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Community Development : United Ways (Grantmaking/Grants Payable)

United Way of Tucson and Southern Arizona

Live United

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Impact Information is available from our partner, GuideStar

four stars

91.49

330 North Commerce Park Loop Suite 200
Tucson, AZ 85745
tel: (520) 903-9000   Web Site
EIN: 86-0098932

Board Leadership
Joel Rohlik
Chair

CEO
Tony Penn
President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 91.49 four stars
  Financial 88.35 three stars
  Accountability & Transparency 97.00 four stars
This rating was published 12/01/2018 and includes data from FY2017, the most recent 990 received at that time.

For more than 80 years, the United Way of Tucson and Southern Arizona has held a reputation as our community's fundraiser, but United Way doesn't just raise money. Our mission is to build a thriving community. We aim for an economically strong, safe and healthy community where southern Arizona residents can live and work. Our strategic goal is to achieve measurable community results in critical areas so that: children will enter school prepared to learn and attend safe, nurturing after-school programs; families will have the tools they need to remain strong and free from violence; and seniors will live actively and make independent life choices.

For more than 80 years, the United Way of Tucson and Southern Arizona has held a reputation as our community's fundraiser, but United Way doesn't just raise money. Our mission is to build a thriving community. We aim for an economically strong, safe and healthy community where southern Arizona residents can live and work. Our strategic goal is to achieve measurable community results in critical areas so that: children will enter school prepared to learn and attend safe, nurturing after-school programs; families will have the tools they need to remain strong and free from violence; and seniors will live actively and make independent life choices.

Impact Information

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Reported Results
Total in 2017
Number of donations made by board members
25
Number of coalition members
314
The number of community members that received free tax services through UWTSA
15,607
This impact information is current as of March 2019, when it was provided to us by GuideStar. At this time, Impact information published on this organization's page has no effect on its rating per our methodology.

Financial

three stars

88.35

Accountability & Transparency

four stars

97.00

This rating was published 12/01/2018 and includes data from FY2017, 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)
87.8%
  Administrative Expenses 4.9%
  Fundraising Expenses 7.1%
  Fundraising Efficiency $0.07
  Working Capital Ratio (years) 0.58
  Program Expenses Growth -7.1%
  Liabilities to Assets 22.3%
All data for Financial Performance Metrics calculations was provided by United Way of Tucson and Southern Arizona on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Tucson and Southern Arizona on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Tucson and Southern Arizona (AZ) 91.49 four stars
United Way of Calvert County (MD) 91.57 four stars
United Way of Pueblo County (CO) 98.13 four stars
United Way Tar River Region (NC) 91.21 four stars
United Way of the Capital Region (PA) 91.62 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $7,679,082
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $44,646
   Related Organizations $25,000
   Government Grants $5,200,545
Total Contributions $12,949,273
   Program Service Revenue $261,812
Total Primary Revenue $13,211,085
   Other Revenue $59,930
TOTAL REVENUE $13,271,015
   
EXPENSES  
   Program Expenses $11,011,247
   Administrative Expenses $720,932
   Fundraising Expenses $883,309
TOTAL FUNCTIONAL EXPENSES $12,615,488
   
Payments to Affiliates $71,469
Excess (or Deficit) for the year $655,527
   
Net Assets $9,564,928

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
Advancing the Common Good $8,378,337 76.1%
Allocations $2,632,910 23.9%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-06 12/01/2018 91.49 four stars
2016-06 05/01/2018 87.44 three stars
2016-06 02/01/2018 86.67 three stars
2015-06 12/01/2016 86.67 three stars
2014-06 06/01/2016 88.43 three stars
 
CN 2.0
2014-06 11/01/2015 83.33 three stars
2013-06 03/01/2015 95.70 four stars
2012-06 11/01/2013 93.88 four stars
2011-06 08/01/2012 93.31 four stars
2010-06 09/20/2011 93.50 four stars
 
CN 1.0
2009-06 11/24/2010 83.46 three stars
2008-06 10/01/2009 89.30 three stars
2007-06 10/01/2008 88.88 three stars
2006-06 12/01/2007 93.35 four stars
2005-06 05/01/2007 77.47 two stars
2004-06 09/01/2005 70.34 two stars
2003-06 08/01/2004 84.37 three stars
2002-06 11/01/2003 93.51 four stars
2001-06 04/15/2003 91.02 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 86-0098932
Name in IRS Master File UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC
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 (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!)
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013
Compensation % of Expenses Paid to Title
$229,478 1.81% Tony Penn President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Tucson and Southern Arizona (AZ) 91.49 four stars
The United Way of Greater Waterbury (CT) 91.16 four stars
United Way of the Ohio Valley (KY) 88.23 three stars
United Way of Northeastern Minnesota (MN) 95.70 four stars
United Way Galveston County Mainland (TX) 94.74 four stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

United Way of Tucson and Southern Arizona
330 North Commerce Park Loop
Suite 200
Tucson, AZ 85745
tel: (520) 903-9000
fax: (520) 903-9002
EIN: 86-0098932

Visit Web Site

Board Leadership

Joel Rohlik
Chair

CEO

Tony Penn
President, CEO

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