2016-02-15T00:00:00-06:00 2015-06-30 540737372 PBMARES LLP 701 TOWN CENTER DRIVE SUITE 900 NEWPORT NEWS VA 23606 990 2014-07-01 540535602 United Way of the Virginia Peninsula UNIT 7578739328 11870 Merchants Walk No 104 Newport News VA 23606 Joycelyn Spight Treasurer 7578739328 2016-02-16 1 Brian Windley P00537045 7578731587 2016-02-16 X 2014 2016-08-17 19:52:53Z X Brian Skinner 11870 Merchants Walk No 104 Newport News VA 23606 7022267 0 X www.uwvp.org X 1941 VA The purpose 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. 16 16 11 51 0 0 6006358 5402790 0 0 261004 304760 275162 219921 6542524 5927471 5065390 4601692 0 0 763376 789675 0 0 303578 622524 406189 6451290 5797556 91234 129915 9382634 8848890 4534595 4320966 4848039 4527924 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 2513327 2348801 Other Allocations - Income:- Funded program to improve job seeking and employment retention, targeting low income communities with barriers to employment. - Supported financial education, budget and credit counseling programs that enabled consumers to improve their financial well being.- Offer sustaining support for a 5-day a week, year-round employment program for individuals with disabilities and developmental delays who do not receive Medicaid funding.-Funding also includes a contract to provide Information and Referral Services for clients in need of assistance throughout the service area. The majority of funding in Other Program Services is made up of funds designated to other 501(c)(3) organizations at the request of donors. 1006580 1006580 Responding to Basic Needs - Self Sufficiency: UWVP helps families become financial stable and independent. Through a $1,006,580 investment in self-sufficiency initiatives, UWVP funded programs touched over 100,000 residents on the Virginia Peninsula. Our investment strategy focused on two program areas - basic needs and empowerment. Basic needs programs provided nutritional food and safe shelter to people in crisis. Supported programs included a food distribution program that distributed approximately 9 million pounds of food to over 74,000 residents; sheltering programs that served over 13,000 people; and homelessness intervention efforts that avoided eviction or utility termination for approximately 14,000 families. About 2,500 adults were meaningfully impacted by our investment in empowerment programs. These programs promoted adult literacy; supported employment for the disabled; helped probationary adults re-enter the workforce; and provided financial literacy services to those with low to moderate incomes. 879461 879461 Investing in Education - School Success: UWVP helps children and youth achieve their potential through education. We invested $879,461 in the academic success of approximately 38,000 children and youth residing on the Virginia Peninsula. We focused our investment in two program areas - academic support and preschool access. Academic support initiatives promoted school success through mentorships, afterschool and summer programs. These initiatives served approximately 37,000 clients. Research-based, early intervention preschool services served about 1200 children, with many identified with acute developmental delays. 366850 366850 Improving Health & Wellness - Community Health:UWVP helps residents enjoy physical, mental, and emotional wellness. UWVP invested $366,850 in community health initiatives that served over 18,000 people across four program areas -- healthy choices, independent living, affordable healthcare, and domestic violence support. Healthy choices initiatives provided supplemental health education and counseling services to over 6,000 residents. Two free clinics serving about 2,900 uninsured individuals while approximately 3,100 seniors and disabled adults were supported as they lived independently. Individuals experiencing domestic violence were protected and supported through counseling, supervised visitation, and legal advocacy programs within the domestic violence support program area. This program area served well over 5,000 clients. 366850 366850 4766218 1 1 0 0 0 0 0 0 0 1 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 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X Tyrone Joubert 7578739328 11870 Merchants Walk No 104 Newport News VA 23606 William Bell Vice Chair 0.20 X X 0 0 0 Elizabeth McCormick Director 0.20 X 0 0 0 Jennifer Smith Director 0.20 X 0 0 0 Brian Skinner Board Chair 0.20 X X 0 0 0 Joycelyn Spight Treasurer 0.20 X X 0 0 0 Ronnie Matthews 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 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 76649 0 27175 Tyrone Joubert President 37.50 X 192656 0 37671 269305 0 64846 1 0 1 0 0 5402790 5402790 165571 165571 1233985 1094796 139189 139189 139189 Service Fees 900099 219806 219806 Miscellaneous Income 900099 115 115 219921 5927471 219921 0 304760 4601692 4601692 341500 59022 185649 96829 360795 62357 196138 102300 17837 3083 9696 5058 26759 4628 14545 7586 42784 7395 23258 12131 28595 28595 43767 43767 1697 1697 21156 538 125 20493 32674 1373 21021 10280 64526 11152 35078 18296 7053 1219 3834 2000 46208 7986 25120 13102 11106 1920 6037 3149 7356 1271 3999 2086 Combined Federal Campai 122020 122020 Repairs and Maintenance 13212 2432 7085 3695 Community Events and In 6819 150 96 6573 5797556 4766218 727760 303578 1383296 1244965 610567 715879 2418397 1966399 179289 201231 35426 22174 180201 163110 28197 17091 4727462 4681151 9382634 8848890 1150903 1017811 3383692 3303155 4534595 4320966 X 4848039 4527924 4848039 4527924 9382634 8848890 X 129915 -200840 -249190 X X 0 1 X 1 0 X 6167300 6485420 6346115 6006358 5402790 30407983 6167300 6485420 6346115 6006358 5402790 30407983 1891680 28516303 133887 144565 182867 155087 165571 781977 362398 328883 331656 275162 219921 1518020 32707980 0.87180 0.89620 X Schedule A, Part II, line 10 Service Fees & Other Income 2010 Amount $362,398 2011 Amount $328,883 2012 Amount $331,656 2013 Amount $275,162 2014 Amount $219,921 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1373508 499334 1872842 1365852 7656 1373508 1365852 1365852 1323055 42797 1365852 1303172 19883 1323055 1.00000 0 0 96506 84616 11890 83695 78494 5201 17091 SunTrust Investments 2567777 F Smith Barney Investments 2113374 F 4681151 Allocations and designations payable 3294614 Capital Lease Obligations 8541 3303155 X 3281922 -200840 -200840 3482762 2444709 2444709 5927471 3602037 0 3602037 2195519 2195519 5797556 Part V, Line 4: Board reserve in event of major financial or organizational crisis. 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, but does not anticipate a material effect. The UWVP is not aware of any material uncertain tax positions, and has not accrued the effect of any uncertain tax positions as of June 30, 2015. 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. With few exceptions, the UWVP is no longer subject to income tax examinations by federal, state or local authorities for years before 2011. 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 249,190. Donor designated contributions 2,151,751. Investment Fees netted with interest income for book purposes 43,768. Part XII, Line 4b - Other Adjustments: Donor designated contributions 2,151,751. Investment fees netted with interest income for book purposes 43,768. 1 Boys & Girls Club VA Peninsula 11825 Rock Landing Drive Cheaspeake Building Suite B Newport News VA 23606 540538202 501(c)(3) 355000 Education Foodbank Of The VA Peninsula 2401 Aluminum Avenue Hampton VA 23661 541422298 501(c)(3) 125000 Responding to Basic Needs American Red Cross-Hampton Rds 4915 West Mercury Boulevard Newport News VA 23605 540515737 501(c)(3) 136800 Responding to Basic Needs Salvation Army - Pen Command PO Box 7529 Hampton VA 23666 580660607 501(c)(3) 254000 Responding to Basic Needs Transitions PO Box 561 Hampton VA 23669 510239447 501(c)(3) 162000 Responding to Basic Needs Center For Child & Family Svs 2021 Cunningham DriveSuite 400 Hampton VA 23666 540505893 501(c)(3) 104500 Improving Health Center For Child & Family Svs 2021 Cunningham Drive Suite 400 Hampton VA 23666 540505893 501(c)(3) 26800 Income Center For Child & Family Svs 2021 Cunningham Drive Suite 400 Hampton VA 23666 540505893 501(c)(3) 28000 Education Downtown Hampton Child The Bagley Center 60 Battle Road Hampton VA 23666 540890222 501(c)(3) 130000 Education Versability Resources 2520 58th Street Hampton VA 23661 540802199 501(c)(3) 50000 Income Versability Resources 2520 58th Street Hampton VA 23661 540802199 501(c)(3) 45000 Improving Health Versability Resources 2520 58th Street Hampton VA 23661 540802199 501(c)(3) 25000 Responding to Basic Needs Boy Scouts Of Am-Col VA 11721 Jefferson Avenue Newport News VA 23606 540505994 501(c)(3) 25000 Education Peninsula Metro YMCA 101 Long Green Boulevard Yorktown VA 23693 540524905 501(c)(3) 63000 Education Catholic Charities Of Eastern VA 5361 Virginia Beach Boulevard Suite A Virginia Beach VA 23462 540505879 501(c)(3) 17550 Improving Health Catholic Charities Of Eastern VA 5361 Virginia Beach Boulevard Suite A Virginia Beach VA 23462 540505879 501(c)(3) 3000 Responding to Basic Needs LINK Of Hampton Roads 10413 Warwick Boulevard Newport News VA 23601 541556503 501(c)(3) 119500 Responding to Basic Needs Planned Parenthood Of Se VA 400 Yale Drive Hampton VA 23606 540929058 501(c)(3) 50400 Improving Health Peninsula Reads 393 Denbigh Boulevard Suite A Newport News VA 23608 540843098 501(c)(3) 70000 Education Peninsula Agency On Aging 739 Thimble Shoals BlvdSuite 1006 Newport News VA 23606 540151069 501(c)(3) 25000 Responding to Basic Needs Peninsula Agency On Aging 739 Thimble Shoals BlvdSuite 1006 Newport News VA 23606 540151069 501(c)(3) 28000 Improving Health Alternatives Inc 2021-B Cunningham Drive Suite 5 Hampton VA 23666 540948440 501(c)(3) 51750 Education Girl Scouts Of The Colonial Coast 912 Cedar Road Chesapeake VA 23322 541158412 501(c)(3) 29000 Education Child Development Resources PO Box 280 Norge VA 231270280 540791991 501(c)(3) 55000 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) 30000 Improving Health Gloucester Housing PO Box 772 Hayes VA 23072 541635676 501(c)(3) 32000 Responding to Basic Needs Big Brothers Big Sisters 364 McLaws Circle Suite 2 Williamsburg VA 23185 541153403 501(c)(3) 60000 Education USO Of Hampton Roads PO Box 7250 Hampton VA 23666 541305517 501(c)(3) 7500 Responding to Basic Needs 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) 25400 Improving Health C Waldo Scott Center for Hope 3100 Wickham Avenue Newport News VA 23607 541744900 501(c)(3) 7711 Education Office of Human Affairs PO Box 37 Newport News VA 23607 237014485 501(c)(3) 5000 Education Urban League of Hampton Roads 1300 Thomas Street Suite E Hampton VA 23669 541083985 501(c)(3) 26000 Income Lackey Free Clinic 1620 Old Williamsburg Road Yorktown VA 23690 541850915 501(c)(3) 50000 Improving Health The Samaritan Group PO Box 784 White Marsh VA 23183 541573656 501(c)(3) 6780 Responding to Basic Needs Habitat for Humanity 11011 Warwich Boulevard Box 1443 Newport News VA 23601 521431619 501(c)(3) 25000 Responding to Basic Needs HELP 1320 LaSalle Avenue Hampton VA 23669 541209213 501(c)(3) 60000 Responding to Basic Needs Natasha House 124 Goodwin Neck Road Yorktown VA 23692 541432653 501(c)(3) 25000 Responding to Basic Needs Boys & Girls Club VA Peninsula 11825 Rock Landing Drive Cheaspeake Building Suite B Newport News VA 23606 540538202 501(c)(3) 24502 Designation Natasha House 124 Goodwin Neck Road Yorktown VA 23692 541432653 501(c)(3) 5161 DESIGNATION Community Health Charities Of Virginia 813 Diligence Drive Suite 121-A Newport News VA 23606 541876027 501(c)(3) 223850 Designation Foodbank Of The VA Peninsula 2401 Aluminum Avenue Hampton VA 23661 541422298 501(c)(3) 64679 Designation American Red Cross-Hampton Rds 4915 West Mercury Boulevard Newport News VA 23605 540515737 501(c)(3) 23929 Designation Salvation Army - Pen Command PO Box 7529 Hampton VA 23666 580660607 501(c)(3) 18882 Designation Transitions PO Box 561 Hampton VA 23669 510239447 501(c)(3) 11339 Designation Center For Child & Family Svs 2021 Cunningham Drive Suite 400 Hampton VA 23666 540505893 501(c)(3) 6140 Designation Downtown Hampton Child The Bagley Center 60 Battle Road Hampton VA 23666 540890222 501(c)(3) 10142 Designation Versability Resources 2520 58th Street Hampton VA 23661 540802199 501(c)(3) 16947 Designation Boy Scouts Of Am-Col VA 11721 Jefferson Avenue Newport News VA 23606 540505994 501(c)(3) 20966 Designation Peninsula Metro YMCA 101 Long Green Boulevard Yorktown VA 23693 540524905 501(c)(3) 6038 Designation Catholic Charities Of Eastern VA 5361 Virginia Beach Boulevard Suite A Virginia Beach VA 23462 540505879 501(c)(3) 31018 Designation Link Of Hampton Roads 10413 Warwick Boulevard Newport News VA 23601 541556503 501(c)(3) 7174 Designation THE VA LEAGUE OF PLANNED PARENTHOOD 3415 FLOYD AVENUE RICHMOND VA 23221 540505973 501(c)(3) 8953 Designation Peninsula Reads 393 Denbigh Boulevard Suite A Newport News VA 23608 540843098 501(c)(3) 9031 Designation Peninsula Agency On Aging 739 Thimble Shoals BlvdSuite 1006 Newport News VA 23606 540151069 501(c)(3) 12586 Designation Habitat for Humanity 11011 Warwich Boulevard Box 1443 Newport News VA 23601 521431619 501(c)(3) 5170 Designation Edmarc Hospice For Children 516 London Street Portsmouth VA 23704 541092904 501(c)(3) 17075 Designation USO Of Hampton Roads PO Box 7250 Hampton VA 23666 541305517 501(c)(3) 9459 Designation Riverside Health Foundation 701 Town Center Drive Suite 1000 Newport News VA 23606 541994013 501(c)(3) 33392 Designation United Way Of Gtr Williamsburg 312 Waller Mill Road Suite 100 Williamsburg VA 23187 540844073 501(c)(3) 10981 Designation Gloucester Volunteer Fire & Rescue PO Box 1417 Gloucester VA 23061 237028667 501(c)(3) 5273 Designation Lackey Free Clinic 1620 Old Williamsburg Road Yorktown VA 23690 541850915 501(c)(3) 16581 Designation Community Health Charities PO Box 75153 Baltimore MD 212755153 136167225 501(c)(3) 112345 CFC Designation Community Health Charities Of Virginia 813 Diligence Drive Suite 121-A Newport News VA 23606 541876027 501(c)(3) 60535 CFC Designation Military Family and Veterans Service Organizations of America PO Box 45754 San Francisco CA 94145 943193418 501(c)(3) 42785 CFC Designation Health & Medical Research Charities of America PO Box 45763 San Francisco CA 94145 943217739 501(c)(3) 42598 CFC Designation Animal Charities of America PO Box 45756 San Francisco CA 94145 943193389 501(c)(3) 32450 CFC Designation CancerCURE of America PO Box 45501 San Francisco CA 941450501 810648432 501(c)(3) 34105 CFC Designation American Red Cross PO Box 73857 Chicago IL 606737857 530196605 501(c)(3) 21543 CFC Designation Christian Service Charities PO Box 79704 Baltimore MD 212799704 943193374 501(c)(3) 35450 CFC Designation Christian Charities USA PO Box 45758 San Francisco CA 94145 943255961 501(c)(3) 9323 CFC Designation United Way Of South Hampton Roads 2515 Walmer Avenue Norfolk VA 23541 540506322 501(c)(3) 42360 CFC Designation Wounded Warrior Project 4899 Belfort Road Suite 300 Jacksonville FL 32256 202370934 501(c)(3) 41517 CFC Designation Global Impact PO Box 409616 Atlanta GA 303849616 521273585 501(c)(3) 26183 CFC Designation America's Charities PO Box 79570 Baltimore MD 212790570 541517707 501(c)(3) 18795 CFC Designation Children's Charities of America PO Box 45757 San Francisco CA 94145 943148588 501(c)(3) 17310 CFC Designation Children's Medical Charities of America PO Box 45310 San Francisco CA 941450310 270093393 501(c)(3) 14819 CFC Designation Medical Research Charities PO Box 79703 Baltimore MD 212799703 943148591 501(c)(3) 14707 CFC Designation Earth Share PO Box 4011 Washington DC 200424011 521601960 501(c)(3) 18301 CFC Designation Military Support Groups of America PO Box 45754 San Francisco CA 941450310 272242752 501(c)(3) 11571 CFC Designation Children First - America's Charities PO Box 79570 Baltimore MD 212790570 300186795 501(c)(3) 16326 CFC Designation Conservation & Preservation Charities of America PO Box 45759 San Francisco CA 94145 943217738 501(c)(3) 13232 CFC Designation Charities Under 1 Overhead PO Box 45754 San Francisco CA 94145 273132554 501(c)(3) 10033 CFC Designation Health First - America's Charities PO Box 79570 Baltimore MD 212790570 300186796 501(c)(3) 12401 CFC Designation USO Inc 2111 Wilson Blvd Suite 1200 Arlington VA 22201 131610451 501(c)(3) 7973 CFC Designation Catholic Service Organizations of America 1100 Larkspur Landing Circle 340 Larkspur CA 94939 451679647 501(c)(3) 21942 CFC Designation Women Children and Family Service Charities of America PO Box 45767 San Francisco CA 94145 943193386 501(c)(3) 7924 CFC Designation Local Independant Charities PO Box 45754 San Francisco CA 94145 943042430 501(c)(3) 8231 CFC Designation Unique & Noteworthy Charities 1100 Larkspur Landing Circle 340 Larkspur CA 94939 463016556 501(c)(3) 5810 CFC Designation Charity without Borders 1100 Larkspur Landing Circle 340 Larkspur CA 94939 943148590 501(c)(3) 5190 CFC Designation United Way of Central Alabama PO Box 320189 Birmingham AL 35232 630288846 501(c)(3) 5108 CFC Designation 92 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 President 175691 0 2755 0 14210 0 11021 0 26650 0 230327 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 -249,190. 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.