2020-03-09T12:49:52-05:00 2019-06-30 540504608 BROWN EDWARDS & COMPANY LLP 1715 PRATT DRIVE STE 2700 BLACKSBURG VA 24060 990 2018-07-01 540535302 UNITED WAY OF ROANOKE VALLEY INC UNIT 5407774200 325 CAMPBELL AVE SW ROANOKE VA 240163624 ABIGAIL V HAMILTON PRESIDENT & CEO 5407774200 2020-03-09 1 MARK WOOLWINE P00647446 5404433606 2020-03-09 206.248.228.130 2020-03-09 10:09:01 ED P 1626BA036CF3DDA5592C13B1B33E888B46C24478 C0110826A18C3FD9EEA598D9C777D364AAEF7DC2 2018 2020-09-23 17:36:50Z ABIGAIL V HAMILTON 325 CAMPBELL AVE ROANOKE VA 24016 4577653 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. 25 25 37 598 0 0 4923078 4527209 0 0 196627 50444 0 0 5119705 4577653 2921197 2941402 0 0 971009 1075178 0 0 502509 323914 343924 4216120 4360504 903585 217149 7402776 7508018 1816341 1683429 5586435 5824589 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 813051 813051 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, 2018 - JUNE 30, 2019, UNITED WAY OF ROANOKE VALLEY INVESTED OVER $1.8 MILLION DOLLARS IN QUALITY PROGRAMS, INITIATIVES, AND SMALL GRANTS THAT MAKE A POSITIVE DIFFERENCE IN THE COMMUNITY. $1 MILLION CAME IN THE FORM OF GRANTS SPECIFICALLY AWARDED TO DIRECTLY SUPPORT UNITED WAY'S SIGNATURE INITIATIVES - SMART BEGINNINGS, BANK ON, HEALTHY ROANOKE VALLEY, AND REHOUSING YOUTH FOR SUCCESS IN EDUCATION (RYSE), ADN 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 2018 - 2019 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 $75,000 FUNDED INDIVIDUAL PROGRAMS THAT ADDRESS GAPS IN SERVICES PROVIDED BY TIERS 1 AND 2. IN ADDITION, $30,000 WAS INVESTED IN 4 PROGRAMS IN FRANKLIN COUNTY. THIS MODEL HAS SEEN 1,713 FAMILIES STABILIZED AND CONNECTED TO SUPPORTS THAT LEAD TO SELF-SUFFICIENCY; $417,000 SAVED ON PRESCRIPTION DRUGS THROUGH FAMILYWIZE; 1,518 EARLY CHILDHOOD PROFESSIONALS TRAINED TO PROVIDE QUALITY EARLY EDUCATION; 527 YOUTH ENROLLED IN AFTERSCHOOL PROGRAMS; 7,738 CHILDREN ACCESSED QUALITY LEARNING OPPORTUNITIES; 4,548 ADULTS AND CHILDREN ACCESSED QUALITY MEDICAL, DENTAL AND MENTAL HEALTH SERVICES; AND, 249 CLIENTS WERE ENROLLED IN HUB SERVICES THAT CREATED 364 REFERRALS TO 75 PARTNER AGENCIES AND DIRECT SERVICE PROVIDERS. 688681 688681 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 2018 CAMPAIGN, A TOTAL OF 401 AGENCIES RECEIVED DESIGNATIONS THROUGH UNITED WAY DONORS AMOUNTING TO JUST OVER $688,681. 1844988 1439670 UNITED WAY OF ROANOKE VALLEY RELIES ON THE SUPPORT OF HUNDREDS OF VOLUNTEERS WHO LIVE IN THE REGION. IN 2018 - 2019, 598 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 $3.8 MILLION WAS SECURED BY UWRV THROUGH THE ANNUAL CAMPAIGN AND GRANT AWARDS THAT WAS REINVESTED IN OUR COMMUNITY. 3346720 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 1 37 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 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 HANS L CARSTENSEN III BOARD MEMBER 1.00 X 0 0 0 STEPHANIE HARPER MD MPP BOARD MEMBER 1.00 X 0 0 0 GREGORY BROCK CHAIR, COMMUNICATIONS COMMITTEE 1.00 X X 0 0 0 KATHY BASKE YOUNG BOARD MEMBER 1.00 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 KIMBERLY GAITERS BOARD MEMBER 1.00 X 0 0 0 PAUL DROUBAY CHAIR-ELECT 1.00 X X 0 0 0 THOMAS GATES BOARD MEMBER 1.00 X 0 0 0 CHERYL W HARTMAN PHD BOARD MEMBER 1.00 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 DEVELOPMENT COMMITTEE 1.00 X X 0 0 0 ROBERT D NAVE CPCU BOARD MEMBER 1.00 X 0 0 0 MICHAEL K QUINN 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 OPERATIONS COMMITTEE 1.00 X X 0 0 0 CHAD SPANGLER CHAIR, COMMUNITY IMPACT COMMITTEE 1.00 X X 0 0 0 ELDA STANCO DOWNEY PHD BOARD MEMBER 1.00 X 0 0 0 KING TOWER BOARD MEMBER 1.00 X 0 0 0 AFIRA DEVRIES PRESIDENT & CEO 40.00 X 166029 0 0 TERRY BRIDGES VP OF OPERATIONS & FINANCE 40.00 X 65570 0 0 231599 0 0 1 0 1 0 0 4527209 4527209 50444 50444 4577653 0 0 50444 2941402 2941402 231599 55343 120913 55343 655001 245275 168645 241081 65376 22167 21351 21858 55926 18963 18265 18698 67276 22811 21972 22493 26685 26685 28338 4250 5668 18420 23379 3507 9352 10520 55840 8376 22336 25128 14808 2221 2962 9625 45500 45500 55755 8363 22302 25090 PRINTING AND PUBLICATIO 60623 9093 12125 39405 REPAIRS & MAINTENANCE 26940 4041 10776 12123 MISCELLANEOUS EXPENSE 6056 908 2423 2725 4360504 3346720 511275 502509 2610303 2603230 945931 938111 1388426 753589 628833 634837 266426 291175 2951283 3040665 7402776 7508018 1816341 1683429 1816341 1683429 X 2374168 2601832 1366993 1326850 1845274 1895907 5586435 5824589 7402776 7508018 X 217149 65362 -44358 X X 0 1 X 1 1 1 X 5859581 5464520 6786949 4923078 4527209 27561337 5859581 5464520 6786949 4923078 4527209 27561337 27561337 111718 127450 109856 196627 50444 596095 28157432 0.97880 0.97980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1845275 50632 1895907 1829306 15969 1845275 1748826 80480 1829306 1901000 -152174 1748826 1920755 -19755 1901000 1.00000 1 0 44500 44500 1062974 566085 496889 280952 187504 93448 634837 OTHER CURRENT ASSETS 408096 FOUNDATION FOR ROANOKE VALLEY 740478 BENEFICIAL INTEREST IN PERPETUAL TRUST 1892091 3040665 3750645 65362 65362 3685283 892370 892370 4577653 3512492 0 3512492 848012 848012 4360504 PART XI, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS PAID NETTED AGAINST EXPENSES IN FINANCIAL STATEMENTS 892,370. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS PAID NETTED WITH EXPENSES IN FINANCIAL STATEMENTS 892,370. CHANGE IN ALLOCATIONS ACCRUAL -44,358. 1 AMERICAN RED CROSS ROANOKE VALLEY CHAPTER 530196605 501(C)(3) 6886 DESIGNATIONS AMERICAN CANCER SOCIETY 131788491 501(C)(3) 5897 DESIGNATIONS APPLE RIDGE FARM INC 541409250 501(C)(3) 19061 DESIGNATIONS BOYS AND GIRLS CLUB OF SOUTHWEST VA INC 541867366 501(C)(3) 5914 DESIGNATIONS BRADLEY FREE CLINIC 237380491 501(C)(3) 52659 ALLOCATIONS & DESIGNATIONS CARILION CLINIC 541190771 501(C)(3) 80711 ALLOCATIONS & DESIGNATIONS CHILD HEALTH INVESTMENT PARTNERSHIP (CHIP) OF ROANOKE VALLEY 541566451 501(C)(3) 167286 ALLOCATIONS & DESIGNATIONS CHILDREN'S TRUST 510235891 501(C)(3) 20997 ALLOCATIONS & DESIGNATIONS COUNCIL OF COMMUNITY SERVICES 540718859 501(C)(3) 22746 ALLOCATIONS & DESIGNATIONS FAMILY SERVICE OF ROANOKE 540505946 501(C)(3) 164872 ALLOCATIONS & DESIGNATIONS FEEDING AMERICA SOUTHWEST VIRGINIA 541939556 501(C)(3) 26512 DESIGNATIONS FREE CLINIC OF FRANKLIN COUNTY 542034650 501(C)(3) 17475 ALLOCATIONS & DESIGNATIONS GIRL SCOUTS OF VIRGINIA SKYLINE COUNCIL INC 540737207 501(C)(3) 5911 DESIGNATIONS LAKE CHRISTIAN MINISTRIES 542034650 501(C)(3) 5000 DESIGNATIONS LOA-LOCAL OFFICE ON AGING INC 540916248 501(C)(3) 11159 DESIGNATIONS LOCAL ENVIRONMENTAL AGRICULTURE PROGRAM (LEAP) 271050909 501(C)(3) 19275 ALLOCATIONS & DESIGNATIONS MENTAL HEALTH AMERICA OF ROANOKE VALLEY 540703132 501(C)(3) 12629 DESIGNATIONS NEW HORIZONS HEALTHCARE 541937835 501(C)(3) 60837 ALLOCATIONS & DESIGNATIONS PLANNED PARENTHOOD HEALTH SYSTEMS 561282557 501(C)(3) 15127 DESIGNATIONS ROANOKE VALLEY SPCA 540679796 501(C)(3) 12284 DESIGNATIONS RONALD MCDONALD HOUSE CHARITIES OF SOUTHWEST VIRGINIA 541244769 501(C)(3) 6424 DESIGNATIONS SAINT FRANCIS SERVICE DOGS 541806879 501(C)(3) 8386 DESIGNATIONS SOUTHERN AREA AGENCY ON AGING 541018745 501(C)(3) 6667 DESIGNATIONS THE SALVATION ARMY INC - ROANOKE 580660607 501(C)(3) 7276 DESIGNATIONS TOTAL ACTION FOR PROGRESS 546057095 501(C)(3) 215545 ALLOCATIONS & DESIGNATIONS UNITED WAY OF CENTRAL VIRGINIA 540505923 501(C)(3) 22052 DESIGNATIONS UNITED WAY OF CENTRAL WEST VIRGINIA 550402755 501(C)(3) 7243 DESIGNATIONS UNITED WAY OF GREATER RICHMOND AND PETERSBURG 237375346 501(C)(3) 23307 DESIGNATIONS UNITED WAY OF MONTGOMERY RADFORD & FLOYD 540739250 501(C)(3) 24591 DESIGNATIONS UNITED WAY OF ROCKBRIDGE INC 540506318 501(C)(3) 5312 DESIGNATIONS UNITED WAY OF SOUTH HAMPTON ROADS 540506322 501(C)(3) 13170 DESIGNATIONS WEST END CENTER 541150320 501(C)(3) 12006 DESIGNATIONS YMCA OF ROANOKE VALLEY 541888514 501(C)(3) 7226 DESIGNATIONS 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 AFIRA DEVRIES PRESIDENT & CEO 166029 0 0 0 0 0 0 0 0 0 166029 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 -44,358. PART XII, LINE 2C NO CHANGES IN THE PROCESS.