RAPPAHANNOCK UNITED WAY INC

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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

1939

Legal Domicile

Principal Officer

JANEL S DONOHUE

Phone

5403730041

Tax Period

2023-07-01 to 2024-06-30

RAPPAHANNOCK UNITED WAY INC, founded in 1939, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Expenses of $1.9M exceeded revenue, resulting in a 14% operating deficit.

Mission

IMPROVING LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $645,747

RAPPAHANNOCK UNITED WAY (RUW) IS A NOT-FOR-PROFIT ORGANIZATION WORKING TO CREATE A COMMUNITY THAT IS HOPEFUL, RESILIENT AND SELF-SUFFICIENT BY FOCUSING ON EDUCATION, FINANCIAL STABILITY, AND HEALTHY LIVING PROGRAMS. RUW CONDUCTS AN ANNUAL FUNDRAISING CAMPAIGN WHICH SUPPORTS INTERNAL PROGRAMS DESIGNED TO HELP HOUSEHOLDS LIVING UNDER THE ALICE THRESHOLD TO BECOME SELF-SUFFICIENT AND REACH THEIR POTENTIAL. THESE PROGRAMS INCLUDE BUT ARE NOT LIMITED TO: ONE-TIME EMERGENCY FINANCIAL ASSISTANCE, FREE TAX PREPARATION AND FREE FINANCIAL COACHING. RUW ALSO SUPPORTS OUTSIDE MEMBER AGENCY PROGRAMS THAT ALIGN WITH ITS MISSION AND FOCUS AREAS BY AWARDING GRANTS. RUW SERVES THE CITY OF FREDERICKSBURG AND THE COUNTIES OF CAROLINE, KING GEORGE, SPOTSYLVANIA, AND STAFFORD.

Program 2

Expenses: $677,428

RUW PROGRAMS INCLUDE ALL VOLUNTEER ENGAGEMENT ACTIVITIES AND PROSPER FINANCIAL SERVICES INCLUDING ALICE FINANCIAL ASSISTANCE, TAX SERVICES, FINANCIAL COACHING, AND FINANCIAL EDUCATION.

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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 $1,503,394

Program Service Revenue $0

Investment Income $23,558

Other Revenue $147,747

TOTAL REVENUE $1,674,699

Expense Breakdown

Grants Paid $645,747

Salaries & Benefits $1,002,262

Fundraising Expenses $264,200

Program Expenses $1,323,175

Other Expenses $257,073

TOTAL EXPENSES $1,905,082

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,674,699	$1,857,020	-0.1%
Expenses	$1,905,082	$1,963,216	0.0%
Net Income	$-230,383	$-106,196	+1.2%

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

267

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

$321,007

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RON HOLMES	CHAIR	1.00	Officer Director	$0	$0	$0
CLAYTON SMITH	PAST CHAIR	1.00	Officer Director	$0	$0	$0
BROOKE MILLER	SECRETARY	1.00	Officer Director	$0	$0	$0
SEAN BARDEN	TREASURER	1.00	Officer Director	$0	$0	$0
EDWARD ALLISON	DIRECTOR	1.00	Director	$0	$0	$0
KYLE ALLWINE	DIRECTOR	1.00	Director	$0	$0	$0
LAWRENCE ANDREWS	DIRECTOR	1.00	Director	$0	$0	$0
BRITTANY CHIANG	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN COLEMAN	DIRECTOR	1.00	Director	$0	$0	$0
RON DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
TAUNYA GARDNER	DIRECTOR	1.00	Director	$0	$0	$0
JORDAN HINKEBEIN	DIRECTOR	1.00	Director	$0	$0	$0
JEAN IBANEZ PAYNE	DIRECTOR	1.00	Director	$0	$0	$0
CARA PARKER	DIRECTOR	1.00	Director	$0	$0	$0
TIFFANY RAY-PATTERSON	DIRECTOR	1.00	Director	$0	$0	$0
RON BRANSCOME	DIRECTOR	1.00	Director	$0	$0	$0
SHAWN SLOAN	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY SMITH	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA TALBERT	DIRECTOR	1.00	Director	$0	$0	$0
JANEL S DONOHUE	PRESIDENT	40.00	Officer	$126,548	$0	$126,548
ANN MYERS	DIRECTOR OF	40.00	Officer	$83,205	$0	$83,205
SARAH WALSH	CHIEF IMPACT	40.00	Officer	$111,254	$0	$111,254

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	$1,674,699	$1,905,082	$2,355,615	$-230,383
2023	$1,857,020	$1,963,216	$2,575,305	$-106,196
2022	$2,356,986	$2,736,618	$2,992,940	$-379,632
2021	$4,887,114	$5,018,837	$3,327,465	$-131,723
2020	$4,504,515	$3,162,554	$3,982,168	$1,341,961
2019	$2,862,970	$2,850,575	$3,259,675	$12,395