UNITED WAY OF INDIAN RIVER COUNTY, LNCG FORM 990 … · 45 lc _____ ) (ciri; 1 , 693 , 386. in udtn...

UNITED WAY OF INDIAN RIVER COUNTY, LNCG

FORM 990

TAX YEAR ENDED JUNE 30, 2013

PUBLIC INSPECTION COPY

Foem 99O DG ?flflt 0? thq Taupy iflt T, t 1L*$jyjc

A For The 2012 calendar

B cecrt iCNameofr ppIbI

nMcrs C nae ________

EI1 _____ c.tiw9 iDong Busi Ell% Numben fl P0 BOJ

JIM Q13 D Employer identIfication number

ZC 1A'ArA

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H(s) is th a group return fr affiliates? EI]v0 [X]No

H(b) Are all affiliates included? LI]es No It 'No, attach allot. (see instructions)

1tu exempt ion number

r i iy uescnoe irie Org1izatron'8 mission or most significant activities: I IS S ION: MOBILIZING THE CARING POWER OF OUR CONMUN Ti

E 2 Check thiS box If the or ation discontinued its operations or diep ofr 3 Number of voting members of the govenhing body (Part Vi, line Th •,,,,,,,,. .................. 4 Number of independent voting membem of the goveming body (Part Vl,Jifie1b) .......... 5 Total number of individuals employed in calendar year 2612 (Fart V, 6 Total number of volunteers (estimate if necessary).......................................... ....... 7a Tots unrelated business revenue from Part Viii, column (Cl. line 12\

Under ponal f perfury, I

true, correct, and c'mp1ate, Declaration (1 preparar (otherthan oflicar) is based on afi information of which preparer has any knowladge, __________________ si j jiatura of officer

Date

PririfjTypeprparei-'s name I Paid EBORA11 A. CRtXM, CPA JDEBORAH A. CRUM, CPA1/21/14J

d P00282890 Preparer rm's name . REHMANN ROBSON 'Firm's EiN. 38-3635706 lJsaOnly Firm' ddres 5070 NORTH HIGHWAY AlA, SUITE 250

VERO BEACH, FL 32963

•• ••• • •••••••••••••••••••••••••••L4J rea L_JNO sooi 12-10-12 LHA For Paperwork Redutfon Act Notio, see the separste vstrujjon. Form 990(2012) SEE SCHEDULE 0 FOR ORGANIZATION MISSION STATEMENT CONTINUATION

______ UNITED WAY OF INDIAN RIVER COUNTY1 INC. 59-1087090 '4 D.___ - -- - - - __________ ill 1T U[d[J1 oervice PtCCOfflplishme rits

___________ ifchedule 0 COflte4fls a raspon tO any question In this Part III ....................................................................................... I Bristly desoribetha oranizaon's mission:

NISSIC)N: TO IMPROVE LIVES BY MOBILIZ INC THE CARING POWER OF OUR COMMUNITY,. VISION TO PROACTIVELY BUILD A STRONG HEALTHY AND CARING COMMUNITy.

2 Old the organization undertake arty signlcat prograr -n services durin the year which were not listed on

the prior Form 990 or ggg ? . ....No ff 'Yes, describe th new services on $ched,i 0.

3 Did the organization cease conducting, or make sIifioant changes in how it conducts, any program services?.................. L:JYes [Xi No If 'Yea, desorjbe these chaigea en Schedule 0.

4 Descilbe the organizatlo,y program metv ice ascomplishrnents for each of Its three largest program services, as measured by penees. Section 501(c)(3) and 501c)(4) organizations are required to report the amount of grants and allocations to others, the total expeitses, and revcnus If any, for each prooram service reported,

45 lc _______ ) (ciri; 1 , 693 , 386. in udtn grar,t of 1 ,693, 386. $ - PROGR.Ml SERVICES & COIMUTNITy INVESTMENT - SEE ATTACHED DECTP'rTrtM

4b (c - ) (0prs $

REACHING OUT 299, 651 L/inudIne ; COMMUNITY - SEE

___________ ) (R,enue$ IJESCRIPT ION

4c (Oo _______ ) (Epei s inc1udi, ot. I ( verns$

4d Other proraai services E)esctibe in Schedule 0.)

232002 12-1O-2

993,0

Form 990(2012)

2 12580121 792756 427511427511 2012.05020 UNITED WAY OF INDIAN RIVER 42751141

UNITED WAY OF INDLkJ RiVER COUNTY, INC. E.LN, 59-1087090 FYE: 6/30/2013

Attachment Forw 990 - Page 2— Part III

4(a) Program Services & Community Investment United Way of Indian River County ([JWIRC) is a locally governed and managed non-profit organization consisting of eight full time and two part time staff and run by an 18-member all volunteer Board of Directors. UWIRC is one of 1,280 locally run United Way affiliates in the country. Last year over 898 volunteers from the community helped further United Way's activities and goals.

UWIRC runs an annual campaign, coordinates a Community Jnvestment Process, provides emergency and special project grants, coordintà vo1uneer run programs, and runs the United Way Center which houses our CommuthyE.00mt Board Room and a nan-profit incubation center. In addition, our stag sits on a great many community committees.

- / Last year (FYI2-13), UWIRC invested $1,69 86 in 501/c)(3) organizations. The vast majority ($1,649,733) was distributed to 42 prog?iuns frani our 32 partner agencies.

4(b) Reaching out to the Comrnl!j

Not only does U'v1kc partner with. .gencies that help people in this community, but UWIRC is committed to providing opportunities, resources and support for organizations & initiatives irnlortantto our eópmiunity. We do this through our:

• United Vy Center Coniunity Room and Board Room (provided at no cost to local non-profit organizations)

• Non-profit Incubation Center

• Disaster Relief & Recovery

• Support of Local Initiatives such as the Mental Health Collaborative, Indian River Executive Roundtable, the Moonshot Moment Literacy Initiative, and Connected 4 Kids.

Other Highlights include:

Disaster Response and Readiness: In 2009, UWIRC partnered with the Red Cross to call together 36 faith-based and social service agencies in the formation of Indian River

J:\Client Directory\Unked Way\201 3 Tax\Forin 990 ?art JJI.doc

County's first Voluntary Organizations Active in Disaster (VOAD). The organization seeks to prevent the duplication of effort through collaboration of available services (volunteer coordination, disaster supplies distribution, temporary housing, childeare, and pastoral care) in natural or manmade disaster such as fires, hunicanes, tornadoes, flash floods and most notably hurricanes and wildfires,

C

J:\Client Directory\United Way\201 Tax.Form 990 Part liLdoc

Checklist of tNITED WAY OF INDIAN COUNTY, INC. 59-1087090

I Is the organization descrbsd in section O1 (c(3) or 4947(a)(1) (other than a private foundation)? If"Yes," complete ShduleA ............................................................................................................................................. .

1 2 Is the organization required to coniplete Scheth4e , Schedule of Con ffllijtp .................................................................. 3 Did the or9arrization engage In direct or Indlret p!ltica1 campaign actIvities on behalf of or in opposition to candidates for

public off Ica? °Yes, • co'r t ctei.ji c, Patti ............................................................................................................ 4 Section 501 lc)(3) orgenat1ons. Did the orgar atJon engage in lobbyIng activities, or have a section 501(h) electIon in effect dwlng the tax year? if 'Yes,' complete sccicj p ,q ................... .

4 5 Is the organization a section 501 (cX4), 5C)1 @X5), or 501(c)(6) organization that receives membership dues, assessments, or

similar amounts se delined in Revenue Procedure 98-19? It 'Yes," complete Schedule C, Part III .......................................... .5 6 Did the organization maintain any donor advfsed funds or any simlier funds or accounts for which donors have the right to

provide advice en the ditt1bution or investjnen of arriounte In such funds oracoouflts? If "Yes," complete Schedule D, Part 1 6 7 Did the organization receive or hold a conservation essenient, including easements to preserve open space,

the envIronment, historic land areas, or histojfo stsvctures? If 'Yes,"complete ScheduleD, Part II .......................................... .7 8 Ok! the organIzation maintain colectiona of works of art, hIstorfoeJ treasures, or other similar assets? If 'Yes," complete ScheduleD, Part I/I ............................................................................................... ......../......................................... .a 9 Did the organization report an aniount in Part X, line 21, for escrow or custodial account iIabIifty;erve as a custodian for

amounts not listed in Part X; or provide crrJit counseling, debt management, credit repair, or debnegot(ation seMces'? If 'Yea," complete Schec'u/e D, PaiJV ....................................................................

'. ........................

10 Did the organization, directly or through a related organization, hold assets in ternporar(fyrsgtc endowments, pemianent endowments, or quasi-endowag7 If 'Yes," complete ScheduleD, Peit V .......................... : ..,, .................................. .10 It If the organization's arlewerto any of the following questIons is 'Yes,' thengir to Schedule 0, Pan Ii, VII, VIII, IX, orX as apMcable,

2 a Did the organization report an amount for land, buildings, and equipment in Part X, Nne ? If "Yes," c6pple(e ScheduleD, PartW............................................................................................. ........................lie b Did the orgai,lzation report an amount for investments - other securities In ar X, Zve 12 that I& 6% or more of its total assets reported in Part X, line 16?!! "Yes," oonp!ete Sche4jjeD,Pejt Vii ....... :,................................................................. .Ill) C Did the organization report art amount for investments- programreiqted in Part X,]fn1e 13 that is 5% or more of its total

assets reported In PartX, line 1S?ff "Yes," complete Sc?hecleleo ParVI/I ......................................................................... .lic ci Did the organization report an amount for other assets in Part X, line 1 that in 5% or more of its total assets reported in Part N, line lS?if"Yes,"conpleteScJ3edIleDpjX .:. .................................................................................................. .

lid 0 Did theorganization report an amoUnt for -other liabilities in'PartX llne2S?/f'yes,'compJet,5c17ed ,jleD PartX.................. .lie

f Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's iiabIty for ugeertairi tax pOSitiori' under FIN 48 (A$C 740)? If 'Yes, "complete Scheduf& A PwtX ............ . ill

12a Did the organization obtain searate, independent audited financial statements for the tax year? if "Yes," complete &hethjle D, PWtSXI and Xli .. ..............................................................................................................................

b Was the organization Included in'c Ildatec,ifldèpendent audited financial statements for the tax year'? If "Yes," and if the organization ansrsernd"No" to fine 12a, then completing ScheduleD, Parts Xl and XII is optional ............... .12b 13 Is the organization a school dezc ed in seciion 1 70(b)(1)(A)i)c' If "Yes," con,Iete Schedule E .13

14e Did the organization maintain an offe, employees, or agents outside of the United States? .l4a

b Did the organization have aggregate revenues or expenses of morn than $10,000 from gmrttmnaklng, funciraising, business, investment, and program service activities outside the Uited States, or aggregate foreign investments valued at $100,000 or more?

If 'Yes," complete Schedule F, Pjf / anrJW......................................................................................................... .14b 15 Did the organization report on Fart IX, column (A), lIne 3, more than $5,000 of grants or assistance to any organization

or entity located outside the United States? If "Yes," complete Schedule F, Parts!) and IV ................................................... .is 16 DId the organization report or, Part IX, column (A), lineS, more than $5,000 of aggregate grants or assistance to IndMdu

located outside the United States? If '¼s," complete Schedule F, Pat. III IV .is 17 Did the organization report a total of more their $15,000 of expenses for professional fundraiairrg services on Part IX, column (A), lInes Sand 1 is" If "Yes," complete SchdjJle G, Part! ....................................................................................... .

17 18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Pail VIII, lines

loand8a?if'Yes,"complete5 le p,, ..18 i9 Did the organization report more than $15,000 of gross income from gaming activities on Paj't VIII, line 9a? If "Yes,' complete Schs G, Pail III ........................................................................................................................................ ____ 20a Did the organization operate one or more hospital facilities? If "Yes," complete Sched&/e H ................................................ .20a

attach a copy of Its audited financial statements to this return" I

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For-ni 990 012)

3 2012.05020 UNITED WAY OF INDIAN RIVER 42751141

232CO 12-10-12

12580121 792756 427511427511

Checklist of WAY O' INDThN RIVER COt 59-1087D90

Did the organization report more than $5,000 of grants and other assistance to any government ccorganlzatkn in the United States on Part IX, column (A), line 1? if 'Yea,' oompfele Schedule , Parts I and Ii ...................................................... Did the organization report more than $5,000 of grants and other assistaj'ice to individuats In the United States en Part IX, column (A), line 2? fl' "Yes,' comp!et SrM eri.jj/ /, Pjj f and II! Did the organization answer "Yes" to Part VII, Section A, lIne 3,4, cr5 about compensation of the Oraniza1ion's current and foi er officers, directors, tivet , key employees, and highest e pensate'i employees0 If Yes,' complete SChecM '' ........................................................................................................................................................................

Did the oranlzation have ataxternpt bond issue with an outstanding principal arnouni of more than $100,000 as of the last day of the year, that was issued ter December 31, 2002? If 'Yes,' answer fines 24b through 24d and complete SohecJulek', If We", go to line 25 .......................................................................................................................................

Did the organization invest any proceeds of taxexenipt bonds beyond a temporary period exception? ................................ Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defeese any taxexempt bond? ................................................................................................................................ ............

d Did the organatIon act n 'on behaff of' issuer for bonds outstandmg at any time during the year? ................................. 26a Section 501 (o)(3) and 501 (cJf4) organizalions, Did the organization engage in an excess benefit transaction with a

disqualified person during the year? If 'Yes," conlpJef .Schedufe L, Part I ................................ ..................................... b is the organization aware that it engaged in an excess benefit transaction with a disqualified persn in a prloryear, and

that the transactioi has not been reported en any of the organization's prior Forms 90 or 99C-EZJf "Yes, ScheduleLPart1 ..................................................................................................

, . -. ..\.................................. 26 Was a icon to or by a current or forriier officer, director, trustee, key employee, highest cornp jested employee, or disqualified person outstanding as of the end of the organization's tax year? If 'Yes,' aojnplete Schedule L, Part !I\............................. 27 Did the organization provide a grant or other assistance to an ofVcer, dlreci or, trus e, key employee, sU'bstantial corltribirtor or employee thereof, a grant seleatk,n committee mernber,

1eño a35% controlled entity o1famNy member of any of these persons? If 'Yes,' complete Schedule L, Pwtm

28 Was the organization a party to a business transaction with one of the folS wing parties (see Scheduis L Part IV lnstwcticas for applicable hung thresholds, conditions, and.exceptions):

a A current orfonier officer, director, ttustee, or key ernplo'ee? It 'Yes,' conoIete SChØdLII9 L, Part/V ................................ b A family member of a current or former officer, directortruetea, or kezen,ployee? if DYeS, ceno1ete Schedule L, Part/V.. a An entity of which a current or former officer, director, .rustee, or key e'mpioyee (or a family member thereof) was an officer,

director, trustee, or direct or indirect owner? If 'Yes," cirp!efe Sche.thile L, Part IV ............................................................... 29 Did the organization receive moreihan $25,000 in noncah conthbutions7 if "Yes," complete Scledu/e M

........................... 30 Did the organization receive coj -ttrlbul ions of art, historical treasures, or other sirriiar assets, or qualified conservation

contributions? ff "Yes,' Sedule M .................................................................................................................... 31 Did the organization ilquidate,çermfnate, or dasoIveand cease operations?

If'Yes," complete Sche,j NPJ-I .................. ............................................................................................................ 32 DId the organization sell, excliuri , dispose of,oq'tjsnsfer more than 25% of Its net assetri,'/f 'Yea," complete Schedule N, Part/I .........................

... ...................................................... 33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301 .7701'3? If "Yes, "complete She'je , p;

34 Was the organization related to any taxexenipt or taxable entity? If "Yes, "complete ScheduleR, Part 11,111, or/V and Part V. lIne 1 358 DId the organization have a controlled entity within the meaning of section 51 2)(1 3)?

b If 'Yes" to line 35a. did the organization receive any payment from or engage in any transaction with a controed entity Within the meaning of sect ion 512(b)(13y, Ii "Yes," complete ScheduleR, Part V line 2 .........................................................

36 Section 6OI(c)(3) organizations. Did the organization make any transfers to an exempt nonoharitatole related organization'? If"Yes,' complete Schedule fi, Part V, fine 2 ....................................................................................................................

37 DId the organization conduct more than 5% of its actMtles through an entity that is not a related organization and that is treated as a partnership for federal Income tax purposes'? If "Yes," complete ScMacIule A, Part Vi ........................ 38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part Vi, lines ii band 19" Note. All Form 990 filers are required to c mpIete Schedule 0

282004 12-10-12

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aLX Form 990(2012)

4 12580121 792756 427511427511 2012.05020 UNITED WAY OF INDI RIVER 4275114].

IND Statements Reardin Other IRS flings and Tax Con Check if Schedule 0 contaIns a response to any question in this Pt V

INC. 59-1087090

Ia Enter the number reported in Box S of Form 1(396. Enter •0• if not applicable ................................. I ' b Enter the number of Forms W2G Included In line la. Enter •0 If not applicable .............................. [lb c Did the omanizajiori comply with backup wfthholding rules for reportable payments to vendors and reportable gaming

(gorabling) winnings to pflz5 wifln 7 .............................................................................................................................. 2a Enter the number of employees reported on Form W3, Transmittal of Wage and Tax Statements,

filed fortheoaTendary Jendjng With orwithintheyeayenv bythis return .............................. .2 .1 b If at ie one is reported on line 2a, did the orgariizat$on file all required federal employment tax returns?.............................. Note. if the sum of lines la arrd2a is greater than 250, you may be reciired toe-file (see Instructions) 2. Did the organization have unrelated business gross income of $1,000 or more during the year? .......................................... b lf'Yes,' hesftljiedaF 99OTfof ThIsyw 7 jf'Wo u pm xp,aWQfl!fl$cheth, O ............................................. 4a At any time during the calendar year, did the organization have an interest in, or a signatUre or other authority over, a

financial account in a foreign country (such ee a bank account, esculitles account, or other financial account)? ..................... b If 'Yes, enter The name of the forelen country

Se instructions for filing requiremen for Form ID F90•22.f, Report of Foreign Bank and Flnai?claI Accounts. 6 Was the orgaflat,on PaIY to a prohibited tax shelter transaction at any trne during the tax yr1 ................................... b Did any taxable party notify the organizadon that it was or isa party to a prohibited tax shelter trasactiøn?........................... a If 'Yes,' to line Se or Sb, did the organization The Form 8888T? ...................................................................................

Se Does the crgaxiizatlon have annual gross receipts that are normally greater than $100,000,.ancj did the organization solicit any contributions that were riot tax deductible as charitable contlibutions? ..... .............. .. ..... ................. b If 'Yes,' did tit. organization Include with every solicitation an express stat i nt that such contributioii or gifts were not tax deductible? ...................................................................... ..................................)...............................

7 Organiatjoi That may ' eive d rctlble contributions under secica 170(c). a Did the organization rcalve a payment in excess of $75 made partly as a contribrticrn and partly for,goods and services provided to the payer? b If 'Yes,' did the organization notify the donor of the value of the goods or rvices provided? ............................................. a Did the organization sell, exchange, or otherwise dispose of 1anible personal property for Which it

W5S required tofile Form 8282" ......................................................... . .......................... d If Yea, indicate the number of Forms 8282 flied durinthe year ... J Id I

c Did the organization receive any funds, dectIy or indirctiy, to pay premiums on a personal benefit contract? I Did the organization, during the year, pay premiums, directly or ladiredy, on a personal benefit contract? ...........................

if tire ocgan aflon received a contHbulin of qualified Inteilccual property, did the organization file Form 8899 as required?... h If the organization received a ogstr1bution of cars, boats, airplanes, or other vehicles, did the organization file a Fonii 1 098•C?

8 Sponeoring or9anialions maIntaining donor adelsed fisñøs and sectIon 5O9a)13) supporting organizations. DkI the suppollinc organization, or a donor advised fii.nd maintaIned by a sponorIng organization, have exc s business hokiings at any lime during the year?

9 SponsorIng otantions maintarning donor adviSed fuinds. a Did the organization make any txable distrlbuto under section 4968?............................................................................. b Did the organization make a dis$ijbutlot to a donor, donor advisor, or related person? ........................................................

10 Section 501(o)(?) orunatIons. Enter: a InitiatIon fees and capital contributions included on Part VIII, line 12 ............................................. .lOa b Gross receipts, inclucledon Form 990, Part VIII, line 12, forpublic usecfclubfaciifties .................. .lOb 11 Section 501 (e)(12) organizations. Enter

a Gross Income from members or sharehoidere ...............................................................................ha b Gross income from other sources (Do not net amounts due or paid to other sources against

amounts due or received from them.) ..........................................................................................LiIb 12a Section 4947()(1) non-exempt charitable trusts. lathe organization Thing Form 990 In lieu of Form 1041?

b If Yes,' enter the amount of taxexempt Interest received or aocn.ied during the year .................. 112b I 13 Section 501 (c)(29) qualified nonprofit health insuranec isSUers.

a Is the organization licensed to Issue qualified health plans in more than one state? .............................................................. Note. See the instrtjcjionsibr additional Information the organization must report on Schedule 0.

b Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans .................................................................. 13b

c Enter the amount of reserves on hand .......................................................................................... ____________________ 14a

Did the organization receive any payments for indoor tanning services during the tax year? ................................................ -b If'YeshazitfliedaF m7'flt O ---..... -

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2OO5 12.10-12

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Form 990 O12) UNITED WAY OF INDIAN RIVER COUNTY, INC. 59-1087090 Page 6 Governance, Management, and DisClosure For each 'Yes,esponse to ffnes2 through ThbeJow, and fora Wo'response to 'ne 8a, 8b, or lOb below, $cf1be the cawmstaflces, praee.sse., or changes in ScheiIe 0. See /nst1Uctorzs.

Check 11 Schedule 0 coatns a resJ3oflse to any st in thia pa4 /J III Section & Governing Eody and Manactament

la Enterthe nurnberofvothg membera of the governing body at the end of the tax . 1 Ifl e ematerial differences kivotjng rfgts among members of the aovrnlnn hn4u - - . ---------C -. •"'yVV7IpJuIJ

boiy delegated broad authority to an executive committee orsimllarcommjtjee, exptain in Sobecture 0. b Enterthenumbe I, above, who are kidependent .................. .lb 16

2 DId any officer, director, trustee, or key employee have a fwity retatiorishjp or a business retionsti with any other officer, director. lnjstee, or key employee? . .......

3 DId the organization delegate control over management dutles custorrwrity performed by or under the direct superv*on of of&r, dirBctom, or iwetees, or key employees to a management company or other person?

4 Did the organization make any significant changes to its veining documents since the prior Form 990 was filed? ...............

5 Did the organization become aware during the year of a significant diversion of the organization's assets? .......................... 5 Did the O flizatjco have membsqs or et oidsrs? .......................... 73 DId the organization have members, stocithoidera, or other persons Mio had the power to elect

.0, appob-it one or more memberB of the governh -, b y? ........................................................................................................................ b Are any governance decisions of the organization reserved to (or subject to approval by) mernbe, stockhoidere, or

Persons Other than the governuig body? . . ...... 8 Did the organization cant ranaousiydocumt the meetings held or written actions uncIeitaen-dtjring the yerby the following:

a The gOverning body? .................'- -:................. B Each Committee with authority to act On behalf of the governing body? .. •:.

9 a there any officer, director, trustee, or key ernpfcyee listed in Part Vii, Sscion A. Qannot be reacheb at the

iCe Did the organization have lo & chapters, branches, or affiiiatec? . b if 'Yes, did the organization have written poilcies and proedurss governing the aotivfties of such chapters. affiriates,

and branches to ensure their operations are oonsistentjth the org&tizatioris exempt pun?oses? h a lies the organization provided a complete copy of this form 990 to all members of its governing body before fling the form?

b Describe in Schedule 0 the process, if-any, used by the rganizatiorr tà review this Form 990. 123 Did the organization have a wrt ccrlJ lot of interest poiidy? If Wo,a go to fins 13

b Ware officers, directors, or tnistees/and key employees required to disclose annually i'iterests that could give rise to conflicts? c DId the organization regularly and consistently monitor end enforce compliance with the policy? If 'Yes,' ac/ e Ifl SchedaleOhowthIsy J . . .............

13 Did the organization have a wr4tten whistiebiower policy? ................................................................................................... 14 Did the organization have a wiittèr document rejetit ion and destruction poiicy? 15 DId the process for determIning oon ensatio of the following persons include a review and approvaJ by independent

persons, compaabiy data, and contemp6raneaus substarrtiatfon of the deliberation end decision? a The organization's CEO, xecutiye Director, or top management official Ii Other officers or key employea of the organization ...........................................................................................................

If 'Yes' to ne 15a or 15b, describe the process In Schedule 0 (sen instructions). 16a Did the organization invest is, contribute assets to, or participate in a joint venture or simliar arangernent with a

taxable entrty during the year? ................................................................................................... ................................ b If "Yes, did the organizatjo follow a written policy or procedure r uiring the organization to evaluate Its peiticipation

in joint venture arrangements under applicable federal tax law, and take steps to safeguard The Organization's ava.-nnt £,F.-,t, , ..a&. ...._._. - - - -- - -

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__________________..............................118b1 F Section C. Disclosure ______

17 LIst the states with which a copy of this Form 990 is required to be lsd FL 16 SectIon 6104 requires an organization to make Its Forns IDZ3 (or 1024 if applicable), 990, and 990-T (Section 501 (c)(3)s only) available for public inspection. Indicate how you rrde these available. Check all that apply.

[Xi Own website Mother's website EX] Upon request Other (explain In Schedule 0) 19 Describe fri Schdui 0 whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial

statements available to The public during the tax year. 20 Stats the name, physical address, and telephone number of the person wi-

re possesses the bools and records of the organization; ________ 1 caAELKIN . 57.. ,

Form 990 (2012)

12580121 792756 427511427511 2012.05020 UNITED WAY OF INDIAN RIVER 42751141

UNITED WAY OF INDIAN RIVER COUNTY EIN: 59-1087090 6/30113 FORM 990

PART VI - SECTION A - LINE 4

MOVED AND SECONDED: To approve the amendment to Article IV - Board of Directors as proposed by the Executive Committee. MOTION APPROVEI).

A. endrnents to Key UWJRC Documents - Michael Kint Diversilvllnelusion Polkv - The following draft, approved by the Executive Committee, was submitted to the board for approval:

"Diversity and Inclusion - Statement of PrinclJe

"United Way of Indian River County (UWIRC) be1eves tIat diversity and inclusion are at the heart of what it means to live united nd adv4ee the common good. Therefore, UWIRC will continually strive to be a iiaodçl if diversity and inclusion. Our Board of Directors, staff, volunteei and partners' must reflect the many faces, and walks of life, which proudly mäkë up our community and our nation.

"Valuing diversity includes respecting and appreciating .ach person's race, color, religion, creed, gender, nationality, language diffrenees, marital status, sexual orientation, gender identity, physical, mental and 'developmental abilities, age, socioeconomic status, veteran status, parental status and the perspectives of each individual shaped by their nation culture ansi experiences.

"UWIRC brinsj,eople together to tackle community problems, and we know that the best solutions are crafted by diverse groups with unique perspectives and approaches. We actively seek the participation of people who represent a wide range of backgrounds and experience, and we require our partner agencies to do the same.

A review of this policy will be made at least once every three years."

One board member suggested that the word "must" in the 1 paragraph, 3rd sentence be changed to read "should". All agreed.

Form99D2012) UNITED WAY OF INDIAN RIVER COUNTY, INC. 59-1087090 Pariel CompersatJ of Officers Directors, Tnjstes, Key Employees, Highest Gompensat

Empfoyaag, and Independent Contractors _ _check If Schedule C contains a response to any question In this P1 VII .........

1 1 Section A. Offic.i Direot Truste Ke Em to os and H est Corn n3etect Em lo s Ia CompJete this table for all persons requJr to b8 listed. Report con ansattn for the calendar year ending with or within the organtzatjon' tax year. • List eli of the oranizatlon's current office(s, directors, trustees (whether indMdtjajs or orgsnzation, re rins of amount of compensation. Enter -0- in columns (D), (a), arid (F) if no compensaiç was paid. • List all of the organization's Current key employees, if any. See instructiris for definition of 1key employee.' * List the organization's live current highest Compensated employees (other than an offIcer, director, Iwrte. or key employee) who racoived repoltabje compensation (Box S of Forn W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organizalon and any related organlat1ons, • List eli of the organization's lorrner officers, key employees, arid highest compensated employees who recelvd mors than $100,000 of reportable COmpensation from the organizatkn and any related organizations. • List all of the organization's lorrner dlrectc or trustees that received, lii the capacity as a former director or trustee of the organization, more than $t 0,000 of reportle compensatjco from the organizatIon and any related organizations.

List persons In the following order Individual trustees or directors institutional trustees; officers; key employees; highest cornpeas ed employees; and former such persona.

anizatlon compensated any current officer, director, or trustee.

(1) ThAIN ISAAC

• r (dO5t ckn,ett,none hours per j b, unIee peiv,n i both en

week j

O Q/b1J&t

(list any hours for related JIJ ganizatioris below lIrie)

Heportle compensIori

from ' the • -

oganizatk,jv N-2/1099.MlSC)

Repo1ab1e Letlmated compensation amount of from related other

organizations compensation (W-2/1 09 MlSC) from the

organization and related

organizations

U.J 04 0. (2)

2.50 \ .. O1.iD EKB

X 0 4 0. (1) 2.50 '. I BOARD )CSMBER ; x _, 0 C). 4t caxi Morscg 2.50

X -. - 0. 0. 0. (5) s i, CZRX 2 • 50 \ BOARD )tMB!R X — 0. 0. 0. ( 6) sco AXi 1 2 5 0 SERT X X 0. 0. 0. (7) JNIFzR eza 2 . iF BOARD •. X 0. 0. 0. (8) stysj Di 2 .50 BOARD z(EMEEA - _______________ (9) Jxxx y 2.50 0 D KMER - ___________

(10) CYN DELB I O1 2.50 11 ) cHRZsLo s :5: X

(13) GERRY TBI5TLR 2.50 _____-

- - _J _______ ________ (1.4) TANMYVQCX 2.50

________ 2.50 - ____ ___

2.50 -- -H--- -

232007 12-10-12

Form 990(2012) 7 12580121 792756 4271142751l 2012.05020 UNITED WAY OF INDIAN RIVER 42751141

(EJ (F) Reportable Estimated

compenat1on amount of from related other organatione compensation V•2/w9.wisc) from the

organization and eIated

I oi anlzations

(0) Reportable

compensation from the

orgeniaton (W•2/G99-MISC)

0. 0.1 0.

80,799, 0...] 16,672.

UNITED WAY OF,INDIM RIVER C 59-1087090 Pace8

(A) I (R) ( (C)

Name ancj title I Average Position I ldc' nOt C1edc nra Than or 1 hours per box. ij peracn ts bi) an I week otfler4r)C aairecto%,uaTh

I llatany

jJ- I I hours for I related I

I S flI tions l I . below line)

.o0x

I--

(18) LIsA EDIocX BOARD Ea

(19) MICir, W. RIW czo

I

lb Sub-totel .....................................

: :: from conlin onshe to Part VU, Section

P r79i g 2 Total number of lndlvIdua (inckidlng but not ijm,ted to Those ilsted alove) who recomved more than $100,00D of reportable - npertsatjor from the omanaticn

3 DId the organizatIon list any iahner officer, directar\pr trustee, key employee, or highest csmnpen$ateci eniployse on line la? If Yes, piete ScfcJjf Jtpr

4 Fcranylndjvjcjuatlistedon llnea is th sum of repártable r nsadon dothercompeneafion theorn+jon and related organizations reate than $15Q,DpD?f Yes, complete Schedule J for such in MduaJ...................................

5 Did any person listed on lIne lareosivsra nje compensation from any unrelated oranlation or in ualfor '/ioes renderenJto the ornanizatlon? /f" imLt... .d1.Ij'(J11 ........................................................................ I 5 I S.ctlon B. Independent Contractors

I Complete tPt table for your five hIghest compensated Independent contraotors that received more Than $100,000 of compensatIon from th. .....,..4 .-

(Al M... --j

- .............. ' II IP iJL1 tIflCIUOIflQ but n Ii mff t ho Ii

232058 12-10-12 Form 990 (2012)

8 12580121 792756 427511427511 2012.05020 tJNITED WAY OF INDUN RIVER 42751141

C. V

0 4

2.

0 No

x

x

99o oi2) UNITED WAY OF INDIAN RIVER COUNTY, INC. 59-1087090 Pae9 Statement of Revenue

Unrelated Rveriuè xciuded business Irom tax under revenue 513, or 514

. . .. ..4,...

4.'-

.. ../. . .... ... . . 4. .

/

_ -: .4 /

r..

I a Federated campaigns b Membership dues ........................ O Fundralsk,gsvent8 ........................ d Related oganizatloris o Goveiment grants (contributions) f All other contrLutioas, gifts, Qrants, and

similar amounts not Ifloluded above ...... 9 t4en uh ontbtIo nckded In Iiris 1a.1 $

0 2a

f All other program service revenue

52,310.

4 4. -

362,005. - 42,071

.4, - ,

. ' 414 Business Coder.

'?

this Part VIII

.•:. 4. Totalreveu 4. ,. 4.

4. eretea or exempt function

revenue cc

1.. 0

5

3 investment income gnciudlng dMdends, interest, and other similar amo..ints)...................................................

4 Income from iflvsstrnent of taxexempt bond proceeds 3 Royalties ................................................

17,911.

- 4. - I ; '.4

____

Ba Grossrents ________ b Less: rental expenses......... __________ o Rental income or (jose) ...... __________ d Net rental Income or (loss) .........................

7 a Gross amount from sales of Securities assets Other than inventot.' ___________

b Less: cost or other bssls: and sales 8penses .. ...... __________

e Gain or (jos .................... ___________ d Net gain or (loss) ........................................

B a Gross Income from fundraslng event$ (not Including $ 52 , 3iQ. of contributions reported on line ic). See PartIV,llriel8 ....................................... a

b Less: direct expenses.............................. b a Net income or (loss) from fundraising events

9 a Gross income from gaming actMtles. See PartiV,Iinelg ....................................... a

b Less: direct expenses ........................... b o Net income or (joss) froni gaming activities

10 a Gross sales of inventory, loss returns and 2QW5nces ....................................... a

b Less; cost of goods sold ........................ b

-'4. ...-. - . . - .4 . ., .. ... .... ....- . r.4._ c'4. c i. ' . .

.4 4. -

4. / 4

. . /

-378. _________ C 44.

4. -' .. .. - I-

- 6 ......... .. .44.' / "4. 4." / I- < / 4.4

4.

11,247 . r•::'4.'•••-:'- V"4 4. "

4. 4. / 4. '4.( • ' 4 .4

I-

1 6

378... -378.

39,206. 27,959.

;4 1 .

t.

4.: .

-37 8.

V.4.4.- 4.

11,247.

'.4.

If a THANK YOU EVENT - TICK L900099 b SPECIAL EVENT REVENUE 900099 c REFUNDS & REINBURSEMEN 900099 d All other revenue ....................................... .900099 e TotaLAddijnaslla.11rj

2,557.

378.

314. 140..

- '1 t4r4. .), • f 446,484.

557*

378. 314.

140.

3,011,.

4'.

.................. -.. .44.

9 12580121 792756 427511427511 2012.05020 UNITED WAY OF INDI3N RIVER

Form 990(2012)

42751141

12,360. .4

.2,205, 1 45,837.

T33,5o9. 2

3,7T 1.

ygues1on ml (A)

Tote! expenses

1,677,750,

15,636.

- 81,538.

262,431.

(S .

31,00'7.., 057. 11,933.

I

(C . L_J

Program service Management and Fundraielng expenses •. ":'

1,67 7, 75 0 < .,.

15 636 - I s—

r . .. ............ . .

32,693.

7.

9 *

u,19c. 9,1I' 26,541. 4,600. 4,247. 14,906. 3,836. 1 9ö . , ..,' .

S .. . .

'S ' S

s,w.s <'S 4 ' ..

9,043. ____________ 3,395. 5,404. __________ 2,029,.

57. 4,323. 1,275. 3,117. __________ 1,170,

- 10,667. 4,630. 3,554. 1,993,037. 169,053, 215,003,

- 26,565. 35,388. 20,702.

' : '

\,S /X '.sSz

12,438. 7,433. 5,655. 4,287.

18, 85 1j ,377,093i

23,210.

74,701.

~ 4,67 s-;:

12H

25,6354

82,507

24,996. _8,832.

4,441.

tf 5,879.

1,964.

ITED IND RIVER INC. 087090

Check if Schedule 0 sontains a r Dc' not nc1ud amoinis reportod on hues 67i. 7b8&b.dJObefpV I grants and other assistance to governments and

organizetions in the Unocl States. ee Part IV, line 21 2 Grants and other assistance to ir)dMcJuajs in

the United States. See Fart IV, Lne 22 3 Grants and other assistance to governments,

organiatlons, and kdMduale outside the Urilted States. Sea Part IV, brss 15 arid 16

4 ?enefifupaidtoorformemb .................... 6 CompensatIon of current cffioer, directors,

trustees, and key amplayess ........................ 6 CompensatIon net lnckided above, to disqualified

persons as defined under section 4958(f)(1)} and persons dosoribed in section 4958(c)()()

7 Other salaries and wages .............................. 8 Pension pn accruals and OontzibuUons (Include

section 401(k) and 402(h) employer contribetiaa) 9 Other employee benefits ..............................

10 Payroll taxes ................................................ 11 Fees for seMces (non-employees):

a Management .............................................. bLegal ............................................................ s AccountIng ................................................... d Lobbying ...................................................... e Professional fund raing Services, See Part IV, fIne 17 f Investment management fees ........................ g Other. (If line 11gamountexe 10% of line 25,

cOlUl7m(A)arnount, kst lIne h g expenses on Soh 0.) 12 Advertising and promotion ........................... 13 Oflice expenses..................... -1.................... 14 InformatIon technology .................... 15 Floyalties ....................................................

.- 16 Occupancy ..

.- 17 Travel ................................................... 18 Payments of travel or enteriainmenteqn

for any federal, stats, or local public' offlolals 19 Conferences, conventIons, and rnestinge - 20 Interest ...................................................... .- 21 Payments to affiliates .................................... .- 22 Depreciation, depletion, and amoelization ...... 23 Insurance .................................................. 24 0iereanses. Itemize expenses not covered above. (Ust m llaneous expenses in line 24e. tf lIne

24e amountexcds 10% otllne 25, column (A) amount, Nst line 24e expenses on Schedule 0.) ......

a EVENTS! FUND RAISING EX b TFIANj YOU EVENT EXPENSE -

c BANK & CREDIT CARD FEES - d CONMUNITy LEADERS BREAK - e Ailotherexpense.a - -

25 Total functional expenasa. Add llne 1 through 24a -

2 JoIntosts. Complatathls Ikie onlyif t1i organIzatIon reported in column (5) joint costs from a combined educational campaign and fundrailng solicitation, OI1C ht If folkwInn sc as-n noc 558-72o

252010 12.10-12 Pr 990 (2012) 10

1258a121 792756 427511427511 2012.05020 UNITED WAY OF INDIAN RtVER 42751141

L1 096. 158. 68.

8,700. 18.

24

- 31,562.25 40,262. 26

: -' ';- . . • .......

f

..1.1 ....... 1,802,802 27 2,237,094

38,263.. 44,881.

1,747,487. 2,361, 800.

f• <• .... s.. •

4,154,168. Form 990(2012)

)IN RIVER COUNTY rc. 59-4087090 UNITED 1 OF

to any question in the Part X .....

I Cash . non-interest-bearing ........................................................................... .- 2 Savings and temporary cash Investments .................................................... 3 Pledges and grants receivable, net ............................................................... .- 4 Accounts receivable, net .............................................................................. 5 Loans and other receivables from current and former officers, directors,

trustees, key employees, arid highest compensated employees. Complete Part flofSheftIeL ....................................................................................

6 Loans aid other receivables from Other disqualified persons (as defined under section 4958(1)), persons described In section 4958(c) yB), arid contributing employers and sporisorIn organizatIons of section 5D1(c)() voluntary employees' beneficiary organizations ea Insir). Complete Part 11 of 6th L -

7 Notesandloerisreoelvable,net ..................................................................... .- 8 lnventorfefer s or use .............................................................................. .

- n

• .. ...................................................................... . (A) - (B)

asginnirg of year End of year 129,058, 1 - 830,822.

1,623,294., 2 - 959,639. 394,350. s 373,594.

4

• ' . .• ... -.

it . .; .

1'

8

z

U,

l

I

r. 499 ri pjci .penses ana oaren'ea charges ........................................................:........ .4- lOe Land burldrngs and equipment cost orother

basis Complete Part VI of ScheduleD lOa 1, 397,23) b Less:accumulatcddepreofatlon .................. .lOb 382,332 1, O3.9,256.io

11 1rr striients - pubticlytradeds uijties ......................................................... ......'-..723, 605.1 ii 12 Investments •other securities. See Part IV, line 11 13 lnvestmeijs - program-related. See Part IV, line 11 14 Intangible assets ....................................................................................... 15 Otheraets.$eeprlV,ine11 ............................................................... 16 Total assets. Actd lines 1 through 16 frfllJSt equal line 34'r ................. ....... ... 17 Acounta payable and accrued e.xpenses ........................................ 1$ Grants payable ................................................................................... 10 Deferred revenue ...................................................................... .................... 20 Tax-exempt bond liabilitIes ........................................................................... 21 Escrow or custodial account teblllty. Complete Pr1 IV of SchedUle 1) ........... 22 Loans and other payablea td'current arid former officers, directors, trustees,

key employees, highest qômpensated employees, arid dlaquallried persons. Complete Part II of Sch1ule L .............................................................

23 Secured mortgages and notes payable to unr Jated third parties .................. 24 Unsecured notes and loins payable to unrelated third parties ........................ 25 Other liabilities (includIng federal income tax, psyables to related third

parties, and other liabilities nthioluded on lines 17-24), Complete Part X of Schedule l:

26 Total liabilities. Add lInes 17 through 25 Orgunizatlons that follow SFAS 117 (ASO 858), check here ' [Xl and complete lines 27 through 29, and lines 33 end 34.

27 Unrestricted net assets ................................................................................. 26 Temporarily restricted net assets .................................................................. 28 Permanerrtly restricted net assets ...............................................................

Organizations that do not follow SFA$ 117 (ASO 956), check here ' and complete lines 30 1hroui 34.

30 CapItal stock or trust pniticipaf, or current funds ............................................ 31 Paid-In or capital surplus, or land, building, or eJipment fund ........................ 32 Retained earrings, endowment, accumulated income, or other funds ............ 33 Total net assets or fund balances ................................................................

56,421. :'

1 • , • O]:1,90: 800.501.

282011 12-10-12

11 12580121 792756 427511427511 2012.05020 UNITED WAY OF INDT RIVER 42751141

Fcrm99Q2O12) UNITED WAY OF INDIlN RIVER COUNTY, INC. 59-1087090 Pane 12 _______ Reccridlllaflon of Net Assets Check if Sehedi,Ie C) ooritair,s a response to any question in this Part XI

I Total revenue (must equal Part VIl, column (A), line 12) .............................................................................. 2 Total expenses (must equal Part IX, c4uij (, line 25) .............................................................................. 3 Revenue lees exj nses. Subtract line 2 from line 1 .................................................................................... 4 Net assets or fund balances at beginning of year (must equal Part X, lIne 33, column (A)) .............................. 5 Net unrealized gains (losses) ce iiv ments ............................................................................................. 6 Donated seM and use of facilhas 7 Investment e,penses 8 Por pex$od adAustmente ........................................................................................................................... 9 Other chonges In net assets or fund balances (explain in Schedule 0) .........................................................

ID Net assets or fund balanca at end of year. Combine lines 3 through 9 (must equal Part X, line 33,

2,446,484. 2,377,093.

69,391. 4,039,896.

4,109,287,.

El Yes No

tancaJ Statements and Reporting Check If Schedule 0 contains s i,

I Accounting method used to prepare the Form 990: Cash [Xl Accrual EJ Other ___________________ if the organl2atlon changed its method of Sccoiinting from a pilor year or checked Other

s ' expldr in Schedule 0. 2a Wero the organtzalions financial statements compiled or reviewed by an independent accountant?,. ................................... If 'Yes." check a box below to dicate whether the financial statements for the year ra.conip1Ied ipviewed on a separate basis, consolidated basis, or both:

Separate basis [J 0onShdated bases Both corisolid,atéd and Separate basis b Were the organization's financial statements audited by an independent a000untanr?ç .......................f............................

If 'Yes," check a box below to Indicate whether the financial statemeflts.f,r the year w e audited on 4eparats basis, consolidated basis, or both: D Separate basis LX] Consolidated basis Both consdldated and sparate basis

c It "Yes" to line 2a or2b, does the organization have a ccmritteo that assumerspondibiIIty for oversiQht of the audit, review, or compilation of Its financial statements and selection of an independent 'accountant? ............................................. If the organization changed either its oversight processor selection phcicess during tiietwc year, explain in ScheduleD.

Sa As a result of a federal award, was the organization reqsired to undergo an audit or audits as set forth in the Single Audit Actand 0MB CiroulerA-1337 .. .. .................../................................................................................. b if "Yes did the organization undergo the required audit or audits? If the organization did not undergo the required audit

35

Form 990(2012)

252a12 12.10-12

12 12580121 792756 427511427511 2012.05020 UNITED WAY OF INDThN RIVER 42751141

SCHEDULE A 4Form 000 or 990-EZ)

D rf t ofiTr wy InJemt,I Rveiu 8elvQ,

Name of the oganizatian

far

Public Charity Status and Public Support Complete if th or9unizatlon Is a section 501 (c)(3J er7enjzation or section

4547(a)(1} nonexenipt charitable trust. - p.

Attach to lorm 990 or Form 990-EL See separate instruetfons

Employer identific1ion number INc. J 59-1087090 Fp Irttr,

ous No. 1545-X47

2012

UNITED WAY OF INDIAN RIVER COUNTY Status (Au organizations must comolete this

The organization is not a private toundalion because it is: (For ones I through 11, check only one box.) 1 A chur, convantion of churches, or association of churches described in section 170(bfll)(A)(l}. 2 [J A schoc4 described In section 170(bf1 )(A)(Ji). (Attach Schedule E.) 3 A hospital or a cooperative hospital setvk* orgsnizalion described in section 170b)(1(A)0ji). 4 A medical research organization operated In conjunction with a hospital described in section 170(b)(l(AfliU), Enter the hospital's name, city, and state: 5 LJ

BEll 7LJ

Ll1

wEll ii El

e El

f

9

An organization operated for the benefit of a college or university owned or operated by a governmental unit described In section 170{b)(i(A)(i4. (Complete Part II.)

A federal, state, or local gcwernment or governmental unit described in section 1 7O(b)(1)(A)(v). An organatiori that nom -

ielly receives a substaritjaj pert of Its support from a governmental unit or from the genend public described in Section 170(b)(l}(A)(j). (Complete Part II.)

A community tlust described in section 170(bt1XA)(vi}. (Complete Part II.) An organization that normally recewea: (1) more than 33 113% of its support frorncont,1butlor. msrnbarship fees, and gross receipts from actMties related to its exempt functIons - subject to ctain exceptions, and ) nà th - 33, 1/3% of Its support from gross Investment income and unrelated busIness taxable Income (less section 511 tax) from businesses a uired by the organbation after June 80, 1975. See section 509(a)t2). (Complete Part IlL) An organization organized and operated exclusively to test for public afst. See section 509(afl4)) An organization organIzed and operated exclusively for the benejjtd, to perform e functions of9rto carry out the purposes of one or more publicly supported organizations described In section 5Qta)(1)or section 50(a)). See section 0091e)(3). Check the box that describes the type of supporting organIzation and complete lines 1 1e'thjouh. 1.Th. a El Typo I b El Typo II a -Type Ill FunctiorJIy integrated d El Type Ill . Non-functionally lntegrstecl Dy checking this hex, I certify that the organization is not cOntroled directly ày Indirectly by one or more disqualified persons other than foundation managers and other than one or more ubiicly suppdrterl organizatins described In sectIon 509(a)(1) or section 509(a)(2). iftheorganizatk,n raceivedawrlttefl determinatioj from the IRS trat it isaType I, Type II, orype Iii supporting organization, ch t - t, . ............. .............. LII] Since August 17,2006, has the organization acceptedany gift or contribution from any of the follop -ig persons? _________ (1) A person who dlrectlyor indirectly controls, either alone or together with persons described in (ii) arid till) below, Ye 14o

the governing body of the supported organIzatIon'? .11 i) (ii) .........................................................................

1lg(ii (ill) A35% controUedettyofaper%nd bedin (I) or(ll) above? .II iii) Provide the following intonTatIon about th.stipported organizatlon).

(i Name of supported {II) EIN (liii Type of organIzatIon organizatIon (rIecribad on lInes 1-9

above or IRC Section (see insIfliotians))

) Is the oranization(u) Did you notify the i (VI) I& th COL(i) listed !nyourj organization licol. 1 organation1ncol. J(wil)/kmourltofmonetaiy

ovemingdocumerit -? 1 (I) olyoursupporr? (h1 organized In the Suppoit U.S.?

Yes No J Yes J No Yes No

:-

LI-IA For Paperwork Reduction Act Notice, se. the Instructions for Sithedule A(Form 990 or 990-EZ) 20 -12 Fom 990 or 990-EZ.

2221 12-04-12

13 12580121 792756 427511427511 2012,05020 UNITED WAY OF INDIAN RIVER 42751141

_____ _UNITED WAY OF INDIAN RIVER T , INC .59-1087090 Pa :I fljj Support Schedule for Organfzatlons Described In Sections i7O(b)(fl(A)jv} and 170(b)(1)(AJ(vj) (Ccmpets only lfy chscked The box on ls 5, 7, or B of Part I or if Ihe Qrganjzation falFed to qualtfy under Purl It!. !fth oraniaton

faita to qualify under the tests listed below, please complete Part IlL) Section A. Public Support ________ Caenaryear(nrt aJ,aarbegIflnlngifl) (e2O10 _______

1 Gifts, grants, c tributior, end m embership fees received, (Do not inoludany'unusuaIgraj'ts,) ._ 2,255,g15. ,257,529, - 2,366 ,. _ 2 U,,166 2 407 sei, 11 18 229 2 Tax ravenuse levied for the organ izatlon'e benefit and either paid to or expended on its behalf .___________ ___________

3 The value of seivices or facilities furnished by a govemnnient unit to the organization without charge _____________ _____________

4 TOtut.Addllneslthrough3 ......... . 25 O 5: _ _,2 '7 ,- 4. _4O798i 11 MB.229 5 The portion of total contrlbut ns . .. . ...... ." .. .. . . . . :, by each person (other than a .

governmental unit or publcty . Supported Organization) Included .

on line 1 that exceeds 2% of the amount shown on line 11 oolurru _______

365,326 ', , 6 Pub?ic support SU I"ebDmIIrIe4 F / auiu.4 _jL 152 903 Section B. Total Support ________ ______- ________ ________ ________ ________ Calendar year (or fiscal year beginning In) ' (a) 2008 jb) 200!_,. (a) 2010 \ - (d) 2011 - (e) 2012 lO. Totat 7 MlOUntSfroniIpne4 ..................... .2,255,015 2.2!7,52E 2,366,938 2,23O756, - 24079Øj,, 11,515,229, 8 Gross Income from Interest,

dividends, payments received on . . securities loans, rents, royalties . and income from similar sources ,,, _1 31, 7 j 08, 60 7. 58,95.3 24, 014 '17 r 911. , 267, 9 Net income from unrelated busIness activities, whether or riot the .. ' . buness is regularly carried on ____________

'tO Other Income. Do not include gai or toss from ti ale of capital assets(Explaininpartiv,) ... 33,.817j 28249. 29 ,970.1 49,646. 392O6. 171,B88. c '- ,- ?t4.' 11 TotaIsuppoItAddlines7mmughjo <_ ",

12,031,384, 12 Gross receipts from related activities, etc. (see iritrictions) .................................................................... .12 13 Ftrst live years. if the Fomi 990 is for'the organization's first, second, third, fourth, orfth tax year as a section 501(c)(3) orQnization, cherikihis box and op here.

Section 0. Cornputaticin of Public Support Percentage 14 Public support percentage for 2012 lime 6, colurii -

i (f) divided by Ihie '11, column (f)) 14 92 70 % 15 Public support percentage from 2011 ohedule A, Part II, Uric 14 ............................................................... .91 .58 'tba 331/3% support test .- 2D12. If the organization did not check the box on lIne 13, and line 14 is 33 1i3% or mare, check this bx and

stop here. The organization qualifies as a publicly supported organization .......................................................................................... I1X] b 33 1/3% eupport test -2011. If the organization did not check a box on line 13 or isa, and line 15 is 33 1/3% or more, check thIs box

and stap here. The organization qualities as a publicly supported organization 17a 10% -laots-an jroumsn test - 2012. if the organization did not check a box on line 13, '18a, or 16b, and lIne 14 is 10% or more,

and if the organization meets the ufa 'and'ojroumsta es' test, check this box and stop hero, Explain in Part IV how the organization meets the factsand-circumnstances' test. The organization qualifies as a publicly supported organization .............................................

b 10% -tao s-and-circum estest-2011 lftheorgonization did not checice box on line 13, 16e, leb,orlva, and hne iSis '10% or more, and if the organization meets the faots .and .cjrournstar es' test, check this box and slop here. Explain in Part IV how the organization meets the facts and'ciroun ta'ioes' test. The organization qua1ifes as a publicly supported organization ........................

' fl IS Pr ivuta foundation, If the organIzation did not check a box on hne 13, 16a, 16b, 't7a, or 1 7b, check This box and see Instructions Schedule A (Form 990 or9G0-Z) 2012

2a2O 12-04-12


________ - -.-- -.-- .- i. .. uuutj L flDQ Ifl bC'flOfl bU9a(2 (Complete only If you checiced the box on line of Part I or It the organization failed to qualify under Part II. If the organization faJ to qualify under ths(est listed below, please oamplete Pail II.)

Section A. Public Supnort Calenlar year or liscal year beginning Jn)"

1 Gifts, grbts, contibutlona, and membershrp fees receivi. l)o not include afly "unusual grants.")

2 Gross relpts from dme?ois, merchande sold or serv ices per-formed, or facilities furnished in any activity that Is related to the organiZation's ta*exernpi purpose

3 Gro toeip1a from activfties that are not an unrelated trade or bus bees under section 513

4 Tax revenues levied for the organS izatiori's benefrt and either paid to or expended on its behalf

S ThevaIueofsenjc orfadifties furnished by a governmental unit to the organization thout charge

6 ThtaLMd fines 1 through 5 ......... 7a Areounts included on Iloes 1,2, and

3 rece Wed from disquaflfl$ persons b Amounta IaicIee on Iins2 id 3

from otnectl n d quaflhie that exceed the of5,OØO crl% of the arnounton flne 13brthyj

cAddlinØS7fld7b ....................

Section B. Total Support __________ Ca1enr year (or tlgcal year beginning In) P" L._(o) 2008

9 Amour)lsfrofflie5 ..................... _________ lOs oss income from Interest,

dividends, payments received or - securities loans, rents, royaltissi . - and income from sJmireource .. _____________

b Unreiat business taxable income (fsss section 511 taxes) from businsses acquired after June 30, 1975

I {d)2011 I l;) l

CAddilneelOsandlOb ..................._________ II Net inocwrie from unrelated businese

actMtIe not included in line lOb, Whether or not the business is reularty carried on .____________

12 Other income. Do not include gain or loss fron the sale of capital assets (Explain in Part IV.) ............ ._______________________ ___________ _______________________

13 Total uppnrt. iø, ii,an 12,) _______________________________ _______________ - - 14 FIrst lIve years. if the Form 9D is for the organization's first, second, third, fourth, or fifth tax ye as a seotion 501 (c)($) organizatk,n, checkthisboxandstophero

,-.fi1.I,t t' I' .&_.i - - . .. . -

15 PublIc support percentage for 2012 (lIne 8, Olumn (f) divided byline 13, column (t 4& rh.,.,:. - -

D. nt 17 Investment income percentage for 2 iine lQc,coiu (t) dMded by lIne 13 column (t)) 17 % 18 investment income percentage from :2011 Schedule A, Part Ill, line 17 Jia I 19a 331/3% support tests -2012. if the organization dId not check the box on line 14, and line iSis more than 33 113%, and line 17 is not more than 331/3%, check this box and stop here. The organization qualifies as a publicly supported organization .............................. P" b33 1/3% support tests - 2017. if the orgaç,jzation did riot check a box on line 14 or line lga, and line 18 is more than 33 1/3%, arid

fine iSis not more than 33 1/3%, check this box and stop here. The organization qualities as a publicly supported organization ............ [I] box on line 14, 19a.or 19b, check this box and see Instructions

201

12580121 792756 427511427511 2O12o5o2o UNITED WAY OF INDI.N RIVER 42751141

Supplemental Financial Statements (Farm 990) Complete ittheorgenrzation answered "Yes,' to Farm 990,

Part IV, line 6,7,8,9,10, lIe, llb,ilc, 114,11., lIt, 12a, orl2b, Da 1met of the T,ea ey Att h to Form 899. " See separate instructions. is nsI Revenue SoMc

Name of the organizeflon UNITED WAY OF INDIAN RIVEl

F 51 Organizations Majrttaining Donor Advised Funds or organation answered 'Yes' to Form 990, Part JV, line B.

Employer identification number COUNTY, INC. 59-1087090 ther Similar Funds or Accounts. Compiote if the

(a) Donor advised funds (b) Funds and other accounts I Total numberat end of year ............................................. _____________________________________________________________ 2 Aggregate contilbutions to (during year) .........................__________________________________________________________ 3 Aggregate grants from (dulijig year) ...............................___________________________________________________________ 4 Aggregate value at end of year ....................................... ___________________________________________________________ 6 DCI the organization inform all donors and donor advisors in wilting that the assets held in donor advised funds

are the organization's property, subject to the organization's exclusive legal corrirel? . Yes NO S ld the organization inform all grantees, donors, and donor advisors in wilting that grant funds can be used only for charitable purpc'ses and not for the benefit of the donor or donor advisor, or for any other pulpose conferring

' I I i No Conservation Easements. Complete if the organizatIon answered 'Yes' to Farm990, Part IV, line 7. I Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) fl Preserttatlon of ar istoncaIIy important laid area Protection of natured habitat Presert'atiçnot ac iflsd historic siructura El Preservation of open space

2 Complete lines 2a through 2d If the organization held a qualified conserve gnontnbutlri in the form r a conservation easement on the last day of the tax year.

a TotaJ number of conservation easements ...........................................', ........................... b Total acreage reetnr.ted by Oment ...... ............................... C Number of conservation easements on a certified historic structure included li ) ................................... d Number of conservation easements included in (o) aoquird after 8/17/06, and ntqn a hstoiic structure

listed in the National Register .........................................................'........................... ....................... 3 Number of conservation easenlents modified, transfeirëd, released, extinguished, orterrninated by the organization dursig The tax year ________________ 4 Number of states where propertyubJect to conservation iasement le located _____________ 5 Does the organization have a w(ftten policy regarding the periodic monitoring, inspection, handling of

violations, and enforcement othe conservation eaernents it hoAds? El Yes El No 9 Staff and volunteer hours devbted to monitoring, in ecting, and enforcing conservation easements during the year 0' _____________ 7 Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year 0 $ _______________ 8 Does each conservation easemeirt reported on line 2(4 above satisfy the requirements of sectIon 1 70{h)(4XB)W

and section 170(Ii)(4)(B)ti)' .... . ..

9 In Part Xlii, describe how the organ ization reports consewatio easements In its revenue and expense statement, and balance sheet, aid Include, if applicable, the text of the footnote to the organization's linariclal statements that describes the organiZation's accounting for conservation easements,

ttIU< Organizations MaintainIng Colleotions of Art, Htstorieal Treasures or Other Similar Assets Complete if the organization answered 'Yes' to Form 990, Part IV, line 8.

'Ia if the organization elected, as permitted under SFAS 116 (ASC 956), not to report in its revenue statement and balance sheet works of art, historical treasures, or other sircliar assets held for public edIlbition, education, or research In furtherance of public service, provide, in Pat Xiii, the text of the footnote to Its financial statements that describes these items,

b if the organization elected, as permitted under 9FAS 116 (ASO 958), to report in its revenue statement and balance sheet works of art, hisloriesi treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following arnou nte relating to these items: (iJ Revenues included in Form 990, Part VIII, line I .................................................................................... 0 $ Iii) A ts included in Form 99g, p > ...................................................................................................

0 If the organization received or held works of sit, historical treasures, or other sunilar assets for financel gain, provide the following amounts required lobe reported under SFAS 118 (ASC 958) relating to These Items:

a Revenues included In Form 990, Part VIII, dIne 1 .......................................................................................... 0 $ b Assets included in Form 990, Part X .........................................................................................................

0'

LHA For Paperwork Reduction Act Notice, see the I nstI-uctions for Form 990. Schedule 0 (Form 990)2012 252051 1-10-12 20


UNITED WAY OF INDIAN RIVER COl 59-1087090 . .-... , . . ,. . . or juier JmJIarAs$atg(conm, -

3 UsIng the organization's acquIsition, accession, and other rerrc1s, hsck any of the foJlowin Ihat are a slgnlfloarit use of its collection items (check all that apply):

a Publlo sxhibitlon d Loan or exchange programs b Scholarly research e Other C Preservation for future generatIons

4 Provide a description of the organization's collections and sxplakt how they further the organization's exempt purpose In Part XIII. 5 During the year, did the organization solijt or receWe donatione of art, hitorjcal treasures, or other similar assets

SOld tr> raise funds rather than to be maintained as part of the organization's colleotior,? [I]i Escrow and Custodial Arran men Complete If the organization answered 'Yes to Form 990 Part IV line , or reported an amount on Form 990, Part X, lIne 21, 1 Is the organization an agent, ustee, custodian or Other intermediary for contributions or other assets not Included

Of, Form 990, Part X? .......... b if 'Yea, expiab the arrangement in Pert XII? and complete the following table:

Rrr urit c Beginning batance ................................................................................................................................. .Is d Additionsdur!ngtheyear ........................................................................................................................ .

Id a DistributIonsduringtheyj' . .......... _________________________ I Ending balance ....................................................................................................................... ............ .

If 2a Did the organization include an amount on Farm 990, Part X. line 21? ........................•- ...........', .................... fl Yea No bif'Yes,' explain the anangement j Part XIII Check here if the exalanstinn h hr -a1r4d r.?4 VIII r- i if the 'Yes to Farm P90, FartslV. 1me10

., i wu ears oacrc'. a lilies arS back le) Four Ia Beginnlngofysarbalanos ..................... .2,405,in, 2 Oa 699 1 932 B14. _____ b Contributions .......................................... .244,921. " 1,V43, \ 6, 2, _____ o Net irwestrner,t earnings, gains, and losses 222 , 645 - \. 4,486. 419,149 • 197 , 5 5. ______ d Granrtsorscholarehips ........................... ._____________ 153 , 23,835 • - a Other expenditures for facities

andprograms ....................................... .124,296. 46611 f AdministratIveepenses ........................ .______________ 69,961, _____________________ g EndofyearbaIancs .2,,49,o61. - 2!t.Z - - 2,320,262, 2,029.699.

rruvrc neeezimatec percentage of the current year an balance (lin lg, column (a)) held as: a Board designated orquasi'endoinent 74. 29. b Pam'ianent endowment _24. 32 c Temporxiiy restncted endowri'isnt - 1 .3

The percentages in lines 2a, 2b, and 2c should aqua! 100%.

3a Are there endowment funds nó't in the possession of the organization that are held and admInistered for the organation by: (I) unrelated organizations ..............•.

.......................... (UJ related organi fJons ................................................................................................................................................ b If 'Yes to 3a(i, are the related organizations listed as required on Schedule Pt? ................................................................

4 Describe in Parf XIII 1h i -r ,c+..,. . -

No [ X

3b j

See Form 990, Part X, line 10. a) Cost or other (b) Cost or other

basis (investment) basis (other) ___________ - 160,00'

____________ 15,16: 177.61:

Description of property

Ia Land ............................................................

bBuildings ...................................................... a Leasehold improvements .............................. ci Equipment ................................................. eOther .........................................................

(c) Accumulated depreciation

(c Btxk value

160

154

I 1,014,907 Oh0dute D (Form 990} 2012

12-10-12

21 12580121 792756 427511427511 2012.05020 UNITED WAY OF INDLN RIVER 42751141

Schedule D (Form 9O) 2012 UNITED WAY OF INDI.pN RIV] 4VI11 Investments - Other Socunties. 8e Form 990 PartX line 12

(a)DeerlptJon of sscurfty or eIegary (b) Book vslue (1) Frnanclal detjyativ ______________________ (2) Closely-held equity nt ____________________ (3) Other

COUNTY

(c) Method of

0 59-1087090

Cost or &d•of-y market value

I.

- rruuram I (a) Desciiption 01' liwesirnent type

Assets. See Form 9g0, Part he 15..

9U, PartX, Une 13. Book vaIu (a) Method

/

'. •' .. ----

Cøst or end-of-year merkel value - -

(b) Bookvue

Other LiablUtjeg. See Form 90,PartXJ 25. ..,. ... (a) Desorip on of Ilbilrty

) ook vJue . . (1) FederaIInooniet€s _____________ . . (2) 1ENTALHEATHCOLLopTI 21,777 () PAYROLL LIABILITIES 16,486

f T 1uu1 T iii

Tt.TTITTT --- ___________

(10)

-c< 38,263 .... . ....... 2. FIN 48 (ASC 740) Footnote. In Part XIII, provide th text of the footnote to the or0arlization'a Thanci& statements that reports the orgonzation's

Lability tor uncertain tax positions under F1N 48 (ASO 740), Check here If the text of the fratriote has been provided in Part XIII ................ 2O Sahedule D (Farm 900)2012 12.10-12


chedulsp m9o12 UNITED WAY OF INDIAN RIVER COUNTY, INC. 59-1087090 Pane'1 PW Reconciliation of Revenua per Audited Financial Statements With Revenue per Return 1 Totai revenue, Qaios, and Other support per audftej f1ne.n eJ statements ......................................................... 2, 4 87, 894 2 Amounts included on lIne 1 but not on Form 990, Part VII!, re 12: a Net unrealized gns investments .................................................................. _______________________ b Donatedse esanduaeofJlhies .................................................................. . 41,032. H

o Recovetiea of prior year grants ........................................................................... .2c ci Other (Descnbe In Port Xlll.} .............................................................................. .,j 37g. eAdd line 2a throuQh 2d ......................................................................................................... ._________________

3 Subtract line 2e from line i ........................... .__________________ 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 ........................j. 4a b Other(Descdbe in Part XIII.) .............................................................................. L4b I oAddlines4aarid4b ............................................................................................ ......._______________

,, Tøtai revenue. Add lines 3 and 4a. (ThJ pjs equal Fomj 990, p,jt J, 72.1 ________________ Reconciliation of Expense5 per Audited Financial Statements With Expenses pe, __________________

I Total expenses and losses per audited 'financial statements 2 Amounts included on line 1 but not on Form 990, Part IX, lIne 25:

41,410.

T .

2,446,484.

'0. , 2,446,484. Return

1 1 2,418,503.

a Donated sevioes and use of faclNties .................................................................. . 41, o J b PrIory aracijus merits ....................................................................................... .

2b C Other lossee ......................................................................................................._________________________ d Other (Describe f XIII.) .............................................................................. Lid. ., 378.

MCI lInes 2a thmugt 2d . 3 Subtract lIne 2e from line I /. .......................................... 4 Amounts Includeci on Farm 990, Part IX, line 25, but not on ne 1: / '.,

a Investment expenses not Included on Form 990, Part VIII, line 7b . 4u b Other (Describe In Part XHL) ............................................................. ............. .4b C Addfines4aand4b .............................................................................. 0.

377,093.

Fl, lInes 3. 5:esd 9; Part III, lInes learid 4 Part IV, lInes lb and 2b; Part V, lIne 4; Pert Jso complet thIs part to provide any addItional information.

JNDS ARE HELD AND DMINISTEjD BY THE

4c

_41,410. 2,377,093,.

_fnfonriatjon Complete this part to provide the descriptIons required 'for X, line 2; Part Xl, lines 2d arid 4b; anti Part Xii, lines 2d and PART V 1 LINE 4: THE ENDOWMENT

UNITED FOUNDATION OF IND RIVER COUNTY. THE USE OF THE

FUNDS IS TO UN PARTNER AGENCY AND OTHER

COMMUNITY NEEDS AS TERNIN BY UNITED WAY OF INDIAN RIVER COUNTY,

INCLUDING DIRECT SERVICES PROVIDED BY UNITED WAY OF INDIAN RIVER COUN'TY,

EMERGENCY/CRISIS AND SPECIAL PROJECTS GRANTS, DISASTER RELIEF, AND OTHER

UNITED WAY INITIATIVES IN INDIAN RIVER COUNTY.

Sch.dule D (Form 99012012

22O4 121O-15 23

1258Q121 792756 427511427511 2012.05020 UNITED WAY OF INDIAN RIVER 42751141

THER IT HAS ENGAGED IN ACTIVITIES

EXEMPT STATUS WITH THE INTERNAL

THE FOUNDATION MUST EACH DETER.M

WHICH MAY BE SC T TO US

OJForm99U)2012 UNITED WAY OF INDIAN RIVER COUNTY, INC. 59-108709()

PART X, LINE 2: UWIRC AND THE FOUNDATION ARE BOTH NOT-FOR-PROFIT

ORGANIZATIONS EXEMPT FROM INCOME TAXES UNDER SECTION 501(c)(3) OF THE

INTERNAL REVENUE CODE. ALTHOUGH THE UWIRC AND THE FOUNDATION WERE EACH

GRANTED INCOME TAX EXEMPTION BY THE INTERNAL REVENUE SERVICE, SUCH

EXEMPTION DOES NOT APPLY TO "UNRELATED BUSINESS TAXABLE INCOME." SUCH

INCOME, PURSUANT TO THE INTERNAL REVENUE CODE AND RELATED REGULATIONS,

INCLUDES INVESTMENT INCOME,. UWIRC AND THE FOUNDATION HAVE BOTH BEEN

CLASSIFIED AS NOT A PRIVATE FOUNDATION. UNITED WA'I SINCO11E TAX FIL

ARE SUBJECT TO AUDIT BY VARIOUS TAXING AU IES.\IN WITH

FOUNDATI

KJP*RDIZE

1 . FUR

THER 'IT HAS

UNCERTAINTY IN INCOME TAXES," UWIRC AND

CCOUNTING FOR

' MUST EACH CONSID

TB CURRENT TAX

ERMORE, UWIRC AND

UNRELATED BUSINES

ACCOUNTING STANDARDS CODIFICATION "ASC") TOP± 7 •40

STATE INCOME TAXES. UWIRC

AND THE FOUNDATION EACH ANALYZES ITS'FILIN'G POSITIONS IN TEE FEDERAL AND

STATE JURISDICTIOIS WHERE IT \ IS REQUIRED TO FILE INCOME TAX RETURNS THE

ION WAS PERORNED FOR PHE YEARS 2010 - 2013, THE YEARS WHICH REMAIN

SUBJECT TO EXAMINATION BY 'MAJOR TAX JURISDICTION AS OF JUNE 30, 2013.

IJWIRC AND THE FOUNDATION ALSO TREAT INTEREST AND PENALTIES ATTRIBUTABLE TO

INCOME TAXES, AND REFLECT ANY CHARGES FOR SUCH, TO THE EXTENT THEY ARISE,

ASA COMPONENT OF THEIR MANAGEMENT AN]) GENERAL EXPENSEs. THE CONTINUED

APPLICATION OF ABC TOPIC 740 HAS HAD NO SIGNIFICANT IMPACT ON UNITED WAY'S

CONSOLIDATED FINANCIAL STATEMENTS,

PART XI, LINE 21) - OTHER ADJUSTMENTS;

LOSS ON RETIREMENT OF ASSETS 378.

232O5 12-1 E-12 &hedule D (Fomi 990) 2012

24 12580121 792756 427511427511 2012.05020 UNITED WAY OF INDIAN RIVER 42751143.

UNITED WAY OF IND N RIVER COUNTY, INC. 59.-1087090

PART XII, LINE 2D - OTHER ADJUST1kIENTS:

LOSS ON RETIREMENT OF ASSETS 378.

2320S5 &chedui D (Form 990)2012 1 .1Q.12


SCHEDULE G Supplemental Information Regarding (Fonn99Ooreso-s Fundraising or Gaming Activities CoiIete if The organization answered 9'e& to Form 990, Part IV, lines 17,18, or 19, f the IeUU J or the organ t entered more than $1 5,ODO on Form 990-EZ, Ilno Se. lnten1 Hevenue

Attsch tn nrrn SOfl i..- C.- I% 7 -

Name of the organ iz5tiori

0MB No 1545-O)4

2012 - tmployer Identification number

UNITED WAY OF INDIAN RIVER COUNTY, INC. 59-1087090 FuncIraf g Activitieg. Coniplete if ih organization answered Yes' to Form 900, Part IV, line 17. Form 990 Z filers are not

the organ izatlon d nde 1h h any ot the Ch I that a [II] Mail solIcitations a El Solicitation of flongovernment grants b El Internet and erniI solicitations f El Solidtat?ori of government grants c El Phone soliitetions g El Spools! fundmising events d El In•person sollcitatIns

2 a Did the organization have a writterf or oral agreement with any individual (including officers, crectors, trustees or key employees listed In Farm 990, Part VII) or entity In connection with professional fundralsing services? El v. D No b if 'Yes,' list the ten highest paid individuals or entities (fundraisers) pvrsuent to agreements under which the fundraser is to be compensated at least $5,000 by the oiganizatigji.

(I) Name and addrees of individual J (iii Activity or entity fundraiser) bd

(iv) Gross fun e he'ectod from ai Ofltlb ne?

J Ju

/

K --- - ____

(vj Amount paid to (or retained by (vi) Amount paid

f&Jfldraiaer to (or retained b

hsted in ccl, (i) organfzatlon

'___ 3 List all states In whioh the organlzatk,r, is registered or Iloensed to solicit contributions or hes been notified It is exempt from registratIon or censing.

LHA Paperwork Reducti Act Notico see the instructions for Form 990 or990-Z. Stheduia U (form 990 or O-EZ) 2012 252051 01-07-15


&hedi!e Form 9aor9OEzJ2o12 UNITED WAY OF INDIAN RIVER COUNTY, INC. 59-1087090 . Pa FundrajsIn Events. Oonprete if th orgeniatjon aswerj Yesto Form 9Q, Part IV, line 18, or reported niorathari $15000 cffundrsing event contrIbutj and gra Income on Form 990Z, lines 1 and Gb. List events with rosa receipts proater than $S,000.

1 Grossrec&p(s .......................................... .25,092. 1 41,048. 25,376. 91,516.

2 Lesa: Contrlbijtior,s .................................. 1 8. 750. 33,560. _______________ 52,310.

- 7,488. 25,376. 39,2

6 Rant/facIlity coats .________________

7 Food and beverages ...............................____________ - ____________ -

8 Entertalnimen .., 9 Oherdirectexpenses .............................. .12,676 .15,O54. 22 27,95 10 DIrect expense summary. Add lines 4 through 9 In column (d) ........../ .... ......................................... . .27, 11 Netlromesumrnay.con1bell ,corumn(d,andllneiO...........- 11,247, Gaming_Complete rf the oganatlon answered _Yes__to For?i 99Q_Pt 1V_link 19_or reported more than - ______________ $15,000 onFonn9QO-, JIne Ge. . N,.. ________________ _________________

Other td) Total 3F11iñ (add L__' bi9go/ptonespje bingo ' ccl.(a) Througheel,(o)) I ______ /

'.. - - - 1 Grossrevenue ________________________________________

2 Cash prizes .............................................. .________________

3 Noncash pnzes ..................................... .________________ Ct' ________ ________ ________ ________

4 Rent/facility costa ........................ .________________

5 Other direct expenses ..................n Yes ______ % ______ Yes______ F 6 Volunteer lat.,r ....................................... j No EJNO -

No

7 Direct expense summary. MCI ilnes 2 through 5 in column (c ........................................................................ ..______________

- !_ Net camine_incomesummery._Combine line 1, columnd, and line y _______________________________________________________________

O Enti the state(s) In WtMCh the organIzation operates gamIng actMtias: Is the organization licensed to operate gwning aotMties in e h of these states? ............................................................ .Yes fl No b If No.' explain:

tOe Were any of the argan1zatlons gaminglicensesrevoked, suspended or terminated during the tax year? ___________________________ _ Yes [I]i b If Y, explain:

232052 01-07-13 Schedulø G (Fomi 990 or 990-EZ) 2012


$chedu1aG 99oor9gg.)2Q1 TJNITED WAY OF INDI RIVER COUNTY, INC 59- 11 DeetJ üi izatjor operate gaming a Mtire th n mer ? . 12 Is the organiiatlon a grantor, beneliclary ortnistee of a twst era member of a partnership or other entity formed

to administer charitable gaming? . ... 13 Indicate the percentage of gamln activity operated in:

aThe o i tion's facilfty ............................................................................................................................................. I) An Outside faclJity ......................................................

14 Enter The name arid address of the person who prepares the organat ion's gaming/spec Ia! events books and records:

Mama '

087090 Pacpe3 LJv.s LIiNa

fl Ve fl Me

L13e 113b %

A&ess

15a Does the organization have a oontrejt with a third party from whom the o nkatiori receives gaming revenue? . Yes fl No

b If °Yes, enter the anlount of gaming revenue received by the organization ' $ ______ of gaming revenue retained by the third party $______________

c If 'Yes,' enter nwneancj address of the third party:

Name'

Address ø _______

18 Gan,ing manager informatIon:

I

and the amount

Name J

Gaming nian or coalpensajion $

Description of sexy ices provided '

Director/officer Employee 1 independent Imotor 17 Mandatory distributions: ;

a Is The organization required under State law to make haritable distitulions from the gaming proceeds to itaJn the State gaming license ..................................................................................................................................... .

Yes fl No b Enter The amount of distributions'requfred under stéte law to be distributed to other exempt organizal ions or spent in the , anizatlon's own exempt aotMtiesurjg the tax year $

Supplemental Information. Complete this part to provide the explanations required by Part I, line 2b, columns (iI and (v), and Part iii, Nnes 9, b, lOb, 1 5b 1 &, 16, and 1 ?b, as applicable. Also complete This pert to provide any additional infermati (see instructions).

2a2Q O1-m-la

12580121 792756 427511427511

SchekxIe 0 (Form 990 or 990-EZ) 2(112 28

2012.05020 UNITED WAY OF INDI RIVER 42751141

4)

I I

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UNITED WAY OF INDIAN on

IVER COUNTY [NC 59-1087090

NO PERSON RECEIVES MORE THAN $500 PER FISCAL YEAR AND THE MONEY IS PAID

DIRECTLY TO UTILITY COMPANIES, RENTAL/REAL ESTATE, ETC, IN THE NAME OF

THE EMPLOYEE.

-

I)

23221 Sohedule I (Form 990) OO1-12


Yes No r-..

, .. ,. "

aau X

1 X

Noncash Contnbutjons ' Complete if the or nizat1ons answered "Yes' on Form

99D Part iV lines 29 or 30.

UNITED WAY OF INDIAN RIVER COUNTY f INC.

SCHEDULE M (Form 990)

Depeti,ent f the Tietjry Internal Revenue SeMoe

of the organation

OMBI. 1546.0047

2012 er identification number

59-1087090

Check if I Number of applicable J contributions or

(C) (ci) Noncash contribution Method of determining amounts reported Ofl noncash contribution amounts flnn I,__L

1 2 3 4

S 0 7 8 9

ID •11

12 13

Art Works of f ....................................... M Historical treasures ........................... Art FraotiorJ interests .............................. Books arid publications .............................. Ciotithig and household goods .................. Cars and other vehles .............................. .-Boats and planes ..................................... Intellectual property

Securities . Publk4y traded ........................ Securities - Closely held stock..................... Securities - Psrinership, LLC, or tflJst interests .......................................... Securities- Miscellaneous ........................ Qualified oonsevation contribution - Historic structures

Qualified conservation contribution Other. -. Real estate - Residential Real staf - Commercial ........................... Real estate- Other .................................... Coliectibies ................................................ Food invantoiy .......................................... Drugs arid medical supplies ............. ...... Taxidermy ................................. Historical artifacts ................................... Scientific specimens ................................ Archeological artifacts ........................... Other (__-, Other ..._, ) ./ Other ( .._. ) ,

42,0yL. -

—NY

14 15 16 17 18 19 20 21 22 23 24 25 26 2?

29 Number of Forms 8283 received by the organization during the tax yearfoj- contributions for which the organ ation completed Farm 8283, Pert IV, Donee Ackn.owledgement

3Da During the year, did the organization receive by contrllxstion any pnpeity reported in Part I, lines 128 That ft must hold for at least three yeas froin the date of the initial contribution, and which is not required to be used for exeeipt purposes for the entire holding perioj? ................... b if Yes, dascribe the arrangement In Part IL

31 Does the organization have a gift acceptance policy that requires the review of any nOn-standard contributions? 32a Does Ihe organization hire or use third parties or related o'gantzatioris to solicit, process, or sell rioncaah COntributions? .......................

b If iyes, describe Part II. 83 if the organization did not report an amount In colunin (c)foratypeof propertyforwhIc column (a) checked, C)....4 Ii

LHA For Paperwork Reduction Act Notice, se the lnstruciion for Form 990. Scheduie M (Forni 890) (2012)

2141 12-20-12

35 12580121 792756 4275U427511 2012.05020 UNITED WAY OF INDIAN RIVER 42751141

duleM n9OQ12) UNITED WAY OF INDIAN RIVER COUNTY INC.. 59-1087090 Faqe2 Suppjementaj Informatlon Complete this part to provkle the information required by Part I, lines 30b, 32b, and 33, and whether the organiatlon is reporting In Part 1, column b), the nuni r of contdbutjons, the number of items received, or a combination of both. Also complete this part for any adtlonal informatIon.

I ' I

I

32142 12-2o-t2 6heduJe M (Form 99D (2Q12)


Name of the organization UNI TED OF IND

SCHEDULE 0 i

ppIemen information to Form 990 or 990-EZ (Form 990 or 9D-EZ)

Complete to provide informetion tar responses 10 ep.clflc questions on Form 990 or 900-EZ or to provide aiiy udditlonal Information, oprfrrent of tS Tre vry b

Attoch to Form 990 or 9O-EZ Intni veiue OeMo

Employer identification number INC. 59-1087090

FORM 990, PART I, LINE I, DESCRIPTION OF ORGANIZATION MISSION:

VISION; TO PROACTIVELy BUILD A STRONG, HEALTHY .AND CARING COMMUNITY.

WE SUPPORT 42 PROGRAMS AT 32 LOCAL HEALTH & HUMAN SERVICE AGENCIES.

FORM 990, PART VI, SECTION A LINE 4; SEE ATTACHED

FORM 990, PART VI, SECTION B, LINE 11; FULL REVIE YFINANCE COMMITTEE

WHO REPORTS TO THE BOARD THE FINDINGS.

FORM 990, PART VI, SECTION Br LIKE I2C;:ALL QF°

ICERS, )IRECTORS, TRtJSTEES,

AND KEY VOLUNTEERS ANNUALLY SIGN A CODE 'F ETH±CS AND DISCLOSE

CONFLICTS/POTENTIAL CONFLICTS AS ARISE.' SAID CONFLICTS AND POTENTIAL

CONFLICTS SHOULD BE DISCLOSED ZN WRITING.

FORM 990, PART VI,/SECTION B, LINE 15; AN ANNUAL REVIEW IS CONDUCTED 1W

THE IMMEDIATE P

CHAIRMAN AND CHAIRMA&_ELECT WHICH INCLUDES; 1) A SELF EVALUATION NARRATIVE

THAT SPEAKS TO SPECIFIC GOALS THAT WERE ESTABLISHED AT THE BEGINNING OF

EACH YEAR; 2) RESPONSES FROM AN ANONYMOUS STAFF EVALUATION (EACH PERSON

FAXES THEIR EVALUATION AND COMMENTS TO THE CURRENT CHAIRMAN); 3) AN

EVALUATION FORM EXECUTED BY THE REVIEWERS; 4) A STJMMARy SECTION AND

DISCUSSION OF FUTURE GOALS. COMPARABLE COMPENSATION DATA CONES FROM THE

EXECUTIVE COMPENSATION SURVEY PROVIDED BY UNITED WAY WORLDWIDE, THIS

SURVEY, USUALLY INCLUDES DATA FROM SEVERAL HUNDRED LOCAL UNITED WAYS, IS

COMPLETED EVERY TWO TO THREE YEARS. THE FINAL WRITTEN EVALUATION AND

SALARY RECOMMENDATION ARE PRESEN1IED TO THE EXECUTIVE COMMITTEE FOR LHA For Paperwork Reduction Act Notice, see the lrist,uotions for Farm 990 or 990-EL Schedule 0 (Form 900 or 990-EZ) (2012 232211 01.04-13


20

Nane of the organization TED YOF INDIAN RIVER C'

I Employer idenlihcalion nur INC. I 59-1087090

APPROVAL.

PART VI, SECTION C, LINE 19: THE ORGANIZATION MAIcES ITS

GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATE1ENTS

AVAILABLE TO THE PUBLIC UPON REQUEST.

Schecàile 0 (Farm 090 or 99O-E2 (201 38


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Schedufe Formggo)oj UNITED WAY OF INDIAN RIVER COUNTY, INC. 59-1087090 8uppiementa information

additional irifom,ation for respsnsas to cuestion on Schedtjle H (see instructions),

232165 12-10-12 SchøduI R (Fomp 990) 2012 43


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