Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 07-01-2015 , and ending 06-30-2016
BCheck if applicable:
CName of organization
UNITED WAY OF GREATER RICHMOND
& PETERSBURG
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
2001 MAYWILL STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RICHMOND, VA23230
D Employer identification number

23-7375346
E Telephone number

G Gross receipts $ 13,414,278
F Name and address of principal officer:
JAMES L M TAYLOR
2001 MAYWILL STREET
RICHMOND,VA23230
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.YOURUNITEDWAY.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1911
M State of legal domicile: VA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 31
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 31
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 65
6 Total number of volunteers (estimate if necessary) ............. 6 500
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 12,987,929 12,508,013
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 227,710 104,190
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 822,985 802,075
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 14,038,624 13,414,278
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 9,369,409 8,414,492
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 3,045,071 2,953,880
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,354,771    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,050,955 2,038,830
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 14,465,435 13,407,202
19 Revenue less expenses. Subtract line 18 from line 12....... -426,811 7,076
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 13,412,669 14,993,852
21 Total liabilities (Part X, line 26)............. 5,286,185 6,751,474
22 Net assets or fund balances. Subtract line 21 from line 20..... 8,126,484 8,242,378
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2015)
Form 990 (2015)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: UNITED WAY OF GREATER RICHMOND & PETERSBURG EXISTS TO MOBILIZE PEOPLE, MULTIPLY INVESTMENTS, AND MAXIMIZE OPPORTUNITIES SO PEOPLE LEARN MORE, EARN MORE, AND LEAD SAFE AND HEALTHY LIVES. UNITED WAY ACCOMPLISHES THIS BY: (SEE SCHEDULE O)* PROVIDING COMMUNITY LEADERSHIP.* DEVELOPING SOLUTIONS.* RAISING AND LEVERAGING FUNDS FOR IMPACT.* MAKING COMMUNITY IMPACT GRANTSUNITED WAY INVESTMENTS FOCUS ON ISSUES THAT ARE NECESSARY TO BUILD A GOOD LIFE:* EDUCATION: HELPING CHILDREN AND YOUTH SUCCEED IN SCHOOL, WORK, AND LIFE.* INCOME: HELPING FAMILIES AND INDIVIDUALS TO HAVE THE RESOURCES, SKILLS, AND OPPORTUNITIES TO OBTAIN AND MAINTAIN FINANCIAL STABILITY.* HEALTH: HELPING INDIVIDUALS TO ACHIEVE AND MAINTAIN HEALTH AND WELLNESS ACROSS THEIR LIFESPAN.UNITED WAY GIVES LOCAL CITIZENS THE OPPORTUNITY TO PARTICIPATE IN CHARITABLE GIVING, TO ACTIVELY SUPPORT AN IDEA OR CAUSE THROUGH ADVOCACY, AND TO VOLUNTEER THEIR TIME TO IMPROVE THE COMMUNITY.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 4,050,000 including grants of $ 4,050,000 ) (Revenue $   )
* UNITED WAY PROVIDED TECHNICAL ASSISTANCE AND OUTCOME-FOCUSED FUNDING TO 42 HIGH-PRIORITY, EFFECTIVE NON-PROFIT PROGRAMS, SERVING MORE THAN 86,000 PEOPLE IN THE GREATER RICHMOND AND PETERSBURG REGION. UNITED WAY SUPPORT PROVIDED OPPORTUNITIES FOR A BETTER LIFE TO AT-RISK CHILDREN, INDIVIDUALS, AND FAMILIES. * MORE THAN 38,000 YOUNG CHILDREN, SCHOOL AGE YOUTH, AND FAMILIES BENEFITED FROM SERVICES INCLUDING PRE-SCHOOL, HIGH-QUALITY AFTER SCHOOL PROGRAMS, AND PARENT MENTORING * MORE THAN 14,000 STUDENTS EARNED BETTER GRADES AND SPENT MORE TIME IN SCHOOL THANKS TO UNITED WAY-SUPPORTED YOUTH PROGRAMS.(SEE SCHEDULE O)* UNITED WAY-FUNDED PROGRAMS PROVIDED RESOURCES TO PEOPLE WHO ARE STRUGGLING TO MEET THEIR MOST BASIC OF NEEDS INCLUDING FOOD, SHELTER, AND EMPLOYMENT. LAST YEAR MORE THAN 32,000 PEOPLE RECEIVED SERVICES HELPING THEM TO BECOME MORE FINANCIALLY STABLE SUCH AS JOB TRAINING AND PLACEMENT SERVICES, HOUSING ASSISTANCE AND EMERGENCY SHELTER, AND CASE MANAGEMENT SERVICES.* UNITED WAY-FUNDED PROGRAMS PROVIDED ESSENTIAL SUPPORT TO OLDER ADULTS AND THEIR CAREGIVERS WITH A GOAL OF MAINTAINING HEALTH AND INDEPENDENCE. UNITED WAY-FUNDED PROGRAMS SERVED MORE THAN 7,900 OLDER ADULTS THROUGH VARIOUS SUPPORTIVE PROGRAMS SUCH AS HOME HEALTH AND ADULT DAY CARE, LEGAL ASSISTANCE, HOME DELIVERED MEALS, AND TRANSPORTATION.
4b (Code:   ) (Expenses $ 2,424,934 including grants of $   ) (Revenue $   )
IN ADDITION TO SUPPORTING A NETWORK OF EFFECTIVE PROGRAMS, UNITED WAY PARTNERS WITH OTHER NONPROFITS, GOVERNMENT, COMPANIES, AND INDIVIDUALS TO IMPROVE COMMUNITY-LEVEL SYSTEMS AND CONDITIONS. TO DO THIS, UNITED WAY LEADS AND SUPPORTS A VARIETY OF COMMUNITY-LEVEL PLANNING AND CHANGE INITIATIVES. THESE INITIATIVES FOCUS ON PREPARING CHILDREN TO BE READY FOR AND STAY SUCCESSFUL IN SCHOOL, HELPING YOUTH DEVELOP POSITIVE BEHAVIORS, AIDING FAMILIES WHO ARE STRUGGLING, AND SUPPORTING OLDER ADULTS TO AGE WITH DIGNITY AND INDEPENDENCE. SELECTED ANNUAL ACCOMPLISHMENTS INCLUDE: * THE SMART BEGINNINGS GREATER RICHMOND (SBGR) INITIATIVE CONTINUED TO FOCUS ON EARLY CHILDHOOD DEVELOPMENT AND SCHOOL - ( SEE SCHEDULE O) - READINESS. IN ORDER TO LINK TO A BROADER PIPELINE OF WORKFORCE DEVELOPMENT EFFORTS BEING COORDINATED AT THE LOCAL LEVEL WITH THE GREATER RICHMOND CHAMBER (GRC) AND AT THE STATE LEVEL BY THE VIRGINIA EARLY CHILDHOOD FOUNDATION (VECF), THE GREATER RICHMOND CHAMBER FOUNDATION (GRCF) WILL BE THE FISCAL SPONSOR OF SBGR AND THE NAME OF THE INITIATIVE WILL BE SMART BEGINNINGS RICHMOND, VIRGINIA (SBRVA) EFFECTIVE JULY 1, 2015. EARLY CHILDHOOD EDUCATION AND DEVELOPMENT HAS BEEN A CENTERPIECE OF UNITED WAY'S EDUCATION FOCUS AREA FOR YEARS. WORKING IN CONJUNCTION WITH GRC, UNITED WAY HAS PROVIDED MONETARY AND STAFF SUPPORT FOR SBGR SINCE SBGR WAS FORMED ALMOST A DECADE AGO. ALTHOUGH FISCAL SPONSORSHIP OF SBRVA WILL NOW RESIDE WITH GRCF, OUR COMMITMENT TO EARLY CHILDHOOD EDUCATION AND DEVELOPMENT WILL NOT CHANGE. UNITED WAY IS PROUD TO CONTINUE ITS SUPPORT OF THE MISSION AND WORK OF SBRVA.* STATEWIDE MEASURES OF KINDERGARTENERS MEETING LANGUAGE AND LITERACY BENCHMARKS CONTINUED TO IMPROVE. AS A REGION, IT HAS MOVED SINCE 2002 FROM 80% TO 86% OF KINDERGARTENERS DEMONSTRATING PRE-LITERACY READINESS ON THE PALS K ASSESSMENT. A COMPONENT OF THE SMART BEGINNINGS REGIONAL KINDERGARTEN REGISTRATION CAMPAIGN IS THE ON-SITE IMPLEMENTATION OF A PARENT SURVEY DURING REGISTRATION. 94% OF RESPONDENTS INDICATED THAT THEY FELT BETTER PREPARED TO REGISTER THEIR CHILD FOR KINDERGARTEN BECAUSE OF SEEING OR HEARING INFORMATION PROVIDED ABOUT KINDERGARTEN REGISTRATION. 57% OF PARENTS SAID THAT THEY LEARNED SOMETHING NEW ABOUT SCHOOL READINESS FROM THE CAMPAIGN. * UNITED WAY RECEIVED $528,178 IN GRANT FUNDING FOR HOME VISITING EXPANSION GRANT -MATERNAL, INFANT, EARLY CHILDHOOD, HOME VISITING (MIECHV) FROM THE VIRGINIA DEPARTMENT OF HEALTH. AS OF JUNE 30, 2015, 94 FAMILIES (INCLUDING 20 PREGNANT WOMEN AND 118 CHILDREN) HAVE RECEIVED HOME VISITING SERVICES IN RICHMOND AND 34 FAMILIES (INCLUDING 2 PREGNANT WOMEN AND 43 CHILDREN) RECEIVED HOME VISITING SERVICES IN PETERSBURG. * UNITED WAY PARTNERS WITH THE VIRGINIA DEPARTMENT OF BEHAVIORAL HEALTH & DISABILITY SERVICES TO RAISE AWARENESS AMOUNG PARENTS, CAREGIVERS, AND SERVICE PROVIDERS ABOUT THE AVAILABILITY OF EARLY INTERVENTION SERVICES FOR INFANTS AND TODDLERS WITH DEVELOPMENTAL DELAYS. FOR THE 2014-2015 FISCAL YEAR, APPROXIMATELY 20,000 INFANT AND TODDLERS CONNECTION OF VIRGINIA BROCHURES AND LITERATURE WERE DISTRIBUTED AND APPROXIMATELY 735 CALLS CAME THROUGH THE INFANT & TODDLER CONNECTION OF THE VIRGINIA CENTRAL DIRECTORY TELEPHONE REFERRAL LINE.* UNITED WAY CONTINUED TO DELIVER, IN PARTNERSHIP WITH VCU, THE YOUTH PROGRAM QUALITY INTERVENTION (YPQI) PROGRAM. YPQI IS A NATIONALLY RECOGNIZED BEST PRACTICE TRAINING AND IMPROVEMENT PROGRAM THAT HELPS LOCAL YOUTH PROGRAMS IMPROVE THEIR QUALITY. YPQI HAD 27 PARTICIPATING PROGRAMS. ALL PROGRAMS COMPLETED INTERNAL AND EXTERNAL ASSESSMENTS AND DEVELOPED IMPROVEMENT PLANS. YOUTH PROGRAM STAFF PARTICIPATED IN YEAR-LONG TRAINING SESSIONS DELIVERED BY LOCAL AND NATIONAL YOUTH EXPERTS, WHICH FOCUSED ON DEVELOPING SAFER AND MORE SUPPORTIVE ENVIRONMENTS AND INCREASING YOUTH INTERACTION AND ENGAGEMENT. THE YEAR-END REPORT COMPLETED BY CONSULTANTS FROM THE MICHIGAN-BASED DAVID P. WEIKART CENTER FOR YOUTH PROGRAM QUALITY INDICATED THAT YPQI WAS DELIVERED WITH STRONG FIDELITY TO THE BEST PRACTICE MODEL, THAT IMPROVEMENT PLANS WERE COMPLETED AND ADDRESSED BY ALL PROGRAMS, AND THAT 100% OF MANAGERS AND DIRECT SERVICE STAFF REPORTED THAT THEY DEVELOPED NEW SKILLS AND THE PROCESS WAS WORTH THEIR TIME AND EFFORT. THROUGH PARTICIPATION ON THE ADVISORY COUNCIL, UNITED WAY CONTRIBUTED TO THE DEVELOPMENT OF THE NEW MIDDLE SCHOOL RENAISSANCE 2020 INITIATIVE THAT IS PILOTING AT HENDERSON MIDDLE SCHOOL. UNITED WAY ALSO PARTNERED WITH BRIDGING RVA ON SEVERAL EFFORTS RELATED TO COMMUNITY GOALS AND DATA. * UNITED WAY CONTINUED ITS PARTNERSHIP AND FISCAL SPONSORSHIP ROLE FOR METROCASH TAX COALITION, THE REGIONAL VOLUNTEER INCOME TAX ASSISTANCE (VITA) COALITION. UNITED WAY ENABLED METROCASH TO OBTAIN $100,000 IN FEDERAL, STATE, AND CORPORATE GRANTS WHICH WERE USED TO INCREASE SERVICES AND OUTREACH. WITH THE HELP OF 183 IRS CERTIFIED VOLUNTEER TAX PREPARERS, METROCASH PROVIDED FREE ELECTRONIC TAX-FILING FOR ANYONE EARNING LESS THAN $53,000 AND 3,177 FREE RETURNS WERE E-FILED GENERATING GREATER THAN $2.7 MILLION INTO THE COMMUNITY. DURING THE FILING SEASON, METROCASH OFFERED "MY FREE TAXES" PREP OPTIONS AT 13 STAND-ALONE TAX SITES, AS WELL AS REMOTELY THROUGH THE WEBSITE METROCASH.ORG. THIS ALTERNATIVE REACHED MORE LOW-TO-MODERATE INCOME FILERS, REDUCED WAIT TIMES FOR FILERS, AND INCREASED THE NUMBER OF E-FILED RETURNS. THERE WERE 612 FILERS WHO TOOK ADVANTAGE OF THIS OPTION.* UNITED WAY PARTNERS WITH 2-1-1 VIRGINIA, THE STATEWIDE INFORMATION & REFERRAL SYSTEM IN WHICH UNITED WAY HAS BEEN A PARTNER SINCE 2006. UNITED WAY'S REGIONAL OUTREACH SPECIALIST COVERS DISTRICTS 13, 14, 15, AND 19. FOR THE 2014-2015 FISCAL YEAR, THERE WERE 42,127 CALLS TO 2-1-1 FROM THE RICHMOND-SOUTHSIDE REGION.* UNITED WAY PUBLISHED A COMPILATION OF IMPORTANT REGIONAL DATA CALLED THE INDICATORS OF COMMUNITY STRENGTH. THIS PUBLICATION ORGANIZES, INTO AN EASY-TO-USE RESOURCE, LOCALITY-LEVEL TREND DATA ON IMPORTANT COMPONENTS OF OUR REGION'S HEALTH SUCH AS RATES OF POVERTY, TEEN PREGNANCY, EDUCATIONAL ATTAINMENT, INCOME, HOUSING, AND AGING. IN ADDITION TO SHARING OVER 500 PRINT COPIES OF THE INDICATORS OF COMMUNITY STRENGTH REPORT WITH FUNDERS, SERVICE PROVIDERS, GOVERNMENT DEPARTMENTS, AND OTHER DECISION MAKERS, UNITED WAY STAFF PRESENTED THE INFORMATION TO INTERESTED GROUPS IN A FORMAT SOMETIMES CALLED A "DATAPALOOZA".
4c (Code:   ) (Expenses $ 4,364,492 including grants of $ 4,364,492 ) (Revenue $   )
IN ADDITION TO DIRECTING CONTRIBUTIONS TO PROGRAMS AND INITIATIVES THAT MAKE IMPACT, UNITED WAY FOSTERS LOCAL PHILANTHROPY BY PROVIDING AN OPTION FOR DONORS TO DESIGNATE THEIR GIVING TO SPECIFIED ELIGIBLE ORGANIZATIONS. UNITED WAY COLLECTS AND DISTRIBUTES THESE DONOR-RESTRICTED GIFTS TO 2,200 ORGANIZATIONS. THIS SERVICE PROVIDES THOUSANDS OF DONORS AN EFFICIENT AND COST-EFFECTIVE MEANS TO GIVE BACK TO THEIR CHARITIES OF CHOICE.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet10,839,426
Form 990 (2015)
Form 990 (2015)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II..............
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2015)
Form 990 (2015)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
 
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I ...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II ................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV
........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II ...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I ........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2015)
Form 990 (2015)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
19
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
65
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
No
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2015)
Form 990 (2015)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
31
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
31
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletJAMES LM TAYLOR2001 MAYWILL STREET   RICHMOND,VA23230 (804) 771-5843
Form 990 (2015)
Form 990 (2015)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) HEIDI ABBOTT......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(2) KEVIN W BARR......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(3) MAGGI BECKSTOFFER......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(4) ROBERT BLAKE......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(5) ANTHONY CONTE......................................................................
CHAIR ELECT
1.00
.................
 
X   X       0 0 0
(6) JEFFREY CARR EDWARDS......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(7) DANIELLE FITZ-HUGH......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(8) CANDACE FOREMACEK......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(9) JUDITH LUNDIE GILL......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(10) MICHAEL N HERRING......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(11) CATHY W HOWARD PHD......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(12) MARK A HOUSEHOLDER......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(13) DANIEL HUDGENS......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(14) LORI JARVIS......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(15) JONATHAN LEON......................................................................
TREASURER
1.00
.................
 
X   X       0 0 0
(16) T PRESTON LLOYD JR......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(17) CHANNING MARTIN......................................................................
CHAIR
1.00
.................
 
X   X       0 0 0
Form 990 (2015)
Form 990 (2015)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) AMY P NISENSON........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(19) PETER PERKINS........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(20) JAMES L PHILLIPS........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(21) GUILLERMO WILLIE RIVERO........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(22) BRIAN ROUNDTREE........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(23) RENE SHEPPERSON........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(24) BRENDA SKIDMORE........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(25) JAMES JL STEGMAIER........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(26) GREG SUTFIN........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(27) NANCY THOMAS........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(28) SHANNON L VENABLE........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(29) WILLIAM WEBER........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(30) JULIE HOSUN YOO........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(31) HEATHER TURBYNE-POLLARD........................................................................
VP MKT & RESEARCH - ENDED 9/18/16
40.00
.......................  
    X       60,491 0 4,225
(32) VALORIE LYNN PHARR........................................................................
CEO - ENDED 2/27/15
40.00
.......................  
    X       38,168 0 1,885
(33) GAIL P HARRIS........................................................................
CHIEF IMPACT OFFICER - ENDED 1/23/15
40.00
.......................  
    X       7,178 0 0
(34) HEATH NIEMEYER........................................................................
CHIEF DEVELOP OFFICER-ENDED 3/31/16
40.00
.......................  
    X       104,658 0 10,445
(35) GEORGANNA AMATEAU........................................................................
DIRECTOR OF COMM. IMPACT
40.00
.......................  
    X       92,339 0 7,240
(36) DANIEL KEARNS........................................................................
CHIEF FINANCIAL OFFICER
40.00
.......................  
    X       0 0 0
(37) SUSAN JOHNSON O'NEIL........................................................................
CHIEF DEVELOPMENT OFFICER
40.00
.......................  
    X       0 0 0
(38) BARRY TAYLOR........................................................................
INTERIM CEO - ENDED 8/31/15
40.00
.......................  
    X       83,300 0 572
(39) JAMES L M TAYLOR........................................................................
PRESIDENT & CEO
40.00
.......................  
    X       62,477 0 3,119
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 448,611 0 27,486
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet1
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
 
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 1,366,363
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 710,878
f All other contributions, gifts, grants, and similar amounts not included above1f 10,430,772
g Noncash contributions included in lines 1a-1f:$ 177,896
h Total.Add lines 1a-1f.......MediumBullet 12,508,013
 Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total.Add lines 2a–2f.....MediumBullet  
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 104,190     104,190
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss)......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss).....MediumBullet        
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a FEES - DONOR DESIGNATIONS 900099 374,645 374,645    
b ENDOWMENT INCOME 900099 206,198 206,198    
c FEES - 3RD PARTY PROC. 900099 184,730 184,730    
d All other revenue .... 36,502 36,502    
e Total. Add lines 11a–11d ...... MediumBullet 802,075
12 Total revenue. See Instructions......MediumBullet 13,414,278 802,075 0 104,190
Form 990 (2015)
Form 990 (2015)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 8,414,492 8,414,492
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 516,844 193,037 106,496 217,311
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 1,722,860 623,950 514,122 584,788
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 60,048 60,048    
9 Other employee benefits ....... 464,668 173,615 141,453 149,600
10 Payroll taxes ........... 189,460 62,760 62,688 64,012
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ........... 53,648   53,648  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 153,443 94,433 42,382 16,628
12 Advertising and promotion ....        
13 Office expenses ....... 17,419 7,558 6,771 3,090
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 351,440 126,211 107,915 117,314
17 Travel ............ 63,830 39,424 8,294 16,112
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 34,580 14,014 18,761 1,805
20 Interest ...........        
21 Payments to affiliates ....... 130,632 43,544 43,544 43,544
22 Depreciation, depletion, and amortization .. 46,983 15,661 15,661 15,661
23 Insurance ...        
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a PROGRAM EXPENSES 876,220 876,220 0 0
b EQUIPMENT MAINTENANCE 119,919 43,215 36,347 40,357
c PRINTING AND PUBLICATIO 86,010 26,828 1,350 57,832
d MOVING AND RECRUITMENT 33,291 0 33,291 0
e All other expenses 71,415 24,416 20,282 26,717
25 Total functional expenses. Add lines 1 through 24e 13,407,202 10,839,426 1,213,005 1,354,771
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1  
2 Savings and temporary cash investments ......... 4,283,509 2 5,673,118
3 Pledges and grants receivable, net ...... 3,481,791 3 3,397,479
4 Accounts receivable, net ............. 270,504 4 296,011
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net ....   7  
8 Inventories for sale or use ........   8  
9 Prepaid expenses and deferred charges ...... 35,621 9 36,462
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,505,916
b Less: accumulated depreciation 10b 1,404,328 105,611 10c 101,588
11 Investments—publicly traded securities . 5,235,633 11 5,489,194
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 34)... 13,412,669 16 14,993,852
Liabilities 17 Accounts payable and accrued expenses ..... 434,864 17 256,411
18 Grants payable ... 3,327,571 18 2,934,341
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D 1,523,750 25 3,560,722
26 Total liabilities. Add lines 17 through 25.. 5,286,185 26 6,751,474
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 7,707,114 27 7,772,026
28 Temporarily restricted net assets ........... 419,370 28 470,352
29 Permanently restricted net assets   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 8,126,484 33 8,242,378
34 Total liabilities and net assets/fund balances ........ 13,412,669 34 14,993,852
Form 990 (2015)
Form 990 (2015)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
13,414,278
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
13,407,202
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
7,076
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
8,126,484
5
Net unrealized gains (losses) on investments ...............
5
108,818
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
8,242,378
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2015)
Form 990 (2015)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
UNITED WAY OF GREATER RICHMOND
& PETERSBURG
Employer identification number

23-7375346
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4


5
6
7
8
9
10
11
a
b
c
d
e
f
Enter the number of supported organizations ..............  

g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total      

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... 15,666,955 15,157,366 13,926,429 12,987,929 12,508,013 70,246,692
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 15,666,955 15,157,366 13,926,429 12,987,929 12,508,013 70,246,692
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4. 70,246,692
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
7 Amounts from line 4.. 15,666,955 15,157,366 13,926,429 12,987,929 12,508,013 70,246,692
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 118,704 111,267 109,232 105,347 104,190 548,740
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 1,275,275 924,864 845,538 822,985 802,075 4,670,737
11 Total support. Add lines 7 through 10. 75,466,169
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
93.080 %
15
15
93.140 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513...            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2015 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2015
(iii)
Distributable
Amount for 2015
1 Distributable amount for 2015 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2015
(reasonable cause required--see instructions)
 
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......  
e From 2014.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2015 distributable amount  
i Carryover from 2010 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2015 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2015 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2015, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
 
6 Remaining underdistributions for 2015. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2016. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a
b
c Excess from 2013.......  
d From 2014.......  
e From 2015.......  
Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2015


Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
UNITED WAY OF GREATER RICHMOND
& PETERSBURG
Employer identification number

23-7375346
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ....    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ...........
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ............................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
 
(ii) related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ...      
b Buildings        
c Leasehold improvements   175,549 166,247 9,302
d Equipment ...   1,330,367 1,238,081 92,286
e Other ...        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 101,588
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c)Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
FUNDS HELD FOR ENERGY SHARE 2,895,420
FUNDS HELD FOR OTHERS 665,302
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 3,560,722
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 9,158,604
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 108,818
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e 108,818
3 Subtract line 2e from line 1.................. 3 9,049,786
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 4,364,492
c Add lines 4a and 4b.................... 4c 4,364,492
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 13,414,278
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 9,042,710
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e 0
3 Subtract line 2e from line 1................... 3 9,042,710
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b 4,364,492
c Add lines 4a and 4b..................... 4c 4,364,492
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 13,407,202

Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: INCOME TAX UNCERTAINTIES: THE ORGANIZATION HAS ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) GUIDANCE RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. IN ACCORDANCE WITH THE GUIDANCE, THE ORGANIZATION DISCLOSES THE EXPECTED FUTURE TAX CONSEQUENCES OF UNCERTAIN TAX POSITIONS PRESUMING THE TAXING AUTHORITIES FULL KNOWLEDGE OF THE FACTS AND THE ORGANIZATION'S POSITION AND RECORDS UNRECOGNIZED TAX BENEFITS OR LIABILITIES FOR KNOWN, OR ANTICIPATED, TAX ISSUES BASED ON THE ORGANIZATION'S ANALYSIS OF WHETHER ADDITIONAL TAXES WOULD BE DUE TO THE AUTHORITIES GIVEN THEIR FULL KNOWLEDGE OF THE TAX POSITION. THE ORGANIZATION ACCRUES INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AS OTHER NONCURRENT LIABILITIES AND RECOGNIZES THE RELATED CHANGES IN THE ORGANIZATION'S ASSESSMENTS AS A COMPONENT OF INCOME TAX EXPENSE. THE ORGANIZATION HAS COMPLETED ITS ASSESSMENT AND DETERMINED THAT THERE WERE NO TAX POSITIONS, WHICH WOULD REQUIRE RECOGNITION UNDER THE GUIDANCE. THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION.
PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 4,364,492.
PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 4,364,492.
Schedule D (Form 990) 2015


Additional Data


Software ID:  
Software Version:  




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
UNITED WAY OF GREATER RICHMOND
& PETERSBURG
Employer identification number
23-7375346
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) A GRACE PLACE ADULT CARE CENTER
800 STAPLES MILL ROAD
HENRICO,VA23228
23-7118287 501(C)(3) 145,021       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(2) ACCESS NOW
2821 EMERYWOOD PARKWAY 200
RICHMOND,VA23294
26-1695468 501(C)(3) 25,000       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(3) AMERICAN CANCER SOCIETY RICHMOND
4240 PARK PLACE COURT
GLEN ALLEN,VA23060
13-1788491 501(C)(3) 13,460       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(4) AMERICAN HEART ASSOCIATION
4217 PARK PLACE COURT
GLEN ALLEN,VA23060
13-5613797 501(C)(3) 8,217       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(5) AMERICAN RED CROSS EASTERN VIRGINIA REGION GREATER RICHMOND CHAPTER
22 WEST WASHINGTON STREET
PETERSBURG,VA23803
53-0196605 501(C)(3) 36,320       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(6) ART 180
114 WEST MARSHALL STREET
RICHMOND,VA23220
54-1935207 501(C)(3) 30,094       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(7) ASK CHILDHOOD CANCER FOUNDATION
PO BOX 17184
RICHMOND,VA23226
51-0173669 501(C)(3) 6,592       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(8) AUTISM SOCIETY OF AMERICA CENTRAL VIRGINIA CHAPTER
200 SOUTH 3RD STREET
RICHMOND,VA23219
46-1250829 501(C)(3) 7,152       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(9) BETTER HOUSING COALITION
23 WEST BROAD STREET
RICHMOND,VA23220
54-1479059 501(C)(3) 50,000       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(10) BIG BROTHERS & BIG SISTERS SERVICES INC
1707 SUMMIT AVENUE 200
RICHMOND,VA23230
54-0702502 501(C)(3) 109,351       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(11) BOY SCOUTS OF AMERICA HEART OF VIRGINIA COUNCIL
4015 FITZHUGH AVENUE
RICHMOND,VA23230
54-0505872 501(C)(3) 99,082       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(12) BOYS & GIRLS CLUB OF METRO RICHMOND
5511 STAPLES MILL ROAD 301
RICHMOND,VA23228
54-0564901 501(C)(3) 260,146       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(13) CARITAS
1532 HIGH STREET
RICHMOND,VA23220
54-1441917 501(C)(3) 209,803       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(14) CASA CHESTERFIELD
9457 AMBERDALE DRIVE
RICHMOND,VA23236
54-1815693 501(C)(3) 5,538       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(15) CHALLENGE DISCOVERY PROJECTS
1503 SANTA ROSA ROAD 211
RICHMOND,VA23226
51-0250681 501(C)(3) 6,001       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(16) CHESTERFIELD CENTER FOR THE ARTS
11801 CENTRE STREET
CHESTER,VA23831
16-1671869 501(C)(3) 10,000       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(17) CHESTERFIELD-COLONIAL HEIGHTS CHRISTMAS MOTHER INC
PO BOX 2500
CHESTERFIELD,VA23832
54-1780756 501(C)(3) 5,000       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(18) CHILDREN'S HOME OF SOCIETY OF VIRGINIA
4200 FITZHUGH AVENUE
RICHMOND,VA23230
54-0505884 501(C)(3) 69,986       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(19) CHILDREN'S HOSPITAL AND HEALTHCARE SERVICES FOUNDATION
2924 BROOK ROAD
RICHMOND,VA23220
51-0220692 501(C)(3) 11,401       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(20) CHILDREN'S HOSPITAL OF THE KING'S DAUGHTERS
601 CHILDRENS LANE
NORFOLK,VA23507
54-0506321 501(C)(3) 5,956       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(21) CHILDSAVERS
200 NORTH 22ND STREET
RICHMOND,VA23223
54-0505927 501(C)(3) 264,758       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(22) CIRCLE CENTER ADULT DAY SERVICES
4900 WEST MARSHALL STREET
RICHMOND,VA23230
54-0991287 501(C)(3) 82,371       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(23) COMFORT ZONE CAMP INC
6606 WEST BROAD STREET 401
RICHMOND,VA23230
54-1916517 501(C)(3) 8,131       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(24) COMMONWEALTH CATHOLIC CHARITIES
1601 ROLLING HILLS DRIVE
HENRICO,VA23229
54-0505877 501(C)(3) 142,341       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(25) COMMONWEALTH GIRL SCOUT COUNCIL OF VIRGINIA INC
4900 AUGUSTA AVENUE
RICHMOND,VA23230
54-0534506 501(C)(3) 7,698       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(26) COMMUNITIES IN SCHOOLS OF CHESTERFIELD
PO BOX 10
CHESTERFIELD,VA23832
54-1799922 501(C)(3) 50,000       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(27) COMMUNITIES IN SCHOOLS OF RICHMOND
2922 WEST MARSHALL STREET 2ND FLOOR
FLOOR
RICHMOND,VA23230
54-1799922 501(C)(3) 125,929       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(28) CROSS-OVER MINISTRY
8600 QUIOCCASIN ROAD 102
RICHMOND,VA23229
54-1371067 501(C)(3) 48,482       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(29) DAILY PLANET
517 WEST GRACE STREET
RICHMOND,VA23220
54-0900368 501(C)(3) 88,094       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(30) EARLY CHILDHOOD DEVELOPMENT
2001 MAYWILL STREET
RICHMOND,VA23230
23-7375346 501(C)(3) 84,699       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(31) FAMILY LIFELINE
2325 WEST BROAD STREET
RICHMOND,VA23220
54-0737133 501(C)(3) 585,277       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(32) FEEDMORE INC
1415 RHOADMILLER STREET
RICHMOND,VA23220
54-1150923 501(C)(3) 234,139       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(33) FISHER HOUSE FOUNDATION OF RICHMOND
300 ARBORETUM PARKWAY 660
RICHMOND,VA23236
27-3852276 501(C)(3) 5,245       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(34) FRIENDS ASSOCIATION FOR CHILDREN
1004 SAINT JOHN STREET
RICHMOND,VA23220
54-0505899 501(C)(3) 230,383       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(35) GOOCHLAND FREE CLINIC & FAMILY SERVICES
PO BOX 116
GOOCHLAND,VA23063
54-1967650 501(C)(3) 49,496       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(36) GOOD SAMARITAN MINISTRIES
2307 HULL STREET
RICHMOND,VA23224
54-1371830 501(C)(3) 10,527       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(37) GOODWILL INDUSTRIES OF CENTRAL VIRGINIA
6301 MIDLOTHIAN TURNPIKE
RICHMOND,VA23225
54-0455395 501(C)(3) 72,100       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(38) GREATER RICHMOND SCAN - STOP CHILD ABUSE NOW
103 EAST GRACE STREET
RICHMOND,VA23219
54-1584969 501(C)(3) 61,689       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(39) HABITAT FOR HUMANITY RICHMOND METROPOLITAN
2281 DABNEY ROAD A
RICHMOND,VA23230
54-1385198 501(C)(3) 7,589       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(40) HANOVER SAFE PLACE
629 NORTH WASHINGTON HIGHWAY A
ASHLAND,VA23005
31-1415701 501(C)(3) 85,000       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(41) HEALTH BRIGADE
1010 NORTH THOMPSON STREET
RICHMOND,VA23230
54-0927792 501(C)(3) 89,432       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(42) HIGHER ACHIEVEMENT PROGRAM
4009 FITZHUGH AVENUE 200
RICHMOND,VA23230
52-1383374 501(C)(3) 40,000       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(43) HOMEAGAIN
5 EAST FRANKLIN STREET
RICHMOND,VA23219
54-1159513 501(C)(3) 60,469       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(44) HOMEWARD
1125 COMMERCE ROAD
RICHMOND,VA23224
05-0606153 501(C)(3) 61,500       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(45) HOUSING FAMILIES FIRST
3900 NINE MILE ROAD
HENRICO,VA23223
54-1995917 501(C)(3) 75,000       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(46) IVNA HOME HEALTH CARE
5008 MONUMENT AVENUE
RICHMOND,VA23230
54-1479847 501(C)(3) 14,068       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(47) JEWISH COMMUNITY FEDERATION OF RICHMOND
PO BOX 17128
RICHMOND,VA23226
54-0524512 501(C)(3) 31,250       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(48) JEWISH FAMILY SERVICES
6718 PATTERSON AVENUE
RICHMOND,VA23226
54-0526201 501(C)(3) 87,492       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(49) JUNIOR ACHIEVEMENT OF CENTRAL VIRGINIA INC
7217 WEST BROAD STREET
RICHMOND,VA23294
54-0803325 501(C)(3) 11,786       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(50) JUVENILE DIABETES RESEARCH FOUNDATION CENTRAL VIRGINIA CHAPTER
1808 LIBBIE AVENUE 106
RICHMOND,VA23226
54-1626038 501(C)(3) 15,310       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(51) KIMBERLEY L MARTIN SCHOLARSHIP FOUNDATION
PO BOX 3081
RICHMOND,VA23228
47-0898719 501(C)(3) 15,942       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(52) KOVAR CORPORATION
16933 FOUR SEASONS DRIVE
DUMFRIES,VA22025
23-7337216 501(C)(3) 7,722       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(53) LEUKEMIA & LYMPHOMA SOCIETY
5540 FALMOUTH STREET 101
RICHMOND,VA23230
13-5644916 501(C)(3) 7,582       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(54) LOCAL INITIATIVES SUPPORT CORPORATION (LISC)
413 STUART CIRCLE 300
RICHMOND,VA23220
13-3030229 501(C)(3) 45,000       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(55) MAKE-A-WISH FOUNDATION OF GREATER VIRGINIA
2810 NORTH PARHAM ROAD 302
RICHMOND,VA23294
54-1429614 501(C)(3) 7,913       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(56) MEDICAL COLLEGE OF VIRGINIA FOUNDATION
PO BOX 980234
RICHMOND,VA23298
54-6053660 501(C)(3) 10,427       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(57) NORTHSIDE YMCA COMMUNITY CENTER
4207 OLD BROOK ROAD
RICHMOND,VA23227
54-0505986 501(C)(3) 15,240       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(58) OAR OF RICHMOND INC
3111 WEST CLAY STREET
RICHMOND,VA23230
54-0974305 501(C)(3) 111,000       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(59) PETER PAUL DEVELOPMENT CENTER INC
1708 NORTH 22ND STREET
RICHMOND,VA23223
54-1137164 501(C)(3) 128,617       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(60) PETERSBURG HEALTH DEPARTMENT (VDH)
301 HALIFAX STREET
ETTRICK,VA23803
501(C)(3) 45,000       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(61) PREGNANCY RESOURCE CENTER OF METRO RICHMOND
1510 WILLOW LAWN DRIVE 200
RICHMOND,VA23230
52-1280960 501(C)(3) 14,756       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(62) PROGRESSIVE ADULT REHABILITATION CENTER INC (PARC)
114 NORTH UNION STREET
PETERSBURG,VA23803
54-0836365 501(C)(3) 25,000       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(63) PROJECTHOMES
88 CARNATION STREET
RICHMOND,VA23225
54-1595851 501(C)(3) 35,000       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(64) QUIN RIVERS AGENCY FOR COMMUNITY ACTION
12025 COURTHOUSE CIRCLE 300
NEW KENT,VA23124
54-0880233 501(C)(3) 62,000       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(65) RAPPAHANNOCK UNITED WAY
3310 SHANNON PARK DRIVE
FREDERICKSBURG,VA22408
54-6042936 501(C)(3) 23,266       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(66) READING AND EDUCATION FOR ADULT DEVELOPMENT
4915 RADFORD AVENUE 204
RICHMOND,VA23230
54-1364885 501(C)(3) 6,177       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(67) RICHMOND ANIMAL LEAGUE
11401 INTERNATIONAL DRIVE
NORTH CHESTERFIELD,VA23236
51-0240493 501(C)(3) 7,814       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(68) RICHMOND SPCA
2519 HERMITAGE ROAD
RICHMOND,VA23220
54-0506328 501(C)(3) 27,883       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(69) ROSMY
PO BOX 5542
RICHMOND,VA23220
54-1572424 501(C)(3) 44,738       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(70) SACRED HEART CENTER
1400 PERRY STREET
RICHMOND,VA23224
54-1590419 501(C)(3) 38,173       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(71) SAINT BRIDGET CATHOLIC CHURCH
6006 THREE CHOPT ROAD
RICHMOND,VA23226
54-0506478 501(C)(3) 7,250       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(72) SALVATION ARMY CENTRAL VIRGINIA AREA COMMAND
2 WEST GRACE STREET
RICHMOND,VA23220
58-0660607 501(C)(3) 233,167       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(73) SENIOR CONNECTIONS THE CAPITAL AREA AGENCY ON AGING
PO BOX 6521
RICHMOND,VA23230
54-0950714 501(C)(3) 84,863       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(74) SMART BEGINNINGS GREATER RICHMOND
600 EAST MAIN STREET 700
RICHMOND,VA23219
51-0252958 501(C)(3) 5,651       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(75) SOUTH RICHMOND ADULT DAY CARE CENTER
1500 HULL STREET
RICHMOND,VA23224
51-0163293 501(C)(3) 30,000       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(76) SOUTHSIDE CHILD DEVELOPMENT CENTER
1420 MCDONOUGH STREET
RICHMOND,VA23224
54-0519585 501(C)(3) 13,349       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(77) SPECIAL OLYMPICS VIRGINIA
3212 SKIPWITH ROAD 100
RICHMOND,VA23294
54-1013637 501(C)(3) 5,432       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(78) ST JOSEPH'S VILLA
8000 BROOK ROAD
RICHMOND,VA23227
54-0505950 501(C)(3) 85,252       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(79) ST ANDREW'S SCHOOL
227 SOUTH CHERRY STREET
RICHMOND,VA23220
54-1803252 501(C)(3) 6,490       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(80) ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACE
MEMPHIS,TN38105
62-0646012 501(C)(3) 13,074       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(81) SUSAN G KOMEN FOR THE CURE CENTRAL VIRGINIA AFFILIATE
1403 JOHNSTON WILLIS DRIVE
RICHMOND,VA23235
75-2844659 501(C)(3) 5,267       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(82) THE ARC OF HANOVER
112 A THOMPSON STREET
ASHLAND,VA23005
54-0975872 501(C)(3) 33,781       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(83) THE COMMUNITY FOUNDATION SERVING RICHMOND AND CENTRAL VIRGINIA
7501 BOULDERS VIEW DRIVE 110
RICHMOND,VA23225
23-7009135 501(C)(3) 14,600       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(84) THE DOORWAYS HOSPITAL HOSPITALITY HOUSE OF RICHMOND
612 EAST MARSHALL STREET
RICHMOND,VA23219
54-1240348 501(C)(3) 8,142       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(85) THE GREATER RICHMOND ARC
3600 SAUNDERS AVENUE
RICHMOND,VA23227
54-0629691 501(C)(3) 74,102       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(86) THE HEALING PLACE
700 DINWIDDIE AVENUE
RICHMOND,VA23224
31-1770517 501(C)(3) 14,993       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(87) THE VIRGINIA HOME
1101 HAMPTON STREET
RICHMOND,VA23220
54-0577900 501(C)(3) 9,176       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(88) UNITED WAY OF GREATER ROCHESTER INC
75 COLLEGE AVENUE
ROCHESTER,NY14607
16-1015782 501(C)(3) 5,000       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(89) UNITED WAY OF HOPEWELL-PRINCE GEORGE
210 NORTH SECOND AVENUE
HOPEWELL,VA23860
54-1019535 501(C)(3) 10,807       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(90) UNITED WAY OF SOUTH HAMPTON ROADS
2515 WALMER AVENUE
NORFOLK,VA23541
54-0506322 501(C)(3) 8,112       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(91) VESSELS OF MERCY INTERNATIONAL INC
12081 GAYTON ROAD
HENRICO,VA23238
03-0404068 501(C)(3) 6,550       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(92) VIRGINIA HOME FOR BOYS AND GIRLS
8716 WEST BROAD STREET
RICHMOND,VA23294
54-0506330 501(C)(3) 18,136       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(93) VIRGINIA LEAGUE FOR PLANNED PARENTHOOD
201 NORTH HAMILTON STREET
RICHMOND,VA23221
54-0505973 501(C)(3) 13,803       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(94) VIRGINIA MENTORING PARTNERSHIP
2500 WEST BROAD STREET 3RD FLOOR
RICHMOND,VA23220
54-1814823 501(C)(3) 25,000       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(95) VIRGINIA REPERTORY THEATRE
WEST BROAD STREET
RICHMOND,VA23220
51-0159357 501(C)(3) 6,200       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(96) VIRGINIA SUPPORTIVE HOUSING
5008 MONUMENT AVENUE 200
RICHMOND,VA23230
54-1444564 501(C)(3) 100,000       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(97) VIRGINIA VOICE
395 AZALEA AVENUE
RICHMOND,VA23227
54-1076238 501(C)(3) 11,131       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(98) VIRGINIAFIRST
8177 MECHANICSVILLE TURNPIKE
MECHANICSVILLE,VA23111
20-8081778 501(C)(3) 10,000       DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(99) YMCA OF GREATER RICHMOND
2 WEST FRANKLIN STREET 2ND FLOOR
RICHMOND,VA23220
54-0505986 501(C)(3) 202,444       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
(100) YWCA OF RICHMOND
6 NORTH 5TH STREET
RICHMOND,VA23219
54-0506493 501(C)(3) 350,699       UW DIRECTED ALLOCATIONS AND DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
99
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2015

Schedule I (Form 990) 2015
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
non-cash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of non-cash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: UNITED WAY WORKS TO ENSURE THAT ALLOCATED GRANT DOLLARS ARE USED TO ADDRESS OUR MOST PRESSING NEEDS AND TO MAKE THE GREATEST DIFFERENCE. THE COMMUNITY ACTION FUND IS THE POOL OF UNDESIGNATED DOLLARS MADE POSSIBLE THROUGH GENEROUS INVESTMENTS FROM INDIVIDUALS AND COMPANIES. THIS FUND SUPPORTS THE BEST PACKAGE OF HUMAN SERVICE PROGRAMS AVAILABLE IN THE REGION. EXPERIENCED COMMUNITY VOLUNTEERS WORK TOGETHER TO UNDERSTAND THE NEEDS IN THE COMMUNITY AND INVEST IN THE BEST PROGRAMS TO SOLVE THOSE ISSUES. THEY SET DIRECTION WITH A VISION AND COMMUNITY GOALS THAT THEY WISH TO ACHIEVE. THESE VOLUNTEERS WORKING TOGETHER IN ACTION COUNCILS ANALYZE DATA, STUDY RESEARCH, AGREE ON A NECESSARY ARRAY OF SERVICES AND THEN SET PRIORITIES FOR UNITED WAY FUNDING. EACH FUNDED PROGRAM AND PROJECT IS REQUIRED TO MEASURE ITS OUTCOMES. THE ACTION COUNCILS AND STAFF WORK YEAR-ROUND TO ENSURE THAT EACH PROGRAM FUNDED THROUGH COMMUNITY ACTION IS MONITORED, EVALUATED AND MEASURED FOR EFFECTIVENESS. BY DOING THIS, UNITED WAY AND THE COMMUNITY ARE BUILDING A SYSTEM OF CARE THAT PRODUCES LASTING CHANGE AND RESULTS YOU CAN SEE. IN ADDITION TO DIRECTING CONTRIBUTIONS TO PROGRAMS AND INITIATIVES THAT MAKE AN IMPACT, UNITED WAY FOSTERS LOCAL PHILANTHROPY BY PROVIDING AN OPTION FOR DONORS TO DESIGNATE THEIR GIVING TO SPECIFIED ELIGIBLE ORGANIZATIONS. UNITED WAY COLLECTS AND DISTRIBUTES THESE DONOR-RESTRICTED GIFTS TO ALMOST 500 ORGANIZATIONS. THIS SERVICE PROVIDES THOUSANDS OF DONORS AN EFFICIENT AND COST-EFFECTIVE MEANS TO GIVE BACK TO CHARITIES OF THEIR CHOICE. THE ENTITIES THAT RECEIVED $5,000 OR MORE ARE LISTED ABOVE.
Schedule I (Form 990) 2015



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
UNITED WAY OF GREATER RICHMOND
& PETERSBURG
Employer identification number

23-7375346
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization?
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization?
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column(B) reported as deferred on prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2015
Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
UNITED WAY OF GREATER RICHMOND
& PETERSBURG
Employer identification number

23-7375346
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 28 177,896 NY STOCK EXCHANGE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
 
No
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2015)
Schedule M (Form 990) (2015)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M (Form 990) (2015)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
UNITED WAY OF GREATER RICHMOND
& PETERSBURG
Employer identification number

23-7375346
Return Reference Explanation
FORM 990, PART I, LINE 1: MISSION STATEMENT UNITED WAY OF GREATER RICHMOND AND PETERSBURG EXISTS TO MOBILIZE PEOPLE, MULTIPLY INVESTMENTS, AND MAXIMIZE OPPORTUNITIES SO PEOPLE LEARN MORE, EARN MORE AND LEAD SAFE AND HEALTHY LIVES. UNITED WAY OF GREATER RICHMOND & PETERSBURG BUILDS A MORE PROSPEROUS AND RESILIENT COMMUNITY BY UNITING CITIZENS TO MEET OUR GREATEST HUMAN CHALLENGES. AS AN ORGANIZATION DEDICATED TO COMMUNITY CHANGE, WE TAKE A SYSTEMS APPROACH TO BUILDING A GREAT REGION BY ADDRESSING THE ISSUES THAT IMPERIL LIFE-LONG WELL-BEING THROUGHOUT OUR DIVERSE REGION. IN 2015, MORE THAN 96,000 PEOPLE IN OUR COMMUNITY FOUND THE HELP, INFORMATION AND GUIDANCE TO IMPROVE THEIR LIVES AND MORE THAN 23,000 PEOPLE GAVE, ADVOCATED OR VOLUNTEERED THROUGH UNITED WAY TO MAKE THIS POSSIBLE. LEARNING. LEADING. UNITING. AS OUR REGION'S LEADER IN COMMUNITY CHANGE, UNITED WAY IDENTIFIED MANY YEARS AGO THE ESSENTIAL BUILDING BLOCKS OF LIFELONG WELL-BEING: EDUCATION, INCOME, AND HEALTH. THROUGHOUT THE YEARS, CREATING MORE ROBUST SYSTEMS TO ADDRESS ROOT CAUSES TO HUMAN DIFFICULTIES AND ESTABLISH PATHWAYS TO LONG-TERM SOLUTIONS USING THE MOST ADVANCED RESEARCH-INFORMED PRACTICES AND METHODOLOGIES HAS ALLOWED UNITED WAY OF GREATER RICHMOND & PETERSBURG TO MAKE LASTING CHANGE FOR INDIVIDUALS AND FOR THE REGION. THE DISTINCTIVE UNITED WAY APPROACH THAT BRINGS THE TALENTS, TIME AND TREASURE OF ALL PEOPLE - BUSINESSES, COMMUNITY LEADERS, COMMUNITY MEMBERS, NON-PROFITS, GOVERNMENTS - ENSURES OUR REGIONAL RESOURCES ARE PUT TO THEIR HIGHEST USE TO BENEFIT US ALL. LISTENING AND UNDERSTANDING FIRST - THE ANNUAL UNITED WAY INDICATORS OF COMMUNITY STRENGTHS REPORT IS ONE EXAMPLE OF HOW UNITED WAY BOLSTERS OUR REGION'S RESOURCES TO MEET OUR NEEDS AND LEVERAGE OUR STRENGTHS TO ENSURE THE HIGHEST LEVEL IMPACT AND GREATEST IMPROVEMENTS. THIS REPORT IDENTIFIES AND TRACKS CHANGES IN OUR COMMUNITY'S WELL-BEING AND DEMOGRAPHICS, IDENTIFYING CHANGES OVER TIME AND THE EMERGING TRENDS THAT CALL UPON US TO CREATE NEW RESPONSES. THE IN-DEPTH AND BROAD NATURE OF THIS REPORT MAKES IT PERHAPS THE MOST ESSENTIAL REGIONAL RESOURCE FOR HUMAN SERVICE PLANNING, PROGRAM DESIGN, AND FUNDING DECISIONS AMONG NONPROFITS AND FOUNDATIONS AND AN IRREPLACEABLE SOURCE OF KNOWLEDGE. BRINGING KNOWLEDGE TO NEED - UNITING TO ACHIEVE PROGRESS - GROUNDED IN THE REGIONAL KNOWLEDGE SUPPLIED BY THE INDICTORS REPORT AND INFORMED BY LEADING RESEARCH AND PRACTICES, UNITED WAY PUTS THESE TWO SETS OF UNDERSTANDING INTO ACTION ON BEHALF OF OUR GREATER COMMUNITY GOOD. SYSTEMS-LEVEL CHANGE AND MEETING BROAD BASED NEEDS TAKES AN INFORMED, EQUIPPED AND COORDINATED VILLAGE. TO THIS END, UNITED WAY TAKES A HOLISTIC SERVICES APPROACH, STRENGTHENING THE CAPACITIES OF NONPROFITS ACROSS THE REGION AS A FUNDER, AN EXPERT RESOURCE, AND AS A PARTNER. IN 2015, UNITED WAY INVESTED MORE THAN $6 MILLION TO DIRECTLY CREATE BETTER LIVES, STRONGER FAMILIES AND BUILD SUSTAINABLE COMMUNITY WELL-BEING. BEGINNING WITH IDENTIFYING A DATA AND BEST PRACTICE-INFORMED REGIONAL STRATEGY FOR COMMUNITY WELL-BEING, UNITED WAY LEVERAGES OUR REGION'S HUMAN SERVICE AREAS OF EXCELLENCE THROUGH ESTABLISHING COMMUNITY PARTNERSHIPS FOR STRATEGIC CHANGE AND PROVIDING UNITED WAY EXPERTISE TO ENSURE THE BEST OUTCOMES FOR OUR HIGHEST NEEDS AND EXPONENTIALLY INCREASING THE OUTCOMES OF OUR INDIVIDUAL EFFORTS. THE $4.2 MILLION IN UNITED WAY DIRECT FUNDING TO NON-PROFITS WITH TRACK RECORDS IN ACHIEVING BEST OUTCOMES OR INNOVATING TO MEET CHANGING HUMAN AND SOCIAL NEEDS ESTABLISHES A STABLE FOUNDATION FOR THE LIFE-CHANGING WORK HAPPENING EVERY DAY THROUGHOUT OUR REGION. THIS FUNDED GROUP OF UNITED WAY PARTNER AGENCIES ARE THE CORE OF STRENGTHENING THE COMMUNITY. AS A RESULT, IN THE 2015-16 FUNDING YEAR, UNITED WAY AND ITS PARTNERS, ALONG WITH THE FAMILIES, ORGANIZATIONS AND PEOPLES THEY SERVE, TOGETHER ACCOMPLISHED THE FOLLOWING SUSTAINABLE COMMUNITY CHANGES: FAMILY HEALTH & WELL-BEING - CREATING ENVIRONMENTS IN WHICH CHILDREN ARE SAFE, THRIVE AND ALL MEMBERS LIFE HAPPIER, MORE CONNECTED LIVES. * 100% OF FAMILIES ENROLLED IN HOME VISITING FOR 6 MONTHS OR MORE WERE FREE OF CHILD ABUSE AND NEGLECT. * 85% OF CHILDREN WERE KINDERGARTEN-READY AFTER PARTICIPATING IN UNITED WAY-FUNDED PREPARATORY PROGRAMS. * NEARLY 900 PARENTS TOOK PART IN PARENTAL EDUCATION PROGRAMS TO CREATE SAFER, HEALTHIER, HAPPIER LIVES AND HOMES. * 100% OF PARENTS PARTICIPATING IN INTERVENTION PROGRAMS DEMONSTRATED EFFECTIVE PARENTING TECHNIQUES AND HAD IMPROVED PARENTING CONFIDENCE, A CORE ELEMENT TO SOUND, HEALTHY HOME ENVIRONMENTS. RESILIENT YOUTHS - PREPARING OUR YOUNGEST COMMUNITY MEMBERS TO RECOVER FROM TRAUMA, BUILD STRONG RELATIONSHIPS, AND THRIVE NOW AND THROUGHOUT LIFE. * 1,522 YOUNG PEOPLE ESTABLISHED A POSITIVE, MENTORING RELATIONSHIP WITH AN ADULT, THE MOST-EFFECTIVE WAY TO MOVE YOUTH FROM RISK TO SUCCESS. * NEARLY 3,000 YOUTH DEVELOPED THE SOCIAL AND EMOTIONAL SKILLS, INCLUDING SELF-MONITORING, EMPATHY, AND CONFIDENCE, THAT BUILD CHARACTER AND ENABLE THEM TO RELATE TO OTHERS IN POSITIVE, HEALTHY WAYS. THESE SKILLS LEAD TO A SAFER AND MORE COMPASSIONATE SCHOOLS, FAMILIES, AND COMMUNITIES. * NEARLY 4,000 YOUNG PEOPLE RECEIVED CRITICAL MENTAL HEALTH COUNSELING TO RESTORE THEIR MENTAL WELL-BEING. * IN PARTNERSHIP WITH VIRGINIA COMMONWEALTH UNIVERSITY, UNITED WAY 52 PROGRAMMATIC PARTNERS DEVELOP THE CAPACITIES, SKILLS, AND PROCESSES TO BETTER RESPOND TO YOUTH CHALLENGES AND NEEDS EVERY DAY, ENSURING MORE THAN 4,000 OF OUR YOUNG PEOPLE HAVE THE HIGHEST QUALITY HELP AND SUPPORT AVAILABLE. SUCCESSFUL STARTS - ENSURING ONE OF THE BEST PREDICTORS OF LIFE-LONG FINANCIAL WELL-BEING - HIGH SCHOOL GRADUATION - IS IN THE REACH AND ACHIEVED BY EVERY CHILD IN OUR REGION. * OVER 2,000 STUDENTS RECEIVED ACADEMIC SKILLS DEVELOPMENT AND EDUCATIONAL SERVICES TO BOLSTER HIGH SCHOOL GRADUATION. * NEARLY 8,000 PETERSBURG STUDENTS TOOK PART IN THE PETERSBURG TEEN PREGNANCY PREVENTION PROGRAM. SINCE THE PROGRAM BEGAN IN 2007, TEEN PREGNANCIES IN PETERSBURG HAVE DROPPED MORE THAN 50%. SUSTAINABLE HOUSEHOLD FINANCIAL STABILITY - MORE THAN 25% OF RICHMOND-PETERSBURG REGION'S HOUSEHOLDS STRUGGLE ECONOMICALLY; 45% OF CHILDREN UNDER 5 LIVE IN POVERTY. WE BELIEVE STRONGER COMMUNITIES HAPPEN WHEN PEOPLE ARE FINANCIALLY SECURE. SAFE, AFFORDABLE HOUSING - A HOME - AND SAVINGS AND BANK ACCOUNTS ARE TWO IMPORTANT, AND AT RISK, ELEMENTS OF THIS EQUATION. OUR APPROACH: EMPOWER FAMILIES AND INDIVIDUALS WITH SIMPLE WAYS TO IMMEDIATELY BUILD FINANCIAL STRENGTH WITH ACCESS TO AFFORDABLE HOUSING AND BANKING AND OPPORTUNITIES TO GROW THEIR FINANCIAL COMPETENCY. * IN 2015, UNITED WAY'S METROCASH PROGRAM LEVERAGED THE POWER OF VOLUNTEERS TO HELP 3,277 HOUSEHOLDS FILE THEIR TAXES FOR FREE. A HOUSEHOLD SAVING OF NEARLY $656,000 IN TAX PREPARATION FEES (ASSUMING $200 AVERAGE FEE), THE PROGRAM RESULTED IN OVER $3,000,000 IN FEDERAL REFUNDS AND $898,971 IN EARNED INCOME TAX CREDIT REFUNDS RETURNING TO WORKERS AND OUR COMMUNITY. * 1,693 INDIVIDUALS RECEIVED JOB TRAINING AND SEARCHING ASSISTANCE, MAKING LONG-TERM ECONOMIC STABILITY A MORE VIABLE OUTCOME. * 1,857 FAMILIES WERE HELPED WITH RAPID-REHOUSING, PERMANENT AND OTHER HOUSING SUPPORTS. * 100% OF INDIVIDUALS ACCESSING UNITED WAY-FUNDED PERMANENT SUPPORTIVE HOUSING MAINTAINED THAT HOUSING FOR AT LEAST ONE YEAR. * UNITED WAY LEVERAGED $191,000 IN EMERGENCY FOOD AND SHELTER PROGRAM FUNDING THAT PROVIDED EMERGENCY HOUSING AND UTILITY ASSISTANCE TO 1,557 HOUSEHOLDS * 100% OF FINANCIAL TRAINING PROGRAM PARTICIPANTS ESTABLISHED BANK ACCOUNTS, A PROVEN WAY TO RETAIN INCOME AND BUILD SAVINGS FOR FUTURE COSTS AND EMERGENCIES. HEALTHY PRESENT GROWING TO LIFELONG WELL-BEING - ACCESS TO HEALTH CARE AND STRONG COMMUNITY AND PERSONAL TIES ARE ESSENTIAL TO PHYSICAL HEALTH AND LIFELONG WELL-BEING. OLDER ADULTS, PEOPLE WITH DISABILITIES, AND INDIVIDUALS AND FAMILIES THAT HAVE NO OR LITTLE INSURANCE SUFFER GREATER CONSEQUENCES TO EVERYDAY AND SERIOUS ILLNESSES OR INJURIES. VALUING THE LIFE AND WELL-BEING OF ALL OUR COMMUNITY'S MEMBERS, UNITED WAY IS COMMITTED TO A CONNECTED AND HEALTHY REGION, WHICH CAN BE ACHIEVED WITH ACCESS TO AFFORDABLE AND REGULAR HEALTH CARE AND STRONG RELATIONSHIPS ACROSS THE LIFESPAN. IN 2015, UNITED WAY-FUNDED PROGRAMS ENSURED * 9,246 INDIVIDUALS WERE GRANTED ACCESS TO AFFORDABLE, QUALITY HEALTH CARE. * 5,100 INDIVIDUALS RECEIVED EDUCATION AND ASSISTANCE WITH MANAGING AND MAINTAINING THEIR HEALTH AND WELLNESS. * 2,369 OLDER ADULTS OR PEOPLE WITH DISABILITIES RECEIVED COMMUNITY-BASED SERVICES SUCH AS ADULT DAY CARE, HOME-DELIVERED MEALS, PERSONAL CARE, OR RESPITE SERVICES. * 4,551 DEEPENED THEIR SOCIAL SUPPORTS TO ADVANCE POSITIVE, HEALTHY AGING
FORM 990, PART VI, SECTION A, LINE 2 MARK HOUSEHOLDER IS AN EXECUTIVE WITH THE PRINCIPAL FINANCIAL GROUP WHICH MANAGES THE ORGANIZATION'S PENSION PLAN. BRENDA L. SKIDMORE IS EMPLOYED BY SUNTRUST BANK, WHICH IS THE BANKING INSTITUTION OF THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11 THE DRAFT OF THE FORM 990 IS PROPOSED TO THE AUDIT COMMITTEE BY MANAGEMENT. ONCE THE AUDIT COMMITTEE APPROVES IT, THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW. AFTER REVIEW BY THE BOARD OF DIRECTORS, THE FORM 990 IS FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C UNITED WAY'S CONFLICT OF INTEREST POLICY IS GIVEN TO ALL NEW EMPLOYEES AND DIRECTORS DURING THEIR ORIENTATION. THEY ARE REQUIRED TO SIGN THE POLICY ACKNOWLEDGING THAT THEY RECEIVED IT. BOTH THE DIRECTORS AND EMPLOYEES ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY WHICH IS REGULARLY AND CONSISTENTLY MONITORED AND ENFORCED FOR BOTH DIRECTORS AND EMPLOYEES.
FORM 990, PART VI, SECTION B, LINE 15 BOARD OF DIRECTORS LEADERSHIP DETERMINES THE CEO'S AND OTHER KEY EMPLOYEES' COMPENSATION. THE CEO AND OTHER KEY EMPLOYEE COMPENSATION IS REVIEWED ANNUALLY. THIS COMMITTEE REVIEWS MARKET DATA TO ENSURE THAT THE COMPENSATION LEVELS ARE IN LINE WITH THE MARKET AND OTHER SIMILAR ORGANIZATIONS. THE ORGANIZATION ALSO HAS AN INDEPENDENT COMPENSATION STUDY PERFORMED EVERY THREE TO FIVE YEARS.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015


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