Nonprofit · EIN 74-1207552
UNITED WAY OF THE COASTAL BEND INC
Tax-exempt · CORP CHRISTI, TX 78411
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,436,897 | $7,249,174 | $187,723 | $8,604,289 | $1,777,878 | $6,826,411 |
| June 30, 2024 | 990 | $6,649,762 | $7,301,808 | -$652,046 | $8,492,928 | $1,764,244 | $6,728,684 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $7,153,106
- of which government grants
- $2,423,547
- Program service revenue
- $147,430
- Investment income
- $105,467
- Net rental income
- $24,000
- Net income from fundraising events
- -$18,778
- Other revenue
- $30,894
Expenses
- Grants and similar amounts paid
- $3,461,754
- Compensation of officers, directors and key employees
- $228,906
- Salaries, compensation and benefits (total)
- $2,013,571
- Professional fundraising fees
- $0
- Accounting fees
- $34,500
- Occupancy
- $81,005
- Travel
- $52,278
- Depreciation
- $71,191
- Program services (functional)
- $6,316,616
- Management and general (functional)
- $490,928
- Fundraising (functional)
- $441,630
Balance sheet and other
- Total assets, start of year
- $8,492,928
- Total assets, end of year
- $8,604,289
- Total liabilities, end of year
- $1,777,878
- Net assets, end of year
- $6,826,411
- Land, buildings and equipment
- $2,239,220
- Net assets without donor restrictions
- $4,884,088
- Net assets with donor restrictions
- $1,942,323
- Gross receipts
- $7,480,375
- Employees
- 28
- Volunteers
- 1,254
- Year formed
- 1960
- 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 | Other / benefits |
|---|---|---|---|---|
| Stephanie Jordan | President and CEO Officer, Key employee, Highest-paid employee | 34 | $142,233 | $20,213 |
| Robert L McCarty | Chief Financial Officer Officer, Key employee | 34 | $111,895 | $18,806 |
| Kent A Britton | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| JD Egbert | Chair Trustee or director, Officer | 10 | $0 | $0 |
| Paul B Fritsch | Director Trustee or director | 1 | $0 | $0 |
| Gabriel Guerra | Director Trustee or director | 1 | $0 | $0 |
| Catherine Tobin Hilliard | Past chair Trustee or director, Officer | 1 | $0 | $0 |
| Mitra Khan | Director Trustee or director, Institutional trustee | 1 | $0 | $0 |
| Trina Cecilia Martinez | Director Trustee or director | 1 | $0 | $0 |
| John W Owen | Director Trustee or director | 1 | $0 | $0 |
| Chaz M Pavliska | Director Trustee or director | 1 | $0 | $0 |
| Mark Reyes | Director Trustee or director | 1 | $0 | $0 |
| Robert A Rocha | Director Trustee or director | 1 | $0 | $0 |
| Erik P Simpson | Director Trustee or director | 1 | $0 | $0 |
| Judith Talavera | Director Trustee or director | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Javier Wiley | Director Trustee or director | 1 | $0 |
| Alicia Matus | Chair elect Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Elizabeth D Averyt | President and CEO Trustee or director, Officer, Key employee, Highest-paid employee, Former | 40 | $144,101 | $25,458 |
| Robert L McCarty | Chief Financial Officer Officer, Key employee | 40 | $101,932 | $19,072 |
| Stephanie Jordan | President and CEO Trustee or director, Officer, Key employee, Highest-paid employee | 40 | $95,419 | $7,495 |
| Kent A Britton | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| JD Egbert | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Paul B Fritsch | Director Trustee or director | 1 | $0 | $0 |
| Gabriel Guerra | Director Trustee or director | 1 | $0 | $0 |
| Catherine Tobin Hilliard | Past chair Trustee or director, Officer | 1 | $0 | $0 |
| Mitra Khan | Director Trustee or director | 1 | $0 | $0 |
| Trina Cecilia Martinez | Director Trustee or director | 1 | $0 | $0 |
| John W Owen | Director Trustee or director | 1 | $0 | $0 |
| Chaz M Pavliska | Director Trustee or director | 1 | $0 | $0 |
| Mark Reyes | Director Trustee or director | 1 | $0 | $0 |
| Robert A Rocha | Director Trustee or director | 1 | $0 | $0 |
| Erik P Simpson | Director Trustee or director | 1 | $0 | $0 |
| Judith Talavera | Director Trustee or director | 1 | $0 | $0 |
| Javier Wiley | Director Trustee or director | 1 | $0 | $0 |
| Alicia Matus | Chair elect Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4659 EVERHART RD, CORP CHRISTI, TX 78411-2741
- Principal officer (990 for 2024)
- Stephanie Jordan, 4659 Everhart Road, Corpus Christi, TX 78411
- Signed the 990
- Stephanie Jordan, President and CEO
- Phone
- (361) 882-2529
- Website
- uwcb.org
Mission
The mission of United Way of the Coastal Bend, Inc. is to improve lives by mobilizing the caring power of community.
Program accomplishments
- EDUCATION: 2,591 children participated in programs designed for positive educational outcomes in critical areas of UWCB investment. 93.18% of children 0-5 in UWCB funded programs were developmentally ready to enter school; 86.87% of students in grades K-3 in UWCB funded programs maintained at least a C average in reading; 90.97% of students in grades 4-6 in UWCB funded programs performed at grade level in math and reading; 79.78% of youth in UWCB funded programs reported increased decision-making, leadership, social/emotional connections, or communication skillsExpenses $2,446,342 · grants $639,365 · revenue $1,260,756
- FINANCIAL STABILITY: 33,640 people participated in programs which meet basic needs while increasing employability leading to self sufficiency; 94.60% of individuals and families in UWCB funded programs were connected to support services that reduce barriers to achieving financial stability; 71.65% of individuals in UWCB funded programs completed job training and were placed into jobs; 100% of individuals in UWCB funded programs completed financial education classes and demonstrated financial capability; 100% of individuals seeking income tax assistance through UWCB Volunteer Income Tax Assistance received the tax preparation assistance they soughtExpenses $1,557,736 · grants $346,289 · revenue $71,790
- HEALTH: 41,135people participated in programs designed for positive health outcomes in the critical areas of UWCB investment. 89.07% of individuals in UWCB funded programs received physical or mental health care; 100% of victims of violence or crime participating in UWCB funded programs reported increased safety or assistance; 85.46% of youth participating in UWCB funded programs reported increased knowledge of nutrition and healthy activities; 87.72% of participants in UWCB funded programs reported decreased unhealthy behaviors such as alcohol and chemical dependencyExpenses $2,312,538 · grants $782,820 · revenue $1,033,383
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
- 74-1207552
- 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
- 1953
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $8,604,289
- Income (IRS master file)
- $7,480,375
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,436,897 | $7,249,174 | $8,604,289 | XML |
| 990 | June 2024 | $6,649,762 | $7,301,808 | $8,492,928 | IRS |
| 990 | June 2023 | $6,589,326 | $6,072,181 | $8,115,260 | IRS |
| 990 | June 2022 | $6,731,389 | $5,909,857 | $7,813,987 | 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 74-1207552).
Questions about UNITED WAY OF THE COASTAL BEND INC
- What is the EIN of UNITED WAY OF THE COASTAL BEND INC?
- The employer identification number (EIN) of UNITED WAY OF THE COASTAL BEND INC is 74-1207552.
- Is UNITED WAY OF THE COASTAL BEND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
- Are donations to UNITED WAY OF THE COASTAL BEND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF THE COASTAL BEND 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 THE COASTAL BEND 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 THE COASTAL BEND 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 THE COASTAL BEND INC?
- The 990 for the year ended June 30, 2025 names Stephanie Jordan.
- Who are the officers and directors of UNITED WAY OF THE COASTAL BEND INC?
- The 990 for the year ended June 30, 2025 lists 17 people; 2 received compensation from the organization, the highest $142,233 (Stephanie Jordan, President and CEO).
- How much revenue does UNITED WAY OF THE COASTAL BEND INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,436,897, expenses of $7,249,174 and total assets of $8,604,289 at year end.
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All nonprofits in CORP CHRISTI · Texas · Philanthropy, voluntarism and grantmaking foundations