2020-11-18T07:15:15-06:00 2020-06-30 540737372 PBMARES LLP 701 TOWN CENTER DRIVE SUITE 900 NEWPORT NEWS VA 23606 990 2019-07-01 540535602 United Way of the Virginia Peninsula UNIT 7578739328 11820 Fountain Way No 206 Newport News VA 23606 Steven S Kast President/CEO 7578739328 2020-11-16 1 Melissa H Tucker P00716515 7578731587 2020-11-16 209.10.80.132 2020-11-16 15:39:41 ES P 849CB88CDCF05AE17E9B24E774F82659F75B5D96 85FE4C1121BA960B0FE28C75BC0709009DC77508 2019 2021-01-29 14:40:06Z Lindsey A Carney 11820 Fountain Way No 206 Newport News VA 23606 7553449 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. 25 24 20 1500 0 0 4782348 6203760 0 0 250480 225531 43594 16904 5076422 6446195 3782647 3428340 0 0 1233657 997307 0 0 282893 529825 1412790 5546129 5838437 -469707 607758 6557407 6603766 3039257 2760256 3518150 3843510 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 2966079 1082561 Other Allocations - HealthA 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.?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. 1095630 1095630 Responding to Basic NeedsUWVP helps families become financially stable and independent. Through a $1,095,630 investment in providing help in times of crisis or disaster. UWVP funded programs touched well over 100,000 residents on the Virginia Peninsula. Serving families in crisis, Shelter to the homeless, Emergency Food distribution, Emergency Communications for the Military, Disaster Services and Domestic Violence Intervention and Assistance. 1013145 1013145 Investing in Education - School SuccessUWVP helps children and youth achieve their potential through education. We invested $1,013,145 in the academic success of approximately 38,000 children and youth residing on the Virginia Peninsula. Kindergarten Readiness - affordable preschool programs. Early Prevention & Intervention for children with disabilities or developmental delays. K-12 Enrichment - character development and mentoring. Child Welfare - case management and education, adoption services and support to families in need. 237004 237004 Financial Stability - Housing & Social Safety NetUWVP helps individuals build self reliance and helps build a stable environment in which people can acheive their goals through a $237,004 investment in these programs. Job Readyness programs for probationary adults and youth. Job retention training for low to moderate income adults. Adult Literacy classes. Consumer credit counseling. Programs for adults with developmental disabilities. Housing Stabilization and supportive assistance to homeless mothers and their children. Home maintenance programs for low income or disabled individuals. 237004 237004 5311858 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 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 20 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 24 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X Steve Kast 7578739328 11820 Fountain Way No 206 Newport News VA 23606 Steven S Kast President/CEO 40.00 X X 210560 0 2328 Kevin Lyles Vice President 40.00 X 90213 0 42197 Stephen C Barrs Director 0.20 X 0 0 0 Gary L Behm Director 0.20 X 0 0 0 Steven C Bond Secretary 0.20 X X 0 0 0 Lindsey A Carney Chair 0.20 X X 0 0 0 Tom J Cosgrove Ex-Officio 0.20 X 0 0 0 Jerri F Dickseski Director 0.20 X 0 0 0 J Patrick Finneran Director 0.20 X 0 0 0 Gordon L Gentry Jr Director 0.20 X 0 0 0 Gregory F Lawson Treasurer 0.20 X X 0 0 0 Nancy W Littlefield Director 0.20 X 0 0 0 Michael W Maier Director 0.20 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 Conway H Shield III Vice Chairman 0.20 X X 0 0 0 Brian K Skinner Ex-Officio 0.20 X 0 0 0 Jonathan P Skinner Director 0.20 X 0 0 0 CJ Skip Smith III Director 0.20 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 Marshall N Warner Director 0.20 X 0 0 0 Sandy B Wanner Director 0.20 X 0 0 0 Dr Willard Maxwell Jr Director 0.20 X 0 0 0 Nhu Ywargin Director 0.20 X 0 0 0 300773 0 44525 1 0 1 0 0 5743399 115900 344461 123907 6203760 135062 135062 1197723 1107254 90469 90469 90469 Miscellaneous Income 900099 16904 16904 16904 6446195 16904 0 225531 3428340 3428340 323722 194233 53702 75787 531484 381791 26123 123570 23949 17204 1177 5568 62094 44605 3052 14437 56058 37987 5006 13065 62835 62835 32106 32106 22902 15230 7672 64810 45605 13477 5728 97509 87759 4875 4875 3939 2375 1119 445 8066 4863 2292 911 49443 34144 4238 11061 50829 32243 13406 5180 10212 5438 4774 COVID-19 Emergency Fund 899384 899384 Community relations and 66637 57308 2765 6564 Software Licenses & Mai 27913 18915 2493 6505 Other Expenses 9662 9662 6543 4434 584 1525 5838437 5311858 243686 282893 372562 531863 205249 39536 1276710 1049304 50398 41514 29005 382612 310550 121436 72062 4539936 4831598 6557407 6603766 78404 89579 2960853 2670677 3039257 2760256 X 3260450 3459510 257700 384000 3518150 3843510 6557407 6603766 X 607758 92008 -374406 X X 0 1 X 1 0 X 5078570 4711934 4316511 4782348 6203760 25093123 5078570 4711934 4316511 4782348 6203760 25093123 3782050 21311073 103577 113675 113441 136663 135062 602418 188126 133032 31077 43594 16904 412733 26108274 0.81630 0.82870 X Schedule A, Part II, line 10 Service Fees & Other Income 2015 Amount $188,126 2016 Amount $133,032 2017 Amount $31,077 2018 Amount $43,594 2019 Amount $16,904 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 135093 124959 10134 247519 185591 61928 72062 Morgan Stanley Investments 4532598 F Beneficial Interest in Trust 299000 F 4831598 Allocations and Designations Payable 2670677 2670677 X 4857601 92008 92008 4765593 1680602 1680602 6446195 4532241 0 4532241 1306196 1306196 5838437 Part X, Line 2: 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: Designated Grants 120,000. Donor designated contributions 1,154,090. Investment Fees netted with interest income for book purposes 32,106. Bad Debt Expense 374,406. Part XII, Line 4b - Other Adjustments: Donor designated contributions 1,154,090. Investment fees netted with interest income for book purposes 32,106. Designated Grants 120,000. 1 Alternatives Inc 359 Fenwick Rd Bldg 263 Ft Monroe VA 23651 540948440 501(c)(3) 40500 Responding to Basic Needs American Red Cross - Coastal Virginia 1323 W Pembroke Ave Hampton VA 23661 540515737 501(c)(3) 60500 Disaster Relief The Arc of Greater Williamsburg 150 D Strawberry Plains Road Williamsburg VA 23188 541054921 501(c)(3) 31250 Special Needs Assistance Avalon Center PO Box 6805 Williamsburg VA 23188 521208945 501(c)(3) 14100 Domestic Violence Bacon Street Youth and Family Services 247 McLaws Circle Williamsburg VA 23185 540891035 501(c)(3) 21800 Substance Abuse, Mental Health, Homelessness Big Brothers Big Sisters of the Virginia Peninsula 746 Adams Drive Room 10 Newport News VA 23601 541153403 501(c)(3) 65000 Education Boy Scouts of America - Colonial Virginia Council 11834 Canon Boulevard Suite L Newport News VA 23606 540505994 501(c)(3) 19750 Education Boys & Girls Clubs of the VA Peninsula 11825 Rock Landing Drive Ste B Chesapeake Bldg Newport News VA 23606 540538202 501(c)(3) 272000 Education C Waldo Scott Center for HOPE Inc 3100 Wickham Avenue Newport News VA 23607 541744900 501(c)(3) 6650 Education Catholic Charities of Eastern Virginia 5361-A Virginia Beach Boulevard Virginia Beach VA 23462 540505879 501(c)(3) 11500 Responding to Basic Needs Center for Child & Family Services 2021 Cunningham Drive Ste 400 Hampton VA 23666 540505893 501(c)(3) 138000 Counseling Services Child Development Resources 150 Point OWoods Road Williamsburg VA 231880280 540791991 501(c)(3) 66700 Special Needs Assistance Colonial CASA 1311 Jamestown Road Suite 201 Williamsburg VA 231853391 541751706 501(c)(3) 7200 Mentorship Downtown Hampton Child Development Center 1306 Thomas Street Hampton VA 23669 540890222 501(c)(3) 112600 Education Edmarc Hospice for Children 516 London Street Portsmouth VA 23704 541092904 501(c)(3) 22300 Improving Health Girl Scout Council of Colonial Coast 912 Cedar Road Chesapeake VA 23322 541158412 501(c)(3) 24650 Education Gloucester Housing Partnership PO Box 1688 Gloucester VA 23061 541635676 501(c)(3) 24200 Financial Stability Gloucester-Mathews Care Clinic 6301 Industrial Drive Gloucester VA 23061 541875619 501(c)(3) 21900 Improving Health Goodwill Central & Coastal VA 1911 Saville Row Hampton VA 23666 540455395 501(c)(3) 4250 Responding to Basic Needs HELP Inc PO Box 190 Hampton VA 23669 541209213 501(c)(3) 51100 Responding to Basic Needs Habitat for Humanity Peninsula & Greater Williamsburg 11011 Warwick Boulevard Newport News VA 23601 521431619 501(c)(3) 22500 Financial Stability Hampton Roads Community Action Program (HRCAP) 2410 Wickham Avenue Newport News VA 23607 237014485 501(c)(3) 6400 Education Hospice House & Support Care of Williamsburg 4445 Powhatan Parkway Williamsburg VA 23188 521289657 501(c)(3) 13600 Improving Health Housing Partnerships Inc 115 Palace Lane Williamsburg VA 231852941 541352365 501(c)(3) 44200 Responding to Basic Needs Lackey Clinic 1620 Old Williamsburg Road Yorktown VA 23690 541850915 501(c)(3) 40000 Improving Health LINK of Hampton Roads 10413 Warwick Boulevard Newport News VA 23601 541556503 501(c)(3) 86700 Responding to Basic Needs Literacy for Life PO Box 8795 Williamsburg VA 23187 541085026 501(c)(3) 6400 Education NATASHA House Inc PO Box 2392 Yorktown VA 23692 271871384 501(c)(3) 23600 Financial Stability Peninsula Agency on Aging 739 Thimble Shoals Boulevard Suite 1006 Newport News VA 23606 510151069 501(c)(3) 45000 Improving Health Peninsula Metropolitan YMCA 41 Old Oyster Point Road Ste C Newport News VA 23602 540524905 501(c)(3) 48900 Education Peninsula READS 11832 Fishing Point Drive Ste 200 Newport News VA 23606 540843098 501(c)(3) 34500 Education Smart Beginnings Virginia Peninsula 321 Main Street 3 Newport News VA 23601 201421876 501(c)(3) 5750 Education The Salvation Army of Williamsburg Virginia Corps 216 Iron Bound Road Williamsburg VA 23188 580660607 501(c)(3) 27800 Responding to Basic Needs The Salvation Army Virginia Peninsula 1033 Big Bethel Road Hampton VA 23666 580660607 501(c)(3) 215000 Responding to Basic Needs The Samaritan Group Inc PO Box 784 White Marsh VA 23183 541573656 501(c)(3) 6400 Financial Stability THRIVE Peninsula Inc 13193 Warwick Blvd Unit 2C Newport News VA 23602 541857664 501(c)(3) 5400 Financial Stability Transitions Family Violence Services 240 Chapel Street Hampton VA 23669 510239447 501(c)(3) 131100 Responding to Basic Needs Urban League of Hampton Roads 121 College Place Norfolk VA 23510 541083985 501(c)(3) 17400 Financial Stability VersAbility Resources 2520 58th Street Hampton VA 23661 540802199 501(c)(3) 110500 Financial Stability Virginia Peninsula Foodbank 2401 Aluminum Avenue Hampton VA 23661 541422298 501(c)(3) 105400 Responding to Basic Needs Williamsburg Faith In Action 354 McLaws Circle 2 Williamsburg VA 23185 311812124 501(c)(3) 11400 Responding to Basic Needs 41 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 210560 0 0 0 0 0 0 0 2328 0 212888 0 0 0 X 2 69907 Fair Market Value X 1 54000 Present Value 0 0 0 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 -374,406. 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.