2016-05-05T11:19:36-05:00 2015-06-30 541953476 DAVIDSON DOYLE & HILTON LLP PO BOX 800 LYNCHBURG VA 245050800 990 2014-07-01 540505923 UNITED WAY OF CENTRAL VIRGINIA INC UNIT 4348468467 1010 MILLER PARK SQUARE LYNCHBURG VA 245012755 MARIE MARTIN PRESIDENT & CEO 4348468467 2016-05-05 1 DAVIDSON DOYLE HILTON LLP P00884747 4348467611 2014 2016-08-17 19:52:53Z MARIE MARTIN 1010 MILLER PARK SQUARE LYNCHBURG VA 24501 3067702 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. 20 19 15 2247 0 0 3248328 2925387 0 0 50624 63304 139573 47431 3438525 3036122 2091176 1702849 0 0 744591 750963 0 0 339642 431976 388513 3267743 2842325 170782 193797 3868262 3641355 2403706 2023701 1464556 1617654 X TO MOBILIZE THE COMPASSIONATE POWER OF OUR COMMUNITY TO IMPROVE THE QUALITY OF LIVES IN CENTRAL VIRGINIA. 0 0 1946599 1443279 COMMUNITY IMPACTUWCV RAISED OVER $2.7M DURING ITS ANNUAL CAMPAIGN TO MAKE AN IMPACT ON MORE THAN 63,000 UNDUPLICATED INDIVIDUALS IN CENTRAL VIRGINIA. NEEDS WERE EVALUATED BY VOLUNTEERS WHO MADE FUNDING RECOMMENDATIONS TO THE UNITED WAY BOARD FOR APPROVAL. THE UNITED WAY BOARD OF DIRECTORS APPROVED FUNDING FOR THREE PROGRAMS TO ADDRESS EDUCATION READINESS THROUGH A REQUEST FOR PROPOSAL (RFP) PROCESS. UNITED WAY FACILITATED A MONTH LONG FOOD DRIVE THROUGHOUT CENTRAL VIRGINIA, COLLECTING 2.5 BARRELS OF FOOD FOR TWELVE COMMUNITY FOOD PANTRIES. 156006 129785 SMART BEGINNING CENTRAL VIRGINIASMART BEGINNINGS CENTRAL VIRGINIA IS AN AREA-WIDE COALITION OF AGENCIES, EARLY CHILDHOOD EDUCATORS, HEALTH PROVIDERS, BUSINESSES, AND COLLEGES THAT WORKS TOGETHER TO ENSURE THAT AREA CHILDREN ENTER KINDERGARTEN READY TO LEARN. THIRTY-EIGHT EARLY CHILDHOOD PROGRAMS AND FIVE FAMILY DAY HOMES PARTICIPATED IN THE VIRGINIA STAR QUALITY INITIATIVE. CENTERS WERE EVALUATED BY AN INDEPENDENT RATER, AND ALL PROGRAMS WERE ASSIGNED QUALIFIED MENTORS AND MONETARY SUPPORT FOR QUALITY IMPROVEMENT. A TOTAL OF $61,288 WAS SPENT IN MENTORING AND ON-SITE TRAINING AND MATERIALS. AN ADDITIONAL $12,000 WAS SPENT ON FAMILY SUPPORT THROUGH THE INCREDIBLE YEARS PROGRAM.SBCV/VSQI ALSO PROVIDED TWO CONFERENCES SERVING NEARLY 150 EARLY CHILDHOOD EDUCATORS AND PROVIDED ANOTHER $9,000 IN RELATED RESOURCE MATERIALS FOR ALL ATTENDING PROGRAMS. THE SMART BEGINNINGS COALITION ADDRESSES THE HEALTH AND DEVELOPMENT OF CHILDREN FROM BIRTH THROUGH AGE FIVE, CHILD CARE STANDARDS, AND SAFETY ISSUES AND PARENT EDUCATION THROUGH THE INCREDIBLE YEARS PROGRAM. ITS TWO FULLY EQUIPPED LITERACY BUSES TRAVEL TO UNDER-RESOURCED AREAS TO ENGAGE PARENTS AND CHILDREN IN ACTIVITIES THAT PROMOTE LITERACY AND EARLY LEARNING. SBCV HAS ALSO INTRODUCED THE EXCELL (EARLY LANGUAGE AND LITERACY PROGRAM) TO PUBLIC PRESCHOOL CLASSROOMS IN AMHERST COUNTY. 271138 129785 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 SPECIALISTS ANSWERED 16,225 CALLS AND GAVE OVER 30,551 REFERRALS FOR THE FISCAL YEAR ENDED 2015. IN ADDITION, THE CENTRAL VIRGINIA SITE, WHICH IS HOUSED AT UNITED WAY OF CENTRAL VIRGINIA, ASSUMED THE RESPONSIBILITY FOR MAINTAINING THE STATE-WIDE 2-1-1 DATABASE. A TOTAL OF 18,511 PROGRAMS WERE UPDATED DURING THE YEAR. 2373743 1 0 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 1 1 0 0 0 0 0 0 0 0 1 25 0 1 15 1 0 0 0 0 0 0 0 0 0 0 X 20 19 1 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 SECRETARY 1.00 X X 0 0 0 DR GEORGE HURT CHAIR ELECT 1.00 X X 0 0 0 GREG GRAHAM DIRECTOR 1.00 X 0 0 0 MICHAEL SHADLER CHAIR 1.00 X X 0 0 0 KATHY BRYANT DIRECTOR 1.00 X 0 0 0 RANDY SMITH DIRECTOR 1.00 X 0 0 0 MARYJANE DOLAN IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 CHERYL MIDKIFF DIRECTOR 1.00 X 0 0 0 DAN PETRISKIE DIRECTOR 1.00 X 0 0 0 BILL VARNER DIRECTOR 1.00 X 0 0 0 JOHN KRAKORA TREASURER/FUND DISTRIBUTION CHAIR 1.00 X X 0 0 0 ALTON BROWN DIRECTOR 1.00 X 0 0 0 DAVID NEUMEYER AGENCY REPRESENTATIVE 1.00 X 0 0 0 NAT MARSHALL CAMPAIGN CHAIR 1.00 X 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 DIRECTOR 1.00 X 0 0 0 KIMBALL PAYNE DIRECTOR 1.00 X 0 0 0 TAMARA ROSSER DIRECTOR 1.00 X 0 0 0 LEN STEVENS DIRECTOR 1.00 X 0 0 0 MARIE MARTIN PRESIDENT & CEO 40.00 X 91800 0 19882 TRACY PRICE VP OF FINANCE & OPERATIONS 40.00 X 58344 0 11916 150144 0 31798 0 0 0 0 0 387678 2537709 61212 2925387 37760 37760 687 0 687 687 687 25544 0 25544 25544 25544 74892 31580 43312 43312 MISCELLANEOUS 624100 3432 3432 3432 3036122 29663 0 81072 1702849 1702849 142965 82139 8895 51931 458718 269570 14046 175102 103306 61132 8414 33760 45974 25432 3101 17441 8100 8100 5780 1817 61 3902 15531 15531 2621 464 1908 249 3465 1817 1517 131 26479 12153 4339 9987 8283 8283 11912 2186 9726 GRANT EXPENSE 131114 131114 JANITOR SERVICE & BLDG 45188 21736 8012 15440 CONSULTING 42000 42000 RESEARCH MARKETING 25711 6039 11922 7750 62329 13295 25085 23949 2842325 2373743 128940 339642 505 505 763950 621087 1132722 1062056 64562 64658 7114 7246 731838 662284 70676 69554 1026408 1049647 802325 766602 3868262 3641355 42537 21484 2361169 2002217 2403706 2023701 X 145017 202071 656896 752940 662643 662643 1464556 1617654 3868262 3641355 193797 -40699 0 X X 0 1 X 1 0 X 3730366 3941453 3759994 3283725 2925387 17640925 3730366 3941453 3759994 3283725 2925387 17640925 17640925 34707 32657 12452 51184 63991 194991 269295 155023 78278 184847 78324 765767 18601683 0.94840 0.94220 X 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. 365718 10078 16074 4708 355014 327047 10000 48756 15374 4711 365718 309501 37064 14828 4690 327047 326669 1112 13439 4841 309501 276225 17468 51808 14125 4707 326669 0.95000 0.05000 1 0 33000 33000 539597 515202 24395 21706 21706 0 137535 125376 12159 69554 MUTUAL FUNDS 238234 F CORPORATE BONDS 349757 F CERTIFICATES OF DEPOSIT 451450 F CASH 10206 F 1049647 ENDOWMENT INVESTMENT 355014 PERPETUAL TRUSTS 406939 BENEFICIAL INTEREST 4649 766602 DESIGNATIONS PAYABLE 666636 ALLOCATIONS PAYABLE 1238640 DEFERRED REVENUE 96941 2002217 X 2573435 102072 -564759 -462687 3036122 0 3036122 2420337 102072 -524060 -421988 2842325 0 2842325 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, 2015 AND 2014. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2012 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN NET VALUE OF PERPETUAL TRUSTS -19,239. DONOR DESIGNATIONS INCLUDED IN GRANT EXPENSE -555,640. CHANGE IN NET VALUE OF ENDOWMENT FUND -28,063. SPECIAL PROJECTS FUNDRAISING 31,580. CHANGE IN INVESTMENT (DAVENPORT) 6,603. PART XII, LINE 2D - OTHER ADJUSTMENTS: DONOR DESIGNATIONS INCLUDED IN GRANT EXPENSE -555,640. SPECIAL PROJECTS FUNDRAISING 31,580. X X X X X X X 0 VA BOWL A THON 24575 24575 2020 6248 10 50317 50317 3280 9720 10312 74892 74892 5300 9720 16560 31580 43312 1 ADULT CARE CENTER OF CENTRAL VIRGINIA PO BOX 568 LYNCHBURG VA 24505 541297050 501(C)(3) 36675 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) 8413 HOUSING, DESIGNATED GIFTS BEDFORD AREA FAMILY YMCA PO BOX 1026 BEDFORD VA 24523 541140513 501(C)(3) 50658 PRESCHOOL, CHILDCARE, DESIGNATED GIFTS BEDFORD CHRISTIAN MINISTRIES ASSOCIATION INC 217 WEST WASHINGTON STREET BEDFORD VA 24523 521414405 501(C)(3) 24970 HOUSING, UTILITY, AND PHARMACY ASSISTANCE, DESIGNATED GIFTS BETHUNE NURSERY SCHOOL INC 2249 HALIFAX STREET LYNCHBURG VA 24501 540541800 501(C)(3) 122511 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) 69271 MENTORING OF DISADVANTAGED YOUTH, DESIGNATED GIFTS BOY SCOUTS OF AMERICA- BLUE RIDGE MOUNTAINS COUNCIL PO BOX 7606 ROANOKE VA 24019 540912706 501(C)(3) 15381 SCOUTING FOR AT RISK YOUTH, DESIGNATED GIFTS CASA OF CENTRAL VIRGINIA INC PO BOX 11373 LYNCHBURG VA 24506 541695593 501(C)(3) 41979 ADVOCACY FOR ABUSED AND NEGLECTED CHILDREN, DESIGNATED GIFTS CENTRAL VIRGINIA ALLIANCE FOR COMMUNITY LIVING PO BOX 1390 LYNCHBURG VA 24505 510189604 501(C)(3) 91113 IN-HOME CARE, TRANSPORATION, AND MEALS FOR SENIORS, DESIGNATED GIFTS FAMILY ALLIANCE OF CENTRAL VIRGINIA 2600 MEMORIAL AVE STE APT 201 LYNCHBURG VA 24501 540539600 501(C)(3) 140246 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) 84567 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) 74896 EMERGENCY AND DISASTER SERVICES, BLOOD SERVICES, DESIGNATED GIFTS LYNCHBURG COMMUNITY ACTION GROUP INC 926 COMMERCE STREET LYNCHBURG VA 24504 540797340 501(C)(3) 104065 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) 24837 MEALS FOR HOMEBOUND, DESIGNATED GIFTS MENTAL HEALTH ASSOCIATION OF CENTRAL VIRGINIA INC 1010 MILLER PARK SQUARE LYNCHBURG VA 24501 540829479 501(C)(3) 47416 MENTAL HEALTH EDUCATION AND SUPPORT SERVICES, DESIGNATED GIFTS THE ARC OF CENTRAL VIRGINIA 1508 BEDFORD AVENUE LYNCHBURG VA 24504 237221570 501(C)(3) 83468 DAY AND SUMMER CAMP FOR THE DISABLED, DESIGNATED GIFTS THE SALVATION ARMY CORPS 2215 PARK AVENUE LYNCHBURG VA 24501 580660607 501(C)(3) 89111 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) 47684 HOUSING PRESERVATION, DESIGNATED GIFTS YMCA OF CENTRAL VIRGINIA 801 WYNDHURST DRIVE LYNCHBURG VA 24502 540505924 501(C)(3) 52561 CHILD CARE AND OUTREACH TO DISADVANTAGED, DESIGNATED GIFTS YWCA OF CENTRAL VIRGINIA 626 CHURCH STREET LYNCHBURG VA 24504 540506490 501(C)(3) 152857 LOW-RENT AND TRANSITIONAL HOUSING, DOMESTIC VIOLENCE PREVENTION, YOUTH DEVELOPMENT JUBILEE FAMILY DEVELOPMENT CENTER 1512 FLORIDA AVE LYNCHBURG VA 24501 541881948 501(C)(3) 27040 PROMOTES PERSONAL, SOCIAL, AND SPIRITUAL GROWTH AND STABILITY OF FAMILIES LAKE CHRISTIAN MINISTRIES PO BOX 695 MONETA VA 24121 542034650 501(C)(3) 10460 DESIGNATED GIFTS DAILY BREAD 721 CLAY STREET LYNCHBURG VA 24504 521268749 501(C)(3) 10750 DESIGNATED GIFTS GIRLS ON THE RUN OF CENTRAL VIRGINIA 922 MAIN STREET STE 1 LYNCHBURG VA 24504 262858200 501(C)(3) 5711 DESIGNATED GIFTS NEW VISTAS SCHOOL 520 ELDON STREET LYNCHBURG VA 24501 541273630 501(C)(3) 7656 DESIGNATED GIFTS RIVERSIDE SCHOOL 2110 MCRAE ROAD RICHMOND VA 23235 540895408 501(C)(3) 6666 DESIGNATED GIFTS 26 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. 123 AGENCIES RECEIVED $78,012 IN GRANTS LESS THAN $5,000. DAVID NEUMEYER AGENCY REPRESENTATIVE EXECUTIVE DIRECTOR OF AN AGENCY THAT RECEIVES UNITED WAY FUNDS. 0 X 23 61212 MEDIAN TRADE PRICE X ADVERTISING 4 90010 ESTIMATED BY DONOR X PRINTING 1 10700 ESTIMATED BY DONOR X GOLF TOWELS FOR TOURNAMENT 1 762 ESTIMATED BY DONOR X CHRISTMAS TREE FOR OFFICE 1 600 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 A, LINE 2 DAVID NEUMEYER IS EXECUTIVE DIRECTOR OF AN AGENCY THAT RECEIVES UNITED WAY FUNDS. 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.