2019-03-18T15:32:54-05:00 2018-06-30 540504608 BROWN EDWARDS & COMPANY LLP 1715 PRATT DRIVE STE 2700 BLACKSBURG VA 24060 990 2017-07-01 540535302 UNITED WAY OF ROANOKE VALLEY INC UNIT 5407774200 325 CAMPBELL AVE SW ROANOKE VA 240163624 AFIRA DEVRIES PRESIDENT & CEO 5407774200 2019-03-12 1 MARK WOOLWINE P00647446 5404433606 2019-03-12 206.248.228.130 2019-03-12 16:24:14 ED P D0156BD46B4B1FE921C9503B1D7FFBF99E37DBAB CE530EA759AC3AF6BB0EECEF8950573E07121913 2017 2019-02-21 02:37:17Z AFIRA DEVRIES 325 CAMPBELL AVE ROANOKE VA 24016 5119705 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. 31 31 37 776 196627 0 6786949 4923078 0 0 109856 196627 0 0 6896805 5119705 3668297 2921197 0 0 982173 971009 0 0 448388 369210 323914 5019680 4216120 1877125 903585 7317234 7402776 2335999 1816341 4981235 5586435 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 749309 749309 UNITED 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, 2017 - JUNE 30, 2018, UNITED WAY OF ROANOKE VALLEY INVESTED OVER $2.1 MILLION DOLLARS IN QUALITY PROGRAMS, INITIATIVES, AND SMALL GRANTS THAT MAKE A POSITIVE DIFFERENCE IN THE COMMUNITY. $1.1 MILLION CAME FROM GIFTS TO THE COMMUNITY IMPACT FUND, AND $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, REHOUSING YOUTH FOR SUCCESS IN EDUCATION (RYSE), AND HEALTHY FRANKLIN COUNTY. ADDITIONALLY, UNITED WAY MADE INVESTMENTS IN THE WORK OF OTHER NON-PROFIT ORGANIZATIONS PROVIDING SERVICES WHICH ADDRESSED KEY PRIORITIES IDENTIFIED IN THE AREAS OF EDUCATION, INCOME AND HEALTH. IN 2017 - 2018 FY, UWRV MADE INVESTMENTS TOTALING $277,667 (37% OF THE TOTAL) IN 9 PROGRAMS THAT WERE ALIGNED TO OUR EDUCATION OBJECTIVES OF PROVIDING ACCESS TO QUALITY, AFFORDABLE LEARNING OPPORTUNITIES FOR YOUTH AGES 0 TO 18; EMPOWERING PARENTS TO SERVE AS THEIR CHILD'S FIRST TEACHER; AND EMPOWERING YOUTH TO READ AT GRADE LEVEL AND GRADUATE HIGH SCHOOL ON TIME. THROUGH OUR FUNDED PARTNERS AND OUR INITIATIVES, OVER 1,600 CHILDREN ENTERED KINDERGARTEN READY TO LEARN; 648 YOUTH CONNECTED WITH CARING ADULTS AT OUT-OF-SCHOOL TIME PROGRAMS TO MAKE SURE THEY STAYED ON THE PATH TOWARDS GRADUATION. ADDITIONALLY, UWRV MADE INVESTMENTS TOTALING $254,573 (34% OF THE TOTAL) IN 13 PROGRAMS THAT WERE ALIGNED TO OUR HEALTH OBJECTIVES OF PROMOTING HEALTHY LIVING AND LIFESTYLE CHOICES; PROVIDING ACCESSIBLE AND AFFORDABLE HEALTHCARE SERVICES; AND, PROVIDING CRISIS AND INTERVENTION SERVICES FOR THOSE IN NEED. THOUGH OUR FUNDED PARTNERS AND INITIATIVES, 1,789 INDIVIDUALS ACCESSED MEDICAL, DENTAL, AND MENTAL HEALTH SERVICES; AND OVER HALF A MILLION DOLLARS WAS SAVED ON COSTLY PRESCRIPTIONSEITH APPROXIMATELY 6,000 PEOPLE RECEIVING ASSISTANCE WITH LIFE SUSTAINING MEDICINES. FINALLY, UWRV MADE INVESTMENTS TOTALING $217,069 (29% OF THE TOTAL) IN 8 PROGRAMS THAT WERE ALIGNED TO OUR INCOME OBJECTIONS OF ASSISTING INDIVIDUALS WITH ACCESS TO EMPLOYMENT AND OTHER ECONOMIC OPPORTUNITIES; PROVIDING FINANCIAL EDUCATION AND IMPROVING THE ABILITY OF INDIVIDUALS TO MANAGE THEIR PERSONAL FINANCES; AND ASSISTING IN CRISIS INTERVENTION AND SUPPORT IN MEETING BASIC NEEDS. THROUGH OUR INITIATIVES AND OUR FUNDED PARTNERS, 460 RESIDENTS RECEIVED FINANCIAL ASSISTANCE FOR PERMANENT HOUSING AND UTILITIES; 971 TAX FORMS WERE FILED, RETURNING $1.3 MILLION TO LOW- AND MODERATE-INCOME FAMILIES. 908000 908000 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 2017 CAMPAIGN, A TOTAL OF 274 AGENCIES RECEIVED DISIGNATIONS THROUGH UNITED WAY DONORS AMOUNTING TO $908,000. 1639344 1263888 UNITED WAY OF ROANOKE VALLEY RELIES ON THE SUPPORT OF HUNDREDS OF VOLUNTEERS WHO LIVE IN THE REGION. IN 2017 - 2018, 776 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. 3296653 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 0 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 X 31 31 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 BOARD CHAIR 1.00 X 0 0 0 MICHAEL MAXEY BOARD VICE-CHAIR 1.00 X 0 0 0 KERRY J EDMONDS BOARD MEMBER 1.00 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 BOARD MEMBER 1.00 X 0 0 0 KATHY BASKE YOUNG BOARD MEMBER 1.00 X 0 0 0 NATHANIEL L BISHOP DMIN BOARD MEMBER 1.00 X 0 0 0 RITA D BISHOP EDD BOARD MEMBER 1.00 X 0 0 0 ROBERT COWELL BOARD MEMBER 1.00 X 0 0 0 JOHN S DORAZIO BOARD MEMBER 1.00 X 0 0 0 PAUL DROUBAY BOARD MEMBER 1.00 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 GARY LARROWE BOARD MEMBER 1.00 X 0 0 0 MARK LAWRENCE BOARD MEMBER 1.00 X 0 0 0 ARIEL LEV BOARD MEMBER 1.00 X 0 0 0 DEBBIE C MEADE BOARD MEMBER 1.00 X 0 0 0 ROBERT D NAVE CPCU BOARD MEMBER 1.00 X 0 0 0 LOLLY QUIGLEY BOARD MEMBER 1.00 X 0 0 0 MICHAEL K QUINN BOARD MEMBER 1.00 X 0 0 0 CRAIG RAMEY PHD BOARD MEMBER 1.00 X 0 0 0 ANGELA H REYNOLDS CHAIR-ELECT 1.00 X 0 0 0 TIMOTHY E SMOTHERS BOARD MEMBER 1.00 X 0 0 0 CHAD SPANGLER BOARD MEMBER 1.00 X 0 0 0 ELDA STANCO DOWNEY PHD BOARD MEMBER 1.00 X 0 0 0 SAMANTHA STEIDLE BOARD MEMBER 1.00 X 0 0 0 KING TOWER BOARD MEMBER 1.00 X 0 0 0 REV AMY ZIGLAR BOARD MEMBER 1.00 X 0 0 0 AFIRA DEVRIES PRESIDENT & CEO 40.00 X 138294 0 0 TERRY BRIDGES VP OF OPERATIONS & FINANCE 40.00 X 54004 0 0 192298 0 0 1 0 0 0 0 4923078 4923078 196627 196627 5119705 0 196627 0 2921197 2921197 192298 46098 100102 46098 616761 234570 167128 215063 79078 27433 26119 25526 26387 9154 8715 8518 56485 19595 18657 18233 20311 17417 2894 27941 4626 6166 17149 31232 4685 12493 14054 41349 6202 16540 18607 15025 2254 3005 9766 49128 49128 52680 7902 21072 23706 PRINTING AND PUBLICATIO 49813 7472 9963 32378 REPAIRS & MAINTENANCE 30173 4526 12069 13578 MISCELLANEOUS EXPENSE 6262 939 2505 2818 4216120 3296653 471079 448388 2448813 2610303 1119508 945931 1327899 699066 672121 628833 250761 266426 2826031 2951283 7317234 7402776 2335999 1816341 2335999 1816341 X 1573058 2374168 1578871 1366993 1829306 1845274 4981235 5586435 7317234 7402776 X 903585 67929 -366314 X X 0 1 X 1 0 X 6066149 5859581 5464520 6786949 4923078 29100277 6066149 5859581 5464520 6786949 4923078 29100277 29100277 53528 111718 127450 109856 196627 599179 29699456 0.97980 0.98350 X 1829306 15969 1845275 1748826 80480 1829306 1901000 -152174 1748826 1920755 -19755 1901000 1779752 141003 1920755 1.00000 1 0 44500 44500 1027253 534389 492864 256146 164677 91469 628833 OTHER CURRENT ASSETS 359327 FOUNDATION FOR ROANOKE VALLEY 750497 BENEFICIAL INTEREST IN PERPETUAL TRUST 1841459 2951283 4100348 67929 67929 4032419 1087286 1087286 5119705 3495147 0 3495147 720973 720973 4216120 PART XI, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS PAID NETTED AGAINST EXPENSES IN FINANCIAL STATEMENTS 1,087,286. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS PAID NETTED WITH EXPENSES IN FINANCIAL STATEMENTS 1,087,286. CHANGE IN ALLOCATIONS ACCRUAL -366,313. 1 AMERICAN RED CROSS ROANOKE VALLEY CHAPTER 530196605 501(C)(3) 12654 DESIGNATIONS AMERICAN CANCER SOCIETY 131788491 501(C)(3) 7493 DESIGNATIONS ADULT CARE OF ROANOKE VALLEY 541235000 501(C)(3) 30816 ALLOCATIONS & DESIGNATIONS APPLE RIDGE FARM INC 541409250 501(C)(3) 12623 DESIGNATIONS ARCH 237064477 501(C)(3) 48712 ALLOCATIONS & DESIGNATIONS BIG BROTHERS BIG SISTERS OF SOUTHWEST VIRGINIA 540837136 501(C)(3) 40047 ALLOCATIONS & DESIGNATIONS BLUE RIDGE LEGAL SERVICES 541048944 501(C)(3) 30342 ALLOCATIONS & DESIGNATIONS BOY SCOUTS OF AMERICA BLUE RIDGE MOUNTAINS COUNCIL 540912706 501(C)(3) 5933 DESIGNATIONS BOYS AND GIRLS CLUB OF SOUTHWEST VA INC 541867366 501(C)(3) 28738 ALLOCATIONS & DESIGNATIONS BRADLEY FREE CLINIC 237380491 501(C)(3) 20134 DESIGNATIONS CHILD HEALTH INVESTMENT PARTNERSHIP (CHIP) OF ROANOKE VALLEY 541566451 501(C)(3) 88397 ALLOCATIONS & DESIGNATIONS CHILDREN'S TRUST 510235891 501(C)(3) 31644 ALLOCATIONS & DESIGNATIONS COMMONWEALTH CATHOLIC CHARITIES 540505877 501(C)(3) 28376 ALLOCATIONS & DESIGNATIONS COUNCIL OF COMMUNITY SERVICES 540718859 501(C)(3) 43235 ALLOCATIONS & DESIGNATIONS CRAIG COUNTY CHILD CARE CENTER 541809413 501(C)(3) 31347 ALLOCATIONS & DESIGNATIONS FAMILY SERVICE OF ROANOKE 540505946 501(C)(3) 105521 ALLOCATIONS & DESIGNATIONS FEEDING AMERICA SOUTHWEST VIRGINIA 541939556 501(C)(3) 61324 ALLOCATIONS & DESIGNATIONS FRANKLIN COUNTY HUMANE SOCIETY 521256009 501(C)(3) 7784 DESIGNATIONS GIRL SCOUTS OF VIRGINIA SKYLINE COUNCIL INC 540737207 501(C)(3) 7651 DESIGNATIONS GREENVALE SCHOOL INC 540525801 501(C)(3) 95012 ALLOCATIONS & DESIGNATIONS GROWTH THROUGH OPPORTUNITY 311468359 501(C)(3) 10293 DESIGNATIONS HAPPY HEALTHY COOKS 464937238 501(C)(3) 12966 ALLOCATIONS & DESIGNATIONS LOA-LOCAL OFFICE ON AGING INC 540916248 501(C)(3) 28266 ALLOCATIONS & DESIGNATIONS LOCAL ENVIRONMENTAL AGRICULTURE PROGRAM (LEAP) 271050909 501(C)(3) 28975 ALLOCATIONS & DESIGNATIONS MENTAL HEALTH AMERICA OF ROANOKE VALLEY 540703132 501(C)(3) 57397 ALLOCATIONS & DESIGNATIONS NEW HORIZONS HEALTHCARE 541937835 501(C)(3) 44590 ALLOCATIONS & DESIGNATIONS PLANNED PARENTHOOD HEALTH SYSTEMS 561282557 501(C)(3) 43219 ALLOCATIONS & DESIGNATIONS PRESBYTERIAN COMMUNTIY CENTER 541610899 501(C)(3) 16969 ALLOCATIONS & DESIGNATIONS ROANOKE VALLEY SPCA 540679796 501(C)(3) 19965 DESIGNATIONS RONALD MCDONALD HOUSE CHARITIES OF SOUTHWEST VIRGINIA 541244769 501(C)(3) 8662 DESIGNATIONS SAINT FRANCIS SERVICE DOGS 541806879 501(C)(3) 9119 DESIGNATIONS THE SALVATION ARMY INC - ROANOKE 580660607 501(C)(3) 89693 ALLOCATIONS & DESIGNATIONS TOTAL ACTION FOR PROGRESS 546057095 501(C)(3) 154202 ALLOCATIONS & DESIGNATIONS TRUST HOUSE 237064477 501(C)(3) 5641 DESIGNATIONS UNITED METHODIST COMMUNITY OUTREACH PROGRAM OF ROANOKE 010583325 501(C)(3) 34937 ALLOCATIONS & DESIGNATIONS UNITED WAY OF BERKS COUNTY 231655374 501(C)(3) 11892 DESIGNATIONS UNITED WAY OF CENTRAL VIRGINIA 540505923 501(C)(3) 20411 DESIGNATIONS UNITED WAY OF CENTRAL WEST VIRGINIA 550402755 501(C)(3) 6903 DESIGNATIONS UNITED WAY OF COLLIER COUNTY INC 591026096 501(C)(3) 8000 DESIGNATIONS UNITED WAY OF DELAWARE COUNTY 314423899 501(C)(3) 5486 DESIGNATIONS UNITED WAY OF FRANKLIN COUNTY 541246961 501(C)(3) 8513 DESIGNATIONS UNITED WAY OF FRANKLIN COUNTY (NC) 561875455 501(C)(3) 5938 DESIGNATIONS UNITED WAY OF GASTON COUNTY INC 560653356 501(C)(3) 6970 DESIGNATIONS UNITED WAY OF GREATER RICHMOND AND PETERSBURG 237375346 501(C)(3) 17693 DESIGNATIONS UNITED WAY OF MONONGALIA & ORESTON COUNTIES INC 550462065 501(C)(3) 5504 DESIGNATIONS UNITED WAY OF MONTGOMERY RADFORD & FLOYD 540739250 501(C)(3) 16014 DESIGNATIONS UNITED WAY OF SOUTH HAMPTON ROADS 540506322 501(C)(3) 7592 DESIGNATIONS UNITED WAY OF THE GREATER TRIANGLE 561949103 501(C)(3) 29786 DESIGNATIONS WEST END CENTER 541150320 501(C)(3) 32641 ALLOCATIONS & DESIGNATIONS PART I, LINE 2: UNITED WAY'S COMMUNITY INVESTMENT PROCESS IS THE ANNUAL REVIEW OF PROGRAM APPLICATIONS FROM PARTNER 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 CALLED PROGRAM PANELS 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 COUNCIL 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. 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 -1,257,710 -366,314. PART XII, LINE 2C NO CHANGES IN THE PROCESS.