Form 990 for tax year 2023
Filed by UNITED WAY OF WACO-MCLENNAN COUNTY.
Totals
- Total revenue
- $1,199,798
- Total expenses
- $1,590,926
- Contributions and grants received
- $1,188,543
- Grants paid
- $1,000,000
- Program service revenue
- $0
- Investment income
- $7,471
- Other revenue
- $3,784
- Total assets, end of year
- $1,520,056
- Total liabilities, end of year
- $1,086,651
- Net assets or fund balances, end of year
- $433,405
- Program services expenses (Part IX)
- $1,160,971
- Management and general expenses
- $292,656
- Fundraising expenses
- $137,299
- Program service expenses (Part III)
- $1,160,971
Program services were 73.0% 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.
-
1d · Related organizations
$52,451
-
1f · All other contributions, gifts and grants
$1,136,092
-
3 · Investment income
total $7,254 · excluded $7,254
-
7a · Gross sales of assets other than inventory
securities $217
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $217
-
7d · Net gain or loss
total $217 · excluded $217
-
11a · Other revenue: MISCELLANEOUS REVENUE
total $3,784 · excluded $3,784
-
11e · Other revenue, total
$3,784
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,000,000 · program services $1,000,000
-
5 · Compensation of officers, directors and key employees
total $135,976 · program services $33,994 · management and general $33,994 · fundraising $67,988
-
7 · Other salaries and wages
total $188,507 · program services $69,565 · management and general $96,712 · fundraising $22,230
-
8 · Pension plan contributions
total $3,895 · program services $1,782 · management and general $1,868 · fundraising $245
-
9 · Other employee benefits
total $10,063 · program services $4,491 · management and general $4,698 · fundraising $874
-
10 · Payroll taxes
total $23,638 · program services $8,423 · management and general $8,687 · fundraising $6,528
-
11c · Fees: accounting
total $6,057 · management and general $6,057
-
11g · Fees: other
total $47,435 · program services $9 · management and general $47,381 · fundraising $45
-
12 · Advertising and promotion
total $36,901 · program services $5,573 · management and general $16,433 · fundraising $14,895
-
13 · Office expenses
total $36,248 · program services $24,235 · management and general $7,834 · fundraising $4,179
-
14 · Information technology
total $21,183 · program services $3,360 · management and general $7,742 · fundraising $10,081
-
16 · Occupancy
total $41,529 · program services $7,019 · management and general $28,958 · fundraising $5,552
-
17 · Travel
total $298 · program services $164 · management and general $134
-
19 · Conferences, conventions and meetings
total $11,238 · program services $638 · management and general $7,722 · fundraising $2,878
-
22 · Depreciation, depletion and amortization
total $6,776 · program services $1,199 · management and general $4,628 · fundraising $949
-
23 · Insurance
total $1,122 · program services $400 · management and general $412 · fundraising $310
-
24a · Other expenses: DUES
total $18,304 · program services $20 · management and general $18,189 · fundraising $95
-
24b · Other expenses: MISCELLANEOUS
total $1,756 · program services $99 · management and general $1,207 · fundraising $450
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $383,333 · end of year $379,452
-
2 · Savings and temporary cash investments
beginning of year $498,500 · end of year $588,367
-
3 · Pledges and grants receivable
beginning of year $326,736 · end of year $427,301
-
4 · Accounts receivable
beginning of year $766 · end of year $1,891
-
9 · Prepaid expenses and deferred charges
beginning of year $3,749 · end of year $1,324
-
10a · Land, buildings and equipment: cost or other basis
$45,692
-
10b · Land, buildings and equipment: accumulated depreciation
$45,080
-
10c · Land, buildings and equipment, net
beginning of year $7,388 · end of year $612
-
15 · Other assets
beginning of year $58,774 · end of year $121,109
-
17 · Accounts payable and accrued expenses
beginning of year $70,962 · end of year $85,046
-
18 · Grants payable
beginning of year $267,555 · end of year $833,333
-
19 · Deferred revenue
beginning of year $112,946 · end of year $108,920
-
25 · Other liabilities
beginning of year $3,250 · end of year $59,352
-
27 · Net assets without donor restrictions
beginning of year $575,485 · end of year $184,357
-
28 · Net assets with donor restrictions
beginning of year $249,048 · end of year $249,048
Mission and programs · 2023
Mission
UNITED WAY OF WACO-MCLENNAN COUNTY STRENGTHENS THE COMMUNITY BY MOBILIZING RESOURCES TO MEASURABLY IMPROVE LIVES.
-
DISTRIBUTIONS TO LOCAL AGENCIES:WE FUND GRANTS TO AFFECT EQUITABLE, SYSTEMIC CHANGE IN EDUCATION, HEALTH, FINANCIAL STABILITY, AND SAFETY NET SERVICES, SO THAT ALL PEOPLE ACHIEVE THEIR FULL POTENTIAL.
Expenses $1,074,940 · Grants $1,000,000
-
CHILD WELL BEING:UNDER THE LEADERSHIP OF UNITED WAY OF WACO-MCLENNAN COUNTY AND LOCAL RESIDENTS, WE WORK TOGETHER TO UNDERSTAND THE NEEDS OF AREA CHILDREN AND FAMILIES, CREATE COMMUNITY SOLUTIONS, AND TAKE ACTION.
Expenses $86,031
As filed on the 2023 return.
Listed in Part VII
-
TAMMY RICHARDS
CHAIR
- Total calculated
- $0
- Hours/week
- 2.5
-
J TANNER MOORE
VICE CHAIR/RES DEV CHAIR
- Total calculated
- $0
- Hours/week
- 2.5
-
J T CARPENTER
SEC/GOVERNANCE CHAIR
- Total calculated
- $0
- Hours/week
- 2.5
-
REAGAN FITZ-GERALD
TREASURER/FINANCE CHAIR
- Total calculated
- $0
- Hours/week
- 2.5
-
DR ILIANA NEUMANN
COM IMPACT CHAIR
- Total calculated
- $0
- Hours/week
- 2.5
-
MITCHELL HORNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BETTY BAUER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
HECTOR SABIDO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
EDWARD LOVE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TAMMIE BOWMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KRISTINA CAMPOS-DAVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DEIDRA EMERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BRANDON GUERRA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TRACY GUILLORY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PAULA SOLANO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ORLANDO RODRIGUEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SHANE TURNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
WENDY ELLIS
CEO
- Total calculated
- $135,976
- From this org
- $123,749
- From related orgs
- $0
- Other
- $12,227
- Hours/week
- 40
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.
Grants on this return
-
$85,540
BIRTH & POSTPARTUM DOULA SUPPORT PROGRAM
-
$75,000
LA PUERTA AFFORDABLE COUNSELING SERVICES
-
$68,735
LEGAL SERVICES
-
GED TRACK
-
$50,000
GIRL SCOUTS BEYOND BARS
-
PREVENTION & EDUCATION, VICTIMS CENTER
-
COMMUNITIES IN SCHOOLS CASE MANAGEMENT
-
$46,750
IMMIGRATION LEGAL SERVICES FOR FAMILIES IN MCLENNAN COUNTY
-
$46,750
COURT APPOINTED SPECIAL ADVOCATES
-
$46,750
MY BROTHER'S KEEPER/SOCIAL SERVICES PROGRAM
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
GREATER WACO UNITED FUND FOUNDATION
501(C)(3) · SUPPORT OF UNITED WAY OF WACO-MCLENNAN COUNTY · TX · controlled entity
Directly controlled by UNITED WAY OF WACO-MCLENNAN COUNTY
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 4 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202402999349301475
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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