2014-07-01T16:58:58-05:00 2013-12-31 750882037 BOLINGER SEGARS GILBERT AND MOSS LLP 8215 NASHVILLE AVENUE LUBBOCK TX 79423 990 2013-01-01 750961812 LUBBOCK AREA UNITED WAY INC LUBB 8067472711 1655 MAIN STREET NO 101 LUBBOCK TX 79401 GLENN COCHRAN PRESIDENT/CEO 8067472711 2014-06-26 1 MATT R WILLIS P00419741 8067473806 2014-06-26 X 2013 2015-11-30 17:44:51Z GLENN COCHRAN 1655 MAIN STREET NO 101 LUBBOCK TX 79401 6562684 0 X WWW.LIVEUNITEDLUBBOCK.ORG X 1946 TX TO CREATE LONG-TERM CHANGE IN COMMUNITY CONDITIONS BY ANALYZING NEEDS AND MOBILIZING RESOURCES. 35 35 12 1000 0 0 6314619 5100970 0 0 83317 199776 1094 -138 6399030 5300608 4193908 4324678 0 0 626415 662474 0 0 434094 264778 294831 5085101 5281983 1313929 18625 11195139 11393769 5021004 5104262 6174135 6289507 X GIVING PEOPLE HOPE TO CREATE MEANINGFUL AND TANGIBLE IMPACT IN THE LUBBOCK COMMUNITY. TO BRING THE COMMUNITY TOGETHER TO LOOK AT THE MOST URGENT NEEDS AND DO WHATEVER IS NEEDED TO IMPROVE LIVES. TO WORK TO ADDRESS THE NEEDS OF TODAY AND THE ISSUES OF TOMORROW. TO EMPOWER PEOPLE TO MAKE A REAL DIFFERENCE IN THE LUBBOCK COMMUNITY. 0 0 4553662 4324678 WE INVEST FINANCIAL RESOURCES IN 23 COMMUNITY PARTNERS THAT PROVIDE SERVICES IN THE AREAS OF HEALTH CARE, YOUTH DEVELOPMENT, LEGAL NEEDS, BASIC NEEDS, CRISIS RESPONSE, CHILDCARE, VOLUNTEER COORDINATION, ADVOCACY, LITERACY, MENTORING, ELDER SERVICES, COUNSELING, AND PARENTING. THE PROGRAMS AND SERVICES WE FUND ARE AN INTEGRAL PART OF OUR WORK TO CREATE SUSTAINED IMPROVEMENTS IN COMMUNITY CONDITIONS. OUR MISSION OF GIVING PEOPLE HOPE IS CARRIED OUT BY WORKING WITH INDIVIDUAL ORGANIZATIONS THROUGHOUT THE COMMUNITY INCLUDING OTHER NON-PROFITS, SCHOOL DISTRICTS, BUSINESSES, AND GOVERNMENT ENTITIES TO ADDRESS PRIORITY NEEDS. WE PROACTIVELY ADDRESS ROOT CAUSES OF ISSUES IDENTIFIED IN OUR ANNUAL COMMUNITY STATUS REPORT AND EMPOWER CITIZENS TO ATTAIN INDEPENDENCE THROUGH OUR EDUCATION INITIATIVES OF: SUCCESS BY SIX - PREPARING CHILDREN TO ENTER KINDERGARTEN READY TO LEARN; SUCCESS IN SCHOOL - HELPING STUDENTS GRADUATE FROM HIGH SCHOOL; AND SUCCESS FOR LIFE - ASSISTING ADULTS IN ATTAINING EDUCATION AND JOB SKILLS. 4553662 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 7 0 12 1 0 0 0 0 0 1 1 0 0 0 0 X 35 35 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X F WAYNE THORNTON VP FINANCE 8067472711 1655 MAIN STREET STE 101 LUBBOCK TX 79401 JOHN ELLIOT BOARD CHAIR 1.50 X X 0 0 0 DOUG HENSLEY VICE CHAIR 2.00 X X 0 0 0 MELISSA ROBERTS TREASURER 1.00 X X 0 0 0 WIL CARTER AGENCY REVIEW CHAIR 1.00 X 0 0 0 SUZANNE BLAKE PLANNED GIVING CHAIR 0.30 X 0 0 0 BUTCH DAVIS COMMUNITY IMPACT CHAIR 0.30 X 0 0 0 VICKIE BENNETT MARKETING CHAIR 0.30 X 0 0 0 BRAD MORAN CAMPAIGN CHAIR 5.00 X 0 0 0 DAVID ALDERSON BOARD MEMBER 0.30 X 0 0 0 DAVID ALLISON BOARD MEMBER 1.00 X 0 0 0 DANETTE BAKER BOARD MEMBER 1.00 X 0 0 0 BYRNIE BASS BOARD MEMBER 2.00 X 0 0 0 KIM DAVIS BOARD MEMBER 1.00 X 0 0 0 AMBER DEAN BOARD MEMBER 2.00 X 0 0 0 TERRI DUNCAN BOARD MEMBER 2.50 X 0 0 0 DAVE GILLES BOARD MEMBER 1.00 X 0 0 0 GRACE HERNANDEZ BOARD MEMBER 1.00 X 0 0 0 BILL HOWERTON BOARD MEMBER 1.00 X 0 0 0 DANIELLE IVEY BOARD MEMBER 0.50 X 0 0 0 ALAN LACKEY BOARD MEMBER 1.00 X 0 0 0 TONY LLOYD BOARD MEMBER 1.00 X 0 0 0 KEITH MANN BOARD MEMBER 0.50 X 0 0 0 GLENDA MATHIS BOARD MEMBER 1.00 X 0 0 0 KEVIN MCMAHON BOARD MEMBER 1.00 X 0 0 0 RICHARD PARKS BOARD MEMBER 1.00 X 0 0 0 TONY PENA BOARD MEMBER 1.00 X 0 0 0 NORVAL POLLARD BOARD MEMBER 0.50 X 0 0 0 CATHERINE POPE BOARD MEMBER 1.00 X 0 0 0 ELENA QUINTANILLA BOARD MEMBER 1.00 X 0 0 0 SCOTT RIDLEY BOARD MEMBER 1.00 X 0 0 0 CRYSTAL ROACH BOARD MEMBER 0.30 X 0 0 0 BERHL ROBERTSON 613-1213 BOARD MEMBER 0.30 X 0 0 0 CHRIS SIMS BOARD MEMBER 1.00 X 0 0 0 DAVID VROONLAND BOARD MEMBER 0.50 X 0 0 0 GARY ZHENG BOARD MEMBER 0.80 X 0 0 0 GLENN COCHRAN PRESIDENT/CEO 40.00 X 120305 0 15081 F WAYNE THORNTON VP/FINANCE 40.00 X 65010 0 10560 185315 0 25641 1 0 0 0 0 73004 5027966 5100970 76228 76228 87432 110023 -22591 -22591 -22591 1187607 1064059 123548 123548 123548 110447 73004 87994 22453 22453 5300608 0 0 199638 4324678 4324678 192750 50418 33057 109275 335271 81356 78233 175682 88400 21175 21487 45738 46053 11007 11191 23855 26468 6030 20232 206 24961 5098 5750 14113 37254 3629 11949 21676 29045 18890 5612 4543 2722 232 465 2025 7077 1943 2508 2626 46761 24347 22414 31809 4309 25972 1528 MEMBERSHIP DUES 69864 130 67996 1738 SUPPLIES 10946 420 4000 6526 AWARDS 2441 792 1649 5483 4983 500 5281983 4553662 294227 434094 646878 151199 4939549 5763726 4151704 4295869 462871 213741 118447 141917 1425885 598568 875690 827317 11195139 11393769 76541 59110 3907241 3953806 920935 955189 116287 136157 5021004 5104262 X 2417236 2408688 1091390 998537 2665509 2882282 6174135 6289507 11195139 11393769 18625 96747 0 X X 0 1 X 1 0 X 4352769 4887648 5496357 6314619 5100970 26152363 4352769 4887648 5496357 6314619 5100970 26152363 227471 25924892 147977 135866 136007 140597 163660 724107 26876470 485699 0.96460 0.96960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 2665509 14541 279873 60379 17262 2882282 1270008 1338433 108493 45243 6182 2665509 1090036 207048 16682 36110 7648 1270008 508571 594831 50896 59685 4577 1090036 467933 13610 47860 17686 3146 508571 1.00000 1 0 322851 322851 951586 516378 435208 151448 82190 69258 827317 DUE TO PARTICIPATING FEDERATIONS/AGENCIES 123557 DEFERRED COMPENSATION 12600 136157 X 4574954 96747 110023 206770 4368184 932424 932424 5300608 4459582 110023 110023 4349559 932424 932424 5281983 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 MANAGMENT 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, 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL PROPERTY EXPENSE 110,023. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDS COLLECTED AND GRANTED FOR THE STATE EMPLOYEE CHARITABLE CAMPAIGN(SECC) 932,424. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL PROPERTY EXPENSE 110,023. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDS COLLECTED AND GRANTED FOR THE STATE EMPLOYEE CHARITABLE CAMPAIGN(SECC) 932,424. GOLF TOURNAMENT 89900 73004 16896 16896 DINNERS & CAMPAIGN KICKOFF 38180 38180 37792 5 55371 55371 33306 183451 73004 110447 16896 71098 87994 22453 1 SOUTH PLAINS CHAPTER OF THE AMERICAN RED CROSS 2201 19TH STREET LUBBOCK TX 79411 751046980 501(C)(3) 169563 TO PROVIDE RELIEF TO VICTIMS OF DISASTER AND HELP PEOPLE PREVENT, PREPARE FOR, AND RESPOND TO EMERGENCIES. BIG BROTHERSBIG SISTERS OF LUBBOCK 1409 19TH STREET LUBBOCK TX 79401 237041917 501(C)(3) 108217 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) 108406 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. CASA OF THE SOUTH PLAINS INC 24 BRIERCROFT OFFICE PARK LUBBOCK TX 79412 752482631 501(C)(3) 72144 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) 116305 TO ASSIST LOW INCOME AND ELDERLY PERSONS WITH EYE GLASSES, PRESCRIPTIONS, HEARING AIDS, DENTURES AND TRANSPORTATION. EARLY LEARNING CENTERS OF LUBBOCK INC 1639 MAIN STREET LUBBOCK TX 79401 750940023 501(C)(3) 424417 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) 143523 TO PROVIDE AFFORDABLE COUNSELING SERVICES TO INDIVIDUALS, MARRIED COUPLES, FAMILIES AND GROUPS. GUADALUPE PARKWAY NEIGHBORHOOD CENTERS INC 405 N MLK LUBBOCK TX 79403 751096079 501(C)(3) 175855 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) 157429 TO PROVIDE LEGAL REPRESENTATION IN THE AREA OF FAMILY LAW FOR INDIGENT RESIDENTS OF LUBBOCK COUNTY. LITERACY LUBBOCK 1306 9TH STREET LUBBOCK TX 79401 752293940 501(C)(3) 128192 TO DEVELOP AND SUPPORT ADULT AND FAMILY LITERACY SERVICES. LUBBOCK CHILDREN'S HEALTH CLINIC PO BOX 12103 LUBBOCK TX 79452 750968315 501(C)(3) 170099 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. WOMEN'S PROTECTIVE SERVICES OF LUBBOCK INC PO BOX 54089 LUBBOCK TX 79453 751633066 501(C)(3) 114923 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. LUBBOCK RAPE CRISIS CENTER PO BOX 2000 LUBBOCK TX 79457 751516328 501(C)(3) 121305 TO PROVIDE HELP, HOPE AND HEALING TO ALL PERSONS AFFECTED BY SEXUAL VIOLENCE BY PROVIDING EDUCATION, AWARENESS AND SUPPORT. THE SALVATION ARMY 1111 16TH STREET LUBBOCK TX 79415 750800678 501(C)(3) 185585 COMPREHENSIVE EMERGENCY ASSISTANCE AND PROVIDED SHELTER AND FOOD TO THE NEEDY AND HOMELESS. VOLUNTEER CENTER OF LUBBOCK INC 1706 23RD STREET STE 101 LUBBOCK TX 79411 752325274 501(C)(3) 142109 TO PROMOTE VOLUNTEERISM AND TO PROVIDE MANAGEMENT ASSISTANCE SERVICES FOR NON-PROFIT ORGANIZATIONS. LUTHERAN SOCIAL SERVICES 1318 BROADWAY LUBBOCK TX 79401 741109745 501(C)(3) 69062 PROVIDE FREE HEALTH SCREENING, EDUCATION AND SUPPORT FOR LOW-INCOME PATIENTS. YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF LUBBOCK 3101 35TH STREET LUBBOCK TX 79413 750939427 501(C)(3) 203553 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. CHILDREN'S ADVOCACY CENTER OF THE SOUTH PLAINS 720 TEXAS AVE LUBBOCK TX 79401 752660920 501(C)(3) 90019 TO ASSIST CHILDREN WHO ARE VICTIMS OF ABUSE AND TRAUMA. THE PARENTING COTTAGE 3818 50TH STREET LUBBOCK TX 79413 751806027 501(C)(3) 99971 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. COMMUNITIES IN SCHOOLS ON THE SOUTH PLAINS INC 1655 MAIN STREET STE 201 LUBBOCK TX 79401 752819581 501(C)(3) 81053 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. BOYS AND GIRLS CLUB OF LUBBOCK 3221 59TH STREET LUBBOCK TX 79413 751037228 501(C)(3) 210471 TO PROVIDE A SAFE AND POSITIVE PLACE FOR CHILDREN. WEST TEXAS GIRL SCOUT COUNCIL INC 2567 74TH STREET LUBBOCK TX 79423 750979890 501(C)(3) 117569 TO BUILD COURAGE, CONFIDENCE AND CHARACTER. GOODWILL INDUSTRIES OF LUBBOCK INC 715 28TH STREET LUBBOCK TX 79404 751245440 501(C)(3) 51192 PROVIDING EMPLOYMENT TRAINING, JOB PLACEMENT AND OTHER SERVICES FOR PEOPLE WITH A DISABILITY, PEOPLE WHO LACK EDUCATION OR JOB EXPERIENCE AND OTHERS IN NEED. STATE EMPLOYEE CHARITABLE CAMPAIGN 1655 MAIN STREET STE 101 LUBBOCK TX 79401 999999999 501(C)(3) 932424 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 A, LINE 2 BOARD MEMBERS MELISSA ROBERTS AND ALAN LACKEY HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 MANAGEMENT E-MAILED A COPY OF THE FORM 990 TO THE BOARD FOR DISCUSSION, REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH BOARD MEMBER AND EMPLOYEE IS REQUIRED TO DISCLOSE 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 (LIVEUNITEDLUBBOCK.ORG/FINANCIAL.SHTML). FORM 990, PART XII, LINE 2C LUBBOCK AREA UNITED WAY USES A COMMITTE ASSIGNED BY THE BOARD TO OVERSEE THE FINANCIAL STATEMENT AUDIT AND FOR SELECTION OF THE INDEPENDENT AUDITOR.