United Way Of Rockbridge Inc
- Assets
- $415.8k
- Revenue
- $220.2k
- Investments
- $137.1k
- Employees
- 2
- Location
- Lexington, VA
- Founding
- 11/1950
- Data as of
- 12/2021
- EIN
- 54-0506318
Organization Overview
United Way Of Rockbridge Inc is located in Lexington, VA. The organization was established in 1950. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2021, United Way Of Rockbridge Inc employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of Rockbridge Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, United Way Of Rockbridge Inc generated $220.2k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (0.7%) each year. All expenses for the organization totaled $335.3k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, United Way Of Rockbridge Inc has awarded 84 individual grants totaling $1,238,054. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
GRANT ASSISTANCE TO HUMAN SERVICE PROGRAMS IN ROCKBRIDGE COUNTY, VIRGINIA
Describe the Organization's Program Activity:
Part 3 - Line 4a
FUNDS RAISED ARE ALLOCATED TO AGENCIES THAT SUBMIT APPLICATIONS THAT ARE REVIEWED ANNUALLY BY COMMUNITY MEMBERS FUNCTIONING AS THE UWR ALLOCATIONS COMMITTEE. UWR ALSO SUPPORTS SPECIAL PROJECTS AND PROGRAMS. CURRENT PARTNER AGENCIES AND PROGRAMS INCLUDE:YOUTH AND FAMILIES: CAMPUS KITCHEN SCHOOL BACKPACK AND MOBILE FOOD PANTRY, COURT APPOINTED SPECIAL ADVOCATES FOR CHILDREN (CASA), ROCKBRIDGE REGIONAL LIBRARY, ROCKBRIDGE AREA YMCA, YELLOW BRICK ROAD EARLY LEARNING CENTERSAFETY NET: COMMUNITY TABLE, MEALS FOR SHUT-INS, NATURAL BRIDGE/GLASGOW FOOD PANTRY, ROCKBRIDGE AREA HEALTH CENTER, ROCKBRIDGE AREA RELIEF ASSOCIATION, ROCKBRIDGE AREA TRANSPORTATION SYSTEMSPECIAL NEEDS: BLUE RIDGE AUTISM & ACHIEVEMENT CENTER, BLUE RIDGE LEGAL SERVICES, THE COFFEE HOUSE FOR DISABLED ADULTS, ROCKBRIDGE AREA OCCUPATIONAL CENTER, THE TALKING BOOK CENTER, VALLEY PROGRAM FOR AGING SERVICES
READING AND BOOK DISTRIBUTION PROGRAM FUNDED WITH CONTRIBUTIONS THAT ARE RESTRICTED SPECIFICALLY BY THE DONORS FOR THAT PURPOSE, ARE NOT A PART OF THE REGULAR FEDERATED FUND RAISING CAMPAIGN AND ARE NOT OTHERWISE AVAILABLE FOR ALLOCATION TO MEMBER AGENCIES
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Patte Wood Executive Director | Officer | 35 | $36,699 |
Annabelle Hoover Interim Executive Director | Officer | 35 | $14,250 |
Sarah Hugg Centorino President | OfficerTrustee | 0 | $0 |
Frank Settle Vice President | OfficerTrustee | 0 | $0 |
Christian Worth Secretary | OfficerTrustee | 0 | $0 |
Mike Smitka Treasurer | OfficerTrustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $8,024 |
| All other contributions, gifts, grants, and similar amounts not included above | $206,708 |
| Noncash contributions included in lines 1a–1f | $3,010 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $214,732 |
| Total Program Service Revenue | $0 |
| Investment income | $5,371 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $23 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $220,246 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $231,100 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $50,949 |
| Compensation of current officers, directors, key employees. | $30,569 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $3,945 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $2,800 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $188 |
| Fees for services: Other | $6,204 |
| Advertising and promotion | $5,260 |
| Office expenses | $1,278 |
| Information technology | $5,529 |
| Royalties | $0 |
| Occupancy | $7,800 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $629 |
| Interest | $0 |
| Payments to affiliates | $2,923 |
| Depreciation, depletion, and amortization | $138 |
| Insurance | $2,665 |
| All other expenses | $3,902 |
| Total functional expenses | $335,310 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $112,127 |
| Savings and temporary cash investments | $27,456 |
| Pledges and grants receivable | $49,563 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $2,010 |
| Net Land, buildings, and equipment | $1,240 |
| Investments—publicly traded securities | $85,759 |
| Investments—other securities | $137,136 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $500 |
| Total assets | $415,791 |
| Accounts payable and accrued expenses | $2,281 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $2,281 |
| Net assets without donor restrictions | $394,316 |
| Net assets with donor restrictions | $19,194 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $415,791 |
Grants Awarded
Over the last fiscal year, United Way Of Rockbridge Inc has awarded $146,500 in support to 9 organizations.
| Grant Recipient | Amount |
|---|---|
Lexington, VA PURPOSE: HELP PROVIDE EMERGENCY AID, INCLUDING UTILITIES, RENT, SHELTER, ESSENTIAL TRANSPORTATION, HEATING FUELS AND MEDICATIONS, TO LOCAL HOUSEHOLDS. HELP DISTIRBUTE FOOD FROM THE FOOD PANTRY. | $38,000 |
Lexington, VA PURPOSE: GENERAL SUPPORT | $30,000 |
PURPOSE: GENERAL SUPPORT | $15,000 |
Waynesboro, VA PURPOSE: GENERAL SUPPORT | $14,500 |
Lexington, VA PURPOSE: GENERAL SUPPORT | $13,500 |
Harrisonburg, VA PURPOSE: PROVIDE LEGAL SERVICES TO LOW-INCOME INDIVIDUALS | $12,500 |
Grants Recieved
Over the last fiscal year, we have identified 4 grants that United Way Of Rockbridge Inc has recieved totaling $32,956.
| Awarding Organization | Amount |
|---|---|
American Endowment Foundation Hudson, OH PURPOSE: PHILANTHROPY | $25,000 |
The Community Foundation Inc Richmond, VA PURPOSE: GENERAL PURPOSES | $7,400 |
Truist Foundation Inc Orlando, FL PURPOSE: GENERAL OPERATING | $500 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $56 |
Endowment Analysis
| Beg. Balance | $257,248 |
| Earnings | $16,091 |
| Admin Expense | $188 |
| Net Contributions | $3,010 |
| Other Expense | $53,266 |
| Ending Balance | $222,895 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The United Way Of Central Maryland Inc Baltimore, MD | $67,768,699 | $88,763,556 |
Associated Jewish Community Federation Of Baltimore Inc Baltimore, MD | $42,735,304 | $45,612,361 |
Associated Jewish Charities Of Baltimore Baltimore, MD | $398,678,795 | $51,667,875 |
United Way Of Middle Tennessee Inc Nashville, TN | $71,875,939 | $59,642,100 |
Americas Charities Chantilly, VA | $19,664,098 | $37,274,660 |
The Jewish Federation Of Greater Washington Inc North Bethesda, MD | $260,201,202 | $41,780,933 |
United Way Of South Hampton Roads Norfolk, VA | $66,003,873 | $28,678,324 |
Metro United Way Inc Louisville, KY | $52,656,581 | $25,773,108 |
United Way Of The National Capital Area Vienna, VA | $52,010,356 | $25,572,571 |
United Way Of Greater Richmond Richmond, VA | $16,886,120 | $22,666,995 |
United Way Of Greater Charlotte Charlotte, NC | $28,665,296 | $24,251,139 |
Chc Creating Healthier Communities Alexandria, VA | $23,119,840 | $20,885,598 |