2026-04-24T07:30:38-05:00 2025-06-30 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2024-07-01 540506322 United Way of South Hampton Roads UNIT 7578538500 2515 Walmer Avenue Norfolk VA 23513 Ronald M Uren President & CEO 7578538500 2026-04-22 1 1 Mayumi Stella CPA P00970938 6122536500 2026-03-31 2024 2025-03-06 01:10:19Z Ronald M Uren 2515 Walmer Avenue Norfolk VA 23513 16537513 0 X www.unitedwayshr.org X 1923 VA UWSHR conducts fundraising campaigns, acts as an administrative agent, and distributes funds to participating area organizations according to donor designations and fund distribution committee recommendations. UWSHR's mission is to bring people and resources together to solve problems too big for anyone to solve alone. 30 29 65 2224 0 0 15192780 14477502 164103 150197 1040429 1909814 0 0 16397312 16537513 7201454 12111697 0 0 4681490 5518647 0 0 1064159 12174178 2296667 24057122 19927011 -7659810 -3389498 65771625 65983478 4148152 4560328 61623473 61423150 X UWSHR's mission is to bring people and resources together to solve problems too big for anyone to solve alone. 0 0 18136198 12111697 150197 UWSHR conducts fundraising campaigns, acts as an administrative agent, and distributes funds to participating area organizations according to donor designations and fund distribution committee recommendations. Program Services - Community Investments:UWSHR envisions a community where all individuals and families thrive and reach their full potential. To fully realize this vision, we must support those living in or on the verge of poverty or crisis with navigating a path to self-sufficiency. Factors that prevent children and families from experiencing safe, stable and successful lives are complex and must be addressed holistically. UWSHR is focused on partnering with vulnerable populations in the South Hampton Roads communities. This includes those below the Federal Poverty Level as well as those struggling to make ends meet, who we call ALICE .ALICE is an acronym coined by a collaborating group of United Ways that stands for Asset Limited, Income Constrained, Employed. The ALICE population represents a growing number of households in our community who work hard and earn more than the official Federal Poverty Level, but less than the basic cost of living. ALICE makes too much to qualify for most government assistance yet struggles to afford life's essentials. Typically, ALICE is one life changing event from falling into poverty. To best serve these populations and provide cutting-edge, big-picture solutions, we work with a network of partners and a set of tools that help us deliver results effectively and efficiently: Mobility Mentoring is a model developed by Economic Mobility Pathways that we adopted in 2016. We believe that the methods, principles and research of Mobility Mentoring can be applied at varying degrees in diverse settings across health and human services. GHRconnects, the Community Indicators Dashboard, tracks meaningful, accurate and standardized data over time. It gives a clear picture of how our region is performing in a variety of critical areas and drives data-driven decisions to help us turn the curve and improve quality of life. GHRconnects also documents and promotes best practices and serves as a space for community collaboratives to communicate the impact of their work. Unite Us is a collaborative software that allows us to seamlessly connect people with the services they need in real time. It shifts our work from fragmented services to coordinated care networks. Results-Based Accountability (RBA) is an approach that encompasses population and performance accountability. RBA provides a simple, structured approach for measuring performance of programs and services. RBA has three types of performance measures: how much did you do? how well did you do it? and is anyone better off? Measures that indicate whether anyone is better off are most important and meaningful yet are hardest to control. Program Services - Program Initiatives:United Way of South Hampton Roads has two current initiatives: Mission United and United for Children, which are long-term, multi-sector efforts that focus on specific populations and address entrenched problems by establishing a common agenda and aligning resources and strategy. Mission United is the first-ever coordinated network of community resources and services in Hampton Roads providing relief and support to veterans, active duty military members, and their families. Utilizing Unite Us technology, we seamlessly connect military-connected individuals and families to services such as affordable housing, job training and healthcare. United for Children exists to give every child in South Hampton Roads the support needed to achieve their dreams. Through cross-sector partnerships with nonprofits, faith-based partners, city governments, school districts and community stakeholders, we have built promising solutions by carrying the voice of our community on the issues that matter most for children. Program Services - Other Program:The United Way of South Hampton Roads also provides our certified agencies with the opportunity to join our Health Insurance Program. It helps alleviate some of the financial burden of health insurance costs for smaller nonprofit organizations if they were to obtain their own planSupporting Services - Fundraising:This supporting service category includes expenditures which provide the structure necessary to encourage and secure financial support for UWSHR's to fulfil its mission. The majority of UWSHR's financial support is obtained via the following campaigns: United Way of South Hampton Roads Workplace Campaign - This is an annual campaign conducted in the work places of our corporate partners to raise funding for United Way, our programs and our certified agencies. Pledges are reported in the consolidated statement of financial position and allowances are provided for amounts estimated to be uncollectible. All contributions are considered available for unrestricted use unless specifically restricted by the donor. When a donor restriction is accomplished, net assets with donor restrictions are reclassified to net assets without donor restrictions and reported in the consolidated statement of activities as net assets released from restrictions.United Way and Combined Charities Campaign (UW/CCC) -This is an annual fundraising campaign for soliciting contributions from city and school employees from the cities of Chesapeake, Norfolk, Portsmouth, Suffolk, and Virginia Beach. United Way of South Hampton Roads is the fiscal agent for the campaign. All pledges received are recorded in separate accounts until distributed to the participating agencies. The Organization conducts the following endowment campaigns:Women United Endowment - Women United is a diverse, passionate membership dedicated to eliminating barriers women and children face in their journey to escape poverty and achieve permanent self-sufficiency. Since 2002, Women United has been leading the charge in the community and implementing breakthrough initiatives for lasting change. The corpus of this fund is invested into perpetuity.African American Leadership Society Endowment - United Way's African American Leadership Society members are leading the way to a brighter future for South Hampton Roads. AALS donors share affinities for philanthropy, leadership and service, and are striving to positively impact our community by increasing the number of African American philanthropists making good things happen in South Hampton Roads. The corpus of this fund is invested into perpetuity.Mission United Endowment - Mission United is the first-ever coordinated network of community resources and services in Hampton Roads providing relief and support to veterans, active duty military members, and their families. Utilizing Unite Us technology, we seamlessly connect military-connected individuals and families to services such as affordable housing, job training and healthcare. The corpus of this fund is invested into perpetuity. United for Children Endowment - United for Children exists to give every child in South Hampton Roads the support needed to achieve their dreams. Through cross-sector partnerships with nonprofits, faith-based partners, city governments, school districts and community stakeholders, we have built promising solutions by carrying the voice of our community on the issues that matter most for children. The corpus of this fund is invested into perpetuity.Supporting Services - Management and General:This supporting service category includes the functions necessary to support both Programs and its Fundraising efforts. Such functions include, but are not limited to, the following: Secure a functioning governing board, maintain an adequate working environment, and manage the financial responsibilities of UWSHR. 18136198 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 207 0 1 65 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 30 29 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 1 1 0 VA X X X The Organization 7578538500 2515 Walmer Avenue Norfolk VA 23513 Mark Johnson - Vice Chair thru Dec '24/Chair as of Jan '25 1.00 1.00 X X 0 0 0 Carla Stoner Treasurer 1.00 0.00 X X 0 0 0 Erin Ruane - Chair thru Dec '24/Past Chair as of Jan '25 1.00 0.00 X X 0 0 0 Lewis W Webb Esq Past Chair thru Dec '24 1.00 1.00 X X 0 0 0 Dr Javuane Adams-Gaston Director 1.00 0.00 X 0 0 0 Dr Kenneth L Chandler Director as of Jan '25 1.00 0.00 X 0 0 0 Thomas Hasty III Director 1.00 1.00 X 0 0 0 David Bernd Director 1.00 0.00 X 0 0 0 Don Blankinship Director 1.00 0.00 X 0 0 0 Susan Colpitts Director 1.00 0.00 X 0 0 0 Brent Haden Director 1.00 0.00 X 0 0 0 Amy Bowden Director 1.00 0.00 X 0 0 0 Robert Broermann Director 1.00 0.00 X 0 0 0 Dr Jared Cotton Director 1.00 0.00 X 0 0 0 William Crow Director 1.00 0.00 X 0 0 0 Denys Diaz Director 1.00 0.00 X 0 0 0 Christopher Chope Director as of Jan '25 1.00 0.00 X 0 0 0 Dr Marcia Conston Director 1.00 0.00 X 0 0 0 Dena Corr Director 1.00 0.00 X 0 0 0 Giovanna M Genard Director as of Jan '25 1.00 0.00 X 0 0 0 Paul Feagan Director as of Jan '25 1.00 0.00 X 0 0 0 Akhil Jain Director 1.00 0.00 X 0 0 0 Miles Leon Director 1.00 0.00 X 0 0 0 Antonia McLaren Director 1.00 0.00 X 0 0 0 Jonathan Motley Director 1.00 0.00 X 0 0 0 Delceno Miles Director 1.00 0.00 X 0 0 0 Bill Mitchell Director as of Jan '25 1.00 0.00 X 0 0 0 Jane Short Director 1.00 0.00 X 0 0 0 Anthony Piglowski Director 1.00 0.00 X 0 0 0 Bryan Stephens Director 1.00 0.00 X 0 0 0 Patrick Duhaney Director thru Dec '24 1.00 0.00 X 0 0 0 Sarah Holtzinger Director thru Dec '24 1.00 0.00 X 0 0 0 Darleen Mastin Director thru Dec '24 1.00 1.00 X 0 0 0 Beth Roberts Director thru Dec '24 1.00 0.00 X 0 0 0 Ryan Young Director thru Dec '24 1.00 0.00 X 0 0 0 Ronald M Uren Chief Executive Officer 37.00 3.00 X X 260029 0 40044 Kristel Fitzgerald Chief Operating Officer 40.00 0.00 X 193677 0 37656 Viven McMahan VP, Community Impact 40.00 0.00 X 127631 0 35693 Stephanie Gorham Chief Development Officer 40.00 0.00 X 124548 0 14883 Barbara Hickok Financial Controller 40.00 0.00 X 101698 0 29752 Maura Krah Senior Major Gift Officer 40.00 0.00 X 110414 0 26998 917997 0 185026 6 0 1 0 Principles Strategies 207 Granby Street Suite 202 Norfolk VA 23510 Human Resources Services 204567 Stratus LIVE LLC 860 Greenbrier Circle Suite 504 Chesapeake VA 23320 Customer Relationship Management Service 157508 2 4545856 9931646 4278 14477502 Program and Contract Fees 900099 146893 146893 Other Program Fees 900099 3304 3304 150197 1909814 1909814 16537513 150197 0 1909814 8585699 8585699 3525998 3525998 516054 283178 185914 46962 3920793 3345251 146030 429512 239842 212665 27177 508558 428606 23638 56314 333400 274532 22863 36005 192573 192573 376013 296949 35650 43414 29541 2725 88 26728 97346 55029 8623 33694 57296 49333 2441 5522 35285 18028 6406 10851 231823 55852 4287 171684 269 269 178774 178774 192567 159110 17260 16197 42685 31971 1058 9656 Rental & Maintenance Eq 712140 548272 67733 96135 Membership Dues 33626 12162 2112 19352 Community Impact Progra 21777 21777 94952 72064 9709 13179 19927011 18136198 726654 1064159 5613901 2075146 97305 85435 3718463 5147158 126069 94334 3175725 1512524 1710626 1663201 52981306 55554717 1523955 1363487 65771625 65983478 495274 494367 2137029 1723396 1504897 2123766 10952 218799 4148152 4560328 X 18781790 21526796 42841683 39896354 61623473 61423150 65771625 65983478 -3389498 3189175 0 X X 0 1 X 1 1 1 X 54985949 27352376 15572758 15192780 14477502 127581365 54985949 27352376 15572758 15192780 14477502 127581365 1772842 125808523 496852 995363 672649 1040429 1909814 5115107 132696472 1510248 0.94810 0.94010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44018950 602117 975511 3471691 42124887 45149615 7783981 653837 9568483 44018950 41069547 495074 3669656 84662 45149615 40015850 9207515 -6486665 1667153 41069547 29273371 5344170 5937102 538793 40015850 0.20172 0.79828 0.00000 1 1 1 186000 186000 2384737 1223720 1161017 461623 252754 208869 143365 36050 107315 1663201 Finance Lease Liabilities 2348 Net due to/due from United Way of South Hampton Roads Foundation 216451 218799 X Part V, Line 4: United Way of South Hampton Roads maintains multiple endowment funds including: Women United, African American Leadership Society, United for Children, and Mission United. Part X, Line 2: The Organization is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code, except on net income derived from unrelated business activities. Internal Revenue Code Section 513(a) defines an unrelated trade or business of an exempt organization as any trade or business which is not substantially related to the exercise or performance of its exempt purpose. Currently the Organization has no obligation for any unrelated business income tax. The Organization believes it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the consolidated financial statements; however, any penalties and interest incurred as a result of uncertain tax positions would be recorded in miscellaneous expenses on the consolidated statement of functional expenses. 1 An Achieveable Dream 10858 Warwick Blvd Ste A Newport News VA 236013741 463211492 501(C)(3) 108214 0 Grants Awarded Armed Services YMCA of Hampton Roads 1465 Lakeside Rd Virginia Beach VA 234554100 540525308 501(C)(3) 88419 0 Grants Awarded Big Brother Big Sisters Services Inc 1707 Summit Ave Ste 200 Richmond VA 232304500 540702502 501(C)(3) 24992 0 Grants Awarded Boy Scouts of America Tidewater Council 1032 Heatherwood Dr Virginia Beach VA 234556675 541707488 501(C)(3) 60285 0 Grants Awarded Boys & Girls Clubs of Southeast Virginia 1300 Diamond Springs Rd Ste 300 Virginia Beach VA 234553645 540515764 501(C)(3) 439610 0 Grants Awarded Catholic Charities of Eastern Virginia Inc 1132 Pickett Rd Norfolk VA 23502 540505879 501(C)(3) 688329 0 Grants Awarded Chesapeake Care Free Clinic 2145 S Military Hwy Chesapeake VA 233204426 541642754 501(C)(3) 44372 0 Grants Awarded Childrens Harbor 1900 Llewellyn Ave Fl 2 Norfolk VA 235172233 540506468 501(C)(3) 345275 0 Grants Awarded CHIP-Chldren's Health Investment Program 1302 Jefferson St Chesapeake VA 233242214 541893166 501(C)(3) 358853 0 Grants Awarded Communities in Schools of Hampton Roads 933 Broad St Ste 7784 Portsmouth VA 23707 262504678 501(C)(3) 175324 0 Grants Awarded Eggleston 5145 Virginia Beach Blvd Norfolk VA 235023418 540602238 501(C)(3) 47811 0 Grants Awarded Endependence Center Inc 6300 E Virginia Beach Blvd Norfolk VA 235022827 541250288 501(C)(3) 101475 0 Grants Awarded Families of Autistic Children of Tidewater 3509 Virginia Beach Blvd Virginia Beach VA 23452 541824385 501(C)(3) 38939 0 Grants Awarded Foodbank of Southeastern Virginia and the Eastern Shore PO Box 1940 Norfolk VA 235011940 521219783 501(C)(3) 160952 0 Grants Awarded ForKids PO Box 6044 Norfolk VA 235080044 541477799 501(C)(3) 648621 0 Grants Awarded Friends of the Portsmouth Juvenile Court Services Inc 1345 Court St Ste 1624 Portsmouth VA 237043666 541695844 501(C)(3) 18437 0 Grants Awarded Girl Scouts of the Colonial Coast 912 Cedar Rd Chesapeake VA 233227002 541158412 501(C)(3) 125677 0 Grants Awarded Girls on the Run Hampton Roads 5817 Wesleyan Drive Virginia Beach VA 23455 383777474 501(C)(3) 52178 0 Grants Awarded Habitat for Humanity of South Hampton Roads 900 Tidewater Dr Norfolk VA 235043328 541476409 501(C)(3) 125639 0 Grants Awarded Help and Emergency Response PO Box 2187 Portsmouth VA 237020187 521349827 501(C)(3) 107783 0 Grants Awarded Horizons Hampton Roads 7336 Granby St Norfolk VA 235053405 541946180 501(C)(3) 43843 0 Grants Awarded Judeo-Chirstian Outreach Center 1053 Virginia Beach Blvd Virginia Beach VA 234515641 541417126 501(C)(3) 48692 0 Grants Awarded Legal Aid Society of Eastern Virginia 125 St Pauls Blvd Suite 400 Norfolk VA 235102708 540848499 501(C)(3) 34593 0 Grants Awarded Peninsula Metropolitan YMCA (Luter Y) 41 Old Oyster Point Rd Ste C Newport News VA 23602 540524905 501(C)(3) 16073 0 Grants Awarded Meals on Wheels of Chesapeake PO Box 15343 Chesapeake VA 233285343 541080366 501(C)(3) 52736 0 Grants Awarded Mercy Chefs 711 Washington St Portsmouth VA 237043511 205050449 501(C)(3) 59491 0 Grants Awarded Mercy Medical Angels 101 West Main Street Ste 1000 Norfolk VA 23510 521374161 501(C)(3) 12325 0 Grants Awarded Mile High Kids and Community Development Inc 2712 Southern Blvd Ste 201 Virginia Beach VA 234527429 452848752 501(C)(3) 71400 0 Grants Awarded Neighborhood - Chesapeake 911 B Street Suite 106 Chesapeake VA 23324 823268779 501(C)(3) 41281 0 Grants Awarded Next Step to Success 3401 Tidewater Dr Norfolk VA 23509 882408724 501(C)(3) 100000 0 Grants Awarded Portsmouth Schools Foundation 2200 Piedmont Ave Room 2 Portsmouth VA 23704 541564539 501(C)(3) 9015 0 Grants Awarded Portsmouth Volunteers for the Homeless 800 Williamsburg Ave Ste B Portsmouth VA 23704 541835062 501(C)(3) 72441 0 Grants Awarded Primeplus Senior Centers 7545 Diven Street Norfolk VA 23505 541118218 501(C)(3) 29461 0 Grants Awarded REACH 809 Brandon Ave Ste 208 Norfolk VA 235171676 541918686 501(C)(3) 85427 0 Grants Awarded Samaritan House Inc Virginia Beach Ecumenical Housing 2620 Southern Blvd Virginia Beach VA 234527414 541291021 501(C)(3) 107326 0 Grants Awarded Senior Services of Southeastern Virginia 5 Interstate Corporate Center 6350 Center Dr Ste 101 Norfolk VA 235024107 546069786 501(C)(3) 53836 0 Grants Awarded Seton Youth Shelters 101 N Lynnhaven Rd Ste 101 Virginia Beach VA 234527523 541250483 501(C)(3) 28119 0 Grants Awarded Southside Boys and Girls Club 701 E Berkley Ave Ext Norfolk VA 235231509 540839152 501(C)(3) 205368 0 Grants Awarded Survior Venture 259 Granby St Norfolk VA 235101833 832401527 501(C)(3) 85362 0 Grants Awarded T2 Fitness Foundation 440 Monticello Ave Ste 1802 Norfolk VA 23510 832571349 501(C)(3) 90309 0 Grants Awarded Teens with a Purpose 700 E Olney Rd Norfolk VA 235043312 331207585 501(C)(3) 66331 0 Grants Awarded The Children's Center 700 Campbell Ave Franklin VA 238511872 521317062 501(C)(3) 49453 0 Grants Awarded The Community Outreach Coalition 100 7th Street Ste 104 Portsmouth VA 23704 270782915 501(C)(3) 56000 0 Grants Awarded The Genieve Shelter PO Box 1585 Suffolk VA 234391585 541463053 501(C)(3) 56867 0 Grants Awarded The Salvation Army Hampton Roads Area Command 5525 Raby Rd Norfolk VA 23502 580660607 501(C)(3) 123304 0 Grants Awarded The Salvation Army of Portsmouth Corps 2306 Airline Blvd PO Box 3098 Portsmouth VA 237010098 580660607 501(C)(3) 53025 0 Grants Awarded The Salvation Army of Suffolk Corps 400 Bank St PO Box 1000 Suffolk VA 234391000 580660607 501(C)(3) 36713 0 Grants Awarded The Up Center 150 Boush St Ste 800 Norfolk VA 235101637 540674774 501(C)(3) 705932 0 Grants Awarded Urban League of Hampton Roads 120 College Pl PO Box 2176 Norfolk VA 235012176 541083985 501(C)(3) 352152 0 Grants Awarded Urban Renewal Center 820 Colonial Ave Norfolk VA 235071810 822610132 501(C)(3) 302786 0 Grants Awarded Virginia Beach City Public Schools Education Foundation 2512 George Mason Drive Virginia Beach VA 234569067 541637620 501(C)(3) 81704 0 Grants Awarded Virginia Beach Community Development Corp 2400 Potters Rd Virginia Beach VA 234544377 541378797 501(C)(3) 45474 0 Grants Awarded Virginia Beach Court Appointed Special Advocate Program Inc (CASA) 2425 Nimmo Pkwy Virginia Beach VA 234569058 541708340 501(C)(3) 14231 0 Grants Awarded Virginia Beach Growsmart Foundation 4525 Main St Ste 700 Virginia Beach VA 234623375 471396707 501(C)(3) 56691 0 Grants Awarded Virginia Legal Aid Society PO Box 6200 Lynchburg VA 24505 510226448 501(C)(3) 72649 0 Grants Awarded Virginia Supportive Housing PO Box 8585 Richmond VA 232260585 541444564 501(C)(3) 18792 0 Grants Awarded Western Tidewater Free Clinic 2019 Meade Pkwy Suffolk VA 234344259 263302837 501(C)(3) 43655 0 Grants Awarded YESUSA Transformational Cities PO Box 64356 Virginia Beach VA 23467 852673704 501(C)(3) 100000 0 Grants Awarded YMCA of South Hampton Roads 920 Corporate Ln Chesapeake VA 233203406 540445205 501(C)(3) 526796 0 Grants Awarded YWCA of South Hampton Roads 500 E Plume St Ste 700 Norfolk VA 235102311 540506491 501(C)(3) 379649 0 Grants Awarded 60 0 Car Assistance 174 80661 Childcare Assistance 17 5491 Housing Assistance 954 1480116 Utilities Assistance 362 195505 Workforce Development 334 651653 Education Related Assistance 328 909581 Supportive Service Assistance 63 202991 Part I, Line 2: Certified agencies are required to submit certification documents supporting their activities. X X X 0 0 0 0 0 0 0 0 0 Ronald M Uren Chief Executive Officer 260029 0 0 0 0 0 30250 0 10006 0 300285 0 0 0 Kristel Fitzgerald Chief Operating Officer 193677 0 0 0 0 0 24124 0 13685 0 231486 0 0 0 Viven McMahan VP, Community Impact 127631 0 0 0 0 0 11304 0 24472 0 163407 0 0 0 Form 990, Part VI, Section A, line 8b There are no committees with the authority to act on behalf of the full board. Form 990, Part VI, Section B, line 11b A copy of the 990 is provided to the members of the board before filing. Form 990, Part VI, Section B, line 12c The conflict of interest policy is presented and discussed to the board and staff members at annual meetings. Form 990, Part VI, Section B, line 15 The CEO's compensation is determined by the board of directors. the compensation is given a range based on other united ways of similar size and structure. the information on other ceo salaries is published by the organization's trade association. the salary is reviewed annually by an executive compensation and review committee. Form 990, Part VI, Section C, line 19 Governing documents are available for inspection, financial statements are available on the Organization's website. Form 990, Part XII, Line 2c No changes have been made to the Organization's oversight process. United Way of South Hampton Roads Foundation 2515 Walmer Avenue Norfolk VA 23513 541929483 Investing and distributing donor advised funds VA 501(c)(3) Line 12a, I United Way of South Hampton Roads 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1