2018-04-17T00:00:00-05:00 2017-06-30 540504608 BROWN EDWARDS & COMPANY LLP 1715 PRATT DRIVE STE 2700 BLACKSBURG VA 24060 990 2016-07-01 540535302 UNITED WAY OF ROANOKE VALLEY INC UNIT 5407774200 325 CAMPBELL AVE SW ROANOKE VA 240163624 AFIRA DEVRIES PRESIDENT & CEO 5407774200 2018-04-12 1 MARK WOOLWINE P00647446 5404433606 2018-04-08 206.248.228.130 2018-04-12 16:32:43 ED P 4A889160490EE98AD8381BAF6F4F1388C20454ED 638843A833DABD80BE41393BE01C4D6468F94E4B 2016 2021-01-29 14:40:06Z AFIRA DEVRIES 325 CAMPBELL AVE ROANOKE VA 24016 6896805 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 AND ROANOKE. 32 32 38 668 109856 0 5464520 6786949 0 0 127450 109856 0 0 5591970 6896805 4105658 3668297 0 0 997854 982173 0 0 499170 870263 369210 5973775 5019680 -381805 1877125 8093991 7317234 4265621 2335999 3828370 4981235 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 AND ROANOKE. 0 0 1145567 1145567 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, 2016 - JUNE 30, 2017, UNITED WAY OF ROANOKE VALLEY INVESTED OVER $3.2 MILLION DOLLARS IN QUALITY PROGRAMS, INITIATIVES, AND SMALL GRANTS THAT MAKE A POSITIVE DIFFERENCE IN THE COMMUNITY. $2.2 MILLION CAME FROM GIFTS TO THE COMMUNITY IMPACT FUND, AND OVER $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 OUR EARLY CHILDHOOD DATA TRACKING PARTNERSHIP. 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 2016 - 2017 FY, UWRV MADE INVESTMENTS TOTALING $746,950 (33% OF THE TOTAL) IN 12 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, 1,578 CHILDREN ENTERED KINDERGARTEN READY TO LEARN; 1,283 STUDENTS RECEIVED AFTERSCHOOL ASSISTANCE AND PASSED ON TO THE NEXT GRADE; AND, 529 STUDENTS WERE PAIRED WITH A MENTOR OR TUTOR TO ENSURE THEY WERE ON THE PATH TO GRADUATION. ADDITIONALLY, UWRV MADE INVESTMENTS TOTALING $830,334 (37% OF THE TOTAL) IN 22 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, 1,146 ROANOKE RESIDENTS RECEIVED QUALITY ORAL HEALTHCARE; 1,624 PEOPLE HAD ACCESS TO MENTAL HEALTH SERVICES; AND $1.8 MILLION DOLLARS WAS SAVED ON COSTLY PRESCRIPTIONS. FINALLY, UWRV MADE INVESTMENTS TOTALING $658,794 (29% OF THE TOTAL) IN 17 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, 2,500 RESIDENTS RECEIVED FINANCIAL ASSISTANCE FOR PERMANENT HOUSING AND UTILITIES; 947 TAX FORMS WERE FILED, RETURNING $1.5 MILLION TO LOW- AND MODERATE-INCOME FAMILIES; AND 1,241 PEOPLE RECEIVED JOB TRAINING WHICH LED TO EMPLOYMENT. OUR FUNDED PARTNERS WERE ADULT CARE CENTER, AMERICAN RED CROSS - ROANOKE CHAPTER, ARCH, BIG BROTHERS BIG SISTERS OF SOUTHWEST VIRGINIA, BLUE RIDGE LEGAL SERVICES, BOYS AND GIRLS CLUBS OF SOUTHWEST VIRGINIA, CARILION CLINIC SCHOOL-BASED ADOLESCENT HEALTH PROGRAM, CHILDREN'S TRUST, CHILD HEALTH INVESTMENT PARTNERSHIP (CHIP), COMMONWEALTH CATHOLIC CHARITIES, COUNCIL OF COMMUNITY SERVICES, CRAIG COUNTY YOUTH AND COMMUNITY SERVICES, FAMILY SERVICE OF ROANOKE VALLEY, FEEDING AMERICA OF SOUTHWEST VIRGINIA, GOODWILL INDUSTRIES OF THE VALLEYS, LEAGUE OF OLDER AMERICANS, MENTAL HEALTH AMERICA, NEW HORIZONS HEALTHCARE, PLANNED PARENTHOOD SOUTH ATLANTIC, PRESBYTERIAN COMMUNITY CENTER, THE SALVATION ARMY, TOTAL ACTION FOR PROGRESS, UNITED METHODIST COMMUNITY OUTREACH PROGRAM, AND THE WEST END CENTER. 1605820 1605820 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 2016, A TOTAL OF 463 AGENCIES RECEIVED DISIGNATIONS THROUGH UNITED WAY DONORS AMOUNTING TO $1,605,820. 1264518 916910 UNITED WAY OF ROANOKE VALLEY RELIES ON THE SUPPORT OF HUNDREDS OF VOLUNTEERS WHO LIVE IN THE REGION. IN 2016 - 2017, 668 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. 4015905 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 28 0 38 1 0 0 0 0 0 0 0 0 X 32 32 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 CARL PALMER BOARD MEMBER 1.00 X 0 0 0 LOLLY QUIGLEY BOARD MEMBER 1.00 X 0 0 0 MICHAEL QUINN BOARD MEMBER 1.00 X 0 0 0 CRAIG RAMEY PHD BOARD MEMBER 1.00 X 0 0 0 ANGELA H REYNOLDS BOARD MEMBER 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 SHEILA SLONIM 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 133420 0 15222 TERRY BRIDGES VP OF OPERATIONS & FINANCE 40.00 X 57218 0 10293 190638 0 25515 1 0 1 0 0 6786949 6786949 109856 109856 6896805 0 109856 0 3668297 3668297 190638 44474 101691 44473 628240 210405 178680 239155 61985 19464 20862 21659 49064 15406 16513 17145 52246 16406 17584 18256 25420 25420 32045 4807 6408 20830 42907 6436 17163 19308 40625 6094 16250 18281 17472 2621 3494 11357 54086 54086 53175 7976 21270 23929 PRINTING AND PUBLICATIO 54320 8148 10864 35308 REPAIRS & MAINTENANCE 23400 3510 9360 10530 CFC EXPENSES 13357 13357 12403 1861 4960 5582 5019680 4015905 504605 499170 3133262 2448813 1496396 1119508 1328770 656649 673997 672121 240795 250761 2549541 2826031 8093991 7317234 4265621 2335999 4265621 2335999 X 1629806 1573058 449738 1578871 1748826 1829306 3828370 4981235 8093991 7317234 X 1877125 144229 -868489 X X 0 1 X 1 0 X 6457240 6066149 5859581 5464520 6786949 30634439 6457240 6066149 5859581 5464520 6786949 30634439 30634439 110217 53528 111718 127450 109856 512769 31147208 0.98350 0.92800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1748826 80480 1829306 1901000 -152174 1748826 1920755 -19755 1901000 1779752 141003 1920755 1403007 267778 108967 1779752 1.00000 1 0 44500 44500 1027253 504133 523120 257017 152516 104501 672121 OTHER CURRENT ASSETS 286339 FOUNDATION FOR ROANOKE VALLEY 714202 BENEFICIAL INTEREST IN PERPETUAL TRUST 1825490 2826031 5435214 144229 144229 5290985 1605820 1605820 6896805 4671570 0 4671570 348110 348110 5019680 PART XI, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS PAID NETTED AGAINST EXPENSES IN FINANCIAL STATEMENTS 1,605,820. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS PAID NETTED WITH EXPENSES IN FINANCIAL STATEMENTS 1,605,820. CHANGE IN ALLOCATIONS ACCRUAL -1,257,710. 1 AMERICAN RED CROSS ROANOKE VALLEY CHAPTER 530196605 501(C)(3) 65597 UNITED WAY ALLOCATION ADULT CARE OF ROANOKE VALLEY 541235000 501(C)(3) 74005 UNITED WAY ALLOCATION ARCH 237064477 501(C)(3) 96788 UNITED WAY ALLOCATION BIG BROTHERS BIG SISTERS OF SOUTHWEST VIRGINIA 540837136 501(C)(3) 87700 UNITED WAY ALLOCATION BLUE RIDGE LEGAL SERVICES 541048944 501(C)(3) 57031 UNITED WAY ALLOCATION BOYS AND GIRLS CLUB OF SOUTHWEST VA INC 541867366 501(C)(3) 62449 UNITED WAY ALLOCATION CARILION CLINIC CHILDREN'S HOSPITAL 540506332 501(C)(3) 39467 UNITED WAY ALLOCATION CHILD HEALTH INVESTMENT PARTNERSHIP (CHIP) OF ROANOKE VALLEY 541566451 501(C)(3) 156241 UNITED WAY ALLOCATION CHILDREN'S TRUST 510235891 501(C)(3) 66833 UNITED WAY ALLOCATION COMMONWEALTH CATHOLIC CHARITIES 540505877 501(C)(3) 48434 UNITED WAY ALLOCATION COUNCIL OF COMMUNITY SERVICES 540718859 501(C)(3) 142793 UNITED WAY ALLOCATION CRAIG COUNTY CHILD CARE CENTER 541809413 501(C)(3) 35751 UNITED WAY ALLOCATION FAMILY SERVICE OF ROANOKE 540505946 501(C)(3) 222878 UNITED WAY ALLOCATION FEEDING AMERICA SOUTHWEST VIRGINIA 541939556 501(C)(3) 96508 UNITED WAY ALLOCATION GOODWILL INDUSTRIES OF THE VALLEYS INC 540884014 501(C)(3) 101427 UNITED WAY ALLOCATION GREENVALE SCHOOL INC 540525801 501(C)(3) 240486 UNITED WAY ALLOCATION HAPPY HEALTHY COOKS 464937238 501(C)(3) 12764 UNITED WAY ALLOCATION LOCAL OFFICE ON AGING INC 540916248 501(C)(3) 36484 UNITED WAY ALLOCATION LOCAL ENVIRONMENTAL AGRICULTURE PROGRAM (LEAP) 271050909 501(C)(3) 38191 UNITED WAY ALLOCATION MENTAL HEALTH AMERICA OF ROANOKE VALLEY 540703132 501(C)(3) 71814 UNITED WAY ALLOCATION NEW HORIZONS HEALTHCARE 541937835 501(C)(3) 66662 UNITED WAY ALLOCATION PLANNED PARENTHOOD HEALTH SYSTEMS 561282557 501(C)(3) 108290 UNITED WAY ALLOCATION PRESBYTERIAN COMMUNITY CENTER 541610899 501(C)(3) 31609 UNITED WAY ALLOCATION THE SALVATION ARMY INC - ROANOKE 580660607 501(C)(3) 205934 UNITED WAY ALLOCATION TOTAL ACTION FOR PROGRESS 546057095 501(C)(3) 289642 UNITED WAY ALLOCATION UNITED METHODIST COMMUNITY OUTREACH PROGRAM OF ROANOKE 010583325 501(C)(3) 62701 UNITED WAY ALLOCATION WEST END CENTER 541150320 501(C)(3) 59896 UNITED WAY ALLOCATION 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. IN ADDITION TO THE CI PROCESS, UNITED WAY ALSO CONSIDERS ONE-YEAR OUT-OF-CYCLE AND EMERGENCY FUNDING REQUESTS THROUGHOUT THE YEAR WHICH WAS FORMALIZED IN 2012. THESE GRANTS ARE REVIEWED BY AN AD HOC TEAM OF VOLUNTEERS THAT SCORES PROGRAMS AGAINST A SCORING CRITERIA SIMILAR TO THAT USED IN THE CI PROCESS ADN MAKES APPROPRIATE FUNDING RECOMMENDATIONS. THESE RECOMMENDATIONS ARE APPROVED BY THE UNITED WAY BOARD OF DIRECTORS. 0 0 0 0 0 0 0 0 0 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 -1,257,710. PRIOR PERIOD ADJUSTMENT 389,221. PART XII, LINE 2C NO CHANGES IN THE PROCESS.