2021-03-16T09:33:54-05:00 2020-06-30 540504608 BROWN EDWARDS & COMPANY LLP 1715 PRATT DRIVE STE 2700 BLACKSBURG VA 24060 990 2019-07-01 540535302 UNITED WAY OF ROANOKE VALLEY INC UNIT 5407774200 325 CAMPBELL AVE SW ROANOKE VA 240163624 ABIGAIL V HAMILTON PRESIDENT & CEO 5407774200 2021-03-12 1 MARK WOOLWINE P00647446 5404433606 2021-03-12 2019 2022-09-23 18:48:47Z ABIGAIL V HAMILTON 325 CAMPBELL AVE ROANOKE VA 24016 5025940 0 X WWWW.UWRV.ORG X 1924 VA TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF PEOPLE IN OUR COMMUNITY. UNITED WAY OF ROANOKE VALLEY SERVES PEOPLE IN THE CITIES OF ROANOKE AND SALEM, TOWN OF VINTON, AND THE COUNTIES OF BOTETOURT, CRAIG, ROANOKE, AND FRANKLIN. 27 27 41 732 0 0 4527209 4859612 0 0 50444 166328 0 0 4577653 5025940 2941402 3321465 0 0 1075178 905001 0 0 367813 343924 313998 4360504 4540464 217149 485476 7508018 7654857 1683429 1509551 5824589 6145306 X TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF PEOPLE IN OUR COMMUNITY. UNITED WAY OF ROANOKE VALLEY SERVES PEOPLE IN THE CITIES OF ROANOKE AND SALEM, THE TOWN OF VINTON, AND THE COUNTIES OF BOTETOURT, CRAIG, ROANOKE, AND FRANKLIN. 0 0 1002051 1002051 4AUNITED WAY OF ROANOKE VALLEY IS A UNIQUE ASSET TO OUR COMMUNITY. UW ENGAGES LOCAL BUSINESSES, NONPROFITS AND INDIVIDUALS TO DETERMINE AND PRIORITIZE OUR REGION'S MOST PRESSING NEEDS. A COMMITTED NETWORK OF COMMUNITY VOLUNTEERS DETERMINES WHICH PROGRAMS MAKE THE BIGGEST DIFFERENCE IN ADDRESSING THESE NEEDS. FROM JULY 1, 2019 - JUNE 30, 2020, UNITED WAY OF ROANOKE VALLEY INVESTED OVER $2.5 MILLION DOLLARS IN QUALITY PROGRAMS, INITIATIVES, AND SMALL GRANTS THAT MAKE A POSITIVE DIFFERENCE IN THE COMMUNITY. $1.5 MILLION CAME IN THE FORM OF GRANTS SPECIFICALLY AWARDED TO DIRECTLY SUPPORT UNITED WAY'S SIGNATURE INITIATIVES - SMART BEGINNINGS, HEALTHY ROANOKE VALLEY, AND REHOUSING YOUTH FOR SUCCESS IN EDUCATION (RYSE), AND THE REMAINDER CAME FROM DONATIONS TO THE COMMUNITY IMPACT FUND. ADDITIONALLY, UNITED WAY MADE INVESTMENTS IN THE WORK OF OTHER NON-PROFIT ORGANIZATIONS PROVIDING SERVICES WHICH ADDRESSED KEY PRIORITIES IDENTIFIED IN THE AREAS OF EARLY LEARNERS, SUCCESSFUL YOUTH AND HEALTHY ADULTS USING A NEW FUNDING MODEL THAT BUILDS ON PARTNERSHIPS AMONG SERVICE PROVIDERS TO BETTER ADDRESS CLIENT NEEDS AND BUILD COALITIONS THAT SHARE OUTCOMES TO ATTRACT OTHER FUNDERS. THIS MODEL RESULTS IN SUSTAINED SOCIAL PROGRESS, STREAMLINED ACCESS FOR CLIENTS AND DEEPENED CONNECTIONS AMONG PARTNERS. IN 2019 - 2020 FY, FUNDING WAS AWARDED IN THREE TIERS. TIER 1 WAS FOR THE COLLABORATIVE PARTNERSHIP THAT ADDRESSES FAMILY NEEDS THROUGH THE PATHWAYS COMMUNITY HUB. FAMILIES ARE IDENTIFIED THROUGH COMMUNITY HEALTH WORKERS WHO THEN WORK ONE ON ONE TO IDENTIFY NEEDS AND ALIGN THE FAMILY WITH SUPPORTS TO MEET THOSE NEEDS. UNITED WAY INVESTED $250,000 IN THE PATHWAYS COMMUNITY HUB PARTNERSHIP. TIER 2 IS FOR SYSTEM INNOVATION COLLABORATIONS THAT ADDRESS COMPLEX SOCIAL ISSUES THROUGH PARTNERSHIPS AMONG THE SERVICE PROVIDER NETWORK. UNITED WAY INVESTED $458,051 IN 3 SYSTEM INNOVATION COLLABORATIONS THAT ADDRESSED EARLY EDUCATION, YOUTH PROGRAMMING, AND WORKFORCE DEVELOPMENT. TIER 3 PEOPLE CENTERED INVESTMENTS OF $50,000 FUNDED INDIVIDUAL PROGRAMS THAT ADDRESS GAPS IN SERVICES PROVIDED BY TIERS 1 AND 2. AN ADDITIONAL $30,000 WAS INVESTED IN 3 PROGRAMS IN FRANKLIN COUNTY THAT FOCUSED ON HOME REPAIRS FOR LOW INCOME CITIZENS, HEALTHCARE NEEDS AND EMERGENCY SERVICES. THIS MODEL HAS SEEN $364,000 SAVED ON PRESCRIPTION DRUGS THROUGH FAMILYWIZE; 1,355 EARLY CHILDHOOD PROFESSIONALS TRAINED TO PROVIDE QUALITY EARLY EDUCATION; 492 YOUTH ENROLLED IN AFTERSCHOOL PROGRAMS; 7,346 CHILDREN AGES BIRTH TO FIVE ACCESSED QUALITY LEARNING OPPORTUNITIES; AND, 179 CLIENTS WERE ENROLLED IN HUB SERVICES THAT CREATED 598 REFERRALS TO 75 PARTNER AGENCIES AND DIRECT SERVICE PROVIDERS. ADDITIONALLY, UNITED WAY RAISED AND ALLOCATED $214,000 TO PROVIDE DIRECT SERVICES FOR ACCESS TO FOOD AND SUPPLIES, HEALTHCARE, CHILDCARE, HOUSING, UTILITIES, EMPLOYMENT AND TRANSPORTATION. 517446 517446 UNITED WAY OF ROANOKE VALLEY ALSO PROCESSES DIRECT DESIGNATIONS TO AGENCIES AS A SERVICE TO ITS DONORS. THESE ORGANIZATIONS MUST MEET MINIMUM STANDARDS SO UNITED WAY CAN ACCEPT FUNDS ON THEIR BEHALF. IN THE FALL 2019 CAMPAIGN, MORE THAN 250 AGENCIES RECEIVED DESIGNATIONS THROUGH UNITED WAY DONORS AMOUNTING TO JUST OVER $517,446. 2036517 1801968 UNITED WAY OF ROANOKE VALLEY RELIES ON THE SUPPORT OF HUNDREDS OF VOLUNTEERS WHO LIVE IN THE REGION. IN 2019 - 2020, 732 VOLUNTEERS PARTICIPATED IN A VARIETY OF WAYS TO BRING LASTING CHANGE TO OUR COMMUNITY WHICH INCLUDED BY SERVING ON GOVERNANCE COMMITTEES, ASSISTING IN OUR ANNUAL CAMPAIGN EFFORTS AND REVIEWING APPLICATIONS AND PROGRAMS DURING THE INVESTMENT PROCESS. BECAUSE OF THEIR EFFORTS, OVER $4.5 MILLION WAS SECURED BY UWRV THROUGH THE ANNUAL CAMPAIGN AND GRANT AWARDS THAT WAS REINVESTED IN OUR COMMUNITY. 3556014 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 53 0 1 41 1 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 5407774200 325 CAMPBELL AVE SW ROANOKE VA 240163624 SUSAN A CAMPBELL CRSP VICE CHAIR 1.00 X X 0 0 0 JEANNE S ARMENTROUT BOARD MEMBER 1.00 X 0 0 0 KERRY J EDMONDS BOARD CHAIR 1.00 X X 0 0 0 GREGORY BROCK CHAIR, COMMUNICATIONS COMM 1.00 X X 0 0 0 GRETCHEN WEINNIG BEEDLE BOARD MEMBER 1.00 X 0 0 0 WILLIAM MARK CHURCH BOARD MEMBER 1.00 X 0 0 0 ROBERT COWELL BOARD MEMBER 1.00 X 0 0 0 PAUL DROUBAY CHAIR-ELECT 1.00 X X 0 0 0 TERRY JAMERSON BOARD MEMBER 1.00 X 0 0 0 CAROLYN KISER BOARD MEMBER 1.00 X 0 0 0 KEN E NICELY BOARD MEMBER 1.00 X 0 0 0 MELINDA SUE JORDAN PAYNE CHAIR, RESOURCE DEVELOPMEN 1.00 X X 0 0 0 ROBERT D NAVE CPCU BOARD MEMBER 1.00 X 0 0 0 MICHAEL K QUINN EX-OFFICIO BOARD MEMBER 1.00 X 0 0 0 ANGELA H REYNOLDS BOARD MEMBER 1.00 X 0 0 0 TIMOTHY E SMOTHERS CHAIR, FINANCE AND OPERATI 1.00 X X 0 0 0 CHAD SPANGLER CHAIR, COMMUNITY IMPACT CO 1.00 X X 0 0 0 KING TOWER BOARD MEMBER 1.00 X 0 0 0 ANTHONY HOLMES BOARD MEMBER 1.00 X 0 0 0 BLAIR CELLI BOARD MEMBER 1.00 X 0 0 0 CHRIS CADENHEAD BOARD MEMBER 1.00 X 0 0 0 CHRIS CHITTUM BOARD MEMBER 1.00 X 0 0 0 DIANE SPEAKS BOARD MEMBER 1.00 X 0 0 0 JOHN HERRIG II BOARD MEMBER 1.00 X 0 0 0 PAULA BROWN BOARD MEMBER 1.00 X 0 0 0 ROBERT JEFFREY BOARD MEMBER 1.00 X 0 0 0 ANDREW ALEGRE BOARD MEMBER 1.00 X 0 0 0 AFIRA DEVRIES PRESIDENT & CEO 40.00 X 111248 0 0 TERRY BRIDGES VP OF OPERATIONS & FINANCE 40.00 X 70576 0 0 ABBY VERDILLO HAMILTON PRESIDENT & CEO 40.00 X 78334 0 0 260158 0 0 1 0 0 0 0 4859612 4859612 166328 166328 5025940 0 0 166328 3321465 3321465 260158 84083 123325 52750 480003 61399 221969 196635 99767 20028 42233 37506 65073 13063 27547 24463 20856 20856 55522 27359 14563 13600 17926 3735 10987 3204 29524 1927 22321 5276 10440 1622 4214 4604 43832 43832 56527 56527 PRINTING AND PUBLICATIO 56270 19980 9304 26986 REPAIRS & MAINTENANCE 21695 930 18959 1806 MISCELLANEOUS EXPENSE 1406 423 0 983 4540464 3556014 616637 367813 2603230 2901494 938111 750094 1413060 810116 634837 602944 291175 303521 3040665 3096804 7508018 7654857 1683429 1509551 1683429 1509551 X 2601832 3086119 3222757 3059187 5824589 6145306 7508018 7654857 X 485476 -48259 -116500 X X 0 1 X 1 1 1 X 5464520 6786949 4923078 4527209 4859612 26561368 5464520 6786949 4923078 4527209 4859612 26561368 26561368 127450 109856 196627 50444 63715 548092 27109460 0.97980 0.97880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1895907 -52826 1843081 1845275 50632 1895907 1829306 15969 1845275 1748826 80480 1829306 1901000 -152174 1748826 1.00000 1 0 44500 44500 1062974 598405 464569 305586 211711 93875 602944 OTHER CURRENT ASSETS 524839 FOUNDATION FOR ROANOKE VALLEY 732701 BENEFICIAL INTEREST IN PERPETUAL TRUST 1839264 3096804 4368033 -48259 -48259 4416292 609648 609648 5025940 4047316 0 4047316 493148 493148 4540464 PART XI, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS PAID NETTED AGAINST EXPENSES IN FINANCIAL STATEMENTS 609,648. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS PAID NETTED WITH EXPENSES IN FINANCIAL STATEMENTS 609,648. CHANGE IN ALLOCATIONS ACCRUAL -116,500. 1 APPLE RIDGE FARM INC 541409250 7591 DONOR DESIGNATION PAYMENT ARCH 237064477 12827 GRANT ALLOCATION AND DONOR DESIGNATION PAYMENTS BLUE RIDGE LEGAL SERVICES 541048944 6698 GRANT ALLOCATION AND DONOR DESIGNATION PAYMENTS BOYS AND GIRLS CLUB OF SOUTHWEST VA INC 541867366 35290 GRANT ALLOCATION AND DONOR DESIGNATION PAYMENTS BRADLEY FREE CLINIC 237380491 63278 GRANT ALLOCATION AND DONOR DESIGNATION PAYMENTS CARILION CLINIC 541190773 84905 GRANT ALLOCATION AND DONOR DESIGNATION PAYMENTS CHILD HEALTH INVESTMENT PARTNERSHIP (CHIP) OF ROANOKE VALLEY 541566451 157866 GRANT ALLOCATION AND DONOR DESIGNATION PAYMENTS CHILDREN'S TRUST 510235891 18710 GRANT ALLOCATION AND DONOR DESIGNATION PAYMENTS COMMUNITY YOUTH PROGRAM AT ST JOHN'S INC 541855451 5344 GRANT ALLOCATION AND DONOR DESIGNATION PAYMENTS COUNCIL OF COMMUNITY SERVICES 540718859 48170 GRANT ALLOCATION AND DONOR DESIGNATION PAYMENTS FAITH NETWORK OF FRANKLIN CO 821495385 24941 GRANT ALLOCATION AND DONOR DESIGNATION PAYMENTS FAMILY PROMISE OF GREATER ROANOKE 541868833 22189 GRANT ALLOCATION AND DONOR DESIGNATION PAYMENTS FAMILY SERVICE OF ROANOKE 540505946 162016 GRANT ALLOCATION AND DONOR DESIGNATION PAYMENTS FEEDING AMERICA SOUTHWEST VIRGINIA 541939556 37761 GRANT ALLOCATION AND DONOR DESIGNATION PAYMENTS FREE CLINIC OF FRANKLIN COUNTY 541634138 13000 GRANT ALLOCATION HEAVENLY MANNA INC 541559013 5000 GRANT ALLOCATION KIDS SOAR 010583325 5000 GRANT ALLOCATION LAKE CHRISTIAN MINISTRIES INC 542034650 10103 GRANT ALLOCATION AND DONOR DESIGNATION PAYMENTS LOCAL ENVIRONMENTAL AGRICULTURE PROGRAM (LEAP) 271050909 36859 GRANT ALLOCATION AND DONOR DESIGNATION PAYMENTS LOA-LOCAL OFFICE ON AGING INC 540916248 20381 GRANT ALLOCATION AND DONOR DESIGNATION PAYMENTS NEW HORIZONS HEALTHCARE 541937835 44937 GRANT ALLOCATION AND DONOR DESIGNATION PAYMENTS PLANNED PARENTHOOD HEALTH SYSTEMS 561282557 13787 DONOR DESIGNATION PAYMENT RENOVATION ALLIANCE 541961045 17080 GRANT ALLOCATION AND DONOR DESIGNATION PAYMENTS ROANOKE AREA MINISTRIES 510198976 5798 GRANT ALLOCATION AND DONOR DESIGNATION PAYMENTS ROANOKE VALLEY SPCA 540679796 11872 DONOR DESIGNATION PAYMENT SAINT FRANCIS SERVICE DOGS 541806879 5621 DONOR DESIGNATION PAYMENT THE SALVATION ARMY INC - ROANOKE 580660607 8409 DONOR DESIGNATION PAYMENT SMALL STEPS LEARNING ACADEMY INC 270871725 17495 CHILDCARE TUITION SUPPORT TOTAL ACTION FOR PROGRESS 546057095 193153 GRANT ALLOCATION AND DONOR DESIGNATION PAYMENTS UNITED WAY OF GREATER CHARLOTTESVILLE 540505882 9293 DONOR DESIGNATION PAYMENT UNITED WAY OF COLLIER COUNTY INC 591026096 6736 DONOR DESIGNATION PAYMENT UNITED WAY OF CENTRAL VIRGINIA 540505923 19850 DONOR DESIGNATION PAYMENT UNITED WAY OF CENTRAL WEST VIRGINIA 550402755 8736 DONOR DESIGNATION PAYMENT UNITED WAY OF GREATER RICHMOND AND PETERSBURG 237375346 39254 DONOR DESIGNATION PAYMENT UNITED WAY OF HENRY COUNTY & MARTINSVILLE 540753318 7495 DONOR DESIGNATION PAYMENT UNITED WAY OF THE NEW RIVER VALLEY 540739250 25651 DONOR DESIGNATION PAYMENT UNITED WAY OF SOUTH HAMPTON ROADS 540506322 16233 DONOR DESIGNATION PAYMENT WEST END CENTER 541150320 7253 DONOR DESIGNATION PAYMENT YMCA OF ROANOKE VALLEY 540515736 12362 GRANT ALLOCATION AND DONOR DESIGNATION PAYMENTS YMCA LAND OF WONDER PRESCHOOL 541740065 9884 CHILDCARE TUITION SUPPORT PART I, LINE 2: UNITED WAY'S COMMUNITY INVESTMENT PROCESS IS THE ANNUAL REVIEW OF PROGRAM APPLICATIONS FROM AGENCIES AND SUBSEQUENT FUNDING RECOMMENDATIONS. THIS PROCESS EMPHASIZES OUTCOME MEASUREMENT AND THE NEED TO TARGET RESOURCES TO MAKE A MEASURABLE IMPACT ON IMPORTANT COMMUNITY ISSUES. VOLUNTEERS ARE DIVIDED INTO GROUPS TO REVIEW A COMMON SET OF APPLICATIONS ORGANIZED UNDER IMPACT AREAS OF NEED. EACH PANEL REVIEWS THE PROGRAMS, ASSIGNS SCORES, AND MAKES APPROPRIATE FUNDING RECOMMENDATIONS. A SEPARATE GROUP OF VOLUNTEERS COMPRISING THE ADMINISTRATIVE REVIEW PANEL GOES OVER THE FINANCIALS OF APPLICANT ORGANIZATIONS AND OTHER INFORMATION PERTAINING TO ADMINISTRATIVE AND OPERATIONAL STANDARDS. FINDINGS FROM BOTH THE PROGRAM AND FINANCIAL REVIEWS ARE CONSIDERED WHEN FORMING THE FINAL FUNDING RECOMMENDATION. THE COMMUNITY IMPACT COMMITTEE MEETS TO RECONCILE ANY DIFFERENCES BETWEEN FUNDING RECOMMENDATIONS AND THE TOTAL AMOUNT OF FUNDS AVAILABLE TO INVEST. ONCE FUNDING RECOMMENDATIONS ARE FINALIZED, THE UNITED WAY BOARD OF DIRECTORS PROVIDES FINAL APPROVAL FOR FUNDING TO BEGIN JULY 1 AND CONCLUDE JUNE 30 OF THE FOLLOWING YEAR. 1 0 0 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS EMAILED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST THAT HAVE RISEN DURING THE YEAR ARE DISCLOSED AT THE MONTHLY BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 THE DETERMINATION OF THE CEO'S AND CFO'S COMPENSATION IS BASED ON THE FOLLOWING PROCESS (1) THE UNITED WAY OF ROANOKE VALLEY'S PERSONNEL COMMITTEE, WHICH INCLUDES SELECT BOARD MEMBERS AND OTHER HUMAN RESOURCE PROFESSIONALS IN THE COMMUNITY, REVIEWS COMPENSATION RANGES FOR COMPARABLE POSITIONS AND RECOMMENDS SALARY RANGES TO UNITED WAY'S EXECUTIVE COMMITTEE. THIS IS REVIEWED BY THE EXECUTIVE COMMITTEE AND FINALIZED. (2) THE CEO CREATES AN ANNUAL WORK PLAN AND THAT PLAN IS REVIEWED AND EVALUATED PERIODICALLY BY THE BOARD CHAIR AND EXECUTIVE COMMITTEE. (3) THE BOARD CHAIR PERFORMS THE ANNUAL OFFICIAL EVALUATION WITH INPUT FROM THE EXEUCTIVE COMMITTEE AND RECOMMENDS ADJUSTMENTS IN COMPENSATION TO THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN ALLOCATION ACCRUALS -116,500. PART XII LINE 2C NO CHANGES TO THE PROCESS FROM PRIOR YEAR.