United Way of the Virginia Peninsula (EIN 540535602) - 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

1941

Legal Domicile

Principal Officer

Charvalla West

Phone

7572292222

Tax Period

2023-07-01 to 2024-06-30

United Way of the Virginia Peninsula, founded in 1941, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.7M in total revenue in fiscal year 2017. Expenses of $5.4M exceeded revenue, resulting in a 14% operating deficit.

Mission

To improve the quality of life for people in our community by helping them live their best possible lives. United Way fights for the health, education and financial stability of every person in our community.

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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 $5,052,262

Program Service Revenue $0

Investment Income $270,065

Other Revenue $50,553

TOTAL REVENUE $5,372,880

Expense Breakdown

Grants Paid $4,078,390

Salaries & Benefits $992,383

Fundraising Expenses $305,998

Program Expenses $4,944,688

Other Expenses $507,282

TOTAL EXPENSES $5,578,055

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,372,880	$4,785,490	+0.1%
Expenses	$5,578,055	$5,411,568	+0.0%
Net Income	$-205,175	$-626,078	-0.7%

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

811

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

$364,834

Total Directors

$238,410

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steven S Kast	President/CEO	40.00	Officer Director	$222,515	$15,895	$238,410
Gary L Behm	Chair	0.20	Officer Director	$0	$0	$0
CJ Skip Smith III	Vice Chair	0.20	Officer Director	$0	$0	$0
Leigh H Houghland	Director	0.20	Director	$0	$0	$0
Lindsey A Carney	Ex-Officio	0.20	Director	$0	$0	$0
Tom J Cosgrove	Ex-Officio	0.20	Director	$0	$0	$0
Jeanne Callahan	Director	0.20	Director	$0	$0	$0
Gordon L Gentry Jr	Director	0.20	Director	$0	$0	$0
Robin Hilton	Director	0.20	Director	$0	$0	$0
Jason Houser	Director	0.20	Director	$0	$0	$0
David L Myers	Treasurer	0.20	Officer Director	$0	$0	$0
Graham A Nuttycombe	Director	0.20	Director	$0	$0	$0
Keith D Roots	Director	0.20	Director	$0	$0	$0
Leslie H Schultz	Director	0.20	Director	$0	$0	$0
Brian K Skinner	Ex-Officio	0.20	Director	$0	$0	$0
Stephen C Barrs	Secretary	0.20	Officer Director	$0	$0	$0
Joycelyn Y Spight Roache	Ex-Officio	0.20	Director	$0	$0	$0
Alexis Swann	Director	0.20	Director	$0	$0	$0
Sandy B Wanner	Director	0.20	Director	$0	$0	$0
Ayanna Williams	Director	0.20	Director	$0	$0	$0
Dr Willard Maxwell Jr	Director	0.20	Director	$0	$0	$0
Nhu Yeargin	Director	0.20	Director	$0	$0	$0
Mark A Chilcott	Director	0.20	Director	$0	$0	$0
Charvalla West	COO	40.00	Officer	$110,886	$15,538	$126,424

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	$5,372,880	$5,578,055	$7,228,914	$-205,175
2023	$4,785,490	$5,411,568	$7,349,200	$-626,078
2022	$6,479,153	$3,562,563	$7,731,679	$2,916,590
2021	$9,547,672	$9,744,655	$7,091,274	$-196,983
2020	$6,446,195	$5,838,437	$6,603,766	$607,758
2019	$5,076,422	$5,546,129	$6,557,407	$-469,707
2018	$4,722,008	$5,405,216	$7,331,670	$-683,208

United Way of the Virginia Peninsula