2018-02-16T12:10:51-06:00 2017-04-30 540504608 BROWN EDWARDS & COMPANY LLP 124 NEWMAN AVENUE HARRISONBURG VA 22801 990 2016-05-01 540632716 UNITED WAY OF HARRISONBURG-ROCKINGHAM COUNTY INC UNIT 5404346639 100 S MASON STREET NO A HARRISONBURG VA 22801 RICK HAUSHALTER TREASURER 5404346639 2018-02-12 1 JAMES R FRIES P01320612 5404346736 2018-02-12 206.248.228.130 2018-02-12 16:05:52 ES P 1C76154176221C93BBAE6EBFFF44143B5701FD35 638843A833DABD80BE41393BE01C4D6468F94E4B 2016 2021-01-29 14:40:06Z RICK HAUSHALTER 100 S MASON STREET NO A HARRISONBURG VA 22801 1258450 0 X WWW.UWHR.ORG X 1957 VA UNITING OUR COMMUNITY TO EMPOWER PEOPLE IN NEED. 19 19 7 1548 0 0 1192329 1231248 0 0 27478 24859 3941 2343 1223748 1258450 814150 795587 0 0 227072 235255 0 0 120554 200330 272009 1241552 1302851 -17804 -44401 1899447 1834490 688974 657675 1210473 1176815 X OUR MISSION IS UNITING OUR COMMUNITY TO EMPOWER PEOPLE IN NEED. OUR FOCUS IS ON EDUCATION, FINANCIAL STABILITY AND HEALTH - THE BUILDING BLOCKS FOR A GOOD QUALITY OF LIFE. UNITED WAY RECRUITS PEOPLE AND ORGANIZATIONS THAT BRING THE PASSION, EXPERTISE AND RESOURCES NEEDED TO GET THINGS DONE. WE INVITE DONORS AND VOLUNTEERS TO JOIN US. OUR CALL TO ACTION IS GIVE. ADVOCATE. VOLUNTEER. THAT'S WHAT IT MEANS TO LIVE UNITED. 0 0 1010414 795587 2343 ACCOMPLISHMENTS IN THE FISCAL YEAR ENDING APRIL 30, 2017 INCLUDE:1. INVESTED $1,556,481 INTO THE COMMUNITY VIA THE ANNUAL COMMUNITY IMPACT FUND. 162 LOCAL BUSINESSES AND MORE THAN 3,500 INDIVIDUALS CONTRIBUTED TO THE ANNUAL FUND. DONORS CONTRIBUTING $500 OR MORE ARE MEMBERS OF THE SKYLINE LEADERSHIP SOCIETY. DONORS CONTRIBUTING $10,000 OR MORE IN ONE YEAR ARE MEMBERS OF THE ALEXIS DE TOCQUEVILLE SOCIETY. DONORS WHO HAVE CONTRIBUTED $20,000 OR MORE OVER A LIFE TIME ARE MEMBERS OF THE CHARLES AND DOROTHY WAMPLER SOCIETY. 2. INVESTING THESE RESOURCES INTO SPECIFIC COMMUNITY IMPACT AREAS WHERE THE GREATEST IMPACT CAN BE MADE. GRANTS WERE DISTRIBUTED TO 33 LOCAL, CERTIFIED NONPROFIT ORGANIZATIONS IN FOUR IMPACT AREAS WITH THE FOLLOWING GOALS: -- EARLY CHILDHOOD READINESS CHILDREN START SCHOOL READY TO LEARN-- THIRD GRADE READING & HIGH SCHOOL GRADUATION: STUDENTS SUCCEED IN SCHOOL AND ARE PREPARED FOR COLLEGE AND WORK.-- FINANCIAL STABILITY: EVERYONE HAS OPPORTUNITIES TO BE FINANCIALLY STABLE AND INDEPENDENT.-- COMMUNITY HEALTH & WELLNESS: PEOPLE ARE PHYSICALLY, MENTALLY AND EMOTIONALLY HEALTHIER.3. CONTINUED LEADERSHIP OF VOLUNTEER ENGAGEMENT IN OUR COMMUNITY VIA GET CONNECTED, A VOLUNTEER PORTAL ON OUR UNITED WAY WEBSITE MATCHING COMMUNITY MEMBERS WITH VOLUNTEER OPPORTUNITIES. IN THE PAST YEAR, VOLUNTEER AND DONATION NEEDS POSTED TO GET CONNECTED WERE VIEWED 20,178 TIMES. ALSO IN THE PAST YEAR, GET CONNECTED HAD 737 NEW USERS. UNITED WAY CONTINUES TO RECRUIT ORGANIZATIONS TO UTILIZE THIS TOOL TO RECRUIT VOLUNTEERS AND DONORS TO SUPPORT THEIR CAUSE. 4. WE READ TO SUCCEED, A COMMUNITY-WIDE INITIATIVE DESIGNED TO ENSURE THAT MORE STUDENTS IN HARRISONBURG AND ROCKINGHAM COUNTY ARE READING AT GRADE LEVEL BY THE END OF THIRD GRADE, CONTINUES TO FLOURISH. THE INITIATIVE FOCUSES ITS STRATEGIES IN THREE KEY AREAS: SCHOOL READINESS, SCHOOL ATTENDANCE AND SUMMER LEARNING. IN THE SUMMER OF 2016, WRTS HOSTED ITS THIRD ANNUAL SUMMER READING PARTIES AT 11 ELEMENTARY SCHOOLS IN HARRISONBURG AND ROCKINGHAM, PROVIDING BOOKS FOR STUDENTS, CONNECTION OPPORTUNITIES AMONG STUDENTS, FAMILIES AND SCHOOL PERSONNEL AND READING OPPORTUNITIES DURING A CRITICAL TIME OF POTENTIAL LEARNING LOSS. THE PARTIES REACHED 1,050 CHILDREN AND MOBILIZED 63 VOLUNTEERS TO STAFF THE EVENTS. AS PART OF A NEW GOAL THIS YEAR, WE ALSO DISTRIBUTED 607 BOOKS TO HARRISONBURG CITY AND ROCKINGHAM COUNTY PUBLIC SCHOOL PRE-SCHOOL STUDENTS TO ENHANCE THEIR HOME LIBRARIES AND PROMOTE EARLY LITERACY.5. MOBILIZED A TOTAL OF 1,548 VOLUNTEERS WHO CONTRIBUTED 10,180 HOURS OF SERVICE TO THE COMMUNITY THROUGH UNITED WAY,VALUED AT $240,000.6. HOSTED THE ANNUAL DAY OF CARING IN WHICH 434 VOLUNTEERS WORKED WITH COMMUNITY PARTNERS TO MAKE RENOVATIONS ON FACILITIES, COMPLETE LANDSCAPING PROJECTS, PREPARE MEALS AND HELP WITH CLIENTS.7. CONDUCTED THE 11TH ANNUAL STUFF THE BUS, TOGETHER WITH HARRISONBURG RADIO GROUP, WAL-MART, HARRISONBURG CITY AND ROCKINGHAM COUNTY PUBLIC SCHOOLS AND THE SALVATION ARMY. THE EFFORT RESULTED IN COLLECTING $96,000 WORTH OF SCHOOL SUPPLIES, SETTING ANOTHER RECORD FOR GENEROSITY IN THE COMMUNITY. OVER 300 VOLUNTEERS FROM LOCAL BUSINESSES, COMMUNITY ORGANIZATIONS AND STUDENT GROUPS PARTICIPATED. SCHOOL SUPPLIES WERE DELIVERED TO THE PUBLIC SCHOOLS TO BE GIVEN TO CHILDREN WHO WERE UNABLE TO AFFORD THEIR OWN SUPPLIES.8. HOSTED AN AMERICORPS VISTA THROUGH A PARTNERSHIP WITH UNITED WAY WORLDWIDE. THIS PARTNERSHIP ALLOWS UNITED WAY TO BUILD CAPACITY FOCUSED ON GRADE-LEVEL READING AND VOLUNTEERISM.9. LAUNCHED LOANED EXECUTIVE PROGRAM TO SUPPORT CAMPAIGN FUNDRAISING EFFORTS. TRAINED AND SUPPORT 3 LOANED EXECUTIVES THAT MANAGED MULTIPLE ACCOUNTS ON BEHALF OF UNITED WAY DURING THE PEAK OF OUR FUNDRAISING EFFORTS. 1010414 1 1 0 0 0 0 0 0 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 7 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X THE ORGANIZATION 5404346639 100 S MASON STREET NO A HARRISONBURG VA 22801 ANNE LEWIS PRESIDENT 1.00 X X 0 0 0 RICK HAUSHALTER TREASURER 1.00 X X 0 0 0 CAROLINE HEWITT SECRETARY/VP HUM RES 1.00 X X 0 0 0 JIM DELUCAS VP COMMUNITY IMPACT 1.00 X X 0 0 0 BILL BAYER VP STRATEGIC PLANNING 1.00 X X 0 0 0 TOM MENDEZ VP RESOURCE DEVELOPMENT 1.00 X X 0 0 0 CARY HEVENER DIRECTOR 1.00 X 0 0 0 JOHN TAYLOR DIRECTOR 1.00 X 0 0 0 DARYL BERT DIRECTOR 1.00 X 0 0 0 JONAH PENCE DIRECTOR 1.00 X 0 0 0 REVLAN HILL DIRECTOR 1.00 X 0 0 0 MARSHALL KISER DIRECTOR 1.00 X 0 0 0 SCOTT KIZNER DIRECTOR 1.00 X 0 0 0 ROD LITTLE DIRECTOR 1.00 X 0 0 0 REBECCA ROADCAP DIRECTOR 1.00 X 0 0 0 SUSAN STEELE-WARD DIRECTOR 1.00 X 0 0 0 GREGORY ST OURS DIRECTOR 1.00 X 0 0 0 CAROL FLEMING DIRECTOR 1.00 X 0 0 0 KESTON FULCHER DIRECTOR 1.00 X 0 0 0 LAURA TONI-HOLSINGER EXECUTIVE DIRECTOR 40.00 X 67383 0 7800 67383 0 7800 0 0 0 0 0 1231248 176640 1231248 24859 24859 OTHER INCOME 900099 2343 2343 2343 1258450 2343 0 24859 634749 634749 160838 160838 79780 31912 23934 23934 122579 44147 43418 35014 18843 6740 6737 5366 14053 5260 4707 4086 36025 1539 34486 14346 14346 65404 18640 10846 35918 12482 2282 6661 3539 14469 5416 4846 4207 14700 5502 4924 4274 757 126 383 248 6761 2275 2338 2148 10287 10287 1451 543 486 422 4807 1799 1610 1398 SMART BEGINNINGS EXPENS 75849 75849 SPECIAL PROJECTS 12797 12797 DUES AND MEMBERSHIPS 1766 1766 MISCELLANEOUS EXPENSE 108 108 1302851 1010414 171883 120554 16260 7139 247124 353263 417770 322953 2432 2387 43613 31919 7461 11694 1252 1443 1207148 1135611 1899447 1834490 12669 19656 105305 67019 571000 571000 688974 657675 X 1206204 1175563 4269 1252 1210473 1176815 1899447 1834490 X -44401 79477 -68734 X 0 1 X 1 0 X 1259179 1258348 1032653 1192329 1231249 5973758 1259179 1258348 1032653 1192329 1231249 5973758 369769 5603989 30510 27086 25696 27478 24859 135629 6109387 15602 0.91730 0.94330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 43613 31919 11694 11694 COMMUNITY FOUNDATION INVESTMENT 1135611 F 1135611 BOARD DESIGNATED ALLOCATIONS 571000 571000 1220911 79477 28860 108337 1112574 14346 131530 145876 1258450 1254568 28860 2 28862 1225706 14346 62799 77145 1302851 PART IV, LINE 2B: AT TIMES, THE UNITED WAY ACTS AS AN AGENT BY ADMINISTERING, COLLECTING, AND DISTRIBUTING FUNDS FOR OTHER NONPROFIT ORGANIZATIONS. AMOUNTS RECEIVED ARE NOT INCOME OF THE UNITED WAY AND THEREFORE ARE RECORDED AS ASSETS WITH AN APPROPRIATE OFFSETTING LIABILITY. CAMPAIGN CONTRIBUTIONS DESIGNATED FOR SPECIFIC PARTNER AND NON-PARTNER AGENCIES ARE ALSO ACCOUNTED FOR AS AGENCY FUNDS AND INCLUDED IN CUSTODIAL LIABILITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: PASSTHROUGH GRANTS TREATED AS AGENCY FUNDS IN FINANCIAL STATEMENTS 62,199. OTHER PROGRAM ACTIVITY NETTED ON FINANCIAL STATEMENTS 600. LOSSES ON UNCOLLECTIBLE PLEDGES 68,731. PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING 2. PART XII, LINE 4B - OTHER ADJUSTMENTS: PASSTHROUGH GRANTS TREATED AS AGENCY FUNDS IN FINANCIAL STATEMENTS 62,199. OTHER PROGRAM ACTIVITY NETTED ON FINANCIAL STATEMENTS 600. 1 AUTUMN VALLEY GUARDIANSHIP PO BOX 355 ELKTON VA 22827 261822575 501(C)3 6000 CASH PROGRAM SUPPORT BIG BROTHERSBIG SISTERS PO BOX 81 HARRISONBURG VA 22801 540209104 501(C)3 28367 CASH PROGRAM SUPPORT BLUE RIDGE LEGAL SERVICES PO BOX 551 HARRISONBURG VA 22801 541048944 501(C)3 40966 CASH PROGRAM SUPPORT BOYS AND GIRLS CLUB OF HARRISONBURG ROCKINGHAM PO BOX 1223 HARRISONBURG VA 22803 541652418 501(C)3 11276 CASH PROGRAM SUPPORT CENTER FOR MARRIAGE & FAMILY COUNSELING 96 CAMPBELL ST HARRISONBURG VA 22801 540914625 501(C)3 9352 CASH PROGRAM SUPPORT SENTARA RMH MEDICAL CENTER 2010 HEALTH CAMPUS DR HARRISONBURG VA 22801 540506331 501(C)3 22104 CASH PROGRAM SUPPORT COLLINS CENTER 165 S MAIN ST HARRISONBURG VA 22801 541478133 501(C)3 32870 CASH PROGRAM SUPPORT FAIRFIELD CENTER 165 S MAIN ST HARRISONBURG VA 22801 541190896 501(C)3 8300 CASH PROGRAM SUPPORT ELKTON AREA UNITED SERVICES PO BOX 383 ELKTON VA 22827 541020432 501(C)3 17574 CASH PROGRAM SUPPORT FIRST STEP 129 FRANKLIN ST HARRISONBURG VA 22801 510243177 501(C)3 24864 CASH PROGRAM SUPPORT FRIENDSHIP INDUSTRIES 801 FRIENDSHIP DR HARRISONBURG VA 22802 546073412 501(C)3 21564 CASH PROGRAM SUPPORT GENERATIONS CROSSING PO BOX 1452 HARRISONBURG VA 22803 542061192 501(C)3 22463 CASH PROGRAM SUPPORT HARRISONBURG ROCKINGHAM CHILD DAY CARE CENTER PO BOX 344 HARRISONBURG VA 22803 237073271 501(C)3 29427 CASH PROGRAM SUPPORT HARRISONBURG ROCKINGHAM FREE CLINIC 25 W WATER ST HARRISONBURG VA 22801 541568909 501(C)3 23594 CASH PROGRAM SUPPORT SENTARA RMH-HAND IN HAND RESOURCE MOTHERS 235 CANTRELL AVE HARRISONBURG VA 22801 540506331 501(C)3 16312 CASH PROGRAM SUPPORT CASA FOR CHILDREN 119 W FREDERICK ST STAUNTON VA 24401 541721227 501(C)3 7410 CASH PROGRAM SUPPORT MERCY HOUSE PO BOX 1478 HARRISONBURG VA 22803 541476187 501(C)3 39335 CASH PROGRAM SUPPORT NEW BRIDGES IMMIGRANT RESOURCE CENTER 64 WEST WATER STREET HARRISONBURG VA 22801 542009833 501(C)3 24152 CASH PROGRAM SUPPORT OFFICE ON CHILDREN AND YOUTH PO BOX 1753 HARRISONBURG VA 22803 541920421 501(C)3 21410 CASH PROGRAM SUPPORT CROSSROADS TO BRAIN INJURY RECOVERY BLUE RIDGE HALL MSC 9020 HARRISONBURG VA 22807 204795567 501(C)3 7300 CASH PROGRAM SUPPORT PLAINS AREA DAYCARE CENTER PO BOX 523 BROADWAY VA 22815 237482824 501(C)3 44300 CASH PROGRAM SUPPORT REBUILDING TOGETHER PO BOX 2301 HARRISONBURG VA 22803 542010385 501(C)3 9245 CASH PROGRAM SUPPORT ROBERTA WEBB CHILD CARE CENTER 400 KELLY ST HARRISONBURG VA 22802 541700223 501(C)3 43845 CASH PROGRAM SUPPORT SECOND HOME 281 E MARKET ST HARRISONBURG VA 22801 541487268 501(C)3 16060 CASH PROGRAM SUPPORT SKYLINE LITERACY COALITION PO BOX 9 DAYTON VA 22821 541589682 501(C)3 13325 CASH PROGRAM SUPPORT THE ARC OF HARRISONBURGROCKINGHAM 620 SIMMS AVE HARRISONBURG VA 22802 540995095 501(C)3 9330 CASH PROGRAM SUPPORT VALLEY PROGRAM FOR AGING SERVICES PO BOX 817 WAYNESBORO VA 22980 540958526 501(C)3 25296 CASH PROGRAM SUPPORT WAY TO GO INC 3142 LANIER LN MASSANUTTEN VA 22840 611487268 501(C)3 15260 CASH PROGRAM SUPPORT HARRISONBURG EDUCATION FOUNDATION 1 COURT SQUARE HARRISONBURG VA 22801 541746901 501(C)3 11000 CASH PROGRAM SUPPORT JMU IIHS - SUITCASE CLINIC JMU BLUE RIDGE HALL MSC 9009 HARRISONBURG VA 22807 546001756 501(C)3 5250 CASH PROGRAM SUPPORT ON THE ROAD COLLABORATIVE PO BOX 1393 HARRISONBURG VA 22803 471261317 501(C)3 20000 CASH PROGRAM SUPPORT EDUCATIONAL SUPPLIES 18056 95524 DONOR'S COST SCHOOL SUPPLIES FOOD 200 6105 DONOR'S COST TURKEYS GIFTS 1100 59209 DONOR'S COST BOOKS AND TOYS PART I, LINE 2: UNITED WAY REQUIRES COMMUNITY PARTNERS RECEIVING GRANTS TO REPORT ON PRIOR PROGRAM SUCCESS DURING THE APPLICATION PROCESS. COMMUNITY PARTNERS MUST DEMONSTRATE WHAT THE GRANT "PURCHASED" IN TERMS OF IMPACT ON THE CLIENT POPULATION. FOR EXAMPLE, A YOUTH MENTORING PROGRAM WILL REPORT ON THE NUMBER OF MATCHES MADE BETWEEN THE ADULT MENTOR AND AN AT-RISK YOUTH. IN ADDITION, THEY WILL REPORT ON HOW THE YOUTH IMPROVED ACADEMICALLY AND SOCIALLY USING KEY INDICATORS OF CHANGE. ALL COMMUNITY PARTNERS MUST BE CERTIFIED EVERY TWO YEARS BY UNITED WAY AS MEETING STANDARDS OF EXCELLENCE IN NONPROFIT MANAGEMENT. X 58009 DONOR'S COST X 1 9182 DONOR'S COST X SCHOOL SUPPLIES 500 95524 DONOR'S COST X MISCELLANEOUS 7 12146 DONOR'S COST X TOYS 1 1200 DONOR'S COST X PRINTING 1 579 DONOR'S COST 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST CIRCULATED TO THE FINANCE COMMITTEE OF THE BOARD WHERE IT IS REVIEWED AND APPROVED. THE FORM 990 IS THEN MADE AVAILABLE TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW. THE BOARD WILL VOTE TO APPROVE THE FORM 990 AT A REGULARLY SCHEDULED MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND APPROVED BY THE BOARD AT LEAST EVERY THREE YEARS. BOARD MEMBERS ARE ASKED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY TO DISCLOSE REAL OR POTENTIAL CONFLICTS. THE BOARD MEMBERS ARE ALSO ASKED TO DISCLOSE ANY CONFLICTS DURING BOARD DISCUSSIONS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS IS RESPONSIBLE FOR DETERMINING THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE VICE PRESIDENT OF HUMAN RESOURCES AND THE PRESIDENT OF THE BOARD OF DIRECTORS CONDUCT AN ANNUAL PERFORMANCE EVALUATION AND COMPENSATION REVIEW. THE REVIEW INCLUDES INPUT FROM BOARD MEMBERS, THE ORGANIZATION'S VOLUNTEERS AND UNITED WAY AGENCY DIRECTORS. UNITED WAY WORLDWIDE PROVIDES DATA ON SALARY AND COMPENSATION PACKAGES FOR EXECUTIVE DIRECTORS IN COMPARABLE ORGANIZATIONS. THE VICE PRESIDENT OF HUMAN RESOURCES MAKES A RECOMMENDATION TO THE FULL BOARD OF DIRECTORS TO APPROVE THE RESULTS OF THE ANNUAL PERFORMANCE REVIEW AND ANY CORRESPONDING CHANGES IN COMPENSATION FOR THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. A COPY OF THE FORM 990 IS ALSO AVAILABLE TO THE PUBLIC ON PUBLIC WEBSITES SUCH AS GUIDESTAR AT WWW.GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: LOSSES FROM UNCOLLECTIBLE PLEDGES -68,731. ROUNDING -3.