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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
937 DIXON BLVD FL 32922
DIRECTOR
40 47 , 500 14 , 572 0
MELINDA BAKER COCOA
937 DIXON BLVD FL 32922
DIR. FINANCE
40 45 , 667 10 , 178 0
FRANKLIN BARGER COCOA
937 DIXON BLVD FL 32922
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 )
Schedule A (Form 990 or 990-EZ) 2006
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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
Schedule A (Form 990 or 990-EZ) 2006
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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
Schedule A (Form 990 or 990-EZ) 2006
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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
Schedule A (Form 990 or 990-EZ) 2006
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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
4846 United Way of Brevard County Inc. 2/5/2008 4:48 PM
59-0836384 Federal StatementsFYE: 6/30/2007
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
4846 United Way of Brevard County Inc. 2/5/2008 4:48 PM
59-0836384 Federal StatementsFYE: 6/30/2007
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
4846 United Way of Brevard County Inc. 2/5/2008 4:48 PM59-0836384 Federal StatementsFYE: 6/30/2007
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
4846 United Way of Brevard County Inc. 2/5/2008 4:48 PM59-0836384 Federal StatementsFYE: 6/30/2007
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
4846 United Way of Brevard County Inc. 2/5/2008 4:48 PM
59-0836384 Federal StatementsFYE: 6/30/2007
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
4846 United Way of Brevard County Inc. 2/5/2008 4:48 PM
59-0836384 Federal StatementsFYE: 6/30/2007
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
4846 United Way of Brevard County Inc. 2/5/2008 4:48 PM59-0836384 Federal StatementsFYE: 6/30/2007
Statement 18 - Form 990, Part V-A - List of Officers , Directors , Trustees , and KeyEmployees (continued )
Name and AverageAddress Title Hours Compensation Benefits Expenses
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
4846 United Way of Brevard County Inc. 2/5/2008 4:48 PM
59-0836384 Federal StatementsFYE: 6/30/2007
Statement 18 - Form 990 Part V-A - List of Officers Directors , Trustees , and KeyEmployees continue
Name and AverageAddress Title Hours Compensation Benefits Expenses
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
4846 United Way of Brevard County Inc. 2/5/2008 4:48 PM
59-0836384 Federal StatementsFYE: 6/30/2007
Statement 18 - Form 990, Part V-A - List of Officers Directors , Trustees , and KeyEmployees (continued )
Name and AverageAddress Title Hours Compensation
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
4846 United Way of Brevard County Inc. 2/5/2008 4:48 PM
59-0836384 Federal StatementsFYE: 6/30/2007
Statement 18 - Form 990 , Part V-A - List of Officers Directors , Trustees , and KeyEmployees (continued)
Name and AverageAddress Title Hours Compensation
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
59-0836384 Federal StatementsFYE: 6/30/2007
Statement 18 - Form 990, Part V-A - List of Officers , Directors , Trustees , and KeyEmployees (continued)
Name and AverageAddress Title Hours Compensation
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
4846 United Way of Brevard County Inc. 2/5/2008 4:48 PM
59-0836384 Federal StatementsFYE: 6/30/2007
Statement 18 - Form 990, Part V-A - List of Officers Directors , Trustees , and KeyEmployees (continued )
Name and AverageAddress Title Hours Compensation
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
4846 United Way of Brevard County Inc. 2/5/2008 4:48 PM59-0836384 Federal StatementsFYE: 6/30/2007
Statement 19 - Form 990 , Part VI , Line 82b - Donated Services
Description
VOLUNTEER HOURS
TOTAL
Amount
$ 345,368
$ 345,368
19
4846 United Way of Brevard County Inc. 2/5/2008 4:48 PM59-0836384 Federal StatementsFYE: 6/30/2007
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