Nonprofit · EIN 81-2566792
UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY ENDOWMENT AND LEGACY FUND
Tax-exempt · SAN ANTONIO, TX 78205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,779,247 | $518,309 | $1,260,938 | $21,582,464 | $174,986 | $21,407,478 |
| June 30, 2024 | 990 | $811,115 | $509,823 | $301,292 | $19,546,128 | $24,961 | $19,521,167 |
| June 30, 2023 | 990 | $771,645 | $77,235 | $694,410 | $17,864,933 | $24,961 | $17,839,972 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $400,462
- Program service revenue
- $0
- Investment income
- $1,378,785
- Net gain from sales of assets
- $946,127
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $425,000
- Management and general (functional)
- $93,309
Balance sheet and other
- Total assets, start of year
- $19,546,128
- Total assets, end of year
- $21,582,464
- Total liabilities, end of year
- $174,986
- Net assets, end of year
- $21,407,478
- Publicly traded securities
- $21,546,661
- Net assets without donor restrictions
- $3,892,218
- Net assets with donor restrictions
- $17,515,260
- Gross receipts
- $4,070,595
- Employees
- 0
- Volunteers
- 3
- Year formed
- 2016
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MR CHRISTOPHER MARTIN | PRESIDENT & CEO Officer | 2 | $0 | $434,498 | $44,417 |
| MR GLENN LUCADOU | CHIEF DEVELOPMENT OFFICER Officer | 2 | $0 | $212,637 | $42,100 |
| MR RYAN BOUBEL | FORMER CHIEF FINANCIAL OFFICER Officer | 2 | $0 | $202,655 | $30,072 |
| MS JENIFFER M RICHARDSON | SVP, STRATEGIC INITIATIVES & PUBLIC Highest-paid employee | 2 | $0 | $151,683 | $16,304 |
| MR DOMINGO R GONZALES | CHIEF MARKETING OFFICER Highest-paid employee | 2 | $0 | $138,049 | $26,992 |
| MR ANDREW M SASSEVILLE | SVP, ACCOUNTABILITY & COMMUNITY SERV Highest-paid employee | 2 | $0 | $148,177 | $15,155 |
| MR JASON ALEMAN | SVP, COMMUNITY IMPACT Highest-paid employee | 2 | $0 | $142,829 | $12,794 |
| MR RUPERT S SCHREINER | IMPACT DATA OFFICER Highest-paid employee | 2 | $0 | $134,322 | $13,817 |
| MR SAMUEL BARTON | VP, INFORMATION SERVICES Highest-paid employee | 2 | $0 | $127,287 | $16,610 |
| MR CHARLES E AMATO | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MS LISA A FRIEL | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MR WILLIAM R KLESSE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MS TAMMY FLOYD | CHIEF FINANCIAL OFFICER Officer | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MR CHRISTOPHER MARTIN | PRESIDENT & CEO Officer | 2 | $0 | $383,442 | $45,683 |
| MR GLENN LUCADOU | CHIEF DEVELOPMENT OFFICER Officer | 2 | $0 | $203,730 | $42,188 |
| MR RYAN BOUBEL | CHIEF FINANCIAL OFFICER Officer | 2 | $0 | $199,502 | $27,151 |
| MS JENIFFER RICHARDSON | SVP, STRATEGIC INITIATIVES & PUBLIC Highest-paid employee | 2 | $0 | $146,775 | $14,812 |
| MS KASI MCCORMICK | VP, INDIVIDUAL GIVING AND MAJOR GIFT Highest-paid employee | 2 | $0 | $131,193 | $28,381 |
| MR ANDREW SASSEVILLE | SVP, ACCOUNTABILITY & COMMUNITY SERV Highest-paid employee | 2 | $0 | $143,943 | $13,780 |
| MR DOMINGO GONZALES | CHIEF MARKETING OFFICER Highest-paid employee | 2 | $0 | $131,689 | $25,711 |
| MR RUPERT S SCHREINER | IMPACT DATA OFFICER Highest-paid employee | 2 | $0 | $129,894 | $11,989 |
| MR CHARLES E AMATO | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MS LISA A FRIEL | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MR CARLOS E ALVAREZ | DIRECTOR (7/1/2023 - 4/9/2024) Trustee or director | 2 | $0 | $0 | $0 |
| MR WILLIAM R KLESSE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MR CHRISTOPHER MARTIN | PRESIDENT & CEO Officer | 2 | $0 | $380,236 | $44,003 |
| MR GLENN LUCADOU | CHIEF DEVELOPMENT OFFICER Officer | 2 | $0 | $198,408 | $42,644 |
| MR RYAN BOUBEL | CHIEF FINANCIAL OFFICER Officer | 2 | $0 | $192,273 | $25,558 |
| MS LINDA GARZA | SVP, CORPORATE CAMPAIGNS Highest-paid employee | 0 | $0 | $179,566 | $32,714 |
| MS LADY ROMANO | SVP, COMMUNITY IMPACT Highest-paid employee | 0 | $0 | $153,865 | $29,773 |
| MS JENIFFER RICHARDSON | SVP, STRATEGIC INITIATIVES & PUBLIC POLICY Highest-paid employee | 0 | $0 | $141,677 | $21,520 |
| MS KASI MCCORMICK | VP, INDIVIDUAL GIVING AND MAJOR GIFTS Highest-paid employee | 0 | $0 | $127,985 | $27,718 |
| MR ANDREW SASSEVILLE | SVP, ACCOUNTABILITY & COMMUNITY SERVICES Highest-paid employee | 0 | $0 | $139,556 | $12,957 |
| MR CHARLES E AMATO | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MS LISA A FRIEL | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MR CARLOS E ALVAREZ | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MR WILLIAM R KLESSE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 700 S ALAMO ST, SAN ANTONIO, TX 78205-3404
- In care of
- % LYNDON HERRIDGE
- Principal officer (990 for 2024)
- CHRISTOPHER MARTIN, 700 SOUTH ALAMO, SAN ANTONIO, TX 78205
- Signed the 990
- TAMMY FLOYD, CFO
- Phone
- (210) 352-7000
- Return prepared by
- ADKF PC
Mission
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.
Program accomplishments
- 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.Expenses $425,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 81-2566792
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2016
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P11)
- Assets (IRS master file)
- $21,582,464
- Income (IRS master file)
- $4,070,595
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,779,247 | $518,309 | $21,582,464 | IRS |
| 990 | June 2024 | $811,115 | $509,823 | $19,546,128 | XML |
| 990 | June 2023 | $771,645 | $77,235 | $17,864,933 | XML |
| 990 | June 2022 | $4,167,649 | $349,441 | $16,001,333 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-2566792).
Questions about UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY ENDOWMENT AND LEGACY FUND
- What is the EIN of UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY ENDOWMENT AND LEGACY FUND?
- The employer identification number (EIN) of UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY ENDOWMENT AND LEGACY FUND is 81-2566792.
- Is UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY ENDOWMENT AND LEGACY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY ENDOWMENT AND LEGACY FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY ENDOWMENT AND LEGACY FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY ENDOWMENT AND LEGACY FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY ENDOWMENT AND LEGACY FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY ENDOWMENT AND LEGACY FUND?
- The 990 for the year ended June 30, 2025 names CHRISTOPHER MARTIN.
- Who are the officers and directors of UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY ENDOWMENT AND LEGACY FUND?
- The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY ENDOWMENT AND LEGACY FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,779,247, expenses of $518,309 and total assets of $21,582,464 at year end.
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