2019-11-11T16:52:27-06:00 2018-12-31 751056027 CONDLEY AND COMPANY LLP P O BOX 2993 ABILENE TX 796042993 990 2018-01-01 750945926 UNITED WAY OF MIDLAND INC UNIT 4326857700 1209 W WALL MIDLAND TX 79701 SCOTT NELSON PRESIDENT 4326857700 2019-10-30 1 MARY LEE BROOKS CPA P00023232 3256776251 2019-10-30 173.219.189.56 2019-10-30 15:43:32 CD P B2E7DEFDF869D74C2CE469AC07885001D4A8901E 331DA89FC5DECE477E052653D2C541270D0ACE1D 2018 2020-03-31 21:24:44Z SCOTT NELSON 1209 W WALL MIDLAND TX 79701 5950310 0 X WWW.UWMIDLAND.ORG X 1955 TX TO IMPROVE THE QUALITY OF LIFE IN MIDLAND BY UNITING COMMUNITY RESOURCES WITH IDENTIFIED NEEDS. 29 29 7 202 0 0 2393526 2636223 0 5153 279658 728583 -18204 3760 2654980 3373719 1938292 2032651 0 0 553662 585816 0 0 346313 279569 257410 2771523 2875877 -116543 497842 10190463 9625267 3578909 2419686 6611554 7205581 TO IMPROVE THE QUALITY OF LIFE IN MIDLAND BY UNITING COMMUNITY RESOURCES WITH IDENTIFIED NEEDS. 0 0 2196648 2032651 COMMUNITY IMPACT: UNITED WAY OF MIDLAND POSITIVELY IMPACTS THE COMMUNITY BY WORKING WITH OTHER ORGANIZATIONS TO IDENTIFY OUR COMMUNITY'S MOST PRESSING HEALTH, EDUCATION AND SELF-SUFFICIENCY NEEDS AND THEN ALLOCATES FUNDS TO LOCAL NON-PROFIT ORGANIZATIONS WITH PROGRAMS THAT ARE MAKING A MEASURABLE DIFFERENCE IN ADDRESSING THOSE NEEDS. WE ACCOMPLISH THIS THROUGH:- ASSESSING THE NEEDS OF THE COMMUNITY- ADVOCATING FOR SELECTED PUBLIC POLICIES- REVIEWING FUNDING APPLICATIONS SUBMITTED UNDER IDENTIFIED AREAS OF NEED- ALLOCATING FUNDS TO APPROVED PROGRAMS- FUNDING OF NEW AND SPECIAL COMMUNITY 7945 5153 THE YOUNG PROFESSIONALS OF MIDLAND (YPM) PROVIDES LEADERSHIP, NETWORKING, AND PHILANTHROPIC OPPORTUNITIES TO WORKING PROFESSIONALS AGES 21-40. DEDICATED TO PROVIDING CAREER-MINDED YOUNG PROFESSIONALS WITH OPPORTUNITIES TO DEVELOP SOCIALLY AND PROFESSIONALLY IN THE PERMIAN BASIN, YPM HOSTS COMMUNITY OUTREACH, LEADERSHIP & NETWORKING, AND SOCIAL EVENTS THROUGHOUT THE YEAR TO SERVE OUR MEMBERS AND PROMOTE POSITIVE COMMUNITY AWARENESS. 2204593 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X PAIGE VICKERY 4326857700 1209 W WALL MIDLAND TX 79701 MARY BAKER PRESIDENT 2.00 X X 0 0 0 SCOTT NELSON PRESIDENT - ELECT 2.00 X X 0 0 0 RAMONA A THOMAS TREASURER 2.00 X X 0 0 0 DEBBIE MARKLEY ASST. TREASURER 2.00 X X 0 0 0 AARON DORFNER VP RESOURCE DEVELOPMENT 2.00 X X 0 0 0 WILL GILCHRIEST AVP RESOURCE DEVELOPMENT 2.00 X X 0 0 0 MICHELLE GREEN VP COMMUNITY IMPACT 2.00 X X 0 0 0 ELIZABETH MCWILLIAMS AVP COMMUNITY IMPACT 2.00 X X 0 0 0 REBECCA BELL SECRETARY 2.00 X X 0 0 0 ANDY SHAFFER PAST PRESIDENT 2.00 X X 0 0 0 JAN BAKER DIRECTOR 2.00 X 0 0 0 DARRELL CARRIGER DIRECTOR 2.00 X 0 0 0 ALFREDO CHAPARRO DIRECTOR 2.00 X 0 0 0 K MICHAEL CONAWAY LIFETIME MEMBER 2.00 X 0 0 0 KRISTIN DITTO DIRECTOR 2.00 X 0 0 0 GUY ELLIS DIRECTOR 2.00 X 0 0 0 WILL GRAY DIRECTOR 2.00 X 0 0 0 BRENDA HARKNESS DIRECTOR 2.00 X 0 0 0 MILES HARTMAN DIRECTOR 2.00 X 0 0 0 JAMES C HENRY LIFETIME MEMBER 2.00 X 0 0 0 DENNIS JOHNSON LIFETIME MEMBER 2.00 X 0 0 0 PATRICK JONES DIRECTOR 2.00 X 0 0 0 CHAD MCALLASTER DIRECTOR 2.00 X 0 0 0 MARGARET PURVIS LIFETIME MEMBER 2.00 X 0 0 0 KELLY REESE DIRECTOR 2.00 X 0 0 0 JESSICA RULE DIRECTOR 2.00 X 0 0 0 CHARLES A SPENCE LIFETIME MEMBER 2.00 X 0 0 0 SUSAN SPRATLEN DIRECTOR 2.00 X 0 0 0 MORRIS WILLIAMS JR DIRECTOR 2.00 X 0 0 0 MARK ALEXANDER EXECUTIVE DIRECTOR 40.00 X 77256 0 70811 PAIGE VICKERY FINANCE DIRECTOR 40.00 X 59120 0 12988 136376 0 83799 0 0 0 0 0 200845 2435378 2636223 YOUNG PROFESSIONALS OF MIDLAND 900099 5153 5153 5153 249190 249190 2957282 2477889 479393 479393 479393 102462 200845 98702 3760 3760 3373719 5153 0 732343 2032651 2032651 220176 71325 131700 17151 274057 42706 23645 207706 11094 2663 4384 4047 49139 11793 19420 17926 31350 6584 9659 15107 42370 42370 35040 35040 5337 1601 523 3213 29505 8103 10320 11082 3157 1231 578 1348 3013 753 2260 16441 2302 8201 5938 11908 3930 3989 3989 NATIONAL AND STATE DUES 38198 5730 32468 EQUIPMENT MAINTENANCE 35913 8619 19106 8188 PRINTING AND PUBLICATIO 14694 3380 11314 YOUNG PROFESSIONALS EXP 7945 7945 13889 2387 6926 4576 2875877 2204593 324971 346313 116990 284667 4302648 2086006 503030 580385 180160 60053 24617 19204 627323 396542 227040 230781 4273325 5864575 562653 499596 10190463 9625267 10034 0 3539345 2385121 29530 34565 3578909 2419686 X 6111554 6705581 0 500000 500000 6611554 7205581 10190463 9625267 X 497842 -949692 1028442 17435 X 0 1 X 0 0 X 3042831 2574195 2420814 2393526 2435378 12866744 3042831 2574195 2420814 2393526 2435378 12866744 12866744 156104 146067 154991 167812 249190 874164 13740908 0.93640 0.94050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1062653 0 -34717 33114 9868 984954 1026279 69663 23730 9558 1062653 1018234 43028 25851 9133 1026279 1081880 -28131 29860 5654 1018234 1192656 150 -81912 23089 5925 1081880 0.49240 0.50760 0.00000 1 0 72011 72011 321450 175853 145597 233862 220689 13173 230781 PERMIAN BASIN ENDOWMENT 484954 YOUNG PROFESSIONALS OF MIDLAND 14642 499596 DUE TO STATE AND FEDERAL AFFILIATES 34565 34565 X 2496138 -949692 112304 -837388 3333526 40193 40193 3373719 2945195 112304 112304 2832891 42985 42985 2875876 PART V, LINE 4: INCOME GENERATED FROM ENDOWMENT FUNDS WILL BE USED FOR THE ORGANIZATION'S OPERATIONS PART X, LINE 2: MANAGEMENT EVALUATED BOTH ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATIONS HAVE TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS AND THEREFORE NO ADJUSTMENTS HAVE BEEN INCLUDED IN THE FINANCIAL STATEMENTS FOR 2018 OR 2017. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES INCLUDED IN REVENUE 98,702. REIMBURSED EXPENSES 13,602. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 35,040. YOUNG PROFESSIONALS 5,153. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES INCLUDED IN REVENUE 98,702. REIMBURSED EXPENSES 13,602. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 35,040. YOUNG PROFESSIONALS 7,945. BUSTIN' CLAY 303307 200845 102462 55450 25000 1261 303307 200845 102462 55450 25000 1261 81711 20751 1 AGAPE COUNSELING 3500 N A STE 2400 MIDLAND TX 79705 452450285 501(C)(3) 12000 PROGRAM SUPPORT ALZHEIMER'S ASSOCIATION 440 N BIG SPRING C-32 MIDLAND TX 79705 133039601 501(C)(3) 4000 PROGRAM SUPPORT AMERICAN RED CROSS PO BOX 60310 MIDLAND TX 79711 530196605 501(C)(3) 15000 PROGRAM SUPPORT BIG BROTHERS BIG SISTERS 714 W LOUISIANA AVE MIDLAND TX 79701 751791035 501(C)(3) 34833 PROGRAM SUPPORT BOY SCOUTS OF AMERICA 714 W LOUISIANA AVE MIDLAND TX 79701 221576300 501(C)(3) 45332 PROGRAM SUPPORT BOYS & GIRLS CLUB 1321 S GOODE ST MIDLAND TX 79701 751214505 501(C)(3) 109832 PROGRAM SUPPORT BUSH TENNIS CENTER 5700 BRIARWOOD AVE MIDLAND TX 79707 201991058 501(C)(3) 5000 PROGRAM SUPPORT BYNUM SCHOOL 5100 AVALON DR MIDLAND TX 79707 751932925 501(C)(3) 82982 PROGRAM SUPPORT CASA DE AMIGOS 1101 E GARDEN LN MIDLAND TX 79701 751240087 501(C)(3) 184988 PROGRAM SUPPORT CENTERS FOR CHILDREN AND FAMILIES 3701 ANDREWS HIGHWAY MIDLAND TX 79703 751005357 501(C)(3) 189000 PROGRAM SUPPORT COMMUNITIES IN SCHOOLS PO BOX 10532 MIDLAND TX 79702 752821486 501(C)(3) 106797 PROGRAM SUPPORT SENIOR LINK MIDLAND PO BOX 80159 MIDLAND TX 79708 751899190 501(C)(3) 104970 PROGRAM SUPPORT COMMUNITY CHILDREN'S CLINIC PO BOX 3328 MIDLAND TX 79702 751875246 501(C)(3) 30000 PROGRAM SUPPORT FAMILY PROMISE 3500 N A STE 1400 MIDLAND TX 79705 271003573 501(C)(3) 15000 PROGRAM SUPPORT GIRL SCOUTS OF THE DESERT SW 5217 N DIXIE BLVD ODESSA TX 79762 741189693 501(C)(3) 28083 PROGRAM SUPPORT MIDLAND CHILDREN'S REHAB CENTER 802 VENTURA MIDLAND TX 79705 750912521 501(C)(3) 34082 PROGRAM SUPPORT MIDLAND FAIR HAVENS 2400 WHITMIRE STE 100 MIDLAND TX 79705 752627746 501(C)(3) 84289 PROGRAM SUPPORT MIDLAND NEED TO READ 1709 W WALL MIDLAND TX 79701 742044292 501(C)(3) 30460 PROGRAM SUPPORT MIDLAND PARKER PLACE 508 E PARKER AVE MIDLAND TX 79701 752639726 501(C)(3) 6456 PROGRAM SUPPORT MIDLAND RAPE CRISIS & CAC PO BOX 10081 MIDLAND TX 79702 751673093 501(C)(3) 84160 PROGRAM SUPPORT MISSION CENTER ADULT DAY SERVICE 3500 N A STE 1300 MIDLAND TX 79705 752459123 501(C)(3) 30000 PROGRAM SUPPORT SAFE PLACE PO BOX 11331 MIDLAND TX 79702 751627264 501(C)(3) 112625 PROGRAM SUPPORT SAMARITAN COUNSELING 10008 PILOT AVE MIDLAND TX 79706 751437991 501(C)(3) 30000 PROGRAM SUPPORT SHARE 3500 N A STE 2500 MIDLAND TX 79705 262780706 501(C)(3) 32500 PROGRAM SUPPORT THE SALVATION ARMY PO BOX 594 MIDLAND TX 79702 580660607 501(C)(3) 114170 PROGRAM SUPPORT THE SPRINGBOARD CENTER 200 CORPORATE DR MIDLAND TX 79705 752805439 501(C)(3) 166000 PROGRAM SUPPORT UNLOCK MINISTRIES PO BOX 7742 MIDLAND TX 79708 752959142 501(C)(3) 60579 PROGRAM SUPPORT YMCA OF MILDAND PO BOX 954 MIDLAND TX 79702 750871732 501(C)(3) 112065 PROGRAM SUPPORT 28 PART I, LINE 2: ALL ORGANIZATIONS APPLYING FOR FUNDING FROM THE UNITED WAY OF MIDLAND SUBMIT AN APPLICATION THAT INCLUDES VERIFICATION OF THEIR 501 (C)(3) STATUS, CERTIFICATION OF COMPLIANCE WITH THE PATRIOT ACT, COPIES OF THEIR LATEST FILED FORM 990, AUDITED FINANCIAL STATEMENTS AND A BUDGET FOR THE SPECIFIC FUNDING REQUEST. ALL OF THESE SUBMISSIONS ARE REVIEWED BY STAFF AND VOLUNTEER PANELS PRIOR TO RECOMMENDATION OF FUNDING TO THE UNITED WAY OF MIDLAND BOARD OF DIRECTORS. AFTER FUNDING HAS BEEN APPROVED, AGENCIES ARE MONITORED TO DETERMINE IF FUNDS ARE SUPPORTING THE APPROVED PROGRAMS. THEY ARE REQUESTED TO PROVIDE PROGRAM OUTCOMES AND THE METHODS OF EVALUATION UTILIZED TO DETERMINE OUTCOMES. THE MONITORING OF USAGE OF THE FUNDING INCLUDES ANNUAL SITE VISITS AND ON-GOING COMMUNICATIONS WITH THE PROGRAM PROVIDERS; SEMI-ANNUALLY THEY MUST PROVIDE DETAILS AND DOCUMENTATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISSEMINATED ELECTRONICALLY TO THE BOARD MEMBERS BEFORE BEING FILED. THE BOARD PRESIDENT, TREASURER, EXECUTIVE DIRECTOR, AND FINANCE DIRECTOR REVIEW THE 990 IN DETAIL AS CLOSE TO THE FILING DATE AS POSSIBLE. THE FORM 990 IS THEN FORWARDED TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND APPROVAL AT THEIR NEXT SCHEDULED MEETING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD OF DIRECTORS AND ALL STAFF MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST. ANY POTENTIAL CONFLICTS OF INTEREST ARE NOTED BY THE EXECUTIVE COMMITTEE AND EXECUTIVE DIRECTOR AND ARE HANDLED ON A CASE BY CASE BASIS. THE SIGNED CONFLICT OF INTEREST FORMS ARE MAINTAINED ON FILE WITH THE EXECUTIVE DIRECTOR FOR REFERENCE PURPOSES. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, THE EXECUTIVE COMMITTEE REVIEWS SALARIES AND BENEFITS SURVEYS FROM UNITED WAY OF AMERICA AND FROM OTHER COMPARABLE ORGANIZATIONS THAT REPORT SALARIES AND BENEFITS FOR NONPROFIT ORGANIZATIONS. BASED UPON THIS REVIEW OF SIMILAR POSITIONS IN THE SURVEYS AND TAKING INTO CONSIDERATION REGIONAL ECONOMIC CONDITIONS, THE EXECUTIVE COMMITTEE ESTABLISHES THE EXECUTIVE DIRECTORS SALARY FOR THE ENSUING YEAR AND RECOMMENDS SALARY PARAMETERS FOR KEY EMPLOYEES. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR ESTABLISHING SALARIES FOR ALL EMPLOYEES AND ALL SALARIES ARE APPROVED BY THE EXECUTIVE COMMITTEE. THE FULL BOARD APPROVES THE PERSONNEL BUDGET. FORM 990, PART VI, SECTION C, LINE 18 FINANCIAL STATEMENTS ARE PART OF THE ANNUAL REPORT. COPIES OF ALL GOVERNING DOCUMENTS ARE PROVIDED UPON REQUEST AND ARE AVAILABLE ON OUR WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 ANNUALLY, THE BOARD OF DIRECTORS AND ALL STAFF MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST. ANY POTENTIAL CONFLICTS OF INTEREST ARE NOTED BY THE EXECUTIVE COMMITTEE AND EXECUTIVE DIRECTOR AND ARE HANDLED ON A CASE BY CASE BASIS. THE SIGNED CONFLICT OF INTEREST FORMS ARE MAINTAINED ON FILE WITH THE EXECUTIVE DIRECTOR FOR REFERENCE PURPOSES. FORM 990, PART XI, LINE 9: YOUNG PROFESSIONALS 17,435. FORM 990, PART XI, LINE 8 THE PRIOR PERIOD ADJUSTMENT IS IN RELATION TO THE CALCULATION AND REPORTING OF A LIABILITY FOR ACCRUED ALLOCATIONS. PREVIOUSLY THE LIABILITY FOR ACCRUED ALLOCATIONS WAS CALCULATED BASED UPON PERFORMANCE OF THE ANNUAL CAMPAIGN, ONCE IT WAS COMPLETED SUBSEQUENT TO YEAR END. IT WAS DETERMINED DURING THE YEAR ENDED DECEMBER 31, 2018, THAT THIS METHOD OF CALCULATING AND RECORDING A LIABILITY FOR ACCRUED ALLOCATIONS WAS NOT APPROPRIATE, BUT SHOULD INSTEAD BE BASED UPON ONLY CAMPAIGN ACTIVITY THROUGH YEAR END. THIS CHANGE APPROPRIATELY ACHIEVES THE MATCHING PRINCIPLE, WHICH REQUIRES THE ORGANIZATION TO REPORT EXPENSES IN THE PERIOD IN WHICH THE RELATED REVENUES ARE EARNED. UWM PROPERTIES INC 1209 W WALL ST MIDLAND TX 79701 750945926 PURCHASE TRANSITIONAL HOUSING PROPERTY TX 501(C)(3) LINE 7 UNITED WAY OF MIDLAND INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0