2025-03-28T16:47:30-05:00 2024-06-30 742606559 ADKF PC 9601 MCALLISTER FREEWAY SUITE 800 SAN ANTONIO TX 78216 990 2023-07-01 812566792 UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY ENDOWMENT AND LEGACY FUND UNIT 2103527000 700 SOUTH ALAMO SAN ANTONIO TX 78205 CHRISTOPHER MARTIN PRESIDENT AND CEO 2103527000 2025-03-28 1 1 JOSEPH A HERNANDEZ P00950841 2108291300 2025-03-28 2023 2025-03-06 01:10:19Z CHRISTOPHER MARTIN 700 SOUTH ALAMO SAN ANTONIO TX 78205 4248066 0 X N/A X 2016 TX UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY (UWSA) MAINTAINS AN (SEE SCHEDULE O FOR CONTINUATION) ENDOWMENT AND LEGACY FUND TO BE USED FOR THE BENEFIT AND FURTHERANCE OF THE STRATEGIC WORK OF UWSA. 3 3 0 4 0 0 131950 65020 0 0 639695 746095 0 0 771645 811115 0 0 0 0 0 0 0 0 0 77235 509823 77235 509823 694410 301292 17864933 19546128 24961 24961 17839972 19521167 X THE MISSION OF UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY (UWSA) ENDOWMENT AND LEGACY FUND IS TO MAINTAIN AN ENDOWMENT FUND TO BE USED FOR THE BENEFIT OF AND IN FURTHERANCE OF THE PURPOSES OF UWSA. 0 0 425000 0 UWSA ENDOWMENT AND LEGACY FUND ENSURES THAT UNITED WAY PROGRAMS AND SERVICES TO CHILDREN, INDIVIDUALS AND FAMILIES IN OUR COMMUNITY CONTINUE INTO THE FUTURE. A GIFT TO THE ENDOWMENT FUND LEAVES A LEGACY THAT STRENGTHENS OUR COMMUNITY, IMPROVES LIVES, HELPS US LIVE UNITED, AND MAKES AN EVERLASTING IMPACT FOR FUTURE GENERATIONS.UWSA GOALS FOCUS ON CHILDREN WHO ARE HAPPY, HEALTHY AND READY FOR SCHOOL, STUDENTS WHO GRADUATE FROM HIGH SCHOOL AND BECOME SUCCESSFUL ADULTS, SELF-SUFFICIENT INDIVIDUALS AND FAMILIES, AND MEETING RESIDENTS' URGENT AND IMMEDIATE NEEDS.SEE SCHEDULE O FOR CONTINUATION THE ENDOWMENT AND LEGACY FUND'S ROLE IS TO SUPPORT UWSA IN STRATEGICALLY BRINGING TOGETHER THE TIME, TALENT AND TREASURE OF THE PEOPLE OF OUR COMMUNITY TO ADDRESS COMPLEX SOCIAL ISSUES SO WE CAN ALL LIVE UNITED. 425000 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X X X CHRISTOPHER MARTIN 2103527009 700 SOUTH ALAMO SAN ANTONIO TX 78205 MR CHARLES E AMATO CHAIRMAN 2.00 2.00 X X 0 0 0 MS LISA A FRIEL SECRETARY/TREASURER 2.00 2.00 X X 0 0 0 MR CARLOS E ALVAREZ DIRECTOR (7/1/2023 - 4/9/2024) 2.00 2.00 X 0 0 0 MR WILLIAM R KLESSE DIRECTOR 2.00 0.00 X 0 0 0 MR CHRISTOPHER MARTIN PRESIDENT & CEO 2.00 55.00 X 0 383442 45683 MR GLENN LUCADOU CHIEF DEVELOPMENT OFFICER 2.00 45.00 X 0 203730 42188 MR RYAN BOUBEL CHIEF FINANCIAL OFFICER 2.00 45.00 X 0 199502 27151 MS JENIFFER RICHARDSON SVP, STRATEGIC INITIATIVES & PUBLIC 2.00 45.00 X 0 146775 14812 MR ANDREW SASSEVILLE SVP, ACCOUNTABILITY & COMMUNITY SERV 2.00 45.00 X 0 143943 13780 MS KASI MCCORMICK VP, INDIVIDUAL GIVING AND MAJOR GIFT 2.00 45.00 X 0 131193 28381 MR DOMINGO GONZALES CHIEF MARKETING OFFICER 2.00 45.00 X 0 131689 25711 MR RUPERT S SCHREINER IMPACT DATA OFFICER 2.00 45.00 X 0 129894 11989 0 1470168 209695 0 0 1 0 0 65020 65020 388994 388994 3794052 3436951 357101 357101 357101 811115 357101 0 388994 X 84823 84823 425000 425000 509823 425000 84823 0 75700 558 106250 312 17682983 19545258 17864933 19546128 24961 24961 24961 24961 X 2891869 3241423 14948103 16279744 17839972 19521167 17864933 19546128 301292 1379903 0 X 0 1 X 1 0 X X X 1 SEE PART VI 741272381 7 1 425000 0 1 425000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART I, LINE 12G, COLUMN(I) UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY 17839972 65020 2041175 425000 19521167 16001333 131950 1706689 17839972 15292705 3112062 -2128434 275000 16001333 12456648 2836057 15292705 11982359 3000 471289 12456648 0.16600 0.83400 0 0 0 X PART X, LINE 2: UWSA AND THE ENDOWMENT ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC); THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THESE CONSOLIDATED FINANCIAL STATEMENTS. GAAP REQUIRES RECOGNITION AND DISCLOSURE OF UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS. MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND THAT IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS. ACCORDINGLY, IT HAS NOT RECOGNIZED ANY LIABILITY FOR UNCERTAIN TAX POSITIONS. FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, UWSA DID NOT RECOGNIZE ANY TAX RELATED INTEREST OR PENALTIES IN THE FINANCIAL STATEMENTS. TAX YEARS 2023-2021 REMAIN OPEN TO EXAMINATION BY THE TAXING JURSIDICTIONS THAT THE ORGANIZATION IS SUBJECT TO, AND THESE PERIODS HAVE NOT BEEN EXTENDED BEYOND THE APPLICABLE STATUE OF LIMITATIONS. FORM 990, SCHEDULE D, PART V, LINE 4: MAKING DISTRIBUTIONS EXCLUSIVELY TO UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY TO BE USED FOR ALLOCATIONS TO UNITED WAY PROGRAMS AND AGENCIES. X X X X 0 0 0 0 0 0 0 0 0 MR CHRISTOPHER MARTIN PRESIDENT & CEO 0 383442 0 0 0 0 0 29700 0 15983 0 429125 0 0 MR GLENN LUCADOU CHIEF DEVELOPMENT OFFICER 0 203730 0 0 0 0 0 18887 0 23301 0 245918 0 0 MR RYAN BOUBEL CHIEF FINANCIAL OFFICER 0 199502 0 0 0 0 0 17944 0 9207 0 226653 0 0 MS JENIFFER RICHARDSON SVP, STRATEGIC INITIATIVES & PUBLIC 0 146775 0 0 0 0 0 6379 0 8433 0 161587 0 0 MS KASI MCCORMICK VP, INDIVIDUAL GIVING AND MAJOR GIFT 0 131193 0 0 0 0 0 12347 0 16034 0 159574 0 0 MR ANDREW SASSEVILLE SVP, ACCOUNTABILITY & COMMUNITY SERV 0 143943 0 0 0 0 0 12780 0 1000 0 157723 0 0 MR DOMINGO GONZALES CHIEF MARKETING OFFICER 0 131689 0 0 0 0 0 12319 0 13392 0 157400 0 0 FORM 990, SCHEDULE J, PART I, LINE 3 COMPENSATION SALARY RANGES FOR ALL POSITIONS ARE DETERMINED BY AN OUTSIDE VOLUNTEER COMMITTEE COMPOSED OF HUMAN RESOURCE PROFESSIONALS FROM A LOCAL MAJOR CORPORATION. THIS VOLUNTEER COMMITTEE SECURES COMPARABLE SALARY DATA FROM LOCAL AND NATIONAL SOURCES TO ESTABLISH THE PAY GRADE AND SALARY RANGE FOR EACH POSITION WITHIN UWSA. THESE PAY GRADE AND SALARY RANGES ARE APPROVED ANNUALLY BY THE DIVERSITY AND HUMAN RESOURCES COMMITTEE AND SUBSEQUENTLY THE BOARD OF DIRECTORS. THIS PROCESS WAS LAST PERFORMED IN APRIL 2024. ALL COMPENSATION REPORTED ON FORM 990, PART VII AND SCHEDULE J, PART II IS FROM THE RELATED ORGANIZATION. DAVID BOHNE BOARD MEMBER AND PRESIDENT OF BROADWAY BANK 19521254 ASSET MANAGEMENT 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE AUDIT COMMITTEE WITH MANAGEMENT. UPON APPROVAL OF THE RETURN BY THE AUDIT COMMITTEE, IT IS PRESENTED TO THE BOARD BEFORE BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE WRITTEN CONFLICT OF INTEREST POLICY IS CONTAINED WITHIN THE UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY EMPLOYEE HANDBOOK. ANNUALLY, ALL EMPLOYEES, OFFICERS AND TRUSTEES ARE ASKED TO READ THE POLICY AND CONFIRM IN WRITING, COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION C, LINE 18 UWSA ENDOWMENT AND LEGACY FUND FORM 990 IS AVAILABLE UPON REQUEST AND IS ALSO ON GUIDESTAR WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G DISTRIBUTIONS: PROGRAM SERVICE EXPENSES 425,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 425,000. UNITED WAY OF SAN ANTONIO & BEXAR COUNTY 700 SOUTH ALAMO SAN ANTONIO TX 78205 741272381 SEE PART VII TX 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY M NOT MEASURED UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY N NOT MEASURED UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY O NOT MEASURED UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY B 425000 FAIR MARKET VALUE FORM 990, SCHEDULE R, PART II, LINE 1, COLUMN(B): TO UNITE THE COMMUNITY TO IDENTIFY AND SOLVE OUR MOST CRITICAL ISSUES.