2011-12-12T13:19:53-06:00 2011-04-30 BROWN EDWARDS & COMPANY LLP 124 NEWMAN AVENUE HARRISONBURG VA 22801 990 2010-05-01 540632716 UNITED WAY OF HARRISONBURG-ROCKINGHAM COUNTY INC UNIT 5404346639 420 CHESAPEAKE AVENUE HARRISONBURG VA 22801 KELLY BLOSSER 5404346639 2011-12-12 1 TOM DUNHAM 5404346736 2011-11-21 2010 2016-02-24 21:20:13Z KELLY BLOSSER 420 CHESAPEAKE AVENUE HARRISONBURG VA 22801 1160190 0 X WWW.UWHR.ORG X 1957 VA OUR MISSION IS TO IMPROVE LIVES BY MOBILIZING THE COMMUNITY TO CREATE LASTING CHANGES IN CONDITIONS. 24 24 4 906 0 0 1163557 1128622 10234 0 33920 25088 2284 6480 1209995 1160190 903883 850870 0 0 157550 163884 0 814 88882 119713 135340 1181146 1150908 28849 9282 1937982 2121550 777512 844015 1160470 1277535 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. 0UR 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. 0UR 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 945424 850870 6480 ACCOMPLISHMENTS IN THE FISCAL YEAR ENDING APRIL 30, 2011 INCLUDE:1. GENERATING $1,104,528 TO INVEST IN THE COMMUNITY IMPACT FUND FOR PROGRAMS ADDRESSING THE MOST VULNERABLE PERSONS IN OUR COMMUNITY. THESE PERSONS ARE AT-RISK AND INCLUDE THOSE WITH LOW INCOMES, PERSONS IN CRISIS SITUATIONS, PERSONS LIVING WITH INTELLECTUAL OR PHYSICAL DISABILITIES AND PERSONS WITH LANGUAGE BARRIERS.2. INVESTING THESE RESOURCES INTO FOUR COMMUNITY IMPACT AREAS, EACH ONE FACILITATED BY A TEAM OF LOCAL AGENCY DIRECTORS AND EXPERT COMMUNITY VOLUNTEERS. THE FOUR IMPACT AREAS INCLUDE: READY CHILDREN; SUCCESSFUL YOUTH; SELF SUFFICIENT FAMILIES; AND INDEPENDENT ADULTS. A TOTAL OF 32 COMMUNITY PARTNER AGENCIES ARE RECEIVING GRANTS THAT SUPPORT 37 DIFFERENT HEALTH AND HUMAN SERVICE PROGRAMS.3. MEASURING THE OUTCOMES OF UNITED WAY INVESTMENTS IN EACH PROGRAM WITH RESULTS SUCHAS UNITED WAY:A. PROVIDED 7,487 DAYS OF CHILDCARE FOR LOW-INCOME FAMILIESB. PROVIDED 1,018 NIGHTS OF SHELTER FOR HOMELESS INDIVIDUALSC. SERVED 5,543 MEALS TO ADULTS IN NEED OF FOOD.4. CREATED THE CORPORATE VOLUNTEER COUNCIL WHICH ENGAGES THE EMPLOYEES OF OVER 25 LOCAL BUSINESSES AND INSTITUTIONS IN YEAR ROUND VOLUNTEERISM THROUGH THEIR WORKPLACES. THE CORPORATE VOLUNTEER COUNCIL SPONSORED THE FOLLOWING ACTIVITIES IN THEIR FIRST YEAR AND INVOLVED OVER 400 VOLUNTEERS:A. COMPLETED AN EXTREME MAKEOVER OF THE FACILITY AT OUR COMMUNITY PLACE, INSTALLING A NEW KITCHEN, SHOWER AND LAUNDRY ROOM. ALL MATERIALS AND LABOR ON THE PROJECT WERE DONATED UNDER THE DIRECTION OF HARMAN CONSTRUCTION.B. PROVIDED THANKSGIVING DINNER BOXES FOR 250 FAMILIES IN THE ELKTON AREA. MILLERCOORS DONATED THE TURKEYS.C. FILLED AND DELIVERED HOLIDAY GIFT BAGS FOR 380 HOMEBOUND SENIOR ADULTS.D. HELD A NEW YEAR! NEW YOU! EVENT FOR THE WOMEN AT TWO HOMELESS SHELTERS, HELPING THEM WITH JOB PLACEMENT SKILLS.E. CONDUCTED SEVERAL COLLECTIONS INCLUDING TWO DIAPER DRIVES, A BOOK DRIVE AND AN ARTS SUPPLY DRIVE TO BENEFIT UNITED WAY AGENCIES.5. CREATED A STUDENT UNITED WAY ORGANIZATION AT JAMES MADISON UNIVERSITY, THE FIRST STUDENT UNITED WAY IN THE COMMONWEALTH OF VIRGINIA. THE CLUB WILL WORK CLOSELY WITH THE LOCAL UNITED WAY OFFICE TO ENGAGE STUDENTS IN GIVE.ADVOCATE.VOLUNTEER.6. PARTNERING WITH SMART BEGINNINGS SHENANDOAH VALLEY TO PROMOTE EARLY CHILDHOOD READINESS. UNITED WAY SERVES AS THE FISCAL AGENT FOR THE GROUP. A PLANNING GRANT VALUED AT $50,000 FOR THE PURPOSE OF ESTABLISHING A LEADERSHIP COUNCIL AND LOCALITY TEAMS WAS COMPLETED. A GETTING READY GRANT VALUED AT $125,000 WAS AWARDED BY VIRGINIA EARLY CHILDHOOD FOUNDATION AND WILL BE USED TO IMPLEMENT QUALITY CHILD CARE INITIATIVES, PARENT EDUCATION FOR AT RISK FAMILIES AND CONTINUING EDUCATION FOR CHILD CARE PROVIDERS.7. PARTNERING WITH Q101 VERSTANDIG RADIO, WAL-MART, HARRISONBURG CITY AND ROCKINGHAMCOUNTY PUBLIC SCHOOLS TO HOLD THE FIFTH ANNUAL STUFF THE BUS EVENT IN THE COMMUNITY.THE EFFORT RESULTED IN COLLECTING 3,295 BAGS OF SCHOOL SUPPLIES AND 945 BOOK BAGS, SETTING ANOTHER RECORD FOR GENEROSITY IN THE COMMUNITY. OVER 200 VOLUNTEERS FROM APPROXIMATELY 25 LOCAL BUSINESSES PARTICIPATED. SCHOOL SUPPLIES WERE DELIVERED TO THE PUBLIC SCHOOLS TO BE GIVEN TO CHILDREN WHO WERE UNABLE TO PURCHASE THEIR OWN SUPPLIES.8. SERVING AS THE LOCAL EMERGENCY FOOD AND SHELTER BOARD COORDINATING BODY FOR HARRISONBURG AND ROCKINGHAM COUNTY. FOR THE CALENDAR YEAR 2010, $44,423 WAS DISTRIBUTED TO THE SALVATION ARMY AND OUR COMMUNITY PLACE FOR RENTAL/MORTGAGE ASSISTANCE AND EMERGENCY MEALS. EFSB GRANTS ARE FEDERAL FUNDS DISTRIBUTED TO COMMUNITIES AND AWARD DECISIONS ARE MADE BY THE LOCAL BOARD. 945424 1 1 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 0 1 4 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 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 5.00 X X 0 0 0 CATHY WELSH 5.00 X X 0 0 0 KELLY BLOSSER 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 ALAN SHELTON 5.00 X X 0 0 0 DON BOWERS 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 ASA GRAVES 1.00 X 0 0 0 CARY HEVENER 1.00 X 0 0 0 MARSHALL KISER 1.00 X 0 0 0 NICK LANGRIDGE 1.00 X 0 0 0 DAN MARTIN 1.00 X 0 0 0 AMY MICHTICH 1.00 X 0 0 0 NEAL SNODDY 1.00 X 0 0 0 SUSAN STEELE-WARD 1.00 X 0 0 0 BETSY HAY 40.00 X 57399 0 5000 57399 0 5000 0 0 0 0 0 946992 181630 13737 1128622 25088 25088 ADMINISTRATIVE FEES 900099 6480 6480 6480 1160190 6480 0 25088 850870 850870 57400 39916 10275 7209 80623 13689 34311 32623 15302 5943 4943 4416 10559 4101 3411 3047 38570 1508 37062 814 814 47393 16926 1039 29428 11245 2024 5084 4137 1521 591 491 439 14495 5629 4683 4183 1239 579 660 275 275 10911 10911 2183 848 705 630 3536 1373 1142 1021 DUES AND MEMBERSHIPS 1457 1457 2515 2006 509 1150908 945424 116602 88882 66407 85821 369230 470080 474033 447880 3195 2129 589 53623 47359 7021 6264 1019162 1107721 1937982 2121550 8469 9632 133288 176656 635755 657727 777512 844015 X 1127649 1255628 32821 21907 1160470 1277535 1937982 2121550 X 9282 107783 X 0 1 1 X 0 X 1361916 1361806 1201391 1146176 1128622 6199911 1361916 1361806 1201391 1146176 1128622 6199911 6199911 48838 50936 27223 33920 25088 186005 6385916 6480 0.97090 0.96930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 53623 47359 6264 6264 UNITED WAY CARE FUND 321913 F WACHOVIA INVESTMENT 908 F CAMPAIGN RESERVE 784900 F 1107721 BOARD DESIGNATED ALLOCATIONS 657727 657727 1160190 1150908 9282 107783 107783 117065 1284164 107782 182835 290617 993547 166643 166643 1160190 1167100 182835 182835 984265 166643 166643 1150908 PART IV, LINE 2B: THE UNITED WAY ACTS AS FISCAL AGENT AND EXPENDS FUNDS ON GRANTS FROM THE VIRGINIA EARLY CHILDHOOD FOUNDATION. THESE FUNDS PROVIDE REIMBURSEMENT OF ALLOWABLE EXPENSES, AS DETERMINED BY THE GRANT, TO SPECIFIC AGENCIES. THEREFORE, THESE FUNDS ARE REPORTED AS INCREASES OR DECREASES IN ASSETS AND LIABILITIES AS THEY ARE PASSED THROUGH TO OTHER AGENCIES AND ARE NOT REPORTED AS SUPPORT OR EXPENDITURES IN THE STATEMENT OF ACTIVITIES OF THE UNITED WAY. PART XII, LINE 4B - OTHER ADJUSTMENTS: PASSTHROUGH GRANTS TREATED AS AGENCY FUNDS IN FINANCIAL STATMENTS 166,643. PART XIII, LINE 4B - OTHER ADJUSTMENTS: PASSTHROUGH GRANTS TREATED AS AGENCY FUNDS IN FINANCIAL STATMENTS 166,643. 1 AMERICAN RED CROSS 1105 ROSE HILL DR CHARLOTTESVILLE VA 22903 530106605 501(C)3 9645 PROGRAM SUPPORT BIG BROTHERSBIG SISTERS PO BOX 81 HARRISONBURG VA 22801 540209104 501(C)3 42682 PROGRAM SUPPORT BLUE RIDGE LEGAL SERVICES PO BOX 551 HARRISONBURG VA 22801 541048944 501(C)3 39626 PROGRAM SUPPORT CAREGIVERS' COMMUNITY NETWORK MSC 9014 HARRISONBURG VA 22807 237156305 501(C)3 23576 PROGRAM SUPPORT CENTER FOR MARRIAGE AND FAMILY COUNSELING 96 CAMPBELL ST HARRISONBURG VA 22801 540914625 501(C)3 6350 PROGRAM SUPPORT CHILDCARE CONNECTION 411 STONE SPRING RD HARRISONBURG VA 22801 540506331 501(C)3 7114 PROGRAM SUPPORT COLLINS CENTER 165 S MAIN ST HARRISONBURG VA 22801 541478133 501(C)3 26408 PROGRAM SUPPORT COMMUNITY MEDIATION CENTER 165 S MAIN ST HARRISONBURG VA 22801 541190896 501(C)3 13208 PROGRAM SUPPORT ELKTON AREA UNITED SERVICES PO BOX 383 ELKTON VA 22827 541020432 501(C)3 20307 PROGRAM SUPPORT FIRST STEP 129 FRANKLIN ST HARRISONBURG VA 22801 510243177 501(C)3 23352 PROGRAM SUPPORT FRIENDSHIP INDUSTRIES 801 FRIENDSHIP DR HARRISONBURG VA 22802 546073412 501(C)3 16260 PROGRAM SUPPORT GENERATIONS CROSSING PO BOX 1452 HARRISONBURG VA 22803 542061192 501(C)3 27198 PROGRAM SUPPORT HARRISONBURG ROCKINGHAM CHILD DAY CARE CENTER PO BOX 344 HARRISONBURG VA 22803 237073271 501(C)3 37601 PROGRAM SUPPORT HARRISONBURG ROCKINGHAM FREE CLINIC 25 W WATER ST HARRISONBURG VA 22801 541568909 501(C)3 22353 PROGRAM SUPPORT HAND IN HAND RESOURCE MOTHERS 235 CANTRELL AVE HARRISONBURG VA 22801 540506331 501(C)3 22357 PROGRAM SUPPORT HARTS INC 176 W MARKET ST HARRISONBURG VA 22801 113835381 501(C)3 13200 PROGRAM SUPPORT HEALTHY FAMILIES OF THE BLUE RIDGE 2235 CANTRELL AVE HARRISONBURG VA 22801 540506331 501(C)3 10162 PROGRAM SUPPORT MERCY HOUSE PO BOX 1478 HARRISONBURG VA 22803 541476187 501(C)3 24384 PROGRAM SUPPORT MTC FOUNDATION 325 PLEASANT VALLEY RD HARRISONBURG VA 22801 521381038 501(C)3 38617 PROGRAM SUPPORT NEW BRIDGES IMMIGRANT RESOURCE CENTER 70 S HIGH ST HARRISONBURG VA 22801 542009833 501(C)3 9144 PROGRAM SUPPORT OFFICE ON CHILDREN AND YOUTH PO BOX 1753 HARRISONBURG VA 22803 541920421 501(C)3 20798 PROGRAM SUPPORT OUR COMMUNITY PLACE 17 E JOHNSON HARRISONBURG VA 22802 541835664 501(C)3 11676 PROGRAM SUPPORT PLAINS AREA DAYCARE CENTER PO BOX 523 BROADWAY VA 22815 237482824 501(C)3 58933 PROGRAM SUPPORT REBUILDING TOGETHER PO BOX 2301 HARRISONBURG VA 22803 542010385 501(C)3 5081 PROGRAM SUPPORT ROBERTA WEBB CHILD CARE CENTER 400 KELLY ST HARRISONBURG VA 22802 541700223 501(C)3 38617 PROGRAM SUPPORT SECOND HOME 281 E MARKET ST HARRISONBURG VA 22801 541487268 501(C)3 9960 PROGRAM SUPPORT SKYLINE LITERACY COALITION PO BOX 9 DAYTON VA 22821 541589682 501(C)3 12192 PROGRAM SUPPORT THE ARC OF HARRISONBURGROCKINGHAM 620 SIMS AVE HARRISONBURG VA 22801 540995095 501(C)3 10163 PROGRAM SUPPORT VALLEY PROGRAM FOR AGING SERVICES PO BOX 817 WAYNESBORO VA 22980 540958526 501(C)3 19614 PROGRAM SUPPORT WAY TO GO INC 3142 LANIER LN MASSANUTTEN VA 22840 611487268 501(C)3 30343 PROGRAM SUPPORT 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 339 FMV X 6530 FMV X ADVERTISING 1 220 FMV X FOOD 3 3866 FMV X GIFT CARDS/COUPONS 9 2596 COST X MULCH 2 185 FMV 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. IN ADDITION, THE ANNUAL REPORT IS POSTED ON THE UNITED WAY WEBSITE AT WWW.UWHR.ORG. A COPY OF THE FORM 990 IS ALSO AVAILABLE TO THE PUBLIC ON PUBLIC WEBSITES SUCH AS GUIDESTAR AT WWW.GUIDESTAR.ORG. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 107,783.