UNITED WAY OF SOUTHERN CAMERON COU… - Form 990 Financial Data

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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

2024-07-01 to 2025-06-30

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 2024. Net assets of $7.2M 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".

Program Service Accomplishments

Program 1

Expenses: $260,717 Revenue: $123,727

EDUCATION: UNITED WAY WORKS TO HELP CHILDREN AND YOUTH ACHIEVE THEIR POTENTIAL THROUGH ENSURING A) CHILDREN ENTER SCHOOL WITH LITERACY, EMOTIONAL AND INTELLECTUAL SKILLS; B) ELEMENTARY STUDENTS ARE ACADEMIC ACHIEVERS IN MATH AND READING; AND C) YOUNG PEOPLE GRADUATE FROM HIGH SCHOOL READY FOR COLLEGE OR WORK. BASED ON TEXAS SCHOOL READINESS SCORES, UNITED WAY IS CLOSING THE GAP FOR CHIDREN ENTERING SCHOOL AND REDUCING THE NUMBER OF CHILDREN REPEATING THE EARLY GRADES. THROUGH STRATEGIC DIALOGUES AND DATA REVIEW UNITED WAY IS GAINING AND UNDERSTANDING WHAT IS NECESSARY FOR YOUTH TO COMPLETE HIGH SCHOOL AND GAIN POST SECONDARY CREDENTIALS THAT LEAD TO GOOD PAYING JOBS.

Program 2

Expenses: $405,858

INCOME: THE UNITED WAY'S INCOME INITIATIVE PRIMARILY FOCUSES ON PROMOTING FINANCIAL STABILITY ALONG WITH FINANCIAL INDEPENDENCE. THE UNITED WAY HEADS AN ANNUAL PROGRAM CALLED THE "VOLUNTEER INCOME...

INCOME: THE UNITED WAY'S INCOME INITIATIVE PRIMARILY FOCUSES ON PROMOTING FINANCIAL STABILITY ALONG WITH FINANCIAL INDEPENDENCE. THE UNITED WAY HEADS AN ANNUAL PROGRAM CALLED THE "VOLUNTEER INCOME TAX ASSISTANCE" (VITA), FOR LOW INCOME FAMILIES IN THE COMMUNITY TO REDUCE THE COST OF INCOME TAX PREPARATION AS WELL AS PROMOTE THE AWARENESS OF TAX CREDITS THESE FAMILIES MAY BE ELIGIBLE FOR.

Program 3

Expenses: $355,923

HEALTH: THE UNITED WAY WORKS TO IMPROVE THE HEALTH OF THOSE WITHIN THE COMMUNITY BY PROVIDING ACCESSIBILITY TO QUALITY HEALTH CARE, ALONG WITH THE PROMOTION OF PREVENTATIVE MEASURES SUCH AS IMPROVED HEALTH AND FITNESS. THE UNITED WAY PARTNERS WITH VARIOUS COMMUNITY PARTNERS BY PROVIDING GRANT FUNDS AND VOLUNTEER ASSISTANCE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $895,332

Program Service Revenue $0

Investment Income $384,469

Other Revenue $156,377

TOTAL REVENUE $1,436,178

Expense Breakdown

Grants Paid $410,414

Salaries & Benefits $623,545

Fundraising Expenses $195,378

Program Expenses $1,024,440

Other Expenses $367,104

TOTAL EXPENSES $1,401,063

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,436,178	$1,388,673	+0.0%
Expenses	$1,401,063	$1,368,397	+0.0%
Net Income	$35,115	$20,276	+0.7%

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

329935

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

$180,639

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANK ACEVEDO	CHAIR	2.00	Officer Director	$0	$0	$0
ROBIN COWEN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MICHAEL LIMAS	IMMEDIATE PAST CHAIR	2.00	Officer Director	$0	$0	$0
CARLOS GARZA	TREASURER	2.00	Officer Director	$0	$0	$0
ALEJANDRA ALDRETE	DIRECTOR	2.00	Officer Director	$0	$0	$0
CHRISTINE CAVAZOS	DIRECTOR	2.00	Director	$0	$0	$0
AMERICA DE LA ROSA	DIRECTOR	2.00	Director	$0	$0	$0
DALBERTO LOUIE DE LEON	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL CRAIG GROVE	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
MONICA TELLAM	DIRECTOR	2.00	Director	$0	$0	$0
WENDY DE LEON	PRESIDENT & CEO	40.00	Officer	$86,360	$13,141	$99,501
IRENE HINOJOSA	FINANCE DIRECTOR	40.00	Officer	$68,754	$12,384	$81,138

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	$1,436,178	$1,401,063	$7,683,971	$35,115
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