2023-05-12T14:39:57-05:00 2022-06-30 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990 2021-07-01 741193439 UNITED WAY FOR GREATER AUSTIN UNIT 5124726267 5930 MIDDLE FISKVILLE RD 5TH FLOOR AUSTIN TX 78752 DAVID C SMITH CEO 5124726267 2023-05-11 1 DAVID SMITH 999009999 SEAN HOLCOMB P01249221 5123703200 2023-05-11 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X DAVID C SMITH 5930 MIDDLE FISKVILLE RD 5TH FLOOR AUSTIN TX 78752 28071945 0 X WWW.UNITEDWAYAUSTIN.ORG X 1952 TX UNITED WAY FOR GREATER AUSTIN BRINGS PEOPLE, IDEAS, AND RESOURCES TOGETHER TO FIGHT POVERTY IN OUR COMMUNITY. 39 39 114 853 0 0 22068569 17907787 899613 87115 171442 9197659 112151 187742 23251775 27380303 7939232 2092194 0 0 5876663 6600459 0 0 884977 12236095 7410231 26051990 16102884 -2800215 11277419 12924459 21185071 6428122 3825877 6496337 17359194 X UNITED WAY FOR GREATER AUSTIN BRINGS PEOPLE, IDEAS, AND RESOURCES TOGETHER TO FIGHT POVERTY IN OUR COMMUNITY. WE STRATEGICALLY ADDRESS COMMUNITY ISSUES IN A HOLISTIC WAY BY FOCUSING ON THE BUILDING BLOCKS OF OPPORTUNITY THAT EVERY PERSON AND EVERY COMMUNITY NEEDS TO THRIVE: 1 0 7232495 2092194 87115 EDUCATIONSUCCESS IN LIFE BEGINS WITH A QUALITY EDUCATION. THAT'S WHY UNITED WAY ENSURES CHILDREN GET A STRONG START IN LIFE AND ARE READY TO SUCCEED IN KINDERGARTEN AND BEYOND. 90 PERCENT OF ALL BRAIN DEVELOPMENT OCCURS IN THE FIRST FIVE YEARS OF A CHILD'S LIFE. WHAT HAPPENS IN THESE EARLY YEARS HAS A LASTING IMPACT FROM KINDERGARTEN READINESS TO THIRD-GRADE READING SCORES TO HIGH SCHOOL GRADUATION AND BEYOND.UNITED WAY LEADS THE SUCCESS BY 6 COALITION, WHICH BRINGS TOGETHER LOCAL NONPROFITS, POLICYMAKERS, PHILANTHROPISTS, PARENTS WITH LIVED EXPERIENCE, AND COMMUNITY AND BUSINESS LEADERS TO IMPROVE EARLY CHILDHOOD EDUCATION IN AUSTIN/TRAVIS COUNTY. THE COMMUNITY COALITION WAS LAUNCHED IN 2012. SINCE THEN, THE SUCCESS BY 6 COALITION HAS GROWN, STRENGTHENED, AND CONTINUES TO BUILD UPON ITS ACHIEVEMENTS. PROGRESS TOWARD THE IDENTIFIED COMMUNITY GOALS, STRATEGIES, AND PERFORMANCE TARGETS IN THE SUCCESS BY 6 STRATEGIC PLAN ARE MONITORED THROUGHOUT THE YEAR, AND WE PUBLISH DATA TO SHARE BRIGHT SPOTS AND IDENTIFY ONGOING CHALLENGES.COMMUNITY SUCCESSES IN THE PAST YEAR INCLUDE: INCREASES IN CITY AND COUNTY FUNDING FOR EARLY CHILDHOOD EDUCATION; INCREASE IN THE NUMBER OF HIGH-QUALITY CHILD CARE PROVIDERS IN AUSTIN/TRAVIS COUNTY; EXPANSION OF FAMILY CONNECTS, A FREE NURSE HOME VISITING PROGRAM; NEW PHILANTHROPIC INVESTMENTS IN HOME VISITING AND PARENT EDUCATION PROGRAMS IN CENTRAL TEXAS; ADVANCES IN THE POLICY RECOMMENDATIONS FROM THE EARLY CHILDHOOD COUNCIL WORKING GROUP AT THE CITY; LAUNCH OF THE FAMILY-FRIENDLY WORKPLACE TOOLKIT.UNITED WAY RUNS SEVERAL PROGRAMS TO ACHIEVE THE GOALS IN THE SUCCESS BY UNITED WAY FOR GREATER AUSTIN STRATEGIC PLAN. A FEW INCLUDE:- OUR PRE-K PARTNERSHIPS PROGRAM WITH AUSTIN ISD EXPANDS ACCESS TO HIGH-QUALITY PRE-K. BY PARTNERING WITH CHILD DEVELOPMENT CENTERS IN AUSTIN, WE INCREASE THE AVAILABILITY OF PRE-K AND PROVIDE CENTERS WITH RESOURCES THAT HELP IMPROVE AND SUSTAIN QUALITY SERVICES FOR CHILDREN. THIS PROGRAM IMPACTS MORE THAN 500 FAMILIES ANNUALLY.- OUR CLASS COACHING PROGRAM MAKES THE MOST OUT OF CLASSROOM INTERACTIONS. THROUGH A GRANT FROM THE TEXAS EDUCATION AGENCY, WE PROVIDE INDIVIDUAL AND GROUP COACHING TO TEACHERS IN MORE THAN 40 PRE-K CLASSROOMS ACROSS FOUR SCHOOL DISTRICTS IN THE CENTRAL TEXAS REGION, USING THE CLASS COACHING MODEL TO IMPROVE THE QUALITY OF TEACHER-STUDENT INTERACTIONS.- FAMILY CONNECTS TEXAS IS A NURSE HOME VISITING PROGRAM OFFERED TO EVERY FAMILY WITH A NEWBORN IN TRAVIS COUNTY TO GIVE BABIES THE BEST POSSIBLE START IN LIFE. IN PARTNERSHIP WITH AUSTIN PUBLIC HEALTH, WE PROVIDE FAMILIES WITH A VISIT FROM A REGISTERED NURSE, WHO PROVIDES A COMPLETE FAMILY ASSESSMENT IN THE HOME, GIVES IMMEDIATE MATERNAL AND FAMILY SUPPORT IN AREAS SUCH AS BREASTFEEDING OR SAFE SLEEP, AND IS ABLE TO PROVIDE REFERRALS TO COMMUNITY RESOURCES. THIS PROGRAM IMPACTS MORE THAN 800 FAMILIES ANNUALLY.- BRIGHT BY TEXT IS A FREE TEXTING SERVICE FOR CAREGIVERS OF CHILDREN AGES PRENATAL-8, PROMOTING CHILD DEVELOPMENT AND ACCESS TO LOCAL PROGRAMS AND EVENTS. INFORMATION IS PROVIDED IN ENGLISH OR SPANISH. THIS PROGRAM IMPACTS MORE THAN 4,000 CAREGIVERS ANNUALLY.- WE LAUNCHED THE GREATER AUSTIN READING COALITION (GARC) AS PART OF OUR COLLECTIVE IMPACT WORK TO FIGHT POVERTY. SINCE LAUNCHING IN JANUARY 2021, THE COALITION HAS GOTTEN OVER 50,000 BOOKS INTO THE HANDS OF YOUNG READERS. IN FY21-22 WE ENGAGED 40 ORGANIZATIONS AND 68 STAKEHOLDERS THROUGH THIS COALITION.ALL OF OUR EDUCATION EFFORTS ARE BACKED UP WITH COMMUNITY INVESTMENT GRANTS (CIGS) TO AMPLIFY OUR COLLECTIVE IMPACT. FUNDED PROGRAMS ARE ALIGNED WITH THE SUCCESS BY 6 STRATEGIC PLAN AND RANGE FROM EVIDENCE-BASED HOME VISITING, PARENT EDUCATION PROGRAMMING, BOOK DISTRIBUTIONS, AND MORE. MORE THAN 10,000 FAMILIES ARE IMPACTED BY THIS GRANT FUNDING ANNUALLY. 3541377 HEALTHHERE AT UNITED WAY, WE KNOW THAT ANYONE CAN FALL ON HARD TIMES. THAT'S WHY, IN PARTNERSHIP WITH THE TEXAS HEALTH AND HUMAN SERVICES COMMISSION, WE RUN 2-1-1, A PHONE NUMBER PEOPLE CAN CALL TO SPEAK TO A COMPASSIONATE, CERTIFIED SPECIALIST WHO WILL CONNECT THEM TO COMMUNITY RESOURCES. THIS "CALL FOR HELP" LINE IS FREE, CONFIDENTIAL, MULTILINGUAL, AND AVAILABLE 24/7. 2-1-1 IS FOR ANYONE WHO NEEDS HELP AND DOESN'T KNOW WHERE TO TURN. CALL SPECIALISTS HELP CALLERS IDENTIFY THEIR NEEDS AND PROVIDE INFORMATION ABOUT FOOD, HOUSING, TRANSPORTATION, HEALTH, CHILD CARE, EDUCATION, EMPLOYMENT, GOVERNMENT RESOURCES, AND MORE. AND WHEN DISASTER STRIKES, OUR 2-1-1 CALL SPECIALISTS ARE THERE, PROVIDING IMMEDIATE HELP.IN FY 21-22, OUR NAVIGATION CENTER ANSWERED 254,387 CALLS FOR HELP. IN ADDITION, OUR NAVIGATION CENTER PROVIDES THESE COMMUNITY RESOURCES:- BLUEBONNET TRAILS: PROVIDES MENTAL HEALTH PROGRAM INFORMATION AND REFERRALS;- ACA ENROLLMENT: PROVIDES PUBLIC INFORMATION ABOUT LOCAL RESOURCES AND APPLICATION ASSISTANCE FOR THE HEALTH INSURANCE MARKETPLACE;- RIDE UNITED: IN PARTNERSHIP WITH LYFT AND UNITED WAY WORLDWIDE, PROVIDES FREE RIDES FOR THOSE WITH TRANSPORTATION BARRIERS;- 2020 CENSUS: PROVIDED INFORMATION ABOUT THE CENSUS INCLUDING ACCURATE INFORMATION ABOUT THE PROCESS AND HOW DATA WILL BE USED, COMPLETION ASSISTANCE, EMPLOYMENT OPPORTUNITIES, AND MORE. AS THE REGIONAL COORDINATING ORGANIZATION FOR THE CENTRAL TEXAS 2020 CENSUS GET-OUT-THE-COUNT EFFORTS, UNITED WAY COLLABORATED WITH COMPLETE COUNT COMMITTEES, GRASSROOTS NONPROFIT ORGANIZATIONS AND SERVICE PROVIDERS, FUNDERS, AND OTHER RELEVANT ENTITES IN FIVE CENTRAL TEXAS COUNTIES (BASTROP, CALDWELL, HAYS, TRAVIS, AND WILLIAMSON) TO ENSURE AS COMPLETE A COUNT AS POSSIBLE. UNITED WAY ADMINISTERED ALMOST $500K IN GRANT FUNDING, PROVIDED TECHNICAL SUPPORT, SHARED BEST PRACTICES, AND MAXIMIZED THE RETURN ON INVESTMENT TO ENSURE THE MOST VULNERABLE POPULATIONS IN OUR REGION WERE COUNTED.IN AN EFFORT TO SUPPORT THE CENTRAL TEXAS COMMUNITY DURING THE COVID-19 PANDEMIC, UNITED WAY PARTNERED WITH AUSTIN COMMUNITY FOUNDATION TO CREATE ALL TOGETHER ATX IN MARCH 2020. THE ALL TOGETHER ATX FUND WAS DESIGNED TO COMPLEMENT THE WORK OF PUBLIC HEALTH OFFICIALS AND EXPAND LOCAL CAPACITY TO ADDRESS ALL ASPECTS OF THE COVID-19 OUTBREAK AS EFFECTIVELY AND EFFICIENTLY AS POSSIBLE. TO ENSURE THE COMMUNITIES MOST IMPACTED BY THE PANDEMIC WERE SUPPORTED AND FUNDED, EQUITY WAS A GUIDING PRINCIPLE IN THE ALL TOGETHER ATX GRANTMAKING PROCESS. LIVED EXPERIENCE AS A PERSON OF COLOR SERVED AS A CRITICAL INPUT, BOTH AMONG THE COMMUNITY REVIEWERS AND IN THE LEADERSHIP OF NONPROFIT APPLICANTS. FROM MARCH TO DECEMBER 2020, THE FUND RAISED AND AWARDED APPROXIMATELY $7.7 MILLION FROM 3,149 DONORS TO MORE THAN 210 LOCAL NONPROFITS. OUR ADDRESSING CANCER TOGETHER (ACT) PROGRAM EXPANDS ACCESS TO CANCER SCREENING, DIAGNOSIS, AND TREATMENT IN CENTRAL TEXAS. THROUGH A COORDINATED COLLABORATION OF HEALTHCARE PROVIDERS, FUNDERS, NONPROFITS, VOLUNTEERS, AND PATIENTS WITH LIVED EXPERIENCE, OUR GOAL IS TO SAVE LIVES AND REDUCE THE ECONOMIC BURDEN OF CANCER ON FAMILIES AND COMMUNITIES. THROUGH ADDRESSING CANCER TOGETHER, PEOPLE WITH LOW INCOME WHO ARE UNINSURED WILL RECEIVE CANCER CARE AT LITTLE TO NO COST. THE FAMILY CONNECTS TEXAS PROGRAM SUPPORTS PARENTS BY LINKING NURSES, COMMUNITY RESOURCES, AND FAMILIES. OUR MISSION IS TO CONNECT YOU WITH RESOURCES THAT NURTURE YOUR WHOLE FAMILY AND SUPPORT YOUR CHILD. FAMILY CONNECTS IS COMMITTED TO OFFERING POSTPARTUM CARE THAT IS EQUITABLE, INCLUSIVE, FAMILY-CENTERED, AND CULTURALLY COMPETENT TO ALL FAMILIES. IN FY21-22 888 FAMILIES WITH NEWBORNS WERE SUPPORTED WITH A FAMILY CONNECTS VISIT. 2938464 FINANCIAL STABILITYFAMILIES AND INDIVIDUALS ARE FACING FINANCIAL OBSTACLES THAT PREVENT THEM FROM REACHING THEIR FULL POTENTIAL. UNITED WAY FIGHTS TO ENSURE EVERYONE IN OUR COMMUNITY HAS THE RESOURCES AND OPPORTUNITIES THEY NEED TO BUILD A STRONG FINANCIAL FOUNDATION AND THRIVE. WE WORK TO PUT EVERY PERSON IN OUR COMMUNITY ON A PATH TOWARD FINANCIAL EMPOWERMENT. THAT STARTS WITH ACCESS TO SERVICES, JOB TRAINING, CREDIT COUNSELING, AND MORE. ONE OF THE WAYS WE ARE PROMOTING FINANCIAL STABILITY IN OUR COMMUNITY IS THROUGH A 2-GEN (OR 2-GENERATION) APPROACH TO SOCIAL SERVICES. A 2-GEN APPROACH SERVES PARENTS AND CHILDREN SIMULTANEOUSLY AND LEADS TO BETTER FINANCIAL OUTCOMES FOR BOTH GENERATIONS.OVER THE COURSE OF 2018, UNITED WAY BROUGHT TOGETHER NEARLY 200 UNITED WAY FOR GREATER AUSTIN STAKEHOLDERS IN GREATER AUSTIN TO DEVELOP THE AUSTIN/TRAVIS COUNTY 2-GEN STRATEGIC PLAN, WITH A GOAL OF INTEGRATING THE 2-GEN APPROACH WITHIN OUR ENTIRE COMMUNITY. THIS PLAN, THE FIRST COMMUNITY-WIDE STRATEGIC PLAN FOR 2-GEN IN THE NATION, ARTICULATES COMMON GOALS AND STRATEGIES TO STRENGTHEN AND EXPAND 2-GEN SERVICES AND RESOURCES FOR AUSTIN-AREA FAMILIES.ALL OF OUR 2-GEN EFFORTS ARE BACKED UP WITH COMMUNITY INVESTMENT GRANTS (CIGS) TO AMPLIFY OUR COLLECTIVE IMPACT. FUNDED PROGRAMS PROVIDE A RANGE OF SUPPORT FOR PARENTS AND THEIR CHILDREN SIMULTANEOUSLY AND INCLUDE ESL OR WORKFORCE TRAINING, COLLEGE CLASSES, AND HIGH-QUALITY EARLY EDUCATION FOR YOUNG CHILDREN IN THE FAMILY. MORE THAN 460 FAMILIES ARE IMPACTED BY THIS GRANT FUNDING ANNUALLY.IN THE FALL OF 2019, UNITED WAY LAUNCHED THE FAMILY LEADERSHIP COUNCIL. THIS COUNCIL WAS FORMED TO:- ELEVATE AND VALUE THE EXPERTISE OF PARENTS/CAREGIVERS WITH YOUNGCHILDREN, TO INFORM THE IMPLEMENTATION OF UNITED WAY'S STRATEGIC WORK;- EXPAND ACCESS TO TOOLS AND RESOURCES FOR PARENT LEADERS PASSIONATE ABOUT INFLUENCING SYSTEMS AND WHO WANT TO DEVELOP THEIR PROFESSIONAL AND CIVIC LEADERSHIP SKILLS; AND- FOSTER A FAMILY-CENTERED APPROACH THAT BETTER REFLECTS ACCOUNTABILITY TO THE COMMUNITIES UNITED WAY SERVES. 432276 OTHER AMOUNTS DESIGNATED BY CONTRIBUTORS FOR SPECIFIC ORGANIZATIONS. 432276 14144612 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 85 0 114 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 39 39 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X MAZNA ANDRABI 5123828610 5930 MIDDLE FISKVILLE RD 5TH FLOOR AUSTIN TX 78752 MARK STRAMA DIRECTOR 2.00 X 0 0 0 BLAKE ABSHER DIRECTOR 2.00 X 0 0 0 JERMIAH BENTLEY DIRECTOR 2.00 X 0 0 0 JENNIFER BYRD DIRECTOR 2.00 X 0 0 0 JENNIFER FOSTER DIRECTOR 2.00 X 0 0 0 JAY FOX DIRECTOR 2.00 X 0 0 0 ANDREW ESPARZA DIRECTOR 2.00 X 0 0 0 MICHELE GLAZE DIRECTOR 2.00 X 0 0 0 JENNIFER POPPE DIRECTOR 2.00 X 0 0 0 MICHELE SCOTT DIRECTOR 2.00 X 0 0 0 RYAN FREDERICK DIRECTOR 2.00 X 0 0 0 MARA SPAK DIRECTOR 2.00 X 0 0 0 MALINI RAJPUT CHAIR 2.00 X X 0 0 0 KATHLEEN FARLOW TREASURER 2.00 X X 0 0 0 KRISTIN MARCUM SECRETARY 2.00 X X 0 0 0 JOSHUA CHILDS DIRECTOR 2.00 X 0 0 0 PATRICK DORSEY DIRECTOR 2.00 X 0 0 0 MOLLIE DUCKWORTH DIRECTOR 2.00 X 0 0 0 ALLISON DWYER DIRECTOR 2.00 X 0 0 0 GEORGE FLOYD DIRECTOR 2.00 X 0 0 0 MYNDI GARRETT DIRECTOR 2.00 X 0 0 0 KRISTIE GONZALES DIRECTOR 2.00 X 0 0 0 JEHMU GREENE DIRECTOR 2.00 X 0 0 0 PATRICK HADLOCK DIRECTOR 2.00 X 0 0 0 CATHY HARM DIRECTOR 2.00 X 0 0 0 JOHN HOLMES DIRECTOR 2.00 X 0 0 0 BOBBY JENKINS DIRECTOR 2.00 X 0 0 0 SHAWN KOTOSKE DIRECTOR 2.00 X 0 0 0 HEATHER LADAGE DIRECTOR 2.00 X 0 0 0 ABBI MILLER DIRECTOR 2.00 X 0 0 0 DR SAROJANI MOHAMMED DIRECTOR 2.00 X 0 0 0 DR RICHARD RHODES DIRECTOR 2.00 X 0 0 0 YVETTE RUIZ DIRECTOR 2.00 X 0 0 0 SCOTT RUST DIRECTOR 2.00 X 0 0 0 SARAH SCHICK THOMPSON DIRECTOR 2.00 X 0 0 0 AMY SIMMONS DIRECTOR 2.00 X 0 0 0 CHARLES THORNBURGH DIRECTOR 2.00 X 0 0 0 JEFF VERNOR DIRECTOR 2.00 X 0 0 0 RINA VONFRISCH DIRECTOR 2.00 X 0 0 0 DAVID C SMITH CEO 40.00 X 144468 0 9005 SUE CARPENTER CPO 40.00 X 108885 0 8733 253353 0 17738 2 0 1 0 DK PARTNERS 1301 S CAPITAL OF TEXAS HWY STE C-2 AUSTIN TX 78746 ACCOUNTING CONSULTING SERVICES 128489 1 171775 6328381 11407631 143833 17907787 SERVICE FEE REVENUE 900099 87115 87115 87115 78663 78663 59574 9616249 0 556827 59574 9059422 9118996 9118996 322557 171775 134815 187742 187742 27380303 87115 0 9385401 X 2092194 2092194 271091 223181 25951 21959 5177123 4263723 494758 418642 751572 615760 73565 62247 400673 331697 37362 31614 27223 27223 1956341 1581271 203163 171907 149340 116192 17955 15193 110059 82142 15143 12774 418788 323391 51674 43723 241037 183188 31335 26514 54799 49079 3098 2622 24763 12529 6693 5541 14757 11216 1918 1623 156871 119222 20393 17256 49053 37280 6377 5396 77426 58844 10065 8517 PROGRAM GRANT EXPENSES 3812561 3791454 11433 9674 MISCELLANEOUS EXPENSES 160317 132924 14838 12555 BAD DEBT EXPENSE 97240 73903 12641 10696 MEMBERSHIP AND SUBSCRIP 45505 34668 5870 4967 14151 10754 1840 1557 16102884 14144612 1073295 884977 3856327 12410535 2504217 3152926 1220395 1908846 2205186 1299299 169492 127147 1447528 1405611 647797 41917 2321045 2244401 12924459 21185071 1787180 2139397 3181481 1573826 1318836 0 140625 112654 6428122 3825877 X 5128973 15378003 1367364 1981191 6496337 17359194 12924459 21185071 11277419 -414562 0 X X 0 1 X 1 1 1 X 11495476 12542553 20390441 22068569 17907787 84404826 11495476 12542553 20390441 22068569 17907787 84404826 1668954 82735872 27409 90589 111735 85734 78663 394130 8440 -1384 1350 3131 11537 84810493 2945592 0.97550 0.99390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 760740 -105341 655399 621691 139049 760740 595541 26150 621691 573098 22443 595541 505796 122023 54721 573098 0.76000 0.24000 0 0 1447528 1405611 41917 41917 DESIGNATION DUE TO OTHERS 112654 112654 26779122 -414562 138065 134815 -141682 26920804 27223 432276 459499 27380303 15916265 138065 134815 272880 15643385 27223 432276 459499 16102884 PART V, LINE 4: THE ENDOWMENT CONSISTS SOLELY OF DONOR-RESTRICTED FUNDS, WHICH ARE RESTRICTED FOR THE PURPOSE OF FURTHERING UNITED WAY'S MISSION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 134,815. PART XI, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS DESIGNATED BY CONTRIBUTORS FOR SPECIFIC ORGANIZATIONS 432,276. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 134,815. PART XII, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS DESIGNATED BY CONTRIBUTORS FOR SPECIFIC ORGANIZATIONS 432,276. A NIGHT UNITED 455617 148025 307592 25410 25000 29046 300 39649 FUNDRAISING EVENT NO.2 38715 23750 14965 1800 10211 3399 494332 171775 322557 25410 26800 39257 300 43048 134815 187742 1 AMERICAN YOUTHWORKS 1901 E BEN WHITE BLVD AUSTIN TX 78741 742197942 501(C)(3) 79000 0 COMMUNITY INVESTMENT GRANT, PROGRAM GRANTS ANY BABY CAN INC 6207 SHERIDAN AVE AUSTIN TX 78723 742684335 501(C)(3) 200000 0 COMMUNITY INVESTMENT GRANT AUSTIN AREA URBAN LEAGUE INC 8011 CAMERON RD STE 100 AUSTIN TX 78754 741890518 501(C)(3) 25000 0 COMMUNITY INVESTMENT GRANT AUSTIN CHILD GUIDANCE CENTER 810 W 45TH STREET AUSTIN TX 78751 741166783 501(C)(3) 104000 0 COMMUNITY INVESTMENT GRANT AUSTIN VOICES FOR EDUCATION & YOUTH 5221 LEDESMA ROAD AUSTIN TX 78721 743017284 501(C)(3) 25000 0 COMMUNITY INVESTMENT GRANT, PROGRAM GRANTS AVANCE-AUSTIN INC 4818 E BEN WHITE BLVD 205 AUSTIN TX 78741 741969114 501(C)(3) 135000 0 COMMUNITY INVESTMENT GRANT BIBLE BAPTIST CHURCH OF PFLUGERVILLE 14400 IMMANUEL RD PFLUGERVILLE TX 78660 043647044 501(C)(3) 7550 0 RFO & PASSTHROUGH GRANTS BOOKSPRING 2006 GREENBROOK PKWY AUSTIN TX 78723 742542664 501(C)(3) 57000 0 COMMUNITY INVESTMENT GRANT, PROGRAM GRANTS CATHOLIC CHARITIES OF CENTRAL TEXAS 1625 RUTHERFORD LANE AUSTIN TX 78754 742928450 501(C)(3) 7004 0 RFO & PASSTHROUGH GRANTS CENTRAL TEXAS FOOD BANK 6500 METROPOLIS DRIVE AUSTIN TX 78744 742217350 501(C)(3) 18304 0 RFO & PASSTHROUGH GRANTS CHILD INC 818 E 53RD ST AUSTIN TX 78751 741722420 501(C)(3) 30000 0 COMMUNITY INVESTMENT GRANT COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS INC 3000 S IH-35 SUITE 200 AUSTIN TX 78704 742369020 501(C)(3) 146000 0 COMMUNITY INVESTMENT GRANT E3 ALLIANCE 5930 MIDDLE FISKVILLE RD AUSTIN TX 78752 640963235 501(C)(3) 20000 0 COMMUNITY INVESTMENT GRANT FOUNDATION COMMUNITIES INC 3036 SOUTH FIRST STREET STE 200 AUSTIN TX 78704 742563260 501(C)(3) 75000 0 COMMUNITY INVESTMENT GRANT FRIENDS OF THE CHILDREN 1023 SPRINGDALE ROAD SUITE 13C AUSTIN TX 78721 822604098 501(C)(3) 22500 0 COMMUNITY INVESTMENT GRANT, RFO & PASSTHROUGH GATEWAY COUMMUNITY CHURCH 7104 MCNEIL DRIVE AUSTIN TX 78729 742939937 501(C)(3) 21447 0 RFO & PASSTHROUGH GRANTS GOODWILL INDUSTRIES OF CENTRAL TEXAS 1015 NORWOOD PARK BLVD AUSTIN TX 78727 741322808 501(C)(3) 32000 0 COMMUNITY INVESTMENT GRANT HACA SCHOLARSHIP FOUNDATION DBA AUSTIN PATHWAYS 1124 S IH 35 AUSTIN TX 78704 272133452 501(C)(3) 35000 0 COMMUNITY INVESTMENT GRANT JEREMIAH PROGRAM 1200 PAUL TERESA SALDANA AUSTIN TX 78702 411801834 501(C)(3) 80000 0 COMMUNITY INVESTMENT GRANT, PROGRAM GRANTS KLRU PO BOX 7158 AUSTIN TX 78713 747126012 501(C)(3) 22606 0 COMMUNITY INVESTMENT GRANT LIFEWORKS 3700 S 1ST STREET AUSTIN TX 78704 311753071 501(C)(3) 50000 0 COMMUNITY INVESTMENT GRANT LITERACY COALITION OF CENTRAL TEXAS 724 EBERHART LN SUITE 500 AUSTIN TX 78745 742288789 501(C)(3) 30000 0 COMMUNITY INVESTMENT GRANT LUBBOCK AREA UNITED WAY 1655 MAIN ST SUITE 101 LUBBOCK TX 79401 750961812 501(C)(3) 14327 0 RFO & PASSTHROUGH GRANTS MAINSPRING SCHOOLS 1100 W LIVE OAK AUSTIN TX 78704 741143055 501(C)(3) 140500 0 COMMUNITY INVESTMENT GRANT OPEN DOOR PRESCHOOLS PO BOX 302527 AUSTIN TX 78703 741834374 501(C)(3) 98000 0 COMMUNITY INVESTMENT GRANT PELOTONU 500 E ST JOHNS AVE SUITE 1460 AUSTIN TX 78752 460920019 501(C)(3) 30000 0 COMMUNITY INVESTMENT GRANT, PROGRAM GRANTS SAFE ALLIANCE 4800 MANOR AUSTIN TX 78702 742320657 501(C)(3) 80000 0 COMMUNITY INVESTMENT GRANT SAINT LOUISE HOUSEVINCARE SERVICES OF AUSTIN FOUNDATION PO BOX 150637 AUSTIN TX 78715 742968167 501(C)(3) 60000 0 COMMUNITY INVESTMENT GRANT ST JOHN NEUMANN CONFERENCE 197 EAST GAY STREET COLUMBUS OH 43215 264435092 501(C)(3) 10000 0 RFO & PASSTHROUGH GRANTS ST WILLIAMS CATHOLIC CHURCH 620 ROUND ROCK WEST DR ROUND ROCK TX 78681 741363691 501(C)(3) 6480 0 RFO & PASSTHROUGH GRANTS TEXAS A M UNIVERSITY 12TH MAN FOUNDATION PO BOX 2800 COLLEGE STATION TX 77814 741185725 501(C)(3) 41000 0 RFO & PASSTHROUGH GRANTS THE UNIVERSITY OF TEXAS AT AUSTIN PO BOX 7159 AUSTIN TX 78713 746000203 GOVT 32470 0 COMMUNITY INVESTMENT GRANT, RFO & PASSTHROUGH TODOS JUNTOS LEARNING CENTER 200 BRUSHY ST AUSTIN TX 78702 463028927 501(C)(3) 45000 0 COMMUNITY INVESTMENT GRANT, PROGRAM GRANTS TRINITY CHILD DEVELOPMENT CENTER 5801 WESTMINSTER DRIVE AUSTIN TX 78723 741494756 501(C)(3) 20000 0 COMMUNITY INVESTMENT GRANT UNITED WAY OF CENTRAL TEXAS PO BOX 1312 TEMPLE TX 76503 742575728 501(C)(3) 10538 0 RFO & PASSTHROUGH GRANTS UNITED WAY OF GREATER HOUSTON PO BOX 3247 HOUSTON TX 77253 741167964 501(C)(3) 9892 0 RFO & PASSTHROUGH GRANTS UNITED WAY OF HAYS COUNTY P O BOX 1728 SAN MARCOS TX 78667 742257167 501(C)(3) 6634 0 RFO & PASSTHROUGH GRANTS UNITED WAY OF METROPOLITAN DALLAS 1800 N LAMAR DALLAS TX 75202 756005352 501(C)(3) 11463 0 RFO & PASSTHROUGH GRANTS UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY 700 SOUTH ALAMO SAN ANTONIO TX 78205 741272381 501(C)(3) 6500 0 RFO & PASSTHROUGH GRANTS WILLIAMSON COUNTY CHILDREN'S ADVOCACY CENTER 211 COMMERCE BLVD STE 101 ROUND ROCK TX 78664 742834639 501(C)(3) 66842 0 RFO & PASSTHROUGH GRANTS WORKFORCE SOLUTIONS 9001 N IH 35 STE 110 AUSTIN TX 78753 742327454 501(C)(3) 40000 0 COMMUNITY INVESTMENT GRANT YMCA 3208 RED RIVER ST STE200 AUSTIN TX 78705 741193464 501(C)(3) 40000 0 COMMUNITY INVESTMENT GRANT 42 PART I, LINE 2: ONCE A GRANT IS AWARDED, RECIPIENT ORGANIZATIONS SUBMIT QUARTERLY EXPENSE REPORTS AND ARE REIMBURSED FROM THEIR GRANT ACCOUNT. X 0 0 0 0 0 0 0 0 0 DAVID C SMITH CEO 144468 0 0 0 0 0 0 0 9005 0 153473 0 0 0 X NET NONCASH ASSETS RECEIVED IN MERGER 1 126961 GAAP X AUCTION AND GIVEAWAY ITEMS 25 16872 RETAIL VALUE 0 0 0 FORM 990, PART III, LINE 1, BRIEFLY DESCRIBE THE ORGANIZATION'S MISSION: EDUCATION, HEALTH, AND FINANCIAL STABILITY. UNITED WAY COLLABORATES WITH HUNDREDS OF LOCAL NONPROFIT ORGANIZATIONS AND CORPORATE AND PUBLIC SECTOR PARTNERS TO PROVIDE FINANCIAL, VOLUNTEER, AND ADVOCACY SUPPORT FOR THE COMMUNITY. DONATIONS STAY LOCAL TO DIRECTLY IMPACT PEOPLE LIVING IN GREATER AUSTIN. UNITED WAY TAKES A MULTI-GENERATIONAL APPROACH IN THE FIGHT AGAINST POVERTY. POVERTY IS COMPLEX, AND SO IS UPROOTING ITS GENERATIONAL PATTERNS. BAND-AIDS SIMPLY WON'T DO IT, WHICH IS WHY OUR FOCUS IS CREATING LONG-TERM SOLUTIONS AND CHANGING SYSTEMS THAT KEEP PEOPLE FROM THE OPPORTUNITIES MANY OF US ENJOY. WE FOCUS ON INITIATIVES THAT ARE DESIGNED TO JUMP-START AND MAINTAIN SUSTAINABLE SOLUTIONS FOR FAMILIES WITH LOW INCOME AND DRIVE COLLECTIVE CHANGE BY ALIGNING PUBLIC AND PRIVATE SUPPORT. WE BELIEVE IN INVESTING IN SOLUTIONS THAT PROVIDE PEOPLE WITH THE SKILLS AND RESOURCES THEY NEED TO TAKE AN ACTIVE ROLE IN THEIR OWN SUCCESS. UNITED WAY IS RESPONSIBLE FOR THE STRATEGIC STEWARDSHIP AND INVESTMENT OF MILLIONS OF DOLLARS IN THE COMMUNITY. FORM 990, PART III, LINE 2 ON DECEMBER 14, 2021, UNITED WAY FOR GREATER AUSTIN ENTERED INTO AN AGREEMENT AND PLAN OF MERGER TO OBTAIN CONTROL OVER UNITED WAY OF WILLIAMSON COUNTY ("WILCO") BY ACQUIRING ITS ASSETS AND ASSUMING ITS LIABILITIES EFFECTIVE JANUARY 1, 2022. WILCO WAS A TEXAS NONPROFIT CORPORATION THAT SHARED A SIMILAR MISSION WITH UNITED WAY FOR GREATER AUSTIN. THE BUSINESS COMBINATION ALLOWS UNITED WAY FOR GREATER AUSTIN TO BETTER AND MORE EFFICIENTLY SERVE ITS REGIONAL COMMUNITY. NO CASH OR OTHER CONSIDERATION WAS TRANSFERRED BY UNITED WAY FOR GREATER AUSTIN TO WILCO AS PART OF THE TRANSACTION. THE BUSINESS COMBINATION HAS BEEN TREATED AS AN ACQUISITION FOR ACCOUNTING PURPOSES AND, ACCORDINGLY, UNITED WAY FOR GREATER AUSTIN RECOGNIZED AN INHERENT CONTRIBUTION MEASURED AS THE EXCESS OF ASSETS ACQUIRED OVER LIABILITIES ASSUMED (AT THEIR CARRYING AMOUNTS IMMEDIATELY BEFORE THE ACQUISITION DATE). FORM 990, PART VI, SECTION B, LINE 11B THERE IS A REVIEW AND APPROVAL OF THE FORM 990 BY THE FINANCE COMMITTEE, AND THE FORM 990 IS THEN PROVIDED TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A QUESTIONNAIRE IS CIRCULATED TO THE BOARD OF DIRECTORS, OFFICERS AND KEY EMPLOYEES ANNUALLY TO DETERMINE WHETHER THERE ARE ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD CHAIR CONDUCTS AN ANNUAL PERFORMANCE REVIEW FOR THE CEO AND REVIEWS THE CEO'S PERFORMANCE WITH THE FULL BOARD. COMPENSATION FOR THE CEO IS RESEARCHED AND BENCHMARKED ANNUALLY USING MARKET COMPENSATION DATA; ANY PAY CHANGES ARE APPROVED BY THE BOARD CHAIR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL DOCUMENTS AVAILABLE UPON REQUEST. THE THREE MOST CURRENT ANNUAL AUDITS ARE POSTED ON THE UNITED WAY ATX WEBSITE. FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 134,287. MANAGEMENT AND GENERAL EXPENSES 15,573. FUNDRAISING EXPENSES 13,177. TOTAL EXPENSES 163,037. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,431,094. MANAGEMENT AND GENERAL EXPENSES 184,872. FUNDRAISING EXPENSES 156,430. TOTAL EXPENSES 1,772,396. THIRD PARTY PROCESSING FEES: PROGRAM SERVICE EXPENSES 15,890. MANAGEMENT AND GENERAL EXPENSES 2,718. FUNDRAISING EXPENSES 2,300. TOTAL EXPENSES 20,908. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT DID NOT CHANGE DURING THE TAX YEAR.