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Nonprofiteer
← UNITED WAY OF GREATER RICHMOND

Form 990 for tax year 2024

Filed by UNITED WAY OF GREATER RICHMOND.

Totals

Total revenue
$7,136,009
Total expenses
$7,233,842
Contributions and grants received
$5,699,477
Grants paid
$2,991,597
Program service revenue
$0
Investment income
$743,942
Other revenue
$692,590
Total assets, end of year
$14,613,028
Total liabilities, end of year
$5,962,214
Net assets or fund balances, end of year
$8,650,814
Program services expenses (Part IX)
$5,172,015
Management and general expenses
$630,759
Fundraising expenses
$1,431,068
Program service expenses (Part III)
$5,172,015

Program services were 71.5% 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

    $21,027

  • 1e · Government grants (contributions)

    $238,892

  • 1f · All other contributions, gifts and grants

    $5,439,558

  • 1g · Noncash contributions included above

    $58,940

  • 3 · Investment income

    total $167,296 · excluded $167,296

  • 7a · Gross sales of assets other than inventory

    securities $576,646

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

    securities $0

  • 7c · Gain or loss

    securities $576,646

  • 7d · Net gain or loss

    total $576,646 · excluded $576,646

  • 11a · Other revenue: FEES - 3RD PARTY PROC.

    total $375,000 · related or exempt $375,000

  • 11b · Other revenue: ENDOWMENT INCOME

    total $258,225 · related or exempt $258,225

  • 11c · Other revenue: MISCELLANEOUS

    total $50,004 · related or exempt $50,004

  • 11d · All other revenue

    total $9,361 · related or exempt $9,361

  • 11e · Other revenue, total

    $692,590

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,991,597 · program services $2,991,597

  • 5 · Compensation of officers, directors and key employees

    total $960,286 · program services $406,366 · management and general $274,025 · fundraising $279,895

  • 7 · Other salaries and wages

    total $1,372,521 · program services $700,847 · management and general $142,511 · fundraising $529,163

  • 9 · Other employee benefits

    total $225,730 · program services $101,910 · management and general $24,881 · fundraising $98,939

  • 10 · Payroll taxes

    total $146,482 · program services $71,360 · management and general $19,811 · fundraising $55,311

  • 11f · Fees: investment management

    total $16,170 · management and general $16,170

  • 11g · Fees: other

    total $442,529 · program services $262,320 · management and general $27,362 · fundraising $152,847

  • 16 · Occupancy

    total $200,567 · program services $104,799 · management and general $35,574 · fundraising $60,194

  • 17 · Travel

    total $9,768 · program services $4,468 · management and general $1,050 · fundraising $4,250

  • 19 · Conferences, conventions and meetings

    total $142,529 · program services $85,884 · management and general $17,214 · fundraising $39,431

  • 21 · Payments to affiliates

    total $146,232 · program services $73,566 · management and general $24,972 · fundraising $47,694

  • 22 · Depreciation, depletion and amortization

    total $33,949 · program services $17,079 · management and general $5,797 · fundraising $11,073

  • 24a · Other expenses: EQUIPMENT MAINTENANCE

    total $225,134 · program services $107,878 · management and general $31,382 · fundraising $85,874

  • 24b · Other expenses: PROGRAM EXPENSES

    total $207,842 · program services $207,842

  • 24c · Other expenses: PRINTING AND PUBLICATIO

    total $46,435 · program services $7,170 · management and general $1,798 · fundraising $37,467

  • 24d · Other expenses: SUPPLIES

    total $28,896 · program services $11,990 · management and general $1,560 · fundraising $15,346

  • 24e · All other expenses

    total $37,175 · program services $16,939 · management and general $6,652 · fundraising $13,584

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $3,202,545 · end of year $3,761,151

  • 3 · Pledges and grants receivable

    beginning of year $1,000,703 · end of year $903,933

  • 4 · Accounts receivable

    beginning of year $126,030 · end of year $5,075

  • 9 · Prepaid expenses and deferred charges

    beginning of year $19,249 · end of year $18,319

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

    $348,563

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

    $156,927

  • 10c · Land, buildings and equipment, net

    beginning of year $112,470 · end of year $191,636

  • 11 · Investments: publicly traded securities

    beginning of year $7,177,602 · end of year $7,484,473

  • 12 · Investments: other securities

    beginning of year $1,158,066 · end of year $1,196,986

  • 15 · Other assets

    beginning of year $332,517 · end of year $1,051,455

  • 17 · Accounts payable and accrued expenses

    beginning of year $65,250 · end of year $98,370

  • 18 · Grants payable

    beginning of year $4,156,639 · end of year $1,244,557

  • 25 · Other liabilities

    beginning of year $376,665 · end of year $4,619,287

  • 27 · Net assets without donor restrictions

    beginning of year $7,329,004 · end of year $7,156,267

  • 28 · Net assets with donor restrictions

    beginning of year $1,201,624 · end of year $1,494,547

Mission and programs · 2024

Mission

UNITED WAY OF GREATER RICHMOND & PETERSBURG IS A NONPROFIT ORGANIZATION THAT EXISTS TO MOBILIZE THE CARING POWER OF OUR LOCAL COMMUNITIES TO HELP THOSE IN NEED AND TO CREATE OPPORTUNITIES FOR ALL PEOPLE TO THRIVE.

  • THANKS TO THE GENEROUS SUPPORT OF DONORS, CORPORATE PARTNERS AND VOLUNTEERS, IN FY25 WE WERE ABLE TO SUPPORT AND IMPACT 111,022 HOUSEHOLDS THROUGH GRANTS, SIGNATURE PROGRAMS AND STRATEGIC INITIATIVES. THROUGH OUR THREE FOCUS AREAS, HEALTHY COMMUNITY, YOUTH OPPORTUNITY AND FINANCIAL SECURITY - WE ACHIEVED THE FOLLOWING OUTCOMES:YOUTH OPPORTUNITY: WE HELPED 3,907 YOUNG CHILDREN ENROLL IN HIGH-QUALITY EARLY LEARNING PROGRAMS AND SUPPORTED 30,996 K12 YOUTH THROUGH SCHOOL AND COMMUNITY PROGRAMS. WE ALSO SUPPORTED THE FACILITATION OF ADOPTIVE PLACEMENTS FOR 54 YOUNG PEOPLE.COMMUNITY ENGAGEMENT: WE MOBILIZED 1,470 VOLUNTEERS AND ADVOCATES TO STRENGTHEN COMMUNITY PROGRAMS AND EXPAND OUR COLLECTIVE IMPACT.

    Expenses $2,991,597 · Grants $2,991,597

  • FINANCIAL SECURITY: WE HELPED 11,415 INDIVIDUALS ACCESS FINANCIAL EDUCATION AND SERVICES, INCLUDING 1,934 WHO RECEIVED FINANCIAL COUNSELING. 587 INDIVIDUALS SECURED AFFORDABLE RENTAL HOUSING OR HOMEOWNERSHIP. 217 VITA PROGRAM VOLUNTEERS ASSISTED 3,611 FILERS, RETURNING $3.8 MILLION IN REFUNDS. WE PLACED 849 ADULTS IN JOBS AND SUPPORTED 40 FAMILIES THROUGH THE PUBLIX EMERGENCY FUND AND 19 WOMENRISE SCHOLARS. THROUGH OUR CONTINUED PARTNERSHIP AS THE FINANCIAL MANAGER OF DOMINION ENERGYSHARE PROGRAM, 13,200 INDIVIDUALS AND FAMILIES RECEIVED BILL PAY ASSISTANCE.

    Expenses $887,337

  • HEALTHY COMMUNITY: WE CONNECTED 14,473 INDIVIDUALS TO HEALTHCARE AND 4,735 TO MENTAL HEALTH SERVICES. WE PROVIDED 324,083 MEALS, SUPPORTED 1,380 PEOPLE IN SECURING NEW HOUSING, AND ENABLED 27,692 NIGHTS OF SAFE SHELTER. ENERGYSHARE ASSISTED 12,596 HOUSEHOLDS AND RIDESHARE PROVIDED 480 RIDES FOR ESSENTIAL NEEDS.

    Expenses $1,293,081

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

Listed in Part VII

  • SHERRIE ARMSTRONG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CINDY J BUCKLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • THERESA A CHAMBLESS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOSH DARE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TAMERA SUE HORNSBY-FINK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DALILA MEDRANO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHERYL MOORE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TRACEY RAGSDALE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ASHANTE LATANYA SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KELLY TILL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUSAN L TRIGGS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANDREA LYNN WHITE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JASON WILLIAMS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TONY WITHERSPOON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LAKSHMI ALGAPPAN

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT L COWGILL

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL BRUCE

    FIRST VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • PETER L PERKINS

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • BARBARA COUTO SIPE

    PRESIDENT & CEO

    Total calculated
    $215,460
    From this org
    $187,907
    From related orgs
    $0
    Other
    $27,553
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,907
    Bonus
    $0
    Other
    $0
    Deferred
    $16,640
    Nontaxable benefits
    $10,913
    Filer's total
    $215,460

  • ANGELA OTTO

    VP OF PROGRAMS & ADMIN

    Total calculated
    $157,412
    From this org
    $137,823
    From related orgs
    $0
    Other
    $19,589
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,823
    Bonus
    $0
    Other
    $0
    Deferred
    $12,180
    Nontaxable benefits
    $7,409
    Filer's total
    $157,412

  • LINZY GEORGE

    CHIEF STRATEGY OFFICER-STARTED 9/24

    Total calculated
    $34,664
    From this org
    $31,977
    From related orgs
    $0
    Other
    $2,687
    Hours/week
    40

  • PAUL HUNTER

    CONTROLLER

    Total calculated
    $120,526
    From this org
    $105,445
    From related orgs
    $0
    Other
    $15,081
    Hours/week
    40

  • KATINA F WILLIAMS

    VP OF COM IMPACT

    Total calculated
    $148,063
    From this org
    $129,609
    From related orgs
    $0
    Other
    $18,454
    Hours/week
    40

  • ROSABETH WARD

    CHIEF ADVANCEMENT OFFICER-STARTED 8/24

    Total calculated
    $46,968
    From this org
    $39,393
    From related orgs
    $0
    Other
    $7,575
    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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

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

Provenance

Return type
form_990
Tax year
2024
Filed
19 February 2026
IRS schema version
2024v5.5
Source object
202630709349300313

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