2023-09-26T14:49:03-05:00 2023-03-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2022-04-01 741167964 United Way of Greater Houston UNIT 7136852300 50 Waugh Drive Houston TX 770075813 Jaideep Hebbar VP & CSFO 7136852300 2023-09-26 1 Jaideep Hebbar 999009999 0 Barbara Murphy P01386215 7134395739 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Amanda McMillian 50 Waugh Drive Houston TX 770075813 66586653 0 X www.unitedwayhouston.org X 1922 TX See Schedule O We work together to improve lives, build a stronger community, and create meaningful opportunities for people to prosper. 51 51 207 7000 0 0 61358826 61540572 2170513 620094 514844 382645 -11606 -93370 64032577 62449941 65034887 36593309 0 0 15720804 15446916 159000 162000 6191282 9546157 9700663 90460848 61902888 -26428271 547053 90238589 87814609 40658786 39510757 49579803 48303852 X United Way works together to improve lives, build a stronger community, and create meaningful opportunities for people to prosper. 0 0 40654782 34252501 218478 See Schedule OCreating Opportunities for People to Prosper - Together we work to create opportunities for individuals and families to thrive and to achieve what every family wants: a pathway to self-sufficiency and a sustainable quality of life. This work and our investments are focused on ALICE (Asset Limited, Income Constrained, Employed). ALICE represents those who are working but struggle to afford the basic necessities of housing, food, childcare, health care, and transportation. Guided by research and data, United Way focuses on and invests in high-quality programs aimed at serving ALICE and those living below the Federal Poverty Level, a group which collectively makes up 47% of the population in the Greater Houston Area. Last year, through the various programs of this initiative, United Way assisted the following groups in the Greater Houston Area: - More than 700,000 individuals received help rebuilding their lives after crises through basic needs assistance, mental health services, housing and emergency shelter, domestic violence services, substance abuse services and assistance with needs such as transportation and life skills.- Families and neighborhoods received help becoming self-sufficient and strong through job skills and career readiness, financial coaching and literacy courses, credit-building, parenting classes, family counseling, health care and basic needs assistance through the United Way THRIVE collaborative which gives families the tools, resources, and support to achieve financial stability.- Young people received help building a foundation for future success through early childhood education, out-of-school enrichment, mentors, summer grants, and other academic, parent, and family engagement support through our United Way Bright Beginnings, Out 2 Learn, MATH programs, and partnerships.- Seniors remained strong and independent through help with daily living, nutritious meals, home visits and care, social interaction and a citywide support network and advocacy for senior issues. 9061251 1057200 401616 See Schedule OCommunity Outreach services/programs: 2-1-1 Texas/United Way HELPLINE - In 2022, the 2-1-1 Texas/United Way HELPLINE celebrated 20 years of operations and connected 1.2 million of our neighbors with help, hope, and critical resources, though live chat, text, and chatbot services. With 20 years of experience, new partnerships, and more ways than ever to connect, 211 is proud to be one our community's most valuable resources. The 2-1-1 Texas/United Way HELPLINE operates 24/7, 365 days per year, and is a free and confidential service staffed by trained specialists who speak a variety of languages and find real answers for callers as they work the largest helpline of its kind in the country with one of the most comprehensive social services databases in the state. United Way Centers - United Way Centers across our 4-county region increase access to and availability of health and human services in our community. At these centers, located in the Bay Area of Harris County, Fort Bend County, Montgomery County, and Waller County, community members can access 37 agencies providing 58 programs. At each center, clients can access services like financial and employment coaching, physical and behavioral health care, basic needs assistance, immigration assistance, and senior and youth programs.United Way Nonprofit Connection - United Way believes that a strong nonprofit sector is essential to a strong community. Nonprofit Connection continues to be Houston's primary resource for nonprofit management and leadership development, providing leadership development, consulting, training and technical assistance, all designed to increase organizational effectiveness. United Way does this through its Power Tools for Nonprofits conference, its Emerging Leadership Institute, its Board Fair, its Project Blueprint program and other leadership programs. In 2022, the Power Tools event drew more than 700 people for sessions such as sustaining the viability of nonprofits in tough economic climates and increasing staff and volunteer morale, productivity, and creativity, including a track on diversity, equity, and inclusion. In 2022, Project Blueprint celebrated its 35th year. This class prepares emerging and current leaders in our multicultural community for leadership on nonprofit and public sector boards. In addition to our nonprofit and corporate partners, United Way of Greater Houston partners with a variety of organizations that enhance and enrich the work we do and help strengthen our United Way network and our community.The Community Resource Center Facility space, located at our 50 Waugh Drive building, is made available at no/low cost to nonprofits and community organizations. 1322755 1283608 See Schedule ODisaster Preparedness and Recovery - In times of disaster, United Way of Greater Houston provides critical information and resources to invest in immediate relief and to lead long-term recovery efforts. Year-round, we plan, prepare, and work to help our neighbors and our community be better positioned when disaster strikes. In April 2022, United Way of Greater Houston partnered with OneStar to bring the annual Houston Nonprofit Disaster Summit to the entire Lone Star State. Year-round, United Way of Greater Houston leads and convenes Long-Term Recovery Committees representing each county in our service area: Fort Bend Recovers, Harris County Long-Term Recovery Committee, MC Cares, and Waller County Recovery Committee. The funds raised for disaster and long-term preparedness are not considered campaign revenue and are not commingled with any other revenue or any other internal or external fund. 51038788 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 30 0 1 207 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 51 51 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Jaideep Hebbar VP & CSFO 7136852300 50 Waugh Drive Houston TX 770075813 Willie Chiang Chair 2.00 0.00 X X 0 0 0 Amy Chronis Secretary 2.00 0.00 X X 0 0 0 Dorothy Ables Trustee 2.00 0.00 X 0 0 0 Esi Akinosho Trustee 2.00 0.00 X 0 0 0 David Baker Trustee 2.00 0.00 X 0 0 0 Steve Bergstrom Trustee 2.00 0.00 X 0 0 0 Marc Boom Trustee 2.00 0.00 X 0 0 0 David L Callender Trustee 2.00 0.00 X 0 0 0 Antonio Tony Canales Trustee 2.00 0.00 X 0 0 0 Chris Champion Trustee 2.00 0.00 X 0 0 0 Cynthia Colbert Trustee 2.00 0.00 X 0 0 0 Lesia Crumpton-Young Trustee 2.00 0.00 X 0 0 0 Paula DesRoches Trustee 2.00 0.00 X 0 0 0 Daniel Cardinal DiNardo Trustee 2.00 0.00 X 0 0 0 Leslie Duke Trustee 2.00 0.00 X 0 0 0 Tina Faraca Trustee 2.00 0.00 X 0 0 0 Clint Follette Trustee 2.00 0.00 X 0 0 0 Jesse Gelsomini Trustee 2.00 0.00 X 0 0 0 Marty Goossen Trustee 2.00 0.00 X 0 0 0 Mary Beth Gracy Trustee 2.00 0.00 X 0 0 0 Scott Hallam Trustee 2.00 0.00 X 0 0 0 Cynthia Hansen Trustee 2.00 0.00 X 0 0 0 John Johnson Trustee 2.00 0.00 X 0 0 0 Sandy Johnson Trustee 2.00 0.00 X 0 0 0 Daniel Kalms Trustee 2.00 0.00 X 0 0 0 Ryan Lance Trustee 2.00 0.00 X 0 0 0 Rabbi David Lyon Trustee 2.00 0.00 X 0 0 0 Liam Mallon Trustee 2.00 0.00 X 0 0 0 Nataly Marks Trustee 2.00 0.00 X 0 0 0 Ralph Martinez Trustee 2.00 0.00 X 0 0 0 Lilyanne McClean Trustee 2.00 0.00 X 0 0 0 Wayne McConnell Trustee 2.00 0.00 X 0 0 0 Nancy A Meyer Trustee 2.00 0.00 X 0 0 0 Desrye Morgan Trustee 2.00 0.00 X 0 0 0 Ron Oran Trustee 2.00 0.00 X 0 0 0 Armando Perez Trustee 2.00 0.00 X 0 0 0 Tandra Perkins Trustee 2.00 0.00 X 0 0 0 Doug Pferdehirt Trustee 2.00 0.00 X 0 0 0 Dianne Ralston Trustee 2.00 0.00 X 0 0 0 Tracie J Renfroe Trustee 2.00 0.00 X 0 0 0 Jamey Rootes Trustee 2.00 0.00 X 0 0 0 Joe Rovig Trustee 2.00 0.00 X 0 0 0 Becky Rush Trustee 2.00 0.00 X 0 0 0 Steve Stephens Trustee 2.00 0.00 X 0 0 0 Eric Tanzberger Trustee 2.00 0.00 X 0 0 0 Christi Thoms-Knox Trustee 2.00 0.00 X 0 0 0 Sam Tucker Trustee 2.00 0.00 X 0 0 0 Marc Watts Trustee 2.00 0.00 X 0 0 0 Donna Sims Wilson Trustee 2.00 0.00 X 0 0 0 Don Woo Trustee 2.00 0.00 X 0 0 0 Melissa Young Trustee 2.00 0.00 X 0 0 0 Amanda McMillian President & CEO 50.00 0.00 X 394355 0 50884 Jaideep Hebbar VP & CSFO 50.00 0.00 X 234025 0 29620 Wendy M Johnson VP, HR & Chief Admin. Officer 50.00 0.00 X 189416 0 15740 Margaret M Oser VP, Mission & Strategy 50.00 0.00 X 193879 0 23923 Angel Harris VP & Chief Adv. Officer 50.00 0.00 X 283891 0 26199 Mary Vazquez VP, Community Outreach 50.00 0.00 X 179007 0 44563 Veronica Hagerty AVP, Community Relations 50.00 0.00 X 150808 0 23097 Jeffrey Nash AVP, Innovation & Data Mgt 50.00 0.00 X 152704 0 40469 Barbara L Walker AVP, Donor Relations 50.00 0.00 X 184208 0 27816 Virginia Breaux AVP, Acctg & Campaign Processing 50.00 0.00 X 153786 0 24516 Deborah Span-Bailey AVP, Donor Relations 50.00 0.00 X 139756 0 22773 2255835 0 329600 18 0 1 0 Patient Care Intervention Center 3701 Kirby Dr Suite 1133 Houston TX 77098 Consulting 711686 GardaWorld Security Services 13333 NW Freeway Houston TX 77040 Security 312841 Boston Children's Hospital 300 Longwood Avenue Boston MA 02115 Evaluation services 273333 LHH Recruitment Solutions 3900 Essex Ln Houston TX 77027 Employment services 228476 Deutser LLC 5847 San Felipe St Ste 2500 Houston TX 77057 Consulting 197159 15 48628317 299884 2967568 9644803 1234612 61540572 Support services 561000 322847 322847 Referral services/other 561000 218478 218478 MAP registration 561000 78769 78769 620094 533786 533786 3842338 3993479 -151141 -151141 -151141 49863 299884 143233 -93370 -93370 62449941 620094 0 289275 35348557 35348557 1244752 1244752 1665502 919155 332880 413467 10722785 5917675 2143132 2661978 790803 436426 158056 196321 1408550 777348 281523 349679 859276 474216 171741 213319 1543 855 688 72378 72378 162000 162000 39832 39832 2861421 1741445 555725 564251 388390 194195 194195 556238 261982 154984 139272 1024494 610232 78303 335959 2047086 1683242 157800 206044 110988 42102 46308 22578 454175 123720 39452 291003 690628 401257 149948 139423 1354063 830853 223014 300196 72353 20545 50495 1313 Dues & subscriptions 27074 10231 16559 284 61902888 51038788 4672818 6191282 10195086 13476194 28027576 25535021 28602 43859 29200 29039 181421 455381 48003550 19668164 29000052 28335386 22589830 17186748 186822 2752981 90238589 87814609 1821572 2220748 37935233 33316084 901981 1296623 0 2677302 40658786 39510757 X 45095653 41723358 4484150 6580494 49579803 48303852 90238589 87814609 547053 -1823004 0 X 0 1 X 1 1 1 X 67684814 68255334 89960688 61358826 61540572 348800234 67684814 68255334 89960688 61358826 61540572 348800234 4334976 344465258 1290408 878635 419203 495299 533786 3617331 352417565 12909594 0.97740 0.98700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 61863056 61863056 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 0 1 X 13800 6840220 6854020 31302504 10865816 20436688 9847026 8802348 1044678 28335386 Lease liability 2677302 2677302 61912612 -1823004 1182274 -640730 62553342 39832 -143233 -103401 62449941 63188563 1182274 1182274 62006289 39832 -143233 -103401 61902888 Part IV, Line 2b: Each year, United Way facilitates workplace campaigns with numerous national and multi-national corporations whose employees are located throughout the United States. Some of these employees designate their gifts to United Way organizations (and affiliated agencies) outside of the Houston area. These gifts are not recorded as revenue, rather, a liability is created and funds are distributed to those other United Way entities as received. Part XI, Line 4b - Other Adjustments: Special event expenses -143,233. Part XII, Line 4b - Other Adjustments: Special event expenses -143,233. X X X X X X 1 Dini Spheris 2727 Allen Pkwy 1650 Houston TX 77019 Campaign consulting services 0 5726225 162000 5564225 5726225 162000 5564225 TX Women Who Rock 226288 176822 49466 71775 Rappel for a Reason 123459 123062 397 71458 349747 299884 49863 143233 143233 -93370 1 Alliance for Multicultural Community Services 6440 Hillcroft Ste 411 Houston TX 77081 760171217 501(c)(3) 365734 0 Financial Stability Alliance for Multicultural Community Services 6440 Hillcroft Ste 411 Houston TX 77081 760171217 501(c)(3) 19998 0 Early childhood and youth education Alliance for Multicultural Community Services 6440 Hillcroft Ste 411 Houston TX 77081 760171217 501(c)(3) 29990 0 Health care Alliance for Multicultural Community Services 6440 Hillcroft Ste 411 Houston TX 77081 760171217 501(c)(3) 127266 0 Escape from Violence Alliance for Multicultural Community Services 6440 Hillcroft Ste 411 Houston TX 77081 760171217 501(c)(3) 200000 0 Navigation Alliance for Multicultural Community Services 6440 Hillcroft Ste 411 Houston TX 77081 760171217 501(c)(3) 30000 0 Strategic Opportunity Alliance of Community Assistance Ministries (ACAM) 710 N Post Oak Rd 210 Houston TX 77024 275410988 501(c)(3) 75000 0 Strategic Opportunity Alpha Academy #2 7722 Van Ness Houston TX 77037 920193188 N/A 7090 0 Early childhood and youth education Angel Reach Inc 206A South Loop 336W 203 Conroe TX 77304 205665097 501(c)(3) 221826 0 Financial Stability AVANCE-Houston Inc 4281 Dacoma Houston TX 77092 911780562 501(c)(3) 88710 0 Financial Stability AVANCE-Houston Inc 4281 Dacoma Houston TX 77092 911780562 501(c)(3) 294909 0 Early childhood and youth education AVDA (Aid to Victims of Domestic Abuse) 1001 Texas Ave Ste 600 Houston TX 77002 742141981 501(c)(3) 181814 0 Escape from Violence AVDA (Aid to Victims of Domestic Abuse) 1001 Texas Ave Ste 600 Houston TX 77002 742141981 501(c)(3) 7000 0 Basic Needs Avenue Community Development Corporation 3517 Irvington Blvd Ste 300 Houston TX 77009 760380602 501(c)(3) 100000 0 Early childhood and youth education Avondale House 3737 OMeara Dr Houston TX 77025 741865489 501(c)(3) 100000 0 Financial Stability BakerRipley PO Box 271389 Houston TX 77277 237062976 501(c)(3) 1471941 0 Financial Stability BakerRipley PO Box 271389 Houston TX 77277 237062976 501(c)(3) 238504 0 Basic Needs BakerRipley PO Box 271389 Houston TX 77277 237062976 501(c)(3) 200000 0 Navigation BakerRipley PO Box 271389 Houston TX 77277 237062976 501(c)(3) 30000 0 Strategic Opportunity BakerRipley PO Box 271389 Houston TX 77277 237062976 501(c)(3) 250000 0 Disaster relief Bay Area Council on Drugs & Alcohol dba BACODA 2947 E Broadway Ste 400 Pearland TX 77581 741842507 501(c)(3) 100000 0 Health care Bay Area Turning Point Inc PO Box 890929 Houston TX 77289 760353058 501(c)(3) 176477 0 Escape from Violence Bay Area Turning Point Inc PO Box 890929 Houston TX 77289 760353058 501(c)(3) 15000 0 Basic Needs Big Brothers Big Sisters Lone Star 1003 Washington Ave Houston TX 77002 750800632 501(c)(3) 701951 0 Early childhood and youth education Boy Scouts of America - Sam Houston Area Council PO Box 924528 Houston TX 77292 760239833 501(c)(3) 500000 0 Strategic Opportunity Boys and Girls Clubs of Greater Houston Inc 815 Crosby St Houston TX 77019 760270942 501(c)(3) 706257 0 Early childhood and youth education Bread of Life Inc 2019 Crawford St Houston TX 77002 760386510 501(c)(3) 75000 0 Health care Capital Good Fund 333 Smith St Providence RI 02908 800348382 501(c)(3) 175000 0 Financial Stability Career and Recovery Resources Inc 2525 San Jacinto Houston TX 77002 741161942 501(c)(3) 300000 0 Financial Stability Career and Recovery Resources Inc 2525 San Jacinto Houston TX 77002 741161942 501(c)(3) 200000 0 Health care Catholic Charities of the Archdiocese of Galveston-Houston PO Box 66508 Houston TX 77266 741109733 501(c)(3) 175000 0 Financial Stability Catholic Charities of the Archdiocese of Galveston-Houston PO Box 66508 Houston TX 77266 741109733 501(c)(3) 220000 0 Health care Catholic Charities of the Archdiocese of Galveston-Houston PO Box 66508 Houston TX 77266 741109733 501(c)(3) 10000 0 Escape from Violence Catholic Charities of the Archdiocese of Galveston-Houston PO Box 66508 Houston TX 77266 741109733 501(c)(3) 400000 0 Basic Needs Catholic Charities of the Archdiocese of Galveston-Houston PO Box 66508 Houston TX 77266 741109733 501(c)(3) 200000 0 Navigation Catholic Charities of the Archdiocese of Galveston-Houston PO Box 66508 Houston TX 77266 741109733 501(c)(3) 30000 0 Strategic Opportunity Center for Hearing and Speech 1417 Houston Ave Houston TX 77007 746003178 501(c)(3) 55000 0 Early childhood and youth education Center for Hearing and Speech 1417 Houston Ave Houston TX 77007 746003178 501(c)(3) 89088 0 Health care Children's Assessment Center Foundation 2500 Bolsover Houston TX 77005 760458780 501(c)(3) 135722 0 Health care Chinese Community Center Inc 9800 Town Park Dr Houston TX 77036 760067885 501(c)(3) 168000 0 Financial Stability Chinese Community Center Inc 9800 Town Park Dr Houston TX 77036 760067885 501(c)(3) 100000 0 Early childhood and youth education Chinese Community Center Inc 9800 Town Park Dr Houston TX 77036 760067885 501(c)(3) 67500 0 Health care Chinese Community Center Inc 9800 Town Park Dr Houston TX 77036 760067885 501(c)(3) 50000 0 Strategic Opportunity Chinese Community Center Inc 9800 Town Park Dr Houston TX 77036 760067885 501(c)(3) 7500 0 Early childhood and youth education Coalition for the Homeless 600 Jefferson St Ste 2050 Houston TX 77002 760257018 501(c)(3) 275000 0 Strategic Opportunity CollegeCommunityCareer 15 Sovereign Circle Richmond TX 77469 460623034 501(c)(3) 50000 0 Early childhood and youth education Communities In Schools of Houston Inc 1235 N Loop W Houston TX 77008 262053733 501(c)(3) 240500 0 Basic Needs Communities In Schools of Houston Inc 1235 N Loop W Houston TX 77008 262053733 501(c)(3) 120000 0 Early childhood and youth education Community Assistance Center 1022 McCall Ave Conroe TX 77301 760000798 501(c)(3) 42000 0 Financial Stability Community Assistance Center 1022 McCall Ave Conroe TX 77301 760000798 501(c)(3) 228611 0 Basic Needs Community Family Centers Inc 7524 Avenue E Houston TX 77012 741691632 501(c)(3) 250000 0 Basic Needs Covenant Community Capital PO Box 15398 Houston TX 77220 760573676 501(c)(3) 289844 0 Financial Stability Covenant House Texas 1111 Lovett Blvd Houston TX 77006 760050882 501(c)(3) 39000 0 Financial Stability Covenant House Texas 1111 Lovett Blvd Houston TX 77006 760050882 501(c)(3) 167000 0 Health care Covenant House Texas 1111 Lovett Blvd Houston TX 77006 760050882 501(c)(3) 25000 0 Basic Needs Cy-Hope Inc 12715 Telge Rd Cypress TX 77429 452346150 501(c)(3) 205050 0 Early childhood and youth education Cy-Hope Inc 12715 Telge Rd Cypress TX 77429 452346150 501(c)(3) 28350 0 Basic Needs Easter Seals of Greater Houston 4888 Loop Central Dr Ste 200 Houston TX 77081 741238418 501(c)(3) 300000 0 Financial Stability Easter Seals of Greater Houston 4888 Loop Central Dr Ste 200 Houston TX 77081 741238418 501(c)(3) 145000 0 Early childhood and youth education Easter Seals of Greater Houston 4888 Loop Central Dr Ste 200 Houston TX 77081 741238418 501(c)(3) 185000 0 Health care Easter Seals of Greater Houston 4888 Loop Central Dr Ste 200 Houston TX 77081 741238418 501(c)(3) 40000 0 Basic Needs Easter Seals of Greater Houston 4888 Loop Central Dr Ste 200 Houston TX 77081 741238418 501(c)(3) 100000 0 Navigation Easter Seals of Greater Houston 4888 Loop Central Dr Ste 200 Houston TX 77081 741238418 501(c)(3) 15000 0 Strategic Opportunity ECHOS-Epiphany Community Health Outreach Services 9600 South Gessner Bldg E Houston TX 77071 760645238 501(c)(3) 100000 0 Basic Needs Evelyn Rubenstein Jewish Community Center 5601 South Braeswood Houston TX 77096 741198298 501(c)(3) 100000 0 Basic Needs Family Service Center at Houston and Harris County 4625 Lillian St Houston TX 77007 741152613 501(c)(3) 90000 0 Basic Needs Family Service Center at Houston and Harris County 4625 Lillian St Houston TX 77007 741152613 501(c)(3) 618034 0 Financial Stability Family Service Center at Houston and Harris County 4625 Lillian St Houston TX 77007 741152613 501(c)(3) 512510 0 Health care Family Ties Family Resource Services PO Box 175 Waller TX 77484 208560835 501(c)(3) 121375 0 Financial Stability Family Ties Family Resource Services PO Box 175 Waller TX 77484 208560835 501(c)(3) 23625 0 Escape from Violence Family Ties Family Resource Services PO Box 175 Waller TX 77484 208560835 501(c)(3) 116094 0 Basic Needs Focusing Families PO Box 1053 Hempstead TX 77445 760631349 501(c)(3) 10000 0 Financial Stability Focusing Families PO Box 1053 Hempstead TX 77445 760631349 501(c)(3) 25000 0 Escape from Violence Fort Bend County Women's Center Inc PO Box 183 Richmond TX 77406 760032451 501(c)(3) 56249 0 Financial Stability Fort Bend County Women's Center Inc PO Box 183 Richmond TX 77406 760032451 501(c)(3) 56192 0 Early childhood and youth education Fort Bend County Women's Center Inc PO Box 183 Richmond TX 77406 760032451 501(c)(3) 28189 0 Health care Fort Bend County Women's Center Inc PO Box 183 Richmond TX 77406 760032451 501(c)(3) 22478 0 Escape from Violence Fort Bend County Women's Center Inc PO Box 183 Richmond TX 77406 760032451 501(c)(3) 39983 0 Basic Needs Fort Bend Family Health Center Inc dba AccessHealth 400 Austin St Richmond TX 77469 741951476 501(c)(3) 384022 0 Health care Fort Bend Family Health Center Inc dba AccessHealth 400 Austin St Richmond TX 77469 741951476 501(c)(3) 75000 0 Basic Needs Fort Bend Family Health Center Inc dba AccessHealth 400 Austin St Richmond TX 77469 741951476 501(c)(3) 100000 0 Navigation Fort Bend Family Health Center Inc dba AccessHealth 400 Austin St Richmond TX 77469 741951476 501(c)(3) 15000 0 Strategic Opportunity Fort Bend Regional Council on Substance Abuse Inc 10435 Greenbough Dr 250 Stafford TX 77477 741873333 501(c)(3) 110000 0 Health care Fort Bend Seniors Meals on Wheels PO Box 1488 Rosenberg TX 77471 741918313 501(c)(3) 246486 0 Basic Needs GENAustin PO Box 3122 Austin TX 78764 742837732 501(c)(3) 134416 0 Early childhood and youth education Girl Scouts of San Jacinto Council 3110 Southwest Freeway Houston TX 77098 746001254 501(c)(3) 591376 0 Early childhood and youth education Girls Inc 2190 North Loop W Ste 10 Houston TX 77018 760483812 501(c)(3) 165000 0 Early childhood and youth education Goodwill Industries 1140 West Loop North Fwy Houston TX 77055 741285095 501(c)(3) 401122 0 Financial Stability Greater Houston Community Foundation 515 Post Oak Blvd 1000 Houston TX 77027 237160400 501(c)(3) 1008608 0 Disaster relief Greater Houston Partnership Inc 701 Avenida de las Americas Ste 900 Houston TX 77010 760267896 501(c)(6) 150000 0 Funds for Upskill Houston Harris County Domestic Violence Coordinating Council 2990 Richmond Ave Ste 550 Houston TX 77098 760533828 501(c)(3) 50000 0 Strategic Opportunity H-GAC Corporation for Regional Excellence PO Box 2277 Houston TX 77227 562380180 501(c)(3) 200000 0 Strategic Opportunity Hope and Healing Center & Institute 717 Sage Rd Houston TX 77056 453305276 501(c)(3) 100000 0 Strategic Opportunity Hope Disaster Recovery 12715 Telge Rd Cypress TX 77429 825013278 501(c)(3) 100000 0 Basic Needs Hope Disaster Recovery 12715 Telge Rd Cypress TX 77429 825013278 501(c)(3) 100000 0 Navigation Hope Disaster Recovery 12715 Telge Rd Cypress TX 77429 825013278 501(c)(3) 15000 0 Strategic Opportunity Houston Area Community Services dba Avenue 360 Health and Wellness 150 West 18th St Ste 300 Houston TX 77008 760549240 501(c)(3) 150000 0 Health care Houston Area Urban League Inc 1301 Texas Ave Houston TX 77002 741611455 501(c)(3) 359135 0 Financial Stability Houston Area Urban League Inc 1301 Texas Ave Houston TX 77002 741611455 501(c)(3) 125000 0 Early childhood and youth education Houston Area Women's Center 1010 Waugh Dr Houston TX 77019 742029166 501(c)(3) 160000 0 Financial Stability Houston Area Women's Center 1010 Waugh Dr Houston TX 77019 742029166 501(c)(3) 65000 0 Health care Houston Area Women's Center 1010 Waugh Dr Houston TX 77019 742029166 501(c)(3) 186000 0 Escape from Violence Houston Area Women's Center 1010 Waugh Dr Houston TX 77019 742029166 501(c)(3) 122013 0 Basic Needs Houston Texans Foundation Two NRG Park Houston TX 77054 010572814 501(c)(3) 11625 0 Early childhood and youth education Houston's Capital Investing in Development & Employment of Adults Inc 2101 Crawford St 211 Houston TX 77002 472462360 501(c)(3) 112250 0 Financial Stability Humble Area Assistance Ministries 1302 First St E Humble TX 77338 760298820 501(c)(3) 129853 0 Financial Stability Humble Area Assistance Ministries 1302 First St E Humble TX 77338 760298820 501(c)(3) 55341 0 Health care Humble Area Assistance Ministries 1302 First St E Humble TX 77338 760298820 501(c)(3) 128937 0 Basic Needs Humble Area Assistance Ministries 1302 First St E Humble TX 77338 760298820 501(c)(3) 100000 0 Navigation Humble Area Assistance Ministries 1302 First St E Humble TX 77338 760298820 501(c)(3) 15000 0 Strategic Opportunity HYPE Freedom School Inc 1801 Brighton Brook Ln Pearland TX 77581 465133254 501(c)(3) 45000 0 Early childhood and youth education Interfaith Caring Ministries Inc 151 Park Ave League City TX 77573 760143694 501(c)(3) 200000 0 Basic Needs Interfaith Ministries for Greater Houston 3303 Main St Houston TX 77002 741488102 501(c)(3) 437127 0 Escape from Violence Interfaith Ministries for Greater Houston 3303 Main St Houston TX 77002 741488102 501(c)(3) 491440 0 Basic Needs Jewish Family Service 4131 South Braeswood Blvd Houston TX 77025 741152607 501(c)(3) 168783 0 Financial Stability Jewish Family Service 4131 South Braeswood Blvd Houston TX 77025 741152607 501(c)(3) 39950 0 Early childhood and youth education Jewish Family Service 4131 South Braeswood Blvd Houston TX 77025 741152607 501(c)(3) 250047 0 Health care Jewish Family Service 4131 South Braeswood Blvd Houston TX 77025 741152607 501(c)(3) 150000 0 Basic Needs Katy Christian Ministries PO Box 986 Katy TX 77492 760157123 501(c)(3) 200000 0 Financial Stability Katy Christian Ministries PO Box 986 Katy TX 77492 760157123 501(c)(3) 25000 0 Early childhood and youth education Katy Christian Ministries PO Box 986 Katy TX 77492 760157123 501(c)(3) 34413 0 Escape from Violence Katy Christian Ministries PO Box 986 Katy TX 77492 760157123 501(c)(3) 100000 0 Basic Needs Kinder Institute for Urban Research Rice University 6500 Main St 1020 Houston TX 77030 741109620 501(c)(3) 25000 0 Strategic Opportunity Legacy Community Health Services Inc PO Box 66308 Houston TX 77266 760009637 501(c)(3) 163000 0 Health care Local Infant Formula for Emergencies 2002 S Wayside Dr Ste 113 Houston TX 77023 760296548 501(c)(3) 97441 0 Basic Needs Local Initiatives Support Corporation 1111 North Loop W Ste 740 Houston TX 77008 133030229 501(c)(3) 175000 0 Strategic Opportunity Meals on Wheels Montgomery Country 1202 Callahan Ave Conroe TX 77301 237310650 501(c)(3) 100000 0 Basic Needs Memorial Assistance Ministries 1625 Blalock Rd Houston TX 77080 760044172 501(c)(3) 400000 0 Financial Stability Memorial Assistance Ministries 1625 Blalock Rd Houston TX 77080 760044172 501(c)(3) 57045 0 Health care Memorial Assistance Ministries 1625 Blalock Rd Houston TX 77080 760044172 501(c)(3) 221499 0 Basic Needs Memorial Assistance Ministries 1625 Blalock Rd Houston TX 77080 760044172 501(c)(3) 100000 0 Navigation Memorial Assistance Ministries 1625 Blalock Rd Houston TX 77080 760044172 501(c)(3) 15000 0 Strategic Opportunity Mental Health America of Greater Houston Inc 2211 Norfolk Ste 810 Houston TX 77098 741272394 501(c)(3) 175000 0 Strategic Opportunity Montgomery County Women's Center 1401 Airport Rd Conroe TX 77301 760061208 501(c)(3) 8400 0 Financial Stability Montgomery County Women's Center 1401 Airport Rd Conroe TX 77301 760061208 501(c)(3) 24877 0 Health care Montgomery County Women's Center 1401 Airport Rd Conroe TX 77301 760061208 501(c)(3) 191000 0 Escape from Violence Montgomery County Women's Center 1401 Airport Rd Conroe TX 77301 760061208 501(c)(3) 40000 0 Basic Needs Multicultural Education and Counseling Through the Arts (MECA) 1900 Kane St Houston TX 77007 742044904 501(c)(3) 100000 0 Early childhood and youth education Multicultural Education and Counseling Through the Arts (MECA) 1900 Kane St Houston TX 77007 742044904 501(c)(3) 7500 0 Early childhood and youth education My Brother's Keeper Outreach Center PO Box 722385 Houston TX 77272 201966843 501(c)(3) 20000 0 Financial Stability My Brother's Keeper Outreach Center PO Box 722385 Houston TX 77272 201966843 501(c)(3) 64800 0 Basic Needs Neighbors in Action Inc 1320 Main St Houston TX 77002 201279113 501(c)(3) 65000 0 Basic Needs Nestquest Houston Inc 1907 Sabine St Ste 121 Houston TX 77007 815310771 501(c)(3) 75000 0 Basic Needs Network of Behavioral Health Providers 9401 Southwest Freeway Houston TX 77074 753220882 501(c)(3) 100000 0 Strategic Opportunity New Caney New Horizons PO Box 711 New Caney TX 77357 760377281 501(c)(3) 50000 0 Financial Stability Northwest Assistance Ministries 15555 Kuykendahl Houston TX 77090 760088702 501(c)(3) 125000 0 Financial Stability Northwest Assistance Ministries 15555 Kuykendahl Houston TX 77090 760088702 501(c)(3) 150000 0 Health care Northwest Assistance Ministries 15555 Kuykendahl Houston TX 77090 760088702 501(c)(3) 278501 0 Basic Needs Northwest Assistance Ministries 15555 Kuykendahl Houston TX 77090 760088702 501(c)(3) 100000 0 Navigation Northwest Assistance Ministries 15555 Kuykendahl Houston TX 77090 760088702 501(c)(3) 15000 0 Strategic Opportunity On The Road Lending 1500 North Loop 12 Irving TX 75061 383910893 501(c)(3) 100000 0 Financial Stability Partnership for the Advancement & Immersion of Refugees 3300 Chimney Rock Ste 105 Houston TX 77056 753239990 501(c)(3) 75000 0 Early childhood and youth education Prevent Blindness Texas 2180 North Loop W Houston TX 77018 746075105 501(c)(3) 75000 0 Health care Primrose School of College Station 1021 Arrington Rd College Station TX 77845 811594789 N/A 6709 0 Early childhood and youth education Prison Entrepreneurship Program Inc PO Box 2767 Houston TX 77252 201384253 501(c)(3) 120000 0 Financial Stability Prison Entrepreneurship Program Inc PO Box 2767 Houston TX 77252 201384253 501(c)(3) 82176 0 Basic Needs San Jose Clinic PO Box 2808 Houston TX 77252 760373703 501(c)(3) 450000 0 Health care Santa Maria Hostel Inc 2605 Parker Rd Houston TX 77093 741669131 501(c)(3) 356403 0 Health care Santa Maria Hostel Inc 2605 Parker Rd Houston TX 77093 741669131 501(c)(3) 190000 0 Basic Needs Say Yes to Youth Montgomery County Youth Services 105 W Lewis St Conroe TX 77301 742035878 501(c)(3) 100000 0 Health care SEARCH Homeless Services 2505 Fannin Houston TX 77002 760260403 501(c)(3) 80000 0 Early childhood and youth education SEARCH Homeless Services 2505 Fannin Houston TX 77002 760260403 501(c)(3) 164355 0 Basic Needs Second Mile Mission Center 1135 Highway 90A Missouri City TX 77489 810556112 501(c)(3) 100000 0 Financial Stability Second Mile Mission Center 1135 Highway 90A Missouri City TX 77489 810556112 501(c)(3) 170000 0 Basic Needs SER-Jobs for Progress 1710 Telephone Rd Houston TX 77023 741590387 501(c)(3) 514140 0 Financial Stability Sojourn Landing dba The Landing 9894 Bissonnet St 605 Houston TX 77036 474507618 501(c)(3) 35872 0 Financial Stability Sojourn Landing dba The Landing 9894 Bissonnet St 605 Houston TX 77036 474507618 501(c)(3) 46365 0 Escape from Violence Sojourn Landing dba The Landing 9894 Bissonnet St 605 Houston TX 77036 474507618 501(c)(3) 20460 0 Basic Needs Southeast Area Ministries 2102 Houston Blvd South Houston TX 77587 760238315 501(c)(3) 30000 0 Basic Needs Spring Branch Community Health Center 800 W Sam Houston Pkwy S Ste 200 Houston TX 77042 300198705 501(c)(3) 250000 0 Health care Target Hunger 2814 Quitman Houston TX 77026 311548849 501(c)(3) 250000 0 Basic Needs Target Hunger 2814 Quitman Houston TX 77026 311548849 501(c)(3) 100000 0 Navigation Target Hunger 2814 Quitman Houston TX 77026 311548849 501(c)(3) 15000 0 Strategic Opportunity The Bridge Over Troubled Waters PO Box 3488 Pasadena TX 77501 741989590 501(c)(3) 44737 0 Financial Stability The Bridge Over Troubled Waters PO Box 3488 Pasadena TX 77501 741989590 501(c)(3) 24545 0 Early childhood and youth education The Bridge Over Troubled Waters PO Box 3488 Pasadena TX 77501 741989590 501(c)(3) 846 0 Health care The Bridge Over Troubled Waters PO Box 3488 Pasadena TX 77501 741989590 501(c)(3) 93858 0 Escape from Violence The Bridge Over Troubled Waters PO Box 3488 Pasadena TX 77501 741989590 501(c)(3) 145094 0 Basic Needs The Center for Pursuit PO Box 130564 Houston TX 77219 741272417 501(c)(3) 160828 0 Financial Stability The Children's Museum of Houston 1500 Binz Houston TX 77004 742178563 501(c)(3) 293985 0 Early childhood and youth education The Council on Recovery PO Box 2768 Houston TX 77252 760252103 501(c)(3) 325419 0 Health care The Council on Recovery PO Box 2768 Houston TX 77252 760252103 501(c)(3) 200000 0 Navigation The Council on Recovery PO Box 2768 Houston TX 77252 760252103 501(c)(3) 30000 0 Strategic Opportunity The Montgomery County Children's Advocacy Center dba Children's Safe Harbor 1519 Oddfellow St Conroe TX 77301 760388402 501(c)(3) 77084 0 Health care The Montgomery County Children's Advocacy Center dba Children's Safe Harbor 1519 Oddfellow St Conroe TX 77301 760388402 501(c)(3) 52083 0 Escape from Violence The Montrose Center 401 Branard 2nd Fl Houston TX 77006 742050245 501(c)(3) 151000 0 Financial Stability The Montrose Center 401 Branard 2nd Fl Houston TX 77006 742050245 501(c)(3) 25000 0 Health care The Montrose Center 401 Branard 2nd Fl Houston TX 77006 742050245 501(c)(3) 251000 0 Basic Needs The Montrose Center 401 Branard 2nd Fl Houston TX 77006 742050245 501(c)(3) 100000 0 Navigation The Montrose Center 401 Branard 2nd Fl Houston TX 77006 742050245 501(c)(3) 15000 0 Strategic Opportunity The Salvation Army Greater Houston Area Command 1500 Austin Houston TX 77002 580660607 501(c)(3) 124044 0 Financial Stability The Salvation Army Greater Houston Area Command 1500 Austin Houston TX 77002 580660607 501(c)(3) 81600 0 Early childhood and youth education The Salvation Army Greater Houston Area Command 1500 Austin Houston TX 77002 580660607 501(c)(3) 17500 0 Escape from Violence The Salvation Army Greater Houston Area Command 1500 Austin Houston TX 77002 580660607 501(c)(3) 326250 0 Basic Needs The Salvation Army Greater Houston Area Command 1500 Austin Houston TX 77002 580660607 501(c)(3) 200000 0 Navigation The Salvation Army Greater Houston Area Command 1500 Austin Houston TX 77002 580660607 501(c)(3) 30000 0 Strategic Opportunity The Women's Home 607 Westheimer Houston TX 77006 741467811 501(c)(3) 88711 0 Financial Stability The Women's Home 607 Westheimer Houston TX 77006 741467811 501(c)(3) 100000 0 Health care The Women's Home 607 Westheimer Houston TX 77006 741467811 501(c)(3) 200000 0 Basic Needs The Women's Resource 730 N Post Oak Rd 204 Houston TX 77024 760318261 501(c)(3) 123390 0 Financial Stability The WorkFaith Connection 4555 Dacoma Ste 200 Houston TX 77092 204295703 501(c)(3) 256342 0 Financial Stability US Dream Academy Inc 3919 Ward St Houston TX 77021 593514841 501(c)(3) 7500 0 Early childhood and youth education United Against Human Trafficking 6671 Southwest Freeway Ste 220 Houston TX 77074 261103492 501(c)(3) 30000 0 Financial Stability United Against Human Trafficking 6671 Southwest Freeway Ste 220 Houston TX 77074 261103492 501(c)(3) 193637 0 Escape from Violence United Against Human Trafficking 6671 Southwest Freeway Ste 220 Houston TX 77074 261103492 501(c)(3) 12560 0 Basic Needs United Way Worldwide 701 N Fairfax St Alexandria VA 22314 131635294 501(c)(3) 25000 0 Disaster relief University of Houston Foundation 4543 Post Oak Place Ste 250 Houston TX 77027 746041411 501(c)(3) 75000 0 Health care Urban Enrichment Institute 4014 Market Ste W145 Houston TX 77020 760485778 501(c)(3) 225000 0 Early childhood and youth education Volunteers of America Texas Inc 4808 Yale St Houston TX 77018 750827469 501(c)(3) 450000 0 Financial Stability Volunteers of America Texas Inc 4808 Yale St Houston TX 77018 750827469 501(c)(3) 125622 0 Health care Volunteers of America Texas Inc 4808 Yale St Houston TX 77018 750827469 501(c)(3) 54525 0 Basic Needs Volunteers of America Texas Inc 4808 Yale St Houston TX 77018 750827469 501(c)(3) 100000 0 Navigation Volunteers of America Texas Inc 4808 Yale St Houston TX 77018 750827469 501(c)(3) 15000 0 Strategic Opportunity Wesley Community Center Inc 1410 Lee St Houston TX 77009 741132578 501(c)(3) 200000 0 Financial Stability Wesley Community Center Inc 1410 Lee St Houston TX 77009 741132578 501(c)(3) 150000 0 Early childhood and youth education Wesley Community Center Inc 1410 Lee St Houston TX 77009 741132578 501(c)(3) 25000 0 Health care Wesley Community Center Inc 1410 Lee St Houston TX 77009 741132578 501(c)(3) 50000 0 Basic Needs Wesley Community Center Inc 1410 Lee St Houston TX 77009 741132578 501(c)(3) 100000 0 Navigation Wesley Community Center Inc 1410 Lee St Houston TX 77009 741132578 501(c)(3) 15000 0 Strategic Opportunity West Houston Assistance Ministries Inc 10501 Meadowglen Ln Houston TX 77042 760001309 501(c)(3) 52500 0 Financial Stability West Houston Assistance Ministries Inc 10501 Meadowglen Ln Houston TX 77042 760001309 501(c)(3) 320000 0 Basic Needs West Houston Assistance Ministries Inc 10501 Meadowglen Ln Houston TX 77042 760001309 501(c)(3) 50000 0 Strategic Opportunity Woodlands Religious Community dba Interfaith of the Woodlands 4242 Interfaith Way The Woodlands TX 77381 741804123 501(c)(3) 100000 0 Basic Needs Writers in the Schools 1414 Sul Ross St Houston TX 77006 760338549 501(c)(3) 75000 0 Early childhood and youth education YMCA of the Greater Houston Area 2600 North Loop W Ste 300 Houston TX 77092 741109737 501(c)(3) 1500234 0 Early childhood and youth education YMCA of the Greater Houston Area 2600 North Loop W Ste 300 Houston TX 77092 741109737 501(c)(3) 50000 0 Basic Needs YMCA of the Greater Houston Area 2600 North Loop W Ste 300 Houston TX 77092 741109737 501(c)(3) 20000 0 Early childhood and youth education 108 3 Utilities assistance 7048 1057200 Cost Utilities assistance Food assistance 500 24010 Cost Grocery gift cards Technology 293 70999 Cost Laptops, computers Transportation 2074 92543 Cost Transportation gift cards Part I, Line 2: United Way of Greater Houston (United Way) and the organizations in which it invests are committed to improving the lives of people in our community experiencing ALICE and below. Organizations in which the United Way invests must meet standards and adhere to the policies established by the United Way. The written standards and policies require agencies to submit financial, governance and program information for regular review by United Way volunteers and staff. Organizational Review - The purpose of this process is to ensure that United Way's funded partners are administratively and financially secure and in compliance with United Way's Standards and Policies. Volunteers and staff analyze each agency's financial and governance information and follow up with the agency regarding any financial or non-financial concerns. Volunteers and staff may make recommendations for improvement, and serious concerns are shared with the Community Impact Committee. United Way staff also assist agencies with understanding each requirement and provide training when necessary. The organizational review requirements from United Way funded agencies align with the Governance and Oversight Standard and Financial and Fiscal Management Standards in the Funded Partner Standards and Policies. To be eligible for new or continued funding, partners must meet these requirements. Funded partners were selected through the Single Investment Framework process that ensures donor gifts are invested responsibly. At the discretion of United Way, there may be a minimum or maximum amount of funding that an agency can be awarded through the Single Investment Process. United Way expects awards made through the Single Investment Framework to be for a three-year period. Funding recommendations are based on a detailed, competitive application process, encompassing both an organizational (financial and governance) and application review. United Way staff and volunteers develop regional program investment recommendations which are submitted to the Community Impact Committee and then to the United Way Board of Trustees for review and approval. Report Deadlines: United Way of Greater Houston requires programs to report data quarterly to demonstrate the benefit to and impact of their programs to clients. All funded partners undergo regular review through United Way's reporting and evaluaiton processes. The reporting period is April 1, 2022 - March 31, 2023. Review and Monitoring: All funded programs are monitored on an ongoing basis by United Way staff and volunteers. This may include special requests for information during the United Way annual community campaign, in connection with special events, during disasters or at other times. Corrective Action: United Way has written procedures for performance and noncompliance which establish progressive penalties including detailed written warnings, suspension and cessation based on standard and/or policy infractions. X X X 0 0 0 0 0 0 0 1 0 Amanda McMillian President & CEO 308533 0 75000 0 10822 0 23279 0 27605 0 445239 0 0 0 Angel Harris VP & Chief Adv. Officer 244208 0 30000 0 9683 0 24710 0 1489 0 310090 0 0 0 Jaideep Hebbar VP & CSFO 220433 0 5000 0 8592 0 19699 0 9921 0 263645 0 0 0 Mary Vazquez VP, Community Outreach 144363 0 25000 0 9644 0 16928 0 27635 0 223570 0 0 0 Margaret M Oser VP, Mission & Strategy 159897 0 25000 0 8982 0 14019 0 9904 0 217802 0 0 0 Barbara L Walker AVP, Donor Relations 174759 0 0 0 9449 0 13413 0 14403 0 212024 0 0 0 Wendy M Johnson VP, HR & Chief Admin. Officer 157910 0 20000 0 11506 0 14867 0 873 0 205156 0 0 0 Jeffrey Nash AVP, Innovation & Data Mgt 152379 0 0 0 325 0 15107 0 25362 0 193173 0 0 0 Virginia Breaux AVP, Acctg & Campaign Processing 143702 0 9574 0 510 0 13713 0 10803 0 178302 0 0 0 Veronica Hagerty AVP, Community Relations 144313 0 6495 0 0 0 13566 0 9531 0 173905 0 0 0 Deborah Span-Bailey AVP, Donor Relations 130592 0 8600 0 564 0 12912 0 9861 0 162529 0 0 0 Part I, Line 7 The Executive Compensation Committee approved performance-based bonuses during the year. X 62 1234612 NYSE 0 1 0 Form 990, Part VI, Section A, line 1a The purpose of the Executive Committee is to act on behalf of the Board of Trustees in all matters with the exception of adopting an operational budget, filling Board vacancies, removing officers and amending the Bylaws. The duties and responsibilities of the Executive Committee are: (1) act on behalf of the Board of Trustees in all matters with the exception of the matters from which the Executive Committee is prohibited from acting in as set forth in the Bylaws; (2) coordinate the work of other committees for the Board of Trustees; (3) stay apprised of the activities of other committees and recommend Board action when needed; (4) oversee the execution of policies established by the Board of Trustees; (5) coordinate the review of the performance of the President/CEO annually; and (6) recommend to the Board of Trustees the annual operating budget, annual and strategic plans and major capital fundraising activities. The Executive Committee is comprised of the Board Chair, Secretary, Campaign Chair, standing Committee Chairs and at-large members. All members of the Executive Committee serve on the Board of Trustees. The members of the Executive Committee are appointed by the Board Chair and serve until the appointment of their successors. If a vacancy on the committee occurs, the Chair appoints a replacement from the Board of Trustees. Form 990, Part VI, Section A, line 6 The members of the Organization consist of all those individuals and organizations that have made contributions or pledges to the United Way of Greater Houston in the previous 12 months. Form 990, Part VI, Section A, line 7a Trustees are elected by action of the members of the Organization at its annual meeting and by the Board of Trustees at other times of the year as needed. Form 990, Part VI, Section B, line 11b Form 990 is reviewed in detail by the Audit Committee and distributed to each voting Trustee prior to filing with the IRS. The Form is included on the Board of Trustees meeting agenda for review and discussion. Form 990, Part VI, Section B, line 12c During the annual approval of community investments to agencies, each Trustee is required to declare their agency affiliation by signing a document indicating their affiliation, if any. Officers and key employees are also required to annually sign a conflict of interest statement. Form 990, Part VI, Section B, line 15 The Executive Compensation Committee reviews the President/CEO's annual performance based on performance goals set at the beginning of the year. The compensation is based on the salary and bonus history of the President/CEO and comparative compensation data for CEOs from local nonprofits and top-ranked United Way organizations. The annual compensation of the Vice Presidents is submitted by the President/CEO for review and approval by the Executive Compensation Committee using data for senior management as described for the President/CEO in Line 15a. Form 990, Part VI, Section C, line 19 Financial Statements are made available to the public on the Organization's website. Other documents are made available upon request. Non-Program Expense Ratio - Management, General and Fundraising: The costs associated to provide stewardship, financial oversight, internal controls and donor relationship management total $10,340,890 (total fundraising and management/general expenses per Part IX excluding depreciation). These costs are foundational to support the community impact and mission work of United Way of Greater Houston. These costs as a percentage of total revenue are 16.72%. Because costs and revenue can fluctuate from year to year, a rolling 5-year average provides a normalization of this ratio. The rolling 5-year average of these costs, excluding revenue from disaster contributions, is 16.21%.