2023-11-28T08:02:32-06:00 2023-06-30 540737372 PBMares LLP 701 Town Center Drive Suite 900 Newport News VA 23606 990 2022-07-01 540535602 United Way of the Virginia Peninsula UNIT 7572292222 101 York Crossing Road Yorktown VA 23692 Steven S Kast President/CEO 7572292222 2023-11-27 1 Steven Kast 999009999 0 Melissa H Tucker CPA P00716515 7578731587 2023-11-22 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Lindsey A Carney 101 York Crossing Road Yorktown VA 23692 6318725 0 X www.uwvp.org X 1941 VA To improve the quality of life for people in our community by helping them live their best possible lives. United Way fights for the health, education and financial stability of every person in our community. 22 21 35 962 0 0 6084822 4510308 0 0 348332 237894 45999 37288 6479153 4785490 2015022 3839599 0 0 1019380 1112371 0 0 184299 528161 459598 3562563 5411568 2916590 -626078 7731679 7349200 1518324 1746787 6213355 5602413 X The mission of the United Way of the Virginia Peninsula is to improve the quality of life for people in our community by funding programs in the areas of Education, Health, and Self-Sufficiency. 0 0 3570196 2748769 26694 Ensuring the Health of our CommunityA community is only as healthy as the people who call it home. We expand access to quality, affordable care, give parents the tools they need to raise healthy children, and get everyone moving more and eating better to approximately 438,097 residents on the Virginia Peninsula. United Way supports free clinics, Senior Services linking our elderly population with social, medical, transportation and community services. Case management assistance for low income seniors. Pediatric Hospice for families caring for catastrophically ill children at home. In addition, United way pays donor designated funds for the Peninsula Combined Federal Campaign and the United Way Community Campaign directly to many 501c(3) organizations in the local area and nationwide. 1128060 868517 8435 Promoting Financial StabilityUWVP helps families address financial crises and work to achieve financial stability. Through UWVP-funded partners along with UWVP's Community Assistance Network (CAN) approximately 149,077 residents of the VA Peninsula were able to access financial assistance to avoid eviction and other loss of basic needs, access shelter, and receive budget and financial counseling. 288748 222313 2159 Investing in EducationUWVP and its partners support children, youth, and adults achieve their potential through education. We invest in school readiness, academic success, social-emotional development, civic engagement, career training, and workforce development, helping people reach their educational and career goals, breaking the generational cycles of poverty. UWVP funds assisted in the academic success of approximately 15,678 children and youth residing on the Virginia Peninsula. 4987004 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 35 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 21 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X Steve Kast 7572292222 101 York Crossing Road Yorktown VA 23692 Steven S Kast President/CEO 40.00 X X 214365 0 15406 Stephen C Barrs Director 1.20 X 0 0 0 Gary L Behm Vice Chair 0.20 X X 0 0 0 Steven C Bond Chair 0.20 X X 0 0 0 Lindsey A Carney Ex-Officio 0.20 X 0 0 0 Tom J Cosgrove Ex-Officio 0.20 X 0 0 0 Jeanne Callahan Director 0.20 X 0 0 0 Gordon L Gentry Jr Director 0.20 X 0 0 0 Robin Hilton Director 0.20 X 0 0 0 Jason Houser Director 0.20 X 0 0 0 David L Myers Treasurer 0.20 X X 0 0 0 Graham A Nuttycombe Director 0.20 X 0 0 0 Keith D Roots Director 0.20 X 0 0 0 Leslie H Schultz Director 0.20 X 0 0 0 Brian K Skinner Ex-Officio 0.20 X 0 0 0 CJ Skip Smith III Secretary 0.20 X X 0 0 0 Joycelyn Y Spight Roache Ex-Officio 0.20 X 0 0 0 Alexis Swann Director 0.20 X 0 0 0 Sandy B Wanner Director 0.20 X 0 0 0 Ayanna Williams Director 0.20 X 0 0 0 Dr Willard Maxwell Jr Director 0.20 X 0 0 0 Nhu Yeargin Director 0.20 X 0 0 0 214365 0 15406 1 0 1 0 0 2804480 1570636 135192 24830 4510308 203309 203309 1567820 1533235 34585 34585 34585 Contribution Fee Income 561499 24284 24284 Residual Campaign Income 561499 7797 7797 Other income 561499 5207 5207 37288 4785490 37288 0 237894 3513653 3513653 325946 325946 235417 141250 23542 70625 714846 585235 78846 50765 19228 13276 2213 3739 75714 45946 7657 22111 67166 50490 7214 9462 36656 36656 36902 36902 10370 6896 3474 65884 46058 13945 5881 94666 82388 7368 4910 4664 3588 724 352 2006 1542 312 152 28073 28073 31719 23821 3445 4453 73437 66093 3672 3672 13045 6946 6099 Community relations and 32704 29434 1635 1635 Software Licenses & Mai 14584 10963 1566 2055 Other Management Expens 7696 7696 Self Insured Unemployme 7192 5406 773 1013 5411568 4987004 240265 184299 131528 76362 28572 49736 2260119 973866 12083 12083 21460 6660 2063201 501244 641636 1561957 4636281 4642755 0 25781 7731679 7349200 243560 137788 888995 1257146 385769 351853 1518324 1746787 X 4378255 5585413 1835100 17000 6213355 5602413 7731679 7349200 X -626078 194674 -179538 X X 0 1 X 1 1 1 X 4782348 6203760 9141306 6084822 4510308 30722544 4782348 6203760 9141306 6084822 4510308 30722544 3485462 27237082 136663 135062 131451 185068 203309 791553 43594 16904 84423 45999 37288 228208 31742305 0.85810 0.86240 X Schedule A, Part II, line 10 Service Fees & Other Income 2018 Amount $43,594 2019 Amount $16,904 2020 Amount $84,423 2021 Amount $45,999 2022 Amount $37,288 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1678251 121526 1556725 137431 132199 5232 247519 247519 0 1561957 Morgan Stanley Investments 4642755 F 4642755 Allocations and Designations Payable 326072 Right of Use Leases Payable 25781 351853 X 3997804 194674 194674 3803130 982360 982360 4785490 4608746 0 4608746 802822 802822 5411568 Part X, Line 2: UWVP is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and is an organization that is not a private foundation under Section 170(b)(1)(A)(vi). FASB ASC Topic 740, Income Taxes, prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. UWVP's management has evaluated the impact of the standard to its financial statements. UWVP's income tax returns are subject to examination by taxing authorities, generally for a period of three years from the date they were filed. UWVP's policy is to classify income tax related interest and penalties in interest expense and other expenses, respectively. Part XI, Line 4b - Other Adjustments: Investment Fees netted with interest income for book purposes 36,902. Donor Designations 765,920. Bad Debt Expense 176,038. write off 3,500. Part XII, Line 4b - Other Adjustments: Investment fees netted with interest income for book purposes 36,902. Donor Designations 765,920. 1 Alternatives Inc 359 Fenwick Road Bldg 263 Ft Monroe VA 23651 540948440 501(c)(3) 0 46863 To partner with UWVP in creating Pathways out of Poverty American Red Cross - Hampton Roads 1323 W Pembroke Ave Hampton VA 23661 530196605 501(c)(3) 0 68534 To partner with UWVP in creating Pathways out of Poverty Arc of Greater Williamsburg 150 D Strawberry Plains Road Williamsburg VA 23188 541054921 501(c)(3) 0 36013 To partner with UWVP in creating Pathways out of Poverty Avalon Center PO Box 6805 Williamsburg VA 23188 521208945 501(c)(3) 0 17125 To partner with UWVP in creating Pathways out of Poverty Big Brothers Big Sisters of the Virginia Peninsula 364 McLaws Circle Suite 2 Williamsburg VA 23185 541153403 501(c)(3) 0 41741 To partner with UWVP in creating Pathways out of Poverty Boy Scouts of America - Colonial Virginia Council 11834 Canon Boulevard Suite L Newport News VA 23606 540505994 501(c)(3) 0 24741 To partner with UWVP in creating Pathways out of Poverty Boys & Girls Clubs of the VA Peninsula 11825 Rock Landing Drive Ste B Chesapeake Bldg Newport News VA 23606 540538202 501(c)(3) 0 254699 To partner with UWVP in creating Pathways out of Poverty C Waldo Scott Center for HOPE Inc 3100 Wickham Avenue Newport News VA 23607 541744900 501(c)(3) 0 10279 To partner with UWVP in creating Pathways out of Poverty Catholic Charities of Eastern Virginia 1132 Pickett Road Norfolk VA 23502 540505879 501(c)(3) 0 207052 To partner with UWVP in reducing evictions & creating Pathways out of Poverty Center for Child & Family Services 739 Thimble Shoals Boulevard Suite 400 Newport News VA 23606 540505893 501(c)(3) 0 153008 To partner with UWVP in creating Pathways out of Poverty Child Development Resources 150 Point-O-Woods Road Williamsburg VA 23188 540791991 501(c)(3) 0 76229 To partner with UWVP in creating Pathways out of Poverty Colonial CASA 1311 Jamestown Road Suite 201 Williamsburg VA 23185 541751706 501(c)(3) 0 8509 To partner with UWVP in creating Pathways out of Poverty County of York 224 Ballard Street Yorktown VA 23690 115 0 98722 To partner with UWVP in reducing evictions Edmarc 516 London Street Portsmouth VA 23704 541092904 501(c)(3) 0 43943 To partner with UWVP in creating Pathways out of Poverty Girl Scout Council of Colonial Coast 912 Cedar Road Chesapeake VA 23322 541158412 501(c)(3) 0 28863 To partner with UWVP in creating Pathways out of Poverty Gloucester Housing Partnership PO Box 1688 Gloucester VA 23061 541635676 501(c)(3) 0 47385 To partner with UWVP in creating Pathways out of Poverty Gloucester-Mathews Care Clinic PO Box 684 Gloucester VA 23061 541875619 501(c)(3) 0 33222 To partner with UWVP in creating Pathways out of Poverty Grove Christian Outreach Center 8800 Pocahontas Trail Williamsburg VA 23185 270077733 501(c)(3) 0 75309 To partner with UWVP in reducing evictions HELP Inc PO Box 190 Hampton VA 23664 541209213 501(c)(3) 0 57513 To partner with UWVP in creating Pathways out of Poverty Habitat for Humanity Peninsula & Greater Williamsburg PO Box 1443 Newport News VA 23601 521431619 501(c)(3) 0 34762 To partner with UWVP in creating Pathways out of Poverty Hospice House & Support Care of Williamsburg 4445 Powhatan Parkway Williamsburg VA 23188 521289657 501(c)(3) 0 18836 To partner with UWVP in creating Pathways out of Poverty International Cooperating Ministries 1901 N Armistead Avenue Hampton VA 23666 546338714 501(c)(3) 0 50000 Donor-directed grant to support the international Christian Ministeries Lackey Clinic 1620 Old Williamsburg Road Yorktown VA 23690 541850915 501(c)(3) 0 50512 To partner with UWVP in creating Pathways out of Poverty Legal Aid Society of Eastern Virginia 125 St Pauls Blvd 400 Norfolk VA 23510 540848499 501(c)(3) 0 20113 To support legal counsel for low-income people LINK of Hampton Roads 10413 Warwick Boulevard Newport News VA 23601 541556503 501(c)(3) 0 97174 To partner with UWVP in creating Pathways out of Poverty Literacy for Life 301 Monticello Avenue Williamsburg VA 23185 541085026 501(c)(3) 0 8165 To partner with UWVP in creating Pathways out of Poverty NATASHA House Inc PO Box 2392 Yorktown VA 23692 271871384 501(c)(3) 0 32780 To partner with UWVP in creating Pathways out of Poverty New Kent Dept of Social Services 7911 Courthouse Circle Suite 100 New Kent VA 23124 115 0 5358 To partner with UWVP in reducing evictions Peake Childhood Center 1306 Thomas Street Hampton VA 23669 540890222 501(c)(3) 0 128564 To partner with UWVP in creating Pathways out of Poverty Peninsula Agency on Aging 739 Thimble Shoals Boulevard Suite 1006 Newport News VA 23606 510151069 501(c)(3) 0 57838 To partner with UWVP in creating Pathways out of Poverty Riverside Health Foundation 701 Town Center Drive Suite 1000 Newport News VA 23606 541994013 501(c)(3) 0 24116 To partner with UWVP in creating Pathways out of Poverty Smart Beginnings Virginia Peninsula 11832 Canon Boulevard Suite F Newport News VA 23606 201421876 501(c)(3) 0 8077 To partner with UWVP in creating Pathways out of Poverty The Salvation Army Peninsula Command 1033 Big Bethel Road Hampton VA 23666 580660607 501(c)(3) 0 259829 To partner with UWVP in reducing evictions & creating Pathways out of Poverty The Samaritan Group Inc PO Box 784 White Marsh VA 23183 541573656 501(c)(3) 0 7428 To partner with UWVP in creating Pathways out of Poverty THRIVE Peninsula Inc 13195 Warwick Blvd Unit 2C Newport News VA 23602 541857664 501(c)(3) 0 156995 To partner with UWVP in reducing evictions & creating Pathways out of Poverty Transitions Family Violence Services PO Box 561 Hampton VA 23669 510239447 501(c)(3) 0 146908 To partner with UWVP in creating Pathways out of Poverty VersAbility Resources 2520 58th Street Hampton VA 23661 540802199 501(c)(3) 0 131598 To partner with UWVP in creating Pathways out of Poverty Virginia Peninsula Foodbank 2401 Aluminum Avenue Hampton VA 23661 541422298 501(c)(3) 0 142315 To partner with UWVP in creating Pathways out of Poverty Williamsburg Faith In Action 354 McLaws Circle 2 Williamsburg VA 23185 311812124 501(c)(3) 0 12077 To partner with UWVP in creating Pathways out of Poverty YMCA of the Virginia Peninsulas 41 Old Oyster Point Rd Suite C Newport News VA 23602 540524905 501(c)(3) 0 59018 To partner with UWVP in creating Pathways out of Poverty 40 Financial assistance to avoid utility disconnection for people in need 248 190152 Financial assistance to avoid eviction for people in need 105 135794 Part I, Line 2: Monitoring Policies for Allocations & Grants-These organizations receive discretionary funding and thus undergo intensive pre-screening and follow up before being awarded funding including: -An application process that includes explanation of proposed use and results of funding -Financial review of the organization to gain a level of assurance that the organization follows sound fiscal policies -Verification of IRS 501(c)(3) -Annual progress reports showing how funds are being utilized and detailing the outcomes using the logic-model Monitoring Policies for Designated funds-These organizations have no formal relationship with United Way other than the fact that donors have requested us to act as an agent on their behalf and send funds to these organizations. We verify the organization's contact information and that it is a 501(c)(3) in good standing with the IRS. X X X 0 0 0 0 0 0 0 0 0 Steven S Kast President/CEO 214365 0 0 0 0 0 12862 0 2544 0 229771 0 0 0 X 2 24830 Comparable sales 0 0 0 Part I, Column (b): The organization is reporting the number of contributions in column (b). Form 990, Part VI, Section A, line 2 Skip Smith and Lindsey Carney are married. Form 990, Part VI, Section B, line 11b A copy of the tax return was e-mailed to each board member for review before it was filed with the IRS. Form 990, Part VI, Section B, line 12c Conflicts are monitored and disclosed annually. When a conflict arises, the board member is informed that they must excuse themselves from any decisions that directly impact the related entity. Form 990, Part VI, Section B, line 15a The Board of Directors has an annual executive session without the CEO or staff where compensation for the CEO is discussed and determined. Form 990, Part VI, Section C, line 19 Information is available at our office and released upon request. Form 990, Part XI, line 9: Uncollectible pledges -176,038. write off -3,500. Form 990, Part XII, Line 2c An audit committee meets with the auditing firm at the beginning of the audit to provide input to the auditors on any specific areas that they wish to focus on. At the end of the process the committee meets with the audit firm once again to discuss how the process went and to go over the audited financial. The committee then reports the results to the Board of Directors. Form 990, Part V, Q 7g and 7h Questions 7g and 7h do not apply to the organization because the organization did not have contributions of qualified intellectual property or contributions of cars, boats, airplanes or other vehicles during the year.