UNITED WAY OF SOUTH TEXAS (EIN 742052527) - 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

1979

Legal Domicile

Phone

9566866331

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF SOUTH TEXAS, founded in 1979, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.2M in total revenue in fiscal year 2024. Net assets of $5.3M represent 28 months of operating reserves.

Mission

Organizations Mission-To build and promote partnerships that maximize resources through a coordinated effort that unites people of Hidalgo and Starr Counties in Texas and to award grants to address health, financial stability and education issues.

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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 $2,142,056

Program Service Revenue $5,973

Investment Income $65,777

Other Revenue $7,483

TOTAL REVENUE $2,221,289

Expense Breakdown

Grants Paid $1,120,900

Salaries & Benefits $498,787

Fundraising Expenses $279,631

Program Expenses $1,890,427

Other Expenses $757,737

TOTAL EXPENSES $2,377,424

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,221,289	$2,190,921	+0.0%
Expenses	$2,377,424	$2,308,201	+0.0%
Net Income	$-156,135	$-117,280	+0.3%

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

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

737

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

$108,138

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LILIA B LOPEZ	PRESIDENT	40.00	Officer	$108,138	$0	$108,138
KIM DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
LES JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
CYNDY RAMOS	BOARD MEMBER	1.00	Director	$0	$0	$0
JJ SERRANO	BOARD MEMBER	1.00	Director	$0	$0	$0
RAUL E SESIN	BOARD MEMBER	1.00	Director	$0	$0	$0
BLANCA I VILLAOBOS	PAST BOARD CHAIR	1.00	Officer Director	$0	$0	$0
TYLER STONE	STRATEGIC BOARD PLANNING CO-CHAIR	1.00	Officer Director	$0	$0	$0
GERARDO PAZ	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
LARRY C GONZALEZ	FINANCE CO-CHAIR	1.00	Officer Director	$0	$0	$0
DR DUANDRE DRAIN	FUND DISTRIBUTION CO-CHAIR	1.00	Officer Director	$0	$0	$0
CRIS MONCAYO	CAMPAIGN CO-CHAIR	1.00	Officer Director	$0	$0	$0
ANNETTE S GARCIA	COMMUNITY RELATIONS CO-CHAIR	1.00	Officer Director	$0	$0	$0
ROBERT MCGURK	FINANCE CO-CHAIR	1.00	Officer Director	$0	$0	$0
MICHELLE QUIROZ	CAMPAIGN CO-CHAIR	1.00	Officer Director	$0	$0	$0
BENITA MENDELL	FUND DISTRIBUTION CO-CHAIR	1.00	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
2024	$2,221,289	$2,377,424	$5,301,979	$-156,135
2023	$2,190,921	$2,308,201	$5,157,536	$-117,280
2022	$2,432,398	$2,242,579	$5,257,344	$189,819
2021	$2,003,756	$2,107,424	$4,831,675	$-103,668
2020	$2,376,109	$2,400,642	$5,147,569	$-24,533
2019	$2,395,285	$2,576,574	$5,052,374	$-181,289
2018	$2,379,556	$2,698,972	$5,152,162	$-319,416

UNITED WAY OF SOUTH TEXAS