UNITED WAY OF SOUTHERN CAMERON COUNTY (EIN 741241385) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1955

Legal Domicile

Principal Officer

WENDY DE LEON

Phone

9565486880

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF SOUTHERN CAMERON COUNTY, founded in 1955, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Net assets of $7.0M represent 60 months of operating reserves.

Mission

THE UNITED WAY OF SOUTHERN CAMERON COUNTY'S MISSION IS TO "IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES TO ADVANCE THE COMMON GOOD".

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $970,157

Program Service Revenue $0

Investment Income $306,955

Other Revenue $111,561

TOTAL REVENUE $1,388,673

Expense Breakdown

Grants Paid $404,009

Salaries & Benefits $585,190

Fundraising Expenses $174,934

Program Expenses $1,048,199

Other Expenses $379,198

TOTAL EXPENSES $1,368,397

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,388,673	$1,542,077	-0.1%
Expenses	$1,368,397	$1,577,431	-0.1%
Net Income	$20,276	$-35,354	-1.6%

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

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

655

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

$176,907

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL LIMAS	CHAIR	2.00	Officer Director	$0	$0	$0
FRANK ACEVEDO	VICE CHAIR	2.00	Officer Director	$0	$0	$0
FRANK LOPEZ	IMMEDIATE PAST CHAIR	2.00	Officer Director	$0	$0	$0
ROBIN COWEN	TREASURER	2.00	Officer Director	$0	$0	$0
MICHAEL CRAIG GROVE	CAMPAIGN CHAIR	2.00	Officer Director	$0	$0	$0
DALBERTO LOUIE DE LEON	DIRECTOR	2.00	Director	$0	$0	$0
AMERICA DE LA ROSA	DIRECTOR	2.00	Director	$0	$0	$0
JAIME GARCIA	DIRECTOR	2.00	Director	$0	$0	$0
CARLOS GARZA	DIRECTOR	2.00	Director	$0	$0	$0
JUAN LOYA	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH RAMIREZ	DIRECTOR	2.00	Director	$0	$0	$0
MANUEL RICK VILLARREAL	DIRECTOR	2.00	Director	$0	$0	$0
WENDY DE LEON	PRESIDENT & CEO	40.00	Officer	$85,000	$12,489	$97,489
IRENE HINOJOSA	FINANCE DIRECTOR	40.00	Officer	$67,555	$11,863	$79,418

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
2024	$1,388,673	$1,368,397	$7,424,802	$20,276
2023	$1,542,077	$1,577,431	$7,239,530	$-35,354
2022	$1,244,304	$1,600,784	$7,197,662	$-356,480
2021	$7,391,334	$2,515,829	$7,802,617	$4,875,505
2020	$2,178,400	$1,767,258	$3,083,699	$411,142
2019	$1,629,317	$1,648,867	$2,574,795	$-19,550

UNITED WAY OF SOUTHERN CAMERON COUNTY