2025-03-20T13:12:34-05:00 2024-06-30 541953476 DAVIDSON DOYLE & HILTON LLP PO BOX 800 LYNCHBURG VA 245050800 990 2023-07-01 540505923 UNITED WAY OF CENTRAL VIRGINIA INC UNIT 4348468467 1010 MILLER PARK SQUARE LYNCHBURG VA 245012755 KIM SOERENSEN EXECUTIVE DIRECTOR 4348468467 2025-03-20 1 0 AMY A GALLAGHER CPA P00884747 4348467611 2023 2025-03-06 01:10:19Z KIM SOERENSEN 1010 MILLER PARK SQUARE LYNCHBURG VA 24501 1808152 0 X WWW.UNITEDWAYCV.ORG X 1955 VA TO MOBILIZE THE COMPASSIONATE POWER OF OUR COMMUNITY TO IMPROVE THE QUALITY OF LIVES IN CENTRAL VIRGINIA. 16 15 17 0 0 0 3510696 1458952 0 0 61463 51007 -22341 185680 3549818 1695639 988533 671104 0 0 1007905 953585 0 0 166675 1779568 344209 3776006 1968898 -226188 -273259 2402415 1974131 1371352 1113866 1031063 860265 X TO MOBILIZE THE COMPASSIONATE POWER OF OUR COMMUNITY TO IMPROVE THE QUALITY OF LIVES IN CENTRAL VIRGINIA. 0 0 514246 671104 -593398 UNITED WAY OF CENTRAL VIRGINIA RAISED OVER $1.5 MILLION IN ITS ANNUAL FUNDRAISING CAMPAIGN, SOURCING DONATIONS PRIMARILY FROM INDIVIDUALS, CORPORATE DONORS, AND EMPLOYEE GIVING CAMPAIGNS. DURING THIS SAME TIME, $1M OF PREVIOUSLY RAISED FUNDS WERE ALLOCATED TO LOCAL NONPROFITS THROUGH A COMMUNITY-LED PROCESS. APPLICANT NEEDS WERE EVALUATED BY A VOLUNTEER COMMITTEE, WHICH MADE FUNDING RECOMMENDATIONS TO THE UNITED WAY BOARD FOR APPROVAL. THE PROGRAMS FUNDED BY THIS YEAR'S ALLOCATIONS ULTIMATELY SUPPORTED 39,984 UNIQUE INDIVIDUALS IN CENTRAL VIRGINIA NEARLY ONE IN EVERY SIX RESIDENTS WITHIN OUR SERVICE AREA. UWCV CONDUCTED ADDITIONAL INITIATIVES THROUGHOUT THE YEAR TO SUPPORT LOCAL NONPROFITS, SUCH AS OUR ANNUAL OCTOBER FOOD DRIVE WHICH BENEFITTED 13 LOCAL FOOD BANKS AND OUR DAY OF CARING EVENT, WHICH MOBILIZED OVER 800 VOLUNTEERS TO TACKLE PROJECTS IDENTIFIED BY OUR NONPROFIT PARTNERS. 981533 376579 BRIGHT BEGINNINGS CENTRAL VIRGINIA (BBCV)BRIGHT BEGINNINGS CENTRAL VIRGINIA (BBCV) IS AN EARLY CHILDHOOD CARE AND EDUCATION INITIATIVE OF THE UNITED WAY OF CENTRAL VIRGINIA. BBCV CONVENES A NETWORK OF EDUCATORS AND OTHER KEY STAKEHOLDERS TO ADDRESS ISSUES CONCERNING EARLY CHILDHOOD EDUCATION AND KINDERGARTEN READINESS. ITS COALITION INCLUDES AGENCIES, EARLY CHILDHOOD EDUCATORS, HEALTH PROVIDERS AND COMMUNITY ORGANIZATIONS THAT WORK TO ENSURE THAT CHILDREN IN OUR REGION ENTER KINDERGARTEN READY TO LEARN AND BE SUCCESSFUL IN SCHOOL AND BEYOND.BBCV WORKS WITH PUBLIC AND PRIVATE PROGRAMS, LICENSED CHILDCARE CENTERS, HOME-BASED AND RELIGIOUS CHILDCARE PROGRAMS, AND COLLABORATES WITH VIRGINIA'S READY REGION SYSTEM.BBCV ALSO COORDINATES THE DOLLY PARTON IMAGINATION LIBRARY FOR UWCV, A PROGRAM THAT PROVIDES A NEW, AGE-APPROPRIATE BOOK TO ENROLLED CHILDREN EACH MONTH UNTIL THEY REACH AGE FIVE. CHILDREN CAN BE ENROLLED AT BIRTH.BBCV IS CURRENTLY ENGAGED IN PLANNING A NEW AND EXCITING INITIATIVE TO ENHANCE THE QUALITY OF EARLY CHILDHOOD EDUCATION PROGRAMS, SUPPORTING CHILDREN AND EDUCATORS THROUGH THE AMERICORPS MODEL OF COMMUNITY SERVICE, AND WORKING WITH UWCV TO ADDRESS THE CONCURRENT ISSUES OF CHILDCARE AVAILABILITY AND WORKFORCE PARTICIPATION. 143806 239606 2-1-1 VIRGINIA2-1-1 VIRGINIA IS A FREE SERVICE THAT CONNECTS PEOPLE WITH AVAILABLE COMMUNITY SERVICES IN CENTRAL VIRGINIA AND THROUGHOUT THE COMMONWEALTH. THE SERVICE IS AVAILABLE 24 HOURS A DAY, 365 DAYS PER YEAR. TRAINED COMMUNITY RESOURCE SPECIALISTS ANSWERED OVER 4,100 CALLS AND GAVE OVER 11,300 REFERRALS FOR THE FISCAL YEAR ENDED, JUNE 2024. IN ADDITION, THE CENTRAL VIRGINIA SITE, WHICH IS HOUSED AT THE UNITED WAY OF CENTRAL VIRGINIA, IS RESPONSIBLE FOR MAINTAINING THE STATEWIDE 2-1-1 DATABASE. APPROXIMATELY, 18,000 PROGRAMS WERE UPDATED DURING THE YEAR. 1639585 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 1 17 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X X ORGANIZATION 4348468467 CORPORATE OFFICE LYNCHBURG VA 24501 PATRICK PROFFITT CHAIR 1.00 X X 0 0 0 MIKE DALY VICE CHAIR 1.00 X X 0 0 0 RANDALL FRANKLIN TREASURER 1.00 X X 0 0 0 SHANNON MEADOWS SECRETARY 1.00 X X 0 0 0 MIKE CONDREY FUND DISTRIBUTION CHAIR 1.00 X X 0 0 0 NAT MARSHALL CAMPAIGN CHAIR 2020 1.00 X X 0 0 0 JAN WALKER IMMEDIATE PAST CHAIR 1.00 X 0 0 0 SCOTT BRABRAND DIRECTOR 1.00 X 0 0 0 FRANCES BREAKFIELD DIRECTOR 1.00 X 0 0 0 MIKE CLARK DIRECTOR 1.00 X 0 0 0 JOHN CROS DIRECTOR 1.00 X 0 0 0 JOHN KRAKORA FUND DISTRIBUTION VICE CHA 1.00 X X 0 0 0 STEVE LAMANNA DIRECTOR 1.00 X 0 0 0 MICHELLE LEE DIRECTOR 1.00 X 0 0 0 ALLISON MORRISON-SHETLAR DIRECTOR 1.00 X 0 0 0 JASON TODD DIRECTOR 1.00 X 0 0 0 STUART F WHETSELL DIRECTOR 1.00 X 0 0 0 KIM SORENSEN PRESIDENT & CEO 40.00 X 115000 0 8850 115000 0 8850 1 0 0 0 0 596186 862766 18318 1458952 48422 48422 6125 0 6125 6125 6125 6025 3440 2585 2585 2585 274551 109073 165478 165478 MISCELLANEOUS 624100 14077 14077 14077 1695639 22787 0 213900 671104 671104 123849 78749 30356 14744 619884 496827 35092 87965 153129 118020 14000 21109 56723 43899 4991 7833 35050 12452 22598 5959 1287 885 3787 17475 11707 2097 3671 13204 10219 1162 1823 882 867 15 8156 8156 12680 9459 850 2371 PROGRAM MATERIALS 78303 72934 4009 1360 JANITOR SERVICE & BLDG 70828 34317 23518 12993 GRANT EXPENSE 29065 27902 291 872 MEMBERSHIP DUES 25439 25399 15 25 47168 24443 14618 8107 1968898 1639585 162638 166675 198 164 535207 144861 131421 134153 105624 12286 7847 773081 703922 66531 69159 756491 764553 794657 853394 2402415 1974131 226659 155157 54311 1144693 904398 1371352 1113866 X 5755 -31254 1025308 891519 1031063 860265 2402415 1974131 -273259 113253 -10792 0 X X 0 1 X 1 0 X 2185587 3010002 2879006 389851 1455952 9920398 2185587 3010002 2879006 389851 1455952 9920398 130670 9789728 57111 96957 52460 61563 11891 279982 300479 192010 252306 248329 177853 1170977 11371357 0.86090 0.91070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 1 0 407078 57988 20933 6544 437589 391009 43617 6434 407078 467371 -53008 391009 390846 99241 16598 6118 467371 395104 17220 15882 5596 390846 1.00000 1 0 33000 33000 585545 555968 29577 22206 22197 9 132330 125757 6573 69159 MUTUAL FUNDS 148894 F CORPORATE BONDS 366543 F CASH 169856 F HEDGE FUNDS 79260 F 764553 ENDOWMENT INVESTMENT 437589 PERPETUAL TRUSTS 415805 853394 DESIGNATIONS PAYABLE 204398 ALLOCATIONS PAYABLE 700000 904398 X 1829653 113253 31553 144806 1684847 10792 10792 1695639 2000451 31553 31553 1968898 0 1968898 PART V, LINE 4: INCOME FROM ENDOWMENT FUNDS ARE USED TO OFFSET FUNDRAISING AND OPERATING COSTS. PART X, LINE 2: THE FINANCIAL ACCOUNTING STANDARDS BOARD ISSUED ASC 740-10, FORMERLY FASB INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH PRESCRIBED A COMPREHENSIVE MODEL FOR HOW AN ORGANIZATION SHOULD MEASURE, RECOGNIZE, PRESENT, AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT AN ORGANIZATION HAS TAKEN OR EXPECT TO TAKE ON A TAX RETURN. THE ORGANIZATION HAS ADOPTED ASC 740-10. THE ORGANIZATION HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE ORGANIZATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE AFFECT ON THE ORGANIZATION'S FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2024 AND 2023. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2021 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN NET VALUE OF PERPETUAL TRUSTS DONOR DESIGNATIONS INCLUDED IN GRANT EXPENSE CHANGE IN NET VALUE OF ENDOWMENT FUND SPECIAL PROJECTS FUNDRAISING CHANGE IN INVESTMENT (DAVENPORT) PART XII, LINE 2D - OTHER ADJUSTMENTS: DONOR DESIGNATIONS INCLUDED IN GRANT EXPENSE SPECIAL PROJECTS FUNDRAISING X X X X X X X 0 VA 5K RACE 36073 36073 22571 WILLIAMS GOLF TOURNAMENT 175791 175791 17796 7 62686 62686 70407 274550 274550 110774 110774 163776 1 ALTAVISTACAMPBELL COUNTY HABITAT FOR HUMANITY INC PO BOX 232 ALTAVISTA VA 24517 541793590 501(C)(3) 17371 0 HOUSING, DESIGNATED GIFTS AMERICAN RED CROSS BLUE RIDGE CHAPTER 3700 CANDLERS MOUNTAIN ROAD SUITE 7 LYNCHBURG VA 24502 540505993 501(C)(3) 40874 0 EMERGENCY AND DISASTER SERVICES, BLOOD SERVICES, DESIGNATED GIFTS BEDFORD AREA FAMILY YMCA PO BOX 1026 BEDFORD VA 24523 541140513 501(C)(3) 20246 0 PRESCHOOL, CHILDCARE, DESIGNATED GIFTS BEDFORD CHRISTIAN MINISTRIES ASSOCIATION INC 217 WEST WASHINGTON STREET BEDFORD VA 24523 521414405 501(C)(3) 6515 0 HOUSING, UTILITY, AND PHARMACY ASSISTANCE, DESIGNATED GIFTS BETHUNE NURSERY SCHOOL INC 2249 HALIFAX STREET LYNCHBURG VA 24501 540541800 501(C)(3) 91799 0 CHILD CARE FOR LOW INCOME FAMILIES, DESIGNATED GIFTS BIG BROTHERS BIG SISTERS OF CENTRAL VIRGINIA 2901 LANGHORNE ROAD LYNCHBURG VA 24501 540908680 501(C)(3) 29832 0 MENTORING OF DISADVANTAGED YOUTH, DESIGNATED GIFTS CASA OF CENTRAL VIRGINIA INC PO BOX 11373 LYNCHBURG VA 24506 541695593 501(C)(3) 44614 0 ADVOCACY FOR ABUSED AND NEGLECTED CHILDREN, DESIGNATED GIFTS CENTRAL VIRGINIA ALLIANCE FOR COMMUNITY LIVING P O BOX 1390 LYNCHBURG VA 24505 510189604 501(C)(3) 86837 0 IN-HOME CARE, TRANSPORATION, AND MEALS FOR SENIORS, DESIGNATED GIFTS FREE CLINIC OF CENTRAL VIRGINIA INC 1016 MAIN STREET LYNCHBURG VA 24504 541420756 501(C)(3) 57055 0 PHARMACY, MEDICAL, DENTAL CARE TO UN- AND UNDER-INSURED, DESIGNATED GIFTS HUMANKIND (FAMILY ALLIANCE) 2600 MEMORIAL AVE SUITE APT 201 LYNCHBURG VA 24501 540346118 501(C)(3) 28707 0 FAMILY AND MENTAL HEALTH COUNSELING AND SERVICES, YOUTH DEVELOPMENT, TRANSPORTATION, ABUSE PREVENTION, DESIGNATED GIFTS JUBILEE FAMILY DEVELOPMENT CENTER 1512 FLORIDA AVENUE LYNCHBURG VA 24501 541881948 501(C)(3) 12771 0 PROMOTES PERSONAL, SOCIAL, AND SPIRITUAL GROWTH AND STABILITY OF FAMILIES LAKE CHRISTIAN MINISTRIES PO BOX 695 MONETA VA 24121 542034650 501(C)(3) 5663 0 DESIGNATED GIFTS LYNCHBURG COMMUNITY ACTION GROUP INC 926 COMMERCE STREET LYNCHBURG VA 24504 540797340 501(C)(3) 40936 0 EARLY CHILDHOOD EDUCATION, HOUSING, EMPLOYMENT SERVICES AND TRAINING MEALS ON WHEELS OF THE GREATER LYNCHBURG AREA INC PO BOX 1388 LYNCHBURG VA 24505 237299875 501(C)(3) 11682 0 MEALS FOR HOMEBOUND, DESIGNATED GIFTS THE ARC OF CENTRAL VIRGINIA 1508 BEDFORD AVENUE LYNCHBURG VA 24504 237221570 501(C)(3) 42916 0 DAY AND SUMMER CAMP FOR THE DISABLED, DESIGNATED GIFTS THE SALVATION ARMY CORPS 2215 PARK AVENUE LYNCHBURG VA 24501 580660607 501(C)(3) 44719 0 EMERGENCY AND TRANSITION HOUSING, FAMILY AND YOUTH SERVICES, CHILD CARE, DESIGNATED GIFTS VIRGINIA LEGAL AID SOCIETY INC PO BOX 6200 LYNCHBURG VA 24505 510226448 501(C)(3) 34596 0 HOUSING PRESERVATION, DESIGNATED GIFTS YMCA OF CENTRAL VIRGINIA 801 WYNDHURST DRIVE LYNCHBURG VA 24502 540505924 501(C)(3) 29106 0 CHILD CARE AND OUTREACH TO DISADVANTAGED, DESIGNATED GIFTS YWCA OF CENTRAL VIRGINIA 626 CHURCH STREET LYNCHBURG VA 24504 540506490 501(C)(3) 101454 0 LOW-RENT AND TRANSITIONAL HOUSING, DOMESTIC VIOLENCE PREVENTION, YOUTH DEVELOPMENT PART I, LINE 2: UWCV STAFF, AND VOLUNTEERS MONITOR PROGRAM OUTCOMES, FINANCIAL STABILITY AND USE OF FUNDS AT LEAST ANNUALLY. DESIGNATED GIFTS FROM DONORS ARE NOT REVIEWED. ALL RECEIVING AGENCIES ARE MONITORED FOR TAX EXEMPT STATUS AND COMPLIANCE WITH PATRIOT ACT. 27 AGENCIES RECEIVED $18,509 IN GRANTS LESS THAN $5,000. X 228 18318 FMV 0 0 1 PART I, LINE 32B: THE ORGANIZATION HAS TWO BROKERAGE ACCOUNTS THROUGH WHICH SECURITIES ARE SOLD FOR A COMMISSION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE AUDIT COMMITTEE AND PRESENTED TO THE FULL BOARD FOR ACCEPTANCE. FORM 990, PART VI, SECTION B, LINE 12C STAFF ARE NOT ALLOWED TO HAVE CONFLICTS WITH AGENCIES OR OTHER ENTITIES. BOARD MEMBERS MUST CERTIFY ANNUALLY THEIR UNDERSTANDING OF POLICY AND DETAIL ANY CONFLICTS. BOARD MEMBERS ARE TO ABSTAIN FROM ACTIONS THAT CREATE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMPENSATION COMMITTEE, WHICH REPORTS TO THE BOARD OF DIRECTORS, REVIEWS AND APPROVES COMPENSATION AND BENEFITS FOR ALL OFFICERS, COMPARING DATA FROM OTHER LOCAL UNITED WAYS OF SIMILAR SIZE AS WELL AS OTHER LOCAL, REGIONAL, AND NATIONAL DATA FOR SIMILAR POSITIONS. THIS REVIEW OCCURS AT LEAST ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. PART XI, LINE 2C EXPLANATION: PROCESS HAS NOT CHANGED FROM PRIOR YEAR.