UNITED WAY OF SOUTH HAMPTON ROADS (EIN 540506322) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1923

Legal Domicile

Principal Officer

RONALD M UREN

Phone

7578538500

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF SOUTH HAMPTON ROADS, founded in 1923, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $17.4M in total revenue in fiscal year 2017. Revenue decreased 19% compared to the prior year. Expenses of $16.2M left a modest 7% surplus.

Mission

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. UWSHR'S MISSION IS TO BRING PEOPLE AND RESOURCES TOGETHER TO SOLVE PROBLEMS TOO BIG FOR ANYONE TO SOLVE ALONE.

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Trantor Score

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

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $15,192,780

Program Service Revenue $164,103

Investment Income $1,040,429

Other Revenue $0

TOTAL REVENUE $16,397,312

Expense Breakdown

Grants Paid $7,201,454

Salaries & Benefits $4,681,490

Fundraising Expenses $1,765,239

Program Expenses $21,617,341

Other Expenses $12,174,178

TOTAL EXPENSES $24,057,122

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,397,312	$16,664,046	0.0%
Expenses	$24,057,122	$19,112,894	+0.3%
Net Income	$-7,659,810	$-2,448,848	+2.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

Volunteers

2945

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

$124,147

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR JAVUANE ADAMS-GASTON	DIRECTOR	1.00	Director	$0	$0	$0
LEWIS W WEBB ESQ	PAST CHAIR	1.00	Officer Director	$0	$0	$0
THOMAS HASTY III	DIRECTOR	1.00	Director	$0	$0	$0
CARLA STONER	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID BERND	DIRECTOR	1.00	Director	$0	$0	$0
DON BLANKINSHIP	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN COLPITTS	DIRECTOR	1.00	Director	$0	$0	$0
MARK JOHNSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BRENT HADEN	DIRECTOR	1.00	Director	$0	$0	$0
AMY BOWDEN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT BROERMANN	DIRECTOR	1.00	Director	$0	$0	$0
DR JARED COTTON	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM CROW	DIRECTOR	1.00	Director	$0	$0	$0
DENYS DIAZ	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK DUHANEY	DIRECTOR	1.00	Director	$0	$0	$0
DR MARCIA CONSTON	DIRECTOR	1.00	Director	$0	$0	$0
DENA CORR	DIRECTOR	1.00	Director	$0	$0	$0
SARAH HOLTZINGER	DIRECTOR	1.00	Director	$0	$0	$0
DARLEEN MASTIN	DIRECTOR	1.00	Director	$0	$0	$0
AKHIL JAIN	DIRECTOR	1.00	Director	$0	$0	$0
MILES LEON	DIRECTOR	1.00	Director	$0	$0	$0
ANTONIA MCLAREN	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN MOTLEY	DIRECTOR	1.00	Director	$0	$0	$0
DELCENO MILES	DIRECTOR	1.00	Director	$0	$0	$0
BETH ROBERTS	DIRECTOR	1.00	Director	$0	$0	$0
ERIN RUANE	CHAIR	1.00	Officer Director	$0	$0	$0
JANE SHORT	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY PIGLOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN STEPHENS	DIRECTOR	1.00	Director	$0	$0	$0
RYAN YOUNG	DIRECTOR	1.00	Director	$0	$0	$0
RONALD M UREN	CHIEF EXECUTIVE OFFICER	37.00	Officer	$109,232	$14,915	$124,147
KRISTEL FITZGERALD	EMPLOYEE	40.00	Highest	$186,069	$38,350	$224,419
VIVEN MCMAHAN	EMPLOYEE	40.00	Highest	$108,758	$23,493	$132,251

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	No data	No data	No data	No data
2024	$16,397,312	$24,057,122	$65,771,625	$-7,659,810
2023	$16,664,046	$19,112,894	$66,583,795	$-2,448,848
2022	$28,678,324	$32,232,815	$66,003,873	$-3,554,491
2021	$55,929,525	$31,293,464	$76,697,297	$24,636,061
2020	$24,460,718	$14,419,503	$45,967,298	$10,041,215
2019	$27,567,386	$13,774,999	$38,492,214	$13,792,387
2018	$17,431,798	$16,210,545	$23,029,628	$1,221,253

UNITED WAY OF SOUTH HAMPTON ROADS