2021-05-14T16:27:15-05:00 2020-06-30 550718347 COSTANZO & ASSOCIATES PLLC 1341 NATIONAL ROAD WHEELING WV 260030251 990 2019-07-01 550479446 UNITED WAY OF THE UPPER OHIO VALLEY INC UNIT 3042324625 1307 CHAPLINE STREET WHEELING WV 26003 JESSICA RINE EXECUTIVE DIRECTOR 3042324625 2021-05-13 1 MICHAEL COSTANZO P01363117 3042424400 2021-05-13 2019 2022-09-23 18:48:47Z JESSICA RINE 1307 CHAPLINE STREET WHEELING WV 26003 993353 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 0 50 0 0 823197 708950 13027 16586 211490 188148 -42423 -6258 1005291 907426 575581 560546 0 0 199453 205920 0 0 101131 221701 161248 996735 927714 8556 -20288 3349431 3195967 227051 165600 3122380 3030367 X WE ARE UNITED IN IMPROVING HEALTH, EDUCATION AND FINANCIAL STABILITY AS A WAY TO STRENGTHEN THE UPPER OHIO VALLEY. 0 0 138825 96075 DISASTER/EMERGENCY ASSISTANCE - ALLOCATIONS TO AGENCIES PROVIDING DISASTER & EMERGENCY SERVICES TO INDIGENTS AND DIRECT ASSISTANCE TO INDIGENTS FOR SHELTER, FOOD, & MEDICAL: SERVING 48,694 PERSONS. 311486 215567 BASIC SUBSISTENCE- FOOD/HEALTH - ALLOCATIONS TO AGENCIES PROVIDING COUNSELING, MEDICAL & MENTAL HEALTH SERVICES: SERVING 163,645 PERSONS. 265773 225720 CRISIS INTERVENTION/EDUCATION/REHABILITATION - ALLOCATIONS TO AGENCIES PROVIDING REHABILITATION SERVICES TO FAMILIES, SENIOR CITIZENS AND DISABLED PERSONS: SERVING 50,216 PERSONS. 33502 23185 YOUTH/RECREATION - ALLOCATIONS TO AGENCIES PROVIDING COUNSELING & RECREATIONAL ACTIVITIES & OPPORTUNITIES TO YOUTH: SERVING 9,029 PERSONS. 16586 HANDLING FEES AND GRANTWRITER AGREEMENT FEES 33502 23185 16586 749586 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 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 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 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 ERIKA BALDAUFF 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 JESSICA RINE EXECUTIVE DIRECTOR 40.00 X 52434 0 25182 52434 0 25182 0 0 0 0 0 583717 57558 67675 23025 708950 HANDLING FEES 561499 10691 10691 GRANTWRITER COOPERATIO 561499 4940 4940 MISCELLANEOUS 561499 955 955 16586 40553 40553 204508 56913 147595 147595 147595 10900 57558 17551 -6651 -6651 11856 11463 393 393 907426 16586 0 181890 518756 518756 41790 41790 79231 39370 11885 27976 102947 47101 26097 29749 5407 2540 1293 1574 4466 1723 2172 571 13869 6639 2881 4349 31980 15382 6588 10010 30027 16109 13918 48487 43020 2386 3081 943 454 194 295 8181 3916 1704 2561 7709 3708 1588 2413 3499 1027 667 1805 438 112 48 278 8661 4166 1784 2711 932 448 192 292 1503 723 310 470 CAMPAIGN SUPPLIES & AWA 9911 667 9244 MISCELLANEOUS 3797 682 2753 362 DONOR DEVELOPMENT 2574 2574 WEBSITE EXPENSE 1901 914 392 595 705 339 145 221 927714 749586 76997 101131 14123 70147 377257 236063 197393 132979 4400 3283 2806 29092 25296 1443 3796 2751532 2750176 3349431 3195967 17573 16629 38942 209478 110029 227051 165600 X 2861115 2763376 261265 266991 3122380 3030367 3349431 3195967 X -20288 -71725 X X 0 1 X 1 0 X 915462 834088 94288 798281 698834 3340953 915462 834088 94288 798281 698834 3340953 1094153 2246800 35557 40893 9414 42164 40554 168582 3509535 196032 0.64020 0.66500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2337363 90794 87922 27207 2313028 2311519 7527 137270 87098 31855 2337363 2319117 22368 21774 8192 2311519 2182419 973 262109 94948 31436 2319117 2115489 690 197356 105395 25721 2182419 1 0 26775 23622 3153 2317 1674 643 3796 DUE TO DESIGNATED AGENCIES 90117 CUSTODIAL ACCOUNTS PAYABLE 19912 110029 805674 -71725 -71725 877399 30027 30027 907426 897687 0 897687 30027 30027 927714 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. NIGHT AT THE RACES 8879 8879 110 REVERSE RAFFLE 37839 26939 10900 5439 180 9366 2 21740 21740 750 1495 211 68458 57558 10900 750 6934 180 9687 17551 -6651 1 CATHOLIC CHARITIES WEST VIRGINIA 1218 EOFF STREET WHEELING WV 26003 550391262 501(C)(3) 38438 TO PROVIDE ASSISTANCE FOR BASIC SUBSISTENCE FAMILY SERVICES OF THE UPPER OHIO VALLEY 2200 MAIN STREET WHEELING WV 26003 550357074 501(C)(3) 34432 TO PROVIDE ASSISTANCE FOR BASIC SUBSISTENCE INFORMATION HELPLINE 1035 CHAPLINE STREET WHEELING WV 26003 550552045 501(C)(3) 29432 TO PROVIDE ASSISTANCE IN CRISIS INTERVENTION SERVICES SALVATION ARMY - OHIO COUNTY 140 16TH STREET WHEELING WV 26003 520591457 501(C)(3) 37272 TO PROVIDE DISASTER AND EMERGENCY ASSISTANCE AMERICAN RED CROSS RIVER VALLEY CHAPTER 193 29TH STREET WHEELING WV 26003 550284240 501(C)(3) 6566 TO SUPPORT DISASTER AND EMERGENCY ASSISTANCE WHEELING HEALTH RIGHT 61 29TH STREET WHEELING WV 26003 311149085 501(C)(3) 62206 TO PROVIDE ASSISTANCE FOR BASIC SUBSISTENCE SALVATION ARMY - BELMONT COUNTY 315 37TH STREET BELLAIRE OH 43906 135562351 501(C)(3) 46786 TO PROVIDE DISASTER AND EMERGENCY ASSISTANCE BROOKE COUNTY COMMITTEE ON AGING INC 948 MAIN STREET FOLLANSBEE WV 26037 550516908 501(C)(3) 7985 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) 50344 TO PROVIDE ASSISTANCE FOR CRISIS INTERVENTION, EDUCATION AND REHABILITATION YOUTH SERVICES SYSTEM 87 15TH STREET WHEELING WV 26003 550583675 501(C)(3) 41561 TO PROVIDE ASSISTANCE IN CRISIS INTERVENTION, EDUCATION AND REHABILITATION HARMONY HOUSE 2000 EOFF STREET WHEELING WV 26003 203135260 501(C)(3) 19613 TO PROVIDE ASSISTANCE IN CRISIS INTERVENTION, EDUCATION AND REHABILITATION SEXUAL ASSAULT HELP CENTER PO BOX 6764 WHEELING WV 26003 550616563 501(C)(3) 27277 TO PROVIDE ASSISTANCE IN CRISIS INTERVENTION SERVICES YMCA 55 LOUNEZ AVENUE WHEELING WV 26003 550357071 501(C)(3) 17702 TO PROVIDE YOUTH AND RECREATION SERVICES YWCA 1100 CHAPLINE STREET WHEELING WV 26003 550357063 501(C)(3) 41801 TO PROVIDE ASSISTANCE FOR BASIC SUBSISTENCE SEEING HAND ASSOCIATION 750 MAIN STREET WHEELING WV 26003 550284240 501(C)(3) 12281 TO PROVIDE ASSISTANCE IN CRISIS INTERVENTION, EDUCATION AND REHABILITATION GABRIEL PROJECT 1154 NATIONAL RD WHEELING WV 26003 311504147 501(C)(3) 18109 TO PROVIDE ASSISTANCE FOR BASIC SUBSISTENCE GIRL SCOUTS OF USA BLACK DIAMOND COUNCIL 586 NATIONAL RD WHEELING WV 26003 550420373 501(C)(3) 5483 TO PROVIDE YOUTH AND RECREATION SERVICES 17 ASSISTANCE PROVIDED TO INDIVIDUALS FOR EMERGENCY SERVICES 618 41790 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. IN ADDITION, THE UNITED WAY RECEIVED MONEY THIS YEAR TO BE USED FOR BETTER NUTRITION PURPOSES AND GRANTS WERE MADE TO BOTH MEMBER AGENCIES AND NON-MEMBER AGENCIES. 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 -6,609. UNREALIZED INVESTMENT LOSS - UNRESTRICTED -63,878. UNREALIZED INVESTMENT LOSS - PERM RESTRICTED -1,238. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS.