2024-11-15T15:38:34-06:00 2023-12-31 541298267 RAETZ & HAWKINS PC CPAS 128 SOUTH RANDOLPH STREET LEXINGTON VA 244500916 990 2023-01-01 540506318 UNITED WAY OF ROCKBRIDGE INC UNIT 5404634482 PO BOX 1094 LEXINGTON VA 24450 JENNIFER DENT EXECUTIVE DIRECTOR 5404634482 2024-11-15 1 1 LUCAS C PENIX P01792749 5404637121 2023 2024-10-15 13:58:12Z SARAH HUGG CENTORINO PO BOX 1094 LEXINGTON VA 24450 242328 0 X UWROCKBRIDGE.ORG X 1950 VA GRANT ASSISTANCE TO HUMAN SERVICE PROGRAMS IN ROCKBRIDGE COUNTY, VIRGINIA 9 9 1 0 0 0 158709 160572 0 0 8273 27728 1 2080 166983 190380 205422 195828 0 0 46553 40907 0 0 8796 40909 33119 292884 269854 -125901 -79474 266401 172436 3161 3764 263240 168672 X TO TAKE A LEADERSHIP ROLE IN IMPROVING THE QUALITY OF LIFE OF PEOPLE IN ROCKBRIDGE COUNTY, VIRGINIA BY ASSESSING NEEDS, RAISING AND ALLOCATING FUNDS, AND ENSURING THE APPROPRIATE USE OF THOSE RESOURCES. 0 0 212543 195828 FUNDS RAISED ARE ALLOCATED TO AGENCIES THAT SUBMIT APPLICATIONS THAT ARE REVIEWED ANNUALLY BY COMMUNITY MEMBERS FUNCTIONING AS THE UWR ALLOCATIONS COMMITTEE. UWR ALSO SUPPORTS SPECIAL PROJECTS AND PROGRAMS. CURRENT PARTNER AGENCIES AND PROGRAMS INCLUDE:YOUTH AND FAMILIES: CAMPUS KITCHEN SCHOOL BACKPACK AND MOBILE FOOD PANTRY, COURT APPOINTED SPECIAL ADVOCATES FOR CHILDREN (CASA), ROCKBRIDGE REGIONAL LIBRARY, ROCKBRIDGE AREA YMCA, YELLOW BRICK ROAD EARLY LEARNING CENTERSAFETY NET: COMMUNITY TABLE, MEALS FOR SHUT-INS, NATURAL BRIDGE/GLASGOW FOOD PANTRY, ROCKBRIDGE AREA HEALTH CENTER, ROCKBRIDGE AREA RELIEF ASSOCIATION, ROCKBRIDGE AREA TRANSPORTATION SYSTEMSPECIAL NEEDS: BLUE RIDGE AUTISM & ACHIEVEMENT CENTER, BLUE RIDGE LEGAL SERVICES, THE COFFEE HOUSE FOR DISABLED ADULTS, ROCKBRIDGE AREA OCCUPATIONAL CENTER, THE TALKING BOOK CENTER, VALLEY PROGRAM FOR AGING SERVICES 4906 READING AND BOOK DISTRIBUTION PROGRAM FUNDED WITH CONTRIBUTIONS THAT ARE RESTRICTED SPECIFICALLY BY THE DONORS FOR THAT PURPOSE, ARE NOT A PART OF THE REGULAR FEDERATED FUND RAISING CAMPAIGN AND ARE NOT OTHERWISE AVAILABLE FOR ALLOCATION TO MEMBER AGENCIES 217449 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 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 1 2 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 VA X X JENNIFER DENT 5404634482 218 SOUTH MAIN STREET LEXINGTON VA 24450 SARAH HUGG CENTORINO PRESIDENT 0.00 X X 0 0 0 FRANK SETTLE VICE PRESIDENT 0.00 X X 0 0 0 CHRISTIAN WORTH SECRETARY 0.00 X X 0 0 0 MIKE SMITKA TREASURER 0.00 X X 0 0 0 MALCOLM BROWNLEE DIRECTOR 0.00 X 0 0 0 ROGER CROCKETT DIRECTOR 0.00 X 0 0 0 LIZ ELIZONDO SCHROEPFER DIRECTOR 0.00 X 0 0 0 REV MCKINLEY A WILLIAMS DIRECTOR 0.00 X 0 0 0 DANIEL DICKMAN DIRECTOR 0.00 X 0 0 0 JENNIFER DENT EXECUTIVE DIRECTOR 35.00 X 38000 0 0 38000 0 0 0 0 0 0 0 160572 160572 2098 2098 77578 51948 25630 25630 25630 OTHER INCOME 900099 2080 2080 2080 190380 2080 0 27728 X 195828 195828 38000 11400 22800 3800 2907 872 1744 291 175 175 2545 2545 2044 2044 450 450 6378 6378 9100 2730 5460 910 28 28 1064 1064 276 83 165 28 2816 845 1690 281 OTHER PROGRAM EXPENSES 4906 4906 TELEPHONE & INTERNET 1758 527 1055 176 MAINTENANCE & REPAIR 600 180 360 60 MISCELLANEOUS 420 420 559 50 367 142 269854 217449 43609 8796 84001 57907 17812 17928 18327 16862 1112 1148 1933 1245 964 688 49294 24911 94391 52492 500 500 266401 172436 3161 3764 3161 3764 X 243701 149039 19539 19633 263240 168672 266401 172436 -79474 -15094 0 X X 1 X 0 1 0 X 202410 283039 214732 156591 160572 1017344 202410 283039 214732 156591 160572 1017344 43684 973660 3381 7826 8404 19288 79676 118575 480 120 1 2080 2681 1138600 0.85510 0.89920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 143685 12459 78566 175 77403 222895 -16396 62514 300 143685 257248 3010 16091 53266 188 222895 287322 15118 16368 61560 257248 277378 2806 7138 287322 0 0 1933 1245 688 688 WELLS FARGO ADVISORS CASH FUND 12721 F CERTIFICATES OF DEPOSIT 39771 F 52492 1 ROCKBRIDGE AREA RELIEF ASSOCIATION PO BOX 640 LEXINGTON VA 24450 237303807 501(C)(3) 36500 0 HELP PROVIDE EMERGENCY AID, INCLUDING UTILITIES, RENT, SHELTER, ESSENTIAL TRANSPORTATION, HEATING FUELS AND MEDICATIONS, TO LOCAL HOUSEHOLDS. HELP DISTIRBUTE FOOD FROM THE FOOD PANTRY. BOXERWOOD EDUCATIONAL CENTER 963 ROSS ROAD LEXINGTON VA 24450 541937944 501(C)(3) 6000 0 HORTICULTURAL EDUCATION BLUE RIDGE LEGAL SERVICES 215 S MAIN STREET LEXINGTON VA 24450 541048944 501(C)(3) 12500 0 PROVIDE LEGAL SERVICES TO LOW-INCOME INDIVIDUALS BLUE RIDGE CASA FOR CHILDREN 119 WEST FREDERICK STREET STAUNTON VA 24401 541721227 501(C)(3) 8000 0 GENERAL SUPPORT ROCKBRIDGE AREA TRANSPORTATION SYSTEM 712 N MAIN STREET LEXINGTON VA 24450 043586915 501(C)(3) 10000 0 GENERAL SUPPORT ROCKBRIDGE AREA YMCA 790 N LEE HIGHWAY LEXINGTON VA 24450 542070140 501(C)(3) 15000 0 GENERAL SUPPORT ROCKBRIDGE REGIONIAL LIBRARY 138 S MAIN STREET LEXINGTON VA 24450 546001156 501(C)(3) 7500 0 GENERAL SUPPORT VALLEY PROGRAM FOR AGING SERVICES PO BOX 415 BUENA VISTA VA 24416 540958526 501(C)(3) 22000 0 GENERAL SUPPORT YELLOW BRICK ROAD CHILDCARE SERVICES 410 YELLOW BRICK ROAD LEXINGTON VA 24450 541101888 501(C)(3) 35000 0 GENERAL SUPPORT PART I, LINE 2: ALLOCATIONS: ORGANIZATIONS RECEIVING "DISCRETIONARY" FUNDING FROM UNITED WAY: 1) UNDERGO INTENSIVE PRE-SCREENING BEFORE BEING AWARDED FUNDING. SUCH SCREENING INCLUDES: A) AN APPLICATION PROCESS THAT INCLUDES EXPLANATION OF THE PROPOSED USE AND RESULTS FROM USE OF THE FUNDING; B) SITE VISIT WITH APPROPRIATE STAFF AND VOLUNTEER REPRESENTATIVES; AND C) FINANCIAL REVIEW OF THE ORGANIZATION TO GAIN A LEVEL OF ASSURANCE THAT THE ORGANIZATION FOLLOWS SOUND FISCAL POLICIES. 2) ARE REQUIRED TO NOTIFY UNITED WAY OF ANY CHANGE IN THEIR PROGRAMS AND SERVICES THAT WILL AFFECT THE DISPOSITION AND USE OF UNITED WAY FUNDS, AND 3) MAY BE REQUIRED TO SUBMIT SPECIAL PROGRESS REPORTS DURING THE COURSE OF THE YEAR. DONOR DESIGNATIONS: ORGANIZATIONS RECEIVING DONOR DESIGNATED CONTRIBUTIONS THROUGH UNITED WAY WILL HAVE THEIR CURRENT STATUS AS AN IRS CODE SECTION 501(C)(3) OR GOVERNMENTAL STATUS VERIFIED. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE AND THE EXECUTIVE DIRECTOR REVIEW THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY "CODE OF ETHICS", STATES ANY KNOWN OR POSSIBLE BREACH OF THE CODE SHOULD BE DISCLOSED TO THE BOARD OF DIRECTORS FOR PROMPT INVESTIGATION. FORM 990, PART VI, SECTION B, LINE 15A THE PERSONNEL COMMITTEE PERFORMS AN ANNUAL EVALUATION OF THE EXECUTIVE DIRECTOR. THE BOARD VOTES TO APPROVE THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE. MINUTES ARE RECORDED. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE AT WWW.GUIDESTAR.ORG OR UPON REQUEST IN HARD COPY. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTATION IS AVAILABLE UPON REQUEST IN HARD COPY. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,545. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,545. FORM 990, PART IX, LINE 24E PRINTING & REPRODUCTION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 234. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 234. UTILITIES: PROGRAM SERVICE EXPENSES 50. MANAGEMENT AND GENERAL EXPENSES 99. FUNDRAISING EXPENSES 16. TOTAL EXPENSES 165. SUPPLIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 34. FUNDRAISING EXPENSES 89. TOTAL EXPENSES 123. PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 37. TOTAL EXPENSES 37. FORM 990, PART XII, LINE 2 C THE FINANCE COMMITTEE OF THE UNITED WAY OF ROCKBRIDGE COUNTY ASSUMES RESPONSIBILITY FOR FINANCIAL REPORTING OVERSIGHT.