Civic Intelligence

Halifax United Way Inc

EIN 54-0621417 • 501(c)3 • Halifax, VA

Profile

To solicit and collect contributions from the general public to support member agencies.

PO Box 709Halifax, VA 24592

www.halifaxunitedway.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

69th percentile

0.01x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

21st percentile

-24%

Higher net margin than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

96th percentile

$38,585

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 50.7% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

52nd percentile

-0.7%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

46th percentile

-4.0%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$235,543

Down $1,542 (-0.7%) from 2012

Liabilities

Down

$938

Down $288 (-23%) from 2012

Net Assets

Down

$234,605

Down $1,254 (-0.5%) from 2012

Operations
Liabilities / Revenue69th percentileNet Margin21st percentile

Revenue

Down

$76,174

Down $3,149 (-4.0%) from 2012

Expenses

Down

$94,101

Down $58,418 (-38%) from 2012

Net Income

Up

-$17,927

Up $55,269 (+76%) from 2012

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2010: $350,391Liabilities 2010: $1,348Net Assets 2010: $349,0432010Assets 2011: $295,126Liabilities 2011: $1,228Net Assets 2011: $293,8982011Assets 2012: $237,085Liabilities 2012: $1,226Net Assets 2012: $235,8592012Assets 2013: $235,543Liabilities 2013: $938Net Assets 2013: $234,6052013

Highlighted filing

2013

Assets$235,543
Liabilities$938
Net Assets$234,605
Open 2013 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2010: $69,676Expenses 2010: $109,276Net Income 2010: -$39,6002010Revenue 2011: $92,547Expenses 2011: $142,554Net Income 2011: -$50,0072011Revenue 2012: $79,323Expenses 2012: $152,519Net Income 2012: -$73,1962012Revenue 2013: $76,174Expenses 2013: $94,101Net Income 2013: -$17,9272013

Highlighted filing

2013

Revenue$76,174
Expenses$94,101
Net Income-$17,927
Open 2013 Filing

Filings

Most recent year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$235,543
Liabilities
$938
Net assets
$234,605
Revenue
$76,174
Expenses
$94,101
Net income
-$17,927
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Detailed filing. Detailed filing data is available for this year.$2.36$0.01$2.35$0.76$0.94$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.37$0.01$2.36$0.79$1.53$0.73
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$0.01$2.94$0.93$1.43$0.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.50$0.01$3.49$0.70$1.09$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 7, 2014
Return Version
2013v3.1
Gross Receipts
$76,174
Mission and Program Overview

Mission

To solicit and collect contributions from the general public to support member agencies.

Program Services

DescriptionGrantsExpenses
DISTRIBUTE CONTRIBUTIONS TO THIRTEEN MEMBER ORGANIZATIONS WHICH BENEFIT THE GENERAL PUBLIC.$20,705-
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEWELL MEDLEYExecutive DirecFT$38,585-$38,585
LINDA VAUGHNBoard Member-$0--
DAVID DAYBoard Member-$0--
PATRICIA TAYLORChairman-$0--
DEAN JONESBoard Member-$0--
SCOTT E BROWNVice Chairman-$0--
LISA FRANCISCOBoard Member-$0--
BETTY GUYBoard Member-$0--
AVARIS TERRYSecretary-$0--
DETRICK EASLEYBoard Member-$0--
KIMBERLY PRIESTTreasurer-$0--
Filing and Contact Details

Filer

EIN
54-0621417
Phone
4345176161

Signing Officer

Name
Jewell Medley
Title
Executive Direc
Signed
2014-05-07
Discuss with paid preparer
Yes

Preparer

Preparer
Kelly S Phillips
Phone
4345724933
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $869”

Other Expenses.1005

“Travel $1386”

Other Expenses.1007

“Conferences, Conventions, and Meetings $799”

Other Expenses.1012

“Insurance $2167”

Other Expenses.1

“SUPPLIES $4840”

Other Expenses.2

“CRISIS ASSISTANCE $1780”

Other Expenses.3

“Telephone $1728”

Other Expenses.5

“Dues & subscriptions $1402”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $1226 Accounts Payable and Accrued Expenses - Ending $938”

Raw XML Appendix189 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum04345176161
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 709
IRS990EZ/BooksInCareOfDetail/USAddress/City0SOUTH BOSTON
IRS990EZ/BooksInCareOfDetail/USAddress/State0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode024592
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0237085
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0235543
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt068344
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17927
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03262
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0237085
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt018925
IRS990EZ/GrossReceiptsAmt076174
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/InvestmentIncomeAmt07830
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0235859
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0234605
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0235859
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0234605
IRS990EZ/OccupancyRentUtltsAndMaintAmt08016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt838585
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LINDA VAUGHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID DAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PATRICIA TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEAN JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SCOTT E BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LISA FRANCISCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BETTY GUY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7AVARIS TERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JEWELL MEDLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DETRICK EASLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KIMBERLY PRIEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Executive Direc
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt016673
IRS990EZ/OtherExpensesTotalAmt014971
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SOLICIT AND COLLECT CONTRIBUTIONS FROM THE GENERAL PUBLIC TO SUPPORT MEMBER AGENCIES.
IRS990EZ/PrintingPublicationsPostageAmt01888
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DISTRIBUTE CONTRIBUTIONS TO THIRTEEN MEMBER ORGANIZATIONS WHICH BENEFIT THE GENERAL PUBLIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020705
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt047039
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01226
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0938
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt094101
IRS990EZ/TotalProgramServiceExpensesAmt020705
IRS990EZ/TotalRevenueAmt076174
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HALIFAXUNITEDWAY.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt068344
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt072645
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt085500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt064681
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt076872
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0368042
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07830
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06678
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07047
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05073
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt031623
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92090
IRS990ScheduleA/PublicSupportPY170Pct00.90860
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IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt068344
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt072645
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt085500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt064681
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt076872
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0368042
IRS990ScheduleA/TotalSupportAmt0399665
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $869
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $1386
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $799
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $2167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES $4840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CRISIS ASSISTANCE $1780
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Telephone $1728
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DUES & SUBSCRIPTIONS $1402
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Payable and Accrued Expenses - Beginning $1226 Accounts Payable and Accrued Expenses - Ending $938
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1001
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEWELL MEDLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10HALIFAX UNITED WAY INC
ReturnHeader/Filer/BusinessNameControlTxt0HALI
ReturnHeader/Filer/EIN0540621417
ReturnHeader/Filer/PhoneNum04345176161
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 709
ReturnHeader/Filer/USAddress/City0SOUTH BOSTON
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode024592
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Burnett & Sneed CPAs LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO Box 680
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0South Boston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode024592
ReturnHeader/PreparerPersonGrp/PhoneNum04345724933
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY S PHILLIPS
ReturnHeader/ReturnTs02014-05-09T11:50:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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