2016-11-14T14:00:24-06:00 2016-03-31 550718347 COSTANZO & ASSOCIATES PLLC 1341 NATIONAL ROAD WHEELING WV 260030251 990 2015-04-01 550479446 UNITED WAY OF THE UPPER OHIO VALLEY INC UNIT 3042324625 51 11TH STREET WHEELING WV 26003 GEORGE E SMOULDER EXECUTIVE DIRECTOR 3042324625 2016-11-11 1 MICHAELCOSTANZOCPA P01363117 3042424400 2016-11-11 2015 2017-02-10 21:41:12Z GEORGE E SMOULDER 51 11 STREET WHEELING WV 26003 1183278 0 X WWW.UNITEDWAYUOV.ORG X 1964 WV IMPROVING LIVES BY MOBILIZING THE CARING POWER OF THE COMMUNITY IS THE MISSION OF THE UNITED WAY OF THE UPPER OHIO VALLEY, INC. THIS IS PRIMARILY ACHIEVED BY FUNDRAISING FOR COMMUNITY SERVICE MEMBER ORGANIZATIONS. 35 35 6 0 0 0 753153 877078 422 406 92366 91586 15138 19580 861079 988650 457009 488592 0 0 213690 229121 0 0 113285 188610 178850 859309 896563 1770 92087 3132722 3012001 150425 121377 2982297 2890624 X THE MISSION OF THE UNITED WAY OF THE UPPER OHIO VALLEY, INC IS IMPROVING LIVES BY MOBILIZING THE CARING POWER OF THE COMMUNITY. THIS IS PRIMARILY ACHIEVED BY FUNDRAISING FOR COMMUNITY SERVICE MEMBER ORGANIZATIONS. 0 0 182659 125180 DISASTER/EMERGENCY ASSISTANCE - ALLOCATIONS TO AGENCIES PROVIDING DISASTER & EMERGENCY SERVICES TO INDIGENTS AND DIRECT ASSISTANCE TO INDIGENTS FOR SHELTER, FOOD, & MEDICAL: SERVING 49,421 PERSONS. 336530 230632 BASIC SUBSISTENCE- FOOD/HEALTH - ALLOCATIONS TO AGENCIES PROVIDING COUNSELING, MEDICAL & MENTAL HEALTH SERVICES: SERVING 39,901 PERSONS. 134445 111022 CRISIS INTERVENTION/EDUCATION/REHABILITATION - ALLOCATIONS TO AGENCIES PROVIDING REHABILITATION SERVICES TO FAMILIES, SENIOR CITIZENS AND DISABLED PERSONS: SERVING 20,068 PERSONS. 31749 21758 YOUTH/RECREATION - ALLOCATIONS TO AGENCIES PROVIDING COUNSELING & RECREATIONAL ACTIVITIES & OPPORTUNITIES TO YOUTH: SERVING 20,778 PERSONS. 406 DESIGNATIONS TO NON-MEMBER DESIGNATED AGENCIES 31749 21758 406 685383 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 4 0 1 6 1 0 0 0 0 0 0 0 0 0 0 X 35 35 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 WV OH X GEORGE E SMOULDER 3042324625 51 11TH STREET WHEELING WV 26003 JASON C HASWELL VICE PRESIDENT 1.00 X X 0 0 0 MOLLIE NEELY DIRECTOR 0.20 X 0 0 0 JOSEPH LOVELL DIRECTOR 0.20 X 0 0 0 DAN MOYER DIRECTOR 0.20 X 0 0 0 DR BILL CHILDERS DIRECTOR 0.20 X 0 0 0 DONNA HOLMBERG-GRIGSBY DIRECTOR 0.20 X 0 0 0 OSI IMOMOH DIRECTOR 0.20 X 0 0 0 GEORGE KRUPICA DIRECTOR 0.20 X 0 0 0 KRISTIE BARNETT DIRECTOR 0.20 X 0 0 0 WILLIAM J WAGNER DIRECTOR 0.20 X 0 0 0 BERNADETTE SMITH PRESIDENT 1.00 X X 0 0 0 BRENDA DANEHART DIRECTOR 0.20 X 0 0 0 JUDY RIESBECK WRIGHT DIRECTOR 0.20 X 0 0 0 JAMES G SQUIBB SECRETARY 1.00 X X 0 0 0 MICHAEL GALLAWAY DIRECTOR 0.20 X 0 0 0 BETH BRILL DIRECTOR 0.20 X 0 0 0 FRANK CARENBAUER III DIRECTOR 0.20 X 0 0 0 RODNEY HALEY VICE PRESIDENT 1.00 X X 0 0 0 PATRICIA FAST DIRECTOR 0.20 X 0 0 0 DALE KNUTSEN TREASURER 1.00 X X 0 0 0 CARMEN PRATI-MILLER DIRECTOR 0.20 X 0 0 0 ERIC FITHYAN DIRECTOR 0.20 X 0 0 0 CRAIG MADDEN DIRECTOR 0.20 X 0 0 0 CHRISTIE CONTRAGUERRO DIRECTOR 0.20 X 0 0 0 DEBBIE ROMAINE DIRECTOR 0.20 X 0 0 0 BRAD SHAFER DIRECTOR 0.20 X 0 0 0 DANIEL YOUNG DIRECTOR 0.20 X 0 0 0 BERNIE ALBERTINI DIRECTOR 0.20 X 0 0 0 STEVE ROBERTS DIRECTOR 0.20 X 0 0 0 ALLISON SKIBO DIRECTOR 0.20 X 0 0 0 KAREN HAUGHT DIRECTOR 0.20 X 0 0 0 JOE MILLER DIRECTOR 0.20 X 0 0 0 CHRISTINE MITCHELL DIRECTOR 0.20 X 0 0 0 ANDY WALTERS DIRECTOR 0.20 X 0 0 0 MARK WOODYEAR DIRECTOR 0.20 X 0 0 0 GEORGE E SMOULDER EXECUTIVE DIRECTOR 40.00 X 47597 0 30446 47597 0 30446 0 0 0 0 0 700466 32420 144192 28056 877078 DESIGN-HANDLING FEE 561499 406 406 406 34083 34083 216682 159179 57503 57503 57503 13073 32420 21643 -8570 -8570 41956 13806 28150 28150 988650 406 0 111166 469708 469708 18884 18884 84150 33660 16830 33660 92324 36081 27952 28291 4498 1942 1402 1154 36116 15706 11664 8746 12033 5042 3213 3778 20876 8747 5574 6555 25693 13939 11754 68673 58744 4655 5274 451 123 223 105 9949 4219 2609 3121 6467 2709 1727 2031 3528 1478 942 1108 850 356 227 267 7076 2965 1889 2222 3367 1411 899 1057 4267 1788 1139 1340 CAMPAIGN SUPPLIES & AWA 15854 3647 142 12065 WEBSITE EXPENSE 5664 2373 1512 1779 MISCELLANEOUS 4864 1328 3203 333 EQUIPMENT RENTALS & EXP 1271 533 339 399 896563 685383 97895 113285 8442 37087 346944 207628 255456 263601 7087 3040 5805 8850 34218 27909 6761 6309 2440354 2485486 61873 0 3132722 3012001 26751 15455 31112 13334 92562 92588 150425 121377 X 2696659 2646424 263714 213170 21924 31030 2982297 2890624 3132722 3012001 X 92087 -183760 X X 0 1 X 1 0 X 611304 656754 595018 753152 877078 3493306 611304 656754 595018 753152 877078 3493306 632601 2860705 24655 24020 26896 33247 34919 143737 3637043 258145 0.78650 0.79700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2260058 70698 -91257 98616 25394 2115489 2169067 65118 142316 90861 25582 2260058 1924867 67588 284719 85154 22953 2169067 1814521 62955 146905 79745 19769 1924867 1835852 65376 9877 77467 19117 1814521 1 0 23874 17565 6309 10344 10344 0 6309 DUE TO DESIGNATED AGENCIES 92588 92588 779196 -183760 -183760 962956 25694 25694 988650 870869 0 870869 25694 25694 896563 PART V, LINE 4: THE INTENDED USE OF THE AGENCY'S QUASI-ENDOWMENT FUNDS IS TO SUPPORT THE LONG-TERM MISSION OF THE AGENCY; PART OF THE QUASI-ENDOWMENT FUND IS RESTRICTED TO USE IN WEST VIRGINIA. NIGHT AT THE RACES 31525 22845 8680 9900 2492 REVERSE RAFFLE DINNER 11200 8000 3200 7558 180 1 2768 1575 1193 150 1363 45493 32420 13073 150 17458 180 3855 21643 -8570 41956 10700 2645 461 1 1.00000 41956 10700 2645 461 13806 28150 WV 1 0 1 0 1.00000 PAM NEIDER 51 11TH STREET WHEELING WV 26003 0 0 1 BIG BROTHERSBIG SISTERS OF THE UPPER OHIO VALLEY 3539 JACOB STREET WHEELING WV 26003 237058596 501(C)(3) 1000 TO SUPPORT YOUTH/RECREATION SERVICES CATHOLIC CHARITIES WEST VIRGINIA 1218 EOFF STREET WHEELING WV 26003 550391262 501(C)(3) 34411 TO PROVIDE ASSISTANCE FOR BASIC SUBSISTENCE FAMILY SERVICES OF THE UPPER OHIO VALLEY 51-11TH STREET WHEELING WV 26003 550357074 501(C)(3) 71945 TO PROVIDE ASSISTANCE FOR BASIC SUBSISTENCE SEXUAL ASSAULT HELP CENTER PO BOX 6764 WHEELING WV 26003 550616563 501(C)(3) 11252 TO PROVIDE ASSISTANCE IN CRISIS INTERVENTION SERVICES INFORMATION HELPLINE 51-11TH STREET WHEELING WV 26003 550552045 501(C)(3) 48823 TO PROVIDE ASSISTANCE IN CRISIS INTERVENTION SERVICES SALVATION ARMY - BELMONT COUNTY 315 37TH STREET BELLAIRE OH 43906 135562351 501(C)(3) 32772 TO PROVIDE DISASTER AND EMERGENCY ASSISTANCE SALVATION ARMY - MARSHALL COUNTY 700 JEFFERSON AVE MOUNDSVILLE WV 26041 520591457 501(C)(3) 27061 TO PROVIDE DISASTER AND EMERGENCY ASSISTANCE SALVATION ARMY - OHIO COUNTY 140 16TH STREET WHEELING WV 26003 520591457 501(C)(3) 31668 TO PROVIDE DISASTER AND EMERGENCY ASSISTANCE AMERICAN RED CROSS RIVER VALLEY CHAPTER 193 29TH STREET WHEELING WV 26003 550284240 501(C)(3) 31141 TO SUPPORT DISASTER AND EMERGENCY ASSISTANCE RUSSELL NESBITT SERVICES 431 FULTON STREET WHEELING WV 26003 550452151 501(C)(3) 5239 TO PROVIDE ASSISTANCE FOR CRISIS INTERVENTION, EDUCATION, AND REHABILITATION WHEELING AREA TRAINING CENTERED FOR THE HANDICAPPED (WATCH) 2600 MAIN STREET WHEELING WV 26003 310922320 501(C)(3) 6877 TO PROVIDE ASSISTANCE IN CRISIS INTERVENTION, EDUCATION WHEELING HEALTH RIGHT 61 29TH STREET WHEELING WV 26003 311149085 501(C)(3) 68228 TO PROVIDE ASSISTANCE FOR BASIC SUBSISTENCE BOY SCOUTS OF AMERICA 192 MCCOLLOCH DRIVE WHEELING WV 26003 550357014 501(C)(3) 1000 TO SUPPORT YOUTH AND RECREATION SERVICES GIRL SCOUTS OF AMERICA 586 NATIONAL ROAD WHEELING WV 26003 550420373 501(C)(3) 4452 TO SUPPORT YOUTH AND RECREATION SERVICES COMMUNITY CHILD CARE CENTER 111 N YORK ST WHEELING WV 26003 550583675 501(C)(3) 4483 TO PROVIDE ASSISTANCE IN CRISIS INTERVENTION, EDUCATION, AND REHABILITIATION YMCA 55 LOUNEZ AVE WHEELING WV 26003 550357071 501(C)(3) 15306 TO PROVIDE YOUTH AND RECREATION SERVICES YWCA 1100 CHAPLINE STREET WHEELING WV 26003 550357063 501(C)(3) 24408 TO PROVIDE ASSISTANCE FOR BASIC SUBSISTENCE HARMONY HOUSE 2000 EOFF STREET WHEELING WV 26003 203135260 501(C)(3) 5468 TO PROVIDE ASSISTANCE IN CRISIS INTERVENTION, EDUCATION, AND REHABILITATION SEEING HAND ASSOCIATION 750 MAIN STREET WHEELING WV 26003 550284240 501(C)(3) 5156 TO PROVIDE ASSISTANCE IN CRISIS INTERVENTION, EDUCATION, AND REHABILITATION BROOKE COMMITTEE ON AGING INC 948 MAIN STREET FOLLANSBEE WV 26037 550516908 501(C)(3) 7549 TO PROVIDE TRANSPORTATION, ACTIVITIES, AND SERVICES TO SENIOR CITIZENS IN BROOKE CO. WV LIBRARY COMMISSION SCIENCE & COLTURAL CENTER BROOKE CO 845 MAIN STREET WELLSBURG WV 26070 550451753 501(C)(3) 5812 ENCOURAGES LIFELONG LEARNING, INDIVIDUAL EMPOWERMENT, CIVIC ENGAGEMENT AND AN ENRICHED QUALITY OF LIFE BY ENHANCING LIBRARY AND INFORMATION SERVICES TRI-COUNTY HELP CENTER INC 104 1/2 NORTH MARIETTA STREET ST CLAIRSVILLE OH 43950 341331238 501(C)(3) 1500 TO PROVIDE ASSISTANCE IN CRISIS INTERVENTION SERVICES SALVATION ARMY - BROOKE COUNTY 794 COVE ROAD WEIRTON WV 26062 520591457 501(C)(3) 7338 TO PROVIDE DISASTER AND EMERGENCY ASSISTANCE SOCIETY OF ST VINCENT DE PAUL 225 MCCOLLOCH STREET UNIT 1 WHEELING WV 26003 550399614 501(C)(3) 1000 TO PROVIDE ASSISTANCE FOR BASIC SUBSISTENCE LITERACY VOLUNTEERS OF MARSHALL & OHIO COUNTIES 1100 CHAPLINE STREET WHEELING WV 26003 030483266 501(C)(3) 528 TO PROVIDE TUTORING ASSISTANCE TO ADULT STUDENTS TO IMPROVE BASIC LITERACY SKILLS MARSHALL COUNTY SENIOR CENTER 805 5TH STREET MOUNDSVILLE WV 26041 550531683 501(C)(3) 889 TO PROVIDE RECREATIONAL, SOCIAL AND NUTRITIONAL PROGRAMS FOR SENIOR ADULTS HOLY FAMILY CHILD CARE CENTER INC 161 EDGINGTON LANE WHEELING WV 26003 550753678 501(C)(3) 3250 TO PROVIDE CARE AND EDUCATION FOR INFANTS AND YOUNG CHILDREN GABRIEL PROJECT OF WV 1154 NATIONAL ROAD WHEELING WV 26003 311504147 501(C)(3) 1000 TO PROVIDE ASSISTANCE TO NEEDY PREGNANT WOMEN AND TO FAMILIES WITH INFANTS AND CHILDREN TWO YEAR OF AGE AND YOUNGER SIMPSON CHURCH FEEDING BODY AND SOUL COMMUNITY KITCHEN PO BOX 675 MOUNDSVILLE WV 26041 550338656 501(C)(3) 300 TO PROVIDE ASSISTANCE FOR BETTER NUTRITION THE HOUSE OF THE CARPENTER 200 S FRONT STREET WHEELING WV 26003 550751892 501(C)(3) 2700 TO PROVIDE ASSISTANCE FOR BETTER NUTRITION THE KING'S DAUGHTERS CHILD CARE CENTER INC 61 13TH STREET WHEELING WV 26003 550359009 501(C)(3) 2250 TO PROVIDE ASSISTANCE FOR BETTER NUTRITION LAUGHLIN MEMORIAL CHAPEL PO BOX 6195 WHEELING WV 26003 237318589 501(C)(3) 900 TO PROVIDE ASSISTANCE FOR BETTER NUTRITION LAZARUS HOUSE 95 E 11TH STREET WHEELING WV 26003 203820082 501(C)(3) 300 TO PROVIDE ASSISTANCE FOR BETTER NUTRITION MARSHALL COUNTY DAY CARE AND CHILD PROVIDER AND TRAINING CENTER 73 BARN DRIVE MOUNDSVILLE WV 26041 550738281 501(C)(3) 900 TO PROVIDE ASSISTANCE FOR BETTER NUTRITION THE SOUP KITCHEN OF GREATER WHEELING 1610 EOFF STREET WHEELING WV 26003 550639285 501(C)(3) 2700 TO PROVIDE ASSISTANCE FOR BETTER NUTRITION HEALTHWAYS INC 501 COLLIERS WAY WEIRTON WV 26062 550524964 501(C)(3) 102 TO PROVIDE ASSISTANCE FOR BETTER NUTRITIONNCE FOR BETTER NUTRITION ASSISTANCE PROVIDED TO INDIVIDUALS FOR EMERGENCY SERVICES 123 18884 PART I, LINE 2: GRANTS ARE MADE TO PARTNER/MEMBER AGENCIES, WHO APPLY TO THE UNITED WAY TO RECEIVE THIS STATUS. ANNUALLY, THE UNITED WAY FORMS ALLOCATION PANELS, COMPOSED OF BOARD MEMBERS AND OTHER INTERESTED COMMUNITY MEMBERS, WHO VISIT EACH MEMBER AGENCY TO GAIN UNDERSTANDING OF THE PROGRAM SERVICES THAT EACH OFFERS TO THE COMMUNITY. THEY REVIEW THE ALLOCATION GRANT REQUEST THAT THE AGENCY HAS SUBMITTED FOR FUNDING IN THE FOLLOWING YEAR AND THEN MAKE RECOMMENDATIONS TO THE FULL ALLOCATION PANEL. THE ALLOCATION PANEL SUBMITS A RECOMMENDATION TO THE BOARD OF DIRECTORS REGARDING THE GRANT AMOUNT FOR EACH MEMBER AGENCY. THE BOARD OF DIRECTORS MAKES THE FINAL DECISION ON THE GRANT AMOUNTS. DURING THE YEAR, EACH MEMBER AGENCY SUBMITS A MONTHLY FINANCIAL REPORT, AS WELL AS COPIES OF THEIR AUDITS/REVIEWS/COMPILATIONS AND/OR FORM 990 TAX RETURNS, TO THE UNITED WAY, PRIOR TO RECEIVING THEIR MONTHLY ALLOCATION PAYMENTS. IN ADDITION, THE UNITED WAY RECEIVED MONEY THIS YEAR TO BE USED FOR BETTER NUTRITION PURPOSES AND GRANTS WERE MADE TO BOTH MEMBER AGENCIES AND NON-MEMBER AGENCIES. X 1 5012 MEAN FAIR MARKET VALUE X DONATED DINNERS 507 11890 FAIR MARKET VALUE X DONATED ADVERTISING 1 7584 FAIR MARKET VALUE X DONATED PRIZES 16 2645 FAIR MARKET VALUE X DONATED SUPPLIES 5 925 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 8B GENERALLY EACH COMMITTEE APPROVED MATTERS AND PRESENTS TO BOARD OF DIRECTORS FOR THEIR FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS REVIEWS AND APPROVES FORM 990 BEFORE THE AGENCY FILES FORM 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE AGENCY ANNUALLY REQUIRES ITS BOARD MEMBERS TO COMPLETE AND CERTIFY ITS CONFLICT OF INTEREST POLICY. IF ANY CONFLICT OF INTEREST ARISES WITH A BOARD MEMBER, THEN THE MEMBER IS PRECLUDED FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR ALL 6 EMPLOYEES INCLUDING EXECUTIVE DIRECTOR ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. DECISION IS GENERALLY BASED ON CAMPAIGN GOALS, BUDGET NEEDS AND CURRENT ECONOMIC ENVIRONMENT. 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 AT THEIR OFFICE AT 51 11TH STREET, WHEELING, WV 26003. FORM 990, PART XI, LINE 9: UNREALIZED INVESTMENT LOSS - TEMP RESTRICTED -21,554. UNREALIZED INVESTMENT LOSS - UNRESTRICTED -160,203. UNREALIZED INVESTMENT LOSS - PERM RESTRICTED -2,003. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR THE AUDIT AND SELECTS THE INDEPENDENT AUDITORS. NEITHER THE OVERSIGHT PROCESS OR THE SELECTION PROCESS HAS CHANGED FROM THE PRIOR YEAR. INFORMATION HELPLINE 51 11TH STREET WHEELING WV 26003 550552045 TO PROVIDE ASSISTANCE IN CRISIS INTERVENTION SERVICES WV 501(C)(3) 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0