UNITED WAY OF RUSK COUNTY INC: Form 990EZ, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF RUSK COUNTY INC (EIN 75-2916005)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-07-23
- IRS object ID
- 201822049349200212
- Schema version
- 2016v3.0
- 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 | 2018-07-23T08:36:04-07:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 756531685 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | 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 | TRACEY P LOPEZ | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2018-07-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PENELOPE L GEARHEART | PreparerPersonNm |
| PTIN | P00794425 | PTIN |
| Phone | 9036577794 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $193,042 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $192,247 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $795 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $193,042 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $176,200 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $11,132 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $5,530 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $2,400 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $49 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $30,148 | OtherExpensesTotalAmt |
| Total Expenses | $225,459 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$32,417 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | -$5,966 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$38,383 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,032 | BOYAmt |
| EOY | $114,595 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,278 | BOYAmt |
| EOY | $26,512 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,310 | BOYAmt |
| EOY | $141,107 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,276 | BOYAmt |
| EOY | $179,490 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$5,966 | BOYAmt |
| EOY | -$38,383 | 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 27 PUBLIC CHARITIES. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $49,259 | GrantsAndAllocationsAmt |
| Program Service Expenses | $176,200 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $49,259 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (16 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| SUE PLUMMER | ||
| BOARD MEMBER | 1.00 | $0 |
| TRACEY P LOPEZ | ||
| Executive Dir. | 14.00 | $10,399 |
| JOHN CLOUTIER | ||
| BOARD MEMBER | 1.00 | $0 |
| KERRY DIXON | ||
| BOARD MEMBER | 1.00 | $0 |
| JEB HOWARD | ||
| CAMPAIGN CHAIR | 1.00 | $0 |
| SUZANNE CROSS | ||
| BOARD MEMBER | 1.00 | $0 |
| CHARLIE HUTTO | ||
| BOARD MEMBER | 1.00 | $0 |
| MARK LEITNER | ||
| ALLOC. CHAIR | 1.00 | $0 |
| MATT GHOLSON | ||
| President | 1.00 | $0 |
| WELDON GRAY | ||
| BOARD MEMBER | 1.00 | $0 |
| GINA JUAREZ | ||
| Treasurer | 1.00 | $0 |
| TIM KELTY | ||
| BOARD MEMBER | 1.00 | $0 |
| BILL PRESTON | ||
| ADVISOR | 1.00 | $0 |
| AMANDA WALLACE | ||
| BOARD MEMBER | 1.00 | $0 |
| MONTE ROUQUETTE | ||
| BOARD MEMBER | 1.00 | $0 |
| SHEA VESTAL | ||
| Vice President | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATT GHOLSON | 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 |
| Form720 Filed | false | Form720FiledInd |
| 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 |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| 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 | $208,841 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $222,191 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $263,453 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $282,133 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $192,247 | CurrentTaxYearAmt |
| Total | $1,168,865 | 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 | $208,841 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $222,191 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $263,453 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $282,133 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $192,247 | CurrentTaxYearAmt |
| Total | $1,168,865 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,168,865 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,149 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $684 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $803 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $795 | CurrentTaxYearAmt |
| Total | $4,305 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,173,170 | TotalSupportAmt |
| Public Support CY170 | 0.99630 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99600 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (30 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.6 | | Donee's Name: EAST TEXAS TREATMENT CENTER | Donee's Address: 1200 DUDLEY ROAD KILGORE TX 75662 | Relationship of Donee: NONE | Cash Amount Given: $7000 |
| 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: $8000 |
| 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: $10000 |
| Grants and Similar Amounts Paid In Excess of $5,000.30 | | Donee's Name: DIABETES EDUCATION OUTREACH | Donee's Address: 300 WILSON STREET HENDERSON TX 75652 | Relationship of Donee: NONE | Cash Amount Given: $8000 |
| Grants and Similar Amounts Paid In Excess of $5,000.31 | | Donee's Name: EAST TEXAS CHILD ADVOCATES | Donee's Address: PO BOX 3839 LONGVIEW TX 75606 | Relationship of Donee: NONE | Cash Amount Given: $6000 |
| Grants and Similar Amounts Paid In Excess of $5,000.32 | | Donee's Name: FRIENDS HELPING FRIENDS | Donee's Address: 701 NORTH HIGH HENDERSON TX 75652 | Relationship of Donee: NONE | Cash Amount Given: $8000 |
| 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: $10000 |
| 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: $11000 |
| 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: $20500 |
| 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: $13000 |
| 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: $15000 |
| 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: $17000 |
| Grants and Similar Amounts Paid In Excess of $5,000.42 | | Donee's Name: WOMEN'S CENTER OF EAST TEXAS INC | Donee's Address: PO BOX 347 LONGVIEW TX 75656 | Cash Amount Given: $10000 |
| Other Expenses.1001 | Advertising and Promotion $1400 |
| Other Expenses.1002 | Office Expenses $1968 |
| Other Expenses.1009 | Depreciation $266 |
| Other Expenses.1012 | Insurance $2720 |
| Other Expenses.1 | FUNDRAISER EVENT EXPENSES $14456 |
| Other Expenses.2 | MEMBERSHIP DUES $3405 |
| Other Expenses.3 | AWARDS $3233 |
| Other Expenses.4 | TELEPHONE AND UTILITIES $1564 |
| Other Expenses.5 | SUPPLIES $764 |
| Other Expenses.6 | EXECUTIVE COMMITTEE LUNCHEONS $289 |
| Other Expenses.7 | MISCELLANEOUS EXPENSES $81 |
| Other Expenses.9 | ROUNDING $2 |
| Other Assets.1004 | Miscellaneous - Beginning $1085 Miscellaneous - Ending $819 |
| Other Assets.1006 | Pledges and Grants Receivable - Beginning $47993 Pledges and Grants Receivable - Ending $25493 |
| Other Assets.1 | DEPOSITS - Beginning $200 DEPOSITS - Ending $200 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $3776 Accounts Payable and Accrued Expenses - Ending $3290 |
| Total Liabilities.1002 | Grants Payable - Beginning $208500 Grants Payable - Ending $176200 |