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United Way Of San Antonio And Bexar County Endowment And Legacy Fund

  • San Antonio, TX
  • Tax-exempt since Aug. 2016
  • EIN: 81-2566792

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Human Services — Multipurpose and Other / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$772k (2023)

Expenses
$77.2k (2023)

Total Assets
$17.9M (2023)

Total Liabilities
$25k (2023)

Source: Form 990 tax filings from 2016 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$771,645
Expenses
$77,235
Net Income
$694,410
Net Assets
$17,839,972
Notable Sources of Revenue Percent of Total Revenue
Contributions $131,950
17.1%
Program Services $0
Investment Income $367,555
47.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $272,140
35.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $17,864,933
Total Liabilities $24,961
Net Assets $17,839,972
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Mr Charles E Amato (Chairman) $0 $0 $0
Ms Lisa A Friel (Secretary/Treasurer) $0 $0 $0
Mr Carlos E Alvarez (Director) $0 $0 $0
Mr William R Klesse (Director) $0 $0 $0
Mr Christopher Martin (President & Ceo) $0 $380,236 $44,003
Mr Glenn Lucadou (Chief Development Officer) $0 $198,408 $42,644
Mr Ryan Boubel (Chief Financial Officer) $0 $192,273 $25,558
Ms Linda Garza (Svp, Corporate Campaigns) $0 $179,566 $32,714
Ms Lady Romano (Svp, Community Impact) $0 $153,865 $29,773
Ms Jeniffer Richardson (Svp, Strategic Initiatives & Public Policy) $0 $141,677 $21,520
Mr Andrew Sasseville (Svp, Accountability & Community Services) $0 $139,556 $12,957
Ms Kasi Mccormick (Vp, Individual Giving And Major Gifts) $0 $127,985 $27,718
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Document Links

990
Filed on April 24, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,167,649
Expenses
$349,441
Net Income
$3,818,208
Net Assets
$16,001,333
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,112,062
74.7%
Program Services $0
Investment Income $308,867
7.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $746,720
17.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,001,333
Total Liabilities $0
Net Assets $16,001,333
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Mr Charles E Amato (Chairman) $0 $0 $0
Ms Lisa A Friel (Secretary/Treasurer) $0 $0 $0
Mr Carlos E Alvarez (Director) $0 $0 $0
Mr William R Klesse (Director) $0 $0 $0
Mr Christopher Martin (President & Ceo) $0 $349,245 $40,397
Mr Ryan Boubel (Chief Financial Officer) $0 $17,302 $0
Mr Edward H Guerra (Former Evp, Cfo) $0 $182,711 $30,468
Mr Glenn Lucadou (Chief Development Officer) $0 $190,769 $41,594
Ms Mary Ellen Burns (Former Svp, Grant Implementation) $0 $183,770 $39,114
Ms Linda Garza (Svp, Corporate Campaigns) $0 $171,080 $31,478
Ms Lady Romano (Svp, Community Impact) $0 $147,116 $28,561
Mr Andrew Sasseville (Svp, Accountability & Community Services) $0 $135,375 $14,950
Ms Jeniffer Richardson (Svp, Strategic Initiatives & Public Policy) $0 $125,155 $14,062
Mr Lyndon Herridge (Former Vice Chair) $0 $406,913 $27,937
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Document Links

990
Filed on May 10, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$861,031
Expenses
$52,020
Net Income
$809,011
Net Assets
$15,292,705
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $240,602
27.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $620,429
72.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,292,705
Total Liabilities $0
Net Assets $15,292,705
Compensation
Key Employees and Officers Compensation Related Other
Mr Charles E Amato (Chairman) $0 $0 $0
Ms Lisa A Friel (Secretary/Treasurer) $0 $0 $0
Mr Carlos E Alvarez (Director) $0 $0 $0
Mr Michael S Ciskowski (Director) $0 $0 $0
Mr William R Klesse (Director) $0 $0 $0
Mr Christopher Martin (President & Ceo) $0 $321,279 $49,193
Mr Lyndon Herridge (Vice Chair) $0 $421,828 $32,959
Mr Edward H Guerra (Evp, Cfo) $0 $179,383 $31,898
Mr Glenn Lucadou (Chief Development Officer) $0 $181,862 $38,124
Ms Linda Garza (Svp, Corporate Campaigns) $0 $166,346 $29,352
Ms Mary Ellen Burns (Svp, Grant Implementation) $0 $159,812 $37,368
Ms Lady Romano (Svp, Community Impact) $0 $140,339 $29,628
Mr Andrew Sasseville (Svp, Accountability And Community Se) $0 $131,947 $13,445
Ms Rhonda Dahlke (Vp, Corporate Campaigns & Leadrshp Evnts) $0 $126,948 $25,631
+ View more people

Document Links

990
Filed on May 4, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$77,866
Expenses
$45,967
Net Income
$31,899
Net Assets
$12,456,648
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,000
3.9%
Program Services $0
Investment Income $254,974
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$180,108
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $12,456,648
Total Liabilities $0
Net Assets $12,456,648
Compensation
Key Employees and Officers Compensation Related Other
Mr Charles E Amato (Chair) $0 $0 $0
Mr Mark M Johnson (Vice Chair) $0 $0 $0
Ms Lisa A Friel (Secretary/Treasurer) $0 $0 $0
Mr Carlos E Alvarez (Director) $0 $0 $0
Mr Michael S Ciskowski (Director) $0 $0 $0
Mr William R Klesse (Director) $0 $0 $0
Mr L Lowry Mays (Director) $0 $0 $0
Mr Christopher Martin (President & Ceo) $0 $295,806 $49,367
Mr Lyndon R Herridge (Vice Chair) $0 $420,719 $34,088
Mr Edward H Guerra (Evp, Cfo) $0 $199,623 $39,610
Mg Margaret Poore (Evp, Pcc) $0 $158,221 $14,040
Mr Thomas Galvin (Svp, Leadership & Major Gifts) $0 $191,789 $43,716
Ms Mary Ellen Burns (Svp, Grant Implementation) $0 $164,369 $39,723
Ms Linda Garza (Svp, Corporate Campaigns) $0 $161,455 $31,917
Ms Lady R Romano (Svp, Community Impact) $0 $134,790 $29,875
Mr Andrew Sasseville (Svp, Accountability And Community Service) $0 $128,650 $13,253
+ View more people

Document Links

990
Filed on Feb. 25, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$335,852
Expenses
$43,217
Net Income
$292,635
Net Assets
$11,982,359
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,847
1.7%
Program Services $0
Investment Income $250,703
74.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $79,302
23.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,982,359
Total Liabilities $0
Net Assets $11,982,359
Compensation
Key Employees and Officers Compensation Related Other
Mr Charles E Amato (Chairman) $0 $0 $0
Mr Mark M Johnson (Vice Chairman) $0 $0 $0
Ms Lisa A Friel (Secretary/Treasurer) $0 $0 $0
Mr Carlos E Alvarez (Director) $0 $0 $0
Mr Michael S Ciskowski (Director) $0 $0 $0
Mr William R Klesse (Director) $0 $0 $0
Mr L Lowry Mays (Director) $0 $0 $0
Mr Lyndon R Herridge (Pres&Ceo(jul Mar)/Vicechair(apr June)) $0 $402,121 $41,974
Mr Christopher Martin (Pres (Oct Mar)/Pres&Ceo(apr June)) $0 $74,374 $8,593
Mr Edward H Guerra (Evp, Cfo) $0 $186,177 $39,127
Gen Edward Rice Jr Usafret (Srevp,Pcc(jul Dec)/Ecpcc Vc(jan Jun)) $0 $240,188 $21,150
Mg Margaret Poore (Evp, Pcc) $0 $201,518 $20,050
Mr Jeffrey Vance (Evp, Resource Development) $0 $205,299 $41,648
Ms Toni Van Buren (Svp, Strategic Initiatives, Pcc & Wu) $0 $190,126 $27,743
Mr Thomas Galvin (Svp, Leadership & Major Gifts) $0 $188,718 $46,312
Mr Donald A Specht (Svp, Grant Compliance) $0 $114,398 $21,364
Ms Mary Ellen Burns (Svp, Grant Implementation) $0 $154,940 $18,536
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Document Links

990
Filed on April 16, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,560,674
Expenses
$0
Net Income
$1,560,674
Net Assets
$11,316,415
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,465,000
93.9%
Program Services $0
Investment Income $138,747
8.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$43,073
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,316,415
Total Liabilities $0
Net Assets $11,316,415

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,961,997
Expenses
$0
Net Income
$3,961,997
Net Assets
$9,441,155
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,917,500
98.9%
Program Services $0
Investment Income $48,698
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$4,201
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,441,155
Total Liabilities $0
Net Assets $9,441,155

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,015,000
Expenses
$0
Net Income
$3,015,000
Net Assets
$5,114,980
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,015,000
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,114,980
Total Liabilities $0
Net Assets $5,114,980

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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