UNITED WAYS OF TEXAS INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAYS OF TEXAS INC (EIN 74-1618608)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-02
- IRS object ID
- 201411539349300436
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-02T16:22:36-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742920819 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATCHLEY & ASSOCIATES LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6850 AUSTIN CENTER BLVD STE 180 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 787313129 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741618608 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAYS OF TEXAS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5126511149 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 SAN ANTONIO STREET NO 101 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78701 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADRIANNA CUELLAR ROJAS | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 5126511149 | PhoneNum |
| Signature | 2014-05-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN E ATCHLEY | PreparerPersonNm |
| PTIN | P00238005 | PTIN |
| Phone | 5123462086 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | ADRIANNA CUELLAR ROJAS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 SAN ANTONIO STREET NO 101 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,271,328 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UWTEXAS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | UNITED WAYS OF TEXAS EXISTS TO IMPROVE TEXAS COMMUNITIES AS PLACES TO LIVE AND DO BUSINESS THROUGH MEMBER SERVICES, STATEWIDE INITIATIVES AND PUBLIC POLICY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $622,257 | PYContributionsGrantsAmt |
| CY Contributions Grants | $639,837 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $193,424 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $184,252 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,178 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,462 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,928 | PYOtherRevenueAmt |
| CY Other Revenue | $5,927 | CYOtherRevenueAmt |
| PY Total Revenue | $842,787 | PYTotalRevenueAmt |
| CY Total Revenue | $846,478 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $29,775 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $98,193 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $562,383 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $535,450 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $12,641 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $208,648 | PYOtherExpensesAmt |
| CY Other Expenses | $228,977 | CYOtherExpensesAmt |
| PY Total Expenses | $800,806 | PYTotalExpensesAmt |
| CY Total Expenses | $862,620 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $41,981 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$16,142 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,051,840 | TotalAssetsBOYAmt |
| Total Assets EOY | $987,639 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $454,928 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $349,364 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $596,912 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $638,275 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | STATEWIDE LEADERSHIP THAT MEASURABLY IMPROVES TEXAS COMMUNITIES AS PLACES TO LIVE AND DO BUSINESS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $171,055 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $177,274 | RevenueAmt |
| Desc | 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 2013. 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $25,000 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | BANK OF AMERICA CHARITABLE FOUNDATION, INC.-LITERACY AND EDUCATION GRANT FOR 2013: GRANT REVENUE RECORDED IN PREVIOUS YEAR. UNITED WAYS OF TEXAS MANAGED THE RURAL TEXAS FINANCIAL EDUCATION PROJECT TO IMPROVE THE FINANCIAL LITERACY OF INDIVIDUALS LIVING AND WORKING IN RURAL TEXAS BY ESTABLISHING A COMMUNITY-BASED FINANCIAL EDUCATION COURSE IN COMMUNITIES ACROSS THE STATE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $25,000 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | MEADOWS FOUNDATION: GRANT REVENUE RECORDED IN PREVIOUS YEAR. WITH THE ASSISTANCE OF THE MEADOWS FOUNDATION, UNITED WAYS OF TEXAS HAD THE OPPORTUNITY TO KEEP LOCAL UNITED WAYS AND OTHER STAKEHOLDERS, STATEWIDE, ABREAST OF THE MOST CURRENT RESEARCH, DATA, AND OUTCOMES PERTAINING TO THE AREAS OF EDUCATION, INCOME, HEALTH AS IT RELATES TO POLICY. THIS RESEARCH AND DATA COLLECTION HELPED TO SUPPORT LEGISLATIVE EFFORTS AS A SYSTEM. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc | RevenueRevenueAmt |
|---|---|---|---|
| $20,000 | $20,000 | EARNED INCOME TAX CREDIT (EITC): GRANT REVENUE RECORDED IN PREVIOUS YEAR. THROUGH A FUNDING PARTNERSHIP WITH UNITED WAY WORLDWIDE AND BANK OF AMERICA, UNITED WAYS OF TEXAS WORKED WITH SEVEN UNITED WAYS AND COMMUNITY PARTNERS STATEWIDE IN 2013 TO CONDUCT OUTREACH AND PROMOTION FOR THE EARNED INCOME TAX CREDIT (EITC) IN CONJUNCTION WITH VOLUNTEER INCOME TAX ASSISTANCE (VITA) SITES. IN THE 2013 PROJECT, PARTICIPATING VITA SITES ASSISTED LOWER-INCOME INDIVIDUALS AND FAMILIES IN FILING OVER 15,000 TAX RETURNS TO CLAIM $26,535,077 IN TOTAL REFUNDS, OF WHICH $10,630,520 WERE EITC-RELATED REFUNDS. | |
| $13,610 | $17,275 | OPPORTUNITYTEXAS/ RAISE TEXAS: WITH FUNDING AND PARTNERSHIP FROM OPPORTUNITYTEXAS, UWT WORKED WITH NINE LOCAL UNITED WAYS IN 2013 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 2013, 450 TAX FILERS PURCHASED SAVINGS VEHICLES THROUGH THE PROGRAM, THE MAJORITY OF THESE WERE INCREASING THEIR FINANCIAL STABILITY BY SAVING FOR THE FIRST TIME. | |
| $10,000 | $10,000 | 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. | |
| $397,753 | $50,918 | MISCELLANEOUS: ADDITIONAL VARIOUS PROGRAMS EXPENSES SUPPORTING THE ORGANIZATION'S MISSION IN EDUCATION, INCOME & HEALTH. | $11,610 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $441,363 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $98,193 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $11,610 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $662,418 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY R THORNTON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5126511149 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 SAN ANTONIO STREET STE 101 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78701 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SCOTT WILSON | ||||||
| PAST CHAIR | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK WILLIAMS | ||||||
| CHAIR-ELECT, SECRETARY | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEBRA VON STORCH | ||||||
| CHAIR OF THE BOARD | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JIM HINE | ||||||
| BOARD MEMBER | 1.50 | Yes (X) | $0 | $0 | $0 | |
| CLIFFORD W GRIMES | ||||||
| PROFESSIONAL COUNCIL CHAIR | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| EDDIE ALDRETE | ||||||
| BOARD MEMBER | 1.50 | Yes (X) | $0 | $0 | $0 | |
| JOE ARABIE | ||||||
| BOARD MEMBER | 1.50 | Yes (X) | $0 | $0 | $0 | |
| GLENN COCHRAN | ||||||
| BOARD MEMBER | 1.50 | Yes (X) | $0 | $0 | $0 | |
| TIM MCKINNEY | ||||||
| BOARD MEMBER | 1.50 | Yes (X) | $0 | $0 | $0 | |
| DR AUBREY SHARPE | ||||||
| BOARD MEMBER | 1.50 | Yes (X) | $0 | $0 | $0 | |
| KIMBERLY BOWERS | ||||||
| BOARD MEMBER | 1.50 | Yes (X) | $0 | $0 | $0 | |
| CHRIS FORSYTHE | ||||||
| TREASURER | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GAY LEE ASHCRAFT | ||||||
| BOARD MEMBER | 1.50 | Yes (X) | $0 | $0 | $0 | |
| VICTOR ELMORE | ||||||
| BOARD MEMBER | 1.50 | Yes (X) | $0 | $0 | $0 | |
| DAVID CABRALES | ||||||
| BOARD MEMBER | 1.50 | Yes (X) | $0 | $0 | $0 | |
| DONNA MAHURIN | ||||||
| BOARD MEMBER | 1.50 | Yes (X) | $0 | $0 | $0 | |
| KAREN R JOHNSON | ||||||
| PRESIDENT | 40.00 | Yes (X) | $147,808 | $0 | $23,522 | |
| ROXANNE JONES | ||||||
| SR.VP OF OPERATIONS | 40.00 | Yes (X) | $99,338 | $0 | $16,272 | |
| NANCY THORNTON | ||||||
| VP OF FINANCE & ADMIN. | 40.00 | Yes (X) | $79,835 | $0 | $19,114 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $326,981 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $58,908 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $519,080 | MembershipDuesAmt |
| All Other Contributions | $120,757 | AllOtherContributionsAmt |
| Total Contributions | $639,837 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| STATE EMPLOYEE CHARITA | 900099 | $177,274 | $177,274 | |
| PROFESSIONAL SERVICES | 900099 | $5,683 | $5,683 | |
| CONFERENCE | 900099 | $1,295 | $1,295 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $184,252 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,423 | TotalRevenueColumnAmt |
| Exclusion | $12,423 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $428,889 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $424,850 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,039 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,039 | TotalRevenueColumnAmt |
| Exclusion | $4,039 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,927 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,927 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,927 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $846,478 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $188,884 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,757 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,193 | TotalAmt |
| Program Services | $98,193 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,696 | TotalAmt |
| Program Services | $271,686 | ProgramServicesAmt |
| Management And General | $92,956 | ManagementAndGeneralAmt |
| Fundraising | $6,054 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,865 | TotalAmt |
| Program Services | $87,865 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,745 | TotalAmt |
| Program Services | $16,669 | ProgramServicesAmt |
| Management And General | $3,618 | ManagementAndGeneralAmt |
| Fundraising | $458 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,523 | TotalAmt |
| Program Services | $18,023 | ProgramServicesAmt |
| Management And General | $4,794 | ManagementAndGeneralAmt |
| Fundraising | $3,706 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,621 | TotalAmt |
| Program Services | $23,087 | ProgramServicesAmt |
| Management And General | $5,936 | ManagementAndGeneralAmt |
| Fundraising | $598 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,958 | TotalAmt |
| Program Services | $6,688 | ProgramServicesAmt |
| Management And General | $6,270 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,150 | TotalAmt |
| Program Services | $14,013 | ProgramServicesAmt |
| Management And General | $13,137 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,319 | TotalAmt |
| Program Services | $30,100 | ProgramServicesAmt |
| Management And General | $28,219 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $960 | TotalAmt |
| Management And General | $960 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,730 | TotalAmt |
| Program Services | $14,599 | ProgramServicesAmt |
| Management And General | $3,753 | ManagementAndGeneralAmt |
| Fundraising | $378 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,787 | TotalAmt |
| Program Services | $21,071 | ProgramServicesAmt |
| Management And General | $4,195 | ManagementAndGeneralAmt |
| Fundraising | $521 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,003 | TotalAmt |
| Program Services | $23,311 | ProgramServicesAmt |
| Management And General | $10,494 | ManagementAndGeneralAmt |
| Fundraising | $198 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,949 | TotalAmt |
| Program Services | $5,416 | ProgramServicesAmt |
| Management And General | $1,393 | ManagementAndGeneralAmt |
| Fundraising | $140 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,005 | TotalAmt |
| Program Services | $400 | ProgramServicesAmt |
| Management And General | $2,605 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT MAINTENANCE & | $15,529 | $12,103 | $3,112 | $314 |
| TELEPHONE | $11,261 | $8,915 | $2,131 | $215 |
| SUBSCRIPTIONS & PUBLICA | $4,809 | $4,709 | $100 | |
| SUPPLIES | $3,773 | $2,398 | $1,347 | $28 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,744 | TotalAmt |
| Program Services | $3,172 | ProgramServicesAmt |
| Management And General | $2,541 | ManagementAndGeneralAmt |
| Fundraising | $31 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $862,620 | TotalAmt |
| Program Services | $662,418 | ProgramServicesAmt |
| Management And General | $187,561 | ManagementAndGeneralAmt |
| Fundraising | $12,641 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,448 | BOYAmt |
| EOY | $106,728 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,517 | BOYAmt |
| EOY | $108,215 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,000 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,543 | BOYAmt |
| EOY | $195,855 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,589 | BOYAmt |
| EOY | $4,597 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $94,577 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $76,889 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,715 | BOYAmt |
| EOY | $17,688 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,474 | BOYAmt |
| EOY | $21,993 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $428,554 | BOYAmt |
| EOY | $530,844 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,719 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,051,840 | BOYAmt |
| EOY | $987,639 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,598 | BOYAmt |
| EOY | $23,089 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,773 | BOYAmt |
| EOY | $45,810 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,557 | BOYAmt |
| EOY | $280,465 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $454,928 | BOYAmt |
| EOY | $349,364 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $434,801 | BOYAmt |
| EOY | $513,774 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,111 | BOYAmt |
| EOY | $124,501 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $596,912 | BOYAmt |
| EOY | $638,275 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,051,840 | BOYAmt |
| EOY | $987,639 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$16,142 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $57,505 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,175,222 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $877,186 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $638,496 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $622,257 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $639,837 | CurrentTaxYearAmt |
| Total | $3,952,998 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $195,948 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $218,235 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $218,449 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $196,952 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $188,884 | CurrentTaxYearAmt |
| Total | $1,018,468 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,371,170 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,095,421 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $856,945 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $819,209 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $828,721 | CurrentTaxYearAmt |
| Total | $4,971,466 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,913 | CurrentTaxYearMinus3YearsAmt |
| Total | $181,007 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,913 | CurrentTaxYearMinus3YearsAmt |
| Total | $181,007 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $4,790,459 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,090 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,301 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,514 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,753 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,423 | CurrentTaxYearAmt |
| Total | $71,081 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,090 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,301 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,514 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,753 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,423 | CurrentTaxYearAmt |
| Total | $71,081 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $2,780 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,400 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,295 | CurrentTaxYearAmt |
| Total | $7,475 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,395,260 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,108,722 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $869,239 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $834,362 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $842,439 | CurrentTaxYearAmt |
| Total | $5,050,022 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94860 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88560 | PublicSupportPY509Pct |
| Investment Income CY | 0.01410 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01370 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | CONFERENCE - 2011 AMOUNT: $ 2,780. 2012 AMOUNT: $ 3,400. 2013 AMOUNT: $ 1,295. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,431 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $34,652 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $37,083 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $825,537 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $862,620 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $154,393 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $38,598 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $186,119 | CurrentYearMinus3Amt |
| Current Year Minus2 | $179,123 | CurrentYearMinus2Amt |
| Current Year Minus1 | $145,121 | CurrentYearMinus1Amt |
| Current Year | $154,393 | CurrentYearAmt |
| Total | $664,756 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $997,134 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $24,247 | CurrentYearMinus3Amt |
| Current Year Minus2 | $66,661 | CurrentYearMinus2Amt |
| Current Year Minus1 | $23,232 | CurrentYearMinus1Amt |
| Current Year | $37,083 | CurrentYearAmt |
| Total | $151,223 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $46,530 | CurrentYearMinus3Amt |
| Current Year Minus2 | $44,781 | CurrentYearMinus2Amt |
| Current Year Minus1 | $36,280 | CurrentYearMinus1Amt |
| Current Year | $38,598 | CurrentYearAmt |
| Total | $166,189 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $249,284 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $3,633 | CurrentYearMinus3Amt |
| Current Year Minus2 | $13,120 | CurrentYearMinus2Amt |
| Current Year Minus1 | $4,139 | CurrentYearMinus1Amt |
| Current Year | $2,431 | CurrentYearAmt |
| Total | $23,323 | TotalAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $63,367 | OtherCostOrOtherBasisAmt |
| Depreciation | $45,679 | DepreciationAmt |
| Book Value | $17,688 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,210 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,210 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,688 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| TOTAL STOCK MKT IDX ADM | $77,875 | F |
| VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL | $65,126 | F |
| LARGE-CAP INDEX FUND ADM | $63,498 | F |
| WELLESLEY INCOME FUND ADM | $120,344 | F |
| BALANCED INDEX FUND ADM | $204,001 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $530,844 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $903,983 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $57,505 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $57,505 | RevenueNotReportedAmt |
| Revenue Subtotal | $846,478 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $846,478 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $862,620 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $862,620 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $862,620 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| NORTH TEXAS AREA UNITED WAY | |||||||
| PO BOX 660 | WICHITA FALLS | TX | 76307 | 750950126 | 501(C)(3) | $5,940 | LOW-INCOME FAMILY SAVINGS INCENTIVES |
| WEST TX FOUNDATION INC | |||||||
| PO BOX 21117 | WACO | TX | 76702 | 746054628 | 501(C)(3) | $39,083 | INDUSTRIAL DISASTER RECOVERY ASSISTANCE |
| SOUTHERN CAMERON COUNTY UNITED WAY | |||||||
| 634 E LEVEE ST | BROWNSVILLE | TX | 78520 | 741241385 | 501(C)(3) | $7,070 | LOW-INCOME FAMILY SAVINGS INCENTIVES, LOW-INCOME TAX PLANNING ASSISTANCE, IMPROVING FINANCIAL LITERACY FOR RURUAL RESIDENTS |
| UNITED WAY OF METRO TARRANT COUNTY | |||||||
| PO BOX 4448 | FORT WORTH | TX | 761640448 | 750858360 | 501(C)(3) | $8,890 | LOW-INCOME FAMILY SAVINGS INCENTIVES, LOW-INCOME TAX PLANNING ASSISTANCE, STUDENT MENTORING AND NONPROFIT EDUCATION |
| NACOGDOCHES COUNTY UNITED WAY | |||||||
| P O BOX 630772 | NACOGDOCHES | TX | 759630772 | 751299909 | 501(C)(3) | $5,000 | STUDENT MENTORING AND NONPROFIT EDUCATION, IMPROVING FINANCIAL LITERACY FOR RURUAL RESIDENTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION WILL WORK WITH THE BOARD TO GET VOLUNTEERS TO WORK ON THE GRANT COMMITTEE. THIS COMMITTEE REVIEWS THE GRANT PROPOSALS AND SENDS A RSP AND EVALUATION FORM TO THE APPLICANTS. THE COMMITTEE WILL SCORE EACH APPLICANT BASED ON THE PAPERWORK RECEIVED AND MEET TO DISCUSS THE SCORES. APPLICANTS ARE SCORED ACCORDING TO EACH GRANT'S CRITERIA. EACH GRANTEE WHO RECEIVES FUNDING MUST FOLLOW UP WITH THE ORGANIZATION WITH PROPER DOCUMENTATION ON HOW THEY USED THE FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN R JOHNSON | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $131,026 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $2,625 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $14,157 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $11,124 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $12,398 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $171,330 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | KAREN JOHNSON HAS A $2,500 DISCRETIONARY SPENDING ACCOUNT OF WHICH SHE SPENT $870.54. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | REVISED BYLAWS WERE ADOPTED BY THE BOARD OF DIRECTORS ON OCTOBER 25, 2013. THIS MINOR REVISION NOW ALLOWS COMMITTEE CHAIRS TO SEEK ADVISORY MEMBERS WITH FULL VOTING RIGHTS AS NECESSARY TO FURTHER THE AFFIARS OF THE CORPORATION. |
| 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. |
Comments