2023-01-18T10:59:38-06:00 2022-06-30 540737372 PBMares LLP 701 Town Center Drive Suite 900 Newport News VA 23606 990 2021-07-01 540535602 United Way of the Virginia Peninsula UNIT 7572292222 101 York Crossing Road Yorktown VA 23692 Steven S Kast President/CEO 7572292222 2023-01-17 1 Steven Kast 999009999 Melissa H Tucker CPA P00716515 7578731587 2023-01-17 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z Lindsey A Carney 101 York Crossing Road Yorktown VA 23692 7469719 0 X www.uwvp.org X 1941 VA To improve the quality of life for people in our community by helping them live their best possible lives. United Way fights for the health, education and financial stability of every person in our community. 22 21 26 1585 0 0 9141306 6084822 0 0 321943 348332 84423 45999 9547672 6479153 8386922 2015022 0 0 921595 1019380 0 0 223494 436138 528161 9744655 3562563 -196983 2916590 7091274 7731679 2409510 1518324 4681764 6213355 X The mission of the United Way of the Virginia Peninsula is to improve the quality of life for people in our community by funding programs in the areas of Education, Health, and Self-Sufficiency. 0 0 2203927 1442554 32931 Ensuring the Health of our CommunityA community is only as healthy as the people who call it home. We expand access to quality, affordable care, give parents the tools they need to raise healthy children, and get everyone moving more and eating better to approximately 322,398 residents on the Virginia Peninsula. United Way supports free clinics, Senior Services linking our elderly population with social, medical, transportation and community services. Case management assistance for low income seniors. Pediatric Hospice for families caring for catastrophically ill children at home.In addition, United way pays donor designated funds for the Peninsula Combined Federal Campaign and the United Way Community Campaign directly to many 501c(3) organizations in the local area and nationwide. 696366 455798 10405 Promoting Financial StabilityUWVP helps families address financial crises and work to achieve financial stability. Through UWVP-funded partners along with UWVP's Community Assistance Network (CAN) approximately 101,855 residents of the VA Peninsula were able to access financial assistance to avoid eviction and other loss of basic needs, access shelter, and receive budget and financial counseling. 178247 116670 2663 Investing in EducationUWVP and its partners support children, youth, and adults achieve their potential through education. We invest in school readiness, academic success, social-emotional development, civic engagement, career training, and workforce development, helping people reach their educational and career goals, breaking the generational cycles of poverty. UWVP funds assisted in the academic success of approximately 26,036 children and youth residing on the Virginia Peninsula. 3078540 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 26 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 21 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X Steve Kast 7572292222 101 York Crossing Road Yorktown VA 23692 Steven S Kast President/CEO 40.00 X X 210320 0 2544 Stephen C Barrs Director 1.20 X 0 0 0 Gary L Behm Vice Chair 0.20 X X 0 0 0 Steven C Bond Chair 0.20 X X 0 0 0 Lindsey A Carney Ex-Officio 0.20 X 0 0 0 Tom J Cosgrove Ex-Officio 0.20 X 0 0 0 Jeanne Callahan Director 0.20 X 0 0 0 Gordon L Gentry Jr Director 0.20 X 0 0 0 Robin Hilton Director 0.20 X 0 0 0 Jason Houser Director 0.20 X 0 0 0 David L Myers Treasurer 0.20 X X 0 0 0 Graham A Nuttycombe Director 0.20 X 0 0 0 Keith D Roots Director 0.20 X 0 0 0 Leslie H Schultz Director 0.20 X 0 0 0 Brian K Skinner Ex-Officio 0.20 X 0 0 0 CJ Skip Smith III Secretary 0.20 X X 0 0 0 Joycelyn Y Spight Roache Ex-Officio 0.20 X 0 0 0 Alexis Swann Director 0.20 X 0 0 0 Sandy B Wanner Director 0.20 X 0 0 0 Ayanna Williams Director 0.20 X 0 0 0 Dr Willard Maxwell Jr Director 0.20 X 0 0 0 Nhu Yeargin Director 0.20 X 0 0 0 210320 0 2544 1 0 1 0 0 3589638 2308819 186365 184509 6084822 185068 185068 1153830 990566 163264 163264 163264 Contribution Fee Income 561499 30718 30718 Residual Campaign Income 561499 12227 12227 Other income 561499 1543 1543 1511 1511 45999 6479153 45999 0 348332 1585300 1585300 429722 429722 212864 127719 21286 63859 632788 481928 57343 93517 39752 28673 3695 7384 75800 54981 7029 13790 58176 41962 5408 10806 43801 43801 42544 42544 16167 10751 5416 72625 51689 14633 6303 99273 90945 3365 4963 790 473 227 90 1702 1018 491 193 6913 6913 61104 44665 5483 10956 81776 76687 2544 2545 15664 8341 7323 Other Management Expens 42723 42723 Community relations and 31895 28706 1595 1594 Software Licenses & Mai 10567 7622 982 1963 Self Insured Unemployme 617 445 57 115 3562563 3078540 260529 223494 100737 131528 150250 28572 880364 2260119 11433 12083 23777 21460 1069443 427807 47065 641636 5877648 4636281 7091274 7731679 76933 243560 888995 2332577 385769 2409510 1518324 X 4299514 4378255 382250 1835100 4681764 6213355 7091274 7731679 X 2916590 -1251997 -133002 X X 0 1 X 1 1 1 X 4316511 4782348 6203760 9141306 6084822 30528747 4316511 4782348 6203760 9141306 6084822 30528747 3402853 27125894 113441 136663 135062 131451 185068 701685 31077 43594 16904 84423 45999 221997 31452429 0.86240 0.85070 X Schedule A, Part II, line 10 Service Fees & Other Income 2017 Amount $31,077 2018 Amount $43,594 2019 Amount $16,904 2020 Amount $84,423 2021 Amount $45,999 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 685477 49036 636441 136447 131252 5195 247519 247519 0 641636 Morgan Stanley Investments 4493281 F Beneficial Interest in Trust 143000 F 4636281 Allocations and Designations Payable 385769 385769 X 4376094 -1251997 -1251997 5628091 851062 851062 6479153 2844503 0 2844503 718060 718060 3562563 Part X, Line 2: UWVP is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and is an organization that is not a private foundation under Section 170(b)(1)(A)(vi). FASB ASC Topic 740, Income Taxes, prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. UWVP's management has evaluated the impact of the standard to its financial statements. UWVP's income tax returns are subject to examination by taxing authorities, generally for a period of three years from the date they were filed. UWVP's policy is to classify income tax related interest and penalties in interest expense and other expenses, respectively. Part XI, Line 4b - Other Adjustments: Investment Fees netted with interest income for book purposes 42,544. Donor Designations 675,516. Bad Debt Expense 133,002. Part XII, Line 4b - Other Adjustments: Investment fees netted with interest income for book purposes 42,544. Donor Designations 675,516. 1 American Red Cross - Coastal Virginia 1323 W Pembroke Ave Hampton VA 23661 530196605 501(c)(3) 17778 0 To partner with UWVP in creating Pathways out of Poverty An Achievable Dream 10858 Warwick Blvd Suite A Newport News VA 23601 541621932 501(c)(3) 10000 0 To support the social and emotional health of children and adults Boys & Girls Clubs of the VA Peninsula 11825 Rock Landing Drive Ste B Chesapeake Bldg Newport News VA 23606 540538202 501(c)(3) 16733 0 To partner with UWVP in creating Pathways out of Poverty Catholic Charities of Eastern Virginia 5361-A Virginia Beach Boulevard Virginia Beach VA 23462 540505879 501(c)(3) 95608 0 To partner with UWVP in creating Pathways out of Poverty Center for Child & Family Services 2021 Cunningham Drive Ste 400 Hampton VA 23666 540505893 501(c)(3) 6170 0 To partner with UWVP in creating Pathways out of Poverty Child Development Resources 150 Point OWoods Road Williamsburg VA 231880280 540791991 501(c)(3) 6160 0 To partner with UWVP in creating Pathways out of Poverty Edmarc 516 London Street Portsmouth VA 23704 541092904 501(c)(3) 20859 0 To partner with UWVP in creating Pathways out of Poverty Gloucester-Mathews Care Clinic 6301 Industrial Drive Gloucester VA 23061 541875619 501(c)(3) 5711 0 To partner with UWVP in creating Pathways out of Poverty Grove Christian Outreach Center 8800 Pocahontas Trail Williamsburg VA 23185 270077733 501(c)(3) 14375 0 To help meet basic needs for households in the Grove Community Habitat for Humanity Peninsula & Greater Williamsburg 11011 Warwick Boulevard Newport News VA 23601 521431619 501(c)(3) 10000 0 To partner with UWVP in creating Pathways out of Poverty Hampton Roads Community Action Program (HRCAP) 2410 Wickham Avenue Newport News VA 23607 237014485 501(c)(3) 160617 0 To partner with UWVP in creating Pathways out of Poverty International Cooperating Ministries 1901 N Armistead Avenue Hampton VA 23666 546338714 501(c)(3) 45000 0 Donor-directed grant to support the international Christian church movement Lackey Clinic 1620 Old Williamsburg Road Yorktown VA 23690 541850915 501(c)(3) 6662 0 To partner with UWVP in creating Pathways out of Poverty Legal Aid Society of Eastern Virginia 125 St Pauls Blvd 400 Norfolk VA 23510 540848499 501(c)(3) 10000 0 To support legal counsel for low-income people NATASHA House Inc PO Box 2392 Yorktown VA 23692 271871384 501(c)(3) 7089 0 To partner with UWVP in creating Pathways out of Poverty Peake Childhood Center 1306 Thomas Street Hampton VA 23669 540890222 501(c)(3) 5618 0 To partner with UWVP in creating Pathways out of Poverty Peninsula Agency on Aging 739 Thimble Shoals Boulevard Suite 1006 Newport News VA 23606 510151069 501(c)(3) 9318 0 To partner with UWVP in creating Pathways out of Poverty Riverside Health Foundation 701 Town Center Drive Suite 1000 Newport News VA 23606 521241840 501(c)(3) 25301 0 To support the charitable healthcare services of those in need The Salvation Army Peninsula Command 1033 Big Bethel Road Hampton VA 23666 580660607 501(c)(3) 133105 0 To partner with UWVP in creating Pathways out of Poverty The Salvation Army Williamsburg Virginia 216 Ironbound Rd Williamsburg VA 23188 580880607 501(c)(3) 6468 0 To partner with UWVP in creating Pathways out of Poverty THRIVE Peninsula Inc 13193 Warwick Blvd Unit 2C Newport News VA 23602 541857664 501(c)(3) 189097 0 To partner with UWVP in reducing evictions Transitions Family Violence Services 240 Chapel Street Hampton VA 23669 510239447 501(c)(3) 10799 0 To partner with UWVP in creating Pathways out of Poverty VersAbility Resources 2520 58th Street Hampton VA 23661 540802199 501(c)(3) 9981 0 To partner with UWVP in creating Pathways out of Poverty Virginia Peninsula Foodbank 2401 Aluminum Avenue Hampton VA 23661 541422298 501(c)(3) 27796 0 To partner with UWVP in creating Pathways out of Poverty YMCA of the Virginia Peninsulas 41 Old Oyster Point Rd Newport News VA 23602 540524905 501(c)(3) 10455 0 To partner with UWVP in creating Pathways out of Poverty York Poquoson Social Services 301 Goodwin Neck Road Yorktown VA 23692 546001696 115 6559 0 To partner with UWVP in reducing evictions 26 Financial assistance to avoid utility disconnection for people in need 518 396696 Financial assistance to avoid eviction for people in need 10 33026 Part I, Line 2: Monitoring Policies for Allocations & Grants-These organizations receive discretionary funding and thus undergo intensive pre-screening and follow up before being awarded funding including: -An application process that includes explanation of proposed use and results of funding -Financial review of the organization to gain a level of assurance that the organization follows sound fiscal policies -Verification of IRS 501(c)(3) -Annual progress reports showing how funds are being utilized and detailing the outcomes using the logic-model Monitoring Policies for Designated funds-These organizations have no formal relationship with United Way other than the fact that donors have requested us to act as an agent on their behalf and send funds to these organizations. We verify the organization's contact information and that it is a 501(c)(3) in good standing with the IRS. X X X 0 0 0 0 0 0 0 0 0 Steven S Kast President/CEO 210320 0 0 0 0 0 0 0 2544 0 212864 0 0 0 X 9 82619 Present Value X 1 49000 Present Value X Discounted rate on buildout of new location 1 39300 FMV X Office Table & Chairs 1 9990 FMV X Chairs 1 3600 FMV 0 0 0 Part I, Column (b): The organization is reporting the number of contributions in column (b). Form 990, Part VI, Section A, line 2 Skip Smith and Lindsey Carney are married. Form 990, Part VI, Section B, line 11b A copy of the tax return was e-mailed to each board member for review before it was filed with the IRS. Form 990, Part VI, Section B, line 12c Conflicts are monitored and disclosed annually. When a conflict arises, the board member is informed that they must excuse themselves from any decisions that directly impact the related entity. Form 990, Part VI, Section B, line 15a The Board of Directors has an annual executive session without the CEO or staff where compensation for the CEO is discussed and determined. Form 990, Part VI, Section C, line 19 Information is available at our office and released upon request. Form 990, Part XI, line 9: Uncollectible pledges -133,002. Form 990, Part XII, Line 2c An audit committee meets with the auditing firm at the beginning of the audit to provide input to the auditors on any specific areas that they wish to focus on. At the end of the process the committee meets with the audit firm once again to discuss how the process went and to go over the audited financial. The committee then reports the results to the Board of Directors. Form 990, Part V, Q 7g and 7h Questions 7g and 7h do not apply to the organization because the organization did not have contributions of qualified intellectual property or contributions of cars, boats, airplanes or other vehicles during the year.