UNITED WAY OF VIRGINIA'S BLUE RIDGE INC (EIN 540535302) - 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

1924

Legal Domicile

Principal Officer

ABIGAIL V HAMILTON

Phone

5407774200

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF ROANOKE VALLEY INC, founded in 1924, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.1M in total revenue in fiscal year 2017. Revenue fell 26% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $904K, a strong 18% operating margin.

Mission

TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF PEOPLE IN OUR COMMUNITY. UNITED WAY OF VIRGINIA'S BLUE RIDGE SERVES PEOPLE IN THE CITIES OF ROANOKE AND SALEM, TOWN OF VINTON, AND THE COUNTIES OF BOTETOURT, CRAIG, ROANOKE, AND FRANKLIN.

🔒

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 $5,756,904

Program Service Revenue $0

Investment Income $50,104

Other Revenue $272,836

TOTAL REVENUE $6,079,844

Expense Breakdown

Grants Paid $2,709,328

Salaries & Benefits $2,511,722

Fundraising Expenses $442,552

Program Expenses $4,884,172

Other Expenses $811,144

TOTAL EXPENSES $6,032,194

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,079,844	$5,739,474	+0.1%
Expenses	$6,032,194	$5,976,120	+0.0%
Net Income	$47,650	$-236,646	-1.2%

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

394

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

$211,550

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MRS PAULA M BROWN	CHAIR	1.00	Officer Director	$0	$0	$0
MATTHEW THOMAS	CHAIR ELECT, RESOURCE DEVELOPMENT CHAIR	1.00	Officer Director	$0	$0	$0
JESSICA BEEMER	OPERATIONS AND FINANCE CHA	1.00	Officer Director	$0	$0	$0
DR CHERYL WALKER HARTMAN	COMMUNITY IMPACT CHAIR	1.00	Officer Director	$0	$0	$0
FRANK SHUSHOK JR	PUBLIC POLICY CHAIR	1.00	Officer Director	$0	$0	$0
MRS TIFFANY T BRADBURY	MARKETING AND COMMUNICATIO	1.00	Officer Director	$0	$0	$0
MATTHEW HUBBARD	SECRETARY	1.00	Officer Director	$0	$0	$0
MR ROBERT S COWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
DR JOHN H BURTON	BOARD MEMBER	1.00	Director	$0	$0	$0
DR KENNETH E NICELY	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLENE DAY	BOARD MEMBER	1.00	Director	$0	$0	$0
KIRTESH D PATEL	BOARD MEMBER	1.00	Director	$0	$0	$0
BLAIR CELLI	BOARD MEMBER	1.00	Director	$0	$0	$0
MR AUBREY W WRIGHT	BOARD MEMBER	1.00	Director	$0	$0	$0
LAUREN EELLS	BOARD MEMBER	1.00	Director	$0	$0	$0
SHATENITA HORTON	BOARD MEMBER	1.00	Director	$0	$0	$0
MR ESTEBAN DURAN-BALLEN	BOARD MEMBER	1.00	Director	$0	$0	$0
MR JOHN WILLIAM HERRIG	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES MYERS	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC SICHAU	BOARD MEMBER	1.00	Director	$0	$0	$0
MRS JULIET J LOWERY	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN WELLS	BOARD MEMBER	1.00	Director	$0	$0	$0
MS BETTINA S MASON	BOARD MEMBER	1.00	Director	$0	$0	$0
MS BLAIR CELLI	BOARD MEMBER	1.00	Director	$0	$0	$0
MS JILLIAN P MOORE	BOARD MEMBER	1.00	Director	$0	$0	$0
MS KRISTI L MALLORY	BOARD MEMBER	1.00	Director	$0	$0	$0
REV ANTHONY LLOYD HOLMES	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVEN LAYMON	BOARD MEMBER	1.00	Director	$0	$0	$0
VERLETTA WHITE	BOARD MEMBER	1.00	Director	$0	$0	$0
THOMAS CLINE	BOARD MEMBER	1.00	Director	$0	$0	$0
KEITH MCKENNA	BOARD MEMBER	1.00	Director	$0	$0	$0
MELINDA PAYNE	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIELLE POE	BOARD MEMBER	1.00	Director	$0	$0	$0
ANITA WALTON	BOARD MEMBER	1.00	Director	$0	$0	$0
ABBY VERDILLO HAMILTON	PRESIDENT & CEO	40.00	Officer	$99,732	$15,471	$115,203
TERRY BRIDGES	VP OF OPERATIONS & FINANCE	40.00	Officer	$77,947	$18,400	$96,347

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	$6,079,844	$6,032,194	$7,496,282	$47,650
2024	$5,739,474	$5,976,120	$8,031,295	$-236,646
2023	$5,602,054	$5,832,592	$7,635,404	$-230,538
2022	$5,417,169	$5,283,595	$7,671,992	$133,574
2021	$7,187,442	$6,597,658	$8,530,684	$589,784
2020	$5,025,940	$4,540,464	$7,654,857	$485,476
2019	$4,577,653	$4,360,504	$7,508,018	$217,149
2018	$5,119,705	$4,216,120	$7,402,776	$903,585

UNITED WAY OF VIRGINIA'S BLUE RIDGE INC