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Community Development : United Ways (Grantmaking/Grants Payable)

United Way of Greater Richmond & Petersburg

Everyone deserves a path to success -- no matter their age, race or location.

four stars

91.85

2001 Maywill Street Suite 201
Richmond, VA 23230
tel: (804) 771-5820   Web Site
EIN: 23-7375346

Board Leadership
Lori Jarvis
Chair

CEO
James L.M. Taylor
Chief Executive Officer

  Score
(out of 100)
Rating
Overall Score & Rating 91.85 four stars
  Financial 89.20 three stars
  Accountability & Transparency 96.00 four stars
This rating was published 07/01/2019 and includes data from FY2018, the most recent 990 received at that time.

Today, many residents of Greater Richmond and Petersburg struggle because of a lack of education or needed job skills, financial emergencies or the inability to access quality health care. United Way of Greater Richmond & Petersburg is a local member of a worldwide network, which means we leverage large-scale vision with an exclusive focus on the Greater Richmond and Petersburg region. We empower individuals and drive systemic change to provide everyone with a clear path to success. We do this by mobilizing the entire community -- individuals, nonprofits, schools, government agencies and businesses alike -- to collectively tackle our region's toughest challenges.

Today, many residents of Greater Richmond and Petersburg struggle because of a lack of education or needed job skills, financial emergencies or the inability to access quality health care. United Way of Greater Richmond & Petersburg is a local member of a worldwide network, which means we leverage large-scale vision with an exclusive focus on the Greater Richmond and Petersburg region. We empower individuals and drive systemic change to provide everyone with a clear path to success. We do this by mobilizing the entire community -- individuals, nonprofits, schools, government agencies and businesses alike -- to collectively tackle our region's toughest challenges.

Impact Information

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This impact information is current as of March 2020, when it was provided to us by GuideStar. At this time, Impact information published on this organization's page has no effect on its rating per our methodology.

Financial

three stars

89.20

Accountability & Transparency

four stars

96.00

This rating was published 07/01/2019 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
82.2%
  Administrative Expenses 8.2%
  Fundraising Expenses 9.4%
  Fundraising Efficiency $0.10
  Working Capital Ratio (years) 0.57
  Program Expenses Growth 10.0%
  Liabilities to Assets 36.1%
All data for Financial Performance Metrics calculations was provided by United Way of Greater Richmond & Petersburg on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Greater Richmond & Petersburg on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Greater Richmond & Petersburg (VA) 91.85 four stars
United Way of the Bluegrass (KY) 86.15 three stars
United Way of the Columbia-Willamette (OR) 91.45 four stars
United Way of the Laurel Highlands (PA) 95.79 four stars
United Way of Brazoria County (TX) 97.17 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $17,428,553
   Federated Campaigns $195,632
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $138,726
Total Contributions $17,762,911
   Program Service Revenue $0
Total Primary Revenue $17,762,911
   Other Revenue $793,747
TOTAL REVENUE $18,556,658
   
EXPENSES  
   Program Expenses $15,625,588
   Administrative Expenses $1,155,713
   Fundraising Expenses $1,243,236
TOTAL FUNCTIONAL EXPENSES $18,024,537
   
Payments to Affiliates $92,806
Excess (or Deficit) for the year $532,121
   
Net Assets $8,081,802

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Donor Designated Gifts $10,705,307 68.5%
Outcome-focused Funding $2,923,750 18.7%
Community Partnerships $1,996,531 12.8%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 07/01/2019 91.85 four stars
2017-06 12/01/2018 81.31 three stars
2016-06 08/01/2017 83.32 three stars
2015-06 08/01/2016 86.89 three stars
2014-06 06/01/2016 86.98 three stars
 
CN 2.0
2014-06 10/01/2015 81.19 three stars
2013-06 06/01/2014 87.27 three stars
2012-06 07/01/2013 81.08 three stars
2011-06 05/01/2012 83.51 three stars
2010-06 12/23/2011 83.24 three stars
2010-06 09/20/2011 81.81 three stars
 
CN 1.0
2010-06 07/01/2011 73.91 two stars
2009-06 11/24/2010 77.95 two stars
2008-06 06/01/2009 76.73 two stars
2007-06 04/01/2008 78.58 two stars
2006-06 03/01/2007 77.28 two stars
2005-06 04/01/2006 76.33 two stars
2004-06 03/01/2005 73.53 two stars
2003-06 08/01/2004 73.58 two stars
2002-06 04/15/2003 77.12 two stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 23-7375346
Name in IRS Master File UNITED WAY OF GREATER RICHMOND
NTEE Code [Not Provided by IRS]
NTEE Classification [Not Provided by IRS]
NTEE Type [Not Provided by IRS]
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (600) Community Chest, United Way, etc.
(927) Fundraising
(602) Gifts, grants, or loans to other organizations
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date February, 1962
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title
$180,954 1.00% James L.M. Taylor President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Greater Richmond & Petersburg (VA) 91.85 four stars
United Way of Central Florida (FL) 92.98 four stars
United Way of Greater Rochester (NY) 96.89 four stars
United Way of Union County (OH) 91.48 four stars
United Way of Central Alabama (AL) 98.23 four stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

United Way of Greater Richmond & Petersburg
2001 Maywill Street
Suite 201
Richmond, VA 23230
tel: (804) 771-5820
fax: (804) 225-7344
EIN: 23-7375346

Mail donations to:
P.O. Box 11807
Richmond, VA 23230

Visit Web Site

Board Leadership

Lori Jarvis
Chair

CEO

James L.M. Taylor
Chief Executive Officer

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