2013-09-04T11:25:15-05:00 2012-12-31 742920819 ATCHLEY & ASSOCIATES LLP 6850 AUSTIN CENTER BLVD STE 180 AUSTIN TX 787313129 990 2012-01-01 741618608 UNITED WAYS OF TEXAS INC UNIT 5124786601 701 BRAZOS ST NO 500 AUSTIN TX 78701 KAREN R JOHNSON 5124786601 2013-09-03 1 KAREN E ATCHLEY P00238005 5123462086 2012 2016-02-24 21:20:13Z KAREN R JOHNSON 701 BRAZOS ST NO 500 AUSTIN TX 78701 978168 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. 22 22 6 0 0 0 638496 622257 208846 193424 11407 20178 12383 6928 871132 842787 76785 29775 0 0 628729 562383 0 0 14375 335717 208648 1041231 800806 -170099 41981 1031982 1051840 513222 454928 518760 596912 X STATEWIDE LEADERSHIP THAT MEASURABLY IMPROVES TEXAS COMMUNITIES AS PLACES TO LIVE AND DO BUSINESS. 1 0 177229 181999 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 9.485 MILLION DOLLARS IN 2012. 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 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 2012 TO CONDUCT OUTREACH AND PROMOTION FOR THE EARNED INCOME TAX CREDIT (EITC) IN CONJUNCTION WITH VOLUNTEER INCOME TAX ASSISTANCE (VITA) SITES. IN THE 2012 PROJECT, PARTICIPATING VITA SITES ASSISTED LOWER-INCOME INDIVIDUALS AND FAMILIES IN FILING NEARLY 8,000 TAX RETURNS TO CLAIM $10,553,560 IN TOTAL REFUNDS, OF WHICH $3,672,036 WERE EITC-RELATED REFUNDS. 25000 22000 GLAXOSMITHKLINE: UNITED WAYS OF TEXAS (UWT) HOSTED A ONE-DAY TRAINING PROVIDING ATTENDEES WITH EFFECTIVE STRATEGIES FOR ADVOCATING FOR HEALTH CARE. ATTENDEES WERE PROVIDED DETAILED UPDATES ON MEDICAID AND FEDERAL HEALTH CARE AS WELL AS THE OPPORTUNITY TO HEAR FROM A PANEL OF EXPERTS ON THE OUTLOOK OF HEALTH CARE FOR 2013. ATTENDEES WALKED AWAY WITH A BETTER UNDERSTANDING OF THE IMPLEMENTATION TIMELINES, THE PHASING OF NEW REGULATIONS AND THE IMPACTS ON EXISTING HEALTH CARE STRUCTURES. 409767 7775 14953 OPPORTUNITY TEXAS/RAISE TEXAS: WITH FUNDING AND PARTNERSHIP FROM OPPORTUNITY TEXAS, UWT WORKED WITH ELEVEN LOCAL UNITED WAYS IN 2012 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 2012, 250 TAX FILERS PURCHASED SAVINGS VEHICLES THROUGH THE PROGRAM, THE MAJORITY OF THESE WERE INCREASING THEIR FINANCIAL STABILITY BY SAVING FOR THE FIRST TIME. 409767 7775 14953 636996 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 25 0 6 1 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X NANCY R THORNTON 5124786601 701 BRAZOS ST SUITE 500 AUSTIN TX 78701 SCOTT WILSON 1.50 X X 0 0 0 MARK WILLIAMS 1.50 X X 0 0 0 BILL O'BRIEN 1.50 X X 0 0 0 DEBRA VON STORCH 1.50 X X 0 0 0 JIM HINE 1.50 X X 0 0 0 CLIFFORD W GRIMES 1.50 X X 0 0 0 ANNA BABIN 1.50 X 0 0 0 EDDIE ALDRETE 1.50 X 0 0 0 JOE ARABIE 1.50 X 0 0 0 GLENN COCHRAN 1.50 X 0 0 0 STEPHANIE CONE 1.50 X 0 0 0 JUDGE WOODY GOSSOM JR 1.50 X 0 0 0 DR RAYMOND HAWKINS 1.50 X 0 0 0 STEVE HOWARD 1.50 X 0 0 0 TIM MCKINNEY 1.50 X 0 0 0 DIANA PHILLIPS 1.50 X 0 0 0 DR AUBREY SHARPE 1.50 X 0 0 0 KIMBERLY BOWERS 1.50 X 0 0 0 CHRIS FORSYTHE 1.50 X 0 0 0 SID KESWANI 1.50 X 0 0 0 GAY LEE ASHCRAFT 1.50 X 0 0 0 VICTOR ELMORE 1.50 X 0 0 0 KAREN R JOHNSON 40.00 X 172354 0 16966 ROXANNE JONES 40.00 X 98747 0 11170 NANCY THORNTON 40.00 X 82061 0 14344 353162 0 42480 1 0 1 0 0 503047 119210 622257 STATE EMPLOYEE CHARITA 900099 181999 181999 PROFESSIONAL SERVICES 900099 8025 8025 CONFERENCE 900099 3400 3400 193424 11753 11753 138806 5000 135381 0 3425 5000 8425 8425 MISCELLANEOUS 900099 6928 6928 6928 842787 196952 0 23578 29775 29775 395645 300077 85003 10565 86304 86304 22380 18397 3558 425 35838 28166 6995 677 22216 17806 3930 480 12195 9563 2632 12719 9974 2745 39869 31264 8605 1143 1045 98 18178 14569 3216 393 30920 23142 7267 511 40377 29954 9822 601 3139 2516 555 68 2802 400 2402 EQUIPMENT MAINTENANCE & 18602 14909 3291 402 TELEPHONE 11860 10112 1558 190 SUPPLIES 5463 4930 475 58 SUBSCRIPTIONS & PUBLICA 4626 3348 1278 6755 745 6005 5 800806 636996 149435 14375 62237 129448 246792 203517 35000 30000 187476 187543 4542 4589 87655 69940 17914 17715 70516 50474 407505 428554 0 1031982 1051840 44411 45598 192463 137773 276348 271557 513222 454928 X 388820 434801 129940 162111 518760 596912 1031982 1051840 41981 36171 0 X 0 1 X 1 0 X 1077716 1175222 877186 638496 622257 4390877 343730 195948 218235 218449 196952 1173314 1421446 1371170 1095421 856945 819209 5564191 333640 92094 88913 514647 47591 47591 333640 92094 88913 47591 562238 5001953 18988 24090 13301 9514 11753 77646 18988 24090 13301 9514 11753 77646 2780 3400 6180 1440434 1395260 1108722 869239 834362 5648017 0.88560 0.91180 0.01370 0.01360 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: CONFERENCE - 2011 AMOUNT: $ 2,780. 2012 AMOUNT: $ 3,400. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4139 19093 23232 777574 800806 145121 36280 0 0 198228 186119 179123 145121 708591 1062887 22651 24247 66661 23232 136791 49557 46530 44781 36280 177148 265722 1903 3633 13120 4139 22795 56445 38730 17715 31210 31210 0 17715 TOTAL STOCK MKT IDX ADM 214711 F VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL 72987 F INTER-TERM BOND INDEX ADM 140856 F 428554 X 878958 36171 36171 842787 0 842787 800806 0 800806 0 800806 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 169754 0 2100 0 500 0 5248 0 11718 0 189320 0 0 0 PART I, LINE 1A KAREN JOHNSON HAS A $2,500 DISCRETIONARY SPENDING ACCOUNT OF WHICH SHE OVERSPENT BY $322.95. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 SIGNIFICANT PROGRAM SERVICES UNDERTAKEN IN 2012 INCLUDE THE GLAXOSMITHKLINE ONE-DAY TRAINING PROGRAM AS LISTED ON PAGE 2, PART 3, LINE 4C. 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 AND UPON WRITTEN REQUEST.