2015-11-02T11:05:11-06:00 2015-04-30 540504608 BROWN EDWARDS & COMPANY LLP 124 NEWMAN AVENUE HARRISONBURG VA 22801 990 2014-05-01 540632716 UNITED WAY OF HARRISONBURG-ROCKINGHAM COUNTY INC UNIT 5404346639 100 S MASON STREET NO A HARRISONBURG VA 22801 RICK HAUSHALTER TREASURER 5404346639 2015-10-26 1 JAMES R FRIES P01320612 5404346736 2015-10-26 2014 2016-03-07 17:11:31Z X RICK HAUSHALTER 100 S MASON STREET NO A HARRISONBURG VA 22801 1058671 0 X WWW.UWHR.ORG X 1957 VA OUR MISSION IS TO IMPROVE LIVES BY MOBILIZING THE COMMUNITY TO CREATE LASTING CHANGES IN CONDITIONS. 19 19 5 885 0 0 1258348 1032652 0 0 27086 25696 2105 323 1287539 1058671 824794 818150 0 0 205250 199349 0 0 111974 250976 191383 1281020 1208882 6519 -150211 2290443 2140909 835540 801424 1454903 1339485 X OUR MISSION IS TO ADVANCE THE COMMON GOOD OF OUR COMMUNITY BY CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL. OUR FOCUS IS ON EDUCATION, FINANCIAL STABILITY AND HEALTH - THE BUILDING BLOCKS FOR A GOOD QUALITY OF LIFE. UNITED WAY RECRUITS PEOPLE AND ORGANIZATIONS THAT BRING THE PASSION, EXPERTISE AND RESOURCES NEEDED TO GET THINGS DONE. WE INVITE DONORS AND VOLUNTEERS TO JOIN US. OUR CALL TO ACTION IS GIVE. ADVOCATE. VOLUNTEER. THAT'S WHAT IT MEANS TO LIVE UNITED. 0 0 931611 818150 323 ACCOMPLISHMENTS IN THE FISCAL YEAR ENDING APRIL 30, 2015 INCLUDE:1. GENERATING $1,157,736 TO INVEST IN THE COMMUNITY IMPACT FUND FOR PROGRAMS ADDRESSING THE GREATEST NEEDS OF THE MOST VULNERABLE PERSONS IN OUR LOCAL COMMUNITY. OVER 174 LOCAL BUSINESSES AND 4,371 INDIVIDUALS CONTRIBUTED TO THE ANNUAL FUND. DONORS CONTRIBUTING $500 OR GREATER ARE MEMBERS OF THE SKYLINE LEADERSHIP SOCIETY.2. LAUNCHING THE CHARLES AND DOROTHY WAMPLER SOCIETY, A CUMULATIVE GIVING SOCIETY THAT HONORS DONORS THAT HAVE GIVEN $20,000 OR MORE TO UNITED WAY OF HARRISONBURG AND ROCKINGHAM COUNTY OVER A LIFETIME. THE INITIAL CLASS OF 44 INDIVIDUALS AND COUPLES WERE HONORED AT A RECEPTION IN OCTOBER 2014. 3. INVESTING THESE RESOURCES INTO SPECIFIC COMMUNITY IMPACT AREAS WHERE THE GREATEST IMPACT CAN BE MADE. GRANTS WERE DISTRIBUTED TO 33 LOCAL, CERTIFIED NONPROFIT ORGANIZATIONS IN FOUR IMPACT AREAS WITH THE FOLLOWING GOALS: - EARLY CHILDHOOD READINESS: CHILDREN START SCHOOL READY TO LEARN.- THIRD GRADE READING & HIGH SCHOOL GRADUATION: STUDENTS SUCCEED IN SCHOOL AND ARE PREPARED FOR COLLEGE AND WORK.- FINANCIAL STABILITY: EVERYONE HAS OPPORTUNITIES TO BE FINANCIALLY STABLE AND INDEPENDENT.- COMMUNITY HEALTH & WELLNESS: PEOPLE ARE PHYSICALLY, MENTALLY AND EMOTIONALLY HEALTHIER.4. UNITED WAY'S VOLUNTEER PROFESSIONALS GROUP, THE UNITED WAY AMBASSADORS, IS CHALLENGED TO: CONNECT WITH YOUR PEERS. SERVE THE COMMUNITY. LEAD FOR POSITIVE CHANGE. IN FY 2014-2015 THIS GROUP:- REPRESENTED AND ADVOCATED FOR UNITED WAY, DURING THEIR WORKPLACE FUNDRAISING EFFORTS, AT COMMUNITY AND UNITED WAY HOSTED EVENTS, AND ON SOCIAL MEDIA.- RAISED AWARENESS, RECRUITED VOLUNTEERS, AND VOLUNTEERED THEIR TIME FOR MANY IMPACTFUL INITIATIVES INCLUDING STUFF THE BUS, A THANKSGIVING FOOD DRIVE FOR ELKTON FAMILIES, COLLECTING AND WRAPPING HOLIDAY GIFTS FOR HOME BOUND SENIORS, AND DAY OF CARING.5. EXPANDED REACH, UTILIZATION AND FUNCTIONALITY OF GET CONNECTED, A VOLUNTEER PORTAL ON OUR UNITED WAY WEBSITE MATCHING COMMUNITY MEMBERS WITH VOLUNTEER OPPORTUNITIES. IN THE PAST YEAR, THERE WERE 7,991 TOTAL VISITS ON THE SITE, REPRESENTING A 33% INCREASE OVER THE YEAR BEFORE, AS WELL AS 5,376 ABSOLUTE UNIQUE VISITORS, REPRESENTING A 27% INCREASE OVER THE PRIOR YEAR. ALL UNITED WAY VOLUNTEERS ARE NOW RECRUITED USING THIS SOFTWARE, AND SEVERAL NEW ORGANIZATIONS HAVE JOINED THE PROGRAM, ADDING ORGANIZATIONAL PROFILES AND VOLUNTEER NEEDS. AN UPGRADE TO GET CONNECTED 2.0 IS SCHEDULED FOR THE 2015-2016 FISCAL YEAR, WHICH IS EXPECTED TO IMPROVE BOTH THE USER EXPERIENCE AND UNITED WAY'S OVERALL MANAGEMENT OF VOLUNTEERISM IN THIS COMMUNITY.6. WE READ TO SUCCEED, A COMMUNITY-WIDE INITIATIVE DESIGNED TO ENSURE THAT MORE STUDENTS IN HARRISONBURG AND ROCKINGHAM COUNTY ARE READING AT GRADE LEVEL BY THE END OF THIRD GRADE, CONTINUES TO FLOURISH. THE INITIATIVE FOCUSES ITS STRATEGIES IN THREE KEY AREAS: SCHOOL READINESS, SCHOOL ATTENDANCE AND SUMMER LEARNING. IN THE SUMMER OF 2014, WRTS HOSTED ITS FIRST EVER SUMMER READING PARTIES IN FIVE NEIGHBORHOODS IN HARRISONBURG, PROVIDING BOOKS FOR STUDENTS, CONNECTION OPPORTUNITIES AMONG STUDENTS, FAMILIES AND SCHOOL PERSONNEL AND READING OPPORTUNITIES DURING A CRITICAL TIME OF POTENTIAL LEARNING LOSS. THE INITIATIVE ALSO SUPPORTS 100 STUDENTS IN A TARGETED ENHANCED SCHOOL-BASED MENTORING PROGRAM.7. MOBILIZING A TOTAL OF 885 VOLUNTEERS WHO CONTRIBUTED 8,049 HOURS OF SERVICE TO THE COMMUNITY THROUGH UNITED WAY, FOR A VALUE OF $185,690.8. HOLDING THE ANNUAL DAY OF CARING IN WHICH 272 VOLUNTEERS WORKED WITH COMMUNITY PARTNERS TO MAKE RENOVATIONS ON FACILITIES, COMPLETE LANDSCAPING PROJECTS, PREPARE MEALS AND HELP WITH CLIENTS.9. CONDUCTED THE 10TH ANNUAL STUFF THE BUS, TOGETHER WITH VERSTANDIG BROADCASTING, WAL-MART, HARRISONBURG CITY AND ROCKINGHAM COUNTY PUBLIC SCHOOLS AND THE SALVATION ARMY. THE EFFORT RESULTED IN COLLECTING 3,200 BAGS OF SCHOOL SUPPLIES AND 1,100 BACKPACKS, SETTING ANOTHER RECORD FOR GENEROSITY IN THE COMMUNITY. OVER 150 VOLUNTEERS FROM APPROXIMATELY 30 LOCAL BUSINESSES, COMMUNITY ORGANIZATIONS AND STUDENT GROUPS PARTICIPATED. SCHOOL SUPPLIES WERE DELIVERED TO THE PUBLIC SCHOOLS TO BE GIVEN TO CHILDREN WHO WERE UNABLE TO AFFORD THEIR OWN SUPPLIES. 931611 1 1 0 0 0 0 0 0 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X THE ORGANIZATION 5404346639 100 S MASON STREET NO A HARRISONBURG VA 22801 TOM MENDEZ PRESIDENT 1.00 X X 0 0 0 RICK HAUSHALTER TREASURER 1.00 X X 0 0 0 CAROLINE HEWITT VP HUMAN RESOURCES 1.00 X X 0 0 0 JIM DELUCAS VP COMMUNITY IMPACT 1.00 X X 0 0 0 BILL BAYER VP STRATEGIC PLANNING 1.00 X X 0 0 0 ANNE LEWIS VP RESOURCE DEVELOPMENT 1.00 X X 0 0 0 ALAN SHELTON DIRECTOR 1.00 X 0 0 0 CARY HEVENER DIRECTOR 1.00 X 0 0 0 JOHN TAYLOR DIRECTOR 1.00 X 0 0 0 DARYL BERT DIRECTOR 1.00 X 0 0 0 CAROL FENN DIRECTOR 1.00 X 0 0 0 REVLAN HILL DIRECTOR 1.00 X 0 0 0 MARSHALL KISER DIRECTOR 1.00 X 0 0 0 SCOTT KIZNER DIRECTOR 1.00 X 0 0 0 ROD LITTLE DIRECTOR 1.00 X 0 0 0 JIMMIE RITCHIE DIRECTOR 1.00 X 0 0 0 SUSAN STEELE-WARD DIRECTOR 1.00 X 0 0 0 THOMAS BATCHELOR DIRECTOR 1.00 X 0 0 0 LAURA TONI-HOLSINGER EXECUTIVE DIRECTOR 40.00 X 64709 0 0 64709 0 0 0 0 0 0 0 1032652 34383 1032652 25696 25696 OTHER INCOME 900099 323 323 323 1058671 323 0 25696 818150 818150 76617 30708 27245 18664 107040 19229 42834 44977 1881 98 801 982 13811 3725 5276 4810 35275 1041 34234 16504 16504 206 206 52061 19529 3329 29203 14893 1745 8074 5074 4553 1228 1739 1586 12091 3261 4619 4211 789 6 584 199 1145 656 449 40 11594 11594 993 268 379 346 4811 1297 1838 1676 SMART BEGINNINGS EXPENS 21066 21066 SPECIAL PROJECTS 9604 9604 GENERAL SUPPLIES 3080 3080 DUES AND MEMBERSHIPS 1364 1364 1354 1354 1208882 931611 165297 111974 14201 14255 541527 288384 454789 480339 1564 0 2302 2133 37929 29450 4262 8479 1141 1269 1270657 1346050 2290443 2140909 3652 6933 150384 112987 681504 681504 835540 801424 X 1451762 1335221 3141 4264 1454903 1339485 2290443 2140909 X -150211 66908 -32115 X 0 1 X 1 0 X 1128622 1110736 1259179 1258348 1032653 5789538 1128622 1110736 1259179 1258348 1032653 5789538 220553 5568985 25088 29818 30510 27086 25696 138198 5927736 24061 0.93950 0.95430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 37929 29450 8479 8479 COMMUNITY FOUNDATION INVESTMENT 1346050 F 1346050 BOARD DESIGNATED ALLOCATIONS 681504 681504 1124635 66908 165861 232769 891866 16504 150301 166805 1058671 1240048 165861 165861 1074187 16504 118191 134695 1208882 PART IV, LINE 2B: AT TIMES, THE UNITED WAY ACTS AS AN AGENT BY ADMINISTERING, COLLECTING, AND DISTRIBUTING FUNDS FOR OTHER NONPROFIT ORGANIZATIONS. AMOUNTS RECEIVED ARE NOT INCOME OF THE UNITED WAY AND THEREFORE ARE RECORDED AS ASSETS WITH AN APPROPRIATE OFFSETTING LIABILITY. CAMPAIGN CONTRIBUTIONS DESIGNATED FOR SPECIFIC PARTNER AND NON-PARTNER AGENCIES ARE ALSO ACCOUNTED FOR AS AGENCY FUNDS AND INCLUDED IN CUSTODIAL LIABILITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: PASSTHROUGH GRANTS TREATED AS AGENCY FUNDS IN FINANCIAL STATEMENTS 96,496. OTHER PROGRAM ACTIVITY NETTED ON FINANCIAL STATEMENTS 21,690. LOSSES ON UNCOLLECTIBLE PLEDGES 32,115. PART XII, LINE 4B - OTHER ADJUSTMENTS: PASSTHROUGH GRANTS TREATED AS AGENCY FUNDS IN FINANCIAL STATEMENTS 96,496. OTHER PROGRAM ACTIVITY NETTED ON FINANCIAL STATEMENTS 21,690. ROUNDING 5. 1 AUTUMN VALLEY GUARDIANSHIP PO BOX 355 ELKTON VA 22827 261822575 501(C)3 6730 CASH PROGRAM SUPPORT BIG BROTHERSBIG SISTERS PO BOX 81 HARRISONBURG VA 22801 540209104 501(C)3 81613 CASH PROGRAM SUPPORT BLUE RIDGE LEGAL SERVICES PO BOX 551 HARRISONBURG VA 22801 541048944 501(C)3 50953 CASH PROGRAM SUPPORT JMU-CAREGIVERS COMMUNITY NETWORK MSC 9014 HARRISONBURG VA 22807 237156305 501(C)3 12553 CASH PROGRAM SUPPORT CENTER FOR MARRIAGE & FAMILY COUNSELING 96 CAMPBELL ST HARRISONBURG VA 22801 540914625 501(C)3 13472 CASH PROGRAM SUPPORT SENTARA RMH MEDICAL CENTER 2010 HEALTH CAMPUS DR HARRISONBURG VA 22801 540506331 501(C)3 24026 CASH PROGRAM SUPPORT COLLINS CENTER 165 S MAIN ST HARRISONBURG VA 22801 541478133 501(C)3 42242 CASH PROGRAM SUPPORT FAIRFIELD CENTER 165 S MAIN ST HARRISONBURG VA 22801 541190896 501(C)3 21014 CASH PROGRAM SUPPORT ELKTON AREA UNITED SERVICES PO BOX 383 ELKTON VA 22827 541020432 501(C)3 29100 CASH PROGRAM SUPPORT FIRST STEP 129 FRANKLIN ST HARRISONBURG VA 22801 510243177 501(C)3 38253 CASH PROGRAM SUPPORT FRIENDSHIP INDUSTRIES 801 FRIENDSHIP DR HARRISONBURG VA 22802 546073412 501(C)3 23682 CASH PROGRAM SUPPORT GENERATIONS CROSSING PO BOX 1452 HARRISONBURG VA 22803 542061192 501(C)3 27986 CASH PROGRAM SUPPORT HARRISONBURG ROCKINGHAM CHILD DAY CARE CENTER PO BOX 344 HARRISONBURG VA 22803 237073271 501(C)3 39028 CASH PROGRAM SUPPORT HARRISONBURG ROCKINGHAM FREE CLINIC 25 W WATER ST HARRISONBURG VA 22801 541568909 501(C)3 28518 CASH PROGRAM SUPPORT SENTARA RMH-HAND IN HAND RESOURCE MOTHERS 235 CANTRELL AVE HARRISONBURG VA 22801 540506331 501(C)3 24728 CASH PROGRAM SUPPORT JMU-BLUE RIDGE AREA HEALTH EDUC CTR 601 UNIVERSITY BLVD MSC 9009 HARRISONBURG VA 22807 237156305 501(C)3 9000 CASH PROGRAM SUPPORT MERCY HOUSE PO BOX 1478 HARRISONBURG VA 22803 541476187 501(C)3 37708 CASH PROGRAM SUPPORT NEW BRIDGES IMMIGRANT RESOURCE CENTER 70 S HIGH ST HARRISONBURG VA 22801 542009833 501(C)3 21080 CASH PROGRAM SUPPORT OFFICE ON CHILDREN AND YOUTH PO BOX 1753 HARRISONBURG VA 22803 541920421 501(C)3 19509 CASH PROGRAM SUPPORT OUR COMMUNITY PLACE 17 E JOHNSON HARRISONBURG VA 22802 541835664 501(C)3 13388 CASH PROGRAM SUPPORT PLAINS AREA DAYCARE CENTER PO BOX 523 BROADWAY VA 22815 237482824 501(C)3 50653 CASH PROGRAM SUPPORT REBUILDING TOGETHER PO BOX 2301 HARRISONBURG VA 22803 542010385 501(C)3 6533 CASH PROGRAM SUPPORT ROBERTA WEBB CHILD CARE CENTER 400 KELLY ST HARRISONBURG VA 22802 541700223 501(C)3 48966 CASH PROGRAM SUPPORT SECOND HOME 281 E MARKET ST HARRISONBURG VA 22801 541487268 501(C)3 19630 CASH PROGRAM SUPPORT SKYLINE LITERACY COALITION PO BOX 9 DAYTON VA 22821 541589682 501(C)3 21787 CASH PROGRAM SUPPORT THE ARC OF HARRISONBURGROCKINGHAM 620 SIMMS AVE HARRISONBURG VA 22802 540995095 501(C)3 8872 CASH PROGRAM SUPPORT VALLEY PROGRAM FOR AGING SERVICES PO BOX 817 WAYNESBORO VA 22980 540958526 501(C)3 17902 CASH PROGRAM SUPPORT WAY TO GO INC 3142 LANIER LN MASSANUTTEN VA 22840 611487268 501(C)3 14049 CASH PROGRAM SUPPORT HARRISONBURG EDUCATION FOUNDATION 1 COURT SQUARE HARRISONBURG VA 22801 541746901 501(C)3 14547 CASH PROGRAM SUPPORT BOYS AND GIRLS CLUB OF HARRISONBURG ROCKINGHAM PO BOX 1223 HARRISONBURG VA 22803 541652418 501(C)3 24536 CASH PROGRAM SUPPORT PART I, LINE 2: UNITED WAY REQUIRES COMMUNITY PARTNERS RECEIVING GRANTS TO REPORT ON PRIOR PROGRAM SUCCESS DURING THE APPLICATION PROCESS. COMMUNITY PARTNERS MUST DEMONSTRATE WHAT THE GRANT "PURCHASED" IN TERMS OF IMPACT ON THE CLIENT POPULATION. FOR EXAMPLE, A YOUTH MENTORING PROGRAM WILL REPORT ON THE NUMBER OF MATCHES MADE BETWEEN THE ADULT MENTOR AND AN AT-RISK YOUTH. IN ADDITION, THEY WILL REPORT ON HOW THE YOUTH IMPROVED ACADEMICALLY AND SOCIALLY USING KEY INDICATORS OF CHANGE. ALL COMMUNITY PARTNERS MUST BE CERTIFIED EVERY TWO YEARS BY UNITED WAY AS MEETING STANDARDS OF EXCELLENCE IN NONPROFIT MANAGEMENT. X 7 9629 DONOR'S COST X TOYS 2 10899 DONOR'S COST X JEWELRY 2 9200 DONOR'S COST X PRINTING 2 2793 DONOR'S COST X MISCELLANEOUS 18 1863 DONOR'S COST 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS FIRST CIRCULATED TO THE FINANCE COMMITTEE OF THE BOARD WHERE IT IS REVIEWED AND APPROVED. THE FORM 990 IS THEN MADE AVAILABLE TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW. THE BOARD WILL VOTE TO APPROVE THE FORM 990 AT A REGULARLY SCHEDULED MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND APPROVED BY THE BOARD AT LEAST EVERY THREE YEARS. BOARD MEMBERS ARE ASKED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY TO DISCLOSE REAL OR POTENTIAL CONFLICTS. THE BOARD MEMBERS ARE ALSO ASKED TO DISCLOSE ANY CONFLICTS DURING BOARD DISCUSSIONS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS IS RESPONSIBLE FOR DETERMINING THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE VICE PRESIDENT OF HUMAN RESOURCES AND THE PRESIDENT OF THE BOARD OF DIRECTORS CONDUCT AN ANNUAL PERFORMANCE EVALUATION AND COMPENSATION REVIEW. THE REVIEW INCLUDES INPUT FROM BOARD MEMBERS, THE ORGANIZATION'S VOLUNTEERS AND UNITED WAY AGENCY DIRECTORS. UNITED WAY WORLDWIDE PROVIDES DATA ON SALARY AND COMPENSATION PACKAGES FOR EXECUTIVE DIRECTORS IN COMPARABLE ORGANIZATIONS. THE VICE PRESIDENT OF HUMAN RESOURCES MAKES A RECOMMENDATION TO THE FULL BOARD OF DIRECTORS TO APPROVE THE RESULTS OF THE ANNUAL PERFORMANCE REVIEW AND ANY CORRESPONDING CHANGES IN COMPENSATION FOR THE EXECUTIVE DIRECTOR. 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. A COPY OF THE FORM 990 IS ALSO AVAILABLE TO THE PUBLIC ON PUBLIC WEBSITES SUCH AS GUIDESTAR AT WWW.GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: LOSSES FROM UNCOLLECTIBLE PLEDGES -32,115.