UNITED WAY OF VIRGINIA'S EASTERN S… - 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

1991

Legal Domicile

Principal Officer

DAWN BYRD

Phone

7577875622

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF VIRGINIA'S EASTERN SHORE INC, founded in 1991, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $256K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

UNITED WAY IMPROVES LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES AROUND THE WORLD TO ADVANCE COMMON GOOD. THE UNITED WAY OF VIRGINIA'S EASTERN SHORE IS A LOCAL VOLUNTEER ORGANIZATION ESTABLISHED IN 1991 BY BUSINESS PEOPLE AND COMMUNITY LEADERS WHO RECOGNIZED THE NEED TO HAVE A LOCAL ORGANIZATION THAT WOULD BE DEDICATED TO HELPING THE PEOPLE OF VIRGINIA'S EASTERN SHORE INCLUDING ACCOMACK AND NORTHAMPTON COUNTIES BY ORGANIZING AND HELPING TO RAISE FINANCIAL SUPPORT FROM LOCAL BUSINESSES AND INDIVIDUALS FOR A VARIETY OF LOCAL CHARITIES.

Program Service Accomplishments

Program 1

Expenses: $241,950

ALLOCATED AND FUNDED VARIOUS HEALTH AND HUMAN SERVICES AND CHARITABLE ORGANIZATIONS SERVING THE NEEDS OF THE RESIDENTS OF ACCOMACK AND NORTHAMPTON COUNTIES OF VIRGINIA'S EASTERN SHORE.

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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 $248,361

Program Service Revenue $0

Investment Income $7,441

Other Revenue $0

TOTAL REVENUE $255,802

Expense Breakdown

Grants Paid $195,961

Salaries & Benefits $41,344

Fundraising Expenses $2,552

Program Expenses $241,950

Other Expenses $35,099

TOTAL EXPENSES $272,404

Year-over-Year Comparison

	2023	2022	Change
Revenue	$255,802	$234,289	+0.1%
Expenses	$272,404	$291,174	-0.1%
Net Income	$-16,602	$-56,885	-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

N/A

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

$37,584

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAWN BYRD	EXECUTIVE DI	29.50	Officer	$37,584	$0	$37,584
JENNIFER ANNIS	TREASURER	N/A	Officer Director	$0	$0	$0
DANA BUNDICK	BOARD MEMBER	N/A	Director	$0	$0	$0
MELANIE DAHLEN	BOARD MEMBER	N/A	Director	$0	$0	$0
PATSY GOARD	SECRETARY	N/A	Officer Director	$0	$0	$0
CHARMIN HORTON	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
PAUL E BIBBINS JR	BOARD MEMBER	N/A	Director	$0	$0	$0
JAMES LILLISTON	BOARD MEMBER	N/A	Director	$0	$0	$0
TAMPA MILLER	BOARD MEMBER	N/A	Director	$0	$0	$0
SAM NORTON	PRESIDENT	N/A	Officer Director	$0	$0	$0
WAYNE PARSLEY	BOARD MEMBER	N/A	Director	$0	$0	$0
KIMBERLY SAVAGE	PAST-PRESIDE	N/A	Officer Director	$0	$0	$0
PEGGY SHAEFFER	BOARD MEMBER	N/A	Director	$0	$0	$0
CATHERINE TURLINGTON	BOARD MEMBER	N/A	Director	$0	$0	$0
KENTRELLE WALKER	BOARD MEMBER	N/A	Director	$0	$0	$0
MALCOLM WHITE	BOARD MEMBER	N/A	Director	$0	$0	$0

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	$255,802	$272,404	$339,383	$-16,602
2023	$234,289	$291,174	$341,202	$-56,885
2022	$255,581	$278,879	$381,136	$-23,298
2021	$274,533	$267,624	$443,715	$6,909
2020	$354,568	$435,666	$439,504	$-81,098
2019	$273,349	$315,123	$395,207	$-41,774

UNITED WAY OF VIRGINIA'S EASTERN SHORE INC