2012-09-06T12:53:04-05:00 2011-12-31 742920819 ATCHLEY & ASSOCIATES LLP 6850 AUSTIN CENTER BLVD STE 180 AUSTIN TX 787313129 990 2011-01-01 741618608 UNITED WAYS OF TEXAS INC UNIT 5124786601 701 BRAZOS ST NO 500 AUSTIN TX 78701 KAREN R JOHNSON 5124786601 2012-09-05 1 KAREN E ATCHLEY P00238005 5123462086 2011 2016-02-24 21:20:13Z X KAREN R JOHNSON 701 BRAZOS ST NO 500 AUSTIN TX 78701 871132 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. 21 21 5 0 0 0 877186 638496 218235 208846 15652 11407 0 12383 1111073 871132 194280 76785 0 0 612318 628729 0 0 15731 304589 335717 1111187 1041231 -114 -170099 1016925 1031982 318830 513222 698095 518760 X STATEWIDE LEADERSHIP THAT MEASURABLY IMPROVES TEXAS COMMUNITIES AS PLACES TO LIVE AND DO BUSINESS. 1 0 189879 192085 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 9.35 MILLION DOLLARS IN 2011. 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. 139729 4729 THROUGH A FUNDING PARTNERSHIP WITH UNITED WAY WORLDWIDE AND THE BILL AND MELINDA GATES FOUNDATION, UNITED WAYS OF TEXAS WORKED TO PROVIDE TARGETED TECHNICAL ASSISTANCE TO STATE AND LOCAL UNITED WAYS TO ADVANCE THEIR WORK ON IMPROVING TEACHER EFFECTIVENESS. UNITED WAYS OF TEXAS WORKED TO PROVIDE COMMUNITY-BASED ENGAGEMENT STRATEGIES AND PROVIDE ASSISTANCE AND EXPERTISE IN MANAGING THE PROJECT. 72500 11500 UNITED WAYS OF TEXAS (UWT) PARTNERS WITH PRE-K NOW AND THE PEW CENTER ON THE STATES TO EXPAND ACCESS TO VOLUNTARY, HIGH QUALITY PRE-KINDERGARTEN. UWT AND ITS NETWORK OF LOCAL UNITED WAYS USE TRADITIONAL AND HIGH TECH MEASURES TO ENSURE THAT TEXANS ARE FULLY AWARE OF THE SOCIAL, EDUCATIONAL, AND ECONOMIC BENEFITS OF HIGH QUALITY PRE-KINDERGARTEN. UWT FOCUSES ON IMPROVING THE QUALITY OF THE TEXAS PRE-KINDERGARTEN BY PROMOTING POLICIES THAT BENEFIT BOTH CHILDREN AND TAXPAYERS. USING THE BEST AVAILABLE RESEARCH ON IMPROVING CHILD OUTCOMES AND ON THE COSTS AND BENEFITS OF HIGH QUALITY PRE-KINDERGARTEN, UWT HAS GARNERED BROAD AND DIVERSE SUPPORT FOR HIGH QUALITY PRE-KINDERGARTEN.UWT CONTINUED ITS EFFORTS TO BUILD SUPPORT FOR PRE-KINDERGARTEN IN 2011. EFFORTS SPECIFICALLY FOCUSED ON EDUCATING TEXANS ABOUT THE POSSIBILITY AND THEN THE IMPACT OF STATE BUDGET CUTS. FOLLOWING THE 2011 TEXAS LEGISLATURE, UWT ALSO SURVEYED MORE THAN 700 SPANISH-SPEAKING PARENTS ABOUT THE POTENTIAL IMPACT OF CUTS TO PRE-KINDERGARTEN TO THEIR CHILDREN'S EDUCATIONS AND THEIR OWN EMPLOYABILITY. 32500 29000 THROUGH A FUNDING PARTNERSHIP WITH UNITED WAY WORLDWIDE AND BANK OF AMERICA, UNITED WAYS OF TEXAS WORKED WITH 13 UNITED WAYS AND COMMUNITY PARTNERS STATEWIDE IN 2011 TO CONDUCT OUTREACH AND PROMOTION FOR THE EARNED INCOME TAX CREDIT (EITC) IN CONJUNCTION WITH VOLUNTEER INCOME TAX ASSISTANCE (VITA) SITES. IN THE 2011 PROJECT, PARTICIPATING VITA SITES ASSISTED LOWER-INCOME INDIVIDUALS AND FAMILIES IN FILING 47796 TAX RETURNS TO CLAIM $88,054,414 IN TOTAL REFUNDS, OF WHICH $35,278,690 WERE EITC-RELATED REFUNDS. 25000 THE MEADOWS FOUNDATION PROVIDED SUPPORT TO UNITED WAYS OF TEXAS TO ENSURE THAT LOCAL UNITED WAYS AND THEIR COMMUNITY PARTNERS HAD TIMELY INFORMATION DURING THE 82ND TEXAS LEGISLATURE. UWT PROVIDED UPDATES ON LEGISLATION, COMMITTEE HEARINGS, AND THE PROGRESS OF THE LEGISLATIVE SESSION. UWT ALSO CONDUCTED TRAININGS THROUGHOUT TEXAS FOR NONPROFITS AND OTHERS INTERESTED IN THE TEXAS LEGISLATURE AND SPECIFICALLY THE 82ND TEXAS LEGISLATURE. 376881 36285 21635 ALL OTHER PROGRAM EXPENSES DIRECTLY SUPPORT THE ORGANIZATION'S MISSION IN EDUCATION, INCOME AND HEALTH. 434381 65285 21635 836489 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 0 1 20 0 5 1 0 0 0 0 0 0 0 0 0 0 X 21 21 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 PHIL HURLEY 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 CHRIS FORSYTHE 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 DEBORAH VON STORCH 1.50 X 0 0 0 SID KESWANI 1.50 X 0 0 0 KAREN R JOHNSON 40.00 X 169353 0 13005 ROXANNE JONES 40.00 X 98026 0 10724 NANCY THORNTON 40.00 X 78643 0 10378 346022 0 34107 1 0 1 0 0 514725 123771 638496 STATE EMPLOYEE CHARITA 900099 192085 192085 PROFESSIONAL SERVICES 900099 13981 13981 CONFERENCE 900099 2780 2780 208846 9514 9514 1893 0 1893 1893 1893 MISCELLANEOUS 900099 12383 12383 12383 871132 218449 0 14187 76785 76785 380129 294356 85773 122825 122825 26724 22539 3664 521 75188 57419 9883 7886 23863 19613 3918 332 11610 11610 2960 2960 70123 29318 39405 1400 12359 12359 47621 39140 7819 662 46257 36730 7622 1905 39743 28105 9604 2034 13999 11505 2299 195 2752 400 2352 BAD DEBT 28744 28744 EQUIPMENT MAINTENANCE & 26004 21373 4270 361 TELEPHONE 13281 10915 2181 185 SUPPLIES 4998 2390 2608 15266 7403 7613 250 1041231 836489 189011 15731 58409 62237 183043 246792 94000 35000 214929 187476 9770 4542 84715 66801 30680 17914 83874 70516 342220 407505 1016925 1031982 32604 44411 5000 192463 281226 276348 318830 513222 X 345048 388820 353047 129940 698095 518760 1016925 1031982 X -170099 -9236 X 0 1 1 X 0 X 2063266 1077716 1175222 877186 638496 5831886 39950 343730 195948 218235 218449 1016312 2103216 1421446 1371170 1095421 856945 6848198 0 333640 92094 88913 514647 333640 92094 88913 514647 6333551 28751 18988 24090 13301 9514 94644 28751 18988 24090 13301 9514 94644 299 2780 3079 2132266 1440434 1395260 1108722 869239 6945921 0.91180 0.91020 0.01360 0.01500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13120 53541 66661 974570 1041231 179123 44781 0 0 231765 198228 186119 179123 795235 1192853 18100 22651 24247 66661 131659 57941 49557 46530 44781 198809 298214 1465 1903 3633 13120 20121 53505 35591 17914 31210 31210 0 17914 TOTAL STOCK MKT IDX ADM 215881 F VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL 69394 F INTER-TERM BOND INDEX ADM 122230 F 407505 871132 1041231 -170099 -9236 -9236 -179335 861896 -9236 -9236 871132 0 871132 1041231 0 1041231 0 1041231 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 FRIENDSHIP ROCK BAPTIST CHURCH PO BOX 60700 FORT WORTH TX 76115 751639753 501(C)(3) 7540 GENERAL SUPPORT 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 167283 0 1575 0 495 0 5222 0 7783 0 182358 0 0 0 PART I, LINE 1A KAREN JOHNSON HAS A $5,000 DISCRETIONARY SPENDING ACCOUNT OF WHICH SHE ONLY SPENT $3,513.52. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 THE MEADOWS FOUNDATION PROVIDED SUPPORT TO UNITED WAYS OF TEXAS TO ENSURE THAT LOCAL UNITED WAYS AND THEIR COMMUNITY PARTNERS HAD TIMELY INFORMATION DURING THE 82ND TEXAS LEGISLATURE. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -9,236.