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Nonprofiteer
← UNITED WAY OF GREATER RICHMOND

Form 990 for tax year 2023

Filed by UNITED WAY OF GREATER RICHMOND.

Totals

Total revenue
$13,434,446
Total expenses
$13,522,344
Contributions and grants received
$12,177,864
Grants paid
$9,769,774
Program service revenue
$0
Investment income
$392,915
Other revenue
$863,667
Total assets, end of year
$13,129,182
Total liabilities, end of year
$4,598,554
Net assets or fund balances, end of year
$8,530,628
Program services expenses (Part IX)
$11,433,320
Management and general expenses
$829,799
Fundraising expenses
$1,259,225
Program service expenses (Part III)
$11,433,320

Program services were 84.6% 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

    $26,852

  • 1e · Government grants (contributions)

    $150,000

  • 1f · All other contributions, gifts and grants

    $12,001,012

  • 1g · Noncash contributions included above

    $73,228

  • 3 · Investment income

    total $155,497 · excluded $155,497

  • 7a · Gross sales of assets other than inventory

    securities $237,418

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

    securities $0

  • 7c · Gain or loss

    securities $237,418

  • 7d · Net gain or loss

    total $237,418 · excluded $237,418

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

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

  • 11b · Other revenue: ENDOWMENT INCOME

    total $271,844 · related or exempt $271,844

  • 11c · Other revenue: MISCELLANEOUS

    total $188,645 · related or exempt $188,645

  • 11d · All other revenue

    total $28,178 · related or exempt $28,178

  • 11e · Other revenue, total

    $863,667

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $9,769,774 · program services $9,769,774

  • 5 · Compensation of officers, directors and key employees

    total $788,950 · program services $270,377 · management and general $284,147 · fundraising $234,426

  • 7 · Other salaries and wages

    total $1,155,707 · program services $481,111 · management and general $258,863 · fundraising $415,733

  • 9 · Other employee benefits

    total $188,842 · program services $70,336 · management and general $40,177 · fundraising $78,329

  • 10 · Payroll taxes

    total $136,359 · program services $52,998 · management and general $36,326 · fundraising $47,035

  • 11f · Fees: investment management

    total $14,429 · management and general $14,429

  • 11g · Fees: other

    total $324,660 · program services $105,993 · management and general $60,005 · fundraising $158,662

  • 16 · Occupancy

    total $192,828 · program services $83,489 · management and general $48,373 · fundraising $60,966

  • 17 · Travel

    total $9,620 · program services $3,824 · management and general $630 · fundraising $5,166

  • 19 · Conferences, conventions and meetings

    total $48,733 · program services $28,900 · management and general $6,984 · fundraising $12,849

  • 21 · Payments to affiliates

    total $149,212 · program services $64,161 · management and general $38,198 · fundraising $46,853

  • 22 · Depreciation, depletion and amortization

    total $34,892 · program services $15,004 · management and general $8,932 · fundraising $10,956

  • 24a · Other expenses: PROGRAM EXPENSES

    total $408,741 · program services $408,741

  • 24b · Other expenses: EQUIPMENT MAINTENANCE

    total $204,829 · program services $51,717 · management and general $25,121 · fundraising $127,991

  • 24c · Other expenses: PRINTING AND PUBLICATIO

    total $38,432 · program services $3,742 · management and general $403 · fundraising $34,287

  • 24d · Other expenses: SUPPLIES

    total $33,986 · program services $15,400 · management and general $1,787 · fundraising $16,799

  • 24e · All other expenses

    total $22,350 · program services $7,753 · management and general $5,424 · fundraising $9,173

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $5,199,302 · end of year $3,202,545

  • 3 · Pledges and grants receivable

    beginning of year $1,055,909 · end of year $1,000,703

  • 4 · Accounts receivable

    beginning of year $345,803 · end of year $126,030

  • 9 · Prepaid expenses and deferred charges

    beginning of year $33,113 · end of year $19,249

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

    $531,243

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

    $418,773

  • 10c · Land, buildings and equipment, net

    beginning of year $142,127 · end of year $112,470

  • 11 · Investments: publicly traded securities

    beginning of year $5,756,339 · end of year $7,177,602

  • 12 · Investments: other securities

    beginning of year $1,718,209 · end of year $1,158,066

  • 15 · Other assets

    beginning of year $509,886 · end of year $332,517

  • 17 · Accounts payable and accrued expenses

    beginning of year $57,792 · end of year $65,250

  • 18 · Grants payable

    beginning of year $4,450,707 · end of year $4,156,639

  • 25 · Other liabilities

    beginning of year $2,266,297 · end of year $376,665

  • 27 · Net assets without donor restrictions

    beginning of year $6,736,795 · end of year $7,329,004

  • 28 · Net assets with donor restrictions

    beginning of year $1,249,097 · end of year $1,201,624

Mission and programs · 2023

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 FROM OUR DONORS, CORPORATE PARTNERS, AND VOLUNTEERS, IN FY24 WE PROUDLY INVESTED $4.2 MILLION INTO THE GREATER RICHMOND AND PETERSBURG REGION, SUPPORTING OUR COMMUNITY THROUGH GRANTS, DIRECT SERVICES, AND STRATEGIC INITIATIVES TO ENSURE ALL RESIDENTS HAVE THE OPPORTUNITY TO THRIVE. PREVIOUSLY, OUR FOCUS AREAS INCORPORATED NINE MILESTONES CALLED STEPS TO SUCCESS THAT COVERED THREE MAIN CATEGORIES: "EDUCATION, INCOME & HEALTH". WE'VE INCORPORATED THESE MILESTONES INTO THREE NEWLY NAMED FOCUS AREAS WITH THE FOLLOWING ACCOMPLISHMENTS:YOUTH OPPORTUNITY-APPROXIMATELY 79% OF MIDDLE-SCHOOL STUDENTS IMPROVED IN ACADEMIC PERFORMANCE. KINDERGARTEN COUNTDOWN CAMP: IN THIS PILOT PROGRAM, 200 STUDENTS HAVE BENEFITTED SINCE 2019. 81% OF STUDENTS IMPROVED ACADEMIC SKILLS WHILE AT CAMP. THIS PROGRAM IS NOW A PERMANENT PART OF DINWIDDIE AND POWHATAN PUBLIC SCHOOLS.

    Expenses $9,769,774 · Grants $9,769,774

  • FINANCIAL SECURITY-122 HOUSEHOLDS MOVED INTO PERMANENT HOUSING THROUGH CRISIS HOTLINE SUPPORT. HOME REPAIR, ADULT DAY SERVICES, AND HOME CARE PROGRAMS RESULTED IN SAVINGS OF $21,490,863 FOR FAMILY CAREGIVERS AND TAXPAYERS. UNITED WAY TAX ASSISTANCE PROGRAM ASSISTED 3,200 FILERS FOR A TOTAL ECONOMIC IMPACT OF $3.6 MILLION. $3.6 MILLION IN TAX REFUNDS AND $937,873 IN EARNED INCOME TAX CREDIT REFUNDS. THIS PROGRAM SAVED FILERS $815,500 IN TAX PREP FEES WOMENRISE CHILDCARE SCHOLARSHIPS SUPPORT SINGLE MOMS WORKING TOWARD A POST-SECONDARY DEGREE OR CREDENTIAL, 84% OF WHOM ARE FIRST GENERATION COLLEGE STUDENTS. IN ITS THIRD YEAR, THE WOMEN RISE GRADUATION RATE HAS GROWN TO 48% WITH NEARLY HALF OF THE NEW PARTICIPANTS SUCCESSFULLY COMPLETING THE PROGRAM SO FAR (15 OF 31). $400,000 AWARDED IN SCHOLARSHIPS TO DATE. ENERGYSHARE: FOR 40 YEARS, DOMINION ENERGY HAS PARTNERED WITH UNITED WAY TO PROVIDE FINANCIAL MANAGEMENT OF THE ENERGY SHARE PROGRAM. SINCE THE PROGRAM'S INCEPTION, ENERGYSHARE HAS SUPPORTED OVER 908,000 INDIVIDUALS AND FAMILIES.

    Expenses $495,544

  • HEALTHY COMMUNITY-99% OF CHILDREN WERE REGULARLY SCREENED FOR DEVELOPMENTAL MILESTONES AND REFERRED TO RELEVANT SERVICES, IF NEEDED. 1,387 PEOPLE TRAINED IN EVERYDAY STRONG, YOUTH RESILIENCY SUPPORT MODEL IN PARTNERSHIP WITH 30 COMMUNITY- BASED PARTNERS.

    Expenses $1,168,002

As filed on the 2023 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 BUCKLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • THERESA CHAMBLESS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOSH DARE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TAMMY HORNSBY-FINK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SANDRA ONYIUKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DIERDRE PEARSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ASHANTE SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KELLY TILL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUSAN TRIGGS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LYNN WHITE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TONY WITHERSPOON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CORYNNE ARNETT

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • LAKSHMI ALGAPPAN

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • BOBBY COWGILL

    FIRST VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MIKE BRUCE

    SECOND VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • PETER PERKINS

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • BARBARA COUTO SIPE

    PRESIDENT & CEO - STARTED 7/2023

    Total calculated
    $115,505
    From this org
    $100,032
    From related orgs
    $0
    Other
    $15,473
    Hours/week
    40

  • ANGELA OTTO

    VP OF PROGRAMS & ADMIN

    Total calculated
    $194,271
    From this org
    $173,904
    From related orgs
    $0
    Other
    $20,367
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,904
    Bonus
    $25,000
    Other
    $0
    Deferred
    $13,203
    Nontaxable benefits
    $7,164
    Filer's total
    $194,271

  • JOSHUA EPPS

    VP OF RESOURSE DEVELOPMENT

    Total calculated
    $136,887
    From this org
    $119,992
    From related orgs
    $0
    Other
    $16,895
    Hours/week
    40

  • PAUL HUNTER

    CONTROLLER

    Total calculated
    $101,702
    From this org
    $87,377
    From related orgs
    $0
    Other
    $14,325
    Hours/week
    40

  • KATINA F WILLIAMS

    VP OF COM IMPACT - STARTED 10/2023

    Total calculated
    $25,853
    From this org
    $22,762
    From related orgs
    $0
    Other
    $3,091
    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

  • DOMINION ENERGY POB25339

    $4,695,350

    DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE

  • FAMILY LIFELINE

    $214,200

    DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES

  • RAPPAHANNOCK ELECTRIC COOPERAT

    $176,887

    DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE

  • YWCA RICHMOND

    $114,800

    DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES

  • JAY INVESTMENT CORP

    $112,062

    DONOR DIRECT FUNDS (DESIGNATIONS) FOR ENERGY SHARE

  • FRIENDS ASSOCIATION FOR CHILDREN

    $92,800

    DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES

  • BOYS & GIRLS CLUBS OF METRO RICHMOND

    $91,600

    DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES

  • APPALACHIAN POWER

    $90,744

    DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE

  • SHENANDOAH VALLEY ELECTRIC

    $80,824

    DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE

  • SOUTHSIDE ELECTRIC COOP

    $77,611

    DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE

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

Provenance

Return type
form_990
Tax year
2023
Filed
28 February 2025
IRS schema version
2023v6.0
Source object
202540669349301409

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

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