2014-07-28T13:35:07-05:00 2013-12-31 540737372 PBMARES LLP 434 MCLAWS CIRCLE SUITE 201 WILLIAMSBURG VA 23185 990 2013-01-01 540844073 UNITED FUND OF WILLIAMSBURG & JAMES CITY COUNTY VIRGINIA INC UNIT 7572532264 5400 DISCOVERY PARK BLVD NO 104 WILLIAMSBURG VA 23188 SHARON GIBLSON-ELLIS EXECUTIVE DIRECTOR 7572532264 2014-07-22 1 RICHARD G SMITH P00182660 7572297180 2014-06-19 X 2013 2015-11-30 17:44:51Z UNITED WAY OF GREATER WILLIAMSBURG SHARON GIBSON-ELLIS 5400 DISCOVERY PARK BLVD NO 104 WILLIAMSBURG VA 23188 1802568 0 X WWW.UWGW.ORG X 1972 VA TO SERVE AS A CENTRAL AGENCY TO CONSOLIDATE FUNDRAISING CAMPAIGNS, COLLECTION OF MONIES, AND REMITTANCES FOR LOCAL PARTICIPATING CHARITABLE ORGANIZATIONS. 25 25 25 837 0 0 1679285 1790086 0 6450 3636 1698 25020 3899 1707941 1802133 1021314 790455 0 0 460541 458733 0 0 149925 293533 227851 1775388 1477039 -67447 325094 1513732 1637660 656195 583218 857537 1054442 X TO SERVE AS A CENTRAL AGENCY TO CONSOLIDATE FUNDRAISING CAMPAIGNS ,COLLECTION OF MONIES, AND REMITTANCES FOR LOCAL PARTICIPATING CHARITABLE ORGANIZATIONS. 0 0 706766 706766 3899 SUPPORT OF LOCAL NONPROFIT AGENCIES OFFERING HEALTH AND HUMAN CARE PROGRAMS. 133338 PROVIDE A CENTRALIZED COMMUNITY RESOURCE CENTER TO LINK PEOPLE IN NEED OF HELP WITH COMMUNITY RESOURCES. 83689 83689 REFERRAL PROGRAM - ASSISTING FAMILIES IN NEED WITH EMERGENCY SHELTER, UTILITIES, MEDICAL, TRANSPORTATION, FOOD, AND HOUSING. 250929 PARTNERSHIP WITH SISTERS OF THE FRANCISCAN BRETHREN TO OPERATE A WELCOME HOME GUEST HOUSE FOR EX-CONVICTS RE-ENTERING SOCIETY, HOUSING COLLABORATIVE WITH LOCAL GOVERNMENTS, IN-TANDEM WHICH IS A PARTNERSHIP WITH WILLIAMSBURG COMMUNITY HEALTH FOUNDATION TO COACH AND MENTOR NON-PROFIT ORGANIZATIONS IN THE WILLIAMSBURG COMMUNITY, AND CHX4CHANGE WHICH IS A WOMEN'S LEADERSHIP INITIATIVE. 26810 6450 WELLNESS SYMPOSIUM A VOLUNTEER ACTION AND RESULTANT SEMINAR TO PROMOTE WOMENS AND FAMILY WELLNESS ISSUES. 277739 6450 1201532 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 25 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X JAMES COOLEY-CHIEF OPERATING OFFICER 7572532264 5400 DISCOVERY PARK BLVD NO 104 WILLIAMSBURG VA 23188 MARSHALL WARNER PRESIDENT 1.00 X X 0 0 0 BOB MANDALA GOVERNANCE CHAIR 1.00 X X 0 0 0 JAKE LIEBLER SECRETARY 1.00 X X 0 0 0 TUCKER EDMONDS COMMUNITY CO-IMPACT CHAIR 1.00 X X 0 0 0 STONE MCCARY FINANCE CHAIR 1.00 X X 0 0 0 JIM ARCHER TREASURER 1.00 X X 0 0 0 KIM VAN SICKEL MARKETING CHAIR 1.00 X X 0 0 0 MARK DUNCAN CAMPAIGN CHAIR/VP 1.00 X X 0 0 0 CARLA BRITTLE COMMUNITY CO-IMPACT CHAIR 1.00 X X 0 0 0 LAURIE BLANTON-COLEMAN DIRECTOR 1.00 X 0 0 0 RUSTY CARTER DIRECTOR 1.00 X 0 0 0 AARON BUTLER DIRECTOR 1.00 X 0 0 0 PAM FRAZIER DIRECTOR 1.00 X 0 0 0 KATHY HOWELL DIRECTOR 1.00 X 0 0 0 RICK DUNLAP DIRECTOR 1.00 X 0 0 0 RICHARD DURST DIRECTOR 1.00 X 0 0 0 KERRY MELLETTE DIRECTOR 1.00 X 0 0 0 GENEVIEVE OWENS DIRECTOR 1.00 X 0 0 0 SCOTT RICHARDSON DIRECTOR 1.00 X 0 0 0 ROSS RICHARDSON DIRECTOR 1.00 X 0 0 0 ANDREW ROEHRLE DIRECTOR 1.00 X 0 0 0 BRAD ELSASS DIRECTOR 1.00 X 0 0 0 VICKI HENRICK DIRECTOR 1.00 X 0 0 0 SUSAN HUNT DIRECTOR 1.00 X 0 0 0 ADAM KINSANAN DIRECTOR 1.00 X 0 0 0 SHARON GIBSON-ELLIS EXECUTIVE DIRECTOR 40.00 X 77374 0 15295 JAMES COOLEY CHIEF OPERATING OFFICER 40.00 X 50293 0 16449 127667 0 31744 0 0 0 0 0 57275 58385 1674426 21943 1790086 WELLNESS SYMPOSIUM 900099 6450 6450 6450 2013 2013 120 435 -315 -315 -315 REIMBURSED EXPENSES 900099 2354 2354 MISCELLANEOUS INCOME 900099 1545 1545 3899 1802133 10349 0 1698 706766 706766 83689 83689 159410 90635 32762 36013 240536 136760 49435 54341 954 484 196 274 24112 13709 4956 5447 33721 19173 6930 7618 15000 10930 1370 2700 5162 4792 4 366 17731 5445 3922 8364 35209 20238 11545 3426 5475 3490 990 995 53606 41135 6524 5947 5767 3776 1038 953 27081 27064 17 14931 9107 2240 3584 16143 9847 2421 3875 3748 2281 592 875 RECRUITMENT AND RETENTI 25374 10438 14936 DUES AND SUBSCRIPTIONS 1842 991 657 194 REPAIRS AND MAINTENANCE 491 491 291 291 1477039 1201532 125582 149925 901959 758651 532231 770096 2461 14683 19098 117559 39123 55941 78436 8918 8918 1513732 1637660 643446 529299 12749 53919 656195 583218 X 315178 267506 542359 786936 0 857537 1054442 1513732 1637660 X 325094 -128189 X X 0 1 X 1 0 X 1764778 1405118 1692792 1679285 1790086 8332059 1764778 1405118 1692792 1679285 1790086 8332059 852229 7479830 16719 14011 4396 3636 2013 40775 11160 9174 9450 25020 3898 58702 8431536 0.88710 0.92720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28643 734 27909 88916 38389 50527 78436 X 1685441 11500 11500 1673941 128192 128192 1802133 1488539 11500 11500 1477039 0 1477039 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION IS NOT AWARE OF ANY UNCERTAIN POSITIONS, AND HAS NOT ACCRUED THE EFFECT OF ANY UNCERTAIN TAX POSITIONS. FISCAL YEARS ENDING ON OR AFTER DECEMBER 31, 2010, REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. THE ORGANIZATION'S POLICY IS TO CLASSIFY INCOME TAX RELATED INTEREST AND PENALTIES, IF ANY, IN INTEREST EXPENSE AND PENALTIES EXPENSE, RESPECTIVELY. PART XI, LINE 4B - OTHER ADJUSTMENTS: ALLOWANCE FOR UNCOLLECTIBLE PLEDGES 128,192. 1 AMERICAN RED CROSS VIRGINIA PENINSULA 3715 STRAWBERRY PLAINS DRIVE WILLIAMSBURG VA 23185 530196605 501 (C)(3) 7829 ALLOCATION AND DESIGNATION ARC OF GREATER WILLIAMSBURG 202D PACKETS COURT WILLIAMSBURG VA 23185 541054921 501 (C)(3) 50864 MEMBER AGENCY - ALLOCATION AND DESIGNATION AVALON PO BOX 6805 WILLIAMSBURG VA 23188 521208945 501 (C)(3) 57559 MEMBER AGENCY - ALLOCATION AND DESIGNATION BIG BROTHERS BIG SISTERS 3364 MCLAWS CIRCLE SUITE 2 WILLIAMSBURG VA 23185 541153403 501 (C)(3) 61349 MEMBER AGENCY - ALLOCATION AND DESIGNATION BOY SCOUTS OF AMERICA-COLONIAL VA COUNCIL 11721 JEFFERSON AVE NEWPORT NEWS VA 23606 540505994 501 (C)(3) 13613 MEMBER AGENCY - ALLOCATION AND DESIGNATION CHILD & FAMILY CONNECTION 2021 CUNNINGHAM DRIVE STE 400 HAMPTON VA 23666 540505893 501 (C)(3) 41110 MEMBER AGENCY - ALLOCATION AND DESIGNATION CHILD DEVELOPMENT RESOURCES PO BOX 280 NORGE VA 23127 540791991 501 (C)(3) 82421 MEMBER AGENCY - ALLOCATION AND DESIGNATION CHILDREN'S HOME SOCIETY 4200 FITZHUGH AVE RICHMOND VA 23230 540505884 501 (C)(3) 6212 MEMBER AGENCY - ALLOCATION AND DESIGNATION COLONIAL CASA-COURT APPOINTED SPECIAL ADV 1311 JAMESTOWN ROAD SUITE 201 WILLIAMSBURG VA 23185 541751706 501 (C)(3) 18272 MEMBER AGENCY - ALLOCATION AND DESIGNATION GIRL SCOUTS OF COLONIAL COAST 912 CEDAR ROAD CHESAPEAKE VA 23322 541158412 501 (C)(3) 14945 MEMBER AGENCY - ALLOCATION AND DESIGNATION HERITAGE HUMANE SOCIETY 430 WALLER MILL ROAD WILLIAMSBURG VA 23185 541641580 501 (C)(3) 5874 ALLOCATION AND DESIGNATION HOSPICE HOUSE & SUPPORT CARE OF WMSBG AT HOSPICE HOUSE 4445 POWHATAN PARKWAY WILLIAMSBURG VA 23188 521289657 501 (C)(3) 64535 MEMBER AGENCY - ALLOCATION AND DESIGNATION HOUSING PARTNERSHIPS 115 PALACE LANE WILLIAMSBURG VA 23185 541352365 501 (C)(3) 68496 MEMBER AGENCY - ALLOCATION AND DESIGNATION LITERACY FOR LIFE AT THE RITA WELSH ADULT COLLEGE OF WILLIAM & MARY PO BOX 8795 WILLIAMSBURG VA 231878795 541085026 501 (C)(3) 33357 MEMBER AGENCY - ALLOCATION AND DESIGNATION PENINSULA AGENCY ON AGING 739 THIMBLE SHOALS BLVD SUITE 1006 NEWPORT NEWS VA 23606 510151069 501 (C)(3) 25561 MEMBER AGENCY - ALLOCATION AND DESIGNATION SALVATION ARMY 151 KRISTIANSAND DRIVE SUITE 109 WILLIAMSBURG VA 23188 580660607 501 (C)(3) 51098 MEMBER AGENCY - ALLOCATION AND DESIGNATION WILLIAMSBURG AREA FAITH IN ACTION 354 MCLAWS CIRCLE SUITE 2 WILLIAMSBURG VA 23185 311812124 501 (C)(3) 11017 MEMBER AGENCY - ALLOCATION AND DESIGNATION WILLIAMSBURG MEALS ON WHEELS PO BOX 709 WILLIAMSBURG VA 23187 540952118 501 (C)(3) 29531 MEMBER AGENCY - ALLOCATION AND DESIGNATION 20 EMERGENCY SHELTER 120 21463 UTILITY ASSISTANCE 83 14045 PRESCRIPTION AND MEDICAL ASSISTANCE 29 5148 GAS, TRANSPORTATION ASSISTANCE 425 4557 FOOD ASSISTANCE 40 2201 HOUSING COLLABORATIVE - ASSISTED 5 FAMILIES 5 4482 REENTRY HOUSE- RENT, UTILITIES, SUPPLIES - 3 HOUSES, MULTIPLE RESIDENTS. 20241 FOODSTUFFS, CLOTHING AND FURNITURE 500 11552 FMV AND THRIFT STORE VALUE FOODSTUFFS, CLOTHING AND FURNITURE PART I, LINE 2: AN APPLICATION PROCESS THAT INCLUDES EXPLANATION OF THE PROPOSED USE AND RESULTS FROM USE OF THE FUNDING, FINANCIAL REVIEW OF THE ORGANIZATION TO GAIN A LEVEL OF ASSURANCE THAT THE ORGANIZATION FOLLOWS SOUND FISCAL POLICIES, VERIFICATION OF COMPLIANCE WITH THE PROVISIONS OF THE PATRIOT ACT AND VERIFICATION OF CURRENT STATUS AS AN IRS CODE SECTION 501(C)(3) NONPROFIT ORGANIZATION. THE ORGANIZATIONS ARE ALSO REQUIRED TO PROVIDE THE ORGANIZATION WITH QUARTERLY PROGRESS REPORTS THAT SHOW HOW THE FUNDING HAS BEEN UTILIZED TO DATE AND THE RESULTS ACHIEVED AGAINST MISSION AS A RESULT AND A FINAL REPORT AT YEAR END THAT VERIFIES THAT ALL FUNDING HAS BEEN USED FOR THE PURPOSES INTENDED AND WHAT RESULTS WERE COMPARED TO THE PROPOSED RESULTS FROM THE ORIGINAL APPLICATION. DONOR DESIGNATED FUNDS ARE MONITORED THROUGH SCREENING TO DETERMINE THAT THE ORGANIZATION IS IN COMPLIANCE WITH THE PROVISIONS OF THE PATRIOT ACT AND HAVE A CURRENT STATUS AS AN IRS CODE SECTION 501(C)(3) NONPROFIT ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT COPY OF THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE GOVERNANCE COMMITTEE (WHICH INCLUDES SEVERAL FINANCIAL EXPERTS) AT A SCHEDULED GOVERNANCE COMMITTEE MEETING. THE GOVERNANCE COMMITTEE ASKS QUESTIONS AND PROVIDES REVISIONS TO THE FORM 990. IF APPROVED BY THE GOVERNANCE COMMITTEE, A RECOMMENDATION IS MADE BY THE GOVERNANCE COMMITTEE FOR THE BOARD TO REVIEW THE FORM 990 AND, ULTIMATELY, THE FULL BOARD WILL APPROVE THE FORM 990 AND THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BOARD HAS TWO ETHICS OFFICERS WHO REVIEW THE CONFLICT OF INTEREST POLICY, PROVIDE QUESTIONNAIRES FOR THE BOARD MEMBERS TO REPORT CONFLICTS OF INTEREST, AND REPORT ON ANY FINDINGS OF CONFLICTS OF INTERESTS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE COMPENSATION PACKAGES ARE COMPARED TO OTHER UNITED WAY ORGANIZATIONS AND COST OF LIVING FOR THE AREA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC FOR REVIEW UPON REQUEST. FORM 990, PART XI, LINE 9: LOSSES ON UNCOLLECTED PLEDGES -128,192. ROUNDING 3. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESS SINCE LAST YEAR.