMBIA AND SANTA ROSA SCHOOL COUNTY DISTRICTS FOR THE PURPOSE OF SCHOOL SUPPLIES. WE ALSO PARTNERED WITH LOCAL TELEVISION AND RADIO STATIONS FOR MIRACLES ON PALAFOX, WHICH DISTRIBUTED GIFT CARDS TO LOW-INCOME FAMILIES.

4b	(Code: ) (Expenses $ 273,240 including grants of $ 150,259 ) (Revenue $ )
	DONORS TO THE UNITED WAY OF WEST FLORIDA'S FALL 2022 CAMPAIGN DESIGNATED 480,000 OF THEIR CONTRIBUTIONS TO SPECIFIC AGENCY PROGRAMS. TO THE EXTENT POSSIBLE, UNITED WAY WORKS TO ENSURE THAT ALL DESIGNATIONS STAY LOCAL IN OUR SERVICE AREA, ESCAMBIA AND SANTA ROSA COUNTIES. THE REVENUES GENERATED FROM DESIGNATION DISTRIBUTIONS REPRESENT THE FEES UNITED WAY ASSESSES TO RECIPIENT AGENCIES TO OFFSET THE COSTS OF FUNDRAISING AND MANAGEMENT RELATED TO THESE DESIGNATIONS.

4c	(Code: ) (Expenses $ 1,289,112 including grants of $ ) (Revenue $ )
	2022 -2023 WAS A TIME OF GROWTH AND EXPANSION FOR THE PROGRAM PROVIDED BY 211NWFL. WE CONTINUALLY OFFER OUR FREE SERVICE TO ANYONE IN NEED WHO CALLS OUR EASY TO REMEMBER 211 NUMBER 24 HOURS A DAY, 7 DAYS A WEEK - INCLUDING ALL HOLIDAYS. OUR SERVICE AREA EXPANDED FROM 8 TO 10 COUNTIES WITH THE ADDITION OF 988 THE SUICIDE AND CRISIT LIFELINE. THE EXPANDED SERVICE AREA REQUIRED AN INCREASE STAFF CAPACITY TO SERVE ALL 10 COUNTIES PLUS 988 CALLS. STAFF INCLUDED DAY TO DAY PHONE COVERAGE, RESOURCE VETTING AND TRAINERS. THE 211NWFL CONTRACTED SERVICE AREA FOR THE FLORIDA VETERANS SUPPORT LINE COUNTIES SERVES 10 COUNTIES AND EXPANDED SERVICES BY OFFERING A MONTHLY COFFEE WITH A VET PROGRAM AND EMPLOYEES DEGREED FULL TIME VETERAN CARE COORDINATORS AND 1 FULL TIME VETERAN RECOURSE SPECIALIST. THE 211NWFL PUBLIC WEBSITE IS A RESOURCE DATA BASE THAT CONTAINS INFORMATION ON OVER 1,700 HUMAN SERVICES FOR VETERANS, MENTAL HEALTH, FOOD ASSISTANCE, DAYCARE, SUPPORT GROUPS, AND MORE. LOCAL NONPROFITS, SCHOOL STAFF AND CASE MANAGEMENT SPECIALISTS ALSO HAVE ACCESS TO THE DATABASE TO HELP THEIR CLIENTS THAT MAY NOT HAVE IMMEDIATE ACCESS TO A TELEPHONE OR THE INTERNET. 211NWFL, INCLUDING 988 AND THE FLORIDA VETERAN SUPPORT LINE, PROVIDED 100,575 REFERRALS WHICH IMPACTED 59,555 INDIVIDUALS AND 2,872 VETERANS.

	(Code: ) (Expenses $ 80,093 including grants of $ ) (Revenue $ )
	UNITED WAY IS INVOLVED WITH A NUMBER OF OTHER INITIATIVES DESIGNED TO SUPPORT ITS MISSIONS, INCLUDING THE FOLLOWING: AMBASSADOR PROGRAM - AMBASSADORS ARE VOLUNTEERS WHO ARE "LOANED" TO UNITED WAY BY THEIR EMPLOYERS TO SERVE AS THE PRIMARY ADVOCATES FOR UWWF THROUGH THE WORKPLACE CAMPAIGNS. THE AMBASSADOR PROGRAM IS DESIGNED TO HELP PARTICIPANTS DEVELOP THEIR LEADERSHIP SKILLS AND UNDERSTANDING OF THE NON- PROFIT COMMUNITY THROUGH REGULAR TRAINING SEMINARS THAT FEATURE COMMUNITY LEADERS AND NON-PROFIT LEADERS. NINE (9) AMBASSADORS VOLUNTEERED 99 HOURS DURING THE 2022-2023 CAMPAIGN SEASON. DAY OF CARING - DAY OF CARING IS THE LARGEST SINGLE VOLUNTEER SERVICE IN ESCAMBIA AND SANTA ROSA COUNTIES. LOCAL VOLUNTEERS ARE MATCHED WITH NON-PROFIT AGENCIES AND SCHOOLS TO SPEND A FULL DAY OR HALF DAY WORKING ON A VARIETY OF SERVICE PROJECTS. IN TOTAL, 558 VOLUNTEERS CONTRIBUTED 2,384 HOURS OF VOLUNTEER LABOR, VALUED AT AN ESTIMATE 47,489.28 OF COMMUNITY IMPACT. SINGLECARE, FORMERLY CALLED FAMILYWIZE IS A LONGTIME PARTNER WITH THE UNITED WAY SYSTEM. WORKING WITH NEARLY 1,000 UNITED WAYS DEDICATED TO HELPING IMPROVE HEALTH AND WELL-BEING OF INDIVIDUALS, FAMILIES, AND COMMUNITIES. UNITED WAY HELPED 7,462 CITIZENS SAVE OVER 816,672.90 ON PRESCRIPTION MEDICINE DURING THIS FISCAL YEAR. VITA - VITA IS THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM, MANAGED BY UNITED WAY SERVES ESCAMBIA AND SANTA ROSA COUNTIES. THE PROGRAM USES TRAINING IRS CERTIFIED VOLUNTEERS TO PROVIDE FREE TAX PREPARATION FOR LOW INCOME INDIVIDUALS AND FAMILIES. IN THE LAST YEAR, THE VITA PROGRAM PREPARED OVER 735 RETURNS. THE PROGRAM SAVED USERS ALMOST 161,700 IN TAX PREPARATION FEES. RSVP - RSVP IS A FEDERALLY FUNDED RETIREMENT SENIOR VOLUNTEER PROGRAM OFFERED BY UNITED WAY. INDIVIDUALS 55 AND OLDER ARE MATCHED WITH LOCAL VOLUNTEER SITES RECRUITED BY UNITED WAY. RSVP OFFERED 11 LUNCH AND LEARN EVENTS PLUS ONE HOLIDAY PARTY. THE PROGRAM RECRUITED AND MAINTAINED 39 UNDUPLICATED RSVP MEMBERS WHO RECORDED 1,211.75 SERVICE HOURS.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 80,093 including grants of $ ) (Revenue $ )
4e	Total program service expenses2,299,894

(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

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	120,187	6,328

1a	Federated campaigns..		1a	97,673
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	1,429,987

f	All other contributions, gifts, grants, and similar amounts not included above		1f	1,215,146

g	Noncash contributions included in lines 1a - 1f:$		1g	24,209

h Total. Add lines 1a-1f.......		2,742,806

		Business Code
2a	DISCOUNTED AGENCY RENTAL		20,964	20,964
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		20,964

3 Investment income (including dividends, interest, and othersimilar amounts) ......			20,681	20,681
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	1,795,000	102,978	7a
b	Less: cost or other basis and sales expenses	431,083	113,224	7b
c	Gain or (loss)	1,363,917	-10,246	7c
d	Net gain or (loss).........			1,353,671	1,353,671
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	OTHER INCOME			5,045	5,045
b	DESIGNATION FEE INCOME			2,851	2,851
c	MERCHANDISE SALES			6	6
d	All other revenue ....
e	Total. Add lines 11a–11d ......			7,902
12	Total revenue. See instructions.....			4,146,024	1,403,218

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	675,179	675,179
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	22,470	22,470
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 ...........	120,187	81,908	26,597	11,682
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........	1,361,680	927,985	301,340	132,355
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	16,609	11,319	3,676	1,614
9	Other employee benefits .......	109,573	74,675	24,248	10,650
10	Payroll taxes ...........	116,303	79,260	25,738	11,305
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)	117,722	63,935	50,770	3,017
12	Advertising and promotion ....
13	Office expenses .......	132,945	101,135	20,750	11,060
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	96,108	67,775	15,253	13,080
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	31,503	23,805	5,616	2,082
20	Interest ...........	269		269
21	Payments to affiliates .......	30,635	30,635
22	Depreciation, depletion, and amortization ..	29,808	21,313	4,382	4,113
23	Insurance ...
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	REPAIRS	125,177	92,939	14,000	18,238
b	TELEPHONE	19,908	17,366	1,311	1,231
c	DUES	14,214	8,195	4,532	1,487
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	3,020,290	2,299,894	498,482	221,914
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 ........			509,517	1	716,181
2	Savings and temporary cash investments .........			301,334	2	1,182,274
3	Pledges and grants receivable, net ......			629,609	3	181,530
4	Accounts receivable, net .............			370,484	4	445,961
5	Loans and other receivables from 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 ............			2,292	8	2,292
9	Prepaid expenses and deferred charges ......			75,752	9	31,260
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	990,288
b	Less: accumulated depreciation	10b	169,229	395,272	10c	821,059
11	Investments—publicly traded securities .			803,130	11	859,758
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	4,435
16	Total assets. Add lines 1 through 15 (must equal line 33)...			3,087,390	16	4,244,750

17	Accounts payable and accrued expenses .....	56,146	17	89,119
18	Grants payable ...	551,580	18	610,808
19	Deferred revenue .........	111,976	19	15,470
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D	67,763	21	48,322
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
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		25	2,735
26	Total liabilities. Add lines 17 through 25..	787,465	26	766,454

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	1,713,203	27	2,891,934
28	Net assets with donor restrictions ...........	586,722	28	586,362
	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 ...........	2,299,925	32	3,478,296
33	Total liabilities and net assets/fund balances ........	3,087,390	33	4,244,750