2022-09-27T17:24:27-05:00 2022-03-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2021-04-01 741167964 United Way of Greater Houston UNIT 7136852300 50 Waugh Drive Houston TX 770075813 Jaideep Hebbar VP & CSFO 7136852300 2022-09-27 1 Jaideep Hebbar 999009999 Barbara Murphy P01386215 7134395739 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z Amanda McMillian 50 Waugh Drive Houston TX 770075813 66144821 0 X www.unitedwayhouston.org X 1922 TX See Schedule O We work together to improve lives, build a stronger community, and create meaningful opportunities for people to prosper. 49 49 218 6400 0 0 89960688 61358826 3155222 2170513 2170059 514844 -18066 -11606 95267903 64032577 66381475 65034887 0 0 16365335 15720804 0 159000 6025161 7605113 9546157 90351923 90460848 4915980 -26428271 102421999 90238589 26645898 40658786 75776101 49579803 X United Way works together to improve lives, build a stronger community, and create meaningful opportunities for people to prosper. 0 0 51062756 48868898 382415 See Schedule OCreating opportunities for People to Prosper - Together we work to create opportunities for individuals and families to thrive and to achieve what every family wants: a pathway to self-sufficiency and a sustainable quality of life. This work and our investments are focused on ALICE (Asset Limited, Income Constrained, Employed). ALICE represents those who are working but struggle to afford the basic necessities of housing, food, childcare, health care, and transportation. Guided by research and data, United Way focuses on and invests in high-quality programs aimed at serving ALICE and those living below the Federal Poverty Level, a group which collectively makes up 47% of the population in the Greater Houston Area in 2018. Last year, 774,000 individuals got the help they needed rebuilding their lives after crises through basic needs assistance, mental health services, housing and emergency shelter, domestic violence services, substance abuse services and assistance with needs such as transportation and life skills; 614,000 families and neighborhoods got help becoming self-sufficient and strong through job skills and career readiness, financial coaching and literacy courses, credit-building, parenting classes, family counseling, health care and basic needs assistance through the United Way THRIVE collaborative which gives families the tools, resources, and support to achieve financial stability; 204,000 young people got help building a foundation for future success through early childhood education, out-of-school enrichment, mentors, summer grants, and other academic, parent, and family engagement support through our United Way Bright Beginnings, Out 2 Learn, MATH programs and partnerships; and 30,000 seniors remained strong and independent through help with daily living, nutritious meals, home visits and care, social interaction and a citywide support network and advocacy for senior issues. 16464376 3680779 1788098 See Schedule OCommunity Outreach services / programs: 2-1-1 Texas/United Way HELPLINE - In 2021, the 2-1-1 Texas/United Way HELPLINE connected 1.1 million of our neighbors with help, hope, and critical resources, though live chat, text, and chatbot services. The 2-1-1 Texas/United Way HELPLINE operates 24/7, 365 days per year, and is a free and confidential service staffed by trained specialists who speak a variety of languages and find real answers for callers as they work the largest helpline of its kind in the country with one of the most comprehensive social services databases in the state. United Way Centers - United Way Centers across our 4-county region increase access to and availability of health and human services in our community. These centers, located in the Bay Area of Harris County, Fort Bend County, Montgomery County, and Waller County, house nonprofit organizations to help with basic needs, counseling, services for children and youth, employment services, and other critical needs, and to bring services closer to where people live.United Way Nonprofit Connection - United Way believes that a strong nonprofit sector is essential to a strong community. Nonprofit Connection continues to be Houston's primary resource for nonprofit management and leadership development, providing leadership development, consulting, training and technical assistance, all designed to increase organizational effectiveness. United Way does this through its Power Tools for Nonprofits conference and its Project Blueprint program. In 2021, more than 600 people logged into Power Tools sessions such as sustaining the viability of nonprofits in tough economic climates and increasing staff and volunteer morale, productivity, and creativity, including a track on diversity, equity, and inclusion. In 2021, Project Blueprint prepared 33 emerging and current leaders in our multicultural community for leadership on nonprofit and public sector boards.The Community Resource Center Facility space is made available at no/low cost to nonprofits and community organizations. 12485210 12485210 See Schedule ODisaster Preparedness and Recovery - United Way provides support to our first responders on a year-round basis through our work with community leadership Disaster Summits and Long-Term Recovery convenings and committees. In times of disaster, United Way raises and invests funds for immediate recovery. In February 2021, the Texas Severe Winter Storm paralyzed our community. Freezing temperatures, icy roads, and power and water outages created unforeseen hardship, especially as our community continued to grapple with an ongoing pandemic. Thanks to generous donors, United Way raised over $17 million to support the needs of our community suffering from the effects of the Winter Storm. All of these funds were disbursed through grants to nearly 60 unique nonprofit partners providing critical resources and recovery services to impacted families. These funds served more than 27,000 individuals in over 8,000 households. The categories of expenditures are provision of basic needs of food and shelter, case management to guide individuals through recovery, funding for minor home repair, and assistance with behavioral health and unmet needs. These funds are not used for United Way internal staffing, infrastructure, technology operations or any other internal purpose. These funds are not considered campaign revenue and are not commingled with any other revenue or any other internal or external fund. 80012342 1 1 0 1 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 54 0 1 218 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 49 49 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Jaideep Hebbar VP & CSFO 7136852300 50 Waugh Drive Houston TX 770075813 Armando Perez Chair 2.00 0.00 X X 0 0 0 Amy Chronis Secretary 2.00 0.00 X X 0 0 0 Dorothy Ables Trustee 2.00 0.00 X 0 0 0 Esi Akinosho Trustee 2.00 0.00 X 0 0 0 David Baker Trustee 2.00 0.00 X 0 0 0 Steve Bergstrom Trustee 2.00 0.00 X 0 0 0 Marc Boom Trustee 2.00 0.00 X 0 0 0 David L Callender Trustee 2.00 0.00 X 0 0 0 Antonio Tony Canales Trustee 2.00 0.00 X 0 0 0 Chris Champion Trustee 2.00 0.00 X 0 0 0 Willie Chiang Trustee 2.00 0.00 X 0 0 0 Cynthia Colbert Trustee 2.00 0.00 X 0 0 0 Daniel Cardinal DiNardo Trustee 2.00 0.00 X 0 0 0 Leslie Duke Trustee 2.00 0.00 X 0 0 0 Tina Faraca Trustee 2.00 0.00 X 0 0 0 Clint Follette Trustee 2.00 0.00 X 0 0 0 Jesse Gelsomini Trustee 2.00 0.00 X 0 0 0 Mary Beth Gracy Trustee 2.00 0.00 X 0 0 0 John Gremp Trustee 2.00 0.00 X 0 0 0 Scott Hallam Trustee 2.00 0.00 X 0 0 0 John Johnson Trustee 2.00 0.00 X 0 0 0 Sandy Johnson Trustee 2.00 0.00 X 0 0 0 Ryan Lance Trustee 2.00 0.00 X 0 0 0 Rabbi David Lyon Trustee 2.00 0.00 X 0 0 0 Liam Mallon Trustee 2.00 0.00 X 0 0 0 Nataly Marks Trustee 2.00 0.00 X 0 0 0 Ralph Martinez Trustee 2.00 0.00 X 0 0 0 Lilyanne McClean Trustee 2.00 0.00 X 0 0 0 Wayne McConnell Trustee 2.00 0.00 X 0 0 0 Kenneth M Mercado Trustee 2.00 0.00 X 0 0 0 Ron Oran Trustee 2.00 0.00 X 0 0 0 Sue Payne Trustee 2.00 0.00 X 0 0 0 Doug Pferdehirt Trustee 2.00 0.00 X 0 0 0 Jean-Francois Poupeau Trustee 2.00 0.00 X 0 0 0 Tracie J Renfroe Trustee 2.00 0.00 X 0 0 0 Jamey Rootes Trustee 2.00 0.00 X 0 0 0 Joe Rovig Trustee 2.00 0.00 X 0 0 0 Becky Rush Trustee 2.00 0.00 X 0 0 0 Geraldine Slattery Trustee 2.00 0.00 X 0 0 0 Steve Stephens Trustee 2.00 0.00 X 0 0 0 Y Ping Sun Trustee 2.00 0.00 X 0 0 0 Eric Tanzberger Trustee 2.00 0.00 X 0 0 0 Christi Thoms-Knox Trustee 2.00 0.00 X 0 0 0 Sam Tucker Trustee 2.00 0.00 X 0 0 0 Marc Watts Trustee 2.00 0.00 X 0 0 0 Donna Sims Wilson Trustee 2.00 0.00 X 0 0 0 Don Woo Trustee 2.00 0.00 X 0 0 0 Bill Yardley Trustee 2.00 0.00 X 0 0 0 Melissa Young Trustee 2.00 0.00 X 0 0 0 Amanda McMillian President & CEO 50.00 0.00 X 315722 0 53878 Jaideep Hebbar VP & CFSO (from Dec 2021) 50.00 0.00 X 29004 0 0 Michael K Stewart EVP & CFO (to Sept 2021) 50.00 0.00 X 196898 0 15057 Angel Harris VP & Chief Adv. Officer 50.00 0.00 X 243937 0 17037 Donna L Cook VP, Communications & CBO 50.00 0.00 X 171724 0 31434 Wendy M Johnson VP, HR & Chief Admin. Officer 50.00 0.00 X 166342 0 12836 Margaret M Oser VP, Mission & Strategy 50.00 0.00 X 159783 0 23059 Barbara L Walker AVP, Donor Relations 50.00 0.00 X 182167 0 26256 Jeffrey Nash AVP, Innovation & Data Mgt 50.00 0.00 X 148162 0 41650 Traci M Jack Sr Director, Strategy & Analytics 50.00 0.00 X 159841 0 13170 Veronica Hagerty AVP, Community Relations 50.00 0.00 X 145410 0 22340 Mary Vazquez VP Community Outreach 50.00 0.00 X 144209 0 43189 Anna M Babin Senior Advisor 50.00 0.00 X 452742 0 22174 2515941 0 322080 21 1 1 0 GardaWorld Security Services 13333 NW Freeway Houston TX 77040 Security 266229 Deutser LLC 5847 San Felipe St Ste 2500 Houston TX 77057 Consulting 258305 Houston Public Media 4343 Elgin Houston TX 77204 Media promotions 196559 Boston Children's Hospital 300 Longwood Avenue Boston MA 02115 Evaluation services 190657 Working Partners LLC 1302 Waugh Dr 126 Houston TX 77019 Consulting 167064 12 53096625 101867 1757876 6402458 1869394 61358826 Government contracts/fees 900099 1422034 1422034 Referral services/other 519100 382415 382415 Support services 561000 329800 329800 MAP registration 561000 36264 36264 2170513 495299 495299 2072527 2052982 19545 19545 19545 47656 101867 59262 -11606 -11606 64032577 2170513 0 503238 65034887 65034887 1431240 604699 508854 317687 10977603 6516977 1835982 2624644 798803 470554 138832 189417 1654169 958740 306357 389072 858989 494232 161259 203498 2725 176 2549 73513 73513 159000 159000 34006 34006 1614655 509779 550198 554678 226644 113322 113322 677424 397913 93501 186010 784675 343328 128842 312505 1798039 1516056 108116 173867 58048 10955 31572 15521 276095 5177 18438 252480 1122290 623233 243911 255146 1259942 814300 169211 276431 17869 15067 1074 1728 Program expenses 1572350 1572350 Dues & subscriptions 27882 10597 17130 155 90460848 80012342 4423345 6025161 18127003 10195086 31165930 28027576 519810 28602 24904 29200 394524 181421 47314152 18314100 30085112 29000052 21873074 22589830 231642 186822 102421999 90238589 1892483 1821572 23745763 37935233 1007652 901981 26645898 40658786 X 62272825 45095653 13503276 4484150 75776101 49579803 102421999 90238589 -26428271 231973 0 X 0 1 X 1 1 1 X 121065264 67684814 68255334 89960688 61358826 408324926 121065264 67684814 68255334 89960688 61358826 408324926 1450547 406874379 804548 1290408 878635 419203 495299 3888093 412213019 15364199 0.98700 0.98820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 90426842 90426842 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 0 1 X 13800 6840220 6854020 31232296 9997304 21234992 9227836 8316796 911040 29000052 65400565 231973 1110759 1342732 64057833 34006 -59262 -25256 64032577 91596863 1110759 1110759 90486104 34006 -59262 -25256 90460848 Part IV, Line 2b: Each year, United Way facilitates workplace campaigns with numerous national and multi-national corporations whose employees are located throughout the United States. Some of these employees designate their gifts to United Way organizations (and affiliated agencies) outside of the Houston area. These gifts are not recorded as revenue, rather, a liability is created and funds are distributed to those other United Way entities as received. Part XI, Line 4b - Other Adjustments: Special event expenses -59,262. Part XII, Line 4b - Other Adjustments: Special event expenses -59,262. X X X X X X 1 Dini Spheris 2727 Allen Pkwy Ste 1650 Houston TX 77019 Campaign consulting services 0 0 159000 -159000 159000 -159000 TX Women Who Rock 149523 101867 47656 59262 149523 101867 47656 59262 59262 -11606 1 AccessHealth 400 Austin Street Richmond TX 77469 741951476 501(c)(3) 21176 0 Disaster AccessHealth 400 Austin Street Richmond TX 77469 741951476 501(c)(3) 8200 0 Families and neighborhoods AccessHealth 400 Austin Street Richmond TX 77469 741951476 501(c)(3) 632370 0 General Support After Military Service 16506 FM 529 Houston TX 77095 822280328 501(c)(3) 9250 0 Veteran Grants ALAR Institute 3920 Stoney Brook Dr Houston TX 77063 760658990 N/A 40000 0 Children and youth education Aldine ISD 2520 WW Thorne Blvd Houston TX 77073 746001110 Govt. 35000 0 Children and youth education Alief ISD 12321 Alief Clodine Rd Houston TX 77082 746001110 Govt. 33800 0 Children and youth education Alliance for Multicultural Community Services 6440 Hillcroft Suite 411 Houston TX 770813104 760171217 501(c)(3) 153333 0 Families and neighborhoods Alliance for Multicultural Community Services 6440 Hillcroft Suite 411 Houston TX 770813104 760171217 501(c)(3) 380000 0 Rebuilding lives, digital access - THRIVE Alliance for Multicultural Community Services 6440 Hillcroft Suite 411 Houston TX 770813104 760171217 501(c)(3) 96920 0 General Support Alliance of Community Assistance Ministries 710 N Post Oak Rd 210 Houston TX 77024 275410988 501(c)(3) 100000 0 General Support Alpha Academy #2 7722 Van Ness St Houston TX 77037 920193188 N/A 6600 0 Children and youth education American Cancer Society PO Box 570127 Houston TX 77257 131788491 501(c)(3) 548288 0 General Support American Red Cross-Greater Houston Area Chapter PO Box 397 Houston TX 770010397 530196605 501(c)(3) 595756 0 General Support Angel Reach Inc 206A South Loop 336W 203 Conroe TX 77304 205665097 501(c)(3) 247625 0 General Support Anita Designer Foundation 505 W Gray St Apt 4 Houston TX 77019 822727246 501(c)(3) 75000 0 Disaster Arms Wide Adoption Services 6925 Portwest Drive Houston TX 77024 742116380 501(c)(3) 162797 0 General Support Attack Poverty 3727 Greenbriar Dr Ste 100 Stafford TX 77477 452401548 501(c)(3) 802852 0 Disaster AVANCE-Houston Inc 4281 Dacoma Houston TX 77092 911780562 501(c)(3) 267035 0 General Support AVDA (Aid to Victims of Domestic Abuse) 1001 Texas Avenue Suite 600 Houston TX 77002 742141981 501(c)(3) 104964 0 General Support Avenue CDC 3517 Irvington Blvd Houston TX 77009 760380602 501(c)(3) 500000 0 Disaster Avondale House 3737 OMeara Drive Houston TX 77025 741865489 501(c)(3) 156513 0 General Support BACODA (Bay Area Council on Drugs & Alcohol Inc) 1300 A Bay Area Blvd Suite 102 Houston TX 77058 741842507 501(c)(3) 55183 0 General Support Baker Ripley PO Box 271389 Houston TX 772771389 237062976 501(c)(3) 4151388 0 General Support Baker Ripley PO Box 271389 Houston TX 772771389 237062976 501(c)(3) 1068058 0 Rebuilding lives, tax time - THRIVE Baker Ripley PO Box 271389 Houston TX 772771389 237062976 501(c)(3) 600000 0 Disaster Baker Ripley PO Box 271389 Houston TX 772771389 237062976 501(c)(3) 1010000 0 Families and neighborhoods Bay Area Rehabilitation Center 5313 Decker Drive Baytown TX 77520 741303721 501(c)(3) 107567 0 General Support Bay Area Turning Point Inc PO Box 890929 Houston TX 772890929 760353058 501(c)(3) 157747 0 General Support Bee Busy Wellness Center 8785 West Bellfort Houston TX 77031 270653014 501(c)(3) 8200 0 Families and neighborhoods Big Brothers Big Sisters Lone Star 1003 Washington Ave Houston TX 77002 750800632 501(c)(3) 650466 0 General Support Boy Scouts of America - Sam Houston Area Council PO Box 924528 Houston TX 772924528 760239833 501(c)(3) 992586 0 General Support Boys and Girls Clubs of Greater Houston Inc 815 Crosby Street Houston TX 77019 760270942 501(c)(3) 300517 0 General Support Bridgewood Farms 11680 Rose Rd Conroe TX 77303 741595096 501(c)(3) 29671 0 General Support Capital Good Fund 333 Smith St Providence RI 02908 800348382 501(c)(3) 75000 0 Families and neighborhoods Capital Idea Houston 2101 Crawford St 211 Houston TX 77002 472462360 501(c)(3) 60000 0 Families and neighborhoods Capital Idea Houston 2101 Crawford St 211 Houston TX 77002 472462360 501(c)(3) 90000 0 Rebuilding lives - THRIVE Career and Recovery Resources Inc 2525 San Jacinto Houston TX 77002 741161942 501(c)(3) 631481 0 General Support Career Gear 750 Sharpstown Ctr Houston TX 770360000 200383035 501(c)(3) 10250 0 Veteran Grants Catholic Charities of the Archdiocese of Galveston-Houston PO Box 66508 Houston TX 77266 741109733 501(c)(3) 1060000 0 Disaster Catholic Charities of the Archdiocese of Galveston-Houston PO Box 66508 Houston TX 77266 741109733 501(c)(3) 929006 0 General Support Center for Hearing and Speech 1417 Houston Ave Houston TX 77007 746003178 501(c)(3) 415180 0 General Support Children at Risk - Growing up Houston 2900 Weslayan Suite 400 Houston TX 77027 760360533 501(c)(3) 25000 0 Children and youth education Chinese Community Center Inc 9800 Town Park Drive Houston TX 77036 760067885 501(c)(3) 97333 0 Families and neighborhoods Chinese Community Center Inc 9800 Town Park Drive Houston TX 77036 760067885 501(c)(3) 230835 0 General Support Chinese Community Center Inc 9800 Town Park Drive Houston TX 77036 760067885 501(c)(3) 196000 0 Rebuilding lives, digital access - THRIVE Christian Community Service Center Inc (CCSC) PO Box 27924 Houston TX 772277924 742128141 501(c)(3) 138437 0 General Support Christian Community Service Center Inc (CCSC) PO Box 27924 Houston TX 772277924 742128141 501(c)(3) 40000 0 General Support Christian Community Service Center Inc (CCSC) PO Box 27924 Houston TX 772277924 742128141 501(c)(3) 70000 0 Rebuilding lives - THRIVE Christian Community Service Center Inc (CCSC) PO Box 27924 Houston TX 772277924 742128141 501(c)(3) 46667 0 Families and neighborhoods City of Houston-Bank on Houston 901 Bagby St 8th Floor Houston TX 77002 760573676 Govt. 23333 0 Families and neighborhoods City of Houston-Bank on Houston 901 Bagby St 8th Floor Houston TX 77002 760573676 Govt. 35000 0 Rebuilding lives - THRIVE Coalition for the Homeless 600 Jefferson Street Suite 2050 Houston TX 77002 760257018 501(c)(3) 235000 0 Disaster Coalition for the Homeless 600 Jefferson Street Suite 2050 Houston TX 77002 760257018 501(c)(3) 214000 0 Rebuilding lives Collaborative for Children 1111 North Loop W Ste 600 Houston TX 77008 760228065 501(c)(3) 774012 0 Children and youth education CollegeCommunityCareer 15 Sovereign Circle Richmond TX 77469 460623034 501(c)(3) 300995 0 Children and youth education Colorado Valley Transit Inc PO Box 940 Columbus TX 78934 742415478 501(c)(3) 108561 0 General Support Communities In Schools of Houston Inc 1235 N Loop W Houston TX 77008 262053733 501(c)(3) 995539 0 Children and youth education Community Assistance Center 1022 McCall Avenue Conroe TX 77301 760000798 501(c)(3) 371887 0 General Support Community Family Centers Inc 7524 Avenue E Houston TX 77012 741691632 501(c)(3) 514131 0 General Support Connective 515 Post Oak Blvd 1000 Houston TX 77027 843567749 501(c)(3) 1045000 0 Disaster Covenant Community Capital PO Box 15398 Houston TX 77220 760573676 501(c)(3) 266500 0 Rebuilding lives - THRIVE Covenant Community Capital PO Box 15398 Houston TX 77220 760573676 501(c)(3) 177667 0 Families and neighborhoods Creative World School 6800 N Fry Rd Katy TX 77449 204142761 N/A 6979 0 Children and youth education Dell PO Box 676021 Dallas TX 75267 742487834 N/A 79999 0 Children and youth education DePelchin Children's Center 4950 Memorial Houston TX 77007 760318867 501(c)(3) 1526921 0 General Support East Fort Bend Human Needs Ministry Inc PO Box 1611 Stafford TX 77497 760327598 501(c)(3) 29145 0 General Support East Harris County Empowerment Council 12605 East Fwy Ste 600 Houston TX 77015 270377576 501(c)(3) 400000 0 Disaster Easter Seals of Greater Houston Inc 4888 Loop Central Drive Suite 200 Houston TX 77081 741238418 501(c)(3) 52000 0 Families and neighborhoods Easter Seals of Greater Houston Inc 4888 Loop Central Drive Suite 200 Houston TX 77081 741238418 501(c)(3) 500000 0 Disaster Easter Seals of Greater Houston Inc 4888 Loop Central Drive Suite 200 Houston TX 77081 741238418 501(c)(3) 827975 0 General Support Easter Seals of Greater Houston Inc 4888 Loop Central Drive Suite 200 Houston TX 77081 741238418 501(c)(3) 144667 0 Rebuilding lives - THRIVE ECHOS-Epiphany Community Health Outreach Services 9600 South Gessner Building E Houston TX 77071 760645238 501(c)(3) 40000 0 General Support ECHOS-Epiphany Community Health Outreach Services 9600 South Gessner Building E Houston TX 77071 760645238 501(c)(3) 101522 0 General Support Eight Million Stories 3015 N Macgregor Way Houston TX 77004 463716567 501(c)(3) 75000 0 Disaster Emergency Aid Coalition 5401 Fannin Houston TX 77004 760060267 501(c)(3) 85492 0 General Support Evelyn Rubenstein Jewish Community Center 5601 South Braeswood Houston TX 770963999 741198298 501(c)(3) 708628 0 General Support Family Houston 4625 Lillian Street Houston TX 77007 741152613 501(c)(3) 2286526 0 General Support Family Houston 4625 Lillian Street Houston TX 77007 741152613 501(c)(3) 630040 0 Rebuilding lives, digital access - THRIVE Family Houston 4625 Lillian Street Houston TX 77007 741152613 501(c)(3) 50600 0 General Support Family Houston 4625 Lillian Street Houston TX 77007 741152613 501(c)(3) 34543 0 Children and youth education Family Houston 4625 Lillian Street Houston TX 77007 741152613 501(c)(3) 92292 0 Disaster Family Houston 4625 Lillian Street Houston TX 77007 741152613 501(c)(3) 254506 0 Families and neighborhoods Fe y Justicia Worker Center Houston 1209 James Street Houston TX 77009 453855515 501(c)(3) 200000 0 Disaster Fifth Ward Community Redevelopment 4300 Lyons Ave Ste 300 Houston TX 77020 760288037 501(c)(3) 2250000 0 Disaster Focusing Families PO Box 1053 Hempstead TX 77445 760631349 501(c)(3) 7500 0 Families and neighborhoods Fort Bend County Women's Center Inc PO Box 183 Richmond TX 774060183 760032451 501(c)(3) 186031 0 General Support Fort Bend County Women's Center Inc PO Box 183 Richmond TX 774060183 760032451 501(c)(3) 8200 0 Families and neighborhoods Fort Bend Family Promise 4645 Cartwright Road Missouri City TX 77459 203263469 501(c)(3) 8200 0 Families and neighborhoods Fort Bend Habitat for Humanity 505 Julie Rivers Dr Ste 150 Sugar Land TX 77478 760355468 501(c)(3) 78750 0 Disaster Fort Bend Regional Council on Substance Abuse Inc 10435 Greenbough Drive 250 Stafford TX 77477 741873333 501(c)(3) 136022 0 General Support Fort Bend Seniors Meals on Wheels PO Box 1488 Rosenberg TX 77471 741918313 501(c)(3) 344840 0 General Support Fort Bend Seniors Meals on Wheels PO Box 1488 Rosenberg TX 77471 741918313 501(c)(3) 29250 0 Veteran Grants GENAustin PO BOX 3122 Austin TX 78764 742837732 501(c)(3) 31300 0 Children and youth education Girl Scouts of San Jacinto Council 3110 Southwest Freeway Houston TX 77098 746001254 501(c)(3) 20000 0 Children and youth education Girl Scouts of San Jacinto Council 3110 Southwest Freeway Houston TX 77098 746001254 501(c)(3) 1016512 0 General Support Girls Inc 2190 North Loop West Suite 10 Houston TX 77018 760483812 501(c)(3) 59390 0 Children and youth education Goodwill Industries 1140 West Loop North Fwy Houston TX 77055 741285095 501(c)(3) 72000 0 Families and neighborhoods Goodwill Industries 1140 West Loop North Fwy Houston TX 77055 741285095 501(c)(3) 173333 0 Rebuilding lives - THRIVE Grace After Fire 2929 McKinney St Houston TX 77003 463653209 501(c)(3) 11250 0 Veteran Grants Greater Houston Community Foundation 515 Post Oak Blvd 1000 Houston TX 77027 237160400 501(c)(3) 200000 0 Disaster Greater Houston Partnership 701 Avenida De Las Americas 900 Houston TX 77010 760267896 501(c)(3) 100000 0 Families and neighborhoods Greater Houston Partnership 701 Avenida De Las Americas 900 Houston TX 77010 760267896 501(c)(3) 150000 0 Rebuilding lives - THRIVE Gulf Coast Trades Center 143 Forest Service Road 233 New Waverly TX 77358 741694949 501(c)(3) 72493 0 General Support Habitat for Humanity Northwest Harris County PO Box 682785 Houston TX 77268 760273510 501(c)(3) 250000 0 Disaster Harris County Area Agency on Aging 8000 N Stadium Dr Houston TX 77054 272920745 Govt. 100000 0 Disaster Harris County Area Agency on Aging 8000 N Stadium Dr Houston TX 77054 272920745 Govt. 100000 0 Rebuilding lives Harris County Department of Education 6300 Irvington Blvd Houston TX 77022 746001215 Govt. 69250 0 Children and youth education Hope Disaster Recovery 12715 Telge Rd Cypress TX 77429 825013278 501(c)(3) 200000 0 Disaster Houston Advanced Research Center 8801 Gosling Rd The Woodlands TX 77381 760038315 501(c)(3) 18764 0 Disaster Houston Area Urban League Inc 1301 Texas Avenue Houston TX 77002 741611455 501(c)(3) 108426 0 Children and youth education Houston Area Urban League Inc 1301 Texas Avenue Houston TX 77002 741611455 501(c)(3) 127002 0 Disaster Houston Area Urban League Inc 1301 Texas Avenue Houston TX 77002 741611455 501(c)(3) 60000 0 Families and neighborhoods Houston Area Urban League Inc 1301 Texas Avenue Houston TX 77002 741611455 501(c)(3) 90000 0 Rebuilding lives - THRIVE Houston Area Urban League Inc 1301 Texas Avenue Houston TX 77002 741611455 501(c)(3) 388674 0 General Support Houston Area Women's Center 1010 Waugh Drive Houston TX 77019 742029166 501(c)(3) 581813 0 General Support Houston Food Bank 535 Portwall St Houston TX 77029 742181456 501(c)(3) 16280 0 Disaster Houston in Action 515 Post Oak Blvd 1000 Houston TX 77027 830940984 501(c)(3) 500000 0 Disaster Houston Responds 18214 Upper Bay Rd 580651 Houston TX 77058 824354555 501(c)(3) 100000 0 Disaster Houston-Galveston Area Council 3555 Timmons Ln Ste 100 Houston TX 77027 562380180 501(c)(3) 100000 0 Children and youth education Humble Area Assistance Ministries 1302 First St East Humble TX 77338 760298820 501(c)(3) 137500 0 Disaster Humble Area Assistance Ministries 1302 First St East Humble TX 77338 760298820 501(c)(3) 129210 0 General Support HYPE Freedom School Inc 1801 Brighton Brook Ln Pearland TX 775816566 465133254 501(c)(3) 27300 0 Children and youth education ICNA Relief USA 4021 Baden St Houston TX 77009 043810161 501(c)(3) 100000 0 Disaster Interfaith Caring Ministries Inc 151 Park Avenue League City TX 77573 760143694 501(c)(3) 48666 0 General Support Interfaith Caring Ministries Inc 151 Park Avenue League City TX 77573 760143694 501(c)(3) 110000 0 Disaster Interfaith Caring Ministries Inc 151 Park Avenue League City TX 77573 760143694 501(c)(3) 46000 0 General Support Interfaith Ministries for Greater Houston 3303 Main St Houston TX 77002 741488102 501(c)(3) 773310 0 General Support Islamic Society Greater Houston 3110 Eastside St Houston TX 77098 237065716 501(c)(3) 75000 0 Disaster Ivy Kids 1906 Country Place Pkwy Pearland TX 77584 811760190 501(c)(3) 15500 0 Children and youth education Jewish Family Service 4131 South Braeswood Blvd Houston TX 77025 741152607 501(c)(3) 451927 0 General Support Julia C Hester House Inc 2020 Solo Houston TX 77020 741714283 501(c)(3) 183662 0 General Support Katy Christian Ministries PO Box 986 Katy TX 77492 760157123 501(c)(3) 95207 0 General Support Katy Christian Ministries PO Box 986 Katy TX 77492 760157123 501(c)(3) 100000 0 Disaster Katy Responds 22765 Westheimer Pkwy Katy TX 77450 831220489 501(c)(3) 333750 0 Disaster Kinder Institute for Urban Research Rice University 6500 Main St 1020 Houston TX 77005 741109620 501(c)(3) 25000 0 Rebuilding lives Kinder Institute for Urban Research Rice University 6500 Main St 1020 Houston TX 77030 741109620 501(c)(3) 25000 0 Disaster Legacy Community Health Services Inc PO Box 66308 Houston TX 772666308 760009637 501(c)(3) 209014 0 General Support Local Initiatives Support Corporation 1111 North Loop West Suite 740 Houston TX 77008 133030229 501(c)(3) 248465 0 General Support Local Initiatives Support Corporation 1111 North Loop West Suite 740 Houston TX 77008 133030229 501(c)(3) 100000 0 Rebuilding lives - THRIVE Local Initiatives Support Corporation 1111 North Loop West Suite 740 Houston TX 77008 133030229 501(c)(3) 66667 0 Families and neighborhoods Local Initiatives Support Corporation 1111 North Loop West Suite 740 Houston TX 77008 133030229 501(c)(3) 43781 0 Children and youth education Lone Star Legal Aid 1415 Fannin Avenue 3rd Floor Houston TX 77002 741537787 501(c)(3) 38750 0 Veteran Grants Lone Star Legal Aid 1415 Fannin Avenue 3rd Floor Houston TX 77002 741537787 501(c)(3) 75538 0 General Support Louisiana Association of United Ways PO Box 3416 Baton Rouge LA 70821 204586416 501(c)(3) 25000 0 Disaster Meals on Wheels Montgomery Country 1202 Callahan Avenue Conroe TX 77301 237310650 501(c)(3) 114424 0 General Support Memorial Assistance Ministries 1625 Blalock Rd Houston TX 77080 760044172 501(c)(3) 88407 0 General Support Memorial Assistance Ministries 1625 Blalock Rd Houston TX 77080 760044172 501(c)(3) 660000 0 Disaster Memorial Assistance Ministries 1625 Blalock Rd Houston TX 77080 760044172 501(c)(3) 226666 0 Families and neighborhoods Memorial Assistance Ministries 1625 Blalock Rd Houston TX 77080 760044172 501(c)(3) 540000 0 Rebuilding lives, digital access - THRIVE Memorial Assistance Ministries 1625 Blalock Rd Houston TX 77080 760044172 501(c)(3) 280010 0 General Support Mental Health America of Greater Houston Inc 2211 Norfolk Suite 810 Houston TX 77098 741272394 501(c)(3) 120272 0 General Support Mental Health America of Greater Houston Inc 2211 Norfolk Suite 810 Houston TX 77098 741272394 501(c)(3) 11250 0 Veteran Grants Montgomery County Food Bank 1 Food for Life Way Conroe TX 77385 760153892 501(c)(3) 116283 0 Disaster Montgomery County Women's Center 1401 Airport Road Conroe TX 77301 760061208 501(c)(3) 378161 0 General Support Motivation Education & Training Inc PO Box 1838 New Caney TX 77357 741604560 501(c)(3) 76342 0 General Support Multicultural Education and Counseling Through the Arts 1900 Kane Street Houston TX 77007 742044904 501(c)(3) 54500 0 Children and youth education Multicultural Education and Counseling Through the Arts 1900 Kane Street Houston TX 77007 742044904 501(c)(3) 199212 0 General Support My Brother's Keeper Outreach Center PO Box 722385 Houston TX 77272 201966843 501(c)(3) 83063 0 General Support New Caney New Horizons PO Box 711 New Caney TX 77357 760377281 501(c)(3) 69580 0 General Support Northwest Assistance Ministries 15555 Kuykendahl Houston TX 77090 760088702 501(c)(3) 108905 0 General Support Northwest Assistance Ministries 15555 Kuykendahl Houston TX 77090 760088702 501(c)(3) 200000 0 Families and neighborhoods Northwest Assistance Ministries 15555 Kuykendahl Houston TX 77090 760088702 501(c)(3) 370000 0 Rebuilding lives, digital access - THRIVE On The Road Lending 1500 North Loop 12 Irving TX 75061 383910893 501(c)(3) 50000 0 Families and neighborhoods On The Road Lending 1500 North Loop 12 Irving TX 75061 383910893 501(c)(3) 75000 0 Rebuilding lives - THRIVE Organizacion Latina Trans in Texas 201 Stratford St Houston TX 77006 474633481 501(c)(3) 75000 0 Disaster Panther Creek Inspiration Ranch PO Box 130001 The Woodlands TX 77393 205323335 501(c)(3) 39702 0 General Support Pathfinder Mission 4808 Fairmont Pkwy 302 Pasadena TX 77505 205368653 501(c)(3) 150000 0 Disaster Primrose School of College Station 1021 Arrington Rd College Station TX 77845 811594789 N/A 9200 0 Children and youth education San Jose Clinic PO Box 2808 Houston TX 772522808 760373703 501(c)(3) 677303 0 General Support Santa Maria Hostel Inc 2605 Parker Rd Houston TX 77093 741669131 501(c)(3) 182034 0 General Support Say Yes to Youth Montgomery County Youth Services 105 W Lewis St Conroe TX 77301 742035878 501(c)(3) 278164 0 General Support SBP 2645 Toulouse St New Orleans LA 70119 262189665 501(c)(3) 250000 0 Disaster SEARCH Homeless Services 2505 Fannin Houston TX 77002 760260403 501(c)(3) 336730 0 General Support Second Mile Mission Center 1135 Highway 90A Missouri City TX 77489 810556112 501(c)(3) 58290 0 General Support SER-Jobs for Progress 1710 Telephone Road Houston TX 77023 741590387 501(c)(3) 320000 0 Families and neighborhoods SER-Jobs for Progress 1710 Telephone Road Houston TX 77023 741590387 501(c)(3) 480000 0 Rebuilding lives - THRIVE SER-Jobs for Progress 1710 Telephone Road Houston TX 77023 741590387 501(c)(3) 26250 0 Veteran Grants Society of St Vincent de Paul - Archdiocese of Galveston-Houston 2403 Holcombe Boulevard Houston TX 77021 741464210 501(c)(3) 23316 0 General Support South Texas College of Law Houston 1303 San Jacinto Houston TX 77002 741554976 501(c)(3) 38750 0 Veteran Grants Southeast Area Ministries 2102 Houston Blvd South Houston TX 77587 760238315 501(c)(3) 17487 0 General Support St James Lutheran Family Life Center 1602 W 43rd Street Houston TX 77018 741390040 501(c)(3) 94984 0 Children and youth education Star of Hope Mission 6897 Ardmore Street Houston TX 77054 741152599 501(c)(3) 790654 0 General Support Target Hunger 2814 Quitman Houston TX 77026 311548849 501(c)(3) 302905 0 General Support Texas A&M 400 Harvey Mitchell Parkway South Ste 300 College Station TX 77845 742648747 501(c)(3) 88125 0 Children and youth education Texas New Community Alliance 10951 Shepherd Hill Rd Willis TX 77318 141935138 501(c)(3) 34677 0 General Support The Bridge Over Troubled Waters PO Box 3488 Pasadena TX 775013488 741989590 501(c)(3) 198856 0 General Support The Center for Pursuit PO Box 130564 Houston TX 77219 741272417 501(c)(3) 785284 0 General Support The Children's Museum of Houston 1500 Binz St Houston TX 77004 742178563 501(c)(3) 217000 0 Children and youth education The Children's Museum of Houston 1500 Binz Houston TX 77004 742178563 501(c)(3) 65000 0 Children and youth education The Council on Recovery PO Box 2768 Houston TX 772522768 760252103 501(c)(3) 438865 0 General Support The Goddard School 835 W 23rd St Houston TX 77008 813731541 N/A 10689 0 Children and youth education The Lighthouse of Houston PO Box 130435 Houston TX 772190435 741146781 501(c)(3) 322601 0 General Support The Montgomery Cty Children's Advocacy Center (dba Children's Safe Harbor) 1519 Oddfellow St Conroe TX 77301 760388402 501(c)(3) 203175 0 General Support The Montrose Center 401 Branard 2nd Floor Houston TX 77006 742050245 501(c)(3) 125890 0 General Support The Pangea Network PO Box 9823 The Woodlands TX 77387 562543962 501(c)(3) 10000 0 Children and youth education The Restoration Team 3911 Campbell Rd Houston TX 77080 832427982 501(c)(3) 400000 0 Disaster The Salvation Army Greater Houston Area Command 1500 Austin Houston TX 77002 750800678 501(c)(3) 1295899 0 General Support The Women's Home 607 Westheimer Houston TX 77006 741467811 501(c)(3) 163052 0 General Support The Women's Resource 730 N Post Oak Rd 204 Houston TX 77024 760318261 501(c)(3) 76667 0 Families and neighborhoods The Women's Resource 730 N Post Oak Rd 204 Houston TX 77024 760318261 501(c)(3) 134366 0 Rebuilding lives - THRIVE The WorkFaith Connection 4555 Dacoma Suite 200 Houston TX 77092 204295703 501(c)(3) 350000 0 Rebuilding lives - THRIVE The WorkFaith Connection 4555 Dacoma Suite 200 Houston TX 77092 204295703 501(c)(3) 293333 0 Rebuilding lives, digital access - THRIVE Tomball Emergency Assistance Ministries 300 W Main St Tomball TX 77375 760195526 501(c)(3) 132900 0 General Support Transmit Receive Labs Inc (TxRx Labs) 205 Roberts St Houston TX 77003 465563614 501(c)(3) 116667 0 Rebuilding lives - THRIVE Tri-County Behavioral Healthcare 233 Sgt Ed Holcomb Blvd S Conroe TX 77304 760032662 501(c)(3) 114118 0 General Support US Dream Academy Inc 3919 Ward St Houston TX 77021 593514841 501(c)(3) 45000 0 Children and youth education UH-Speech Language & Hearing Clinic 4455 Cullen Boulevard Houston TX 77004 746001399 501(c)(3) 156541 0 General Support Urban Enrichment Institute 4014 Market Suite W145 Houston TX 77020 760485778 501(c)(3) 5480 0 Children and youth education Urban Enrichment Institute 4014 Market Suite W145 Houston TX 77020 760485778 501(c)(3) 244441 0 General Support VN Teamwork 11210 Bellaire Blvd Ste 118 Houston TX 77072 760156465 501(c)(3) 75000 0 Disaster Volunteers of America Texas Inc 4808 Yale Street Houston TX 770182202 750827469 501(c)(3) 538834 0 Rebuilding lives - THRIVE Volunteers of America Texas Inc 4808 Yale Street Houston TX 770182202 750827469 501(c)(3) 167970 0 General Support Volunteers of America Texas Inc 4808 Yale Street Houston TX 770182202 750827469 501(c)(3) 201667 0 Families and neighborhoods Volunteers of America Texas Inc 4808 Yale Street Houston TX 770182202 750827469 501(c)(3) 150000 0 Disaster Wesley Community Center of Houston Inc 1410 Lee Street Houston TX 770098299 741132578 501(c)(3) 33625 0 Children and youth education Wesley Community Center of Houston Inc 1410 Lee Street Houston TX 770098299 741132578 501(c)(3) 183333 0 Families and neighborhoods Wesley Community Center of Houston Inc 1410 Lee Street Houston TX 770098299 741132578 501(c)(3) 408333 0 Rebuilding lives, digital access - THRIVE Wesley Community Center of Houston Inc 1410 Lee Street Houston TX 770098299 741132578 501(c)(3) 472909 0 General Support West Houston Assistance Ministries Inc 10501 Meadowglen Lane Houston TX 77042 760001309 501(c)(3) 114443 0 General Support West Street Recovery 1707 West Street Houston TX 77026 822708194 501(c)(3) 200000 0 Disaster Woodlands Religious Community dba Interfaith of the Woodlands 4242 Interfaith Way The Woodlands TX 77381 741804123 501(c)(3) 129210 0 General Support Working Partner 1302 Waugh Dr 126 Houston TX 77019 454258504 N/A 24365 0 Disaster YMCA of the Greater Houston Area 2600 North Loop West Suite 300 Houston TX 77092 741109737 501(c)(3) 1041000 0 Children and youth education YMCA of the Greater Houston Area 2600 North Loop West Suite 300 Houston TX 77092 741109737 501(c)(3) 20000 0 Disaster YMCA of the Greater Houston Area 2600 North Loop West Suite 300 Houston TX 77092 741109737 501(c)(3) 2229059 0 General Support Young Audiences Inc of Houston 675 Bering Dr Ste 300 Houston TX 77057 746082602 501(c)(3) 49100 0 General Support 153 15 Part I, Line 2: United Way of Greater Houston (United Way) and the organizations in which it invests are committed to improving the lives of people in our community experiencing ALICE and below. Organizations in which the United Way invests must meet standards and adhere to the policies established by the United Way. The written standards and policies require agencies to submit financial, governance and program information for regular review by United Way volunteers and staff. Organizational Review - The purpose of this process is to ensure that United Way's funded partners are administratively and financially secure and in compliance with United Way's Standards and Policies. Volunteers and staff analyze each agency's financial and governance information and follow up with the agency regarding any financial or non-financial concerns. Volunteers and staff may make recommendations for improvement, and serious concerns are shared with the Community Impact Committee. United Way staff also assist agencies with understanding each requirement and provide training when necessary. The organizational review requirements from United Way funded agencies align with the Governance and Oversight Standard and Financial and Fiscal Management Standards in the Funded Partner Standards and Policies. To be eligible for new or continued funding, partners must meet these requirements. Program Review: All programs undergo regular review through United Way's ongoing investment and evaluation processes. Agencies must submit the appropriate materials and complete each component of the investment process or review to be considered for funding. Funded partners are expected to adhere to the Single Investment Framework process that ensures donor gifts are invested responsibly. At the discretion of United Way, there may be a minimum or maximum amount of funding that an agency can be awarded through the Single Investment Process. United Way expects awards made through the Single Investment Framework to be for a three-year period. Funding recommendations are based on a detailed, comprehensive review process, encompassing both an organizational (financial and governance) and program review. United Way staff and volunteers develop regional program investment recommendations which are submitted to the Community Impact Committee and then to the United Way Board of Trustees for review and approval. Report Deadlines: United Way of Greater Houston requires programs to report data quarterly to demonstrate the benefit to and impact of their programs to clients. The reporting period is April 1, 2022 - March 31, 2023. Review and Monitoring: All funded programs are monitored on an ongoing basis by United Way staff and volunteers. This may include special requests for information during the United Way annual community campaign, in connection with special events, during disasters or at other times. Corrective Action: United Way has written procedures for performance and noncompliance which establish progressive penalties including detailed written warnings, suspension and cessation based on standard and/or policy infractions. X X X 0 1 0 0 0 0 0 0 0 Anna M Babin Senior Advisor 398749 0 50000 0 3993 0 17469 0 4705 0 474916 0 0 0 Amanda McMillian President & CEO 304317 0 0 0 11405 0 23296 0 30582 0 369600 0 0 0 Angel Harris VP & Chief Adv. Officer 235625 0 0 0 8312 0 16897 0 140 0 260974 0 0 0 Michael K Stewart EVP & CFO (to Sept 2021) 189594 0 0 0 7304 0 14805 0 252 0 211955 0 0 0 Barbara L Walker AVP, Donor Relations 173122 0 0 0 9045 0 11889 0 14367 0 208423 0 0 0 Donna L Cook VP, Communications & CBO 162397 0 0 0 9327 0 11744 0 19690 0 203158 0 0 0 Jeffrey Nash AVP, Innovation & Data Mgt 147853 0 0 0 309 0 13339 0 28311 0 189812 0 0 0 Mary Vazquez VP Community Outreach 135534 0 0 0 8675 0 12607 0 30582 0 187398 0 0 0 Margaret M Oser VP, Mission & Strategy 150871 0 0 0 8912 0 12601 0 10458 0 182842 0 0 0 Wendy M Johnson VP, HR & Chief Admin. Officer 157142 0 0 0 9200 0 12500 0 336 0 179178 0 0 0 Traci M Jack Sr Director, Strategy & Analytics 159650 0 0 0 191 0 12834 0 336 0 173011 0 0 0 Veronica Hagerty AVP, Community Relations 145410 0 0 0 0 0 12030 0 10310 0 167750 0 0 0 Part I, Line 4b Supplemental Non-qualified Retirement Plan: United Way had a discretionary 457(f) non-qualified plan subject to Title 1 of ERISA, established for the purpose of providing deferred compensation for certain members of the Senior Management Team. The Plan was approved by the Board of Trustees and discretionary amounts were awarded annually based on Executive Compensation Committee recommendations and subject to Board of Trustees approval. The Plan was effective for a predetermined period which varies for each participant, and each participant's account was credited with interest for each Plan year. Anna M. Babin participated in the plan. Her compensation reflected in Part II includes a final payout received from the plan when it closed in January 2021. X 92 1869394 NYSE 0 1 0 Form 990, Part VI, Section A, line 1a The purpose of the Executive Committee is to act on behalf of the Board of Trustees in all matters with the exception of adopting an operational budget, filling board vacancies, removing officers and amending the Bylaws. The duties and responsibilities of the Executive Committee are: (1) act on behalf of the Board of Trustees in all matters with the exception of the matters from which the Executive Committee is prohibited from acting in as set forth in the Bylaws; (2) coordinate the work of other committees for the Board of Trustees; (3) stay apprised of the activities of other committees and recommend board action when needed; (4) oversee the execution of policies established by the Board of Trustees; (5) coordinate the review of the performance of the President and CEO annually; and (6) recommend to the Board of Trustees the annual operating budget, annual and strategic plans and major capital fundraising activities. The Executive Committee is comprised of the Board Chair, Secretary, Campaign Chair, standing Committee Chairs and at-large members. All members of the Executive Committee serve on the Board of Trustees. The members of the Executive Committee are appointed by the Board Chair and serve until the appointment of their successors. If a vacancy on the committee occurs, the Chair appoints a replacement from the Board of Trustees. Form 990, Part VI, Section A, line 6 The members of the Organization consist of all those individuals and organizations that have made contributions or pledges to the United Way of Greater Houston in the previous 12 months. Form 990, Part VI, Section A, line 7a Trustees are elected by action of the members of the Organization at its annual meeting and by the Board of Trustees at other times of the year as needed. Form 990, Part VI, Section B, line 11b Form 990 is reviewed in detail by the Audit Committee and distributed to each voting Trustee prior to filing with the IRS. The Form is included on the Board of Trustees meeting agenda for review and discussion. Form 990, Part VI, Section B, line 12c During the annual approval of community investments to agencies, each Trustee is required to declare their agency affiliation by signing a document indicating their affiliation, if any. Officers and key employees are also required to annually sign a conflict of interest statement. Form 990, Part VI, Section B, line 15 The Executive Compensation Committee reviews the President/CEO's annual performance based on the performance goals set at the beginning of the year. The compensation is based on the salary and bonus history of the President/CEO and comparative compensation data for CEOs from local nonprofits and top-ranked United Way organizations. The annual compensation of the Vice Presidents is submitted by the President/CEO for review and approval by the Executive Compensation Committee using data for senior management as described for the President/CEO in Line 15a. Form 990, Part VI, Section C, line 19 Financial Statements are made available to the public on the Organization's website. Other documents are made available upon request. Non-Program Expense Ratio - Management, General and Fundraising: The costs associated to provide stewardship, financial oversight, internal controls and donor relationship management total $10,002,864 (total expenses per Part IX excluding depreciation). These costs are foundational to support the community impact and mission work of United Way of Greater Houston. These costs as a percentage of total revenue are 15.82%. Because costs and revenue can fluctuate from year to year, a rolling 5-year average provides a normalization of this ratio. The rolling 5-year average of these costs, excluding revenue from disaster contributions, is 15.34%.