2024-03-28T10:01:01-05:00 2023-06-30 540504608 BROWN EDWARDS & COMPANY LLP 105 ARBOR DR NE 3RD FLOOR CHRISTIANSBURG VA 24073 990 2022-07-01 540535302 UNITED WAY OF ROANOKE VALLEY INC UNIT 5407774200 325 CAMPBELL AVE SW ROANOKE VA 240163624 ABIGAIL V HAMILTON PRESIDENT & CEO 5407774200 2024-03-26 1 ABIGAIL HAMILTON 999009999 0 MARK WOOLWINE P00647446 5404433606 2024-03-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ABIGAIL V HAMILTON 325 CAMPBELL AVE ROANOKE VA 24016 5602054 0 X WWWW.UWRV.ORG X 1924 VA 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, ROANOKE, AND FRANKLIN. 29 29 43 639 0 0 5278793 5386454 0 0 138376 215600 0 0 5417169 5602054 3962245 4500043 0 0 1011688 1041203 0 0 401348 309662 291346 5283595 5832592 133574 -230538 7671992 7635404 1003208 1075831 6668784 6559573 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, THE TOWN OF VINTON, AND THE COUNTIES OF BOTETOURT, CRAIG, ROANOKE, AND FRANKLIN. 0 0 509500 509500 UNITED 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. FROM JULY 1, 2022 - JUNE 30, 2023, UNITED WAY OF ROANOKE VALLEY INVESTED OVER $ 4.8 MILLION DOLLARS IN QUALITY PROGRAMS, INITIATIVES, AND SMALL GRANTS THAT MAKE A POSITIVE DIFFERENCE IN THE COMMUNITY. $ 3.9 MILLION CAME IN THE FORM OF GRANTS SPECIFICALLY AWARDED TO DIRECTLY SUPPORT UNITED WAY'S SIGNATURE INITIATIVES - EARLY LEARNING STRATEGIES AND FAMILY HEALTH STRATEGIES, AND THE REMAINDER CAME FROM DONATIONS TO THE COMMUNITY IMPACT FUND. ADDITIONALLY, UNITED WAY MADE INVESTMENTS IN THE WORK OF OTHER NON-PROFIT ORGANIZATIONS PROVIDING SERVICES WHICH ADDRESSED KEY PRIORITIES IDENTIFIED IN THE AREAS OF EARLY LEARNERS, SUCCESSFUL YOUTH AND HEALTHY ADULTS USING A FUNDING MODEL THAT BUILDS ON PARTNERSHIPS AMONG SERVICE PROVIDERS TO BETTER ADDRESS CLIENT NEEDS AND BUILD COALITIONS THAT SHARE OUTCOMES TO ATTRACT OTHER FUNDERS. THIS MODEL RESULTS IN SUSTAINED SOCIAL PROGRESS, STREAMLINED ACCESS FOR CLIENTS AND DEEPENED CONNECTIONS AMONG PARTNERS. IN 2022 - 2023 FY, FUNDING WAS AWARDED IN TWO TIERS. TIER 1 WAS FOR THE COLLABORATIVE PARTNERSHIP THAT ADDRESSES FAMILY NEEDS THROUGH THE PATHWAYS COMMUNITY HUB. FAMILIES ARE IDENTIFIED THROUGH COMMUNITY HEALTH WORKERS, WHO THEN WORK ONE ON ONE TO IDENTIFY NEEDS AND ALIGN THE FAMILY WITH SUPPORTS TO MEET THOSE NEEDS. UNITED WAY INVESTED $200,000 IN THE PATHWAYS COMMUNITY HUB PARTNERSHIP. TIER 2 IS FOR SYSTEM INNOVATION COLLABORATIONS THAT ADDRESS COMPLEX SOCIAL ISSUES THROUGH PARTNERSHIPS AMONG THE SERVICE PROVIDER NETWORK. UNITED WAY INVESTED $ 309,500 IN 3 SYSTEM INNOVATION COLLABORATIONS THAT ADDRESSED EARLY EDUCATION, YOUTH PROGRAMMING, AND WORKFORCE DEVELOPMENT. THIS MODEL HAS SEEN 7,680 CHILDREN ACCESS QUALITY EARLY LEARNING PROGRAMS; 392 YOUTH WERE SERVED AT AFTER SCHOOL PROGRAMS AND 157 WERE CONNECTED WITH MENTAL HEALTH SERVICES; 4,592 PEOPLE WHO WORKED WITH COMMUNITY HEALTH WORKERS WERE ASSISTED WITH LOCATING NECESSARY RESOURCES, AND 340 ADULTS RECEIVED SERVICES TOWARD GAINING EMPLOYMENT AND FURTHERING THEIR EDUCATION 241761 241761 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 THE FALL 2022 CAMPAIGN, MORE THAN 150 AGENCIES RECEIVED DESIGNATIONS THROUGH UNITED WAY DONORS AMOUNTING TO JUST OVER $ 241,761 4095141 3748782 UNITED WAY OF ROANOKE VALLEY RELIES ON THE SUPPORT OF HUNDREDS OF VOLUNTEERS WHO LIVE IN THE REGION. IN 2022 - 2023, 639 VOLUNTEERS PARTICIPATED IN A VARIETY OF WAYS TO BRING LASTING CHANGE TO OUR COMMUNITY WHICH INCLUDED SERVING ON GOVERNANCE COMMITTEES, ASISTING IN OUR ANNUAL CAMPAIGN EFFORTS AND REVIEWING APPLICATIONS AND PROGRAMS DURING THE INVESTMENT PROCESS. BECAUSE OF THEIR EFFORTS, OVER $ 5.8 MILLION WAS SECURED BY UWRV THROUGH THE ANNUAL CAMPAIGN AND GRANT AWARDS, OF WHICH $ 4.8 WAS DIRECTLY REINVESTED TO PROGRAMS IN OUR COMMUNITY. 4846402 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 33 0 1 43 1 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 5407774200 325 CAMPBELL AVE SW ROANOKE VA 240163624 MS MELINDA SUE JORDAN PAYNE BOARD CHAIR 1.00 X X 0 0 0 DR CHERYL WALKER HARTMAN BOARD CI COMMITTEE CO-CHAIR 1.00 X X 0 0 0 MR ROBERT S COWELL BOARD OPS/FINANCE COMMITTEE CHAIR 1.00 X X 0 0 0 MRS ANITA JAMES J PRICE BOARD CI COMMITTEE CO-CHAIR 1.00 X X 0 0 0 MRS PAULA M BROWN BOARD RD COMMITTEE CHAIR 1.00 X X 0 0 0 DR JOHN H BURTON BOARD MEMBER 1.00 X 0 0 0 DR KENNETH E NICELY BOARD MEMBER 1.00 X 0 0 0 KING TOWER BOARD MEMBER 1.00 X 0 0 0 KIRTESH D PATEL BOARD MEMBER 1.00 X 0 0 0 MR ANDREW IRVIN BOARD MEMBER 1.00 X 0 0 0 MR AUBREY W WRIGHT BOARD MEMBER 1.00 X 0 0 0 MR CHAD A SPANGLER BOARD MEMBER 1.00 X 0 0 0 MR CHRISTOPHER E FINLEY BOARD MARCOM COMMITTEE CHAIR 1.00 X X 0 0 0 MR ESTEBAN DURAN-BALLEN BOARD MEMBER 1.00 X 0 0 0 MR JOHN WILLIAM HERRIG BOARD MEMBER 1.00 X 0 0 0 MR MATTHEW D THOMAS BOARD MEMBER 1.00 X 0 0 0 MR MICHAEL BURNETTE BOARD MEMBER 1.00 X 0 0 0 MR PAUL M DROUBAY BOARD MEMBER 1.00 X 0 0 0 MRS CAROLYN BUCHER KISER BOARD MEMBER 1.00 X 0 0 0 MRS JULIET J LOWERY BOARD MEMBER 1.00 X 0 0 0 MRS TIFFANY T BRADBURY BOARD MEMBER 1.00 X 0 0 0 MS ANGELA HOKE REYNOLDS BOARD MEMBER 1.00 X 0 0 0 MS BETTINA S MASON BOARD MEMBER 1.00 X 0 0 0 MS BLAIR CELLI BOARD SECRETARY 1.00 X X 0 0 0 MS JILLIAN P MOORE BOARD MEMBER 1.00 X 0 0 0 MS KRISTI L MALLORY BOARD MEMBER 1.00 X 0 0 0 REV ANTHONY LLOYD HOLMES BOARD MEMBER 1.00 X 0 0 0 STEVEN LAYMON BOARD MEMBER 1.00 X 0 0 0 VERLETTA WHITE BOARD MEMBER 1.00 X 0 0 0 ABBY VERDILLO HAMILTON PRESIDENT & CEO 40.00 X 84350 0 13077 TERRY BRIDGES VP OF OPERATIONS & FINANCE 40.00 X 66995 0 16316 151345 0 29393 0 0 0 0 0 5386454 12804 5386454 215600 215600 5602054 0 0 215600 4500043 4500043 84439 45185 10732 28522 746254 120676 367009 258569 117056 23482 60858 32716 93454 18747 48588 26119 15026 12646 558 1822 23989 28770 -19795 15014 34788 14836 9531 10421 31506 25456 789 5261 10790 985 4211 5594 40626 40626 56291 56291 REPAIRS & MAINTENANCE 38474 25950 8120 4404 PRINTING AND PUBLICATIO 35055 21124 3204 10727 MISCELLANEOUS EXPENSE 4801 8502 -5880 2179 5832592 4846402 584842 401348 2822073 2612974 479614 359647 1483933 937812 576221 546121 348185 368760 3445899 3747902 7671992 7635404 1003208 1058650 0 17181 1003208 1075831 X 3706173 3844536 2962611 2715037 6668784 6559573 7671992 7635404 X -230538 121328 -1 X X 0 1 X 1 1 1 X 4527209 4859612 7061575 5278793 5386454 27113643 4527209 4859612 7061575 5278793 5386454 27113643 27113643 50444 63715 125867 138376 215600 594002 27707645 0.97860 0.98000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8497 1846444 73004 1919448 2188216 -341771 1846444 1843081 345135 2188216 1895907 -52826 1843081 1845275 50632 1895907 1.00000 1 0 44500 44500 1061483 691426 370057 369453 246386 123067 8497 8497 546121 OTHER CURRENT ASSETS 994164 FOUNDATION FOR ROANOKE VALLEY 820925 BENEFICIAL INTEREST IN PERPETUAL TRUST 1915632 RIGHT OF USE ASSET 17181 3747902 LEASE LIABILITY 17181 17181 X 5387237 121328 121328 5265909 336145 336145 5602054 5496446 -1 -1 5496447 336145 336145 5832592 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) PART XI, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS PAID NETTED AGAINST EXPENSES IN FINANCIAL STATEMENTS 336,145. PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING ADJUSTMENT -1. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS PAID NETTED WITH EXPENSES IN FINANCIAL STATEMENTS 336,145. 1 APPLE RIDGE FARM INC 541409250 14919 0 DONOR DESIGNATION PAYMENT BRADLEY FREE CLINIC 237380491 26289 0 COMMUNITY HEALTH WORKER ALLOCATION AND DONOR DESIGNATION PAYMENTS CHILD HEALTH INVESTMENT PARTNERSHIP (CHIP) OF ROANOKE VALLEY 541566451 73422 0 EARLY LEARNING ALLOCATION AND DONOR DESIGNATION PAYMENTS CRAIG COUNTY CHILDCARE CENTER 541809413 94900 0 EARLY LEARNING PROGRAM FEES AND SUPPORT CREATIVE KIDS CHILDCARE 201721495 205942 0 EARLY LEARNING PROGRAM FEES AND SUPPORT FAMILY SERVICE OF ROANOKE 540505946 73670 0 YOUTH PROGRAM ALLOCATION AND DONOR DESIGNATION PAYMENTS FEEDING AMERICA SOUTHWEST VIRGINIA 541939556 16581 0 DONOR DESIGNATION PAYMENTS FRANKLIN COUNTY FAMILY YMCA 541740065 277128 0 EARLY LEARNING ALLOCATION AND DONOR DESIGNATION PAYMENTS NEW HORIZONS HEALTHCARE 541937835 40359 0 COMMUNITY HEALTH WORKER ALLOCATION AND DONOR DESIGNATION PAYMENTS ONE STEP FURTHER CHILDCARE CENTER 264695560 103233 0 EARLY LEARNING PROGRAM FEES AND SUPPORT THE RESCUE MISSION OF ROANOKE INC 540573900 27682 0 COMMUNITY HEALTH WORKER ALLOCATION AND DONOR DESIGNATION PAYMENTS ROANOKE VALLEY SPCA 540679796 8450 0 DONOR DESIGNATION PAYMENT SMALL STEPS LEARNING ACADEMY INC 270871725 189769 0 EARLY LEARNING PROGRAM FEES AND SUPPORT STEP INC 540801556 94900 0 EARLY LEARNING PROGRAM FEES AND DONOR DESIGNATION PAYMENTS TOTAL ACTION FOR PROGRESS 546057095 94844 0 JOB PLACEMENT PROGRAM AND DONOR DESIGNATION PAYMENTS UNITED WAY OF CENTRAL VIRGINIA 540505923 11030 0 DONOR DESIGNATION PAYMENT UNITED WAY OF CENTRAL WEST VIRGINIA 550402755 15355 0 DONOR DESIGNATION PAYMENT UNITED WAY OF HENRY COUNTY & MARTINSVILLE 540753318 123516 0 EARLY LEARNING PROGRAM FEES AND DONOR DESIGNATION PAYMENTS UNITED WAY OF SOUTHWEST VIRGINIA 540718860 7507 0 DONOR DESIGNATION PAYMENT YELLOW BRICK ROAD EARLY LEARNING CENTER 540718860 186533 0 EARLY LEARNING PROGRAM FEES AND SUPPORT YMCA OF VIRGINIA'S BLUE RIDGE 540515736 286357 0 EARLY LEARNING PROGRAM FEES AND DONOR DESIGNATION PAYMENTS PART I, LINE 2: UNITED WAY'S COMMUNITY INVESTMENT PROCESS IS THE ANNUAL REVIEW OF PROGRAM APPLICATIONS FROM 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. VOLUNTEERS ARE DIVIDED INTO GROUPS 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 COMMITTEE 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. 1 X 0 0 0 0 0 0 0 0 0 X 1 5496 FMV AT TRANSACT X 3814 FMV AT TRANSACT X 3 1239 FMV AT TRANSACT X MISCELLANEOUS 5 2255 FMV AT TRANSACT 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS EMAILED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST THAT HAVE RISEN 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 EXEUCTIVE 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. FORM 990, PART XI, LINE 9: ROUNDING ADJUSTMENT -1. PART XII, LINE 2C NO CHANGES TO THE PROCESS FROM THE PRIOR YEAR