Form 990 for tax year 2022

Totals

Total revenue

$16,664,046

Total expenses

$19,112,894

Contributions and grants received

$15,572,758

Grants paid

$4,709,973

Program service revenue

$418,639

Investment income

$672,649

Other revenue

$0

Total assets, end of year

$66,583,795

Total liabilities, end of year

$2,947,987

Net assets or fund balances, end of year

$63,635,808

Program services expenses (Part IX)

$15,928,087

Management and general expenses

$1,525,277

Fundraising expenses

$1,659,530

Program service expenses (Part III)

$15,928,087

Program services were 83.3% 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.

Mission and programs · 2022

• UWSHR CONDUCTS FUNDRAISING CAMPAIGNS, ACTS AS AN ADMINISTRATIVE AGENT, AND DISTRIBUTES FUNDS TO PARTICIPATING AREA ORGANIZATIONS ACCORDING TO DONOR DESIGNATIONS AND FUND DISTRIBUTION COMMITTEE RECOMMENDATIONS. PROGRAM SERVICES - COMMUNITY INVESTMENTS:UWSHR ENVISIONS A COMMUNITY WHERE ALL INDIVIDUALS AND FAMILIES THRIVE AND REACH THEIR FULL POTENTIAL. TO FULLY REALIZE THIS VISION, WE MUST SUPPORT THOSE LIVING IN OR ON THE VERGE OF POVERTY OR CRISIS WITH NAVIGATING A PATH TO SELF-SUFFICIENCY. FACTORS THAT PREVENT CHILDREN AND FAMILIES FROM EXPERIENCING SAFE, STABLE AND SUCCESSFUL LIVES ARE COMPLEX AND MUST BE ADDRESSED HOLISTICALLY. UWSHR IS FOCUSED ON PARTNERING WITH VULNERABLE POPULATIONS IN THE SOUTH HAMPTON ROADS COMMUNITIES. THIS INCLUDES THOSE BELOW THE FEDERAL POVERTY LEVEL AS WELL AS THOSE STRUGGLING TO MAKE ENDS MEET, WHO WE CALL ALICE .ALICE IS AN ACRONYM COINED BY A COLLABORATING GROUP OF UNITED WAYS THAT STANDS FOR ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED. THE ALICE POPULATION REPRESENTS A GROWING NUMBER OF HOUSEHOLDS IN OUR COMMUNITY WHO WORK HARD AND EARN MORE THAN THE OFFICIAL FEDERAL POVERTY LEVEL, BUT LESS THAN THE BASIC COST OF LIVING. ALICE MAKES TOO MUCH TO QUALIFY FOR MOST GOVERNMENT ASSISTANCE YET STRUGGLES TO AFFORD LIFE'S ESSENTIALS. TYPICALLY, ALICE IS ONE LIFE CHANGING EVENT FROM FALLING INTO POVERTY. TO BEST SERVE THESE POPULATIONS AND PROVIDE CUTTING-EDGE, BIG-PICTURE SOLUTIONS, WE WORK WITH A NETWORK OF PARTNERS AND A SET OF TOOLS THAT HELP US DELIVER RESULTS EFFECTIVELY AND EFFICIENTLY: MOBILITY MENTORING IS A MODEL DEVELOPED BY ECONOMIC MOBILITY PATHWAYS THAT WE ADOPTED IN 2016. WE BELIEVE THAT THE METHODS, PRINCIPLES AND RESEARCH OF MOBILITY MENTORING CAN BE APPLIED AT VARYING DEGREES IN DIVERSE SETTINGS ACROSS HEALTH AND HUMAN SERVICES. GHRCONNECTS, THE COMMUNITY INDICATORS DASHBOARD, TRACKS MEANINGFUL, ACCURATE AND STANDARDIZED DATA OVER TIME. IT GIVES A CLEAR PICTURE OF HOW OUR REGION IS PERFORMING IN A VARIETY OF CRITICAL AREAS AND DRIVES DATA-DRIVEN DECISIONS TO HELP US TURN THE CURVE AND IMPROVE QUALITY OF LIFE. GHRCONNECTS ALSO DOCUMENTS AND PROMOTES BEST PRACTICES AND SERVES AS A SPACE FOR COMMUNITY COLLABORATIVES TO COMMUNICATE THE IMPACT OF THEIR WORK. UNITE US IS A COLLABORATIVE SOFTWARE THAT ALLOWS US TO SEAMLESSLY CONNECT PEOPLE WITH THE SERVICES THEY NEED IN REAL TIME. IT SHIFTS OUR WORK FROM FRAGMENTED SERVICES TO COORDINATED CARE NETWORKS. RESULTS-BASED ACCOUNTABILITY (RBA) IS AN APPROACH THAT ENCOMPASSES POPULATION AND PERFORMANCE ACCOUNTABILITY. RBA PROVIDES A SIMPLE, STRUCTURED APPROACH FOR MEASURING PERFORMANCE OF PROGRAMS AND SERVICES. RBA HAS THREE TYPES OF PERFORMANCE MEASURES: HOW MUCH DID YOU DO?, HOW WELL DID YOU DO IT?, AND IS ANYONE BETTER OFF? MEASURES THAT INDICATE WHETHER ANYONE IS BETTER OFF ARE MOST IMPORTANT AND MEANINGFUL YET ARE HARDEST TO CONTROL. PROGRAM SERVICES - PROGRAM INITIATIVES:UNITED WAY OF SOUTH HAMPTON ROADS HAS TWO CURRENT INITIATIVES: MISSION UNITED AND UNITED FOR CHILDREN, WHICH ARE LONG-TERM, MULTI-SECTOR EFFORTS THAT FOCUS ON SPECIFIC POPULATIONS AND ADDRESS ENTRENCHED PROBLEMS BY ESTABLISHING A COMMON AGENDA AND ALIGNING RESOURCES AND STRATEGY. MISSION UNITED IS THE FIRST-EVER COORDINATED NETWORK OF COMMUNITY RESOURCES AND SERVICES IN HAMPTON ROADS PROVIDING RELIEF AND SUPPORT TO VETERANS, ACTIVE DUTY MILITARY MEMBERS, AND THEIR FAMILIES. UTILIZING UNITE US TECHNOLOGY, WE SEAMLESSLY CONNECT MILITARY-CONNECTED INDIVIDUALS AND FAMILIES TO SERVICES SUCH AS AFFORDABLE HOUSING, JOB TRAINING AND HEALTHCARE. UNITED FOR CHILDREN EXISTS TO GIVE EVERY CHILD IN SOUTH HAMPTON ROADS THE SUPPORT NEEDED TO ACHIEVE THEIR DREAMS. THROUGH CROSS-SECTOR PARTNERSHIPS WITH NONPROFITS, FAITH-BASED PARTNERS, CITY GOVERNMENTS, SCHOOL DISTRICTS AND COMMUNITY STAKEHOLDERS, WE HAVE BUILT PROMISING SOLUTIONS BY CARRYING THE VOICE OF OUR COMMUNITY ON THE ISSUES THAT MATTER MOST FOR CHILDREN. PROGRAM SERVICES - OTHER PROGRAM:THE UNITED WAY OF SOUTH HAMPTON ROADS ALSO PROVIDES OUR CERTIFIED AGENCIES WITH THE OPPORTUNITY TO JOIN OUR HEALTH INSURANCE PROGRAM. IT HELPS ALLEVIATE SOME OF THE FINANCIAL BURDEN OF HEALTH INSURANCE COSTS FOR SMALLER NONPROFIT ORGANIZATIONS IF THEY WERE TO OBTAIN THEIR OWN PLANSUPPORTING SERVICES - FUNDRAISING:THIS SUPPORTING SERVICE CATEGORY INCLUDES EXPENDITURES WHICH PROVIDE THE STRUCTURE NECESSARY TO ENCOURAGE AND SECURE FINANCIAL SUPPORT FOR UWSHR'S TO FULFIL ITS MISSION. THE MAJORITY OF UWSHR'S FINANCIAL SUPPORT IS OBTAINED VIA THE FOLLOWING CAMPAIGNS: UNITED WAY OF SOUTH HAMPTON ROADS WORKPLACE CAMPAIGN - THIS IS AN ANNUAL CAMPAIGN CONDUCTED IN THE WORK PLACES OF OUR CORPORATE PARTNERS TO RAISE FUNDING FOR UNITED WAY, OUR PROGRAMS AND OUR CERTIFIED AGENCIES. PLEDGES ARE REPORTED IN THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION AND ALLOWANCES ARE PROVIDED FOR AMOUNTS ESTIMATED TO BE UNCOLLECTIBLE. ALL CONTRIBUTIONS ARE CONSIDERED AVAILABLE FOR UNRESTRICTED USE UNLESS SPECIFICALLY RESTRICTED BY THE DONOR. WHEN A DONOR RESTRICTION IS ACCOMPLISHED, NET ASSETS WITH DONOR RESTRICTIONS ARE RECLASSIFIED TO NET ASSETS WITHOUT DONOR RESTRICTIONS AND REPORTED IN THE CONSOLIDATED STATEMENT OF ACTIVITIES AS NET ASSETS RELEASED FROM RESTRICTIONS.UNITED WAY AND COMBINED CHARITIES CAMPAIGN (UW/CCC) -THIS IS AN ANNUAL FUNDRAISING CAMPAIGN FOR SOLICITING CONTRIBUTIONS FROM CITY AND SCHOOL EMPLOYEES FROM THE CITIES OF CHESAPEAKE, NORFOLK, PORTSMOUTH, SUFFOLK, AND VIRGINIA BEACH. UNITED WAY OF SOUTH HAMPTON ROADS IS THE FISCAL AGENT FOR THE CAMPAIGN. ALL PLEDGES RECEIVED ARE RECORDED IN SEPARATE ACCOUNTS UNTIL DISTRIBUTED TO THE PARTICIPATING AGENCIES. THE ORGANIZATION CONDUCTS THE FOLLOWING ENDOWMENT CAMPAIGNS:UNITED FOR THE FUTURE CAMPAIGN ENDOWMENT - UNITED FOR THE FUTURE IS A CAMPAIGN TO RAISE $35 MILLION TO CHANGE THE ODDS FOR CHILDREN, FAMILIES AND VETERANS IN HAMPTON ROADS INTO PERPETUITY. FUNDS RAISED THROUGH THIS CAMPAIGN WILL BOLSTER DAY-TO-DAY SERVICES THROUGH DIRECT INVESTMENT IN PROGRAM EXPANSION AND FUND AN ENDOWMENT TO ENSURE SUSTAINABILITY FAR INTO THE FUTURE. THE CORPUS OF THIS FUND IS INVESTED INTO PERPETUITY.WOMEN UNITED ENDOWMENT -WOMEN UNITED IS A DIVERSE, PASSIONATE MEMBERSHIP DEDICATED TO ELIMINATING BARRIERS WOMEN AND CHILDREN FACE IN THEIR JOURNEY TO ESCAPE POVERTY AND ACHIEVE PERMANENT SELF-SUFFICIENCY. SINCE 2002, WOMEN UNITED HAS BEEN LEADING THE CHARGE IN THE COMMUNITY AND IMPLEMENTING BREAKTHROUGH INITIATIVES FOR LASTING CHANGE. THE CORPUS OF THIS FUND IS INVESTED INTO PERPETUITY.AFRICAN AMERICAN LEADERSHIP SOCIETY ENDOWMENT - UNITED WAY'S AFRICAN AMERICAN LEADERSHIP SOCIETY MEMBERS ARE LEADING THE WAY TO A BRIGHTER FUTURE FOR SOUTH HAMPTON ROADS. AALS DONORS SHARE AFFINITIES FOR PHILANTHROPY, LEADERSHIP AND SERVICE, AND ARE STRIVING TO POSITIVELY IMPACT OUR COMMUNITY BY INCREASING THE NUMBER OF AFRICAN AMERICAN PHILANTHROPISTS MAKING GOOD THINGS HAPPEN IN SOUTH HAMPTON ROADS. THE CORPUS OF THIS FUND IS INVESTED INTO PERPETUITY.SUPPORTING SERVICES - MANAGEMENT AND GENERAL:THIS SUPPORTING SERVICE CATEGORY INCLUDES THE FUNCTIONS NECESSARY TO SUPPORT BOTH PROGRAMS AND ITS FUNDRAISING EFFORTS. SUCH FUNCTIONS INCLUDE, BUT ARE NOT LIMITED TO, THE FOLLOWING: SECURE A FUNCTIONING GOVERNING BOARD, MAINTAIN AN ADEQUATE WORKING ENVIRONMENT, AND MANAGE THE FINANCIAL RESPONSIBILITIES OF UWSHR.

  Expenses $15,928,087 · Grants $4,709,973 · Revenue $418,639

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

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 UP CENTER

  $624,602

  GRANTS AWARDED

• BOYS & GIRLS CLUBS OF SE VA

  $401,749

  GRANTS AWARDED

• CHILDREN'S HARBOR

  $353,500

  GRANTS AWARDED

• YWCA OF SOUTH HAMPTON ROADS

  $286,500

  GRANTS AWARDED

• YMCA OF SOUTH HAMPTON ROADS

  $225,000

  GRANTS AWARDED

• HEB FOUNDATION

  $196,739

  GRANTS AWARDED

• SOUTHSIDE BOYS AND GIRLS CLUB

  $188,250

  GRANTS AWARDED

• CATHOLIC CHARITIES EASTERN VA

  $130,500

  GRANTS AWARDED

• FORKIDS

  $117,500

  GRANTS AWARDED

• SALVATION ARMY HAMPTON ROADS AREA

  $116,129

  GRANTS AWARDED

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

• UNITED WAY OF SOUTH HAMPTON ROADS FOUNDATION

  501(C)(3) · INVESTING AND DISTRIBUTING DONOR ADVISED FUNDS · VA

  Directly controlled by UNITED WAY OF SOUTH HAMPTON ROADS

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Provenance

Return type

form_990

Tax year

2022

Filed

18 March 2024

IRS schema version

2022v5.0

Source object

202420809349300622

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

The source document this was parsed from is served over the API, which is where bulk and document access live.