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Nonprofiteer
← UNITED WAY OF THE COASTAL BEND INC

Form 990 for tax year 2022

Filed by UNITED WAY OF THE COASTAL BEND INC.

Totals

Total revenue
$6,589,326
Total expenses
$6,072,181
Contributions and grants received
$6,363,653
Grants paid
$2,811,209
Program service revenue
$149,979
Investment income
$34,474
Other revenue
$41,220
Total assets, end of year
$8,115,260
Total liabilities, end of year
$1,508,911
Net assets or fund balances, end of year
$6,606,349
Program services expenses (Part IX)
$5,081,477
Management and general expenses
$563,082
Fundraising expenses
$427,622
Program service expenses (Part III)
$5,081,477

Program services were 83.7% 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.

  • 1a · Federated campaigns

    $15,086

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $138,149

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $1,713,948

  • 1f · All other contributions, gifts and grants

    $4,496,470

  • 1g · Noncash contributions included above

    $56,803

  • 2a · Program service revenue: Administrative fees on designations

    total $149,979 · related or exempt $149,979 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $34,474 · related or exempt $34,474 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $24,000 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $24,000 · personal property $0

  • 6d · Net rental income or loss

    total $24,000 · related or exempt $24,000 · unrelated business $0 · excluded $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8a · Fundraising events: gross income

    $38,400

  • 8a · Fundraising events: contributions included on line 1c

    $138,149

  • 8b · Fundraising events: direct expenses

    $40,568

  • 8c · Net income from fundraising events

    total -$2,168 · unrelated business $0 · excluded -$2,168

  • 11d · All other revenue

    total $19,388 · related or exempt $19,388 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $19,388

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,811,209 · program services $2,811,209

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $248,022 · program services $98,764 · management and general $96,906 · fundraising $52,352

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $1,166,200 · program services $776,413 · management and general $218,020 · fundraising $171,767

  • 8 · Pension plan contributions

    total $91,822 · program services $55,794 · management and general $20,907 · fundraising $15,121

  • 9 · Other employee benefits

    total $152,209 · program services $80,783 · management and general $47,482 · fundraising $23,944

  • 10 · Payroll taxes

    total $91,090 · program services $56,687 · management and general $20,226 · fundraising $14,177

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $29,500 · program services $17,110 · management and general $6,785 · fundraising $5,605

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $27,210 · program services $16,452 · management and general $5,345 · fundraising $5,413

  • 13 · Office expenses

    total $31,571 · program services $21,038 · management and general $5,744 · fundraising $4,789

  • 14 · Information technology

    total $62,903 · program services $39,839 · management and general $11,757 · fundraising $11,307

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $71,904 · program services $45,811 · management and general $14,065 · fundraising $12,028

  • 17 · Travel

    total $18,315 · program services $14,950 · management and general $0 · fundraising $3,365

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $33,974 · program services $23,458 · management and general $3,160 · fundraising $7,356

  • 20 · Interest

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $71,191 · program services $41,291 · management and general $16,374 · fundraising $13,526

  • 23 · Insurance

    total $24,145 · program services $15,130 · management and general $4,937 · fundraising $4,078

  • 24a · Other expenses: BAd debts

    total $272,369 · program services $157,974 · management and general $62,645 · fundraising $51,750

  • 24b · Other expenses: Dues

    total $106,719 · program services $72,815 · management and general $17,918 · fundraising $15,986

  • 24c · Other expenses: Payments to subcontractors

    total $682,937 · program services $665,266 · management and general $7,821 · fundraising $9,850

  • 24d · Other expenses: supplies

    total $78,891 · program services $70,693 · management and general $2,990 · fundraising $5,208

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,893,246 · end of year $2,357,070

  • 2 · Savings and temporary cash investments

    beginning of year $981,616 · end of year $982,844

  • 3 · Pledges and grants receivable

    beginning of year $2,085,130 · end of year $2,140,598

  • 4 · Accounts receivable

    beginning of year $367,803 · end of year $217,174

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $33,397 · end of year $35,971

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

    $2,921,481

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

    $539,878

  • 10c · Land, buildings and equipment, net

    beginning of year $2,452,795 · end of year $2,381,603

  • 17 · Accounts payable and accrued expenses

    beginning of year $368,458 · end of year $82,028

  • 25 · Other liabilities

    beginning of year $1,042,031 · end of year $1,426,883

  • 27 · Net assets without donor restrictions

    beginning of year $2,752,064 · end of year $3,928,172

  • 28 · Net assets with donor restrictions

    beginning of year $3,651,434 · end of year $2,678,177

Mission and programs · 2022

Mission

The mission of United Way of the Coastal Bend, Inc. is to improve lives by mobilizing the caring power of community.

  • EDUCATION: 2,607 children and adults participated in programs designed for positive educational outcomes in critical areas of UWCB investment. 94.5% of children 0-5 in UWCB funded programs were developmentally ready to enter school; 79.67% of students in grades K-3 in UWCB funded programs maintained at least a C average in reading; 78.03% of students in grades 4-6 in UWCB funded programs performed at grade level in math and reading; 85.95% of youth in UWCB funded programs reported increased decision-making, leadership, social/emotional connections, or communication skills

    Expenses $1,929,718 · Grants $895,259 · Revenue $686,270

  • FINANCIAL STABILITY: 27,135 people participated in programs which meet basic needs while increasing employability leading to self sufficiency; 98.26% of individuals and families in UWCB funded programs were connected to support services that reduce barriers to achieving financial stability; 82.17% of individuals in UWCB funded programs completed job training and were placed into jobs; 40.54% of individuals in UWCB funded programs completed financial education classes and demonstrated financial capability; 100% of individuals seeking income tax assistance through UWCB Volunteer Income Tax Assistance received the tax preparation assistance they sought

    Expenses $1,011,225 · Grants $800,241 · Revenue $57,148

  • HEALTH: 51,650 people participated in programs designed for positive health outcomes in the critical areas of UWCB investment. 84.24% of individuals in UWCB funded programs received physical or mental health care; 100% of victims of violence or crime participating in UWCB funded programs reported increased safety or assistance; 94.73% of youth participating in UWCB funded programs reported increased knowledge of nutrition and healthy activities; 92.97% of participants in UWCB funded programs reported decreased unhealthy behaviors such as alcohol and chemical dependency

    Expenses $2,140,534 · Grants $1,115,709 · Revenue $772,009

As filed on the 2022 return.

Listed in Part VII

  • Elizabeth D Averyt

    President and CEO

    Total calculated
    $156,608
    From this org
    $134,330
    From related orgs
    $0
    Other
    $22,278
    Hours/week
    34

    Schedule J breakdown matched by us

    Base
    $144,776
    Bonus
    $4,500
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $22,778
    Filer's total
    $172,054

  • Robert L McCarty

    Chief Financial Officer

    Total calculated
    $112,162
    From this org
    $96,006
    From related orgs
    $0
    Other
    $16,156
    Hours/week
    34

    Schedule J breakdown matched by us

    Base
    $97,083
    Bonus
    $1,382
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $16,156
    Filer's total
    $114,621

  • Kent A Britton

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • JD Egbert

    Director

    Total calculated
    $0
    Hours/week
    1

  • Paul B Fritsch

    Director

    Total calculated
    $0
    Hours/week
    1

  • Gabriel Guerra

    Director

    Total calculated
    $0
    Hours/week
    1

  • Catherine Tobin Hilliard

    Chair Elect

    Total calculated
    $0
    Hours/week
    2

  • Mitra Khan

    Director

    Total calculated
    $0
    Hours/week
    1

  • Trina Cecilia Martinez

    Director

    Total calculated
    $0
    Hours/week
    1

  • Alicia Matus

    Director

    Total calculated
    $0
    Hours/week
    1

  • John W Owen

    Director

    Total calculated
    $0
    Hours/week
    1

  • Robert A Rocha

    Director

    Total calculated
    $0
    Hours/week
    1

  • Erik P Simpson

    Past Chair

    Total calculated
    $0
    Hours/week
    1

  • Judith Talavera

    Director

    Total calculated
    $0
    Hours/week
    1

  • Javier Wiley

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mark Reyes

    Director

    Total calculated
    $0
    Hours/week
    1

  • Chaz Pavliska

    Director

    Total calculated
    $0
    Hours/week
    1

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

None.

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

The filer's explanations (Part III)

Schedule J, Part I, Line 7
The President and CEO and the Chief Financial Officer received bonuses.

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
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202343189349302274

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

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