UNITED WAY OF GREATER RICHMOND & PETERSBURG (EIN 237375346) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1911

Legal Domicile

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 mid-sized nonprofit that reported $17.5M in total revenue in fiscal year 2018. Revenue decreased 6% compared to the prior year. Expenses of $19.3M exceeded revenue, resulting in a 10% operating deficit.

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.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

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

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$723,093

Total Directors

Key Employees

Highest Compensated

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

UNITED WAY OF GREATER RICHMOND & PETERSBURG