UNITED WAY OF THE COASTAL BEND INC

EIN: 741207552 501(c)(3) Philanthropy & Grantmaking

Corpus Christi, TX

Total Revenue
$7,436,897
Total Expenses
$7,249,174
Total Assets
$8,604,289
Net Assets
$6,826,411
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1960
Legal Domicile
TX
Principal Officer
Stephanie Jordan
Phone
3618822529
Tax Period
2024-07-01 to 2025-06-30

UNITED WAY OF THE COASTAL BEND INC, founded in 1960, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $7.4M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

The mission of United Way of the Coastal Bend, Inc. is to improve lives by mobilizing the caring power of community.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,153,106
Program Service Revenue $147,430
Investment Income $105,467
Other Revenue $30,894
TOTAL REVENUE $7,436,897

Expense Breakdown

Grants Paid $3,461,754
Salaries & Benefits $2,013,571
Fundraising Expenses $441,630
Program Expenses $6,316,616
Other Expenses $1,773,849
TOTAL EXPENSES $7,249,174

Year-over-Year Comparison

2024 2023 Change
Revenue $7,436,897 $6,649,762 +0.1%
Expenses $7,249,174 $7,301,808 0.0%
Net Income $187,723 $-652,046 -1.3%
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
15
Independent Members
15
Employees
28
Volunteers
1254

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$293,147
Total Directors
15
$0
Key Employees
2
$293,147
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Stephanie Jordan President and CEO 34
Officer Key Emp Highest
$142,233 $20,213 $162,446
Robert L McCarty Chief Financial Officer 34
Officer Key Emp
$111,895 $18,806 $130,701
Kent A Britton Treasurer 1
Officer Director
$0 $0 $0
JD Egbert Chair 10
Officer Director
$0 $0 $0
Paul B Fritsch Director 1
Director
$0 $0 $0
Gabriel Guerra Director 1
Director
$0 $0 $0
Catherine Tobin Hilliard Past chair 1
Officer Director
$0 $0 $0
Mitra Khan Director 1
Director
$0 $0 $0
Trina Cecilia Martinez Director 1
Director
$0 $0 $0
John W Owen Director 1
Director
$0 $0 $0
Chaz M Pavliska Director 1
Director
$0 $0 $0
Mark Reyes Director 1
Director
$0 $0 $0
Robert A Rocha Director 1
Director
$0 $0 $0
Erik P Simpson Director 1
Director
$0 $0 $0
Judith Talavera Director 1
Director
$0 $0 $0
Javier Wiley Director 1
Director
$0 $0 $0
Alicia Matus Chair elect 1
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $7,436,897 $7,249,174 $8,604,289 $187,723
2024 No data No data No data No data
2023 $6,589,326 $6,072,181 $8,115,260 $517,145
2022 $6,731,389 $5,909,857 $7,813,987 $821,532
2021 $6,620,013 $6,469,964 $7,194,772 $150,049
2020 $6,985,881 $6,023,732 $7,308,176 $962,149
2019 $5,991,235 $5,380,355 $6,550,924 $610,880
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