2014-06-02T16:22:36-05:00 2013-12-31 742920819 ATCHLEY & ASSOCIATES LLP 6850 AUSTIN CENTER BLVD STE 180 AUSTIN TX 787313129 990 2013-01-01 741618608 UNITED WAYS OF TEXAS INC UNIT 5126511149 812 SAN ANTONIO STREET NO 101 AUSTIN TX 78701 ADRIANNA CUELLAR ROJAS PRESIDENT/CEO 5126511149 2014-05-30 1 KAREN E ATCHLEY P00238005 5123462086 2013 2015-11-30 17:44:51Z X ADRIANNA CUELLAR ROJAS 812 SAN ANTONIO STREET NO 101 AUSTIN TX 78701 1271328 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 5 0 0 0 622257 639837 193424 184252 20178 16462 6928 5927 842787 846478 29775 98193 0 0 562383 535450 0 0 12641 208648 228977 800806 862620 41981 -16142 1051840 987639 454928 349364 596912 638275 X STATEWIDE LEADERSHIP THAT MEASURABLY IMPROVES TEXAS COMMUNITIES AS PLACES TO LIVE AND DO BUSINESS. 0 0 171055 0 177274 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. 25000 0 0 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. 25000 0 0 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. 20000 20000 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. 13610 17275 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. 10000 10000 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. 397753 50918 11610 MISCELLANEOUS: ADDITIONAL VARIOUS PROGRAMS EXPENSES SUPPORTING THE ORGANIZATION'S MISSION IN EDUCATION, INCOME & HEALTH. 441363 98193 11610 662418 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 27 0 5 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 1 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X NANCY R THORNTON 5126511149 812 SAN ANTONIO STREET STE 101 AUSTIN TX 78701 SCOTT WILSON PAST CHAIR 1.50 X X 0 0 0 MARK WILLIAMS CHAIR-ELECT, SECRETARY 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 1.50 X X 0 0 0 EDDIE ALDRETE BOARD MEMBER 1.50 X 0 0 0 JOE ARABIE BOARD MEMBER 1.50 X 0 0 0 GLENN COCHRAN BOARD MEMBER 1.50 X 0 0 0 TIM MCKINNEY BOARD MEMBER 1.50 X 0 0 0 DR AUBREY SHARPE BOARD MEMBER 1.50 X 0 0 0 KIMBERLY BOWERS 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 DONNA MAHURIN BOARD MEMBER 1.50 X 0 0 0 KAREN R JOHNSON PRESIDENT 40.00 X 147808 0 23522 ROXANNE JONES SR.VP OF OPERATIONS 40.00 X 99338 0 16272 NANCY THORNTON VP OF FINANCE & ADMIN. 40.00 X 79835 0 19114 326981 0 58908 1 0 1 0 0 519080 120757 639837 STATE EMPLOYEE CHARITA 900099 177274 177274 PROFESSIONAL SERVICES 900099 5683 5683 CONFERENCE 900099 1295 1295 184252 12423 12423 428889 424850 4039 4039 4039 MISCELLANEOUS 900099 5927 5927 5927 846478 188884 0 17757 98193 98193 370696 271686 92956 6054 87865 87865 20745 16669 3618 458 26523 18023 4794 3706 29621 23087 5936 598 12958 6688 6270 27150 14013 13137 58319 30100 28219 960 960 18730 14599 3753 378 25787 21071 4195 521 34003 23311 10494 198 6949 5416 1393 140 3005 400 2605 EQUIPMENT MAINTENANCE & 15529 12103 3112 314 TELEPHONE 11261 8915 2131 215 SUBSCRIPTIONS & PUBLICA 4809 4709 100 SUPPLIES 3773 2398 1347 28 5744 3172 2541 31 862620 662418 187561 12641 129448 106728 203517 108215 30000 187543 195855 4589 4597 94577 76889 17715 17688 50474 21993 428554 530844 0 1719 1051840 987639 45598 23089 137773 45810 271557 280465 454928 349364 X 434801 513774 162111 124501 596912 638275 1051840 987639 -16142 57505 0 X 0 1 X 1 0 X 1175222 877186 638496 622257 639837 3952998 195948 218235 218449 196952 188884 1018468 1371170 1095421 856945 819209 828721 4971466 0 92094 88913 181007 92094 88913 181007 4790459 24090 13301 9514 11753 12423 71081 24090 13301 9514 11753 12423 71081 2780 3400 1295 7475 1395260 1108722 869239 834362 842439 5050022 0.94860 0.88560 0.01410 0.01370 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: CONFERENCE - 2011 AMOUNT: $ 2,780. 2012 AMOUNT: $ 3,400. 2013 AMOUNT: $ 1,295. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2431 34652 37083 825537 862620 154393 38598 0 0 186119 179123 145121 154393 664756 997134 24247 66661 23232 37083 151223 46530 44781 36280 38598 166189 249284 3633 13120 4139 2431 23323 63367 45679 17688 31210 31210 0 17688 TOTAL STOCK MKT IDX ADM 77875 F VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL 65126 F LARGE-CAP INDEX FUND ADM 63498 F WELLESLEY INCOME FUND ADM 120344 F BALANCED INDEX FUND ADM 204001 F 530844 X 903983 57505 57505 846478 0 846478 862620 0 862620 0 862620 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. 1 NORTH TEXAS AREA UNITED WAY PO BOX 660 WICHITA FALLS TX 76307 750950126 501(C)(3) 5940 LOW-INCOME FAMILY SAVINGS INCENTIVES WEST TX FOUNDATION INC PO BOX 21117 WACO TX 76702 746054628 501(C)(3) 39083 INDUSTRIAL DISASTER RECOVERY ASSISTANCE SOUTHERN CAMERON COUNTY UNITED WAY 634 E LEVEE ST BROWNSVILLE TX 78520 741241385 501(C)(3) 7070 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) 8890 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) 5000 STUDENT MENTORING AND NONPROFIT EDUCATION, IMPROVING FINANCIAL LITERACY FOR RURUAL RESIDENTS 5 PART I, LINE 2: 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. X 1 1 X X X 0 0 0 0 0 0 0 0 0 KAREN R JOHNSON PRESIDENT 131026 0 2625 0 14157 0 11124 0 12398 0 171330 0 0 0 PART I, LINE 1A KAREN JOHNSON HAS A $2,500 DISCRETIONARY SPENDING ACCOUNT OF WHICH SHE SPENT $870.54. 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.