UNITED WAY OF GREATER RICHMOND & PETERSBURG

EIN: 237375346 501(c)(3)

RICHMOND, VA

Total Revenue
$7,136,009
Total Expenses
$7,233,842
Total Assets
$14,613,028
Net Assets
$8,650,814
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Financial Trends

Organization Details

Formation Year
1911
Legal Domicile
VA
Principal Officer
BARBARA COUTO SIPE
Phone
8047715820
Tax Period
2024-07-01 to 2025-06-30

UNITED WAY OF GREATER RICHMOND & PETERSBURG, founded in 1911, is a community nonprofit that reported $7.1M in total revenue in fiscal year 2024. Revenue fell 47% from the prior year — a significant decline worth monitoring.

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.

Program Service Accomplishments

Program 1
Expenses: $2,991,597

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...

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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.

Program 2
Expenses: $887,337

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...

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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.

Program 3
Expenses: $1,293,081

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...

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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.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,699,477
Program Service Revenue $0
Investment Income $743,942
Other Revenue $692,590
TOTAL REVENUE $7,136,009

Expense Breakdown

Grants Paid $2,991,597
Salaries & Benefits $2,705,019
Fundraising Expenses $1,431,068
Program Expenses $5,172,015
Other Expenses $1,537,226
TOTAL EXPENSES $7,233,842

Year-over-Year Comparison

2024 2023 Change
Revenue $7,136,009 $13,434,446 -0.5%
Expenses $7,233,842 $13,522,344 -0.5%
Net Income $-97,833 $-87,898 +0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
19
Independent Members
19
Employees
37
Volunteers
1470

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
10
$723,093
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SHERRIE ARMSTRONG DIRECTOR 1.00
Director
$0 $0 $0
CINDY J BUCKLER DIRECTOR 1.00
Director
$0 $0 $0
THERESA A CHAMBLESS DIRECTOR 1.00
Director
$0 $0 $0
JOSH DARE DIRECTOR 1.00
Director
$0 $0 $0
TAMERA SUE HORNSBY-FINK DIRECTOR 1.00
Director
$0 $0 $0
DALILA MEDRANO DIRECTOR 1.00
Director
$0 $0 $0
CHERYL MOORE DIRECTOR 1.00
Director
$0 $0 $0
TRACEY RAGSDALE DIRECTOR 1.00
Director
$0 $0 $0
ASHANTE LATANYA SMITH DIRECTOR 1.00
Director
$0 $0 $0
KELLY TILL DIRECTOR 1.00
Director
$0 $0 $0
SUSAN L TRIGGS DIRECTOR 1.00
Director
$0 $0 $0
ANDREA LYNN WHITE DIRECTOR 1.00
Director
$0 $0 $0
JASON WILLIAMS DIRECTOR 1.00
Director
$0 $0 $0
TONY WITHERSPOON DIRECTOR 1.00
Director
$0 $0 $0
LAKSHMI ALGAPPAN IMMEDIATE PAST CHAIR 1.00
Officer Director
$0 $0 $0
ROBERT L COWGILL CHAIR 1.00
Officer Director
$0 $0 $0
MICHAEL BRUCE FIRST VICE CHAIR 1.00
Officer Director
$0 $0 $0
PETER L PERKINS TREASURER 1.00
Officer Director
$0 $0 $0
BARBARA COUTO SIPE PRESIDENT & CEO 40.00
Officer
$187,907 $27,553 $215,460
ANGELA OTTO VP OF PROGRAMS & ADMIN 40.00
Officer
$137,823 $19,589 $157,412
LINZY GEORGE CHIEF STRATEGY OFFICER-STARTED 9/24 40.00
Officer
$31,977 $2,687 $34,664
PAUL HUNTER CONTROLLER 40.00
Officer
$105,445 $15,081 $120,526
KATINA F WILLIAMS VP OF COM IMPACT 40.00
Officer
$129,609 $18,454 $148,063
ROSABETH WARD CHIEF ADVANCEMENT OFFICER-STARTED 8/24 40.00
Officer
$39,393 $7,575 $46,968
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $7,136,009 $7,233,842 $14,613,028 $-97,833
2024 $13,434,446 $13,522,344 $13,129,182 $-87,898
2023 $16,158,323 $16,189,443 $14,760,688 $-31,120
2022 $22,666,995 $22,791,849 $16,886,120 $-124,854
2021 $25,097,917 $22,889,451 $22,084,663 $2,208,466
2020 $16,825,759 $17,463,305 $13,468,312 $-637,546
2019 $17,487,136 $19,295,632 $12,027,774 $-1,808,496
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