UNITED WAY OF RUSK COUNTY INC: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF RUSK COUNTY INC (EIN 75-2916005)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-07-26
- IRS object ID
- 202202079349201000
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-26T18:06:32-07:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464367466 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gearheart & Gearheart PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1685 | AddressLine1Txt |
| City | Henderson | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75653 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752916005 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF RUSK COUNTY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 9036577716 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 775 | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75653 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE OSTEEN | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2022-07-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHANIE | PersonFirstNm |
| Person Last | OSTEEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PENELOPE L GEARHEART | PreparerPersonNm |
| PTIN | P00794425 | PTIN |
| Phone | 9036577794 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $172,740 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $169,602 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $249 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $2,889 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $2,412 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $477 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $170,328 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $122,250 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $22,391 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $4,699 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $2,463 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $1,269 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $13,039 | OtherExpensesTotalAmt |
| Total Expenses | $166,111 | TotalExpensesAmt |
| Excess Or Deficit For Year | $4,217 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $27,854 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $32,071 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,730 | BOYAmt |
| EOY | $119,645 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,353 | BOYAmt |
| EOY | $37,205 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,083 | BOYAmt |
| EOY | $156,850 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,229 | BOYAmt |
| EOY | $124,779 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,854 | BOYAmt |
| EOY | $32,071 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | CONDUCTS AN ANNUAL FUNDRAISING CAMPAIGN IN RUSK COUNTY, TEXAS THEN ALLOCATES THE FUNDS TO PUBLICLY KNOWN QUALIFIED CHARITABLE ORGANIZATIONS THAT SERVE THE PEOPLE OF RUSK COUNTY | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | ORGANIZATION HAS NO DIRECT PROGRAM SERVICES, BUT MADE GRANTS TO 28 PUBLIC CHARITIES. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $122,250 | GrantsAndAllocationsAmt |
| Program Service Expenses | $122,250 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $122,250 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| TRACEY LOPEZ | ||
| CAMPAIGN CHAIR | 20.00 | $0 |
| JAY ABERCROMBIE | ||
| BOARD MEMBER | 1.00 | $0 |
| SUE PLUMMER | ||
| BOARD MEMBER | 1.00 | $0 |
| KERRY DIXON | ||
| BOARD MEMBER | 1.00 | $0 |
| SUZANNE CROSS | ||
| Vice President | 1.00 | $0 |
| CHARLIE HUTTO | ||
| BOARD MEMBER | 1.00 | $0 |
| MARK LEITNER | ||
| ALLOC. CHAIR | 1.00 | $0 |
| MATT GHOLSON | ||
| Treasurer | 2.00 | $0 |
| WELDON GRAY | ||
| BOARD MEMBER | 1.00 | $0 |
| GINA JUAREZ | ||
| BOARD MEMBER | 1.00 | $0 |
| AMANDA WALLACE | ||
| BOARD MEMBER | 1.00 | $0 |
| MONTE ROUQUETTE | ||
| BOARD MEMBER | 1.00 | $0 |
| SHEA VESTAL | ||
| President | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACEY LOPEZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 775 | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75653 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9036577716 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $192,247 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,338 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $201,734 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $173,098 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $169,602 | CurrentTaxYearAmt |
| Total | $892,019 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $192,247 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,338 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $201,734 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $173,098 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $169,602 | CurrentTaxYearAmt |
| Total | $892,019 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $892,019 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $795 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $336 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,043 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $249 | CurrentTaxYearAmt |
| Total | $3,073 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $22,890 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,066 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,889 | CurrentTaxYearAmt |
| Total | $38,845 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $933,937 | TotalSupportAmt |
| Public Support CY170 | 0.95510 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96200 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (26 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.14 | | Donee's Name: MEALS ON WHEELS | Donee's Address: 514 N VAN BUREN HENDERSON TX 75652 | Relationship of Donee: NONE | Cash Amount Given: $10000 |
| Grants and Similar Amounts Paid In Excess of $5,000.17 | | Donee's Name: RUSK CO. CHILD WELFARE BOARD | Donee's Address: 325 FAIRPARK HENDERSON TX 75654 | Relationship of Donee: NONE | Cash Amount Given: $6500 |
| Grants and Similar Amounts Paid In Excess of $5,000.32 | | Donee's Name: RUSK COUNTY FRIENDS HELPING FRIENDS | Donee's Address: 701 NORTH HIGH HENDERSON TX 75652 | Relationship of Donee: NONE | Cash Amount Given: $6000 |
| Grants and Similar Amounts Paid In Excess of $5,000.34 | | Donee's Name: BOYS AND GIRLS CLUB | Donee's Address: 701 ROBERTSON BLVD HENDERSON TX 75652 | Relationship of Donee: NONE | Cash Amount Given: $8000 |
| Grants and Similar Amounts Paid In Excess of $5,000.37 | | Donee's Name: CHRISTIAN WOMEN'S JOB CORP | Donee's Address: PO BOX 1437 HENDERSON TX 75653 | Relationship of Donee: NONE | Cash Amount Given: $10000 |
| Grants and Similar Amounts Paid In Excess of $5,000.38 | | Donee's Name: CROSSROADS FAMILY CARE | Donee's Address: PO BOX 489 MT ENTERPRISE TX 75681 | Cash Amount Given: $13000 |
| Grants and Similar Amounts Paid In Excess of $5,000.39 | | Donee's Name: HENDERSON FOOD PANTRY | Donee's Address: PO BOX 2404 HENDERSON TX 75653 | Cash Amount Given: $11000 |
| Grants and Similar Amounts Paid In Excess of $5,000.40 | | Donee's Name: CHILD ADVOCACY CENTER | Donee's Address: PO BOX 1271 HENDERSON TX 75653 | Cash Amount Given: $10000 |
| Grants and Similar Amounts Paid In Excess of $5,000.41 | | Donee's Name: SON SHINE LIGHT HOUSE MINISTRIES | Donee's Address: 295 HUMBLE RD E OVERTON TX 75684 | Cash Amount Given: $12000 |
| Other Expenses.1001 | Advertising and Promotion $84 |
| Other Expenses.1002 | Office Expenses $425 |
| Other Expenses.1009 | Depreciation $42 |
| Other Expenses.1012 | Insurance $3605 |
| Other Expenses.1 | T - SHIRTS $3333 |
| Other Expenses.2 | MEMBERSHIP DUES $2950 |
| Other Expenses.4 | COMPUTER & INTERNET $1101 |
| Other Expenses.5 | SUPPLIES - CAMPAIGN $871 |
| Other Expenses.6 | TELEPHONE AND UTILITIES $431 |
| Other Expenses.7 | MISCELLANEOUS EXPENSES $101 |
| Other Expenses.8 | EXECUTIVE COMMITTEE LUNCHEONS $96 |
| Other Assets.1003 | Machinery and Equipment - Beginning $42 Machinery and Equipment - Ending $0 |
| Other Assets.1006 | Pledges and Grants Receivable - Beginning $36111 Pledges and Grants Receivable - Ending $37005 |
| Other Assets.1 | DEPOSITS - Beginning $200 DEPOSITS - Ending $200 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $2529 Accounts Payable and Accrued Expenses - Ending $2529 |
| Total Liabilities.1002 | Grants Payable - Beginning $110500 Grants Payable - Ending $122250 |
| Total Liabilities.1008 | Unsecured Notes and Loans Payable - Beginning $2200 Unsecured Notes and Loans Payable - Ending $0 |