United Way of Greater Richmond
2001 Maywill Street, Suite 201
Richmond VA 23230-8007
Mission Statement United Way of Greater Richmond and Petersburg exists to mobilize people, multiply investments and maximize opportunities so people learn more, earn more and lead safe and healthy lives.

United Way is your best partner for achieving the results that improve lives in our community. United Way focuses on long term solutions and not quick fixes. It executes effective strategies based on solid research. And, it makes sure that the money you give is well spent and maximizes the greatest amount of return on your investment. Making an investment in United Way ensures that you get:


Research
United Way has the most thorough research abilities of all charities in our region. Our community indicators report, published yearly, shows the most critical needs and determines the best programs and initiatives to effectively meet those needs. We focus on the necessities of life and the most vulnerable populations to improve community conditions.


Expertise
In our focus areas of Education, Income and Health, United Way has clear goals and priorities. We know the best approaches in these areas. We are careful to invest your hard earned dollars in solutions that are proven to get results.


Coordination
United Way is the area's expect on bringing together organizations to tackle problems together through partnership and collaborations.


Local Citizen Decisions
Supported by United Way’s staff, hundreds of local volunteers – citizens like you – decide where the dollars go. They use established priorities, community research, and agency results to direct our resources to the most critical services.


Fiscal Responsibility
Our volunteer board ensures the strictest accountability so that we are sure to carefully steward every donor dollar that comes to us.

Results
What matters most is positive change that can last over time. Measurable outcomes that improve community conditions as well as individual lives. Positive change that creates a better community for all of us.

These aspects ensure that the most critical needs are prioritized, best solutions and practices are identified, long term changes and not just quick fixes are made, divergent groups are brought together, accountability is kept at the forefront, and each individual gift is used to the best ability.

Unlike other non-profit organizations, United Way engages all sectors - public, private and civil society - at the community level, mobilizing individuals so they become the agents of change in their own neighborhoods to improve the conditions in which they live. By working at the local level, United Way of Greater Richmond & Petersburg addresses the root causes that affect families and individuals in our area.

Whether it's our work to ensure that all children are ready for school success and all youth are ready for the workforce, to provide resources to families in need of financial stability, or to facilitate adequate health services for older adults - our United Way is part of a powerful force working for change.
Web and Social Media
Video


Leadership
CEO/Executive Director Mr. James L. M. Taylor
Board Chair Mr. Anthony Conte
Board Chair Company Affiliation Wells Fargo
Contact Information
Address 2001 Maywill Street, Suite 201
Richmond, VA 232308007
Telephone 804 771-5820
Fax 804 225-7344
E-mail customerservice@yourunitedway.org
History and Background
Year of Incorporation 1911
Former Names
NameYear
United Way Services2004
Financial Summary
 
 
Projected Revenue $13,100,000.00
Projected Expenses $13,800,000.00
Additional Documents
Building a Strong Community Together2014View
Regional Plan for Children's School Readiness2010View
2-1-1 Brochure in Spanish2010View
2-1-1 Brochure in English2010View
Statements
Mission United Way of Greater Richmond and Petersburg exists to mobilize people, multiply investments and maximize opportunities so people learn more, earn more and lead safe and healthy lives.

United Way is your best partner for achieving the results that improve lives in our community. United Way focuses on long term solutions and not quick fixes. It executes effective strategies based on solid research. And, it makes sure that the money you give is well spent and maximizes the greatest amount of return on your investment. Making an investment in United Way ensures that you get:


Research
United Way has the most thorough research abilities of all charities in our region. Our community indicators report, published yearly, shows the most critical needs and determines the best programs and initiatives to effectively meet those needs. We focus on the necessities of life and the most vulnerable populations to improve community conditions.


Expertise
In our focus areas of Education, Income and Health, United Way has clear goals and priorities. We know the best approaches in these areas. We are careful to invest your hard earned dollars in solutions that are proven to get results.


Coordination
United Way is the area's expect on bringing together organizations to tackle problems together through partnership and collaborations.


Local Citizen Decisions
Supported by United Way’s staff, hundreds of local volunteers – citizens like you – decide where the dollars go. They use established priorities, community research, and agency results to direct our resources to the most critical services.


Fiscal Responsibility
Our volunteer board ensures the strictest accountability so that we are sure to carefully steward every donor dollar that comes to us.

Results
What matters most is positive change that can last over time. Measurable outcomes that improve community conditions as well as individual lives. Positive change that creates a better community for all of us.

These aspects ensure that the most critical needs are prioritized, best solutions and practices are identified, long term changes and not just quick fixes are made, divergent groups are brought together, accountability is kept at the forefront, and each individual gift is used to the best ability.

Unlike other non-profit organizations, United Way engages all sectors - public, private and civil society - at the community level, mobilizing individuals so they become the agents of change in their own neighborhoods to improve the conditions in which they live. By working at the local level, United Way of Greater Richmond & Petersburg addresses the root causes that affect families and individuals in our area.

Whether it's our work to ensure that all children are ready for school success and all youth are ready for the workforce, to provide resources to families in need of financial stability, or to facilitate adequate health services for older adults - our United Way is part of a powerful force working for change.
Impact

In the 2014/2015 fiscal year:  United Way provided technical assistance and outcome-focused funding to 73 high-priority, effective non-profit programs, serving more than 86,000 people in the Richmond-Petersburg region. For many of these programs, United Way is the only stable source of funding, as their government or foundation grants fluctuate from year to year.

 

  • United Way support provided opportunities for a better life to at-risk children and families. For example: more than 38,000 young children, school age youth, and families benefited from services including preschool, high-quality after school programs, and parent mentoring.
  • More than 14,000 students earned better grades and spent more time in school thanks to United Way-supported youth programs.
  • United Way funded programs provided resources to people who are struggling to meet their most basic of needs including food, shelter, and employment. Last year more than 32,000 people received services helping them to become more financially stable such as job training and placement services, housing assistance and emergency shelter, and case management services.
  • United Way funded programs provided essential support to older adults and their caregivers with a goal of maintaining health and independence. United Way-funded programs served more than 7,900 older adults through various supportive programs such as home health and adult day care, legal assistance, home delivered meals, and transportation.

 

Needs
United Way of Greater Richmond & Petersburg is unique in the local nonprofit landscape in our focus on region-wide impact. It takes research, strategy and investment to make the bold changes our region needs in order to help people of all ages and to strengthen our community for the future. Through research, United Way has identified the following community needs and created strategies to help:
 
  • All children, from birth to age 5, to become healthy, well-cared for and ready to succeed in school and in life.
  • All youth to develop positive behaviors and graduate from high school on time with the necessary skills to become productive citizens.
  • All families and individuals to become financially stable and to weather crises.
  • All older adults to age with dignity and independence, which includes meeting basic needs, accessing medical care and staying active.

It will take all of us, working together through United Way, to provide the investment that will help the children, youth, families and older adults in need in our region. We all have a stake in making our region a healthy and prosperous place to live. 

Background
For more than 90 years, United Way of Greater Richmond & Petersburg has brought the members of our community together to help local people in need.
In 1911, concerned citizens met to discuss how they could help meet the community’s needs. That conversation ultimately led to the launch of Richmond’s first Community Chest campaign in 1924. In the years since, our name has changed and our mission has evolved, but our goal to strengthen the greater Richmond and Petersburg region has remained unchanged.
 
Today, United Way of Greater Richmond & Petersburg harnesses the caring power of our community to advance the common good through regional leadership, coalition building, program investments and fundraising.
 
United Way’s footprint includes more than 1 million residents and covers 11 localities: the cities of Colonial Heights, Petersburg and Richmond, as well as the counties of Charles City, Chesterfield, Dinwiddie, Goochland, Hanover, Henrico, New Kent and Powhatan.
 
Your United Way is run locally, by local people, and the money raised in our region helps the people who live in our region. Dedicated volunteers, with support from United Way’s professional staff, oversee every aspect of our work. Community leaders monitor and govern United Way’s financial operations and ensure prudent management, and volunteers lead the annual fundraising campaign. And more than 100 community volunteers oversee our community impact work and make all of the program investment decisions.
 
The organization is also part of the United Way Worldwide network. We are proud to be aligned with 1,800 United Ways in the United States and 40 other countries. Your United Way consistently meets the rigorous standards for membership in that network, receiving the United Way Worldwide stamp of approval based on annual reviews.
 
Our financial management, standards and ethics have received high ratings from the Better Business Bureau and Charity Navigator, the largest evaluator of nonprofits in America.
 
United Way’s longevity in our community puts us in a unique position. No other local nonprofit brings together as many people, companies and organizations to raise money for regional impact. No single agency has the capacity to fund 63 programs, lead community-wide coalitions, set a region-wide, research-based human services agenda and then support the execution of that agenda. Our work affects hundreds of thousands of local people of all ages.
Areas of Service
Areas Served
Area
In a specific U.S. city, cities, state(s) and/or region.
Richmond, City
Chesterfield County
Colonial Heights, City
Dinwiddie County
Goochland County
Hanover County
Henrico County
Petersburg, City
Powhatan County
New Kent County
Charles City County
Service Area: The cities of Richmond, Petersburg and Colonial Heights, and the counties of Charles City, Chesterfield, Dinwiddie, Goochland, Hanover, Henrico, New Kent, and Powhatan.
Board Chair
Board Chair Mr. Anthony Conte
Company Affiliation Wells Fargo
Term July 2016 to June 2018
Email anthony.conte@wellsfargo.com
Board CoChair
Board CoChair Mr. Dan Hudgens
Company Affiliation Deloitte
Term July 2016 to June 2018
Email dhudgens@deloitte.com
Board of Directors
Board Members
NameAffiliation
Heidi Abbott Hunton & Williams
Corynne Arnett Dominion
Maggi Beckstoffer MBM Marketing
Bob Blake Community Volunteer
Anthony Conte Wells Fargo
Ms. Donna Craver KPMG
Jeffrey Carr Edwards Ernst & Young LLP
Danielle Fitz-Hugh Petersburg Chamber of Commerce
Candace Formacek Universal Corporation
Richard Hatch Central Virginia Labor Federation
Daniel Hudgens Deloitte & Touche LLP
Mr. TJ Hughes SunTrust
Lori Jarvis Hunton & Williams
Jonathan A. Leon The Brink's Company
T. Preston Lloyd Jr.Williams & Mullen
Mr. Mark Mullinix Federal Reserve Bank
Dr. Marcus Newsome Petersburg City Public Schools
Amy P. Nisenson The Mary Morton Parsons Foundation
Peter Perkins Community Volunteer
Brian Rountree Bank of America/Merrill Lynch
René Shepperson Union Bank & Trust
James J.L. Stegmaier Chesterfield County
Eileen Pedante Stone UPS Freight
Barry Taylor Community Volunteer
Nancy Thomas Retail Merchants Association
Shannon L. Venable Children's Museum of Richmond
William Weber DuPont deNemours & Co.
Julie Yoo Federal Reserve Bank
Board Demographics - Ethnicity
African American/Black 2
Asian American/Pacific Islander 1
Caucasian 25
Hispanic/Latino 0
Native American/American Indian 0
Board Demographics - Gender
Male 15
Female 13
Governance
Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % 70
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 100
Number of Full Board Meetings Annually 10
Standing Committees
Audit
Donor Services
Executive
Finance
Board Governance
Other Boards
The tables below contain information about other groups that advise this nonprofit on operations and projects.
Executive Director
Executive Director Mr. James L. M. Taylor
Experience


Senior Staff
NameTitle
Gigi Amateau Chief Impact Officer
Susan Johnson O'Neil Chief Development Officer
Dan Kearns Chief Financial Officer
Angie Otto HR Director
Staff
Full Time Staff 36
Part Time Staff 1
Volunteers 300
Contractors 0
Retention Rate 0
Plans
Organization has a Fundraising Plan? No
Organization has a Strategic Plan? Yes
Years Strategic Plan Considers 3
Date Strategic Plan Adopted Nov 2013
Organization Policy and Procedures Yes
Nondiscrimination Policy Yes
Whistleblower Policy Yes
Document Destruction Policy Yes
Collaborations
Smart Beginnings Greater Richmond
YPQI-The Youth Program Quality Initiative  
Metrocash- Volunteer Income Tax Assistance (EITC Coalition)
The Greater Richmond Age Wave Planning
THRIVE
Affiliations
AffiliationYear
Bridging Richmond2009
Smart Beginnings-Early Child Development Coalition2006
Greater Richmond Earned Income Tax Credit Coalition2008
Greater Richmond Chamber of Commerce1945
Awards
Awards
Award/RecognitionOrganizationYear
Award of Excellence/Smart Beginnings Greater Richmond Kindergarten Registration CampaignPublic Relations Society of Virginia2012
Community Collaboration/Smart Beginnings Greater RichmondValentine Richmond History Makers2013
Programs
Description

United Way focuses on the building blocks of a good life: Education, Income & Health.We provide long-term funding, technical assistance, and support to a portfolio of programs at partner agencies that are meeting high priority needs. We have a significant research and community planning function and regularly collaborate on community initiatives. Information is used to set priorities for program funding and community problem-solving activities. Initiatives:
Smart Beginnings Greater Richmond: a regional coalition of local public and private organizations, businesses, and citizens working together to ensure that the region’s children enter school healthy, well-cared for, and ready to succeed in school and in life. 
YPQI (Youth Program Quality Initiative): a regional effort to improve the quality of programs serving children and youth during out of school time hours.
The Greater Richmond Age Wave Planning effort: a coalition of public and private organizations, businesses, and citizens working together to ensure that the region is Age Wave Prepared.  
Metrocash Volunteer Income Tax Assistance Coalition: This program, run by United Way, provides free income tax preparation and cash coaching.

Population Served Children and Youth (0 - 19 years)
Long Term Success

Fiscal Year
Projected Revenue $13,100,000.00
Projected Expenses $13,800,000.00
Endowment Value $5,802,290.00
Spending Policy Income Only
Percentage (if selected) 5
Form 990s
IRS Letter of Exemption
Detailed Financials
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201620152014
Foundation and
Corporation Contributions
------
Government Contributions$710,878$694,147$728,970
Federal----$728,970
State------
Local------
Unspecified$710,878$694,147--
Individual Contributions$5,924,886$5,928,094$7,785,572
$1,366,363$1,033,354$41,521
$374,645--$614,662
Investment Income, Net of Losses$419,206$159,066$1,002,905
Membership Dues------
Special Events------
Revenue In-Kind$177,896$307,268--
Other$184,730$822,985--
Expense Allocation
Fiscal Year201620152014
Program Expense$6,474,934$11,727,072$7,518,293
Administration Expense$1,213,006$1,325,188$1,277,683
Fundraising Expense$1,354,771$1,413,175$1,174,251
Payments to Affiliates------
Total Revenue/Total Expenses1.010.621.02
Program Expense/Total Expenses72%81%75%
Fundraising Expense/Contributed Revenue17%18%14%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$14,993,852$13,412,669$12,857,310
Current Assets$9,403,070$8,071,425$7,024,838
Long-Term Liabilities$0$0--
Current Liabilities$6,751,474$5,286,185$4,235,371
Total Net Assets$8,242,378$8,126,484$8,621,939
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities1.391.531.66
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets0%0%0%
Capital Campaign
Currently in a Capital Campaign? No
State Charitable Solicitaions Permit
Solicitations Permit
Solicitations Permit 11/2016View
Comments
Foundation Comments
  • Form 990 and audit prepared by Keiter, Stephens, Hurst, Gary & Shreaves, PC
  • Financial analysis performed with audit.