2013-12-15T13:54:06-06:00 2013-04-30 540504608 BROWN EDWARDS & COMPANY LLP 124 NEWMAN AVENUE HARRISONBURG VA 22801 990 2012-05-01 540632716 UNITED WAY OF HARRISONBURG-ROCKINGHAM COUNTY INC UNIT 5404346639 420 CHESAPEAKE AVENUE HARRISONBURG VA 22801 CARY HEVENER 5404346639 2013-12-12 1 JAMES R FRIES P01320612 5404346736 2013-12-12 2012 2016-03-07 17:11:31Z CARY HEVENER 420 CHESAPEAKE AVENUE HARRISONBURG VA 22801 1309273 0 X WWW.UWHR.ORG X 1957 VA OUR MISSION IS TO IMPROVE LIVES BY MOBILIZING THE COMMUNITY TO CREATE LASTING CHANGES IN CONDITIONS. 20 20 5 1000 0 0 1110736 1259179 0 0 29818 43204 8263 6890 1148817 1309273 823428 820235 0 0 173871 176771 561 0 74359 122696 261273 1120556 1258279 28261 50994 2094291 2255231 827614 866972 1266677 1388259 X THE MISSION OF UNITED WAY OF HARRISONBURG AND ROCKINGHAM COUNTY IS TO IMPROVE LIVES BY MOBILIZING THE COMMUNITY TO CREATE LASTING CHANGES IN CONDITIONS. OUR VISION IS TO BE A PREMIER COMMUNITY IMPACT ORGANIZATION. WE ACCOMPLISH THIS BY PARTNERING WITH INDIVIDUALS, BUSINESSES, GOVERNMENT AND NON-PROFIT ORGANIZATIONS TO ADDRESS THE GREATEST NEEDS OF THE MOST VULNERABLE PERSONS IN OUR COMMUNITY. OUR STRATEGY IS TO IDENTIFY AND ASSESS AREAS OF CRITICAL HUMAN NEED, SET PRIORITIES AND FOCUS ON FOUR PRIORITY AREAS, MOBILIZE RESOURCES AND SUPPORT SOLUTIONS AND MEASURE RESULTS AND CREATE IMPACT. 0 0 1042758 820235 6890 ACCOMPLISHMENTS IN THE FISCAL YEAR ENDING APRIL 30, 2013 INCLUDE:1. GENERATING $1,168,328 TO INVEST IN THE COMMUNITY IMPACT FUND FOR PROGRAMS ADDRESSING THE GREATEST NEEDS OF THE MOST VULNERABLE PERSONS IN OUR LOCAL COMMUNITY. OVER 180 LOCAL BUSINESSES AND 5,500 INDIVIDUALS CONTRIBUTE TO THE ANNUAL FUND. DONORS CONTRIBUTING $500 OR GREATER ARE MEMBERS OF THE SKYLINE LEADERSHIP SOCIETY.2. INVESTING THESE RESOURCES INTO SPECIFIC COMMUNITY IMPACT AREAS WHERE THE GREATEST IMPACT CAN BE MADE. GRANTS WERE DISTRIBUTED TO 34 LOCAL, CERTIFIED NONPROFIT AGENCIES IN THE FOLLOWING IMPACT AREAS: - EDUCATION: HELPING CHILDREN AND YOUTH ACHIEVE THEIR POTENTIAL THROUGH PROGRAMS PROVIDING CHILDCARE SCHOLARSHIPS, PARENTING EDUCATION AND SUPPORT, YOUTH MENTORING AND SCHOOL READINESS.- INCOME: HELPING FAMILIES BECOME FINANCIALLY STABLE AND INDEPENDENT THROUGH PROGRAMS PROVIDING EMERGENCY SHELTER, TRANSPORTATION TO WORK, ADULT LITERACY AND FOOD, UTILITY AND LEGAL AID.- HEALTH: IMPROVING PEOPLE'S HEALTH THROUGH PROGRAMS PROVIDING DISEASE MANAGEMENT, MENTAL HEALTH COUNSELING, RESPITE CARE, HOME-DELIVERED MEALS FOR SENIORS AND PRE-NATAL AND INFANT CARE.3. MEASURING THE OUTCOMES OF UNITED WAY INVESTMENTS IN EACH PROGRAM WITH RESULTS SUCH AS UNITED WAY:- PROVIDED 6,415 DAYS OF CHILDCARE FOR LOW-INCOME WORKING FAMILIES- EMPOWERED 302 YOUTH FOR SUCCESS IN SCHOOL- EQUIPPED 313 PARENTS TO STRENGTHEN THEIR FAMILIES- PROVIDED 1018 NIGHTS OF EMERGENCY SHELTER- PROVIDED 1271 PERSONS WITH EMERGENCY FOOD, SHELTER AND CLOTHING- EQUIPPED 636 PERSONS FOR FINANCIAL STABILITY- DELIVERED HEALTH AND MENTAL HEALTH SERVICES TO 360 PERSONS- DELIVERED CRITICAL SUPPORT SERVICES TO 372 OLDER ADULTS AND THEIR CAREGIVERS 4. ENGAGING THE BUSINESS COMMUNITY THROUGH OUR CORPORATE VOLUNTEER COUNCIL WHICH INVOLVES EMPLOYEES OF OVER 25 LOCAL BUSINESSES AND INSTITUTIONS IN YEAR-ROUND VOLUNTEERISM. THE CORPORATE VOLUNTEER COUNCIL SPONSORED THE FOLLOWING ACTIVITIES THIS PAST YEAR AND INVOLVED OVER 400 VOLUNTEERS:- PROVIDED THANKSGIVING DINNER BOXES FOR 255 FAMILIES IN THE ELKTON AREA. MILLERCOORS DONATED THE TURKEYS.- FILLED AND DELIVERED HOLIDAY GIFT BAGS FOR 450 HOME-BOUND SENIOR ADULTS.5. INTRODUCING THE COMMUNITY TO GET CONNECTED, A NEW VOLUNTEER SOFTWARE ON OUR UNITED WAY WEBSITE THAT MATCHES VOLUNTEERS WITH LOCAL VOLUNTEER OPPORTUNITIES. NONPROFIT AGENCIES ARE ABLE TO POST VOLUNTEER NEEDS, EVENTS, TRAINING SESSIONS AND IN-KIND GIFT DESIRES ON GET CONNECTED. COMMUNITY MEMBERS ARE ABLE TO SELECT WAYS THEY WOULD LIKE TO CONNECT AND MAKE A DIFFERENCE!6. MOBILIZING A TOTAL OF 850 VOLUNTEERS WHO CONTRIBUTED 9,600 HOURS OF SERVICE TO THE COMMUNITY THROUGH UNITED WAY, FOR A VALUE OF $130,000.7. HOLDING THE ANNUAL DAY OF CARING IN WHICH 325 VOLUNTEERS WORKED WITH OUR COMMUNITY PARTNER AGENCIES TO MAKE RENOVATIONS TO FACILITIES, DO YARD WORK AND HELP WITH CLIENTS.8. COLLABORATING WITH EASTERN MENNONITE UNIVERSITY TO HOLD THE FIRST EMU MLK JR. DAY OF SERVICE IN JANUARY 2013. AND COLLABORATING WITH JAMES MADISON UNIVERSITY TO HOLD THE FIRST JMU DAY OF SERVICE IN MARCH 2013 IN WHICH 50 FACULTY AND STAFF WORKED WITH EIGHT DIFFERENT UNITED WAY AGENCIES TO COMPLETE SERVICE PROJECTS. THE EVENT WAS PART OF THE INAUGURATION FESTIVITIES FOR JMUS NEW PRESIDENT, JONATHAN ALGER.9. SPONSORING THE JMU STUDENT UNITED WAY ORGANIZATION AT JAMES MADISON UNIVERSITY, THE FIRST STUDENT UNITED WAY IN THE COMMONWEALTH OF VIRGINIA. THE CLUB PARTICIPATED IN ACTIVITIES RELATED TO THE MISSION OF UNITED WAY. STUDENT UNITED WAY MEMBERS BUILT A BORN LEARNING TRAIL, AN INTERACTIVE WALKING TRAIL FOR YOUNG CHILDREN TO LEARN THEIR COLORS AND NUMBERS, IN BROADWAY, VA. TWELVE LOCAL BUSINESSES PROVIDED FUNDING FOR THE PROJECT.10. CONDUCTING THE 7TH ANNUAL STUFF THE BUS, TOGETHER WITH VERSTANDIG BROADCASTING, WAL-MART, HARRISONBURG CITY AND ROCKINGHAM COUNTY PUBLIC SCHOOLS AND THE SALVATION ARMY. THE EFFORT RESULTED IN COLLECTING 2,760 BAGS OF SCHOOL SUPPLIES AND 949 BACKPACKS, SETTING ANOTHER RECORD FOR GENEROSITY IN THE COMMUNITY. OVER 180 VOLUNTEERS FROM APPROXIMATELY 30 LOCAL BUSINESSES PARTICIPATED. SCHOOL SUPPLIES WERE DELIVERED TO THE PUBLIC SCHOOLS TO BE GIVEN TO CHILDREN WHO WERE UNABLE TO AFFORD THEIR OWN SUPPLIES. 1042758 1 1 0 0 0 0 0 0 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X THE ORGANIZATION 5404346639 420 CHESAPEAKE AVENUE HARRISONBURG VA 22801 GARY CALLEO 1.00 X 0 0 0 JIM DELUCAS 1.00 X 0 0 0 CAROL FENN 1.00 X 0 0 0 GIL FERNANDEZ 1.00 X 0 0 0 MIKE FIORE 1.00 X 0 0 0 FRED FOX 1.00 X 0 0 0 JIM SHAEFFER 1.00 X 0 0 0 BILL BAYER 1.00 X 0 0 0 MARSHALL KISER 1.00 X 0 0 0 NICK LANGRIDGE 1.00 X 0 0 0 ANNE LEWIS 1.00 X 0 0 0 SCOTT KIZNER 1.00 X 0 0 0 TOM MENDEZ 1.00 X 0 0 0 RICK HAUSHALTER 1.00 X 0 0 0 SUSAN STEELE-WARD 1.00 X 0 0 0 ALAN SHELTON 5.00 X X 0 0 0 CATHY WELSH 5.00 X X 0 0 0 CARY HEVENER 5.00 X X 0 0 0 SHAWNA HARRELL 5.00 X X 0 0 0 JOHN TAYLOR 5.00 X X 0 0 0 BETSY HAY 40.00 X 58887 0 7549 58887 0 7549 0 0 0 0 0 1259179 42862 1259179 43204 43204 ADMINISTRATIVE FEES 900099 6890 6890 6890 1309273 6890 0 43204 820235 820235 66662 51829 8573 6260 90304 21498 48881 19925 8354 1406 4968 1980 11451 5176 4324 1951 32875 2518 30357 12694 12694 803 803 46932 8846 3797 34289 13371 2980 6185 4206 3345 1512 1263 570 10658 4818 4024 1816 1526 43 620 863 2934 1979 350 605 11052 11052 1883 851 711 321 4521 2044 1707 770 SMART BEGINNINGS EXPENS 77591 77591 SPECIAL PROJECTS 39432 39432 DUES AND MEMBERSHIPS 1656 1656 1258279 1042758 141162 74359 84967 15432 503594 600904 414220 455188 3488 2313 2301 52283 47601 5267 4682 1083930 1173236 2094291 2255231 8745 9446 166212 152603 652657 704923 827614 866972 X 1253733 1382962 12944 5297 1266677 1388259 2094291 2255231 50994 70588 0 X 0 1 X 1 0 X 1201391 1146176 1128622 1110736 1259179 5846104 1201391 1146176 1128622 1110736 1259179 5846104 31623 5814481 27223 33920 25088 29818 30510 146559 5992663 21633 0.97030 0.97270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 52283 47601 4682 4682 COMMUNITY FOUNDATION INVESTMENT 1172239 F WACHOVIA INVESTMENT 997 F 1173236 BOARD DESIGNATED ALLOCATIONS 704923 704923 1263169 70588 89690 160278 1102891 12694 193688 206382 1309273 1141587 89690 89690 1051897 12694 193688 206382 1258279 PART IV, LINE 2B: AT TIMES, THE UNITED WAY ACTS AS AN AGENT BY ADMINISTERING, COLLECTING, AND DISTRIBUTING FUNDS FOR ORGANIZATIONS. AMOUNTS RECEIVED ARE NOT ACTIVITY OF THE UNITED WAY AND THEREFORE ARE RECORDED AS ASSETS WITH AN APPROPRIATE OFFSETTING LIABILITY. CAMPAIGN CONTRIBUTIONS DESIGNATED FOR SPECIFIC PARTNER AND NON-PARTNER AGENCIES ARE ALSO ACCOUNTED FOR AS AGENCY FUNDS AND INCLUDED IN CUSTODIAL LIABILITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: PASSTHROUGH GRANTS TREATED AS AGENCY FUNDS IN FINANCIAL STATEMENTS 115,312. OTHER PROGRAM ACTIVITY NETTED ON FINANCIAL STATEMENTS 78,376. PART XII, LINE 4B - OTHER ADJUSTMENTS: PASSTHROUGH GRANTS TREATED AS AGENCY FUNDS IN FINANCIAL STATEMENTS 115,312. OTHER PROGRAM ACTIVITY NETTED ON FINANCIAL STATEMENTS 78,376. 1 AUTUMN VALLEY GUARDIANSHIP PO BOX 355 ELKTON VA 22827 261822575 501(C)3 7526 CASH PROGRAM SUPPORT BIG BROTHERSBIG SISTERS PO BOX 81 HARRISONBURG VA 22801 540209104 501(C)3 37027 CASH PROGRAM SUPPORT BLUE RIDGE LEGAL SERVICES PO BOX 551 HARRISONBURG VA 22801 541048944 501(C)3 49392 CASH PROGRAM SUPPORT CAREGIVERS' COMMUNITY NETWORK MSC 9014 HARRISONBURG VA 22807 237156305 501(C)3 16587 CASH PROGRAM SUPPORT CENTER FOR MARRIAGE AND FAMILY COUNSELING 96 CAMPBELL ST HARRISONBURG VA 22801 540914625 501(C)3 18889 CASH PROGRAM SUPPORT RMH FAMILY CONNECTION 411 STONE SPRING RD HARRISONBURG VA 22801 540506331 501(C)3 31579 CASH PROGRAM SUPPORT COLLINS CENTER 165 S MAIN ST HARRISONBURG VA 22801 541478133 501(C)3 40907 CASH PROGRAM SUPPORT FAIRFIELD CENTER 165 S MAIN ST HARRISONBURG VA 22801 541190896 501(C)3 15951 CASH PROGRAM SUPPORT ELKTON AREA UNITED SERVICES PO BOX 383 ELKTON VA 22827 541020432 501(C)3 20709 CASH PROGRAM SUPPORT FIRST STEP 129 FRANKLIN ST HARRISONBURG VA 22801 510243177 501(C)3 42978 CASH PROGRAM SUPPORT FRIENDSHIP INDUSTRIES 801 FRIENDSHIP DR HARRISONBURG VA 22802 546073412 501(C)3 21845 CASH PROGRAM SUPPORT GENERATIONS CROSSING PO BOX 1452 HARRISONBURG VA 22803 542061192 501(C)3 29203 CASH PROGRAM SUPPORT HARRISONBURG ROCKINGHAM CHILD DAY CARE CENTER PO BOX 344 HARRISONBURG VA 22803 237073271 501(C)3 40257 CASH PROGRAM SUPPORT HARRISONBURG ROCKINGHAM FREE CLINIC 25 W WATER ST HARRISONBURG VA 22801 541568909 501(C)3 37513 CASH PROGRAM SUPPORT HAND IN HAND RESOURCE MOTHERS 235 CANTRELL AVE HARRISONBURG VA 22801 540506331 501(C)3 27481 CASH PROGRAM SUPPORT HARTS INC 176 W MARKET ST HARRISONBURG VA 22801 113835381 501(C)3 6871 CASH PROGRAM SUPPORT MERCY HOUSE PO BOX 1478 HARRISONBURG VA 22803 541476187 501(C)3 26089 CASH PROGRAM SUPPORT NEW BRIDGES IMMIGRANT RESOURCE CENTER 70 S HIGH ST HARRISONBURG VA 22801 542009833 501(C)3 17007 CASH PROGRAM SUPPORT OFFICE ON CHILDREN AND YOUTH PO BOX 1753 HARRISONBURG VA 22803 541920421 501(C)3 17030 CASH PROGRAM SUPPORT OUR COMMUNITY PLACE 17 E JOHNSON HARRISONBURG VA 22802 541835664 501(C)3 15675 CASH PROGRAM SUPPORT PLAINS AREA DAYCARE CENTER PO BOX 523 BROADWAY VA 22815 237482824 501(C)3 55594 CASH PROGRAM SUPPORT REBUILDING TOGETHER PO BOX 2301 HARRISONBURG VA 22803 542010385 501(C)3 7933 CASH PROGRAM SUPPORT ROBERTA WEBB CHILD CARE CENTER 400 KELLY ST HARRISONBURG VA 22802 541700223 501(C)3 48723 CASH PROGRAM SUPPORT SECOND HOME 281 E MARKET ST HARRISONBURG VA 22801 541487268 501(C)3 18449 CASH PROGRAM SUPPORT SKYLINE LITERACY COALITION PO BOX 9 DAYTON VA 22821 541589682 501(C)3 15103 CASH PROGRAM SUPPORT THE ARC OF HARRISONBURGROCKINGHAM 620 SIMS AVE HARRISONBURG VA 22801 540995095 501(C)3 12081 CASH PROGRAM SUPPORT VALLEY PROGRAM FOR AGING SERVICES PO BOX 817 WAYNESBORO VA 22980 540958526 501(C)3 27967 CASH PROGRAM SUPPORT WAY TO GO INC 3142 LANIER LN MASSANUTTEN VA 22840 611487268 501(C)3 29571 CASH PROGRAM SUPPORT HARRISONBURG EDUCATION FOUNDATION 1 COURT SQUARE HARRISONBURG VA 22801 541746901 501(C)3 26984 CASH PROGRAM SUPPORT FIRST TEE FOUNDATION 690 GARBERS CHURCH RD HARRISONBURG VA 22801 263826410 501(C)3 6010 CASH PROGRAM SUPPORT BRIDGE OF HOPE PO BOX 2772 HARRISONBURG VA 22803 900451234 501(C)3 7919 CASH PROGRAM SUPPORT CROSSROADS TO BRAIN INJURY RECOVERY JMU BLUE RIDGE HALL MSC 9020 HARRISONBURG VA 22807 204795567 501(C)3 8891 CASH PROGRAM SUPPORT AMERICAN RED CROSS 1105 ROSE HILL DR CHARLOTTESVILLE VA 22903 530106605 501(C)3 6580 CASH PROGRAM SUPPORT BOYS AND GIRLS CLUB OF HARRISONBURG ROCKINGHAM PO BOX 1223 HARRISONBURG VA 22803 541652418 501(C)3 9183 CASH PASS-THROUGH OF DONOR RESTRICTED FUNDS 34 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: UNITED WAY REQUIRES PARTNER AGENCIES RECEIVING GRANTS TO REPORT ANNUALLY ON THE USE OF THE GRANT FUNDS. PARTNER AGENCIES MUST DEMONSTRATE WHAT THE GRANT "PURCHASED" IN TERMS OF IMPACT ON THE CLIENT POPULATION. FOR EXAMPLE, A YOUTH MENTORING PROGRAM WILL REPORT ON THE NUMBER OF MATCHES MADE BETWEEN THE ADULT MENTOR AND AN AT-RISK YOUTH. IN ADDITION, THEY WILL REPORT ON HOW THE YOUTH IMPROVED ACADEMICALLY AND SOCIALLY USING KEY INDICATORS OF CHANGE. ALL PARTNER AGENCIES MUST BE "CERTIFIED" EVERY TWO YEARS BY UNITED WAY AS MEETING STANDARDS OF EXCELLENCE IN NON-PROFIT MANAGEMENT. X 8 8888 DONOR'S COST X SCHOOL SUPPLIES 1 28810 DONOR'S COST X PROJECT SUPPLIES 6 2467 DONOR'S COST X PRINTING 1 1600 DONOR'S COST X MISCELLANEOUS 9 1097 DONOR'S COST 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS FIRST CIRCULATED TO THE FINANCE COMMITTEE OF THE BOARD WHERE IT IS REVIEWED AND APPROVED. THE FORM 990 IS THEN MADE AVAILABLE TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW. THE BOARD WILL VOTE TO APPROVE THE FORM 990 AT A REGULARLY SCHEDULED MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND APPROVED BY THE BOARD AT LEAST EVERY THREE YEARS. BOARD MEMBERS ARE ASKED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY TO DISCLOSE REAL OR POTENTIAL CONFLICTS. THE BOARD MEMBERS ARE ALSO ASKED TO DISCLOSE ANY CONFLICTS DURING BOARD DISCUSSIONS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS IS RESPONSIBLE FOR DETERMINING THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE VICE PRESIDENT OF PERSONNEL AND COMPENSATION AND THE PRESIDENT OF THE BOARD OF DIRECTORS CONDUCT AN ANNUAL PERFORMANCE EVALUATION AND COMPENSATION REVIEW. THE REVIEW INCLUDES INPUT FROM BOARD MEMBERS, THE ORGANIZATION'S VOLUNTEERS AND UNITED WAY AGENCY DIRECTORS. THE UNITED WAY OF AMERICA PROVIDES DATA ON SALARY AND COMPENSATION PACKAGES FOR EXECUTIVE DIRECTORS IN COMPARABLE ORGANIZATIONS. THE VICE PRESIDENT OF PERSONNEL AND COMPENSATION MAKES A RECOMMENDATION TO THE FULL BOARD OF DIRECTORS TO APPROVE THE RESULTS OF THE ANNUAL PERFORMANCE REVIEW AND ANY CORRESPONDING CHANGES IN COMPENSATION FOR THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. A COPY OF THE FORM 990 IS ALSO AVAILABLE TO THE PUBLIC ON PUBLIC WEBSITES SUCH AS GUIDESTAR AT WWW.GUIDESTAR.ORG.