2014-12-23T13:35:52-06:00 2014-06-30 541953476 DAVIDSON DOYLE & HILTON LLP PO BOX 800 LYNCHBURG VA 245050800 990 2013-07-01 540505923 UNITED WAY OF CENTRAL VIRGINIA INC UNIT 4348468467 1010 MILLER PARK SQUARE LYNCHBURG VA 245012755 MARIE MARTIN PRESIDENT & CEO 4348468467 2014-12-23 1 DAVIDSON DOYLE HILTON LLP P00884747 4348467611 2013 2015-11-30 17:44:51Z MARIE MARTIN 1010 MILLER PARK SQUARE LYNCHBURG VA 24501 3482914 0 X WWW.UNITEDWAYCV.ORG X 1955 VA TO MOBILIZE THE COMPASSIONATE POWER OF OUR COMMUNITY TO IMPROVE THE QUALITY OF LIVES IN CENTRAL VIRGINIA. 19 18 17 2073 0 0 3759994 3248328 0 0 19714 50624 44294 139573 3824002 3438525 2781531 2091176 0 0 716154 744591 0 0 376748 337874 431976 3835559 3267743 -11557 170782 4301832 3868262 3078611 2403706 1223221 1464556 X TO MOBILIZE THE COMPASSIONATE POWER OF OUR COMMUNITY TO IMPROVE THE QUALITY OF LIVES IN CENTRAL VIRGINIA. 0 0 2295175 2091176 COMMUNITY IMPACTUWCV RAISED OVER $2.9M DURING ITS ANNUAL CAMPAIGN TO MAKE AN IMPACT ON MORE THAN 66,000 UNDUPLICATED INDIVIDUALS IN CENTRAL VIRGINIA. NEEDS WERE EVALUATED BY VOLUNTEERS WHO MADE FUNDING RECOMMENDATIONS TO THE UNITED WAY BOARD FOR APPROVAL. THE UNITED WAY BOARD OF DIRECTORS VOTED UNANIMOUSLY TO MOVE FROM PROGRAM FUNDING TO AN ISSUE FOCUSED ORGANIZATION. THE FIRST ISSUE TO ADDRESS IS EDUCATION READINESS. THE COMMUNITY IMPACT COMMITTEE FORMED SUB-COMMITTEES TO DEVELOP AND IMPLEMENT THIS ISSUE. WE HELD A COMMUNITY FORUM TO INTRODUCE EDUCATION READINESS TO THE COMMUNITY, AND A FINAL RFP DRAFT WILL BE RELEASED JANUARY 2015. 176850 SMART BEGINNING CENTRAL VIRGINIASMART BEGINNINGS CENTRAL VIRGINIA IS AN AREA-WIDE COALITION OF AGENCIES, EARLY CHILDHOOD EDUCATORS, HEALTH PROVIDERS, BUSINESSES, AND COLLEGES THAT WORKS TOGETHER TO ENSURE THAT AREA CHILDREN ENTER KINDERGARTEN READY TO LEARN. THIRTY-SEVEN EARLY CHILDHOOD PROGRAMS AND FIVE FAMILY DAY HOMES PARTICIPATED IN THE VIRGINIA STAR QUALITY INITIATIVE. CENTERS WERE EVALUATED BY AN INDEPENDENT RATER, AND ALL PROGRAMS WERE ASSIGNED QUALIFIED MENTORS AND MONETARY SUPPORT FOR QUALITY IMPROVEMENT. A TOTAL OF $52,488 WAS SPENT IN MENTORING AND ON-SITE TRAINING WITH AN ADDITIONAL $45,000 SPENT ON RESOURCES AND MATERIALS. SBCV/VSQI ALSO PROVIDED TWO CONFERENCES SERVING NEARLY 200 EARLY CHILDHOOD EDUCATORS AND PROVIDED ANOTHER $9,000 IN RELATED RESOURCE MATERIALS FOR ALL ATTENDING PROGRAMS. THE SMART BEGINNINGS COALITION ADDRESSES THE HEALTH AND DEVELOPMENT OF CHILDREN FROM BIRTH THROUGH AGE FIVE, CHILD CARE STANDARDS, AND SAFETY ISSUES AND PARENT EDUCATION THROUGH THE INCREDIBLE YEARS PROGRAM. ITS TWO FULLY EQUIPPED LITERACY BUSES TRAVEL TO UNDER-RESOURCED AREAS TO ENGAGE PARENTS AND CHILDREN IN ACTIVITIES THAT PROMOTE LITERACY AND EARLY LEARNING. 276845 2-1-1 VIRGINIA2-1-1 VIRGINIA IS A FREE SERVICE THAT CONNECTS PEOPLE WITH AVAILABLE COMMUNITY SERVICES IN CENTRAL VIRGINIA AND THROUGHOUT THE COMMONWEALTH. THE SERVICE IS AVAILABLE 24 HOURS PER DAY 365 DAYS PER YEAR. TRAINED SPECIALISTS ANSWERED 21,694 CALLS FOR THE FISCAL YEAR ENDED 2014. IN ADDITION, THE CENTRAL VIRGINIA SITE, WHICH IS HOUSED AT UNITED WAY OF CENTRAL VIRGINIA, ASSUMED THE RESPONSIBILITY FOR MAINTAINING THE STATE-WIDE 2-1-1 DATABASE. A TOTAL OF 14,394 PROGRAMS WERE UPDATED DURING THE YEAR. 2748870 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 23 0 1 17 1 0 0 0 0 0 0 0 0 0 0 X 19 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X X MARIE MARTIN 4348468467 CORPORATE OFFICE LYNCHBURG VA 24501 JANICE CRAWFORD IMMEDIATE PAST CHAIR 1.00 X 0 0 0 DON BANKER DIRECTOR 1.00 X 0 0 0 J PATRICK RICHARDSON TREASURER 1.00 X X 0 0 0 DR GEORGE HURT CAMPAIGN CHAIR 2013 1.00 X X 0 0 0 GREG GRAHAM DIRECTOR 1.00 X 0 0 0 LARRY JACKSON DIRECTOR 1.00 X 0 0 0 DAVID LAURRELL DIRECTOR 1.00 X 0 0 0 MICHAEL SHADLER CHAIR ELECT 1.00 X X 0 0 0 KATHY BRYANT DIRECTOR 1.00 X 0 0 0 RANDY SMITH DIRECTOR 1.00 X 0 0 0 MARYJANE DOLAN BOARD CHAIR 1.00 X X 0 0 0 SCOTT NAGLEY DIRECTOR 1.00 X 0 0 0 CHERYL MIDKIFF DIRECTOR 1.00 X 0 0 0 DAN PETRISKIE SECRETARY 1.00 X X 0 0 0 BILL VARNER DIRECTOR 1.00 X 0 0 0 JOHN KRAKORA FUND DISTRIBUTION CHAIR 1.00 X X 0 0 0 ALTON BROWN DIRECTOR 1.00 X 0 0 0 RICHARD VERILLA DIRECTOR 1.00 X 0 0 0 DAVID NEUMEYER AGENCY REPRESENTATIVE 1.00 X 0 0 0 MARIE MARTIN PRESIDENT & CEO 40.00 X 90900 0 19403 TRACY PRICE VP OF FINANCE & OPERATIONS 40.00 X 57222 0 11411 148122 0 30814 0 0 0 0 0 360820 2887508 57419 3248328 27106 27106 560 0 560 560 560 23518 0 23518 23518 23518 180628 44389 136239 136239 MISCELLANEOUS 624100 2774 2774 2774 3438525 26852 0 163345 2091176 2091176 181679 47237 32702 101740 400537 248052 13773 138712 117087 64678 9012 43397 45288 22003 4574 18711 8100 8100 17601 3240 513 13848 16488 16488 7404 2092 4633 679 4221 2507 1368 346 33289 15645 4328 13316 10484 10484 11173 2229 8944 GRANT EXPENSE 166678 166678 CONSULTING 41980 41980 JANITOR SERVICE & BLDG 27631 21463 -514 6682 POSTAGE 25935 1140 688 24107 60992 18750 27032 15210 3267743 2748870 142125 376748 625 505 2070674 763950 1324840 1132722 54406 64562 5064 7114 724677 654001 59519 70676 49850 1026408 736854 802325 4301832 3868262 106387 42537 2972224 2361169 3078611 2403706 X -78915 145017 649493 656896 652643 662643 1223221 1464556 4301832 3868262 170782 70553 0 X X 0 1 X 1 0 X 3638401 3730366 3941453 3759994 3283725 18353939 3638401 3730366 3941453 3759994 3283725 18353939 16662 18337277 31496 34707 32657 12452 51184 162496 258009 269295 155023 78278 184847 945452 19461887 0.94220 0.94980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 1 0 1 0 0 PART II-B, LINE 1: SMART BEGINNINGS CENTRAL VIRGINIA WILL, AT TIMES, CIRCULATE MATERIALS OR CONTACT LEGISLATORS IN ORDER TO INCREASE AWARENESS OF ISSUES CONCERNING EARLY CHILDGOOD DEVELOPMENT. 2-1-1 VIRGINIA SUPPORTED CALLING FOR 2-1-1 LEGISLATION AND NATIONAL INFORMATION AND REFERRAL DAY. 327047 10000 48756 15374 4711 365718 309501 37064 14828 4690 327047 326669 1112 13439 4841 309501 276225 17468 51808 14125 4707 326669 253764 13562 28227 14896 4432 276225 1 0 33000 33000 532436 511324 21112 21706 21706 0 137535 120971 16564 70676 MUTUAL FUNDS 221425 F CORPORATE BONDS 349390 F CERTIFICATES OF DEPOSIT 451278 F CASH 4315 F 1026408 ENDOWMENT INVESTMENT 365718 PERPETUAL TRUSTS 431378 BENEFICIAL INTEREST 5229 802325 DESIGNATIONS PAYABLE 573463 ALLOCATIONS PAYABLE 1664313 DEFERRED REVENUE 123393 2361169 X 3182392 182823 -438956 -256133 3438525 0 3438525 2941057 182823 -509509 -326686 3267743 0 3267743 PART V, LINE 4: INCOME FROM ENDOWMENT FUNDS ARE USED TO OFFSET FUNDRAISING AND OPERATING COSTS. PART X, LINE 2: THE FINANCIAL ACCOUNTING STANDARDS BOARD ISSUED ASC 740-10, FORMERLY FASB INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH PRESCRIBED A COMPREHENSIVE MODEL FOR HOW AN ORGANIZATION SHOULD MEASURE, RECOGNIZE, PRESENT, AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT AN ORGANIZATION HAS TAKEN OR EXPECT TO TAKE ON A TAX RETURN. THE ORGANIZATION HAS ADOPTED ASC 740-10. THE ORGANIZATION HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE ORGANIZATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE AFFECT ON THE ORGANIZATION'S FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2014 AND 2013. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2011 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN NET VALUE OF PERPETUAL TRUSTS 36,674. DONOR DESIGNATIONS INCLUDED IN GRANT EXPENSE -553,898. CHANGE IN NET VALUE OF ENDOWMENT FUND 16,188. SPECIAL PROJECTS FUNDRAISING 44,389. CHANGE IN INVESTMENT 17,691. PART XII, LINE 2D - OTHER ADJUSTMENTS: DONOR DESIGNATIONS INCLUDED IN GRANT EXPENSE -553,898. SPECIAL PROJECTS FUNDRAISING 44,389. X X X X X X X 0 VA WILLIAMS GOLF 43474 43474 217 BOWL A THON 40188 40188 4080 802 3207 10 96966 96966 6341 15396 14346 180628 180628 10421 16198 17770 44389 136239 1 ADULT CARE CENTER OF CENTRAL VIRGINIA PO BOX 568 LYNCHBURG VA 24505 541297050 501(C)(3) 46771 ADULT DAY CARE, DESIGNATED GIFTSADULT DAY CARE, DESIGNATED GIFTS ALTAVISTACAMPBELL COUNTY HABITAT FOR HUMANITY INC PO BOX 232 ALTAVISTA VA 24517 541793590 501(C)(3) 10920 HOUSING, DESIGNATED GIFTS BEDFORD AREA FAMILY YMCA PO BOX 1026 BEDFORD VA 24523 541140513 501(C)(3) 54673 PRESCHOOL, CHILDCARE, DESIGNATED GIFTS BEDFORD CHRISTIAN MINISTRIES ASSOCIATION INC 217 WEST WASHINGTON STREET BEDFORD VA 24523 521414405 501(C)(3) 24440 HOUSING, UTILITY, AND PHARMACY ASSISTANCE, DESIGNATED GIFTS BETHUNE NURSERY SCHOOL INC 2249 HALIFAX STREET LYNCHBURG VA 24501 540541800 501(C)(3) 125379 CHILD CARE FOR LOW INCOME FAMILIES, DESIGNATED GIFTS BIG BROTHERS BIG SISTERS OF CENTRAL VIRGINIA 2901 LANGHORNE ROAD LYNCHBURG VA 24501 540908680 501(C)(3) 92891 MENTORING OF DISADVANTAGED YOUTH, DESIGNATED GIFTS BOY SCOUTS OF AMERICA- BLUE RIDGE MOUNTAINS COUNCIL PO BOX 7606 ROANOKE VA 24019 540912706 501(C)(3) 16047 SCOUTING FOR AT RISK YOUTH, DESIGNATED GIFTS CAMP CHILD INC PO BOX 3172 LYNCHBURG VA 24503 541036913 501(C)(3) 3342 CAMPING FOR DISABLED CHILDREN, DESIGNATED GIFTS CASA OF CENTRAL VIRGINIA INC PO BOX 11373 LYNCHBURG VA 24506 541695593 501(C)(3) 51185 ADVOCACY FOR ABUSED AND NEGLECTED CHILDREN, DESIGNATED GIFTS CENTRAL VIRGINIA AREA AGENCY ON AGING INC PO BOX 1390 LYNCHBURG VA 24505 510189604 501(C)(3) 95543 IN-HOME CARE, TRANSPORATION, AND MEALS FOR SENIORS, DESIGNATED GIFTS DAWN INC PO BOX 325 ALTAVISTA VA 24517 541253623 501(C)(3) 7246 HOUSING, UTILITY, AND PHARMACY ASSISTANCE, DESIGNATED GIFTS FAMILY ALLIANCE OF CENTRAL VIRGINIA 2600 MEMORIAL AVE STE APT 201 LYNCHBURG VA 24501 540539600 501(C)(3) 218718 FAMILY AND MENTAL HEALTH COUNSELING AND SERVICES, YOUTH DEVELOPMENT, TRANSPORTATION, ABUSE PREVENTION, DESIGNATED GIFTS FREE CLINIC OF CENTRAL VIRGINIA INC 1016 MAIN STREET LYNCHBURG VA 24504 541420756 501(C)(3) 96365 PHARMACY, MEDICAL, DENTAL CARE TO UN- AND UNDER-INSURED, DESIGNATED GIFTS HISTORIC VIRGINIA CHAPTER OF THE AMERICAN RED CROSS 1007 SHEFFIELD DRIVE LYNCHBURG VA 24501 540505993 501(C)(3) 98714 EMERGENCY AND DISASTER SERVICES, BLOOD SERVICES, DESIGNATED GIFTS LYNCHBURG COMMUNITY ACTION GROUP INC 926 COMMERCE STREET LYNCHBURG VA 24504 540797340 501(C)(3) 133790 EARLY CHILDHOOD EDUCATION, HOUSING, EMPLOYMENT SERVICES AND TRAINING MEALS ON WHEELS OF THE GREATER LYNCHBURG AREA INC PO BOX 1388 LYNCHBURG VA 24505 237299875 501(C)(3) 48912 MEALS FOR HOMEBOUND, DESIGNATED GIFTS MENTAL HEALTH ASSOCIATION OF CENTRAL VIRGINIA INC 1010 MILLER PARK SQUARE LYNCHBURG VA 24501 540829479 501(C)(3) 66864 MENTAL HEALTH EDUCATION AND SUPPORT SERVICES, DESIGNATED GIFTS THE ARC OF CENTRAL VIRGINIA 1508 BEDFORD AVENUE LYNCHBURG VA 24504 237221570 501(C)(3) 105275 DAY AND SUMMER CAMP FOR THE DISABLED, DESIGNATED GIFTS THE SALVATION ARMY CORPS 2215 PARK AVENUE LYNCHBURG VA 24501 580660607 501(C)(3) 108419 EMERGENCY AND TRANSITION HOUSING, FAMILY AND YOUTH SERVICES, CHILD CARE, DESIGNATED GIFTS VIRGINIA LEGAL AID SOCIETY INC PO BOX 6200 LYNCHBURG VA 24505 510226448 501(C)(3) 61333 HOUSING PRESERVATION, DESIGNATED GIFTS YMCA OF CENTRAL VIRGINIA 801 WYNDHURST DRIVE LYNCHBURG VA 24502 540505924 501(C)(3) 74419 CHILD CARE AND OUTREACH TO DISADVANTAGED, DESIGNATED GIFTS YWCA OF CENTRAL VIRGINIA 626 CHURCH STREET LYNCHBURG VA 24504 540506490 501(C)(3) 198740 LOW-RENT AND TRANSITIONAL HOUSING, DOMESTIC VIOLENCE PREVENTION, YOUTH DEVELOPMENT JUBILEE FAMILY DEVELOPMENT CENTER 1512 FLORIDA AVE LYNCHBURG VA 24501 541881948 501(C)(3) 36291 PROMOTES PERSONAL, SOCIAL, AND SPIRITUAL GROWTH AND STABILITY OF FAMILIES LYNCHBURG SHELTERED INDUSTRIES 3120 ODD FELLOWS RD LYNCHBURG VA 24506 540741120 501(C)(3) 8559 SUMMER PROGRAM FOR YOUTH LAKE CHRISTIAN MINISTRIES PO BOX 695 MONETA VA 24121 542034650 501(C)(3) 14543 DESIGNATED GIFTS REBUILDING TOGETHER 926 COMMERCE STREET LYNCHBURG VA 24504 541976958 501(C)(3) 42852 HOME REPAIR DAILY BREAD 721 CLAY STREET LYNCHBURG VA 24504 521268749 501(C)(3) 5322 DESIGNATED GIFTS PARK VIEW COMMUNITY MISSION 2420 MEMORIAL AVE LYNCHBURG VA 24501 540798225 501(C)(3) 5687 COMMUNITY OUTREACH, DESIGNATED GIFTS GIRLS ON THE RUN OF CENTRAL VIRGINIA 922 MAIN STREET STE 1 LYNCHBURG VA 24504 262858200 501(C)(3) 5711 DESIGNATED GIFTS NEW VISTAS SCHOOL 520 ELDON STREET LYNCHBURG VA 24501 541273630 501(C)(3) 7656 DESIGNATED GIFTS RIVERSIDE SCHOOL 2110 MCRAE ROAD RICHMOND VA 23235 540895408 501(C)(3) 6666 DESIGNATED GIFTS 31 PART I, LINE 2: UWCV STAFF, AND VOLUNTEERS MONITOR PROGRAM OUTCOMES, FINANCIAL STABILITY AND USE OF FUNDS AT LEAST ANNUALLY. DESIGNATED GIFTS FROM DONORS ARE NOT REVIEWED. ALL RECEIVING AGENCIES ARE MONITORED FOR TAX EXEMPT STATUS AND COMPLIANCE WITH PATRIOT ACT. 135 AGENCIES RECEIVED $97,686 IN GRANTS LESS THAN $5,000. DAVID NEUMEYER AGENCY REPRESENTATIVE EXECUTIVE DIRECTOR OF AN AGENCY THAT RECEIVES UNITED WAY FUNDS. 0 X 22 57419 MEDIAN TRADE PRICE X ADVERTISING 4 159360 ESTIMATED BY DONOR X PRINTING 1 15116 ESTIMATED BY DONOR X 350 CASES BAT 1 7000 ESTIMATED BY DONOR X LANDSCAPING G 1 1028 ESTIMATED BY DONOR X BEVERAGES FOR 1 240 ESTIMATED BY DONOR X PRIZES 1 69 ESTIMATED BY DONOR X GIFT CARD 1 10 ESTIMATED BY DONOR 0 0 1 PART I, LINE 32B: THE ORGANIZATION HAS TWO BROKERAGE ACCOUNTS THROUGH WHICH SECURITIES ARE SOLD FOR A COMMISSION. FORM 990, PART VI, SECTION A, LINE 2 DAVID NEUMEYER IS EXECUTIVE DIRECTOR OF AN AGENCY THAT RECEIVES UNITED WAY FUNDS. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY THE AUDIT COMMITTEE AND PRESENTED TO THE FULL BOARD FOR ACCEPTANCE. FORM 990, PART VI, SECTION B, LINE 12C STAFF ARE NOT ALLOWED TO HAVE CONFLICTS WITH AGENCIES OR OTHER ENTITIES. BOARD MEMBERS MUST CERTIFY ANNUALLY THEIR UNDERSTANDING OF POLICY AND DETAIL ANY CONFLICTS. BOARD MEMBERS ARE TO ABSTAIN FROM ACTIONS THAT CREATE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMPENSATION COMMITTEE, WHICH REPORTS TO THE BOARD OF DIRECTORS, REVIEWS AND APPROVES COMPENSATION AND BENEFITS FOR ALL OFFICERS, COMPARING DATA FROM OTHER LOCAL UNITED WAYS OF SIMILAR SIZE AS WELL AS OTHER LOCAL, REGIONAL, AND NATIONAL DATA FOR SIMILAR POSITIONS. THIS REVIEW OCCURS AT LEAST ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. PART XI, LINE 2C EXPLANATION: PROCESS HAS NOT CHANGED FROM PRIOR YEAR.