2024-10-25T14:00:55-05:00 2023-12-31 741130599 PATTILLO BROWN & HILL LLP P O BOX 20725 WACO TX 767020725 990 2023-01-01 741189027 UNITED WAY OF WACO-MCLENNAN COUNTY UNIT 2547522753 1227 N VALLEY MILLS DR STE 239 WACO TX 76710 WENDY ELLIS CEO 2547522753 2024-10-04 1 0 SHARON M HERWALD CPA P00079864 2547724901 2023 2024-10-15 13:58:12Z WENDY ELLIS 1227 N VALLEY MILLS DR STE 239 WACO TX 76710 1199798 0 X HTTPS://WWW.UNITEDWAYWACO.ORG/ X 1952 TX UNITED WAY OF WACO-MCLENNAN COUNTY STRENGTHENS THE COMMUNITY BY MOBILIZING RESOURCES TO MEASURABLY IMPROVE LIVES. 15 15 6 145 0 0 1020533 1188543 0 0 1889 7471 2457 3784 1024879 1199798 600000 1000000 0 0 436077 362079 0 0 137299 219396 228847 1255473 1590926 -230594 -391128 1279246 1520056 454713 1086651 824533 433405 UNITED WAY OF WACO-MCLENNAN COUNTY STRENGTHENS THE COMMUNITY BY MOBILIZING RESOURCES TO MEASURABLY IMPROVE LIVES. 0 0 1074940 1000000 DISTRIBUTIONS TO LOCAL AGENCIES:WE FUND GRANTS TO AFFECT EQUITABLE, SYSTEMIC CHANGE IN EDUCATION, HEALTH, FINANCIAL STABILITY, AND SAFETY NET SERVICES, SO THAT ALL PEOPLE ACHIEVE THEIR FULL POTENTIAL. 86031 CHILD WELL BEING:UNDER THE LEADERSHIP OF UNITED WAY OF WACO-MCLENNAN COUNTY AND LOCAL RESIDENTS, WE WORK TOGETHER TO UNDERSTAND THE NEEDS OF AREA CHILDREN AND FAMILIES, CREATE COMMUNITY SOLUTIONS, AND TAKE ACTION. 1160971 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 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 1 1 0 0 0 1 7 0 1 6 1 0 0 0 0 0 1 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X THE ORGANIZATION 2547522753 1227 N VALLEY MILLS DR STE 239 WACO TX 76710 TAMMY RICHARDS CHAIR 2.50 X X 0 0 0 J TANNER MOORE VICE CHAIR/RES DEV CHAIR 2.50 X X 0 0 0 J T CARPENTER SEC/GOVERNANCE CHAIR 2.50 X X 0 0 0 REAGAN FITZ-GERALD TREASURER/FINANCE CHAIR 2.50 X X 0 0 0 DR ILIANA NEUMANN COM IMPACT CHAIR 2.50 X X 0 0 0 MITCHELL HORNER DIRECTOR 1.00 X 0 0 0 BETTY BAUER DIRECTOR 1.00 X 0 0 0 HECTOR SABIDO DIRECTOR 1.00 X 0 0 0 EDWARD LOVE DIRECTOR 1.00 X 0 0 0 TAMMIE BOWMAN DIRECTOR 1.00 X 0 0 0 KRISTINA CAMPOS-DAVIS DIRECTOR 1.00 X 0 0 0 DEIDRA EMERSON DIRECTOR 1.00 X 0 0 0 BRANDON GUERRA DIRECTOR 1.00 X 0 0 0 TRACY GUILLORY DIRECTOR 1.00 X 0 0 0 PAULA SOLANO DIRECTOR 1.00 X 0 0 0 ORLANDO RODRIGUEZ DIRECTOR 1.00 X 0 0 0 SHANE TURNER DIRECTOR 1.00 X 0 0 0 WENDY ELLIS CEO 40.00 X 123749 0 12227 123749 0 12227 1 0 0 0 0 52451 1136092 1188543 7254 7254 217 0 217 217 217 MISCELLANEOUS REVENUE 900099 3784 3784 3784 1199798 0 0 11255 1000000 1000000 135976 33994 33994 67988 188507 69565 96712 22230 3895 1782 1868 245 10063 4491 4698 874 23638 8423 8687 6528 6057 6057 47435 9 47381 45 36901 5573 16433 14895 36248 24235 7834 4179 21183 3360 7742 10081 41529 7019 28958 5552 298 164 134 11238 638 7722 2878 6776 1199 4628 949 1122 400 412 310 DUES 18304 20 18189 95 MISCELLANEOUS 1756 99 1207 450 1590926 1160971 292656 137299 383333 379452 498500 588367 326736 427301 766 1891 3749 1324 45692 45080 7388 612 58774 121109 1279246 1520056 70962 85046 267555 833333 112946 108920 3250 59352 454713 1086651 X 575485 184357 249048 249048 824533 433405 1279246 1520056 -391128 0 X X 0 1 X 1 0 X 1589111 1497585 1560706 1020533 1188543 6856478 1589111 1497585 1560706 1020533 1188543 6856478 613966 6242512 2401 4444 2272 2503 7254 18874 83565 479 2457 3784 90285 6965637 0.89620 0.87620 X FORM 990, SCHEDULE A, PART II, SECTION A, LINE 1 IN LOOKING AT THE ORGANIZATION'S 5-YEAR FINANCIAL TRENDS, THERE ARE ANOMALIES IN 2018 AND 2022. THE INCOME FROM 2018 REFLECTED A LARGER THAN NORMAL INFLUX OF GRANT FUNDS WHICH WERE A ONE-TIME FUNDING SOURCE. IN 2022, COMING OUT OF COVID, THE CADENCE FOR INCOMING CAMPAIGN DOLLARS CHANGED, RESULTING IN SOME OF THE ORGANIZATION'S REVENUE BEING RECEIVED EARLIER THAN ANTICIPATED IN 2021. IN ADDITION, A RECOMMENDED ACCOUNTING CHANGE FROM THE ORGANIZATION'S AUDITORS MOVED GRANT FUNDS RECEIVED IN 2022 FROM RESTRICTED INCOME TO DEFERRED INCOME, WHICH WILL BE RECOGNIZED IN FUTURE PERIODS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45692 45080 612 612 INTEREST IN ASSETS HELD BY OTHERS 2996 DUE FROM GWUFF 56361 RIGHT OF USE ASSET 59352 DEPOSITS 2400 121109 RIGHT OF USE LIABILITY 59352 59352 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN MADE. THE ACCOUNTING STANDARDS ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESS THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT ANNUALLY REVIEWS ITS TAX POSITION AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION'S TAX RETURNS ARE GENERALLY NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AFTER THREE YEARS. 1 ADVOCACY CENTER FOR CRIME VICTIMS AND CHILDREN 3312 HILLCREST DR WACO TX 76708 741860195 501(C)(3) 41950 0 VICTIMS CENTER ADVOCACY CENTER FOR CRIME VICTIMS AND CHILDREN 3312 HILLCREST DR WACO TX 76708 741860195 501(C)(3) 50000 0 PREVENTION & EDUCATION, VICTIMS CENTER AMERICAN GATEWAYS 2323 COLUMBUS AVE STE C WACO TX 76701 742578266 501(C)(3) 46750 0 IMMIGRATION LEGAL SERVICES FOR FAMILIES IN MCLENNAN COUNTY CARE NET PREGNANCY CENTER OF CENTRAL TEXAS 800 W WACO DR WACO TX 76701 742345781 501(C)(3) 30000 0 EMERGENCY BABY AND MATERNITY ASSISTANCE CASA OF MCLENNAN COUNTY 1208 N 5TH ST WACO TX 76707 455401776 501(C)(3) 46750 0 COURT APPOINTED SPECIAL ADVOCATES CHRISTIAN WOMEN'S JOB CORPS OF MCLENNAN COUNTY 500 WEBSTER AVE WACO TX 76706 522407679 501(C)(3) 68735 0 GED TRACK COMMUNITIES IN SCHOOLS OF THE HEART OF TEXAS 1001 WASHINGTON AVE WACO TX 76701 742563411 501(C)(3) 50000 0 COMMUNITIES IN SCHOOLS CASE MANAGEMENT COMMUNITY CANCER ASSOCIATION 2911 HERRING AVE 212 WACO TX 76708 746061914 501(C)(3) 25000 0 DISEASE MAINTENANCE COMMUNITY CANCER ASSOCIATION 2911 HERRING AVE 212 WACO TX 76708 746061914 501(C)(3) 25000 0 SURVIVORSHIP COMMMUNITY DOULAS OF WACO 4300 W WACO DR SUITE B2-228 WACO TX 76710 833463594 501(C)(3) 85540 0 BIRTH & POSTPARTUM DOULA SUPPORT PROGRAM FAMILY ABUSE CENTER P O BOX 20395 WACO TX 76702 742080943 501(C)(3) 30000 0 HOPES FAMILY ABUSE CENTER P O BOX 20395 WACO TX 76702 742080943 501(C)(3) 25000 0 SAFETY SHELTER OPERATIONS GIRL SCOUTS OF CENTRAL TEXAS 12012 PARK 35 CIR AUSTIN TX 78753 741109644 501(C)(3) 50000 0 GIRL SCOUTS BEYOND BARS GRASSROOTS COMMUNITY DEVELOPMENT 1624 COLCORD AVE WACO TX 76707 742995407 501(C)(3) 45000 0 FINANCIAL EDUCATION FOR FAMILIES GREATER WACO LEGAL SERVICES 1700 COLCORD AVE WACO TX 76707 814815182 501(C)(3) 39790 0 SCHOOL-LEGAL PARTNERSHIP GREATER WACO LEGAL SERVICES 1700 COLCORD AVE WACO TX 76707 814815182 501(C)(3) 68735 0 LEGAL SERVICES INSPIRACION P O BOX 5754 WACO TX 76708 825230800 501(C)(3) 30000 0 INSPIRACION HOME VISITATION PROGRAM LA PUERTA 500 CLAY AVE WACO TX 76706 365034130 501(C)(3) 75000 0 LA PUERTA AFFORDABLE COUNSELING SERVICES MENTORING ALLIANCE 1227 N VALLEY MILLS DR 235 WACO TX 76710 752541408 501(C)(3) 30000 0 METORING ALLIANCE AFTERSCHOOL MISSION WACO MISSION WORLD 1315 N 15TH ST WACO TX 76707 742605621 501(C)(3) 46750 0 MY BROTHER'S KEEPER/SOCIAL SERVICES PROGRAM STARRY INC 1301 N MAYS ROUND ROCK TX 78664 043589689 501(C)(3) 30000 0 STARRY FATHERHOOD PROGRAM THE ARC OF MCLENNAN COUNTY 4901 LAKEWOOD DR WACO TX 76710 746023028 501(C)(3) 30000 0 SCHOOL-AGED CHILDCARE FOR CHILDREN WITH INTELLECTUAL & DEVELOPMENTAL DISABILITIES THE COVE HEART OF TEXAS 524 W WACO DR WACO TX 76701 474864862 501(C)(3) 30000 0 NURTURE CENTER PART I, LINE 2: EACH ORGANIZATION MUST SUBMIT FINANCIAL REPORTS AND PROGRAM OUTCOMES SEMI-ANNUALLY WITH MATERIAL CHANGES REQUESTED WITHIN 30 DAYS OF THE ORGANIZATIONAL CHANGE. EACH PROGRAMMATIC OUTCOME REPORT DETAILS THE NUMBER OF CLIENTS SERVED, DEMOGRAPHICS OF CLIENTS SERVED, AS WELL AS THE PROGRAM'S DIRECT IMPACT ON EACH CLIENT ASSESSED AS "BETTER OFF" MEASURE INDICATING THE PROGRAM'S IMPACT ON PARTICIPANTS. WHILE MONTHLY PAYMENTS ARE NOT CONTINGENT UPON RECEIPT OF A MONTHLY REPORT, FUNDED PARTNERS MUST REMAIN IN GOOD STANDING WITH TIMELY AND COMPLETE SEMI-ANNUAL SUBMISSIONS IN ORDER TO MAINTAIN THEIR FUNDING STATUS AND REMAIN ELIGIBLE FOR FUTURE FUNDING. FORM 990, SCHEDULE I, PART II AS THE ORGANIZATION TRANSITIONS TO A 2-YEAR GRANT CYCLE, NOTE THAT 2022 GRANT AWARDS WILL BE PAID OUT ON AN 18-MONTH CYCLE, ENDING IN AUGUST OF 2023. THE ORGANIZATION'S 2023 GRANT AWARDS WILL BE ON A 24-MONTH CYCLE, BEGINNING IN SEPTEMBER OF 2023 AND CONCLUDING IN AUGUST OF 2025. THE ORGANIZATION DOES NOT ANTICIPATE MAKING ADDITIONAL GRANTS IN 2024 DUE TO CONTINUING THE 24-MONTH PAYMENT CYCLE FOR GRANTS AWARDED IN 2023. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AS A SMALL ORGANIZATION, THE UNITED WAY HAS THE ABILITY TO CONTINUOUSLY MONITOR FOR ANY CONFLICTS OF INTEREST. IN THE EVENT OF A CONFLICT, THE CONFLICTED DIRECTOR ABSTAINS FROM DISCUSSION AND VOTING. FORM 990, PART VI, SECTION B, LINE 15A IN SETTING COMPENSATION, THE BOARD CONSIDERS COMPARABLE SALARY AND BENEFITS DATA, SUCH AS DATA AVAILABLE FROM SALARY AND BENEFIT SURVEYS, TO LEARN WHAT NONPROFIT EMPLOYERS WITH SIMILAR MISSIONS AND OF A SIMILAR BUDGET SIZE, THAT ARE LOCATED IN THE SAME OR SIMILAR GEOGRAPHIC REGION, PAY THEIR SENIOR LEADERS. DURING THE EXECUTIVE COMMITTEE MEETING, MINUTES ARE NOT TAKEN; HOWEVER, THE DOCUMENTATION FOR THE COMPENSATION REVIEW IS DOCUMENTED IN THE SEALED HUMAN RESOURCES FILE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT OR AUDITOR SELECTION PROCESS DURING THE YEAR. GREATER WACO UNITED FUND FOUNDATION P O BOX 7634 WACO TX 76714 237071438 SUPPORT OF UNITED WAY OF WACO-MCLENNAN COUNTY TX 501(C)(3) LINE 12A, I UNITED WAY OF WACO-MCLENNAN COUNTY 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 FORM 990, SCHEDULE R, PART V, LINE 2 NO INDIVIDUAL OR AGGREGATED TRANSACTIONS WITH THE RELATED ORGANIZATION WITHIN EACH APPLICABLE CATEGORY ABOVE TOTALED $50,000 OR MORE IN THE CURRENT YEAR.