United Way of Williamson County: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- United Way of Williamson County (EIN 23-7396732)
- Tax period
- 2021-07-01 to 2021-12-31
- Filed
- 2023-05-01
- IRS object ID
- 202331219349301863
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-01T13:16:47-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742902112 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTEMAYOR BRITTON BENDER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2110 B Boca Raton Suite B 102 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237396732 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way of Williamson County | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5122556799 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 708 | AddressLine1Txt |
| City | Round Rock | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78680 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Smith | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2023-04-27 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | David | PersonFirstNm |
| Person Last | Smith | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stacy Britton | PreparerPersonNm |
| PTIN | P00054732 | PTIN |
| Phone | 5124420380 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David C Smith | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 708 | AddressLine1Txt |
| City | Round Rock | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $469,339 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.unitedway-wc.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | United Way of Williamson County strives to be the leader in bringing people and resources together to achieve measurable and sustainable improvements in the quality of life in our community. (continued in Schedule O) | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,230,342 | PYContributionsGrantsAmt |
| CY Contributions Grants | $468,248 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,821 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,091 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,243,163 | PYTotalRevenueAmt |
| CY Total Revenue | $469,339 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $370,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $450,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $362,567 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $132,369 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $49,404 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $160,331 | PYOtherExpensesAmt |
| CY Other Expenses | $92,973 | CYOtherExpensesAmt |
| PY Total Expenses | $892,898 | PYTotalExpensesAmt |
| CY Total Expenses | $675,342 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $350,265 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$206,003 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,686,301 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $139,689 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,546,612 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $0 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of United Way of Williamson County is to unite people and organizations throughout Williamson County in order to build stronger communities and improve lives. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $604,201 | ExpenseAmt |
| Grant | $450,000 | GrantAmt |
| Desc | More than a fundraiser, United Way of Williamson County works locally to change lives and create pathways for a better life for everyone who lives here. A multi-faceted approach, focused on lasting solutions, brings together the community to positively impact children, families and seniors. We are working to make it easier for everyone to have a good quality of life; a good education which is essential to getting a good job with health benefits, an income that can cover today's needs and save for tomorrow strengthens the financial stability of a family, and good health so children can succeed in school and adults at work. The first approach to this work involves providing financial support to partner programs that deliver measurable progress so that individuals and families can improve their quality of life. through a second approach, United Way of Williamson County engages other community partners (government, education, nonprofit businesses, individuals) in collaborative work aimed at removing obstacles and creating more pathways to a better life. Initial collaborative work has resulted in the creation and management of strategic programs that offer more free tax preparation, financial literacy classes, free books for economically disadvantaged preschoolers, and more adult mentors connected to at-risk students. | Desc |
| Total Program Service Expenses | $604,201 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | United Way of Williamson County | PersonNm |
| Phone | 5122556799 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 N IH 35 Suite 220 | AddressLine1Txt |
| City | Round Rock | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78664 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Jennifer Byrd | ||||||
| Chair | 2.4 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Jessica Pelache | ||||||
| Secretary | 2.4 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Isaac Diaz | ||||||
| Treasurer | 2.4 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Don Tracy | ||||||
| Board Member | 1.2 | Yes (X) | $0 | $0 | $0 | |
| Mark Brody | ||||||
| Board Member | 1.2 | Yes (X) | $0 | $0 | $0 | |
| Jim Howiz | ||||||
| Board Member | 1.2 | Yes (X) | $0 | $0 | $0 | |
| Stephanie Featherstone | ||||||
| Board Member | 1.2 | Yes (X) | $0 | $0 | $0 | |
| Mara Spak | ||||||
| Board Member | 1.2 | Yes (X) | $0 | $0 | $0 | |
| Henry Green | ||||||
| Board Member | 1.2 | Yes (X) | $0 | $0 | $0 | |
| Paul Phillips | ||||||
| Board Member | 1.2 | Yes (X) | $0 | $0 | $0 | |
| Isaac Turner | ||||||
| Board Member | 1.2 | Yes (X) | $0 | $0 | $0 | |
| Jay Fox | ||||||
| Board Member | 1.2 | Yes (X) | $0 | $0 | $0 | |
| Jodee O'Brien | ||||||
| CEO | 40 | Yes (X) | $81,522 | $0 | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $81,522 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,000 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $468,248 | AllOtherContributionsAmt |
| Total Contributions | $468,248 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,091 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,091 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $469,339 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,091 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450,000 | TotalAmt |
| Program Services | $450,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,522 | TotalAmt |
| Program Services | $54,674 | ProgramServicesAmt |
| Management And General | $9,421 | ManagementAndGeneralAmt |
| Fundraising | $20,427 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,685 | TotalAmt |
| Program Services | $13,238 | ProgramServicesAmt |
| Management And General | $2,276 | ManagementAndGeneralAmt |
| Fundraising | $5,171 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,134 | TotalAmt |
| Program Services | $2,005 | ProgramServicesAmt |
| Management And General | $345 | ManagementAndGeneralAmt |
| Fundraising | $784 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,074 | TotalAmt |
| Program Services | $9,708 | ProgramServicesAmt |
| Management And General | $1,644 | ManagementAndGeneralAmt |
| Fundraising | $4,722 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,954 | TotalAmt |
| Program Services | $5,090 | ProgramServicesAmt |
| Management And General | $875 | ManagementAndGeneralAmt |
| Fundraising | $1,989 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,341 | TotalAmt |
| Program Services | $13,018 | ProgramServicesAmt |
| Management And General | $2,238 | ManagementAndGeneralAmt |
| Fundraising | $5,085 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27 | TotalAmt |
| Program Services | $27 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,154 | TotalAmt |
| Program Services | $4,577 | ProgramServicesAmt |
| Management And General | $788 | ManagementAndGeneralAmt |
| Fundraising | $1,789 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,192 | TotalAmt |
| Program Services | $13,563 | ProgramServicesAmt |
| Management And General | $2,331 | ManagementAndGeneralAmt |
| Fundraising | $5,298 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26 | TotalAmt |
| Program Services | $16 | ProgramServicesAmt |
| Management And General | $3 | ManagementAndGeneralAmt |
| Fundraising | $7 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,090 | TotalAmt |
| Program Services | $1,090 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $513 | TotalAmt |
| Program Services | $329 | ProgramServicesAmt |
| Management And General | $56 | ManagementAndGeneralAmt |
| Fundraising | $128 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,586 | TotalAmt |
| Program Services | $2,295 | ProgramServicesAmt |
| Management And General | $394 | ManagementAndGeneralAmt |
| Fundraising | $897 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Dolly Parton Imagination Library | $25,420 | $25,420 | $0 | $0 |
| Membership and Subscriptions | $11,838 | $7,576 | $1,302 | $2,960 |
| JEM Nonprofit Capacity Building | $1,200 | $1,200 | $0 | $0 |
| Community Awareness | $586 | $375 | $64 | $147 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $675,342 | TotalAmt |
| Program Services | $604,201 | ProgramServicesAmt |
| Management And General | $21,737 | ManagementAndGeneralAmt |
| Fundraising | $49,404 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,590 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $885,806 | BOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,000 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $434,530 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,675 | BOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,686,301 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,327 | BOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,500 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,862 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,689 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,037,082 | BOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,546,612 | BOYAmt |
| EOY | $0 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,686,301 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$206,003 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$1,340,609 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
| Support Sum | $0 | SupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,008,585 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,036,325 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,049,660 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,230,342 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $468,248 | CurrentTaxYearAmt |
| Total | $4,793,160 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,008,585 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,036,325 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,049,660 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,230,342 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $468,248 | CurrentTaxYearAmt |
| Total | $4,793,160 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $814,260 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,978,900 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,346 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,053 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,154 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,821 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,091 | CurrentTaxYearAmt |
| Total | $45,465 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,838,625 | TotalSupportAmt |
| Public Support CY170 | 0.82230 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79200 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Adj Net Income Distributable | $0 | CYAdjNetIncomeDistributableAmt |
| CY Pct85 Adjusted Net Income | $0 | CYPct85AdjustedNetIncomeAmt |
| CY Total Min Ast Distributable | $0 | CYTotalMinAstDistributableAmt |
| CY Greater Adjusted Minimum | $0 | CYGreaterAdjustedMinimumAmt |
| CY Income Tax Imposed PY | $0 | CYIncomeTaxImposedPYAmt |
| CY Distributable As Adjusted | $0 | CYDistributableAsAdjustedAmt |
Distributions DistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Paid Accomplish Exempt Prps | $0 | CYPaidAccomplishExemptPrpsAmt |
| CY Pd In Excess Income Activity | $0 | CYPdInExcessIncomeActivityAmt |
| CY Administrative Expense Paid | $0 | CYAdministrativeExpensePaidAmt |
| Exempt Use Assets Acquis Paid | $0 | ExemptUseAssetsAcquisPaidAmt |
| Qualified Set Aside | $0 | QualifiedSetAsideAmt |
| CY Other Distributions | $0 | CYOtherDistributionsAmt |
| CY Total Annual Distributions | $0 | CYTotalAnnualDistributionsAmt |
| CY Distri Attentive Suprt Org | $0 | CYDistriAttentiveSuprtOrgAmt |
| CY Distributable As Adjusted | $0 | CYDistributableAsAdjustedAmt |
| CY Distribution Yr | 0 | CYDistributionYrRt |
Distribution Allocations DistributionAllocationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Distributable As Adjusted | $0 | CYDistributableAsAdjustedAmt |
| Underdistributions | $0 | UnderdistributionsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Cyov Applied Underdistri PY | $0 | CyovAppliedUnderdistriPYAmt |
| Cyov Applied Underdistr CPY | $0 | CyovAppliedUnderdistrCPYAmt |
| Carryover PY Not Applied | $0 | CarryoverPYNotAppliedAmt |
| Excess Distribution Cyov | $0 | ExcessDistributionCyovAmt |
| CY Total Annual Distributions | $0 | CYTotalAnnualDistributionsAmt |
| CY Distrib App Underdistri PY | $0 | CYDistribAppUnderdistriPYAmt |
| CY Distri App Distributable | $0 | CYDistriAppDistributableAmt |
| Excess Distribution | $0 | ExcessDistributionAmt |
| Remaining Underdistri PY | $0 | RemainingUnderdistriPYAmt |
| Remaining Underdistri CY | $0 | RemainingUnderdistriCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year5 | $0 | ExcessFromYear5Amt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Ending Balance | $0 | EndingBalanceAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| End Year Balance | $0 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| End Year Balance | $0 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| End Year Balance | $0 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| End Year Balance | $0 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| End Year Balance | $0 | EndYearBalanceAmt |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,064 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,877 | DepreciationAmt |
| Book Value | $187 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $187 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $0 | TotalBookValueSecuritiesAmt |
| Total Book Value Program Rltd | $0 | TotalBookValueProgramRltdAmt |
| Total Book Value Other Assets | $0 | TotalBookValueOtherAssetsAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AGE of Central Texas | |||||||
| 3710 Cedar St | Austin | TX | 78705 | 742431028 | 501c3 | $11,250 | Assistance for low-income seniors with dementia or Alzheimer's at an Adult Day Health Center in Round Rock, Texas |
| Breast Cancer Resource Center | |||||||
| 4807 Spicewood Springs Rd No1100 | Austin | TX | 78759 | 742743333 | 501c3 | $8,750 | Support for Navigation Support Specialist to assist Williamson County women and their families after a breast cancer diagnosis |
| Faith in Action Georgetown | |||||||
| PO Box 743 | Georgetown | TX | 78627 | 203414707 | 501c3 | $5,000 | To support the Keys to Independence program |
| Hope Alliance | |||||||
| 1011 Gattis School Road 110 | Round Rock | TX | 78664 | 742277114 | 501c3 | $15,000 | Assistance for victims of family and sexual violence in Williamson County to help rebuild their lives through counseling and resources. |
| Hutto Resource Center | |||||||
| PO Box 65 | Hutto | TX | 78634 | 463580653 | 501c3 | $5,000 | For emergency housing needs |
| Interagency Support Council | |||||||
| PO Box 5 | Taylor | TX | 76574 | 841636308 | 501c3 | $20,000 | Funding for school-based mental health services in East Williamson County with a special focus on Granger ISD |
| Literacy Council of Williamson County | |||||||
| 805 W University Ave | Georgetown | TX | 78626 | 742392855 | 501c3 | $5,000 | Adult Literacy Education |
| NAMI Central Texas | |||||||
| PO Box 302398 | Austin | TX | 78703 | 742374858 | 501c3 | $6,250 | To support the organization mental health work in central Texas. |
| Nineveh Ministries | |||||||
| 9809 Trails End Rd | Leander | TX | 78641 | 271601066 | 501c3 | $6,250 | To support their workforce development program |
| Opportunities for WBC | |||||||
| 604 High Tech Drive | Georgetown | TX | 78626 | 746075213 | 501c3 | $8,750 | Funding for Meals on Wheels delivery to 900 seniors and residents in Williamson County |
| Rock Ride On Center for Kids | |||||||
| PO Box 2422 | Georgetown | TX | 78627 | 742917659 | 501c3 | $6,250 | Funding provides access to health services for children and adults with disabilities. |
| Round Rock Area Serving Center | |||||||
| PO Box 5006 | Round Rock | TX | 78683 | 742454410 | 501c3 | $5,000 | Funding for the food pantry assistance program. |
| Sacred Heart Community Clinic | |||||||
| 620 Round Rock West Drive Bldg 8 | Round Rock | TX | 78681 | 272901548 | 501c3 | $11,250 | Grant provides funding for primary care services and Type-2 Diabetes management for uninsured adults |
| Samaritan Center for Counseling and Pastoral Care Inc | |||||||
| 8956 Research Blvd | Austin | TX | 78758 | 741832864 | 501c3 | $16,250 | Funding provides affordable mental health and wellness services to Williamson County residents |
| Samaritan Health Ministries | |||||||
| 700A West Whitestone Blvd | Cedar Park | TX | 78613 | 742570190 | 501c3 | $6,250 | Funding provided for the food pantry assistance program. |
| Senior Access | |||||||
| 2498 E Palm Valley Blvd | Round Rock | TX | 78665 | 742692484 | 501c3 | $5,000 | General program grant |
| Skillpoint Alliance | |||||||
| 8868 Research Blvd | Austin | TX | 78758 | 742704188 | 501c3 | $5,000 | To support gateway job training |
| Spirit Reins | |||||||
| PO Box 368 | Liberty Hill | TX | 78642 | 061692909 | 501c3 | $6,250 | Funding for trauma-informed mental health services to children and families affected by abuse, neglect and other Adverse Childhood Experiences (ACEs). |
| The Caring Place | |||||||
| PO Box 1215 | Georgetown | TX | 78627 | 742386902 | 501c3 | $5,000 | Funding provides support for the Bridges to Growth Parent Center |
| Williamson County Children's Advocacy Center | |||||||
| 211 Commerce Blvd No 101 | Round Rock | TX | 78664 | 742834639 | 501c3 | $5,000 | General program grant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 20 | Total501c3OrgCnt |
| Total Other Org | 20 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 2 Grant Funding: | FormAndLineReferenceDesc |
| Explanation | Organizations receiving funding through United Way of Williamson county investments grants undergo intensive pre-screening before being awarded funding. Such screening includes 1) an application process that includes explanation of the proposed use and results from use of the funding; 2) financial review of the organization to gain a level of assurance that the organization follows sound fiscal policies; 3)verification of compliance with the provisions of the patriot act; 4)verification of current status as an IRS code section 501(c)(3) non profit organization. Additionally, organizations receiving grant funding are required to provide quarterly progress reports that show how the funding has been utilized to date and the impact the funding is having in the community. A final report at the end of the year is required and verifies that all grant funding has been used for the purposes intended and the results are compared to the original application. Donor designations; organizations receiving donor designated contributions through United Way of Williamson county undergo a screening prior to the distribution of funds that includes; 1)verification of compliance with the provisions of the patriot act and 2)verification of current status as an IRS code section 501(c)(3)non profit organization. | ExplanationTxt |
Schedule N IRS990ScheduleN
Liquidation Of Assets Table LiquidationOfAssetsTableGrp
Liquidation Of Assets Detail LiquidationOfAssetsDetail (2 entries)
| Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDesc | DistributionDistributionDt | Fair Market Value Of AssetFairMarketValueOfAssetAmt | Method Of FMV DeterminationMethodOfFMVDeterminationTxt | EINEIN | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionTxt |
|---|---|---|---|---|---|---|---|---|---|
| United Way of Austin | |||||||||
| Cash and Cash Equivalents | 2022-12-31 | $1,181,769 | FMV | 741193439 | 5930 Middle Fiskville Rd 5th Floor | Austin | TX | 78752 | 501c3 |
| United Way of Austin | |||||||||
| Pledge Receivables | 2022-12-31 | $421,109 | FMV | 741193439 | 5930 Middle Fiskville Rd 5th Floor | Austin | TX | 78752 | 501c3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor | false | DirectorOfSuccessorInd |
| Employee Of Successor | false | EmployeeOfSuccessorInd |
| Owner Of Successor | false | OwnerOfSuccessorInd |
| Receive Compensation | false | ReceiveCompensationInd |
| Assets Distributed | false | AssetsDistributedInd |
| Required To Notify AG | false | RequiredToNotifyAGInd |
| Attorney General Notified | false | AttorneyGeneralNotifiedInd |
| Liabilities Paid | false | LiabilitiesPaidInd |
| Bonds Outstanding | false | BondsOutstandingInd |
| Bond Liabilities Discharged | false | BondLiabilitiesDischargedInd |
| Director Of Successor2 | false | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | false | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | false | OwnerOfSuccessor2Ind |
| Receive Compensation2 | false | ReceiveCompensation2Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part 1, Line 1 | We do this work through our strategic programs and partner agencies where we are working in the areas of education, financial stability, heath and basic needs to create lasting change in the lives of our children, families and seniors. |
| Part VI, Section B, Line 11b | Emailed to board of directors for review prior to submission |
| Part VI, Section B, Line 12c | Annually the staff and the board review the conflict of interest policy and sign a disclosure statement. The name of the ethics officer is posted at the organization and this information is emailed to the staff and board. |
| Part VI, Section B, Line 15 | The executive committee reviews a minimum of three salary surveys that compare local and national salaries for like positions prior to submitting their recommendation to the full board of directors for a vote |
| Part VI, Section C, Line 19 | The organization makes its governing documents conflict of interest policy and financial statements available to the public upon request as required by law. |
| Other | On December 14, 2021, UWATX entered into an Agreement and Plan of Merger to obtain control of UW Wilco by acquiring its assets and assuming its liabilities effective January 1, 2022. Wilco was a Texas nonprofit that shared a similar mission with UWATX. The business combination allows UWATX to better and more efficiently serve its regional community. No cash or other consideration was transferred by UWATX to Wilco as part of the transaction. The business combination was treated as an acquisition for accounting purposes and UWATX recognized an inherent contribution measured as the excess of assets acquired over liabilities assumes (at their carrying amounts immediately before the acquisition date). |
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