UNITED WAY OF THE NATIONAL CAPITAL AREA Charity Report

Public IRS 990 nonprofit record

UNITED WAY OF THE NATIONAL CAPITAL AREA

EIN 53-0234290 · Philanthropy, Voluntarism & Grantmaking Foundations (T700)

What they do

UNITED WAY NCA IMPROVES THE LIVES of UNDERSERVED INDIVIDUALS IN THE NATIONAL CAPITAL AREA BY FOCUSING COMMUNITY RESOURCES ON CREATING MEASURABLE and LASTING IMPACT. WHEN NONE ARE IGNORED, ALL WILL THRIVE. ...CONTINUED ON SCHEDULE O.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $70.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders28 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

78.76%of revenue went to mission work70.0% of expenses · Program services

20.10%of revenue went to fundraising17.9% of expenses

$112.47spent for every $100 of revenueSpending was higher than revenue this year.

13.61%of revenue went to management and office costs12.1% of expenses

$2.25in assets for every $1 spent this yearSome assets cannot be spent right away.

85.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $2,397,422 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $664,032 for ROSIE ALLEN-HERRING (PRESIDENT & CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$19,231,466

Mission workProgram services$15,147,03978.76% of revenue70.0% of expenses

ManagementOffice and general costs$2,616,88313.61% of revenue12.1% of expenses

FundraisingAsking for donations$3,864,96620.10% of revenue17.9% of expenses

Total expenses$21,628,888112.47% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 70.0% mission · 12.1% management · 17.9% fundraisingTotal expenses: 112.47% of revenue

2023Expense mix: 77.2% mission · 8.9% management · 13.9% fundraisingTotal expenses: 114.55% of revenue

2022Expense mix: 77.9% mission · 8.9% management · 13.2% fundraisingTotal expenses: 116.42% of revenue

2021Expense mix: 76.8% mission · 8.5% management · 14.7% fundraisingTotal expenses: 94.58% of revenue

2020Expense mix: 81.8% mission · 6.2% management · 12.0% fundraisingTotal expenses: 52.90% of revenue

2019Expense mix: 81.0% mission · 6.8% management · 12.2% fundraisingTotal expenses: 93.62% of revenue

2018Expense mix: 80.0% mission · 7.1% management · 12.9% fundraisingTotal expenses: 98.81% of revenue

2017Expense mix: 84.4% mission · 5.4% management · 10.2% fundraisingTotal expenses: 101.48% of revenue

Money in and money out

Revenue$19,231,466

Expenses$21,628,888

Annual shortfall $2,397,422 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$15,147,039 · 70.0% of expenses

Management and office costs$2,616,883 · 12.1% of expenses

Fundraising$3,864,966 · 17.9% of expenses

See all reported dollar amounts

Revenue$19,231,466

Expenses$21,628,888

Assets$48,760,624

Income$26,113,403

Contributions$16,435,047

Mission work (program services)$15,147,039

Fundraising$3,864,966

Grants given$95,439,841

Average grant$35,166

Management and general$2,616,883

Stocks and bonds$35,256,129

Accounting fees$74,658

Investing fees$173,959

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ROSIE ALLEN-HERRINGPRESIDENT & CEO · 50 hrs/week $664,032Base $561,037 · Other $102,995

ANTHONY PAULVP, INFORMATION TECHNOLOGY · 50 hrs/week $209,209Base $177,213 · Other $31,996

ROSE JOHNSONVP, HUMAN RESOURCES · 50 hrs/week $190,117Base $167,056 · Other $23,061

IAN GORDONVP, COMMUNITY IMPACT (UNTIL 02/25) · 50 hrs/week $173,207Base $150,902 · Other $22,305

NEDELKA PHILLIPSSVP, MARCOMM & FUNDRAISING · 50 hrs/week $158,463Base $142,116 · Other $16,347

QUN LIANGDIRECTOR, ACCOUNTING SERVICES · 50 hrs/week $142,749Base $137,259 · Other $5,490

ROBIN WATKINSACTING CFO/VP OF FINANCE(UNTIL 07/24) · 50 hrs/week $123,054Base $106,691 · Other $16,363

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (28)

ROSIE ALLEN-HERRINGPRESIDENT & CEO

ANTHONY PAULVP, INFORMATION TECHNOLOGY

ROSE JOHNSONVP, HUMAN RESOURCES

IAN GORDONVP, COMMUNITY IMPACT (UNTIL 02/25)

NEDELKA PHILLIPSSVP, MARCOMM & FUNDRAISING

QUN LIANGDIRECTOR, ACCOUNTING SERVICES

ROBIN WATKINSACTING CFO/VP OF FINANCE(UNTIL 07/24)

MARTIN RODGERSDIRECTOR

WENDY MORTON-HUDDLESTONDIRECTOR

TYLER ANTHONYDIRECTOR

TRACY KENNYDIRECTOR

STEVE PROCTORSECRETARY

STACI PIESDIRECTOR

RICHARD K BYNUMDIRECTOR

RICHARD DYERDIRECTOR (UNTIL 01/25)

RACHEL S KRONOWITZDIRECTOR

AMRY JUNAIDEENDIRECTOR

KEVIN SMITHSONDIRECTOR

KEN SAMET FACHETREASURER

JOSHUA ETEMADIDIRECTOR

JAMES W CORNELSENDIRECTOR

GARY TABACHBOARD CHAIR

EVELYN LEEDIRECTOR

EVAN KRAUSDIRECTOR

ELLIOTT FERGUSONDIRECTOR

DANIEL KOTTERDIRECTOR

BRIAN D PIENINCKDIRECTOR

ANGELA FRANCODIRECTOR

About this charity

Recognized since: January 1974
Location: 8614 WESTWOOD CENTER DR STE 300, VIENNA, VA 22182-2233
County: Fairfax
In care of: ROSIE ALLEN-HERRING
Primary officer: ROSIE ALLEN-HERRING, PRESIDENT & CHIEF EXECUTIVE OFFICER

How to reach them

WebsiteVisit the charity’s website Phone(202) 488-2000

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: CLIFTONLARSONALLEN LLP
NTEE classification: Philanthropy, Voluntarism & Grantmaking Foundations (T700)
Grant-giving organization: Yes