UNITED FUND OF GREATER WILLIAMSBURG: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNITED FUND OF GREATER WILLIAMSBURG (EIN 54-0844073)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-06
- IRS object ID
- 201202509349300325
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-06T15:17:51-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560747981 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 TOWN CENTER DRIVE SUITE 700 | AddressLine1 |
| City | NEWPORT NEWS | City |
| State | VA | State |
| ZIP Code | 236064295 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540844073 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED FUND OF WILLIAMSBURG & JAMES CITY | BusinessNameLine1 |
| Business Name Line2 | COUNTY VIRGINIA INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 7572532264 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 DISCOVERY PARK BLVD NO 104 | AddressLine1 |
| City | WILLIAMSBURG | City |
| State | VA | State |
| ZIP Code | 23188 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHARON GIBSON-ELLIS | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 7572532264 | Phone |
| Date Signed | 2012-09-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES M HAGGARD | Name |
| PTIN | P00100566 | PTIN |
| Phone | 7578731033 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | SHARON GIBSON-ELLIS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 DISCOVERY PARK BLVD NO 104 | AddressLine1 |
| City | WILLIAMSBURG | City |
| State | VA | State |
| ZIP Code | 23188 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1712016 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UWGW.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1972 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | IMPACT PURPOSE - TO CONTINUOUSLY IMPROVE THE QUALITY OF LIFE IN THE GREATER WILLIAMSBURG, JAMES CITY COUNTY AND BRUTON DISTRICT OF YORK COUNTY BY IDENTIFYING THE CRITICAL ISSUES AND FOCUSING COMMUNITY RESOURCES TO ACHIEVE POSITIVE, MEASURABLE RESULTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 17 | TotalNbrEmployees |
| Total Nbr Volunteers | 736 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1405118 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1692792 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 13996 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2490 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 9192 | OtherRevenuePriorYear |
| Other Revenue Current Year | 14828 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1428306 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1710110 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 882675 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 940575 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 380583 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 411127 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 182040 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 279962 | OtherExpensePriorYear |
| Other Expenses Current Year | 351944 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1543220 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1703646 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -114914 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 6464 | RevenuesLessExpensesCY |
| Total Assets BOY | 1532854 | TotalAssetsBOY |
| Total Assets EOY | 1325234 | TotalAssetsEOY |
| Total Liabilities BOY | 614334 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 400250 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 918520 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 924984 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO IMPROVE THE PEOPLE'S LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1359891 | Expense |
| Grants | 940575 | Grants |
| Revenue | 14828 | Revenue |
| Description | SUPPORT OF LOCAL NONPROFIT AGENCIES OFFERING HEALTH AND HUMAN CARE PROGRAMS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 62398 | Expense |
| Description | PROVIDE A CENTRALIZED INFORMATION AND REFERRAL SYSTEM TO LINK PEOPLE IN NEED OF HELP WITH COMMUNITY RESOURCES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1422289 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 17 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES COOLEY CHIEF OPERATING OFFICER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7572532264 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 DISCOVERY PARK BLVD SUITE 104 | AddressLine1 |
| City | WILLIAMSBURG | City |
| State | VA | State |
| ZIP Code | 23188 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| MARSHALL WARNER | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| CHRISTINA SHELTON | ||||||
| SECRETARY / ETHICS OFFICER | 1.00 | X | X | 0 | 0 | 0 |
| JIM ARCHER | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| MIKE BRUNO | ||||||
| COMMUNITY IMPACT CO-CHAIR | 1.00 | X | 0 | 0 | 0 | |
| ELAINE MCBETH | ||||||
| COMMUNITY IMPACT CO-CHAIR | 1.00 | X | 0 | 0 | 0 | |
| JAKE LEIBLER | ||||||
| FINANCE CHAIR | 1.00 | X | 0 | 0 | 0 | |
| KIM VAN SICKEL | ||||||
| MARKETING CHAIR | 1.00 | X | 0 | 0 | 0 | |
| LAURIE BLANTON-COLEMAN | ||||||
| HUMAN RESOURCES CHAIR | 1.00 | X | 0 | 0 | 0 | |
| DOUG POWELL | ||||||
| INFORMATION & REFERRAL CO- | 1.00 | X | 0 | 0 | 0 | |
| BOB GRAVES | ||||||
| FORMER PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| DR PHILLIP LITTLETON | ||||||
| ETHICS OFFICER | 1.00 | X | X | 0 | 0 | 0 |
| JODI MILLER | ||||||
| PLANS / PROGRAMS CHAIR | 1.00 | X | 0 | 0 | 0 | |
| CHAZ MCGUIRK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| AARON BUTLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARK DUNCAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PAM FRAZIER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LEONARD SLEDGE | ||||||
| CAMPAIGN CHAIR | 1.00 | X | 0 | 0 | 0 | |
| KERRY MELLETTE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT MIDDAUGH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SCOTT RICHARDSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KATHY HOWELL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SHARRON E CORNELIUS | ||||||
| FORMER EXECUTIVE DIRECTOR | 35.00 | X | 30936 | 0 | 5401 | |
| KATHY NHUNG VO | ||||||
| FORMER CONTROLLER | 35.00 | X | 9225 | 0 | 519 | |
| SHARON GIBSON-ELLIS | ||||||
| EXECUTIVE DIRECTOR | 35.00 | X | 54000 | 0 | 10221 | |
| JAMES COOLEY | ||||||
| CHIEF OPERATING OFFICER | 35.00 | X | 41833 | 0 | 9536 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 135994 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 25677 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 25400 | GovernmentGrants |
| All Other Contributions | 1667392 | AllOtherContributions |
| Noncash Contributions | 20082 | NoncashContributions |
| Total Contributions | 1692792 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4396 | TotalRevenueColumn |
| Exclusion | $4,396 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 1906 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -1906 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1906 | TotalRevenueColumn |
| Exclusion | -$1,906 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MISCELLANEOUS | 900099 | 9450 | 9450 |
| REIMBURSED EXPENSES | 900099 | 5378 | 5378 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 14828 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1710110 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14828 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,490 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 940575 | Total |
| Program Services | 940575 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161671 | Total |
| Program Services | 68614 | ProgramServices |
| Management And General | 64862 | ManagementAndGeneral |
| Fundraising | 28195 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 191416 | Total |
| Program Services | 115041 | ProgramServices |
| Fundraising | 76375 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15157 | Total |
| Program Services | 10337 | ProgramServices |
| Fundraising | 4820 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17291 | Total |
| Program Services | 12681 | ProgramServices |
| Fundraising | 4610 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25592 | Total |
| Program Services | 14902 | ProgramServices |
| Management And General | 3564 | ManagementAndGeneral |
| Fundraising | 7126 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14754 | Total |
| Program Services | 8937 | ProgramServices |
| Management And General | 2198 | ManagementAndGeneral |
| Fundraising | 3619 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19590 | Total |
| Program Services | 3083 | ProgramServices |
| Management And General | 7914 | ManagementAndGeneral |
| Fundraising | 8593 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5730 | Total |
| Program Services | 2478 | ProgramServices |
| Management And General | 655 | ManagementAndGeneral |
| Fundraising | 2597 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50517 | Total |
| Program Services | 20931 | ProgramServices |
| Management And General | 6352 | ManagementAndGeneral |
| Fundraising | 23234 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33984 | Total |
| Program Services | 20702 | ProgramServices |
| Management And General | 5126 | ManagementAndGeneral |
| Fundraising | 8156 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4555 | Total |
| Program Services | 1504 | ProgramServices |
| Management And General | 365 | ManagementAndGeneral |
| Fundraising | 2686 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2197 | Total |
| Program Services | 856 | ProgramServices |
| Management And General | 983 | ManagementAndGeneral |
| Fundraising | 358 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14649 | Total |
| Program Services | 8936 | ProgramServices |
| Management And General | 2197 | ManagementAndGeneral |
| Fundraising | 3516 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5942 | Total |
| Program Services | 3624 | ProgramServices |
| Management And General | 891 | ManagementAndGeneral |
| Fundraising | 1427 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2749 | Total |
| Program Services | 1670 | ProgramServices |
| Management And General | 419 | ManagementAndGeneral |
| Fundraising | 660 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROV FOR PLEDGE LOSSES | 108385 | 108385 | 0 | 0 |
| INFORMATION REFERRAL PA | 62398 | 62398 | 0 | 0 |
| RECRUITMENT AND RETENTI | 23316 | 14223 | 3497 | 5596 |
| DUES & SUBSCRIPTIONS | 1488 | 986 | 193 | 309 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1690 | Total |
| Program Services | 1426 | ProgramServices |
| Management And General | 101 | ManagementAndGeneral |
| Fundraising | 163 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1703646 | Total |
| Program Services | 1422289 | ProgramServices |
| Management And General | 99317 | ManagementAndGeneral |
| Fundraising | 182040 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1125952 | BOY |
| EOY | 835473 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 381509 | BOY |
| EOY | 438968 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12040 | BOY |
| EOY | 11547 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 67062 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 27816 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13353 | BOY |
| EOY | 39246 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1532854 | BOY |
| EOY | 1325234 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 611184 | BOY |
| EOY | 392250 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3150 | BOY |
| EOY | 8000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 614334 | BOY |
| EOY | 400250 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 332985 | BOY |
| EOY | 327788 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 585535 | BOY |
| EOY | 597196 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 918520 | BOY |
| EOY | 924984 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1532854 | BOY |
| EOY | 1325234 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 6464 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1481668 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1705908 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1764778 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1405118 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1692792 | CurrentTaxYear |
| Total | 8050264 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1481668 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1705908 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1764778 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1405118 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1692792 | CurrentTaxYear |
| Total | 8050264 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 280573 | AmountsSubstContributorsTotal |
| Public Support Total170 | 7769691 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 43316 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26155 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16719 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14011 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4396 | CurrentTaxYear |
| Total | 104597 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21736 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34212 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11160 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9174 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14828 | CurrentTaxYear |
| Total | 91110 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 8245971 | TotalSupport |
| Gross Receipts From Admissions Etc | 54572 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.94220 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.92940 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 67062 | InvestmentCostOrOtherBasis |
| Depreciation | 27816 | Depreciation |
| Book Value | 39246 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 39246 | TotalOfBookValueLandBuildings |
| Total Revenue | 1710110 | TotalRevenue |
| Total Expenses | 1703646 | TotalExpenses |
| Excess Or Deficit For Year | 6464 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 6464 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1601924 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 199 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 199 | RevenueNotRptdF990 |
| Revenue Subtotal | 1601725 | RevenueSubtotal |
| Other Revenues Not Included | 108385 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 108385 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1710110 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1595460 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 199 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 199 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1595261 | ExpensesSubtotal |
| Other Expenses Not Included | 108385 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 108385 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1703646 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PLEDGE LOSSES 108,385. |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | PLEDGE LOSSES 108,385. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (22 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS | ||||||||
| 312 WALLER MILL RAOD SUITE 200 | WILLIAMSBURG | VA | 23185 | 541153403 | 501(C)(3) | 76697 | MEMBER AGENCY - ALLOCATION AND DESIGNATION | |
| BACON STREET | ||||||||
| 247 MCLAWS CIRCLE | WILLIAMSBURG | VA | 23185 | 540891035 | 501(C)(3) | 73818 | MEMBER AGENCY - ALLOCATION AND DESIGNATION | |
| AMERICAN RED CROSS - WILLIAMSBURG | ||||||||
| 1317 JAMESTOWN ROAD 105 | WILLIAMSBURG | VA | 23185 | 540505863 | 501(C)(3) | 71501 | MEMBER AGENCY - ALLOCATION AND DESIGNATION | |
| HOUSING PARTNERSHIPS | ||||||||
| 1455 RICHMOND ROAD | WILLIAMSBURG | VA | 23185 | 541352365 | 501(C)(3) | 79522 | MEMBER AGENCY - ALLOCATION AND DESIGNATION | |
| HOSPICE HOUSE & SUPPORT CARE OF WILLIAMSBURG AT HOSPICE HOUSE | ||||||||
| 4445 POWHATAN PARKWAY | WILLIAMSBURG | VA | 23188 | 521289657 | 501(C)(3) | 62684 | MEMBER AGENCY - ALLOCATION AND DESIGNATION | |
| AVALON | ||||||||
| PO BOX 1079 | WILLIAMSBURG | VA | 23187 | 521208945 | 501(C)(3) | 49515 | MEMBER AGENCY - ALLOCATION AND DESIGNATION | |
| THE ARC OF GREATER WILLIAMSBURG | ||||||||
| 202D PACKETS COURT | WILLIAMSBURG | VA | 23185 | 541054921 | 501(C)(3) | 57114 | MEMBER AGENCY - ALLOCATION AND DESIGNATION | |
| SALVATION ARMY | ||||||||
| 151 KRISTIANSAND DRIVE 106 | WILLIAMSBURG | VA | 23188 | 580660607 | 501(C)(3) | 59689 | MEMBER AGENCY - ALLOCATION AND DESIGNATION | |
| CHILD AND FAMILY CONNECTION | ||||||||
| 312 WALLER MILL RAOD SUITE 500 | WILLIAMSBURG | VA | 23185 | 540505893 | 501(C)(3) | 31086 | MEMBER AGENCY - ALLOCATION AND DESIGNATION | |
| GIRL SCOUTS | ||||||||
| 912 CEDAR ROAD | CHESAPEAKE | VA | 23222 | 541158412 | 501(C)(3) | 19954 | MEMBER AGENCY - ALLOCATION AND DESIGNATION | |
| BOY SCOUTS | ||||||||
| 11721 JEFFERSON AVENUE | NEWPORT NEWS | VA | 23606 | 540505994 | 501(C)(3) | 19316 | MEMBER AGENCY - ALLOCATION AND DESIGNATION | |
| JAMES CITY RESCUE SQUAD | ||||||||
| 2308 HARNESS COURT | TOANO | VA | 23168 | 541621580 | 501(C)(3) | 7519 | NON-MEMBER DESIGNATION AGENCY | |
| MEALS ON WHEELS - WILLIAMSBURG | ||||||||
| PO BOX 709 | WILLIAMSBURG | VA | 23187 | 540952118 | 501(C)(3) | 23830 | MEMBER AGENCY - ALLOCATION AND DESIGNATION | |
| PENINSULA AGENCY ON AGING | ||||||||
| 739 THIMBLE SHOALS BLVD SUITE 1006 | NEWPORT NEWS | VA | 23606 | 510151069 | 501(C)(3) | 16655 | MEMBER AGENCY - ALLOCATION AND DESIGNATION | |
| CATHOLIC CHARITIES | ||||||||
| 5361-A VIRGINIA BEACH BLVD | VIRGINIA BEACH | VA | 23462 | 540505879 | 501(C)(3) | 13872 | MEMBER AGENCY - ALLOCATION AND DESIGNATION | |
| CHILDREN'S HOME SOCIETY | ||||||||
| 4200 FITZHUGH AVENUE | RICHMOND | VA | 23230 | 540505884 | 501(C)(3) | 13094 | MEMBER AGENCY - ALLOCATION AND DESIGNATION | |
| HISTORIC TRIANGLE SENIOR CENTER | ||||||||
| 5301 LONGHILL ROAD | WILLIAMSBURG | VA | 23188 | 541804545 | 501(C)(3) | 15506 | MEMBER AGENCY - ALLOCATION AND DESIGNATION | |
| WILLIAMSBURG AREA FAITH IN ACTION | ||||||||
| 354 MCLAWS CIRCLE SUITE 2 | WILLIAMSBURG | VA | 23185 | 311812124 | 501(C)(3) | 10838 | MEMBER AGENCY - ALLOCATION AND DESIGNATION | |
| HERITAGE HUMANE SOCIETY | ||||||||
| 430 WALLER MILL ROAD | WILLIAMSBURG | VA | 23185 | 541641580 | 501(C)(3) | 9077 | NON-MEMBER DESIGNATION AGENCY | |
| CHILD DEVELOPMENT RESOURCES | ||||||||
| PO BOX 280 | NORGE | VA | 23127 | 540791991 | 501(C)(3) | 84150 | MEMBER AGENCY - ALLOCATION AND DESIGNATION | |
| DREAM CATCHERS AT THE CORI SIKICH THERAPEUTIC RIDING CENTER | ||||||||
| 10120 FIRE TOWER ROAD | TOANO | VA | 23168 | 541692709 | 501(C)(3) | 10133 | NON-MEMBER DESIGNATION AGENCY | |
| LITERACY FOR LIFE | ||||||||
| BRYAN HALL 37 COLLEGE OF WILLIAM | WILLIAMSBURG | VA | 23185 | 541085026 | 501(C)(3) | 46230 | MEMBER AGENCY - ALLOCATION AND DESIGNATION | AND MARY PO BOX 8795 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 22 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | PART I, LINE 2: | SCHEDULE I, PART I, LINE 2: ALLOCATED FUNDS ARE MONITORED THROUGH SEVERAL PROCEDURES: 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. |
| THE ORGANIZATION PAID GRANTS AND OTHER ASSISTANCE OF LESS THAN $5,000 TO 127 AGENCIES, TOTALING $88,774. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT COPY OF THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE (WHICH INCLUDES SEVERAL FINANCIAL EXPERTS) AT A SCHEDULED AUDIT COMMITTEE MEETING. THE AUDIT COMMITTEE ASKS QUESTIONS AND PROVIDES REVISIONS TO THE FORM 990. IF APPROVED BY THE AUDIT COMMITTEE, A RECOMMENDATION IS MADE BY THE AUDIT 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 WAYS 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. | OVERSIGHT / SELECTION PROCESS |