UNITED WAY OF SAN ANTONIO AND BEXA… - 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

2016

Legal Domicile

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

THE MISSION OF UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY (UWSA) ENDOWMENT AND LEGACY FUND IS TO MAINTAIN AN ENDOWMENT FUND TO BE USED FOR THE BENEFIT OF AND IN FURTHERANCE OF THE PURPOSES OF UWSA.

Program Service Accomplishments

Program 1

Expenses: $425,000

UWSA ENDOWMENT AND LEGACY FUND ENSURES THAT UNITED WAY PROGRAMS AND SERVICES TO CHILDREN, INDIVIDUALS AND FAMILIES IN OUR COMMUNITY CONTINUE INTO THE FUTURE. A GIFT TO THE ENDOWMENT FUND LEAVES A...

UWSA ENDOWMENT AND LEGACY FUND ENSURES THAT UNITED WAY PROGRAMS AND SERVICES TO CHILDREN, INDIVIDUALS AND FAMILIES IN OUR COMMUNITY CONTINUE INTO THE FUTURE. A GIFT TO THE ENDOWMENT FUND LEAVES A LEGACY THAT STRENGTHENS OUR COMMUNITY, IMPROVES LIVES, HELPS US LIVE UNITED, AND MAKES AN EVERLASTING IMPACT FOR FUTURE GENERATIONS.UWSA GOALS FOCUS ON CHILDREN WHO ARE HAPPY, HEALTHY AND READY FOR SCHOOL, STUDENTS WHO GRADUATE FROM HIGH SCHOOL AND BECOME SUCCESSFUL ADULTS, SELF-SUFFICIENT INDIVIDUALS AND FAMILIES, AND MEETING RESIDENTS' URGENT AND IMMEDIATE NEEDS.SEE SCHEDULE O FOR CONTINUATION THE ENDOWMENT AND LEGACY FUND'S ROLE IS TO SUPPORT UWSA IN STRATEGICALLY BRINGING TOGETHER THE TIME, TALENT AND TREASURE OF THE PEOPLE OF OUR COMMUNITY TO ADDRESS COMPLEX SOCIAL ISSUES SO WE CAN ALL LIVE UNITED.

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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 $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

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

N/A

Volunteers

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

$901,696

Total Directors

Key Employees

Highest Compensated

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

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