UNITED WAY OF THE CONCHO VALLEY INC

EIN: 750859662 501(c)(3) Philanthropy & Grantmaking

SAN ANGELO, TX

Total Revenue
$976,946
Total Expenses
$1,259,486
Total Assets
$3,108,295
Net Assets
$3,044,753
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1963
Legal Domicile
TX
Principal Officer
ASHLEY AMMONS
Phone
3259493716
Tax Period
2024-04-01 to 2025-03-31

UNITED WAY OF THE CONCHO VALLEY INC, founded in 1963, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $977K in total revenue in fiscal year 2024. Expenses of $1.3M exceeded revenue, resulting in a 29% operating deficit.

Mission

THE UNITED WAY OF THE CONCHO VALLEY'S MISSION IS TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER BY ATTRACTING AND ENGAGING HUMAN, FINANCIAL AND CREATIVE RESOURCES. SERVING AS A CONVENER AND CATALYST AROUND KEY COMMUNITY HEALTH AND HUMAN SERVICE ISSUES; FOCUSING HUMAN AND FINANCIAL RESOURCES ON ACHIEVING VISIBLE, MEASURABLE RESULTS AGAINST PRIORITIZED COMMUNITY NEEDS; ENCOURAGING EFFICIENT, COLLABORATIVE PARTNERSHIPS AMONG HUMAN SERVICE PROVIDERS; AND COMMUNICATING AND EDUCATING THE COMMUNITY ABOUT THE KEY ISSUES IN THE REGION AND UNITED WAY'S IMPACT ON THEM. IT ADVANCES THE COMMON GOOD, CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL, BY FOCUSING ON THE THREE KEY BUILDING BLOCKS OF EDUCATION, INCOME AND HEALTH.

Program Service Accomplishments

Program 1
Expenses: $972,363 Revenue: $278

THE UNITED WAY OF THE CONCHO VALLEY, INC. ADVANCES THE COMMON GOOD, CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL, BY FOCUSING ON THE THREE KEY BUILDING BLOCKS OF EDUCATION, INCOME AND HEALTH. THE...

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THE UNITED WAY OF THE CONCHO VALLEY, INC. ADVANCES THE COMMON GOOD, CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL, BY FOCUSING ON THE THREE KEY BUILDING BLOCKS OF EDUCATION, INCOME AND HEALTH. THE UNITED WAY MOVEMENT CREATES LONG LASTING COMMUNITY CHANGE BY ADDRESSING THE UNDERLYING CAUSES OF PROBLEMS THAT PREVENT PROGRESS IN THESE AREAS. LIVE UNITED IS A CALL TO ACTION FOR EVERYONE TO BECOME A PART OF THE CHANGE. ADDITIONALLY, THE UNITED WAY OF THE CONCHO VALLEY, INC. HAS ALLOCATED FUNDS TO LOCAL ORGANIZATIONS THAT SUPPORT OUR MISSION IN THE AREAS OF EDUCATION, INCOME AND HEALTH.

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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 $778,364
Program Service Revenue $278
Investment Income $128,603
Other Revenue $69,701
TOTAL REVENUE $976,946

Expense Breakdown

Grants Paid $624,986
Salaries & Benefits $252,842
Fundraising Expenses $177,079
Program Expenses $972,363
Other Expenses $381,658
TOTAL EXPENSES $1,259,486

Year-over-Year Comparison

2024 2023 Change
Revenue $976,946 $1,023,779 0.0%
Expenses $1,259,486 $1,219,520 +0.0%
Net Income $-282,540 $-195,741 +0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
27
Independent Members
27
Employees
3
Volunteers
120

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
$114,570
Total Directors
26
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DIANNA SPIEKER BOARD CHAIRMAN 1.00
Officer Director
$0 $0 $0
ROCHEL BLAKEMORE PAST CHAIRMAN 1.00
Officer Director
$0 $0 $0
MOLLY TURK VICE CHAIRMAN/CHAIR ELECT 1.00
Officer Director
$0 $0 $0
KIMBERLY ADAMS TREASURER 1.00
Officer Director
$0 $0 $0
NANCY WOODS HERNANDEZ SECRETARY 1.00
Officer Director
$0 $0 $0
KYLON ATTEBERRY BOARD MEMBER 1.00
Director
$0 $0 $0
PAM BRADSHAW BOARD MEMBER 1.00
Director
$0 $0 $0
DIARMID CAMPBELL BOARD MEMBER 1.00
Director
$0 $0 $0
ANGELA CARTER BOARD MEMBER 1.00
Director
$0 $0 $0
TIM DAVENPORT-HERBST BOARD MEMBER 1.00
Director
$0 $0 $0
YAZMIN GARDEA BOARD MEMBER 1.00
Director
$0 $0 $0
ADAM HALLMARK BOARD MEMBER 1.00
Director
$0 $0 $0
TAYLOR HUGHES BOARD MEMBER 1.00
Director
$0 $0 $0
THERESA JAMES BOARD MEMBER 1.00
Director
$0 $0 $0
SAM LUDECKE BOARD MEMBER 1.00
Director
$0 $0 $0
SETH MAYBERRY BOARD MEMBER 1.00
Director
$0 $0 $0
RHEA MCGINNIS BOARD MEMBER 1.00
Director
$0 $0 $0
MICHELLE MILLER BOARD MEMBER 1.00
Director
$0 $0 $0
MARSHALL MILLER BOARD MEMBER 1.00
Director
$0 $0 $0
SHELLEY NEW BOARD MEMBER 1.00
Director
$0 $0 $0
BRANDY OWENS BOARD MEMBER 1.00
Director
$0 $0 $0
CAROLINA RAYMOND BOARD MEMBER 1.00
Director
$0 $0 $0
ZACH REYES BOARD MEMBER 1.00
Director
$0 $0 $0
TODD SMITH BOARD MEMBER 1.00
Director
$0 $0 $0
JOSEPH THOMAS BOARD MEMBER 1.00
Director
$0 $0 $0
CHRISTINA UBANDO BOARD MEMBER 1.00
Director
$0 $0 $0
ASHLEY AMMONS PRES/CEO 40.00
Officer
$101,160 $13,410 $114,570
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 $976,946 $1,259,486 $3,108,295 $-282,540
2024 $1,023,779 $1,219,520 $3,407,187 $-195,741
2023 $904,502 $1,196,565 $3,328,920 $-292,063
2022 $1,123,987 $1,167,624 $3,789,675 $-43,637
2021 $1,386,367 $1,173,959 $3,837,657 $212,408
2020 $1,037,396 $1,126,360 $3,304,691 $-88,964
2019 $1,001,870 $1,261,477 $3,724,007 $-259,607
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