2018-01-08T12:30:30-06:00 2017-06-30 541631262 KEITERSTEPHENSHURSTGARY & SHREAVESPC PO BOX 32066 RICHMOND VA 232942066 990 2016-07-01 237375346 UNITED WAY OF GREATER RICHMOND & PETERSBURG UNIT 8047715820 2001 MAYWILL STREET RICHMOND VA 23230 JAMES L M TAYLOR CHIEF EXECUTIVE OFFICER 8047715820 2018-01-08 1 JOHN E KENT P01076641 8047470000 104.129.194.95 2018-01-08 12:24:50 ES P 535C7F20781B80FCAFCCA14FB60BA8EA9BC29823 64B552D6219ED9274A6804459CA3ECB020F9DF26 2016 2021-01-29 14:40:06Z JAMES L M TAYLOR 2001 MAYWILL STREET RICHMOND VA 23230 9752376 0 X WWW.YOURUNITEDWAY.ORG X 1911 VA SEE SCHEDULE O 28 28 58 600 0 0 12508013 9065762 0 0 104190 108539 802075 578075 13414278 9752376 8414492 6603398 0 0 2953880 2714355 0 0 1425381 2038830 1613209 13407202 10930962 7076 -1178586 14993852 13981194 6751474 6431339 8242378 7549855 X ESTABLISHED IN 1924, THE UNITED WAY OF GREATER RICHMOND & PETERSBURG EMPOWERS INDIVIDUALS AND DRIVES SYSTEMIC CHANGE TO PROVIDE EVERYONE WITH A CLEAR PATH TO SUCCESS. WE DO THIS BY MOBILIZING THE ENTIRE COMMUNITY - INDVIDUALS, NONPROFITS, GOVERNMENT AGENCIES, SCHOOLS AND BUSINESSES ALIKE - TO COLLECTIVELY TACKLE OUR REGION'S TOUGHEST CHALLENGES. 0 0 4004999 4004999 UNITED WAY OF GREATER RICHMOND & PETERSBURG USES ITS STEPS TO SUCCESS MODEL AND PROVIDES TECHNICAL ASSISTANCE AND OUTCOME-FOCUSED FUNDING TO MORE THAN 40 HIGH-PRIORITY, EFFECTIVE NON-PROFIT PROGRAMS THAT SERVE INDIVIDUALS AND FAMILIES ACROSS THE GREATER RICHMOND AND PETERSBURG REGION. TOGETHER, WE WORK TO BUILD COLLABORATIVE SOLUTIONS AND FOSTER STRONG ALLIANCES THAT WILL MAKE AN IMPACT TODAY AND FOR YEARS TO COME. 1787841 BEYOND OUR GRANT-BASED SUPPORT, UNITED WAY OF GREATER RICHMOND & PETERSBURG COORDINATES THE WORK OF HUNDREDS OF VOLUNTEERS AND DEPLOYS THEM WHERE THEIR STENGTH AND EXPERTISE MAY BE USED BEST. WE ALSO PROVIDE CRITICAL INFORMATION TO COMMUNITY LEADERS AND ORGANIZATIONS THROUGH OUR DEDICATED RESEARCH TEAM, WHICH STUDIES LOCAL DATA TO TRACK PROBLEMS AND DEVELOP SOLUTIONS. LASTLY, UNITED WAY OF GREATER RICHMOND & PETERSBURG SERVICES AS THE CENTRAL CONVENER AND UNIFIED VOICE FOR THE HUNDREDS OF NONPROFIT AGENCIES DOING CRITICAL WORK THROUGHOUT THE REGION. 2598399 2598399 IN ADDITION TO DIRECTING CONTRIBUTIONS TO PROGRAMS AND INITIATIVES THAT MAKE IMPACT, UNITED WAY FOSTERS LOCAL PHILANTHROPY BY PROVIDING AN OPTION FOR DONORS TO DESIGNATE THEIR GIVING TO SPECIFIED ELIGIBLE ORGANIZATIONS. UNITED WAY COLLECTS AND DISTRIBUTES THESE DONOR-RESTRICTED GIFTS TO 2,200 ORGANIZATIONS. THIS SERVICE PROVIDES THOUSANDS OF DONORS AN EFFICIENT AND COST-EFFECTIVE MEANS TO GIVE BACK TO THEIR CHARITIES OF CHOICE. 8391239 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 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 22 0 1 58 1 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X JAMES LM TAYLOR 8047715843 2001 MAYWILL STREET RICHMOND VA 23230 HEIDI ABBOTT DIRECTOR 1.00 X 0 0 0 CORYNNE ARNETT DIRECTOR 1.00 X 0 0 0 KEVIN W BARR DIRECTOR 1.00 X 0 0 0 MAGGI BECKSTOFFER DIRECTOR 1.00 X 0 0 0 ROBERT BLAKE DIRECTOR 1.00 X 0 0 0 JEFFREY CARR EDWARDS DIRECTOR 1.00 X 0 0 0 CANDACE FOREMACEK DIRECTOR 1.00 X 0 0 0 RICHARD T HATCH DIRECTOR 1.00 X 0 0 0 MICHAEL N HERRING DIRECTOR 1.00 X 0 0 0 DANIELLE FITZ-HUGH DIRECTOR 1.00 X 0 0 0 TJ HUGHES DIRECTOR 1.00 X 0 0 0 LORI JARVIS DIRECTOR 1.00 X 0 0 0 T PRESTON LLOYD JR DIRECTOR 1.00 X 0 0 0 MARK L MULLINIX DIRECTOR 1.00 X 0 0 0 AMY P NISENSON DIRECTOR 1.00 X 0 0 0 PETER PERKINS DIRECTOR 1.00 X 0 0 0 JAMES L PHILLIPS DIRECTOR 1.00 X 0 0 0 BRIAN ROUNTREE DIRECTOR 1.00 X 0 0 0 RENE SHEPPERSON DIRECTOR 1.00 X 0 0 0 JAMES JL STEGMAIER DIRECTOR 1.00 X 0 0 0 EILEEN PEDANTE STONE DIRECTOR 1.00 X 0 0 0 BARRY TAYLOR DIRECTOR 1.00 X 0 0 0 NANCY THOMAS DIRECTOR 1.00 X 0 0 0 SHANNON L VENABLE DIRECTOR 1.00 X 0 0 0 WILLIAM WEBER DIRECTOR 1.00 X 0 0 0 JULIE HOSUN YOO DIRECTOR 1.00 X 0 0 0 DANIEL HUDGENS CHAIR ELECT 1.00 X X 0 0 0 ANTHONY CONTE CHAIR 1.00 X X 0 0 0 JONATHAN LEON TREASURER 1.00 X X 0 0 0 GEORGANNA AMATEAU - ENDED 1216 DIRECTOR OF COMM. IMPACT 40.00 X 98024 0 5608 DANIEL KEARNS CHIEF FINANCIAL OFFICER 40.00 X 86934 0 5943 SUSAN JOHNSON O'NEIL - ENDED 517 CHIEF DEVELOPMENT OFFICER 40.00 X 95704 0 4908 JAMES L M TAYLOR PRESIDENT & CEO 40.00 X 178926 0 10714 ANGELA OTTO DIR. OF HUMAN RESOURCES 40.00 X 57842 0 5719 517430 0 32892 1 0 1 0 0 391881 179854 8494027 115978 9065762 108539 108539 ENDOWMENT INCOME 900099 214142 214142 FEES - DONOR DESIGNATI 900099 160480 160480 FEES - 3RD PARTY PROC. 900099 129512 129512 73941 73941 578075 9752376 578075 0 108539 6603398 6603398 588031 121322 268361 198348 1494175 692710 343012 458453 64500 64500 405961 176839 98651 130471 161688 60379 51992 49317 42311 42311 370194 44868 64955 260371 33607 19860 6744 7003 374609 125214 127475 121920 75615 46992 10048 18575 23567 10852 8696 4019 123540 41180 41180 41180 39894 13298 13298 13298 PROGRAM EXPENSES 312620 312620 PRINTING AND PUBLICATIO 94775 16421 250 78104 EQUIPMENT MAINTENANCE 63063 22194 20436 20433 TELEPHONE 28169 10244 7369 10556 31245 8348 9564 13333 10930962 8391239 1114342 1425381 5673118 5145349 3397479 2439140 296011 111184 36462 40881 1566096 1444221 101588 121875 5489194 6122765 14993852 13981194 256411 156254 2934341 2587571 3560722 3687514 6751474 6431339 X 7772026 6655039 470352 894816 8242378 7549855 14993852 13981194 -1178586 486063 0 X 0 1 X 1 1 1 X 15157366 13926429 12987929 12508013 9065762 63645499 15157366 13926429 12987929 12508013 9065762 63645499 63645499 111267 109232 105347 104190 108539 538575 924864 845538 822985 802075 578075 3973537 68157611 0.93380 0.93080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 175549 167459 8090 1390547 1276762 113785 121875 FUNDS HELD FOR ENERGY SHARE 3661046 FUNDS HELD FOR OTHERS 11241 DEFERRED RENT 15227 3687514 X 7640040 486063 486063 7153977 2598399 2598399 9752376 8332563 0 8332563 2598399 2598399 10930962 PART X, LINE 2: INCOME TAX UNCERTAINTIES: THE ORGANIZATION HAS ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) GUIDANCE RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. IN ACCORDANCE WITH THE GUIDANCE, THE ORGANIZATION DISCLOSES THE EXPECTED FUTURE TAX CONSEQUENCES OF UNCERTAIN TAX POSITIONS PRESUMING THE TAXING AUTHORITIES FULL KNOWLEDGE OF THE FACTS AND THE ORGANIZATION'S POSITION AND RECORDS UNRECOGNIZED TAX BENEFITS OR LIABILITIES FOR KNOWN, OR ANTICIPATED, TAX ISSUES BASED ON THE ORGANIZATION'S ANALYSIS OF WHETHER ADDITIONAL TAXES WOULD BE DUE TO THE AUTHORITIES GIVEN THEIR FULL KNOWLEDGE OF THE TAX POSITION. THE ORGANIZATION ACCRUES INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AS OTHER NONCURRENT LIABILITIES AND RECOGNIZES THE RELATED CHANGES IN THE ORGANIZATION'S ASSESSMENTS AS A COMPONENT OF INCOME TAX EXPENSE. THE ORGANIZATION HAS COMPLETED ITS ASSESSMENT AND DETERMINED THAT THERE WERE NO TAX POSITIONS, WHICH WOULD REQUIRE RECOGNITION UNDER THE GUIDANCE. THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 2,598,399. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 2,598,399. 1 A GRACE PLACE ADULT CARE CENTER 8030 STAPLES MILL ROAD HENRICO VA 23228 237118287 501(C)(3) 135155 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES ACCESS NOW 2821 EMERYWOOD PARKWAY RICHMOND VA 23294 501(C)(3) 25000 UW DIRECTED ALLOCATIONS FOR GENERAL PURPOSES AMERICAN CANCER SOCIETY SOUTH ATLANTIC DIVISION RICHMOND 4240 PARK PLACE COURT GLEN ALLEN VA 23060 131788491 501(C)(3) 11785 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES AMERICAN RED CROSS EASTERN VIRGINIA REGION GREATER RICHMOND CHAPTER 420 EAST CARY STREET RICHMOND VA 23219 530196605 501(C)(3) 22902 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES ART 180 114 W MARSHALL ST RICHMOND VA 23220 501(C)(3) 25000 UW DIRECTED ALLOCATIONS FOR GENERAL PURPOSES AUTISM SOCIETY OF AMERICA CENTRAL VIRGINIA CHAPTER 200 SOUTH 3RD STREET RICHMOND VA 23219 461250829 501(C)(3) 6747 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES BETTER HOUSING COALITION PO BOX 12117 RICHMOND VA 23241 501(C)(3) 50000 UW DIRECTED ALLOCATIONS FOR GENERAL PURPOSES BIG BROTHERS & BIG SISTERS SERVICES INC 1707 SUMMIT AVENUE SUITE 200 RICHMOND VA 23230 540702502 501(C)(3) 103722 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES BOY SCOUTS OF AMERICA HEART OF VIRGINIA COUNCIL PO BOX 6809 RICHMOND VA 23230 540505872 501(C)(3) 70545 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES BOYS & GIRLS CLUB OF METRO RICHMOND 5511 STAPLES MILL ROAD SUITE 301 RICHMOND VA 23238 540564901 501(C)(3) 256669 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CARITAS PO BOX 25790 RICHMOND VA 23260 541441917 501(C)(3) 175100 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CHALLENGE DISCOVERY PROJECTS 1503 SANTA ROSA ROAD SUITE 211 HENRICO VA 23229 510250681 501(C)(3) 6155 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CHILDREN'S HOME SOCIETY OF VIRGINIA INC 4200 FITZHUGH AVENUE RICHMOND VA 23230 540505884 501(C)(3) 62428 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CHILDREN'S HOSPITAL FOUNDATION 2924 BROOK ROAD RICHMOND VA 23220 510220692 501(C)(3) 9637 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CHILDREN'S HOSPITAL OF THE KING'S DAUGHTERS 601 CHILDRENS LANE NORFOLK VA 23507 540506321 501(C)(3) 5051 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CHILDSAVERS (MEMORIAL CHILD GUIDANCE CLINIC) 200 NORTH 22ND STREET RICHMOND VA 23223 540505927 501(C)(3) 262925 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CIRCLE CENTER ADULT DAY SERVICES 4900 WEST MARSHALL STREET RICHMOND VA 23230 540991287 501(C)(3) 72713 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES COMMONWEALTH CATHOLIC CHARITIES INC 1601 ROLLING HILLS DRIVE HENRICO VA 23229 540505877 501(C)(3) 131375 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES COMMUNITIES IN SCHOOLS RICHMOND 2922 WEST MARSHALL STREET 2ND FLOOR RICHMOND VA 23230 541799922 501(C)(3) 119040 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES COMMUNITIES IN SCHOOLS CHESTERFIELD PO BOX 10 CHESTERFIELD VA 23832 501(C)(3) 50000 UW DIRECTED ALLOCATIONS FOR GENERAL PURPOSES CROSS-OVER MINISTRY INC 8600 QUIOCCASIN ROAD SUITE 102 RICHMOND VA 23229 541371067 501(C)(3) 37997 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES DAILY PLANET HEALTH SERVICES 517 WEST GRACE STREET RICHMOND VA 23220 540900368 501(C)(3) 59261 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES EOD WARRIOR FOUNDATION FORMERLY WOUNDED EOD WARRIOR FOUNDATION 701 EAST JOHN SIMS PARKWAY SUITE 305 NICEVILLE FL 32578 208618412 501(C)(3) 5591 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES FAMILY LIFELINE 2325 WEST BROAD STREET RICHMOND VA 23220 540737133 501(C)(3) 579696 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES FEEDMORE INC 1415 RHOADMILLER STREET RICHMOND VA 23220 541150923 501(C)(3) 189323 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES COMMUNITY FOUNDATION SERVING RICHMOND AND CENTRAL VIRGINIA 7501 BOULDERS VIEW DRIVE SUITE 110 RICHMOND VA 23225 237009135 501(C)(3) 12000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES FRIENDS ASSOCIATION FOR CHILDREN 1004 SAINT JOHN STREET RICHMOND VA 23220 540505899 501(C)(3) 227369 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES GIRL SCOUTS COMMONWEALTH COUNCIL OF VIRGINIA 4900 AUGUSTA AVENUE RICHMOND VA 23230 540534506 501(C)(3) 5572 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES GOOCHLAND FREE CLINIC AND FAMILY SERVICES PO BOX 116 GOOCHLAND VA 23063 541967650 501(C)(3) 44315 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES GOODWILL INDUSTRIES OF CENTRAL AND COASTAL VIRGINIA INC 6301 MIDLOTHIAN TURNPIKE RICHMOND VA 23225 540455395 501(C)(3) 71472 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES GREATER RICHMOND SCAN 103 EAST GRACE STREET RICHMOND VA 23219 541584969 501(C)(3) 55359 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HADASSAH RICHMOND CHAPTER 8708 HOLLY HILL ROAD HENRICO VA 23229 131656651 501(C)(3) 5000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HANOVER SAFE PLACE 629-A N WASHINGTON HWY ASHLAND VA 23005 501(C)(3) 85000 UW DIRECTED ALLOCATIONS FOR GENERAL PURPOSES HEALING PLACE 700 DINWIDDIE AVENUE RICHMOND VA 23224 311770517 501(C)(3) 17898 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HEALTH BRIGADE FORMERLY FAN FREE CLINIC INC 1010 NORTH THOMPSON STREET RICHMOND VA 23230 540927792 501(C)(3) 78711 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HIGHER ACHIEVEMENT PROGRAM 4009 FITHUG AVENUE RICHMOND VA 23230 501(C)(3) 40000 UW DIRECTED ALLOCATIONS FOR GENERAL PURPOSES HOMEAGAIN (EMERGENCY SHELTER INC) PO BOX 5222 RICHMOND VA 23220 541159513 501(C)(3) 60972 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HOMEWARD 1125 COMMERCE ROAD RICHMOND VA 23224 050606153 501(C)(3) 54120 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HOUSING FAMILIES FIRST 3900 NINE MILE ROAD HENRICO VA 23223 501(C)(3) 75000 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES JEWISH COMMUNITY FEDERATION OF RICHMOND PO BOX 17128 RICHMOND VA 23226 540524512 501(C)(3) 20000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES JEWISH FAMILY SERVICES INC 6718 PATTERSON AVENUE RICHMOND VA 23226 540526201 501(C)(3) 81418 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES JUNIOR ACHIEVEMENT OF CENTRAL VIRGINIA INC 7217 WEST BROAD STREET RICHMOND VA 23294 540803325 501(C)(3) 17194 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES JUVENILE DIABETES RESEARCH FOUNDATION CENTRAL VIRGINIA CHAPTER 1808 LIBBIE AVENUE SUITE 106 RICHMOND VA 23226 541626038 501(C)(3) 12362 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES LOCAL INITIATIVES SUPPORT CORPORATION 413 STUART CIRCLE RICHMOND VA 23220 501(C)(3) 45000 UW DIRECTED ALLOCATIONS FOR GENERAL PURPOSES MCV FOUNDATION PO BOX 980234 RICHMOND VA 23298 546053660 501(C)(3) 13150 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES OAR RICHMOND 3111 WEST CLAY ST RICHMOND VA 23230 501(C)(3) 111000 UW DIRECTED ALLOCATIONS FOR GENERAL PURPOSES PETER PAUL DEVELOPMENT CENTER INC 1708 NORTH 22ND STREET RICHMOND VA 23223 541137164 501(C)(3) 131025 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PETERSBURG HEALTH DEPARTMENT (VDH) 301 HALIFAX ST PETERSBURG VA 23803 501(C)(3) 45000 UW DIRECTED ALLOCATIONS FOR GENERAL PURPOSES PREGNANCY RESOURCE CENTER OF METRO RICHMOND 1510 WILLOW LAWN DRIVE SUITE 200 RICHMOND VA 23230 521280960 501(C)(3) 10800 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PROGRESSIVE ADULT REHABILITATION CENTER 114 NORTH UNION STREET PETERSBURG VA 23803 501(C)(3) 25000 UW DIRECTED ALLOCATIONS FOR GENERAL PURPOSES PROJECT HOMES 88 CARNATION ST RICHMOND VA 23225 501(C)(3) 35000 UW DIRECTED ALLOCATIONS FOR GENERAL PURPOSES QUIN RIVERS AGENCY FOR COMMUNITY ACTION 7911 COURTHOUSE WAY NEW KENT VA 23124 501(C)(3) 62000 UW DIRECTED ALLOCATIONS FOR GENERAL PURPOSES RAPPAHANNOCK UNITED WAY VA 3310 SHANNON PARK DRIVE FREDERICKSBURG VA 22408 546042936 501(C)(3) 17432 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES RICHMOND ANIMAL LEAGUE 11401 INTERNATIONAL DRIVE NORTH CHESTERFIELD VA 23236 510240493 501(C)(3) 5724 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES RICHMOND SPCA 2519 HERMITAGE ROAD RICHMOND VA 23220 540506328 501(C)(3) 17816 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES RONALD MCDONALD HOUSE CHARITIES OF RICHMOND 2330 MONUMENT AVENUE RICHMOND VA 23220 521359486 501(C)(3) 5620 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES ROSMY PO BOX 5542 RICHMOND VA 23220 501(C)(3) 25000 UW DIRECTED ALLOCATIONS FOR GENERAL PURPOSES SACRED HEART CENTER INC 1400 PERRY STREET RICHMOND VA 23224 541590419 501(C)(3) 34309 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SALVATION ARMY CENTRAL VIRGINIA AREA COMMAND RICHMOND 2 WEST GRACE STREET RICHMOND VA 23220 580660607 501(C)(3) 219125 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SCHOOL OF THE PERFORMING ARTS (SPARC) 2106 NORTH HAMILTON STREET RICHMOND VA 23230 541271758 501(C)(3) 5050 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SENIOR CONNECTIONS THE CAPITAL AREA AGENCY ON AGING 24 EAST CARY STREET RICHMOND VA 23219 540950714 501(C)(3) 85157 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SIDE BY SIDE FORMERLY ROSMY PO BOX 26442 RICHMOND VA 23261 541572424 501(C)(3) 19442 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SMART BEGINNINGS GREATER RICHMOND 600 EAST MAIN STREET SUITE 700 RICHMOND VA 23219 510252958 501(C)(3) 48110 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SOUTH RICHMOND ADULT DAY CARE CENTER 1500 HULL STREET RICHMOND VA 23224 501(C)(3) 30000 UW DIRECTED ALLOCATIONS FOR GENERAL PURPOSES ST ANDREW'S SCHOOL 227 SOUTH CHERRY STREET RICHMOND VA 23220 541803252 501(C)(3) 7930 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES ST JOSEPH'S VILLA 8000 BROOK ROAD RICHMOND VA 23227 540505950 501(C)(3) 84420 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES ST JUDE CHILDREN'S RESEARCH HOSPITAL DC 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 15925 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SUSAN G KOMEN FOR THE CURE CENTRAL VIRGINIA AFFILIATE RICHMOND 1403 JOHNSTON WILLIS DRIVE RICHMOND VA 23235 752844659 501(C)(3) 5097 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES THE ARC OF HANOVER FORMERLY HANOVER ARC PO BOX 91 ASHLAND VA 23005 540975872 501(C)(3) 30576 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES THE GREATER RICHMOND ARC 3600 SAUNDERS AVENUE RICHMOND VA 23227 540629691 501(C)(3) 70007 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES UNITED WAY OF GREATER ATLANTA GA 100 EDGEWOOD AVENUE NORTHEAST ATLANTA GA 30303 461260287 501(C)(3) 5641 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES UNITED WAY OF HOPEWELL-PRINCE GEORGE PO BOX 394 HOPEWELL VA 23860 541019535 501(C)(3) 13792 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES VIRGINIA LEAGUE FOR PLANNED PARENTHOOD 201 NORTH HAMILTON STREET RICHMOND VA 23221 540505973 501(C)(3) 8597 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES VIRGINIA MENTORING PARTNERSHIP 2500 W BROAD ST RICHMOND VA 23220 501(C)(3) 25000 UW DIRECTED ALLOCATIONS FOR GENERAL PURPOSES VIRGINIA SUPPORTIVE HOUSING 5008 MONUMENT AVENUE RICHMOND VA 23230 501(C)(3) 100000 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES VIRGINIA VOICE PO BOX 15546 RICHMOND VA 23227 541076238 501(C)(3) 6985 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES YESTERDAY & TOMORROW 1303 JOHANNA BAY COURT MIDLOTHIAN VA 23114 461260287 501(C)(3) 6018 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES YMCA GREATER RICHMOND (THE Y) 2 WEST FRANKLIN STREET 2ND FLOOR RICHMOND VA 23220 540505986 501(C)(3) 199430 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES YWCA OF RICHMOND 6 NORTH 5TH STREET RICHMOND VA 23219 540506493 501(C)(3) 348303 UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES 79 PART I, LINE 2: UNITED WAY WORKS TO ENSURE THAT ALLOCATED GRANT DOLLARS ARE USED TO ADDRESS OUR MOST PRESSING NEEDS AND TO MAKE THE GREATEST DIFFERENCE. THE COMMUNITY ACTION FUND IS THE POOL OF UNDESIGNATED DOLLARS MADE POSSIBLE THROUGH GENEROUS INVESTMENTS FROM INDIVIDUALS AND COMPANIES. THIS FUND SUPPORTS THE BEST PACKAGE OF HUMAN SERVICE PROGRAMS AVAILABLE IN THE REGION. EXPERIENCED COMMUNITY VOLUNTEERS WORK TOGETHER TO UNDERSTAND THE NEEDS IN THE COMMUNITY AND INVEST IN THE BEST PROGRAMS TO SOLVE THOSE ISSUES. THEY SET DIRECTION WITH A VISION AND COMMUNITY GOALS THAT THEY WISH TO ACHIEVE. THESE VOLUNTEERS WORKING TOGETHER IN ACTION COUNCILS ANALYZE DATA, STUDY RESEARCH, AGREE ON A NECESSARY ARRAY OF SERVICES AND THEN SET PRIORITIES FOR UNITED WAY FUNDING. EACH FUNDED PROGRAM AND PROJECT IS REQUIRED TO MEASURE ITS OUTCOMES. THE ACTION COUNCILS AND STAFF WORK YEAR-ROUND TO ENSURE THAT EACH PROGRAM FUNDED THROUGH COMMUNITY ACTION IS MONITORED, EVALUATED AND MEASURED FOR EFFECTIVENESS. BY DOING THIS, UNITED WAY AND THE COMMUNITY ARE BUILDING A SYSTEM OF CARE THAT PRODUCES LASTING CHANGE AND RESULTS YOU CAN SEE. IN ADDITION TO DIRECTING CONTRIBUTIONS TO PROGRAMS AND INITIATIVES THAT MAKE AN IMPACT, UNITED WAY FOSTERS LOCAL PHILANTHROPY BY PROVIDING AN OPTION FOR DONORS TO DESIGNATE THEIR GIVING TO SPECIFIED ELIGIBLE ORGANIZATIONS. UNITED WAY COLLECTS AND DISTRIBUTES THESE DONOR-RESTRICTED GIFTS TO ALMOST 500 ORGANIZATIONS. THIS SERVICE PROVIDES THOUSANDS OF DONORS AN EFFICIENT AND COST-EFFECTIVE MEANS TO GIVE BACK TO CHARITIES OF THEIR CHOICE. THE ENTITIES THAT RECEIVED $5,000 OR MORE ARE LISTED ABOVE. X X X 0 0 0 0 0 0 0 0 0 JAMES L M TAYLOR PRESIDENT & CEO 178926 0 0 0 0 0 1267 0 9447 0 189640 0 0 0 X 23 115978 NY STOCK EXCHANGE 0 0 0 FORM 990, PART I, LINE 1: MISSION STATEMENT ESTABLISHED IN 1924, THE UNITED WAY OF GREATER RICHMOND & PETERSBURG EMPOWERS INDIVIDUALS AND DRIVES SYSTEMIC CHANGE TO PROVIDE EVERYONE WITH A CLEAR PATH TO SUCCESS. WE DO THIS BY MOBILIZING THE ENTIRE COMMUNITY-INDIVIDUALS, NONPROFITS, GOVERNMENT AGENCIES, SCHOOLS AND BUSINESSES ALIKE-TO COLLECTIVELY TACKLE OUR REGION'S GREATEST CHALLENGES. UNITED WAY OF GREATER RICHMOND & PETERSBURG BUILDS A MORE PROSPEROUS AND RESILIENT COMMUNITY BY UNITING CITIZENS TO MEET OUR GREATEST HUMAN CHALLENGES. AS AN ORGANIZATION DEDICATED TO COMMUNITY CHANGE, WE TAKE A SYSTEMS APPROACH TO BUILDING A GREAT REGION BY ADDRESSING THE ISSUES THAT IMPERIL LIFE-LONG WELL-BEING THROUGHOUT OUR DIVERSE REGION. IN 2016, MORE THAN 97,000 PEOPLE IN OUR COMMUNITY FOUND THE HELP, INFORMATION AND GUIDANCE TO IMPROVE THEIR LIVES AND MORE THAN 23,000 PEOPLE GAVE, ADVOCATED OR VOLUNTEERED THROUGH UNITED WAY TO MAKE THIS POSSIBLE. AS OUR REGION'S LEADER IN COMMUNITY CHANGE, UNITED WAY IDENTIFIED MANY YEARS AGO THE ESSENTIAL BUILDING BLOCKS OF LIFELONG WELL-BEING: EDUCATION, INCOME, AND HEALTH. THROUGHOUT THE YEARS, CREATING MORE ROBUST SYSTEMS TO ADDRESS ROOT CAUSES TO HUMAN DIFFICULTIES AND ESTABLISH PATHWAYS TO LONG-TERM SOLUTIONS USING THE MOST ADVANCED RESEARCH-INFORMED PRACTICES AND METHODOLOGIES HAS ALLOWED UNITED WAY OF GREATER RICHMOND & PETERSBURG TO MAKE LASTING CHANGE FOR INDIVIDUALS AND FOR THE REGION. THE DISTINCTIVE UNITED WAY APPROACH THAT BRINGS THE TALENTS, TIME AND TREASURE OF ALL PEOPLE - BUSINESSES, COMMUNITY LEADERS, COMMUNITY MEMBERS, NON-PROFITS, GOVERNMENTS - ENSURES OUR REGIONAL RESOURCES ARE PUT TO THEIR HIGHEST USE TO BENEFIT US ALL. LISTENING AND UNDERSTANDING FIRST - THE ANNUAL UNITED WAY INDICATORS OF COMMUNITY STRENGTHS REPORT IS ONE EXAMPLE OF HOW UNITED WAY BOLSTERS OUR REGION'S RESOURCES TO MEET OUR NEEDS AND LEVERAGE OUR STRENGTHS TO ENSURE THE HIGHEST LEVEL IMPACT AND GREATEST IMPROVEMENTS. THIS REPORT IDENTIFIES AND TRACKS CHANGES IN OUR COMMUNITY'S WELL-BEING AND DEMOGRAPHICS, IDENTIFYING CHANGES OVER TIME AND THE EMERGING TRENDS THAT CALL UPON US TO CREATE NEW RESPONSES. THE IN-DEPTH AND BROAD NATURE OF THIS REPORT MAKES IT PERHAPS THE MOST ESSENTIAL REGIONAL RESOURCE FOR HUMAN SERVICE PLANNING, PROGRAM DESIGN, AND FUNDING DECISIONS AMONG NONPROFITS AND FOUNDATIONS AND AN IRREPLACEABLE SOURCE OF KNOWLEDGE. BRINGING KNOWLEDGE TO NEED - UNITING TO ACHIEVE PROGRESS - GROUNDED IN THE REGIONAL KNOWLEDGE SUPPLIED BY THE INDICTORS REPORT AND INFORMED BY LEADING RESEARCH AND PRACTICES, UNITED WAY PUTS THESE TWO SETS OF UNDERSTANDING INTO ACTION ON BEHALF OF OUR GREATER COMMUNITY GOOD. SYSTEMS-LEVEL CHANGE AND MEETING BROAD BASED NEEDS TAKES AN INFORMED, EQUIPPED AND COORDINATED VILLAGE. TO THIS END, UNITED WAY TAKES A HOLISTIC SERVICES APPROACH, STRENGTHENING THE CAPACITIES OF NONPROFITS ACROSS THE REGION AS A FUNDER, AN EXPERT RESOURCE, AND AS A PARTNER. IN 2016, UNITED WAY INVESTED MORE THAN $4 MILLION TO DIRECTLY CREATE BETTER LIVES, STRONGER FAMILIES AND BUILD SUSTAINABLE COMMUNITY WELL-BEING. BEGINNING WITH IDENTIFYING A DATA AND BEST PRACTICE-INFORMED REGIONAL STRATEGY FOR COMMUNITY WELL-BEING, UNITED WAY LEVERAGES OUR REGION'S HUMAN SERVICE AREAS OF EXCELLENCE THROUGH ESTABLISHING COMMUNITY PARTNERSHIPS FOR STRATEGIC CHANGE AND PROVIDING UNITED WAY EXPERTISE TO ENSURE THE BEST OUTCOMES FOR OUR HIGHEST NEEDS AND EXPONENTIALLY INCREASING THE OUTCOMES OF OUR INDIVIDUAL EFFORTS. THE $4.2 MILLION IN UNITED WAY DIRECT FUNDING TO NON-PROFITS WITH TRACK RECORDS IN ACHIEVING BEST OUTCOMES OR INNOVATING TO MEET CHANGING HUMAN AND SOCIAL NEEDS ESTABLISHES A STABLE FOUNDATION FOR THE LIFE-CHANGING WORK HAPPENING EVERY DAY THROUGHOUT OUR REGION. THIS FUNDED GROUP OF UNITED WAY PARTNER AGENCIES ARE THE CORE OF STRENGTHENING THE COMMUNITY. THE INCREASE IN THE OVERHEAD CALCULATION WAS DUE IN PART TO A DECREASE IN DESIGNATED DONOR GIVING (A LARGE PART OF WHICH WAS THE COMBINED FEDERAL CAMPAIGN) AND THE EXPECTED SUN-SETTING OF GOVERNMENT FUNDING FOR PROGRAMS WHICH WERE NO LONGER PART OF THE STRATEGIC PLAN MOVING FORWARD. THE DROP IN THE GRANTS, HOWEVER, CAUSED AN INCREASE IN THE OVERHEAD AS THESE GRANTS WERE ALMOST PURELY PROGRAMMATIC. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF THE FORM 990 IS PROPOSED TO THE AUDIT COMMITTEE BY MANAGEMENT. ONCE THE AUDIT COMMITTEE HAS APPROVED IT AND THE BOARD OF DIRECTORS HAS REVIEWED IT, THE 990 IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C UNITED WAY'S CONFLICT OF INTEREST POLICY IS GIVEN TO ALL NEW EMPLOYEES AND DIRECTORS DURING THEIR ORIENTATION. THEY ARE REQUIRED TO SIGN THE POLICY ACKNOWLEDGING THAT THEY RECEIVED IT. BOTH THE DIRECTORS AND EMPLOYEES ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY WHICH IS REGULARLY AND CONSISTENTLY MONITORED AND ENFORCED FOR BOTH DIRECTORS AND EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 BOARD OF DIRECTOR LEADERSHIP DETERMINES THE CEO'S SALARY AND REVIEWS OTHER KEY EMPLOYEES' COMPENSATION. THIS IS REVIEWED ANNUALLY. MARKET DATA IS AVAILABLE AND MAINTAINED TO ENSURE THAT COMPENSATION LEVELS ARE IN LINE WITH THE MARKET AND SIMILAR ORGANIZATIONS. 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.