Form 990, Return ofOrganization ExemptFromIncomeTax …990s.foundationcenter.org/990_pdf_archive/590/590836384/590836384...484602/05/2008 4 48 PM Form 990, Departmentc, the Treasur

4846 02/05/2008 4 48 PM

Form 990 ,Department c, the Treasur

A For the 2006 cal i

B Check if applicable

q Address change

q Name change

q Initial return

q Final return

Return of Organization Exempt From Income Tax OMB No 1!Under section 501(c), 527, or 4947(a() 1 of the Internal Revenue Code (except black lung

benefi trust or private foundation)► The oraanization may have to use a coov of this return to satisfv state reoortma requirements 0 to public

Please C Name of organization D Employer identification numberuse IRS 59-0836384label orprint or UNITED WAY OF BREVARD COUNTY INC . E Telephone number

type. Number and street (or P 0 box if mail is not delivered to street address) Room/suite 321-631-2740See

Specific937 D I XON BLVD F Accounting method: Cash

Instruc- City or town, state or country, and ZIP + 4 0 Accrual q Other (specify)

q Amended return I tions . I COCOA FL 3292.

q Application pending • Section 501 (c)(3) organizations and 4947 (a)(1) nonexempt charitabletrusts must attach a completed Schedule A (Form 990 or 990-EZ).

G Website : ► WWW.UWBREVARD.ORG

J Organization type

(check only one) ► IXI 501(c) if 3 ) 4(insert no) F] 4947(a)(1) or F1 527

K Check here ► q if the organization is not a 509(a)(3) supporting organization and its gross

receipts are normally not more than $25,000 A return is not required, but if the organization chooses

►H and are not applicable to section 527 organizations I

H(a) Is this a group return for affiliates? q Yes 0 No

H(b) If "Yes ," enter number of affiliates ►

H(C) Are all affiliates included? q Yes q No

(if 'No,* attach a list See instructions )

H(d) Is this a separate return filed by an

to file a return , be sure to file a complete return I Group Exemption Number Do'

M Check ► if the organization is not required

L Gross receipts Add lines 6b, 8b , 9b, and 10b to line 12 ► 8 , 528 , 51 1 to attach Sch B (Form 990 , 990-EZ , or 990-PF )

Yarn 1 Kevenue Cx enses ana Gnan es in net Assets or rune tsaiances .lee ine insiruc ions.

I Contributions , gifts, grants , and similar amounts received

a Contributions to donor advised funds 1a

b Direct public support ( not included on line 1a ) lb 5 , 511 , 134c. Indirect public support (not included on line 1a ) 1c 1 17 , 087d G_ included on line 1a) 1,1 1 '185 , 836e T I (adRThI d (cash $ 7,538, 7 4 0 noncash $ 7 7 5, 317 ) ie 8 , 314 , 0572 Pr gr e ue inc udin ernment fees and contracts (from Part VII, line 93) 2 54 , 9563 M rstlFp wsgna rme t 3

9t'N4 savingsandtempura investmentsInt on 4 70 , 552

5 Di de dq w4 5

6a 6aGr ss reOGDEN

b

,

Le{

6b

c Net rental income -or (Io85 )-' Subtract line 6b from line 6a Sc

7 Other investment income (descnb* 7

8a Gross amount from sales of assets other (A) Securities (B) Other

than inventory 34 , 195 Bab Less cost or other basis and sales expenses 34 , 548 8b 1 , 518c Gain or ( loss) (attach schedule ) -353 8c -1 518d Net gain or ( loss) Combine line 8c, columns (A) and (B) SEE STMT 1 SEE STMT 2 8d -1 , 871

9 Special events and activities (attach schedule ) If any amount is from gaming , check herb q

a Gross revenue ( not including $ of

contributions reported on line 1 b ) 9a 21 , 5 3 5b Less direct expenses other than fundraising expenses 9b 21 , 879 .

c Net income or (loss ) from special events Subtract line 9b from line 9a 9c -344

2 10a Gross sales of inventory , less returns and allowances 10a

v b Less cost of goods sold 10b

c Gross profit or (loss ) from sales of inventory ( attach schedule ) Subtract line 10b from line 10a 10c

11 Other revenue (from Part VII , line 103) 11 33 , 21612 Total revenue . Add lines 1e 2, 3, 4, 5 , 6c, 7, 8d , 9c, 10c and 11 12 8 , 470 , 56613 Program services (from line 44 , column (B)) 13 7 , 047 , 408

14 Management and general (from line 44, column (C)) 14 208 , 741

15 Fundraising (from line 44, column (D)) 15 634 , 93816 Payments to affiliates (attach schedule ) SEE STATEMENT 3 16 55 , 56317 Total expenses . Add lines 16 and 44 , column (A) 17 7 , 9 46 , 65018 Excess or (deficit ) for the year Subtract line 17 from line 12 18 523 , 916

X 19 Net assets or fund balances at beginning of year (from line 73 , column (A)) 19 3 , 571 , 969Q

20 Other changes in net assets or fund balances (attach explanation ) SEE STATEMENT 4 20 -207 920Z 21 Net assets or fund balances at end of year Combine lines 18 , 19 , and 20 21 3 8 8 7 965

CCC

f

For Privac Act and Paperwork Reduction Act Notice , see the separate Form 990 (2006)2instructions.DAA

4846 02/05/2008 4 48 PM

Form990(2006), UNITED WAY OF BREVARD COUNTY INC. 59-0836384 PagetPart 11 Statement of All organizations must complete column (A) Columns (B), (C), and (D) are required for section 501(c)(3) and (4)

Functional Expenses organizations and section 4947(a)(1) nonexempt charitable trusts but optional for others (See the instructions )

Do not include amounts reported on line (B) Program (C) Management

6b , 8b , 9b , 10b or 16 of Part I.(A) Total services and general ( D) Fundraising

22aGrants paid from donor advised funds (attach schedule)non-

(cash $ cash S )

If this amount includes foreign grants , check here ► 22a

22bOther grants and allocations (attach schedule) STMT 5

(cash $ 5, 556, 972 caash $If this amount includes foreign grants , check here ► 22b 5 , 55 6 , 972 5 , 55 6 972

23 Specific assistance to individuals (attach

schedule) 23

24 Benefits paid to or for members (attach

schedule) 24

25a Compensation of current officers , directors,

key employees , etc listed in Part V-A (attach

schedule ) SEE STATEMENT 6 25a 263 , 180 113 167 42 , 109 107 F 904b Compensation of former officers , directors,

key employees , etc listed in Part V-B (attach

schedule) 25b

c Compensation and other distributions , not included above, to

disqualified persons (as defined under section 4958 (0(1)) and

persons described in section 4958 (c)(3)(B) (attach schedule) 25c

26 Salaries and wages of employees not included

on lines25a , b,andc 26 1 , 058 , 189 767 , 047 67 , 027 224 , 11527 Pension plan contributions not included on

lines25a , b,andc 27 105 , 643 7-2 , 195 8 , 083 25 , 36528 Employee benefits not included on lines

25a-27 28 233 , 353 177 , 028 12, 075 44 , 25029 Payroll taxes 29 116 , 215 79 042 8 633 28 , 54030 Professional fundraising fees 30

31 Accounting fees 31 20 , 613 12 , 503 361 7 74932 Legal fees 32

33 Supplies 33 2 4 912 14 , 210 1 576 9 12634 Telephone 34 27 ,27 , 987 21, 885 991 5 11135 Postage and shipping 35 22 , 095 3 , 2292 9 3 , 866 15 , 00036 Occupancy 36 31 , 156 34 , 756 -1 200 -2 40037 Equipment rental and maintenance 37

38 Printing and publications 38 44 , 953 2 5000 0 408 42 , 04539 Travel 39 94 , 618 77 , 363 2 675 14 , 58040 Conferences , conventions , and meetings 40 13 , 009 6 7 8 9 1 650 4 , 57041 Interest 41 9 978 3 , 554 946 5 47842 Depreciation , depletion , etc (attach schedule ) 42 29 , 843 12 , 701 3 , 387 13 , 75543 Other expenses not covered above ( itemize)

a SEE STATEMENT 7 43a 238 , 371 92, 467 56 , 154 89 , 750b 43b

c 43c

d 43d

e 43e

f 43f

9 43

44 Total functional expenses . Add lines 22a

through 43g (Organizations completing

columns ( B)-(D), carry these totals to lines

13-15) 44 7 891 087 7 , 047 , 408 , 208 , 741 , 634 , 938Joint Costs . Check ► if you are following SOP 98-2

Are any joint costs from a combined educational campaign and fundraising solicitation reported in (B) Program services? ► Yes No

If "Yes," enter ( 1) the aggregate amount of these joint costs$ , ( II) the amount allocated to Program services $

(III) the amount allocated to Management and genera$ , and (iv ) the amount allocated to Fundraising$

DAA Form 990 (2006)

4846 02/05/2008 4 48 PM

Form 990(2006)^ UNITED WAY OF BREVARD COUNTY INC. 59-0836384 Page3Part UI Statement of Program Service Accomplishments (See the instructions.)

Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a

particular organization How the public perceives an organization in such cases may be determined by the information presentedon its return. Therefore, please make sure the return is complete and accurate and fully describes, in Part III, the organization'sprograms and accomplishments

What is the organization's primary exempt purpose? Program Service► SEE STATEMENT 8 Expenses

All organizations must describe their exempt purpose achievements in a clear and concise manner State the number (Required for 501(c)(3) and

of clients served, publications issued, etc Discuss achievements that are not measurable (Section 501(c)(3) and (4)(4)orgs,and4947(a)(1)

trusts, but opbonal fororganizations and 4947(a)(1) nonexempt charitable trusts must also enter the amount of grants and allocations to others) others )

a SEE STATEMENT 9

(Grants and allocations $ 3,255,000 ) If this amount includes foreign grants, checkb HEALTHY FAMILIES BREVARD - PROFILE HIGH-RISK PARENTS AND

PROVIDE SUPPORT AND TRAINING TO THOSE PARENTS TO PREVENTABUSE. FAMILIES BENEFITED = 457

757

(Grants and allocations $ 7 01 1 If this amount includes foreig n g rants , check here ► 1 1 204 , 338c SEE STATEMENT 10

(Grants and allocations $ 502,901 ) If this amount includes foreign grants , check here ► q 585,154

d HOPWA GRANT - PROVIDE HOUSING AND UTILITY ASSISTANCE FORPERSONS WITH HIV/AIDS. PERSONS BENEFITED = 557

(Grants and allocations $ 4 25 , 36 9 If this amount includes foreig n g rants , check here ► U 456 , 879e Other program services (attach schedule) SEE STMT 11

(Grants and allocations $ ) If this amount includes foreign arants . check here ► I I 1.069.280f Total of Program Service Expenses (should equal line 44, column (B), Program services) ► 7,047, 408

Form 990 (2006)

DAA

4846 02/05/2008 4 48 PM

Form990 (2006), UNITED WAY OF BREVARD COUNTY INC. 59-0836384 Page4Part IV Balance Sheets ( See the instructions.)Note: Where required , attached schedules and amounts within the description (A) (B)

column should be for end-of-year amounts only Beginning of year End of year

45 Cash-non-interest-beanng 250 45 250

46 Savings and temporary cash investments 999 , 265 46 987 , 612

47a Accounts receivable 47a 25 , 499

b Less allowance for doubtful accounts 47b 40 , 481 47c 25 , 499

48a Pledges receivable 48a 2 , 822 , 244b Less allowance for doubtful accounts 48b 4 60 , 718 2, 184 , 403 48c 2 , 361 , 526

49 Grants receivable 111 , 451 49 170 , 23750a Receivables from current and former officers , directors , trustees, and

key employees (attach schedule) 502

b Receivables from other disqualified persons (as defined under section 4958(f)(1)) and

persons described in section 4958(c)(3)(B) (att schedule) Sob

51a Other notes and loans receivable (attach

schedule) 51a

b Less allowance for doubtful accounts 51b sic

52 Inventories for sale or use 52 28 , 11953 Prepaid expenses and deferred charges 5354a Investments-publicly -traded

securities SEE STATEMENT 12 ► XCost FMV 905 , 747 54a 1 , 029 , 373b Investments-other securities 1101(attach schedule)

B

Cost FMV 54b

55a Investments - land, buildings, andequipment . basis 55a

b Less accumulated depreciation (attach

schedule ) 55b 55c

56 Investments -other (attach schedule) 56

57a Land , buildings , and equipment basis 57a 538 64 5b Less accumulated depreciation (attach

schedule ) SEE STATEMENT 13 57b 188 , 743 372 , 611 57c 349 , 90258 Other assets , including program - related investments

(describe ► SEE STATEMENT 14 ) 10, 238 58 7 42859 Total assets (must equal line 74 ) Add lines 45 throu g h 58 4 , 624 , 446 59 4 , 959 , 94660 Accounts payable and accrued expenses 68 , 236 60 89 , 68161 Grants payable 61

62 Deferred revenue 62

63 Loans from officers , directors , trustees , and key employees (attach

Y schedule) 63

64a Tax-exempt bond liabilities ( attach schedule) 64a

'j b Mortgages and other notes payable (attach schedule ) SEE WORKSHEET 176 , 899 64b 156 , 65565 Other liabilities (describe ► SEE STATEMENT 15 ) 07 , 342 65 825 , 645

66 Total liabilities . Add lines 60 throug h 65 1 052 , 477 66 1 071 , 981Organizations that follow SFAS 117 , check here ► X and complete lines

67 through 69 and lines 73 and 74

m 67 Unrestricted 1 572 , 521 67 1 , 708 , 388r_ 68 Temporarily restricted 1 999 , 448 68 2 , 179 , 577

CD69 Permanently restricted 69

Organizations that do not follow SFAS 117, check here ► and

U. complete lines 70 through 74

0 70 Capital stock , trust principal , or current funds 70

ISM 71 Paid - in or capital surplus , or land , building , and equipment fund 71

72 Retained earnings , endowment , accumulated income, or other funds 72

73 Total net assets or fund balances (add lines 67 through 69 or lines

Z 70 through 72 (Column (A) must equal line 19 and column ( B) must

equal line 21 ) 3 571, 969 73 3 , 887 , 96574 Total liabilities and net assetslfund balances . Add lines 66 and 73 4 624 , 446 74 4 , 959 , 946

Form 990 (2006)

DAA

4846 02/05/2008 4 48 PM

Form990(2006). UNITED WAY OF BREVARD COUNTY INC. 59-0836384 Page5

Part IVA 'Reconciliation of Revenue per Audited Financial Statements With Revenue per Return (See theinstructions. )

a Total revenue, gains, and other support per audited financial statements a 7 , 195 , 652b Amounts included on line a but not on Part I, line 12

I Net unrealized gains on investments b1

2 Donated services and use of facilities b2

3 Recoveries of prior year grants b3

4 Other (specify)

SEE STATEMENT 16 b4 -1 , 274 , 914Add lines b1 through b4 b -1 , 274 , 914

C Subtract line b from line a c 8 , 470 , 566d Amounts included on Part I, line 12, but not on line a:

I Investment expenses not included on Part I, line 6b d1

2 Other (specify)

d2

Add lines d1 and d2 d

e Total revenue (Part I, line 12) Add lines c and d ► e 8 470 , 566Part IV-El Reconciliation of Expenses per Audited Financial Statements With Expenses per Return

a Total expenses and losses per audited financial statements a 6 , 8 7 9 6 5 6b Amounts included on line a but not Part I, line 17

1 Donated services and use of facilities b1

2 Prior year adjustments reported on Part I, line 20 b2

3 Losses reported on Part I, line 20 b3 2 , 2864 Other (specify)

SEE STATEMENT 17 b4 -1 1 069 , 280Add lines b1 through b4 b -1 , 066 , 994

c Subtract line b from line a c 7 , 946 , 650d Amounts included on Part I, line 17, but not on line a:

I Investment expenses not included on Part I, line 6b d1

2 Other (specify)

Add lines d1 and d2 d

e Total expenses (Part I, line 17) Add lines c and d ► e 7, 946, 650

PartV-A Current Officers, Directors , Trustees , and Key Employees (List each person who was an officer, director, trustee,or key employee at any time during the year even if they were not compensated ) (See the instructions )

(A) Name and address(B)

Title and average hours perweek devoted to position

(C) Compensation(If not paid , enter

-0_,

(D)Contnbubons to

de^e°r ^mefinsahon

( E) Expensemount and other

allowances

SEE STATEMENT 18

Form 990 (2006)

DAA

4846 02/05/2008 4 48 PM

Form990 2006 , UNITED WAY OF BREVARD COUNTY INC. 59-0836384 Pa e6Part VA Current Officers Directors , Trustees, and Key Employees (continued ) Yes No

75a Enterthe total number of officers, directors, and trustees permitted to vote on organization business at boardmeetings _ ► 51

b Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated

employees listed in Schedule A, Part I, or highest compensated professional and other independent

contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business

relationships? If "Yes," attach a statement that identifies the individuals and explains the relationship(s) 75b X

c Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest

compensated employees listed in Schedule A, Part I, or highest compensated professional and other

independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other

organizations, whether tax exempt or taxable, that are related to the organization? See the instructions for

the definition of "related organization " 75c X

If "Yes," attach a statement that includes the information described in the instructions

d Does the organization have a written conflict of interest policy? 75d X

Part V-B Former Officers , Directors , Trustees , and Key Employees That Received Compensation or Other Benefits(If any former officer, director, trustee, or key employee received compensation or other benefits (described below) during the year, list that

person below and enter the amount of compensation or other benefits in the appropriate column See the instructions )

(A) Name and address ( B) Loans and Advances(C) Compensation

(if not paid ,enter

( D) Contributions to employbenefit plans & deferredcompensation plans

( E) Expenseaccount and other

allowances

N/A

PaVI Other Information (See the instructions. ) Yes No76 Did the organization make a change in its activities or methods of conducting activities? If "Yes," attach a

detailed statement of each change 76 X

77 Were any changes made in the organizing or governing documents but not reported to the IRS? 77 X

78a

If "Yes," attach a conformed copy of the changes

Did the organization have unrelated business gross income of $1 , 000 or more during the year covered by

this return? 78a X

b If "Yes ," has it filed a tax return on Form 990-T for this year? 78b

79 Was there a liquidation , dissolution , termination , or substantial contraction during the year? If "Yes ," attach

a statement 79 X

80a Is the organization related (other than by association with a statewide or nationwide organization ) through

common membership , governing bodies , trustees , officers , etc , to any other exempt or nonexempt

organization? 80a X

b

81a

b

If "Yes," enter the name of the organization ►and check whether it is 11 exempt or nonexempt

Enter direct and indirect political expenditures (See line 81 instructions) 81a

Did the org anization file Form 1120-POL for this year? 1b X

Form 990 (2006)

DAA

4846 02/05/2008 4 48 PM

Form990 2006• UNITED WAY OF BREVARD COUNTY INC. 59-0836384 Pa e7PartVI Other Information ( continued ) Yes No

82a Did the organization receive donated services or the use of materials , equipment , or facilities at no charge

or at substantially less than fair rental value? 82a X

b If "Yes ," you may indicate the value of these items here Do not include this

amount as revenue in Part I or as an expense in Part II

(See instructions in Part III ) SEE STMT 19 82b 345 , 36883a Did the organization comply with the public inspection requirements for returns and exemption applications? 83a X

b Did the organization comply with the disclosure requirements relating to quid pro quo contributions? N/A 83b

84a Did the organization solicit any contributions or gifts that were not tax deductible? N/A 84a

b If "Yes ," did the organization include with every solicitation an express statement that such contributions or

gifts were not tax deductible? N/A 84b

85 501 (c)(4), (5), or (6) organizations a Were substantially all dues nondeductible by members? N/A 85a

b Did the organization make only in -house lobbying expenditures of $2,000 or less? N/A 85b

If "Yes" was answered to either 85a or 85b , do not complete 85c through 85h below unless the organization

received a waiver for proxy tax owed for the prior year

c Dues , assessments , and similar amounts from members 85c

d Section 162 (e) lobbying and political expenditures 85d

e Aggregate nondeductible amount of section 6033 (e)(1)(A) dues notices 85e

f Taxable amount of lobbying and political expenditures ( line 85d less 85e) 85f

g Does the organization elect to pay the section 6033(e) tax on the amount on line 85f? N/A 85

h If section 6033 (e)(1)(A) dues notices were sent , does the organization agree to add the amount on line 85f

to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the

following tax year? N/A 85h

86 501(c)(7) orgs Enter a Initiation fees and capital contributions included on line 12 86a

b Gross receipts , included on line 12 , for public use of club facilities 86b

87 501 (c)(12) orgs Enter a Gross income from members or shareholders 87a

b Gross income from other sources . (Do not net amounts due or paid to other

sources against amounts due or received from them ) 87b

88a At any time during the year , did the organization own a 50% or greater interest in a taxable corporation or

partnership , or an entity disregarded as separate from the organization under Regulations sections

301.7701-2 and 301 7701 -3? If "Yes ," complete Part IX 88a X

b At any time during the year , did the organization , directly or indirectly , own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," complete Part XI ► 88b X

89a 501 (c)(3) organizations Enter Amount of tax imposed on the organization during the year under

section 4911 ► 0 , section 4912 ► 0 , section 4955 ► 0

b 501 (c)(3) and 501 (c)(4) orgs Did the organization engage in any section 4958 excess benefit transaction

during the year or did it become aware of an excess benefit transaction from a prior year? If "Yes," attach

a statement explaining each transaction 89b X

c Enter : Amount of tax imposed on the organization managers or disqualified

persons during the year under sections 4912 , 4955 , and 4958 ► 0

d Enter . Amount of tax on line 89c , above, reimbursed by the organization ► 0

e All organizations At any time during the tax year , was the organization a party to a prohibited tax shelter

transaction? 896

f All organizations Did the organization acquire a direct or indirect interest in any applicable insurance contract? 89f

g For supporting organizations and sponsoring organizations maintaining donor advised funds Did the

supporting organization , or a fund maintained by a sponsoring organization , have excess business holdings

at any time during the years 89

90a List the states with which a copy of this return is filed ► NONE

b Number of employees employed in the pay period that includes March 12 , 2006 (See

X

instructions ) 1 90b 1 3891a Thebooksareincareof ► MINDY BAKER, FINANCE DIRECTOR Telephoneno ► 321-631-2740

937 DIXON BLVDLocatedat ► COCOA, FL ZIP+4 ► 32922

b At any time during the calendar year , did the organization have an interest in or a signature or other authorityover a financial account in a foreign country ( such as a bank account , securities account , or other financial Yes No

account)? 91b X

If " Yes ," enter the name of the foreign country ►See the instructions for exceptions and filing requirements for Form TD F 90-22 . 1, Report of Foreign Bank

and Financial Accounts

DAA Form 990 (2006)

4846 02105/2008 4 48 PM

Form 990

c At any time during the calendar year , did the organization maintain an office outside of the United States? L 91c i I X

If "Yes ," enter the name of the foreign country ►92 Section 4947 ( a)(1) nonexempt charitable trusts filing Form 990 in lieu of Form 1041 - Check here ►

and enter the amount of tax-exempt interest received or accrued during the tax year 92

Pat' 'I1 Analysis of Income-Producin Activities (See the instructions. )Note: Enter gross amounts unless otherwise Unrelated business income Excluded by section 512, 513, or 514 (E)

indicated

93 Program service revenue

(A)Business code

(B)Amount

(C)Exclusiocode

(D )Amount

Related orexempt function

income

a ADMINISTRATION FEE INCOME 25 54 , 956b

c

d

ef Medicare/Medicaid payments

g Fees and contracts from government agencies

94 Membership dues and assessments

95 Interest on savings and temporary cash investments 14 70 , 552

96 Dividends and interest from securities

97 Net rental income or ( loss) from real estate:

a debt-financed property

b not debt-financed property

98 Net rental income or ( loss) from personal property

99 Other investment income

100 Gain or ( loss) from sales of assets other than inventory 41 -1 , 871

101 Net income or (loss ) from special events 25 -344102 Gross profit or ( loss) from sales of inventory

103 Other revenue a

b OTHER MISCELLANEOUS INCOME 25 33 , 216Cd

e

104 Subtotal (add columns ( B), (D), and (E)) 0 158 , 380 -1 , 871105 Total (add line 104 , columns ( B), (D), and (E)) ► 156 ,509Note : Line 105 plus line le , Part I, should equal the amount on line 1 2, Part I

Part VIII Relationship of Activities to the Accomplishment of Exempt Purposes (See the instructions. )Line No.y

Explain how each activity for which income is reported in column (E) of Part VII contributed importantly to the accomplishmentof the organization ' s exempt purposes (other than by providing funds for such purposes).

N/A

Name , address , and EIN of co oration , Percentage of Nature of activities Total income End-of-yearpartnership , or disregarded entity ownership nterest assets

N/A °/

PAX Information Regarding Transfers Associated

(a) Did the organization, during the year, receive any funds, directly or inc

(b) Did the organization, during the year, pay premiums, directly or endue

Note: If "Yes" to W. file Form 8870 and Form 4720 (see instructions)

DAA

4846 02/05/2008 4 48 PM

Form990(2006)• UNITED WAY OF BREVARD COUNTY INC. 59-0836384 Page9PaiXi Information Regarding Transfers To and From Controlled Entities . Complete only if the organization

is a controlling organization as defined in section 512(b)(13).Yes No

106 Did the reporting organization make any transfers to a controlled entity as defined in section 512(b)(13) of

the Code? If "Yes," com plete the schedule below for each controlled entity X

(A) (B) (C)Name, address , of each Employer ID Description of (D)

controlled entity Number transfer amount of transfer

a

b

c

Totals

Yes No

107 Did the reporting organization receive any transfers from a controlled entity as defined in section

512 ( b)( 1 3of the Code? If "Yes," com plete the schedule below for each controlled entity X

(A) (B) (C)Name, address , of each Employer ID Description of

(D)

controlled entity Number transfer Amount transfer

a

b

c

Totals

Yes No

108 Did the organization have a binding written contract in effect on August 17, 2006, covering the interest,

rents, royalties, and annuities described in q uestion 107 above?

Under penalties of peryury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledgeand Oettet- t correct, an` IeteoBed ration of preparer (other than officer) is based on all information of which preparer has any knowledge

Plea

Z

^ Z "/l -IDd^^ 6^ ^ni

.. - • +gS

HereSi o^ptficer ^ ^ ^

Ore. n Date

bQr+ IC. - Iii 1 !^S -5 IJQ Cs^ "Type or punt name and title

Paid/Preparer's

, esi natur[0 "

Date Check ifself-

Preparers SSN or PTIN(See Gen Instr X)

'g e

VI L&:QQ 11 employed ► P00197977Preparer s

O l Firm'sname(oryours BERMAN HOPKINS WRIGHT LAHAM CPAS & ASSO EIN 10- 59-1152714n yUse

dself-employed), 8035 SPYGLASS HILL RD Phoneaddress, and ZIP+4 MELBOURNE , FL 32940 no ► 321-757-2020

Form 990 (2006)

DAA

4846 02/05/2008 4 48 PM

SCHEDULE A(Form 990 or 990-EZ)

Organization Exempt Under Section 501(c)(3)(Except Private Foundation) and Section 501(e), 501(f), 501(k), 501(n),

or 4947(a)(1) Nonexempt Charitable Trust

Supplementary Information-(See separate instructions.)► MUST be completed by the above organizations and attached to their Form 990 or 990-EZ

OMB No 1

2006of the Treasury

Name of the organization Employer Identification number

UNITED WAY OF BREVARD COUNTY INC. 59-0836384

f'an I Compensation of the Five Highest Paid Employees Other Than Officers , Directors , and Trustees(See oaae 2 of the instructions. List each one. If there are none- enter "None-")

(a) Name and address of each employee paid morethan $50 , 000

(b) Title and average hoursper week devoted to position (c) Comp

(d) Contnb toempi ben plan& deferred comp

(e) Expenseaccount & other

allowances

SHERRIE ARFLIN COCOA

937 DIXON BLVD FL 32922

DIR. GRANTS

40 48 , 550 14 , 681 0

CARON PATRIDGE COCOA


DIRECTOR

40 47 , 500 14 , 572 0

MELINDA BAKER COCOA


DIR. FINANCE

40 45 , 667 10 , 178 0

FRANKLIN BARGER COCOA


DIRECTOR

40 47 , 900 1 4 , 996 1 0

Total number of other em ployees paid over $50 , 000 ► 4

Part 11-A Compensation of the Five Highest Paid Independent Contractors for Professional Services(See page 2 of the instructions. List each one (whether individuals or firms . If there are none, enter "None." )

(a) Name and address of each independent contractor paid more than $50,000 (b) Type of service (c) Compensation

NONE

Total number of others receiving over $50,000 for

rofessional services ►Part 11-B Compensation of the Five Highest Paid Independent Contractors for Other Services

(List each contractor who performed services other than professional services, whether individuals orfirms. If there are none , enter "None." See page 2 of the instructions. )

(a) Name and address of each independent contractor paid more than $50,000 (b) Type of service (c) Compensation

NONE

Total number of other contractors receiving over

$50,000 for other services ►For Paperwork Reduction Act Notice , see the Instructions for Form 990 and Form 990-EZ. Schedule A (Form 990 or 990-EZ) 2006

DAA

4846 02/05/2008 4 48 PM

ScheduleA (Form 990or990-EZ 2006 UNITED WAY OF BREVARD COUNTY INC. 59-0836384 Pa e2

Part III , Statements About Activities (See page 2 of the instructions.) Yes No

1 During the year , has the organization attempted to influence national, state, or local legislation , including any

attempt to influence public opinion on a legislative matter or referendum? If "Yes," enter the total expenses paid

or incurred in connection with the lobbying activities ► $ ( Must equal amounts on line 38,

Part VI-A, or line i of Part VI-B) 1 X

Organizations that made an election under section 501 ( h) by filing Form 5768 must complete Part VI-A. Other

organizations checking "Yes" must complete Part VI-B AND attach a statement giving a detailed description of

the lobbying activities

2 During the year, has the organization, either directly or indirectly, engaged in any of the following acts with any

substantial contributors, trustees, directors, officers, creators, key employees, or members of their families, or

with any taxable organization with which any such person is affiliated as an officer, director, trustee, majority

owner, or principal beneficiary? (If the answer to any question is "Yes," attach a detailed statement explaining the

transactions )

a Sale , exchange , or leasing of property?

b Lending of money or other extension of credit?

c Furnishing of goods, services, or facilities?

d Payment of compensation (or payment or reimbursement of expenses if more than $ 1,000)9 SEE PART V-A, FORM 990

SEE STATEMENT 20e Transfer of any part of its income or assets?

3a Did the organization make grants for scholarships , fellowships, student loans , etc ? (If "Yes," attach an explanation

of how the organization determines that recipients qualify to receive payments) 3a X

b Did the organization have a section 403(b) annuity plan for its employees? I 3b I I X

c Did the organization receive or hold an easement for conservation purposes, including easements to preserve open

space, the environment, historic land areas or historic structures? If 'Yes,' attach a detailed statement

d Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?

4a Did the organization maintain any donor advised funds? If "Yes," complete lines 4b through 4g If "No," complete

lines 4f and 4g 4a X

b Did the organization make any taxable distributions under section 4966? 4b

c Did the organization make a distribution to a donor, donor advisor, or related person?

d Enter the total number of donor advised funds owned at the end of the tax year ►

e Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year ►

f Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised

funds included on line 4d) where donors have the right to provide advice on the distribution or investment of

amounts in such funds or accounts ►

g Enter the aggregate value of assets held in all funds or accounts included on line 4f at the end of the tax year ►

8

22.460

Schedule A (Form 990 or 990-EZ) 2006

DAA

4846 02/05/2008 4 48 PM

ScheduleA (Form990or990-EZ)2006 UNITED WAY OF BREVARD COUNTY INC. 59-0836384 Page3

Part MV. Reason for Non-Private Foundation Status (See pages 4 through 7 of the instructions.)

I certify that the organization is not a private foundation because it is . ( Please check only ONE applicable box )

5 N A church , convention of churches, or association of churches Section 170(b)(1)(A)(i)

6 n A school Section 170 ( b)(1)(A)(ii) (Also complete Part V )

7 n A hospital or a cooperative hospital service organization Section 170(b)(1)(A)(iii)

8 n A federal, state, or local government or governmental unit Section 170(b)(1)(A)(v)

9 F] A medical research organization operated in conjunction with a hospital Section 170(b)(1)(A)(iii) Enter the hospital 's name, city,

and state ►

10 F] An organization operated for the benefit of a college or university owned or operated by a governmental unit. Section 170(b)(1)(A)(iv).

(Also complete the Support Schedule in Part IV-A )

11a An organization that normally receives a substantial part of its support from a governmental unit or from the general public Section

170(b)(1)(A)(vi). (Also complete the Support Schedule in Part IV-A )

11b A community trust Section 170(b)(1)(A)(vi). (Also complete the Support Schedule in Part IV-A )

12 An organization that normally receives ( 1) more than 33 113% of its support from contributions, membership fees, and gross receipts

from activities related to its charitable, etc , functions-subject to certain exceptions, and (2) no more than 33 113% of its support

from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the

organization after June 30, 1975 See section 509(a)(2) (Also complete the Support Schedule in Part IV-A )

13 An organization that is not controlled by any disqualified persons (other than foundation managers) and otherwise meets the

requirements of section 509(a)(3) Check the box that describes the type of supporting organization

El Type I [] Type II E] Type III-Functionally Intergrated 11 Type III-Other

Prnvidw tha fnilnrrinn infnrmntinn ahnuf tha annnnrtad nmani,atinna Mao nano 7 of fhc incfn irhnnc 1

(a)

Name(s) of supported organization(s)

(b)

Employer

identification

number (EIN)

(c)

Type of

organization

(described in lines

5 through 12

above or IRC

section)

(d)

Is the supported

organization listed In

the supporting

organization's

governing documents?

(e)

Amount of

support

Yes No

Total ► 1

14 El An organization organized and operated to test for public safety Section 509(a)(4) (See page 7 of the instructions )


DAA

4846 02/05/2008 4 48 PM

Schedule A (Form 990 or990-EZ) 2006 UNITED WAY OF BREVARD COUNTY INC. 59-0836384 Page4Part I=A Support Schedule (Complete only if you checked a box on line 10, 11 , or 12 ) Use cash method of accounting.

Note: You may use the worksheet in the mstnJctions for cnnvertino from the accrual to the rash method of accniintinn

Calendar year or fiscal year beginning In ) ► (a) 2005 (b) 2004 c 2003 (d ) 2002 (e) Total15 Gifts , grants, and contributions received (Do

not include unusual g rants Seeline 28 6 , 770 , 2 80 3 , 506 , 786 5 299 273 5 , 484 , 062 21 , 060 , 40116 Membershi p fees received 0

17 Gross receipts from admissions , merchandise

sold or services performed , or furnishing of

facilities in any activity that is related to the

org anization 's chartable , etc, purpose 0

18 Gross income from interest, dividends,amounts received from payments on securities

loans (section 512(a)( 5)), rents, royalties, andunrelated business taxable income (less

section 511 taxes) from businesses acquired

by the organization after June 30 , 1975 39 , 024 15 , 010 18 , 722 42 , 765 115 , 52119 Net income from unrelated business

activities not included in line 18 0

20 Tax revenues levied for the organization's

benefit and either paid to it or expended on

its behalf 0

21 The value of services or facilities furnished tothe organization by a governmental unitwithout charge Do not include the value of

services or facilities generally furnished to thep ublic without charge 0

22 Other income Attach a schedule Do notincludesale ofcgaitallasfrom STMT 21. 18 , 151 68 , 089 103 , 472 114 , 068 303 , 780

23 Total of lines 15through 22 6 , 827 , 4 55 3 , 589 , 885 5 421 , 467 5 640 , 895 21 , 479 , 70224 Line 23 minus line 17 6 827 , 455 , 3 589 , 885 , 5 , 421 , 467 5 640 , 895 21 , 479 , 70225 Enter 1 % of line 23 68 , 275 1 35 , 899 1 54 , 215 56, 40926 Organizations described on lines 10 or 11: a Enter 2% of amount in column (e), line 24 ► 26a 429 9 594

b Prepare a list for your records to show the name of and amount contributed by each person (other than a

governmental unit or publicly supported organization ) whose total gifts for 2002 through 2005 exceeded the

amount shown in line 26a Do not file this list with your return . Enter the total of all these excess amounts ► 26b 576 , 512

c Total support for section 509(a )( 1) test Enter line 24, column (e) ► 26c 21 , 479 , 702d Add Amounts from column (e) for lines- 18 115,521 19

22 303,780 26b 576,512 10, 26d 995 , 813e Public support ( line 26c minus line 26d total ) ► 26e 20 , 483 , 889f Public support percentage ( line 26e (numerator) divided by line 26c (denominator)) ► 26f 9 5.3639%

27 Organizations described on line 12: a For amounts included in lines 15, 16, and 17 that were received from a "disqualified

person," prepare a list for your records to show the name of, and total amounts received in each year from, each "disqualified person "

Do not file this list with your return . Enter the sum of such amounts for each year N/A

(2005) (2004) (2003) (2002)

b For any amount included in line 17 that was received from each person (other than "disqualified persons"), prepare a list for your records to

show the name of, and amount received for each year, that was more than the larger of (1) the amount on line 25 for the year or (2) $5,000

(Include in the list organizations described in lines 5 through 11 b, as well as individuals ) Do not file this list with your return . After computing

the difference between the amount received and the larger amount described in (1) or (2), enter the sum of these differences (the excess

amounts) for each year N/A(2005) (2004) (2003) (2002)

c Add Amounts from column (e) for lines 15 16

17 20 21 ► 27c

d Add Line 27a total and line 27b total ► 27d

e Public support (line 27c total minus line 27d total) ► 27e

f Total support for section 509(a)(2) test Enter amount from line 23, column (e) ► 27f

g Public support percentage ( line 27e (numerator) divided by line 27f (denominator)) ► 27g %

h Investment income percentage ( line 18, column (e) ( numerator) divided by line 27f (denominator)) ► 27h %

28 Unusual Grants : For an organization described in line 10, 11, or 12 that received any unusual grants during 2002 through 2005,

prepare a list for your records to show, for each year, the name of the contributor, the date and amount of the grant, and a brief

description of the nature of the grant Do not file this list with your return . Do not include these grants in line 15


DAA

4846 02/05/2008 4 48 PM

Schedule A (Form 990 or 990-EZ) 2006 UNITED WAY OF BREVARD COUNTY INC. 59-0836384 Page5PaitV Private School Questionnaire (See page 9 of the instructions.)

(To be completed ONLY by schools that checked the box on line 6 in Part29 Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, byla

IV)ws, N/A Yes No

other governing instrument, or in a resolution of its governing body? 29

30 Does the organization include a statement of its racially nondiscriminatory policy toward students in all its

brochures, catalogues, and other written communications with the public dealing with student admissions,

programs, and scholarships? 30

31 Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during

the period of solicitation for students, or during the registration period if it has no solicitation program, in a way

that makes the policy known to all parts of the general community it serves? 31

If "Yes," please describe, if "No," please explain (If you need more space, attach a separate statement )

32 Does the organization maintain the following

a Records indicating the racial composition of the student body, faculty, and administrative staff? 32a

b Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory

basis? 32b

c Copies of all catalogues, brochures, announcements, and other written communications to the public dealing

with student admissions, programs, and scholarships? 32c

d Copies of all material used by the organization or on its behalf to solicit contributions? 32d

If you answered "No" to any of the above, please explain (If you need more space, attach a separate statement )

33 Does the organization discriminate by race in any way with respect to

a Students' rights or privileges?

b Admissions policies?

c Employment of faculty or administrative staff?

d Scholarships or other financial assistance?

e Educational policies?

f Use of facilities?

g Athletic programs?

h Other extracurricular activities?

If you answered "Yes" to any of the above, please explain (If you need more space, attach a separate statement )

34a Does the organization receive any financial aid or assistance from a governmental agency?

b Has the organization 's right to such aid ever been revoked or suspended?

If you answered "Yes" to either 34a or b, please explain using an attached statement

34a

35 Does the organization certify that it has complied with the applicable requirements of sections 4 01 through 4 05

of Rev Proc 75-50. 1975-2 C B 587. covenno racial nondiscrimination? If "No." attach an explanation


DAA

4846 02/05/2008 4 48 PM

Schedule A (Form 990 or 990-EZ) 2006 UNITED WAY OF BREVARD COUNTY INC. 59-0836384 Page6PartVl-A -Lobbying Expenditures by Electing Public Charities (See page 10 of the instructions.)

(To be completed ONLY by an elig ible organization that filed Form 5768) N/ACheck ► a if the organization belongs to an affiliated g roup Check ► b 1 1 if you checked "a" and "limited control" provisions apply.

Limits on Lobbying Expenditures ed (b)Affli t talsgroup

for allelecting(Tho re.... fl,an n e ^.., .... re -A ......n....°a organizations

36 Total lobbying expenditures to influence public opinion (grassroots lobbying) 36

37 Total lobbying expenditures to influence a legislative body (direct lobbying) 37

38 Total lobbying expenditures (add lines 36 and 37) 38

39 Other exempt purpose expenditures 39

40 Total exempt purpose expenditures (add lines 38 and 39) 40

41 Lobbying nontaxable amount Enter the amount from the following table-

If the amount on line 40 Is- The lobbying nontaxable amount is-

Not over $500,000 20% of the amount on line 40

Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000

Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000 41

Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000

Over $17,000,000 $1,000,000

42 Grassroots nontaxable amount (enter 25% of line 41) 42

43 Subtract line 42 from line 36 Enter -0- if line 42 is more than line 36 43

44 Subtract line 41 from fine 38 Enter -0- if line 41 is more than line 38 44

Caution : If there is an amount on either line 43 or line 44, you must file Form 4720 I

4-Year Averaging Period Under Section 501(h)(Some organizations that made a section 501(h) election do not have to complete all of the five columns below

See the instructions for lines 45 through 50 on Daae 13 of the instructions )

Lobbying Expenditures During 4-Year Averaging Period

Calendar year (or

fiscal year beg inning In) ►(a)

2006

(b)

2005

(c)

2004

(d)

2003

(e)

Total

45 Lobbying nontaxable amount

46 Lobbying ceiling amount (150% of

line 45 (e))

47 Total lobby in g expenditures

48 Grassroots nontaxable amount

49 Grassroots ceiling amount (150% of

line 48 (e ))

50 Grassroots lobby in g expenditures

Part vi-la Lobbying Activity by Nonelecting Public Charities( For reporting only b organizations that did not complete Part VI-A (See a e 13 of the instructions N/A

During the year, did the organization attempt to influence national, state or local legislation, including anyattempt to influence public opinion on a legislative matter or referendum, through the use of

Yes No Amount

a Volunteers

b Paid staff or management (Include compensation in expenses reported on lines c through h.)

c Media advertisements

d Mailings to members, legislators, or the public

e Publications, or published or broadcast statements

f Grants to other organizations for lobbying purposes

g Direct contact with legislators, their staffs, government officials, or a legislative body

h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means

I Total lobbying expenditures (Add lines c through h.)

If "Yes" to any of the above, also attach a statement grvmq a detailed description of the lobbvmq activities


DAA

4846 02/05/2008 4 48 PM

Schedule A (Form 990 or 990-EZ) 2006 UNITED WAY OF BREVARD COUNTY INC. 59-0836384 PagelPart VII Information Regarding Transfers To and Transactions and Relationships With Noncharitable

Exempt Organizations (See page 13 of the instructions.)51 Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section

501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

a Transfers from the reporting organization to a nonchantable exempt organization of Yes No

DAA Schedule A (Form 990 or 990-EZ) 2006

(i) Cash Slag) X

(ii) Other assets ail X

b Other transactions.

(i) Sales or exchanges of assets with a nonchantable exempt organization b( l ) X

(ii) Purchases of assets from a nonchantable exempt organization - b( ii ) X

(iii) Rental of facilities, equipment, or other assets b( III ) X

(iv) Reimbursement arrangements iv X

(v) Loans or loan guarantees b(v) X

(vi) Performance of services or membership or fundraising solicitations b(vi ) X

c Sharing of facilities, equipment, mailing lists, other assets, or paid employees c X

d If the answer to any of the above Is "Yes," complete the following schedule Column (b) should always show the fair market value of the

goods, other assets, or services given by the reporting organization If the organization received less than fair market value in any

transaction or sharing arrangement, show in column (d ) the value of the g oods , other assets, or services received

(a) (b) (c) (d)Line no Amount involved Name of nonchantable exempt organization Description of transfers, transactions, and sharing arrangements

52a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations

described in section 501 (c) of the Code (other than section 501 (c)( 3)) or in section 527? ► Yes No

b If "Yes " com plete the followin g schedule

(a) (b)Name of organization Type of organization

N/A

(c)Description of relationship

4846 02/05/2008 4 48 PM

Special Events ScheduleForm 990

For calendar year 2006 , or tax year beg inning 7/01/06 and ending2006

/ 3 0 / 0 7Name Employer Identification Number

UNITED WAY OF BREVARD COUNTY INC. 59-0836384(A) (B) (C) Others Total

Gross receipts 21, 535 0 0 0 21,535Less contributions 0 0 0 0 0

Gross revenue 21, 535 0 0 0 21,535Less direct expenses 21, 8 7 9 0 0 0 21, 8 7 9

Net income (loss) - 344 0 0 0 -344

Description (A)

(B)

(C)

Others

VARIOUS SPECIAL EVENTS

4846 02/05/2008 4 48 PM

Forms • Mortgages and Other Notes Payable9901990-PF 2006

For calendar year 2006 , or tax year beg inning 7/01/ 06 and endin 6 / 3 0 / 0 7

Name Employer Identification Number

UNITED WAY OF BREVARD COUNTY INC. 59-0836384

FORM 990. PART TV. T,TNE 64R - ADDTTTONAT, INFORMATION

Name of lender Relationship to disqualified person

( 1 ) COMMUNITY EDUCATORS CREDIT UNION( 2 )

(3)

(4 )

(5 )

(6)

(7 )

( 8 )

( 9 )

( 10 )

Original amountborrowed Date of loan

Maturitydate Repayment terms

Interestrate

( 1 )

(2 )

( 3 )

(4 )

( 5 )

(6)

( 7 )

( 8 )

( 9 )

( 10)

Security provided by borrower Purpose of loan

Consideration furnished by lenderBalance due at

beginning of yearBalance due atend of year

( 1 ) 176 , 899 156 , 655(2 )

( 3 )

(4 )

( 5 )

(6 )

(7)

( 8 )

( 9 )

( 10)

Totals 176 , 899 156 , 655

4846 United Way of Brevard County Inc. 2/5/2008 4:48 PM

59-0836384 Federal StatementsFYE: 6/30/2007

Statement I - Form 990 , Part I , Line 8c - Sale of Assets Other Than Inventory - Securities

Desc

HowRec'd

WhomSold

PUBLICLY TRADED SECURITIES

TOTAL

Date Date Sale Cost & Gain/Acquired Sold Price Expense Deprec -Loss

$ 34,195 $ 34,548 $ $ -353

$ 34,195 $ 34,548 $ 0 $ -353

Statement 2 - Form 990, Part I, Line 8c - Sale of Assets Other Than Inventory - Other

Desc

How WhomSold

COM1007 COMPAQ NOTEBOOK COMPUTERPURCHASE

COM1009 IBM LAPTOP COMPUTERPURCHASE

COM1017 SEAGATE TAPE BACKUPPURCHASE

EQU2001 ASCOM 220 PLUS POSTAGE MACHINEPURCHASE

EQU2003 SANYO DICTATING MACHINEPURCHASE

TOTAL

DateAcquired

1/25/01

12/27/02

1/12/02

1/15/01

10/06/00

Date SaleSold Price

6/30/07 $

6/30/07

7/15/06

10/12/06

2/28/07

Cost & Gain/Expense Deprec -Loss

$ 2,141 $ 2,141 $

900 825 -75

3,729 3,356 -373

5,850 4,805 -1,045

$ 0 $ 12,915 $ 11,397 $ -1,518

Statement 3 - Form 990, Part I, Line 16 - Payments to Affiliates

Bus NameAddress'

UNITED WAY OF AMERICA

TOTAL

Purpose

AFFILIATE ALLOCATION Q J J, J Q,)

Q JJ, JOJ

1-3

4846 United Way of Brevard County Inc. 2/5/2008 4:48 PM59-0836384 Federal StatementsFYE: 6/30/2007

Statement 4 - Form 990, Line 20 - Other Changes in Net Assets or Fund Balances

Description Amount

LOSSES REPORTED ON RETURN $ -2,286LOSS ON DISPOSALS 2,286DONOR DESIGNATED FUNDS -1,277,200AGENCY DESIGNATIONS 1,069,280

TOTAL $ -207,920

4



Statement 5 - Form 990 . Part II. Line 22b - Other Grants and Allocations

Name Relationship Class ofAddress to Org Activity

Date of Description of Cash NonCash BookGift Property Contrib Contrib Value

FEDERAL GRANTS

AGENCY ALLOCATIONS

COMMUNITY IMPACT INITIATIVES

DISASTER RELIEF

DESIGNATIONS

IN-KIND MATERIALS

ivvrv£

$ 432,379 $ $NONE

3,255,000NONE

66, 933NONE

15, 320NONE

1,069,280NONE

718,060

$ 5,556,972 $ 0 $ 0

BV FMVExplantn Explntn

TOTAL

Name

EXPENSES

COMPENSATION

TOTAL

Statement 6 - Form 990, Part II , Line 25a - Compensation of Current Officers

Program Management &Services General Fundraising

$ $ $

113, 167

$ 113,167

42, 109

$ 42,109

107,904

.? lUI, vui

5-6



Statement 7 - Form 990. Part II. Line 43 - Other Functional Expenses

Total Program Mgt & Fund-Description Expenses Service General Raising

$ $ $ $EXPENSES

CAMPAIGN EXPENSE 7,799 7,799CONTRACT SERVICES 43,799 27,359 3,236 13,204BANKING FEES 6,024 9 416 5,599CONTRIBUTOR/VOLUNTEER REC 10,874 16 107 10,751PROPERTY TAX EXPENSE 395 395UTILITIES 13,777 7,152 1,150 5,475JANITORIAL SERVICE 28,162 18,501 1,677 7,984EQUIPMENT MAINTANENCE 9,460 4,996 768 3,696COPY MACHINE LEASE 15,107 10,036 3,143 1,928INSURANCE 7,091 3,681 592 2,818ADVERTISING 7,246 2,631 30 4,585SUBSCRIPTIONS 934 154 387 393STAFF VOLUNTEER DEVELOPMENT 36,111 14,520 3,057 18,534ORGANIZATIONAL DUES 5,094 2,283 492 2,319AFFILIATE DUES 11,390 11,390COMPUTER EXPENSE 5,969 1,129 175 4,665IN-KIND MATERIALS 29,139 29,139

TOTAL $ 238,371 $ 92,467 $ 56,154 $ 89,750

7


Statement 8 - Form 990, Part III - Organization's Primary Exempt Purpose

SUPPORT CRITICAL HEALTH AND HUMAN COMMUNITY SERVICESTHROUGH THE ANNUAL CAMPAIGN DRIVE.

Statement 9 - Form 990, Part Ill, Line a - Statement of Program Service Accomplishments

Description

PARTNER AGENCY ALLOCATIONS - DOLLARS PLEDGED TO UNITEDWAY OF BREVARD'S COMMUNITY CARE FUND AND TARGETED CAREAREAS ARE DISTRIBUTED EACH SPRING BY OVER 150 COMMUNITYVOLUNTEERS. FUNDS FROM THE 2006 CAMPAIGN SUPPORTED 93PROGRAMS AT 49 LOCAL HEALTH AND HUMAN SERVICES AGENCIES.THESE PROGRAMS WILL TOUCH MORE THAN 175,000 IN THEBREVARD COMMUNITY.

Statement 10 - Form 990, Part Ill, Line c - Statement of Program Service Accomplishments

Description

COMMUNITY IMPACT INITIATIVES - INITIATIVES ENGAGE MORETHAN 1,000 VOLUNTEERS ON AN ANNUAL BASIS AND WORK TOIMPROVE CIVIC INFRASTRUCTURE. INITIATIVES DURING THISYEAR INCLUDED DISASTER PREPAREDNESS AND RESPONSE, DAYS OFCARING, THE EMERGING LEADERS PROGRAM, EARNED INCOME TAXCREDIT AWARENESS AND FINANCIAL LITERACY TRAINING, AND THEGIFTS IN KIND PROGRAM.

Statement 11 - Form 990, Part Ill, Line e - Other Program Services

DescriptionAGENCY DESIGNATIONS - DURING THE ANNUAL FALL CAMPAIGN,DONORS HAVE THE OPTION TO DESIGNATE THEIR GIFTS TO ANY501(C)(3) NOT-FOR-PROFIT HEALTH AND HUMAN SERVICEORGANIZATION.

8-11

4846 United Way of Brevard County Inc . 2/5/2008 4:48 PM59-08363'84 Federal StatementsFYE: 6/30/2007

Statement 12 - Form 990, Part IV, Line 54a - Publicly Traded Securities

Beginning End of Basis ofDescription of Year Year Valuation

US AND STATE GOVERNMENT $ $CD'S AND LONG-TERM INVESTMENTS 905,747 1,029,373 MARKET

CORPORATE STOCKCORPORATE BONDS

TOTAL $ 905,747 $ 1,029,373

Statement 13 - Form 990, Part IV, Line 57 - Land , Buildings , and Equipment

Beginning Accum End of AccumDescription of Year Deprec Year Deprec

BUILDINGS AND IMPROVEMENTS $ 359,559 $ 72,537 $ 359,559 $ 81,757FURNITURE AND EQUIPMENT 162,933 97,344 159,086 106,986LAND 20,000 20,000

TOTAL $ 542,492 $ 169,881 $ 538,645 $ 188,743

Statement 14 - Form 990, Part IV, Line 58 - Other Assets

Beginning End ofDescription of Year Year

OTHER CURRENT ASSETS $ 10,238 $ 7,428

TOTAL $ 10,238 $ 7,428

Statement 15 - Form 990, Part IV, Line 65 - Other Liabilities

Beginning End ofDescription of Year Year

DONOR DESIGNATIONS PAYABLE $ 807,342 $ 825,645

TOTAL $ 807,342 $ 825,645

12-15


Statement 16 - Form 990, Part IV-A - Other Revenue Included on Financial Statements

Description Amount

LOSS ON DISPOSALS $ 2,286DONOR DESIGNATED FUNDS -1,277,200

TOTAL $ -1,274,914

Statement 17 - Form 990, Part IV-B - Other Expenses included on Financial Statements

Description AmountAGENCY DESIGNATIONS $ -1,069,280

TOTAL $ -1,069,280

16-17



Statement 18 - Form 990, Part V-A - List of Officers, Directors, Trustees , and KeyEmployees

Name and AverageAddress Title Hours Compensation

JERRY W. ALLENDER DIRECTOR .20 0P.O. BOX 2566TITUSVILLE FL 32781

CAPTAIN HENRY ANDERSON DIRECTOR .20 05315 U.S. HWY 1 SOUTHROCKLEDGE FL 32955

ALEC ARDITO DIRECTOR .20 0100 RIALTO PLACE, # 900MELBOURNE FL 32901

ANSELMO BALDONADO DIRECTOR .20 0P.O. BOX 1508MELBOURNE FL 32902

TOM BALDWIN DIRECTOR .20 020 S. WHICKAM RD.MELBOURNE FL 32904

JOHN A. BANKS DIRECTOR .20 0100 S SYKES CREEK PARKWAYMERRITT ISLAND FL 32952

JACKIE BARKER DIRECTOR .20 0P.O. BOX 37267SATELLITE BEACH FL 32937

ALAN BOGGS DIRECTOR .20 0201 CHENEY HIGHWAYTITUSVILLE FL 32780

WENDY BRANDON DIRECTOR .20 0778 LOGGERHEAD ISLAND DR.SATELLITE BEACH FL 32937

Benefits Expenses

0 0

0 0

0 0

0 0

0 0

0 0

0 0

0 0

0 0

18



Statement 18 - Form 990 , Part V-A - List of Officers , Directors , Trustees , and KeyEmployees (continued )

Name and AverageAddress Title Hours Compensation Benefits Expenses

KENT L BROWN DIRECTOR .20 0 0 0

1350 S. HICKORY STREETMELBOURNE FL 32901

JOHN F. BREITFELLER DIRECTOR .20 0 0 0

2000 W. NASA BLVDMELBOURNE FL 32902

DAVID O. BROCK COUNCIL .20 0 0 0

1030 SOUTH U.S. 1ROCKLEDGE FL 32955

STEPHEN P. BUNKER DIRECTOR .20 0 0 0

538 NARRAGANSETTPALM BAY FL 32907

PEGGY BUSACCA DIRECTOR .20 0 0 0

2725 JUDGE FRAN JAMIESON WAYVIERA FL 32940

JOHN BYRON USN (RET) DIRECTOR .20 0 0 0

7315 N. ATLANTIC AVENUECAPE CANAVERAL FL 32920

DR. ANTHONY CATANESE DIRECTOR .20 0 0 0

150 W UNIVERSITY BLVDMELBOURNE FL 32901

DR. RICHARD A. DIPATRI DIRECTOR .20 0 0 0

2700 JUDGE FRAN JAMIESON WAYMELBOURNE FL 32940

LESLI DOOLEY DIRECTOR .20 0 0 0

1030 S. US HIGHWAY 1ROCKLEDGE FL 32955

18


Statement 18 - Form 990, Part V-A - List of Officers , Directors , Trustees , and KeyEmployees (continued )


ALAN DOSHIER DIRECTOR .20 0 0 02000 W. NASA BLVDMELBOURNE FL 32904

ERIK EAVENSON DIRECTOR .20 0 0 07777 N. WICKHAM ROAD , # 12-553MELBOURNE FL 3294

MARILYN J. "BUNNY " FINNEY DIRECTOR .20 0 0 0436 MAGNOLIA AVEMERRITT ISLAND FL 32952

DR THOMAS E. GAMBLE DIRECTOR .20 0 0 01519 CLEARLAKE ROADCOCOA BEACH FL 32922

PATRICK B GILLIS DIRECTOR .20 0 0 02401 PALM BAY ROADPALM BAY FL 32905

JOHNETTE GINDLING DIRECTOR .20 0 0 0110 LONGWOOD AVE., MC:8ROCKLEDGE FL 32956

ANDREW HAMENT DIRECTOR .20 0 0 0P.O. BOX 1870MELBOURNE FL 32902

THOMAS A. HARMER DIRECTOR .20 0 0 0P.O. BOX 2806TITUSVILLE FL 32781

M. RANDALL HARRIS DIRECTOR .20 0 0 01301 WEST EAU GALLIE BLVD #100MELBOURNE FL 32935

18



Statement 18 - Form 990 Part V-A - List of Officers Directors , Trustees , and KeyEmployees continue


MOSES L. HARVIN DIRECTOR .20 0 0 096 WILLARD ST.COCOA FL 32922

BOB HENRY DIRECTOR .20 0 0 0P.O. BOX 37, MS 2/6503MELBOURNE FL 32902

TOM JENKINS DIRECTOR .20 0 0 0700 S. PARK AVETITUSVILLE FL 32780

ROBERT JORDAN DIRECTOR .20 0 0 0

1750 LAKESIDE DR.TITUSVILLE FL 32780

DANA KILBORNE DIRECTOR .20 0 0 0

5770 N. WICKHAM ROADMELBOURNE FL 32940

ADRIAN A. LAFFITTE DIRECTOR .20 0 0 0

P.O. BOX 321399COCOA BEACH FL 32931

BARBARA LATHAM DIRECTOR .20 0 0 0

1388 S. BABCOCK ST.MELBOURNE FL 32901

DAN LEBLANC DIRECTOR .20 0 0 0

MAIL CODE: DNPSKENNEDY SPACE CENTER FL 32899

MICHAEL MAIER DIRECTOR .20 0 0 0

P.O. BOX 4127PATRICK AFB FL 32925

18



Statement 18 - Form 990, Part V-A - List of Officers Directors , Trustees , and KeyEmployees (continued )


SHANNON MEYER DIRECTOR .20 0

1005 E. STRAWBRIDGE AVENUEMELBOURNE FL 32901

GEORGE MIKITARIAN CHAIR .20 0

951 N. WASHINGTON AVETITUSVILLE FL 32796

KENDALL T MOORE DIRECTOR .20 0

1 ORANGE AVENUEROCKLEDGE FL 32955

ED MORIARTY DIRECTOR .20 0

3850 S. BANANA RIVER BLVDCOCOA BEACH FL 32931

SHIRLEY MURPHY DIRECTOR .20 0

2301 STATE ROAD 524, #150COCOA FL 32926

STAN PAYNE DIRECTOR .20 0

200 GEORGE KING BLVDCAPE CANAVERAL FL 32920

WILLIAM W. PICKAVANCE DIRECTOR .20 0

8550 S. ASTRONAUT BLVDCAPE CANAVERAL FL 32920

BRADLEY ROUB DIRECTOR .20 0

8607 MIZELL DRIVEMELBOURNE FL 32940

WILLIAM SAMPLE DIRECTOR .20 0P.O. BOX 21237KENNEDY SPACE CENTER FL 32815

Benefits Expenses

0 0

0 0

0 0

0 0

0 0

0 0

0 0

0 0

0 0

18



Statement 18 - Form 990 , Part V-A - List of Officers Directors , Trustees , and KeyEmployees (continued)


LEONARD G SANDERSON DIRECTOR .20 0

9001 ELLIS ROADWEST MELBOURNE FL 32904

DIXIE SANSOM DIRECTOR .20 0P.O. BOX 267CAPE CANAVERAL FL 32920

ANNE SPENCER DIRECTOR .20 0

1007 S FLORIDA AVENUEROCKLEDGE FL 32955

MICHAEL STEWARD DIRECTOR .20 0

P.O. BOX 21233KENNEDY SPACE CENTER FL 32815

RENEE VALLETUTTI DIRECTOR .20 0140 CRISPIN STREETMERRITT ISLAND FL 32952

GREG WATSON DIRECTOR .20 0P.O. BOX 419000MELBOURNE FL 32941

SCOTT WATSON DIRECTOR .20 0P.O. BOX 1060/MS: 308-100MELBOURNE FL 32902

ROY WRIGHT DIRECTOR .20 0P.O. BOX 320069COCOA BEACH FL 32932

WILLIAM T BRENNAN COUNCIL .20 0P.O. BOX 70MELBOURNE FL 32902

Benefits Expenses

0 0

0 0

0 0

0 0

0 0

0 0

0 0

0 0

0 0

18

4846 United Way of Brevard County Inc . 2/5/2008 4:48 PM


Statement 18 - Form 990, Part V-A - List of Officers , Directors , Trustees , and KeyEmployees (continued)


ERNEST M BRIEL COUNCIL .20 03275 SUNTREE BLVDMELBOURNE FL 32940

LAURETTE BRYAN COUNCIL .20 0

573 ROCKLEDGE DRIVEROCKLEDGE FL 32955

MICHAEL J COLEMAN COUNCIL .20 0

P.O. BOX 419000MELBOURNE FL 32941

JAMES A DRAKE COUNCIL .20 0

1519 CLEARLAKE ROADCOCOA FL 32922

WILLIAM ELLIS COUNCIL .20 06450 SOUTH US HWY 1ROCKLEDGE FL 32955

NICK E HELDRETH COUNCIL .20 0626 SUGARWOOD WAYMELBOURNE FL 32940

DR. MAXWELL C KING COUNCIL .20 01384 WALTON HEATH CTROCKLEDGE FL 32955

Benefits Expenses

0 0

0 0

0 0

0 0

0 0

0 0

0 0

MICHAEL D MEANS COUNCIL .20 0 0 06450 SOUTH US HWY 1ROCKLEDGE FL 32955

RAY NAU COUNCIL .20 0 0 0226 SHORE LANEINDIAN HARBOUR BEACH FL 32937

18



Statement 18 - Form 990, Part V-A - List of Officers Directors , Trustees , and KeyEmployees (continued )


ROBERT R. RAINS PRESIDENT 40 146,980937 DIXON BLVDCOCOA FL 32922

SUSAN MCGRATH937 DIXON BLVDCOCOA FL 32922

SUZANNE SPARLING937 DIXON BLVDCOCOA FL 32922

V. PRESIDENT 40

V. PRESIDENT 40

56,200

60,000

Benefits

29, 398

6, 942

9,501

Expenses

6, 000

0

0

18


Statement 19 - Form 990 , Part VI , Line 82b - Donated Services

Description

VOLUNTEER HOURS

TOTAL

Amount

$ 345,368

$ 345,368

19


Statement 20 - Schedule A. Part III, Line 2d - Payment of Compensation I Reimbursement ofE

Description

SEE PART V, FORM 990

20

4846 United Way of Brevard County Inc. 2/5/2008 4:48 PM59-0$36384 Federal StatementsFYE: 6/30/2007

Statement 21 - Schedule A. Part IV-A, Line 22 - Other Income

Description 2005 2004 2003 2002

MISCELLANEOUS INCOME $ 18,151 $ 68,089 $ 103,472 $ 114,068

TOTAL $ 18,151 $ 68,089 $ 103,472 $ 114,068

21

Documents

Form 990, Return ofOrganization ExemptFromIncomeTax …990s.foundationcenter.org/990_pdf_archive/590/590836384/590836384...484602/05/2008 4 48 PM Form 990, Departmentc, the Treasur