2024-07-12T08:03:11-05:00 2023-08-31 720398470 HEARD MCELROY & VESTAL LLC 2403 JUDSON ROAD LONGVIEW TX 75605 990 2022-09-01 750998908 GREATER LONGVIEW UNITED WAY INC GREA 9037580191 PO BOX 411 LONGVIEW TX 75606 EVAN DOLIVE EXECUTIVE DIRECTOR 9037580191 2024-07-10 1 EVAN DOLIVE 999009999 0 REBECCA VANNATTAN CPA P01781574 9037580734 2024-07-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z PO BOX 411 LONGVIEW TX 75606 1217434 0 X WWW.LONGVIEWUNITEDWAY.ORG X 2000 TX THE GREATER LONGVIEW UNITED WAY DISBURSES FUNDS TO HEALTH AND HUMAN SERVICE AGENCIES IN THE GREATER LONGVIEW AREA. ALL AGENCIES DETERMINE THEIR OWN BUDGETS AND MONITOR THEIR OWN EXPENSES. SEE ATTACHED LIST OF AGENCIES SERVED. THE GLUW ALSO FUNDS AND OPERATES THE INFOLINE OF GREGG COUNTY, FAMILYWIZE DISCOUNT PRESCRIPTION DRUG PROGRAM, THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM, WE ARE DEDICATED TO IMPROVING THE QUALITY OF LIFE IN OUR COMMUNITY. 22 22 3 0 0 0 1086071 1137167 0 0 -63127 51371 27308 28896 1050252 1217434 793622 804882 0 0 194945 170619 0 0 90981 230149 206701 1218716 1182202 -168464 35232 1173612 1444117 124131 359404 1049481 1084713 X THE GREATER LONGVIEW UNITED WAY DISBURSES FUNDS TO HEALTH AND HUMAN SERVICE AGENCIES IN THE GREATER LONGVIEW AREA. ALL AGENCIES DETERMINE THEIR OWN BUDGETS AND MONITOR THEIR OWN EXPENSES. SEE ATTACHED LIST OF AGENCIES SERVED. THE GLUW ALSO FUNDS AND OPERATES THE INFOLINE OF GREGG COUNTY, FAMILYWIZE DISCOUNT PRESCRIPTION DRUG PROGRAM, THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM, WE ARE DEDICATED TO IMPROVING THE QUALITY OF LIFE IN OUR COMMUNITY. 0 1 884861 804882 THE GREATER LONGVIEW UNITED WAY, INC. IS OPERATED FOR THE CHARITABLE PURPOSE OF SECURING AND DISBURSING FUNDS TO HEALTH AND HUMAN SERVICES AGENCIES IN THE GREATER LONGVIEW, TEXAS AREA. ALL FUNDS ARE DISBURSED DIRECTLY TO 501(C)(3) AGENCIES WHICH DETERMINE THEIR OWN BUDGETS AND MONITOR THEIR OWN EXPENSES. SEE ATTACHED LIST OF AGENCIES SERVED. 2957 VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM PROVIDES FREE FEDERAL INCOME TAX PREPARATION FOR LOW TO MODERATE INCOME LEVEL PERSONS IN THE GREATER LONGVIEW AREA. THE VITA PROGRAM WAS DISCONTINUED DURING THE 2022-2023 FISCAL YEAR. 31849 INFO LINE PROVIDES FREE CONFIDENTIAL INFORMATION AND REFERRALS TO OVER A HUNDRED LOCAL ORGANIZATIONS PROVIDING PROGRAMS TO MEET THE NEEDS OF THE COMMUNITY. 919667 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 3 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X EVAN DOLIVE 9037580191 310 SOUTH FREDONIA LONGVIEW TX 75601 SHALONDA ADAMS DIRECTOR 0.00 X 0 0 0 JAMIE BROGAN DIRECTOR 0.00 X 0 0 0 MICHAEL CLEMENTS DIRECTOR 0.00 X 0 0 0 DONALD DANIELS SR DIRECTOR 0.00 X 0 0 0 EVAN DOLIVE EXECUTIVE DIR. 40.00 X 80917 0 0 NIKKI DAVIS CAMPAIGN CO-CHAIR 0.00 X 0 0 0 HEATH HAMBERLIN TREASURER 0.00 X 0 0 0 CHRISTINA HOLLWARTH DIRECTOR 0.00 X 0 0 0 PAT O'BRIEN PRESIDENT 0.00 X X 0 0 0 DELCINE JOHNSON DIRECTOR 0.00 X 0 0 0 DIETRICH JOHNSON DIRECTOR 0.00 X 0 0 0 CHAD JONES DIRECTOR 0.00 X 0 0 0 MARY ANN HAGENBUCHER VP/SEC. 0.00 X X 0 0 0 PAULA LODEN DIRECTOR 0.00 X 0 0 0 JOEY MAPLES CAMPAIGN CHAIR 0.00 X 0 0 0 ROLIN MCPHEE DIRECTOR 0.00 X 0 0 0 MICHAEL PURIFOY DIRECTOR 0.00 X 0 0 0 DANA RUTLAND DIRECTOR 0.00 X 0 0 0 MARK ROBINSON DIRECTOR 0.00 X 0 0 0 ERIC RODRIGUEZ DIRECTOR 0.00 X 0 0 0 DEAN WASKOWIAK DIRECTOR 0.00 X 0 0 0 MICHAEL WOMACK DIRECTOR 0.00 X 0 0 0 80917 0 0 0 0 0 0 0 87961 1049206 5950 1137167 51371 51371 228 228 28668 0 28668 28668 1217434 0 0 80267 804882 804882 80917 80917 66801 34836 31965 10948 2037 7104 1807 11953 2386 7009 2558 37306 11235 20795 5276 4488 4488 13670 13670 771 38 714 19 722 2 651 69 8954 8954 23614 7759 12313 3542 FUNDRAISING 54217 38229 319 15669 COMMUNITY INITIATIVES 21037 8391 9936 2710 PAYMENTS FOR AFFILIATIO 11308 4087 5525 1696 CONTRACTED GRANT WRITER 10264 10264 20350 5785 2565 12000 1182202 919667 171554 90981 93183 210094 602603 632220 369365 492458 75 0 17867 27780 226991 145426 90519 81565 1173612 1444117 41009 226987 83122 132417 124131 359404 X 1049481 1084713 1049481 1084713 1173612 1444117 35232 0 X 0 1 X 1 0 X 1303762 1312892 1052804 1086071 1137164 5892693 1303762 1312892 1052804 1086071 1137164 5892693 5892693 20856 7781 63358 34858 80267 207120 6099813 0.96600 0.97530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12500 12500 92888 39352 53536 29103 22097 7006 92500 83977 8523 81565 1276613 59179 59179 1217434 0 1217434 1241381 59179 59179 1182202 0 1182202 PART XI, LINE 2D - OTHER ADJUSTMENTS: UNCOLLECTIBLE PLEDGES 59,179. PART XII, LINE 2D - OTHER ADJUSTMENTS: UNCOLLECTIBLE PLEDGES 59,179. 0 BOAT RACE 9275 9275 BBQ 1675 1675 10950 10950 10950 GREATER LONGVIEW UNITED WAY INC 310 SOUTH FREDONIA LONGVIEW TX 75606 1 BOY SCOUTS 1331 EAST FIFTH STREET TYLER TX 75701 750808767 34000 0 ASSIST YOUNG MEN TO DEVELOP LEADERS BOYS AND GIRLS CLUB PO BOX 2426 LONGVIEW TX 75606 752695031 50000 0 DEVELOP CHARACTER AND LEADERSHIP SEE SAW CHILDREN'S CENTER 1601 WEST FAIRMONT LONGVIEW TX 75604 352397883 60000 0 PROVIDE AFTER SCHOOL DAYCARE EAST TEXAS CHILD ADVOCATES PO BOX 3839 LONGVIEW TX 75606 752417151 49663 0 CHILD LEGAL REPRESENTATION EAST TEXAS COUNCIL ON ALCOHOL 708 GLENCREST LONGVIEW TX 75601 756048629 106566 0 ASSIST IND IN ACHIEVING SOBRIETY EAST TEXAS LITERACY CO PO BOX 311 LONGVIEW TX 75606 752199235 34000 0 ASSIST IND IN LITERACY SKILLS GED FAMILY PROMISE OF LONGVIEW 700 NORTH EDITH LONGVIEW TX 75601 331041342 23000 0 ASSIST FAMILIES THAT ARE HOMELESS GIRL SCOUTS 9126 US HIGHWAY 271 TYLER TX 75708 751101571 20000 0 PARTICIPATE IN VARIOUS COM PROJECTS LONGVIEW COMMUNITY MINISTRIES PO BOX 1023 LONGVIEW TX 75606 752043348 148837 0 RX, RENTAL, UTILITY AND FOOD ASSIST NE TEXAS HABITAT FOR HUMANITY PO BOX 2551 LONGVIEW TX 75606 752040756 46000 0 CONSTRUCTION OF AFFORDABLE HOMES PARENTING RESOURCE CENTER PO BOX 2683 LONGVIEW TX 75606 752672249 22500 0 CONDUCT PARENTING ED CLASSES SALVATION ARMY PO BOX 3909 LONGVIEW TX 75606 580660607 17000 0 BASIC NEEDS FOOD, CLOTHS, SHELTER WOMEN'S CENTER OF EAST TEXAS PO BOX 347 LONGVIEW TX 75606 751659423 30000 0 ASSIST IN DOM VIOLENCE & ABUSE FRIENDS OF PARTNERS PREVENT PO BOX 1952 LONGVIEW TX 75606 354598715 32500 0 PREVENTIVE ISSUES TWELVE WAY FOUNDATION 3901 ELYSIAN FIELDS FOAD MARSHALL TX 75672 412131469 18000 0 HEALTH PREVENTION MARTIN HOUSE 606 WEST GARFIELD LONGVIEW TX 75602 264773954 22000 0 FORENSIC ABUSE AMERICAN RED CROSS PO BOX 7096 LONGVIEW TX 75607 530196605 22000 0 HEALTH AND SAFETY PATHSTONE COUNSELING CENTER 610 EAST LOOP 281 LONGVIEW TX 75605 392057942 12000 0 LOW COST PROFESSIONAL COUNSELING FREDONIA WOMEN'S AND CHILDREN 107 WOODBINE PLACE LONGVIEW TX 75601 751724017 16000 0 HEALTH AND WELLNESS LONGVIEW CHILD DEVELOPMENT 1230 S HIGH ST LONGVIEW TX 75602 752263986 40000 0 LOW COST CHILD CARE 14 6 PART I, LINE 2: AN EXTENSIVE APPLICATION PROCESS INCLUDING OUTCOME MEASURES AND PROGRAM INFORMATION IS CONDUCTED EVERY YEAR. A REVIEW OF OUTCOMES IS REQUIRED EVERY SIX MONTHS. THE INITIAL APPLICATION AND REVIEWS ARE CONDUCTED BY A PANEL OF LOCAL VOLUNTEERS. A REPRESENTATIVE OF THE AGENCY IS REQUIRED TO PRESENT THE APPLICATION AT THE INTITIAL INTERVIEW AND DURING REVIEWS (IF REQUESTED BY PANEL). QUARTERLY FINANCIAL STATEMENTS, THE ANNUAL AUDIT AND THE IRS FORM 990 MUST BE PRESENTED TO THE GLUW AS THEY BECOME AVAILABLE. FAILURE TO COMPLY MAY RESULT IN DELAY AND OR FORFEITURE OF GRANT FUNDS. FORM 990, PART III, LINE 3 IN JUNE 2022, OUR FINANCE DIRECTOR AND VOLUNTEER INCOME TAX ASSISTANCE (VITA) SITE COORDINATOR, LEFT GREATER LONGVIEW UNITED WAY AFTER 17 YEARS OF DEDICATED SERVICE. SINCE THEN WE HAVE BEEN SEARCHING FOR A REPLACEMENT SITE COORDINATOR FOR OUR VITA SITE. AFTER EXPLORING MANY DIFFERENT OPTIONS, WE WERE UNABLE TO FIND A CANDIDATE TO BE OUR SITE COORDINATOR. THEREFORE, THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS OF GREATER LONGVIEW UNITED WAY MET AND DECIDED THAT WE WILL NOT HAVE VITA. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - DIRECTORS REVIEW FORM 990 FOR COMPLETENESS AND FOR ULTIMATE FILING FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO REVIEW AND ATTEST TO THE CONFLICT OF INTEREST POLICIES ON AN ANNUAL BASIS. MEMBERS WITH A CONFLICT ARE REQUIRED TO EXCUSE THEMSELVES FROM VOTING ON MATTERS IN WHICH THEY HAVE A CONFLICT. STAFF MEMBERS ARE ALSO REQUIRED TO REVIEW AND ATTEST TO THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT OF THE BOARD OF DIRECTORS REVIEWED THE UNITED WAY WORLDWIDE SALARY REPORT, THE CHRONICLE OF PHILANTHROPHY'S MEDIAN PAY FOR NONPROFIT EXECUTIVES AND THE NONPROFIT TIMES CEO COMPENSATION STUDY. HE PRESENTED HER RECOMENDATION TO THE EXECUTIVE COMMITTEE. THE VOTE IS RECORDED IN THE MINUTES OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 ANNUAL REPORT AND IRS FORM 990 ARE AVAILABLE TO THE PUBLIC AT WWW.LONGVIEWUNITEDWAY.ORG ACTIVITIES 1. IN JUNE 2022, OUR FINANCE DIRECTOR AND VOLUNTEER INCOME TAX ASSISTANCE (VITA) SITE COORDINATOR, LEFT GREATER LONGVIEW UNITED WAY AFTER 17 YEARS OF DEDICATED SERVICE. SINCE THEN WE HAVE BEEN SEARCHING FOR A REPLACEMENT SITE COORDINATOR FOR OUR VITA SITE. AFTER EXPLORING MANY DIFFERENT OPTIONS, WE WERE UNABLE TO FIND A CANDIDATE TO BE OUR SITE COORDINATOR. THEREFORE, THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS OF GREATER LONGVIEW UNITED WAY MET AND DECIDED THAT WE WILL NOT HAVE VITA. 2. A TOTAL OF $1,038,357 WAS RAISED IN THE 2022-2023 FUNDRAISING CAMPAIGN TO HELP FUND PROGRAMS AND GREATER LONGVIEW UNITED WAY INITIATIVES. 3. OVERHEAD CALCULATION: EFFECTIVE JANUARY 1, 2009, THE "FUNCTIONAL EXPENSES AND OVERHEAD REPORTING STANDARDS FOR UNITED WAY (REVISED 2004)" DOCUMENT GUIDANCE FOR CALCULATING THE OVERHEAD RATE IS SUPERSEDED BY THE NEW FORMULA (BELOW) DUE TO THE CHANGE IN FORMAT OF THE FORMS. THE NEW STANDARD FORMULA FOR CALCULATING THE OVERHEAD RATIO AMOUNG UNITED WALYS IS AS FOLLOWS: CORE FORM, PART IX, LINE 25 COLUMN C (M&G EXP.) + COLUMN D (FUNDRAISING EXPENSE) ------------------------------------------------------------------------ ------- CORE FORM, PART VIII, LINE 12, COLUMN A (TOTAL REVENUE) REPORT APPROVAL SECTION VI B 12: ALL BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO REVIEW AND SIGN THE AGENCY CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. GLUW PURPOSE THE GREATER LONGVIEW UNITED WAY IS A COMMUNITY PROBLEM SOLVER DEDICATED TO ACHIEVING POSITIVE LASTING CHANGE. WE DO THIS BY MEETING THE NEEDS OF OUR COMMUNITY AND PROVIDING FUNDS TO LOCAL IMPACT PARTNERS AS PART OF A MULTIYEAR PLACE FOCUSED ON ACHIVING OUTCOMES IN EDUCATION, INCOME AND HEALTH. THESE AREAS HAVE BEEN DETERMINED TO BE ESSENTIAL IN IMPROVING THE QULAITY OF LIFE IN OUT COMMUNITY. MISSION: IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITY. VISION: ACHIEVING POSITIVE LASTING CHANGE BY MEETING THE COMMUNITY NEEDS OF THE GREATER LONGVIEW AREA.