Nonprofit · EIN 86-0098932
UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC
Tax-exempt · TUCSON, AZ 85745
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $12,758,523 | $15,111,701 | -$2,353,178 | $22,079,908 | $2,922,497 | $19,157,411 |
| June 30, 2024 | 990 | $11,792,168 | $14,148,674 | -$2,356,506 | $22,682,639 | $2,221,524 | $20,461,115 |
| June 30, 2023 | 990 | $12,729,583 | $13,660,330 | -$930,747 | $24,228,981 | $2,122,493 | $22,106,488 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $12,268,403
- of which government grants
- $6,920,042
- Program service revenue
- $92,705
- Investment income
- $449,352
- Net gain from sales of assets
- -$16,559
- Net income from fundraising events
- -$51,937
- Other revenue
- -$51,937
Expenses
- Grants and similar amounts paid
- $6,917,925
- Compensation of officers, directors and key employees
- $919,942
- Other salaries and wages
- $3,651,755
- Salaries, compensation and benefits (total)
- $5,334,320
- Professional fundraising fees
- $0
- Legal fees
- $2,872
- Accounting fees
- $64,800
- Occupancy
- $624,637
- Travel
- $67,864
- Depreciation
- $30,114
- Program services (functional)
- $11,363,992
- Management and general (functional)
- $2,209,551
- Fundraising (functional)
- $1,538,158
Balance sheet and other
- Total assets, start of year
- $22,682,639
- Total assets, end of year
- $22,079,908
- Total liabilities, end of year
- $2,922,497
- Net assets, end of year
- $19,157,411
- Land, buildings and equipment
- $29,030
- Publicly traded securities
- $13,305,476
- Net assets without donor restrictions
- $11,838,277
- Net assets with donor restrictions
- $7,319,134
- Gross receipts
- $24,152,242
- Employees
- 96
- Volunteers
- 4,481
- Year formed
- 1942
- State of legal domicile
- AZ
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 | Other / benefits |
|---|---|---|---|---|
| Tony Penn | President and CEO Officer | 40 | $392,033 | $19,036 |
| Allison Titcomb | Senior VP & Chief Impact Officer Key employee | 40 | $168,471 | $13,940 |
| Arika Wells | Executive Vice President & COO Key employee | 40 | $159,108 | $14,518 |
| Melissa D'Auria | Vice President & CAF Highest-paid employee | 40 | $148,808 | $11,410 |
| George Schlecht | Vice President and CFO Officer | 40 | $75,756 | $5,565 |
| Sylvia Leyba | Vice President and CFO Officer | 40 | $55,428 | $16,087 |
| Allison Duffy | Chair Trustee or director, Officer | 2 | $0 | $0 |
| Monica Vargas-Mahar | Vice Chair Trustee or director, Officer | 2 | $0 | $0 |
| Alicia White | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Ty Brown | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Edmundo Gamillo | Director Trustee or director | 1 | $0 | $0 |
| Matthew Thrower | Director Trustee or director | 1 | $0 | $0 |
| Eliezer Asunsolo | Director Trustee or director | 1 | $0 | $0 |
| Tara Carthew | Director Trustee or director | 1 | $0 | $0 |
| Mimi Coomler | Director Trustee or director | 1 | $0 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Deepa Dalvi | Director Trustee or director | 1 | $0 |
| Mike Donoghue | Director Trustee or director | 1 | $0 |
| Marco Gardner | Director Trustee or director | 1 | $0 |
| Joseph Kroeger | Director Trustee or director | 1 | $0 |
| Rose Lopez | Director Trustee or director | 1 | $0 |
| Trish Muir | Director Trustee or director | 1 | $0 |
| Roderick Prewitt | Director Trustee or director | 1 | $0 |
| Helena Rodrigues | Director Trustee or director | 1 | $0 |
| Joe Salkowski | Director Trustee or director | 1 | $0 |
| Calline Sanchez | Director Trustee or director | 1 | $0 |
| Brian Sinotte | Director Trustee or director | 1 | $0 |
| Carlos Smith | Director Trustee or director | 1 | $0 |
| Matt Smogor | Director Trustee or director | 1 | $0 |
| Courtney Heath | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 33 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TONY PENN | PRESIDENT & CEO Officer | 40 | $378,124 | $18,580 |
| ALLISON TITCOMB | SENIOR VP & CHIEF IMPACT OFFICER Highest-paid employee | 40 | $158,950 | $13,366 |
| CLAY BACON | SENIOR VICE PRESIDENT & COO Highest-paid employee | 40 | $151,902 | $9,500 |
| MELISSA D'AURIA | VICE PRESIDENT & CAO Highest-paid employee | 40 | $127,292 | $10,956 |
| GEORGE SCHLECHT | VICE PRESIDENT & CFO Officer | 40 | $57,468 | $4,542 |
| SYLVIA LEYBA | VICE PRESIDENT & CFO Officer | 40 | $53,736 | $2,793 |
| JEFF ARTZI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JESSICA BRACK-MERRILL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TY BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARC CAMERON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TARA CARTHEW | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIMI COOMLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEEPA DALVI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIKE DONOGHUE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NEAL ECKEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EDMUNDO GAMILLO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARCO GARDNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MISTY HOLMES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSEPH KROEGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TRISH MUIR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RODERICK PREWITT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HELENA RODRIGUES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY ROWLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRIAN SINOTTE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARLOS SMITH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATT SMOGOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHELLE TRINDADE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MONICA VARGAS-MAHAR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALICIA WHITE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CALLINE SANCHEZ | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ALLISON DUFFY | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| MATTHEW THROWER | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| STEVEN MANKEE | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TONY PENN | PRESIDENT & CEO Officer | 40 | $333,561 | $16,798 |
| CLAY BACON | SENIOR VICE PRESIDENT & COO Highest-paid employee | 40 | $148,669 | $12,647 |
| ALLISON TITCOMB | SENIOR VP & CHIEF IMPACT OFFICER Highest-paid employee | 40 | $138,117 | $12,368 |
| GEORGE SCHLECHT | VICE PRESIDENT & CFO Officer | 40 | $115,746 | $9,423 |
| JEFF ARTZI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JESSICA BRACK-MERRILL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LILLIAN BRANTLEY-THOMPSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TY BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARC CAMERON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEEPA DALVI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIKE DONOGHUE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALLISON DUFFY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LEISL FOLKS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EDMUNDO GAMILLO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARCO GARDNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ERNEST JONES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSPEH KROEGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LEE LAMBERT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARGARET LARSEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CATHERINE MERRILL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TRISH MUIR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY ROWLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHELLE TRINDADE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MONICA VARGAS-MAHAR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALICIA WHITE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CALLINE SANCHEZ | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| CHAD WHELAN | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| MATTHEW THROWER | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| STEVEN MANKEE | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 330 N COMMERCE PARK LOOP, TUCSON, AZ 85745-2789
- Principal officer (990 for 2024)
- Vanecia Kerr, 330 N Commerce Park Loop 200, Tucson, AZ 85745
- Signed the 990
- Vanecia Kerr, President & CEO
- Phone
- (520) 903-9000
- Website
- unitedwaytucson.org
- Return prepared by
- Keegan Linscott & Associates PC
Mission
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.
Program accomplishments
- United Way of Tucson and Southern Arizona is building a thriving community by uniting people, ideas, and resources, serving more than 250,000 individuals locally in 2024-2025. With more than a century of service in this region, United Way of Tucson remains committed to transforming lives and driving lasting change by focusing on key issues: educational success, financial wellness, healthy living, housing stability, and homelessness. As the premier community convener, United Way fosters strategic partnerships and mobilizes resources to design impactful, innovative solutions that support community members and strengthen the local economy. By utilizing measurable results, United Way ensures data-driven decision-making and monitors both internal and external partner programs to maximize outcomes.Key 2024-2025 Results Include: *1,947 children are in early education programs actively engaged in quality improvement efforts*Children received 252,625 age-appropriate books to build their personal home libraries*849 Families received guidance for raising and nurturing their child either in the home or at community-based settings and 5,489 adults received services from Family Resource Centers*436 Individuals learned new developmentally appropriate early childhood education and systems building skills*2,335 Opportunity youth were supported to sustain their engagement in connecting education and a career pathway through the re-engagement centers* 15,960 individuals were impacted through Math Change Network collaborative efforts*13,361 Low-income working families used no-fee tax preparation services at VITA sites to receive all appropriate tax credits*1,902 household members built financial skills related to budgets and credit, debt reduction, saving strategies, and received assistance to obtain public benefits, financial education and coaching*3,767 Older adults became more active and independent through volunteering 118,106 Hours to support 29,942 other older adults and families to meet their needs*32,132 Older adults were able to stay at home because of help and support from quality programs*1,734 individuals sought more information about becoming a Direct Care Worker*1,634 Days of Caring volunteers provided over 4,823 volunteer hours to complete 95 community improvement projects impacting 78,700 individuals*112,807 individuals were helped with emergency needs, such as rental and utility assistance, food, diapers, and health and safety needs * 849 families of young children were served with classes, workshops, parent-child interactions and family support coordination/case managementExpenses $11,022,539 · grants $6,576,472 · revenue $92,705
- Allocations - Through United Way's annual campaign, United Way raises funds to distribute to education and social services, and health and welfare programs administered by not-for-profit agencies.Expenses $341,453 · grants $341,453
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
- 86-0098932
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1958
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $22,079,908
- Income (IRS master file)
- $24,152,242
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $12,758,523 | $15,111,701 | $22,079,908 | XML |
| 990 | June 2024 | $11,792,168 | $14,148,674 | $22,682,639 | XML |
| 990 | June 2023 | $12,729,583 | $13,660,330 | $24,228,981 | XML |
| 990 | June 2022 | $14,478,255 | $13,523,895 | $24,809,225 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 86-0098932).
Questions about UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC
- What is the EIN of UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC?
- The employer identification number (EIN) of UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC is 86-0098932.
- Is UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
- Are donations to UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC 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 TUCSON AND SOUTHERN ARIZONA INC 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 TUCSON AND SOUTHERN ARIZONA INC 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 TUCSON AND SOUTHERN ARIZONA INC?
- The 990 for the year ended June 30, 2025 names Vanecia Kerr.
- Who are the officers and directors of UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC?
- The 990 for the year ended June 30, 2025 lists 29 people; 6 received compensation from the organization, the highest $392,033 (Tony Penn, President and CEO).
- How much revenue does UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $12,758,523, expenses of $15,111,701 and total assets of $22,079,908 at year end.
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