2015-11-16T10:46:17-06:00 2014-12-31 540617257 ANDERSON & REED LLP PO BOX 13885 ROANOKE VA 24038 990 2014-01-01 540535302 UNITED WAY OF ROANOKE VALLEY INC UNIT 5407774200 325 CAMPBELL AVE ROANOKE VA 24016 AFIRA DEVRIES PRESIDENT & CEO 5407774200 2015-11-16 1 J DAVID WRIGHT P00352105 5403444333 2014 2016-02-25 16:41:14Z AFIRA DEVRIES 325 CAMPBELL AVE ROANOKE VA 24016 5971299 0 X WWW.UWRV.ORG X 1924 VA TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF PEOPLE IN OUR COMMUNITY. UNITED WAY OF ROANOKE VALLEY SERVES PEOPLE IN THE CITIES OF ROANOKE AND SALEM, TOWN OF VINTON, AND THE COUNTIES OF BOTETOURT, CRAIG AND ROANOKE. 36 36 29 1600 0 0 6066149 5859581 0 0 53528 111718 0 0 6119677 5971299 4887304 4630046 0 0 837597 850120 0 0 434163 618720 691239 6343621 6171405 -223944 -200106 10865343 10244772 2204444 1792314 8660899 8452458 X TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF PEOPLE IN OUR COMMUNITY. UNITED WAY OF ROANOKE VALLEY SERVES PEOPLE IN THE CITIES OF ROANOKE AND SALEM, TOWN OF VINTON, AND THE COUNTIES OF BOTETOURT, CRAIG AND ROANOKE. 0 0 2913378 4630046 UWRV'S COMMUNITY IMPACT WORKUNITED WAY OF ROANOKE VALLEY IS A UNIQUE ASSET TO OUR COMMUNITY. UW ENGAGES LOCAL BUSINESSES, NONPROFITS AND INDIVIDUALS TO DETERMINE AND PRIORITIZE OUR REGION'S MOST PRESSING NEEDS. A COMMITTED NETWORK OF COMMUNITY VOLUNTEERS DETERMINES WHICH PROGRAMS MAKE THE BIGGEST DIFFERENCE IN ADDRESSING THESE NEEDS. FROM JULY 1, 2014 - JUNE 30, 2015, UNITED WAY OF ROANOKE VALLEY INVESTED OVER $3.1 MILLION IN IN QUALITY PROGRAMS, INITIATIVES AND SMALL GRANTS THAT MAKE A POSITIVE DIFFERENCE IN THE COMMUNITY. $2.88M OF FUNDING CAME FROM GIFTS TO THE COMMUNITY IMPACT FUND, AND OVER $290,000 CAME IN THE FORM OF GRANTS RAISED TO DIRECTLY SUPPORT UNITED WAY'S SIGNATURE INITIATIVES: SMART BEGINNINGS, BANK ON AND HEALTHY ROANOKE VALLEY. THESE INVESTMENTS TO BENEFIT THE COMMUNITY ADDRESSED THE FOLLOWING KEY PRIORITIES UNDER ITS IMPACT AREAS. EDUCATIONOUR INVESTMENTSIN 2014-2015 FY, UW MADE INVESTMENTS TOTALING $1,225,729 (37% OF TOTAL) IN 15 PROGRAMS AND INITIATIVES ADDRESSING THE FOLLOWING PRIORITY OUTCOMES IN EDUCATION: 1. PARENTS WITH YOUNG CHILDREN ACCESS AFFORDABLE QUALITY OUT-OF-HOME CARE AND EDUCATION 2. PARENTS BECOME MORE COMMITTED, CONFIDENT AND SKILLED IN HELPING THEIR CHILDREN BE PREPARED FOR SCHOOL. 3. STUDENTS ARE CONNECTED WITH HELP THAT THEY NEED TO STAY IN SCHOOL FUNDED PROGRAMS AND INITIATIVES - BIG BROTHERS BIG SISTERS OF SOUTHWEST VIRGINIA - COMMUNITY AND SITE-BASED MENTORING- BOYS & GIRLS CLUBS OF SOUTHWEST VIRGINIA - 9TH STREET BOYS & GIRLS CLUB- CHILD HEALTH INVESTMENT PARTNERSHIP (CHIP) OF ROANOKE VALLEY - FAMILY STRENGTHENING SERVICES- FAMILY SERVICE OF ROANOKE VALLEY - TEEN OUTREACH PROGRAM (TOP) PLUS- GIRL SCOUTS OF VIRGINIA SKYLINE COUNCIL - ROANOKE COMMUNITY OUTREACH PROGRAM- GREENVALE SCHOOL, INC. - QUALITY CHILD CARE PROGRAM- NORTHWEST CHILD DEVELOPMENT CENTER - CHILD CARE/ EDUCATION- ROANOKE VALLEY SPEECH AND HEARING CENTER, INC. - STRIVE: SPEECH AND HEARING SCREENINGS FOR ROANOKE EARLY LEARNERS IN PRESCHOOL - ROANOKE VALLEY SPEECH & HEARING CENTER- SMART BEGINNINGS GREATER ROANOKE - SCHOOL READINESS COLLABORATION - STUDENT UNITED WAY - UWRV EARLY CHILDHOOD DATA TRACKING PROJECT - TOTAL ACTION FOR PROGRESS - THIS VALLEY WORKS - CENTER FOR EDUCATIONAL OPPORTUNITIES - TOTAL ACTION FOR PROGRESS - AFRICAN AMERICAN CULTURE AND CONTEMPORARY ISSUES- TOTAL ACTION FOR PROGRESS - EARLY HEAD START EXPANSION GRANT MATCHING FUNDS - YMCA OF ROANOKE VALLEY, INC. - MAGIC PLACESAMPLE OUTCOMES FROM THE LAST 12 MONTHS- 1,954 YOUNG CHILDREN ACCESSED TO QUALITY CHILD CARE THROUGH SMART BEGINNINGS' IMPLEMENTATION OF THE VIRGINIA STAR QUALITY INITIATIVE WHICH WORKS ON QUALITY IMPROVEMENT EFFORTS WITH 27 PRESCHOOL AND CHILDCARE CENTERS IN THE ROANOKE VALLEY. 91% OF PRESCHOOLERS FROM QUALITY SITES ENTERED KINDERGARTEN IN THE CITY OF ROANOKE WITH THE SKILLS THEY NEEDED TO SUCCEED.- 1,199 STUDENTS TOOK ADVANTAGE OF UW-FUNDED EDUCATION PROGRAMS TO HELP STAY ON A PATH TO GRADUATION, COLLEGE AND CAREER. 99% OF STUDENTS WERE PROMOTED TO THE NEXT GRADE; 97% HS SENIORS GRADUATED ON TIME. INCOMEOUR INVESTMENTS- IN 2014-2015 FY, UW MADE INVESTMENTS TOTALING $875,200 (27% OF TOTAL) IN 21 PROGRAMS AND INITIATIVES ADDRESSING THE FOLLOWING PRIORITY OUTCOMES IN INCOME: 1. ACCESS TO EMPLOYMENT AND ECONOMIC OPPORTUNITIES 2. INCREASED ABILITY TO MANAGE PERSONAL FINANCES EFFECTIVELY 3. ACCESS TO SUPPORT SYSTEMS THAT HELP THEM BECOME MORE SELF-SUFFICIENT FUNDED PROGRAMS AND INITIATIVES - BANK ON ROANOKE VALLEY - FINANCIAL STABILITY PARTNERSHIP- BLUE RIDGE LEGAL SERVICES, INC. - LEGAL ASSISTANCE TO LOW-INCOME PERSONS IN CRISIS IN THE ROANOKE VALLEY- COMMONWEALTH CATHOLIC CHARITIES - COMMONWEALTH CATHOLIC CHARITIES, REFUGEE RESETTLEMENT- COUNCIL OF COMMUNITY SERVICES - 2-1-1 VIRGINIA SOUTHWEST REGION- COUNCIL OF COMMUNITY SERVICES - BLUE RIDGE COMMUNITY ASSISTANCE NETWORK - COMMUNITY HOUSING RESOURCE CENTER - SAFETY NET COLLABORATION- GOODWILL INDUSTRIES OF THE VALLEYS, INC. - ORGANIZATIONAL EMPLOYMENT- GOODWILL INDUSTRIES OF THE VALLEYS, INC. - REALITY CHECK PARTNERSHIP- GOODWILL INDUSTRIES OF THE VALLEYS, INC. - SUPPORTED EMPLOYMENT SERVICES- ROANOKE VALLEY CHAPTER AMERICAN RED CROSS - DISASTER RELIEF SERVICES - PREPAREDNESS, RESPONSE AND RECOVERY- TRUST HOUSE - FAMILY HOUSING PROGRAM- TRUST/BETHANY HALL - MERGER FACILITATION GRANT- THE SALVATION ARMY - RED SHIELD LODGE EMERGENCY SHELTER & TRANSITIONAL HOUSING PROGRAM- TOTAL ACTION FOR PROGRESS - BUSINESS SEED, INC.- TOTAL ACTION FOR PROGRESS - EMERGENCY HOME REPAIR PROGRAM- TOTAL ACTION FOR PROGRESS - HOUSING COUNSELING- TOTAL ACTION FOR PROGRESS - INDIVIDUAL DEVELOPMENT ACCOUNT (IDA) PARTNERSHIP- TOTAL ACTION FOR PROGRESS - TAX CLINIC- TOTAL ACTION FOR PROGRESS - THIS VALLEY WORKS' CENTER FOR EMPLOYMENT TRAINING (CET)- TOTAL ACTION FOR PROGRESS - VIRGINIA CARES (COMMUNITY ACTION RE-ENTRY SYSTEM) SAMPLE OUTCOMES FROM THE LAST 12 MONTHS- 2,044 INDIVIDUALS UTILIZED UW-FUNDED PROGRAMS, 72% OF INDIVIDUALS GAINED EMPLOYMENT AND ARE ON THE ROAD TO FINANCIAL STABILITY. - 427 INDIVIDUALS TURNED TO UW-FUNDED PROGRAMS FOR RENT, MORTGAGE, UTILITY ASSISTANCE OR HOME REPAIRS. 77% AVERTED HOMELESSNESS AS A RESULT OF THE SHORT-TERM ASSISTANCE PROVIDED. - 3,405 YOUTH AND ADULTS INCREASE THEIR KNOWLEDGE OF FINANCIAL MANAGEMENT THROUGH VARIOUS EDUCATION OPPORTUNITIES SUPPORTED BY UW. - OVER 1,000 LOW/NO-COST BANK ACCOUNTS WERE OPENED THROUGH BANK ON ROANOKE VALLEY'S PARTNERSHIP WITH FINANCIAL INSTITUTIONS IN THE AREA. - UW-FUNDED PROGRAMS PROVIDED 583 INDIVIDUALS WITH A SAFE PLACE TO STAY DURING A CRISIS SITUATION. 34% OF CLIENTS WERE ABLE TO MOVE OUT OF THE SHELTER SETTING TO MORE PERMANENT HOUSING.HEALTH OUR INVESTMENTS- IN 2014-2015 FY, UW MADE INVESTMENTS TOTALING $1,169,230 (36% OF TOTAL) IN 25 PROGRAMS AND INITIATIVES ADDRESSING THE FOLLOWING PRIORITY OUTCOMES IN HEALTH: 1. PROVIDE OPPORTUNITIES TO PURSUE AND PROMOTE HEALTH AND WELLNESS 2. ACCESS TO AFFORDABLE HEALTHCARE AND AN ENVIRONMENT THAT PROMOTES HEALTH 3. ACCESS TO CRISIS AND INTERVENTION SERVICES NECESSARY FOR THEIR HEALTH AND WELLNESS FUNDED PROGRAMS AND INITIATIVES - ADULT CARE CENTER - ADULT DAY HEALTH SERVICES- BETHANY HALL - RESIDENTIAL PROGRAM- CARILION CLINIC - SCHOOL-BASED ADOLESCENT HEALTH CLINICS - CHILDREN'S TRUST FOUNDATION OF ROANOKE VALLEY - CHILDREN'S ADVOCACY CENTER- CHILDREN'S TRUST FOUNDATION OF ROANOKE VALLEY - CHILDREN FIRST CHILD ABUSE PREVENTION- CHIP (CHILD HEALTH INVESTMENT PARTNERSHIP) - CARE COORDINATION- FAMILY SERVICE OF ROANOKE VALLEY - ADULTS PLUS COUNSELING/CASE MANAGEMENT- FAMILY SERVICE OF ROANOKE VALLEY - TAKING ACTION TOGETHER- FAMILY SERVICE OF ROANOKE VALLEY - REINFORCING FAMILIES TOGETHER- FAMILY SERVICE OF ROANOKE VALLEY - COUNSELING- FAMILY SERVICE OF ROANOKE VALLEY - DOMESTIC VIOLENCE COUNSELING- FAMILYWIZE PARTNERSHIP - PRESCRIPTION DRUG DISCOUNT CARD- FEEDING AMERICA SWVA - FOOD DISTRIBUTION- FEEDING AMERICA SWVA - VEGGIE MOBILE- HEALTHY ROANOKE VALLEY - HEALTH AND WELLNESS COLLABORATIVE- LOA (LEAGUE OF OLDER AMERICANS) - MEALS-ON-WHEELS- MENTAL HEALTH AMERICA -MENTAL HEALTH EDUCATION AND ADVOCACY- MENTAL HEALTH AMERICA - COLLABORATIVE- MENTAL HEALTH AMERICA -FOCUS ON CHILDREN AND FAMILIES- NEW HORIZONS HEALTH CARE - COMMUNITY DENTAL CLINIC- PLANNED PARENTHOOD SYSTEMS - SEXUALITY AND REPRODUCTIVE HEALTH EDUCATION- PREVENTION COUNCIL OF ROANOKE COUNTY/RAYSAC - PREVENTION- SALVATION ARMY - TURNING POINT- TAP (TOTAL ACTION FOR PROGRESS) - DOMESTIC VIOLENCE SERVICES- TAP (TOTAL ACTION FOR PROGRESS) - AFFORDABLE OPTIONS FOR ORAL HEALTHSAMPLE OUTCOMES FROM THE LAST 12 MONTHS- 1928 INDIVIDUALS ACCESSED PREVENTIVE HEALTHCARE SERVICES THROUGH UW FUNDED PROGRAMS, INCLUDING ORAL HEALTH SERVICES FROM A NEWLY ESTABLISHED COMMUNITY DENTAL CLINIC. - 6,624 INDIVIDUALS BENEFITTED FROM UW SUPPORTED PROGRAMS PROVIDED HEALTH EDUCATION CLASSES AND INFORMATION, 93% DEMONSTRATED INCREASED KNOWLEDGE OF HOW TO MAKE BETTER LIFESTYLE CHOICES, COPE WITH MENTAL HEALTH SITUATIONS AND AVOID RISKY BEHAVIORS. - 965 ROANOKE VALLEY RESIDENTS WERE ABLE TO ACCESS AFFORDABLE MENTAL HEALTH SERVICES AND SUPPORT THROUGH UW, AS A RESULT 85% SHOWED IMPROVEMENTS IN ADDRESSING THEIR MENTAL HEALTH ISSUES. - FAMILYWIZE PRESCRIPTION DRUG DISCOUNT CARD PROVIDED ACCESS TO 65,816 PRESCRIPTIONS ESSENTIAL FOR MAINTAINING GOOD HEALTH FOR ROANOKE VALLEY RESIDENTS. SAVINGS FOR THE CALENDAR YEAR TOTALED $1,111,451, AND OVER $8.2M SINCE 2008. - OVER 50 ORGANIZATIONS IN THE COMMUNITY ARE WORKING TOGETHER AND ALIGNING EFFORTS TO ADDRESS PRIORITY HEALTH ISSUES IDENTIFIED IN THE 2012 COMMUNITY HEALTH NEEDS THROUGH HEALTHY ROANOKE VALLEY. 1716668 UNITED WAY OF ROANOKE VALLEY ALSO PROCESSES DIRECT DESIGNATIONS TO AGENCIES AS A SERVICE TO ITS DONORS. THESE ORGANIZATIONS MUST MEET MINIMUM STANDARDS SO UNITED WAY CAN ACCEPT FUNDS ON THEIR BEHALF. IN 2014, A TOTAL OF 340 AGENCIES RECEIVED DESIGNATIONS THROUGH UNITED WAY DONORS AMOUNTING TO $1,716,668. 625526 UNITED WAY RELIES ON THE SUPPORT OF THOUSANDS OF VOLUNTEERS TO LIVE UNITED IN THE ROANOKE VALLEY. VOLUNTEERS PARTICIPATE IN A VARIETY OF WAYS TO BRING LASTING CHANGE. AS PART OF OUR ANNUAL CAMPAIGN EFFORTS, MORE THAN A THOUSAND VOLUNTEERS WORK TOGETHER TO COORDINATE FUNDRAISING EFFORTS TO RAISE $5.4 MILLION FOR THE COMMUNITY THROUGH WORKPLACE CAMPAIGNS. UWRV ALSO GENERATED $294,000 IN GRANTS AND CORPORATE SPONSORSHIPS SUPPORTING ITS THREE INITIATIVES, SMART BEGINNINGS, BANK ON AND HEALTHY ROANOKE VALLEY. 1,462 VOLUNTEERS ARE MOBILIZED IN THE ROANOKE VALLEY TO RAISE FUNDS, MONITORING THE USE OF GRANT FUNDS INVESTED BY UNITED WAY IN LOCAL PROGRAMS, SERVE ON VARIOUS COMMITTEES AND WORK ON COMMUNITY VOLUNTEER PROJECTS. 5255572 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 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 22 0 29 1 0 0 0 0 0 0 0 0 0 0 X 36 36 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 5407774200 325 CAMPBELL AVE ROANOKE VA 24016 DEBBIE MEADE BOARD CHAIR 5.00 X X 0 0 0 ANGELA REYNOLDS TREASURER 1.00 X X 0 0 0 DR DANA ACKLEY BOARD MEMBER 1.00 X 0 0 0 DR RITA BISHOP BOARD MEMBER 1.00 X 0 0 0 SUSAN CAMPBELL BOARD MEMBER 1.00 X 0 0 0 HANS CARTENSEN III BOARD MEMBER 1.00 X 0 0 0 NICHOLAS CONTE BOARD MEMBER 1.00 X 0 0 0 MARK COOKE BOARD MEMBER 1.00 X 0 0 0 JOHN D'ORAZIO BOARD MEMBER 1.00 X 0 0 0 KERRY EDMONDS BOARD MEMBER 1.00 X 0 0 0 TRISTA FARRELL BOARD MEMBER 1.00 X 0 0 0 JEAN GLONTZ BOARD MEMBER 1.00 X 0 0 0 CLAY GOODMAN III BOARD MEMBER 1.00 X 0 0 0 KATHLEEN GUZI BOARD MEMBER 1.00 X 0 0 0 DR STEPHANIE HARPER BOARD MEMBER 1.00 X 0 0 0 KEVIN HOLT BOARD MEMBER 1.00 X 0 0 0 DR CYNDA JOHNSON BOARD MEMBER 1.00 X 0 0 0 JEFFREY MARKS BOARD MEMBER 1.00 X 0 0 0 JOSEPH JONES BOARD MEMBER 1.00 X 0 0 0 LORA KATZ BOARD MEMBER 1.00 X 0 0 0 DR LORRAINE LANGE BOARD MEMBER 1.00 X 0 0 0 MARK LAWRENCE BOARD MEMBER 1.00 X 0 0 0 MICHAELA MAGNUSON BOARD MEMBER 1.00 X 0 0 0 MICHAEL MAXEY BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER MORRILL BOARD MEMBER 1.00 X 0 0 0 MICHAEL QUINN BOARD MEMBER 1.00 X 0 0 0 DR CRAIG RAMEY BOARD MEMBER 1.00 X 0 0 0 CHARLES ROBBINS BOARD MEMBER 1.00 X 0 0 0 STEVE ROY BOARD MEMBER 1.00 X 0 0 0 CLARINE SPETZLER BOARD MEMBER 1.00 X 0 0 0 WAYNE STRICKLAND BOARD MEMBER 1.00 X 0 0 0 KERRI THRONTON BOARD MEMBER 1.00 X 0 0 0 GARY WALTON BOARD MEMBER 1.00 X 0 0 0 JOYCE WAUGH BOARD MEMBER 1.00 X 0 0 0 GRETCHEN WEINNIG BOARD MEMBER 1.00 X 0 0 0 KATHY BASKE YOUNG BOARD MEMBER 1.00 X 0 0 0 FRANK ROGAN PRESIDENT/CEO 55.00 X 130432 0 22718 ROGER KIENZLE VP OF FINANCE 40.00 X 63616 0 17391 194048 0 40109 1 0 1 0 0 5859581 5859581 111718 111718 5971299 0 0 111718 4630046 4630046 234157 79613 77272 77272 457890 107245 186700 163945 103474 24512 41985 36977 54599 14507 20999 19093 12040 12040 30547 4582 6109 19856 12071 1811 4828 5432 41740 6261 16696 18783 15394 2309 3079 10006 62000 62000 61873 9281 24749 27843 PROJECT FUNDING 364447 364447 REPAIRS & MAINTENANCE 40478 6072 16191 18215 CFC EXPENSES 18074 18074 PRINTING AND PUBLICATIO 18057 2709 3611 11737 14518 2177 5411 6930 6171405 5255572 481670 434163 3708864 3336123 3353494 3086556 1308997 601732 748507 707265 210127 224381 2844351 2890447 10865343 10244772 2204444 1792314 2204444 1792314 X 4273268 4267866 2466876 2283592 1920755 1901000 8660899 8452458 10865343 10244772 -200106 -8335 0 X X 0 1 X 1 0 X 6087468 6256933 6457240 6066149 5859581 30727371 6087468 6256933 6457240 6066149 5859581 30727371 1389449 29337922 132380 93513 110217 53528 111718 501356 31228727 0.93950 0.95080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1920755 -19755 1901000 1779752 141003 1920755 1403007 267778 108967 1779752 1512165 -109158 1403007 1441300 70865 1512165 1.00000 1 0 44500 44500 977035 459478 517557 287462 142254 145208 707265 OTHER CURRENT ASSETS 292167 ENDOWMENT FUND ASSETS 701096 BENEFICIAL INTEREST IN PERPETUAL TRUST 1897184 2890447 4246296 -8335 -8335 4254631 1716668 1716668 5971299 4454737 0 4454737 1716668 1716668 6171405 PART V, LINE 4: INCOME FROM THE ENDOWMENT FUNDS IS USED FOR CURRENT UNRESTRICTED ALLOCATIONS AND OPERATING EXPENSES. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS DESIGNATIONS PAID NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 1,716,668. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS DESIGNATIONS PAID NETTED AGAINST EXPENSES ON FINANCIAL STATEMENTS 1,716,668. 1 ADULT CARE CENTER OF ROANOKE VALLEY 541235000 501(C)(3) 103588 UNITED WAY ALLOCATION ALZHEIMER'S ASSOCIATION 521239518 501(C)(3) 20334 UNITED WAY ALLOCATION AMERICAN CANCER SOCIETY 580659875 501(C)(3) 48248 UNITED WAY ALLOCATION AMERICAN HEART ASSOC-MID ATLANTIC 135613797 501(C)(3) 9640 UNITED WAY ALLOCATION AMERICAN RED CROSS ROANOKE VALLEY CHAPTER 540538602 501(C)(3) 101295 UNITED WAY ALLOCATION APPLE RIDGE FARM INC 541409250 501(C)(3) 33964 UNITED WAY ALLOCATION BEDFORD CHRISTIAN MINISTRIES 521414405 501(C)(3) 5584 UNITED WAY ALLOCATION BETHANY HALL 541516806 501(C)(3) 97631 UNITED WAY ALLOCATION BIG BROTHERSBIG SISTERS 540837136 501(C)(3) 100649 UNITED WAY ALLOCATION BLUE RIDGE AUTISM & ACHIEVEMENT CENTER 540524904 501(C)(3) 13246 UNITED WAY ALLOCATION BLUE RIDGE LEGAL SERVICES 541048944 501(C)(3) 62625 UNITED WAY ALLOCATION BLUE RIDGE LITERACY 541377063 501(C)(3) 8304 UNITED WAY ALLOCATION BLUE RIDGE VOLUNTEER FIRE & RESCUE 546052214 501(C)(3) 14832 UNITED WAY ALLOCATION BOY SCOUTS OF AMERICA 540912706 501(C)(3) 41574 UNITED WAY ALLOCATION BOYS AND GIRLS CLUB 541867366 501(C)(3) 87517 UNITED WAY ALLOCATION BRADLEY FREE CLINIC 237380491 501(C)(3) 39894 UNITED WAY ALLOCATION CARILION CLINIC CHILDREN'S HOSPITAL 541190771 501(C)(3) 29081 UNITED WAY ALLOCATION CAVE SPRING RESCUE SQUAD 541553832 501(C)(3) 16364 UNITED WAY ALLOCATION CAVE SPRING VOLUNTEER FIRE CO #3 541030300 501(C)(3) 13504 UNITED WAY ALLOCATION CHILDREN'S TRUST 510235891 501(C)(3) 69116 UNITED WAY ALLOCATION CHIP 541566451 501(C)(3) 173299 UNITED WAY ALLOCATION COMMONWEALTH CATHOLIC CHARITIES 540505877 501(C)(3) 67786 UNITED WAY ALLOCATION COUNCIL OF COMMUNITY SERVICES 540718859 501(C)(3) 187828 UNITED WAY ALLOCATION CRAIG COUNTY NEW CASTLE 541726073 501(C)(3) 10026 UNITED WAY ALLOCATION DOWN SYNDROME ASSOCIATION 541598918 501(C)(3) 9395 UNITED WAY ALLOCATION FAMILY PROMISE 541868833 501(C)(3) 6069 UNITED WAY ALLOCATION FAMILY SERVICE 540505946 501(C)(3) 291678 UNITED WAY ALLOCATION FEEDING AMERICA SOUTHWEST VIRGINIA 541939556 501(C)(3) 166126 UNITED WAY ALLOCATION FINCASTLE RESQUE SQUAD 541480852 501(C)(3) 8066 UNITED WAY ALLOCATION FINCASTLE VOLUNTEER FIRE DEPT 541505382 501(C)(3) 9501 UNITED WAY ALLOCATION FLOYD COUNTY LIFE SAVING 510214107 501(C)(3) 9249 UNITED WAY ALLOCATION FORT LEWIS VOLUNTEER FIRE DEPT 541702225 501(C)(3) 9427 UNITED WAY ALLOCATION FRANKLIN COUNTY HUMANE SOCIETY INC 521256009 501(C)(3) 8156 UNITED WAY ALLOCATION FRANKLIN COUNTY RESCUE SQUAD 540899832 501(C)(3) 13592 UNITED WAY ALLOCATION FREE CLINIC OF THE NRV 510247098 501(C)(3) 5872 UNITED WAY ALLOCATION FREE CLINICFRANKLIN COUNTY 541634138 501(C)(3) 11740 UNITED WAY ALLOCATION GIRL SCOUTS OF VIRGINIA 540737207 501(C)(3) 27981 UNITED WAY ALLOCATION GOOD SAMARITAN HOSPICE INC 541608259 501(C)(3) 13111 UNITED WAY ALLOCATION GOODWILL INDUSTRIES 540884014 501(C)(3) 151885 UNITED WAY ALLOCATION GREENVALE SCHOOL INC 540525801 501(C)(3) 326001 UNITED WAY ALLOCATION HABITAT FOR HUMANITY 541375465 501(C)(3) 9111 UNITED WAY ALLOCATION HARDY LIFE SAVING AND RESCUE SQUAD 510168114 501(C)(3) 6244 UNITED WAY ALLOCATION HEALING STRIDES OF VA 541594325 501(C)(3) 7165 UNITED WAY ALLOCATION HOLLINS FIRE AND RESCUE SQUAD 510147786 501(C)(3) 10154 UNITED WAY ALLOCATION HOPE TREE FAMILY SERVICES 562607478 501(C)(3) 10159 UNITED WAY ALLOCATION HUMANE SOCIETY OF MONTGOMERY COUNTY 541131598 501(C)(3) 5015 UNITED WAY ALLOCATION JUVENILE DIABETES RESEARCH 231907729 501(C)(3) 12175 UNITED WAY ALLOCATION LOA-AREA AGENCY ON AGING 540916248 501(C)(3) 51915 UNITED WAY ALLOCATION LUTHERAN FAMILY SERVICES OF VA 541222012 501(C)(3) 5073 UNITED WAY ALLOCATION MARCH OF DIMES BIRTH DEFECTS FOUNDATION 131846366 501(C)(3) 6290 UNITED WAY ALLOCATION MASONIC HOME OF VIRGINIA 540541802 501(C)(3) 5254 UNITED WAY ALLOCATION MENTAL HEALTH AMERICA OF ROANOKE VALLEY 540703132 501(C)(3) 88483 UNITED WAY ALLOCATION MILITARY FAMILY SUPPORT CENTERS INC 202821271 501(C)(3) 14899 UNITED WAY ALLOCATION MONETA RESCUE SQUAD 541118203 501(C)(3) 5874 UNITED WAY ALLOCATION MONETA VOLUNTEER FIRE DEPT 541713196 501(C)(3) 5283 UNITED WAY ALLOCATION NATIONAL MULTIPLE SCLEROSIS 540834654 501(C)(3) 5431 UNITED WAY ALLOCATION NEW HORIZONS HEALTHCARE 541937835 501(C)(3) 39310 UNITED WAY ALLOCATION NORTHWEST CHILD DEVELOPMENT 541222444 501(C)(3) 91632 UNITED WAY ALLOCATION PLANNED PARENTHOOD HEALTH SYSTEMS 561282557 501(C)(3) 124620 UNITED WAY ALLOCATION PRESBYTERIAN COMMUNITY CENTER 541610899 501(C)(3) 9961 UNITED WAY ALLOCATION READ MOUNTAIN FIRE & RESCUE - CO 12 541601813 501(C)(3) 15937 UNITED WAY ALLOCATION ROANOKE AREA MINISTRIES 510198976 501(C)(3) 16695 UNITED WAY ALLOCATION ROANOKE COUNTY PUBLIC SCHOOLS EDUCATION FOUNDATION 541591193 501(C)(3) 7672 UNITED WAY ALLOCATION ROANOKE VALLEY SOCIETY FOR THE SPCA 540679796 501(C)(3) 69545 UNITED WAY ALLOCATION ROANOKE VALLEY SPEECH AND HEARING 540722391 501(C)(3) 34575 UNITED WAY ALLOCATION RONALD MCDONALD HOUSE 541244769 501(C)(3) 25296 UNITED WAY ALLOCATION SAINT FRANCIS OF ASSISI SERVICE DOG 541806879 501(C)(3) 37884 UNITED WAY ALLOCATION SCRUGGS VOLUNTEER FIRE & RESCUE 541253381 501(C)(3) 5039 UNITED WAY ALLOCATION STEWARTSVILLE CHAMBLISSBURG 510236368 501(C)(3) 7914 UNITED WAY ALLOCATION STEWARTSVILLE FIRST AID 510139731 501(C)(3) 7624 UNITED WAY ALLOCATION THE SALVATION ARMY INC 580660607 501(C)(3) 214225 UNITED WAY ALLOCATION TOTAL ACTION AGAINST POVERTY 546057095 501(C)(3) 386072 UNITED WAY ALLOCATION TRUST HOUSE 237064477 501(C)(3) 50060 UNITED WAY ALLOCATION TURNING POINT 580660607 501(C)(3) 47500 UNITED WAY ALLOCATION UNITED FUND OF GILES COUNTY INC 546060468 501(C)(3) 5098 UNITED WAY ALLOCATION UNITED STATES FUND FOR UNICEF 131760110 501(C)(3) 10000 UNITED WAY ALLOCATION UNITED WAY OF CENTRAL VIRGINIA 540505923 501(C)(3) 24159 UNITED WAY ALLOCATION UNITED WAY OF FRANKLIN COUNTY 541246961 501(C)(3) 34778 UNITED WAY ALLOCATION UNITED WAY OF GREENBRIER VALLEY 550665618 501(C)(3) 5502 UNITED WAY ALLOCATION UNITED WAY OF HENRY COUNTY 540753318 501(C)(3) 9750 UNITED WAY ALLOCATION UNITED WAY OF MONTGOMERY 540739250 501(C)(3) 35928 UNITED WAY ALLOCATION UNITED WAY OF ROCKBRIDGE 540506318 501(C)(3) 6949 UNITED WAY ALLOCATION UNITED WAY OF SOUTHERN WEST VIRGINIA 550562858 501(C)(3) 14612 UNITED WAY ALLOCATION VINTON FIRST AID CREW 541564322 501(C)(3) 14780 UNITED WAY ALLOCATION VIRGINIA SPECIAL OLYMPICS 541013637 501(C)(3) 6733 UNITED WAY ALLOCATION WEST END CENTER 541150320 501(C)(3) 19577 UNITED WAY ALLOCATION WOMEN'S RESOURCE CENTER OF NRV 541121334 501(C)(3) 6255 UNITED WAY ALLOCATION YMCA OF ROANOKE VALLEY 540515736 501(C)(3) 62861 UNITED WAY ALLOCATION PART I, LINE 2: UNITED WAY'S COMMUNITY INVESTMENT PROCESS IS THE ANNUAL REVIEW OF PROGRAM APPLICATIONS FROM PARTNER AGENCIES AND SUBSEQUENT FUNDING RECOMMENDATIONS. THIS PROCESS EMPHASIZES OUTCOME MEASUREMENT AND THE NEED TO TARGET RESOURCES TO MAKE A MEASURABLE IMPACT ON IMPORTANT COMMUNITY ISSUES. VOLUNTEERS ARE DIVIDED INTO GROUPS CALLED PROGRAM PANELS TO REVIEW A COMMON SET OF APPLICATIONS ORGANIZED UNDER IMPACT AREAS OF NEED. EACH PANEL REVIEWS THE PROGRAMS, ASSIGNS SCORES AND MAKES APPROPRIATE FUNDING RECOMMENDATIONS. A SEPARATE GROUP OF VOLUNTEERS COMPRISING THE ADMINISTRATIVE REVIEW PANEL GOES OVER THE FINANCIALS OF APPLICANT ORGANIZATIONS AND OTHER INFORMATION PERTAINING TO ADMINISTRATIVE AND OPERATIONAL STANDARDS. FINDINGS FROM BOTH THE PROGRAM AND FINANCIAL REVIEWS ARE CONSIDERED WHEN FORMING THE FINAL FUNDING RECOMMENDATION. THE COMMUNITY IMPACT COUNCIL MEETS TO RECONCILE ANY DIFFERENCES BETWEEN FUNDING RECOMMENDATIONS AND THE TOTAL AMOUNT OF FUNDS AVAILABLE TO INVEST. ONCE FUNDING RECOMMENDATIONS ARE FINALIZED, THE UNITED WAY BOARD OF DIRECTORS PROVIDES FINAL APPROVAL FOR FUNDING TO BEGIN JULY 1 AND CONCLUDE JUNE 30 OF THE FOLLOWING YEAR. IN ADDITION TO THE CI PROCESS, UNITED WAY ALSO CONSIDERS ONE-YEAR OUT-OF-CYCLE AND EMERGENCY FUNDING REQUESTS THROUGHOUT THE YEAR WHICH WAS FORMALIZED IN 2012. THESE GRANTS ARE REVIEWED BY AN AD HOC TEAM OF VOLUNTEERS THAT SCORES PROGRAMS AGAINST A SCORING CRITERIA SIMILAR TO THAT USED IN THE CI PROCESS AND MAKES APPROPRIATE FUNDING RECOMMENDATIONS. THESE RECOMMENDATIONS ARE APPROVED BY THE UNITED WAY BOARD OF DIRECTORS. X X 0 0 0 0 0 0 0 0 0 FRANK ROGAN PRESIDENT/CEO 130432 0 0 0 0 0 0 0 22718 0 153150 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 WAS EMAILED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST THAT HAVE ARISEN DURING THE YEAR ARE DISCLOSED AT THE MONTHLY BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 THE DETERMINATION OF THE CEO'S AND CFO'S COMPENSATION IS BASED ON THE FOLLOWING PROCESS: (1) THE UNITED WAY OF ROANOKE VALLEY'S PERSONNEL COMMITTEE, WHICH INCLUDES SELECT BOARD MEMBERS AND OTHER HUMAN RESOURCE PROFESSIONALS IN THE COMMUNITY, REVIEWS COMPENSATION RANGES FOR COMPARABLE POSITIONS AND RECOMMENDS SALARY RANGES TO UNITED WAY'S EXECUTIVE COMMITTEE. THIS IS REVIEWED BY THE EXECUTIVE COMMITTEE AND FINALIZED. 2) THE CEO CREATES AN ANNUAL WORK PLAN AND THAT PLAN IS REVIEWED AND EVALUATED PERIODICALLY BY THE BOARD CHAIR AND EXECUTIVE COMMITTEE. 3) THE BOARD CHAIR PERFORMS THE ANNUAL OFFICIAL EVALUATION WITH INPUT FROM THE EXECUTIVE COMMITTEE AND RECOMMENDS ADJUSTMENTS IN COMPENSATION TO THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.