Form 990 (2015) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

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2 Form 990 (015) UNITED WAY SUNCOAST, INC Part III Statement of Program Servie Aomplishments 1 Chek if Shedule O ontains a response or note to any line in this Part III Briefly desrie the organization s mission: TO PROVIDE LEADERSHIP THAT IMPROVES LIVES AND CREATES LASTING COMMUNITY CHANGE BY MOBILIZING THE CARING PEOPLE OF OUR COMMUNITIES TO GIVE, ADVOCATE, AND VOLUNTEER. CONTINUED ON SCHEDULE O. Page 4 4a 4 4 Did the organization undertake any signifiant program servies during the year whih were not listed on the prior Form 990 or 990-EZ? If "Yes," desrie these new servies on Shedule O. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization ease onduting, or make signifiant hanges in how it onduts, any program servies? ~~~~~~ If "Yes," desrie these hanges on Shedule O. Desrie the organization s program servie aomplishments for eah of its three largest program servies, as measured y expenses. Setion 501()() and 501()(4) organizations are required to report the amount of grants and alloations to others, the total expenses, and revenue, if any, for eah program servie reported. ( Code: ) ( Expenses $ 5,194,9. inluding grants of $,5,18. ) ( Revenue $ 0,89. ) SUPPORT SERVICES: A NETWORK OF SERVICES IS PROVIDED TO HELP INDIVIDUALS/FAMILIES MOVE PAST IMMEDIATE NEED TO FULLY PARTICIPATE IN UNITED WAY SUNCOAST S PRIORITY AREAS OF EARLY LITERACY, YOUTH SUCCESS AND FINANCIAL STABILITY. PROGRAMS INCLUDE HEALTH, NUTRITION/FOOD ASSISTANCE, SHELTER AND SAFETY INTERVENTIONS. UNITED WAY SUNCOAST INVESTED $,578,877 DURING ,054,8. 4,61,456. EARLY LITERACY (AGES 0-1): EARLY LITERACY IS CRITICALLY IMPORTANT TO ENSURING THAT CHILDREN ARE PREPARED FOR SCHOOL AND THAT THEY THRIVE IN THE EARLY YEARS OF THEIR EDUCATION, SETTING THE PATH FOR FUTURE SUCCESS. THE UNITED WAY SUNCOAST EARLY LEARNING INITIATIVE FOCUSES ON IMPROVING SCHOOL READINESS AND EARLY GRADE READING SKILLS FOR CHILDREN IN OUR COMMUNITY. STRATEGIES INCLUDE IMPROVING THE QUALITY OF EARLY CARE AND EDUCATION, PROVIDING ACCESS TO BOOKS FOR CHILDREN, QUALITY OUT-OF-SCHOOL TIME OPPORTUNITIES THAT REINFORCE LEARNING, INCREASING PARENTAL INVOLVEMENT AND CONNECTION TO SCHOOLS, AND IMPROVING ABSENTEEISM AND TARDINESS IN TARGETED SCHOOLS AND NEIGHBORHOODS. (CONTINUED ON SCHEDULE O) ( Code: ) ( Expenses $ inluding grants of $ ) ( Revenue $ ),49,59.,49,59. 60,7. DONOR DESIGNATED CONTRIBUTIONS: CONTRIBUTIONS TO UNITED WAY THAT DONORS DIRECT TO SPECIFIC 501(C)() AGENCIES. ( Code: ) ( Expenses $ inluding grants of $ ) ( Revenue $ ) Yes Yes No No 4d Other program servies (Desrie in Shedule O.) ( Expenses $ 4,04,517. inluding grants of $,419,591. ) ( Revenue $ ) 4e Total program servie expenses 18,046,17. Form 990 (015) SEE SCHEDULE O FOR CONTINUATION(S)

3 Form 990 (015) UNITED WAY SUNCOAST, INC Part IV Cheklist of Required Shedules a a d e f Is the organization desried in setion 501()() or 4947(a)(1) (other than a private foundation)? If "Yes," omplete Shedule A~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Is the organization required to omplete Shedule B, Shedule of Contriutors? ~~~~~~~~~~~~~~~~~~~~~~ Did the organization engage in diret or indiret politial ampaign ativities on ehalf of or in opposition to andidates for puli offie? If "Yes," omplete Shedule C, Part I ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Setion 501()() organizations. Did the organization engage in loying ativities, or have a setion 501(h) eletion in effet during the tax year? If "Yes," omplete Shedule C, Part II ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Is the organization a setion 501()(4), 501()(5), or 501()(6) organization that reeives memership dues, assessments, or similar amounts as defined in Revenue Proedure 98-19? If "Yes," omplete Shedule C, Part III ~~~~~~~~~~~~~~ Did the organization maintain any donor advised funds or any similar funds or aounts for whih donors have the right to provide advie on the distriution or investment of amounts in suh funds or aounts? If "Yes," omplete Shedule D, Part I Did the organization reeive or hold a onservation easement, inluding easements to preserve open spae, the environment, histori land areas, or histori strutures? If "Yes," omplete Shedule D, Part II~~~~~~~~~~~~~~ Did the organization maintain olletions of works of art, historial treasures, or other similar assets? If "Yes," omplete Shedule D, Part III ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report an amount in Part, line 1, for esrow or ustodial aount liaility, serve as a ustodian for amounts not listed in Part ; or provide redit ounseling, det management, redit repair, or det negotiation servies? If "Yes," omplete Shedule D, Part IV ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization, diretly or through a related organization, hold assets in temporarily restrited endowments, permanent endowments, or quasi-endowments? If "Yes," omplete Shedule D, Part V ~~~~~~~~~~~~~~~~~~~~~~~~ If the organization s answer to any of the following questions is "Yes," then omplete Shedule D, Parts VI, VII, VIII, I, or as appliale. Did the organization report an amount for land, uildings, and equipment in Part, line 10? If "Yes," omplete Shedule D, Part VI ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report an amount for investments - other seurities in Part, line 1 that is 5% or more of its total assets reported in Part, line 16? If "Yes," omplete Shedule D, Part VII ~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report an amount for investments - program related in Part, line 1 that is 5% or more of its total assets reported in Part, line 16? If "Yes," omplete Shedule D, Part VIII ~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report an amount for other assets in Part, line 15 that is 5% or more of its total assets reported in Part, line 16? If "Yes," omplete Shedule D, Part I ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report an amount for other liailities in Part, line 5? If "Yes," omplete Shedule D, Part ~~~~~~ Did the organization s separate or onsolidated finanial statements for the tax year inlude a footnote that addresses the organization s liaility for unertain tax positions under FIN 48 (ASC 740)? If "Yes," omplete Shedule D, Part ~~~~ Did the organization otain separate, independent audited finanial statements for the tax year? If "Yes," omplete Shedule D, Parts I and II ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Was the organization inluded in onsolidated, independent audited finanial statements for the tax year? If "Yes," and if the organization answered "No" to line 1a, then ompleting Shedule D, Parts I and II is optional ~~~~~ Is the organization a shool desried in setion 170()(1)(A)(ii)? If "Yes," omplete Shedule E ~~~~~~~~~~~~~~ 14a Did the organization maintain an offie, employees, or agents outside of the United States? ~~~~~~~~~~~~~~~~ Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, usiness, investment, and program servie ativities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," omplete Shedule F, Parts I and IV ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report on Part I, olumn (A), line, more than $5,000 of grants or other assistane to or for any foreign organization? If "Yes," omplete Shedule F, Parts II and IV ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report on Part I, olumn (A), line, more than $5,000 of aggregate grants or other assistane to or for foreign individuals? If "Yes," omplete Shedule F, Parts III and IV ~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report a total of more than $15,000 of expenses for professional fundraising servies on Part I, olumn (A), lines 6 and 11e? If "Yes," omplete Shedule G, Part I ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report more than $15,000 total of fundraising event gross inome and ontriutions on Part VIII, lines 1 and 8a? If "Yes," omplete Shedule G, Part II ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report more than $15,000 of gross inome from gaming ativities on Part VIII, line 9a? If "Yes," omplete Shedule G, Part III a d 11e 11f 1a a Yes Page No 19 Form 990 (015)

4 Form 990 (015) UNITED WAY SUNCOAST, INC Part IV Cheklist of Required Shedules (ontinued) 0a 1 4a d 5a Setion 501()(), 501()(4), and 501()(9) organizations. Did the organization engage in an exess enefit transation with a disqualified person during the year? If "Yes," omplete Shedule L, Part I ~~~~~~~~~~~~~~~~ a Did the organization operate one or more hospital failities? If "Yes," omplete Shedule H ~~~~~~~~~~~~~~~~ If "Yes" to line 0a, did the organization attah a opy of its audited finanial statements to this return? ~~~~~~~~~~ Did the organization report more than $5,000 of grants or other assistane to any domesti organization or domesti government on Part I, olumn (A), line 1? If "Yes," omplete Shedule I, Parts I and II ~~~~~~~~~~~~~~ Did the organization report more than $5,000 of grants or other assistane to or for domesti individuals on Part I, olumn (A), line? If "Yes," omplete Shedule I, Parts I and III ~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization answer "Yes" to Part VII, Setion A, line, 4, or 5 aout ompensation of the organization s urrent and former offiers, diretors, trustees, key employees, and highest ompensated employees? If "Yes," omplete Shedule J ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization have a tax-exempt ond issue with an outstanding prinipal amount of more than $100,000 as of the last day of the year, that was issued after Deemer 1, 00? If "Yes," answer lines 4 through 4d and omplete Shedule K. If "No", go to line 5a ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization invest any proeeds of tax-exempt onds eyond a temporary period exeption? ~~~~~~~~~~~ Did the organization maintain an esrow aount other than a refunding esrow at any time during the year to defease any tax-exempt onds? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization at as an "on ehalf of" issuer for onds outstanding at any time during the year? ~~~~~~~~~~~ Is the organization aware that it engaged in an exess enefit transation with a disqualified person in a prior year, and that the transation has not een reported on any of the organization s prior Forms 990 or 990-EZ? If "Yes," omplete Shedule L, Part I ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report any amount on Part, line 5, 6, or for reeivales from or payales to any urrent or former offiers, diretors, trustees, key employees, highest ompensated employees, or disqualified persons? If "Yes," omplete Shedule L, Part II ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization provide a grant or other assistane to an offier, diretor, trustee, key employee, sustantial ontriutor or employee thereof, a grant seletion ommittee memer, or to a 5% ontrolled entity or family memer of any of these persons? If "Yes," omplete Shedule L, Part III ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Was the organization a party to a usiness transation with one of the following parties (see Shedule L, Part IV instrutions for appliale filing thresholds, onditions, and exeptions): A urrent or former offier, diretor, trustee, or key employee? If "Yes," omplete Shedule L, Part IV ~~~~~~~~~~~ A family memer of a urrent or former offier, diretor, trustee, or key employee? If "Yes," omplete Shedule L, Part IV ~~ An entity of whih a urrent or former offier, diretor, trustee, or key employee (or a family memer thereof) was an offier, diretor, trustee, or diret or indiret owner? If "Yes," omplete Shedule L, Part IV~~~~~~~~~~~~~~~~~~~~~ Did the organization reeive more than $5,000 in non-ash ontriutions? If "Yes," omplete Shedule M ~~~~~~~~~ Did the organization reeive ontriutions of art, historial treasures, or other similar assets, or qualified onservation ontriutions? If "Yes," omplete Shedule M ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization liquidate, terminate, or dissolve and ease operations? If "Yes," omplete Shedule N, Part I ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization sell, exhange, dispose of, or transfer more than 5% of its net assets? If "Yes," omplete Shedule N, Part II ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization own 100% of an entity disregarded as separate from the organization under Regulations setions and ? If "Yes," omplete Shedule R, Part I ~~~~~~~~~~~~~~~~~~~~~~~~ Was the organization related to any tax-exempt or taxale entity? If "Yes," omplete Shedule R, Part II, III, or IV, and Part V, line 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 5a Did the organization have a ontrolled entity within the meaning of setion 51()(1)? ~~~~~~~~~~~~~~~~~~ If "Yes" to line 5a, did the organization reeive any payment from or engage in any transation with a ontrolled entity within the meaning of setion 51()(1)? If "Yes," omplete Shedule R, Part V, line ~~~~~~~~~~~~~~~~~~~ Setion 501()() organizations. Did the organization make any transfers to an exempt non-haritale related organization? If "Yes," omplete Shedule R, Part V, line ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization ondut more than 5% of its ativities through an entity that is not a related organization and that is treated as a partnership for federal inome tax purposes? If "Yes," omplete Shedule R, Part VI ~~~~~~~~ Did the organization omplete Shedule O and provide explanations in Shedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to omplete Shedule O 0a 0 1 4a 4 4 4d 5a a a Yes Page 4 No 8 Form 990 (015)

5 Form 990 (015) UNITED WAY SUNCOAST, INC Page 5 Part V Statements Regarding Other IRS Filings and Tax Compliane Chek if Shedule O ontains a response or note to any line in this Part V 1a Enter the numer reported in Box of Form Enter -0- if not appliale ~~~~~~~~~~~ a Enter the numer of Forms W-G inluded in line 1a. Enter -0- if not appliale ~~~~~~~~~~ 1 Did the organization omply with akup withholding rules for reportale payments to vendors and reportale gaming If at least one is reported on line a, did the organization file all required federal employment tax returns? ~~~~~~~~~~ Note. If the sum of lines 1a and a is greater than 50, you may e required to e-file (see instrutions) ~~~~~~~~~~~ 7 Organizations that may reeive dedutile ontriutions under setion 170(). a Did the organization reeive a payment in exess of $75 made partly as a ontriution and partly for goods and servies provided to the payor? 9 1 d e f g a 1a Setion 4947(a)(1) non-exempt haritale trusts. Is the organization filing Form 990 in lieu of Form 1041? If "Yes," enter the amount of tax-exempt interest reeived or arued during the year N/A 1 a 14a (gamling) winnings to prize winners? a Enter the numer of employees reported on Form W-, Transmittal of Wage and Tax Statements, filed for the alendar year ending with or within the year overed y this return ~~~~~~~~~~ Did the organization have unrelated usiness gross inome of $1,000 or more during the year? ~~~~~~~~~~~~~~ If "Yes," has it filed a Form 990-T for this year? If "No," to line, provide an explanation in Shedule O ~~~~~~~~~~ 4a At any time during the alendar year, did the organization have an interest in, or a signature or other authority over, a finanial aount in a foreign ountry (suh as a ank aount, seurities aount, or other finanial aount)?~~~~~~~ If "Yes," enter the name of the foreign ountry: J See instrutions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Finanial Aounts (FBAR). 5a Was the organization a party to a prohiited tax shelter transation at any time during the tax year? ~~~~~~~~~~~~ Did any taxale party notify the organization that it was or is a party to a prohiited tax shelter transation? ~~~~~~~~~ If "Yes," to line 5a or 5, did the organization file Form 8886-T? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6a Does the organization have annual gross reeipts that are normally greater than $100,000, and did the organization soliit any ontriutions that were not tax dedutile as haritale ontriutions? If "Yes," did the organization inlude with every soliitation an express statement that suh ontriutions or gifts were not tax dedutile? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes," did the organization notify the donor of the value of the goods or servies provided? Note. See the instrutions for additional information the organization must report on Shedule O. Did the organization reeive any payments for indoor tanning servies during the tax year? ~~~~~~~~~~~~~~~~ If "Yes," has it filed a Form 70 to report these payments? If "No," provide an explanation in Shedule O 1a a ~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization sell, exhange, or otherwise dispose of tangile personal property for whih it was required to file Form 88? ~~~~~~~~~~~~~~~ If "Yes," indiate the numer of Forms 88 filed during the year ~~~~~~~~~~~~~~~~ Did the organization reeive any funds, diretly or indiretly, to pay premiums on a personal enefit ontrat? Did the organization, during the year, pay premiums, diretly or indiretly, on a personal enefit ontrat? 7d 10a 10 11a ~~~~~~~ ~~~~~~~~~ If the organization reeived a ontriution of qualified intelletual property, did the organization file Form 8899 as required? ~ h If the organization reeived a ontriution of ars, oats, airplanes, or other vehiles, did the organization file a Form 1098-C? 8 Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained y the N/A sponsoring organization have exess usiness holdings at any time during the year? ~~~~~~~~~~~~~~~~~~~ Sponsoring organizations maintaining donor advised funds. Did the sponsoring organization make any taxale distriutions under setion 4966? ~~~~~~~~~~~~~~~~~~~ N/A Did the sponsoring organization make a distriution to a donor, donor advisor, or related person? ~~~~~~~~~~~~~ N/A 10 Setion 501()(7) organizations. Enter: a Initiation fees and apital ontriutions inluded on Part VIII, line 1 ~~~~~~~~~~~~~~~ N/A Gross reeipts, inluded on Form 990, Part VIII, line 1, for puli use of lu failities ~~~~~~ 11 Setion 501()(1) organizations. Enter: a Gross inome from memers or shareholders ~~~~~~~~~~~~~~~~~~~~~~~~~~ N/A Gross inome from other soures (Do not net amounts due or paid to other soures against amounts due or reeived from them.) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Setion 501()(9) qualified nonprofit health insurane issuers. Is the organization liensed to issue qualified health plans in more than one state? ~~~~~~~~~~~~~~~~~~~~~ N/A Enter the amount of reserves the organization is required to maintain y the states in whih the organization is liensed to issue qualified health plans ~~~~~~~~~~~~~~~~~~~~~~ Enter the amount of reserves on hand~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ a 4a 5a 5 5 6a 6 7a 7 7 7e 7f 7g 7h 8 9a 9 1a 1a 14a Yes No N/A N/A 14 Form 990 (015) 5

6 Form 990 (015) UNITED WAY SUNCOAST, INC Page 6 Part VI Governane, Management, and Dislosure For eah "Yes" response to lines through 7 elow, and for a "No" response to line 8a, 8, or 10 elow, desrie the irumstanes, proesses, or hanges in Shedule O. See instrutions. Chek if Shedule O ontains a response or note to any line in this Part VI Setion A. Governing Body and Management 1a Enter the numer of voting memers of the governing ody at the end of the tax year ~~~~~~ If there are material differenes in voting rights among memers of the governing ody, or if the governing a 9 Is there any offier, diretor, trustee, or key employee listed in Part VII, Setion A, who annot e reahed at the organization s mailing address? If "Yes," provide the names and addresses in Shedule O Setion B. Poliies (This Setion B requests information aout poliies not required y the Internal Revenue Code.) 1a a 16a exempt status with respet to suh arrangements? Setion C. Dislosure 17 List the states with whih a opy of this Form 990 is required to e filed JFL ody delegated road authority to an exeutive ommittee or similar ommittee, explain in Shedule O. Enter the numer of voting memers inluded in line 1a, aove, who are independent ~~~~~~ Did any offier, diretor, trustee, or key employee have a family relationship or a usiness relationship with any other offier, diretor, trustee, or key employee? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization delegate ontrol over management duties ustomarily performed y or under the diret supervision of offiers, diretors, or trustees, or key employees to a management ompany or other person? ~~~~~~~~~~~~~~ Did the organization make any signifiant hanges to its governing douments sine the prior Form 990 was filed? ~~~~~ Did the organization eome aware during the year of a signifiant diversion of the organization s assets? ~~~~~~~~~ Did the organization have memers or stokholders? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7a Did the organization have memers, stokholders, or other persons who had the power to elet or appoint one or more memers of the governing ody? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Are any governane deisions of the organization reserved to (or sujet to approval y) memers, stokholders, or persons other than the governing ody? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization ontemporaneously doument the meetings held or written ations undertaken during the year y the following: The governing ody? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Eah ommittee with authority to at on ehalf of the governing ody? Desrie in Shedule O the proess, if any, used y the organization to review this Form 990. Did the organization have a written onflit of interest poliy? If "No," go to line 1 ~~~~~~~~~~~~~~~~~~~~ Were offiers, diretors, or trustees, and key employees required to dislose annually interests that ould give rise to onflits? ~~~~~~ Did the organization regularly and onsistently monitor and enfore ompliane with the poliy? If "Yes," desrie in Shedule O how this was done ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ for puli inspetion. Indiate how you made these availale. Chek all that apply. Own wesite Another s wesite Upon request Other (explain in Shedule O) 1a 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~ 10a Did the organization have loal hapters, ranhes, or affiliates? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes," did the organization have written poliies and proedures governing the ativities of suh hapters, affiliates, and ranhes to ensure their operations are onsistent with the organization s exempt purposes? ~~~~~~~~~~~~~ 11a Has the organization provided a omplete opy of this Form 990 to all memers of its governing ody efore filing the form? Did the organization have a written whistlelower poliy? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization have a written doument retention and destrution poliy? ~~~~~~~~~~~~~~~~~~~~~~ Did the proess for determining ompensation of the following persons inlude a review and approval y independent persons, omparaility data, and ontemporaneous sustantiation of the delieration and deision? The organization s CEO, Exeutive Diretor, or top management offiial Other offiers or key employees of the organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes" to line 15a or 15, desrie the proess in Shedule O (see instrutions). ~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization invest in, ontriute assets to, or partiipate in a joint venture or similar arrangement with a taxale entity during the year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes," did the organization follow a written poliy or proedure requiring the organization to evaluate its partiipation in joint venture arrangements under appliale federal tax law, and take steps to safeguard the organization s Setion 6104 requires an organization to make its Forms 10 (or 104 if appliale), 990, and 990-T (Setion 501()()s only) availale Desrie in Shedule O whether (and if so, how) the organization made its governing douments, onflit of interest poliy, and finanial statements availale to the puli during the tax year. 0 State the name, address, and telephone numer of the person who possesses the organization s ooks and reords: MINDY FOREY, VP FINANCE & OPERATIONS - (81) W KENNEDY BLVD, STE 600, TAMPA, FL Form 990 (015) a 7 8a a 10 11a 1a a 15 16a 16 Yes Yes No No

7 Form 990 (015) UNITED WAY SUNCOAST, INC Page 7 Part VII Compensation of Offiers, Diretors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contrators Chek if Shedule O ontains a response or note to any line in this Part VII Setion A. Offiers, Diretors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this tale for all persons required to e listed. Report ompensation for the alendar year ending with or within the organization s tax year. List all of the organization s urrent offiers, diretors, trustees (whether individuals or organizations), regardless of amount of ompensation. Enter -0- in olumns (D), (E), and (F) if no ompensation was paid. List all of the organization s urrent key employees, if any. See instrutions for definition of "key employee." List the organization s five urrent highest ompensated employees (other than an offier, diretor, trustee, or key employee) who reeived reportale ompensation (Box 5 of Form W- and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. List all of the organization s former offiers, key employees, and highest ompensated employees who reeived more than $100,000 of reportale ompensation from the organization and any related organizations. List all of the organization s former diretors or trustees that reeived, in the apaity as a former diretor or trustee of the organization, more than $10,000 of reportale ompensation from the organization and any related organizations. List persons in the following order: individual trustees or diretors; institutional trustees; offiers; key employees; highest ompensated employees; and former suh persons. Chek this ox if neither the organization nor any related organization ompensated any urrent offier, diretor, or trustee. (A) (B) (C) (D) (E) (F) Name and Title Average Position (do not hek more than one Reportale Reportale hours per week ox, unless person is oth an offier and a diretor/trustee) ompensation from ompensation from related (list any the organizations hours for organization (W-/1099-MISC) related (W-/1099-MISC) organizations elow line) Individual trustee or diretor Institutional trustee Offier Key employee Highest ompensated employee Former Estimated amount of other ompensation from the organization and related organizations (1) MARK FERNANDEZ.00 BOARD CHAIR () ERIC BAILEY.00 VICE CHAIR () KIMBERLY HOPPER.00 SECRETARY (4) DAN VIGNE.00 TREASURER (5) BILL MERRILL.00 IMMEDIATE PAST CHAIR (6) MIKE BRENNAN.00 DIRECTOR (7) BRIAN DEMING.00 DIRECTOR (8) RAE DOWLING.00 DIRECTOR (9) BOB DUTKOWSKY.00 DIRECTOR (10) ROB LANE.00 DIRECTOR (11) PETE NORDEN.00 DIRECTOR (1) DAVID PIZZO.00 DIRECTOR (1) PAUL REILLY.00 DIRECTOR (14) STU ROGEL.00 DIRECTOR (15) ALE SINK.00 DIRECTOR (16) DAVID WALKER.00 DIRECTOR (17) BOB BECHTEL.00 DIRECTOR Form 990 (015) 7

8 Form 990 (015) UNITED WAY SUNCOAST, INC Page 8 Part VII Setion A. Offiers, Diretors, Trustees, Key Employees, and Highest Compensated Employees (ontinued) (A) (B) (C) (D) (E) (F) Name and title Average Position (do not hek more than one Reportale Reportale Estimated hours per ox, unless person is oth an ompensation ompensation amount of week offier and a diretor/trustee) from from related other (list any the organizations ompensation hours for organization (W-/1099-MISC) from the related (W-/1099-MISC) organization organizations and related elow organizations line) 1 4 d Su-total~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Total from ontinuation sheets to Part VII, Setion A ~~~~~~~~~~ Total (add lines 1 and 1) Individual trustee or diretor Institutional trustee Did the organization list any former offier, diretor, or trustee, key employee, or highest ompensated employee on line 1a? If "Yes," omplete Shedule J for suh individual ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 5 Did any person listed on line 1a reeive or arue ompensation from any unrelated organization or individual for servies rendered to the organization? If "Yes," omplete Shedule J for suh person Setion B. Independent Contrators 1 Total numer of individuals (inluding ut not limited to those listed aove) who reeived more than $100,000 of reportale ompensation from the organization For any individual listed on line 1a, is the sum of reportale ompensation and other ompensation from the organization and related organizations greater than $150,000? If "Yes," omplete Shedule J for suh individual~~~~~~~~~~~~~ Offier (18) SUZANNE MCCORMICK PRESIDENT & CEO 1, ,76. (19) CARRIE ZEISSE CHIEF OPERATING OFFICER 9, ,8. (0) EMERY IVERY TAMPA AREA PRESIDENT 16, ,48. (1) MIREYA EAVEY SARASOTA AREA PRESIDENT () DEANNE WILLSEY CHIEF MARKETING OFFICER 10, ,1. () JAMIE RENEE CHIEF DEVELOPMENT OFFICER 10, ,68. (4) MINDY FOREY VP, FINANCE & OPERATIONS 78, ,818. (5) DAVID OSBORNE SENIOR VP, INDIVIDUAL PHILANTHROPY 105, ,171. (6) SUSAN CASPER FORMER CFO (SEPARATION DATE 6/5/15) 117, ,8. Complete this tale for your five highest ompensated independent ontrators that reeived more than $100,000 of ompensation from the organization. Report ompensation for the alendar year ending with or within the organization s tax year. Key employee Highest ompensated employee Former 91, , , ,660. (A) (B) (C) Name and usiness address NONE Desription of servies Compensation 4 5 Yes No Total numer of independent ontrators (inluding ut not limited to those listed aove) who reeived more than $100,000 of ompensation from the organization 0 Form 990 (015) 8

9 Form 990 (015) UNITED WAY SUNCOAST, INC Part VIII Statement of Revenue Contriutions, Gifts, Grants and Other Similar Amounts Program Servie Revenue Other Revenue 1 a d e f g Nonash ontriutions inluded in lines 1a-1f: $ h 1a 1 1 1d 1e 1f Total. Add lines 1a-1f Business Code a SERVICE FEES ,7. 60,7. FUNDRAISING FEES ,89. 0, d e f g 6 a d d 9 a 10 a 11 a Government grants (ontriutions) All other ontriutions, gifts, grants, and similar amounts not inluded aove ~~ Total. Add lines a-f a a a Business Code Page 9 Chek if Shedule O ontains a response or note to any line in this Part VIII (A) (B) (C) (D) Total revenue Related or Unrelated Revenue exluded exempt funtion usiness from tax under setions revenue revenue Federated ampaigns Memership dues ~~~~~~ ~~~~~~~~ Fundraising events ~~~~~~~~ Related organizations ~~~~~~ All other program servie revenue ~~~~~ Investment inome (inluding dividends, interest, and other similar amounts) ~~~~~~~~~~~~~~~~~ Inome from investment of tax-exempt ond proeeds Royalties Gross rents ~~~~~~~ Less: rental expenses~~~ Rental inome or (loss) ~~ Net rental inome or (loss) 7 a Gross amount from sales of assets other than inventory Less: ost or other asis and sales expenses ~~~ Gain or (loss) ~~~~~~~ (i) Real (ii) Personal (i) Seurities 4,966,46. (ii) Other Net gain or (loss) 8 a Gross inome from fundraising events (not inluding $ 185,160. of ontriutions reported on line 1). See Part IV, line 18 ~~~~~~~~~~~~~ Less: diret expenses~~~~~~~~~~ Net inome or (loss) from fundraising events Gross inome from gaming ativities. See Part IV, line 19 ~~~~~~~~~~~~~ Less: diret expenses ~~~~~~~~~ Net inome or (loss) from gaming ativities Gross sales of inventory, less returns and allowanes ~~~~~~~~~~~~~ Less: ost of goods sold ~~~~~~~~ Net inome or (loss) from sales of inventory Misellaneous Revenue 481, , ,6. 19,787, ,968. 4,748, , , , ,9. 159,096. 0,51, , , , , , ,80. -8,80. d All other revenue ~~~~~~~~~~~~~ ,566. 1,566. e Total. Add lines 11a-11d ~~~~~~~~~~~~~~~ 1, Total revenue. See instrutions. 1,618,97. 46, , Form 990 (015) 9

10 Form 990 (015) UNITED WAY SUNCOAST, INC Part I Statement of Funtional Expenses Setion 501()() and 501()(4) organizations must omplete all olumns. All other organizations must omplete olumn (A). Chek if Shedule O ontains a response or note to any line in this Part I Do not inlude amounts reported on lines 6, (A) (B) (C) (D) 7, 8, 9, and 10 of Part VIII. Total expenses Program servie Management and Fundraising expenses general expenses expenses 1 Grants and other assistane to domesti organizations and domesti governments. See Part IV, line 1 ~ 14,7, ,7, a d e f g a d Grants and other assistane to domesti individuals. See Part IV, line ~~~~~~~ Grants and other assistane to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ~~~ Benefits paid to or for memers ~~~~~~~ Compensation of urrent offiers, diretors, trustees, and key employees ~~~~~~~~ Compensation not inluded aove, to disqualified persons (as defined under setion 4958(f)(1)) and persons desried in setion 4958()()(B) ~~~ Other salaries and wages ~~~~~~~~~~ Pension plan aruals and ontriutions (inlude setion 401(k) and 40() employer ontriutions) Other employee enefits ~~~~~~~~~~ Payroll taxes ~~~~~~~~~~~~~~~~ Fees for servies (non-employees): Management ~~~~~~~~~~~~~~~~ Legal ~~~~~~~~~~~~~~~~~~~~ Aounting ~~~~~~~~~~~~~~~~~ Loying ~~~~~~~~~~~~~~~~~~ Professional fundraising servies. See Part IV, line 17 Investment management fees ~~~~~~~~ Other. (If line 11g amount exeeds 10% of line 5, olumn (A) amount, list line 11g expenses on Sh O.) Advertising and promotion ~~~~~~~~~ Offie expenses~~~~~~~~~~~~~~~ Information tehnology ~~~~~~~~~~~ Royalties ~~~~~~~~~~~~~~~~~~ Oupany ~~~~~~~~~~~~~~~~~ Travel ~~~~~~~~~~~~~~~~~~~ Payments of travel or entertainment expenses for any federal, state, or loal puli offiials Conferenes, onventions, and meetings ~~ Interest ~~~~~~~~~~~~~~~~~~ Payments to affiliates ~~~~~~~~~~~~ Depreiation, depletion, and amortization ~~ Insurane ~~~~~~~~~~~~~~~~~ Other expenses. Itemize expenses not overed aove. (List misellaneous expenses in line 4e. If line 4e amount exeeds 10% of line 5, olumn (A) amount, list line 4e expenses on Shedule O.) ~~ e All other expenses 5 Total funtional expenses. Add lines 1 through 4e 6 Joint osts. Complete this line only if the organization reported in olumn (B) joint osts from a omined eduational ampaign and fundraising soliitation. Chek here if following SOP 98- (ASC ) 6,104. 6,104. Page 10 1,08, ,08. 46,50. 85,89.,115,56. 1,41,56. 76,8. 99, ,4. 7, ,75. 46,7. 6, , , , ,48. 18, ,61. 19,998. 5,98.,9., ,585. 4, , , , ,718. 7,770. 7, ,151. 1, ,19. 19, ,48. 5,914. 9, , ,84. 81, , ,69. 60,79. 64, ,49. 54, , ,565. 9,8. 4, ,665. 1, , , , ,49. 5,01. 1,14.,704. 1,166. 1,879. 9,91. 6,19. 74, ,48. 10,580. 9, ,058. 5,694. 1,69. 4,968. 7, ,580.,09. 5,94. 1,194.,597,66. 18,046,17.,414,90.,16, Form 990 (015) 10

11 Form 990 (015) UNITED WAY SUNCOAST, INC Page 11 Part Balane Sheet Chek if Shedule O ontains a response or note to any line in this Part Net Assets or Fund Balanes Liailities Assets (A) (B) Beginning of year End of year 1 Cash - non-interest-earing ~~~~~~~~~~~~~~~~~~~~~~~~~,841,607. 1,079,511. Savings and temporary ash investments ~~~~~~~~~~~~~~~~~~ 65, ,0. Pledges and grants reeivale, net ~~~~~~~~~~~~~~~~~~~~~ 7,865,97. 6,644,85. 4 Aounts reeivale, net ~~~~~~~~~~~~~~~~~~~~~~~~~~ 58, , Loans and other reeivales from urrent and former offiers, diretors, trustees, key employees, and highest ompensated employees. Complete Part II of Shedule L ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 5 6 Loans and other reeivales from other disqualified persons (as defined under setion 4958(f)(1)), persons desried in setion 4958()()(B), and ontriuting employers and sponsoring organizations of setion 501()(9) voluntary 7 employees enefiiary organizations (see instr). Complete Part II of Sh L ~~ Notes and loans reeivale, net ~~~~~~~~~~~~~~~~~~~~~~~ Inventories for sale or use ~~~~~~~~~~~~~~~~~~~~~~~~~~ 8 9 Prepaid expenses and deferred harges ~~~~~~~~~~~~~~~~~~ 80, ,00. 10a Land, uildings, and equipment: ost or other asis. Complete Part VI of Shedule D ~~~ 10a 1,97,56. Less: aumulated depreiation ~~~~~~ 10 1,8, , , Investments - pulily traded seurities ~~~~~~~~~~~~~~~~~~~,50,8. 11,585,81. 1 Investments - other seurities. See Part IV, line 11 ~~~~~~~~~~~~~~ 1 1 Investments - program-related. See Part IV, line 11 ~~~~~~~~~~~~~ 1 14 Intangile assets ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Other assets. See Part IV, line 11 ~~~~~~~~~~~~~~~~~~~~~~ 1,79, ,0, Total assets. Add lines 1 through 15 (must equal line 4) 6,87, ,47, Aounts payale and arued expenses ~~~~~~~~~~~~~~~~~~ 79, ,4. 18 Grants payale ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6,808, ,406, Deferred revenue ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 64, , Tax-exempt ond liailities ~~~~~~~~~~~~~~~~~~~~~~~~~ 0 1 Esrow or ustodial aount liaility. Complete Part IV of Shedule D ~~~~ 1 Loans and other payales to urrent and former offiers, diretors, trustees, key employees, highest ompensated employees, and disqualified persons. Complete Part II of Shedule L ~~~~~~~~~~~~~~~~~~~~~~~ Seured mortgages and notes payale to unrelated third parties ~~~~~~ 4 5 Unseured notes and loans payale to unrelated third parties ~~~~~~~~ Other liailities (inluding federal inome tax, payales to related third 4 parties, and other liailities not inluded on lines 17-4). Complete Part of Shedule D ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1,44, ,400,88. 6 Total liailities. Add lines 17 through 5 9,7, ,801,596. Organizations that follow SFAS 117 (ASC 958), hek here and omplete lines 7 through 9, and lines and 4. 7 Unrestrited net assets ~~~~~~~~~~~~~~~~~~~~~~~~~~~ 17,490, ,415,58. 8 Temporarily restrited net assets ~~~~~~~~~~~~~~~~~~~~~~ 5,56,0. 8 5,11, Permanently restrited net assets ~~~~~~~~~~~~~~~~~~~~~ 4,0, ,04,85. Organizations that do not follow SFAS 117 (ASC 958), hek here and omplete lines 0 through Capital stok or trust prinipal, or urrent funds ~~~~~~~~~~~~~~~ Paid-in or apital surplus, or land, uilding, or equipment fund ~~~~~~~~ 0 1 Retained earnings, endowment, aumulated inome, or other funds ~~~~ Total net assets or fund alanes ~~~~~~~~~~~~~~~~~~~~~~ 7,050,55. 5,670, Total liailities and net assets/fund alanes 6,87, ,47,491. Form 990 (015)

12 Form 990 (015) UNITED WAY SUNCOAST, INC Page 1 Part I Reoniliation of Net Assets Chek if Shedule O ontains a response or note to any line in this Part I a Total revenue (must equal Part VIII, olumn (A), line 1) Total expenses (must equal Part I, olumn (A), line 5) ~~~~~~~~~~~~~~~~~~~~~~~~~~ Revenue less expenses. Sutrat line from line 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Net assets or fund alanes at eginning of year (must equal Part, line, olumn (A)) ~~~~~~~~~~ Net unrealized gains (losses) on investments Donated servies and use of failities Investment expenses Prior period adjustments ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Other hanges in net assets or fund alanes (explain in Shedule O) ~~~~~~~~~~~~~~~~~~~ 10 Net assets or fund alanes at end of year. Comine lines through 9 (must equal Part, line, olumn (B)) 10 5,670,895. Part II Finanial Statements and Reporting Chek if Shedule O ontains a response or note to any line in this Part II Yes No 1 Aounting method used to prepare the Form 990: Cash Arual Other If the organization hanged its method of aounting from a prior year or heked "Other," explain in Shedule O. Were the organization s finanial statements ompiled or reviewed y an independent aountant? ~~~~~~~~~~~~ If "Yes," hek a ox elow to indiate whether the finanial statements for the year were ompiled or reviewed on a separate asis, onsolidated asis, or oth: Separate asis Consolidated asis Both onsolidated and separate asis Were the organization s finanial statements audited y an independent aountant? ~~~~~~~~~~~~~~~~~~~ If "Yes," hek a ox elow to indiate whether the finanial statements for the year were audited on a separate asis, onsolidated asis, or oth: Separate asis Consolidated asis Both onsolidated and separate asis If "Yes" to line a or, does the organization have a ommittee that assumes responsiility for oversight of the audit, review, or ompilation of its finanial statements and seletion of an independent aountant?~~~~~~~~~~~~~~~ If the organization hanged either its oversight proess or seletion proess during the tax year, explain in Shedule O. a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit At and OMB Cirular A-1? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Shedule O and desrie any steps taken to undergo suh audits ,618,97.,597, ,969. 7,050, , , ,567. a a Form 990 (015)

13 OMB No SCHEDULE A (Form 990 or 990-EZ) Puli Charity Status and Puli Support Complete if the organization is a setion 501()() organization or a setion (a)(1) nonexempt haritale trust. Department of the Treasury Attah to Form 990 or Form 990-EZ. Open to Puli Internal Revenue Servie Information aout Shedule A (Form 990 or 990-EZ) and its instrutions is at Inspetion Name of the organization Employer identifiation numer UNITED WAY SUNCOAST, INC Part I Reason for Puli Charity Status (All organizations must omplete this part.) See instrutions. The organization is not a private foundation eause it is: (For lines 1 through 11, hek only one ox.) a d e f g A hurh, onvention of hurhes, or assoiation of hurhes desried in setion 170()(1)(A)(i). A shool desried in setion 170()(1)(A)(ii). (Attah Shedule E (Form 990 or 990-EZ).) A hospital or a ooperative hospital servie organization desried in setion 170()(1)(A)(iii). A medial researh organization operated in onjuntion with a hospital desried in setion 170()(1)(A)(iii). Enter the hospital s name, ity, and state: An organization operated for the enefit of a ollege or university owned or operated y a governmental unit desried in setion 170()(1)(A)(iv). (Complete Part II.) A federal, state, or loal government or governmental unit desried in setion 170()(1)(A)(v). An organization that normally reeives a sustantial part of its support from a governmental unit or from the general puli desried in setion 170()(1)(A)(vi). (Complete Part II.) A ommunity trust desried in setion 170()(1)(A)(vi). (Complete Part II.) An organization that normally reeives: (1) more than 1/% of its support from ontriutions, memership fees, and gross reeipts from ativities related to its exempt funtions - sujet to ertain exeptions, and () no more than 1/% of its support from gross investment inome and unrelated usiness taxale inome (less setion 511 tax) from usinesses aquired y the organization after June 0, See setion 509(a)(). (Complete Part III.) An organization organized and operated exlusively to test for puli safety. See setion 509(a)(4). An organization organized and operated exlusively for the enefit of, to perform the funtions of, or to arry out the purposes of one or more pulily supported organizations desried in setion 509(a)(1) or setion 509(a)(). See setion 509(a)(). Chek the ox in lines 11a through 11d that desries the type of supporting organization and omplete lines 11e, 11f, and 11g. Type I. A supporting organization operated, supervised, or ontrolled y its supported organization(s), typially y giving the supported organization(s) the power to regularly appoint or elet a majority of the diretors or trustees of the supporting organization. You must omplete Part IV, Setions A and B. Type II. A supporting organization supervised or ontrolled in onnetion with its supported organization(s), y having ontrol or management of the supporting organization vested in the same persons that ontrol or manage the supported organization(s). You must omplete Part IV, Setions A and C. Type III funtionally integrated. A supporting organization operated in onnetion with, and funtionally integrated with, its supported organization(s) (see instrutions). You must omplete Part IV, Setions A, D, and E. Type III non-funtionally integrated. A supporting organization operated in onnetion with its supported organization(s) that is not funtionally integrated. The organization generally must satisfy a distriution requirement and an attentiveness requirement (see instrutions). You must omplete Part IV, Setions A and D, and Part V. Chek this ox if the organization reeived a written determination from the IRS that it is a Type I, Type II, Type III funtionally integrated, or Type III non-funtionally integrated supporting organization. Enter the numer of supported organizations ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Provide the following information aout the supported organization(s). (i) Name of supported (ii) EIN (iii) Type of organization (iv) Is the organization (v) Amount of monetary (vi) Amount of organization (desried on lines 1-9 listed in your support (see other support (see aove (see instrutions)) governing doument? instrutions) instrutions) Yes No Total LHA For Paperwork Redution At Notie, see the Instrutions for Shedule A (Form 990 or 990-EZ) 015 Form 990 or 990-EZ

14 Shedule A (Form 990 or 990-EZ) 015 UNITED WAY SUNCOAST, INC Page Part II Support Shedule for Organizations Desried in Setions 170()(1)(A)(iv) and 170()(1)(A)(vi) (Complete only if you heked the ox on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed elow, please omplete Part III.) Setion A. Puli Support Calendar year (or fisal year eginning in) Total. Add lines 1 through ~~~ 6 Puli support. Sutrat line 5 from line 4. Calendar year (or fisal year eginning in) assets (Explain in Part VI.) ~~~~ Total support. Add lines 7 through 10 (a) 011 () 01 () 01 (d) 014 (e) 015 (f) Total (a) 011 () 01 () 01 (d) 014 (e) 015 (f) Total 1,06,490. 5,70,54.,916,516.,715,88. 0,51, ,90,10. First five years. If the Form 990 is for the organization s first, seond, third, fourth, or fifth tax year as a setion 501()() organization, hek this ox and stop here Setion C. Computation of Puli Support Perentage 14 Puli support perentage for 015 (line 6, olumn (f) divided y line 11, olumn (f)) ~~~~~~~~~~~~ Puli support perentage from 014 Shedule A, Part II, line 14 ~~~~~~~~~~~~~~~~~~~~~ a 10% -fats-and-irumstanes test If the organization did not hek a ox on line 1, 16a, or 16, and line 14 is 10% or more, 18 Gifts, grants, ontriutions, and memership fees reeived. (Do not inlude any "unusual grants.") ~~ Tax revenues levied for the organization s enefit and either paid to or expended on its ehalf ~~~~ The value of servies or failities furnished y a governmental unit to the organization without harge ~ The portion of total ontriutions y eah person (other than a governmental unit or pulily supported organization) inluded on line 1 that exeeds % of the amount shown on line 11, olumn (f) ~~~~~~~~~~~~ Setion B. Total Support Amounts from line 4 ~~~~~~~ Gross inome from interest, dividends, payments reeived on seurities loans, rents, royalties and inome from similar soures ~ Net inome from unrelated usiness ativities, whether or not the usiness is regularly arried on ~ Other inome. Do not inlude gain or loss from the sale of apital 1,06,490. 5,70,54.,916,516.,715,88. 0,51, ,90,10. 1,06,490. 5,70,54.,916,516.,715,88. 0,51, ,90,10. Gross reeipts from related ativities, et. (see instrutions) ~~~~~~~~~~~~~~~~~~~~~~~ 1/% support test If the organization did not hek a ox on line 1 or 16a, and line 15 is 1/% or more, hek this ox and stop here. The organization qualifies as a pulily supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ and if the organization meets the "fats-and-irumstanes" test, hek this ox and stop here. Explain in Part VI how the organization meets the "fats-and-irumstanes" test. The organization qualifies as a pulily supported organization ~~~~~~~~~~~~~~~ 10% -fats-and-irumstanes test If the organization did not hek a ox on line 1, 16a, 16, or 17a, and line 15 is 10% or more, and if the organization meets the "fats-and-irumstanes" test, hek this ox and stop here. Explain in Part VI how the 18,86,5. 94,065, ,9. 4, , , ,800. 1,956,44. 6,10. 6,076. 6,71. 1,77. 1, ,9. 114,96,98. 1,84,18. 16a 1/% support test If the organization did not hek the ox on line 1, and line 14 is 1/% or more, hek this ox and stop here. The organization qualifies as a pulily supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ organization meets the "fats-and-irumstanes" test. The organization qualifies as a pulily supported organization ~~~~~~~~ Private foundation. If the organization did not hek a ox on line 1, 16a, 16, 17a, or 17, hek this ox and see instrutions Shedule A (Form 990 or 990-EZ) 015 % %

15 Shedule A (Form 990 or 990-EZ) 015 UNITED WAY SUNCOAST, INC Part III Support Shedule for Organizations Desried in Setion 509(a)() Calendar year (or fisal year eginning in) The value of servies or failities furnished y a governmental unit to the organization without harge ~ Total. Add lines 1 through 5 ~~~ 7a Amounts inluded on lines 1,, and reeived from disqualified persons Amounts inluded on lines and reeived from other than disqualified persons that exeed the greater of $5,000 or 1% of the amount on line 1 for the year ~~~~~~ Add lines 7a and 7 ~~~~~~~ 8 Puli support. (Sutrat line 7 from line 6.) Calendar year (or fisal year eginning in) 9 Amounts from line 6 ~~~~~~~ 10a Gross inome from interest, dividends, payments reeived on seurities loans, rents, royalties and inome from similar soures ~ Unrelated usiness taxale inome (less setion 511 taxes) from usinesses aquired after June 0, 1975 ~~~~ (a) 011 () 01 () 01 (d) 014 (e) 015 (f) Total (a) 011 () 01 () 01 (d) 014 (e) 015 (f) Total 14 First five years. If the Form 990 is for the organization s first, seond, third, fourth, or fifth tax year as a setion 501()() organization, hek this ox and stop here Setion C. Computation of Puli Support Perentage Puli support perentage from 014 Shedule A, Part III, line 15 Setion D. Computation of Investment Inome Perentage Page Puli support perentage for 015 (line 8, olumn (f) divided y line 1, olumn (f)) ~~~~~~~~~~~~ 15 % 19a 1/% support tests If the organization did not hek the ox on line 14, and line 15 is more than 1/%, and line 17 is not 0 (Complete only if you heked the ox on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed elow, please omplete Part II.) Setion A. Puli Support Gifts, grants, ontriutions, and memership fees reeived. (Do not inlude any "unusual grants.") ~~ Gross reeipts from admissions, merhandise sold or servies performed, or failities furnished in any ativity that is related to the organization s tax-exempt purpose Gross reeipts from ativities that are not an unrelated trade or usiness under setion 51 ~~~~~ Tax revenues levied for the organization s enefit and either paid to or expended on its ehalf ~~~~ Setion B. Total Support Add lines 10a and 10 ~~~~~~ Net inome from unrelated usiness ativities not inluded in line 10, whether or not the usiness is regularly arried on ~~~~~~~ Other inome. Do not inlude gain or loss from the sale of apital assets (Explain in Part VI.) ~~~~ Total support. (Add lines 9, 10, 11, and 1.) Investment inome perentage for 015 (line 10, olumn (f) divided y line 1, olumn (f)) Investment inome perentage from 014 Shedule A, Part III, line 17 ~~~~~~~~~~~~~~~~~~ 16 ~~~~~~~~ 17 % more than 1/%, hek this ox and stop here. The organization qualifies as a pulily supported organization ~~~~~~~~~~ 1/% support tests If the organization did not hek a ox on line 14 or line 19a, and line 16 is more than 1/%, and line 18 is not more than 1/%, hek this ox and stop here. The organization qualifies as a pulily supported organization~~~~ Private foundation. If the organization did not hek a ox on line 14, 19a, or 19, hek this ox and see instrutions Shedule A (Form 990 or 990-EZ) % %

16 Shedule A (Form 990 or 990-EZ) 015 UNITED WAY SUNCOAST, INC Page 4 Part IV Supporting Organizations (Complete only if you heked a ox in line 11 on Part I. If you heked 11a of Part I, omplete Setions A and B. If you heked 11 of Part I, omplete Setions A and C. If you heked 11 of Part I, omplete Setions A, D, and E. If you heked 11d of Part I, omplete Setions A and D, and omplete Part V.) Setion A. All Supporting Organizations Yes No 1 Are all of the organization s supported organizations listed y name in the organization s governing douments? If "No" desrie in Part VI how the supported organizations are designated. If designated y lass or purpose, desrie the designation. If histori and ontinuing relationship, explain. 1 Did the organization have any supported organization that does not have an IRS determination of status under setion 509(a)(1) or ()? If "Yes," explain in Part VI how the organization determined that the supported organization was desried in setion 509(a)(1) or (). a Did the organization have a supported organization desried in setion 501()(4), (5), or (6)? If "Yes," answer () and () elow. a Did the organization onfirm that eah supported organization qualified under setion 501()(4), (5), or (6) and satisfied the puli support tests under setion 509(a)()? If "Yes," desrie in Part VI when and how the organization made the determination. Did the organization ensure that all support to suh organizations was used exlusively for setion 170()()(B) purposes? If "Yes," explain in Part VI what ontrols the organization put in plae to ensure suh use. 4a Was any supported organization not organized in the United States ("foreign supported organization")? If "Yes," and if you heked 11a or 11 in Part I, answer () and () elow. 4a Did the organization have ultimate ontrol and disretion in deiding whether to make grants to the foreign supported organization? If "Yes," desrie in Part VI how the organization had suh ontrol and disretion despite eing ontrolled or supervised y or in onnetion with its supported organizations. 4 Did the organization support any foreign supported organization that does not have an IRS determination under setions 501()() and 509(a)(1) or ()? If "Yes," explain in Part VI what ontrols the organization used to ensure that all support to the foreign supported organization was used exlusively for setion 170()()(B) purposes. 4 5a Did the organization add, sustitute, or remove any supported organizations during the tax year? If "Yes," answer () and () elow (if appliale). Also, provide detail in Part VI, inluding (i) the names and EIN numers of the supported organizations added, sustituted, or removed; (ii) the reasons for eah suh ation; (iii) the authority under the organization s organizing doument authorizing suh ation; and (iv) how the ation was aomplished (suh as y amendment to the organizing doument). 5a Type I or Type II only. Was any added or sustituted supported organization part of a lass already designated in the organization s organizing doument? Sustitutions only. Was the sustitution the result of an event eyond the organization s ontrol? Did the organization provide support (whether in the form of grants or the provision of servies or failities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the haritale lass enefited y one or more of its supported organizations, or (iii) other supporting organizations that also support or enefit one or more of the filing organization s supported organizations? If "Yes," provide detail in Part VI. 6 7 Did the organization provide a grant, loan, ompensation, or other similar payment to a sustantial ontriutor (defined in setion 4958()()(C)), a family memer of a sustantial ontriutor, or a 5% ontrolled entity with regard to a sustantial ontriutor? If "Yes," omplete Part I of Shedule L (Form 990 or 990-EZ). 7 8 Did the organization make a loan to a disqualified person (as defined in setion 4958) not desried in line 7? If "Yes," omplete Part I of Shedule L (Form 990 or 990-EZ). 8 9a Was the organization ontrolled diretly or indiretly at any time during the tax year y one or more disqualified persons as defined in setion 4946 (other than foundation managers and organizations desried in setion 509(a)(1) or ())? If "Yes," provide detail in Part VI. 9a Did one or more disqualified persons (as defined in line 9a) hold a ontrolling interest in any entity in whih the supporting organization had an interest? If "Yes," provide detail in Part VI. 9 Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal enefit from, assets in whih the supporting organization also had an interest? If "Yes," provide detail in Part VI. 9 10a Was the organization sujet to the exess usiness holdings rules of setion 494 eause of setion 494(f) (regarding ertain Type II supporting organizations, and all Type III non-funtionally integrated supporting organizations)? If "Yes," answer 10 elow. 10a Did the organization have any exess usiness holdings in the tax year? (Use Shedule C, Form 470, to determine whether the organization had exess usiness holdings.) Shedule A (Form 990 or 990-EZ)

17 Shedule A (Form 990 or 990-EZ) 015 UNITED WAY SUNCOAST, INC Page 5 Part IV Supporting Organizations (ontinued) Yes No 11 a Has the organization aepted a gift or ontriution from any of the following persons? A person who diretly or indiretly ontrols, either alone or together with persons desried in () and () elow, the governing ody of a supported organization? A family memer of a person desried in (a) aove? A 5% ontrolled entity of a person desried in (a) or () aove? If "Yes" to a,, or, provide detail in Part VI. 11a Setion B. Type I Supporting Organizations Yes No 1 Did the diretors, trustees, or memership of one or more supported organizations have the power to regularly appoint or elet at least a majority of the organization s diretors or trustees at all times during the tax year? If "No," desrie in Part VI how the supported organization(s) effetively operated, supervised, or ontrolled the organization s ativities. If the organization had more than one supported organization, desrie how the powers to appoint and/or remove diretors or trustees were alloated among the supported organizations and what onditions or restritions, if any, applied to suh powers during the tax year. 1 Did the organization operate for the enefit of any supported organization other than the supported organization(s) that operated, supervised, or ontrolled the supporting organization? If "Yes," explain in Part VI how providing suh enefit arried out the purposes of the supported organization(s) that operated, supervised, or ontrolled the supporting organization. Setion C. Type II Supporting Organizations Yes No 1 Were a majority of the organization s diretors or trustees during the tax year also a majority of the diretors or trustees of eah of the organization s supported organization(s)? If "No," desrie in Part VI how ontrol or management of the supporting organization was vested in the same persons that ontrolled or managed the supported organization(s). 1 Setion D. All Type III Supporting Organizations Yes No 1 Did the organization provide to eah of its supported organizations, y the last day of the fifth month of the organization s tax year, (i) a written notie desriing the type and amount of support provided during the prior tax year, (ii) a opy of the Form 990 that was most reently filed as of the date of notifiation, and (iii) opies of the organization s governing douments in effet on the date of notifiation, to the extent not previously provided? 1 Were any of the organization s offiers, diretors, or trustees either (i) appointed or eleted y the supported organization(s) or (ii) serving on the governing ody of a supported organization? If "No," explain in Part VI how the organization maintained a lose and ontinuous working relationship with the supported organization(s). By reason of the relationship desried in (), did the organization s supported organizations have a signifiant voie in the organization s investment poliies and in direting the use of the organization s inome or assets at all times during the tax year? If "Yes," desrie in Part VI the role the organization s supported organizations played in this regard. Setion E. Type III Funtionally-Integrated Supporting Organizations 1 Chek the ox next to the method that the organization used to satisfy the Integral Part Test during the year (see instrutions): a The organization satisfied the Ativities Test. Complete line elow. The organization is the parent of eah of its supported organizations. Complete line elow. The organization supported a governmental entity. Desrie in Part VI how you supported a government entity (see instrutions). Ativities Test. Answer (a) and () elow. Yes No a Did sustantially all of the organization s ativities during the tax year diretly further the exempt purposes of the supported organization(s) to whih the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these ativities diretly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these ativities onstituted sustantially all of its ativities. a Did the ativities desried in (a) onstitute ativities that, ut for the organization s involvement, one or more of the organization s supported organization(s) would have een engaged in? If "Yes," explain in Part VI the reasons for the organization s position that its supported organization(s) would have engaged in these ativities ut for the organization s involvement. Parent of Supported Organizations. Answer (a) and () elow. a Did the organization have the power to regularly appoint or elet a majority of the offiers, diretors, or trustees of eah of the supported organizations? Provide details in Part VI. a Did the organization exerise a sustantial degree of diretion over the poliies, programs, and ativities of eah of its supported organizations? If "Yes," desrie in Part VI the role played y the organization in this regard Shedule A (Form 990 or 990-EZ)

18 Shedule A (Form 990 or 990-EZ) 015 UNITED WAY SUNCOAST, INC Part V Type III Non-Funtionally Integrated 509(a)() Supporting Organizations 1 Chek here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 0, See instrutions. All Setion A - Adjusted Net Inome Adjusted Net Inome (sutrat lines 5, 6 and 7 from line 4) Setion B - Minimum Asset Amount a d e Total (add lines 1a, 1, and 1) Disount laimed for lokage or other fators (explain in detail in Part VI): Minimum Asset Amount (add line 7 to line 6) Setion C - Distriutale Amount other Type III non-funtionally integrated supporting organizations must omplete Setions A through E. Net short-term apital gain Reoveries of prior-year distriutions Other gross inome (see instrutions) Add lines 1 through Depreiation and depletion Portion of operating expenses paid or inurred for prodution or olletion of gross inome or for management, onservation, or maintenane of property held for prodution of inome (see instrutions) Other expenses (see instrutions) Aggregate fair market value of all non-exempt-use assets (see instrutions for short tax year or assets held for part of year): Average monthly value of seurities Average monthly ash alanes Fair market value of other non-exempt-use assets Aquisition indetedness appliale to non-exempt-use assets Sutrat line from line 1d Cash deemed held for exempt use. Enter 1-1/% of line (for greater amount, see instrutions). Net value of non-exempt-use assets (sutrat line 4 from line ) Multiply line 5 y.05 Reoveries of prior-year distriutions Adjusted net inome for prior year (from Setion A, line 8, Column A) Enter 85% of line 1 Minimum asset amount for prior year (from Setion B, line 8, Column A) Enter greater of line or line Inome tax imposed in prior year Distriutale Amount. Sutrat line 5 from line 4, unless sujet to emergeny temporary redution (see instrutions) a 1 1 1d (A) Prior Year (A) Prior Year Chek here if the urrent year is the organization s first as a non-funtionally-integrated Type III supporting organization (see instrutions). (B) Current Year (optional) (B) Current Year (optional) Current Year Page 6 Shedule A (Form 990 or 990-EZ)

19 Shedule A (Form 990 or 990-EZ) 015 UNITED WAY SUNCOAST, INC Page 7 Part V Type III Non-Funtionally Integrated 509(a)() Supporting Organizations (ontinued) Setion D - Distriutions Current Year Other distriutions (desrie in Part VI). See instrutions. Total annual distriutions. Add lines 1 through 6. (provide details in Part VI). See instrutions. Setion E - Distriution Alloations (see instrutions) a d e f g h i j a a d e Amounts paid to supported organizations to aomplish exempt purposes Amounts paid to perform ativity that diretly furthers exempt purposes of supported organizations, in exess of inome from ativity Administrative expenses paid to aomplish exempt purposes of supported organizations Amounts paid to aquire exempt-use assets Qualified set-aside amounts (prior IRS approval required) Distriutions to attentive supported organizations to whih the organization is responsive Distriutale amount for 015 from Setion C, line 6 Line 8 amount divided y Line 9 amount Distriutale amount for 015 from Setion C, line 6 Underdistriutions, if any, for years prior to 015 (reasonale ause required-see instrutions) Exess distriutions arryover, if any, to 015: From 01 From 014 Total of lines a through e Applied to underdistriutions of prior years Applied to 015 distriutale amount Carryover from 010 not applied (see instrutions) Remainder. Sutrat lines g, h, and i from f. Distriutions for 015 from Setion D, line 7: $ Applied to underdistriutions of prior years Applied to 015 distriutale amount Remainder. Sutrat lines 4a and 4 from 4. Remaining underdistriutions for years prior to 015, if any. Sutrat lines g and 4a from line (if amount greater than zero, see instrutions). Remaining underdistriutions for 015. Sutrat lines h and 4 from line 1 (if amount greater than zero, see instrutions). Exess distriutions arryover to 016. Add lines j and 4. Breakdown of line 7: Exess from 01 Exess from 014 Exess from 015 (i) Exess Distriutions (ii) Underdistriutions Pre-015 (iii) Distriutale Amount for 015 Shedule A (Form 990 or 990-EZ)

20 Shedule A (Form 990 or 990-EZ) 015 UNITED WAY SUNCOAST, INC Page 8 Part VI Supplemental Information. Provide the explanations required y Part II, line 10; Part II, line 17a or 17; Part III, line 1; Part IV, Setion A, lines 1,,,, 4, 4, 5a, 6, 9a, 9, 9, 11a, 11, and 11; Part IV, Setion B, lines 1 and ; Part IV, Setion C, line 1; Part IV, Setion D, lines and ; Part IV, Setion E, lines 1, a,, a and ; Part V, line 1; Part V, Setion B, line 1e; Part V, Setion D, lines 5, 6, and 8; and Part V, Setion E, lines, 5, and 6. Also omplete this part for any additional information. (See instrutions.) Shedule A (Form 990 or 990-EZ) 015 0

21 ** PUBLIC DISCLOSURE COPY ** Shedule B (Form 990, 990-EZ, or 990-PF) Department of the Treasury Internal Revenue Servie Name of the organization Shedule of Contriutors Attah to Form 990, Form 990-EZ, or Form 990-PF. Information aout Shedule B (Form 990, 990-EZ, or 990-PF) and its instrutions is at OMB No Employer identifiation numer Organization type(hek one): UNITED WAY SUNCOAST, INC Filers of: Setion: Form 990 or 990-EZ 501()( ) (enter numer) organization 4947(a)(1) nonexempt haritale trust not treated as a private foundation 57 politial organization Form 990-PF 501()() exempt private foundation 4947(a)(1) nonexempt haritale trust treated as a private foundation 501()() taxale private foundation Chek if your organization is overed y the General Rule or a Speial Rule. Note. Only a setion 501()(7), (8), or (10) organization an hek oxes for oth the General Rule and a Speial Rule. See instrutions. General Rule For an organization filing Form 990, 990-EZ, or 990-PF that reeived, during the year, ontriutions totaling $5,000 or more (in money or property) from any one ontriutor. Complete Parts I and II. See instrutions for determining a ontriutor s total ontriutions. Speial Rules For an organization desried in setion 501()() filing Form 990 or 990-EZ that met the 1/% support test of the regulations under setions 509(a)(1) and 170()(1)(A)(vi), that heked Shedule A (Form 990 or 990-EZ), Part II, line 1, 16a, or 16, and that reeived from any one ontriutor, during the year, total ontriutions of the greater of (1) $5,000 or () % of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II. For an organization desried in setion 501()(7), (8), or (10) filing Form 990 or 990-EZ that reeived from any one ontriutor, during the year, total ontriutions of more than $1,000 exlusively for religious, haritale, sientifi, literary, or eduational purposes, or for the prevention of ruelty to hildren or animals. Complete Parts I, II, and III. For an organization desried in setion 501()(7), (8), or (10) filing Form 990 or 990-EZ that reeived from any one ontriutor, during the year, ontriutions exlusively for religious, haritale, et., purposes, ut no suh ontriutions totaled more than $1,000. If this ox is heked, enter here the total ontriutions that were reeived during the year for an exlusively religious, haritale, et., purpose. Do not omplete any of the parts unless the General Rule applies to this organization eause it reeived nonexlusively religious, haritale, et., ontriutions totaling $5,000 or more during the year ~~~~~~~~~~~~~~~ $ Caution. An organization that is not overed y the General Rule and/or the Speial Rules does not file Shedule B (Form 990, 990-EZ, or 990-PF), ut it must answer "No" on Part IV, line, of its Form 990; or hek the ox on line H of its Form 990-EZ or on its Form 990-PF, Part I, line, to ertify that it does not meet the filing requirements of Shedule B (Form 990, 990-EZ, or 990-PF). LHA For Paperwork Redution At Notie, see the Instrutions for Form 990, 990-EZ, or 990-PF. Shedule B (Form 990, 990-EZ, or 990-PF) (015)

22 Shedule B (Form 990, 990-EZ, or 990-PF) (015) Name of organization Employer identifiation numer Page UNITED WAY SUNCOAST, INC Part I Contriutors (see instrutions). Use dupliate opies of Part I if additional spae is needed. (a) No. () Name, address, and ZIP + 4 () Total ontriutions (d) Type of ontriution 1 Person Payroll $ 5,159,489. Nonash (Complete Part II for nonash ontriutions.) (a) No. (a) No. (a) No. (a) No. () Name, address, and ZIP + 4 () Total ontriutions (d) Type of ontriution Person Payroll $ 1,97,784. Nonash () Name, address, and ZIP + 4 () Total ontriutions (d) Type of ontriution Person Payroll $ 98,55. Nonash () Name, address, and ZIP + 4 () Total ontriutions (d) Type of ontriution 4 Person Payroll $ 74,841. Nonash () Name, address, and ZIP + 4 () Total ontriutions (Complete Part II for nonash ontriutions.) (Complete Part II for nonash ontriutions.) (Complete Part II for nonash ontriutions.) (d) Type of ontriution $ Person Payroll Nonash (Complete Part II for nonash ontriutions.) (a) No. () Name, address, and ZIP + 4 () Total ontriutions (d) Type of ontriution $ Person Payroll Nonash (Complete Part II for nonash ontriutions.) Shedule B (Form 990, 990-EZ, or 990-PF) (015)

23 Shedule B (Form 990, 990-EZ, or 990-PF) (015) Name of organization Page Employer identifiation numer UNITED WAY SUNCOAST, INC Part II Nonash Property (see instrutions). Use dupliate opies of Part II if additional spae is needed. (a) No. from Part I () Desription of nonash property given () FMV (or estimate) (see instrutions) (d) Date reeived $ (a) No. from Part I (a) No. from Part I (a) No. from Part I (a) No. from Part I () Desription of nonash property given () Desription of nonash property given () Desription of nonash property given () Desription of nonash property given $ $ $ () FMV (or estimate) (see instrutions) () FMV (or estimate) (see instrutions) () FMV (or estimate) (see instrutions) () FMV (or estimate) (see instrutions) (d) Date reeived (d) Date reeived (d) Date reeived (d) Date reeived $ (a) No. from Part I () Desription of nonash property given () FMV (or estimate) (see instrutions) (d) Date reeived $ Shedule B (Form 990, 990-EZ, or 990-PF) (015)

24 Shedule B (Form 990, 990-EZ, or 990-PF) (015) Name of organization Page 4 Employer identifiation numer UNITED WAY SUNCOAST, INC Part III (a) No. from Part I Exlusively religious, haritale, et., ontriutions to organizations desried in setion 501()(7), (8), or (10) that total more than $1,000 for the year from any one ontriutor. Complete olumns (a) through (e) and the following line entry. For organizations ompleting Part III, enter the total of exlusively religious, haritale, et., ontriutions of $1,000 or less for the year. (Enter this info. one.) $ Use dupliate opies of Part III if additional spae is needed. () Purpose of gift () Use of gift (d) Desription of how gift is held (e) Transfer of gift Transferee s name, address, and ZIP + 4 Relationship of transferor to transferee (a) No. from Part I (a) No. from Part I () Purpose of gift () Use of gift (d) Desription of how gift is held (e) Transfer of gift Transferee s name, address, and ZIP + 4 Relationship of transferor to transferee () Purpose of gift () Use of gift (d) Desription of how gift is held Transferee s name, address, and ZIP + 4 (e) Transfer of gift Relationship of transferor to transferee (a) No. from Part I () Purpose of gift () Use of gift (d) Desription of how gift is held (e) Transfer of gift Transferee s name, address, and ZIP + 4 Relationship of transferor to transferee Shedule B (Form 990, 990-EZ, or 990-PF) (015) 4

25 SCHEDULE C (Form 990 or 990-EZ) For Organizations Exempt From Inome Tax Under setion 501() and setion 57 J Complete if the organization is desried elow. J Attah to Form 990 or Form 990-EZ. Department of the Treasury Internal Revenue Servie Information aout Shedule C (Form 990 or 990-EZ) and its instrutions is at OMB No Open to Puli Inspetion If the organization answered "Yes," on Form 990, Part IV, line, or Form 990-EZ, Part V, line 46 (Politial Campaign Ativities), then Setion 501()() organizations: Complete Parts I-A and B. Do not omplete Part I-C. Setion 501() (other than setion 501()()) organizations: Complete Parts I-A and C elow. Do not omplete Part I-B. Setion 57 organizations: Complete Part I-A only. If the organization answered "Yes," on Form 990, Part IV, line 4, or Form 990-EZ, Part VI, line 47 (Loying Ativities), then Setion 501()() organizations that have filed Form 5768 (eletion under setion 501(h)): Complete Part II-A. Do not omplete Part II-B. Setion 501()() organizations that have NOT filed Form 5768 (eletion under setion 501(h)): Complete Part II-B. Do not omplete Part II-A. If the organization answered "Yes," on Form 990, Part IV, line 5 (Proxy Tax) (see separate instrutions) or Form 990-EZ, Part V, line 5 (Proxy Tax) (see separate instrutions), then Setion 501()(4), (5), or (6) organizations: Complete Part III. Name of organization Employer identifiation numer UNITED WAY SUNCOAST, INC Part I-A Complete if the organization is exempt under setion 501() or is a setion 57 organization. 1 4a Was a orretion made? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes," desrie in Part IV. Part I-C Complete if the organization is exempt under setion 501(), exept setion 501()(). 1 Enter the amount diretly expended y the filing organization for setion 57 exempt funtion ativities ~~~~ J $ 4 5 Provide a desription of the organization s diret and indiret politial ampaign ativities in Part IV. Politial expenditures ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ J $ Volunteer hours Politial Campaign and Loying Ativities ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Part I-B Complete if the organization is exempt under setion 501()(). 1 Enter the amount of any exise tax inurred y the organization under setion 4955 ~~~~~~~~~~~~~ J $ Enter the amount of any exise tax inurred y organization managers under setion 4955 ~~~~~~~~~~ J $ If the organization inurred a setion 4955 tax, did it file Form 470 for this year? ~~~~~~~~~~~~~~~~~~~ Enter the amount of the filing organization s funds ontriuted to other organizations for setion 57 exempt funtion ativities ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ J $ Total exempt funtion expenditures. Add lines 1 and. Enter here and on Form 110-POL, line 17 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ J $ 015 Did the filing organization file Form 110-POL for this year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No Enter the names, addresses and employer identifiation numer (EIN) of all setion 57 politial organizations to whih the filing organization made payments. For eah organization listed, enter the amount paid from the filing organization s funds. Also enter the amount of politial ontriutions reeived that were promptly and diretly delivered to a separate politial organization, suh as a separate segregated fund or a politial ation ommittee (PAC). If additional spae is needed, provide information in Part IV. (a) Name () Address () EIN (d) Amount paid from (e) Amount of politial filing organization s ontriutions reeived and funds. If none, enter -0-. promptly and diretly delivered to a separate politial organization. If none, enter -0-. Yes Yes No No For Paperwork Redution At Notie, see the Instrutions for Form 990 or 990-EZ. Shedule C (Form 990 or 990-EZ) 015 LHA

26 Shedule C (Form 990 or 990-EZ) 015 UNITED WAY SUNCOAST, INC Page Part II-A Complete if the organization is exempt under setion 501()() and filed Form 5768 (eletion under setion 501(h)). A Chek J if the filing organization elongs to an affiliated group (and list in Part IV eah affiliated group memer s name, address, EIN, B Chek 1a d e Limits on Loying Expenditures (The term "expenditures" means amounts paid or inurred.) f Loying nontaxale amount. Enter the amount from the following tale in oth olumns. If the amount on line 1e, olumn (a) or () is: The loying nontaxale amount is: g h i j a d e J expenses, and share of exess loying expenditures). if the filing organization heked ox A and "limited ontrol" provisions apply. Total loying expenditures to influene puli opinion (grass roots loying) Total loying expenditures to influene a legislative ody (diret loying) ~~~~~~~~~~ ~~~~~~~~~~~ Total loying expenditures (add lines 1a and 1) ~~~~~~~~~~~~~~~~~~~~~~~~ Other exempt purpose expenditures ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Total exempt purpose expenditures (add lines 1 and 1d) ~~~~~~~~~~~~~~~~~~~~ Not over $500,000 Over $500,000 ut not over $1,000,000 Over $1,000,000 ut not over $1,500,000 Over $1,500,000 ut not over $17,000,000 Over $17,000,000 Grassroots nontaxale amount (enter 5% of line 1f) Sutrat line 1g from line 1a. If zero or less, enter -0-0% of the amount on line 1e. $100,000 plus 15% of the exess over $500,000. $175,000 plus 10% of the exess over $1,000,000. $5,000 plus 5% of the exess over $1,500,000. $1,000,000. ~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~ Sutrat line 1f from line 1. If zero or less, enter -0- ~~~~~~~~~~~~~~~~~~~~~~~ If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 470 reporting setion 4911 tax for this year? (a) Filing organization s totals 4-Year Averaging Period Under setion 501(h) (Some organizations that made a setion 501(h) eletion do not have to omplete all of the five olumns elow. See the separate instrutions for lines a through f.) Calendar year (or fisal year eginning in) Loying nontaxale amount Loying eiling amount (150% of line a, olumn(e)) Total loying expenditures Grassroots nontaxale amount Grassroots eiling amount (150% of line d, olumn (e)) Loying Expenditures During 4-Year Averaging Period (a) 01 () 01 () 014 (d) 015 (e) Total, ,940.,594,6.,597,66. 1,000, , () Affiliated group totals 1,000,000. 1,000,000. 1,000,000. 1,000,000. 4,000,000. Yes No 6,000,000. 1, ,000.,500., , , , , ,000. 1,000,000. 1,500,000. f Grassroots loying expenditures 1, ,000.,500., ,440. Shedule C (Form 990 or 990-EZ)

27 Shedule C (Form 990 or 990-EZ) 015 UNITED WAY SUNCOAST, INC Part II-B Complete if the organization is exempt under setion 501()() and has NOT filed Form 5768 (eletion under setion 501(h)). Page For eah "Yes," response on lines 1a through 1i elow, provide in Part IV a detailed desription of the loying ativity. (a) () Yes No Amount 1 a d e f g h i j d If the filing organization inurred a setion 491 tax, did it file Form 470 for this year? Part III-A Complete if the organization is exempt under setion 501()(4), setion 501()(5), or setion 501()(6). Yes 1 Did the organization agree to arry over loying and politial expenditures from the prior year? Part III-B Complete if the organization is exempt under setion 501()(4), setion 501()(5), or setion 501()(6) and if either (a) BOTH Part III-A, lines 1 and, are answered "No," OR () Part III-A, line, is answered "Yes." 1 4 a During the year, did the filing organization attempt to influene foreign, national, state or loal legislation, inluding any attempt to influene puli opinion on a legislative matter or referendum, through the use of: Volunteers? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Paid staff or management (inlude ompensation in expenses reported on lines 1 through 1i)? Media advertisements? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Mailings to memers, legislators, or the puli? ~~~~~~~~~~~~~~~~~~~~~~~~~ Puliations, or pulished or roadast statements? Grants to other organizations for loying purposes? ~~~~~~~~~~~~~~~~~~~~~~ Setion 16(e) nondedutile loying and politial expenditures (do not inlude amounts of politial expenses for whih the setion 57(f) tax was paid). ~~~~~~~~~~~~~~~~~~~~~~ Diret ontat with legislators, their staffs, government offiials, or a legislative ody? ~~~~~~ Rallies, demonstrations, seminars, onventions, speehes, letures, or any similar means? ~~~~ Other ativities? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Total. Add lines 1 through 1i ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ a Did the ativities in line 1 ause the organization to e not desried in setion 501()()? ~~~~ If "Yes," enter the amount of any tax inurred under setion 491 ~~~~~~~~~~~~~~~~ If "Yes," enter the amount of any tax inurred y organization managers under setion 491 ~~~ Were sustantially all (90% or more) dues reeived nondedutile y memers? ~~~~~~~~~~~~~~~~~ Did the organization make only in-house loying expenditures of $,000 or less? ~~~~~~~~~~~~~~~~ Dues, assessments and similar amounts from memers ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Current year Carryover from last year ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Total ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Aggregate amount reported in setion 60(e)(1)(A) noties of nondedutile setion 16(e) dues If noties were sent and the amount on line exeeds the amount on line, what portion of the exess does the organization agree to arryover to the reasonale estimate of nondedutile loying and politial expenditure next year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4 5 Taxale amount of loying and politial expenditures (see instrutions) 5 Part IV Supplemental Information Provide the desriptions required for Part I-A, line 1; Part I-B, line 4; Part I-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and (see instrutions); and Part II-B, line 1. Also, omplete this part for any additional information. ~ ~~~~~~~~ 1 1 a No Shedule C (Form 990 or 990-EZ) 015 7

28 SCHEDULE D (Form 990) Complete if the organization answered "Yes" on Form 990, Part IV, line 6, 7, 8, 9, 10, 11a, 11, 11, 11d, 11e, 11f, 1a, or 1. Department of the Treasury Attah to Form 990. Internal Revenue Servie Information aout Shedule D (Form 990) and its instrutions is at OMB No Open to Puli Inspetion Name of the organization Employer identifiation numer UNITED WAY SUNCOAST, INC Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Aounts. Complete if the a d a (a) Donor advised funds () Funds and other aounts Complete lines a through d if the organization held a qualified onservation ontriution in the form of a onservation easement on the last day of the tax year. Held at the End of the Tax Year (i) (ii) organization answered "Yes" on Form 990, Part IV, line 6. Total numer at end of year ~~~~~~~~~~~~~~~ Aggregate value of ontriutions to (during year) Aggregate value of grants from (during year) Aggregate value at end of year ~~~~ ~~~~~~ ~~~~~~~~~~~~~ Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization s property, sujet to the organization s exlusive legal ontrol?~~~~~~~~~~~~~~~~~~ Did the organization inform all grantees, donors, and donor advisors in writing that grant funds an e used only for haritale purposes and not for the enefit of the donor or donor advisor, or for any other purpose onferring impermissile private enefit? Part II Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7. Purpose(s) of onservation easements held y the organization (hek all that apply). Preservation of land for puli use (e.g., rereation or eduation) Protetion of natural haitat Preservation of open spae Preservation of a historially important land area Preservation of a ertified histori struture Total numer of onservation easements ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Total areage restrited y onservation easements ~~~~~~~~~~~~~~~~~~~~~~~~~~ Numer of onservation easements on a ertified histori struture inluded in (a) ~~~~~~~~~~~~ Numer of onservation easements inluded in () aquired after 8/17/06, and not on a histori struture listed in the National Register ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Numer of onservation easements modified, transferred, released, extinguished, or terminated y the organization during the tax year Numer of states where property sujet to onservation easement is loated Does the organization have a written poliy regarding the periodi monitoring, inspetion, handling of violations, and enforement of the onservation easements it holds? ~~~~~~~~~~~~~~~~~~~~~~~~~ Staff and volunteer hours devoted to monitoring, inspeting, handling of violations, and enforing onservation easements during the year Amount of expenses inurred in monitoring, inspeting, handling of violations, and enforing onservation easements during the year $ Does eah onservation easement reported on line (d) aove satisfy the requirements of setion 170(h)(4)(B)(i) and setion 170(h)(4)(B)(ii)? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ In Part III, desrie how the organization reports onservation easements in its revenue and expense statement, and alane sheet, and inlude, if appliale, the text of the footnote to the organization s finanial statements that desries the organization s aounting for onservation easements. Part III Organizations Maintaining Colletions of Art, Historial Treasures, or Other Similar Assets. Complete if the organization answered "Yes" on Form 990, Part IV, line 8. 1a If the organization eleted, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and alane sheet works of art, historial treasures, or other similar assets held for puli exhiition, eduation, or researh in furtherane of puli servie, provide, in Part III, the text of the footnote to its finanial statements that desries these items. If the organization eleted, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and alane sheet works of art, historial treasures, or other similar assets held for puli exhiition, eduation, or researh in furtherane of puli servie, provide the following amounts relating to these items: Revenue inluded on Form 990, Part VIII, line 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ $ Assets inluded in Form 990, Part ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If the organization reeived or held works of art, historial treasures, or other similar assets for finanial gain, provide the following amounts required to e reported under SFAS 116 (ASC 958) relating to these items: Revenue inluded on Form 990, Part VIII, line 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ $ Assets inluded in Form 990, Part Supplemental Finanial Statements LHA For Paperwork Redution At Notie, see the Instrutions for Form 990. Shedule D (Form 990) ,000.,557. a d $ $ Yes Yes Yes Yes No No No No

29 Shedule D (Form 990) 015 UNITED WAY SUNCOAST, INC Page Part III Organizations Maintaining Colletions of Art, Historial Treasures, or Other Similar Assets (ontinued) Using the organization s aquisition, aession, and other reords, hek any of the following that are a signifiant use of its olletion items 4 5 a d e f d e If "Yes," explain the arrangement in Part III. Chek here if the explanation has een provided on Part III Part V Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10. d e f g a (i) (ii) (a) Current year () Prior year () Two years ak (d) Three years ak (e) Four years ak 19,89, ,078, ,541,689. 6,97,198. 6,509,88. 1,594,07.,96,69.,017,769. 9,, , ,96. 45,06.,090,958. 1,146,51. -0, Desrie in Part III the intended uses of the organization s endowment funds. Part VI Land, Buildings, and Equipment. Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part, line 10. 1a d (hek all that apply): Puli exhiition Sholarly researh Preservation for future generations Loan or exhange programs Provide a desription of the organization s olletions and explain how they further the organization s exempt purpose in Part III. During the year, did the organization soliit or reeive donations of art, historial treasures, or other similar assets to e sold to raise funds rather than to e maintained as part of the organization s olletion? Yes Part IV Esrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part, line 1. 1a Is the organization an agent, trustee, ustodian or other intermediary for ontriutions or other assets not inluded on Form 990, Part? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1 1d 1e 1f Yes Yes a(i) a(ii) (a) Cost or other () Cost or other () Aumulated (d) Book value asis (investment) asis (other) depreiation e Other Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part, olumn (B), line 10.) Other If "Yes," explain the arrangement in Part III and omplete the following tale: Beginning alane Additions during the year ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Distriutions during the year ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Ending alane ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ a Did the organization inlude an amount on Form 990, Part, line 1, for esrow or ustodial aount liaility? ~~~~~ 1a Beginning of year alane Contriutions ~~~~~~~~~~~~~~ Net investment earnings, gains, and losses Grants or sholarships Other expenditures for failities and programs Administrative expenses End of year alane ~~~~~~~ ~~~~~~~~~ ~~~~~~~~~~~~~ ~~~~~~~~ ~~~~~~~~~~ Provide the estimated perentage of the urrent year end alane (line 1g, olumn (a)) held as: Board designated or quasi-endowment % Permanent endowment 1.16 % Temporarily restrited endowment 7.6 % The perentages on lines a,, and should equal 100%. a Are there endowment funds not in the possession of the organization that are held and administered for the organization y: unrelated organizations ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ related organizations ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes" on line a(ii), are the related organizations listed as required on Shedule R? ~~~~~~~~~~~~~~~~~~~~ Desription of property Land ~~~~~~~~~~~~~~~~~~~~ Buildings ~~~~~~~~~~~~~~~~~~ Leasehold improvements ~~~~~~~~~~ Equipment ~~~~~~~~~~~~~~~~~ Amount 1,999,869.,077,75. 1,57,18. 1,5, , ,115, ,89, ,078, ,541,689. 6,97,198. Yes No No No No 956, ,59. 91, ,49. 67, ,5. 699,81. Shedule D (Form 990)

30 Shedule D (Form 990) 015 UNITED WAY SUNCOAST, INC Page Part VII Investments - Other Seurities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11. See Form 990, Part, line 1. (a) Desription of seurity or ategory (inluding name of seurity) () Book value () Method of valuation: Cost or end-of-year market value (1) () () (H) Total. (Col. () must equal Form 990, Part, ol. (B) line 1.) Part VIII Investments - Program Related. Complete if the organization answered "Yes" on Form 990, Part IV, line 11. See Form 990, Part, line 1. (a) Desription of investment () Book value () Method of valuation: Cost or end-of-year market value (1) () () (4) (5) (6) (7) (8) (9) Total. (Col. () must equal Form 990, Part, ol. (B) line 1.) Part I Other Assets. Complete if the organization answered "Yes" on Form 990, Part IV, line 11d. See Form 990, Part, line 15. (a) Desription (1) () () (4) (5) (6) (7) (8) (9) Total. (Column () must equal Form 990, Part, ol. (B) line 15.) Part Other Liailities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11e or 11f. See Form 990, Part, line (a) Desription of liaility () Book value (9) Total. (Column () must equal Form 990, Part, ol. (B) line 5.). Finanial derivatives Closely-held equity interests Other (A) (B) (C) (D) (E) (F) (G) (1) () () (4) (5) (6) (7) (8) ~~~~~~~~~~~~~~~ ~~~~~~~~~~~ Federal inome taxes ANNUITIES PAYABLE 09,715. CAPITAL LEASE OBLIGATIONS 4,11. PENSION OBLIGATION 760,60. OBLIGATION UNDER REMAINDER TRUST AGREEMENT 85,40. DEFERRED LEASE INCENTIVE 0,4. 1,400,88. () Book value Liaility for unertain tax positions. In Part III, provide the text of the footnote to the organization s finanial statements that reports the organization s liaility for unertain tax positions under FIN 48 (ASC 740). Chek here if the text of the footnote has een provided in Part III Shedule D (Form 990)

31 Shedule D (Form 990) 015 UNITED WAY SUNCOAST, INC Page 4 Part I Reoniliation of Revenue per Audited Finanial Statements With Revenue per Return. Complete if the organization answered "Yes" on Form 990, Part IV, line 1a. 1 Total revenue, gains, and other support per audited finanial statements ~~~~~~~~~~~~~~~~~~~ 1 17,7,599. a d e Add lines a through d ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ e Sutrat line e from line 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4 Amounts inluded on Form 990, Part VIII, line 1, ut not on line 1: a Investment expenses not inluded on Form 990, Part VIII, line 7 ~~~~~~~~ 4a 118,718. Other (Desrie in Part III.) ~~~~~~~~~~~~~~~~~~~~~~~~~~ 4,475,964. Add lines 4a and 4 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4,594,68. 5 Total revenue. Add lines and 4. (This must equal Form 990, Part I, line 1.) 5 1,618,97. Part II Reoniliation of Expenses per Audited Finanial Statements With Expenses per Return. Complete if the organization answered "Yes" on Form 990, Part IV, line 1a. 1 Total expenses and losses per audited finanial statements ~~~~~~~~~~~~~~~~~~~~~~~~~~ 1 18,998, a d e a Amounts inluded on line 1 ut not on Form 990, Part VIII, line 1: Net unrealized gains (losses) on investments Donated servies and use of failities ~~~~~~~~~~~~~~~~~~~~~~ Reoveries of prior year grants Other (Desrie in Part III.) Add lines a through d ~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~ Amounts inluded on line 1 ut not on Form 990, Part I, line 5: Donated servies and use of failities ~~~~~~~~~~~~~~~~~~~~~~ Prior year adjustments ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Other losses ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Other (Desrie in Part III.) ~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Sutrat line e from line 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Amounts inluded on Form 990, Part I, line 5, ut not on line 1: Investment expenses not inluded on Form 990, Part VIII, line 7 Other (Desrie in Part III.) ~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~ Add lines 4a and 4 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 5 Total expenses. Add lines and 4. (This must equal Form 990, Part I, line 18.) Part III Supplemental Information. Provide the desriptions required for Part II, lines, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1 and ; Part V, line 4; Part, line ; Part I, lines d and 4; and Part II, lines d and 4. Also omplete this part to provide any additional information. PART V, LINE 4: a d a d 4a 4-88, ,491. 1, ,718.,49,59. e , ,0,615. 1, ,986,019.,611,47.,597,66. THE ENDOWMENT FUNDS WERE ESTABLISHED TO PROVIDE FUTURE SUPPORT FOR THE ORGANIZATION S MISSION. THE ORGANIZATION S INTERNALLY-CONTROLLED ENDOWMENT NET ASSETS ARE COMPRISED OF INVESTMENTS HELD IN VARIOUS DONOR ENDOWMENTS, INVESTMENTS HELD UNDER A DONOR ADVISED FUND, INVESTMENTS HELD UNDER A CHARITABLE REMAINDER UNITRUST AGREEMENT, AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. PART, LINE : THE ORGANIZATION IS EEMPT FROM FEDERAL INCOME TAES UNDER SECTION 501(C)() OF THE INTERNAL REVENUE CODE AND FROM STATE INCOME TAES UNDER THE PROVISIONS OF THE FLORIDA STATUTES. THE INTERNAL REVENUE CODE PROVIDES Shedule D (Form 990) 015 1

32 Shedule D (Form 990) 015 UNITED WAY SUNCOAST, INC Part III Supplemental Information (ontinued) Page 5 FOR TAATION OF UNRELATED BUSINESS INCOME UNDER CERTAIN CIRCUMSTANCES. THE ORGANIZATION REPORTS NO UNRELATED BUSINESS TAABLE INCOME; HOWEVER, SUCH STATUS IS SUBJECT TO FINAL DETERMINATION UPON EAMINATION OF THE RELATED INCOME TA RETURNS BY THE APPROPRIATE TAING AUTHORITIES. THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF ASC 740 RELATING TO "ACCOUNTING FOR UNCERTAINTY IN INCOME TAES" AND DOES NOT BELIEVE IT HAS ANY MATERIAL INCOME TA EPOSURE RELATING TO UNCERTAIN TA POSITIONS. THE ORGANIZATION S INCOME TA FILINGS FOR THE YEAR ENDED JUNE 0, 01 AND THEREAFTER REMAIN SUBJECT TO EAMINATION. PART I, LINE D - OTHER ADJUSTMENTS: CHANGE IN CSV OF LIFE INSURANCE -,491. PART I, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRIBUTIONS,49,59. LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT -16,565. TOTAL TO SCHEDULE D, PART I, LINE 4B,475,964. PART II, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRIBUTIONS,49, Shedule D (Form 990) 015

33 SCHEDULE G OMB No (Form 990 or 990-EZ) Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. Department of the Treasury Attah to Form 990 or Form 990-EZ. Open to Puli Internal Revenue Servie Inspetion Information aout Shedule G (Form 990 or 990-EZ) and its instrutions is at Name of the organization Employer identifiation numer Part I 1 a d a Did the organization have a written or oral agreement with any individual (inluding offiers, diretors, trustees or e f g If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under whih the fundraiser is to e (i) Fundraising Ativities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17. Form 990-EZ filers are not required to omplete this part. Indiate whether the organization raised funds through any of the following ativities. Chek all that apply. Mail soliitations Internet and soliitations Phone soliitations In-person soliitations (ii) Ativity Soliitation of non-government grants Soliitation of government grants Speial fundraising events key employees listed in Form 990, Part VII) or entity in onnetion with professional fundraising servies? ompensated at least $5,000 y the organization. Name and address of individual or entity (fundraiser) Supplemental Information Regarding Fundraising or Gaming Ativities UNITED WAY SUNCOAST, INC (iii) Did fundraiser (iv) Gross reeipts have ustody or ontrol of from ativity ontriutions? Yes No Yes (v) Amount paid to (or retained y) fundraiser listed in ol. (i) 015 No (vi) Amount paid to (or retained y) organization Total List all states in whih the organization is registered or liensed to soliit ontriutions or has een notified it is exempt from registration or liensing. LHA For Paperwork Redution At Notie, see the Instrutions for Form 990 or 990-EZ. Shedule G (Form 990 or 990-EZ)

34 Shedule G (Form 990 or 990-EZ) 015 UNITED WAY SUNCOAST, INC Page Part II Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event ontriutions and gross inome on Form 990-EZ, lines 1 and 6. List events with gross reeipts greater than $5,000. Revenue 1 Gross reeipts ~~~~~~~~~~~~~~ (a) Event #1 () Event # () Other events ART OF LIGNTNING NONE GIVING NITE (event type) (event type) (total numer) (d) Total events (add ol. (a) through ol. ()) 50,68. 6, ,70. Less: Contriutions ~~~~~~~~~~~ 185, ,160. Gross inome (line 1 minus line ) 65,468. 6, ,54. 4 Cash prizes ~~~~~~~~~~~~~~~ Diret Expenses Net inome summary. Sutrat line 10 from line, olumn (d) Part III Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than Revenue Diret Expenses Nonash prizes ~~~~~~~~~~~~~ Rent/faility osts ~~~~~~~~~~~~ Food and everages ~~~~~~~~~~ Entertainment ~~~~~~~~~~~~~~ Other diret expenses ~~~~~~~~~~ Diret expense summary. Add lines 4 through 9 in olumn (d) $15,000 on Form 990-EZ, line 6a. Gross revenue Cash prizes Nonash prizes ~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~ Rent/faility osts ~~~~~~~~~~~~ Other diret expenses Volunteer laor ~~~~~~~~~~~~~ 1,858. 1,858. 5,444. 5,444. 4,488. 1,69. 6,180. 5,957. 5, ,56. 7,665. 5,7. (a) Bingo ~~~~~~~~~~~~~~~~~~~~~~~~ () Pull tas/instant ingo/progressive ingo () Other gaming Yes % Yes % Yes % No No No 154, ,1. (d) Total gaming (add ol. (a) through ol. ()) 7 Diret expense summary. Add lines through 5 in olumn (d) ~~~~~~~~~~~~~~~~~~~~~~~~ 8 Net gaming inome summary. Sutrat line 7 from line 1, olumn (d) 9 Enter the state(s) in whih the organization onduts gaming ativities: a Is the organization liensed to ondut gaming ativities in eah of these states? ~~~~~~~~~~~~~~~~~~~~ If "No," explain: Yes No 10a Were any of the organization s gaming lienses revoked, suspended or terminated during the tax year? ~~~~~~~~~ If "Yes," explain: Yes No Shedule G (Form 990 or 990-EZ) 015 4

35 Shedule G (Form 990 or 990-EZ) 015 UNITED WAY SUNCOAST, INC Page 11 1 Does the organization ondut gaming ativities with nonmemers? ~~~~~~~~~~~~~~~~~~~~~~~~~~~ Is the organization a grantor, enefiiary or trustee of a trust or a memer of a partnership or other entity formed to administer haritale gaming? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes Yes No No 1 Indiate the perentage of gaming ativity onduted in: a The organization s faility ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1a % An outside faility ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1 % 14 Enter the name and address of the person who prepares the organization s gaming/speial events ooks and reords: Name Address 15a Does the organization have a ontrat with a third party from whom the organization reeives gaming revenue? ~~~~~~ Yes No If "Yes," enter the amount of gaming revenue reeived y the organization $ and the amount of gaming revenue retained y the third party $. If "Yes," enter name and address of the third party: Name Address 16 Gaming manager information: Name Gaming manager ompensation $ Desription of servies provided Diretor/offier Employee Independent ontrator 17 Mandatory distriutions: a Is the organization required under state law to make haritale distriutions from the gaming proeeds to retain the state gaming liense? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Enter the amount of distriutions required under state law to e distriuted to other exempt organizations or spent in the Yes No organization s own exempt ativities during the tax year $ Part IV Supplemental Information. Provide the explanations required y Part I, line, olumns (iii) and (v); and Part III, lines 9, 9, 10, 15, 15, 16, and 17, as appliale. Also provide any additional information (see instrutions) Shedule G (Form 990 or 990-EZ) 015 5

36 Shedule G (Form 990 or 990-EZ) UNITED WAY SUNCOAST, INC Part IV Supplemental Information (ontinued) Page Shedule G (Form 990 or 990-EZ) 6

37 SCHEDULE I (Form 990) Department of the Treasury Internal Revenue Servie Name of the organization Part I 1 Complete if the organization answered "Yes" on Form 990, Part IV, line 1 or. Attah to Form 990. Information aout Shedule I (Form 990) and its instrutions is at OMB No Open to Puli Inspetion Employer identifiation numer UNITED WAY SUNCOAST, INC General Information on Grants and Assistane Desrie in Part IV the organization s proedures for monitoring the use of grant funds in the United States. Part II Grants and Other Assistane to Domesti Organizations and Domesti Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 1, for any LHA Does the organization maintain reords to sustantiate the amount of the grants or assistane, the grantees eligiility for the grants or assistane, and the seletion riteria used to award the grants or assistane? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ reipient that reeived more than $5,000. Part II an e dupliated if additional spae is needed. 1 (a) Name and address of organization () EIN () IRC setion (d) Amount of (e) Amount of (f) Method of (g) Desription of (h) Purpose of grant valuation (ook, or government if appliale ash grant non-ash non-ash assistane or assistane FMV, appraisal, assistane other) Enter total numer of other organizations listed in the line 1 tale Grants and Other Assistane to Organizations, Governments, and Individuals in the United States AMERICAN RED CROSS TAMPA BAY CHAPTER - 10 W MAIN ST - TAMPA, FL (C)() 44, N/A N/A & OTHER PROGRAM FUNDING 1076 AMERICAN RED CROSS SW FLORIDA CHAPTER - SARASOTA CANTU CT - SARASOTA, FL (C)() 45,8. 0.N/A N/A & OTHER PROGRAM FUNDING 11 TAMPA BAY CARES, INC TH ST N STE 11 CLEARWATER, FL (C)() 108, N/A N/A & OTHER PROGRAM FUNDING A BRIGHTER COMMUNITY, INC. 161 MARION ST TAMPA, FL (C)() 16, N/A N/A & OTHER PROGRAM FUNDING ALLIANCE FOR PUBLIC SCHOOLS 5810 FALCONCREEK PL LITHIA, FL (C)() 46, N/A N/A & OTHER PROGRAM FUNDING ALPHA HOUSE OF TAMPA, INC. 01 S TAMPANIA AVE TAMPA, FL (C)() 15,66. 0.N/A N/A & OTHER PROGRAM FUNDING Enter total numer of setion 501()() and government organizations listed in the line 1 tale ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 18. For Paperwork Redution At Notie, see the Instrutions for Form 990. Shedule I (Form 990) (015) Yes No

38 Shedule I (Form 990) UNITED WAY SUNCOAST, INC Page 1 Part II Continuation of Grants and Other Assistane to Governments and Organizations in the United States (Shedule I (Form 990), Part II.) (a) Name and address of () EIN () IRC setion (d) Amount of (e) Amount of (f) Method of (g) Desription of (h) organization or government if appliale ash grant non-ash non-ash assistane assistane valuation (ook, FMV, appraisal, other) Purpose of grant or assistane AMERICAN CANCER SOCIETY - TAMPA 006 W KENNEDY BLVD TAMPA, FL (C)() 10,49. 0.N/A N/A & OTHER PROGRAM FUNDING ARTZ 4 LIFE 1751 KINGS HWY CLEARWATER, FL (C)() 7,54. 0.N/A N/A & OTHER PROGRAM FUNDING BAY AREA LEGAL SERVICES,INC 10 N 19TH ST SUITE 400 TAMPA, FL (C)() 55,61. 0.N/A N/A & OTHER PROGRAM FUNDING BIG BROTHERS BIG SISTERS - SUNCOAST/SARASOTA S. TAMIAMI TRAIL, SUITE C - VENICE, FL (C)() 6, N/A N/A & OTHER PROGRAM FUNDING BIG BROTHERS BIG SISTERS - TAMPA BAY S DALE MABRY HWY STE 00 - TAMPA, FL (C)() 8,58. 0.N/A N/A & OTHER PROGRAM FUNDING BOOKER MIDDLE SCHOOL 50 MYRTLE ST SARASOTA, FL (C)() 5, N/A N/A & OTHER PROGRAM FUNDING BOYS & GIRLS CLUBS OF TAMPA BAY 107 N MACDILL AVE TAMPA, FL (C)() 876,94. 0.N/A N/A & OTHER PROGRAM FUNDING BOYS & GIRLS CLUBS OF THE SUNCOAST 00 TALL PINES DR STE 150 LARGO, FL (C)() 79, N/A N/A & OTHER PROGRAM FUNDING BROOKWOOD FLORIDA CENTRAL 901 SEVENTH AVE S ST. PETERSBURG, FL (C)() 16,09. 0.N/A N/A & OTHER PROGRAM FUNDING Shedule I (Form 990)

39 Shedule I (Form 990) UNITED WAY SUNCOAST, INC Page 1 Part II Continuation of Grants and Other Assistane to Governments and Organizations in the United States (Shedule I (Form 990), Part II.) (a) Name and address of () EIN () IRC setion (d) Amount of (e) Amount of (f) Method of (g) Desription of (h) organization or government if appliale ash grant non-ash non-ash assistane assistane valuation (ook, FMV, appraisal, other) Purpose of grant or assistane CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG TH ST N - ST. PETERSBURG, FL (C)() 155, N/A N/A & OTHER PROGRAM FUNDING CATHOLIC CHARITIES OF DESOTO COUNTY PINEBROOK RD - VENICE, FL (C)() 5, N/A N/A & OTHER PROGRAM FUNDING CHAMPIONS FOR CHILDREN 108 W AZEELE ST TAMPA, FL (C)() 95, N/A N/A & OTHER PROGRAM FUNDING CHILD PROTECTION CENTER 70 S ORANGE AVE SARASOTA, FL (C)() 54, N/A N/A & OTHER PROGRAM FUNDING CHILDREN FIRST, INC. 17 N ORANGE AVE SARASOTA, FL (C)() 40,91. 0.N/A N/A & OTHER PROGRAM FUNDING CHILDREN'S HOME SOCIETY OF FLORIDA GULF COAST DIVISION MICHELIN CT - LUTZ, FL (C)() 59,05. 0.N/A N/A & OTHER PROGRAM FUNDING CIRCUS SARASOTA, INC. 075 BAHIA VISTA ST SARASOTA, FL (C)() 5, N/A N/A & OTHER PROGRAM FUNDING CITY OF TAMPA BLACK HISTORY PO BO 178 TAMPA, FL (C)() 6, N/A N/A & OTHER PROGRAM FUNDING CLEARPOINT CONSUMER CREDIT COUNSELING (CREDABILITY) W KENNEDY BLVD SUITE 10 - TAMPA, FL (C)(),74. 0.N/A N/A & OTHER PROGRAM FUNDING Shedule I (Form 990)

40 Shedule I (Form 990) UNITED WAY SUNCOAST, INC Page 1 Part II Continuation of Grants and Other Assistane to Governments and Organizations in the United States (Shedule I (Form 990), Part II.) (a) Name and address of () EIN () IRC setion (d) Amount of (e) Amount of (f) Method of (g) Desription of (h) organization or government if appliale ash grant non-ash non-ash assistane assistane valuation (ook, FMV, appraisal, other) Purpose of grant or assistane COMMUNITY ACTION STOPS ABUSE, INC. (CASA) ST AVE N - ST. PETERSBURG, FL (C)() 1, N/A N/A & OTHER PROGRAM FUNDING COMMUNITY CENTER FOR THE DEAF AND HARD OF HEARING TH ST BLDG F - SARASOTA, FL (C)() 18, N/A N/A & OTHER PROGRAM FUNDING COMMUNITY FOUNDATION OF TAMPA BAY, INC N REO ST STE 01 - TAMPA, FL (C)() 15, N/A N/A & OTHER PROGRAM FUNDING CORPORATION TO DEVELOP COMMUNITIES OF TAMPA, INC E HILLSBOROUGH AVE STE TAMPA, FL (C)() 0, N/A N/A & OTHER PROGRAM FUNDING COUNCIL FOR EDUCATIONAL CHANGE 65 MERIDAN PARKWAY, SUITE 10 WESTON, FL (C)() 58, N/A N/A & OTHER PROGRAM FUNDING CRISIS CENTER OF TAMPA BAY INC ONE CRISIS CENTER PLAZA TAMPA, FL (C)() 75,97. 0.N/A N/A & OTHER PROGRAM FUNDING DEVEREU FOUNDATION 5850 T. G. LEE BLVD., SUITE 400 ORLANDO, FL (C)() 60, N/A N/A & OTHER PROGRAM FUNDING DIRECTIONS FOR LIVING 147 S BELCHER RD CLEARWATER, FL (C)() 19, N/A N/A & OTHER PROGRAM FUNDING DRUG ABUSE COMPREHENSIVE COORDINATING OFFICE (DACCO) - 44 E COLUMBUS DR - TAMPA, FL (C)() 8, N/A N/A & OTHER PROGRAM FUNDING Shedule I (Form 990)

41 Shedule I (Form 990) UNITED WAY SUNCOAST, INC Page 1 Part II Continuation of Grants and Other Assistane to Governments and Organizations in the United States (Shedule I (Form 990), Part II.) (a) Name and address of () EIN () IRC setion (d) Amount of (e) Amount of (f) Method of (g) Desription of (h) organization or government if appliale ash grant non-ash non-ash assistane assistane valuation (ook, FMV, appraisal, other) Purpose of grant or assistane EARLY CHILDHOOD SCHOOL READINESS PROGRAM - SDHC MAIL RTE 8, 5701 E HILLSBOROUGH AVE STE 01 - TAMPA, FL (C)() 110,86. 0.N/A N/A & OTHER PROGRAM FUNDING EARLY LEARNING COALITION OF SARASOTA COUNTY, INC TH ST BLDG L - SARASOTA, FL (C)() 7, N/A N/A & OTHER PROGRAM FUNDING EASTER SEALS FLORIDA INC 401 E HENRY AVE TAMPA, FL (C)() 5,5. 0.N/A N/A & OTHER PROGRAM FUNDING EASTER SEALS SOUTHWEST FLORIDA, INC BRADEN AVE. - SARASOTA, FL (C)() 14, N/A N/A & OTHER PROGRAM FUNDING EDC OF SARASOTA COUNTY 1680 FRUITVILLE RD SARASOTA, FL (C)() 10, N/A N/A & OTHER PROGRAM FUNDING EPILEPSY SERVICES OF WEST CENTRAL FLORIDA, INC W SLIGH AVE - TAMPA, FL (C)(),70. 0.N/A N/A & OTHER PROGRAM FUNDING FAMILY PROMISE OF GREATER ORLANDO INC - 1 N ORANGE AVE - ORLANDO, FL (C)() 5, N/A N/A & OTHER PROGRAM FUNDING FLORIDA CENTER FOR EARLY CHILDHOOD TH ST SARASOTA, FL (C)() 01, N/A N/A & OTHER PROGRAM FUNDING FLORIDA STUDIO THEATRE, INC. 141 N PALM AVE SARASOTA, FL (C)() 5, N/A N/A & OTHER PROGRAM FUNDING Shedule I (Form 990)

42 Shedule I (Form 990) UNITED WAY SUNCOAST, INC Page 1 Part II Continuation of Grants and Other Assistane to Governments and Organizations in the United States (Shedule I (Form 990), Part II.) (a) Name and address of () EIN () IRC setion (d) Amount of (e) Amount of (f) Method of (g) Desription of (h) organization or government if appliale ash grant non-ash non-ash assistane assistane valuation (ook, FMV, appraisal, other) Purpose of grant or assistane FRAMEWORKS OF TAMPA BAY 40 EAST OAK AVENUE TAMPA, FL (C)() 6,5. 0.N/A N/A & OTHER PROGRAM FUNDING FRIENDS OF TAMPA FIREFIGHTERS 116 S 4TH ST TAMPA, FL (C)() 6,0. 0.N/A N/A & OTHER PROGRAM FUNDING GIRL SCOUTS OF GULF COAST FLORIDA, INC CATTLEMEN RD - SARASOTA, FL (C)(), N/A N/A & OTHER PROGRAM FUNDING GIRL SCOUTS WEST CENTRAL FLORIDA COUNCIL EISENHOWER BLVD - TAMPA, FL (C)() 194,55. 0.N/A N/A & OTHER PROGRAM FUNDING GIRLS INCORPORATED OF PINELLAS ST ST N PINELLAS PARK, FL (C)() 195, N/A N/A & OTHER PROGRAM FUNDING GREATER TAMPA BAY AREA COUNCIL, INC., BOY SCOUTS OF AMERICA - 18 N CENTRAL AVE - TAMPA, FL (C)() 07, N/A N/A & OTHER PROGRAM FUNDING GULF COAST COMMUNITY FOUNDATION 601 TAMIAMI TRAIL SOUTH VENICE, FL (C)() 5, N/A N/A & OTHER PROGRAM FUNDING H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE MAGNOLIA DRIVE - TAMPA, FL (C)() 8,6. 0.N/A N/A & OTHER PROGRAM FUNDING HAPPY WORKERS LEARNING CENTER, INC 90 19TH ST S ST. PETERSBURG, FL (C)() 15, N/A N/A & OTHER PROGRAM FUNDING Shedule I (Form 990)

43 Shedule I (Form 990) UNITED WAY SUNCOAST, INC Page 1 Part II Continuation of Grants and Other Assistane to Governments and Organizations in the United States (Shedule I (Form 990), Part II.) (a) Name and address of () EIN () IRC setion (d) Amount of (e) Amount of (f) Method of (g) Desription of (h) organization or government if appliale ash grant non-ash non-ash assistane assistane valuation (ook, FMV, appraisal, other) Purpose of grant or assistane HCC - INSTITUTE FOR CORPORATE & CONTINUING EDUCATION - 9 COLUMBIA DR - TAMPA, FL (C)() 1, N/A N/A & OTHER PROGRAM FUNDING HELPING HAND DAY NURSERY, INC. 100 N 56TH ST SUITE 10 TAMPA, FL (C)() 196,1. 0.N/A N/A & OTHER PROGRAM FUNDING HILLSBOROUGH COUNTY FIRE RESCUE FOUNDATION E HANNA AVE - TAMPA, FL (C)() 8, N/A N/A & OTHER PROGRAM FUNDING HILLSBOROUGH COUNTY FIREFIGHTER CHARITIES, INC W COUNTRY CLUB DR - TAMPA, FL (C)() 10, N/A N/A & OTHER PROGRAM FUNDING HILLSBOROUGH COUNTY PUBLIC SCHOOLS 06 N HOWARD AVE TAMPA, FL (C)() 15, N/A N/A & OTHER PROGRAM FUNDING HILLSBOROUGH FIREFIGHTERS BENEVOLENT RELIEF FUND LAKEFRONT DR - WESLEY CHAPEL, FL (C)() 16,11. 0.N/A N/A & OTHER PROGRAM FUNDING HISPANIC SERVICES COUNCIL 90 N ARMENIA AVE STE 01 TAMPA, FL (C)() 49,98. 0.N/A N/A & OTHER PROGRAM FUNDING JEWISH FAMILY & CHILDREN'S SERVICE OF SARASOTA-MANATEE FRUITVILLE RD - SARASOTA, FL (C)() 09,85. 0.N/A N/A & OTHER PROGRAM FUNDING JUNIOR ACHIEVEMENT OF TAMPA BAY 1707 N ND STR TAMPA, FL (C)() 16, N/A N/A & OTHER PROGRAM FUNDING Shedule I (Form 990)

44 Shedule I (Form 990) UNITED WAY SUNCOAST, INC Page 1 Part II Continuation of Grants and Other Assistane to Governments and Organizations in the United States (Shedule I (Form 990), Part II.) (a) Name and address of () EIN () IRC setion (d) Amount of (e) Amount of (f) Method of (g) Desription of (h) organization or government if appliale ash grant non-ash non-ash assistane assistane valuation (ook, FMV, appraisal, other) Purpose of grant or assistane LIFEPOINT COMMUNITY CHURCH OF TAMPA BAY HUNTERS LAKE DR - TAMPA, FL (C)() 8, N/A N/A & OTHER PROGRAM FUNDING LUTHERAN SERVICES OF FLORIDA 65 W WATERS AVE TAMPA, FL (C)() 68,60. 0.N/A N/A & OTHER PROGRAM FUNDING MACDONALD TRAINING CENTER 540 W CYPRESS ST TAMPA, FL (C)() 196,99. 0.N/A N/A & OTHER PROGRAM FUNDING MENTAL HEALTH COMMUNITY CENTERS, INC B S TUTTLE AVE - SARASOTA, FL (C)(),66. 0.N/A N/A & OTHER PROGRAM FUNDING METROPOLITAN MINISTRIES 00 N FLORIDA AVE TAMPA, FL (C)() 6,90. 0.N/A N/A & OTHER PROGRAM FUNDING NEIGHBORLY CARE NETWORK 1945 EVERGREEN AVE CLEARWATER, FL (C)() 66,48. 0.N/A N/A & OTHER PROGRAM FUNDING NONPROFIT LEADERSHIP CENTER OF TAMPA BAY N. WESTSHORE BLVD, SUITE TAMPA, FL (C)() 45, N/A N/A & OTHER PROGRAM FUNDING OPERATION PAR, INC TH ST N PINELLAS PARK, FL (C)() 71, N/A N/A & OTHER PROGRAM FUNDING PACE CENTER FOR GIRLS - HILLSBOROUGH - ONE WEST ADAMS STREET - JACKSONVILLE, FL (C)() 1,65. 0.N/A N/A & OTHER PROGRAM FUNDING Shedule I (Form 990)

45 Shedule I (Form 990) UNITED WAY SUNCOAST, INC Page 1 Part II Continuation of Grants and Other Assistane to Governments and Organizations in the United States (Shedule I (Form 990), Part II.) (a) Name and address of () EIN () IRC setion (d) Amount of (e) Amount of (f) Method of (g) Desription of (h) organization or government if appliale ash grant non-ash non-ash assistane assistane valuation (ook, FMV, appraisal, other) Purpose of grant or assistane PARC 190 TYRONE BLVD N ST. PETERSBURG, FL (C)() 1, N/A N/A & OTHER PROGRAM FUNDING PERSONAL ENRICHMENT THROUGH MENTAL HEALTH SERVICES - PEMHS TH ST N - PINELLAS PARK, FL (C)() 80, N/A N/A & OTHER PROGRAM FUNDING PHILLIPS EETER ACADEMY 0 MAIN ST EETER, NH (C)() 5, N/A N/A & OTHER PROGRAM FUNDING PINELLAS COUNTY URBAN LEAGUE 1ST ST N ST. PETERSBURG, FL (C)() 11,59. 0.N/A N/A & OTHER PROGRAM FUNDING PINELLAS OPPORTUNITY COUNCIL, INC. FIFTH FL STE 157, 501 1ST AVE N ST. PETERSBURG, FL (C)() 40, N/A N/A & OTHER PROGRAM FUNDING PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC - 76 CENTRAL AVE - SARASOTA, FL (C)() 51, N/A N/A & OTHER PROGRAM FUNDING PRESCHOOL EPERIENCE, INC TH AVE N ST. PETERSBURG, FL (C)() 118, N/A N/A & OTHER PROGRAM FUNDING R'CLUB CHILD CARE, INC TH ST N ST. PETERSBURG, FL (C)() 98, N/A N/A & OTHER PROGRAM FUNDING REDLANDS CHRISTIAN MIGRANT ASSOCIATION (RCMA) - 40 W MAIN ST - IMMOKALEE, FL (C)() 0, N/A N/A & OTHER PROGRAM FUNDING Shedule I (Form 990)

46 Shedule I (Form 990) UNITED WAY SUNCOAST, INC Page 1 Part II Continuation of Grants and Other Assistane to Governments and Organizations in the United States (Shedule I (Form 990), Part II.) (a) Name and address of () EIN () IRC setion (d) Amount of (e) Amount of (f) Method of (g) Desription of (h) organization or government if appliale ash grant non-ash non-ash assistane assistane valuation (ook, FMV, appraisal, other) Purpose of grant or assistane RELIGIOUS COMMUNITY SERVICES (RCS) 50 S MARTIN LUTHER KING JR AVE CLEARWATER, FL (C)() 108,5. 0.N/A N/A & OTHER PROGRAM FUNDING RISE TAMPA 411 N FRANKLIN ST TAMPA, FL (C)() 1,8. 0.N/A N/A & OTHER PROGRAM FUNDING SAFE PLACE & RAPE CRISIS CENTER OF SARASOTA, INC MAIN ST - SARASOTA, FL (C)() 60,64. 0.N/A N/A & OTHER PROGRAM FUNDING SALVATION ARMY - SARASOTA CORPS TH ST SARASOTA, FL (C)() 165, N/A N/A & OTHER PROGRAM FUNDING SALVATION ARMY - TAMPA AREA COMMAND N FLORIDA AVE - TAMPA, FL (C)() 8,67. 0.N/A N/A & OTHER PROGRAM FUNDING SARASOTA FAMILY YMCA 1 S SCHOOL AVE STE 01 SARASOTA, FL (C)() 119,18. 0.N/A N/A & OTHER PROGRAM FUNDING SELF RELIANCE, INC N ARMENIA AVE TAMPA, FL (C)() 18, N/A N/A & OTHER PROGRAM FUNDING SENIOR FRIENDSHIP CENTERS SARASOTA 1888 BROTHER GEENEN WAY SARASOTA, FL (C)() 50, N/A N/A & OTHER PROGRAM FUNDING SENIORS IN SERVICE OF TAMPA BAY, INC W SLIGH AVE - TAMPA, FL (C)() 104,46. 0.N/A N/A & OTHER PROGRAM FUNDING Shedule I (Form 990)

47 Shedule I (Form 990) UNITED WAY SUNCOAST, INC Page 1 Part II Continuation of Grants and Other Assistane to Governments and Organizations in the United States (Shedule I (Form 990), Part II.) (a) Name and address of () EIN () IRC setion (d) Amount of (e) Amount of (f) Method of (g) Desription of (h) organization or government if appliale ash grant non-ash non-ash assistane assistane valuation (ook, FMV, appraisal, other) Purpose of grant or assistane ST. PETERSBURG COLLEGE FOUNDATION, INC TH AVENUE N. - ST. PETERSBURG, FL (C)() 46, N/A N/A & OTHER PROGRAM FUNDING ST. PETERSBURG FREE CLINIC 86 RD AVE N ST. PETERSBURG, FL (C)() 5,80. 0.N/A N/A & OTHER PROGRAM FUNDING ST. TIMOTHY CATHOLIC CHURCH 1751 LAKESHORE RD LUTZ, FL (C)() 5, N/A N/A & OTHER PROGRAM FUNDING STARTING RIGHT NOW TAMPA PALMS BLVD STE 1 TAMPA, FL (C)() 5,10. 0.N/A N/A & OTHER PROGRAM FUNDING SUN COAST POLICE LAW ENFORCEMENT CHARITIES TH ST N STE CLEARWATER, FL (C)() 8, N/A N/A & OTHER PROGRAM FUNDING SUNCOAST CENTER 404 CENTRAL AVE ST. PETERSBURG, FL (C)() 49, N/A N/A & OTHER PROGRAM FUNDING SUNCOAST EPILEPSY ASSOCIATION. INC TH AVE N - ST. PETERSBURG, FL (C)(),08. 0.N/A N/A & OTHER PROGRAM FUNDING TAMPA BAY NETWORK TO END HUNGER 45 W KENNEDY BLVD SUITE 5 TAMPA, FL (C)() 10, N/A N/A & OTHER PROGRAM FUNDING TAMPA BAY PARTNERSHIP REGIONAL RESEARCH & EDUCATION FDN W. CYPRESS STREET, SUITE TAMPA, FL (C)() 5, N/A N/A & OTHER PROGRAM FUNDING Shedule I (Form 990)

48 Shedule I (Form 990) UNITED WAY SUNCOAST, INC Page 1 Part II Continuation of Grants and Other Assistane to Governments and Organizations in the United States (Shedule I (Form 990), Part II.) (a) Name and address of () EIN () IRC setion (d) Amount of (e) Amount of (f) Method of (g) Desription of (h) organization or government if appliale ash grant non-ash non-ash assistane assistane valuation (ook, FMV, appraisal, other) Purpose of grant or assistane TAMPA CROSSROADS 5109 N NEBRASKA AVE TAMPA, FL (C)() 40,9. 0.N/A N/A & OTHER PROGRAM FUNDING TAMPA FIREFIGHTERS CHARITY FUND, INC N BOULEVARD - TAMPA, FL (C)() 11, N/A N/A & OTHER PROGRAM FUNDING TAMPA FIREFIGHTERS MUSEUM 70 ZACK STREET TAMPA, FL (C)() 6,8. 0.N/A N/A & OTHER PROGRAM FUNDING TAMPA JCC/FEDERATION 1009 COMMUNITY CAMPUS DR TAMPA, FL (C)() 44,56. 0.N/A N/A & OTHER PROGRAM FUNDING TAMPA JEWISH FAMILY SERVICES 1009 COMMUNITY CAMPUS DR STE 114 TAMPA, FL (C)() 61,76. 0.N/A N/A & OTHER PROGRAM FUNDING TAMPA LIGHTHOUSE FOR THE BLIND 1106 W PLATT ST TAMPA, FL (C)() 76, N/A N/A & OTHER PROGRAM FUNDING TAMPA METROPOLITAN AREA YMCA 110 E OAK AVE TAMPA, FL (C)() 49,07. 0.N/A N/A & OTHER PROGRAM FUNDING TAMPA POLICE ATHLETIC LEAGUE 194 W DIANA ST TAMPA, FL (C)() 7, N/A N/A & OTHER PROGRAM FUNDING TAMPA POLICE MEMORIAL FUND COMMITTEE, INC NORTH FRANKLIN STREET - TAMPA, FL (C)() 8, N/A N/A & OTHER PROGRAM FUNDING Shedule I (Form 990)

49 Shedule I (Form 990) UNITED WAY SUNCOAST, INC Page 1 Part II Continuation of Grants and Other Assistane to Governments and Organizations in the United States (Shedule I (Form 990), Part II.) (a) Name and address of () EIN () IRC setion (d) Amount of (e) Amount of (f) Method of (g) Desription of (h) organization or government if appliale ash grant non-ash non-ash assistane assistane valuation (ook, FMV, appraisal, other) Purpose of grant or assistane THE ARC OF WALKER COUNTY 745 RUSSELL DAIRY RD JASPER, AL (C)() 14, N/A N/A & OTHER PROGRAM FUNDING THE ARC TAMPA BAY, INC 1501 N BELCHER RD STE 49 CLEARWATER, FL (C)(), N/A N/A & OTHER PROGRAM FUNDING THE CENTRE FOR WOMEN, INC 05 S HYDE PARK AVE TAMPA, FL (C)() 4, N/A N/A & OTHER PROGRAM FUNDING THE CHILDREN'S HOME INC MEMORIAL HWY TAMPA, FL (C)() 180, N/A N/A & OTHER PROGRAM FUNDING THE SPRING OF TAMPA BAY, INC PO BO 5147 TAMPA, FL (C)() 57, N/A N/A & OTHER PROGRAM FUNDING UNDERGROUND NETWORK INC 195 E ND AVE TAMPA, FL (C)() 11,6. 0.N/A N/A & OTHER PROGRAM FUNDING UNITED CEREBRAL PALSY OF TAMPA BAY 15 E HENRY AVE TAMPA, FL (C)() 76,56. 0.N/A N/A & OTHER PROGRAM FUNDING UNITED FOOD BANK AND SERVICES 70 E ALSOBROOK ST SUITE H PLANT CITY, FL (C)() 78,68. 0.N/A N/A & OTHER PROGRAM FUNDING UNITED WAY 11 OF MANASOTA, INC. POST OFFICE BO 458 SARASOTA, FL (C)() 10,1. 0.N/A N/A & OTHER PROGRAM FUNDING Shedule I (Form 990)

50 Shedule I (Form 990) UNITED WAY SUNCOAST, INC Page 1 Part II Continuation of Grants and Other Assistane to Governments and Organizations in the United States (Shedule I (Form 990), Part II.) (a) Name and address of () EIN () IRC setion (d) Amount of (e) Amount of (f) Method of (g) Desription of (h) organization or government if appliale ash grant non-ash non-ash assistane assistane valuation (ook, FMV, appraisal, other) Purpose of grant or assistane UNITED WAY OF CENTRAL FLORIDA 5605 US HWY 98 SOUTH HIGHLAND CITY, FL (C)() 5, N/A N/A & OTHER PROGRAM FUNDING UNITED WAY OF MANATEE COUNTY TH ST W BRADENTON, FL (C)() 8,16. 0.N/A N/A & OTHER PROGRAM FUNDING UNITED WAY OF PASCO COUNTY 170 CAMELOT CT LAND O'LAKES, FL (C)() 8,66. 0.N/A N/A & OTHER PROGRAM FUNDING UNITED WAY OF SOUTH SARASOTA COUNTY N HAVANA RD - VENICE, FL (C)() 9,94. 0.N/A N/A & OTHER PROGRAM FUNDING UNITED WAY OF THE MID-SOUTH 1005 TILLMAN STREET MEMPHIS, TN (C)() 17, N/A N/A & OTHER PROGRAM FUNDING UNIVERSITY AREA COMMUNITY DEVELOPMENT CORPORATION, INC N ND ST - TAMPA, FL (C)() 90, N/A N/A & OTHER PROGRAM FUNDING UNIVERSITY OF SOUTH FLORIDA FOUNDATION - 40 E FOWLER AVE STOP ALC100 - TAMPA, FL (C)() 8, N/A N/A & OTHER PROGRAM FUNDING UNIVERSITY OF SOUTH FLORIDA SARASOTA / MANATEE N TAMIAMI TRAIL - SARASOTA, FL (C)() 0, N/A N/A & OTHER PROGRAM FUNDING VAN DYKE UNITED METHODIST CHURCH 1700 LAKESHORE RD LUTZ, FL (C)() 5,68. 0.N/A N/A & OTHER PROGRAM FUNDING Shedule I (Form 990)

51 Shedule I (Form 990) UNITED WAY SUNCOAST, INC Page 1 Part II Continuation of Grants and Other Assistane to Governments and Organizations in the United States (Shedule I (Form 990), Part II.) (a) Name and address of () EIN () IRC setion (d) Amount of (e) Amount of (f) Method of (g) Desription of (h) organization or government if appliale ash grant non-ash non-ash assistane assistane valuation (ook, FMV, appraisal, other) Purpose of grant or assistane YMCA OF GREATER ST. PETERSBURG 600 1ST AVE N STE 01 ST. PETERSBURG, FL (C)() 56,75. 0.N/A N/A & OTHER PROGRAM FUNDING YMCA OF THE SUNCOAST, INC. 469 ENTERPRISE RD CLEARWATER, FL (C)() 16,19. 0.N/A N/A & OTHER PROGRAM FUNDING YWCA OF TAMPA BAY 100 ND AVE N STE 10 ST. PETERSBURG, FL (C)() 77, N/A N/A & OTHER PROGRAM FUNDING TAMPA HILLSBOROUGH ECONOMIC DEVELOPMENT CORP E. KENNEDY BLVD., SUITE TAMPA, FL (C)() 5, N/A N/A & OTHER PROGRAM FUNDING UNITED WAY OF CENTRAL OHIO 60 S THIRD ST COLUMBUS, OH (C)() 5, N/A N/A & OTHER PROGRAM FUNDING Shedule I (Form 990)

52 Shedule I (Form 990) (015) UNITED WAY SUNCOAST, INC Part III Grants and Other Assistane to Domesti Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line. Part III an e dupliated if additional spae is needed. Page (a) Type of grant or assistane () Numer of () Amount of (d) Amount of nonash (e) Method of valuation (f) Desription of non-ash assistane reipients ash grant assistane (ook, FMV, appraisal, other) INDIVIDUAL SAVINGS ACCOUNT (IDA) PROGRAM MATCHES 1 41, N/A N/A COLLEGE SCHOLARSHIPS 4 16, N/A N/A HOUSING, UTILITY, FOOD ASSISTANCE 6 4,10. 0.N/A N/A Part IV Supplemental Information. Provide the information required in Part I, line, Part III, olumn (), and any other additional information. PART I, LINE : MONITORING POLICIES FOR ALLOCATED GRANT FUNDING: ALL ORGANIZATIONS RECEIVING GRANT FUNDING HAVE PASSED AN INITIAL APPLICATION PROCESS THAT DEMANDS QUALIFICATION BASED ON QUALITY AND ACCOUNTABILITY FOR ALL ASPECTS OF THE ORGANIZATION (GOVERNANCE, FISCAL, PERSONNEL MANAGEMENT, AND PROGRAMS). ONCE ELIGIBLE, AGENCIES ARE INVITED TO APPLY ANNUALLY (OR ON A TIMELINE DETERMINED BY THE BOARD) FOR SUPPORT OF SPECIFIC PROGRAMS ADDRESSING CRITICAL COMMUNITY NEED. PROGRAM APPLICATIONS ARE REVIEWED BY TEAMS OF STAFF AND VOLUNTEERS IN THE INVESTMENT REVIEW Shedule I (Form 990) (015)

53 Shedule I (Form 990) UNITED WAY SUNCOAST, INC Part IV Supplemental Information Page PROCESS. RECOMMENDATIONS FROM THESE TEAMS GO TO THE COMMUNITY AND PARTNERSHIP DEVELOPMENT COMMITTEE FOR APPROVAL BEFORE GOING TO THE BOARD FOR FINAL APPROVAL. PROGRAM GRANT CRITERIA INCLUDES: ALIGNMENT WITH UNITED WAY S IMPACT AGENDA, PROGRAM PERFORMANCE, AND NEED OR AVAILABILITY OF FUNDS FROM OTHER SOURCES. QUALIFYING FOR FUNDING AS AN AGENCY DOES NOT GUARANTEE FUNDING FOR PROGRAM APPLICATIONS. GRANT PERFORMANCE IS REVIEWED EVERY 6 MONTHS OR AS DETERMINED NECESSARY BY STAFF AND VOLUNTEERS Shedule I (Form 990) 5

54 SCHEDULE J (Form 990) Department of the Treasury Internal Revenue Servie For ertain Offiers, Diretors, Trustees, Key Employees, and Highest Compensated Employees Complete if the organization answered "Yes" on Form 990, Part IV, line. Attah to Form 990. Information aout Shedule J (Form 990) and its instrutions is at OMB No Open to Puli Inspetion Name of the organization Employer identifiation numer UNITED WAY SUNCOAST, INC Part I Questions Regarding Compensation 1a Chek the appropriate ox(es) if the organization provided any of the following to or for a person listed on Form 990, Part VII, Setion A, line 1a. Complete Part III to provide any relevant information regarding these items. First-lass or harter travel Travel for ompanions Tax indemnifiation and gross-up payments Disretionary spending aount Compensation Information Housing allowane or residene for personal use Payments for usiness use of personal residene Health or soial lu dues or initiation fees Personal servies (e.g., maid, hauffeur, hef) 015 Yes No a a a LHA If any of the oxes on line 1a are heked, did the organization follow a written poliy regarding payment or reimursement or provision of all of the expenses desried aove? If "No," omplete Part III to explain~~~~~~~~~~~ Did the organization require sustantiation prior to reimursing or allowing expenses inurred y all diretors, trustees, and offiers, inluding the CEO/Exeutive Diretor, regarding the items heked in line 1a? ~~~~~~~~~~~~ Indiate whih, if any, of the following the filing organization used to estalish the ompensation of the organization s CEO/Exeutive Diretor. Chek all that apply. Do not hek any oxes for methods used y a related organization to estalish ompensation of the CEO/Exeutive Diretor, ut explain in Part III. Compensation ommittee Written employment ontrat Independent ompensation onsultant Compensation survey or study Form 990 of other organizations Approval y the oard or ompensation ommittee During the year, did any person listed on Form 990, Part VII, Setion A, line 1a, with respet to the filing organization or a related organization: Reeive a severane payment or hange-of-ontrol payment? Partiipate in, or reeive payment from, a supplemental nonqualified retirement plan? ~~~~~~~~~~~~~~~~~~~~ Partiipate in, or reeive payment from, an equity-ased ompensation arrangement? ~~~~~~~~~~~~~~~~~~~~ Only setion 501()(), 501()(4), and 501()(9) organizations must omplete lines 5-9. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes" to any of lines 4a-, list the persons and provide the appliale amounts for eah item in Part III. For persons listed on Form 990, Part VII, Setion A, line 1a, did the organization pay or arue any ompensation ontingent on the revenues of: The organization? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Any related organization? If "Yes" to line 5a or 5, desrie in Part III. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ For persons listed on Form 990, Part VII, Setion A, line 1a, did the organization pay or arue any ompensation ontingent on the net earnings of: The organization? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Any related organization? If "Yes" on line 6a or 6, desrie in Part III. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ For persons listed on Form 990, Part VII, Setion A, line 1a, did the organization provide any non-fixed payments not desried on lines 5 and 6? If "Yes," desrie in Part III~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Were any amounts reported on Form 990, Part VII, paid or arued pursuant to a ontrat that was sujet to the initial ontrat exeption desried in Regulations setion (a)()? If "Yes," desrie in Part III ~~~~~~~~~~~ If "Yes" to line 8, did the organization also follow the reuttale presumption proedure desried in Regulations setion ()? For Paperwork Redution At Notie, see the Instrutions for Form 990. Shedule J (Form 990) a 4 4 5a 5 6a

55 Shedule J (Form 990) 015 UNITED WAY SUNCOAST, INC Part II Offiers, Diretors, Trustees, Key Employees, and Highest Compensated Employees. Use dupliate opies if additional spae is needed. For eah individual whose ompensation must e reported on Shedule J, report ompensation from the organization on row (i) and from related organizations, desried in the instrutions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII. Note: The sum of olumns (B)(i)-(iii) for eah listed individual must equal the total amount of Form 990, Part VII, Setion A, line 1a, appliale olumn (D) and (E) amounts for that individual. Page (A) Name and Title (1) SUZANNE MCCORMICK (i) 199, ,051. 8, ,17. 40,4. 0. PRESIDENT & CEO (ii) () SUSAN CASPER (i) 70, ,804.,90. 9,6. 19, FORMER CFO (SEPARATION DATE 6/5/15) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (B) Breakdown of W- and/or 1099-MISC ompensation (C) Retirement and (D) Nontaxale (E) Total of olumns (F) Compensation other deferred enefits (B)(i)-(D) in olumn (B) (i) Base (ii) Bonus & (iii) Other ompensation reported as deferred ompensation inentive reportale on prior Form 990 ompensation ompensation 55 Shedule J (Form 990) 015

56 Shedule J (Form 990) 015 UNITED WAY SUNCOAST, INC Part III Supplemental Information Provide the information, explanation, or desriptions required for Part I, lines 1a, 1,, 4a, 4, 4, 5a, 5, 6a, 6, 7, and 8, and for Part II. Also omplete this part for any additional information. Page PART I, LINE 4A: THE SENIOR VP OF INDIVIDUAL PHILANTHROPY, DAVID OSBORNE, RECEIVED A SEVERANCE PAYMENT OF $1,7 UPON TERMINATION. THE AMOUNT WAS PAID DURING THE 016 CALENDAR YEAR. AT THE CLOSE OF THE PRIOR FISCAL YEAR, THE POSITION OF CFO WAS ELIMINATED. THE CFO, SUSAN CASPER, RECEIVED A SEVERANCE PAYMENT OF $45,504 UPON TERMINATION. THIS AMOUNT WAS PAID DURING THE 015 CALENDAR YEAR. Shedule J (Form 990)

57 Transations With Interested Persons SCHEDULE L (Form 990 or 990-EZ) Complete if the organization answered "Yes" on Form 990, Part IV, line 5a, 5, 6, 7, 8a, 8, or 8, or Form 990-EZ, Part V, line 8a or 40. Department of the Treasury Attah to Form 990 or Form 990-EZ. Internal Revenue Servie Information aout Shedule L (Form 990 or 990-EZ) and its instrutions is at OMB No Open To Puli Inspetion Name of the organization Employer identifiation numer UNITED WAY SUNCOAST, INC Part I Exess Benefit Transations (setion 501()(), setion 501()(4), and 501()(9) organizations only). Complete if the organization answered "Yes" on Form 990, Part IV, line 5a or 5, or Form 990-EZ, Part V, line () Relationship etween disqualified (d) Correted? (a) Name of disqualified person person and organization () Desription of transation Yes No Part II Enter the amount of tax inurred y the organization managers or disqualified persons during the year under setion 4958 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Enter the amount of tax, if any, on line, aove, reimursed y the organization ~~~~~~~~~~~~~~~~ Loans to and/or From Interested Persons. Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 8a or Form 990, Part IV, line 6; or if the organization reported an amount on Form 990, Part, line 5, 6, or. Loan to or (a) Name of () Relationship () Purpose (d) (e) Original (f) (g) (h) Approved Balane due In (i) Written from the y oard or interested person with organization of loan organization? prinipal amount default? ommittee? agreement? Total $ Part III Grants or Assistane Benefiting Interested Persons. To From Complete if the organization answered "Yes" on Form 990, Part IV, line 7. Yes No Yes No Yes No (a) Name of interested person () Relationship etween () Amount of (d) Type of (e) Purpose of interested person and assistane assistane assistane the organization $ $ LHA For Paperwork Redution At Notie, see the Instrutions for Form 990 or 990-EZ. Shedule L (Form 990 or 990-EZ)

58 Shedule L (Form 990 or 990-EZ) 015 UNITED WAY SUNCOAST, INC Part IV Business Transations Involving Interested Persons. Complete if the organization answered "Yes" on Form 990, Part IV, line 8a, 8, or 8. (a) Name of interested person () Relationship etween interested () Amount of (d) Desription of person and the organization transation transation Page (e) Sharing of organization s revenues? Yes No PAUL REILLY BOARD MEMBER 75,60.SEE PART V Part V Supplemental Information Provide additional information for responses to questions on Shedule L (see instrutions). PART IV - BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: THE BOARD MEMBER IS THE CEO OF RAYMOND JAMES WHERE UNITED WAY SUNCOAST HAS SEVERAL BROKERAGE ACCOUNTS. THE MARKET BASIS OF THE INVESTMENTS AS OF JUNE 0, 016 IS $14,788,98. THE AMOUNT OF THE TRANSACTION REPORTED IN COLUMN (C) ABOVE REPRESENTS INVESTMENT MANAGEMENT FEES PAID TO RAYMOND JAMES DURING THE YEAR Shedule L (Form 990 or 990-EZ)

59 SCHEDULE M (Form 990) OMB No J Complete if the organizations answered "Yes" on Form 990, Part IV, lines 9 or 0. Department of the Treasury Internal Revenue Servie J Attah to Form 990. J Information aout Shedule M (Form 990) and its instrutions is at Open To Puli Inspetion Name of the organization Employer identifiation numer UNITED WAY SUNCOAST, INC Part I Types of Property (a) () () (d) Chek if Method of determining appliale nonash ontriution amounts Art - Works of art ~~~~~~~~~~~~~ Art - Historial treasures ~~~~~~~~~ Art - Frational interests ~~~~~~~~~~ Books and puliations ~~~~~~~~~~ Clothing and household goods ~~~~~~ Cars and other vehiles ~~~~~~~~~~ Boats and planes ~~~~~~~~~~~~~ Intelletual property Seurities - Pulily traded ~~~~~~~~~~~ ~~~~~~~~ Seurities - Closely held stok~~~~~~~ Seurities - Partnership, LLC, or trust interests Seurities - Misellaneous ~~~~~~~~~~~~~~ Qualified onservation ontriution - Histori strutures ~~~~~~~~ ~~~~~~~~~~~~ Qualified onservation ontriution - Other~ Real estate - Residential Real estate - Commerial ~~~~~~~~~ Real estate - Other ~~~~~~~~~ ~~~~~~~~~~~~ Colletiles ~~~~~~~~~~~~~~~~ Food inventory ~~~~~~~~~~~~~~ Drugs and medial supplies ~~~~~~~~ Taxidermy Historial artifats Sientifi speimens ~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~ Arheologial artifats ~~~~~~~~~~ Other J ( ) Other J ( ) Other J ( ) Other J ( ) Numer of ontriutions or items ontriuted Numer of Forms 88 reeived y the organization during the tax year for ontriutions Nonash ontriution amounts reported on Form 990, Part VIII, line 1g for whih the organization ompleted Form 88, Part IV, Donee Aknowledgement ~~~~ 0a During the year, did the organization reeive y ontriution any property reported in Part I, lines 1 through 8, that it must hold for at least three years from the date of the initial ontriution, and whih is not required to e used for exempt purposes for the entire holding period? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes," desrie the arrangement in Part II. Does the organization have a gift aeptane poliy that requires the review of any non-standard ontriutions? ~~~~~~ a Does the organization hire or use third parties or related organizations to soliit, proess, or sell nonash LHA ontriutions? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes," desrie in Part II. If the organization did not report an amount in olumn () for a type of property for whih olumn (a) is heked, desrie in Part II. Nonash Contriutions ,968.STOCK QUOTE 015 For Paperwork Redution At Notie, see the Instrutions for Form 990. Shedule M (Form 990) (015) 0a 1 a 1 Yes No

60 Shedule M (Form 990) (015) UNITED WAY SUNCOAST, INC Page Part II Supplemental Information. Provide the information required y Part I, lines 0,, and, and whether the organization is reporting in Part I, olumn (), the numer of ontriutions, the numer of items reeived, or a omination of oth. Also omplete this part for any additional information. SCHEDULE M, LINE B: UNITED WAY SUNCOAST UTILIZED AN AUCTIONEER AND ONLINE BIDDING SOFTWARE COMPANY TO ASSIST WITH THE SILENT AND LIVE AUCTION THAT OCCURS AT OUR ART OF GIVING EVENT Shedule M (Form 990) (015) 60

61 SCHEDULE O (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Servie Name of the organization Supplemental Information to Form 990 or 990-EZ 015 OMB No Complete to provide information for responses to speifi questions on Form 990 or 990-EZ or to provide any additional information. Attah to Form 990 or 990-EZ. Open to Puli Information aout Shedule O (Form 990 or 990-EZ) and its instrutions is at Inspetion Employer identifiation numer UNITED WAY SUNCOAST, INC FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: UNITED WAY SUNCOAST WORKS TO BREAK THE CYCLE OF GENERATIONAL POVERTY THROUGH EDUCATIONAL PROGRAMS THAT GIVE CHILDREN THE SKILLS TO SUCCEED AND HELP ADULTS ACHIEVE LONG-TERM FINANCIAL STABILITY SO THEY CAN SUPPORT THEMSELVES AND THEIR FAMILIES. THIS WORK IS ACCOMPLISHED BY FOCUSING ON THE COMMUNITY IMPACT PRIORITIES PRESENTED BELOW. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: THROUGH OUR INVESTMENT OF $,65,080,,840 CHILDREN IN NEED HAD ACCESS TO EDUCATIONAL PROGRAMMING OVER THE SUMMER SO THEY WERE BETTER PREPARED WHEN THEY RETURNED TO SCHOOL AND 1,019 LOCAL CHILDREN HAD ACCESS TO EDUCATION AND SUPPORT PROGRAMS. IN ADDITION TO AGENCY-BASED PROGRAMS, UNITED WAY SUNCOAST DIRECTLY MANAGES SPECIFIC PROGRAMS FOCUSED ON EARLY LEARNING TO HELP CHILDREN IN THE SUNCOAST REGION SUCCEED: SUMMER CARE IN ORDER TO PREVENT LEARNING LOSS OVER THE SUMMER, UNITED WAY SUNCOAST FUNDS SCHOLARSHIPS FOR LOW-INCOME CHILDREN TO ATTEND A FREE, FULL-TIME, HIGH-QUALITY SUMMER PROGRAMS. ADULT FAMILY MEMBERS OF CHILDREN RECEIVING SCHOLARSHIPS ATTEND EDUCATIONAL WORKSHOPS TO HELP BUILD MORE FINANCIALLY SECURE HOUSEHOLDS. ALL CHILDREN AT THE SUMMER CARE SITES RECEIVE A SUMMER BRIDGE BOOK AND SPEND A MINIMUM OF 0 MINUTES WORKING ON THE CURRICULUM DAILY. DURING THE SUMMER OF 015, 59 CHILDREN RECEIVED SCHOLARSHIPS AND 58 ADULTS ATTENDED A FINANCIAL EDUCATION COURSE.,08 CHILDREN USED THE SUMMER BRIDGE BOOKS AND 40 RECEIVED INDIVIDUAL TUTORING TO HELP IMPROVE THEIR READING SKILLS. UWS INVESTED LHA For Paperwork Redution At Notie, see the Instrutions for Form 990 or 990-EZ. Shedule O (Form 990 or 990-EZ) (015)

62 Shedule O (Form 990 or 990-EZ) (015) Page Name of the organization Employer identifiation numer UNITED WAY SUNCOAST, INC ABOUT $551,50 IN THE SUMMER CARE PROGRAM DURING THE YEAR. READINGPALS READINGPALS IS AN EARLY LEARNING INITIATIVE FOR CHILDREN IN GRADES K-. THE PROGRAM FOCUSES ON HELPING STRUGGLING READERS ECEL AND TO FOSTER AN APPRECIATION FOR READING IN CHILDREN AND TO BUILD LITERACY SKILLS. THROUGH READINGPALS, VOLUNTEER READING TUTORS DIRECTLY IMPACT CHILDREN S ACADEMIC SUCCESS BY SPENDING ONE HOUR EACH WEEK WORKING WITH STUDENTS WHO NEED HELP THE MOST, MAKING SURE THEY HAVE THE BEST CHANCE FOR SUCCESS. IN , 117 VOLUNTEERS SERVED 16 CHILDREN AT SITES IN HILLSBOROUGH AND PINELLAS COUNTIES. WALKING SCHOOL BUS THE WALKING SCHOOL BUS HELPS STUDENTS AT CAMPBELL PARK ELEMENTARY IN SOUTH SAINT PETERSBURG ARRIVE AT SCHOOL SAFELY AND ON-TIME EACH DAY. TARDINESS AND ABSENTEEISM HAVE DROPPED SINCE THE PROGRAM BEGAN, WITH CHILDREN ARRIVING ON-TIME TO HAVE A WELL-BALANCED BREAKFAST BEFORE CLASS, ENSURING THAT THEY ARE ALERT AND READY TO LEARN FROM THE MOMENT THEY STEP INTO THE CLASSROOM. IN , MORE THAN 40 PARENTS AND VOLUNTEERS ACCOMPANIED 7 STUDENTS ON THEIR WALK TO SCHOOL DURING THE SCHOOL YEAR AND SUMMER. MYON THE READ ON MYON PARTNERSHIP PROVIDES ALL CHILDREN FROM BIRTH THROUGH EIGHTH GRADE IN HILLSBOROUGH COUNTY WITH ACCESS TO MORE THAN 10,000 E-BOOKS. THE GOAL OF THE MYON PARTNERSHIP IS TO PROVIDE EACH CHILD IN OUR COMMUNITY WITH EQUITABLE ACCESS TO THE LARGEST COLLECTION OF ENHANCED DIGITAL BOOKS TO ENCOURAGE READING, INCREASE LITERACY RATES, Shedule O (Form 990 or 990-EZ) (015) 6

63 Shedule O (Form 990 or 990-EZ) (015) Page Name of the organization Employer identifiation numer UNITED WAY SUNCOAST, INC AND PROMOTE LITERACY THROUGHOUT THE REGION. FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES: FINANCIAL STABILITY (AGES 18+): TO ACHIEVE FINANCIAL STABILITY, FAMILIES MUST HAVE STABLE, ADEQUATE INCOME AS WELL AS STABLE, ADEQUATE FINANCIAL RESOURCES. STABLE, ADEQUATE INCOME IS DERIVED FROM A JOB PAYING FAMILY-SUSTAINING WAGES AND PUBLIC, EMPLOYER AND INFORMAL INCOME SUPPORTS AND SUBSIDIES. STABLE, ADEQUATE FINANCIAL RESOURCES INCLUDE SAVINGS AND ASSETS TO COVER UNEPECTED EPENSES, AFFORDABLE AND ACCESSIBLE GOODS AND SERVICES, AND SAFE, AFFORDABLE HOUSING. UNITED WAY SUNCOAST FINANCIAL STABILITY STRATEGIES INCLUDE: INCREASE ENROLLMENT IN AND COMPLETION OF DEGREE, CERTIFICATION AND/OR TRAINING PROGRAMS; PROVIDE SUPPORTS TO HELP INDIVIDUALS RETAIN EMPLOYMENT AND ENHANCE THEIR CAREERS; INCREASE FINANCIAL KNOWLEDGE AND SKILLS; CONNECT LOW-INCOME WORKING FAMILIES WITH AFFORDABLE HOUSING; INCREASE AWARENESS OF AVAILABLE INCOME SUPPORTS THROUGH EDUCATION AND OUTREACH EFFORTS; AND IMPROVE PRODUCTS AND SYSTEMS THAT ENABLE LOW-INCOME WORKING FAMILIES TO SAVE. THROUGH OUR INVESTMENT OF $1,58,975,,166 ADULTS RECEIVED PRE-EMPLOYMENT SERVICES INCLUDING GED PREPARATION, TECHNICAL CERTIFICATIONS, ETC. TO HELP THEM SECURE EMPLOYMENT WITH FAMILY SUSTAINING WAGES AND 5,081 ADULTS RECEIVED FINANCIAL EDUCATION TO BECOME MORE FINANCIALLY SECURE. IN ADDITION TO AGENCY-BASED PROGRAMS, UNITED WAY SUNCOAST DIRECTLY MANAGES SPECIFIC PROGRAMS FOCUSED ON FINANCIAL STABILITY TO HELP FAMILIES IN THE SUNCOAST REGION SUCCEED: FREE INCOME TA PREPARATION/VOLUNTEER INCOME TA ASSISTANCE Shedule O (Form 990 or 990-EZ) (015) 6

64 Shedule O (Form 990 or 990-EZ) (015) Page Name of the organization Employer identifiation numer UNITED WAY SUNCOAST, INC UNITED WAY SUNCOAST BELIEVES THAT NO LOW TO MODERATE INCOME HOUSEHOLDS SHOULD PAY SOMEONE TO FILE THEIR TAES. EACH YEAR, WE HELP RESIDENTS WITH A HOUSEHOLD INCOME OF $64,000 OR LESS KEEP THEIR HARD EARNED MONEY BY OFFERING FREE INCOME TA PREPARATION THROUGH THE VOLUNTEER INCOME TA ASSISTANCE PROGRAM AND THE PROSPERITY CAMPAIGN. DURING THE 015 TA YEAR, 15,70 TA RETURNS WERE PREPARED BY MORE THAN 00 TRAINED PROSPERITY COALITION VOLUNTEERS, RESULTING IN $1. MILLION IN REFUNDS TO THE COMMUNITY, WHICH HELPED PAY DEBT, SECURE SAFE HOUSING, AND MORE. INDIVIDUAL DEVELOPMENT ACCOUNTS UNITED WAY SUNCOAST S INDIVIDUAL DEVELOPMENT ACCOUNT (IDA) IS A MATCHED SAVINGS ACCOUNT PROGRAM THAT HELPS LOW-INCOME INDIVIDUALS ACHIEVE THEIR GOALS OF BUYING A HOME, ATTENDING SCHOOL OR OPENING A BUSINESS. ELIGIBLE PARTICIPANTS ARE REQUIRED TO SAVE MONEY WHILE ALSO ACQUIRING CRITICAL FINANCIAL EDUCATION AND LONG-TERM MONEY MANAGEMENT SKILLS. IN , 16 INDIVIDUALS COMPLETED ACCOUNTS, INCLUDING 11 PARTICIPANTS WHO PURCHASED HOMES. CAREEREDGE (MOVED OPERATIONS TO UNITED WAY SUNCOAST AS OF 1/016) CAREEREDGE IS DEDICATED TO HELPING AREA EMPLOYERS MEET THE CHALLENGES OF A FAST-CHANGING ECONOMY. ONE OF THE PRINCIPAL WAYS WE DO THAT IS BY FILLING THE WORKER "SKILL GAPS" THAT PREVENT LEADING EMPLOYERS FROM ACHIEVING STRONGER RATES OF REVENUE GROWTH. THE MISSION IS TO PROVIDE AN ECEPTIONAL LABOR FORCE TO A REGION S GROWING INDUSTRIES BY LEVERAGING COMMUNITY ASSETS AND FORMING HIGH-PERFORMING WORKFORCE PARTNERSHIPS. IN 015, 47 INCUMBENT WORKERS WERE TRAINED, 7 OF WHOM WHO WERE PROMOTED. 671 RAISES WERE EARNED; THE AVERAGE PER HOUR RAISE Shedule O (Form 990 or 990-EZ) (015) 64

65 Shedule O (Form 990 or 990-EZ) (015) Page Name of the organization Employer identifiation numer UNITED WAY SUNCOAST, INC WAS $ JOBSEEKERS WERE TRAINED, 5 OF WHOM WERE PLACED AT AN AVERAGE HOURLY WAGE OF $ INTERNSHIPS WERE FUNDED AND 46 CERTIFICATIONS/CREDENTIALS WERE EARNED BY PARTICIPANTS. SULPHUR SPRINGS RESOURCE CENTER THE SULPHUR SPRINGS RESOURCE CENTER (SSRC) FOCUSES ON WORKFORCE DEVELOPMENT AND ECONOMIC SUPPORTS FOR AREA RESIDENTS AND HAS BECOME PART OF THE FABRIC OF THE COMMUNITY IN THE AREA IT REPRESENTS. SINCE 009, IN COOPERATION WITH COMMUNITY PARTNERS, UNITED WAY SUNCOAST PROVIDES PROGRAMS AND SERVICES AT THE SSRC TO HELP INDIVIDUALS ACHIEVE EDUCATIONAL, PROFESSIONAL AND FINANCIAL GOALS. IN , SSRC SERVED MORE THAN 400 PEOPLE IN THE AREAS OF LEGAL ASSISTANCE, FINANCIAL EDUCATION, GED INSTRUCTION, WORKFORCE DEVELOPMENT, ETC. EPENSES $,08,911. INCLUDING GRANTS OF $,414,8. REVENUE $ 0. YOUTH SUCCESS (AGES 1-18): GRADUATING FROM HIGH SCHOOL ON-TIME IS AN ESSENTIAL BUILDING BLOCK FOR FUTURE SUCCESS. UNITED WAY SUNCOAST INVESTS $1,05,8 IN ORDER TO SUPPORT OUR STRATEGIES OF INCREASING QUALITY OUT-OF-SCHOOL TIME EPERIENCES THAT REINFORCE LEARNING, INCREASING PARENTAL INVOLVEMENT AND CONNECTION TO SCHOOLS, EPOSING YOUTH TO LIFE AND WORKFORCE SKILLS, AND IMPROVING ABSENTEEISM AND TARDINESS IN TARGETED SCHOOLS AND NEIGHBORHOODS. IN , 6,08 LOCAL YOUTH HAD ACCESS TO EDUCATIONAL AND SUPPORT PROGRAMS IN OUR REGION. IN ADDITION TO AGENCY-BASED PROGRAMS, UNITED WAY SUNCOAST DIRECTLY MANAGES SPECIFIC PROGRAMS FOCUSED ON YOUTH SUCCESS TO HELP YOUTH IN THE SUNCOAST REGION SUCCEED: Shedule O (Form 990 or 990-EZ) (015) 65

66 Shedule O (Form 990 or 990-EZ) (015) Page Name of the organization Employer identifiation numer UNITED WAY SUNCOAST, INC OPERATION GRADUATE OPERATION GRADUATE PROVIDES EDUCATIONAL OPPORTUNITIES AND A FOCUS ON LIFE SKILLS TO DEVELOP A FOUNDATION FOR TEENS TO BECOME SUCCESSFUL, CONTRIBUTING MEMBERS OF SOCIETY. THE PROGRAM TARGETS TEENS THAT HAVE BEEN IDENTIFIED AS AT-RISK OR NOT ACHIEVING THEIR FULL POTENTIAL. THIS INCLUDES HIGH SCHOOL STUDENTS WHO ARE IN THE "ACADEMIC MIDDLE" - NOT IN THE HIGHEST OR LOWEST QUARTER OF STUDENTS ACADEMICALLY; MIDDLE AND HIGH SCHOOL STUDENTS THAT ARE BEHIND IN THE NUMBER OF CREDITS NEEDED TO GRADUATE ON TIME; AND MIDDLE AND HIGH SCHOOL STUDENTS THAT WERE RECOMMENDED BY SCHOOL PERSONNEL OR COMMUNITY MEMBERS AS NEEDING SUPPORT AND ACADEMIC TUTORING AFTER SCHOOL TO IMPROVE GRADES. THE PROGRAM HAS THREE TRACKS: DUEL ENROLLMENT, CREDIT RECOVERY, AND TUTORING. IN , 100% OF DUEL ENROLLMENT STUDENTS COMPLETED THE PROGRAM AND SUCCESSFULLY GRADUATED ON TIME AND THE PROMOTION RATE FOR THE TUTORING COMPONENT WAS 100% OF STUDENTS WHO ATTEND AT LEAST 75% OF THE PROGRAM SESSIONS. BOOKER MIDDLE SCHOOL BOOKER MIDDLE SCHOOL (BMS) IS THE ONLY TITLE I MIDDLE SCHOOL IN SARASOTA COUNTY AND IS THE HOME OF UNITED WAY SUNCOAST S FIRST PLACE-BASED INITIATIVE IN SARASOTA. THE BMS PROGRAM IS A TWO-GENERATION APPROACH FOCUSED ON CREATING LONG-LASTING COMMUNITY CHANGE IN NORTH SARASOTA. PROGRAM COMPONENTS INCLUDE A CENTER MANAGER WHO WILL COORDINATE RESOURCES FOR STUDENTS, PARENTS AND FAMILIES, A COMMUNITY LIAISON WORKING ON PARENTAL ENGAGEMENT, SUMMER PROGRAMS INTENDED TO PREVENT LEARNING LOSS, BRIDGES TO CAREERS - WORKING WITH PARENTS TO SUPPORT WORKFORCE READINESS AND MORE Shedule O (Form 990 or 990-EZ) (015) 66

67 Shedule O (Form 990 or 990-EZ) (015) Page Name of the organization Employer identifiation numer UNITED WAY SUNCOAST, INC FAFSA COMPLETING THE FREE APPLICATION FOR STUDENT AID (FAFSA) IS THE FIRST STEP IN RECEIVING FEDERAL AID FOR POST-SECONDARY STUDIES. HOWEVER, EVERY YEAR MILLIONS OF THESE DOLLARS GO UNCLAIMED. IN ORDER TO ASSIST STUDENTS AND FAMILIES WITH THEIR ABILITY TO PAY FOR POST-SECONDARY EDUCATION, UNITED WAY SUNCOAST IS FOCUSED ON RECRUITING, TRAINING AND DEPLOYING "FAFSA ASSISTORS" AT FAFSA LABS IN THE HIGH SCHOOLS. IN SARASOTA IN , IN PARTNERSHIP WITH THE TALENT4TOMORROW (THE SARASOTA LOCAL COLLEGE ACCESS NETWORK), WE WON 8 OF THE 15 FLORIDA COLLEGE ACCESS NETWORK FAFSA CHALLENGE AWARDS, INCLUDING HIGHEST COMPLETION AND MOST IMPROVED COMPLETION. EPENSES $ 1,0,606. INCLUDING GRANTS OF $ 1,005,5. REVENUE $ 0. FORM 990, PART VI, SECTION A, LINE 6: THE CORPORATION HAS TWO CLASSES OF MEMBERS: THE MEMBERS OF THE SARASOTA AREA BOARD (SARASOTA MEMBERS) AND THE MEMBERS OF THE TAMPA BAY AREA BOARD (TAMPA BAY MEMBERS). EACH AREA BOARD SHALL CONSIST OF NOT LESS THAN 9 AND NOT MORE THAN 5 MEMBERS. THE PURPOSES OF EACH AREA BOARD ARE: (A) TO LEAD FUNDRAISING IN THE COUNTIES APPLICABLE TO SUCH AREA BOARD; (B) TO HAVE A SUBSTANTIAL ROLE WITH RESPECT TO THE ALLOCATION OF FUNDS RAISED WITH RESPECT TO SUCH COUNTIES TO AGENCIES AND INITIATIVES LOCATED IN SUCH COUNTIES; (C) TO APPOINT THE MEMBERS OF SUCH AREA BOARD; AND (D) TO APPOINT CERTAIN INDIVIDUALS TO THE BOARD OF DIRECTORS OF THE CORPORATION. EACH AREA BOARD SHALL MEET SEPARATELY NOT LESS THAN FOUR TIMES PER YEAR. ONE OF SUCH MEETINGS SHALL BE AN ANNUAL MEETING. AT EACH ANNUAL MEETING OF AN AREA BOARD, THE MEMBERS OF THE AREA BOARD SHALL ELECT A CHAIR, VICE CHAIR, AND SECRETARY Shedule O (Form 990 or 990-EZ) (015) 67

68 Shedule O (Form 990 or 990-EZ) (015) Page Name of the organization Employer identifiation numer UNITED WAY SUNCOAST, INC FORM 990, PART VI, SECTION A, LINE 7A: EACH AREA BOARD SHALL SUBMIT TO THE BOARD OF DIRECTORS OF THE CORPORATION, NOT EARLIER THAN 90 DAYS, AND NOT LATER THAN 0 DAYS, BEFORE THE DATE OF EACH ANNUAL MEETING OF THE BOARD OF DIRECTORS, THE NAME OF ONE INDIVIDUAL WHOM SUCH AREA BOARD WISHES TO ELECT TO THE BOARD OF DIRECTORS OF THE CORPORATION AT SUCH ANNUAL MEETING. SUCH INDIVIDUAL SHALL BE DEEMED ELECTED TO THE BOARD OF DIRECTORS OF THE CORPORATION AT SUCH ANNUAL MEETING UNLESS SUCH ELECTION IS VETOED BY A VOTE OF NOT LESS THAN TWO-THIRDS OF THE ENTIRE BOARD OF DIRECTORS. WITHIN 10 DAYS AFTER ANY SUCH VETO, THE AREA BOARD WHOSE ELECTION WAS VETOED MAY SUBMIT TO THE BOARD OF DIRECTORS THE NAME OF ANOTHER INDIVIDUAL WHOM THE AREA BOARD PROPOSES TO ELECT TO THE BOARD OF DIRECTORS INSTEAD OF THE INDIVIDUAL WHO WAS VETOED, AND SUCH OTHER INDIVIDUAL WILL BECOME A MEMBER OF THE BOARD OF DIRECTORS UNLESS, AT OR BEFORE THE NET REGULARLY SCHEDULED MEETING OF THE BOARD OF DIRECTORS, SUCH OTHER INDIVIDUAL S ELECTION IS VETOED BY THE VOTE OF NOT LESS THAN TWO-THIRDS OF THE ENTIRE BOARD OF DIRECTORS. ANY VETOES SHALL BE FINAL AND BINDING ON THE AREA BOARD AND EACH INDIVIDUAL WHO WAS VETOED. FORM 990, PART VI, SECTION B, LINE 11: FORM 990 IS INITIALLY REVIEWED AND APPROVED BY AUDIT AND ETHICS COMMITTEE. A COPY IS THEN PROVIDED TO THE ORGANIZATION S BOARD OF DIRECTORS FOR FINAL REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 1C: ANNUALLY ALL BOARD MEMBERS AND STAFF ARE REQUIRED TO COMPLETE AND SUBMIT A SIGNED CONFLICT OF INTEREST FORM TO THE GOVERNANCE COMMITTEE. THE GOVERNANCE COMMITTEE REVIEWS ALL SUBMISSIONS AND, IF NECESSARY, FOLLOWS UP Shedule O (Form 990 or 990-EZ) (015) 68

69 Shedule O (Form 990 or 990-EZ) (015) Page Name of the organization Employer identifiation numer UNITED WAY SUNCOAST, INC WITH ANY POSSIBLE CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15: THE BOARD OF DIRECTORS HAS APPOINTED AN INDEPENDENT EECUTIVE COMPENSATION COMMITTEE, CHAIRED BY A BOARD MEMBER AND INCLUDING BOARD AND NON-BOARD MEMBERS WITH VARYING EPERTISE IN EECUTIVE COMPENSATION MATTERS. A SCHEDULE OF ACTIVITIES IS CREATED AT THE BEGINNING OF THE YEAR OUTLINING THE COMMITTEE S TIMELINE FOR ENSURING PERFORMANCE REVIEW, COMPENSATION DATA REVIEW, AND INDEPENDENT DECISION-MAKING ON RELATED ISSUES. THIS SCHEDULE IS PROVIDED TO THE BOARD FOR THEIR INFORMATION AND REGULAR REPORTS ARE MADE TO THE BOARD IN EECUTIVE SESSION AS NEEDED. THE BOARD CHAIR, WITH INPUT FROM THE MEMBERS OF THE EECUTIVE COMMITTEE AND BOARD, CONDUCTS THE CEO PERFORMANCE REVIEW IN JULY OF EACH CALENDAR YEAR. THE RESULTS OF THE REVIEW ARE SHARED WITH THE CEO, DOCUMENTED FOR THE PERSONNEL FILE, AND REPORTED TO THE BOARD IN EECUTIVE SESSION AT ITS NET REGULAR MEETING. THE EECUTIVE COMPENSATION COMMITTEE REGULARLY REVIEWS COMPENSATION COMPARABILITY DATA. AT LEAST EVERY THREE YEARS, THE COMMITTEE CONTRACTS WITH AN OUTSIDE, INDEPENDENT CONTRACTOR TO CONDUCT A THOROUGH COMPENSATION COMPARABILITY ANALYSIS (LAST DONE IN 01). THE ANNUAL SALARY AND TOTAL COMPENSATION FOR THE CEO AND COO, ARE DETERMINED BY THE EECUTIVE COMPENSATION COMMITTEE, REPORTED TO THE BOARD, AND DOCUMENTED IN BOARD MINUTES. THE CEO PRESENTS THE RECOMMENDED SALARY AND TOTAL BENEFIT COMPENSATION FOR OTHER KEY EECUTIVES ANNUALLY TO THE EECUTIVE COMPENSATION COMMITTEE FOR Shedule O (Form 990 or 990-EZ) (015) 69

70 Shedule O (Form 990 or 990-EZ) (015) Page Name of the organization Employer identifiation numer UNITED WAY SUNCOAST, INC APPROVAL. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, ANNUAL REPORT, AND IRS FORM 990 AVAILABLE TO THE PUBLIC ON ITS WEBSITE AS WELL AS UPON REQUEST. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART I, LINE 9, CHANGES IN NET ASSETS: CHANGE IN CSV OF LIFE INSURANCE -,491. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -6,569. PREVIOUSLY UNRECOGNIZED LOSSES ECLUDED FROM NET PERIODIC PENSION COSTS -90,507. TOTAL TO FORM 990, PART I, LINE 9-100,567. FORM 990, PART II, LINE C: THE ORGANIZATION S AUDIT & ETHICS COMMITTEE (THE COMMITTEE) IS RESPONSIBLE FOR ASSISTING THE BOARD OF DIRECTORS IN FULFILLING ITS OVERSIGHT RESPONSIBILITIES. AMONG THE RESPONSIBILITIES OF THE COMMITTEE IS THE OVERSIGHT OF THE INTEGRITY OF THE ORGANIZATION S FINANCIAL ACCOUNTING PROCESSES AND SYSTEMS OF INTERNAL CONTROLS REGARDING FINANCE, ACCOUNTING AND USE OF ASSETS; THE INDEPENDENCE AND PERFORMANCE OF THE INDEPENDENT AUDITORS AND STAFF WITH FINANCE RESPONSIBILITIES; AND THE AUDITOR SELECTION PROCESS. IN RELATION TO THE ANNUAL AUDIT, THE COMMITTEE: -MEETS IN EECUTIVE SESSION WITH THE INDEPENDENT AUDITORS -OBTAINS A FORMAL STATEMENT FROM THE AUDITORS ANNUALLY REGARDING THEIR Shedule O (Form 990 or 990-EZ) (015) 70

71 Shedule O (Form 990 or 990-EZ) (015) Page Name of the organization Employer identifiation numer UNITED WAY SUNCOAST, INC INDEPENDENCE -OBTAINS A REPORT ANNUALLY REGARDING THE AUDITORS QUALITY CONTROL PROCEDURES AND ANY REPORT ISSUED AS A RESULT OF A QUALITY CONTROL REVIEW OF THE AUDITORS -OBTAINS AND REVIEWS ANY SIGNIFICANT CORRECTING AUDIT ADJUSTMENTS OR PASSED CORRECTING AUDIT ADJUSTMENTS -REVIEWS THE DISPOSITION OF ANY MANAGEMENT LETTER COMMENTS, INTERNAL CONTROL AND/OR FRAUD RELATED MATTERS THAT ARISE DURING THE COURSE OF THE ANNUAL AUDIT -PRE-APPROVES ALL NON-AUDIT SERVICES (OTHER THAN 990 AND 5500 PREPARATION) -REVIEWS AND DISCUSSES WITH MANAGEMENT AND THE INDEPENDENT AUDITOR ALL CRITICAL ACCOUNTING POLICIES -REQUIRES THE INDEPENDENT AUDITING FIRM TO ROTATE AUDIT MANAGER EVERY -5 YEARS -REVIEWS ANNUALLY THE FORM 990 PRIOR TO FILING AND ENSURES THE CEO AND COO HAVE CERTIFIED THE CONTENTS OF THE FORM -PROVIDES AN AVENUE OF COMMUNICATION AMONG THE ORGANIZATION S INDEPENDENT AUDITORS, MANAGEMENT, STAFF, AND THE BOARD OF DIRECTORS Shedule O (Form 990 or 990-EZ) (015) 71

72 SCHEDULE R (Form 990) Complete if the organization answered "Yes" on Form 990, Part IV, line, 4, 5, 6, or 7. Attah to Form 990. Department of the Treasury Internal Revenue Servie Information aout Shedule R (Form 990) and its instrutions is at Name of the organization Related Organizations and Unrelated Partnerships OMB No Open to Puli Inspetion Employer identifiation numer UNITED WAY SUNCOAST, INC Part I Part II Identifiation of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line. (a) () () (d) (e) (f) Name, address, and EIN (if appliale) of disregarded entity Primary ativity Legal domiile (state or foreign ountry) Total inome End-of-year assets Diret ontrolling entity Identifiation of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 4 eause it had one or more related tax-exempt organizations during the tax year. (a) () () (d) (e) (f) (g) Name, address, and EIN of related organization Primary ativity Legal domiile (state or foreign ountry) Exempt Code setion Puli harity status (if setion 501()()) Diret ontrolling entity Setion 51()(1) ontrolled entity? Yes No For Paperwork Redution At Notie, see the Instrutions for Form 990. Shedule R (Form 990) LHA 7

73 Shedule R (Form 990) 015 Part III Identifiation of Related Organizations Taxale as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 4 eause it had one or more related organizations treated as a partnership during the tax year. (a) () () (d) (e) (f) (g) (h) (i) (j) (k) Legal Primary ativity domiile Diret ontrolling Predominant inome Share of total Share of Disproportionate Code V-UBI General or managing (state or entity (related, unrelated, inome end-of-year amount in ox alloations? partner? foreign exluded from tax under assets 0 of Shedule ountry) setions ) Yes No K-1 (Form 1065) Yes No Name, address, and EIN of related organization UNITED WAY SUNCOAST, INC Page Perentage ownership Part IV Identifiation of Related Organizations Taxale as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 4 eause it had one or more related organizations treated as a orporation or trust during the tax year. (a) () () (d) (e) (f) (g) (h) (i) Name, address, and EIN of related organization Primary ativity Legal domiile (state or foreign ountry) Diret ontrolling entity Type of entity (C orp, S orp, or trust) Share of total inome Share of end-of-year assets Perentage ownership Yes No AN IRREVOCABLE TRUST C/O RAYMOND JAMES TRUST CO CARILLON PKWCHARITABLE REMAINDER ST PETERSBURG, FL 716 UNITRUST FL N/A TRUST N/A N/A N/A A FAMILY CHARITABLE REMAINDER TRUST , C/O UNITED WAY SUNCOAST W CHARITABLE REMAINDER KENNEDY BLVD, STE 600, TAMPA, FL 609 UNITRUST FL N/A TRUST N/A N/A N/A Setion 51()(1) ontrolled entity? Shedule R (Form 990) 015

74 Shedule R (Form 990) 015 UNITED WAY SUNCOAST, INC Page Part V Transations With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 4, 5, or 6. Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this shedule. Yes No 1 (1) () a d e f g h i j k l m Performane of servies or memership or fundraising soliitations y related organization(s) n o p q r s During the tax year, did the organization engage in any of the following transations with one or more related organizations listed in Parts II-IV? Reeipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a ontrolled entity ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1a Gift, grant, or apital ontriution to related organization(s) Gift, grant, or apital ontriution from related organization(s) Loans or loan guarantees to or for related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Loans or loan guarantees y related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Dividends from related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Sale of assets to related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Purhase of assets from related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Exhange of assets with related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Lease of failities, equipment, or other assets to related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Lease of failities, equipment, or other assets from related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Performane of servies or memership or fundraising soliitations for related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Sharing of failities, equipment, mailing lists, or other assets with related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Sharing of paid employees with related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Reimursement paid to related organization(s) for expenses ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Reimursement paid y related organization(s) for expenses~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Other transfer of ash or property to related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Other transfer of ash or property from related organization(s) If the answer to any of the aove is "Yes," see the instrutions for information on who must omplete this line, inluding overed relationships and transation thresholds. (a) () () (d) Name of related organization Transation Amount involved Method of determining amount involved type (a-s) 1 1 1d 1e 1f 1g 1h 1i 1j 1k 1l 1m 1n 1o 1p 1q 1r 1s () (4) (5) (6) Shedule R (Form 990) 015

75 Shedule R (Form 990) 015 UNITED WAY SUNCOAST, INC Page 4 Part VI Unrelated Organizations Taxale as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 7. Provide the following information for eah entity taxed as a partnership through whih the organization onduted more than five perent of its ativities (measured y total assets or gross revenue) that was not a related organization. See instrutions regarding exlusion for ertain investment partnerships. (a) () () (d) (e) (f) (g) (h) (i) (j) (k) Are all Primary ativity Predominant inome partners se. Share of Share of Disproportionate amount in ox 0 managing Code V-UBI General or (related, unrelated, 501()() orgs.? total end-of-year alloations? partner? Name, address, and EIN of entity Legal domiile (state or foreign ountry) exluded from tax under setions ) of Shedule K-1 inome assets Yes No Yes No (Form 1065) Yes No Perentage ownership Shedule R (Form 990)

76 015 DEPRECIATION AND AMORTIZATION REPORT FORM 990 PAGE Asset No. Date Desription Aquired Method Life Line No. Unadjusted Cost Or Basis Bus % Exl * Redution In Basis Basis For Depreiation Aumulated Depreiation Current Se 179 Current Year Dedution MACHINERY & EQUIPMENT FURNITURE, FITURES & EQUIPMENT VARIESSL , , ,19. 18,70. * 990 PAGE 10 TOTAL MACHINERY & EQUIPM 981, , , ,70. OTHER LEASEHOLD 1IMPROVEMENTS VARIESSL , , , ,780. * 990 PAGE 10 TOTAL OTHER 956, , , ,780. * GRAND TOTAL 990 PAGE 10 DEPR 1,97, ,97,56. 1,0, , (D) - Asset disposed 75.1 * ITC, Setion 179, Salvage, Bonus, Commerial Revitalization Dedution

77