2017-12-14T16:28:53-06:00 2017-06-30 541953476 DAVIDSON DOYLE & HILTON LLP PO BOX 800 LYNCHBURG VA 245050800 990 2016-07-01 540505923 UNITED WAY OF CENTRAL VIRGINIA INC UNIT 4348468467 1010 MILLER PARK SQUARE LYNCHBURG VA 245012755 BILL VARNER PRESIDENT & CEO 4348468467 2017-12-12 1 DAVIDSON DOYLE HILTON LLP P00884747 4348467611 23.25.106.77 2017-12-12 11:22:28 ES P 54DDFA91E43354C01A2BF1290862EB9A87C17A7D 5B6DA9F8686DA86F0E73A2D3218188618DCAE41E 2016 2017-02-10 21:41:12Z BILL VARNER 1010 MILLER PARK SQUARE LYNCHBURG VA 24501 2487493 0 X WWW.UNITEDWAYCV.ORG X 1955 VA TO MOBILIZE THE COMPASSIONATE POWER OF OUR COMMUNITY TO IMPROVE THE QUALITY OF LIVES IN CENTRAL VIRGINIA. 24 23 17 1581 0 0 2888969 2316011 0 0 30296 50637 59972 55997 2979237 2422645 1815373 1464610 0 0 668242 681348 0 0 292110 461862 456728 2945477 2602686 33760 -180041 3424402 3204349 1806498 1710029 1617904 1494320 X TO MOBILIZE THE COMPASSIONATE POWER OF OUR COMMUNITY TO IMPROVE THE QUALITY OF LIVES IN CENTRAL VIRGINIA. 0 0 1648404 1109494 UWCV RAISED OVER $2.1 M DURING ITS ANNUAL CAMPAIGN TO MAKE AN IMPACT ON MORE THAN 60,000 UNDUPLICATED INDIVIDUALS IN CENTRAL VIRGINIA. NEEDS WERE EVALUATED BY VOLUNTEERS WHO MAKE FUNDING RECOMMENDATIONS TO THE UNITED WAY BOARD FOR APPROVAL. UNITED WAY CONTINUED TO WORK WITH NUMEROUS PROGRAMS TO ADDRESS EDUCATION READINESS. UNITED WAY FACILITATED A MONTH LONG FOOD DRIVE THROUGHOUT CENTRAL VIRGINIA COLLECTING 2.3 BARRELS OF FOOD FOR ELEVEN COMMUNITY PANTRIES. UWCV FACILITATED THE BACKPACK PROGRAM FOR FOUR ELEMENTARY SCHOOLS. 240871 126616 SMART BEGINNING CENTRAL VIRGINIASMART BEGINNINGS CENTRAL VIRGINIA IS A REGIONAL COALITION OF AGENCIES, EARLY CHILDHOOD EDUCATORS, HEALTH PROVIDERS, BUSINESSES, AND COLLEGES THAT WORKS TO ENSURE THAT AREA CHILDREN ENTER KINDERGARTEN READY TO LEARN. SBCV WORKS WITH APPROXIMATELY 55 EARLY CHILDHOOD PROGRAMS AND FAMILY DAY HOMES THAT PARTICIPATE IN VIRGINIA QUALITY, THE STATE'S QUALITY REVIEW & IMPROVEMENT SYSTEM. ON-SITE TECHNICAL ASSISTANCE IS PROVIDED TO PARTICIPATING PROGRAMS, WORKING TOWARD ON-GOING QUALITY IMPROVEMENT. IN ADDITION TO WORKING WITH EARLY CHILDHOOD EDUCATION PROGRAMS, SBCV OFFERS THE INCREDIBLE YEARS PARENT PROGRAM TO PARENTS OF PRESCHOOLERS TO SUPPORT THEIR DEVELOPMENT AT HOME. IN 2016, SBCV PROVIDED AN EARLY CHILDHOOD EDUCATION CONFERENCE AT CENTRAL VIRGINIA COMMUNITY COLLEGE, SERVING 135 EARLY CHILDHOOD EDUCATORS, AND PROVIDING $9,000 IN RELATED RESOURCE MATERIALS FOR ALL ATTENDING PROGRAMS. SBCV ALSO COORDINATES THE DOLLY PARTON IMAGINATION LIBRARY FOR UWCV, AND THE EXCELL (EXCELLENCE IN CHILDREN'S EARLY LANGUAGE AND LITERACY) PROGRAM, CURRENTLY OFFERED IN PRESCHOOL CLASSES IN AMHERST AND BEDFORD COUNTY PUBLIC SCHOOLS. THE EXCELL PROGRAM SERVES HUNDREDS OF FAMILIES AND PROVIDES HIGH QUALITY PROFESSIONAL DEVELOPMENT AND ON-SITE COACHING TO PRESCHOOL TEACHERS. COMMUNITY ENGAGEMENT IS ALSO A PRIORITY OF SBCV; ITS TWO FULLY EQUIPPED LITERACY BUSES TRAVEL TO UNDER-RESOURCED AREAS TO ENGAGE PARENTS AND CHILDREN IN ACTIVITIES THAT PROMOTE LITERACY AND EARLY LEARNING. IN 2016-17, SBCV LAUNCHED A NEW INITIATIVE TO ALIGN THE DEFINITION AND ASSESSMENT OF QUALITY ACROSS MULTIPLE PRESCHOOL SETTINGS THROUGHOUT THE REGION. 273369 228500 2-1-1 VIRGINIA2-1-1 VIRGINIA IS A FREE SERVICE THAT CONNECTS PEOPLE WITH AVAILABLE COMMUNITY SERVICES IN CENTRAL VIRGINIA AND THROUGHOUT THE COMMONWEALTH. THE SERVICE IS AVAILABLE 24 HOURS PER DAY 365 DAYS PER YEAR. TRAINED INFORMATION AND REFERRAL SPECIALISTS ANSWERED OVER 10,000 CALLS AND GAVE OVER 31,000 REFERRALS FOR THE FISCAL YEAR ENDED JUNE 2017. IN ADDITION, THE CENTRAL VIRGINIA SITE, WHICH IS HOUSED AT UNITED WAY OF CENTRAL VIRGINIA, ASSUMED THE RESPONSIBILITY FOR MAINTAINING THE STATEWIDE 2-1-1 DATABASE. APPROXIMATELY 18,000 PROGRAMS WERE UPDATED DURING THE YEAR. 2162644 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 17 1 0 0 0 0 0 0 0 0 0 0 X 24 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X X BILL VARNER 4348468467 CORPORATE OFFICE LYNCHBURG VA 24501 J PATRICK RICHARDSON BOARD CHAIR 1.00 X X 0 0 0 DR GEORGE HURT IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 MARC SCHEWEL DIRECTOR 1.00 X 0 0 0 MIKE CONDREY DIRECTOR 1.00 X 0 0 0 SEAN HUYETT DIRECTOR 1.00 X 0 0 0 KEVIN PARRY DIRECTOR 1.00 X 0 0 0 CHERYL MIDKIFF DIRECTOR 1.00 X 0 0 0 SAMUEL PINN DIRECTOR 1.00 X 0 0 0 JOHN KRAKORA TREASURER 1.00 X X 0 0 0 STEFANIE PROKITY DIRECTOR 1.00 X 0 0 0 NAT MARSHALL DIRECTOR 1.00 X 0 0 0 DR JOHN CAPPS DIRECTOR 1.00 X 0 0 0 JOHN FRANCISCO ESQ DIRECTOR 1.00 X 0 0 0 JOHN KENNEY SECRETARY 1.00 X X 0 0 0 L KIMBALL PAYNE III CHAIR ELECT 1.00 X X 0 0 0 TAMARA ROSSER FUND DISTRIBUTION CHAIR 1.00 X X 0 0 0 LEN STEVENS DIRECTOR 1.00 X 0 0 0 BILLY FLINT CAMPAIGN CHAIR 1.00 X X 0 0 0 TONY CAMM DIRECTOR 1.00 X 0 0 0 BILL DAVIS DIRECTOR 1.00 X 0 0 0 BOYD ERVIN DIRECTOR 1.00 X 0 0 0 GEORGE SHERMAN DIRECTOR 1.00 X 0 0 0 JAN WALKER DIRECTOR 1.00 X 0 0 0 MARIE MARTIN PRESIDENT & CEO 40.00 X 89843 0 20448 CINDY STEELE DIRECTOR OF FINANCE & OPS 40.00 X 43148 0 11335 132991 0 31783 0 0 0 0 0 286176 2029835 9849 2316011 25316 25316 1627 0 1627 1627 1627 25321 0 25321 25321 25321 110851 64848 46003 46003 MISCELLANEOUS 624100 8367 8367 8367 2422645 35315 0 71319 1464610 1464610 170583 98223 15022 57338 380008 225414 29775 124819 92284 55453 5862 30969 38473 21922 3459 13092 8200 8200 4040 50 3990 13894 13894 3833 652 2255 926 692 180 512 35226 20012 4463 10751 6528 6528 12090 2362 9728 GRANT EXPENSE 185170 184545 625 CONSULTING 45988 45500 488 JANITOR SERVICE & BLDG 45345 20671 14000 10674 MARKETING 23310 3246 10871 9193 72412 19984 22582 29846 2602686 2162644 147932 292110 575 443 537990 335683 909656 796387 112038 118911 9497 10802 746586 677146 66579 69440 1066707 1104787 721360 767896 3424402 3204349 32695 51703 1773803 1658326 1806498 1710029 X 244903 243008 710358 572968 662643 678344 1617904 1494320 3424402 3204349 -180041 56457 0 X X 0 1 X 1 0 X 3759994 3283725 2925387 2888969 2316011 15174086 3759994 3283725 2925387 2888969 2316011 15174086 15174086 12452 51184 63991 36845 52264 216736 78278 184847 78324 110485 119219 571153 15961975 0.95060 0.95430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 1 0 1 0 0 PART II-B, LINE 1: SMART BEGINNINGS CENTRAL VIRGINIA WILL, AT TIMES, CIRCULATE MATERIALS OR CONTACT LEGISLATORS IN ORDER TO INCREASE AWARENESS OF ISSUES CONCERNING EARLY CHILDGOOD DEVELOPMENT. 2-1-1 VIRGINIA SUPPORTED CALLING FOR 2-1-1 LEGISLATION AND NATIONAL INFORMATION AND REFERRAL DAY. 337665 15701 44125 17093 5363 375035 355014 4238 16930 4657 337665 365718 10078 16074 4708 355014 327047 10000 48756 15374 4711 365718 309501 37064 14828 4690 327047 0.95000 0.05000 1 0 33000 33000 548313 524492 23821 21706 21706 0 143567 130948 12619 69440 MUTUAL FUNDS 297502 F CORPORATE BONDS 178897 F CERTIFICATES OF DEPOSIT 551529 F CASH 76859 F 1104787 ENDOWMENT INVESTMENT 375035 PERPETUAL TRUSTS 392861 767896 DESIGNATIONS PAYABLE 466998 ALLOCATIONS PAYABLE 1115164 DEFERRED REVENUE 76164 1658326 X 2293972 23150 -151823 -128673 2422645 0 2422645 2417556 23150 -208280 -185130 2602686 0 2602686 PART V, LINE 4: INCOME FROM ENDOWMENT FUNDS ARE USED TO OFFSET FUNDRAISING AND OPERATING COSTS. PART X, LINE 2: THE FINANCIAL ACCOUNTING STANDARDS BOARD ISSUED ASC 740-10, FORMERLY FASB INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH PRESCRIBED A COMPREHENSIVE MODEL FOR HOW AN ORGANIZATION SHOULD MEASURE, RECOGNIZE, PRESENT, AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT AN ORGANIZATION HAS TAKEN OR EXPECT TO TAKE ON A TAX RETURN. THE ORGANIZATION HAS ADOPTED ASC 740-10. THE ORGANIZATION HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE ORGANIZATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE AFFECT ON THE ORGANIZATION'S FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2017 AND 2016. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2014 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN NET VALUE OF PERPETUAL TRUSTS 12,184. DONOR DESIGNATIONS INCLUDED IN GRANT EXPENSE -273,128. CHANGE IN NET VALUE OF ENDOWMENT FUND 25,805. SPECIAL PROJECTS FUNDRAISING 64,848. CHANGE IN INVESTMENT (DAVENPORT) 18,468. PART XII, LINE 2D - OTHER ADJUSTMENTS: DONOR DESIGNATIONS INCLUDED IN GRANT EXPENSE -273,128. SPECIAL PROJECTS FUNDRAISING 64,848. X X X X X X X 0 VA RED CARPET GALA 34924 34924 21951 BOWL A THON 28293 28293 3326 4290 11 47634 47634 35281 110851 110851 3326 61522 64848 46003 1 ADULT CARE CENTER OF CENTRAL VIRGINIA PO BOX 568 LYNCHBURG VA 24505 541297050 501(C)(3) 33926 ADULT DAY CARE, DESIGNATED GIFTSADULT DAY CARE, DESIGNATED GIFTS ALTAVISTACAMPBELL COUNTY HABITAT FOR HUMANITY INC PO BOX 232 ALTAVISTA VA 24517 541793590 501(C)(3) 9361 HOUSING, DESIGNATED GIFTS BEDFORD AREA FAMILY YMCA PO BOX 1026 BEDFORD VA 24523 541140513 501(C)(3) 40435 PRESCHOOL, CHILDCARE, DESIGNATED GIFTS BEDFORD CHRISTIAN MINISTRIES ASSOCIATION INC 217 WEST WASHINGTON STREET BEDFORD VA 24523 521414405 501(C)(3) 16607 HOUSING, UTILITY, AND PHARMACY ASSISTANCE, DESIGNATED GIFTS BETHUNE NURSERY SCHOOL INC 2249 HALIFAX STREET LYNCHBURG VA 24501 540541800 501(C)(3) 109240 CHILD CARE FOR LOW INCOME FAMILIES, DESIGNATED GIFTS BIG BROTHERS BIG SISTERS OF CENTRAL VIRGINIA 2901 LANGHORNE ROAD LYNCHBURG VA 24501 540908680 501(C)(3) 53364 MENTORING OF DISADVANTAGED YOUTH, DESIGNATED GIFTS BOY SCOUTS OF AMERICA- BLUE RIDGE MOUNTAINS COUNCIL PO BOX 7606 ROANOKE VA 24019 540912706 501(C)(3) 9074 SCOUTING FOR AT RISK YOUTH, DESIGNATED GIFTS CASA OF CENTRAL VIRGINIA INC PO BOX 11373 LYNCHBURG VA 24506 541695593 501(C)(3) 52641 ADVOCACY FOR ABUSED AND NEGLECTED CHILDREN, DESIGNATED GIFTS CENTRAL VIRGINIA ALLIANCE FOR COMMUNITY LIVING PO BOX 1390 LYNCHBURG VA 24505 510189604 501(C)(3) 87623 IN-HOME CARE, TRANSPORATION, AND MEALS FOR SENIORS, DESIGNATED GIFTS HUMANKIND (FAMILY ALLIANCE) 2600 MEMORIAL AVE STE APT 201 LYNCHBURG VA 24501 540539600 501(C)(3) 177592 FAMILY AND MENTAL HEALTH COUNSELING AND SERVICES, YOUTH DEVELOPMENT, TRANSPORTATION, ABUSE PREVENTION, DESIGNATED GIFTS FREE CLINIC OF CENTRAL VIRGINIA INC 1016 MAIN STREET LYNCHBURG VA 24504 541420756 501(C)(3) 74086 PHARMACY, MEDICAL, DENTAL CARE TO UN- AND UNDER-INSURED, DESIGNATED GIFTS HISTORIC VIRGINIA CHAPTER OF THE AMERICAN RED CROSS 1007 SHEFFIELD DRIVE LYNCHBURG VA 24501 540505993 501(C)(3) 87694 EMERGENCY AND DISASTER SERVICES, BLOOD SERVICES, DESIGNATED GIFTS LYNCHBURG COMMUNITY ACTION GROUP INC 926 COMMERCE STREET LYNCHBURG VA 24504 540797340 501(C)(3) 77463 EARLY CHILDHOOD EDUCATION, HOUSING, EMPLOYMENT SERVICES AND TRAINING MEALS ON WHEELS OF THE GREATER LYNCHBURG AREA INC PO BOX 1388 LYNCHBURG VA 24505 237299875 501(C)(3) 21065 MEALS FOR HOMEBOUND, DESIGNATED GIFTS THE ARC OF CENTRAL VIRGINIA 1508 BEDFORD AVENUE LYNCHBURG VA 24504 237221570 501(C)(3) 77412 DAY AND SUMMER CAMP FOR THE DISABLED, DESIGNATED GIFTS THE SALVATION ARMY CORPS 2215 PARK AVENUE LYNCHBURG VA 24501 580660607 501(C)(3) 73877 EMERGENCY AND TRANSITION HOUSING, FAMILY AND YOUTH SERVICES, CHILD CARE, DESIGNATED GIFTS VIRGINIA LEGAL AID SOCIETY INC PO BOX 6200 LYNCHBURG VA 24505 510226448 501(C)(3) 44664 HOUSING PRESERVATION, DESIGNATED GIFTS YMCA OF CENTRAL VIRGINIA 801 WYNDHURST DRIVE LYNCHBURG VA 24502 540505924 501(C)(3) 46570 CHILD CARE AND OUTREACH TO DISADVANTAGED, DESIGNATED GIFTS YWCA OF CENTRAL VIRGINIA 626 CHURCH STREET LYNCHBURG VA 24504 540506490 501(C)(3) 143167 LOW-RENT AND TRANSITIONAL HOUSING, DOMESTIC VIOLENCE PREVENTION, YOUTH DEVELOPMENT JUBILEE FAMILY DEVELOPMENT CENTER 1512 FLORIDA AVE LYNCHBURG VA 24501 541881948 501(C)(3) 25287 PROMOTES PERSONAL, SOCIAL, AND SPIRITUAL GROWTH AND STABILITY OF FAMILIES LAKE CHRISTIAN MINISTRIES PO BOX 695 MONETA VA 24121 542034650 501(C)(3) 10466 DESIGNATED GIFTS APPOMATTOX LITERACY 185 LEARNING LANE APPOMATTOX VA 24522 901018466 501(C)(3) 5064 CHILD DEVELOPMENT, DESIGNATED GIFTS DAWN INC PO BOX 325 ALTAVISTA VA 24517 541253623 501(C)(3) 7687 HOUSING, UTILITY, AND PHARMACY ASSISTANCE, DESIGNATED GIFTSHOUSING, UTILITY, AND PHARMACY ASSISTANCE, DESIGNATED GIFTS GIRL SCOUTS VIRGINIA SKYLINE COUNCIL 3663 PETERS CREEK RD NW ROANOKE VA 24019 540737207 501(C)(3) 2492 COMMUNITY OUTREACH, DESINGATED GIFTS LYNCHBURG SHELTERED INDUSTRIES 3120 ODD FELLOWS RD LYNCHBURG VA 24506 540741120 501(C)(3) 7220 EMPLOYMENT FOR DISABLED, DESIGNATED GIFTS NEIGHBORS HELPING OTHERS 329 MAIN ST MADISON HEIGHTS VA 24572 811190315 501(C)(3) 6327 ORGANIZATION THAT STRIVES TO FEED THE HUNGRY OF AMHERST COUNTY PART I, LINE 2: UWCV STAFF, AND VOLUNTEERS MONITOR PROGRAM OUTCOMES, FINANCIAL STABILITY AND USE OF FUNDS AT LEAST ANNUALLY. DESIGNATED GIFTS FROM DONORS ARE NOT REVIEWED. ALL RECEIVING AGENCIES ARE MONITORED FOR TAX EXEMPT STATUS AND COMPLIANCE WITH PATRIOT ACT. 127 AGENCIES RECEIVED $100,546 IN GRANTS LESS THAN $5,000. X 6 9849 MEDIAN TRADE PRICE X ADVERTISING 4 20150 ESTIMATED BY DONOR X PRINTING 1 3000 ESTIMATED BY DONOR 0 0 1 PART I, LINE 32B: THE ORGANIZATION HAS TWO BROKERAGE ACCOUNTS THROUGH WHICH SECURITIES ARE SOLD FOR A COMMISSION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE AUDIT COMMITTEE AND PRESENTED TO THE FULL BOARD FOR ACCEPTANCE. FORM 990, PART VI, SECTION B, LINE 12C STAFF ARE NOT ALLOWED TO HAVE CONFLICTS WITH AGENCIES OR OTHER ENTITIES. BOARD MEMBERS MUST CERTIFY ANNUALLY THEIR UNDERSTANDING OF POLICY AND DETAIL ANY CONFLICTS. BOARD MEMBERS ARE TO ABSTAIN FROM ACTIONS THAT CREATE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMPENSATION COMMITTEE, WHICH REPORTS TO THE BOARD OF DIRECTORS, REVIEWS AND APPROVES COMPENSATION AND BENEFITS FOR ALL OFFICERS, COMPARING DATA FROM OTHER LOCAL UNITED WAYS OF SIMILAR SIZE AS WELL AS OTHER LOCAL, REGIONAL, AND NATIONAL DATA FOR SIMILAR POSITIONS. THIS REVIEW OCCURS AT LEAST ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. PART XI, LINE 2C EXPLANATION: PROCESS HAS NOT CHANGED FROM PRIOR YEAR.