UNITED WAY OF SOUTH HAMPTON ROADS

EIN: 540506322 501(c)(3) Philanthropy & Grantmaking

NORFOLK, VA

Total Revenue
$16,397,312
Total Expenses
$24,057,122
Total Assets
$65,771,625
Net Assets
$61,623,473
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Financial Trends

Organization Details

Formation Year
1923
Legal Domicile
VA
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 $16.4M in total revenue in fiscal year 2023. Expenses of $24.1M exceeded revenue, resulting in a 47% operating deficit.

Mission

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

Program Service Accomplishments

Program 1
Expenses: $21,617,341 Revenue: $164,103

UWSHR CONDUCTS FUNDRAISING CAMPAIGNS, ACTS AS AN ADMINISTRATIVE AGENT, AND DISTRIBUTES FUNDS TO PARTICIPATING AREA ORGANIZATIONS ACCORDING TO DONOR DESIGNATIONS AND FUND DISTRIBUTION COMMITTEE...

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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: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.MISSION UNITED ENDOWMENT - 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. THE CORPUS OF THIS FUND IS INVESTED INTO PERPETUITY. UNITED FOR CHILDREN ENDOWMENT - 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. 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.

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Trantor Score

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

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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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Governance

Voting Members
31
Independent Members
30
Employees
70
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
5
$124,147
Total Directors
30
$0
Key Employees
0
$0
Highest Compensated
2
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
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