2015-11-04T13:17:42-06:00 2014-12-31 742920819 ATCHLEY & ASSOCIATES LLP 6850 AUSTIN CENTER BLVD STE 180 AUSTIN TX 787313129 990 2014-01-01 741618608 UNITED WAYS OF TEXAS INC UNIT 5126511149 812 SAN ANTONIO STREET NO 101 AUSTIN TX 78701 ADRIANNA CUELLAR ROJAS PRESIDENT/CEO 5126511149 2015-11-04 1 KAREN E ATCHLEY P00238005 5123462086 2014 2016-03-07 17:11:31Z ADRIANNA CUELLAR ROJAS 812 SAN ANTONIO STREET NO 101 AUSTIN TX 78701 864171 0 X WWW.UWTEXAS.ORG X 1969 TX UNITED WAYS OF TEXAS EXISTS TO IMPROVE TEXAS COMMUNITIES AS PLACES TO LIVE AND DO BUSINESS THROUGH MEMBER SERVICES, STATEWIDE INITIATIVES AND PUBLIC POLICY. 16 16 7 0 0 0 639837 562455 184252 209251 16462 14800 5927 0 846478 786506 98193 15272 0 0 535450 504277 0 0 11622 228977 263656 862620 783205 -16142 3301 987639 1039554 349364 365828 638275 673726 X STATEWIDE LEADERSHIP THAT MEASURABLY IMPROVES TEXAS COMMUNITIES AS PLACES TO LIVE AND DO BUSINESS. 1 1 166897 171273 STATE EMPLOYEE CHARITABLE CAMPAIGN: UNITED WAYS OF TEXAS (UWT) MANAGES THE STATE EMPLOYEE CHARITABLE CAMPAIGN (SECC), A PAYROLL DEDUCTION CAMPAIGN FOR STATE AND HIGHER EDUCATION EMPLOYEES. UNDER THE MANAGEMENT OF UWT, THE SECC HAS GROWN FROM A LITTLE MORE THAN 2 MILLION DOLLARS TO OVER 9 MILLION DOLLARS IN 2014. ADDITIONALLY, THE SECC HAS GROWN TO PROVIDE STATE AND HIGHER EDUCATION EMPLOYEES AN OPPORTUNITY TO GIVE TO HUNDREDS OF NONPROFITS LOCALLY, STATEWIDE, NATIONWIDE AND INTERNATIONALLY. UWT HAS INCREASED THE CAMPAIGN THROUGH PROMOTING A UNIFIED MESSAGE AROUND THE CAMPAIGN, LAUNCHING A USER-FRIENDLY WEBSITE TO PROVIDE DETAILED INFORMATION REGARDING THE CAMPAIGN, PROVIDING HELPFUL TOOLS TO STATE EMPLOYEES TO HELP ADVANCE THE CAMPAIGN IN THEIR WORKPLACE, AND RESEARCHING NEW WAYS TO PROMOTE AND GROW THE CAMPAIGN. 35458 THE HOGG FOUNDATION: IN 2014, UWT EMBARKED ON A STATEWIDE PROJECT FUNDED BY THE HOGG FOUNDATION FOR MENTAL HEALTH, "CHILDREN'S MENTAL HEALTH OUTCOMES: DEVELOPING A COMMON FRAMEWORK." TOGETHER WITH OTHER ADVOCACY PARTNERS IN THE FIELD, UWT WORKED TOWARD DEVELOPING A MATRIX OF CHILDREN'S MENTAL HEALTH OUTCOMES UTILIZED ACROSS SYSTEMS AND AGENCIES IN TEXAS. IN 2014, PARTNERS COMPILED NATIONAL AND STATE STANDARDS AND BEST PRACTICE MEASURES OF CHILDREN'S MENTAL HEALTH OUTCOMES, AND CONVENED KEY STAKEHOLDER GROUPS MULTIPLE TIMES TO DEVELOP RECOMMENDATIONS THAT CAN BE ADOPTED ACROSS CHILD-SERVING SYSTEMS. 13015 EARL SAMS FOUNDATION: THE TINSTMAN FELLOWSHIP PROGRAM IS A MENTORING PROGRAM UNIQUE TO THE UNITED WAY SYSTEM IN TEXAS AND IS FOCUSED ON EDUCATING STUDENTS IN THE AREAS OF EDUCATION, INCOME, AND HEALTH AS WELL AS UNDERSTANDING THE MANY FACETS OF THE NONPROFIT SECTOR AND HOW COMMUNITIES WORK TOGETHER. WITH THE SUPPORT OF THE EARL SAMS FOUNDATION, UNITED WAYS OF TEXAS HAD THE OPPORTUNITY TO GROW THIS MENTORSHIP PROGRAM. WE ARE HOPEFUL THAT THROUGH THIS MENTORSHIP OPPORTUNITY STUDENTS WILL HAVE A BETTER UNDERSTANDING OF THE NONPROFIT SECTOR AND WILL BE ENCOURAGED TO DEDICATE THEIR FUTURE IN SOME WAY TO SERVING THEIR COMMUNITY. THAT MAY BE IN THE FORM OF NAVIGATING THEIR CAREER GOALS TOWARD THE NONPROFIT SECTOR OR BY ENGAGING ON ANOTHER LEVEL SUCH AS VOLUNTEERING. 2000 1675 OPPORTUNITY TEXAS/ RAISE TEXAS: WITH FUNDING AND PARTNERSHIP FROM OPPORTUNITY TEXAS, UWT WORKED WITH EIGHT LOCAL UNITED WAYS IN 2014 TO INCREASE TAX-TIME SAVINGS TO LOW-TO-MODERATE INCOME INDIVIDUALS AND FAMILIES ACROSS TEXAS. THE PROGRAM PROVIDES $25 INCENTIVES FOR VOLUNTEER INCOME TAX ASSISTANCE (VITA) SITE CLIENTS TO PURCHASE U.S. SERIES I SAVINGS BONDS. IN 2014, 360 TAX FILERS PURCHASED 436 SAVINGS VEHICLES THROUGH THE PROGRAM, THE MAJORITY OF THESE WERE INCREASING THEIR FINANCIAL STABILITY BY SAVING FOR THE FIRST TIME. 1500 13500 15000 EARNED INCOME TAX CREDIT (EITC): THROUGH A FUNDING PARTNERSHIP WITH UNITED WAY WORLDWIDE AND BANK OF AMERICA, UNITED WAYS OF TEXAS WORKED WITH NINE UNITED WAYS AND COMMUNITY PARTNERS STATEWIDE IN 2014 TO CONDUCT OUTREACH AND PROMOTION FOR THE EARNED INCOME TAX CREDIT (EITC) IN CONJUNCTION WITH VOLUNTEER INCOME TAX ASSISTANCE (VITA) SITES. IN THE 2014 PROJECT, PARTICIPATING VITA SITES ASSISTED LOWER-INCOME INDIVIDUALS AND FAMILIES IN FILING OVER 40,000 TAX RETURNS TO CLAIM $77,724,820 IN TOTAL REFUNDS, OF WHICH $32,615,101 WERE EITC-RELATED REFUNDS. 370315 97 19378 MISCELLANEOUS: ADDITIONAL VARIOUS PROGRAMS EXPENSES SUPPORTING THE ORGANIZATION'S MISSION IN EDUCATION, INCOME & HEALTH. 373815 15272 34378 589185 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 1 7 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X ROXANNE JONES 5126511149 812 SAN ANTONIO STREET STE 101 AUSTIN TX 78701 SCOTT WILSON BOARD MEMBER 1.50 X 0 0 0 MARK WILLIAMS CHAIR-ELECT OF THE BOARD 1.50 X X 0 0 0 DEBRA VON STORCH CHAIR OF THE BOARD 1.50 X X 0 0 0 JIM HINE BOARD MEMBER 1.50 X 0 0 0 CLIFFORD W GRIMES PROFESSIONAL COUNCIL CHAIR/SECRETARY 1.50 X X 0 0 0 GLENN COCHRAN BOARD MEMBER 1.50 X 0 0 0 TIM MCKINNEY BOARD MEMBER 1.50 X 0 0 0 CHRIS FORSYTHE TREASURER 1.50 X X 0 0 0 GAY LEE ASHCRAFT BOARD MEMBER 1.50 X 0 0 0 VICTOR ELMORE BOARD MEMBER 1.50 X 0 0 0 DAVID CABRALES BOARD MEMBER 1.50 X 0 0 0 ANNA BABIN BOARD MEMBER 1.50 X 0 0 0 LINDA CHAVEZ-THOMPSON BOARD MEMBER 1.50 X 0 0 0 LEE FORBES BOARD MEMBER 1.50 X 0 0 0 THELMA GARZA BOARD MEMBER 1.50 X 0 0 0 BARBARA GENTRY BOARD MEMBER 1.50 X 0 0 0 ELLEN HOUSE BOARD MEMBER 1.50 X 0 0 0 BEA LOPEZ BOARD MEMBER 1.50 X 0 0 0 BETH TRACY BOARD MEMBER 1.50 X 0 0 0 RANDY WILSON BOARD MEMBER 1.50 X 0 0 0 ADRIANNA CUELLAR-ROJAS PRESIDENT/CEO 40.00 X 129865 0 14067 ROXANNE JONES SENIOR VICE PRESIDENT 40.00 X 102225 0 15345 NANCY THORNTON VP OF FINANCE & ADMIN. 40.00 X 58214 0 8494 290304 0 37906 2 0 0 0 0 506883 55572 562455 STATE EMPLOYEE CHARITA 900099 171273 171273 OTHER PROGRAM REVENUE 900099 18341 18341 EITC 900099 15000 15000 CONFERENCE 900099 3600 3600 PROFESSIONAL SERVICES 900099 1037 1037 209251 12465 12465 80000 77665 2335 2335 2335 786506 205651 0 18400 15272 15272 328330 254150 68683 5497 99299 99299 6524 5067 1249 208 41117 11911 25311 3895 29007 22608 5813 586 41523 25458 16065 16400 10055 6345 69914 42865 27049 25444 25444 36901 30152 6003 746 22736 9801 12935 7153 5575 1434 144 3290 438 2852 EQUIPMENT MAINTENANCE & 16940 13225 3375 340 TELEPHONE 9600 7600 1817 183 SUPPLIES 7050 4773 2277 SUBSCRIPTIONS & PUBLICA 2963 2963 3742 2529 1190 23 783205 589185 182398 11622 106728 87756 108215 158384 195855 223894 4597 3208 98963 84042 17688 14921 21993 89604 530844 460068 1719 1719 987639 1039554 23089 15039 45810 73279 280465 277510 349364 365828 X 513774 547024 124501 126702 638275 673726 987639 1039554 3301 32150 0 X X 0 1 X 1 0 X 877186 638496 622257 639837 562455 3340231 218235 218449 196952 188884 205651 1028171 1095421 856945 819209 828721 768106 4368402 0 88913 88913 88913 88913 4279489 13301 9514 11753 12423 14800 61791 13301 9514 11753 12423 14800 61791 2780 3400 1295 3600 11075 1108722 869239 834362 842439 786506 4441268 0.96360 0.94860 0.01390 0.01410 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: CONFERENCE - 2011 AMOUNT: $ 2,780. 2012 AMOUNT: $ 3,400. 2013 AMOUNT: $ 1,295. 2014 AMOUNT: $ 3,600. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 150 17668 17818 765387 783205 142481 35620 0 0 179123 145121 154393 142481 621118 931677 66661 23232 37083 17818 144794 44781 36280 38598 35620 155279 232919 13120 4139 2431 150 19840 67753 52832 14921 31210 31210 0 14921 TOTAL STOCK MKT IDX ADM 63039 F VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL 60312 F WELLESLEY INCOME FUND ADM 121298 F BALANCED INDEX FUND ADM 215419 F 460068 X 818656 32150 32150 786506 0 786506 783205 0 783205 0 783205 PART X, LINE 2: THE ORGANIZATION HAS ADOPTED FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAX. THAT STANDARD PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY THAT A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE FOR DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. FORM 990, PART III, LINE 2 THE HOGG FOUNDATION FUNDED A PROJECT IN 2014 TO DEVELOP A MATRIX OF CHILDREN'S MENTAL HEALTH OUTCOMES UTILIZED ACROSS SYSTEMS AND AGENCIES IN TEXAS. FORM 990, PART III, LINE 3 FUNDING ENDED IN 2013 FOR THE RURAL TEXAS FINANCIAL EDUCATION PROJECT TO IMPROVE FINANCIAL LITERACY (RTFEP). FUNDING ENDED IN 2013 FOR THE RESEARCH AND DATA COLLECTION SHARING PROJECT. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION RECEIVES MEMBERSHIP DUES FROM ITS MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PRESENTED TO THE BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE DOCUMENT IS PRESENTED TO THE BOARD AT THE JANUARY BOARD MEETING AND SENT OUT TO ANY MEMBERS NOT PRESENT. AT THIS TIME THEY NOTIFY THE BOARD OF ANY CONFLICTS AND THEN SIGN OFF ON THE DOCUMENT. THIS IS THEN MONITORED DURING THE YEAR IN CASE OF ANY NEW CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR THE ORGANIZATION PURCHASES A NON-PROFIT SALARY STUDY PUBLICATION TO REVIEW AND COMPARE CURRENT STAFF POSITIONS TO COMPARABLE POSITIONS IN THE STUDY. THE CEO AND SR. VP OF OPERATIONS PRESENT THEIR FINDINGS AND RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE OF THE BOARD. FINAL APPROVAL OF ANNUAL SALARY INCREASES ARE VOTED ON BY THE ENTIRE BOARD IN THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 ALL FORMS ARE AVAILABLE FROM OUR WEBSITE, UPON WRITTEN REQUEST AND ON ANOTHER'S WEBSITE. FORM 990, PART XII, LINE 2C: THE OVERSIGHT POLICIES AND SELECTION OF AN INDEPENDENT ACCOUNTANT BY THE AUDIT COMMITTEE HAS NOT CHANGED SINCE THE PRIOR YEAR.