2022-05-11T09:01:58-05:00 2021-06-30 550718347 COSTANZO & ASSOCIATES PLLC 1341 NATIONAL ROAD WHEELING WV 260030251 990 2020-07-01 550479446 UNITED WAY OF THE UPPER OHIO VALLEY INC UNIT 3042324625 1307 CHAPLINE STREET WHEELING WV 26003 JESSICA RINE EXECUTIVE DIRECTOR 3042324625 2022-05-04 1 JESSICA RINE 999009999 MICHAEL COSTANZO P01363117 3042424400 2022-05-04 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JESSICA RINE 1307 CHAPLINE STREET WHEELING WV 26003 1440493 0 X WWW.UNITEDWAYUOV.ORG X 1964 WV WE ARE UNITED IN IMPROVING HEALTH, EDUCATION AND FINANCIAL STABILITY AS A WAY TO STRENGTHEN THE UPPER OHIO VALLEY. 24 24 6 125 0 0 708950 689457 16586 1649 188148 606661 -6258 5735 907426 1303502 560546 548219 0 0 205920 192681 0 0 107674 161248 170334 927714 911234 -20288 392268 3195967 3473313 165600 167800 3030367 3305513 X WE ARE UNITED IN IMPROVING HEALTH, EDUCATION AND FINANCIAL STABILITY AS A WAY TO STRENGTHEN THE UPPER OHIO VALLEY. 0 0 123195 83795 DISASTER/EMERGENCY ASSISTANCE - ALLOCATIONS TO AGENCIES PROVIDING DISASTER & EMERGENCY SERVICES TO INDIGENTS AND DIRECT ASSISTANCE TO INDIGENTS FOR SHELTER, FOOD, & MEDICAL: SERVING 47,684 PERSONS. 282091 191872 BASIC SUBSISTENCE- FOOD/HEALTH - ALLOCATIONS TO AGENCIES PROVIDING COUNSELING, MEDICAL & MENTAL HEALTH SERVICES: SERVING 116,476 PERSONS. 266510 246965 CRISIS INTERVENTION/EDUCATION/REHABILITATION - ALLOCATIONS TO AGENCIES PROVIDING REHABILITATION SERVICES TO FAMILIES, SENIOR CITIZENS AND DISABLED PERSONS: SERVING 47,157 PERSONS. 37618 25587 YOUTH/RECREATION - ALLOCATIONS TO AGENCIES PROVIDING COUNSELING & RECREATIONAL ACTIVITIES & OPPORTUNITIES TO YOUTH: SERVING 8,497 PERSONS. 1649 HANDLING FEES AND GRANTWRITER AGREEMENT FEES 37618 25587 1649 709414 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 6 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 WV OH X JESSICA RINE 3042324625 1307 CHAPLINE STREET WHEELING WV 26003 DAWN ZENNER-GAUDI DIRECTOR 0.20 X 0 0 0 KIM FLORENCE DIRECTOR 0.20 X 0 0 0 SAM AMES DIRECTOR 0.20 X 0 0 0 WILLIAM J WAGNER TREASURER 1.00 X X 0 0 0 BRENDA DANEHART DIRECTOR 0.20 X 0 0 0 JOELLE MORAY DIRECTOR 0.20 X 0 0 0 JAMES G SQUIBB SECRETARY 1.00 X X 0 0 0 MICHAEL GALLAWAY DIRECTOR 0.20 X 0 0 0 RODNEY HALEY PRESIDENT 1.00 X X 0 0 0 CARLA BELL DIRECTOR 0.20 X 0 0 0 TODD COVER VICE PRESIDENT 1.00 X X 0 0 0 JOSH CONTRAGUERRO DIRECTOR 0.20 X 0 0 0 JOSEPH LOVELL DIRECTOR 0.20 X 0 0 0 VALERIE PIKO DIRECTOR 0.20 X 0 0 0 KARIN JANISZEWSKI DIRECTOR 0.20 X 0 0 0 LINDSEY MCGLAUGHLIN DIRECTOR 0.20 X 0 0 0 ALISHAH HARDWAY DIRECTOR 0.20 X 0 0 0 KEVIN HELLER DIRECTOR 0.20 X 0 0 0 WALKER HOLLOWAY DIRECTOR 0.20 X 0 0 0 ANTHONY MARTINELLI DIRECTOR 0.20 X 0 0 0 RYAN ROTILIO DIRECTOR 0.20 X 0 0 0 TINA RUSH DIRECTOR 0.20 X 0 0 0 DANIEL YOUNG DIRECTOR 0.20 X 0 0 0 LEE DAWSON DIRECTOR 0.20 X 0 0 0 JESSICA RINE EXECUTIVE DIRECTOR 40.00 X 53298 0 26923 53298 0 26923 0 0 0 0 0 595945 23168 70344 7364 689457 MISCELLANEOUS 561499 928 928 HANDLING FEES 561499 521 521 GRANTWRITER COOPERATIO 561499 200 200 1649 41870 41870 680377 115586 564791 564791 564791 9790 23168 15257 -5467 -5467 17350 6148 11202 11202 1303502 1649 0 612396 482529 482529 65690 65690 80355 26019 15878 38458 93762 38950 29630 25182 3191 1181 925 1085 2663 985 772 906 12710 4702 3686 4322 21500 7955 6235 7310 38957 21173 17784 49446 44395 2415 2636 529 196 153 180 9690 3599 2787 3304 8159 3019 2366 2774 3714 846 947 1921 2146 600 995 551 11765 4353 3412 4000 906 335 263 308 3007 1112 872 1023 CAMPAIGN SUPPLIES & AWA 7873 -3 7876 MISCELLANEOUS 4559 342 3901 316 DONOR DEVELOPMENT 3873 3873 WEBSITE EXPENSE 3192 1059 830 1303 1018 377 295 346 911234 709414 94146 107674 70147 77584 236063 235834 132979 118587 2806 4154 29092 26202 3796 2890 2750176 3034264 3195967 3473313 16629 13649 38942 77944 110029 76207 165600 167800 X 2763376 3001137 266991 304376 3030367 3305513 3195967 3473313 X 392268 -117122 X X 0 0 0 X 834088 94288 798281 698834 687957 3113448 834088 94288 798281 698834 687957 3113448 1065227 2048221 40893 9414 42164 40554 41870 174895 3288343 171894 0.62290 0.64020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2313028 423639 91376 36390 2608901 2337363 90794 87922 27207 2313028 2311519 7527 137270 87098 31855 2337363 2319117 22368 21774 8192 2311519 2182419 973 262109 94948 31436 2319117 1 0 26775 24384 2391 2317 1818 499 2890 DUE TO DESIGNATED AGENCIES 73048 CUSTODIAL ACCOUNTS PAYABLE 3159 76207 1147425 -117120 -117120 1264545 38957 38957 1303502 872279 2 2 872277 38957 38957 911234 PART V, LINE 4: THE INTENDED USE OF THE AGENCY'S QUASI-ENDOWMENT FUNDS IS TO SUPPORT THE LONG-TERM MISSION OF THE AGENCY; PART OF THE QUASI-ENDOWMENT FUND IS RESTRICTED TO USE IN WEST VIRGINIA. PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING GOLF SCRAMBLE 19843 14468 5375 1305 250 4930 2166 3019 REVERSE RAFFLE 3700 3700 1 9415 5000 4415 2583 1000 4 32958 23168 9790 1305 250 4930 4749 1000 3023 15257 -5467 17350 5850 298 0 17350 5850 298 6148 11202 0 0 0 0 0 0 1 CATHOLIC CHARITIES WEST VIRGINIA 1218 EOFF STREET WHEELING WV 26003 550391262 501(C)(3) 22643 TO PROVIDE ASSISTANCE FOR BASIC SUBSISTENCE FAMILY SERVICES OF THE UPPER OHIO VALLEY 2200 MAIN STREET WHEELING WV 26003 550357074 501(C)(3) 21620 TO PROVIDE ASSISTANCE FOR BASIC SUBSISTENCE INFORMATION HELPLINE 1035 CHAPLINE STREET WHEELING WV 26003 550552045 501(C)(3) 29909 TO PROVIDE ASSISTANCE IN CRISIS INTERVENTION SERVICES SALVATION ARMY - OHIO COUNTY 140 16TH STREET WHEELING WV 26003 520591457 501(C)(3) 43965 TO PROVIDE DISASTER AND EMERGENCY ASSISTANCE WHEELING HEALTH RIGHT 61 29TH STREET WHEELING WV 26003 311149085 501(C)(3) 59623 TO PROVIDE ASSISTANCE FOR BASIC SUBSISTENCE SALVATION ARMY - BELMONT COUNTY 315 37TH STREET BELLAIRE OH 43906 135562351 501(C)(3) 30522 TO PROVIDE DISASTER AND EMERGENCY ASSISTANCE BROOKE COUNTY COMMITTEE ON AGING INC 948 MAIN STREET FOLLANSBEE WV 26037 550516908 501(C)(3) 8894 TO PROVIDE TRANSPORTATION, ACTIVITIES AND SERVICES TO SENIOR CITIZENS IN BROOKE CO RUSSELL NESBITT SERVICES 431 FULTON STREET WHEELING WV 26003 550452151 501(C)(3) 25764 TO PROVIDE ASSISTANCE FOR CRISIS INTERVENTION, EDUCATION AND REHABILITATION YOUTH SERVICES SYSTEM 87 15TH STREET WHEELING WV 26003 550583675 501(C)(3) 42315 TO PROVIDE ASSISTANCE IN CRISIS INTERVENTION, EDUCATION AND REHABILITATION HARMONY HOUSE 2000 EOFF STREET WHEELING WV 26003 203135260 501(C)(3) 32295 TO PROVIDE ASSISTANCE IN CRISIS INTERVENTION, EDUCATION AND REHABILITATION SEXUAL ASSAULT HELP CENTER PO BOX 6764 WHEELING WV 26003 550616563 501(C)(3) 26540 TO PROVIDE ASSISTANCE IN CRISIS INTERVENTION SERVICES YMCA 55 LOUNEZ AVENUE WHEELING WV 26003 550357071 501(C)(3) 20589 TO PROVIDE YOUTH AND RECREATION SERVICES YWCA 1100 CHAPLINE STREET WHEELING WV 26003 550357063 501(C)(3) 53730 TO PROVIDE ASSISTANCE FOR BASIC SUBSISTENCE SEEING HAND ASSOCIATION 750 MAIN STREET WHEELING WV 26003 550284240 501(C)(3) 10239 TO PROVIDE ASSISTANCE IN CRISIS INTERVENTION, EDUCATION AND REHABILITATION GABRIEL PROJECT 1154 NATIONAL RD WHEELING WV 26003 311504147 501(C)(3) 24956 TO PROVIDE ASSISTANCE FOR BASIC SUBSISTENCE SALVATION ARMY - BROOKE COUNTY 401 COMMERCE ST WELLSBURG WV 26070 222406433 501(C)(3) 6051 TO PROVIDE DISASTER AND EMERGENCY ASSISTANCE HOLY FAMILY CHILD CARE CENTER 161 EDGINGTON LANE WHEELING WV 26003 550753678 501(C)(3) 9349 TO PROVIDE ASSISTANCE FOR CRISIS INTERVENTION, EDUCATION AND REHABILITATION 17 17 ASSISTANCE PROVIDED TO INDIVIDUALS FOR EMERGENCY SERVICES 2113 65690 PART I, LINE 2: GRANTS ARE MADE TO PARTNER/MEMBER AGENCIES, WHO APPLY TO THE UNITED WAY TO RECEIVE THIS STATUS. ANNUALLY, THE UNITED WAY FORMS ALLOCATION PANELS, COMPOSED OF BOARD MEMBERS AND OTHER INTERESTED COMMUNITY MEMBERS, WHO VISIT EACH MEMBER AGENCY TO GAIN UNDERSTANDING OF THE PROGRAM SERVICES THAT EACH OFFERS TO THE COMMUNITY. THEY REVIEW THE ALLOCATION GRANT REQUEST THAT THE AGENCY HAS SUBMITTED FOR FUNDING IN THE FOLLOWING YEAR AND THEN MAKE RECOMMENDATIONS TO THE FULL ALLOCATION PANEL. THE ALLOCATION PANEL SUBMITS A RECOMMENDATION TO THE BOARD OF DIRECTORS REGARDING THE GRANT AMOUNT FOR EACH MEMBER AGENCY. THE BOARD OF DIRECTORS MAKES THE FINAL DECISION ON THE GRANT AMOUNTS. DURING THE YEAR, EACH MEMBER AGENCY SUBMITS A MONTHLY FINANCIAL REPORT, AS WELL AS COPIES OF THEIR AUDITS/REVIEWS/COMPILATIONS AND/OR FORM 990 TAX RETURNS, TO THE UNITED WAY, PRIOR TO RECEIVING THEIR MONTHLY ALLOCATION PAYMENTS. FORM 990, PART VI, SECTION A, LINE 8B GENERALLY EACH COMMITTEE APPROVES MATTERS AND PRESENTS TO BOARD OF DIRECTORS FOR THEIR FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS AND APPROVES FORM 990 BEFORE THE AGENCY FILES FORM 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE AGENCY ANNUALLY REQUIRES ITS BOARD MEMBERS TO COMPLETE AND CERTIFY ITS CONFLICT OF INTEREST POLICY. IF ANY CONFLICT OF INTEREST ARISES WITH A BOARD MEMBER, THEN THE MEMBER IS PRECLUDED FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR ALL 6 EMPLOYEES INCLUDING EXECUTIVE DIRECTOR ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. DECISION IS GENERALLY BASED ON CAMPAIGN GOALS, BUDGET NEEDS AND CURRENT ECONOMIC ENVIRONMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THEIR OFFICE AT 1307 CHAPLINE STREET, WHEELING, WV 26003. FORM 990, PART XI, LINE 9: UNREALIZED INVESTMENT LOSS - TEMP RESTRICTED -107,627. UNREALIZED INVESTMENT LOSS - UNRESTRICTED -13,385. UNREALIZED INVESTMENT LOSS - PERM RESTRICTED 3,892. ROUNDING -2. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS.