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Nonprofiteer
← UNITED WAYS OF TEXAS INC

Form 990 for tax year 2024

Filed by UNITED WAYS OF TEXAS INC.

Totals

Total revenue
$1,725,383
Total expenses
$1,746,373
Contributions and grants received
$793,999
Grants paid
$517,737
Program service revenue
$921,893
Investment income
$3,702
Other revenue
$5,789
Total assets, end of year
$2,037,216
Total liabilities, end of year
$738,027
Net assets or fund balances, end of year
$1,299,189
Program services expenses (Part IX)
$1,485,877
Management and general expenses
$232,996
Fundraising expenses
$27,500
Program service expenses (Part III)
$1,485,877

Program services were 85.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $338,376

  • 1f · All other contributions, gifts and grants

    $455,623

  • 2a · Program service revenue: FEES FOR SERVICES

    total $576,816 · related or exempt $576,816

  • 2b · Program service revenue: STATE EMPLOYEE CHARITA

    total $258,785 · related or exempt $258,785

  • 2c · Program service revenue: CONFERENCE/MEETINGS

    total $86,292 · related or exempt $86,292

  • 3 · Investment income

    total $3,702 · excluded $3,702

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $5,789 · related or exempt $5,789

  • 11e · Other revenue, total

    $5,789

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $517,737 · program services $517,737

  • 5 · Compensation of officers, directors and key employees

    total $183,058 · program services $150,028 · management and general $27,525 · fundraising $5,505

  • 7 · Other salaries and wages

    total $559,077 · program services $458,201 · management and general $84,063 · fundraising $16,813

  • 8 · Pension plan contributions

    total $19,991 · program services $16,384 · management and general $3,006 · fundraising $601

  • 9 · Other employee benefits

    total $77,784 · program services $63,749 · management and general $11,696 · fundraising $2,339

  • 10 · Payroll taxes

    total $54,414 · program services $44,596 · management and general $8,182 · fundraising $1,636

  • 11c · Fees: accounting

    total $50,528 · management and general $50,528

  • 11d · Fees: lobbying

    total $454 · program services $454

  • 11g · Fees: other

    total $41,792 · program services $36,416 · management and general $5,376

  • 12 · Advertising and promotion

    total $2,125 · management and general $2,125

  • 13 · Office expenses

    total $17,760 · program services $14,472 · management and general $2,866 · fundraising $422

  • 14 · Information technology

    total $27,001 · program services $19,500 · management and general $7,501

  • 16 · Occupancy

    total $6,105 · program services $6,105

  • 17 · Travel

    total $16,351 · program services $13,223 · management and general $2,944 · fundraising $184

  • 19 · Conferences, conventions and meetings

    total $85,057 · program services $84,695 · management and general $362

  • 22 · Depreciation, depletion and amortization

    total $2,158 · management and general $2,158

  • 23 · Insurance

    total $4,065 · program services $420 · management and general $3,645

  • 24a · Other expenses: ALICE REPORT

    total $45,000 · program services $45,000

  • 24b · Other expenses: SUBSCRIPTIONS AND PUBLI

    total $26,566 · program services $5,547 · management and general $21,019

  • 24c · Other expenses: BAD DEBT EXPENSE

    total $9,350 · program services $9,350

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $500,620 · end of year $741,694

  • 2 · Savings and temporary cash investments

    beginning of year $341,371 · end of year $278,223

  • 4 · Accounts receivable

    beginning of year $48,305 · end of year $111,504

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,410 · end of year $1,341

  • 10a · Land, buildings and equipment: cost or other basis

    $10,791

  • 10b · Land, buildings and equipment: accumulated depreciation

    $6,831

  • 10c · Land, buildings and equipment, net

    beginning of year $6,118 · end of year $3,960

  • 11 · Investments: publicly traded securities

    beginning of year $791,583 · end of year $115,790

  • 12 · Investments: other securities

    beginning of year $0 · end of year $784,704

  • 17 · Accounts payable and accrued expenses

    beginning of year $393,105 · end of year $665,938

  • 19 · Deferred revenue

    beginning of year $89,330 · end of year $72,089

  • 27 · Net assets without donor restrictions

    beginning of year $1,189,362 · end of year $1,290,798

  • 28 · Net assets with donor restrictions

    beginning of year $25,610 · end of year $8,391

Mission and programs · 2024

Mission

UNITED WAYS OF TEXAS (UWT) EXISTS TO STRENGTHEN AND SUPPORT THE WORK AND IMPACT OF LOCAL UNITED WAYS IN TEXAS.

Activities or mission (Part I)

UNITED WAYS OF TEXAS EXISTS TO STRENGTHEN AND SUPPORT THE WORK AND IMPACT OF LOCAL UNITED WAYS IN TEXAS.

  • STATE EMPLOYEE CHARITABLE CAMPAIGN - UNITED WAYS OF TEXAS MANAGES THE STATE EMPLOYEE CHARITABLE CAMPAIGN (SECC), A PAYROLL DEDUCTION CAMPAIGN THAT ALLOWS CURRENT AND RETIRED STATE AND HIGHER EDUCATION EMPLOYEES AN OPPORTUNITY TO GIVE TO HUNDREDS OF LOCAL, STATE, NATIONAL AND INTERNATIONAL NONPROFITS. UWT WORKS TO INCREASE THE CAMPAIGN THROUGH PROMOTING A UNIFIED MESSAGE AROUND THE CAMPAIGN, LAUNCHING A USER-FRIENDLY WEBSITE TO PROVIDE DETAILED INFORMATION REGARDING THE CAMPAIGN, PROVIDING HELPFUL TOOLS TO STATE EMPLOYEES TO HELP ADVANCE THE CAMPAIGN IN THEIR WORKPLACE, RESEARCHING NEW WAYS TO PROMOTE AND GROW THE CAMPAIGN, AND WORKING TOWARDS PROGRAM EFFECIENCES. THE TEXAS SECC CAMPAIGN IS ONE OF THE LARGEST STATE EMPLOYEE CAMPAIGNS IN THE COUNTRY.

    Expenses $558,223 · Grants $517,737 · Revenue $262,248

  • ADVOCACY- UNITED WAYS OF TEXAS SERVES AS THE VOICE AND A LEADER FOR UNITED WAYS AND THEIR COMMUNITIES AT THE TEXAS CAPITOL. UNITED WAYS OF TEXAS WORK IN POLICY AND ADVOCACY INCLUDES DEVELOPING OPPORTUNITIES AND RESOURCES FOR COMMUNITY VOLUNTEERS AND LOCAL NONPROFITS TO ENGAGE IN ADVOCACY, DEVELOPING A STATEWIDE LEGISLATIVE AGENDA THAT REFLECTS THE DIVERSE NEEDS OF THE UWT NETWORK AND THEIR COMMUNITIES, AND EMPOWERING LOCAL NONPROFITS TO ADVOCATE IN THEIR LOCAL COMMUNITIES.

    Expenses $252,061

  • ALICE - ALICE IS ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED. ALICE DATA SHEDS LIGHT ON A POPULATION IN TEXAS THAT IS EMPLOYED YET STILL STRUGGLES TO MAKE ENDS MEET. UNITED WAYS OF TEXAS IS WORKING TO RESHAPE THE DIALOGUE ON FINANCIAL HARDSHIP BY HIGHLIGHTING ALICE DATA IN COMMUNITIES ACROSS TEXAS, BRINGING RESOURCES AND TOOLS TO HELP INFORM ALICE CONVERSATIONS, AND USING ALICE DATA AS A TOOL TO IGNITE CONVERATIONS WITH POLICYMAKERS AND ELECTED OFFICIALS.

    Expenses $138,961 · Revenue $22,500

  • START SMART TEXAS - START SMART TEXAS IS A PARTNERSHIP BETWEEN UNITED WAYS OF TEXAS AND TEXAS PBS THAT PROVIDES TECHNICAL ASSISTANCE AND SUPPORTS TO COMMUNITY-BASED COLLABORATIVES THAT HELPS TO SUPPORT EVERY CHILD SUCCEEDING IN SCHOOL AND IN LIFE. START SMART TEXAS WORK INCLUDES PROVIDING LEARNING OPPORTUNITIES FOR COMMUNITY PARTNERS, MANAGING A TEXTING PLATFORM FOR PARENTS WITH YOUNG CHILDREN, IDENTIFYING PARENT AND CAREGIVER ENGAGEMENT TOOLS, AND CONVENING STATE PARTNERS TO ALIGN EFFORTS AND STRATEGIES. START SMART TEXAS IS A STATE-LEVEL PARTNER OF THE NATIONAL CAMPAIGN FOR GRADE-LEVEL READING.

  • TEXAS NON-PROFIT IMPACT PROJECT - UNITED WAYS OF TEXAS AND THE ONESTAR FOUNDATION HAVE PARTNERED TO LAUNCH A STATEWIDE INITIATIVE FOCUSED ON SUPPORTING THE STATE'S NONPROFIT SECTOR. WORK INCLUDES BRINGING AWARENESS OF THE SECTOR AND ITS IMPACT ON TEXAS THROUGH RESEARCH, SURVEYS, SOCIAL MEDIA AND PROMOTION, AS WELL AS POLICY AND ADVOCACY TO SUPPORT TEXAS NONPROFITS.

    Revenue $10,000

  • TEXAS WORKS - TEXAS WORKS IS A BIPARTISAN STATEWIDE COALITION FOCUSED ON ADVANCING POLICIES THAT ENSURE EVERY TEXAN HAS THE OPPORTUNITY TO GAIN THE SKILLS NEEDED TO OBTAIN AND SUSTAIN FAMILY- SUSTAINING EMPLOYMENT, WHICH WILL ENSURE EMPLOYERS HAVE ACCESS TO WORKS THAT ARE EDUCATED, COMMUNITIES AND LOCAL ECONOMIES ARE STRONGER, AND THAT TEXAS FAMILIES CAN LEAD A SUCCESSFUL AND SELF-SUFFICIENT LIFE. UNITED WAYS OF TEXAS FACILITATES THE COALITION FOCUSED ON THESE STRATEGIES AND WORKS TOWARDS STRENGTHENING SUPPORT SERVICES AND OTHER SAFETY NET PROGRAMS THAT SUPPORT PATHWAYS TO CAREER.

    Expenses $104,309 · Revenue $40,000

  • ADDITIONAL VARIOUS PROGRAMS SUPPORTING THE ORGANIZATION'S MISSION IN EDUCATION, INCOME AND HEALTH. WHICH INCLUDES: ADVOCACY- INCLUDES BUILDING CAPACITY, AS WELL AS DEVELOPING OPPORTUNITIES AND RESOURCES FOR COMMUNITY VOLUNTEERS AND LOCAL NONPROFITS, INCLUDING UNITED WAYS TO ENGAGE IN EFFECTIVE ADVOCACY; DEVELOPING A STATE LEGISLATIVE AGENDA THAT REFLECTS THE DIVERSE NEEDS OF THE UWT COMMUNITIES AT THE TEXAS CAPITOL.

    Expenses $432,323 · Revenue $587,145

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Chris Martin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5
  • Gary Henderson

    SECRETARY

    Total calculated
    $0
    Hours/week
    1.5
  • Matt Melnar

    TREASURER

    Total calculated
    $0
    Hours/week
    1.5
  • Edna Garcia

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5
  • Anndrea Harris

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5
  • Kari Hennagin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5
  • Catherine Hilliard

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5
  • Brian Irlbeck

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5
  • Maureen McAllister

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5
  • Judith Talavera

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5
  • Kim Lubel

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1.5
  • Roxanne S Jones

    PRESIDENT/CEO

    Total calculated
    $183,058
    From this org
    $163,997
    From related orgs
    $0
    Other
    $19,061
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,247
    Bonus
    $10,750
    Other
    $0
    Deferred
    $8,100
    Nontaxable benefits
    $10,961
    Filer's total
    $183,058
  • Kimberlee Brown

    DIR. OF FINANCE AND ADMINISTRATION

    Total calculated
    $141,021
    From this org
    $123,867
    From related orgs
    $0
    Other
    $17,154
    Hours/week
    40
  • Lauren Richard

    FOUNDING PRESIDENT/CEO OF MENTOR TX

    Total calculated
    $158,557
    From this org
    $144,496
    From related orgs
    $0
    Other
    $14,061
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,496
    Bonus
    $0
    Other
    $0
    Deferred
    $3,100
    Nontaxable benefits
    $10,961
    Filer's total
    $158,557

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2024
Filed
4 November 2025
IRS schema version
2024v5.2
Source object
202523149349300007

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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