United Way of Tucson and Southern Arizona Inc (EIN 860098932) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1942

Legal Domicile

Principal Officer

Vanecia Kerr

Phone

5209039000

Tax Period

2024-07-01 to 2025-06-30

United Way of Tucson and Southern Arizona Inc, founded in 1942, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $12.8M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $15.1M exceeded revenue, resulting in a 18% operating deficit.

Mission

Building a thriving community by uniting people, ideas, and resources.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $12,268,403

Program Service Revenue $92,705

Investment Income $449,352

Other Revenue $-51,937

TOTAL REVENUE $12,758,523

Expense Breakdown

Grants Paid $6,917,925

Salaries & Benefits $5,334,320

Fundraising Expenses $1,538,158

Program Expenses $11,363,992

Other Expenses $2,859,456

TOTAL EXPENSES $15,111,701

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,758,523	$11,792,168	+0.1%
Expenses	$15,111,701	$14,148,674	+0.1%
Net Income	$-2,353,178	$-2,356,506	0.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

4481

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

$563,905

Total Directors

Key Employees

$356,037

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Allison Duffy	Chair	2.00	Officer Director	$0	$0	$0
Monica Vargas-Mahar	Vice Chair	2.00	Officer Director	$0	$0	$0
Alicia White	Treasurer	2.00	Officer Director	$0	$0	$0
Ty Brown	Secretary	2.00	Officer Director	$0	$0	$0
Edmundo Gamillo	Director	1.00	Director	$0	$0	$0
Matthew Thrower	Director	1.00	Director	$0	$0	$0
Eliezer Asunsolo	Director	1.00	Director	$0	$0	$0
Tara Carthew	Director	1.00	Director	$0	$0	$0
Mimi Coomler	Director	1.00	Director	$0	$0	$0
Deepa Dalvi	Director	1.00	Director	$0	$0	$0
Mike Donoghue	Director	1.00	Director	$0	$0	$0
Marco Gardner	Director	1.00	Director	$0	$0	$0
Joseph Kroeger	Director	1.00	Director	$0	$0	$0
Rose Lopez	Director	1.00	Director	$0	$0	$0
Trish Muir	Director	1.00	Director	$0	$0	$0
Roderick Prewitt	Director	1.00	Director	$0	$0	$0
Helena Rodrigues	Director	1.00	Director	$0	$0	$0
Joe Salkowski	Director	1.00	Director	$0	$0	$0
Calline Sanchez	Director	1.00	Director	$0	$0	$0
Brian Sinotte	Director	1.00	Director	$0	$0	$0
Carlos Smith	Director	1.00	Director	$0	$0	$0
Matt Smogor	Director	1.00	Director	$0	$0	$0
Courtney Heath	Director	1.00	Director	$0	$0	$0
Tony Penn	President and CEO	40.00	Officer	$392,033	$19,036	$411,069
George Schlecht	Vice President and CFO	40.00	Officer	$75,756	$5,565	$81,321
Sylvia Leyba	Vice President and CFO	40.00	Officer	$55,428	$16,087	$71,515
Allison Titcomb	Senior VP & Chief Impact Officer	40.00	Key Emp	$168,471	$13,940	$182,411
Arika Wells	Executive Vice President & COO	40.00	Key Emp	$159,108	$14,518	$173,626
Melissa D'Auria	Vice President & CAF	40.00	Highest	$148,808	$11,410	$160,218

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	$12,758,523	$15,111,701	$22,079,908	$-2,353,178
2024	$11,792,168	$14,148,674	$22,682,639	$-2,356,506
2023	$12,729,583	$13,660,330	$24,228,981	$-930,747
2022	$14,478,255	$13,523,895	$24,809,225	$954,360
2021	$23,370,271	$13,606,467	$25,194,922	$9,763,804
2020	$14,617,314	$13,274,635	$14,900,334	$1,342,679
2019	$12,617,502	$12,347,525	$12,397,851	$269,977
2018	$12,087,775	$11,625,958	$12,328,916	$461,817

United Way of Tucson and Southern Arizona Inc