2025-06-02T09:27:34-05:00 2024-06-30 540504608 BROWN EDWARDS & COMPANY LLP 636 SHELBY STREET 4TH FLOOR BRISTOL TN 37620 990 2023-07-01 540739250 UNITED WAY OF SOUTHWEST VIRGINIA INC UNIT 2765250122 PO BOX 644 ABINGDON VA 24212 MEGAN PARKS EXECUTIVE DIRECTOR 2765250122 2025-05-28 1 0 X JARED D BROWN CPA P00815512 4237975564 2025-05-28 2023 2025-03-06 01:10:19Z X X MEGAN PARKS PO BOX 644 ABINGDON VA 24212 1285321 0 X WWW.UNITEDWAYSWVA.ORG X 1963 VA UNITED WAY OF SOUTHWEST VIRGINIA FIGHTS FOR THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN SOUTHWEST VIRGINIA BECAUSE THEY ARE THE BUILDING BLOCKS FOR A GOOD QUALITY OF LIFE. 20 20 3 500 0 0 313066 1233876 0 0 726 11328 2926 19750 316718 1264954 0 304920 0 0 174433 136398 0 0 44251 135712 180934 310145 622252 6573 642702 452604 901614 305038 175124 147566 726490 UNITED WAY OF SOUTHWEST VIRGINIA FIGHTS FOR THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN SOUTHWEST VIRGINIA BECAUSE THEY ARE THE BUILDING BLOCKS FOR A GOOD QUALITY OF LIFE. 0 0 521247 304920 COMMUNITY INVESTMENT BY PROVIDING A COMMUNITY-WIDE CHARITABLE CAMPAIGN TO SUPPORT THE LOCAL COMMUNITY AND FOCUSING INVESTMENT EFFORTS IN THE FOLLOWING IMPACT AREAS:A. CHILD AND YOUTH OPPORTUNITYB. HEALTHC. FINANCIAL STABILITYD. COMMUNITY RESILIENCE 521247 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 1 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X MEGAN PARKS 2766282160 300 TOWN CENTRE DRIVE ABINGDON VA 24210 STACEY ELY DIRECTOR 1.00 X 0 0 0 BRENDAN MCSHEEHY DIRECTOR- CHAIR 1.00 X X 0 0 0 KRISTEN WESTOVER DIRECTOR- VICE CHAIR 1.00 X X 0 0 0 ALAN JONES JR DIRECTOR- TREASURER 1.00 X X 0 0 0 CHUCK SLEMP DIRECTOR 1.00 X 0 0 0 LUCY HOCHSTEIN DIRECTOR 1.00 X 0 0 0 RICK NUNLEY DIRECTOR 1.00 X 0 0 0 TODD ASBURY DIRECTOR 1.00 X 0 0 0 CAMERON BELL DIRECTOR- SECRETARY 1.00 X X 0 0 0 HASKEL BLEDSOE DIRECTOR 1.00 X 0 0 0 KALEN HUNTER DIRECTOR 1.00 X 0 0 0 ANDRE RICHMOND DIRECTOR 1.00 X 0 0 0 AJ ROBINSON DIRECTOR 1.00 X 0 0 0 PAULA DAWSON-DOWNS DIRECTOR 1.00 X 0 0 0 DONNA HENRY DIRECTOR 1.00 X 0 0 0 DENNIS CARTER DIRECTOR 1.00 X 0 0 0 JONATHAN SWEET DIRECTOR 1.00 X 0 0 0 WHITNEY CZELUSNIAK DIRECTOR 1.00 X 0 0 0 CHAD WHITTINGTON DIRECTOR 1.00 X 0 0 0 HEATHER NICHOLSON DIRECTOR 1.00 X 0 0 0 MEGAN PARKS STARTED 61724 EXECUTIVE DIRECTOR 40.00 X 0 0 0 TRAVIS STATON 010124-061624 ACTING EXECUTIVE DIRECTOR 10.00 40.00 X 0 141479 0 0 141479 0 0 0 0 0 0 1187052 41847 4977 4977 1233876 11582 11582 20113 20367 -254 -254 -254 0 41847 0 0 MISCELLANEOUS 900099 19750 19750 19750 1264954 19750 0 11328 304920 304920 110451 77315 16568 16568 1021 715 153 153 16645 11651 2497 2497 8281 5797 1242 1242 73593 51515 11039 11039 340 238 102 13695 9587 4108 3994 2796 599 599 11431 8001 1715 1715 17616 12332 2642 2642 19140 13398 2871 2871 6379 4465 957 957 11419 7993 1713 1713 8295 8295 5994 4196 899 899 1488 1042 223 223 DONATED IN-KIND EXPENSE 4978 3484 747 747 DUES, MEMBERSHIPS AND S 845 591 127 127 NEW HIRE EXPENSES 587 412 87 88 MISCELLANEOUS 559 391 84 84 581 408 86 87 622252 521247 56754 44251 290592 20571 482226 140391 375423 2260 23269 20469 0 2800 5742 1050 33163 452604 901614 4936 22169 300102 152955 305038 175124 X 147566 666790 59700 147566 726490 452604 901614 X 642702 -63778 X 0 1 X 1 0 X 526341 522561 391629 313066 1233876 2987473 526341 522561 391629 313066 1233876 2987473 328480 2658993 902 1317 669 726 11582 15196 18054 28810 33941 2018 19750 102573 3105242 0.85630 0.81420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23269 20469 2800 2800 CELEBRITY BAGGING 41847 41847 41847 41847 1 EO COMPANIES PO BOX 2034 ABINGDON VA 24210 540718860 501(C)(3) 250000 0 COMMUNITY IMPACT ACTIVITIES PART I, LINE 2: THE ONLY GRANTEE IS THE CURRENT YEAR WAS THE EO COMPANIES, WHICH IS A RELATED NON-PROFIT. THE TWO ORGANIZATIONS BOARD OF DIRECECTORS HAD COMMON CONTROL FOR THE CURRENT PERIOD SO THE USE OF FUNDS WAS MONITORED. FUTURE GRANT RECEIPIENTS WILL BE SUBJECT TO A WRITTEN CONTRACT THAT DESCRIBES THE SCOPE OF THE GRANT PROGRAM AND AGREED UPON RESPONSIBILITIES OF BOTH THE UNITED WAY OF SOUTHWEST VIRGINIA AND THE GRANTEE. FORM 990, PART VI, SECTION A, LINE 3 THE DAY TO DAY MANAGEMENT OF THE ORGANIZATION WAS PERFORMED BY THE EMPLOYEES OF THE EO COMPANIES DURING MOST OF THE CURRENT FISCAL YEAR. BOTH ORGANIZATIONS (THE UNITED WAY OF SWVA & EO) WERE SUPERVISED BY COMMONLY CONTROLED BOARDS. IN JUNE 2024, THE ORGANIZATION HIRED ITS OWN EXECUTIVE DIRECTOR WHO ASSUMED THE DAILY MANAGEMENT RESPONSIBILITIES. FORM 990, PART VI, SECTION A, LINE 4 ON JULY 1, 2023, THE UNITED WAY OF THE NEW RIVER VALLEY REORGANIZED BY CHANGING THE MAKEUP OF ITS BOARD OF DIRECTORS AND ITS GOVERNING DOCUMENTS TO REALIGN ITSELF WITH THE UNITED WAY OF SOUTHWEST VIRGINIA. THE MAKEUP OF THE BOARD OF DIRECTORS AND GOVERNING DOCUMENTS WERE BASICALLY THE SAME FOR BOTH ORGANIZATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE BOARD REVIEWS THE TAX RETURN BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, STAFF MEMBERS, VOLUNTEERS OR REPRESENTATIVES SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY AND DISCLOSE ANY POTENTIAL CONFLICT OF INTERESTS SUCH AS FINANCIAL RELATIONSHIP, AGENCY BOARD MEMBER, ETC. THE SIGNED DOCUMENT WILL BE MAINTAINED IN THE INDIVIDUAL'S EO FILE. ANY POSSIBLE CONFLICT OF INTEREST ON THE PART OF A BOARD MEMBER, STAFF, VOLUNTEER OR REPRESENATIVE SHALL BE DISCLOSED TO THE CHIEF EXECUTIVE OFFICER OR BOARD LEADERSHIP WHO WILL TAKE THE MATTER TO THE EXECUTIVE COMMITTEE OR FULL BOARD. BOTH THE MINUTES OF THE EXECUTIVE COMMITTEE AND THE BOARD SHALL REFLECT SUCH DISCLOSURE. ANY BOARD MEMBER, STAFF MEMBER, VOLUNTEER OR REPRESENATIVE HAVING SUCH A POSSIBLE CONFLICT OF INTEREST SHALL NOT ACT, MAKE RECOMMENDATIONS OR USE HIS OR HER INFLUENCE ON THE MATTER IN QUESTION. THE FOREGOING SHALL NOT BE CONSTRUED TO PREVENT A BOARD MEMBER, STAFF MEMBER, VOLUNTEER, OR REPRESENATIVE FROM BRIEFLY STATING HIS OR HER POSITION ON THE MATTER OR FROM ANSWERING PERTINENT QUESTIONS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR AND ALL OTHER OFFICER AND KEY EMPLOYEE SALARIES ARE DETERMINED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: UNCOLLECTABLE PRIOR YEAR PLEDGES -63,778. EO COMPANIES PO BOX 2034 ABINGDON VA 24212 540718860 CHILDCARE AND WORKFORCE INNOVATION VA 501(C)(3) LINE 7 N/A 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 EO COMPANIES B 250000 CASH GRANT EO COMPANIES M 1233876 CONT. RECD UNDER MANAGEMENT OF EO