2025-11-17T15:58:21-06:00 2024-12-31 750882037 BOLINGER SEGARS GILBERT AND MOSS LLP 8215 NASHVILLE AVENUE LUBBOCK TX 79423 990 2024-01-01 750961812 LUBBOCK AREA UNITED WAY INC LUBB 8067472711 1655 MAIN STREET 101 LUBBOCK TX 79401 AMANDA MCAFEE PRESIDENT/CEO 8067472711 2025-11-17 1 0 ERIN DIPPREY P01419700 8067473806 2025-11-17 X 2024 2025-03-06 01:10:19Z AMANDA MCAFEE 1655 MAIN STREET 101 LUBBOCK TX 79401 24430915 0 X WWW.LUBBOCKUNITEDWAY.ORG X 1946 TX GIVING PEOPLE HOPE. WORKING TO ADDRESS THE ROOT ISSUES OF THE SIGNIFICANT CHALLENGES FACING OUR SOUTH PLAINS COMMUNITIES TO CREATE LASTING, POSITIVE CHANGE. 35 35 13 1674 0 0 5510252 5627250 0 0 64394 525117 -22672 62683 5551974 6215050 4057946 3861858 0 0 805904 813191 0 0 368761 367601 390831 5231451 5065880 320523 1149170 14738598 15314286 2046777 1585920 12691821 13728366 GIVING PEOPLE HOPE. WORKING TO ADDRESS THE ROOT ISSUES OF THE SIGNIFICANT CHALLENGES FACING OUR SOUTH PLAINS COMMUNITIES TO CREATE LASTING, POSITIVE CHANGE. 0 0 3968062 3861858 WE INVEST FINANCIAL RESOURCES IN 22 LOCAL COMMUNITY PARTNERS WHO PROVIDE SERVICES IN THE AREAS OF LIFELONG HEALTH AND INDEPENDENCE, EMPOWERING COMMUNITIES, CREATING STRONG FAMILIES AND INDIVIDUALS, CRISIS AND EMERGENCY RELIEF, AND SUCCESSFUL CHILDREN AND YOUTH. THE PROGRAMS AND SERVICES WE FUND ARE AN INTERGRAL PART IN ENSURING THE SAFETY, HEALTH, AND WELL-BEING OF EVERY PERSON IN OUR COMMUNITY. OUR MISSION IS CARRIED OUT BY COLLABORATING WITH ORGANIZATIONS THROUGHOUT THE COMMUNITY INCLUDING OTHER NON-PROFITS, SCHOOL DISTRICTS, BUSINESSES, GOVERNMENT ENTITIES, AND COALITIONS TO ADDRESS PRIORITY NEEDS. WE CONTINUOUSLY WORK TO ADDRESS PRIORITY ISSUES IDENTIFIED IN OUR STRATEGIC PLAN AND OUR COMMUNITY STATUS REPORT WHICH INCLUDE: CREATING OPPORTUNITIES TO MOVE HOUSEHOLDS TOWARD FINANCIAL STABILITY, INCREASING ACCESS TO EDUCATIONAL PROGRAMS AND MATERIALS TO PROMOTE LITERACY AND EDUCATIONAL ATTAINMENT FOR PEOPLE OF ALL AGES, SUPPORTING LOCAL PREVENTION EFFORTS AND ACCESS TO SERVICES FOR VICTIMS OF CHILD ABUSE/NEGLECT, SEX TRAFFICKING, AND FAMILY VIOLENCE, AND ADVOCATING FOR LOCAL ACCESS TO QUALITY MENTAL HEALTH SERVICES AND SUPPORT. 3968062 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 13 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 35 35 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X ALPHA OSBY 8067472711 1655 MAIN STREET STE 101 LUBBOCK TX 79401 DR KATHY ROLLO BOARD CHAIR 1.00 X X 0 0 0 CHAD GRANT BOARD VICE CHAIR 2.00 X X 0 0 0 BRIAN IRLBECK TREASURER 2.00 X X 0 0 0 MATT ERNST CAMPAIGN CHAIR 1.00 X 0 0 0 KELSEY ROBERTSON MARKETING COMMUNICATIONS C 1.00 X 0 0 0 LLOYD WHETZEL ENDOWMENT CHAIR 1.00 X 0 0 0 JON MARK BERNAL COMMUNITY IMPACT CHAIR 5.00 X 0 0 0 JOHN ZWIACHER BOARD MEMBER 1.00 X 0 0 0 BECKY PALMER BOARD MEMBER 1.00 X 0 0 0 REGGIE DIAL BOARD MEMBER 2.00 X 0 0 0 KATHLEEN BURRELL BOARD MEMBER 1.00 X 0 0 0 LAURA VINSON BOARD MEMBER 8.00 X 0 0 0 CHRIS BOUTWELL BOARD MEMBER 1.00 X 0 0 0 BECKY GARZA BOARD MEMBER 2.00 X 0 0 0 MARK GRIFFIN BOARD MEMBER 1.00 X 0 0 0 NATALIE HARVILL BOARD MEMBER 1.00 X 0 0 0 CHRIS JAMES BOARD MEMBER 1.00 X 0 0 0 JULIE MANDRELL BOARD MEMBER 2.00 X 0 0 0 CHRIS RAMIREZ BOARD MEMBER 1.00 X 0 0 0 RICK RODRIGUEZ BOARD MEMBER 0.50 X 0 0 0 BILL STUBBLEFIELD BOARD MEMBER 4.00 X 0 0 0 DR NANCY TREVINO BOARD MEMBER 2.00 X 0 0 0 LINDSEY DIAZ BOARD MEMBER 2.00 X 0 0 0 RENEE DAVIS BOARD MEMBER 1.00 X 0 0 0 LIZ MORGAN BOARD MEMBER 1.00 X 0 0 0 KEITH PATRICK BOARD MEMBER 2.00 X 0 0 0 AMY PUNCHARD BOARD MEMBER 1.00 X 0 0 0 BEN ALEXANDER BOARD MEMBER 2.00 X 0 0 0 DEREK DANNER BOARD MEMBER 1.00 X 0 0 0 MEREDITH IMES BOARD MEMBER 1.00 X 0 0 0 MACY SATTERWHITE BOARD MEMBER 1.00 X 0 0 0 DR ANDREA PARKER BOARD MEMBER 1.00 X 0 0 0 PHILLIP WALDMANN BOARD MEMBER 1.00 X 0 0 0 BROOKE WITCHER BOARD MEMBER 1.00 X 0 0 0 TYLER YOUNG BOARD MEMBER 5.00 X 0 0 0 AMANDA MCAFEE PRESIDENT/CEO 40.00 X 132700 0 16253 ALPHA OSBY VP/FINANCE 40.00 X 81800 0 12301 214500 0 28554 1 0 0 0 0 98991 5528259 5627250 228671 228671 125065 121566 3499 3499 3499 18267030 17970584 296446 296446 296446 182899 98991 123715 59184 59184 6215050 0 0 587800 3861858 3861858 214500 17160 126555 70785 431664 34533 254682 142449 4595 368 2711 1516 111241 8899 65633 36709 51191 4095 30203 16893 18500 18500 9986 9986 26142 2091 15424 8627 32110 2569 18945 10596 87883 7031 51851 29001 42079 3366 24827 13886 1766 500 1266 48144 3852 28405 15887 16337 6208 10129 3202 3202 MEMBERSHIP DUES 69489 69489 OTHER 20504 6046 14458 AWARDS 14689 3672 11017 5065880 3968062 729057 368761 581853 569911 8613958 9977872 3942322 3729387 539631 316760 400904 108202 1467503 864929 649251 602574 10679 9580 14738598 15314286 225264 259026 756732 596045 667534 584524 10679 5785 386568 140540 2046777 1585920 X 2188025 3224570 10503796 10503796 12691821 13728366 14738598 15314286 1149170 -112625 0 X X 0 1 X 1 0 X 4917620 5053878 6726671 5510252 5627250 27835671 4917620 5053878 6726671 5510252 5627250 27835671 1430767 26404904 197994 207912 165012 232586 353736 1157240 28992911 566448 0.91070 0.95860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 5983026 1012164 368779 126787 23120 7214062 5318699 463513 350202 129930 19458 5983026 3835746 2076398 -416632 160664 16149 5318699 3525743 33478 417043 125135 15383 3835746 3304184 91017 276897 132459 13896 3525743 1.00000 1 0 282851 282851 922173 634431 287742 262479 230498 31981 602574 DUE TO PARTICIPATING FEDERATIONS/AGENCIES 140540 140540 X 5550681 -112625 -112625 5663306 551744 551744 6215050 4514136 0 4514136 551744 551744 5065880 PART IV, LINE 2B: THE STATE EMPLOYEES CHARITABLE CAMPAIGN (SECC), A PROGRAM INTITIATED BY THE STATE OF TEXAS IN 1994, IS CONDUCTED BY THE ORGANIZATION IN THE LUBBOCK, ABILENE, ODESSA AND MIDLAND AREAS. THE NET ASSETS DO NOT BELONG TO THE ORGANIZATION AND ARE REFLECTED AS DUE TO PARTICIPATING FEDERATIONS/AGENCIES ON THE STATEMENT OF FINANCIAL POSITION. PART V, LINE 4: A SET PERCENTAGE OF THE ENDOWMENT FUNDS ARE TRANSFERRED ANNUALLY TO THE AGENCY'S GENERAL FUND TO BE USED BY THE AGENCY FOR PROGRAM AND MANAGEMENT EXPENSES. PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE "UNCERTAIN TAX POSITIONS" PROVISIONS OF ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THE PRIMARY TAX POSITION OF THE ORGANIZATION IS ITS FILING STATUS AS A TAX EXEMPT ENTITY. THE ORGANIZATION DETERMINED THAT IT IS MORE LIKELY THAN NOT THAT THEIR TAX POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS), OR OTHER STATE TAXING AUTHORITY. THERE WERE NO PENALTIES OR INTEREST RELATED TO INCOME TAXES RECOGNIZED DURING THE YEAR ENDED DECEMBER 31, 2024. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL TAX EXAMINATIONS BY FEDERAL TAXING AUTHORITIES FOR YEARS BEFORE 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDS COLLECTED AND GRANTED FOR THE STATE EMPLOYEE CHARITABLE CAMPAIGN(SECC) 551,744. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDS COLLECTED AND GRANTED FOR THE STATE EMPLOYEE CHARITABLE CAMPAIGN(SECC) 551,744. GOLF TOURNAMENT 136500 98991 37509 1025 35517 68 899 DINNERS & CAMPAIGN KICKOFF 88306 88306 29892 3465 8806 2 57084 57084 11821 1343 30879 281890 98991 182899 1025 47338 31303 3465 40584 123715 59184 1 BIG BROTHERSBIG SISTERS OF LUBBOCK 3416 KNOXVILLE AVE LUBBOCK TX 79413 237041917 501(C)(3) 106000 0 TO ENCOURAGE CHILDREN OF SINGLE PARENTS OR NON TRADITIONAL HOMES TO DEVELOP POSITIVE SOCIAL BEHAVIOR AND RESPECT BY PROVIDING ADULT, ONE ON ONE FRIENDSHIPS THROUGH PROFESSIONALLY TRAINED STAFF. BOY SCOUTS OF AMERICA COUNCIL 694 SOUTH PLAINS 30 BRIERCROFT OFFICE PARK LUBBOCK TX 79412 750871721 501(C)(3) 97190 0 TO SERVE OTHERS BY HELPING TO INSTILL VALUES IN YOUNG PEOPLE AND, IN OTHER WAYS, TO PREPARE THEM TO MAKE ETHICAL CHOICES OVER THEIR LIFETIME IN ACHIEVING THEIR FULL POTENTIAL. BOYS AND GIRLS CLUB OF LUBBOCK 3221 59TH STREET LUBBOCK TX 79413 751037228 501(C)(3) 224462 0 TO PROVIDE A SAFE AND POSITIVE PLACE FOR CHILDREN. CASA OF THE SOUTH PLAINS INC 4601 S LOOP 289 STE 25 LUBBOCK TX 79424 752482631 501(C)(3) 101135 0 TO PROVIDE ADVOCATES FOR ABUSED AND NEGLECTED CHILDREN IN THE COURT SYSTEM. CATHOLIC FAMILY SERVICES INC 102 AVE J LUBBOCK TX 79401 751966688 501(C)(3) 147425 0 TO ASSIST LOW INCOME AND ELDERLY PERSONS WITH EYE GLASSES, PRESCRIPTIONS, HEARING AIDS, DENTURES AND TRANSPORTATION. CHILDREN'S ADVOCACY CENTER OF THE SOUTH PLAINS 720 TEXAS AVE LUBBOCK TX 79401 752660920 501(C)(3) 104970 0 TO ASSIST CHILDREN WHO ARE VICTIMS OF ABUSE AND TRAUMA. COMMUNITIES IN SCHOOLS ON THE SOUTH PLAINS INC 1655 MAIN STREET STE 201 LUBBOCK TX 79401 752819581 501(C)(3) 149600 0 TO PROVIDE A YEAR ROUND IN SCHOOL PREVENTION AND INTERVENTION PROGRAM THAT EMPOWERS YOUNG PEOPLE TO STAY IN SCHOOL. CASE MANAGERS WORK WITH STUDENTS IN LUBBOCK AND THE SURROUNDING SCHOOL DISTRICTS TO SUCCESFULLY LEARN AND PREPARE FOR LIFE BY FACILITATING THE CONNECTION OF COMMUNITY RESOURCES IN THE SCHOOL SETTING. EARLY LEARNING CENTERS OF LUBBOCK INC 1639 MAIN STREET LUBBOCK TX 79401 750940023 501(C)(3) 412460 0 TO PROVIDE DEVELOPMENTAL CHILDCARE PROGRAM ACTIVITIES TO MEET PHYSICAL, EMOTIONAL, SOCIAL AND COGNITIVIE NEEDS OF CHILDREN REGARDLESS OF FAMILY INCOME. FAMILY COUNSELING SERVICES 5701 AVE P LUBBOCK TX 79412 750916140 501(C)(3) 145330 0 TO PROVIDE AFFORDABLE COUNSELING SERVICES TO INDIVIDUALS, MARRIED COUPLES, FAMILIES AND GROUPS. GOODWILL INDUSTRIES OF LUBBOCK INC 715 28TH STREET LUBBOCK TX 79404 751245440 501(C)(3) 100000 0 PROVIDING EMPLOYMENT TRAINING, JOB PLACEMENT AND OTHER SERVICES FOR PEOPLE WITH A DISABILITY, PEOPLE WHO LACK EDUCATION OR JOB EXPERIENCE AND OTHERS IN NEED. GUADALUPE PARKWAY NEIGHBORHOOD CENTERS INC 405 N MLK LUBBOCK TX 79403 751096079 501(C)(3) 184530 0 TO PROVIDE AFTER SCHOOL AND SUMMER PROGRAMS FOR CHILDREN, AGE PRE-K THROUGH 7TH GRADE, CREATE OPPORTUNITIES FOR GROWTH, LEARNING AND BUILDING SELF ESTEEM. ACTIVITIES INCLUDE ACADEMIC HOMEWORK ASSISTANCE AND ENRICHMENT, SPORTS AND RECREATION, CHARACTER DEVELOPMENT, DANCE AND FINE ARTS, COMPUTER SKILLS, COMMUNITY EVENTS AND SCOUTING. LEGAL AID SOCIETY OF LUBBOCK INC 916 MAIN ST LUBBOCK TX 79401 751253155 501(C)(3) 171421 0 TO PROVIDE FREE AND/OR REDUCED COST LEGAL ASSISTANCE, ADVOCACY, AND QUALITY COUNSEL IN THE AREAS OF FAMILY AND ELDER LAW IN LUBBOCK, TEXAS AND THE SURROUNDING COUNTIES. LITERACY LUBBOCK 1306 9TH STREET LUBBOCK TX 79401 752293940 501(C)(3) 68090 0 TO DEVELOP AND SUPPORT ADULT AND FAMILY LITERACY SERVICES. LUBBOCK CHILDREN'S HEALTH CLINIC PO BOX 12103 LUBBOCK TX 79452 750968315 501(C)(3) 189800 0 TO PROVIDE COMPREHENSIVE QUALITY HEALTH CARE FOR LOW INCOME CHILDREN INCLUDING SICK CARE, WELL EXAMS AND IMMUNIZATIONS. THE CLINIC ENCOURAGES PREVENTATIVE HEALTH CARE BY SERVING AS A MEDICAL HOME FOR CHILDREN WITH ACUTE ILLNESSES AS WELL AS FOLLOW UP CARE THAT MAY PREVENT CONDITIONS FROM DEVELOPING INTO MORE SERIOUS PROBLEMS. SOUTH PLAINS CHAPTER OF THE AMERICAN RED CROSS 2201 19TH STREET LUBBOCK TX 79411 751046980 501(C)(3) 96091 0 TO PROVIDE RELIEF TO VICTIMS OF DISASTER AND HELP PEOPLE PREVENT, PREPARE FOR, AND RESPOND TO EMERGENCIES. THE PARENTING COTTAGE 3818 50TH STREET LUBBOCK TX 79413 751806027 501(C)(3) 134694 0 TO PROVIDE PERSONAL IN HOME VISITS WITH CERTIFIED PARENT EDUCATORS AND PARENTS OF CHILDREN AGE 0 TO KINDERGARTEN TO PROVIDE A SAFE, STABLE AND SUPPORTIVE FAMILY ENVIRONMENT. EDUCATORS PROVIDE EARLY LEARNING INFORMATION, AGE APPROPRIATE ACTIVITIES, AND AN ASSESSMENT OF HEALTH, DEVELOPMENT, VISION AND HEARING AND REFERRALS TO RESOURCES IN THE COMMUNITY. THE SALVATION ARMY 1111 16TH STREET LUBBOCK TX 79415 750800678 501(C)(3) 189670 0 COMPREHENSIVE EMERGENCY ASSISTANCE AND PROVIDED SHELTER AND FOOD TO THE NEEDY AND HOMELESS. LUTHERAN SOCIAL SERVICES (UPBRING) 1318 BROADWAY LUBBOCK TX 79401 741109745 501(C)(3) 64000 0 PROVIDE FREE HEALTH SCREENING, EDUCATION AND SUPPORT FOR LOW-INCOME PATIENTS. VOICE OF HOPE LUBBOCK RAPE CRISIS CENTER PO BOX 2000 LUBBOCK TX 79457 751516328 501(C)(3) 129435 0 TO PROVIDE HELP, HOPE AND HEALING TO ALL PERSONS AFFECTED BY SEXUAL VIOLENCE BY PROVIDING EDUCATION, AWARENESS AND SUPPORT. VOLUNTEER CENTER OF LUBBOCK INC 1706 23RD STREET STE 101 LUBBOCK TX 79411 752325274 501(C)(3) 177137 0 TO PROMOTE VOLUNTEERISM AND TO PROVIDE MANAGEMENT ASSISTANCE SERVICES FOR NON-PROFIT ORGANIZATIONS. WEST TEXAS GIRL SCOUT COUNCIL INC 2567 74TH STREET LUBBOCK TX 79423 750979890 501(C)(3) 106420 0 TO BUILD COURAGE, CONFIDENCE AND CHARACTER. WOMEN'S PROTECTIVE SERVICES OF LUBBOCK INC PO BOX 54089 LUBBOCK TX 79453 751633066 501(C)(3) 114725 0 COMMUNITY EDUCATION TO PREVENT INCIDENTS OF FAMILY VIOLENCE; SHELTER SERVICES TO CREATE A SAFE AND SUPPORTIVE ENVIRONMENT FOR THE PURPOSE OF ASSISTING WOMEN, CHILDREN AND FAMILIES IN CRISIS AND TRANSITIONAL SERVICES. YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF LUBBOCK 6501 UNIVERSITY AVE LUBBOCK TX 79413 750939427 501(C)(3) 226360 0 TO PROVIDE ACTIVITIES TO ENRICH THE LIVES OF CHILDREN IN A SAFE ENVIRONMENT AND MEET THE NEED FOR QUALITY AFFORDABLE CHILDCARE AFTER SCHOOL HOURS AND DURING SCHOOL BREAKS. STATE EMPLOYEE CHARITABLE CAMPAIGN 1655 MAIN STREET STE 101 LUBBOCK TX 79401 999999999 501(C)(3) 420913 0 LOCAL CAMPAIGN MANAGER FOR THE STATE EMPLOYEE CHARITABLE CAMPAIGN (SECC). 24 PART I, LINE 2: LUBBOCK AREA UNITED WAY'S COMMUNITY IMPACT DIVISION, CHAIRED BY A VOLUNTEER AND STAFFED BY ONE OF THE VICE PRESIDENTS, REVIEWS FUNDED PROGRAMS OUTCOMES AND FINANCIAL RESPONSIBILITY AS COMPARED TO PREDETERMINED ESTIMATES AND BUDGETS ON AN ANNUAL BASIS. RECOMMENDATIONS ARE MADE TO THE BOARD OF DIRECTORS BY THE COMMUNITY IMPACT DIVISION BASED UPON THE RESULTS OF THESE REVIEWS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE WILL REVIEW, DISCUSS, AND APPROVE A PRELIMINARY VERSION OF THE 2024 FORM 990. THE BOARD WILL BE PRESENTED A COPY OF THE FINAL VERSION OF THE 2024 FORM 990 FOR ITS REVIEW, DISCUSSION AND APPROVAL VIA ADOBE SIGN. THE REVIEW, DISCUSSION AND APPROVAL WILL BE PERFORMED PRIOR TO SUBMISSION OF THE FORM 990 TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH BOARD MEMBER AND EMPLOYEE IS REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 A BIANNUAL COMPENSATION COMMITTEE REVIEWS OFFICER SALARIES AND RECOMMENDS TO THE BOARD COMPENSATION LEVELS BASED ON COMPENSATION SURVEYS, INFLATION AND MERIT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTERST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR VIEWING BY THE PUBLIC AT THE ORGANIZATION'S OFFICE IN LUBBOCK, TX. IN ADDITION THE ORGANIZATION POSTS A COPY OF THE MOST RECENT FINANCIAL STATEMENT AUDIT ON ITS WEBSITE. FORM 990, PART XII, LINE 2C LUBBOCK AREA UNITED WAY USES A COMMITTEE ASSIGNED BY THE BOARD TO OVERSEE THE FINANCIAL STATEMENT AUDIT AND FOR SELECTION OF THE INDEPENDENT AUDITOR.