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.

Program Service Accomplishments

Program 1
Expenses: $2,446,342 Revenue: $1,260,756

EDUCATION: 2,591 children participated in programs designed for positive educational outcomes in critical areas of UWCB investment. 93.18% of children 0-5 in UWCB funded programs were developmentally...

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EDUCATION: 2,591 children participated in programs designed for positive educational outcomes in critical areas of UWCB investment. 93.18% of children 0-5 in UWCB funded programs were developmentally ready to enter school; 86.87% of students in grades K-3 in UWCB funded programs maintained at least a C average in reading; 90.97% of students in grades 4-6 in UWCB funded programs performed at grade level in math and reading; 79.78% of youth in UWCB funded programs reported increased decision-making, leadership, social/emotional connections, or communication skills

Program 2
Expenses: $1,557,736 Revenue: $71,790

FINANCIAL STABILITY: 33,640 people participated in programs which meet basic needs while increasing employability leading to self sufficiency; 94.60% of individuals and families in UWCB funded...

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FINANCIAL STABILITY: 33,640 people participated in programs which meet basic needs while increasing employability leading to self sufficiency; 94.60% of individuals and families in UWCB funded programs were connected to support services that reduce barriers to achieving financial stability; 71.65% of individuals in UWCB funded programs completed job training and were placed into jobs; 100% of individuals in UWCB funded programs completed financial education classes and demonstrated financial capability; 100% of individuals seeking income tax assistance through UWCB Volunteer Income Tax Assistance received the tax preparation assistance they sought

Program 3
Expenses: $2,312,538 Revenue: $1,033,383

HEALTH: 41,135people participated in programs designed for positive health outcomes in the critical areas of UWCB investment. 89.07% of individuals in UWCB funded programs received physical or mental...

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HEALTH: 41,135people participated in programs designed for positive health outcomes in the critical areas of UWCB investment. 89.07% of individuals in UWCB funded programs received physical or mental health care; 100% of victims of violence or crime participating in UWCB funded programs reported increased safety or assistance; 85.46% of youth participating in UWCB funded programs reported increased knowledge of nutrition and healthy activities; 87.72% of participants in UWCB funded programs reported decreased unhealthy behaviors such as alcohol and chemical dependency

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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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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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