2014-11-25T10:37:28-06:00 2014-06-30 540737372 PBMARES LLP 701 TOWN CENTER DRIVE SUITE 900 NEWPORT NEWS VA 23606 990 2013-07-01 540535602 United Way of the Virginia Peninsula UNIT 7578739328 739 Thimble Shoals Blvd No 302 Newport News VA 23606 Ty Joubert President 7578739328 2014-11-24 1 Brian Windley P00537045 7578731587 2014-11-24 X 2013 2015-11-30 17:44:51Z Ty Joubert 739 Thimble Shoals Blvd No 302 Newport News VA 23606 7304140 0 X www.uwvp.org X 1941 VA The purpose of the United Way of the Virginia Peninsula is to improve the quality of life for people in our community by funding programs in the areas of Education, Health, and Self-Sufficiency. 9 9 11 44 0 0 6239052 6006358 0 0 167794 261004 331226 275162 6738072 6542524 5654840 5065390 0 0 772625 763376 0 0 286434 532381 622524 6959846 6451290 -221774 91234 9265009 9382634 4800678 4534595 4464331 4848039 X The mission of the United Way of the Virginia Peninsula is to improve the quality of life for people in our community by funding programs in the areas of Education, Health, and Self-Sufficiency. 0 0 975199 941461 Investing in Education - School Success :UWVP helps children and youth achieve their potential through education. We invested $975,199 in the academic success of 38,881 children and youth residing on the Virginia Peninsula. We focused our investment in two program areas - academic support and preschool access. Of the aforementioned investment, $700,461 was invested in academic support initiatives that served 37,641. Academic support initiatives promoted school success through mentorships, afterschool and summer programs. The remaining $274,738 was invested in research-based, early intervention preschool services that served 1240 children, 921 of which were identified with acute developmental delays. 1099416 1061380 Responding to Basic Needs - Self Sufficiency: UWVP helps families become financial stable and independent. Through a $1,099,416 investment in self-sufficiency initiatives, UWVP funded programs touched 117,022 residents on the Virginia Peninsula. Our investment strategy focused on two program areas - basic needs and empowerment. Basic needs programs were funded at a level of $860,580; these programs provided nutritional food and safe shelter for people in crisis. Supported programs included a food distribution program that distributed more than 9 million pounds of food to 74,570 residents; sheltering programs that served 13,552 people; and homelessness intervention efforts that avoid eviction or utility termination for 14,241 families. Another 2,529 adults were meaningfully impacted by our $238,836 investment in empowerment program areas. These programs promoted adult literacy; supported employment for the disabled; helped probationary adults re-enter the workforce; and provided financial literacy services to those with low to moderate incomes. 520870 502850 Improving Health & Wellness - Community Health: UWVP helps residents enjoy physical, mental, and emotional wellness. UWVP invested $520,870 in community health initiatives that served 18,443 people across four program areas -- healthy choices, independent living, affordable healthcare, and domestic violence support. We invested $135,900 in healthy choices initiatives that provided supplemental health education and counseling services to 6,110 residents. We invested $75,400 in two free clinics serving 3,183 uninsured individuals and another $45,050 in programs that helped 2,967 seniors and disabled adults live independently. Individuals experiencing domestic violence were protected and supported through counseling, supervised visitation, and legal advocacy programs within the domestic violence support program area. This program area received $264,520 and served 5,583 clients. 2815412 2559699 Other Allocations - Income:- Funded program to improve job seeking and employment retention, targeting low income communities with barriers to employment. - Supported financial education, budget and credit counseling programs that enabled consumers to improve their financial well being.- Offer sustaining support for a 5-day a week, year-round employment program for individuals with disabilities and developmental delays who do not receive Medicaid funding.-Funding also includes a contract to provide Information and Referral Services for clients in need of assistance throughout the service area. The majority of funding in Other Program Services is made up of funds designated to other 501(c)(3) organizations at the request of donors. 2815412 2559699 5410897 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 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 0 0 11 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X Tyrone Joubert 7578739328 739 Thimble Shoals Blvd Ste 302 Newport News VA 23606 Robert Hatten Chairman of the Board 0.20 X X 0 0 0 William Bell Director 0.20 X 0 0 0 Elizabeth McCormick Treasurer 0.20 X X 0 0 0 Jennifer Smith Director 0.20 X 0 0 0 Pat Robertson Director 0.20 X 0 0 0 Brian Skinner Director 0.20 X 0 0 0 Elizabeth Basnight Director 0.20 X 0 0 0 Joycelyn Spight Director 0.20 X 0 0 0 Rhondra Matthews Director 0.20 X 0 0 0 Tyrone Joubert President/CEO 37.50 X 185794 0 33458 Kevin Fleming Div Dir, Finance and Adm 37.50 X 74768 0 17721 260562 0 51179 1 0 1 0 0 6006358 6006358 155087 155087 867533 758831 2785 108702 -2785 105917 105917 Service Fees 900099 270152 270152 Miscellaneous Income 900099 5010 5010 275162 6542524 275162 0 261004 5065390 5065390 324952 51709 181578 91665 350548 55782 195881 98885 15907 2531 8889 4487 30189 4804 16869 8516 41780 6648 23346 11786 28207 28207 35937 35937 5330 1091 4239 28960 1629 14879 12452 61338 9761 34274 17303 5906 1012 3291 1603 4488 4488 50418 8023 28173 14222 14795 2354 8267 4174 7835 1247 4378 2210 Uncollectible-Write off 187197 187197 Combined Federal Campai 137558 137558 Community Events and In 14141 5735 1140 7266 Repairs and Maintenance 11778 2015 6488 3275 28636 572 23713 4351 6451290 5410897 753959 286434 1335918 1383296 884094 610567 2381201 2418397 180503 179289 17381 35426 202919 174722 30176 28197 4435736 4727462 9265009 9382634 945404 1150903 3855274 3383692 4800678 4534595 X 4464331 4848039 4464331 4848039 9265009 9382634 91234 292474 0 X X 0 1 X 1 0 X 6529962 6167300 6485420 6346115 6006358 31535155 6529962 6167300 6485420 6346115 6006358 31535155 1038784 30496371 145433 133887 144565 182867 155087 761839 435316 362398 328883 331656 275162 1733415 34030409 0.89620 0.90990 X Schedule A, Part II, Line 10, Explanation of Other Income: Service Fees Other Income - 2009 Amount: $ 435,316. 2010 Amount: $ 362,398. 2011 Amount: $ 328,883. 2012 Amount: $ 331,656. 2013 Amount: $ 275,162. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1365852 7656 1373508 1365852 1365852 1323055 42797 1365852 1303172 19883 1323055 1373707 -70535 1303172 1.00000 0.00000 0.00000 0 0 119224 101080 18144 83695 73642 10053 28197 SunTrust Investments 2596294 F Smith Barney Investments 2131168 F 4727462 Allocations and designations payable 3372491 Capital Lease Obligations 11201 3383692 X 4097171 292474 292474 3804697 2737827 2737827 6542524 3713463 0 3713463 2737827 2737827 6451290 Part V, Line 4: Board reserve in event of major financial or organizational crisis. Part X, Line 2: FASB ASC Topic 740, Accounting for Uncertainty in Income Taxes, prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The UWVP's management has evaluated the impact of the standard to its financial statements, but does not anticipate a material effect. The UWVP is not aware of any material uncertain tax positions, and has not accrued the effect of any uncertain tax positions as of June 30, 2014. The UWVP's income tax returns are subject to examination by taxing authorities, generally for a period of three years from the date they were filed. With few exceptions, the UWVP is no longer subject to income tax examinations by federal, state or local authorities for years before 2010. The UWVP's policy is to classify income tax related interest and penalties in interest expenses and other expenses, respectively. Part XI, Line 4b - Other Adjustments: Provision for Uncollectibles netted with revenues for book porposes 187,197. Donor designated contributions 2,514,693. Investment Fees netted with interest income for book purposes 35,937. Part XII, Line 4b - Other Adjustments: Bad debt expense netted with revenues for book purposes 187,197. Donor designated contributions 2,514,693. Investment fees netted with interest income for book purposes 35,937. 1 Boys & Girls Club VA Peninsula 11825 Rock Landing Drive Cheaspeake Building Suite B Newport News VA 23606 540538202 501(c)(3) 355000 Education Foodbank Of The VA Peninsula 2401 Aluminum Avenue Hampton VA 23661 541422298 501(c)(3) 125000 Responding to Basic Needs American Red Cross-Hampton Rds 4915 West Mercury Boulevard Newport News VA 23605 540515737 501(c)(3) 136800 Responding to Basic Needs Salvation Army - Pen Command PO Box 7529 Hampton VA 23666 580660607 501(c)(3) 254000 Responding to Basic Needs Transitions PO Box 561 Hampton VA 23669 510239447 501(c)(3) 162000 Responding to Basic Needs Center For Child & Family Svs 2021 Cunningham DriveSuite 400 Hampton VA 23666 540505893 501(c)(3) 104500 Improving Health Center For Child & Family Svs 2021 Cunningham Drive Suite 400 Hampton VA 23666 540505893 501(c)(3) 26800 Income Center For Child & Family Svs 2021 Cunningham Drive Suite 400 Hampton VA 23666 540505893 501(c)(3) 28000 Education Downtown Hampton Child The Bagley Center 60 Battle Road Hampton VA 23666 540890222 501(c)(3) 130000 Education Versability Resources 2520 58th Street Hampton VA 23661 540802199 501(c)(3) 50000 Income Versability Resources 2520 58th Street Hampton VA 23661 540802199 501(c)(3) 45000 Improving Health Versability Resources 2520 58th Street Hampton VA 23661 540802199 501(c)(3) 25000 Responding to Basic Needs Boy Scouts Of Am-Col VA 11721 Jefferson Avenue Newport News VA 23606 540505994 501(c)(3) 25000 Education Girls Inc Of The Greater Pen 1300 Thomas Street Suite C Hampton VA 23669 540679053 501(c)(3) 140000 Education Peninsula Metro YMCA 101 Long Green Boulevard Yorktown VA 23693 540524905 501(c)(3) 63000 Education Catholic Charities Of Eastern VA 5361 Virginia Beach Boulevard Suite A Virginia Beach VA 23462 540505879 501(c)(3) 17550 Improving Health Catholic Charities Of Eastern VA 5361 Virginia Beach Boulevard Suite A Virginia Beach VA 23462 540505879 501(c)(3) 3000 Responding to Basic Needs LINK Of Hampton Roads 10413 Warwick Boulevard Newport News VA 23601 541556503 501(c)(3) 119500 Responding to Basic Needs Planned Parenthood Of Se VA 400 Yale Drive Hampton VA 23606 540929058 501(c)(3) 50400 Improving Health Peninsula Reads 393 Denbigh Boulevard Suite A Newport News VA 23608 540843098 501(c)(3) 70000 Education Peninsula Agency On Aging 739 Thimble Shoals BlvdSuite 1006 Newport News VA 23606 540151069 501(c)(3) 25000 Responding to Basic Needs Peninsula Agency On Aging 739 Thimble Shoals BlvdSuite 1006 Newport News VA 23606 540151069 501(c)(3) 28000 Improving Health Alternatives Inc 2021-B Cunningham Drive Suite 5 Hampton VA 23666 540948440 501(c)(3) 51750 Education Girl Scouts Of The Colonial Coast 912 Cedar Road Chesapeake VA 23322 541158412 501(c)(3) 29000 Education Child Development Resources PO Box 280 Norge VA 231270280 540791991 501(c)(3) 55000 Education Edmarc Hospice For Children 516 London Street Portsmouth VA 23704 541092904 501(c)(3) 16000 Improving Health Bacon Street 247 McLaws Circle Williamsburg VA 23185 540891035 501(c)(3) 30000 Improving Health Gloucester Housing PO Box 772 Hayes VA 23072 541635676 501(c)(3) 32000 Responding to Basic Needs Big Brothers Big Sisters 364 McLaws Circle Suite 2 Williamsburg VA 23185 541153403 501(c)(3) 60000 Education USO Of Hampton Roads PO Box 7250 Hampton VA 23666 541305517 501(c)(3) 7500 Responding to Basic Needs Retired Senior Vol Program 12388 Warwick Boulevard Suite 201 Newport News VA 23606 311725529 501(c)(3) 10000 Improving Health Riverside Health Systems 701 Town Center Drive Suite 1000 Newport News VA 23606 541994013 501(c)(3) 45000 Grant - Basic Needs Gloucester Mathews Free Clinic 2276 George Washington Memorial Highway Hayes VA 23072 541875619 501(c)(3) 25400 Improving Health C Waldo Scott Center for Hope 3100 Wickham Avenue Newport News VA 23607 541744900 501(c)(3) 7711 Education Office of Human Affairs PO Box 37 Newport News VA 23607 237014485 501(c)(3) 5000 Education Urban League of Hampton Roads 1300 Thomas Street Suite E Hampton VA 23669 541083985 501(c)(3) 26000 Income Lackey Free Clinic 1620 Old Williamsburg Road Yorktown VA 23690 541850915 501(c)(3) 50000 Improving Health The Samaritan Group PO Box 784 White Marsh VA 23183 541573656 501(c)(3) 6780 Responding to Basic Needs Habitat for Humanity 11011 Warwich Boulevard Box 1443 Newport News VA 23601 521431619 501(c)(3) 25000 Responding to Basic Needs HELP 1320 LaSalle Avenue Hampton VA 23669 541209213 501(c)(3) 60000 Responding to Basic Needs Natasha House 124 Goodwin Neck Road Yorktown VA 23692 541432653 501(c)(3) 25000 Responding to Basic Needs Boys & Girls Club VA Peninsula 11825 Rock Landing Drive Cheaspeake Building Suite B Newport News VA 23606 540538202 501(c)(3) 32166 Designation Community Health Charities Of Virginia 813 Diligence Drive Suite 121-A Newport News VA 23606 541876027 501(c)(3) 249629 Designation Foodbank Of The VA Peninsula 2401 Aluminum Avenue Hampton VA 23661 541422298 501(c)(3) 76400 Designation American Red Cross-Hampton Rds 4915 West Mercury Boulevard Newport News VA 23605 540515737 501(c)(3) 41684 Designation Salvation Army - Pen Command PO Box 7529 Hampton VA 23666 580660607 501(c)(3) 19359 Designation Transitions PO Box 561 Hampton VA 23669 510239447 501(c)(3) 21165 Designation Center For Child & Family Svs 2021 Cunningham Drive Suite 400 Hampton VA 23666 540505893 501(c)(3) 6000 Designation Downtown Hampton Child The Bagley Center 60 Battle Road Hampton VA 23666 540890222 501(c)(3) 12765 Designation Versability Resources 2520 58th Street Hampton VA 23661 540802199 501(c)(3) 17817 Designation Boy Scouts Of Am-Col VA 11721 Jefferson Avenue Newport News VA 23606 540505994 501(c)(3) 27134 Designation Peninsula Metro YMCA 101 Long Green Boulevard Yorktown VA 23693 540524905 501(c)(3) 7400 Designation Catholic Charities Of Eastern VA 5361 Virginia Beach Boulevard Suite A Virginia Beach VA 23462 540505879 501(c)(3) 41490 Designation C Waldo Scott Center for Hope 3100 Wickham Avenue Newport News VA 23607 541744900 501(c)(3) 5012 Designation Link Of Hampton Roads 10413 Warwick Boulevard Newport News VA 23601 541556503 501(c)(3) 8988 Designation Planned Parenthood Of Se VA 400 Yale Drive Hampton VA 23606 540929058 501(c)(3) 15957 Designation Peninsula Reads 393 Denbigh Boulevard Suite A Newport News VA 23608 540843098 501(c)(3) 8662 Designation Peninsula Agency On Aging 739 Thimble Shoals BlvdSuite 1006 Newport News VA 23606 540151069 501(c)(3) 14216 Designation Habitat for Humanity 11011 Warwich Boulevard Box 1443 Newport News VA 23601 521431619 501(c)(3) 6416 Designation Girl Scouts Of The Colonial 912 Cedar Road Chesapeake VA 23322 541158412 501(c)(3) 7969 Designation Child Development Resources PO Box 280 Norge VA 231270280 540791991 501(c)(3) 7860 Designation Edmarc Hospice For Children 516 London Street Portsmouth VA 23704 541092904 501(c)(3) 22546 Designation USO Of Hampton Roads PO Box 7250 Hampton VA 23666 541305517 501(c)(3) 13193 Designation Riverside Health Foundation 701 Town Center Drive Suite 1000 Newport News VA 23606 541994013 501(c)(3) 40662 Designation Six House Incorporated 2003 Kecoughtan Road Hampton VA 236613261 223861588 501(c)(3) 8344 Designation United Way Of Gtr Williamsburg 312 Waller Mill Road Suite 100 Williamsburg VA 23187 540844073 501(c)(3) 9143 Designation Big Brothers Big Sisters 364 McLaws Circle Suite 2 Williamsburg VA 23185 541153403 501(c)(3) 5551 Designation Gloucester Mathews Care Clinic 6301 Industrial Drive Gloucester VA 23061 541875619 501(c)(3) 8434 Designation Gloucester Volunteer Fire & Rescue PO Box 1417 Gloucester VA 23061 237028667 501(c)(3) 5185 Designation Lackey Free Clinic 1620 Old Williamsburg Road Yorktown VA 23690 541850915 501(c)(3) 15490 Designation Community Health Charities PO Box 75153 Baltimore MD 212755153 136167225 501(c)(3) 125858 CFC Designation Community Health Charities Of Virginia 813 Diligence Drive Suite 121-A Newport News VA 23606 541876027 501(c)(3) 60896 CFC Designation Military Family and Veterans Service Organizations of America PO Box 45754 San Francisco CA 94145 943193418 501(c)(3) 56130 CFC Designation Health & Medical Research Charities of America PO Box 45763 San Francisco CA 94145 943217739 501(c)(3) 53937 CFC Designation Animal Charities of America PO Box 45756 San Francisco CA 94145 943193389 501(c)(3) 51182 CFC Designation CancerCURE of America PO Box 45501 San Francisco CA 941450501 810648432 501(c)(3) 48816 CFC Designation American Red Cross PO Box 73857 Chicago IL 606737857 530196605 501(c)(3) 45691 CFC Designation Christian Service Charities PO Box 79704 Baltimore MD 212799704 943193374 501(c)(3) 44072 CFC Designation Christian Charities USA PO Box 45758 San Francisco CA 94145 943255961 501(c)(3) 43206 CFC Designation United Way Of South Hampton Roads 2515 Walmer Avenue Norfolk VA 23541 540506322 501(c)(3) 39120 CFC Designation Wounded Warrior Project 4899 Belfort Road Suite 300 Jacksonville FL 32256 202370934 501(c)(3) 31287 CFC Designation Global Impact PO Box 409616 Atlanta GA 303849616 521273585 501(c)(3) 30509 CFC Designation America's Charities PO Box 79570 Baltimore MD 212790570 541517707 501(c)(3) 27209 CFC Designation Children's Charities of America PO Box 45757 San Francisco CA 94145 943148588 501(c)(3) 24011 CFC Designation Children's Medical Charities of America PO Box 45310 San Francisco CA 941450310 270093393 501(c)(3) 23125 CFC Designation Medical Research Charities PO Box 79703 Baltimore MD 212799703 943148591 501(c)(3) 22525 CFC Designation Earth Share PO Box 4011 Washington DC 200424011 521601960 501(c)(3) 21212 CFC Designation Military Support Groups of America PO Box 45754 San Francisco CA 941450310 272242752 501(c)(3) 17865 CFC Designation Children First - America's Charities PO Box 79570 Baltimore MD 212790570 300186795 501(c)(3) 17675 CFC Designation Conservation & Preservation Charities of America PO Box 45759 San Francisco CA 94145 943217738 501(c)(3) 17437 CFC Designation Charities Under 1 Overhead PO Box 45754 San Francisco CA 94145 273132554 501(c)(3) 17001 CFC Designation Health First - America's Charities PO Box 79570 Baltimore MD 212790570 300186796 501(c)(3) 16755 CFC Designation USO Inc 2111 Wilson Blvd Suite 1200 Arlington VA 22201 131610451 501(c)(3) 12030 CFC Designation United Negro College Fund (UNCF) 8260 Willow Oaks Corporate Drive Fairfax VA 22031 131624241 501(c)(3) 11246 CFC Designation Women Children and Family Service Charities of America PO Box 45767 San Francisco CA 94145 943193386 501(c)(3) 11141 CFC Designation Local Independant Charities PO Box 45754 San Francisco CA 94145 943042430 501(c)(3) 10377 CFC Designation Archdiocese for the Military Services USA 1025 Michigan Avenue NE Washington DC 20017 131624090 501(c)(3) 9857 CFC Designation Do Unto Others PO Box 45760 San Francisco CA 94145 943148590 501(c)(3) 7691 CFC Designation Peninsula Habitat For Humanity 809 Main Street Suite 105 Newport News VA 23605 521431619 501(c)(3) 8834 CFC Designation National Public Radio 1111 North Capitol Street NE Washington DC 20002 520907625 501(c)(3) 5992 CFC Designation Human Care Charities of America PO Box 45765 San Francisco CA 94145 943067804 501(c)(3) 5902 CFC Designation Sports Charities USA - Supporting Youth Disabled and National Team Athleti PO Box 45754 San Francisco CA 94145 470863988 501(c)(3) 5875 CFC Designation Abingdon Volunteer Fire Company PO Box 9 Bena VA 23018 237330651 501(c)(3) 5577 CFC Designation Part I, Line 2: Monitoring Policies for Allocations & Grants-These organizations receive discretionary funding and thus undergo intensive pre-screening and follow up before being awarded funding including: -An application process that includes explanation of proposed use and results of funding -Financial review of the organization to gain a level of assurance that the organization follows sound fiscal policies -Verification of IRS 501(c)(3) -Annual progress reports showing how funds are being utilized and detailing the outcomes using the logic-model Monitoring Policies for Designated funds-These organizations have no formal relationship with United Way other than the fact that donors have requested us to act as an agent on their behalf and send funds to these organizations. We verify the organization's contact information and that it is a 501(c)(3) in good standing with the IRS. X X 0 0 0 0 0 0 0 0 0 Tyrone Joubert President/CEO 162794 0 0 0 23000 0 10838 0 22620 0 219252 0 0 0 Form 990, Part VI, Section A, line 4 The organizaton adopted Articles of Restatement at a meeting of the Board of Directors on November 21, 2013. The Articles were subsequently approved on February 27, 2014. These Articles of Restatement wholly amend and restate the Articles of Incorporation previously adopted by the organization by terminating the responsibilities and duties of its membership body. Accordingly, the organization no longer has any members, and the management and affairs of the corporation are now under the direction of the Board of Directors. Form 990, Part VI, Section B, line 11 A copy of the tax return was e-mailed to each board member for review before it was filed with the IRS. Form 990, Part VI, Section B, line 12c Conflicts are monitored and disclosed annually. When a conflict arises, the board member is informed that they must excuse themselves from any decisions that directly impact the related entity. Form 990, Part VI, Section B, line 15a The Board of Directors has an annual executive session without the CEO or staff where compensation for the CEO is discussed and determined. Form 990, Part VI, Section C, line 19 Information is available at our office and released upon request. Form 990, Part XII, Line 2c An audit committee meets with the auditing firm at the beginning of the audit to provide input to the auditors on any specific areas that they wish to focus on. At the end of the process the committee meets with the audit firm once again to discuss how the process went and to go over the audited financial. The committee then reports the results to the Board of Directors. Part V Q 1c Question 1c does not apply to the organization because the organization did not have backup withholding for reportable payments to vendors and reportable gaming winnings. Form 990, Part V, Q 7g and 7h Questions 7g and 7h do not apply to the organization because the organization did not have contributions of qualified intellectual property or contributions of cars, boats, airplanes or other vehicles during the year.