UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC Charity Report

Public IRS 990 nonprofit record

UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC

EIN 86-0098932 · Federated Giving Programs (T70)

What they do

Our Vision is A Community Where Every Child Receives A High-quality Education From Birth to Career, Every Adult Has The Opportunity to Thrive Financailly and In The Workplace, and Every Older Person Can Retire and Age With Dignity and Independence.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $75.20 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders29 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

89.07%of revenue went to mission work75.2% of expenses · Program services

12.06%of revenue went to fundraising10.2% of expenses

$118.44spent for every $100 of revenueSpending was higher than revenue this year.

17.32%of revenue went to management and office costs14.6% of expenses

$1.46in assets for every $1 spent this yearSome assets cannot be spent right away.

96.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $2,353,178 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $411,069 for TONY PENN (PRESIDENT AND CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$12,758,523

Mission workProgram services$11,363,99289.07% of revenue75.2% of expenses

ManagementOffice and general costs$2,209,55117.32% of revenue14.6% of expenses

FundraisingAsking for donations$1,538,15812.06% of revenue10.2% of expenses

Total expenses$15,111,701118.44% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 75.2% mission · 14.6% management · 10.2% fundraisingTotal expenses: 118.44% of revenue

2023Expense mix: 80.1% mission · 10.7% management · 9.2% fundraisingTotal expenses: 119.98% of revenue

2022Expense mix: 82.4% mission · 9.3% management · 8.3% fundraisingTotal expenses: 107.31% of revenue

2021Expense mix: 83.1% mission · 8.5% management · 8.4% fundraisingTotal expenses: 93.41% of revenue

2020Expense mix: 84.6% mission · 7.5% management · 7.9% fundraisingTotal expenses: 58.22% of revenue

2019Expense mix: 83.3% mission · 7.6% management · 9.1% fundraisingTotal expenses: 90.81% of revenue

2018Expense mix: 83.1% mission · 7.4% management · 9.5% fundraisingTotal expenses: 97.86% of revenue

2017Expense mix: 84.5% mission · 7.1% management · 8.4% fundraisingTotal expenses: 96.18% of revenue

Money in and money out

Revenue$12,758,523

Expenses$15,111,701

Annual shortfall $2,353,178 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$11,363,992 · 75.2% of expenses

Management and office costs$2,209,551 · 14.6% of expenses

Fundraising$1,538,158 · 10.2% of expenses

See all reported dollar amounts

Revenue$12,758,523

Expenses$15,111,701

Assets$22,079,908

Income$24,152,242

Contributions$12,268,403

Mission work (program services)$11,363,992

Fundraising$1,538,158

Grants given$66,128,395

Average grant$67,067

Management and general$2,209,551

Stocks and bonds$13,305,476

Accounting fees$64,800

Investing fees$62,767

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

TONY PENNPRESIDENT AND CEO · 40 hrs/week $411,069Base $392,033 · Other $19,036

ALLISON TITCOMBSENIOR VP & CHIEF IMPACT OFFICER · 40 hrs/week $182,411Base $168,471 · Other $13,940

ARIKA WELLSEXECUTIVE VICE PRESIDENT & COO · 40 hrs/week $173,626Base $159,108 · Other $14,518

MELISSA DAURIAVICE PRESIDENT & CAF · 40 hrs/week $160,218Base $148,808 · Other $11,410

GEORGE SCHLECHTVICE PRESIDENT AND CFO · 40 hrs/week $81,321Base $75,756 · Other $5,565

SYLVIA LEYBAVICE PRESIDENT AND CFO · 40 hrs/week $71,515Base $55,428 · Other $16,087

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (29)

TONY PENNPRESIDENT AND CEO

ALLISON TITCOMBSENIOR VP & CHIEF IMPACT OFFICER

ARIKA WELLSEXECUTIVE VICE PRESIDENT & COO

MELISSA DAURIAVICE PRESIDENT & CAF

GEORGE SCHLECHTVICE PRESIDENT AND CFO

SYLVIA LEYBAVICE PRESIDENT AND CFO

JOSEPH KROEGERDIRECTOR

TY BROWNSECRETARY

TRISH MUIRDIRECTOR

TARA CARTHEWDIRECTOR

ROSE LOPEZDIRECTOR

RODERICK PREWITTDIRECTOR

MONICA VARGAS-MAHARVICE CHAIR

MIMI COOMLERDIRECTOR

MIKE DONOGHUEDIRECTOR

MATTHEW THROWERDIRECTOR

MATT SMOGORDIRECTOR

MARCO GARDNERDIRECTOR

ALICIA WHITETREASURER

JOE SALKOWSKIDIRECTOR

HELENA RODRIGUESDIRECTOR

ELIEZER ASUNSOLODIRECTOR

EDMUNDO GAMILLODIRECTOR

DEEPA DALVIDIRECTOR

COURTNEY HEATHDIRECTOR

CARLOS SMITHDIRECTOR

CALLINE SANCHEZDIRECTOR

BRIAN SINOTTEDIRECTOR

ALLISON DUFFYCHAIR

About this charity

Recognized since: January 1958
Location: 330 N COMMERCE PARK LOOP, TUCSON, AZ 85745-2789
County: Pima
In care of: Vanecia Kerr
Primary officer: Vanecia Kerr, President & CEO

How to reach them

WebsiteVisit the charity’s website Phone(520) 903-9000

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: KEEGAN LINSCOTT & ASSOCIATES PC
NTEE classification: Federated Giving Programs (T70)
IRS tax category: Federated Giving Programs
Grant-giving organization: Yes