2021-10-29T07:56:23-05:00 2020-12-31 BKD LLP 510 N Valley Mills Drive 200 Waco TX 767106075 990 2020-01-01 741189027 United Way of Waco-McLennan County % MITCHELL HORNER UNIT 2547522753 PO Box 7634 Waco TX 76714 Wendy Ellis CEO 2547522753 2021-11-15 true Wendy Ellis 999009999 Brinn Serbanic P01254907 2547768244 3 2020 2022-09-23 18:48:47Z X Wendy Ellis PO BOX 7634 Waco TX 76714 1585594 false X www.unitedwaywaco.org X 1952 TX Helping to achieve a community where all people have the education, health, and financial stability needed to reach their full potential. 15 15 8 113 0 0 1589111 1497585 0 0 2401 4444 0 83565 1591512 1585594 1582790 988000 0 0 495062 555750 0 0 217409 290214 295897 2368066 1839647 -776554 -254053 1449270 1035168 788223 637083 661047 398085 UNITED WAY OF WACO-MCLENNAN COUNTY STRENGTHENS THE COMMUNITY BY MOBILIZING RESOURCES TO MEASURABLY IMPROVE LIVES. false false 1255644 988000 0 Competitive grants awarded to 22 programs provided by 26 health and human service agencies in Waco-McLennan County, serving over 23,000 individuals. 1255644 true true false false false false false false false false true false false false false false false true false false false false false false false false false true false true false false false false false false false false false false false false false true true false false false true 7 0 8 true false false false false false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true false false X MITCHELL HORNER 2547322242 PO BOX 7634 Waco TX 76714 Barbara Mosacchio CEO (End:2021)/Ex Officio 40.0 0.0 X 160962 0 4829 Mark Hobbs Sec./Governance Chair 2.5 0.0 X X 0 0 0 Dan Ingham Res. Dev. Chair 2.5 0.0 X X 0 0 0 Andrew Pick President 2.5 0.0 X X 0 0 0 Cheryl Gochis Vice President 2.5 0.0 X X 0 0 0 Malcolm Duncan Director 1.0 0.0 X 0 0 0 Mitchell Horner Treasurer/Finance Chair 2.5 0.0 X X 0 0 0 Jamie Gipe Director 1.0 0.0 X 0 0 0 Jessica Juarez Director 1.0 0.0 X 0 0 0 Tammy Richards Comm. Impact Chair 2.5 0.0 X X 0 0 0 John Taylor Director 1.0 0.0 X 0 0 0 Ray Vann Director 1.0 0.0 X 0 0 0 Edward Love Director 1.0 0.0 X 0 0 0 Dr Iliana Neumann Director 1.0 0.0 X 0 0 0 Orlando Rodriguez Director 1.0 0.0 X 0 0 0 Casey Turner Director 1.0 0.0 X 0 0 0 160962 0 4829 1 false true false 0 42201 36154 1419230 1497585 0 4444 4444 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DEBT FORGIVENESS INCOME 900099 83400 83400 MISCELLANEOUS INCOME 900099 165 165 83565 1585594 0 88009 988000 988000 0 0 0 165791 66630 43678 55483 0 317508 128214 84176 105118 3611 1220 751 1640 33401 11286 6946 15169 35439 11975 7370 16094 0 0 106046 106046 0 0 0 0 1366 1366 4220 568 3647 5 0 0 41848 7908 32798 1142 1200 1200 0 27041 27041 0 22187 8703 11571 1913 7436 1405 5828 203 6281 1188 4949 144 MEMBERSHIP DUES 22010 21835 175 PRINTING AND PUBLICATIONS 20105 20105 TECHNOLOGY 19519 19519 DATA PROCESSING 6747 6747 9891 1506 8167 218 1839647 1255644 366594 217409 545104 162576 260130 320077 526799 478373 31625 460 0 0 0 0 0 0 0 0 0 0 43692 22707 28421 20985 0 0 0 0 0 0 0 0 57191 52697 1449270 1035168 27959 37917 760264 599166 0 0 0 0 0 0 0 0 0 0 0 0 0 0 788223 637083 X 240016 290751 421031 107334 661047 398085 1449270 1035168 -254053 -8909 X false true X true false X 1877913 1216810 2072562 1589111 1497585 8253981 0 0 1877913 1216810 2072562 1589111 1497585 8253981 1699074 6554907 3276 3060 2993 2401 4444 16174 0 100000 83565 183565 8453720 12655 0.77539 0.77790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 43692 22707 20985 20985 1826621 1826621 -241027 -241027 1585594 1848556 8909 8909 1839647 1839647 SCHEDULE D, PART X, LINE 2 ASC 740 FOOTNOTE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part XI, Line 4b Reconciliation of Revenue Per Audited Financial Statements with Return: Other Contributions with Donor restrictions 469,915 Net Assets Released from Restrictions (710,942) ----------------- Total $(241,027) true Advocacy Center for crime victimschildren 3312 Hillcrest Dr Waco TX 76708 741860195 501(C)(3) 39902 Partner Agency Allocations ARC of McLennan County 1300 Austin Ave Waco TX 76701 746023028 501(C)(3) 48895 Partner Agency Allocations Care Net Pregnancy Center 800 W Waco Dr Waco TX 76701 742345781 501(C)(3) 25000 Partner Agency Allocations Caritas of Waco 300 S 15th Street Waco TX 76701 741711575 501(C)(3) 54000 Partner Agency Allocations CASA of McLennan & Hill Counties 1001 Washington Ave Waco TX 76701 455401776 501(C)(3) 20000 Partner Agency Allocations Compassion Ministries 1421 Austin Ave Waco TX 76701 742698244 501(C)(3) 60000 Partner Agency Allocations Family Abuse Center PO BOX 20395 Waco TX 767020395 742080943 501(C)(3) 63104 Partner Agency Allocations Heart of Texas Community Health Center 1600 Providence Waco TX 767073276 742867580 501(C)(3) 39172 Partner Agency Allocations YMCA of Central Texas 6800 Harvey Waco TX 76710 742668685 501(C)(3) 62695 Partner Agency Allocations Girl Scouts of Central Texas 3700 W Waco Dr Waco TX 76710 741109644 501(C)(3) 11240 Partner Agency Allocations HOT Region MHMR 110 S 12th St Waco TX 76701 741622958 501(C)(3) 55195 Partner Agency Allocations American Gateways 2323 Columbus Avenue Suite C Waco TX 76701 742578266 501(c)(3) 25040 Partner Agency Allocations Baylor Scott & White Cen TX Fdn 2401 S 31st St Temple TX 76508 273513154 501(c)(3) 25000 Partner Agency Allocations Communities in Schools of the Heart of TX 1001 Washington Avenue Waco TX 76701 742563411 501(c)(3) 53295 Partner Agency Allocations Grassroots Community Development (dba) 1624 Colcord Avenue Waco TX 76707 742995407 501(C)(3) 10000 Partner Agency Allocations Greater Waco Legal Services 1700 Colcord Avenue Waco TX 76707 814815182 501(c)(3) 20000 Partner Agency Allocations Heart of Texas Goodwill Industries 1700 S New Road Waco TX 76711 741238443 501(C)(3) 51200 Partner Agency Allocations Starry Counseling-Waco 2323 Columbus Avenue Suite A Waco TX 76701 043589689 501(c)(3) 25000 Partner Agency Allocations Talitha Koum Institute 1311 Clay Avenue Waco TX 76706 752849153 501(c)(3) 33195 Partner Agency Allocations The Cove Heart of Texas PO Box 1956 Waco TX 76703 474864862 501(c)(3) 45895 Partner Agency Allocations Family Counseling and Children's Service 1600 Providence Drive Waco TX 76707 741381639 501(C)(3) 17172 Partner Agency Allocations Mission Waco Mission World 1315 N 15th Street Waco TX 76707 742605621 501(C)(3) 15000 Partner Agency Allocations 22 Schedule I, Part I, Line 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S: 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 a "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. X X X false false false false false false false false false Barbara Mosacchio CEO (End:2021)/Ex Officio 160962 0 0 0 0 0 4829 0 0 0 165791 0 0 0 Form 990, Part VI, Section A, Line 1A Delegation of Authority: THE EXECUTIVE COMMITTEE HAS AUTHORITY TO TRANSACT ALL BUSINESS OF THE BOARD IN THE GOVERNANCE OF THE CORPORATION DURING THE PERIOD BETWEEN MEETINGS OF THE BOARD, SUBJECT TO THE LIMITATIONS SET FORTH IN THE BYLAWS AND ANY LIMITATIONS OTHERWISE IMPOSED BY THE BOARD. Form 990, Part VI, Section B, Line 11B Process to review form 990: The form 990 was reviewed by the board prior to filing the return. Form 990, Part VI, Section B, Line 12C Process to monitor compliance with conflict of interest policy: As a small organization the United Way has the ability to continuously monitor for any conflicts. In the event of a conflict, the conflicted director abstains from discussion and voting. Form 990, Part VI, Section B, Line 15A COMPENSATION REVIEW AND APPROVAL PROCESS FOR CEO: In setting compensation, the Board considers comparable salary 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 a 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 AvailabiLity of Documents: THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. Greater Waco United Fund Foundation PO Box 7634 Waco TX 76714 237071438 Support TX 501(C)(3) 12, Type I UW of Waco true false false true false false false false false false false false false false false false false true false false