United Way Of Marion Co Inc
- Assets
- $5.7m
- Revenue
- $2.0m
- Investments
- $0.0
- Employees
- 18
- Location
- Ocala, FL
- Founding
- 10/1964
- Data as of
- 06/2020
- EIN
- 59-0946642
Organization Overview
United Way Of Marion Co Inc is located in Ocala, FL. The organization was established in 1964. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2020, United Way Of Marion Co Inc employed 18 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of Marion Co Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2020, United Way Of Marion Co Inc generated $2.0m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 1.4% each year. All expenses for the organization totaled $2.7m during the year ending 06/2020. While expenses have increased by 4.5% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, United Way Of Marion Co Inc has awarded 202 individual grants totaling $9,427,380. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2020
Describe the Organization's Mission:
Part 3 - Line 1
THE MISSION STATEMENT IS "UNITING LOCAL RESOURCES TO HELP OUR NEIGHBORS". UNITED WAY OF MARION COUNTY IS FOCUSED ON EDUCATION, INCOME AND HEALTH - THE BUILDING BLOCKS OF LIFE. UNITED WAY WILL ACHIEVE THE GOALS, STRATEGIES AND OBJECTIVES SET FOR THE THREE FOCUS AREAS BY ENGAGING THE COMMUNITY TO GIVE, ADVOCATE AND VOLUNTEER.
Describe the Organization's Program Activity:
Part 3 - Line 4a
UNITED WAY OF MARION COUNTY FOCUSES ON THE AREAS OF EDUCATION, INCOME AND HEALTH. IN 2019-2020, INVESTMENTS WERE MADE TO FUND 27 PROGRAMS AT 21 DIFFERENT AGENCIES. OUR PARTNERSHIP CONTINUES WITH THE HEART OF FLORIDA UNITED WAY IN PROVIDING OUR COMMUNITY THE 24-HOUR INFORMATION AND REFERRAL SERVICE: 2-1-1. LAST YEAR, THIS PROGRAM RECEIVED MORE THAN 25,000 CALLS FOR ASSISTANCE. WE ALSO CONTINUE TO PARTNER WITH THE EARLY LEARNING COALITION IN OUR SUCCESS BY 6 PROGRAM FOCUSED ON EDUCATING PARENTS THAT THEY ARE THEIR CHILD'S FIRST TEACHER. WE COMPLETED EIGHT YEARS OF OUR EARLY LITERACY PROGRAM, READINGPALS, THAT ACTIVELY RECRUITED AND ENGAGED 227 VOLUNTEERS TO HELP KINDERGARTEN STUDENTS WITH READING SKILLS WITHIN THE SCHOOL SYSTEM'S ACADEMY PROGRAM. FINANCIAL STABILITY EFFORTS CONTINUE THROUGH OUR OFFERING OF FREE INCOME TAX PREPARATION BY CERTIFIED IRS VOLUNTEERS. THIS PAST YEAR INCLUDED FIVE PERMANENT SITES, WHERE 1,944 TAX RETURNS WERE PROCESSED FREE OF CHARGE TO MARION COUNTY RESIDENTS.
THERE ARE COSTS ASSOCIATED WITH EDUCATING UNITED WAY'S DONORS AND THE COMMUNITY ABOUT HUMAN SERVICE NEEDS AND THE WORK BEING ACCOMPLISHED BY UNITED WAY SUPPORTED AGENCIES ADDRESSING THOSE NEEDS. COSTS CHARGED TO THIS FUNCTION ARE THOSE NOT DIRECTLY ASSOCIATED WITH ANY SOLICITATION OF A CONTRIBUTION.
UNITED WAY OF MARION COUNTY FOCUSES ON THE AREAS OF EDUCATION, INCOME AND HEALTH. IN 2019-2020, INVESTMENTS WERE MADE TO FUND 27 PROGRAMS AT 21 DIFFERENT AGENCIES. OUR PARTNERSHIP CONTINUES WITH THE HEART OF FLORIDA UNITED WAY IN PROVIDING OUR COMMUNITY THE 24-HOUR INFORMATION AND REFERRAL SERVICE: 2-1-1. LAST YEAR, THIS PROGRAM RECEIVED MORE THAN 25,000 CALLS FOR ASSISTANCE. WE ALSO CONTINUE TO PARTNER WITH THE EARLY LEARNING COALITION IN OUR SUCCESS BY 6 PROGRAM FOCUSED ON EDUCATING PARENTS THAT THEY ARE THEIR CHILD'S FIRST TEACHER. WE COMPLETED EIGHT YEARS OF OUR EARLY LITERACY PROGRAM, READINGPALS, THAT ACTIVELY RECRUITED AND ENGAGED 227 VOLUNTEERS TO HELP KINDERGARTEN STUDENTS WITH READING SKILLS WITHIN THE SCHOOL SYSTEM'S ACADEMY PROGRAM. FINANCIAL STABILITY EFFORTS CONTINUE THROUGH OUR OFFERING OF FREE INCOME TAX PREPARATION BY CERTIFIED IRS VOLUNTEERS. THIS PAST YEAR INCLUDED FIVE PERMANENT SITES, WHERE 1,944 TAX RETURNS WERE PROCESSED FREE OF CHARGE TO MARION COUNTY RESIDENTS.
THERE ARE COSTS ASSOCIATED WITH EDUCATING UNITED WAY'S DONORS AND THE COMMUNITY ABOUT HUMAN SERVICE NEEDS AND THE WORK BEING ACCOMPLISHED BY UNITED WAY SUPPORTED AGENCIES ADDRESSING THOSE NEEDS. COSTS CHARGED TO THIS FUNCTION ARE THOSE NOT DIRECTLY ASSOCIATED WITH ANY SOLICITATION OF A CONTRIBUTION.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Erin Buss Past Chair | OfficerTrustee | 2 | $0 |
Rusty Branson Treasurer | OfficerTrustee | 2 | $0 |
William Paul Jr Chairman Of | OfficerTrustee | 2 | $0 |
Steven Lee Vc Administr | OfficerTrustee | 2 | $0 |
John Zobler Vc Strategic | OfficerTrustee | 2 | $0 |
Michelle Stone Chairman Ele | OfficerTrustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,812,095 |
| Investment income | $110,646 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $7,624 |
| Net Income from Fundraising Events | $106,166 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,036,831 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $152,202 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $414,462 |
| Pension plan accruals and contributions | $17,403 |
| Other employee benefits | $65,078 |
| Payroll taxes | $42,709 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $18,575 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $24,459 |
| Fees for services: Other | $32,320 |
| Advertising and promotion | $0 |
| Office expenses | $54,761 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $37,869 |
| Travel | $11,579 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $185,923 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $15,184 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $2,657,820 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $657,566 |
| Pledges and grants receivable | $682,811 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $1,000 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $79,198 |
| Investments—publicly traded securities | $3,963,602 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $3,015 |
| Total assets | $5,684,552 |
| Accounts payable and accrued expenses | $74,784 |
| Grants payable | $0 |
| Deferred revenue | $9,864 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $310,715 |
| Total liabilities | $395,363 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total liabilities and net assets/fund balances | $5,289,189 |
Grants Awarded
Over the last fiscal year, United Way Of Marion Co Inc has awarded $2,985,358 in support to 76 organizations.
| Grant Recipient | Amount |
|---|---|
Ocala, FL PURPOSE: GENERAL SUPPORT | $146,360 |
Ocala, FL PURPOSE: GENERAL SUPPORT | $146,360 |
Ocala, FL PURPOSE: COVID-19 EMERGENCY S | $119,395 |
Ocala, FL PURPOSE: COVID-19 EMERGENCY S | $119,395 |
Ocala, FL PURPOSE: SHELTER | $113,509 |
Ocala, FL PURPOSE: SHELTER | $113,509 |
Grants Recieved
Over the last fiscal year, we have identified 22 grants that United Way Of Marion Co Inc has recieved totaling $322,963.
| Awarding Organization | Amount |
|---|---|
The Blackbaud Giving Fund Charleston, SC PURPOSE: GENERAL SUPPORT | $74,511 |
The Blackbaud Giving Fund Charleston, SC PURPOSE: GENERAL SUPPORT | $74,511 |
The Community Foundation For Ocala Marion County Inc Ocala, FL PURPOSE: TO SUPPORT THE ORGANIZATION'S MISSION | $59,000 |
Americas Charities Chantilly, VA PURPOSE: GENERAL SUPPORT | $49,266 |
Charities Aid Foundation America Alexandria, VA PURPOSE: CHARITABLE DONATION | $13,246 |
Sumter Electric Cooperative Inc Sumterville, FL PURPOSE: SEE SCH. I, PART IV | $11,250 |
Endowment Analysis
| Beg. Balance | $3,223,815 |
| Earnings | $93,432 |
| Admin Expense | $48,600 |
| Net Contributions | $5,090 |
| Grants | $148,124 |
| Ending Balance | $3,125,613 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
United Jewish Community Of Broward County Inc Davie, FL | $191,632,658 | $32,289,120 |
Jewish Federation Of South Palm Beach County Inc Boca Raton, FL | $220,329,393 | $31,215,392 |
United Way Of Lee County Inc Fort Myers, FL | $10,857,756 | $16,905,483 |
United Way Of Palm Beach County Inc West Palm Beach, FL | $24,619,192 | $14,282,959 |
United Way Of Brevard County Inc Rockledge, FL | $8,481,850 | $14,549,542 |
Ocean Reef Foundation Inc Key Largo, FL | $43,415,311 | $11,490,995 |
United Way Of Central Florida Inc Highland City, FL | $26,696,940 | $9,902,693 |
United Way Of The Coastal Empire Inc Savannah, GA | $26,438,024 | $9,161,083 |
United Way Of The Central Savannah River Area Inc Augusta, GA | $2,548,465 | $8,329,042 |
United Way Of The Chattahoochee Valley Inc Columbus, GA | $12,467,806 | $8,956,958 |
Town Of Palm Beach United Way Inc Palm Beach, FL | $16,686,552 | $8,087,830 |
The Jewish Federation Of Sarasota-Manatee Inc Sarasota, FL | $47,399,713 | $7,687,191 |