United Way of Tucson and Southern Arizona Inc

What it reported doing in 2024

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

Financial Efficiency

• Mission deployment rate: 89.4%; rating input score 89
• Program expense ratio: 75.2%; rating input score 75
• Fundraising efficiency: $7.98 raised per $1 spent on fundraising; rating input score 32; 32nd percentile among comparable filings

Transparency & Controls

• Consistency checks: 94.1%; rating input score 94; 20th percentile among comparable filings
• Pay-setting controls: 5 of 6 controls in place; rating input score 83
  • Compensation committee: Pass
  • Independent consultant: Missing
  • Other Form 990s reviewed: Pass
  • Written employment contract: Pass
  • Compensation survey or study: Pass
  • Board or committee approval: Pass
• Foreign activity oversight: Limited
• Grant itemization coverage: 97.8%; rating input score 98; 28th percentile among comparable filings
• Major donor itemization: Yes; rating input score 100
• Related-party transparency: Yes; rating input score 100

Accountability

• Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
• Governance controls: 8 of 9 controls in place; rating input score 89
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • CEO compensation review process: Pass
  • 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: -18.4%; rating input score 5; 5th percentile among comparable filings
• Total-asset coverage ratio: 1.46; rating input score 50; 50th percentile among comparable filings
• Liabilities to assets ratio: 0.13; rating input score 68; 68th percentile among comparable filings
• Officer compensation ratio: 7.1%; rating input score 35; 35th percentile among comparable filings

Growth

• Program expense growth: -0.4% per year; rating input score 0; 9th percentile among comparable filings
• Revenue growth: -2.4% per year; rating input score 0; 4th percentile among comparable filings
• Asset growth: 7.9% per year; rating input score 100; 54th percentile among comparable filings