United Way of Tucson and Southern Arizona Inc

EIN: 860098932 501(c)(3) Philanthropy & Grantmaking

Tucson, AZ

Total Revenue
$12,758,523
Total Expenses
$15,111,701
Total Assets
$22,079,908
Net Assets
$19,157,411
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Financial Trends

Organization Details

Formation Year
1942
Legal Domicile
AZ
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

Our vision is a community where every child receives a high-quality education from birth to career, every adult has the opportunity to thrive financailly and in the workplace, and every older person can retire and age with dignity and independence.

Program Service Accomplishments

Program 1
Expenses: $11,022,539 Revenue: $92,705

United Way of Tucson and Southern Arizona is building a thriving community by uniting people, ideas, and resources, serving more than 250,000 individuals locally in 2024-2025. With more than a...

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United Way of Tucson and Southern Arizona is building a thriving community by uniting people, ideas, and resources, serving more than 250,000 individuals locally in 2024-2025. With more than a century of service in this region, United Way of Tucson remains committed to transforming lives and driving lasting change by focusing on key issues: educational success, financial wellness, healthy living, housing stability, and homelessness. As the premier community convener, United Way fosters strategic partnerships and mobilizes resources to design impactful, innovative solutions that support community members and strengthen the local economy. By utilizing measurable results, United Way ensures data-driven decision-making and monitors both internal and external partner programs to maximize outcomes.Key 2024-2025 Results Include: *1,947 children are in early education programs actively engaged in quality improvement efforts*Children received 252,625 age-appropriate books to build their personal home libraries*849 Families received guidance for raising and nurturing their child either in the home or at community-based settings and 5,489 adults received services from Family Resource Centers*436 Individuals learned new developmentally appropriate early childhood education and systems building skills*2,335 Opportunity youth were supported to sustain their engagement in connecting education and a career pathway through the re-engagement centers* 15,960 individuals were impacted through Math Change Network collaborative efforts*13,361 Low-income working families used no-fee tax preparation services at VITA sites to receive all appropriate tax credits*1,902 household members built financial skills related to budgets and credit, debt reduction, saving strategies, and received assistance to obtain public benefits, financial education and coaching*3,767 Older adults became more active and independent through volunteering 118,106 Hours to support 29,942 other older adults and families to meet their needs*32,132 Older adults were able to stay at home because of help and support from quality programs*1,734 individuals sought more information about becoming a Direct Care Worker*1,634 Days of Caring volunteers provided over 4,823 volunteer hours to complete 95 community improvement projects impacting 78,700 individuals*112,807 individuals were helped with emergency needs, such as rental and utility assistance, food, diapers, and health and safety needs * 849 families of young children were served with classes, workshops, parent-child interactions and family support coordination/case management

Program 2
Expenses: $341,453

Allocations - Through United Way's annual campaign, United Way raises funds to distribute to education and social services, and health and welfare programs administered by not-for-profit agencies.

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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 $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
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Governance

Voting Members
23
Independent Members
23
Employees
96
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
7
$563,905
Total Directors
23
$0
Key Employees
2
$356,037
Highest Compensated
1
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
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