2017-01-31T10:10:40-06:00 2016-06-30 540737372 PBMARES LLP 701 TOWN CENTER DRIVE SUITE 900 NEWPORT NEWS VA 23606 990 2015-07-01 540535602 United Way of the Virginia Peninsula UNIT 7578739328 11820 Fountain Way No 206 Newport News VA 23606 Joycelyn Spight Treasurer 7578739328 2017-01-27 1 Jennifer N French P00659678 7578731587 2017-01-25 X 2015 2021-01-29 14:40:06Z X Brian Skinner 11820 Fountain Way No 206 Newport News VA 23606 9880941 0 X www.uwvp.org X 1941 VA The mission of the United Way of the Virginia Peninsula is to improve the quality of life for people in our community by helping them live their best possible lives. 15 15 11 55 0 0 5402790 5078570 0 0 304760 202040 219921 188126 5927471 5468736 4601692 3819522 0 0 789675 844558 0 0 306374 406189 393191 5797556 5057271 129915 411465 8848890 8132738 4320966 3576594 4527924 4556144 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. 0 0 2257638 2081822 Other Allocations - HealthWith a $112,300 investment in Community Health, United Way funds Healthcare Access through 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. 704920 704920 Investing in Education - School SuccessUWVP helps children and youth achieve their potential through education. We invested $704,920 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. 565000 565000 Responding to Basic NeedsUWVP helps families become financial stable and independent. Through a $565,000 investment in providing help in times of crisis or disaster. UWVP funded programs touched 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. 467780 467780 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 $467,780 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. 467780 467780 3995338 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 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 0 0 11 1 0 0 0 0 0 0 0 0 0 0 X 15 15 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 11820 Fountain Way No 206 Newport News VA 23606 Brian Skinner Board Chair 0.20 X X 0 0 0 Joycelyn Spight Treasurer 0.20 X X 0 0 0 William Bell Vice Chair 0.20 X X 0 0 0 Jennifer Smith Director 0.20 X 0 0 0 Ron Bieszczad Director 0.20 X 0 0 0 James Bourey Director 0.20 X 0 0 0 Lindsey Carney Director 0.20 X 0 0 0 Patricia Johnson Director 0.20 X 0 0 0 Michael Doucette Director 0.20 X 0 0 0 Patrick Finneran Director 0.20 X 0 0 0 Courtney Gardner Director 0.20 X 0 0 0 Gregory Lawson Director 0.20 X 0 0 0 Elizabeth McCormick Director 0.20 X 0 0 0 Graham Nuttycombe Director 0.20 X 0 0 0 Keith Roots Director 0.20 X 0 0 0 Kevin Fleming Div Dir, Finance and Adm 37.50 X 91939 0 29580 Steven S Kast beginning 6116 President/CEO 40.00 X 0 0 0 Tyrone Joubert thru 53116 President 37.50 X 206951 0 40503 298890 0 70083 1 0 1 0 0 5078570 5078570 103577 103577 4510493 175 4412205 0 98288 175 98463 98463 Service Fees 900099 186494 186494 Miscellaneous Income 900099 1632 1632 188126 5468736 188126 0 202040 3819522 3819522 437585 78152 245565 113868 337463 60270 189379 87814 21800 3893 12234 5673 2081 373 1167 541 45629 8149 25606 11874 30738 30738 29010 29010 28245 28245 6937 -457 7394 34643 1375 19789 13479 45049 8046 25281 11722 7672 1370 4306 1996 6342 6342 45993 8214 25811 11968 12877 2300 7226 3351 7529 1345 4225 1959 Combined Federal Campai 122020 122020 Repairs and Maintenance 13039 2329 7317 3393 Community Events and In 3097 3097 5057271 3995338 755559 306374 1244965 1491154 715879 299445 1966399 1841841 201231 146438 22174 20482 166065 145439 17091 20626 4681151 4312752 8848890 8132738 1017811 888408 3303155 2688186 4320966 3576594 X 4527924 4527144 29000 4527924 4556144 8848890 8132738 X 411465 -214638 -168607 X X 0 1 X 1 0 X 6485420 6346115 6006358 5402790 5078570 29319253 6485420 6346115 6006358 5402790 5078570 29319253 2743414 26575839 144565 182867 155087 165571 103577 751667 328883 331656 275162 219921 188126 1343748 31414668 0.84600 0.87180 X Schedule A, Part II, line 10 Service Fees & Other Income 2011 Amount $328,883 2012 Amount $331,656 2013 Amount $275,162 2014 Amount $219,921 2015 Amount $188,126 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 84511 65313 19198 81554 80126 1428 20626 Smith Barney Investments 4312752 F 4312752 Allocations and designations payable 2682305 Capital Lease Obligations 5881 2688186 X 3182958 -214638 -214638 3397596 2071140 2071140 5468736 3154738 0 3154738 1902533 1902533 5057271 Part X, Line 2: FASB ASC Topic 740, Accounting for Uncertainty in 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 expenses and other expenses, respectively. Part XI, Line 4b - Other Adjustments: Provision for Uncollectibles netted with revenues for book purposes 168,607. Donor designated contributions 1,873,523. Investment Fees netted with interest income for book purposes 29,010. Part XII, Line 4b - Other Adjustments: Donor designated contributions 1,873,523. Investment fees netted with interest income for book purposes 29,010. 1 Boys & Girls Club VA Peninsula 11825 Rock Landing Drive Cheaspeake Building Suite B Newport News VA 23606 540538202 501(c)(3) 284000 Education Foodbank Of The VA Peninsula 2401 Aluminum Avenue Hampton VA 23661 541422298 501(c)(3) 100000 Responding to Basic Needs American Red Cross-Hampton Rds 4915 West Mercury Boulevard Newport News VA 23605 540515737 501(c)(3) 65000 Responding to Basic Needs Salvation Army - Pen Command PO Box 7529 Hampton VA 23666 580660607 501(c)(3) 220000 Financial Stability Salvation Army - Pen Command PO Box 7529 Hampton VA 23666 580660607 501(c)(3) 17000 Responding to Basic Needs Transitions PO Box 561 Hampton VA 23669 510239447 501(c)(3) 125000 Responding to Basic Needs Transitions PO Box 561 Hampton VA 23669 510239447 501(c)(3) 20000 Education Center For Child & Family Svs 2021 Cunningham DriveSuite 400 Hampton VA 23666 540505893 501(c)(3) 84500 Responding to Basic Needs Center For Child & Family Svs 2021 Cunningham Drive Suite 400 Hampton VA 23666 540505893 501(c)(3) 22000 Financial Stability Center For Child & Family Svs 2021 Cunningham Drive Suite 400 Hampton VA 23666 540505893 501(c)(3) 25000 Education Downtown Hampton Child The Bagley Center 60 Battle Road Hampton VA 23666 540890222 501(c)(3) 119220 Education Versability Resources 2520 58th Street Hampton VA 23661 540802199 501(c)(3) 95000 Financial Stability Versability Resources 2520 58th Street Hampton VA 23661 540802199 501(c)(3) 20000 Education Boy Scouts Of Am-Col VA 11721 Jefferson Avenue Newport News VA 23606 540505994 501(c)(3) 20000 Education Peninsula Metro YMCA 101 Long Green Boulevard Yorktown VA 23693 540524905 501(c)(3) 49500 Education Catholic Charities Of Eastern VA 5361 Virginia Beach Boulevard Suite A Virginia Beach VA 23462 540505879 501(c)(3) 3500 Education Catholic Charities Of Eastern VA 5361 Virginia Beach Boulevard Suite A Virginia Beach VA 23462 540505879 501(c)(3) 8000 Responding to Basic Needs LINK Of Hampton Roads 10413 Warwick Boulevard Newport News VA 23601 541556503 501(c)(3) 90000 Responding to Basic Needs Peninsula Reads 393 Denbigh Boulevard Suite A Newport News VA 23608 540843098 501(c)(3) 35000 Financial Stability Peninsula Agency On Aging 739 Thimble Shoals BlvdSuite 1006 Newport News VA 23606 540151069 501(c)(3) 36000 Improving Health Alternatives Inc 2021-B Cunningham Drive Suite 5 Hampton VA 23666 540948440 501(c)(3) 42000 Education Girl Scouts Of The Colonial Coast 912 Cedar Road Chesapeake VA 23322 541158412 501(c)(3) 23500 Education Child Development Resources PO Box 280 Norge VA 231270280 540791991 501(c)(3) 44000 Education Edmarc Hospice For Children 516 London Street Portsmouth VA 23704 541092904 501(c)(3) 16000 Improving Health Bacon Street 247 McLaws Circle Williamsburg VA 23185 540891035 501(c)(3) 22500 Responding to Basic Needs Gloucester Housing PO Box 772 Hayes VA 23072 541635676 501(c)(3) 25000 Financial Stability Big Brothers Big Sisters 364 McLaws Circle Suite 2 Williamsburg VA 23185 541153403 501(c)(3) 48000 Education Riverside Health Systems 701 Town Center Drive Suite 1000 Newport News VA 23606 541994013 501(c)(3) 90000 Grant - Basic Needs Gloucester Mathews Free Clinic 2276 George Washington Memorial Highway Hayes VA 23072 541875619 501(c)(3) 20300 Improving Health C Waldo Scott Center for Hope 3100 Wickham Avenue Newport News VA 23607 541744900 501(c)(3) 6200 Education Urban League of Hampton Roads 1300 Thomas Street Suite E Hampton VA 23669 541083985 501(c)(3) 20000 Financial Stability Lackey Free Clinic 1620 Old Williamsburg Road Yorktown VA 23690 541850915 501(c)(3) 40000 Improving Health The Samaritan Group PO Box 784 White Marsh VA 23183 541573656 501(c)(3) 6780 Financial Stability Habitat for Humanity 11011 Warwich Boulevard Box 1443 Newport News VA 23601 521431619 501(c)(3) 20000 Financial Stability HELP 1320 LaSalle Avenue Hampton VA 23669 541209213 501(c)(3) 53000 Responding to Basic Needs Natasha House 124 Goodwin Neck Road Yorktown VA 23692 541432653 501(c)(3) 24000 Financial Stability Boys & Girls Club VA Peninsula 11825 Rock Landing Drive Cheaspeake Building Suite B Newport News VA 23606 540538202 501(c)(3) 22086 Designation Natasha House 124 Goodwin Neck Road Yorktown VA 23692 541432653 501(c)(3) 5184 DESIGNATION Community Health Charities Of Virginia 813 Diligence Drive Suite 121-A Newport News VA 23606 541876027 501(c)(3) 215647 Designation Foodbank Of The VA Peninsula 2401 Aluminum Avenue Hampton VA 23661 541422298 501(c)(3) 58115 Designation American Red Cross-Hampton Rds 4915 West Mercury Boulevard Newport News VA 23605 540515737 501(c)(3) 14215 Designation Salvation Army - Pen Command PO Box 7529 Hampton VA 23666 580660607 501(c)(3) 15159 Designation Transitions PO Box 561 Hampton VA 23669 510239447 501(c)(3) 7690 Designation Mary Immaculate Foundation PO Box 15581 Newport News VA 23608 311644734 501(c)(3) 6994 Designation Downtown Hampton Child The Bagley Center 60 Battle Road Hampton VA 23666 540890222 501(c)(3) 7444 Designation Versability Resources 2520 58th Street Hampton VA 23661 540802199 501(c)(3) 15049 Designation Boy Scouts Of Am-Col VA 11721 Jefferson Avenue Newport News VA 23606 540505994 501(c)(3) 18227 Designation Peninsula Metro YMCA 101 Long Green Boulevard Yorktown VA 23693 540524905 501(c)(3) 6358 Designation Catholic Charities Of Eastern VA 5361 Virginia Beach Boulevard Suite A Virginia Beach VA 23462 540505879 501(c)(3) 28269 Designation Link Of Hampton Roads 10413 Warwick Boulevard Newport News VA 23601 541556503 501(c)(3) 7931 Designation THE VA LEAGUE OF PLANNED PARENTHOOD 3415 FLOYD AVENUE RICHMOND VA 23221 540505973 501(c)(3) 9783 Designation Peninsula Reads 393 Denbigh Boulevard Suite A Newport News VA 23608 540843098 501(c)(3) 6463 Designation Peninsula Agency On Aging 739 Thimble Shoals BlvdSuite 1006 Newport News VA 23606 540151069 501(c)(3) 14840 Designation Habitat for Humanity 11011 Warwich Boulevard Box 1443 Newport News VA 23601 521431619 501(c)(3) 5167 Designation Edmarc Hospice For Children 516 London Street Portsmouth VA 23704 541092904 501(c)(3) 19492 Designation USO Of Hampton Roads PO Box 7250 Hampton VA 23666 541305517 501(c)(3) 6323 Designation Riverside Health Foundation 701 Town Center Drive Suite 1000 Newport News VA 23606 541994013 501(c)(3) 22982 Designation United Way Of Gtr Williamsburg 312 Waller Mill Road Suite 100 Williamsburg VA 23187 540844073 501(c)(3) 11285 Designation Girl Scouts Of The Colonial Coast 912 Cedar Road Chesapeake VA 23322 541158412 501(c)(3) 5860 Designation Lackey Free Clinic 1620 Old Williamsburg Road Yorktown VA 23690 541850915 501(c)(3) 15890 Designation Child Development Resources PO Box 280 Norge VA 23127 540791991 501(c)(3) 5842 Designation HELP 1320 LaSalle Avenue Hampton VA 23669 541209213 501(c)(3) 5813 Designation United Way of Greater Capital Region PO Box 13865 Albany NY 12212 141364505 501(c)(3) 5257 Designation Community Health Charities PO Box 75153 Baltimore MD 212755153 136167225 501(c)(3) 101897 CFC Designation Community Health Charities Of Virginia 813 Diligence Drive Suite 121-A Newport News VA 23606 541876027 501(c)(3) 7380 CFC Designation Military Family and Veterans Service Organizations of America PO Box 45754 San Francisco CA 94145 943193418 501(c)(3) 45929 CFC Designation Health & Medical Research Charities of America PO Box 45763 San Francisco CA 94145 943217739 501(c)(3) 37948 CFC Designation Animal Charities of America PO Box 45756 San Francisco CA 94145 943193389 501(c)(3) 36048 CFC Designation CancerCURE of America PO Box 45501 San Francisco CA 941450501 810648432 501(c)(3) 27775 CFC Designation American Red Cross PO Box 73857 Chicago IL 606737857 530196605 501(c)(3) 28288 CFC Designation Christian Service Charities PO Box 79704 Baltimore MD 212799704 943193374 501(c)(3) 33687 CFC Designation Christian Charities USA PO Box 45758 San Francisco CA 94145 943255961 501(c)(3) 8135 CFC Designation United Way Of South Hampton Roads 2515 Walmer Avenue Norfolk VA 23541 540506322 501(c)(3) 20510 CFC Designation Wounded Warrior Project 4899 Belfort Road Suite 300 Jacksonville FL 32256 202370934 501(c)(3) 20846 CFC Designation Global Impact PO Box 409616 Atlanta GA 303849616 521273585 501(c)(3) 30597 CFC Designation America's Charities PO Box 79570 Baltimore MD 212790570 541517707 501(c)(3) 13610 CFC Designation Children's Charities of America PO Box 45757 San Francisco CA 94145 943148588 501(c)(3) 16140 CFC Designation Children's Medical Charities of America PO Box 45310 San Francisco CA 941450310 270093393 501(c)(3) 12605 CFC Designation Medical Research Charities PO Box 79703 Baltimore MD 212799703 943148591 501(c)(3) 18394 CFC Designation Earth Share PO Box 4011 Washington DC 200424011 521601960 501(c)(3) 22253 CFC Designation Military Support Groups of America PO Box 45754 San Francisco CA 941450310 272242752 501(c)(3) 16457 CFC Designation Children First - America's Charities PO Box 79570 Baltimore MD 212790570 300186795 501(c)(3) 13303 CFC Designation Conservation & Preservation Charities of America PO Box 45759 San Francisco CA 94145 943217738 501(c)(3) 10906 CFC Designation Charities Under 1 Overhead PO Box 45754 San Francisco CA 94145 273132554 501(c)(3) 9430 CFC Designation Health First - America's Charities PO Box 79570 Baltimore MD 212790570 300186796 501(c)(3) 8159 CFC Designation USO Inc 2111 Wilson Blvd Suite 1200 Arlington VA 22201 131610451 501(c)(3) 14789 CFC Designation Catholic Service Organizations of America 1100 Larkspur Landing Circle 340 Larkspur CA 94939 451679647 501(c)(3) 21351 CFC Designation Women Children and Family Service Charities of America PO Box 45767 San Francisco CA 94145 943193386 501(c)(3) 9039 CFC Designation Local Independant Charities PO Box 45754 San Francisco CA 94145 943042430 501(c)(3) 5071 CFC Designation Children's Hospital of the King's Daughters 601 Childrens Lane Norfolk VA 23507 540506321 501(c)(3) 25185 CFC Designation Charity without Borders 1100 Larkspur Landing Circle 340 Larkspur CA 94939 943148590 501(c)(3) 5776 CFC Designation Charities Under 5 Overhead 1100 Larkspur Landing Circle 340 Larkspur CA 94939 273132492 501(c)(3) 8891 CFC Designation Peninsula SPCA 523 J Clyde Morris Blvd Newport News VA 23601 540676370 501(c)(3) 7671 CFC Designation Diabetes Charities of America 12 Morning Street Ste 3 Portland ME 04101 464471474 501(c)(3) 7506 CFC Designation Abingdon Volunteer Fire & Rescue 2146 Mark Pine Road Hayes VA 23072 237330651 501(c)(3) 5703 CFC Designation Archdiocese for the Military Services USA PO Box 4469 Washington DC 20017 131624090 501(c)(3) 5580 CFC Designation UNCF - United Negro College Fund 1805 7th Street NW Washington DC 20001 131624241 501(c)(3) 5278 CFC Designation Educate America 1100 Larkspur Landing Circle 340 Larkspur CA 949391827 943193387 501(c)(3) 5104 CFC Designation 98 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 0 0 0 0 0 0 0 0 0 Tyrone Joubert thru 53116 President 192741 0 0 0 14210 0 11432 0 29071 0 247454 0 0 0 Form 990, Part VI, Section B, line 11 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 -168,607. 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. Part V Q 1c Question 1c does not apply to the organization because the organization did not have backup withholding for reportable payments to vendors and reportable gaming winnings. 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.