TY 2023 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) Caron Partridge...................................................................... President	40.0 ................. 0.0	X	X	157,946	16,025
(2) Robert Rains...................................................................... Past President	40.0 ................. 0.0		X	161,016	3,286
(3) Emily Orndorff...................................................................... Chief Operating Officer	40.0 ................. 0.0		X	78,238	5,994
(4) Bart Gaetjens...................................................................... Board Chair	0.8 ................. 0.0	X	X	0	0
(5) Jackie Barker...................................................................... Board Chair-Elect	0.8 ................. 0.0	X	X	0	0
(6) Timothy Antonition...................................................................... 2023 Campaign Chair	0.8 ................. 0.0	X	X	0	0
(7) Moses Harvin II...................................................................... Vice Chair/Community Impact	0.8 ................. 0.0	X	X	0	0
(8) Johnette Gindling...................................................................... Vice Chair/Grant-Contract Over	0.8 ................. 0.0	X	X	0	0
(9) Robb Morrison...................................................................... Treasurer	0.8 ................. 0.0	X	X	0	0
(10) Lynda Weatherman...................................................................... Past Board Chair	0.8 ................. 0.0	X	X	0	0
(11) Laurie Cappelli...................................................................... Member at Large	0.5 ................. 0.0	X		0	0
(12) Jason Fleischman...................................................................... Member at Large	0.5 ................. 0.0	X		0	0
(13) Louis Wilson...................................................................... Member at Large	0.5 ................. 0.0	X		0	0
(14) Ron Capasso...................................................................... DIRECTOR	0.5 ................. 0.0	X		0	0
(15) Dr Kristopher Doan...................................................................... Director	0.5 ................. 0.0	X		0	0
(16) Lindsay Aviles...................................................................... Director	0.5 ................. 0.0	X		0	0
(17) Randy Coleman...................................................................... Director	0.5 ................. 0.0	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) Dr Randy Fletcher........................................................................ Director	0.5 .......................0.0	X
(19) Mara Bellaby........................................................................ Director	0.5 .......................0.0	X
(20) Wes Covell........................................................................ Director	0.5 .......................0.0	X
(21) Ron Fortson........................................................................ MEMBER AT LARGE	0.5 .......................0.0	X
(22) Dennis Broughton........................................................................ Director	0.5 .......................0.0	X
(23) Pam Davis........................................................................ Director	0.5 .......................0.0	X
(24) Christy Galzerano........................................................................ Director	0.5 .......................0.0	X
(25) Misty Marot........................................................................ Director	0.5 .......................0.0	X
(26) Robert Perers........................................................................ Director	0.5 .......................0.0	X
(27) Dr Christopher McAlpine........................................................................ Director	0.5 .......................0.0	X
(28) Travis Proctor........................................................................ Director	0.5 .......................0.0	X
(29) Michele Goodwin........................................................................ Director	0.5 .......................0.0	X
(30) Mark Mikolajczyk........................................................................ Director	0.5 .......................0.0	X
(31) Therrin Protze........................................................................ Director	0.5 .......................0.0	X
(32) Dr Mark J Rendell........................................................................ Director	0.5 .......................0.0	X
(33) Dr Summerpal Kahlon........................................................................ Director	0.5 .......................0.0	X
(34) Michele Murrell........................................................................ Director	0.5 .......................0.0	X
(35) Cordell Rolle........................................................................ Director	0.5 .......................0.0	X
(36) Scott Larese........................................................................ Director	0.5 .......................0.0	X
(37) Mark Nappi........................................................................ Director	0.5 .......................0.0	X
(38) Summit Shah........................................................................ Director	0.5 .......................0.0	X
(39) Lorna Kenna........................................................................ Director	0.5 .......................0.0	X
(40) Dr John Nicklow........................................................................ Director	0.5 .......................0.0	X
(41) Suzanne Sherman........................................................................ Director	0.5 .......................0.0	X
(42) Jerry Mamrol........................................................................ Director	0.5 .......................0.0	X
(43) Steve Owens........................................................................ Director	0.5 .......................0.0	X
(44) Dr Dedra Sibley........................................................................ Director	0.5 .......................0.0	X
(45) David Smith........................................................................ Director	0.5 .......................0.0	X
(46) Linda Stout........................................................................ Director	0.5 .......................0.0	X
(47) Kirsten Wilkers........................................................................ Director	0.5 .......................0.0	X

- 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

2023

Open to Public
Inspection

Name of the organization

UNITED WAY OF BREVARD COUNTY INC

Employer identification number

59-0836384

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) 2023

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) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	8,320,072	14,420,206	8,254,300	8,164,842	7,629,290	46,788,710
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....						0
3	The value of services or facilities furnished by a governmental unit to the organization without charge..						0
4	Total. Add lines 1 through 3	8,320,072	14,420,206	8,254,300	8,164,842	7,629,290	46,788,710
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) ..						10,606,949
6	Public support. Subtract line 5 from line 4.						36,181,761

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..	8,320,072	14,420,206	8,254,300	8,164,842	7,629,290	46,788,710
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	167,121	106,224	163,508	214,232	197,229	848,314
9	Net income from unrelated business activities, whether or not the business is regularly carried on..						0
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	59,799	49,231	58,791	91,370	59,449	318,640
11	Total support. Add lines 7 through 10						47,955,664

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

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 2023 (line 6, column (f) divided by line 11, column (f)) .........

75.448 %

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

96.830 %

16a

33 1/3% support test—2023. 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—2022. 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—2023. 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—2022. 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) 2023

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) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. 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—2022. 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) 2023

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) 2023

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) 2023

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) 2023

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 2023 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-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, 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 2023. 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 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

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) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

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

2023

Name of the organization

UNITED WAY OF BREVARD COUNTY INC

Employer identification number

59-0836384

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) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization UNITED WAY OF BREVARD COUNTY 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) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization UNITED WAY OF BREVARD COUNTY INC		Employer identification number 59-0836384

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) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization UNITED WAY OF BREVARD COUNTY INC			Employer identification number 59-0836384
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) (2023)

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.
right arrow

Attach to Form 990.
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 BREVARD COUNTY INC

Employer identification number

59-0836384

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 July 25, 2006, 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 right arrow

Number of states where property subject to conservation easement is located right arrow

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
right arrow

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

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 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

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

Cat. No. 52283D

Schedule D (Form 990) 2022

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 ....	1,265,333	966,764	782,624	632,474	512,874
b	Contributions ...	4,018	264,901	216,242	278,532	161,115
c	Net investment earnings, gains, and losses	124,077	38,410	-32,102	-128,382	-41,515
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....	5,742	4,742
g	End of year balance ......	1,387,686	1,265,333	966,764	782,624	632,474

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

Board designated or quasi-endowment right arrow

100.000 %

Permanent endowment right arrow

Term endowment right arrow

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 .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....	43,471	16,179	27,292
e	Other .....	46,409	46,409
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				27,292

Schedule D (Form 990) 2022

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	0
BOARD-APPROVED AGENCY PAYABLE	2,436,800
OPERATING LEASE LIABILITY	314,866
DONOR DESIGNATIONS PAYABLE	220,579
PASS-THROUGH DESIGNATIONS	149,827





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	3,122,072
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) 2022

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	7,816,284
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	307,481
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d	-298,219
e	Add lines 2a through 2d .....................			2e	9,262
3	Subtract line 2e from line 1..................			3	7,807,022
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	21,818
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	21,818
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	7,828,840

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	6,515,177
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	338,764
e	Add lines 2a through 2d....................			2e	338,764
3	Subtract line 2e from line 1...................			3	6,176,413
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	21,818
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................			4c	21,818
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	6,198,231

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, Part X, line 2	UWBC is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code and from Florida income tax under Chapter 220 of the Florida Statutes. Accordingly, no provision for income taxes has been included in the accompanying financial statements. GAAP prescribes requirements for the recognition of income taxes in financial statements, and the amounts recognized are affected by income tax positions taken by the UWBC in its tax returns. UWBC's status as an exempt organization is defined as an income tax position under these requirements. While management believes it has complied with the Internal Revenue Code, the sustainability of some income tax positions taken by UWBC in its tax returns may be uncertain. There are minimum thresholds of likelihood that uncertain tax positions are required to meet before being recognized in the financial statements. Management does not believe that UWBC has any material uncertain tax positions at June 30, 2024. In the event interest and penalties were due relating to an unsustainable tax position, they would be treated as a component of income tax expense. No interest or penalties were due for the year ended June 30, 2024.
Schedule D, Part XI, line 2d	In-kind Professional fees - $338,764 DONOR DESIGNATIONS RECEIVED - ($636,983) Total ($298,219)
Schedule D, Part V, line 4	UWBC has a spending policy that governs the rate at which funds are transferred from the endowment to the operating fund. The ordinary income from interest and dividends as well as gains in investments from the endowment fund may be distributed as deemed prudent to carry out programs for persons then present in or living in Brevard County, Florida. Transfers were made in accordance with the aforementioned spending policy. The board of directors has responsibility to manage the utilization of the endowment funds.
Schedule D, Part XII, line 2d	In-kind Professional fees - $338,764

Schedule D (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G (Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. 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

2023

Open to Public Inspection

Name of the organization
UNITED WAY OF BREVARD COUNTY INC

Employer identification number

59-0836384

Part I

Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

YesNo

If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

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

Cat. No. 50083H

Schedule G (Form 990) 2023

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 event income (event type)	(b) Event #2 (event type)	(c) Other events 0 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	27,950			27,950
2	Less: Contributions . . . .
3	Gross income (line 1 minus line 2) . . . . . .	27,950			27,950

4	Cash prizes . . . . .
5	Noncash prizes . . . .
6	Rent/facility costs . . . .	10,686	10,686
7	Food and beverages . . .	9,676	9,676
8	Entertainment . . . .
9	Other direct expenses . . .	37,139	37,139
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .		57,501
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .		-29,551

Part III

Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990) 2023

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.

Return Reference	Explanation

Schedule G (Form 990) 2023

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

2023

Open to Public
Inspection

Name of the organization
UNITED WAY OF BREVARD COUNTY INC

Employer identification number
59-0836384

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) Aging Matters in Brevard 3600 West King Street Cocoa,FL32926	59-1110325	501(C)(3)	238,158	DESG/Allocations
(2) Early Learning Coalition of Brevard County 2671 W Eau Gallie BLVD Melbourne,FL32935	59-3651961	501(C)(3)	233,732	DESG/Allocations
(3) 2-1-1 Brevard PO Box 561627 Rockledge,FL32956	59-1897447	501(C)(3)	180,557	DESG/Allocations
(4) Central Brevard Sharing Center 113 Aurora Street Cocoa,FL32922	59-1839108	501(C)(3)	168,417	DESG/Allocations
(5) Boys & Girls Clubs of Central Florida 101 East Colonial Drive Orlando,FL32801	59-0951887	501(C)(3)	151,302	DESG/Allocations
(6) Brevard Achievement Center 1845 Cogswell Street Rockledge,FL32955	59-1203280	501(C)(3)	115,698	DESG/Allocations
(7) North Brevard Charities Sharing Center 4475 South Hopkins AVE Titusville,FL32780	59-3079635	501(C)(3)	115,223	DESG/Allocations
(8) Second Harvest Food Bank of Central Florida 411 Mercy Drive Orlando,FL32805	59-2142315	501(C)(3)	104,209	DESG/Allocations
(9) Women's Center of Brevard 1425 Aurora Road Melbourne,FL32935	59-1628264	501(C)(3)	95,976	DESG/Allocations
(10) The Children's Hunger Project 26 Forest Avenue Cocoa,FL32922	36-4686823	501(C)(3)	94,197	DESG/Allocations
(11) United Way of Broward County 1300 S Andrews Ave Fort Lauderdale,FL333161838	59-0624402	501(C)(3)	80,471	Designations
(12) Brevard Alzheimers Foundation 4676 North Wickham Road Melbourne,FL32935	59-3369526	501(C)(3)	78,100	DESG/Allocations
(13) The Salvation Army of South Brevard County 1080 South Hickory St Melbourne,FL32901	58-0660607	501(C)(3)	77,106	DESG/Allocations
(14) Club Esteem 3316 South Monroe St Melbourne,FL32901	59-3317831	501(C)(3)	75,742	DESG/Allocations
(15) Lifetime Counseling Center 505 Brevard Ave Suite 106 Cocoa,FL32922	59-2432318	501(C)(3)	72,703	DESG/Allocations
(16) Neighbor Up Brevard Formerly BNDC 1151 Masterson Street Melbourne,FL32935	59-3483505	501(C)(3)	66,532	DESG/Allocations
(17) American Red Cross-Chapter 10022 Space Coast 8245 Deveraux DrIVE Melbourne,FL32940	53-0196605	501(C)(3)	66,225	DESG/Allocations
(18) Crosswinds Youth Services 1407 Dixon Boulevard Cocoa,FL32922	23-7376943	501(C)(3)	66,033	DESG/Allocations
(19) Big Brothers Big Sisters of Central Florida 618 East South Street Orlando,FL32801	59-6555007	501(C)(3)	61,515	DESG/Allocations
(20) AMIkids Space Coast The Melbourne Center for Perso 1000 Inspiration Lane Melbourne,FL32934	59-2869412	501(C)(3)	61,136	DESG/Allocations
(21) Serene Harbor PO Box 100039 Palm Bay,FL329100039	59-3115093	501(C)(3)	55,067	DESG/Allocations
(22) The Arc of Space Coast 1694 Cedar Street Rockledge,FL32955	59-0905505	501(C)(3)	53,588	DESG/Allocations
(23) Space Coast Discovery Academy of Promising Future 3790 Dairy Road Melbourne,FL32904	59-2858471	501(C)(3)	53,042	DESG/Allocations
(24) The Salvation Army Brevard County Domestic Violenc PO Box 940 Cocoa,FL32923	58-0660607	501(C)(3)	52,444	DESG/Allocations
(25) Catholic Charities of Central Florida 1819 North Semoran BLVD Orlando,FL32807	59-1214353	501(C)(3)	46,715	DESG/Allocations
(26) HFH Supportive Housing 1490 Dignity Circle Cocoa,FL32922	59-2981409	501(C)(3)	44,720	DESG/Allocations
(27) Children's Advocacy Center of Brevard 1100 Rockledge BLVD Rockledge,FL32955	59-2432318	501(C)(3)	44,013	DESG/Allocations
(28) Brevard County Legal Aid 1037 Pathfinder Way Rockledge,FL32955	59-1301750	501(C)(3)	40,000	Allocations
(29) Childrens Home Society of FL- Brevard 1403 Dixon Boulevard Cocoa,FL32922	59-0192430	501(C)(3)	38,471	DESG/Allocations
(30) Project Response 378 N Babcock St Melbourne,FL32935	59-3036563	501(C)(3)	37,873	DESG/Allocations
(31) STEPS 1033 N Pine Hills Road Orlando,FL32808	63-0836930	501(C)(3)	33,553	DESG/Allocations
(32) Grandparents Raising Grandchildren of Brevard Coun 123 Barton BLVD Rockledge,FL32955	59-3712039	501(C)(3)	32,797	DESG/Allocations
(33) New Life Mission PO Box 362203 Melbourne,FL32936	26-1686406	501(C)(3)	31,259	DESG/Allocations
(34) The Childrens Center 5650 S Washington Ave Titusville,FL32780	59-3074052	501(C)(3)	30,205	DESG/Allocations
(35) Junior Achievement of the Space Coast 1275 S Patrick Dr Satellite Beach,FL32937	59-2461562	501(C)(3)	22,293	DESG/Allocations
(36) United Way Of Volusia-Flagler Counties 1530 Cornerstone BLVD Daytona Beach,FL32117	59-1099774	501(C)(3)	18,893	Designations
(37) The Salvation Army North Central Brevard Corps 919 West Peachtree StreeT Cocoa,FL32922	58-0660607	501(C)(3)	17,549	DESG/Allocations
(38) Brevard Zoo East Coast Zoological Society of FL 8225 North Wickham Road Melbourne,FL32940	59-2496749	501(C)(3)	16,000	DESG/Allocations
(39) Rolling Readers Space Coast 101 Pirate Lane Melbourne,FL32901	59-3755192	501(C)(3)	15,136	DESG/Allocations
(40) Family Promise of Brevard Inc 114 First Street Cocoa,FL32922	33-1170962	501(C)(3)	15,101	DESG/Allocations
(41) National Veterans Homeless Support 1436 West King StreeT Cocoa,FL32922	35-2330290	501(C)(3)	13,130	DESG/Allocations
(42) Links of Hope 3735 N Indian River Dr Cocoa,FL32926	01-0553077	501(C)(3)	12,161	DESG/Allocations
(43) Girl Scouts of Citrus Council 341 North Mills Avenue Orlando,FL32803	59-0696293	501(C)(3)	12,132	DESG/Allocations
(44) United Way of Miami-Dade 3250 SW Third Avenue Miami,FL331292712	59-0830840	501(C)(3)	12,055	DESG/Allocations
(45) University of Connecticut Foundation 2390 Alumni Drive Storrs,CT06268	06-6070722	501(C)(3)	9,633	Designations
(46) Boy Scouts of America Central Florida Council 1951 S Orange Blossom Trail Apopka,FL32703	59-0624376	501(C)(3)	9,285	Designations
(47) Computers Advancing Education 3000 Jolly Street Titusville,FL32780	75-3130752	501(C)(3)	9,000	DESG/Allocations
(48) National Technical Association 1686 Marywood Road Melbourne,FL32934	52-1699722	501(C)(3)	8,000	DESG/Allocations
(49) Brevard Schools Foundation 2700 Judge Fran Jamieson Way Viera,FL32940	59-2895155	501(C)(3)	7,788	Designations
(50) Health First Foundation 1350 South Hickory St Melbourne,FL32901	59-3528774	501(C)(3)	7,750	Designations
(51) Heart of Florida United Way 1940 Traylor BLVD Orlando,FL328044714	59-0808854	501(C)(3)	7,167	Designations
(52) Palm Bay Firefighters Community Benevolent 1465 Georgia Street Palm Bay,FL32907	27-4590150	501(C)(3)	7,052	Designations
(53) Promise Inc Promise In Brevard 4105 Norfolk PKWY West Melbourne,FL32904	90-0520600	501(C)(3)	6,163	Designations
(54) Candlelighters Of Brevard 436 Fifth Avenue Indialantic,FL32903	59-3068501	501(C)(3)	5,492	Designations

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) 2023

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)
(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 - Procedures for monitoring the use of grant funds

1. AGENCY ALLOCATIONS: MEMBER AGENCIES THAT RECEIVE AN ALLOCATION SUBMIT AN ANNUAL PROGRAM NARRATIVE AND BUDGET. EACH AGENCY UNDERGOES A SITE VISIT BY UNITED WAY OF BREVARD STAFF AND VOLUNTEERS TO REVIEW THE FUNDED PROGRAM(S). AGENCIES ALSO SUBMIT A MID-YEAR REPORT AND AN END-OF-YEAR REPORT THAT DETAILS THE USE OF THE GRANT FUNDS FOR THE YEAR. 2. DONOR DESIGNATIONS: UNITED WAY OF BREVARD REQUIRES AN AGENCY TO BE CLASSIFIED AS A 501(C)(3) EXEMPT ORGANIZATION TO RECEIVE DESIGNATED FUNDS FROM DONORS. UNITED WAY OF BREVARD REQUIRES EACH DESIGNATED AGENCY TO RETURN A FORM ANNUALLY THAT PROVES THEIR 501 (C) (3) STATUS AND CERTIFY THAT THE AGENCY WILL COMPLY WITH ALL OF THE REQUIREMENTS OF THE PATRIOT ACT.

Schedule I (Form 990) 2023

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
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

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

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

UNITED WAY OF BREVARD COUNTY INC

Employer identification number

59-0836384

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) 2023

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, 1099-MISC compensation, and/or 1099-NEC			(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)
1Robert Rains Past President	(i) (ii)	161,016 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	3,286 ------------- 0	164,302 ------------- 0	0 ------------- 0
2Caron Partridge President	(i) (ii)	157,946 ------------- 0	0 ------------- 0	0 ------------- 0	14,744 ------------- 0	1,281 ------------- 0	173,971 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2023

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) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

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

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

UNITED WAY OF BREVARD COUNTY INC

Employer identification number

59-0836384

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..	X		87,035	Est. Purchase Price
5 Clothing and household goods .......	X		199,210	Thrift Store Prices
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...	X	4	7,199	Est. Purchase Price
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( Electonics )	X	1	17,460	Est. Purchase Price
26 Other ( Medical supplies )	X	3	1,917	Thrift Store Prices
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

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

Cat. No. 51227J

Schedule M (Form 990) (2023)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation
Part I, column B	THE NUMBERS IN PART I, COLUMN (B) representS the number of contributions.

Schedule M (Form 990) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

UNITED WAY OF BREVARD COUNTY INC

Employer identification number

59-0836384

Return Reference	Explanation
Form 990, part I, line 1	UNITED WAY BELIEVES THAT WHEN YOU GIVE A PERSON A CHANCE THERE IS AN OPPORTUNITY TO MAKE POSITIVE LASTING CHANGE. THAT'S WHY WE FIGHT FOR THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON. WHEN YOU MAKE THE DECISION TO GIVE TO UNITED WAY, YOU ARE GIVING SOMEONE A CHANCE TO CHANGE THEIR LIFE. KEY HIGHLIGHTS: OUR COMMUNITY CAMPAIGN RAISED 5,130,000 FOR LOCAL HEALTH AND HUMAN SERVICE PARTNERS. TIM ANTONITION, PRESIDENT AND CEO, SPACE COAST CREDIT UNION SERVED AS OUR 2023 UNITED WAY CAMPAIGN CHAIR. GIFTS IN KIND DISTRIBUTED 312,821 WORTH OF ITEMS SUCH AS DIAPERS, CAR SEATS, HYGIENE PRODUCTS, DISASTER ITEMS AND OTHER GOODS. LOCALLY, 1409 VOLUNTEERS DONATED 5,700 HOURS TO UNITED WAY LAST YEAR, WHICH TRANSLATED TO A VALUE OF $190,923 ACCORDING TO THE POINTS OF LIGHT FOUNDATION. OUR TARGETED CARE OPTIONS INCLUDE THE FOLLOWING AREAS WHICH ALLOW A GIFT TO BE RESTRICTED TO A SPECIFIC AREA OF OUR IMPACT WORK WITH VOLUNTEER OVERSIGHT AND INPUT. HEALTH: WE BELIEVE THAT WHEN IT COMES TO HEALTH, A PERSON'S ZIP CODE SHOULDN'T BE A DETERRENT TO SUCCESS, NOR SHOULD IT BE A BARRIER TO IMPROVED HEALTH. FOR MANY INDIVIDUALS FACING DIFFICULTIES, INCLUDING SENIORS AND PERSON WITH DISABILITIES, IT IS A DAILY REALITY. BY PROVIDING PATHS TO ACCESS NUTRITIOUS FOOD AND OTHER CRITICAL SERVICES, WE HELP INDIVIDUALS, FAMILIES, SENIORS, AND PERSONS WITH DISABILITIES MAXIMIZE THEIR INDEPENDENCY AND MAINTAIN THEIR HEALTH AND WELL-BEING. EDUCATION: SUCCESS IN LIFE BEGINS WITH A QUALITY EDUCATION. YET MILLIONS OF CHILDREN LACK THE SUPPORT THEY NEED TO STRENGHTEN THEIR LITERACY, STAY ON TRACK IN SCHOOL, GRADUATE HIGH SCHOOL AND FIND A CAREER. WE SHIFT THE ODDS SO TOMORROW'S LEADERS CAN BUILD A SOLID FOUNDATION. WITH AN APPROACH TO EDUCATION THAT SPANS CRADLE TO CAREER, WE ENSURE CHILDREN GET STRONG STRARTS IN LIFE, ASSIST TEENAGERS WITH THE TOOLS TO LEARN AND GROW, AND ENABLE YOUNG ADULTS TO THRIVE IN THE JOB MARKET. OUR SUMMER FEED AND READ THIS PAST SUMMER WE SERVED 2,000 CHILDREN, DISTRIBUTED MORE THAN 9,000 BRANDNEW, FREE BOOKS AND NEARLY 11,000 TAKEHOME FOOD PACKS. OUR SECOND GRADE READING INITATIVE PROVIDED READING INCENTIVES TO SECOND GRADE CLASSROOMS AT 13 TITLE 1 SCHOOLS IN BREVARD COUNTY. FINANCIAL STABILITY: AFFORDABLE HOUSING. FINANCIAL ILLITERACY. HOMELESSNESS. IN OUR COMMUNITY, INDIVIDUALS AND FAMILIES ARE FACING FINANCIAL OBSTACLES THAT PREVENT A QUALITY OF LIFE. WE FIGHT FOR EVERY PERSON ON A PATH TOWARD FINANCIAL EMPOWERMENT. THAT STARTS WITH ACCESS TO SERVICES AND MEANINGFUL PROGRAMS.THROUGH MENTORING, FINANCIAL WORKSHOPS, PROVIDING INDIVIDUALS WITH JOB-SKILLS TRAINING AND SECURING HOUSING FOR STRUGGLING FAMILIES, WE ARE HELPING PEOPLE GET BACK ON THEIR FEET. OUR FINANCIAL WELLNESS CLASSES ARE FREE TO THE COMMUNITY AND HELPED OVER 100 PEOPLE LAST YEAR. PARTICIAPTANTS LEARN HOW CREDIT CARDS, CREDIT SCORES AND CREDIT REPORTS CAN HAVE AN IMPACT ON YOUR FINANCIAL GOALS, HOW TO CREATE A THREE STEP SPENDING PLAN, HOW TO MANAGE DEBT AND CREDIT AND HOW TO PLAN FOR RETIREMENT. OUR VOLUNTEER INCOME TAX ASSISTANCE PROGRAM VOLUNTEERS PREPARED 1287 TAX RETURNS FOR LOW TO MODERATE INCOME WORKERS, SAVING TAXPAYERS AN AVERAGE OF 250 PER TAX RETURN AND CREATING AN ESTIMATED COMMUNITY IMPACT OF 1M. MISSION UNITED: THIS INITIATIVE CONNECTS VETERANS AND THEIR FAMILIES WITH THE SERVICES THEY NEEDFROM SECURING A ROOF OVER THEIR HEADS, TO FINDING A STABLE JOB, TO GETTING HEALTH TREATMENT.
FORM 990, PART VI, LINE 6 - CLASSES OF MEMBERS OR STOCKHOLDERS	EVERY CONTRIBUTOR OF CASH DONATIONS, OR CASH EQUIVALENT, THEREBY BECOMES A MEMBER OF THE CORPORATION AND IS ENTITLED TO VOTE AT ALL MEETING OF THE MEMBERS DURING THE ANNUAL YEAR OF THE CORPORATION FOLLOWING THE CONTRIBUTION.
FORM 990, PART VI, LINE 7A - ELECTION OF MEMBERS AND THEIR RIGHTS	MEMBERS ARE ALLOWED TO VOTE AT THE ANNUAL MEETING. THE ANNUAL MEETING OF THE UNITED WAY OF BREVARD, INC. IS HELD FOR THE TRANSACTION OF BUSINESS AND THE ELECTION OF MEMBERS TO ITS BOARD OF DIRECTORS. IT IS HELD AT SUCH TIME AS MAY BE FIXED BY THE EXECUTIVE COMMITTEE, UPON THE CALL OF THE CHAIR OF THE BOARD, OR IN HIS/HER ABSENCE, BY THE CHAIR-ELECT OF THE SELECTED VICE CHAIR.
FORM 990, PART VI, LINE 7B - DECISIONS SUBJECT TO APPROVAL OF MEMBERS	DECISIONS SUBJECT TO APPROVAL OF MEMBERS THE PRIMARY GOVERNANCE DECISION RESERVED TO MEMBERS IS TO ELECT BOARD MEMBERS AT THE ANNUAL MEETING. ONCE SEATED, THE BOARD ELECTS ITS OWN OFFICERS.
FORM 990, PART VI, LINE 11B - ORGANIZATION'S PROCESS TO REVIEW FORM 990	ORGANIZATION'S PROCESS TO REVIEW FORM 990 A COMPLETED DRAFT OF THE IRS FORM 990 IS EMAILED TO THE BOARD MEMBERS BEFORE SUBMISSION TO THE IRS.
FORM 990, PART VI, LINE 12C - ENFORCEMENT OF CONFLICTS POLICY	EACH YEAR THE ETHICS POLICY (WHICH CONTAINS THE CONFLICT OF INTEREST POLICY) IS REVIEWED WITH THE BOARD OF DIRECTORS AND THE ENTIRE STAFF BY THE ETHICS OFFICER. EACH YEAR THE BOARD OF DIRECTORS AND THE ENTIRE STAFF ARE REQUIRED TO REVIEW THE POLICY, DISCLOSE ANY CONFLICTS OF INTEREST AND SIGN A STATEMENT THAT THEY HAVE REVIEWED THE POLICY.
FORM 990, PART VI, LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL	THE ORGANIZATION'S PRESIDENT RECEIVES A PERFORMANCE REVIEW EACH MAY BY THE EXECUTIVE COMMITTEE. BASED UPON THE PERFORMANCE REVIEW, THE EXECUTIVE COMMITTEE DETERMINES ANY INCREASES OR BENEFITS TO BE AWARDED. THE BOARD CHAIR THEN FORWARDS A SIGNED MEMO TO THE HR CONTRACTOR INFORMING THE APPROVED ANNUAL SALARY AND BENEFITS SO THAT ANY CHANGES CAN BE MADE IN THE ORGANIZATION'S PAYROLL REPORTING SYSTEMS. THE BOARD APPROVES THE ANNUAL BUDGET EACH YEAR THAT INCLUDES A BUDGET FOR SALARIES. THE PRESIDENT THEN REVIEWS EACH INDIVIDUAL EMPLOYEE'S SALARY AND SIGNS AN APPROVAL FOR ANY SALARY INCREASES.
FORM 990, PART VI, LINE 15B - COMPENSATION PROCESS FOR OFFICERS	THE ORGANIZATION'S PRESIDENT RECEIVES A PERFORMANCE REVIEW EACH MAY BY THE EXECUTIVE COMMITTEE. BASED UPON THE PERFORMANCE REVIEW, THE EXECUTIVE COMMITTEE DETERMINES ANY INCREASES OR BENEFITS TO BE AWARDED. THE BOARD CHAIR THEN FORWARDS A SIGNED MEMO TO THE HR CONTRACTOR INFORMING THE APPROVED ANNUAL SALARY AND BENEFITS SO THAT ANY CHANGES CAN BE MADE IN THE ORGANIZATION'S PAYROLL REPORTING SYSTEMS. THE BOARD APPROVES THE ANNUAL BUDGET EACH YEAR THAT INCLUDES A BUDGET FOR SALARIES. THE PRESIDENT THEN REVIEWS EACH INDIVIDUAL EMPLOYEE'S SALARY AND SIGNS AN APPROVAL FOR ANY SALARY INCREASES.
FORM 990, PART VI, LINE 19 - GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	IF A REQUEST IS MADE, UNITED WAY OF BREVARD, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR REVIEW AT ITS OFFICE LOCATED AT 1100 ROCKLEDGE BLVD, SUITE 300.
Form 990, Part XI, line 9	-636,938 donor designations received.
Form 990, Part III, line 3	United Way of Brevard voluntarily did not renew the contract for the Healthy Families grant for FY24-25. After an evaluation of costs and outcomes it was determined that the program no longer aligned with the strategic vision for United Way Space Coast (our brand relaunch and new DBA). We worked with the funder and the next grantee to successfully rehome the program. The program ended on 6/30/24 and was picked up by Healthy Start Brevard effective 7/1/24.

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

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: UNITED WAY IS THE TRUSTED COMMUNITY SOURCE THAT MOBILIZES OUR COMMUNITY TO CARE. ULTIMATELY THIS CREATES A STONGER ECONOMY AND A BETTER PLACE TO LIVE FOR ALL. (see schedule O)
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	45
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	44
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	43
6	Total number of volunteers (estimate if necessary) .............	6	1,409
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	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	8,164,842	7,629,289
9	Program service revenue (Part VIII, line 2g) .........	0	0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	214,232	197,603
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	22,694	1,948
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	8,401,768	7,828,840
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	3,720,408	3,020,218
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)	2,115,391	1,940,191
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 572,259
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,395,138	1,237,822
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	7,230,937	6,198,231
19	Revenue less expenses. Subtract line 18 from line 12.......	1,170,831	1,630,609
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	8,513,177	9,379,481
21	Total liabilities (Part X, line 26).............	3,718,138	3,283,335
22	Net assets or fund balances. Subtract line 21 from line 20.....	4,795,039	6,096,146

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 3,149,227 including grants of $ 2,418,838 ) (Revenue $ )
	UNITED WAY OF BREVARD PARTNER AGENCIES ARE A DIVERSE GROUP OF HEALTH AND HUMAN SERVICE PROVIDERS WHO PROVIDE CRITICAL SERVICES TO OUR COMMUNITY.

4b	(Code: ) (Expenses $ 1,447,656 including grants of $ 115,525 ) (Revenue $ )
	HEALTHY FAMILIES BREVARD IS A PROGRAM DESIGNATED TO PREVENT CHILD ABUSE AND NEGLECT AND PROMOTE HEALTHY CHILD DEVELOPMENT.

4c	(Code: ) (Expenses $ 526,831 including grants of $ 485,855 ) (Revenue $ )
	HOUSING OPPORTUNITIES FOR PERSONS WITH AIDS (HOPWA) SUPPORTS LONG-TERM SOLUTIONS TO HOUSING CHALLENGES OF ELIGIBLE PERSONS BY PROVIDING FUNDING FOR EMERGENCY AND TEMPORARY HOUSING NEEDS OF PERSONS WITH HIV/AIDS. FUNDING PROVIDED CRITICAL SERVICES TO IMPROVE ACCESS TO HIV TREATMENT AND HEALTHCARE AND REDUCED THE RISK OF HOMELESSNESS AMONG PEOPLE LIVING WITH HIV/AIDS. UNITED WAY OF BREVARD DISTRIBUTED THESE FUNDS TO AGENCIES SERVING THE ENTIRE COUNTY AND PERFORMED ALL REPORTING TO THE FL DEPARTMENT OF HEALTH. UNITED WAY OF BREVARD WAS ALSO RESPONSIBLE FOR THE MONITORING OF SUBCONTRACTORS PROVIDING DIRECT SERVICE.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses5,123,714

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	397,200	0	25,305

(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	5,404,714
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	1,642,997

f	All other contributions, gifts, grants, and similar amounts not included above		1f	581,578

g	Noncash contributions included in lines 1a - 1f:$		1g	312,822

h Total. Add lines 1a-1f.......		7,629,289

		Business Code
2a
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		0

3 Investment income (including dividends, interest, and othersimilar amounts) ......			197,229			197,229
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c	0	0
d	Net rental income or (loss).......			0
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	1,539,471
b	Less: cost or other basis and sales expenses	7b	1,539,097
c	Gain or (loss)	7c	374
d	Net gain or (loss).........			374			374
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a	27,950
b	Less: direct expenses ...		8b	57,501
c	Net income or (loss) from fundraising events..			-29,551			-29,551
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a	0
b	Less: direct expenses ...		9b	0
c	Net income or (loss) from gaming activities..			0
10a	Gross sales of inventory, less returns and allowances ..
			10a	0
b	Less: cost of goods sold ..		10b	0
c	Net income or (loss) from sales of inventory..			0

Business Code
11a	ADMINISTRATIVE SERVICE FEE		561000	24,499	24,499
b	OTHER INCOME		900099	7,000	7,000
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			31,499
12	Total revenue. See instructions.....			7,828,840	31,499		168,052

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	3,020,218	3,020,218
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	0
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	0
4	Benefits paid to or for members .......	0
5	Compensation of current officers, directors, trustees, and key employees ...........	418,287	271,926	71,783	74,578
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	0
7	Other salaries and wages........	1,122,932	709,268	198,691	214,973
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	67,301	43,985	7,512	15,804
9	Other employee benefits .......	211,283	152,625	23,582	35,076
10	Payroll taxes ...........	120,388	86,965	13,437	19,986
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	0
c	Accounting ...........	14,375		14,375
d	Lobbying ...........	0
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	21,818		21,818
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	290,436	131,351	99,476	59,609
12	Advertising and promotion ....	68,533	10,695	2,960	54,878
13	Office expenses .......	39,500	28,299	5,871	5,330
14	Information technology ......	74,373	56,538	6,780	11,055
15	Royalties ..	0
16	Occupancy ...........	184,615	130,310	17,847	36,458
17	Travel ............	38,935	33,006	1,722	4,207
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	0
20	Interest ...........	0
21	Payments to affiliates .......	95,335	74,232	6,135	14,968
22	Depreciation, depletion, and amortization ..	3,260	2,403	220	637
23	Insurance ...	26,033	18,505	3,806	3,722
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	IN-KIND EXPENSES	322,974	322,974
b	STAFF & VOLUNTEER DEVEL.	26,947	16,367	697	9,883
c	DUES AND SUBSCRIPTIONS	12,362	7,093	1,044	4,225
d	EQUIP. LEASES & MAINTENANCE	5,689	3,755	1,400	534
e	All other expenses	12,637	3,199	3,102	6,336
25	Total functional expenses. Add lines 1 through 24e	6,198,231	5,123,714	502,258	572,259
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 ........			567,712	1	1,455,821
2	Savings and temporary cash investments .........			588,584	2	375,352
3	Pledges and grants receivable, net ......			1,724,446	3	1,595,808
4	Accounts receivable, net .............			315,898	4	234,610
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 .......
				0	5	0
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) ...
				0	6	0
7	Notes and loans receivable, net ...........			0	7	0
8	Inventories for sale or use ............			16,325	8	6,888
9	Prepaid expenses and deferred charges ......			36,543	9	16,554
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	89,880
b	Less: accumulated depreciation	10b	62,588	4,482	10c	27,292
11	Investments—publicly traded securities .			3,072,555	11	5,347,316
12	Investments—other securities. See Part IV, line 11 .....			0	12	0
13	Investments—program-related. See Part IV, line 11 ..			0	13	0
14	Intangible assets ...............			0	14	0
15	Other assets. See Part IV, line 11 ...........			2,186,632	15	319,840
16	Total assets. Add lines 1 through 15 (must equal line 33)...			8,513,177	16	9,379,481

17	Accounts payable and accrued expenses .....	118,823	17	161,263
18	Grants payable ...	0	18	0
19	Deferred revenue .........	0	19	0
20	Tax-exempt bond liabilities .........	0	20	0
21	Escrow or custodial account liability. Complete Part IV of Schedule D	0	21	0
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 .........
		0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..	0	23	0
24	Unsecured notes and loans payable to unrelated third parties ..	508,078	24	0
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	3,091,237	25	3,122,072
26	Total liabilities. Add lines 17 through 25..	3,718,138	26	3,283,335

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	4,155,775	27	5,666,771
28	Net assets with donor restrictions ...........	639,264	28	429,375
	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 ...........	4,795,039	32	6,096,146
33	Total liabilities and net assets/fund balances ........	8,513,177	33	9,379,481