United Way of San Antonio and Bexar County Endowment and Legacy Fund

Nonprofit profile at a glance

EIN
812566792
IRS 990 coverage
2018–2024
Forms available
Form 990 2024
Location
San Antonio, TX, USA
Phone
2103527000
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Single Organization Support

Reported finances

Revenue
$1,779,247
Expenses
$518,309
Assets
$21,582,464
Liabilities
$174,986

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

13 people listed

Executive titles in this filing

  • MR CHRISTOPHER MARTIN (PRESIDENT & CEO)

Highest reported compensation

  • MR CHRISTOPHER MARTIN (PRESIDENT & CEO): $478,915 total reported compensation
  • MR GLENN LUCADOU (CHIEF DEVELOPMENT OFFICER): $254,737 total reported compensation
  • MR RYAN BOUBEL (FORMER CHIEF FINANCIAL OFFICER): $232,727 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2024

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.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 70
  • Transparency & Controls: 84
  • Accountability: 91
  • Sustainability: 83
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 75.5%; rating input score 76
  • Program expense ratio: 82%; rating input score 82
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 70.9%; rating input score 96; 96th percentile among comparable filings
  • Total-asset coverage ratio: 41.64; rating input score 99; 99th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 70; 70th percentile among comparable filings
  • Officer compensation ratio: 42.1%; rating input score 3; 3rd percentile among comparable filings

Growth

  • Program expense growth: 47.2% per year; rating input score 100; 95th percentile among comparable filings
  • Revenue growth: 16.2% per year; rating input score 100; 80th percentile among comparable filings
  • Asset growth: 9.9% per year; rating input score 100; 58th percentile among comparable filings

Details

  • Where the money goes: 75.5% of revenue deployed · 82% of spending went to programs
  • Governance: 3 of 3 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $425K in reported program spending
  • Leadership: top reported pay $479K · 13 people listed · 4 of 6 pay-setting controls reported
  • Consistency: 13 of 13 current checks pass
  • Schedules: 7 filed schedules · includes major donors and executive pay
  • Filing history: 7 filing years from 2018 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • High — Sustainability: Officer compensation ratio scored 3/100.