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Nonprofiteer
← RAPPAHANNOCK UNITED WAY INC

Form 990 for tax year 2023

Filed by RAPPAHANNOCK UNITED WAY INC.

Totals

Total revenue
$1,674,699
Total expenses
$1,905,082
Contributions and grants received
$1,503,394
Grants paid
$645,747
Program service revenue
$0
Investment income
$23,558
Other revenue
$147,747
Total assets, end of year
$2,355,615
Total liabilities, end of year
$548,267
Net assets or fund balances, end of year
$1,807,348
Program services expenses (Part IX)
$1,323,175
Management and general expenses
$317,707
Fundraising expenses
$264,200
Program service expenses (Part III)
$1,323,175

Program services were 69.5% 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.

  • 1a · Federated campaigns

    $276,726

  • 1c · Fundraising events

    $34,000

  • 1e · Government grants (contributions)

    $34,500

  • 1f · All other contributions, gifts and grants

    $1,158,168

  • 1g · Noncash contributions included above

    $110,000

  • 3 · Investment income

    total $23,558 · related or exempt $23,558

  • 8a · Fundraising events: gross income

    $286,081

  • 8a · Fundraising events: contributions included on line 1c

    $34,000

  • 8b · Fundraising events: direct expenses

    $138,334

  • 8c · Net income from fundraising events

    total $147,747

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $645,747 · program services $645,747

  • 5 · Compensation of officers, directors and key employees

    total $321,007 · program services $179,764 · management and general $77,041 · fundraising $64,202

  • 7 · Other salaries and wages

    total $516,580 · program services $258,344 · management and general $158,476 · fundraising $99,760

  • 9 · Other employee benefits

    total $104,314 · program services $60,521 · management and general $16,395 · fundraising $27,398

  • 10 · Payroll taxes

    total $60,361 · program services $32,810 · management and general $16,217 · fundraising $11,334

  • 11c · Fees: accounting

    total $20,850 · program services $11,518 · management and general $4,171 · fundraising $5,161

  • 11g · Fees: other

    total $539 · program services $302 · management and general $129 · fundraising $108

  • 12 · Advertising and promotion

    total $9,778 · program services $9,469 · management and general $68 · fundraising $241

  • 13 · Office expenses

    total $6,863 · program services $4,939 · management and general $367 · fundraising $1,557

  • 14 · Information technology

    total $2,414 · program services $1,338 · management and general $491 · fundraising $585

  • 16 · Occupancy

    total $20,524 · program services $11,377 · management and general $4,174 · fundraising $4,973

  • 17 · Travel

    total $8,891 · program services $7,422 · management and general $207 · fundraising $1,262

  • 19 · Conferences, conventions and meetings

    total $730 · program services $730

  • 22 · Depreciation, depletion and amortization

    total $33,164 · program services $18,187 · management and general $6,742 · fundraising $8,235

  • 23 · Insurance

    total $4,431 · program services $2,430 · management and general $901 · fundraising $1,100

  • 24a · Other expenses: SUPPLIES

    total $41,933 · program services $28,706 · management and general $2,870 · fundraising $10,357

  • 24b · Other expenses: REPAIRS AND MAINTENANCE

    total $36,706 · program services $16,920 · management and general $6,373 · fundraising $13,413

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $35,740 · program services $20,804 · management and general $9,778 · fundraising $5,158

  • 24d · Other expenses: MISCELLANEOUS

    total $13,285 · program services $4,107 · management and general $6,175 · fundraising $3,003

  • 24e · All other expenses

    total $21,225 · program services $7,740 · management and general $7,132 · fundraising $6,353

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $590,869 · end of year $631,038

  • 2 · Savings and temporary cash investments

    beginning of year $607,270 · end of year $233,438

  • 3 · Pledges and grants receivable

    beginning of year $605,211 · end of year $596,119

  • 4 · Accounts receivable

    beginning of year $635 · end of year $635

  • 9 · Prepaid expenses and deferred charges

    beginning of year $21,972 · end of year $24,159

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

    $1,379,508

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

    $543,754

  • 10c · Land, buildings and equipment, net

    beginning of year $749,348 · end of year $835,754

  • 15 · Other assets

    end of year $34,472

  • 17 · Accounts payable and accrued expenses

    beginning of year $162,325 · end of year $231,294

  • 18 · Grants payable

    beginning of year $175,249 · end of year $282,431

  • 25 · Other liabilities

    end of year $34,542

  • 27 · Net assets without donor restrictions

    beginning of year $2,065,138 · end of year $1,726,483

  • 28 · Net assets with donor restrictions

    beginning of year $172,593 · end of year $80,865

Mission and programs · 2023

Mission

IMPROVING LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY.

Activities or mission (Part I)

TO ADVANCE THE COMMON GOOD BY FOCUSING ON EDUCATION, FINANCIAL STABILITY AND HEALTHY LIVING.

  • RAPPAHANNOCK UNITED WAY (RUW) IS A NOT-FOR-PROFIT ORGANIZATION WORKING TO CREATE A COMMUNITY THAT IS HOPEFUL, RESILIENT AND SELF-SUFFICIENT BY FOCUSING ON EDUCATION, FINANCIAL STABILITY, AND HEALTHY LIVING PROGRAMS. RUW CONDUCTS AN ANNUAL FUNDRAISING CAMPAIGN WHICH SUPPORTS INTERNAL PROGRAMS DESIGNED TO HELP HOUSEHOLDS LIVING UNDER THE ALICE THRESHOLD TO BECOME SELF-SUFFICIENT AND REACH THEIR POTENTIAL. THESE PROGRAMS INCLUDE BUT ARE NOT LIMITED TO: ONE-TIME EMERGENCY FINANCIAL ASSISTANCE, FREE TAX PREPARATION AND FREE FINANCIAL COACHING. RUW ALSO SUPPORTS OUTSIDE MEMBER AGENCY PROGRAMS THAT ALIGN WITH ITS MISSION AND FOCUS AREAS BY AWARDING GRANTS. RUW SERVES THE CITY OF FREDERICKSBURG AND THE COUNTIES OF CAROLINE, KING GEORGE, SPOTSYLVANIA, AND STAFFORD.

    Expenses $645,747 · Grants $645,747

  • RUW PROGRAMS INCLUDE ALL VOLUNTEER ENGAGEMENT ACTIVITIES AND PROSPER FINANCIAL SERVICES INCLUDING ALICE FINANCIAL ASSISTANCE, TAX SERVICES, FINANCIAL COACHING, AND FINANCIAL EDUCATION.

    Expenses $677,428

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • RON HOLMES

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • CLAYTON SMITH

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • BROOKE MILLER

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • SEAN BARDEN

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • EDWARD ALLISON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KYLE ALLWINE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LAWRENCE ANDREWS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRITTANY CHIANG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUSAN COLEMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RON DAVIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TAUNYA GARDNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JORDAN HINKEBEIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEAN IBANEZ PAYNE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CARA PARKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TIFFANY RAY-PATTERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RON BRANSCOME

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SHAWN SLOAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFFREY SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AMANDA TALBERT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JANEL S DONOHUE

    PRESIDENT

    Total calculated
    $126,548
    From this org
    $126,548
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • ANN MYERS

    DIRECTOR OF

    Total calculated
    $83,205
    From this org
    $83,205
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • SARAH WALSH

    CHIEF IMPACT

    Total calculated
    $111,254
    From this org
    $111,254
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
14 October 2024
IRS schema version
2023v6.0
Source object
202511339349304516

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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