2012-11-13T10:42:11-06:00 2011-12-31 540617257 ANDERSON & REED LLP PO BOX 13885 ROANOKE VA 24038 990 2011-01-01 540535302 UNITED WAY OF ROANOKE VALLEY INC UNIT 5407774200 325 CAMPBELL AVE ROANOKE VA 24016 FRANK ROGAN 5407774200 2012-11-13 1 J DAVID WRIGHT P00352105 5403444333 2011 2016-02-24 21:20:13Z FRANK ROGAN 325 CAMPBELL AVE ROANOKE VA 24016 6350446 0 X WWW.UWRV.ORG X 1924 VA TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF PEOPLE IN OUR COMMUNITY. UWRV SERVES PEOPLE IN THE CITIES OF ROANOKE AND SALEM, TOWN OF VINTON AND THE COUNTIES OF BOTETOURT, CRAIG AND ROANOKE. 43 43 29 1600 0 0 6087468 6256933 0 0 132380 93513 0 0 6219848 6350446 4870465 4786021 0 0 769537 786354 0 0 405489 435716 545725 6075718 6118100 144130 232346 9989038 9787521 1896478 1613966 8092560 8173555 X TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF PEOPLE IN OUR COMMUNITY. UNITED WAY OF ROANOKE VALLEY SERVES PEOPLE IN THE CITIES OF ROANOKE AND SALEM, TOWN OF VINTON, AND THE COUNTIES OF BOTETOURT, CRAIG AND ROANOKE. 0 0 2738277 UWRV'S COMMUNITY IMPACT WORKUNITED WAY OF ROANOKE VALLEY IS A UNIQUE ASSET TO OUR COMMUNITY. UW ENGAGES LOCAL BUSINESSES, NONPROFITS AND INDIVIDUALS TO DETERMINE AND PRIORITIZE OUR REGION'S MOST PRESSING NEEDS. A COMMITTED NETWORK OF COMMUNITY VOLUNTEERS DETERMINES WHICH PROGRAMS MAKE THE BIGGEST DIFFERENCE IN ADDRESSING THESE NEEDS. IN 2011-2012 FUNDING YEAR, UNITED WAY OF ROANOKE VALLEY AND ITS VOLUNTEERS INVESTED ABOUT $2.74 MILLION IN GIFTS TO THE COMMUNITY IMPACT FUND TOWARDS QUALITY PROGRAMS, INITIATIVES AND SMALL GRANTS THAT MAKE A POSITIVE DIFFERENCE IN THE COMMUNITY. UNITED WAY INVESTED IN PROGRAMS THAT ADDRESSED THE FOLLOWING KEY PRIORITIES UNDER ITS IMPACT AREAS; AS WELL AS IN DATA GATHERING AND RESEARCH TO HELP INFORM THESE FUNDING DECISIONS. I. EDUCATION ($1,008,785) GOALS: INCREASE THE NUMBER OF CHILDREN AGED 0-5 IN THE ROANOKE VALLEY THAT ARRIVE PREPARED FOR THE FIRST DAY OF KINDERGARTEN AS DETERMINED BY TANGIBLE MEASUREMENT TOOLS. CONTRIBUTE TO THE STATISTICALLY SIGNIFICANT IMPROVEMENT OF THE GRADUATION RATES WITHIN ROANOKE VALLEY BY ENABLING STUDENTS AND THEIR FAMILIES TO BE BETTER PREPARED TO TAKE ADVANTAGE OF THE OPPORTUNITIES PROVIDED BY PUBLIC EDUCATION.INVESTMENTS WERE MADE IN THE FOLLOWING PROGRAMS AND COLLABORATIONS SUPPORTING UNITED WAY'S EDUCATION PRIORITIES.BIG BROTHERS BIG SISTERS OF SWVA, COMMUNITY AND SITE-BASED MENTORINGBOY SCOUTS OF AMERICA - BLUE RIDGE MOUNTAINS COUNCIL, COMPREHENSIVE YOUTH DEVELOPMENT/ MULTI-CULTURAL INITIATIVEBOYS AND GIRLS CLUB OF SWVA, PROJECT LEARN AND BGC CLUB SITE AT ROANOKE ACADEMY FOR MATH AND SCIENCECHIP OF ROANOKE VALLEY, HELPFUL OPPORTUNITIES FOR PARENTS TO EXCEL (HOPE) AND FAMILY STRENGTHENINGFAMILY SERVICE OF ROANOKE VALLEY, TEEN OUTREACH PROGRAM (TOP) PLUSGIRL SCOUTS OF VIRGINIA SKYLINE COUNCIL, ROANOKE COMMUNITY OUTREACH PROGRAMGREENVALE SCHOOL, AFFORDABLE CHILDCARE NORTHWEST CHILD DEVELOPMENT CENTER, CHILDCARESMART BEGINNINGS GREATER ROANOKE, SCHOOL READINESS COLLABORATIONTOTAL ACTION AGAINST POVERTY (TAP), THIS VALLEY WORKS - EDUCATION AND YOUTH SERVICESAND AFRICAN AMERICAN MALE STUDIESYMCA OF ROANOKE VALLEY, MAGIC PLACETHESE INVESTMENTS YIELDED THE RESULTS IN THE FOLLOWING AREAS AS REPORTED BY OUR FUNDED PARTNERS:LONG-TERM OUTCOME 1: PARENTS OF CHILDREN 0-5 ARE ABLE TO ACCESS AFFORDABLE QUALITY OUT-OF-HOME CARE AND EDUCATION FOR THEIR CHILDREN. 771 YOUNG CHILDREN IN THE ROANOKE VALLEY WITH ACCESS TO QUALITY CHILDCARE OUTSIDE THE HOME. 86% OF 5-YEAR OLDS AT CHILDCARE AND PRESCHOOL PROGRAMS IMPACTED BY UWRV INVESTMENTS ARE READY FOR KINDERGARTEN BASED ON SPRING PALS-PREK RESULTS. 30 HOURS OF FREE TRAINING PROVIDED DURING THE YEAR TO OVER 300 EARLY CHILDHOOD PROFESSIONALS IN THE ROANOKE VALLEY. 94% OF EARLY CHILDHOOD PROFESSIONALS WHO RECEIVE QUALITY TRAINING AND DEMONSTRATED AN INCREASE IN KNOWLEDGE OF EARLY MILESTONES IN CHILD DEVELOPMENT. 16 CHILDCARE CENTERS AND PRESCHOOL PROGRAMS PARTICIPATING IN THE VSQI. THESE SITES RECEIVED 85 HOURS OF MENTORING TO ASSIST THEM IN QUALITY IMPROVEMENT EFFORTS. 100% OF VSQI SITES IMPROVED THE QUALITY OF THEIR LEARNING ENVIRONMENT OR OTHER STANDARDS THRU A COMBINATION OF MENTORING AND QUALITY IMPROVEMENT ASSISTANCE. LONG-TERM OUTCOME 2: PARENTS OF CHILDREN 0-5 BECOME MORE COMMITTED, CONFIDENT AND SKILLED IN HELPING THEIR CHILDREN BE PREPARED FOR SCHOOL. 340 INFANTS AND TODDLERS WERE SCREENED FOR DEVELOPMENTAL DELAYS. 87% OF INFANTS AND TODDLERS RECEIVING DEVELOPMENTAL SCREENINGS ARE DEMONSTRATING AGE-APPROPRIATE DEVELOPMENT. 538 SERVICE REFERRALS WERE MADE FOR CHILDREN AND FAMILIES TO RECEIVE ADDITIONAL SERVICES CRITICAL FOR THE HEALTHY DEVELOPMENT OF YOUNG CHILDREN. 236 PARENTS PARTICIPATED IN PARENT-TEACHER CONFERENCES, EDUCATION CLASSES OR SUPPORT. 89% OF PARENTS IN THESE CLASSES DEMONSTRATED IMPROVEMENTS IN KNOWLEDGE OF HOW TO SUPPORT THEIR CHILD'S DEVELOPMENT 11 STAR-RATED SITES ADMINISTERED PALS-PREK TO THEIR PRESCHOOLERS AND RECEIVED GUIDANCE ON HOW TO SHARE THE RESULTS WITH PARENTS AND DIRECT THEM TO SUPPORT THE DEVELOPMENT OF EARLY LITERACY SKILLS AT HOME LONG-TERM OUTCOME 3: COMMUNITY LEADERS AND THE PUBLIC UNDERSTAND THE COST AND BENEFITS OF, AND ACTIVELY SUPPORT, EARLY CHILDHOOD CARE AND EDUCATION BOTH FROM THE SOCIAL SERVICE AND ECONOMIC DEVELOPMENT STANDPOINTS. 29 ORGANIZATIONS REPRESENTING SCHOOL SYSTEMS, GOVERNMENT, NONPROFITS AND BUSINESS ARE WORKING TOGETHER UNDER THE SMART BEGINNINGS GREATER ROANOKE UMBRELLA TO RAISE THE SCHOOL READINESS RATE TO 90%. LONG-TERM OUTCOME 4: STUDENTS ARE ABLE TO READ AND COMPREHEND BY THE END OF THIRD GRADE.LONG-TERM OUTCOME 5: STUDENTS ARE CONNECTED WITH HELP THAT THEY NEED TO STAY IN SCHOOL BEGINNING AT AN EARLY AGE. 5,356 SCHOOL-AGE CHILDREN BENEFITTING FROM UNITED WAY FUNDED AFTER AND OUT OF SCHOOL PROGRAMS DESIGNED TO HELP THEM STAY IN SCHOOL AND BE ON THE PATH TO GRADUATION 90% OF STUDENTS SHOWED INCREASED CONFIDENCE IN COMPLETING THEIR SCHOOL WORK; AND 82% DEMONSTRATED IMPROVEMENTS IN THEIR GRADES AS A RESULT OF THE ADDITIONAL SUPPORT 71% SHOWED IMPROVED ATTENDANCE, MISSING LESS THAN 10% OF SCHOOL DAYS; 89% SHOWED IMPROVEMENTS IN THEIR ATTITUDES TOWARDS RISK-TAKING BEHAVIORS, AND HAVE DEMONSTRATED BETTER REFUSAL SKILLS TOWARDS SMOKING, DRUGS, ALCOHOL, ETC. COMPARED TO THEIR PEERS 92% DEVELOPED A SENSE OF COMMUNITY WHICH LED TO A TOTAL OF 18,905 VOLUNTEER HOURS TOWARDS YOUTH-LED COMMUNITY SERVICE PROJECTS 94% OF STUDENTS FROM PROGRAMS SUPPORTED BY UWRV WERE PROMOTED TO THE NEXT GRADE; 88% OF HIGH SCHOOL SENIORS AT THESE AFTER-SCHOOL PROGRAMS GRADUATED FROM HIGH SCHOOL; 100% OF STUDENTS WHO GRADUATED FROM HIGH SCHOOL PURSUED FURTHER EDUCATION OR SOUGHT ADDITIONAL TECHNICAL TRAINING IN PREPARATION FOR THEIR CAREERII. INCOME (719,939)GOAL: FAMILIES AND INDIVIDUALS IN THE ROANOKE VALLEY HAVE IMPROVED ECONOMIC SELF-SUFFICIENCY THROUGH IMPROVED EMPLOYMENT AND OTHER ECONOMIC OPPORTUNITIES, SOUND FINANCIAL MANAGEMENT OF THEIR OWN RESOURCES AND THROUGH ACCESS TO IMPORTANT SUPPORT SERVICES. INVESTMENTS WERE MADE IN THE FOLLOWING PROGRAMS AND COLLABORATIONS SUPPORTING UNITED WAY'S INCOME PRIORITIES:ADULT CARE CENTER, ADULT DAY CAREAMERICAN RED CROSS - ROANOKE VALLEY CHAPTER, DISASTER SERVICES, SERVICE TO THE ARMED FORCES, AND LEADERSHIP AND CAREER TRAINING PROGRAMS BLUE RIDGE LEGAL SERVICES, LEGAL AIDECOUNCIL OF COMMUNITY SERVICES, HOMELESS MANAGEMENT INFORMATION SYSTEM (HMIS), 2-1-1 VIRGINIA, AND COMMUNITY HOUSING RESOURCE CENTER - SAFETY NET PARTNERSHIP GOODWILL INDUSTRIES OF THE VALLEYS, SUPPORTED EMPLOYMENT SERVICES, AND CONSUMER SERVICES TRANSPORTATIONSALVATION ARMY, RED SHIELD LODGE, AND NON-MEDICAL EMERGENCY SERVICESTOTAL ACTION AGAINST POVERTY (TAP), THIS VALLEY WORKS - EMPLOYMENT SERVICES, HOUSING COUNSELING, VA CARES, EMERGENCY HOME REPAIR, TRANSITIONAL LIVING CENTER (TLC), AND INDIVIDUAL DEVELOPMENT ACCOUNTS (IDA)TRUST, EMERGENCY AND TRANSITIONAL SHELTERTHESE INVESTMENTS YIELDED THE RESULTS IN THE FOLLOWING AREAS AS REPORTED BY OUR FUNDED PARTNERS:LONG-TERM OUTCOME 1: FAMILIES AND INDIVIDUALS IN THE ROANOKE VALLEY HAVE EFFECTIVE ACCESS TO EMPLOYMENT AND OTHER ECONOMIC OPPORTUNITIES 2,563 ROANOKE VALLEY RESIDENTS BENEFITTED FROM UW FUNDED EMPLOYMENT PROGRAMS, INCLUDING 380 EX-OFFENDERS WHO WERE ABLE TO STABILIZE THEIR LIVES AFTER BEING RELEASED 84% OF PARTICIPANTS ACQUIRED JOB READINESS SKILLS THROUGH THE TRAINING PROVIDED AND ADDRESSED BARRIERS TO EMPLOYMENT THROUGH CASE MANAGEMENT SUPPORT; 86% INCREASED THEIR INCOME EARNING POTENTIAL THROUGH ADDITIONAL SKILLS TRAINING OR BENEFITS ENROLLMENT; 81% GAINED MONEY MANAGEMENT SKILLS CRITICAL TO SUSTAINING SELF-SUFFICIENT LIVES 60% WERE ABLE TO GAIN EMPLOYMENT WITHIN 90 DAYS OF COMPLETING THE PROGRAM; AND 77% OF CLIENTS WHO WERE EMPLOYED WERE ABLE TO MAINTAIN EMPLOYMENT FOR AT LEAST 3-6 MONTHSLONG-TERM OUTCOME 2: FAMILIES AND INDIVIDUALS IN THE ROANOKE VALLEY INCREASE THEIR ABILITY TO MANAGE PERSONAL FINANCES EFFECTIVELY. 41 LOW-INCOME INDIVIDUALS COMPLETED FINANCIAL EDUCATION WORKSHOPS, INCREASING THEIR KNOWLEDGE OF FINANCIAL MATTERS, INCLUDING CREDIT AND CREDIT REPAIR. 28 FOLLOWED THROUGH THE INITIAL FINANCIAL EDUCATION WORKSHOPS AND ENROLLED IN IDA MATCHING SAVINGS PROGRAM LASTING 18-MONTHS. 12 SUCCESSFULLY PURCHASE HOMES WITHIN THE LAST 12 MONTHS. THOSE WHO ACQUIRED THEIR HOUSE, STARTED THEIR BUSINESS, OR FURTHERED THEIR EDUCATION THROUGH THE MATCHING SAVINGS PROGRAM CONTINUE TO MAINTAIN THEIR ASSETS 12 MONTHS AFTER GRADUATING. 1960343 UNITED WAY OF ROANOKE VALLEY ALSO PROCESSES DIRECT DESIGNATIONS TO AGENCIES AS A SERVICE TO ITS DONORS. THESE ORGANIZATIONS MUST MEET MINIMUM STANDARDS SO UNITED WAY CAN ACCEPT FUNDS ON THEIR BEHALF. IN 2011, A TOTAL OF 470 AGENCIES RECEIVED DESIGNATIONS THROUGH UNITED WAY DONORS AMOUNTING TO $1,960,343. 610700 UNITED WAY RELIES ON THE SUPPORT OF THOUSANDS OF VOLUNTEERS TO LIVE UNITED IN THE ROANOKE VALLEY. VOLUNTEERS PARTICIPATE IN A VARIETY OF WAYS TO BRING LASTING CHANGE. AS PART OF OUR ANNUAL CAMPAIGN EFFORTS, MORE THAN A THOUSAND VOLUNTEERS WORK TOGETHER TO COORDINATE FUNDRAISING EFFORTS TO RAISE $6.1 MILLION FOR THE COMMUNITY. OVER 1,600 VOLUNTEERS ARE MOBILIZED IN THE ROANOKE VALLEY TO RAISE FUNDS, MONITORING THE USE OF GRANT FUNDS INVESTED BY UNITED WAY IN LOCAL PROGRAMS AND SUPPORT UNITED WAY'S WORK IN THE COMMUNITY DURING THE YEAR. IN ADDITION, UNITED WAY ENGAGED MORE THAN 200 VOLUNTEERS TO PARTICIPATE IN THE DAYS OF CARING VOLUNTEER ACTIVITIES THAT HELPED PARTNER AGENCIES WITH PROJECTS THAT AGENCIES MAY NOT HAVE HAD THE RESOURCES TO COMPLETE OTHERWISE. TO STIMULATE GROWTH AND LEADERSHIP WITHIN THE COMMUNITY, UNITED WAY ALSO PROVIDES LEADERSHIP SKILLS TRAINING THROUGH THE STUDENT UNITED WAY (SUW). STUDENT UNITED WAY IS A TWO-YEAR PROGRAM DESIGNED TO DEVELOP HIGH SCHOOL STUDENTS INTO STRONG COMMUNITY LEADERS AND CITIZENS, EXPOSING YOUTH TO OPPORTUNITIES TO MAKE A DIFFERENCE IN THEIR COMMUNITY BY GIVING, ADVOCATING AND VOLUNTEERING. DURING THE 2011-2012 SCHOOL YEAR, 35 SOPHOMORE STUDENTS FROM 9 AREA HIGH SCHOOLS KICKED OFF THE FIRST YEAR OF THEIR PROGRAM AND HAD THE OPPORTUNITY TO BETTER UNDERSTAND THE NEEDS IN THE COMMUNITY THROUGH AGENCY VISITS AND HANDS-ON ACTIVITIES LIKE THE REALITY STORE; AND DISCOVER HOW THEY COULD HELP MAKE A DIFFERENCE IN RESOLVING THESE ISSUES THROUGH VOLUNTEERING. 5309320 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 28 0 29 1 0 0 0 0 0 0 0 0 0 0 X 43 43 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 5407774200 325 CAMPBELL AVE ROANOKE VA 24016 KERRI THORNTON 5.00 X X 0 0 0 MICHAEL MAXEY 1.00 X X 0 0 0 DR DANA ACKLEY 1.00 X 0 0 0 EUNICE AUSTIN 1.00 X 0 0 0 DR RITA BISHOP 1.00 X 0 0 0 JEFFREY MARKS 1.00 X 0 0 0 ROBERT BURTON 1.00 X 0 0 0 NICHOLAS CONTE 1.00 X 0 0 0 MARK COOKE 1.00 X 0 0 0 JOHN CUMMINS 1.00 X 0 0 0 TRISTA FARRELL 1.00 X 0 0 0 JEAN GLONTZ 1.00 X 0 0 0 NANCY GRAY 1.00 X 0 0 0 KEVIN HOLT 1.00 X 0 0 0 DR CYNDA JOHNSON 1.00 X 0 0 0 JOE JONES 1.00 X 0 0 0 LORA KATZ 1.00 X 0 0 0 DR LORRAINE LANGE 1.00 X 0 0 0 MARK LAWRENCE 1.00 X 0 0 0 REV DR WILLIAM LEE 1.00 X 0 0 0 KEVIN LOCKHART 1.00 X 0 0 0 GLORIA MANNS 1.00 X 0 0 0 DEBBIE MEADE 1.00 X 0 0 0 CHRISTOPHER MORRILL 1.00 X 0 0 0 DANIEL NAFF 1.00 X 0 0 0 KEVIN BOGGESS 1.00 X 0 0 0 ANGELA REYNOLDS 1.00 X 0 0 0 MICHAEL COPPOLA 1.00 X 0 0 0 KIMBERLY STANLEY 1.00 X 0 0 0 WAYNE STRICKLAND 1.00 X 0 0 0 CARL HAUCH 1.00 X 0 0 0 LEW THOMPSON 1.00 X 0 0 0 BRIAN TOWNSEND 1.00 X 0 0 0 MIKE DITTRICH 1.00 X 0 0 0 GARY WALTON 1.00 X 0 0 0 JOYCE WAUGH 1.00 X 0 0 0 GRETCHEN WEINNIG 1.00 X 0 0 0 SUSAN WILLIS 1.00 X 0 0 0 SAVANNAH KRAMER 1.00 X 0 0 0 TIMOTHY PHILLIPS 1.00 X 0 0 0 LETITIA SMITH 1.00 X 0 0 0 GEORGE TAYLOR 1.00 X 0 0 0 JOHN TURBYFILL JR 1.00 X 0 0 0 FRANK ROGAN 55.00 X 124990 0 21866 ROGER KIENZLE 40.00 X 61327 0 16196 186317 0 38062 1 0 0 0 0 6256933 6256933 93513 93513 6350446 0 0 93513 4786021 4786021 224379 76289 74045 74045 438687 95153 185955 157579 70840 14677 30553 25610 52448 13301 20764 18383 26389 13789 12600 36957 3695 7392 25870 11716 1172 4686 5858 38647 3865 15459 19323 10510 1051 2102 7357 61000 61000 55793 5579 25107 25107 PROJECT FUNDING 207937 207937 REPAIRS & MAINTENANCE 36046 3605 14418 18023 PRINTING AND PUBLICATIO 31063 3106 6213 21744 CFC EXPENSES 17903 17903 11764 1177 3997 6590 6118100 5309320 403291 405489 3118576 3187343 3783024 3646198 1197353 471006 716726 726347 171871 177682 2198841 2049951 9989038 9787521 1896478 1613966 1896478 1613966 X 3830094 3932003 2750301 2838545 1512165 1403007 8092560 8173555 9989038 9787521 X 232346 -151351 X X 0 1 1 X 0 X 5630216 6200548 6153201 6087468 6256933 30328366 5630216 6200548 6153201 6087468 6256933 30328366 251445 30076921 96967 96104 34581 132380 93513 453545 30781911 0.97710 0.98020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1512165 -109158 1403007 1441300 70865 1512165 1277252 164048 1441300 1685785 -408533 1277252 1 0 44500 44500 917946 333934 584012 234907 137072 97835 726347 OTHER CURRENT ASSETS 24404 ENDOWMENT FUND ASSETS 626356 BENEFICIAL INTEREST IN PERPETUAL TRUST 1399191 2049951 6350446 6118100 232346 -151351 -151351 80995 4238752 -151351 -151351 4390103 1960343 1960343 6350446 4157757 0 4157757 1960343 1960343 6118100 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: INCOME FROM THE ENDOWMENT FUNDS IS USED FOR CURRENT UNRESTRICTED ALLOCATIONS AND OPERATING EXPENSES. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS DESIGNATIONS PAID NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 1,960,343. PART XIII, LINE 4B - OTHER ADJUSTMENTS: RECLASS DESIGNATIONS PAID NETTED AGAINST EXPENSES ON FINANCIAL STATEMENTS 1,960,343. 1 ADULT CARE CENTER OF ROANOKE VALLEY 541235000 501(C)(3) 85654 UNITED WAY ALLOCATION AMERICAN RED CROSS ROANOKE VALLEY CHAPTER 540538602 501(C)(3) 207946 UNITED WAY ALLOCATION BETHANY HALL 541516806 501(C)(3) 78143 UNITED WAY ALLOCATION BIG BROTHERSBIG SISTERS 540837136 501(C)(3) 89504 UNITED WAY ALLOCATION BLUE RIDGE LEGAL SERVICES 541048944 501(C)(3) 10479 UNITED WAY ALLOCATION BOYS AND GIRLS CLUB 541867366 501(C)(3) 62697 UNITED WAY ALLOCATION BOY SCOUTS OF AMERICA 540912706 501(C)(3) 99485 UNITED WAY ALLOCATION CHILDREN'S TRUST 510235891 501(C)(3) 41873 UNITED WAY ALLOCATION UNITED WAY ALLOCATION CHIP 541566451 501(C)(3) 139176 UNITED WAY ALLOCATION COUNCIL OF COMMUNITY SERVICES 540718859 501(C)(3) 162049 UNITED WAY ALLOCATION FAMILY SERVICE 540505946 501(C)(3) 458956 UNITED WAY ALLOCATION GOODWILL INDUSTRIES 540884014 501(C)(3) 127042 UNITED WAY ALLOCATION GOOD SAMARITAN HOSPICE INC 541608259 501(C)(3) 10326 UNITED WAY ALLOCATION GREENVALE NURSERY SCHOOL INC 540525801 501(C)(3) 378182 UNITED WAY ALLOCATION HABITAT FOR HUMANITY 541375465 501(C)(3) 19211 UNITED WAY ALLOCATION HARDY LIFE SAVING AND RESCUE SQUAD 510168114 501(C)(3) 5584 UNITED WAY ALLOCATION UNITED WAY ALLOCATION HOLLINS FIRE AND RESCUE SQUAD 510147786 501(C)(3) 8693 UNITED WAY ALLOCATION HOPE TREE FAMILY SERVICES 562607478 501(C)(3) 5664 UNITED WAY ALLOCATION JUVENILE DIABETES RESEARCH 231907729 501(C)(3) 7124 UNITED WAY ALLOCATION UNITED WAY ALLOCATION UNITED WAY ALLOCATION LOA-AREA AGENCY ON AGING 540916248 501(C)(3) 35127 UNITED WAY ALLOCATION UNITED WAY ALLOCATION MARCH OF DIMES BIRTH DEFECTS FOUNDATION 131846366 501(C)(3) 5939 UNITED WAY ALLOCATION MENTAL HEALTH AMERICA OF ROANOKE VALLEY 540703132 501(C)(3) 68991 UNITED WAY ALLOCATION MILITARY FAMILY SUPPORT CENTERS INC 202821271 501(C)(3) 15332 UNITED WAY ALLOCATION UNITED WAY ALLOCATION ROANOKE VALLEY INTERFAITH 541868833 501(C)(3) 5766 UNITED WAY ALLOCATION UNITED WAY ALLOCATION UNITED WAY ALLOCATION NORTHWEST CHILD DEVELOPMENT 541222444 501(C)(3) 92136 UNITED WAY ALLOCATION SALEM RESCUE SQUAD 237287414 501(C)(3) 15666 UNITED WAY ALLOCATION PLANNED PARENTHOOD HEALTH SYSTEMS 561282557 501(C)(3) 107294 UNITED WAY ALLOCATION PRESBYTERIAN COMMUNITY CENTER 541610899 501(C)(3) 8326 UNITED WAY ALLOCATION UNITED WAY ALLOCATION READ MOUNTAIN FIRE & RESCUE - CO 12 541601813 501(C)(3) 12350 UNITED WAY ALLOCATION ROANOKE AREA MINISTRIES 510198976 501(C)(3) 14006 UNITED WAY ALLOCATION ROANOKE VALLEY SOCIETY FOR THE SPCA 540679796 501(C)(3) 64891 UNITED WAY ALLOCATION ROANOKE VALLEY SPEECH AND HEARING 540722391 501(C)(3) 37823 UNITED WAY ALLOCATION RONALD MCDONALD HOUSE 541244769 501(C)(3) 16228 UNITED WAY ALLOCATION SAINT FRANCIS OF ASSISI SERVICE DOG 541806879 501(C)(3) 31127 UNITED WAY ALLOCATION STEWARTSVILLE CHAMBLISSBURG 510236368 501(C)(3) 7206 UNITED WAY ALLOCATION TURNING POINT 580660607 501(C)(3) 99900 UNITED WAY ALLOCATION THE SALVATION ARMY INC 580660607 501(C)(3) 167627 UNITED WAY ALLOCATION GREATER TWIN CITIES UNITED WAY 411973442 501(C)(3) 41264 UNITED WAY ALLOCATION STEWARTSVILLE FIRST AID 510139731 501(C)(3) 6052 UNITED WAY ALLOCATION UNITED WAY OF HENRY COUNTY 540753318 501(C)(3) 8824 UNITED WAY ALLOCATION TOTAL ACTION AGAINST POVERTY 546057095 501(C)(3) 280610 UNITED WAY ALLOCATION TRUST 237064477 501(C)(3) 24246 UNITED WAY ALLOCATION UNITED WAY OF GREENBRIER VALLEY 550665618 501(C)(3) 6441 UNITED WAY ALLOCATION UNITED WAY OF CENTRAL VIRGINIA 540505923 501(C)(3) 20066 UNITED WAY ALLOCATION UNITED WAY ALLOCATION UNITED WAY OF FRANKLIN COUNTY 541246961 501(C)(3) 31273 UNITED WAY ALLOCATION UNITED WAY OF MONTGOMERY 540739250 501(C)(3) 32546 UNITED WAY ALLOCATION VINTON VIRST AID CREW 541564322 501(C)(3) 10981 UNITED WAY ALLOCATION WEST END CENTER 541150320 501(C)(3) 16303 UNITED WAY ALLOCATION UNITED WAY ALLOCATION YMCA OF ROANOKE VALLEY 540515736 501(C)(3) 111443 UNITED WAY ALLOCATION YWCA OF ROANOKE VALLEY 540534610 501(C)(3) 35209 UNITED WAY ALLOCATION ALZHEIMER'S ASSOCIATION 521239518 501(C)(3) 16549 UNITED WAY ALLOCATION AMERICAN CANCER SOCIETY 580659875 501(C)(3) 40763 UNITED WAY ALLOCATION AMERICAN DIABETES ASSOCIATION 131623888 501(C)(3) 8493 UNITED WAY ALLOCATION AMERICAN HEART ASSOC-MID ATLANTIC 135613797 501(C)(3) 7639 UNITED WAY ALLOCATION APPLE RIDGE FARM INC 541409250 501(C)(3) 29278 UNITED WAY ALLOCATION DOWN SYNDROME ASSOCIATION 541598918 501(C)(3) 5467 UNITED WAY ALLOCATION UNITED WAY ALLOCATION BLUE RIDGE VOL FIRE & RESCUE 546052214 501(C)(3) 10905 UNITED WAY ALLOCATION BRADLEY FREE CLINIC 237380491 501(C)(3) 46820 UNITED WAY ALLOCATION FEEDING AMERICA SOUTHWEST VIRGINIA 541939556 501(C)(3) 150011 UNITED WAY ALLOCATION CAVE SPRING VOLUNTEER FIRE CO #3 541030300 501(C)(3) 11398 UNITED WAY ALLOCATION CAVE SPRING RESCUE SQUAD 541553832 501(C)(3) 13071 UNITED WAY ALLOCATION FRANKLIN COUNTY HUMANE SOCIETY INC 521256009 501(C)(3) 10707 UNITED WAY ALLOCATION COMMONWEALTH CATHOLIC CHARITIES 540505877 501(C)(3) 43940 UNITED WAY ALLOCATION CRAIG COUNTY NEW CASTLE 541726073 501(C)(3) 6305 UNITED WAY ALLOCATION UNITED WAY ALLOCATION UNITED WAY ALLOCATION UNITED WAY ALLOCATION UNITED WAY ALLOCATION FRANKLIN COUNTY RESCUE SQUAD 540899832 501(C)(3) 5476 UNITED WAY ALLOCATION FREE CLINICFRANKLIN COUNTY 541634138 501(C)(3) 9293 UNITED WAY ALLOCATION GIRL SCOUNTS OF VIRGINIA 540737207 501(C)(3) 41639 UNITED WAY ALLOCATION UNITED WAY ALLOCATION UNITED WAY ALLOCATION 67 67 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: UNITED WAYS COMMUNITY INVESTMENT PROCESS IS THE ANNUAL REVIEW OF PROGRAM APPLICATIONS FROM PARTNER AGENCIES AND SUBSEQUENT FUNDING RECOMMENDATIONS. THIS PROCESS EMPHASIZES OUTCOME MEASUREMENT AND THE NEED TO TARGET RESOURCES TO MAKE A MEASURABLE IMPACT ON IMPORTANT COMMUNITY ISSUES. THIS YEAR, VOLUNTEERS SPENT ABOUT 1,200 HOURS (VALUED AT $25,500) MONITORING THE USE OF GRANT FUNDS INVESTED BY UNITED WAY IN LOCAL PROGRAMS. MORE THAT 80 COMMUNITY VOLUNTEERS ARE DIVIDED INTO GROUPS CALLED PROGRAM PANELS TO REVIEW A COMMON SET OF APPLICATIONS ORGANIZED UNDER IMPACT AREAS OF NEED. EACH PANEL REVIEWS THE PROGRAMS, ASSIGNS SCORES AND MAKES APPROPRIATE FUNDING RECOMMENDATIONS. A SEPARATE GROUP OF VOLUNTEERS COMPRISING THE ADMINISTRATIVE REVIEW PANEL GOES OVER THE FINANCIALS OF APPLICANT ORGANIZATIONS AND OTHER INFORMATION PERTAINING TO ADMINISTRATIVE AND OPERATIONAL STANDARDS. FINDINGS FROM BOTH THE PROGRAM AND FINANCIAL REVIEWS ARE CONSIDERED WHEN FORMING THE FINAL FUNDING RECOMMENDATION. THE COMMUNITY IMPACT COUNCIL MEETS TO RECONCILE ANY DIFFERENCES BETWEEN FUNDING RECOMMENDATIONS AND THE TOTAL AMOUNT OF FUNDS AVAILABLE TO INVEST. ONCE FUNDING RECOMMENDATIONS ARE FINALIZED, THE UNITED WAY BOARD OF DIRECTORS PROVIDES FINAL APPROVAL FOR FUNDING TO BEGIN JULY 1 AND CONCLUDE JUNE 30 OF THE FOLLOWING YEAR. PROGRAM SERVICE STATEMENT FORM 990, PART III, LINE 4A - PROGRAM SERVICE ACCOMPLISHMENTS - CONTINUED LONG-TERM OUTCOME 3: FAMILIES AND INDIVIDUALS IN THE ROANOKE VALLEY HAVE EFFECTIVE ACCESS TO SUPPORT SYSTEMS THAT HELP THEM BECOME MORE SELF-SUFFICIENT. UW FUNDED PROGRAMS WERE ABLE TO ASSIST IN 32,451 CRISIS SITUATIONS EXPERIENCED BY ROANOKE VALLEY RESIDENTS DURING THE YEAR 1,251 CLIENTS PROVIDED WITH PRO BONO LEGAL ADVICE BY ATTORNEYS. AS A RESULT, 92% OF CLIENTS RECEIVED FINANCIAL BENEFITS, EITHER AS A POSITIVE LUMP SUM OR MONTHLY RECOVERY, OR THE LIABILITY OR COST AVOIDED OR OTHER POSITIVE OUTCOMES. PROVIDED 26,093 REFERRALS TO ROANOKE VALLEY CITIZENS BY PHONE, E-MAIL, AND WALK-IN WHICH WILL INCREASE THEIR KNOWLEDGE OF AVAILABLE RESOURCES. 4,925 RECEIVED RENT AND UTILITY BILL ASSISTANCE, HOME REPAIRS AND FOOD ASSISTANCE. 79% PREVENTED FROM EXPERIENCING HOMELESSNESS THROUGH VARIOUS BASIC NEEDS SUPPORTS. 247 RECEIVED EMERGENCY SHELTER DURING A BRIEF PERIOD OF CRISIS AND 169 RECEIVED ADDITIONAL CASE MANAGEMENT SUPPORT TO TRANSITION FROM HOMELESSNESS TO PERMANENT HOUSING. 83% GAINED EMPLOYMENT DURING THEIR STAY. 51% WERE ABLE TO SUCCESSFULLY TRANSITION TO PERMANENT HOUSING DURING THE YEAR. 69% OF CLIENTS WHO EITHER RECEIVED SUPPORT TO STAY AT HOME OR TRANSITION FROM HOMELESSNESS REMAINED HOUSED FOR AT LEAST 6 MONTHS AFTER EXITING THE PROGRAM. III. HEALTH ($1,009,553) GOAL: GREATER ROANOKE VALLEY RESIDENTS BECOME HEALTHIER AS REGULARLY MEASURED BY BROADLY UNDERSTOOD AND ACCEPTED KEY HEALTH INDICATORS. INVESTMENTS WERE MADE IN THE FOLLOWING PROGRAMS AND COLLABORATIONS SUPPORTING UNITED WAY'S HEALTH PRIORITIES: AMERICAN RED CROSS - ROANOKE VALLEY CHAPTER, ADULT BASIC CARE, AND VOLUNTEER PROGRAM BETHANY HALL, RESIDENCE CHILDREN'S TRUST OF ROANOKE VALLEY, CHILDREN FIRST AND PRIMARY PREVENTION CHIP OF ROANOKE VALLEY, CARE COORDINATION COMMONWEALTH CATHOLIC CHARITIES, PREGNANCY COUNSELING COUNCIL OF COMMUNITY SERVICES, MISSION OF MERCY FAMILY SERVICE OF ROANOKE VALLEY, FAMILIES FIRST, ADULTS PLUS COUNSELING/CASE MANAGEMENT, HOME CARE AID, FAMILY AND INDIVIDUAL COUNSELING, ACTION, AND DOMESTIC VIOLENCE COUNSELING FEEDING AMERICA SWVA, FOOD DISTRIBUTION PROGRAM LOA AREA AGENCY ON AGING, MEALS-ON-WHEELS MENTAL HEALTH AMERICA, FOCUS ON CHILDREN AND FAMILIES, MENTAL HEALTH COLLABORATIVE, AND MENTAL HEALTH EDUCATION AND ADVOCACY PLANNED PARENTHOOD HEALTH SYSTEM, SEXUALITY AND REPRODUCTIVE HEALTH EDUCATION ROANOKE VALLEY SPEECH AND HEARING CENTER, SPEECH AND LANGUAGE PATHOLOGY SALVATION ARMY , TURNING POINT TOTAL ACTION AGAINST POVERTY (TAP), WOMEN'S RESOURCE CENTER THESE INVESTMENTS YIELDED THE RESULTS IN THE FOLLOWING AREAS AS REPORTED BY OUR FUNDED PARTNERS: LONG-TERM OUTCOME #1: ALL PEOPLE IN THE GREATER ROANOKE VALLEY HAVE THE OPPORTUNITY TO PURSUE AND PROMOTE HEALTH AND WELLNESS THROUGH THEIR LIFESTYLE CHOICES, APPROPRIATE UTILIZATION OF HEALTHCARE RESOURCES AND SUPPORT FOR OTHERS. 1,950 PEOPLE BENEFITTED FROM UW-FUNDED HEALTH EDUCATION PROGRAMS DESIGNED TO INCREASE AWARENESS OF RELEVANT HEALTH AND MENTAL HEALTH ISSUES 91% INCREASED KNOWLEDGE OF MENTAL HEALTH AND REPRODUCTIVE HEALTH ISSUES, LEADING TO IMPROVED DECISION-MAKING ABOUT THEIR PERSONAL HEALTH AND INCREASED COPING SKILLS LONG-TERM OUTCOME #2: THE GREATER ROANOKE VALLEY COMMUNITY PROVIDES ACCESSIBLE AND AFFORDABLE HEALTHCARE AND AN ENVIRONMENT THAT PROMOTES HEALTH. 1,132 INDIVIDUALS RANGING FROM CHILDREN TO OLDER ADULTS GAINED ACCESS TO HEALTHCARE SERVICES;305 YOUNG CHILDREN WERE ABLE TO ACCESS REGULAR DENTAL CARE SERVICES; 522 YOUTH AND ADULTS WERE ABLE TO ACCESS TO MENTAL HEALTH SERVICES 100% OF EMPLOYED CAREGIVERS OF ELDERLY FAMILY MEMBERS WERE ABLE TO STAY IN THE WORKFORCE AS A RESULT OF THE ASSISTANCE PROVIDED; 96% OLDER ADULTS AVOIDED PREMATURE INSTITUTIONALIZATION AND WERE ABLE TO CONTINUE TO LIVING INDEPENDENTLY IN THEIR HOMES OR WITH FAMILY 88% CHILDREN WHO WERE GIVEN ACCESS TO A MEDICAL HOME AND REGULAR WELL-BABY VISIT IMPROVED THEIR HEALTH STATUS DEMONSTRATING CONTROLLED ASTHMA SYMPTOMS AND RESULTING IN REDUCTION OF EMERGENCY USE, 85% OF CLIENTS RECEIVING MENTAL HEALTH SERVICES IMPROVED THEIR OVERALL DAILY FUNCTIONING - OVERCOMING ADDICTIONS, SHOWING IMPROVEMENTS IN ANGER CONTROL AND INTERPERSONAL BEHAVIORS, ADAPTIVELY MEETING PROBLEMS IN LIVING. LONG-TERM OUTCOME #3: RESIDENTS OF ROANOKE VALLEY RECEIVE THE CRISIS AND INTERVENTION SERVICES NECESSARY FOR THEIR HEALTH AND WELLNESS. 502 PEOPLE BENEFITTED FROM PARENTING EDUCATION AND SUPPORT SERVICES FUNDED BY UNITED WAY, INCLUDING 50 WOMEN WHO WERE HELPED TO OVERCOME THEIR ADDICTIONS; 71% DEMONSTRATED IMPROVEMENT IN THEIR KNOWLEDGE OF PARENTING TECHNIQUES AND 84% DEMONSTRATED IMPROVEMENTS IN THEIR PARENTING SKILLS 336 VICTIMS OF DOMESTIC VIOLENCE AND 32 PERPETRATORS OF DOMESTIC VIOLENCE RECEIVED COUNSELING AND CASE MANAGEMENT SUPPORT TO CREATE SAFER AND BETTER HOME ENVIRONMENTS FOR THEIR FAMILY; 77% LEARNED TO BETTER MANAGE THEIR ANGER AND LEARNED ALTERNATIVES TO EXPRESSING THEIR EMOTIONS OTHER THAN VIOLENCE; 92% OF PERPETRATORS OF DOMESTIC ABUSE EXHIBITED NO FURTHER DOCUMENTED INCIDENCES OF VIOLENCE AFTER THE COUNSELING PROGRAMS 1,113 OLDER ADULTS WERE ABLE TO RECEIVE HOT MEALS DURING THE YEAR; 26,603 POUNDS OF FOOD WERE DISTRIBUTED TO ASSIST FAMILIES NEEDING ASSISTANCE AT VARIOUS FOOD PROGRAMS, PANTRIES AND SOUP KITCHENS IN THE ROANOKE VALLEY. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 WAS EMAILED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST THAT HAVE ARISEN DURING THE YEAR ARE DISCLOSED AT THE MONTHLY BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 THE DETERMINATION OF THE CEO'S AND CFO'S COMPENSATION IS BASED ON THE FOLLOWING PROCESS: (1) THE UNITED WAY OF ROANOKE VALLEY'S PERSONNEL COMMITTEE, WHICH INCLUDES SELECT BOARD MEMBERS AND OTHER HUMAN RESOURCE PROFESSIONALS IN THE COMMUNITY, REVIEWS COMPENSATION RANGES FOR COMPARABLE POSITIONS AND RECOMMENDS SALARY RANGES TO UNITED WAY'S EXECUTIVE COMMITTEE. THIS IS REVIEWED BY THE EXECUTIVE COMMITTEE AND FINALIZED. 2) THE CEO CREATES AN ANNUAL WORK PLAN AND THAT PLAN IS REVIEWED AND EVALUATED PERIODICALLY BY THE BOARD CHAIR AND EXECUTIVE COMMITTEE. 3) THE BOARD CHAIR PERFORMS THE ANNUAL OFFICIAL EVALUATION WITH INPUT FROM THE EXECUTIVE COMMITTEE AND RECOMMENDS ADJUSTMENTS IN COMPENSATION TO THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -151,351. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.