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Nonprofiteer
← UNITED WAY OF ROCKBRIDGE INC

Form 990 for tax year 2024

Filed by UNITED WAY OF ROCKBRIDGE INC.

Totals

Total revenue
$181,001
Total expenses
$188,021
Contributions and grants received
$176,490
Grants paid
$101,300
Program service revenue
$0
Investment income
$4,511
Other revenue
$0
Total assets, end of year
$165,799
Total liabilities, end of year
$4,147
Net assets or fund balances, end of year
$161,652
Program services expenses (Part IX)
$130,410
Management and general expenses
$49,987
Fundraising expenses
$7,624
Program service expenses (Part III)
$130,410

Program services were 69.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $176,490

  • 3 · Investment income

    total $863 · excluded $863

  • 7a · Gross sales of assets other than inventory

    securities $81,528

  • 7b · Less cost or other basis and sales expenses

    securities $77,880

  • 7c · Gain or loss

    securities $3,648

  • 7d · Net gain or loss

    total $3,648 · excluded $3,648

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $101,300 · program services $101,300

  • 5 · Compensation of officers, directors and key employees

    total $38,000 · program services $11,400 · management and general $22,800 · fundraising $3,800

  • 10 · Payroll taxes

    total $2,907 · program services $872 · management and general $1,744 · fundraising $291

  • 11g · Fees: other

    total $5,314 · management and general $5,314

  • 12 · Advertising and promotion

    total $128 · fundraising $128

  • 13 · Office expenses

    total $728 · management and general $728

  • 14 · Information technology

    total $5,437 · management and general $5,437

  • 16 · Occupancy

    total $9,100 · program services $2,730 · management and general $5,460 · fundraising $910

  • 19 · Conferences, conventions and meetings

    total $359 · program services $359

  • 21 · Payments to affiliates

    total $1,788 · fundraising $1,788

  • 22 · Depreciation, depletion and amortization

    total $276 · program services $83 · management and general $165 · fundraising $28

  • 23 · Insurance

    total $2,905 · program services $872 · management and general $1,743 · fundraising $290

  • 24a · Other expenses: OTHER PROGRAM EXPENSES

    total $12,168 · program services $12,168

  • 24b · Other expenses: MISCELLANEOUS

    total $3,851 · management and general $3,672 · fundraising $179

  • 24c · Other expenses: TELEPHONE & INTERNET

    total $1,027 · program services $308 · management and general $616 · fundraising $103

  • 24d · Other expenses: PRINTING & REPRODUCTION

    total $845 · management and general $845

  • 24e · All other expenses

    total $1,888 · program services $318 · management and general $1,463 · fundraising $107

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $57,907 · end of year $80,392

  • 2 · Savings and temporary cash investments

    beginning of year $17,928 · end of year $83,320

  • 3 · Pledges and grants receivable

    beginning of year $16,862

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,148 · end of year $1,175

  • 10a · Land, buildings and equipment: cost or other basis

    $1,933

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,521

  • 10c · Land, buildings and equipment, net

    beginning of year $688 · end of year $412

  • 11 · Investments: publicly traded securities

    beginning of year $24,911

  • 12 · Investments: other securities

    beginning of year $52,492

  • 15 · Other assets

    beginning of year $500 · end of year $500

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,764 · end of year $4,147

  • 27 · Net assets without donor restrictions

    beginning of year $149,039 · end of year $143,399

  • 28 · Net assets with donor restrictions

    beginning of year $19,633 · end of year $18,253

Mission and programs · 2024

Mission

TO TAKE A LEADERSHIP ROLE IN IMPROVING THE QUALITY OF LIFE OF PEOPLE IN ROCKBRIDGE COUNTY, VIRGINIA BY ASSESSING NEEDS, RAISING AND ALLOCATING FUNDS, AND ENSURING THE APPROPRIATE USE OF THOSE RESOURCES.

Activities or mission (Part I)

GRANT ASSISTANCE TO HUMAN SERVICE PROGRAMS IN ROCKBRIDGE COUNTY, VIRGINIA

  • 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

    Expenses $125,076 · Grants $101,300

  • 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

    Expenses $5,334

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Roger Crockett

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0

  • Liz Elizondo Schroepfer

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0

  • Mike Smitka

    TREASURER & SECRETARY

    Total calculated
    $0
    Hours/week
    0

  • Lyn Dent

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Pat Hugg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Rev McKinley A Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Daniel Dickman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Melissa Sayre

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Gypsy Rogers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Jennifer Dent

    EXECUTIVE DIRECTOR

    Total calculated
    $38,000
    From this org
    $38,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    35

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202543189349307079

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