2025-03-14T14:12:51-05:00 2024-06-30 540504608 BROWN EDWARDS & COMPANY LLP 105 ARBOR DR NE 3RD FLOOR CHRISTIANSBURG VA 24073 990 2023-07-01 540535302 UNITED WAY OF VIRGINIA'S BLUE RIDGE INC UNIT 5407774200 325 CAMPBELL AVE SW ROANOKE VA 240163624 ABIGAIL V HAMILTON PRESIDENT & CEO 5407774200 2025-03-13 1 1 PATRICK PITTMAN P00587461 5404433606 2025-03-04 2023 2025-03-06 01:10:19Z X ABIGAIL V HAMILTON 325 CAMPBELL AVE ROANOKE VA 24016 5739474 0 X WWW.UWVBR.ORG X 1924 VA TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF PEOPLE IN OUR COMMUNITY. UNITED WAY OF VIRGINIA'S BLUE RIDGE SERVES PEOPLE IN THE CITIES OF ROANOKE AND SALEM, TOWN OF VINTON, AND THE COUNTIES OF BOTETOURT, CRAIG, ROANOKE, AND FRANKLIN. 29 29 38 396 0 0 5386454 5504241 0 0 215600 81928 0 153305 5602054 5739474 4500043 2894861 0 0 1041203 2380557 0 0 454480 291346 700702 5832592 5976120 -230538 -236646 7635404 8031295 1075831 1460345 6559573 6570950 X TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF PEOPLE IN OUR COMMUNITY. UNITED WAY OF VIRGINIA'S BLUE RIDGE SERVES PEOPLE IN THE CITIES OF ROANOKE AND SALEM, THE TOWN OF VINTON, AND THE COUNTIES OF BOTETOURT, CRAIG, ROANOKE, AND FRANKLIN. 0 0 4606443 2724781 153305 UNITED WAY OF VIRGINIA'S BLUE RIDGE 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, 2023 - JUNE 30, 2024, UNITED WAY OF VIRGINIA'S BLUE RIDGE INVESTED OVER $4.7 MILLION DOLLARS IN QUALITY PROGRAMS, INITIATIVES, AND SMALL GRANTS THAT MAKE A POSITIVE DIFFERENCE IN THE COMMUNITY. $4.2 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 2023 - 2024 FY, FUNDING WAS AWARDED IN TWO TIERS. TIER 1 WAS FOR THE COLLABORATIVE PARTNERSHIP THAT ADDRESSES FAMILY NEEDS THROUGH THE COMMUNITY RESOURCE 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 $201,000 IN THE COMMUNITY RESOURCE HUB PARTNERSHIP. TIER 2 IS FOR SYSTEM INNOVATION COLLABORATIONS THAT ADDRESS COMPLEX SOCIAL ISSUES THROUGH PARTNERSHIPS AMONG THE SERVICE PROVIDER NETWORK. UNITED WAY INVESTED $230,000 IN 3 SYSTEM INNOVATION COLLABORATIONS THAT ADDRESSED EARLY EDUCATION, YOUTH PROGRAMMING, AND WORKFORCE DEVELOPMENT. THIS MODEL HAS SEEN OVER 7,000 CHILDREN ACCESS QUALITY EARLY LEARNING PROGRAMS AND 439 RECEIVE MEDICAL SERVICES; 387 YOUTH WERE SERVED AT AFTER SCHOOL PROGRAMS AND 240 WERE CONNECTED WITH MENTAL HEALTH SERVICES; 4,507 PEOPLE WHO WORKED WITH COMMUNITY HEALTH WORKERS WERE ASSISTED WITH LOCATING NECESSARY RESOURCES, AND 126 ADULTS ACHIEVED EMPLOYMENT WHICH POSITIVELY AFFECTED 494 CHILDREN AND ADULTS CONNECTED TO THEM. 170080 170080 UNITED WAY OF VIRGINIA'S BLUE RIDGE 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 2023 CAMPAIGN, MORE THAN 150 AGENCIES RECEIVED DESIGNATIONS THROUGH UNITED WAY DONORS AMOUNTING TO JUST OVER $170000. UNITED WAY OF VIRGINIA'S BLUE RIDGE RELIES ON THE SUPPORT OF HUNDREDS OF VOLUNTEERS WHO LIVE IN THE REGION. IN 2023 - 2024, 396 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 $5.7 MILLION WAS SECURED BY UWVBR THROUGH THE ANNUAL CAMPAIGN AND GRANT AWARDS, OF WHICH $4.7 MILLION WAS DIRECTLY REINVESTED TO PROGRAMS IN OUR COMMUNITY. 4776523 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 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 80 0 1 38 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 MRS PAULA M BROWN CHAIR 1.00 X X 0 0 0 MS MELINDA SUE JORDAN PAYNE VICE CHAIR 1.00 X X 0 0 0 JESSICA BEEMER OPERATIONS AND FINANCE CHAIR 1.00 X X 0 0 0 DR CHERYL WALKER HARTMAN COMMUNITY IMPACT CHAIR 1.00 X X 0 0 0 MR MATTHEW D THOMAS RESOURCE DEVELOPMENT CHAIR 1.00 X X 0 0 0 MRS TIFFANY T BRADBURY MARKETING AND COMMUNICATIONS CHAIR 1.00 X X 0 0 0 MR ROBERT S COWELL BOARD MEMBER 1.00 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 CHARLENE DAY 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 LAUREN EELLS BOARD MEMBER 1.00 X 0 0 0 SHATENITA HORTON BOARD MEMBER 1.00 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 MATTHEW HUBBARD BOARD MEMBER 1.00 X 0 0 0 JAMES MYERS BOARD MEMBER 1.00 X 0 0 0 ERIC SICHAU BOARD MEMBER 1.00 X 0 0 0 MRS JULIET J LOWERY BOARD MEMBER 1.00 X 0 0 0 BRIAN WELLS 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 89740 0 15416 TERRY BRIDGES VP OF OPERATIONS & FINANCE 40.00 X 73465 0 19079 163205 0 34495 0 0 0 0 0 5504241 126611 5504241 81928 81928 MISCELLANEOUS INCOME 900099 148413 148413 PLEDGE PROCESSING FEES 900099 4892 4892 153305 5739474 153305 0 81928 2894861 2894861 197700 49425 117359 30916 1684772 1142865 334359 207548 122910 76456 31820 14634 375175 233376 97128 44671 6892 2937 2289 1666 23898 10184 7939 5775 21148 21148 131873 102067 7077 22729 63290 40554 7187 15549 78084 71448 1945 4691 49758 49758 54332 54332 16407 8864 7543 PROGRAM EXPENSE 122529 73239 5952 43338 PRINTING AND PUBLICATIO 46528 28051 3750 14727 REPAIRS & MAINTENANCE 39339 17066 12699 9574 MISCELLANEOUS EXPENSE 34133 14589 3678 15866 12491 10541 302 1648 5976120 4776523 745117 454480 2612974 2885916 359647 463421 1584410 992144 546121 592266 368760 403349 3747902 3686343 7635404 8031295 1058650 1451342 17181 9003 1075831 1460345 X 3844536 3780458 2715037 2790492 6559573 6570950 7635404 8031295 -236646 248023 0 X X 0 1 X 1 1 1 X 4859612 7061575 5278793 5386454 5504241 28090675 4859612 7061575 5278793 5386454 5504241 28090675 28090675 63715 125867 138376 215600 81928 625486 153305 153305 28869466 0.97300 0.97860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7446 1 1919448 146277 2065725 1846444 73004 1919448 2188216 -341771 1846444 1843081 345135 2188216 1895907 -52826 1843081 1.00000 1 0 100000 44500 144500 1061483 718788 342695 370981 273356 97625 7446 7446 592266 OTHER CURRENT ASSETS 727349 FOUNDATION FOR ROANOKE VALLEY 888082 BENEFICIAL INTEREST IN PERPETUAL TRUST 2061909 RIGHT OF USE ASSET 9003 3686343 LEASE LIABILITY 9003 9003 X 6029191 248023 211774 459797 5569394 170080 170080 5739474 6088635 282595 282595 5806040 170080 170080 5976120 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL STATEMENT RECLASSIFICATION OF INCOME AFTER ISSUANCE OF AUDIT 211,774. PART XI, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS PAID NETTED AGAINST EXPENSES IN FINANCIAL STATEMENTS 170,080. PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING ADJUSTMENT FINANCIAL STATEMENT RECLASSIFICATION OF EXPENSE AFTER ISSUANCE OF AUDIT 282,595. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS PAID NETTED WITH EXPENSES IN FINANCIAL STATEMENTS 170,080. 1 BRADLEY FREE CLINIC 237380491 23712 0 COMMUNITY HEALTH WORKER ALLOCATION AND DONOR DESIGNATION PAYMENTS CHILD HEALTH INVESTMENT PARTNERSHIP (CHIP) OF ROANOKE VALLEY 541566451 73704 0 EARLY LEARNING ALLOCATION AND DONOR DESIGNATION PAYMENTS CHILDREN'S TRUST 510238591 11709 0 DONOR DESIGANTION PAYMENTS & TRAUMA INFORMED ALLOCATION CRAIG COUNTY CHILDCARE CENTER 541809413 309079 0 EARLY LEARNING PROGRAM FEES AND SUPPORT CREATIVE KIDS CHILDCARE 201721495 275733 0 EARLY LEARNING PROGRAM FEES AND SUPPORT FAMILY SERVICE OF ROANOKE 540505946 70000 0 YOUTH PROGRAM ALLOCATION FEEDING AMERICA SOUTHWEST VIRGINIA 541939556 8329 0 DONOR DESIGNATION PAYMENTS FRANKLIN COUNTY FAMILY YMCA 541740065 411100 0 EARLY LEARNING PROGRAM FEES AND SUPPORT HEALING STRIDES OF VIRGINIA 541594325 6024 0 DONOR DESIGNATION PAYMENTS AND MENTAL HEALTH PROGRAM ALLOCATION LOCAL OFFICE ON AGING INC 540916248 6064 0 DONOR DESIGNATION PAYMENTS NEW HORIZONS HEALTHCARE 541937835 39750 0 COMMUNITY HEALTH WORKER ALLOCATION ONE STEP FURTHER CHILDCARE CENTER 264695560 161267 0 EARLY LEARNING PROGRAM FEES AND SUPPORT THE RESCUE MISSION OF ROANOKE INC 540573900 28539 0 COMMUNITY HEALTH WORKER ALLOCATION AND DONOR DESIGNATION PAYMENTS ROANOKE VALLEY SPCA 540679796 7915 0 DONOR DESIGNATION PAYMENT SAINT FRANCIS SERVICE DOGS 541806879 8541 0 DONOR DESIGNATION PAYMENT SMALL STEPS LEARNING ACADEMY INC 270871725 269404 0 EARLY LEARNING PROGRAM FEES AND SUPPORT STEP INC 540801556 73117 0 EARLY LEARNING PROGRAM FEES AND SUPPORT THE SALVATION ARMY INC 580660607 5477 0 DONOR DESIGNATION PAYMENT TOTAL ACTION FOR PROGRESS 546057095 95448 0 JOB PLACEMENT PROGRAM AND DONOR DESIGNATION PAYMENTS UNITED WAY OF CENTRAL VIRGINIA 540505923 31151 0 DONOR DESIGNATION PAYMENT UNITED WAY OF CENTRAL WEST VIRGINIA 550402755 11615 0 DONOR DESIGNATION PAYMENT UNITED WAY OF GREATER CHARLOTTESVILLE 540505882 15053 0 DONOR DESIGNATION PAYMENT UNITED WAY OF HENRY COUNTY & MARTINSVILLE 540753318 133583 0 EARLY LEARNING PROGRAM FEES AND DONOR DESIGNATION PAYMENTS WEST END CENTER 541150320 5605 0 DONOR DESIGNATION PAYMENT YELLOW BRICK ROAD EARLY LEARNING CENTER 540718860 285767 0 EARLY LEARNING PROGRAM FEES AND SUPPORT YMCA OF VIRGINIA'S BLUE RIDGE 540515736 389761 0 EARLY LEARNING PROGRAM FEES AND DONOR DESIGNATION PAYMENTS 26 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. X 2 1050 FMV AT TRANSACT X 9155 FMV AT TRANSACT X 1 100000 FMV AT TRANSACT X MISCELLANEOUS 10 10646 FMV AT TRANSACT X EVENT TICKETS 2 5810 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 PERSONNEL COMMITTEE OF UNITED WAY OF VIRGINIA'S BLUE RIDGE, 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 XII, LINE 2C: NO CHANGES TO THE PROCESS FROM THE PRIOR YEAR