2011-08-05T16:23:03-05:00 2010-12-31 ATCHLEY & ASSOCIATES LLP 6850 AUSTIN CENTER BLVD STE 180 AUSTIN TX 787313129 990 2010-01-01 741618608 UNITED WAYS OF TEXAS INC UNIT 5124786601 1122 COLORADO NO 102 AUSTIN TX 78701 KAREN R JOHNSON 5124786601 2011-08-05 1 KAREN E ATCHLEY 5123462086 2010 2016-02-24 21:20:13Z KAREN R JOHNSON 1122 COLORADO NO 102 AUSTIN TX 78701 1288012 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. 19 19 5 19 0 0 1175222 877186 195948 218235 26090 15652 0 0 1397260 1111073 148750 194280 0 0 709858 612318 0 0 14016 373667 304589 1232275 1111187 164985 -114 978895 1016925 310769 318830 668126 698095 X STATEWIDE LEADERSHIP THAT MEASURABLY IMPROVES TEXAS COMMUNITIES AS PLACES TO LIVE AND DO BUSINESS. 1 1 190348 189600 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 9.85 MILLION DOLLARS IN 2010. ADDITIONALLY, THE SECC HAS GROWN TO PROVIDE STATE AND HIGHER EDUCATION EMPLOYEES AN OPPORTUNITY TO GIVE TO MORE THAN 500 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. 125000 73500 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. IN 2010 UWT CONCENTRATED ITS EFFORTS ON CONVENING STAKEHOLDERS TO DRAFT A COMMON AGENDA FOR IMPROVING PRE-KINDERGARTEN QUALITY AND ACCESS. THE PURPOSE OF THESE EFFORTS WERE TO ASSIST IN SECURING POLICY CHANGES DESIGNED TO EXPAND TEXAS PRE-KINDERGARTEN ELIGIBILITY REQUIREMENTS AND IMPROVE THE QUALITY OF THE STATE'S PRE-KINDERGARTEN PROGRAMS 86000 77600 UNITED WAYS OF TEXAS (UWT) PARTNERED WITH THE COLLEGE FOR ALL TEXANS FOUNDATION TO GROW THE NUMBER OF SATELLITE GO CENTERS THROUGHOUT TEXAS - PARTICULARLY IN THE RURAL AREAS. SATELLITE GO CENTERS ARE LOCATED IN NON-EDUCATIONAL SETTINGS SUCH AS PUBLIC LIBRARIES, LOCAL WORKFORCE CENTERS, OR COMMUNITY CENTERS. THESE GO CENTERS PROVIDE STUDENTS WITH ACCESS TO INFORMATION ABOUT HIGHER EDUCATION, WHILE ALSO REACHING OUT TO THOSE WHO MAY NOT HAVE PREVIOUSLY CONSIDERED CONTINUING THEIR EDUCATION BEYOND HIGH SCHOOL. MORE THAN A CLEARINGHOUSE OF INFORMATION, THEY ARE CENTERS OF ENERGY AROUND WHICH LOCAL RESIDENTS, STUDENTS, PARENTS, AND EDUCATORS CAN EXPLORE NEW AND EXCITING OPTIONS FOR THE FUTURE. 81085 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. 35130 UNITED WAYS OF TEXAS RECEIVED FUNDING FROM THE BOONE FAMILY FOUNDATION IN ORDER TO RESEARCH AND DEVELOP A REPORT OF POLITICALLY VIABLE AND FREE OR NO-COST LEGISLATION. MANY ADVOCACY ORGANIZATIONS THROUGHOUT THE COUNTRY ARE RESPONDING TO BUDGET SHORTFALLS WITHIN THEIR STATES AND THIS REPORT IS IN DIRECT RESPONSE TO THOSE STRUGGLES AND CONCERNS. THIS REPORT WILL ENABLE ORGANIZATIONS TO MOVE THE NEEDLE ON POLICY CHANGE DURING CHALLENGING POLITICAL TIMES. UNITED WAYS OF TEXAS WILL FINALIZE AND DISTRIBUTE THE REPORT UPON THE COMPLETION OF THE 82ND TEXAS LEGISLATURE. 27500 24500 THROUGH A FUNDING PARTNERSHIP WITH UNITED WAY WORLDWIDE AND BANK OF AMERICA, UNITED WAYS OF TEXAS WORKED WITH NINE UNITED WAYS STATEWIDE IN 2010 TO CONDUCT OUTREACH AND PROMOTION FOR THE EARNED INCOME TAX CREDIT (EITC) IN CONJUNCTION WITH VOLUNTEER INCOME TAX ASSISTANCE (VITA) SITES. IN THE 2010 PROJECT, PARTICIPATING VITA SITES ASSISTED LOWER-INCOME INDIVIDUALS AND FAMILIES IN FILING 5,336 TAX RETURNS TO CLAIM $7,486,161 IN TOTAL REFUNDS, OF WHICH $2,795,706 WERE EITC-RELATED REFUNDS. 392699 25005 ALL OTHER PROGRAM EXPENSES DIRECTLY SUPPORT THE ORGANIZATION'S MISSION IN EDUCATION, INCOME AND HEALTH. 536414 24500 25005 937762 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 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 17 0 5 1 0 0 0 0 0 0 0 0 0 0 X 19 19 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 1122 COLORADO SUITE 102 AUSTIN TX 78701 JIM HINE 1.50 X X 0 0 0 PHILIP HURLEY 1.50 X X 0 0 0 BILL O'BRIEN 1.50 X X 0 0 0 J SCOTT WILSON 1.50 X X 0 0 0 TRACI WICKETT 1.50 X X 0 0 0 CLIFFORD W GRIMES 1.50 X X 0 0 0 FRANK CASTELLANOS 1.50 X 0 0 0 ANNA BABIN 1.50 X 0 0 0 CAROL HEBERT 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 KAREN R JOHNSON 40.00 X 162308 0 23685 NANCY THORNTON 40.00 X 79447 0 17070 ROXANNE JONES 40.00 X 95340 0 14750 JASON SABO 30.00 X 78419 0 16919 337095 0 55505 1 0 1 0 0 520851 356335 877186 STATE EMPLOYEE CHARITA 900099 186900 186900 PROFESSIONAL SERVICES 900099 27705 27705 CONFERENCE 900099 3630 3630 218235 13301 13301 179290 176939 2351 2351 2351 1111073 214605 0 19282 194280 194280 392600 296179 86513 9908 122990 122990 10305 10305 54668 46840 6939 889 31755 26216 4947 592 10985 10985 700 700 58335 44689 13646 4539 4454 85 55579 45614 8931 1034 60526 48277 12249 37032 28380 8150 502 17762 14578 2854 330 2803 400 2403 EQUIPMENT MAINTENANCE & 22013 18067 3537 409 TELEPHONE 13247 10872 2129 246 BAD DEBT 6027 6027 SUPPLIES 4534 2836 1698 SUBSCRIPTIONS & PUBLICA 4394 3653 741 6113 1420 4587 106 1111187 937762 159409 14016 82906 58409 20980 183043 267000 94000 196119 214929 3836 9770 142560 111880 25772 30680 188473 83874 193809 342220 978895 1016925 21906 32604 5000 288863 281226 310769 318830 X 293293 345048 374833 353047 668126 698095 978895 1016925 X -114 30083 X 0 1 1 X 0 X 711183 2063266 1077716 1175222 877186 5904573 80894 39950 343730 195948 218235 878757 792077 2103216 1421446 1371170 1095421 6783330 0 333640 92094 88913 514647 333640 92094 88913 514647 6268683 18227 28751 18988 24090 13301 103357 18227 28751 18988 24090 13301 103357 438 299 737 810742 2132266 1440434 1395260 1108722 6887424 0.91020 0.93000 0.01500 0.01280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3633 20614 24247 1086940 1111187 186119 46530 0 0 226763 231765 198228 186119 842875 1264313 93474 18100 22651 24247 158472 56691 57941 49557 46530 210719 316079 1304 1465 1903 3633 8305 10959 10593 366 99875 74644 25231 31726 26643 5083 30680 TOTAL STOCK MKT IDX ADM 200617 F VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL 141603 F 342220 1111073 1111187 -114 30083 30083 29969 1141156 30083 30083 1111073 0 1111073 1111187 0 1111187 0 1111187 1 CHILDREN'S DEFENSE FUND 316 WEST 12TH STREET SUITE 105 AUSTIN TX 78701 263567004 501(C)(3) 73500 GENERAL SUPPORT AB CHRISTIAN LEARNING CENTER P O BOX 51078 FORT WORTH TX 76054 270141151 501(C)(3) 6700 GENERAL SUPPORT COLEMAN PUBLIC LIBRARY 402 COMMERCIAL AVENUE COLEMAN TX 76834 756000495 501(C)(3) 6000 GENERAL SUPPORT FRIENDSHIP ROCK BAPTIST CHURCH PO BOX 60700 FORT WORTH TX 76115 751639753 501(C)(3) 40000 GENERAL SUPPORT NEW RISING STAR BAPTIST CHURCH 5000 WICHITA STREET FORT WORTH TX 76119 752949654 501(C)(3) 6000 GENERAL SUPPORT THE BRIDGE OF LUBBOCK P O BOX 667 LUBBOCK TX 79408 752968710 501(C)(3) 6900 GENERAL SUPPORT 6 0 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 161258 0 1050 0 0 0 13089 0 10596 0 185993 0 0 0 PART I, LINE 1A KAREN JOHNSON HAS A $5,000 DISCRETIONARY SPENDING ACCOUNT OF WHICH SHE ONLY SPENT $660.00. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 THE BOONE FAMILY FOUNDATION FUNDED A PROJECT IN 2010 TO RESEARCH AND DEVELOP A REPORT OF POLITICALLY VIABLE AND FREE OR NO-COST LEGISLATION. UWT PARTNERED WITH COLLEGE FOR ALL TEXANS IN 2010 TO GROW THE NUMBER OF SATELLITE GO CENTERS THROUGHOUT TEXAS. CHANGES IN PROGRAM SERVICES FORM 990, PART III, LINE 3 FUNDING ENDED IN 2009 FOR THE RURAL TEXAS FINANCIAL EDUCATION PROJECT TO IMPROVE FINANCIAL LITERACY (RTFEP) AND FOR THE BUSINESS LEADER SUMMIT TO ADVANCE POLICY REFORMS FOR CHILDREN (PAES). 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 GAINS ON INVESTMENTS: 30,083.