2012-12-14T12:15:54-06:00 2012-06-30 541953476 DAVIDSON DOYLE & HILTON LLP PO BOX 800 LYNCHBURG VA 245050800 990 2011-07-01 540505923 UNITED WAY OF CENTRAL VIRGINIA INC UNIT 4348468467 1010 MILLER PARK SQUARE LYNCHBURG VA 245012755 MARIE MARTIN 4348468467 2012-12-12 1 DAVIDSON DOYLE HILTON LLP P00884747 4348467611 2011 2016-02-24 21:20:13Z MARIE MARTIN 1010 MILLER PARK SQUARE LYNCHBURG VA 24501 3675263 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. 24 22 18 1955 0 0 3519459 3528307 0 0 26649 23811 201642 78589 3747750 3630707 2558026 2609309 0 0 671004 677012 0 0 337965 496335 411746 3725365 3698067 22385 -67360 4160376 4191295 2870058 3003831 1290318 1187464 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 2645422 DISTRIBUTION OF FUNDSUWCV RAISED NEARLY $3.2M DURING ITS ANNUAL CAMPAIGN TO MEET THE MORE THAN 85,000 REQUESTS FOR SERVICES PROVIDED BY PARTNER AGENCIES IN CENTRAL VIRGINIA. FOR ALLOCATION OF FUNDS, NEEDS WERE EVALUATED BY A VOLUNTEER PANEL USING UWCV'S ASSESSMENT OF REGIONAL WELL BEING. COMMUNITY IMPACT FUNDS WERE USED TO ADDRESS KEY CRITICAL NEEDS IN THE COMMUNITY. 200956 SMART BEGINNING CENTRAL VIRGINIASMART BEGINNINGS CENTRAL VIRGINIA IS AN AREA-WIDE COALITION OF AGENCIES, EARLY CHILDHOOD EDUCATORS, HEALTH PROVIDERS, BUSINESSES, AND COLLEGES THAT WORK TOGETHER TO ENSURE THAT AREA CHILDREN ENTER KINDERGARTEN READY TO LEARN. FORTY EARLY CHILDHOOD PROGAMS RECEIVED VIRGINIA STAR QUALITY RATINGS, AND EACH FACILITY WAS ASSIGNED A MENTOR AND PROVIDED WITH MONETARY SUPPORT FOR QUALITY IMPROVEMENT. FIFTEEN OF THESE SITES WERE PARTICIPANTS IN THE STATEWIDE PILOT PROGRAM TO INCLUDE FAMILY DAY HOMES. 221695 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 15,026 CALLS FOR THE FISCAL YEAR ENDED 2012. 129096 42600 EMERGENCY FOOD AND SHELTER, DAY OF CARING, GROW ONE, ONE FOR ANOTHER, WOMEN'S LEADERSHIP COUNCIL, AND YOUNG LEADERS SOCIETY. 129096 42600 3197169 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 0 1 40 1 1 18 1 0 0 0 0 0 0 0 0 0 0 X 24 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 KIMBALL PAYNE 1.00 X 0 0 0 MARC SCHEWEL 1.00 X 0 0 0 JOHN KRAKORA 1.00 X X 0 0 0 TERRY JAMERSON 1.00 X X 0 0 0 JOHN POOLE 1.00 X 0 0 0 DON BANKER 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 CAROLINE HUDSON 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 0 0 0 DARLENE MACK 1.00 X 0 0 0 SCOTT NAGLEY 1.00 X 0 0 0 J PATRICK RICHARDSON 1.00 X 0 0 0 CHERYL MIDKIFF 1.00 X 0 0 0 DAN PETRISKIE 1.00 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 19138 TRACY PRICE 40.00 X 56100 0 12635 146100 0 31773 0 0 0 0 0 294152 3234155 77152 3528307 23811 23811 8846 0 8846 8846 8846 99252 44556 54696 54696 MISCELLANEOUS 624100 15047 15047 15047 3630707 23893 0 78507 2609309 2609309 176771 84850 17677 74244 378044 184449 36345 157250 80494 41233 12345 26916 41703 20173 3475 18055 8100 8100 11494 7891 12 3591 16962 11962 5000 16886 10575 5183 1128 3096 2792 304 32418 15360 4145 12913 10978 10978 12234 4364 7870 GRANT EXPENSE 136557 136497 60 JANITOR SERVICE & BLDG 34043 18076 4177 11790 CONSULTING 25675 22595 3080 PRINTING 17496 8007 274 9215 85807 30998 40026 14783 3698067 3197169 162933 337965 5597 410 1789774 2056104 1346162 1262612 222224 108673 10617 6852 703036 634582 55911 68454 730091 688190 4160376 4191295 65534 70623 2804524 2933208 2870058 3003831 X 157539 -31201 480136 566022 652643 652643 1290318 1187464 4160376 4191295 X -67360 -35494 X X 0 1 1 X 0 X 3020106 3604705 3638401 3730366 3941453 17935031 3020106 3604705 3638401 3730366 3941453 17935031 5804 17929227 48302 34725 31496 34707 32657 181887 62110 80894 258009 269295 155023 825331 18942249 0.94650 0.94630 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. 326669 1112 13439 4841 309501 276225 17468 51808 14125 4707 326669 253764 13562 28227 14896 4432 276225 314675 -42417 13882 4612 253764 1.00000 1 0 33000 33000 513882 507662 6220 21706 21706 0 134448 105214 29234 68454 ENDOWMENT INVESTMENT 309501 PERPETUAL TRUSTS 378689 688190 DESIGNATIONS PAYABLE 611085 ALLOCATIONS PAYABLE 2055958 DEFERRED REVENUE 266165 2933208 3630707 3698067 -67360 -35494 -35494 -102854 3314683 176715 -492739 -316024 3630707 0 3630707 3347513 176715 -527270 -350555 3698068 0 3698068 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: 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 ORGANIZATIONS 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, 2012 AND 2011. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2009 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN NET VALUE OF PERPETUAL TRUSTS -24,570. DONOR DESIGNATIONS INCLUDED IN GRANT EXPENSE -571,826. CHANGE IN NET VALUE OF ENDOWMENT FUND -10,922. SPECIAL PROJECTS FUNDRAISING 44,556. PRIOR PERIOD ADJUSTMENT 70,023. PART XIII, LINE 2D - OTHER ADJUSTMENTS: DONOR DESIGNATIONS INCLUDED IN GRANT EXPENSE -571,826. SPECIAL PROJECTS FUNDRAISING 44,556. X X X X X X X 0 VA BOWL-A-THON 29320 29320 4140 6810 LYNCHBURG COOKS 21807 21807 5213 338 6 48125 48125 10578 4963 12514 99252 99252 19931 4963 19662 44556 54696 1 ADULT CARE CENTER OF CENTRAL VIRGINIA PO BOX 568 LYNCHBURG VA 24505 541297050 501(C)(3) 58012 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) 8382 HOUSING, DESIGNATED GIFTS BEDFORD AREA FAMILY YMCA PO BOX 1026 BEDFORD VA 24523 541140513 501(C)(3) 48490 PRESCHOOL, CHILDCARE, DESIGNATED GIFTS BEDFORD CHRISTIAN MINISTRIES ASSOCIATION INC 217 WEST WASHINGTON STREET BEDFORD VA 24523 521414405 501(C)(3) 27237 HOUSING, UTILITY, AND PHARMACY ASSISTANCE, DESIGNATED GIFTS BETHUNE NURSERY SCHOOL INC 2249 HALIFAX STREET LYNCHBURG VA 24501 540541800 501(C)(3) 144174 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) 127724 MENTORING OF DISADVANTAGED YOUTH, DESIGNATED GIFTS BOY SCOUTS OF AMERICA- BLUE RIDGE MOUNTAINS COUNCIL PO BOX 7606 ROANOKE VA 24019 540912706 501(C)(3) 19942 SCOUTING FOR AT RISK YOUTH, DESIGNATED GIFTS CAMP CHILD INC PO BOX 3172 LYNCHBURG VA 24503 541036913 501(C)(3) 10938 CAMPING FOR DISABLED CHILDREN, DESIGNATED GIFTS CASA OF CENTRAL VIRGINIA INC PO BOX 11373 LYNCHBURG VA 24506 541695593 501(C)(3) 60229 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) 91432 IN-HOME CARE, TRANSPORATION, AND MEALS FOR SENIORS, DESIGNATED GIFTS CRISIS LINE OF CENTRAL VIRGINIA INC PO BOX 3074 LYNCHBURG VA 24503 541250219 501(C)(3) 41671 CRISIS HOTLINE AND SEXUAL ASSAULT RESPONSE, DESIGNATED GIFTS DAWN INC PO BOX 325 ALTAVISTA VA 24517 541253623 501(C)(3) 21984 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) 337729 COUNSELING, YOUTH DEVELOPMENT, TRANSPORTATION, ABUSE PREVENTION, DESIGNATED GIFTS FREE CLINIC OF CENTRAL VIRGINIA INC 1016 MAIN STREET LYNCHBURG VA 24504 541420756 501(C)(3) 117991 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) 108480 EMERGENCY AND DISASTER SERVICES, BLOOD SERVICES, DESIGNATED GIFTS LYNCHBURG COMMUNITY ACTION GROUP INC 926 COMMERCE STREET LYNCHBURG VA 24504 540797340 501(C)(3) 83203 EARLY CHILDHOOD EDUCATION, HOUSING, EMPLOYMENT SERVICES AND TRAINING LYNCHBURG SHELTERED INDUSTRIES 3120 ODD FELLOWS ROAD LYNCHBURG VA 24506 540741120 501(C)(3) 18857 EMPLOYMENT FOR DISABLED, DESIGNATED GIFTS MEALS ON WHEELS OF THE GREATER LYNCHBURG AREA INC PO BOX 1388 LYNCHBURG VA 24505 237299875 501(C)(3) 60700 MEALS FOR HOMEBOUND, DESIGNATED GIFTS MENTAL HEALTH ASSOCIATION OF CENTRAL VIRGINIA INC 1010 MILLER PARK SQUARE LYNCHBURG VA 24501 540829479 501(C)(3) 89045 MENTAL HEALTH EDUCATION AND SUPPORT SERVICES, DESIGNATED GIFTS THE ARC OF CENTRAL VIRGINIA 1508 BEDFORD AVENUE LYNCHBURG VA 24504 237221570 501(C)(3) 111791 DAY AND SUMMER CAMP FOR THE DISABLED, DESIGNATED GIFTS THE SALVATION ARMY CORPS 2215 PARK AVENUE LYNCHBURG VA 24501 580660607 501(C)(3) 175780 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) 41523 HOUSING PRESERVATION, DESIGNATED GIFTS YMCA OF CENTRAL VIRGINIA 801 WYNDHURST DRIVE LYNCHBURG VA 24502 540505924 501(C)(3) 87779 CHILD CARE AND OUTREACH TO DISADVANTAGED, DESIGNATED GIFTS YWCA OF CENTRAL VIRGINIA 626 CHURCH STREET LYNCHBURG VA 24504 540506490 501(C)(3) 213952 LOW-RENT AND TRANSITIONAL HOUSING, DOMESTIC VIOLENCE PREVENTION, YOUTH DEVELOPMENT PARK AVENUE UNITED METHODIST CHURCH 2420 MEMORIAL AVE LYNCHBURG VA 24501 540798225 RELIGIOUS 5484 FOOD PANTRY JUBILEE FAMILY DEVELOPMENT CENTER 1512 FLORIDA AVE LYNCHBURG VA 24501 541881948 501(C)(3) 43124 PROMOTES PERSONAL, SOCIAL, AND SPIRITUAL GROWTH AND STABILITY OF FAMILIES PIEDMONT COMMUNITY IMPACT ORGANIZATION PO BOX 187 GLADYS VA 24554 541862746 501(C)(3) 9309 SUMMER PROGRAM FOR YOUTH THE GATEWAY HOUSE PO BOX 1255 LYNCHBURG VA 24505 541450248 501(C)(3) 41814 RESIDENTIAL RECOVERY PROGRAM FOR HOMELESS MEN WHO ARE DRUG AND ALCOHOL DEPENDENT AMAZEMENT SQUARE 27 NINTH ST LYNCHBURG VA 24504 541713204 501(C)(3) 10000 CHILDHOOD LITERACY CAMPBELL COUNTY LIBRARY 684 VILLAGE HWY RUSTBURG VA 24588 651255188 501(C)(3) 10000 CHILDHOOD LITERACY REBUILDING TOGETHER 926 COMMERCE STREET LYNCHBURG VA 24504 541976958 501(C)(3) 26145 HOME REPAIR 30 1 ASSISTANCE WITH RENT, UTILITIES AND HEATING 215 19202 0 BOOK 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 26 77152 MEDIAN TRADE PRICE X LEADERSHIP BOOKLETS 1 5669 ESTIMATED BY DONOR X GIFT CARD 1 20 ESTIMATED BY DONOR X POSTERS 1 45 ESTIMATED BY DONOR X USE OF FACILITY 1 4500 ESTIMATED BY DONOR X BAGS 1 135 ESTIMATED BY DONOR X CATERING 2 2410 ESTIMATED BY DONOR X MISCELLANEOUS 1 2793 ESTIMATED BY DONOR X FRAMING 1 108 ESTIMATED BY DONOR X FOOD 2 560 ESTIMATED BY DONOR X ADVERTISING 4 160475 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -35,494. PART XI, LINE 2C EXPLANATION: PROCESS HAS NOT CHANGED FROM PRIOR YEAR.