UNITED WAY OF THE NATIONAL CAPITAL AREA

EIN: 530234290 501(c)(3) Philanthropy & Grantmaking

VIENNA, VA

Total Revenue
$19,231,466
Total Expenses
$21,628,888
Total Assets
$48,760,624
Net Assets
$33,625,874
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Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
DC
Principal Officer
ROSIE ALLEN-HERRING
Phone
2024882000
Tax Period
2024-07-01 to 2025-06-30

UNITED WAY OF THE NATIONAL CAPITAL AREA, founded in 1974, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $19.2M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $21.6M exceeded revenue, resulting in a 12% operating deficit.

Mission

UNITED WAY NCA IMPROVES THE LIVES OF UNDERSERVED INDIVIDUALS IN THE NATIONAL CAPITAL AREA BY FOCUSING COMMUNITY RESOURCES ON CREATING MEASURABLE AND LASTING IMPACT. WHEN NONE ARE IGNORED, ALL WILL THRIVE. ...CONTINUED ON SCHEDULE O.

Program Service Accomplishments

Program 1
Expenses: $12,484,960 Revenue: $793,515

NONPROFIT CAPACITY BUILDING: UNITED WAY NCA'S PRIMARY SOURCE OF REVENUE IS GENERATED THROUGH EMPLOYER-SPONSORED WORKPLACE GIVING CAMPAIGNS. IN ADDITION, UNITED WAY NCA CONDUCTS A VARIETY OF...

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NONPROFIT CAPACITY BUILDING: UNITED WAY NCA'S PRIMARY SOURCE OF REVENUE IS GENERATED THROUGH EMPLOYER-SPONSORED WORKPLACE GIVING CAMPAIGNS. IN ADDITION, UNITED WAY NCA CONDUCTS A VARIETY OF FUNDRAISING INITIATIVES THROUGHOUT THE YEAR, WITH A FOCUS ON GROWING AND DIVERSIFYING FUNDING SOURCES TO SUPPORT ITS COMMUNITY IMPACT WORK AND OPERATIONS. FOR NEARLY 100 YEARS, COMPANIES, FOUNDATIONS, PUBLIC ENTITIES, AND INDIVIDUAL DONORS HAVE RECOGNIZED UNITED WAY NCA AS THE PREEMINENT NONPROFIT FOR DONATING TO THE CAUSES THEY CARE ABOUT. THE MILLIONS OF DOLLARS RAISED BY UNITED WAY NCA EACH YEAR ARE INVESTED IN THE MOST EFFECTIVE PROGRAMS AND SERVICES TO TACKLE THE MOST COMPLEX SOCIAL CHALLENGES, CRITICAL AREAS OF NEEDS AND ISSUES IN OUR REGION.

Program 2
Expenses: $1,380,390 Revenue: $0

HEALTH AND EDUCATION:UNITED WAY NCA'S THRIVE UNITED 365 HEALTH PROGRAM IMPROVES ACCESS TO THE DISTRIBUTION OF HEALTH RESOURCES AND IMPROVES PEOPLE'S LIVES BY ADDRESSING HEALTH CONDITIONS MOST...

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HEALTH AND EDUCATION:UNITED WAY NCA'S THRIVE UNITED 365 HEALTH PROGRAM IMPROVES ACCESS TO THE DISTRIBUTION OF HEALTH RESOURCES AND IMPROVES PEOPLE'S LIVES BY ADDRESSING HEALTH CONDITIONS MOST AFFECTING ITS COMMUNITIES. ADOPTING A COMMUNITY-BASED PUBLIC HEALTH INTERVENTION MODEL, THE PROGRAM SUPPORTS PREVENTION AND CARE MANAGEMENT STRATEGIES TO CREATE LOW-BARRIER HEALTH RESOURCE ACCESS POINTS FOR COMMUNITIES FACING ENDURING HEALTH DISPARITIES. THIS PLACE-BASED WORK INCLUDES IMPROVED ACCESS TO CHRONIC DISEASE PREVENTION AND MANAGEMENT AND MENTAL HEALTH RESOURCES....CONTINUED ON SCHEDULE O.IN 2024-25, UNITED WAY NCA AND PARTNER ORGANIZATIONS ENGAGED MORE THAN 2,200 PEOPLE IN HEALTH EDUCATION TO LEARN MORE ABOUT THE RISKS OF CHRONIC HEALTH CONDITIONS AND RECEIVE TESTS TO ASSESS THEIR HEALTH NEEDS. THE PROGRAM ALSO BUILT AND DISTRIBUTED 9,148 KITS CONTAINING FOOD, CLOTHING, AND HYGIENE SUPPLIES .UNITED WAY NCA'S EDUCATION INITIATIVES PROVIDE HIGH-QUALITY RESOURCES THROUGH THE COMMUNITY SCHOOL MODEL TO SUPPORT STUDENTS AND YOUNG ADULTS IN REALIZING THEIR ACADEMIC AND TRAINING GOALS. UNITED WAY NCA PARTNERS WITH SEVEN COMMUNITY SCHOOLS DESIGNATED AS TITLE I SCHOOLS. TITLE I SCHOOLS RECEIVE FEDERAL FINANCIAL ASSISTANCE WITH HIGH PERCENTAGES OF CHILDREN FROM FAMILIES WITH LOW INCOME AND 80% OF STUDENTS ARE RECIPIENTS OF FREE AND REDUCED MEALS (FARMS). THE COMMUNITY SCHOOLS INITIATIVE SUPPORTS A PLACE-BASED STRATEGY IN WHICH EACH SCHOOL PARTNERS WITH COMMUNITY AGENCIES AND ALLOCATES RESOURCES TO PROVIDE AN INTEGRATED FOCUS ON ACADEMICS, HEALTH AND SOCIAL SERVICES, YOUTH AND COMMUNITY DEVELOPMENT, AND COMMUNITY ENGAGEMENT. THIS STRATEGY AIMS TO SUPPORT COMMUNITY SCHOOLS LOCATED IN NEIGHBORHOODS WHERE STRUCTURAL FORCES LINKED TO RACISM AND POVERTY SHAPE THE EXPERIENCES OF YOUNG PEOPLE AND ERECT BARRIERS TO LEARNING AND SCHOOL SUCCESS. THE SEVEN COMMUNITY SCHOOLS THAT UNITED WAY NCA PARTNERS WITH ARE BASED IN COMMUNITIES WHERE FAMILIES HAVE FEW RESOURCES TO SUPPLEMENT WHAT TYPICAL SCHOOLS PROVIDE. THROUGH UNITED WAY NCA'S COMMUNITY SCHOOLS, 3,285 STUDENTS WERE SERVED ADDRESSING ATTENDANCE, BEHAVIOR AND COURSE PERFORMANCE. FOR OVER 300 YOUTH FACING THE MOST SIGNIFICANT CHRONIC LEARNING CHALLENGES, THEY RECEIVED INDIVIDUALIZED INTENSIVE SERVICES AND SHOWED CONSISTENT IMPROVEMENT ON ALL INDICATORS. THIS INCLUDES 68% IMPROVEMENT IN ATTENDANCE GOAL, 75% IMPROVEMENT IN MATH AND LANGUAGE ARTS GOAL, AND 86% IN ATTAINING SOCIAL-EMOTIONAL LEARNING.

Program 3
Expenses: $1,281,689 Revenue: $0

UNITED WAY NCA'S ECONOMIC OPPORTUNITY INITIATIVES PROVIDE INFORMATION, RESOURCES, AND SERVICES TO END DEBT AND INCREASE GENERATIONAL WEALTH IN UNDER-RESOURCED COMMUNITIES. SINCE 2015, UNITED WAY NCA...

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UNITED WAY NCA'S ECONOMIC OPPORTUNITY INITIATIVES PROVIDE INFORMATION, RESOURCES, AND SERVICES TO END DEBT AND INCREASE GENERATIONAL WEALTH IN UNDER-RESOURCED COMMUNITIES. SINCE 2015, UNITED WAY NCA HAS OPERATED THE REGION'S FIRST GROUP OF FINANCIAL EMPOWERMENT CENTERS (FECS) TO PROMOTE ECONOMIC OPPORTUNITY. TODAY, UNITED WAY NCA'S FIVE FECS OFFER INDIVIDUALS, VETERANS, AND WORKING FAMILIES NO-COST, PROFESSIONAL HIGH-QUALITY FINANCIAL CAPACITY BUILDING SERVICES, SUCH AS PERSONALIZED FINANCIAL COACHING AND HOUSING COUNSELING. FEC PROGRAMS INCLUDE FINANCIAL AND WORKFORCE TRAINING, INDIVIDUAL AND SMALL GROUP COACHING, TAX PREPARATION SERVICES AND WEALTH BUILDING WORK. ...CONTINUED ON SCHEDULE O.IN 2025 - 5,447 RESIDENTS RECEIVED A VARIETY OF FINANCIAL COACHING SERVICES RANGING FROM FREE TAX PREPARATION, FINANCIAL WORKSHOPS, AND HOUSING COUNSELING THAT ARE AIMED AT HELPING OUR REGION'S RESIDENTS GET ON THE PATHWAY TO A STRONGER FINANCIAL FUTURE; 550 INDIVIDUALS BENEFITED FROM ITS VOLUNTEER INCOME TAX ASSISTANCE (VITA) AND THE EARNED INCOME TAX CREDIT (EITC) PROGRAM. THROUGH ITS FREE TAX PREPARATION SERVICES, UNITED WAY NCA RESULTED IN $1.1M IN TAX REFUNDS AND CREDITS ALLOWING AREA RESIDENTS TO PLAN, SAVE AND GET AHEAD. 961 VETERANS RECEIVED SERVICES TO DEVELOP CAPACITY FOR FINANCIAL LITERACY AND PLANNING, EMPLOYMENT AND ENTREPRENEURIAL SKILLS, AND IMPROVE MENTAL HEALTH AND WELL-BEING.

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $16,435,047
Program Service Revenue $793,515
Investment Income $1,999,305
Other Revenue $3,599
TOTAL REVENUE $19,231,466

Expense Breakdown

Grants Paid $12,537,600
Salaries & Benefits $5,385,048
Fundraising Expenses $3,864,966
Program Expenses $15,147,039
Other Expenses $3,276,905
TOTAL EXPENSES $21,628,888

Year-over-Year Comparison

2024 2023 Change
Revenue $19,231,466 $21,205,101 -0.1%
Expenses $21,628,888 $24,291,098 -0.1%
Net Income $-2,397,422 $-3,085,997 -0.2%
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
20
Independent Members
20
Employees
48
Volunteers
1933

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
5
$787,086
Total Directors
21
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GARY TABACH BOARD CHAIR 2.00
Officer Director
$0 $0 $0
KEN SAMET FACHE TREASURER 2.00
Officer Director
$0 $0 $0
STEVE PROCTOR SECRETARY 2.00
Officer Director
$0 $0 $0
DANIEL KOTTER DIRECTOR 1.00
Director
$0 $0 $0
ANGELA FRANCO DIRECTOR 1.00
Director
$0 $0 $0
ELLIOTT FERGUSON DIRECTOR 1.00
Director
$0 $0 $0
EVELYN LEE DIRECTOR 1.00
Director
$0 $0 $0
MARTIN RODGERS DIRECTOR 1.00
Director
$0 $0 $0
RACHEL S KRONOWITZ DIRECTOR 1.00
Director
$0 $0 $0
RICHARD K BYNUM DIRECTOR 1.00
Director
$0 $0 $0
WENDY MORTON-HUDDLESTON DIRECTOR 1.00
Director
$0 $0 $0
TYLER ANTHONY DIRECTOR 1.00
Director
$0 $0 $0
EVAN KRAUS DIRECTOR 1.00
Director
$0 $0 $0
JAMES W CORNELSEN DIRECTOR 1.00
Director
$0 $0 $0
KEVIN SMITHSON DIRECTOR 1.00
Director
$0 $0 $0
STACI PIES DIRECTOR 1.00
Director
$0 $0 $0
JOSHUA ETEMADI DIRECTOR 1.00
Director
$0 $0 $0
TRACY KENNY DIRECTOR 1.00
Director
$0 $0 $0
AMRY JUNAIDEEN DIRECTOR 1.00
Director
$0 $0 $0
BRIAN D PIENINCK DIRECTOR 1.00
Director
$0 $0 $0
RICHARD DYER DIRECTOR (UNTIL 01/25) 1.00
Director
$0 $0 $0
ROSIE ALLEN-HERRING PRESIDENT & CEO 50.00
Officer
$561,037 $102,995 $664,032
ROBIN WATKINS ACTING CFO/VP OF FINANCE(UNTIL 07/24) 50.00
Officer
$106,691 $16,363 $123,054
ROSE JOHNSON VP, HUMAN RESOURCES 50.00
Highest
$167,056 $23,061 $190,117
IAN GORDON VP, COMMUNITY IMPACT (UNTIL 02/25) 50.00
Highest
$150,902 $22,305 $173,207
NEDELKA PHILLIPS SVP, MARCOMM & FUNDRAISING 50.00
Highest
$142,116 $16,347 $158,463
QUN LIANG DIRECTOR, ACCOUNTING SERVICES 50.00
Highest
$137,259 $5,490 $142,749
ANTHONY PAUL VP, INFORMATION TECHNOLOGY 50.00
Highest
$177,213 $31,996 $209,209
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 $19,231,466 $21,628,888 $48,760,624 $-2,397,422
2024 $21,205,101 $24,291,098 $52,045,506 $-3,085,997
2023 $22,668,840 $26,391,368 $56,575,119 $-3,722,528
2022 $25,572,571 $24,186,221 $52,010,356 $1,386,350
2021 $48,565,740 $25,693,328 $56,305,316 $22,872,412
2020 $27,632,493 $25,869,269 $35,055,303 $1,763,224
2019 $27,579,001 $27,250,763 $34,647,427 $328,238
2018 $32,981,505 $33,470,150 $33,396,433 $-488,645
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