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Community Development : United Ways (Fundraising)

United Way of San Antonio and Bexar County

Live united

four stars

92.09

700 South Alamo San Antonio, TX 78205
tel: (210) 352-7015   Web Site
EIN: 74-1272381

Board Leadership
Joe Robles, Jr.
Chairman

  Score
(out of 100)
Rating
Overall Score & Rating 92.09 four stars
  Financial 95.00 four stars
  Accountability & Transparency 90.00 four stars
This rating was published 06/01/2016 and includes data from FY2014, the most recent 990 received at that time.

Learn more about how we calculate the overall score and rating.

Financial

four stars

95.00

Accountability & Transparency

four stars

90.00

This rating was published 06/01/2016 and includes data from FY2014, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity’s total expenses spent on the programs
and services it delivers)
93.4%
  Administrative Expenses 2.6%
  Fundraising Expenses 3.8%
  Fundraising Efficiency $0.03
  Working Capital Ratio (years) 0.87
  Program Expenses Growth 8.3%
  Liabilities to Assets 24.4%
All data for Financial Performance Metrics calculations was provided by United Way of San Antonio and Bexar County on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of San Antonio and Bexar County on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of San Antonio and Bexar County (TX) 92.09 four stars
United Way of Santa Fe County (NM) 88.03 three stars
United Way of Indian River County (FL) 90.98 four stars
United Way of Greater Lorain County (OH) 88.00 three stars
United Way of Hunterdon County (NJ) 85.42 three stars

Compare These Charities (Highly Rated)

Since its first campaign in 1940, when San Antonio business leaders banded together to raise funds for those in need in our community, United Way of San Antonio and Bexar County has become synonymous with caring and helping children, families and individuals. It remains the largest and most respected private health and human service organization in Bexar County, supporting 110 high-quality programs at 60 agencies. Now, United Way is engaging the community to get to the heart of problems. Here in San Antonio, United Way focuses on three critical areas - improving early care and education for children, strengthening families to become more financially stable and developing individual capacity for success.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $42,320,641
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $6,737,077
Total Contributions $49,057,718
   Program Service Revenue $0
Total Primary Revenue $49,057,718
   Other Revenue $395,661
TOTAL REVENUE $49,453,379
   
EXPENSES  
   Program Expenses $45,676,685
   Administrative Expenses $1,155,564
   Fundraising Expenses $1,848,401
TOTAL FUNCTIONAL EXPENSES $48,680,650
   
Payments to Affiliates $429,465
Excess (or Deficit) for the year $772,729
   
Net Assets $37,711,945

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Grant Distributions $40,241,400 88.1%
Community Service Programs $5,435,285 11.9%

Ratings History
United Way of San Antonio and Bexar County has received 10 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2014-06 06/01/2016 92.09 four stars
 
CN 2.0
2014-06 11/01/2015 92.59 four stars
2013-06 12/22/2014 92.32 four stars
2012-06 10/01/2013 92.23 four stars
2011-06 08/01/2012 91.92 four stars
2010-06 09/20/2011 92.57 four stars
 
CN 1.0
2009-06 11/24/2010 93.58 four stars
2008-06 10/01/2009 92.90 four stars
2007-06 10/01/2008 90.31 four stars
2006-06 12/01/2007 91.21 four stars
2005-06 10/01/2006 91.80 four stars
2004-06 05/01/2005 87.62 three stars
2003-06 10/01/2004 76.15 two stars
2002-06 02/01/2004 87.01 three stars
2001-06 10/15/2002 98.15 four stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 74-1272381
Name in IRS Master File UNITED WAY OF SAN ANTONIO & BEXAR COUNTY
NTEE Code T70
NTEE Classification Fund Raising Organizations That Cross Categories
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (600) Community Chest, United Way, etc.
(927) Fundraising
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date April, 1958
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2014
  • June, 2014
  • June, 2013
  • June, 2012
  • June, 2011

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

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Compensation % of Expenses Paid to Title
$326,895 0.67% Lyndon Herridge Former President, CEO
Other Salaries of Note
$381,730 0.78% Howard Nolan Vice Chairman

Since its first campaign in 1940, when San Antonio business leaders banded together to raise funds for those in need in our community, United Way of San Antonio and Bexar County has become synonymous with caring and helping children, families and individuals. It remains the largest and most respected private health and human service organization in Bexar County, supporting 110 high-quality programs at 60 agencies. Now, United Way is engaging the community to get to the heart of problems. Here in San Antonio, United Way focuses on three critical areas - improving early care and education for children, strengthening families to become more financially stable and developing individual capacity for success.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of San Antonio and Bexar County (TX) 92.09 four stars
United Way of Lee, Hendry, Glades, and Okeechobee (FL) 94.75 four stars
United Way of Pierce County (WA) 88.29 three stars
United Way of Greater Attleboro/Taunton, Inc. (MA) 85.96 three stars
United Way of Northeastern Minnesota (MN) 92.02 four stars

Compare These Charities (Highly Rated)

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Charity Contact Info

United Way of San Antonio and Bexar County
700 South Alamo
San Antonio, TX 78205
tel: (210) 352-7015
EIN: 74-1272381

Mail donations to:
P.O. Box 898
San Antonio, TX 78293

Visit Web Site

Board Leadership

Joe Robles, Jr.
Chairman

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