United Way of the Virginia Peninsula

EIN: 540535602 501(c)(3) Philanthropy & Grantmaking

Yorktown, VA

Total Revenue
$5,372,880
Total Expenses
$5,578,055
Total Assets
$7,228,914
Net Assets
$5,478,819
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1941
Legal Domicile
VA
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 $5.4M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

The mission of the United Way of the Virginia Peninsula is to improve the quality of life for people in our community by funding programs in the areas of Education, Health, and Self-Sufficiency.

Program Service Accomplishments

Program 1
Expenses: $3,539,902 Revenue: $36,191

Ensuring the Health of our CommunityA community is only as healthy as the people who call it home. We expand access to quality, affordable care, give parents the tools they need to raise healthy...

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Ensuring the Health of our CommunityA community is only as healthy as the people who call it home. We expand access to quality, affordable care, give parents the tools they need to raise healthy children, and get everyone moving more and eating better to approximately 421,956 residents on the Virginia Peninsula. United Way supports free clinics, Senior Services linking our elderly population with social, medical, transportation and community services. Case management assistance for low income seniors. Pediatric Hospice for families caring for catastrophically ill children at home. In addition, United Way pays donor designated funds for the Peninsula Combined Federal Campaign and the United Way Community Campaign directly to many 501c(3) organizations in the local area and nationwide.

Program 2
Expenses: $1,118,488 Revenue: $11,435

Promoting Financial StabilityUWVP helps families address financial crises and work to achieve financial stability. Through UWVP-funded partners along with UWVP's Community Assistance Network (CAN)...

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Promoting Financial StabilityUWVP helps families address financial crises and work to achieve financial stability. Through UWVP-funded partners along with UWVP's Community Assistance Network (CAN) approximately 31,864 residents of the VA Peninsula were able to access financial assistance to avoid eviction and other loss of basic needs, access shelter, and receive budget and financial counseling.

Program 3
Expenses: $286,298 Revenue: $2,927

Investing in EducationUWVP and its partners support children, youth, and adults achieve their potential through education. We invest in school readiness, academic success, social-emotional...

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Investing in EducationUWVP and its partners support children, youth, and adults achieve their potential through education. We invest in school readiness, academic success, social-emotional development, civic engagement, career training, and workforce development, helping people reach their educational and career goals, breaking the generational cycles of poverty. UWVP funds assisted in the academic success of approximately 102,735 children and youth residing on the Virginia Peninsula.

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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%)

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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

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
23
Independent Members
22
Employees
26
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
6
$364,834
Total Directors
23
$238,410
Key Employees
0
$0
Highest Compensated
0
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
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