UNITED WAY OF HARRISONBURG & ROCKINGHAM COUNTY INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF HARRISONBURG & ROCKINGHAM COUNTY INC (EIN 54-0632716)
- Tax period
- 2013-05-01 to 2014-04-30
- Filed
- 2014-12-12
- IRS object ID
- 201403469349300430
- Schema version
- 2013v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-12-12T14:45:31-06:00 | ReturnTs |
| Tax Period End | 2014-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540504608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN EDWARDS & COMPANY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 124 NEWMAN AVENUE | AddressLine1 |
| City | HARRISONBURG | City |
| State | VA | State |
| ZIP Code | 22801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540632716 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF HARRISONBURG-ROCKINGHAM COUNTY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5404346639 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 CHESAPEAKE AVENUE | AddressLine1 |
| City | HARRISONBURG | City |
| State | VA | State |
| ZIP Code | 22801 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARY HEVENER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5404346639 | PhoneNum |
| Signature | 2014-12-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES R FRIES | PreparerPersonNm |
| PTIN | P01320612 | PTIN |
| Phone | 5404346736 | PhoneNum |
| Preparation | 2014-12-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CARY HEVENER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 CHESAPEAKE AVENUE | AddressLine1 |
| City | HARRISONBURG | City |
| State | VA | State |
| ZIP Code | 22801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,287,539 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UWHR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION IS TO IMPROVE LIVES BY MOBILIZING THE COMMUNITY TO CREATE LASTING CHANGES IN CONDITIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 848 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,259,179 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,258,348 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $43,204 | PYInvestmentIncomeAmt |
| CY Investment Income | $27,086 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,890 | PYOtherRevenueAmt |
| CY Other Revenue | $2,105 | CYOtherRevenueAmt |
| PY Total Revenue | $1,309,273 | PYTotalRevenueAmt |
| CY Total Revenue | $1,287,539 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $820,235 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $824,794 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $176,771 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $205,250 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $88,366 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $261,273 | PYOtherExpensesAmt |
| CY Other Expenses | $250,976 | CYOtherExpensesAmt |
| PY Total Expenses | $1,258,279 | PYTotalExpensesAmt |
| CY Total Expenses | $1,281,020 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $50,994 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,519 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,255,231 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,290,443 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $866,972 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $835,540 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,388,259 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,454,903 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO IMPROVE LIVES BY MOBILIZING OUR COMMUNITY TO CREATE LASTING CHANGES IN CONDITIONS. OUR VISION IS TO BE THE PREMIER COMMUNITY IMPACT LEADER BY ENGAGING PARTNERS TO ACHIEVE SOLUTIONS THAT MATTER. OUR STRATEGY IS TO MEET THE GREATEST NEEDS OF THE MOST VULNERABLE PERSONS BY ASSESSING NEEDS, SETTING PRIORITIES, BRINGING TOGETHER RESOURCES, AND MEASURING RESULTS. UNITED WAY OF HARRISONBURG AND ROCKINGHAM COUNTY ADVANCES THE COMMON GOOD OF OUR COMMUNITY BY CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL. OUR FOCUS IS ON EDUCATION, INCOME AND HEALTH - THE BUILDING BLOCKS FOR A GOOD QUALITY OF LIFE. WE RECRUIT 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,051,676 | ExpenseAmt |
| Grant | $824,794 | GrantAmt |
| Revenue | $2,105 | RevenueAmt |
| Desc | ACCOMPLISHMENTS IN THE FISCAL YEAR ENDING APRIL 30, 2014 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 150 LOCAL BUSINESSES AND 5,481 INDIVIDUALS CONTRIBUTE TO THE ANNUAL FUND. DONORS CONTRIBUTING $500 OR GREATER ARE MEMBERS OF THE SKYLINE LEADERSHIP SOCIETY.2. INVESTING THESE RESOURCES INTO SPECIFIC COMMUNITY IMPACT AREAS WHERE THE GREATEST IMPACT CAN BE MADE. GRANTS WERE DISTRIBUTED TO 34 LOCAL, CERTIFIED NONPROFIT AGENCIES IN FOUR IMPACT AREAS WITH THE FOLLOWING GOALS: - EDUCATION: CHILDREN START SCHOOL READY TO LEARN; STUDENTS SUCCEED IN SCHOOL AND ARE PREPARED FOR COLLEGE AND WORK.- INCOME: EVERYONE HAS OPPORTUNITIES TO BE FINANCIALLY STABLE AND INDEPENDENT.- HEALTH: PEOPLE ARE PHYSICALLY, MENTALLY AND EMOTIONALLY HEALTHIER.3. MEASURING THE OUTCOMES OF UNITED WAY INVESTMENTS IN EACH PROGRAM WITH RESULTS SUCH AS UNITED WAY:- PROVIDED 6,415 DAYS OF CHILDCARE FOR LOW-INCOME WORKING FAMILIES- EMPOWERED 302 YOUTH FOR SUCCESS IN SCHOOL- EQUIPPED 313 PARENTS TO STRENGTHEN THEIR FAMILIES- PROVIDED 1,018 NIGHTS OF EMERGENCY SHELTER- PROVIDED 1,271 PERSONS WITH EMERGENCY FOOD, SHELTER AND CLOTHING- EQUIPPED 636 PERSONS FOR FINANCIAL STABILITY- DELIVERED HEALTH AND MENTAL HEALTH SERVICES TO 360 PERSONS- DELIVERED CRITICAL SUPPORT SERVICES TO 372 OLDER ADULTS AND THEIR CAREGIVERS 4. ENGAGING THE BUSINESS COMMUNITY THROUGH OUR CORPORATE VOLUNTEER COUNCIL WHICH INVOLVES EMPLOYEES OF OVER 25 LOCAL BUSINESSES AND INSTITUTIONS IN YEAR ROUND VOLUNTEERISM. THE CORPORATE VOLUNTEER COUNCIL SPONSORED THE FOLLOWING ACTIVITIES THIS PAST YEAR AND INVOLVED OVER 100 VOLUNTEERS:- PROVIDED THANKSGIVING DINNER BOXES FOR FAMILIES IN THE ELKTON AREA. MILLERCOORS DONATED THE TURKEYS.- FILLED AND DELIVERED 350 HOLIDAY GIFT BAGS FOR HOMEBOUND SENIOR ADULTS.5. FULL IMPLEMENTATION AND UTILIZATION OF "GET CONNECTED", A VOLUNTEER SOFTWARE ON OUR UNITED WAY WEBSITE THAT MATCHES VOLUNTEERS WITH LOCAL VOLUNTEER OPPORTUNITIES. NONPROFIT ORGANIZATIONS ARE ABLE TO POST VOLUNTEER NEEDS, EVENTS, TRAINING SESSIONS AND IN-KIND GIFT DESIRES ON "GET CONNECTED". COMMUNITY MEMBERS ARE ABLE TO SELECT WAYS THEY WOULD LIKE TO CONNECT AND MAKE A DIFFERENCE. UNITED WAY HAS UTILIZED "GET CONNECTED" FOR EVENT MANAGEMENT FOR DAY OF CARING AND STUFF THE BUS. 6. LAUNCHED "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. THE INITIATIVE FOCUSES ITS STRATEGIES IN THREE KEY AREAS: SCHOOL READINESS, SCHOOL ATTENDANCE AND SUMMER LEARNING. AS PART OF OUR 2013 CAMPAIGN KICKOFF, WE HELD A "WE READ TO SUCCEED" BOOK DRIVE AND COLLECTED MORE THAN 1,700 BOOKS FROM MULTIPLE BUSINESS AND COMMUNITY PARTNERS.7. MOBILIZING A TOTAL OF 883 VOLUNTEERS WHO CONTRIBUTED 9,694 HOURS OF SERVICE TO THE COMMUNITY THROUGH UNITED WAY, FOR A VALUE OF $214,625.8. HOLDING THE ANNUAL DAY OF CARING IN WHICH 275 VOLUNTEERS WORKED WITH COMMUNITY PARTNERS TO MAKE RENOVATIONS ON FACILITIES, COMPLETE LANDSCAPING PROJECTS, PREPARE MEALS AND HELP WITH CLIENTS.9. COLLABORATING WITH JAMES MADISON UNIVERSITY TO HOLD THE SECOND JMU DAY OF SERVICE IN MARCH 2014 IN WHICH 55 FACULTY, STAFF AND STUDENTS WORKED WITH THREE DIFFERENT UNITED WAY AGENCIES AND WELL AS STUDENT UNITED WAY TO COMPLETE SERVICE PROJECTS. THE EVENT HAS BECOME AN ANNUAL DAY OF SERVICE FOR STUDENTS AND FACULTY. 10. SPONSORING THE JMU STUDENT UNITED WAY ORGANIZATION AT JAMES MADISON UNIVERSITY, THE FIRST STUDENT UNITED WAY IN THE COMMONWEALTH OF VIRGINIA. THE CLUB PARTICIPATED IN ACTIVITIES RELATED TO THE MISSION OF UNITED WAY INCLUDING HOSTING A DIAPER DRIVE AS WELL AS AN EASTER EGG HUNT FOR AREA HOMELESS CHILDREN AND THEIR FAMILIES. 11. CONDUCTED THE 9TH 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. | Desc |
| Total Program Service Expenses | $1,051,676 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5404346639 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 CHESAPEAKE AVENUE | AddressLine1 |
| City | HARRISONBURG | City |
| State | VA | State |
| ZIP Code | 22801 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JIM SHAEFFER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM DELUCAS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL FENN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIMMIE RITCHIE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROD LITTLE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRED FOX | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARSHALL KISER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT KIZNER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DARYL BERT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICK HAUSHALTER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN STEELE-WARD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REVLAN HILL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALAN SHELTON | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANNE LEWIS | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CARY HEVENER | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CAROLINE HEWITT | ||||||
| VP PERSONNEL & COMPENSATION | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN TAYLOR | ||||||
| VP COMMUNITY IMPACT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TOM MENDEZ | ||||||
| VP RESOURCE DEVELOPMENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BILL BAYER | ||||||
| VP STRATEGIC PLANNING | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BETSY HAY | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $66,456 | $0 | $7,420 | Yes (X) | |
| LAURA TONI-HOLSINGER | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $66,456 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $7,420 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,258,348 | AllOtherContributionsAmt |
| Noncash Contributions | $52,458 | NoncashContributionsAmt |
| Total Contributions | $1,258,348 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,086 | TotalRevenueColumnAmt |
| Exclusion | $27,086 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,105 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,105 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,105 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,287,539 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,105 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $27,086 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $824,794 | TotalAmt |
| Program Services | $824,794 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,180 | TotalAmt |
| Program Services | $44,850 | ProgramServicesAmt |
| Management And General | $16,201 | ManagementAndGeneralAmt |
| Fundraising | $10,129 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,411 | TotalAmt |
| Program Services | $36,067 | ProgramServicesAmt |
| Management And General | $40,505 | ManagementAndGeneralAmt |
| Fundraising | $39,839 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,642 | TotalAmt |
| Program Services | $665 | ProgramServicesAmt |
| Management And General | $1,441 | ManagementAndGeneralAmt |
| Fundraising | $1,536 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,017 | TotalAmt |
| Program Services | $5,980 | ProgramServicesAmt |
| Management And General | $4,262 | ManagementAndGeneralAmt |
| Fundraising | $3,775 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,236 | TotalAmt |
| Program Services | $4,236 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,025 | TotalAmt |
| Program Services | $1,728 | ProgramServicesAmt |
| Management And General | $31,297 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,858 | TotalAmt |
| Management And General | $12,858 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $751 | TotalAmt |
| Fundraising | $751 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,203 | TotalAmt |
| Program Services | $10,179 | ProgramServicesAmt |
| Management And General | $2,131 | ManagementAndGeneralAmt |
| Fundraising | $18,893 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,594 | TotalAmt |
| Program Services | $3,308 | ProgramServicesAmt |
| Management And General | $7,159 | ManagementAndGeneralAmt |
| Fundraising | $7,127 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,660 | TotalAmt |
| Program Services | $1,561 | ProgramServicesAmt |
| Management And General | $1,113 | ManagementAndGeneralAmt |
| Fundraising | $986 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,582 | TotalAmt |
| Program Services | $4,941 | ProgramServicesAmt |
| Management And General | $3,522 | ManagementAndGeneralAmt |
| Fundraising | $3,119 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,181 | TotalAmt |
| Management And General | $619 | ManagementAndGeneralAmt |
| Fundraising | $562 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,064 | TotalAmt |
| Program Services | $9 | ProgramServicesAmt |
| Management And General | $2,021 | ManagementAndGeneralAmt |
| Fundraising | $34 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,225 | TotalAmt |
| Management And General | $11,225 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,470 | TotalAmt |
| Program Services | $627 | ProgramServicesAmt |
| Management And General | $447 | ManagementAndGeneralAmt |
| Fundraising | $396 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,526 | TotalAmt |
| Program Services | $1,931 | ProgramServicesAmt |
| Management And General | $1,376 | ManagementAndGeneralAmt |
| Fundraising | $1,219 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SMART BEGINNINGS EXPENS | $60,802 | $60,802 | |
| SPECIAL PROJECTS | $48,709 | $48,709 | |
| RECRUITING | $1,735 | $1,735 | |
| EMPLOYEE APPRECIATION | $1,556 | $1,556 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,799 | TotalAmt |
| Program Services | $1,289 | ProgramServicesAmt |
| Management And General | $1,510 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,281,020 | TotalAmt |
| Program Services | $1,051,676 | ProgramServicesAmt |
| Management And General | $140,978 | ManagementAndGeneralAmt |
| Fundraising | $88,366 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,432 | BOYAmt |
| EOY | $14,201 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,904 | BOYAmt |
| EOY | $541,527 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $455,188 | BOYAmt |
| EOY | $454,789 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,488 | BOYAmt |
| EOY | $1,564 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,301 | BOYAmt |
| EOY | $2,302 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $53,332 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $49,070 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,682 | BOYAmt |
| EOY | $4,262 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $997 | BOYAmt |
| EOY | $1,141 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,172,239 | BOYAmt |
| EOY | $1,270,657 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,255,231 | BOYAmt |
| EOY | $2,290,443 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,446 | BOYAmt |
| EOY | $3,652 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,603 | BOYAmt |
| EOY | $150,384 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $704,923 | BOYAmt |
| EOY | $681,504 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $866,972 | BOYAmt |
| EOY | $835,540 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,382,962 | BOYAmt |
| EOY | $1,451,762 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,297 | BOYAmt |
| EOY | $3,141 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,388,259 | BOYAmt |
| EOY | $1,454,903 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,255,231 | BOYAmt |
| EOY | $2,290,443 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,519 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $92,960 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$32,835 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $1,146,176 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,128,622 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,110,736 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,259,179 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,258,348 | CurrentTaxYearAmt |
| Total | $5,903,061 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,146,176 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,128,622 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,110,736 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,259,179 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,258,348 | CurrentTaxYearAmt |
| Total | $5,903,061 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $129,742 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,773,319 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,088 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,818 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,510 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,086 | CurrentTaxYearAmt |
| Total | $146,422 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,049,483 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $23,738 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95430 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97030 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,332 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,070 | DepreciationAmt |
| Book Value | $4,262 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,262 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMUNITY FOUNDATION INVESTMENT | Desc |
| Book Value | $1,270,657 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,270,657 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOARD DESIGNATED ALLOCATIONS | Desc |
| Amt | $681,504 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $681,504 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,226,077 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $92,960 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $57,825 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $150,785 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,075,292 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $12,858 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $199,389 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $212,247 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,287,539 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,159,433 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $57,825 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $57,825 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,101,608 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $12,858 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $166,554 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $179,412 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,281,020 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 105,295. OTHER PROGRAM ACTIVITY NETTED ON FINANCIAL STATEMENTS 61,259. LOSSES ON UNCOLLECTIBLE PLEDGES 32,835. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PASSTHROUGH GRANTS TREATED AS AGENCY FUNDS IN FINANCIAL STATEMENTS 105,295. OTHER PROGRAM ACTIVITY NETTED ON FINANCIAL STATEMENTS 61,259. ROUNDING |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (30 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AUTUMN VALLEY GUARDIANSHIP | ||||||||
| PO BOX 355 | ELKTON | VA | 22827 | 261822575 | 501(C)3 | $6,730 | CASH | PROGRAM SUPPORT |
| BIG BROTHERSBIG SISTERS | ||||||||
| PO BOX 81 | HARRISONBURG | VA | 22801 | 540209104 | 501(C)3 | $73,340 | CASH | PROGRAM SUPPORT |
| BLUE RIDGE LEGAL SERVICES | ||||||||
| PO BOX 551 | HARRISONBURG | VA | 22801 | 541048944 | 501(C)3 | $50,709 | CASH | PROGRAM SUPPORT |
| JMU-CAREGIVERS COMMUNITY NETWORK | ||||||||
| MSC 9014 | HARRISONBURG | VA | 22807 | 237156305 | 501(C)3 | $12,553 | CASH | PROGRAM SUPPORT |
| CENTER FOR MARRIAGE & FAMILY COUNSELING | ||||||||
| 96 CAMPBELL ST | HARRISONBURG | VA | 22801 | 540914625 | 501(C)3 | $13,839 | CASH | PROGRAM SUPPORT |
| SENTARA RMH MEDICAL CENTER | ||||||||
| 2010 HEALTH CAMPUS DR | HARRISONBURG | VA | 22801 | 540506331 | 501(C)3 | $24,119 | CASH | PROGRAM SUPPORT |
| COLLINS CENTER | ||||||||
| 165 S MAIN ST | HARRISONBURG | VA | 22801 | 541478133 | 501(C)3 | $43,156 | CASH | PROGRAM SUPPORT |
| FAIRFIELD CENTER | ||||||||
| 165 S MAIN ST | HARRISONBURG | VA | 22801 | 541190896 | 501(C)3 | $21,054 | CASH | PROGRAM SUPPORT |
| ELKTON AREA UNITED SERVICES | ||||||||
| PO BOX 383 | ELKTON | VA | 22827 | 541020432 | 501(C)3 | $28,432 | CASH | PROGRAM SUPPORT |
| FIRST STEP | ||||||||
| 129 FRANKLIN ST | HARRISONBURG | VA | 22801 | 510243177 | 501(C)3 | $37,851 | CASH | PROGRAM SUPPORT |
| FRIENDSHIP INDUSTRIES | ||||||||
| 801 FRIENDSHIP DR | HARRISONBURG | VA | 22802 | 546073412 | 501(C)3 | $23,711 | CASH | PROGRAM SUPPORT |
| GENERATIONS CROSSING | ||||||||
| PO BOX 1452 | HARRISONBURG | VA | 22803 | 542061192 | 501(C)3 | $28,333 | CASH | PROGRAM SUPPORT |
| HARRISONBURG ROCKINGHAM CHILD DAY CARE CENTER | ||||||||
| PO BOX 344 | HARRISONBURG | VA | 22803 | 237073271 | 501(C)3 | $38,995 | CASH | PROGRAM SUPPORT |
| HARRISONBURG ROCKINGHAM FREE CLINIC | ||||||||
| 25 W WATER ST | HARRISONBURG | VA | 22801 | 541568909 | 501(C)3 | $31,931 | CASH | PROGRAM SUPPORT |
| SENTARA RMH-HAND IN HAND RESOURCE MOTHERS | ||||||||
| 235 CANTRELL AVE | HARRISONBURG | VA | 22801 | 540506331 | 501(C)3 | $24,572 | CASH | PROGRAM SUPPORT |
| JMU-BLUE RIDGE AREA HEALTH EDUC CTR | ||||||||
| 601 UNIVERSITY BLVD MSC 9009 | HARRISONBURG | VA | 22807 | 237156305 | 501(C)3 | $9,000 | CASH | PROGRAM SUPPORT |
| MERCY HOUSE | ||||||||
| PO BOX 1478 | HARRISONBURG | VA | 22803 | 541476187 | 501(C)3 | $45,670 | CASH | PROGRAM SUPPORT |
| NEW BRIDGES IMMIGRANT RESOURCE CENTER | ||||||||
| 70 S HIGH ST | HARRISONBURG | VA | 22801 | 542009833 | 501(C)3 | $21,191 | CASH | PROGRAM SUPPORT |
| OFFICE ON CHILDREN AND YOUTH | ||||||||
| PO BOX 1753 | HARRISONBURG | VA | 22803 | 541920421 | 501(C)3 | $19,390 | CASH | PROGRAM SUPPORT |
| OUR COMMUNITY PLACE | ||||||||
| 17 E JOHNSON | HARRISONBURG | VA | 22802 | 541835664 | 501(C)3 | $13,070 | CASH | PROGRAM SUPPORT |
| PLAINS AREA DAYCARE CENTER | ||||||||
| PO BOX 523 | BROADWAY | VA | 22815 | 237482824 | 501(C)3 | $49,818 | CASH | PROGRAM SUPPORT |
| REBUILDING TOGETHER | ||||||||
| PO BOX 2301 | HARRISONBURG | VA | 22803 | 542010385 | 501(C)3 | $6,963 | CASH | PROGRAM SUPPORT |
| ROBERTA WEBB CHILD CARE CENTER | ||||||||
| 400 KELLY ST | HARRISONBURG | VA | 22802 | 541700223 | 501(C)3 | $49,822 | CASH | PROGRAM SUPPORT |
| SECOND HOME | ||||||||
| 281 E MARKET ST | HARRISONBURG | VA | 22801 | 541487268 | 501(C)3 | $21,904 | CASH | PROGRAM SUPPORT |
| SKYLINE LITERACY COALITION | ||||||||
| PO BOX 9 | DAYTON | VA | 22821 | 541589682 | 501(C)3 | $20,746 | CASH | PROGRAM SUPPORT |
| THE ARC OF HARRISONBURGROCKINGHAM | ||||||||
| 620 SIMMS AVE | HARRISONBURG | VA | 22802 | 540995095 | 501(C)3 | $9,712 | CASH | PROGRAM SUPPORT |
| VALLEY PROGRAM FOR AGING SERVICES | ||||||||
| PO BOX 817 | WAYNESBORO | VA | 22980 | 540958526 | 501(C)3 | $18,456 | CASH | PROGRAM SUPPORT |
| WAY TO GO INC | ||||||||
| 3142 LANIER LN | MASSANUTTEN | VA | 22840 | 611487268 | 501(C)3 | $13,843 | CASH | PROGRAM SUPPORT |
| HARRISONBURG EDUCATION FOUNDATION | ||||||||
| 1 COURT SQUARE | HARRISONBURG | VA | 22801 | 541746901 | 501(C)3 | $14,500 | CASH | PROGRAM SUPPORT |
| BOYS AND GIRLS CLUB OF HARRISONBURG ROCKINGHAM | ||||||||
| PO BOX 1223 | HARRISONBURG | VA | 22803 | 541652418 | 501(C)3 | $22,073 | CASH | PROGRAM SUPPORT |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,690 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR'S COST | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SCHOOL SUPPLI | 2 | $39,708 | DONOR'S COST |
| Yes (X) | MISCELLANEOUS | 9 | $3,445 | DONOR'S COST |
| Yes (X) | PROJECT SUPPL | 1 | $615 | DONOR'S COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 -32,835. |
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