UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY ENDOWMENT AND LEGACY FUND

EIN: 812566792 501(c)(3) Human Services

SAN ANTONIO, TX

Total Revenue
$811,115
Total Expenses
$509,823
Total Assets
$19,546,128
Net Assets
$19,521,167
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2016
Legal Domicile
TX
Principal Officer
CHRISTOPHER MARTIN
Phone
2103527000
Tax Period
2023-07-01 to 2024-06-30

UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY ENDOWMENT AND LEGACY FUND, founded in 2016, is a small nonprofit in the Human Services sector that reported $811K in total revenue in fiscal year 2023. The organization ran a surplus of $301K, a strong 37% operating margin.

Mission

UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY (UWSA) MAINTAINS AN (SEE SCHEDULE O FOR CONTINUATION) ENDOWMENT AND LEGACY FUND TO BE USED FOR THE BENEFIT AND FURTHERANCE OF THE STRATEGIC WORK OF UWSA.

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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 (2023)

Revenue Breakdown

Contributions & Grants $65,020
Program Service Revenue $0
Investment Income $746,095
Other Revenue $0
TOTAL REVENUE $811,115

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $425,000
Other Expenses $509,823
TOTAL EXPENSES $509,823

Year-over-Year Comparison

2023 2022 Change
Revenue $811,115 $771,645 +0.1%
Expenses $509,823 $77,235 +5.6%
Net Income $301,292 $694,410 -0.6%
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

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Liquidity & Cash Position

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
4

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
5
$901,696
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MR CHARLES E AMATO CHAIRMAN 2.00
Officer Director
$0 $0 $0
MS LISA A FRIEL SECRETARY/TREASURER 2.00
Officer Director
$0 $0 $0
MR CARLOS E ALVAREZ DIRECTOR (7/1/2023 - 4/9/2024) 2.00
Director
$0 $0 $0
MR WILLIAM R KLESSE DIRECTOR 2.00
Director
$0 $0 $0
MR CHRISTOPHER MARTIN PRESIDENT & CEO 2.00
Officer
$0 $45,683 $429,125
MR GLENN LUCADOU CHIEF DEVELOPMENT OFFICER 2.00
Officer
$0 $42,188 $245,918
MR RYAN BOUBEL CHIEF FINANCIAL OFFICER 2.00
Officer
$0 $27,151 $226,653
MS JENIFFER RICHARDSON SVP, STRATEGIC INITIATIVES & PUBLIC 2.00
Highest
$0 $14,812 $161,587
MR ANDREW SASSEVILLE SVP, ACCOUNTABILITY & COMMUNITY SERV 2.00
Highest
$0 $13,780 $157,723
MS KASI MCCORMICK VP, INDIVIDUAL GIVING AND MAJOR GIFT 2.00
Highest
$0 $28,381 $159,574
MR DOMINGO GONZALES CHIEF MARKETING OFFICER 2.00
Highest
$0 $25,711 $157,400
MR RUPERT S SCHREINER IMPACT DATA OFFICER 2.00
Highest
$0 $11,989 $141,883
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 No data No data No data No data
2024 $811,115 $509,823 $19,546,128 $301,292
2023 $771,645 $77,235 $17,864,933 $694,410
2022 $4,167,649 $349,441 $16,001,333 $3,818,208
2021 $861,031 $52,020 $15,292,705 $809,011
2020 $77,866 $45,967 $12,456,648 $31,899
2019 $335,852 $43,217 $11,982,359 $292,635
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