UNITED WAY OF SOUTHWEST VIRGINIA: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: UNITED WAY OF SOUTHWEST VIRGINIA (EIN 52-1264030)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-07-28
IRS object ID: 201622109349300542
Schema version: 2015v2.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule N
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-07-28T11:48:38-05:00	ReturnTs
Tax Period End	2015-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	061662488	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HICOK FERN & COMPANY	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 821	AddressLine1Txt
City	ABINGDON	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	242120821	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2015-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	521264030	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UNITED WAY OF SOUTHWEST VIRGINIA	BusinessNameLine1Txt
Business Name Line2	PROGRAM SERVICES INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	UNIT	BusinessNameControlTxt
Phone	2766282160	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 644	AddressLine1Txt
City	ABINGDON	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	24212	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ALAN JONES	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	2766282160	PhoneNum
Signature	2016-07-07	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KAREN L JACKSON CPA	PreparerPersonNm
PTIN	P01627674	PTIN
Phone	2766281123	PhoneNum
Preparation	2016-07-07	PreparationDt

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2016-09-27 15:27:22Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Final Return	Yes (X)	FinalReturnInd
Principal Officer	TRAVIS STATON	PrincipalOfficerNm
Gross Receipts	$0	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	UWVH.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Legal Domicile State	VA	LegalDomicileStateCd
Activity Or Mission	PAYMENTS TO VARIOUS NONPROFIT ORGANIZATIONS AND PAYMENTS TO ASSIST INDIVIDUALS IN IMMEDIATE FINANCIAL CRISIS AND ASSOCIATED COSTS.	ActivityOrMissionDesc
Contract Termination	Yes (X)	ContractTerminationInd
Voting Members Governing Body	4	VotingMembersGoverningBodyCnt
Voting Members Independent	4	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$194,284	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$390	PYInvestmentIncomeAmt
CY Investment Income	$0	CYInvestmentIncomeAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$194,674	PYTotalRevenueAmt
CY Total Revenue	$0	CYTotalRevenueAmt
PY Grants And Similar Paid	$285,299	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$21,770	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$37,843	PYOtherExpensesAmt
CY Other Expenses	$0	CYOtherExpensesAmt
PY Total Expenses	$344,912	PYTotalExpensesAmt
CY Total Expenses	$0	CYTotalExpensesAmt
PY Revenues Less Expenses	-$150,238	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$0	CYRevenuesLessExpensesAmt
Total Assets BOY	$12,029	TotalAssetsBOYAmt
Total Assets EOY	$0	TotalAssetsEOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$12,029	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$0	NetAssetsOrFundBalancesEOYAmt
Mission	PAYMENTS TO VARIOUS NONPROFIT ORGANIZATIONS AND PAYMENTS TO ASSIST INDIVIDUALS IN IMMEDIATE FINANCIAL CRISIS AND ASSOCIATED COSTS.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Desc	PAYMENTS TO VARIOUS NONPRIFT ORGANIZATIONS AND PAYMENTS TO ASSIST INDIVIDUALS IN IMMEDIATE FINANCIAL CRISIS AND ASSOCIATED COSTS.	Desc
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	Yes (true)	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	4	GoverningBodyVotingMembersCnt
Independent Voting Member	4	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	false	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PROGRAM SERVICES INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2766282160	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 644	AddressLine1Txt
City	ABINGDON	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	24212	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
ALAN JONES
PRESIDENT	1.00	Yes (X)	Yes (X)	$0	$0	$0
TRAVIS STATON
SECRETARY	1.00	Yes (X)	Yes (X)	$0	$0	$0
TINA CAMPER
TREASURER	1.00	Yes (X)	Yes (X)	$0	$0	$0
BARBARA FARMER
DIRECTOR	1.00	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$12,029	BOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$12,029	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$12,029	BOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$12,029	BOYAmt
EOY	$0	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$12,029	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$0	ReconcilationRevenueExpnssAmt
Prior Period Adjustments	-$12,029	PriorPeriodAdjustmentsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$198,396	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$196,665	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$236,359	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$229,969	CurrentTaxYearMinus1YearAmt
Total	$861,389	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$198,396	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$196,665	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$236,359	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$229,969	CurrentTaxYearMinus1YearAmt
Total	$861,389	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$861,389	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$28	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$15	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$791	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$791	CurrentTaxYearMinus1YearAmt
Total	$1,625	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$870	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,881	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$643	CurrentTaxYearMinus2YearsAmt
Total	$9,394	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$872,408	TotalSupportAmt
Public Support CY170	0.98740	PublicSupportCY170Pct
Public Support PY170	0.98920	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	PART II, LINE 10	FormAndLineReferenceDesc
Explanation	9,394	ExplanationTxt

Schedule N IRS990ScheduleN

Liquidation Of Assets Table LiquidationOfAssetsTableGrp

Liquidation Of Assets Detail LiquidationOfAssetsDetail

Field	Value	IRS element (for citing)
Assets Distri Or Expnss Paid	CASH	AssetsDistriOrExpnssPaidDesc
Distribution	2015-12-31	DistributionDt
Fair Market Value Of Asset	$12,029	FairMarketValueOfAssetAmt
Method Of FMV Determination	BOOK VALUE	MethodOfFMVDeterminationTxt
EIN	540718860	EIN
Person	UNITED WAY OF SW VIRGINIA	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 644	AddressLine1Txt
City	ABINGDON	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	24212	ZIPCd

Field	Value	IRS element (for citing)
IRC Section	501C3	IRCSectionTxt

Field	Value	IRS element (for citing)
Director Of Successor	false	DirectorOfSuccessorInd
Employee Of Successor	false	EmployeeOfSuccessorInd
Owner Of Successor	false	OwnerOfSuccessorInd
Receive Compensation	false	ReceiveCompensationInd
Assets Distributed	Yes (true)	AssetsDistributedInd
Required To Notify AG	false	RequiredToNotifyAGInd
Liabilities Paid	Yes (true)	LiabilitiesPaidInd
Bonds Outstanding	false	BondsOutstandingInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11B	COPY OF 990 PROVIDED TO BOARD MEMBERS FOR REVIEW.
FORM 990, PAGE 6, PART VI, LINE 12C	UWSWVA PROGRAM SERVICES BOARD MEMBERS, STAFF MEMBERS, VOLUNTEERS AND REPRESENTATIVES WILL SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY AND WILL DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST SUCH AS FINANCIAL RELATIONSHIP, AGENCY BOARD MEMBER, ETC. THE SIGNED DOCUMENT WILL BE MAINTAINED IN THE INDIVIDUAL'S UWSWVA PROGRAM SERVICES' FILE. ANY POSSIBLE CONFLICT OF INTEREST ON THE PART OF A BOARD MEMBER, STAFF, VOLUNTEER OR REPRESENTATIVE SHALL BE DISCLOSED TO THE CHIEF EXECUTIVE OFFICER OR BOARD LEADERSHIP WHO WILL TAKE THE MATTER TO THE EXECUTIVE COMMITTEE OR FULL BOARD. BOTH THE MINUTES OF THE EXECUTIVE COMMITTEE AND THE BOARD SHALL REFLECT SUCH DISCLOSURE. ANY BOARD MEMBER, STAFF MEMBER, VOLUNTEER OR REPRESENTATIVE HAVING SUCH A POSSIBLE CONFLICT OF INTEREST SHALL NOT ACT, MAKE RECOMMENDATIONS OR USE HIS OR HER INFLUENCE ON THE MATTER IN QUESTION. THE FORGOING SHALL NOT BE CONSTRUED TO PREVENT A BOARD MEMBER, STAFF MEMBER, VOLUNTEER OR REPRESENTATIVE FROM BRIEFLY STATING HIS OR HER POSITION ON THE MATTER OF FROM ANSWERING PERTINENT QUESTIONS.
FORM 990, PAGE 6, PART VI, LINE 19	AVAILABLE UPON REQUEST