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Community Development : United Ways (Grantmaking/Grants Payable)

United Way of Tucson and Southern Arizona

Live United

four stars

90.91

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 90.91 four stars
  Financial 87.50 three stars
  Accountability & Transparency 97.00 four stars
This rating was published 09/03/2019 and includes data from FY2018, 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 2018
Number of volunteers
4,108
This impact information is current as of September 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

87.50

Accountability & Transparency

four stars

97.00

This rating was published 09/03/2019 and includes data from FY2018, 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)
86.3%
  Administrative Expenses 5.7%
  Fundraising Expenses 7.8%
  Fundraising Efficiency $0.07
  Working Capital Ratio (years) 0.69
  Program Expenses Growth -10.5%
  Liabilities to Assets 17.9%
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) 90.91 four stars
United Way of Elkhart County, Indiana (IN) 85.71 three stars
United Way of Madison County, Alabama (AL) 85.82 three stars
United Way Emerald Coast (FL) 91.70 four stars
United Way of Southwest Virginia (VA) 96.46 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $6,445,088
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $51,860
   Related Organizations $50,000
   Government Grants $5,273,543
Total Contributions $11,820,491
   Program Service Revenue $128,332
Total Primary Revenue $11,948,823
   Other Revenue $138,952
TOTAL REVENUE $12,087,775
   
EXPENSES  
   Program Expenses $9,827,625
   Administrative Expenses $825,256
   Fundraising Expenses $973,077
TOTAL FUNCTIONAL EXPENSES $11,625,958
   
Payments to Affiliates $119,909
Excess (or Deficit) for the year $461,817
   
Net Assets $10,118,670

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 $8,946,701 91.0%
Allocations $880,924 9.0%

Ratings History
United Way of Tucson and Southern Arizona has received 2 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 09/03/2019 90.91 four stars
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, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title
$238,195 2.04% Tony Penn President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Tucson and Southern Arizona (AZ) 90.91 four stars
United Way of Northeast Mississippi (MS) 91.01 four stars
The United Way of Youngstown and the Mahoning Valley (OH) 93.73 four stars
United Way of St. Lucie County (FL) 95.97 four stars
United Way of Central Massachusetts (MA) 88.58 three stars

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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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