2013-12-20T16:06:39-06:00 2013-06-30 541953476 DAVIDSON DOYLE & HILTON LLP PO BOX 800 LYNCHBURG VA 245050800 990 2012-07-01 540505923 UNITED WAY OF CENTRAL VIRGINIA INC UNIT 4348468467 1010 MILLER PARK SQUARE LYNCHBURG VA 245012755 MARIE MARTIN 4348468467 2013-12-20 1 DAVIDSON DOYLE HILTON LLP P00884747 4348467611 2012 2015-11-30 17:44:51Z MARIE MARTIN 1010 MILLER PARK SQUARE LYNCHBURG VA 24501 3858576 0 X WWW.UNITEDWAYCV.ORG X 1955 VA TO BE RECOGNIZED AS THE PREMIER ORGANIZATION FOR IDENTIFYING THE COMMUNITY'S CRITICAL HUMAN NEEDS AND ADDRESSING THOSE NEEDS THROUGH AGGRESSIVE FUNDRAISING AND EFFECTIVE ALLOCATION OF RESOURCES. 22 22 20 1460 0 0 3528307 3759994 0 0 23811 19714 78589 44294 3630707 3824002 2609309 2781531 0 0 677012 716154 0 0 351777 411746 337874 3698067 3835559 -67360 -11557 4191295 4301832 3003831 3078611 1187464 1223221 X TO BE RECOGNIZED AS THE PREMIER ORGANIZATION FOR IDENTIFYING THE COMMUNITY'S CRITICAL HUMAN NEEDS AND ADDRESSING THOSE NEEDS THROUGH AGGRESSIVE FUNDRAISING AND EFFECTIVE ALLOCATION OF RESOURCES. 0 0 2833677 2744436 4755 COMMUNITY IMPACTUWCV RAISED OVER $3.5M DURING ITS ANNUAL CAMPAIGN TO MAKE AN IMPACT ON MORE THAN 60,000 UNDUPLICATED INDIVIDUALS IN CENTRAL VIRGINIA. NEEDS WERE EVALUATED BY A VOLUNTEER PANEL USING UWCV'S ASSESSMENT OF REGIONAL WELL BEING. COMMUNITY IMPACT AND AFFINITY GROUP FUNDS SUPPORTED EDUCATION READINESS AND EARLY CHILDHOOD PROGRAMS FOR AT-RISK CHILDREN. 179978 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-TWO EARLY CHILDHOOD CENTERS AND TEN 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. SBCV ALSO PROVIDED OPEN TRAININGS AND INCENTIVE MATERIALS TO CENTRAL VIRGINIA EARLY CHILDHOOD EDUCATORS. 223313 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 31,519 CALLS FOR THE FISCAL YEAR ENDED 2013. 67206 37095 EMERGENCY FOOD AND SHELTER, DAY OF CARING, GROW ONE, ONE FOR ANOTHER, WOMEN'S LEADERSHIP COUNCIL, YOUNG LEADERS SOCIETY, AND SUPPORT TO LYNCHBURG BEACON OF HOPE. 67206 37095 3304174 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 28 0 1 20 1 0 0 0 0 0 0 0 0 0 0 X 22 22 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 1.00 X X 0 0 0 DON BANKER 1.00 X 0 0 0 DARLA EDWARDS 1.00 X 0 0 0 J PATRICK RICHARDSON 1.00 X X 0 0 0 TERRY JAMERSON 1.00 X 0 0 0 GEORGE HURT 1.00 X X 0 0 0 GREG GRAHAM 1.00 X 0 0 0 LARRY JACKSON 1.00 X 0 0 0 DAVID LAURRELL 1.00 X 0 0 0 MICHAEL SHADLER 1.00 X 0 0 0 DIANNE WRIGHT 1.00 X X 0 0 0 CECIL KENDRICK 1.00 X 0 0 0 KATHY BRYANT 1.00 X 0 0 0 VIOLET MITCHELL 1.00 X 0 0 0 RANDY SMITH 1.00 X 0 0 0 FRANCES GILES 1.00 X X 0 0 0 MARYJANE DOLAN 1.00 X X 0 0 0 SCOTT NAGLEY 1.00 X 0 0 0 CHERYL MIDKIFF 1.00 X 0 0 0 DAN PETRISKIE 1.00 X X 0 0 0 LAURIE SZCZUTKOWSKI 1.00 X X 0 0 0 BILL VARNER 1.00 X 0 0 0 MARIE MARTIN 40.00 X 90000 0 19152 TRACY PRICE 40.00 X 56100 0 11172 146100 0 30324 0 0 0 0 0 293279 3466715 82471 3759994 19714 19714 1332 0 1332 1332 1332 74113 34574 39539 39539 MISCELLANEOUS 624100 3423 3423 3423 3824002 4755 0 59253 2781531 2781531 176424 45870 31756 98798 389123 218937 37565 132621 104147 56056 12474 35617 46460 21484 5848 19128 8100 8100 6374 997 932 4445 14290 14290 11091 4741 5447 903 7049 4169 660 2220 32418 15360 4145 12913 8935 8935 10307 1941 8366 GRANT EXPENSE 106500 106406 94 JANITOR SERVICE & BLDG 40096 20168 6789 13139 RESEARCH MARKETING 22688 5004 7703 9981 TELEPHONE 16089 8284 7805 53937 13226 18699 22012 3835559 3304174 179608 351777 410 625 2056104 2070674 1262612 1324840 108673 54406 6852 5064 703036 643517 68454 59519 49850 688190 736854 4191295 4301832 70623 106387 2933208 2972224 3003831 3078611 X -31201 -78915 566022 649493 652643 652643 1187464 1223221 4191295 4301832 -11557 47314 0 X X 0 1 X 1 0 X 3604705 3638401 3730366 3941453 3759994 18674919 3604705 3638401 3730366 3941453 3759994 18674919 18674919 34725 31496 34707 32657 12452 146037 80894 258009 269295 155023 78278 841499 19662455 0.94980 0.94650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 1 0 1 0 0 EXPLANATION OF LOBBYING ACTIVITIES: 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. 309501 37064 14828 4690 327047 326669 1112 13439 4841 309501 276225 17468 51808 14125 4707 326669 253764 13562 28227 14896 4432 276225 314675 -42417 13882 4612 253764 0.99000 0.01000 1 0 33000 33000 513882 508633 5249 21706 21706 0 134448 113178 21270 59519 ENDOWMENT INVESTMENT 327047 PERPETUAL TRUSTS 404253 BENEFICIAL INTEREST 4126 CONSTRUCTION IN PROCESS 1428 736854 DESIGNATIONS PAYABLE 543070 ALLOCATIONS PAYABLE 2267813 DEFERRED REVENUE 161341 2972224 X 3496744 131976 -459234 -327258 3824002 0 3824002 3460987 131976 -506548 -374572 3835559 0 3835559 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: INCOME FROM ENDOWMENT FUNDS ARE USED TO OFFSET FUNDRAISING AND OPERATING COSTS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2013 AND 2012. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2010 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN NET VALUE OF PERPETUAL TRUSTS 22,576. DONOR DESIGNATIONS INCLUDED IN GRANT EXPENSE -541,122. CHANGE IN NET VALUE OF ENDOWMENT FUND 24,888. SPECIAL PROJECTS FUNDRAISING 34,574. CHANGE IN INVESTMENT -150. PART XII, LINE 2D - OTHER ADJUSTMENTS: DONOR DESIGNATIONS INCLUDED IN GRANT EXPENSE -541,122. SPECIAL PROJECTS FUNDRAISING 34,574. X X X X X X X 0 VA BOWL-A-THON 22262 22262 3917 3442 LYNCHBURG COOKS 15101 15101 591 722 6 36750 36750 9470 6639 9793 74113 74113 13387 7230 13957 34574 39539 1 ADULT CARE CENTER OF CENTRAL VIRGINIA PO BOX 568 LYNCHBURG VA 24505 541297050 501(C)(3) 60951 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) 10100 HOUSING, DESIGNATED GIFTS BEDFORD AREA FAMILY YMCA PO BOX 1026 BEDFORD VA 24523 541140513 501(C)(3) 49064 PRESCHOOL, CHILDCARE, DESIGNATED GIFTS BEDFORD CHRISTIAN MINISTRIES ASSOCIATION INC 217 WEST WASHINGTON STREET BEDFORD VA 24523 521414405 501(C)(3) 27143 HOUSING, UTILITY, AND PHARMACY ASSISTANCE, DESIGNATED GIFTS BETHUNE NURSERY SCHOOL INC 2249 HALIFAX STREET LYNCHBURG VA 24501 540541800 501(C)(3) 153700 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) 131780 MENTORING OF DISADVANTAGED YOUTH, DESIGNATED GIFTS BOY SCOUTS OF AMERICA- BLUE RIDGE MOUNTAINS COUNCIL PO BOX 7606 ROANOKE VA 24019 540912706 501(C)(3) 21780 SCOUTING FOR AT RISK YOUTH, DESIGNATED GIFTS CAMP CHILD INC PO BOX 3172 LYNCHBURG VA 24503 541036913 501(C)(3) 11053 CAMPING FOR DISABLED CHILDREN, DESIGNATED GIFTS CASA OF CENTRAL VIRGINIA INC PO BOX 11373 LYNCHBURG VA 24506 541695593 501(C)(3) 63636 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) 109537 IN-HOME CARE, TRANSPORATION, AND MEALS FOR SENIORS, DESIGNATED GIFTS DAWN INC PO BOX 325 ALTAVISTA VA 24517 541253623 501(C)(3) 27831 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) 324218 COUNSELING, YOUTH DEVELOPMENT, TRANSPORTATION, ABUSE PREVENTION, DESIGNATED GIFTS FREE CLINIC OF CENTRAL VIRGINIA INC 1016 MAIN STREET LYNCHBURG VA 24504 541420756 501(C)(3) 123350 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) 103370 EMERGENCY AND DISASTER SERVICES, BLOOD SERVICES, DESIGNATED GIFTS LYNCHBURG COMMUNITY ACTION GROUP INC 926 COMMERCE STREET LYNCHBURG VA 24504 540797340 501(C)(3) 65951 EARLY CHILDHOOD EDUCATION, HOUSING, EMPLOYMENT SERVICES AND TRAINING LYNCHBURG SHELTERED INDUSTRIES 3120 ODD FELLOWS ROAD LYNCHBURG VA 24506 540741120 501(C)(3) 2765 EMPLOYMENT FOR DISABLED, DESIGNATED GIFTS MEALS ON WHEELS OF THE GREATER LYNCHBURG AREA INC PO BOX 1388 LYNCHBURG VA 24505 237299875 501(C)(3) 68166 MEALS FOR HOMEBOUND, DESIGNATED GIFTS MENTAL HEALTH ASSOCIATION OF CENTRAL VIRGINIA INC 1010 MILLER PARK SQUARE LYNCHBURG VA 24501 540829479 501(C)(3) 95681 MENTAL HEALTH EDUCATION AND SUPPORT SERVICES, DESIGNATED GIFTS THE ARC OF CENTRAL VIRGINIA 1508 BEDFORD AVENUE LYNCHBURG VA 24504 237221570 501(C)(3) 119196 DAY AND SUMMER CAMP FOR THE DISABLED, DESIGNATED GIFTS THE SALVATION ARMY CORPS 2215 PARK AVENUE LYNCHBURG VA 24501 580660607 501(C)(3) 165158 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) 56866 HOUSING PRESERVATION, DESIGNATED GIFTS YMCA OF CENTRAL VIRGINIA 801 WYNDHURST DRIVE LYNCHBURG VA 24502 540505924 501(C)(3) 77074 CHILD CARE AND OUTREACH TO DISADVANTAGED, DESIGNATED GIFTS YWCA OF CENTRAL VIRGINIA 626 CHURCH STREET LYNCHBURG VA 24504 540506490 501(C)(3) 232323 LOW-RENT AND TRANSITIONAL HOUSING, DOMESTIC VIOLENCE PREVENTION, YOUTH DEVELOPMENT JUBILEE FAMILY DEVELOPMENT CENTER 1512 FLORIDA AVE LYNCHBURG VA 24501 541881948 501(C)(3) 44577 PROMOTES PERSONAL, SOCIAL, AND SPIRITUAL GROWTH AND STABILITY OF FAMILIES PIEDMONT COMMUNITY IMPACT ORGANIZATION PO BOX 187 GLADYS VA 24554 541862746 501(C)(3) 12226 SUMMER PROGRAM FOR YOUTH THE GATEWAY HOUSE PO BOX 1255 LYNCHBURG VA 24505 541450248 501(C)(3) 48930 RESIDENTIAL RECOVERY PROGRAM FOR HOMELESS MEN WHO ARE DRUG AND ALCOHOL DEPENDENT LAKE CHRISTIAN MINISTRIES PO BOX 695 MONETA VA 24121 542034650 501(C)(3) 5419 DESIGNATED GIFTS BLUE RIDGE AREA FOOD BANK 501 12TH ST LYNCHBURG VA 24504 521202644 501(C)(3) 5634 DESIGNATED GIFTS REBUILDING TOGETHER 926 COMMERCE STREET LYNCHBURG VA 24504 541976958 501(C)(3) 37473 HOME REPAIR PRESBYTERIAN HOMES & FAMILY SERVICES 150 LINDEN AVE LYNCHBURG VA 24503 540346118 501(C)(3) 37095 SCHOLARSHIPS FOR AT-RISK PRESCHOOLERS OTTER RIVER RESOURCE CENTER 417 WASHINGTON ST ALTAVISTA VA 24517 541054071 501(C)(3) 6483 SKILLS TRAINING FOR ADULTS WITH INTELLECTUAL DISABILITIES, DESIGNATED GIFTS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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. 137 AGENCIES RECEIVED $82,172 IN GRANTS LESS THAN $5,000. CAROLINE HUDSON AGENCY REPRESENTATIVE EXECUTIVE DIRECTOR OF AN AGENCY THAT RECEIVES UNITED WAY FUNDS. 0 X 24 82471 MEDIAN TRADE PRICE X CAMPAIGN DOOR HANGERS 1 1367 ESTIMATED BY DONOR X GIFT CARD 6 420 ESTIMATED BY DONOR X DONATED SERVICES 2 6080 ESTIMATED BY DONOR X USE OF FACILITY 2 4950 ESTIMATED BY DONOR X RECLINER 1 700 ESTIMATED BY DONOR X PRIZES 4 648 ESTIMATED BY DONOR X FREEZER 1 300 ESTIMATED BY DONOR X MISCELLANEOUS 3 872 ESTIMATED BY DONOR X MESSENGER BAG 1 460 ESTIMATED BY DONOR X ADVERTISING 4 116179 ESTIMATED BY DONOR 0 0 1 THIRD PARTY USE: 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 CAROLINE HUDSON 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.