2019-04-05T12:27:58-05:00 2018-06-30 540737372 PBMARES LLP 701 TOWN CENTER DRIVE SUITE 900 NEWPORT NEWS VA 23606 990 2017-07-01 540535602 United Way of the Virginia Peninsula UNIT 7578739328 739 Thimble Shoals Blvd No 206 Newport News VA 23606 Steven S Kast President/CEO 7578739328 2019-04-03 1 Jennifer N French P00659678 7578731587 2019-04-03 X 209.10.80.132 2019-04-03 13:36:01 ED P DB70FE53214BD1484AD3DB8CE6BD236EC50D43FD A34DE640BC53BF75ADF0BAC9DD0582790901D1E5 2017 2019-02-21 02:37:17Z Brian Skinner 739 Thimble Shoals Blvd No 206 Newport News VA 23606 6478198 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. 26 26 27 1500 0 0 4711934 4316511 0 0 113867 437720 140549 -32223 4966350 4722008 0 3647148 0 0 0 1225940 0 0 391924 0 532128 0 5405216 4966350 -683208 7717248 7331670 3098640 3597672 4618608 3733998 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. 1 0 2642624 1557178 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. 976152 976152 Responding to Basic NeedsUWVP helps families become financially stable and independent. Through a $976,152 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. 902660 902660 Investing in Education - School SuccessUWVP helps children and youth achieve their potential through education. We invested $902,660 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. 211158 211158 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 $216,854 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. 211158 211158 4732594 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 27 1 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X Steve Kast 7578739328 739 Thimble Shoals Blvd No 206 Newport News VA 23606 Stephen C Barrs Director 0.20 X 0 0 0 Gary L Behm Director 0.20 X 0 0 0 William Bell Board Chair 0.20 X X 0 0 0 Ron R Bieszczad Director 0.20 X 0 0 0 James M Bourey Director 0.20 X 0 0 0 Carla T Brittle Director 0.20 X 0 0 0 Allison J Brody Director 0.20 X 0 0 0 Mary Bunting Director 0.20 X 0 0 0 Lindsey A Carney Director 0.20 X 0 0 0 Anthony W Conyers Director 0.20 X 0 0 0 Tom J Cosgrove Secretary 0.20 X X 0 0 0 Jerri F Dickseski Director 0.20 X 0 0 0 William B Downey Director 0.20 X 0 0 0 Teresa L Edwards 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 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 Shields III Director 0.20 X 0 0 0 Brian K Skinner Ex-Officio 0.20 X 0 0 0 Jennifer Smith-Brown Vice Chair 0.20 X X 0 0 0 Joycelyn Y Spight Treasurer 0.20 X X 0 0 0 Marshall N Warner Director 0.20 X 0 0 0 Kevin Fleming VP-Finance & Administration 40.00 X 90030 0 32390 Kayren Segall VP-Finance & Administration 40.00 X 0 0 0 Steven S Kast President/CEO 40.00 X 197684 0 10860 287714 0 43250 1 0 1 0 0 4132053 72422 112036 4316511 113441 113441 2017169 1692890 324279 324279 324279 0 72422 63300 -63300 -63300 Miscellaneous Income 900099 28299 28299 Gain on Lease termination 900099 2778 2778 31077 4722008 31077 0 374420 3647148 3647148 329358 197615 56510 75233 713494 430964 86654 195876 37485 22484 4284 10717 73580 44131 5458 23991 72023 43202 9607 19214 33955 33955 35459 35459 25742 17118 8624 86791 76926 5294 4571 86079 77471 4304 4304 26671 22476 1901 2294 3017 2543 215 259 52716 35016 5900 11800 50384 33936 11699 4749 10721 5709 5012 Community Events and In 61346 42304 321 18721 Other Expenses 26676 14576 6995 5105 Self Insure Unemploymen 24236 14537 3233 6466 Repairs and Maintenance 8335 4438 3897 5405216 4732594 280698 391924 906777 983877 315209 134547 1641686 1317142 6066 18068 7072 377140 191280 73498 185860 4755944 4703172 7717248 7331670 645763 196116 2452877 3401556 3098640 3597672 X 4587770 3733998 30838 0 4618608 3733998 7717248 7331670 X -683208 -110781 -90621 X X 0 1 X 1 0 X 6006358 5402790 5078570 4711934 4316511 25516163 6006358 5402790 5078570 4711934 4316511 25516163 2957951 22558212 155087 165571 103577 113675 113441 651351 275162 219921 188126 133032 31077 847318 27014832 0.83500 0.84280 X Schedule A, Part II, line 10 Service Fees & Other Income 2013 Amount $275,162 2014 Amount $219,921 2015 Amount $188,126 2016 Amount $133,032 2017 Amount $ 31,077 129621 83987 45634 247519 107293 140226 185860 Morgan Stanley Investments 4703172 F 4703172 Allocations and Designations Payable 3401556 3401556 X 3490324 -110781 115233 4452 3485872 1236136 1236136 4722008 4374934 115233 115233 4259701 1145515 1145515 5405216 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. The UWVP's management has evaluated the impact of the standard to its financial statements. The 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. The UWVP's policy is to classify income tax related interest and penalties in interest expense and other expenses, respectively. Part XI, Line 2d - Other Adjustments: Fundraising Direct Expenses 63,300. Bad Debt Expense from Merger 51,933. Part XI, Line 4b - Other Adjustments: Provision for Uncollectibles netted with revenues for book purposes 90,621. Donor designated contributions 1,110,056. Investment Fees netted with interest income for book purposes 35,459. Part XII, Line 2d - Other Adjustments: Fundraising Direct Expenses 63,300. Bad Debt Expense from Merger 51,933. Part XII, Line 4b - Other Adjustments: Donor designated contributions 1,110,056. Investment fees netted with interest income for book purposes 35,459. Payments to affiliates Over the Edge 72422 72422 63300 72422 72422 63300 63300 -63300 1 Alternatives Inc 2021-B Cunningham Drive Suite 5 Hampton VA 23666 540948440 501(c)(3) 42000 Education American Red Cross-Hampton Rds 4915 West Mercury Boulevard Newport News VA 23605 540515737 501(c)(3) 65000 Responding to Basic Needs Arc of Greater Williamsburg 150 D Strawberry Plains Road Williamsburg VA 23188 541054921 501(c)(3) 30214 Education Avalon PO Box 6805 Williamsburg VA 23188 521208945 501(c)(3) 14214 Responding to Basic Needs Bacon Street 247 McLaws Circle Williamsburg VA 23185 540891035 501(c)(3) 27858 Other Big Brothers Big Sisters 364 McLaws Circle Suite 2 Williamsburg VA 23185 541153403 501(c)(3) 79129 Education Boy Scouts Of Am-Col VA 11721 Jefferson Avenue Newport News VA 23606 540505994 501(c)(3) 20000 Education Boys & Girls Club VA Peninsula 11825 Rock Landing Drive Cheaspeake Building Suite B Newport News VA 23606 540538202 501(c)(3) 284000 Education C Waldo Scott Center for Hope 3100 Wickham Avenue Newport News VA 23607 541744900 501(c)(3) 6200 Education Catholic Charities Of Eastern VA 5361 Virginia Beach Boulevard Suite A Virginia Beach VA 23462 540505879 501(c)(3) 11500 Responding to Basic Needs Center For Child & Family Svs 2021 Cunningham DriveSuite 400 Hampton VA 23666 540505893 501(c)(3) 142480 Responding to Basic Needs Child Development Resources PO Box 280 Norge VA 231270280 540791991 501(c)(3) 61854 Education Colonial CASA 1311 Jamestown Road Suite 201 Williamsburg VA 23185 541751706 501(c)(3) 6644 Other Downtown Hampton Child The Bagley Center 60 Battle Road Hampton VA 23666 540890222 501(c)(3) 119220 Education Edmarc Hospice For Children 516 London Street Portsmouth VA 23704 541092904 501(c)(3) 16000 Improving Health Foodbank Of The VA Peninsula 2401 Aluminum Avenue Hampton VA 23661 541422298 501(c)(3) 100000 Responding to Basic Needs Girl Scouts Of The Colonial Coast 912 Cedar Road Chesapeake VA 23322 541158412 501(c)(3) 25238 Education Gloucester Housing PO Box 772 Hayes VA 23072 541635676 501(c)(3) 25000 Financial Stability Gloucester Mathews Free Clinic 2276 George Washington Memorial Highway Hayes VA 23072 541875619 501(c)(3) 20300 Improving Health HELP 1320 LaSalle Avenue Hampton VA 23669 541209213 501(c)(3) 53000 Responding to Basic Needs Habitat for Humanity 11011 Warwich Boulevard Box 1443 Newport News VA 23601 521431619 501(c)(3) 20000 Financial Stability Housing Partnerships 115 Palace Lane Williamsburg VA 23185 541352365 501(c)(3) 43985 Responding to Basic Needs Lackey Free 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) 90000 Responding to Basic Needs Natasha House 124 Goodwin Neck Road Yorktown VA 23692 541432653 501(c)(3) 24000 Financial Stability Peninsula Agency On Aging 739 Thimble Shoals BlvdSuite 1006 Newport News VA 23606 540151069 501(c)(3) 41752 Improving Health Peninsula Metro YMCA 101 Long Green Boulevard Yorktown VA 23693 540524905 501(c)(3) 49500 Education Peninsula Reads 393 Denbigh Boulevard Suite A Newport News VA 23608 540843098 501(c)(3) 35000 Financial Stability Salvation Army - Pen Command PO Box 7529 Hampton VA 23666 580660607 501(c)(3) 237000 Financial Stability Salvation Army - Williamsburg 216 Ironbound Road Williamsburg VA 23188 580660607 501(c)(3) 28962 Financial Stability The Samaritan Group PO Box 784 White Marsh VA 23183 541573656 501(c)(3) 6780 Financial Stability Transitions PO Box 561 Hampton VA 23669 510239447 501(c)(3) 145000 Responding to Basic Needs Urban League of Hampton Roads 1300 Thomas Street Suite E Hampton VA 23669 541083985 501(c)(3) 20000 Financial Stability Versability Resources 2520 58th Street Hampton VA 23661 540802199 501(c)(3) 115000 Financial Stability Williamsburg Faith in Action 354 McLaws Circle 2 Williamsburg VA 23185 311812124 501(c)(3) 10988 Responding to Basic Needs 35 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 197684 0 0 0 0 0 0 0 10860 0 208544 0 0 0 Form 990, Part III, line 2 The United Way of the Virignia Peninsula merged with the United Way of Greater Williamsburg on August 15, 2017. The Home for Good program and the Community Resource Center, which were both programs of UWGW, were run by the UWVP from that date. 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 -90,621. 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. Form 990, Part VII Kayren Segall became the VP-Finance & Administration in 2018, therefore, she received no compensation in 2017 to be reported on Part VII.