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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

93.84

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

Board Leadership
James J.L. Stegmaier
Chair

CEO
James L.M. Taylor
Chief Executive Officer

  Score
(out of 100)
Rating
Overall Score & Rating 93.84 four stars
  Financial 92.27 four stars
  Accountability & Transparency 96.00 four stars
This rating was published 09/01/2020 and includes data from FY2019, 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 August 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

four stars

92.27

Accountability & Transparency

four stars

96.00

This rating was published 09/01/2020 and includes data from FY2019, 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)
84.2%
  Administrative Expenses 6.9%
  Fundraising Expenses 8.7%
  Fundraising Efficiency $0.09
  Working Capital Ratio (years) 0.39
  Program Expenses Growth 15.4%
  Liabilities to Assets 47.1%
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) 93.84 four stars
United Way of Central New Mexico (NM) 87.62 three stars
United Way of Wyoming Valley (PA) 91.88 four stars
United Way of Cullman County (AL) 88.68 three stars
United Way of Central Florida (FL) 92.98 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $16,478,398
   Federated Campaigns $8,296
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $129,046
Total Contributions $16,615,740
   Program Service Revenue $0
Total Primary Revenue $16,615,740
   Other Revenue $871,396
TOTAL REVENUE $17,487,136
   
EXPENSES  
   Program Expenses $16,639,097
   Administrative Expenses $1,098,244
   Fundraising Expenses $1,558,291
TOTAL FUNCTIONAL EXPENSES $19,295,632
   
Payments to Affiliates $100,056
Excess (or Deficit) for the year $-1,808,496
   
Net Assets $6,350,676

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 $10,682,483 64.2%
Outcome-focused Funding $4,259,812 25.6%
Community Partnerships $1,696,802 10.2%

Ratings History
United Way of Greater Richmond & Petersburg has received 2 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-06 09/01/2020 93.84 four stars
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

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
$185,301 0.96% James L.M. Taylor President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Greater Richmond & Petersburg (VA) 93.84 four stars
United Way of the Quad Cities (IA) 88.84 three stars
United Way of the Lowcountry (SC) 93.29 four stars
United Way of the Greater Lehigh Valley (PA) 92.50 four stars
The Greenwich United Way (CT) 85.37 three 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

James J.L. Stegmaier
Chair

CEO

James L.M. Taylor
Chief Executive Officer

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