2014-12-12T14:45:31-06:00 2014-04-30 540504608 BROWN EDWARDS & COMPANY LLP 124 NEWMAN AVENUE HARRISONBURG VA 22801 990 2013-05-01 540632716 UNITED WAY OF HARRISONBURG-ROCKINGHAM COUNTY INC UNIT 5404346639 420 CHESAPEAKE AVENUE HARRISONBURG VA 22801 CARY HEVENER TREASURER 5404346639 2014-12-09 1 JAMES R FRIES P01320612 5404346736 2014-12-09 2013 2015-11-30 17:44:51Z CARY HEVENER 420 CHESAPEAKE AVENUE HARRISONBURG VA 22801 1287539 0 X WWW.UWHR.ORG X 1957 VA OUR MISSION IS TO IMPROVE LIVES BY MOBILIZING THE COMMUNITY TO CREATE LASTING CHANGES IN CONDITIONS. 20 20 5 848 0 0 1259179 1258348 0 0 43204 27086 6890 2105 1309273 1287539 820235 824794 0 0 176771 205250 0 0 88366 261273 250976 1258279 1281020 50994 6519 2255231 2290443 866972 835540 1388259 1454903 X 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. 0 0 1051676 824794 2105 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. 1051676 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 20 20 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 420 CHESAPEAKE AVENUE HARRISONBURG VA 22801 JIM SHAEFFER DIRECTOR 1.00 X 0 0 0 JIM DELUCAS DIRECTOR 1.00 X 0 0 0 CAROL FENN DIRECTOR 1.00 X 0 0 0 JIMMIE RITCHIE DIRECTOR 1.00 X 0 0 0 ROD LITTLE DIRECTOR 1.00 X 0 0 0 FRED FOX 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 DARYL BERT DIRECTOR 1.00 X 0 0 0 RICK HAUSHALTER DIRECTOR 1.00 X 0 0 0 SUSAN STEELE-WARD DIRECTOR 1.00 X 0 0 0 REVLAN HILL DIRECTOR 1.00 X 0 0 0 ALAN SHELTON PRESIDENT 1.00 X X 0 0 0 ANNE LEWIS SECRETARY 1.00 X X 0 0 0 CARY HEVENER TREASURER 1.00 X X 0 0 0 CAROLINE HEWITT VP PERSONNEL & COMPENSATION 1.00 X X 0 0 0 JOHN TAYLOR VP COMMUNITY IMPACT 1.00 X X 0 0 0 TOM MENDEZ VP RESOURCE DEVELOPMENT 1.00 X X 0 0 0 BILL BAYER VP STRATEGIC PLANNING 1.00 X X 0 0 0 BETSY HAY EXECUTIVE DIRECTOR 40.00 X 66456 0 7420 LAURA TONI-HOLSINGER EXECUTIVE DIRECTOR 40.00 X 0 0 0 66456 0 7420 0 0 0 0 0 1258348 52458 1258348 27086 27086 OTHER INCOME 900099 2105 2105 2105 1287539 2105 0 27086 824794 824794 71180 44850 16201 10129 116411 36067 40505 39839 3642 665 1441 1536 14017 5980 4262 3775 4236 4236 33025 1728 31297 12858 12858 751 751 31203 10179 2131 18893 17594 3308 7159 7127 3660 1561 1113 986 11582 4941 3522 3119 1181 619 562 2064 9 2021 34 11225 11225 1470 627 447 396 4526 1931 1376 1219 SMART BEGINNINGS EXPENS 60802 60802 SPECIAL PROJECTS 48709 48709 RECRUITING 1735 1735 EMPLOYEE APPRECIATION 1556 1556 2799 1289 1510 1281020 1051676 140978 88366 15432 14201 600904 541527 455188 454789 3488 1564 2301 2302 53332 49070 4682 4262 997 1141 1172239 1270657 2255231 2290443 9446 3652 152603 150384 704923 681504 866972 835540 X 1382962 1451762 5297 3141 1388259 1454903 2255231 2290443 X 6519 92960 -32835 X 0 1 X 1 0 X 1146176 1128622 1110736 1259179 1258348 5903061 1146176 1128622 1110736 1259179 1258348 5903061 129742 5773319 33920 25088 29818 30510 27086 146422 6049483 23738 0.95430 0.97030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 53332 49070 4262 4262 COMMUNITY FOUNDATION INVESTMENT 1270657 F 1270657 BOARD DESIGNATED ALLOCATIONS 681504 681504 1226077 92960 57825 150785 1075292 12858 199389 212247 1287539 1159433 57825 57825 1101608 12858 166554 179412 1281020 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 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 73340 CASH PROGRAM SUPPORT BLUE RIDGE LEGAL SERVICES PO BOX 551 HARRISONBURG VA 22801 541048944 501(C)3 50709 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 13839 CASH PROGRAM SUPPORT SENTARA RMH MEDICAL CENTER 2010 HEALTH CAMPUS DR HARRISONBURG VA 22801 540506331 501(C)3 24119 CASH PROGRAM SUPPORT COLLINS CENTER 165 S MAIN ST HARRISONBURG VA 22801 541478133 501(C)3 43156 CASH PROGRAM SUPPORT FAIRFIELD CENTER 165 S MAIN ST HARRISONBURG VA 22801 541190896 501(C)3 21054 CASH PROGRAM SUPPORT ELKTON AREA UNITED SERVICES PO BOX 383 ELKTON VA 22827 541020432 501(C)3 28432 CASH PROGRAM SUPPORT FIRST STEP 129 FRANKLIN ST HARRISONBURG VA 22801 510243177 501(C)3 37851 CASH PROGRAM SUPPORT FRIENDSHIP INDUSTRIES 801 FRIENDSHIP DR HARRISONBURG VA 22802 546073412 501(C)3 23711 CASH PROGRAM SUPPORT GENERATIONS CROSSING PO BOX 1452 HARRISONBURG VA 22803 542061192 501(C)3 28333 CASH PROGRAM SUPPORT HARRISONBURG ROCKINGHAM CHILD DAY CARE CENTER PO BOX 344 HARRISONBURG VA 22803 237073271 501(C)3 38995 CASH PROGRAM SUPPORT HARRISONBURG ROCKINGHAM FREE CLINIC 25 W WATER ST HARRISONBURG VA 22801 541568909 501(C)3 31931 CASH PROGRAM SUPPORT SENTARA RMH-HAND IN HAND RESOURCE MOTHERS 235 CANTRELL AVE HARRISONBURG VA 22801 540506331 501(C)3 24572 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 45670 CASH PROGRAM SUPPORT NEW BRIDGES IMMIGRANT RESOURCE CENTER 70 S HIGH ST HARRISONBURG VA 22801 542009833 501(C)3 21191 CASH PROGRAM SUPPORT OFFICE ON CHILDREN AND YOUTH PO BOX 1753 HARRISONBURG VA 22803 541920421 501(C)3 19390 CASH PROGRAM SUPPORT OUR COMMUNITY PLACE 17 E JOHNSON HARRISONBURG VA 22802 541835664 501(C)3 13070 CASH PROGRAM SUPPORT PLAINS AREA DAYCARE CENTER PO BOX 523 BROADWAY VA 22815 237482824 501(C)3 49818 CASH PROGRAM SUPPORT REBUILDING TOGETHER PO BOX 2301 HARRISONBURG VA 22803 542010385 501(C)3 6963 CASH PROGRAM SUPPORT ROBERTA WEBB CHILD CARE CENTER 400 KELLY ST HARRISONBURG VA 22802 541700223 501(C)3 49822 CASH PROGRAM SUPPORT SECOND HOME 281 E MARKET ST HARRISONBURG VA 22801 541487268 501(C)3 21904 CASH PROGRAM SUPPORT SKYLINE LITERACY COALITION PO BOX 9 DAYTON VA 22821 541589682 501(C)3 20746 CASH PROGRAM SUPPORT THE ARC OF HARRISONBURGROCKINGHAM 620 SIMMS AVE HARRISONBURG VA 22802 540995095 501(C)3 9712 CASH PROGRAM SUPPORT VALLEY PROGRAM FOR AGING SERVICES PO BOX 817 WAYNESBORO VA 22980 540958526 501(C)3 18456 CASH PROGRAM SUPPORT WAY TO GO INC 3142 LANIER LN MASSANUTTEN VA 22840 611487268 501(C)3 13843 CASH PROGRAM SUPPORT HARRISONBURG EDUCATION FOUNDATION 1 COURT SQUARE HARRISONBURG VA 22801 541746901 501(C)3 14500 CASH PROGRAM SUPPORT BOYS AND GIRLS CLUB OF HARRISONBURG ROCKINGHAM PO BOX 1223 HARRISONBURG VA 22803 541652418 501(C)3 22073 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 3 8690 DONOR'S COST X SCHOOL SUPPLI 2 39708 DONOR'S COST X MISCELLANEOUS 9 3445 DONOR'S COST X PROJECT SUPPL 1 615 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 -32,835.