United Way of Williamson County: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
United Way of Williamson County (EIN 23-7396732)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-04-19
IRS object ID
202111099349301266
Schema version
2019v5.1
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

FieldValueIRS element (for citing)
Return2021-04-19T11:51:25-04:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN742902112PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MONTEMAYOR BRITTON BENDER PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12110 B Boca Raton Suite B 102AddressLine1Txt
CityAustinCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78747ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237396732EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1United Way of Williamson CountyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone5122556799PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 708AddressLine1Txt
CityRound RockCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78680ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJodene ObrienPersonNm
Person TitleCEOPersonTitleTxt
Signature2021-04-15SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonArturo Montemayor IIIPreparerPersonNm
PTINP01388530PTIN
Phone5124420380PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Jodene OBrienBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 708AddressLine1Txt
CityRound RockCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78680ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,071,864GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.unitedway-wc.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1975FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionUnited 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 Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee15TotalEmployeeCnt
Total Volunteers1339TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,063,296PYContributionsGrantsAmt
CY Contributions Grants$1,058,710CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$8,053PYInvestmentIncomeAmt
CY Investment Income$13,154CYInvestmentIncomeAmt
PY Other Revenue$11,049PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,082,398PYTotalRevenueAmt
CY Total Revenue$1,071,864CYTotalRevenueAmt
PY Grants And Similar Paid$655,893PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$427,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$385,239PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$377,581CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$131,610CYTotalFundraisingExpenseAmt
PY Other Expenses$184,701PYOtherExpensesAmt
CY Other Expenses$200,287CYOtherExpensesAmt
PY Total Expenses$1,225,833PYTotalExpensesAmt
CY Total Expenses$1,004,868CYTotalExpensesAmt
PY Revenues Less Expenses-$143,435PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$66,996CYRevenuesLessExpensesAmt
Total Assets BOY$1,326,031TotalAssetsBOYAmt
Total Assets EOY$1,434,536TotalAssetsEOYAmt
Total Liabilities BOY$196,680TotalLiabilitiesBOYAmt
Total Liabilities EOY$238,189TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,129,351NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,196,347NetAssetsOrFundBalancesEOYAmt
MissionThe 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$753,177ExpenseAmt
Grant$368,306GrantAmt
DescMore 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

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$58,694ExpenseAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$811,871TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee12EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonUnited Way of Williamson CountyPersonNm
Phone5122556799PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 N IH 35 Suite 220AddressLine1Txt
CityRound RockCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78664ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeInd
Mr Isaac Turner
Director1.2Yes (X)$0$0$0
Jennifer Byrd
Director1.2Yes (X)$0$0$0
Ms Stephanie Featherstone
Director1.2Yes (X)$0$0$0
Mr Jay Fox
Director1.2Yes (X)$0$0$0
Ms Kim McAuliffe
Director1.2Yes (X)$0$0$0
Ms Don Tracy
Director1.2Yes (X)$0$0$0
Mr Henry Green
Director1.2Yes (X)$0$0$0
Mr Jim Howicz
Director1.2Yes (X)$0$0$0
Mr Bill McCormick
Director1.2Yes (X)$0$0$0
Ms Jessica Pelache
Director1.2Yes (X)$0$0$0
Mr Paul Phillips
Director1.2Yes (X)$0$0$0
Mr Jerry Dreyer
Chair/Past Chair2.4$0$0$0Yes (X)
Dr Malinda Golden
Secretary2.4$0$0$0Yes (X)
Mr Isaac Diaz
Vice Chair/Treasurer2.4$0$0$0Yes (X)
Ms Jodene Obrien
Chief Executive Officer40$61,742$0$15,241Yes (X)Yes (X)
Mark Brody
Director1.2Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$61,742TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$15,241TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$1,058,710AllOtherContributionsAmt
Total Contributions$1,058,710TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,154TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$13,154ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,071,864TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$13,154ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$427,000TotalAmt
Program Services$427,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$75,756TotalAmt
Program Services$48,484ProgramServicesAmt
Management And General$8,333ManagementAndGeneralAmt
Fundraising$18,939FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$227,745TotalAmt
Program Services$145,757ProgramServicesAmt
Management And General$25,052ManagementAndGeneralAmt
Fundraising$56,936FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$54,400TotalAmt
Program Services$34,816ProgramServicesAmt
Management And General$5,984ManagementAndGeneralAmt
Fundraising$13,600FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$19,680TotalAmt
Program Services$12,595ProgramServicesAmt
Management And General$2,165ManagementAndGeneralAmt
Fundraising$4,920FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$14,812TotalAmt
Program Services$9,480ProgramServicesAmt
Management And General$1,629ManagementAndGeneralAmt
Fundraising$3,703FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$25,921TotalAmt
Program Services$16,589ProgramServicesAmt
Management And General$2,852ManagementAndGeneralAmt
Fundraising$6,480FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$9,322TotalAmt
Program Services$9,322ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$13,099TotalAmt
Program Services$9,267ProgramServicesAmt
Management And General$1,164ManagementAndGeneralAmt
Fundraising$2,668FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$37,661TotalAmt
Program Services$24,103ProgramServicesAmt
Management And General$4,143ManagementAndGeneralAmt
Fundraising$9,415FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,999TotalAmt
Program Services$4,479ProgramServicesAmt
Management And General$770ManagementAndGeneralAmt
Fundraising$1,750FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,820TotalAmt
Program Services$2,935ProgramServicesAmt
Management And General$267ManagementAndGeneralAmt
Fundraising$618FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,461TotalAmt
Program Services$1,123ProgramServicesAmt
Management And General$102ManagementAndGeneralAmt
Fundraising$236FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,874TotalAmt
Program Services$2,208ProgramServicesAmt
Management And General$200ManagementAndGeneralAmt
Fundraising$466FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Dolly Parton Imagination Library$20,323$20,323$0$0
Membership and Subscriptions$19,451$12,448$2,140$4,863
Bad Debt Expense$18,769$6,257$6,256$6,256
Community Awareness$21,072$21,072$0$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,703TotalAmt
Program Services$3,613ProgramServicesAmt
Management And General$330ManagementAndGeneralAmt
Fundraising$760FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,004,868TotalAmt
Program Services$811,871ProgramServicesAmt
Management And General$61,387ManagementAndGeneralAmt
Fundraising$131,610FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$162,448BOYAmt
EOY$349,876EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$671,097BOYAmt
EOY$684,066EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$448,655BOYAmt
EOY$20,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$18,050BOYAmt
EOY$364,092EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$22,595BOYAmt
EOY$11,430EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$53,064LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$51,338LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,186BOYAmt
EOY$1,726EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$3,346EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,326,031BOYAmt
EOY$1,434,536EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,086BOYAmt
EOY$24,749EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$135,000BOYAmt
EOY$106,750EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
EOY$79,800EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$56,594BOYAmt
EOY$26,890EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$196,680BOYAmt
EOY$238,189EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,129,351BOYAmt
EOY$1,196,347EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,326,031BOYAmt
EOY$1,434,536EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$66,996ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind
Support Sum$0SupportSumAmt

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,116,125CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,233,195CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,008,585CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,036,325CurrentTaxYearMinus1YearAmt
Current Tax Year$1,049,660CurrentTaxYearAmt
Total$5,443,890TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,116,125CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,233,195CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,008,585CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,036,325CurrentTaxYearMinus1YearAmt
Current Tax Year$1,049,660CurrentTaxYearAmt
Total$5,443,890TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,470,493SubstantialContributorsTotAmt
Public Support Total170$3,973,397PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,493CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,973CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,346CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,053CurrentTaxYearMinus1YearAmt
Current Tax Year$13,154CurrentTaxYearAmt
Total$48,019TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$5,491,909TotalSupportAmt
Public Support CY1700.72350PublicSupportCY170Pct

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
CY Adj Net Income Distributable$0CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income$0CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable$0CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum$0CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY$0CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted$0CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

FieldValueIRS element (for citing)
CY Paid Accomplish Exempt Prps$0CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity$0CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid$0CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid$0ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside$0QualifiedSetAsideAmt
CY Other Distributions$0CYOtherDistributionsAmt
CY Total Annual Distributions$0CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org$0CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted$0CYDistributableAsAdjustedAmt
CY Distribution Yr0CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

FieldValueIRS element (for citing)
CY Distributable As Adjusted$0CYDistributableAsAdjustedAmt
Underdistributions$0UnderdistributionsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY$0CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY$0CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied$0CarryoverPYNotAppliedAmt
Excess Distribution Cyov$0ExcessDistributionCyovAmt
CY Total Annual Distributions$0CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY$0CYDistribAppUnderdistriPYAmt
CY Distri App Distributable$0CYDistriAppDistributableAmt
Excess Distribution$0ExcessDistributionAmt
Remaining Underdistri PY$0RemainingUnderdistriPYAmt
Remaining Underdistri CY$0RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year5$0ExcessFromYear5Amt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Ending Balance$0EndingBalanceAmt

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
End Year Balance$0EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
End Year Balance$0EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
End Year Balance$0EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
End Year Balance$0EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
End Year Balance$0EndYearBalanceAmt

Land LandGrp

FieldValueIRS element (for citing)
Book Value$0BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Book Value$0BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$53,064InvestmentCostOrOtherBasisAmt
Depreciation$51,338DepreciationAmt
Book Value$1,726BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,726TotalBookValueLandBuildingsAmt
Total Book Value Securities$0TotalBookValueSecuritiesAmt
Total Book Value Program Rltd$0TotalBookValueProgramRltdAmt
Total Book Value Other Assets$0TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDesignation PayableDesc
Amt$26,870Amt
FieldValueIRS element (for citing)
Total Liability$26,870TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,082,064TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$10,200DonatedServicesAndUseFcltsAmt
Revenue Not Reported$10,200RevenueNotReportedAmt
Revenue Subtotal$1,071,864RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,071,864TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,015,068TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$10,200DonatedServicesUseFcltsAmt
Expenses Not Reported$10,200ExpensesNotReportedAmt
Expenses Subtotal$1,004,868ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,004,868TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (24 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtNon Cash AssistanceNonCashAssistanceAmt
AGE of Central Texas
3710 Cedar DriveAustinTX78705742431028501(c)3$30,000Assistance for low-income seniors with dementia or Alzheimers at an Adult Day Health Center in Round Rock, Texas.
Annunciation Maternity Home Inc
3610 Shell RoadGeorgetownTX78628742936497501(c)3$25,000Funding provides high quality services to mothers and babies through pregnancy and up to two years after birth
Big Brothers Big Sisters Of Central Texas Inc
4800 Manor Road Bldg KAustinTX78765741678586501(c)3$10,000Funding for community based, one-on-one mentoring for at risk youth.
Breast Cancer Resource Centers Of Texas
4807 Spicewood Springs Rd Ste 1100AustinTX78759742743333501(c)3$20,000Support for Navigation Support Specialist to assist Williamson County women and their families after a breast cancer diagnosis
Capital Idea
835 N Pleasant Valley RoadAustinTX78702742893041501(c)3$20,000Education to employment training, case management and employment support for Williamson County residents working towards a higher-wage career.
Christ Fellowship Church
1517 Mclain StreetTaylorTX76574742230700501(c)3$7,000Funding provides mentoring and afterschool care for students in East Williamson County.
Girl Scouts Of Central Texas
12012 Park Thirtyfive CircleAustinTX78705741109644501(c)3$10,000Support for the Gamma Sigma leadership program in Round Rock ISD to provide the tools for economically disadvantaged girls to pursue higher education and professional careers.
Hill Country Community Ministries
PO Box 1064LeanderTX78646742309435501(c)3$10,000Funding for the food pantry assistance program.
Hope Alliance
1011 Gattis School Road 110Round RockTX78664742277114501(c)3$30,000Assistance for victims of family and sexual violence in Williamson County to help rebuild their lives through counseling and resources.
Interagency Support Council Of East Williamson County
PO Box 5TaylorTX76574841636308501(c)3$30,000Funding 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 AveGeorgetownTX78626742392855501(c)(3)$30,000Adult Literacy Education
Meals On Wheels Central Texas
3227 E 5th StreetAustinTX78702237202594501(c)3$10,000Funding for Meals on Wheels delivery to 275 older adults and homebound residents in Williamson County.
Operation Liberty Hill
PO Box 1081Liberty HillTX78642800788990501(c)3$10,000Funding for the food pantry program
Opportunities For Wbc
604 High Tech DriveGeorgetownTX786267460752135019(c)3$20,000Funding for Meals on Wheels delivery to 900 seniors and residents in Williamson County.
ROCK Ride On Center For Kids
PO Box 2422GeorgetownTX78627742917659501(c)3$15,000Funding provides access to health services for children and adults with disabilities.
Round Rock Area Serving Center
PO Box 5006Round RockTX78683742454410501(c)3$10,000Funding for the food pantry assistance program.
Sacred Heart Community Clinic
620 Round Rock West Drive Bldg 8Round RockTX78681272901548501(c)3$20,000Grant provides funding for primary care services and Type-2 Diabetes management for uninsured adults
Samaritan Center For Counseling And Pastoral Care Inc
8956 Research BlvdAustinTX78758741832864501(c)3$20,000Funding provides affordable mental health and wellness services to Williamson County residents.
Samaritan Health Ministries
700A West Whitestone BlvdCedar ParkTX78613742570190501(c)3$25,000Funding provided for the food pantry assistance program.$0
Shepherds Heart Food Pantry And Community Ministries
121 East 2nd StreetTaylorTX76574800248120501(c)3$10,000Funding provided for the food pantry assistance program
Spirit Reins
PO Box 368Liberty HillTX78642061692909501(c)3$15,000Funding 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 1215GeorgetownTX78627742386902501(c)3$10,000Funding provides support for the Bridges to Growth Parent Center
The Georgetown Project
2308 Old Airport RoadGeorgetownTX78626742807713501(c)3$30,000Funding provides support for the Bridges to Growth Parent Center.
Wonders and Worries Inc
9101 Burnet Road Suite 205AustinTX78758743012982501(c)3$10,000Funding provides illness education and coping support for Williamson County families
FieldValueIRS element (for citing)
Total501c3 Org24Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2FormAndLineReferenceDesc
ExplanationGrant Funding: 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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part 1, Line 1We 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 11bEmailed to board of directors for review prior to submission
Part VI, Section B, Line 12cAnnually 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 15The 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 19The organization makes its governing documents conflict of interest policy and financial statements available to the public upon request as required by law.

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