2013-10-04T09:10:54-05:00 2012-12-31 540737372 PBMARES LLP 4801 COURTHOUSE ST SUITE 200 WILLIAMSBURG VA 23188 990 2012-01-01 540844073 UNITED FUND OF WILLIAMSBURG & JAMES CITY COUNTY VIRGINIA INC UNIT 7572532264 5400 DISCOVERY PARK BLVD NO 104 WILLIAMSBURG VA 23188 SHARON GIBLSON-ELLIS 7572532264 2013-09-25 1 RICHARD G SMITH P00182660 7572297180 2013-09-25 X 2012 2016-02-24 21:20:13Z UNITED WAY OF GREATER WILLIAMSBURG SHARON GIBSON-ELLIS 5400 DISCOVERY PARK BLVD NO 104 WILLIAMSBURG VA 23188 1707941 0 X WWW.UWGW.ORG X 1972 VA TO SERVE AS A CENTRAL AGENCY TO CONSOLIDATE FUNDRAISING CAMPAIGNS ,COLLECTION OF MONIES, AND REMITTANCES FOR LOCAL PARTICIPATING CHARITABLE ORGANIZATIONS. 22 22 19 709 0 0 1692792 1679285 0 0 2490 3636 14828 25020 1710110 1707941 940575 1021314 0 0 411127 460541 0 0 203869 351944 293533 1703646 1775388 6464 -67447 1325234 1513732 400250 656195 924984 857537 X TO SERVE AS A CENTRAL AGENCY TO CONSOLIDATE FUNDRAISING CAMPAIGNS ,COLLECTION OF MONIES, AND REMITTANCES FOR LOCAL PARTICIPATING CHARITABLE ORGANIZATIONS. 0 0 964683 964683 SUPPORT OF LOCAL NONPROFIT AGENCIES OFFERING HEALTH AND HUMAN CARE PROGRAMS. 192070 PROVIDE A CENTRALIZED COMMUNITY RESOURCE CENTER TO LINK PEOPLE IN NEED OF HELP WITH COMMUNITY RESOURCES. 56631 56631 REFERRAL PROGRAM - ASSISTING FAMILIES IN NEED WITH EMERGENCY SHELTER, UTILITIES, MEDICAL, TRANSPORTATION, FOOD, AND HOUSING. 247694 PARTNERSHIP WITH SISTERS OF THE FRANCISCAN BRETHREN TO OPERATE A WELCOME HOME GUEST HOUSE FOR EX-CONVICTS RE-ENTERING SOCIETY, HOUSING COLLABORATIVE WITH LOCAL GOVERNMENTS, IN-TANDEM WHICH IS A PARTNERSHIP WITH WILLIAMSBURG COMMUNITY HEALTH FOUNDATION TO COACH AND MENTOR NON-PROFIT ORGANIZATIONS IN THE WILLIAMSBURG COMMUNITY, AND CHX4CHANGE WHICH IS A WOMEN'S LEADERSHIP INITIATIVE. 247694 1461078 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 1 0 19 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X JAMES COOLEY-CHIEF OPERATING OFFICER 7572532264 5400 DISCOVERY PARK BLVD NO 104 WILLIAMSBURG VA 23188 MARSHALL WARNER 1.00 0.00 X X 0 0 0 BOB MANDALA 1.00 0.00 X X 0 0 0 CHRISTINA SHELTON 1.00 0.00 X X 0 0 0 ELAINE MCBETH 1.00 0.00 X X 0 0 0 JAKE LIEBLER 1.00 0.00 X X 0 0 0 JIM ARCHER 1.00 0.00 X X 0 0 0 KIM VAN SICKEL 1.00 0.00 X X 0 0 0 LEONARD SLEDGE 1.00 0.00 X X 0 0 0 MARK DUNCAN 1.00 0.00 X X 0 0 0 SCOTT RICHARDSON 1.00 0.00 X X 0 0 0 LAURIE BLANTON-COLEMAN 1.00 0.00 X 0 0 0 MIKE BRUNO 1.00 0.00 X 0 0 0 AARON BUTLER 1.00 0.00 X 0 0 0 PAM FRAZIER 1.00 0.00 X 0 0 0 KATHY HOWELL 1.00 0.00 X 0 0 0 STEVE MCCARY 1.00 0.00 X 0 0 0 CHAZ MCGUIRK 1.00 0.00 X 0 0 0 KERRY MELLETTE 1.00 0.00 X 0 0 0 GENEVIEVE OWENS 1.00 0.00 X 0 0 0 DOUG POWELL 1.00 0.00 X 0 0 0 ROSS RICHARDSON 1.00 0.00 X 0 0 0 ANDREW ROEHRLE 1.00 0.00 X 0 0 0 SHARON GIBSON-ELLIS 40.00 0.00 X 78600 0 14458 JAMES COOLEY 40.00 0.00 X 52321 0 15944 130921 0 30402 0 0 0 0 0 49511 25500 1604274 28231 1679285 3636 3636 REIMBURSED EXPENSES 900099 15679 15679 MISCELLANEOUS 900099 9341 9341 25020 1707941 25020 0 3636 964683 964683 56631 56631 160783 81462 30323 48998 236414 119782 44587 72045 6897 3494 1301 2102 27741 14055 5232 8454 28706 14544 5414 8748 15200 9272 2280 3648 26727 15475 515 10737 16231 926 1339 13966 36804 23037 7110 6657 49366 36215 6217 6934 3449 1486 929 1034 2165 616 -447 1996 11753 7169 1763 2821 3441 2102 531 808 PROVISION FOR PLEDGE LO 95875 95875 RECRUITMENT AND RETENIO 15558 3869 779 10910 UNITED WAY DUES 14600 8906 2190 3504 DUES AND SUBSCRIPTIONS 2364 1479 378 507 1775388 1461078 110441 203869 835473 901959 438968 532231 11547 14683 90798 34857 39246 55941 8918 1325234 1513732 392250 643446 8000 12749 400250 656195 X 327788 315178 597196 542359 924984 857537 1325234 1513732 -67447 0 X X 0 1 X 1 0 X 1705908 1764778 1405118 1692792 1679285 8247881 1705908 1764778 1405118 1692792 1679285 8247881 457538 7790343 26155 16719 14011 4396 3636 64917 34212 11160 9174 9450 25020 89016 8401814 0.92720 0.94220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90798 34857 55941 55941 X 1613995 1929 1929 1612066 95875 95875 1707941 1681442 1929 1929 1679513 95875 95875 1775388 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION IS NOT AWARE OF ANY UNCERTAIN POSITIONS, AND HAS NOT ACCRUED THE EFFECT OF ANY UNCERTAIN TAX POSITIONS. FISCAL YEARS ENDING ON OR AFTER DECEMBER 31, 2009, REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. THE ORGANIZATION'S POLICY IS TO CLASSIFY INCOME TAX RELATED INTEREST AND PENALTIES, IF ANY, IN INTEREST EXPENSE AND PENALTIES EXPENSE, RESPECTIVELY. PART XI, LINE 4B - OTHER ADJUSTMENTS: ALLOWANCE FOR UNCOLLECTED PLEDGES 95,875. PART XII, LINE 4B - OTHER ADJUSTMENTS: ALLOWANCE FOR UNCOLLECTED PLEDGES 95,875. 1 AMERICAN RED CROSS - WILLIAMSBURG 1317 JAMESTOWN ROAD WILLIAMSBURG VA 23185 530196605 501 (C)(3) 22764 MEMBER AGENCY - ALLOCATION AND DESIGNATION ARC OF GREATER WILLIAMSBURG 202D PACKETS COURT WILLIAMSBURG VA 23185 541054921 501 (C)(3) 46873 MEMBER AGENCY - ALLOCATION AND DESIGNATION AVALON PO BOX 6805 WILLIAMSBURG VA 23188 521208945 501 (C)(3) 32551 MEMBER AGENCY - ALLOCATION AND DESIGNATION BACON STREET 247 MCLAWS CIRCLE WILLIAMSBURG VA 23185 540891035 501 (C)(3) 56999 MEMBER AGENCY - ALLOCATION AND DESIGNATION BIG BROTHERS BIG SISTERS 3364 MCLAWS CIRCLE SUITE 2 WILLIAMSBURG VA 23185 541153403 501 (C)(3) 61129 MEMBER AGENCY - ALLOCATION AND DESIGNATION BOY SCOUTS OF AMERICA-COLONIAL VA COUNCIL 11721 JEFFERSON AVE NEWPORT NEWS VA 23606 540505994 501 (C)(3) 15509 MEMBER AGENCY - ALLOCATION AND DESIGNATION CATHOLIC CHARITIES OF EASTERN VA INC 5361-A VIRGINIA BEACH BOULEVARD VIRGINIA BEACH VA 23462 540505879 501 (C)(3) 12522 MEMBER AGENCY - ALLOCATION AND DESIGNATION CHILD & FAMILY CONNECTION 2021 CUNNINGHAM DRIVE STE 400 HAMPTON VA 23666 540505893 501 (C)(3) 35569 MEMBER AGENCY - ALLOCATION AND DESIGNATION CHILD DEVELOPMENT RESOURCES PO BOX 280 NORGE VA 23127 540791991 501 (C)(3) 75789 MEMBER AGENCY - ALLOCATION AND DESIGNATION CHILDREN'S HOME SOCIETY 4200 FITZHUGH AVE RICHMOND VA 23230 540505884 501 (C)(3) 9500 MEMBER AGENCY - ALLOCATION AND DESIGNATION COLONIAL CASA-COURT APPOINTED SPECIAL ADV 1311 JAMESTOWN ROAD SUITE 201 WILLIAMSBURG VA 23185 541751706 501 (C)(3) 12618 MEMBER AGENCY - ALLOCATION AND DESIGNATION GIRL SCOUTS OF COLONIAL COAST 912 CEDAR ROAD CHESAPEAKE VA 23322 541158412 501 (C)(3) 15673 MEMBER AGENCY - ALLOCATION AND DESIGNATION HERITAGE HUMANE SOCIETY 430 WALLER MILL ROAD WILLIAMSBURG VA 23185 541641580 501 (C)(3) 5187 NON-MEMBER DESIGNATION AGENCY HISTORIC TRIANGLE SENIOR CENTER 5301 LONGHILL ROAD WILLIAMSBURG VA 23188 541804545 501 (C)(3) 11683 MEMBER AGENCY - ALLOCATION AND DESIGNATION HOSPICE HOUSE & SUPPORT CARE OF WMSBG AT HOSPICE HOUSE 4445 POWHATAN PARKWAY WILLIAMSBURG VA 23188 521289657 501 (C)(3) 53339 MEMBER AGENCY - ALLOCATION AND DESIGNATION HOUSING PARTNERSHIPS 115 PALACE LANE WILLIAMSBURG VA 23185 541352365 501 (C)(3) 60052 MEMBER AGENCY - ALLOCATION AND DESIGNATION LITERACY FOR LIFE AT THE RITA WELSH ADULT COLLEGE OF WILLIAM & MARY PO BOX 8795 WILLIAMSBURG VA 231878795 541085026 501 (C)(3) 37669 MEMBER AGENCY - ALLOCATION AND DESIGNATION PENINSULA AGENCY ON AGING 739 THIMBLE SHOALS BLVD SUITE 1006 NEWPORT NEWS VA 23606 510151069 501 (C)(3) 14149 MEMBER AGENCY - ALLOCATION AND DESIGNATION SALVATION ARMY 151 KRISTIANSAND DRIVE SUITE 109 WILLIAMSBURG VA 23188 580660607 501 (C)(3) 30676 MEMBER AGENCY - ALLOCATION AND DESIGNATION THE RF WILKINSON FAMILY YMCA 301 SENTARA CIR WILLIAMSBURG VA 23188 540524905 501 (C)(3) 6290 MEMBER AGENCY - ALLOCATION AND DESIGNATION WILLIAMSBURG AREA FAITH IN ACTION 354 MCLAWS CIRCLE SUITE 2 WILLIAMSBURG VA 23185 311812124 501 (C)(3) 10228 MEMBER AGENCY - ALLOCATION AND DESIGNATION WILLIAMSBURG MEALS ON WHEELS PO BOX 709 WILLIAMSBURG VA 23187 540952118 501 (C)(3) 22194 MEMBER AGENCY - ALLOCATION AND DESIGNATION 22 EMERGENCY SHELTER 142 18764 UTILITY ASSISTANCE 119 24418 PRESCRIPTION AND MEDICAL ASSISTANCE 39 2143 GAS, TRANSPORTATION ASSISTANCE 96 2732 FOOD ASSISTANCE 29 1187 CHRISTMAS ASSISTANCE 3 1068 REENTRY HOUSE 37 1723 FOODSTUFFS, CLOTHING AND FURNITURE 500 4596 FMV AND THRIFT STORE VALUE FOODSTUFFS, CLOTHING AND FURNITURE PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: AN APPLICATION PROCESS THAT INCLUDES EXPLANATION OF THE PROPOSED USE AND RESULTS FROM USE OF THE FUNDING, FINANCIAL REVIEW OF THE ORGANIZATION TO GAIN A LEVEL OF ASSURANCE THAT THE ORGANIZATION FOLLOWS SOUND FISCAL POLICIES, VERIFICATION OF COMPLIANCE WITH THE PROVISIONS OF THE PATRIOT ACT AND VERIFICATION OF CURRENT STATUS AS AN IRS CODE SECTION 501(C)(3) NONPROFIT ORGANIZATION. THE ORGANIZATIONS ARE ALSO REQUIRED TO PROVIDE THE ORGANIZATION WITH QUARTERLY PROGRESS REPORTS THAT SHOW HOW THE FUNDING HAS BEEN UTILIZED TO DATE AND THE RESULTS ACHIEVED AGAINST MISSION AS A RESULT AND A FINAL REPORT AT YEAR END THAT VERIFIES THAT ALL FUNDING HAS BEEN USED FOR THE PURPOSES INTENDED AND WHAT RESULTS WERE COMPARED TO THE PROPOSED RESULTS FROM THE ORIGINAL APPLICATION. DONOR DESIGNATED FUNDS ARE MONITORED THROUGH SCREENING TO DETERMINE THAT THE ORGANIZATION IS IN COMPLIANCE WITH THE PROVISIONS OF THE PATRIOT ACT AND HAVE A CURRENT STATUS AS AN IRS CODE SECTION 501(C)(3) NONPROFIT ORGANIZATION. X 7835 FMV ON GIFT DATE X BURIAL PLOTS 1 8918 FMV ON GIFT DATE X VIDEO PRODUCTION FOR DAY OF CARING 1 1500 FMV ON GIFT DATE X COMPUTERS AND SOFTWARE 9 9978 FMV ON GIFT DATE 0 1 0 FORM 990, PART V, LINE 7 G AND H THE ORGANIZATION DID NOT RECEIVE ANY QUALIFIED INTELLECTUAL PROPERTY OR CARS, BOATS, AIRPLANES OR OTHER VEHICLES DURING 2012. FORM 990, PART VI, SECTION A, LINE 4 BYLAWS WERE AMENDED IN JUNE 2012 TO REFLECT A STREAMLINED AND ENHANCED COMMITTEE STRUCTURE. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT COPY OF THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE GOVERNANCE COMMITTEE (WHICH INCLUDES SEVERAL FINANCIAL EXPERTS) AT A SCHEDULED GOVERNANCE COMMITTEE MEETING. THE GOVERNANCE COMMITTEE ASKS QUESTIONS AND PROVIDES REVISIONS TO THE FORM 990. IF APPROVED BY THE GOVERNANCE COMMITTEE, A RECOMMENDATION IS MADE BY THE GOVERNANCE COMMITTEE FOR THE BOARD TO REVIEW THE FORM 990 AND, ULTIMATELY, THE FULL BOARD WILL APPROVE THE FORM 990 AND THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BOARD HAS TWO ETHICS OFFICERS WHO REVIEW THE CONFLICT OF INTEREST POLICY, PROVIDE QUESTIONNAIRES FOR THE BOARD MEMBERS TO REPORT CONFLICTS OF INTEREST, AND REPORT ON ANY FINDINGS OF CONFLICTS OF INTERESTS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S HUMAN RESOURCES COMMITTEE REVIEWS AND APPROVES THE COMPENSATION OF THE OFFICERS AND STAFF. THE COMPENSATION PACKAGES ARE COMPARED TO OTHER UNITED WAY ORGANIZATIONS AND COST OF LIVING FOR THE AREA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC FOR REVIEW UPON REQUEST. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESS SINCE LAST YEAR, EXCEPT THE FORMER AUDIT AND HUMAN RESOURCES COMMITTEES WERE COMBINED INTO A GOVERNANCE COMMITTEE FORMED UNDER THE ORGANIZATION'S BYLAWS, AS AMENDED.