2014-11-11T09:22:46-06:00 2013-12-31 540617257 ANDERSON & REED LLP PO BOX 13885 ROANOKE VA 24038 990 2013-01-01 540535302 UNITED WAY OF ROANOKE VALLEY INC UNIT 5407774200 325 CAMPBELL AVE ROANOKE VA 24016 FRANK ROGAN PRESIDENT & CEO 5407774200 2014-11-11 1 J DAVID WRIGHT P00352105 5403444333 2013 2015-11-30 17:44:51Z FRANK ROGAN 325 CAMPBELL AVE ROANOKE VA 24016 6119677 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. 40 40 28 1600 0 0 6457240 6066149 0 0 110217 53528 0 0 6567457 6119677 4852695 4887304 0 0 815979 837597 0 0 434385 547484 618720 6216158 6343621 351299 -223944 10508273 10865343 1827824 2204444 8680449 8660899 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 2907816 2907816 UWRVS 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 REGIONS MOST PRESSING NEEDS. A COMMITTED NETWORK OF COMMUNITY VOLUNTEERS DETERMINES WHICH PROGRAMS MAKE THE BIGGEST DIFFERENCE IN ADDRESSING THESE NEEDS. IN 2013-2014 FUNDING YEAR, UNITED WAY OF ROANOKE VALLEY AND ITS VOLUNTEERS INVESTED OVER $2.82 MILLION IN GIFTS TO THE COMMUNITY IMPACT FUND TOWARDS QUALITY PROGRAMS, INITIATIVES AND SMALL GRANTS THAT MAKE A POSITIVE DIFFERENCE IN THE COMMUNITY. UNITED WAY INVESTED IN PROGRAMS THAT ADDRESSED THE FOLLOWING KEY PRIORITIES UNDER ITS IMPACT AREAS; AS WELL AS IN DATA GATHERING AND RESEARCH TO HELP INFORM THESE FUNDING DECISIONS.I. EDUCATIONOUR INVESTMENTSIN 2013-2014 FY, UW MADE INVESTMENTS TOTALING $987,729 (35% OF TOTAL) IN 17 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-CHILD HEALTH INVESTMENT PARTNERSHIP (CHIP) OF ROANOKE VALLEY - EMERGENCY FUNDING ASSISTANCE-CHIP AND TAP-HEAD START - EARLY CHILDHOOD DATA TRACKING PROJECT-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-ST. JOHN'S CYP - SUMMER PROGRAM-STUDENT UNITED WAY -TOTAL ACTION FOR PROGRESS - THIS VALLEY WORKS - CENTER FOR EDUCATIONAL OPPORTUNITIES -TOTAL ACTION FOR PROGRESS - AFRICAN AMERICAN CULTURE AND CONTEMPORARY ISSUES-YMCA OF ROANOKE VALLEY, INC. - MAGIC PLACESAMPLE OUTCOMES FROM THE LAST 12 MONTHS:-1,100 YOUNG CHILDREN ACCESSED TO QUALITY CHILD CARE THROUGH UW SUPPORT OF THE VIRGINIA STAR QUALITY INITIATIVE WHICH WORKS ON QUALITY IMPROVEMENT EFFORTS WITH 23 PRESCHOOL AND CHILDCARE CENTERS IN THE ROANOKE VALLEY. 88% OF PRESCHOOLERS FROM THESE SITES ENTERED KINDERGARTEN WITH THE SKILLS THEY NEEDED TO SUCCEED.-930 STUDENTS TOOK ADVANTAGE OF UW-FUNDED EDUCATION PROGRAMS TO HELP STAY ON A PATH TO GRADUATION, COLLEGE AND CAREER. 94% OF STUDENTS WERE PROMOTED TO THE NEXT GRADE; 99% HS SENIORS GRADUATED ON TIME.II. INCOMEOUR INVESTMENTSIN 2013-2014 FY, UW MADE INVESTMENTS TOTALING $907,583 (32% OF TOTAL) IN 22 PROGRAMS AND INITIATIVES ADDRESSING THE FOLLOWING PRIORITY OUTCOMES IN INCOME:1. ACCESS TO EMPLOYMENT AND ECONOMIC OPPORTUNITIES2. 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-ROANOKE VALLEY CHAPTER AMERICAN RED CROSS - HOPE IS FIREPROOF CAMPAIGN-TRUST HOUSE - FAMILY HOUSING PROGRAM-THE SALVATION ARMY - RED SHIELD LODGE EMERGENCY SHELTER & TRANSITIONAL HOUSING PROGRAM-THE SALVATION ARMY - INTENSIVE CASE MANAGEMENT-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 - TRANSITIONAL LIVING CENTER-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:-OF THE 1,401 INDIVIDUALS THAT UTILIZED UW-FUNDED PROGRAMS, 77% OF INDIVIDUALS GAINED EMPLOYMENT AND ARE ON THE ROAD TO FINANCIAL STABILITY. -255 INDIVIDUALS TURNED TO UW-FUNDED PROGRAMS FOR RENT, MORTGAGE, UTILITY ASSISTANCE OR HOME REPAIRS. 98% AVERTED HOMELESSNESS AS A RESULT OF THE SHORT-TERM ASSISTANCE PROVIDED. -1,876 YOUTH AND ADULTS INCREASE THEIR KNOWLEDGE OF FINANCIAL MANAGEMENT THROUGH VARIOUS EDUCATION OPPORTUNITIES SUPPORTED BY UW. -UW-FUNDED PROGRAMS PROVIDED 612 INDIVIDUALS WITH A PLACE TO STAY DURING A CRISIS SITUATION. 95 INDIVIDUALS IN HOMELESS SITUATIONS (29% OF CLIENTS IN UW-FUNDED SHELTER PROGRAMS) WERE ABLE TO MOVE TO PERMANENT HOUSING THIS YEARIII. HEALTHOUR INVESTMENTSIN 2013-2014 FY, UW MADE INVESTMENTS TOTALING $929,705 (33% OF TOTAL) IN 22 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 CARE-BETHANY HALL - RESIDENTIAL PROGRAM-CARILION CLINIC - ADOLESCENT HEALTH CLINICS AT WILLIAM FLEMING AND PATRICK HENRY HIGH SCHOOLS-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-COMMUNITY-BASED HEALTHCARE COLLABORATIVE - MISSION OF MERCY-FAMILY SERVICE OF ROANOKE VALLEY - ADULTS PLUS-FAMILY SERVICE OF ROANOKE VALLEY - ACTION-FAMILY SERVICE OF ROANOKE VALLEY - FAMILIES FIRST-FAMILY SERVICE OF ROANOKE VALLEY - FAMILY AND INDIVIDUAL COUNSELING-FAMILY SERVICE OF ROANOKE VALLEY - DOMESTIC VIOLENCE COUNSELING-FAMILYWIZE PARTNERSHIP - PRESCRIPTION DRUG DISCOUNT CARD-FEEDING AMERICA SWVA - FOOD DISTRIBUTION-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-PLANNED PARENTHOOD SYSTEMS - SEXUALITY AND REPRODUCTIVE HEALTH EDUCATION-SALVATION ARMY - TURNING POINT-TAP (TOTAL ACTION FOR PROGRESS) - DOMESTIC VIOLENCE SERVICESSAMPLE OUTCOMES FROM THE LAST 12 MONTHS:-2,227 INDIVIDUALS ACCESSED PREVENTIVE HEALTHCARE SERVICES THROUGH UW FUNDED PROGRAMS AND AN ADDITIONAL 5,099 INDIVIDUALS UTILIZED UW-FUNDED HEALTH PROGRAMS DURING CRISIS SITUATIONS. -9,923 INDIVIDUALS ACCESSED UW SUPPORTED HEALTH EDUCATION CLASSES, 92% DEMONSTRATED INCREASED KNOWLEDGE OF HOW TO MAKE BETTER LIFESTYLE CHOICES, COPE WITH MENTAL HEALTH SITUATIONS AND AVOID RISKY BEHAVIORS. -1,086 ROANOKE VALLEY RESIDENTS WERE ABLE TO ACCESS AFFORDABLE MENTAL HEALTH SERVICES THROUGH UW, AS A RESULT 81% SHOWED IMPROVEMENTS IN ADDRESSING THEIR MENTAL HEALTH ISSUES. -FAMILYWIZE PRESCRIPTION DRUG DISCOUNT CARD PROVIDED ACCESS TO 85,942 PRESCRIPTIONS ESSENTIAL FOR MAINTAINING GOOD HEALTH FOR ROANOKE VALLEY RESIDENTS. SAVINGS FOR THE YEAR TOTALED $1,161,069, AND OVER $7.45M SINCE 2008. 1979488 1979488 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 2013, A TOTAL OF 340 AGENCIES RECEIVED DESIGNATIONS THROUGH UNITED WAY DONORS AMOUNTING TO $1,979,488. 507854 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 $5.8 MILLION FOR THE COMMUNITY THROUGH WORKPLACE CAMPAIGNS. IN ADDITION, UWRV GENERATED $226,824 IN GRANTS AND CORPORATE SPONSORSHIPS SUPPORTING ITS THREE INITIATIVES, SMART BEGINNINGS, BANK ON AND HEALTHY ROANOKE VALLEY. CLOSE TO 1,000 VOLUNTEERS ARE MOBILIZED IN THE ROANOKE VALLEY TO RAISE FUNDS, MONITORING THE USE OF GRANT FUNDS INVESTED BY UNITED WAY IN LOCAL PROGRAMS AND SUPPORT UNITED WAY'S WORK IN THE COMMUNITY DURING THE YEAR. UNITED WAY ENGAGED MORE THAN 200 VOLUNTEERS TO PARTICIPATE IN THE DAYS OF CARING VOLUNTEER ACTIVITIES THAT HELPED PARTNER AGENCIES WITH PROJECTS THAT AGENCIES MAY NOT HAVE HAD THE RESOURCES TO COMPLETE OTHERWISE. TO STIMULATE GROWTH AND LEADERSHIP WITHIN THE COMMUNITY, UNITED WAY ALSO PROVIDES LEADERSHIP SKILLS TRAINING THROUGH THE STUDENT UNITED WAY (SUW). STUDENT UNITED WAY IS A TWO-YEAR PROGRAM DESIGNED TO DEVELOP HIGH SCHOOL STUDENTS INTO STRONG COMMUNITY LEADERS AND CITIZENS, EXPOSING YOUTH TO OPPORTUNITIES TO MAKE A DIFFERENCE IN THEIR COMMUNITY BY GIVING, ADVOCATING AND VOLUNTEERING. DURING THE 2013-2014 SCHOOL YEAR, ABOUT 25 HIGH SCHOOL JUNIOR FROM 10 AREA HIGH SCHOOLS WRAPPED UP THEIR PARTICIPATION IN A 2-YEAR LEADERSHIP DEVELOPMENT PROGRAM AND HAD THE OPPORTUNITY TO BETTER UNDERSTAND THE NEEDS IN THE COMMUNITY THROUGH AGENCY VISITS AND HANDS-ON ACTIVITIES AND DISCOVER HOW THEY COULD HELP MAKE A DIFFERENCE IN RESOLVING THESE ISSUES THROUGH VOLUNTEERING. 5395158 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 35 0 28 1 0 0 0 0 0 0 0 0 0 0 X 40 40 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 MICHAEL C MAXEY BOARD CHAIR 5.00 X X 0 0 0 CHRISTOPHER MORRILL TREASURER 1.00 X X 0 0 0 DR DANA ACKLEY BOARD MEMBER 1.00 X 0 0 0 MICHAEL DITTRICH BOARD MEMBER 1.00 X 0 0 0 DR RITA BISHOP BOARD MEMBER 1.00 X 0 0 0 DR STEPHANIE HARPER BOARD MEMBER 1.00 X 0 0 0 HANS CARTENSEN BOARD MEMBER 1.00 X 0 0 0 NICHOLAS C CONTE BOARD MEMBER 1.00 X 0 0 0 MARK R COOKE BOARD MEMBER 1.00 X 0 0 0 ANGELA REYNOLDS BOARD MEMBER 1.00 X 0 0 0 JOHN D'ORAZIO BOARD MEMBER 1.00 X 0 0 0 KERRY J EDMONDS BOARD MEMBER 1.00 X 0 0 0 TRISTA FARRELL BOARD MEMBER 1.00 X 0 0 0 JEAN A GLONTZ BOARD MEMBER 1.00 X 0 0 0 B CLAY GOODMAN III BOARD MEMBER 1.00 X 0 0 0 KATHLEEN D GUZI BOARD MEMBER 1.00 X 0 0 0 DEBBIE MEADE BOARD MEMBER 1.00 X 0 0 0 KEVIN HOLT BOARD MEMBER 1.00 X 0 0 0 DR CYNDA A JOHNSON BOARD MEMBER 1.00 X 0 0 0 JOE JONES BOARD MEMBER 1.00 X 0 0 0 LORA J 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 JEFFREY A MARKS BOARD MEMBER 1.00 X 0 0 0 ALEXANDRA ARNOLD BOARD MEMBER 1.00 X 0 0 0 MICHAEL K 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 G STRICKLAND BOARD MEMBER 1.00 X 0 0 0 KERRI THRONTON BOARD MEMBER 1.00 X 0 0 0 GARY D WALTON BOARD MEMBER 1.00 X 0 0 0 JOYCE W WAUGH BOARD MEMBER 1.00 X 0 0 0 GRETCHEN M WEINNIG BOARD MEMBER 1.00 X 0 0 0 KATHY BASKE YOUNG BOARD MEMBER 1.00 X 0 0 0 JOHM CUMMINS BOARD MEMBER 1.00 X 0 0 0 REV WILLIAM LEE BOARD MEMBER 1.00 X 0 0 0 SUSAN LAWYER WILLIS BOARD MEMBER 1.00 X 0 0 0 ROBERT BURTON BOARD MEMBER 1.00 X 0 0 0 FRANK ROGAN PRESIDENT/CEO 55.00 X 130174 0 22673 ROGER KIENZLE VP OF FINANCE 40.00 X 63558 0 17375 193732 0 40048 1 0 1 0 0 6066149 6066149 53528 53528 6119677 0 0 53528 4887304 4887304 233780 79485 77147 77148 447652 102174 199869 145609 98015 22557 43569 31889 58150 15235 23917 18998 26287 1529 17115 7643 36988 3699 7397 25892 14538 1454 5815 7269 45792 4579 18317 22896 14485 1448 2897 10140 62000 62000 63616 6362 31808 25446 PROJECT FUNDING 261798 261798 REPAIRS & MAINTENANCE 36025 3602 14411 18012 PRINTING AND PUBLICATIO 28515 2851 5703 19961 CFC EXPENSES 17866 17866 10810 1081 4113 5616 6343621 5395158 514078 434385 3212227 3708864 3782758 3353494 1291366 542859 736214 748507 189535 210127 2587539 2844351 10508273 10865343 1827824 2204444 1827824 2204444 X 4140908 4273268 2759789 2466876 1779752 1920755 8680449 8660899 10508273 10865343 -223944 204394 0 X X 0 1 X 1 0 X 6153201 6087468 6256933 6457240 6066149 31020991 6153201 6087468 6256933 6457240 6066149 31020991 1121957 29899034 34581 132380 93513 110217 53528 424219 31445210 0.95080 0.95980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1779752 141003 1920755 1403007 267778 108967 1779752 1512165 -109158 1403007 1441300 70865 1512165 1277252 164048 1441300 1.00000 1 0 44500 44500 977035 542859 434176 269831 269831 748507 OTHER CURRENT ASSETS 223482 ENDOWMENT FUND ASSETS 703930 BENEFICIAL INTEREST IN PERPETUAL TRUST 1916939 2844351 4344583 204394 204394 4140189 1979488 1979488 6119677 4364133 0 4364133 1979488 1979488 6343621 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 1,979,488. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS DESIGNATIONS PAID NETTED AGAINST EXPENSES ON FINANCIAL STATEMENTS 1,979,488. 1 ADULT CARE CENTER OF ROANOKE VALLEY 541235000 501(C)(3) 96616 UNITED WAY ALLOCATION AMERICAN RED CROSS ROANOKE VALLEY CHAPTER 540538602 501(C)(3) 64172 UNITED WAY ALLOCATION BETHANY HALL 541516806 501(C)(3) 105094 UNITED WAY ALLOCATION BIG BROTHERSBIG SISTERS 540837136 501(C)(3) 101044 UNITED WAY ALLOCATION BLUE RIDGE LEGAL SERVICES 541048944 501(C)(3) 44885 UNITED WAY ALLOCATION BOYS AND GIRLS CLUB 541867366 501(C)(3) 89251 UNITED WAY ALLOCATION BOY SCOUTS OF AMERICA 540912706 501(C)(3) 57373 UNITED WAY ALLOCATION CHILDREN'S TRUST 510235891 501(C)(3) 70599 UNITED WAY ALLOCATION UNITED WAY ALLOCATION CHIP 541566451 501(C)(3) 178144 UNITED WAY ALLOCATION COUNCIL OF COMMUNITY SERVICES 540718859 501(C)(3) 174923 UNITED WAY ALLOCATION FAMILY SERVICE 540505946 501(C)(3) 352179 UNITED WAY ALLOCATION GOODWILL INDUSTRIES 540884014 501(C)(3) 140838 UNITED WAY ALLOCATION GOOD SAMARITAN HOSPICE INC 541608259 501(C)(3) 17554 UNITED WAY ALLOCATION GREENVALE SCHOOL INC 540525801 501(C)(3) 334389 UNITED WAY ALLOCATION HABITAT FOR HUMANITY 541375465 501(C)(3) 9751 UNITED WAY ALLOCATION HOLLINS FIRE AND RESCUE SQUAD 510147786 501(C)(3) 9390 UNITED WAY ALLOCATION HOPE TREE FAMILY SERVICES 562607478 501(C)(3) 9476 UNITED WAY ALLOCATION JUVENILE DIABETES RESEARCH 231907729 501(C)(3) 12612 UNITED WAY ALLOCATION UNITED WAY ALLOCATION UNITED WAY ALLOCATION LOA-AREA AGENCY ON AGING 540916248 501(C)(3) 53400 UNITED WAY ALLOCATION UNITED WAY ALLOCATION MARCH OF DIMES BIRTH DEFECTS FOUNDATION 131846366 501(C)(3) 12017 UNITED WAY ALLOCATION MENTAL HEALTH AMERICA OF ROANOKE VALLEY 540703132 501(C)(3) 81206 UNITED WAY ALLOCATION MILITARY FAMILY SUPPORT CENTERS INC 202821271 501(C)(3) 15082 UNITED WAY ALLOCATION UNITED WAY ALLOCATION FINCASTLE VOLUNTEER FIRE DEPARTMENT 541505382 501(C)(3) 8994 UNITED WAY ALLOCATION NORTHWEST CHILD DEVELOPMENT 541222444 501(C)(3) 90539 UNITED WAY ALLOCATION PLANNED PARENTHOOD HEALTH SYSTEMS 561282557 501(C)(3) 132621 UNITED WAY ALLOCATION PRESBYTERIAN COMMUNITY CENTER 541610899 501(C)(3) 9324 UNITED WAY ALLOCATION UNITED WAY ALLOCATION READ MOUNTAIN FIRE & RESCUE - CO 12 541601813 501(C)(3) 13506 UNITED WAY ALLOCATION ROANOKE AREA MINISTRIES 510198976 501(C)(3) 15584 UNITED WAY ALLOCATION ROANOKE VALLEY SOCIETY FOR THE SPCA 540679796 501(C)(3) 59964 UNITED WAY ALLOCATION ROANOKE VALLEY SPEECH AND HEARING 540722391 501(C)(3) 33743 UNITED WAY ALLOCATION RONALD MCDONALD HOUSE 541244769 501(C)(3) 19648 UNITED WAY ALLOCATION SAINT FRANCIS OF ASSISI SERVICE DOG 541806879 501(C)(3) 31701 UNITED WAY ALLOCATION STEWARTSVILLE CHAMBLISSBURG 510236368 501(C)(3) 5825 UNITED WAY ALLOCATION TURNING POINT 580660607 501(C)(3) 95000 UNITED WAY ALLOCATION THE SALVATION ARMY INC 580660607 501(C)(3) 196526 UNITED WAY ALLOCATION STEWARTSVILLE FIRST AID 510139731 501(C)(3) 6161 UNITED WAY ALLOCATION UNITED WAY OF HENRY COUNTY 540753318 501(C)(3) 6022 UNITED WAY ALLOCATION TOTAL ACTION AGAINST POVERTY 546057095 501(C)(3) 334439 UNITED WAY ALLOCATION TRUST HOUSE 237064477 501(C)(3) 40856 UNITED WAY ALLOCATION UNITED WAY OF CENTRAL VIRGINIA 540505923 501(C)(3) 15197 UNITED WAY ALLOCATION UNITED WAY ALLOCATION UNITED WAY OF FRANKLIN COUNTY 541246961 501(C)(3) 24711 UNITED WAY ALLOCATION UNITED WAY OF MONTGOMERY 540739250 501(C)(3) 37805 UNITED WAY ALLOCATION VINTON FIRST AID CREW 541564322 501(C)(3) 13427 UNITED WAY ALLOCATION WEST END CENTER 541150320 501(C)(3) 21274 UNITED WAY ALLOCATION UNITED WAY ALLOCATION YMCA OF ROANOKE VALLEY 540515736 501(C)(3) 65329 UNITED WAY ALLOCATION ALZHEIMER'S ASSOCIATION 521239518 501(C)(3) 16486 UNITED WAY ALLOCATION AMERICAN CANCER SOCIETY 580659875 501(C)(3) 43802 UNITED WAY ALLOCATION AMERICAN HEART ASSOC-MID ATLANTIC 135613797 501(C)(3) 7609 UNITED WAY ALLOCATION APPLE RIDGE FARM INC 541409250 501(C)(3) 43296 UNITED WAY ALLOCATION DOWN SYNDROME ASSOCIATION 541598918 501(C)(3) 8624 UNITED WAY ALLOCATION UNITED WAY ALLOCATION BLUE RIDGE VOL FIRE & RESCUE 546052214 501(C)(3) 14088 UNITED WAY ALLOCATION BRADLEY FREE CLINIC 237380491 501(C)(3) 50114 UNITED WAY ALLOCATION FEEDING AMERICA SOUTHWEST VIRGINIA 541939556 501(C)(3) 155865 UNITED WAY ALLOCATION CAVE SPRING VOLUNTEER FIRE CO #3 541030300 501(C)(3) 12183 UNITED WAY ALLOCATION CAVE SPRING RESCUE SQUAD 541553832 501(C)(3) 11614 UNITED WAY ALLOCATION FRANKLIN COUNTY HUMANE SOCIETY INC 521256009 501(C)(3) 14474 UNITED WAY ALLOCATION COMMONWEALTH CATHOLIC CHARITIES 540505877 501(C)(3) 65502 UNITED WAY ALLOCATION CRAIG COUNTY NEW CASTLE 541726073 501(C)(3) 9350 UNITED WAY ALLOCATION BLUE RIDGE AUTISM AND ACHIEVEMENT CENTER 540524904 501(C)(3) 12754 UNITED WAY ALLOCATION FAMILY PROMISE 541868833 501(C)(3) 7484 UNITED WAY ALLOCATION FRANKLIN COUNTY RESCUE SQUAD 540899832 501(C)(3) 13584 UNITED WAY ALLOCATION FREE CLINICFRANKLIN COUNTY 541634138 501(C)(3) 8825 UNITED WAY ALLOCATION GIRL SCOUTS OF VIRGINIA 540737207 501(C)(3) 26179 UNITED WAY ALLOCATION FLOYD COUNTY LIFE SAVING 510214107 501(C)(3) 10072 UNITED WAY ALLOCATION SOUTHERN VA CHILD ADVOCACY CENTER 541950268 501(C)(3) 54552 UNITED WAY ALLOCATION FORT LEWIS VOLUNTEER FIRE DEPARTMENT 541702225 501(C)(3) 7772 UNITED WAY ALLOCATION UNITED WAY OF THE VIRGINIAS 550378476 501(C)(3) 7325 UNITED WAY ALLOCATION WOMEN'S RESOURCE CENTER OF NRV 541121334 501(C)(3) 6939 UNITED WAY ALLOCATION FINCASTLE RESCUE SQUAD 541480852 501(C)(3) 6694 UNITED WAY ALLOCATION MASONIC HOME OF VIRGINIA 540541802 501(C)(3) 6667 UNITED WAY ALLOCATION MONETA RESCUE SQUAD 541118203 501(C)(3) 6482 UNITED WAY ALLOCATION VIRGINIA SPECIAL OLYMPICS 541013637 501(C)(3) 6212 UNITED WAY ALLOCATION NATIONAL MULTIPLE SCLEROSIS 540834654 501(C)(3) 5912 UNITED WAY ALLOCATION HEALING STRIDES OF VA 541594325 501(C)(3) 5697 UNITED WAY ALLOCATION HUMANE SOCIETY OF MONTGOMERY COUNTY 541131598 501(C)(3) 5483 UNITED WAY ALLOCATION NRV CARES 541773419 501(C)(3) 5272 UNITED WAY ALLOCATION MONTVALE RESCUE SQUAD 541113428 501(C)(3) 5229 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 130174 0 0 0 0 0 0 0 22673 0 152847 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.