UNITED WAY OF NORTHERN SHENANDOAH … - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1946

Legal Domicile

Principal Officer

ANDY GAIL

Phone

5406629366

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF NORTHERN SHENANDOAH VALLEY INC, founded in 1946, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $1.3M exceeded revenue, resulting in a 17% operating deficit.

Mission

THE ORGANIZATION WORKS TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER. IT CONDUCTS AN ANNUAL CAMPAIGN IN THE FALL OF EACH YEAR TO RAISE SUPPORT FOR ALLOCATION TO PARTICIPATING AGENCIES IN THE SUBSEQUENT FISCAL YEAR.

Program Service Accomplishments

Program 1

Expenses: $899,170 Revenue: $60,141

THE ORGANIZATION CONDUCTS AN ANNUAL CAMPAIGN TO BENEFIT NONPROFIT ORGANIZATIONS. ALLOCATIONS ARE PAID DIRECTLY TO THE NONPROFIT ORGANIZATIONS. IT ALSO CONDUCTS COMMUNITY SERVICES.

Program 2

Expenses: $147,198

UNITED WAY NSV HAS COLLABORATED WITH UNITED WAY AGENCIES ACROSS VIRGINIA ON THE ALICE PROJECT, WHICH SHINES A SPOTLIGHT ON THE NUMBER OF FAMILIES IN OUR COMMUNITY WHO ARE STRUGGLING TO MAKE ENDS...

UNITED WAY NSV HAS COLLABORATED WITH UNITED WAY AGENCIES ACROSS VIRGINIA ON THE ALICE PROJECT, WHICH SHINES A SPOTLIGHT ON THE NUMBER OF FAMILIES IN OUR COMMUNITY WHO ARE STRUGGLING TO MAKE ENDS MEET. THESE FAMILIES WORK HARD AND EARN MORE THAN THE FEDERAL POVERTY LEVEL, BUT CAN BARELY COVER THE BASICS: HOUSING, CHILD CARE, FOOD, HEALTH CARE, AND TRANSPORTATION. THE PROBLEM IS ALICE FAMILIES, WHO OFTEN DO NOT QUALIFY FOR SOCIAL SERVICES BENEFITS, OFTEN DON'T KNOW WHERE TO TURN WHEN A CRISIS OCCURS. THE VALLEY ASSISTANCE NETWORK (VAN) WAS CREATED TO FILL A GAP THAT OUR COMMUNITY DESPERATELY NEEDS. IT HAS PROVEN TO BE A SAFETY NET FOR HUNDREDS OF PEOPLE IN OUR COMMUNITY.

Program 3

DURING THE CURRENT FISCAL YEAR, THE UNITED WAY NSV DISBURSED $31,250 IN RELIEF TO NEEDY INDIVIDUALS AND FAMILIES SUFFERING FROM THE CARES/COVID-19 PANDEMIC.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $965,904

Program Service Revenue $69,499

Investment Income $41,670

Other Revenue $0

TOTAL REVENUE $1,077,073

Expense Breakdown

Grants Paid $587,021

Salaries & Benefits $484,757

Fundraising Expenses $81,626

Program Expenses $1,046,368

Other Expenses $189,379

TOTAL EXPENSES $1,261,157

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,077,073	$1,532,560	-0.3%
Expenses	$1,261,157	$1,441,763	-0.1%
Net Income	$-184,084	$90,797	-3.0%

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

1000

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

$102,104

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON VAN HEUKELUM	BOARD MEMBER	2.00	Director	$0	$0	$0
KIM BLOSSER	BOARD MEMBER	2.00	Director	$0	$0	$0
BETH FALU	SECRETARY	2.00	Officer Director	$0	$0	$0
DR JEFFREY FEIT	2ND VICE CHAIR	2.00	Officer Director	$0	$0	$0
DR YOLANDA BARBIER GIBSON	CHAIR	2.00	Officer Director	$0	$0	$0
JANET MICHAEL	IST VICE CHAIR	2.00	Officer Director	$0	$0	$0
DIANA PATTERSON	BOARD MEMBER	2.00	Director	$0	$0	$0
AMY SLAUGHTER	BOARD MEMBER	2.00	Director	$0	$0	$0
CHARYL THOMPSON STACY	BOARD MEMBER	2.00	Director	$0	$0	$0
GEORGE HUMMER	BOARD MEMBER	2.00	Director	$0	$0	$0
BILLY GILPIN	BOARD MEMBER	2.00	Director	$0	$0	$0
MARC DESMARAIS	BOARD MEMBER	2.00	Director	$0	$0	$0
ERICA TRUBAN	BOARD MEMBER	2.00	Director	$0	$0	$0
TRACIE DICKSON	BOARD MEMBER	2.00	Director	$0	$0	$0
HEATHER CLATTERBUCK	BOARD MEMBER	2.00	Director	$0	$0	$0
CANDACE DAVENPORT	BOARD MEMBER	2.00	Director	$0	$0	$0
DARCUS BRENEMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMES REDDISH	BOARD MEMBER	2.00	Director	$0	$0	$0
KAYCEE CHILDRESS	FORMER PRES/CEO	40.00	Officer	$96,249	$5,855	$102,104

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	$1,077,073	$1,261,157	$2,249,875	$-184,084
2023	$1,532,560	$1,441,763	$2,334,922	$90,797
2022	$1,345,257	$1,496,253	$2,011,283	$-150,996
2021	$1,980,956	$1,885,249	$2,367,422	$95,707
2020	$1,206,489	$1,184,115	$2,158,011	$22,374
2019	$1,129,539	$1,073,702	$2,129,118	$55,837

UNITED WAY OF NORTHERN SHENANDOAH VALLEY INC