2016-11-18T13:29:06-06:00 2016-06-30 541953476 DAVIDSON DOYLE & HILTON LLP PO BOX 800 LYNCHBURG VA 245050800 990 2015-07-01 540505923 UNITED WAY OF CENTRAL VIRGINIA INC UNIT 4348468467 1010 MILLER PARK SQUARE LYNCHBURG VA 245012755 MARIE MARTIN PRESIDENT & CEO 4348468467 2016-11-16 1 DAVIDSON DOYLE HILTON LLP P00884747 4348467611 2015 2017-02-10 21:41:12Z MARIE MARTIN 1010 MILLER PARK SQUARE LYNCHBURG VA 24501 3030293 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. 23 22 20 1628 0 0 2925387 2888969 0 0 63304 30296 47431 59972 3036122 2979237 1702849 1815373 0 0 750963 668242 0 0 290860 388513 461862 2842325 2945477 193797 33760 3641355 3424402 2023701 1806498 1617654 1617904 X TO MOBILIZE THE COMPASSIONATE POWER OF OUR COMMUNITY TO IMPROVE THE QUALITY OF LIVES IN CENTRAL VIRGINIA. 0 0 2014982 1402425 UWCV RAISED OVER $2.3 M DURING ITS ANNUAL CAMPAIGN TO MAKE AN IMPACT ON MORE THAN 51,000 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 2.5 BARRELS OF FOOD FOR TWELVE COMMUNITY PANTRIES. UWCV FACILITATES THE BACK PACK PROGRAM FOR THREE ELEMENTARY SCHOOLS. 226601 184448 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 2015, SBCV PROVIDED AN EARLY CHILDHOOD EDUCATION CONFERENCE AT CENTRAL VIRGINIA COMMUNITY COLLEGE, SERVING 175 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.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. 271741 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 16,000 CALLS AND GAVE OVER 29,000 REFERRALS FOR THE FISCAL YEAR ENDED JUNE 2016. 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. 2513324 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 22 0 1 20 1 0 0 0 0 0 0 0 0 0 0 X 23 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X X MARIE MARTIN 4348468467 CORPORATE OFFICE LYNCHBURG VA 24501 J PATRICK RICHARDSON CHAIR ELECT 1.00 X X 0 0 0 DR GEORGE HURT CHAIR ELECT 1.00 X X 0 0 0 MARC SCHEWEL CAMPAIGN CHAIR 1.00 X X 0 0 0 MIKE CONDREY DIRECTOR 1.00 X 0 0 0 MICHAEL SHADLER IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 SEAN HUYETT DIRECTOR 1.00 X 0 0 0 KEVIN PARRY DIRECTOR 1.00 X 0 0 0 MARYJANE DOLAN DIRECTOR 1.00 X X 0 0 0 CHERYL MIDKIFF DIRECTOR 1.00 X 0 0 0 SAMUEL PINN DIRECTOR 1.00 X 0 0 0 BILL VARNER DIRECTOR 1.00 X 0 0 0 JOHN KRAKORA TREASURER/FUND DISTRIBUTIO 1.00 X X 0 0 0 ALTON BROWN DIRECTOR 1.00 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 W FRANCISCO ESQ DIRECTOR 1.00 X 0 0 0 JOHN KENNEY SECRETARY 1.00 X X 0 0 0 KIMBALL PAYNE DIRECTOR 1.00 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 LEROY WOOLRIDGE DIRECTOR 1.00 X 0 0 0 MARIE MARTIN PRESIDENT & CEO 40.00 X 89917 0 10848 CINDY STEELE DIRECTOR OF FINANCE & OPS 40.00 X 20133 0 6682 110050 0 17530 0 0 0 0 0 463750 2425219 42189 2888969 21603 21603 543 0 543 543 543 8693 0 8693 8693 8693 99871 51056 48815 48815 MISCELLANEOUS 624100 10614 10614 10614 2979237 19850 0 70418 1815373 1815373 162055 93355 9443 59257 379109 221753 29855 127501 86902 51902 7702 27298 40176 23857 1597 14722 10600 10600 7662 4142 3520 13334 13334 5466 1719 2708 1039 4170 1580 590 2000 25802 11733 4505 9564 8334 8334 12432 2233 10199 GRANT EXPENSE 197098 197098 CONSULTING 45500 45500 JANITOR SERVICE & BLDG 42874 21854 9900 11120 RESEARCH MARKETING 15701 1320 4696 9685 72889 19905 27830 25154 2945477 2513324 141293 290860 505 575 621087 537990 1062056 909656 64658 112038 7246 9497 737197 670618 69554 66579 1049647 1066707 766602 721360 3641355 3424402 21484 32695 2002217 1773803 2023701 1806498 X 202071 244903 752940 710358 662643 662643 1617654 1617904 3641355 3424402 33760 -33510 0 X X 0 1 X 1 0 X 3941453 3759994 3283725 2925387 2888969 16799528 3941453 3759994 3283725 2925387 2888969 16799528 16799528 32657 12452 51184 63991 36845 197129 155023 78278 184847 78324 110485 606957 17603614 0.95430 0.94840 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. 355014 4238 16930 4657 337665 365718 10078 16074 4708 355014 327047 10000 48756 15374 4711 365718 309501 37064 14828 4690 327047 326669 1112 13439 4841 309501 0.95000 0.05000 1 0 33000 33000 539597 519847 19750 21706 21706 0 142894 129065 13829 66579 MUTUAL FUNDS 263852 F CORPORATE BONDS 250151 F CERTIFICATES OF DEPOSIT 535454 F CASH 17250 F 1066707 ENDOWMENT INVESTMENT 337665 PERPETUAL TRUSTS 376924 BENEFICIAL INTEREST 6771 721360 DESIGNATIONS PAYABLE 526489 ALLOCATIONS PAYABLE 1174029 DEFERRED REVENUE 73285 1773803 X 2585790 90655 -484102 -393447 2979237 0 2979237 2585540 90655 -450592 -359937 2945477 0 2945477 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, 2016 AND 2015. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2013 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN NET VALUE OF PERPETUAL TRUSTS -23,347. DONOR DESIGNATIONS INCLUDED IN GRANT EXPENSE -501,648. CHANGE IN NET VALUE OF ENDOWMENT FUND -15,172. SPECIAL PROJECTS FUNDRAISING 51,056. CHANGE IN INVESTMENT (DAVENPORT) 5,009. PART XII, LINE 2D - OTHER ADJUSTMENTS: DONOR DESIGNATIONS INCLUDED IN GRANT EXPENSE -501,648. SPECIAL PROJECTS FUNDRAISING 51,056. X X X X X X X 0 VA BOWL A THON 16919 16919 2780 3803 WILLIAMS GOLF 39716 39716 1034 7 43236 43236 9929 4158 29352 99871 99871 12709 4158 34189 51056 48815 1 ADULT CARE CENTER OF CENTRAL VIRGINIA PO BOX 568 LYNCHBURG VA 24505 541297050 501(C)(3) 37423 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) 7500 HOUSING, DESIGNATED GIFTS BEDFORD AREA FAMILY YMCA PO BOX 1026 BEDFORD VA 24523 541140513 501(C)(3) 46597 PRESCHOOL, CHILDCARE, DESIGNATED GIFTS BEDFORD CHRISTIAN MINISTRIES ASSOCIATION INC 217 WEST WASHINGTON STREET BEDFORD VA 24523 521414405 501(C)(3) 21602 HOUSING, UTILITY, AND PHARMACY ASSISTANCE, DESIGNATED GIFTS BETHUNE NURSERY SCHOOL INC 2249 HALIFAX STREET LYNCHBURG VA 24501 540541800 501(C)(3) 109836 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) 57767 MENTORING OF DISADVANTAGED YOUTH, DESIGNATED GIFTS BOY SCOUTS OF AMERICA- BLUE RIDGE MOUNTAINS COUNCIL PO BOX 7606 ROANOKE VA 24019 540912706 501(C)(3) 13281 SCOUTING FOR AT RISK YOUTH, DESIGNATED GIFTS CASA OF CENTRAL VIRGINIA INC PO BOX 11373 LYNCHBURG VA 24506 541695593 501(C)(3) 47106 ADVOCACY FOR ABUSED AND NEGLECTED CHILDREN, DESIGNATED GIFTS CENTRAL VIRGINIA ALLIANCE FOR COMMUNITY LIVING PO BOX 1390 LYNCHBURG VA 24505 510189604 501(C)(3) 88407 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) 238772 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) 81973 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) 74677 EMERGENCY AND DISASTER SERVICES, BLOOD SERVICES, DESIGNATED GIFTS LYNCHBURG COMMUNITY ACTION GROUP INC 926 COMMERCE STREET LYNCHBURG VA 24504 540797340 501(C)(3) 98640 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) 28723 MEALS FOR HOMEBOUND, DESIGNATED GIFTS MENTAL HEALTH ASSOCIATION OF CENTRAL VIRGINIA INC 1010 MILLER PARK SQUARE LYNCHBURG VA 24501 540829479 501(C)(3) 18674 MENTAL HEALTH EDUCATION AND SUPPORT SERVICES, DESIGNATED GIFTS THE ARC OF CENTRAL VIRGINIA 1508 BEDFORD AVENUE LYNCHBURG VA 24504 237221570 501(C)(3) 96420 DAY AND SUMMER CAMP FOR THE DISABLED, DESIGNATED GIFTS THE SALVATION ARMY CORPS 2215 PARK AVENUE LYNCHBURG VA 24501 580660607 501(C)(3) 87204 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) 49431 HOUSING PRESERVATION, DESIGNATED GIFTS YMCA OF CENTRAL VIRGINIA 801 WYNDHURST DRIVE LYNCHBURG VA 24502 540505924 501(C)(3) 45550 CHILD CARE AND OUTREACH TO DISADVANTAGED, DESIGNATED GIFTS YWCA OF CENTRAL VIRGINIA 626 CHURCH STREET LYNCHBURG VA 24504 540506490 501(C)(3) 156537 LOW-RENT AND TRANSITIONAL HOUSING, DOMESTIC VIOLENCE PREVENTION, YOUTH DEVELOPMENT JUBILEE FAMILY DEVELOPMENT CENTER 1512 FLORIDA AVE LYNCHBURG VA 24501 541881948 501(C)(3) 24450 PROMOTES PERSONAL, SOCIAL, AND SPIRITUAL GROWTH AND STABILITY OF FAMILIES LAKE CHRISTIAN MINISTRIES PO BOX 695 MONETA VA 24121 542034650 501(C)(3) 17534 DESIGNATED GIFTS RIVERMONT AREA EMERGENCY FOOD PANTRY PO BOX 3172 LYNCHBURG VA 24503 330007508 501(C)(3) 6790 DESIGNATED GIFTS 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. 148 AGENCIES RECEIVED $123,030 IN GRANTS LESS THAN $5,000. X 15 42189 MEDIAN TRADE PRICE X ADVERTISING 4 74855 ESTIMATED BY DONOR X PRINTING 1 10700 ESTIMATED BY DONOR X REPAIRS & MAINTENANCE 1 5100 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 11 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.