2024-11-15T16:40:56-06:00 2023-12-31 450250958 EIDE BAILLY LLP 400 PINE ST STE 600 ABILENE TX 796015190 990 2023-01-01 750808772 UNITED WAY OF ABILENE INC UNIT 3256771841 240 CYPRESS 200 ABILENE TX 796040082 DR CATHY ASHBY PRESIDENT & CEO 3256771841 2024-11-15 1 1 MICHELLE BEATY CPA P01404339 3256724000 2024-11-15 2023 2024-10-15 13:58:12Z DR CATHY ASHBY 240 CYPRESS 200 ABILENE TX 796040082 4078630 0 X UNITEDWAYABILENE.ORG X 1956 TX UNITED WAY PROMOTES THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERYONE IN WEST CENTRAL TX. 34 34 17 1513 0 0 3049707 3198097 0 0 19177 82912 77838 207812 3146722 3488821 2101953 774425 0 0 932632 853458 0 0 297113 328833 400691 3363418 2028574 -216696 1460247 4271145 4632923 1915601 785702 2355544 3847221 UNITED WAY OF ABILENE PROMOTES THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN WEST CENTRAL TEXAS BY LEVERAGING THE INTELLECTUAL, ORGANIZATIONAL, INSTITUTIONAL, FINANCIAL, FAITH-BASED, AND PERSONAL RESOURCES OF ITS LOCAL COMMUNITIES. 0 0 467976 455189 226914 $455,189 IN GRANT ALLOCATIONS WERE COMMITTED TO 33 NON-PROFIT ORGANIZATIONS IN OUR SERVICE AREA. THESE NON-PROFIT ORGANIZATIONS REPRESENT PARTNER AGENCIES AND INITIATIVES THAT SUPPORT PRIORITY ISSUES DETERMINED BY COMMITTEES OF LOCAL VOLUNTEERS REPRESENTING THE CITIZENS OF WEST CENTRAL TEXAS. THESE PRIORITY ISSUES ARE DESIGNED TO ENSURE THAT BASIC NEEDS ARE MET, YOUTH GRADUATE FROM HIGH SCHOOL READY TO WORK OR PURSUE HIGHER EDUCATION, SENIORS LIVE INDEPENDENTLY, FAMILIES ARE SELF-SUFFICIENT, AND NEIGHBORHOODS ARE SAFE AND FAMILY FRIENDLY. 1014631 319236 COMMUNITY IMPACT PROGRAMS PROVIDE THE 19 COUNTIES OF WEST CENTRAL TEXAS WITH INFORMATION AND REFERRAL SERVICES AND EMERGENCY ASSISTANCE FOR BASIC NEEDS, SUCH AS SHELTER AND UTILITIES. THESE PROGRAMS PAID $319,236 IN DIRECT BENEFITS FOR EMERGENCY ASSISTANCE AND MANAGED THOUSANDS OF CALLS FOR INFORMATION AND REFERRAL SERVICES. 1482607 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 34 0 1 17 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X DR CATHY ASHBY 3256771841 240 CYPRESS ST SUITE 200 ABILENE TX 79601 ALEX EAGLE DIRECTOR 1.00 X 0 0 0 ANNA MELENDEZ DIRECTOR 1.00 X 0 0 0 BRANNON BARNES DIRECTOR 1.00 X 0 0 0 CHE SAMPLES DIRECTOR 1.00 X 0 0 0 MARCUS DUDLEY DIRECTOR 1.00 X 0 0 0 CORBY FLANAGAN STEWARDSHIP REVIEW 1.00 1.00 X X 0 0 0 DAYTON BORGER DIRECTOR 1.00 X 0 0 0 DILLON COBB DIRECTOR 1.00 X 0 0 0 DR HOLLY ARDOIN DIRECTOR 1.00 X 0 0 0 CHELSEA BECKHAM DIRECTOR 1.00 X 0 0 0 DR NANCY KUCINSKI DIRECTOR 1.00 X 0 0 0 ETHAN SHEPHERD DIRECTOR 1.00 X 0 0 0 HALEY ROTENBERRY DIRECTOR 1.00 X 0 0 0 DR JOE WALDRON DIRECTOR 1.00 X 0 0 0 KIRK CANADA 2-1-1 ADVISORY 1.00 X X 0 0 0 JOHN BITTRICK DIRECTOR 1.00 X 0 0 0 JULIANN KELLEY DIRECTOR 1.00 X 0 0 0 LON BIEBIGHAUSER PAST CHAIR 1.00 X X 0 0 0 KATIE BROWNING DIRECTOR 1.00 X 0 0 0 MEGAN ALLRED DIRECTOR 1.00 X 0 0 0 KYLE FELAN DIRECTOR 1.00 X 0 0 0 JENNY GOODE CHAIR ELECT 1.00 X X 0 0 0 LEIGH BLACK CHAIR 1.00 X X 0 0 0 REED STAFFORD COMMUNITY INVESTMENT 1.00 X X 0 0 0 SAGE DILLER TREASURER 1.00 X X 0 0 0 SAM FERGUSON DIRECTOR 1.00 X 0 0 0 REGI MCABE-GOSSETT DIRECTOR 1.00 X 0 0 0 BEN GRANT DIRECTOR 1.00 X 0 0 0 SUSAN WATTS SECRETARY 1.00 X X 0 0 0 TERRY HAGLER DIRECTOR 1.00 X 0 0 0 TODD WILSON DIRECTOR 1.00 X 0 0 0 TRENT POINDEXTER DIRECTOR 1.00 X 0 0 0 CHRISTAL FAIRIES DIRECTOR 1.00 X 0 0 0 RACHEL SULLIVAN DIRECTOR 1.00 X 0 0 0 DR CATHY ASHBY PRESIDENT & CEO 40.00 X 103631 0 14261 GREG WILSON CFO 40.00 X 86621 0 12168 190252 0 26429 1 0 0 0 LONE STAR ELECTRIC 301 LOCUST ST ABILENE TX 79602 CHRISTMAS DECOR 235585 1 188423 750197 2259477 3198097 82912 82912 570707 188423 589809 -19102 -19102 TRANSFERS FROM FOUNDAT 900099 159216 159216 OTHER REVENUE 900003 67698 67698 226914 3488821 226914 0 63810 455189 455189 319236 319236 190251 45971 106548 37732 508225 344756 43483 119986 30325 12331 4044 13950 71625 42954 22053 6618 53032 30106 11830 11096 82626 44991 31635 6000 37992 288 37704 7426 307 6619 500 31943 16147 13960 1836 4021 3479 184 358 12511 3799 8712 32676 3010 29666 COMMUNITY EVENTS 94801 69188 8402 17211 MEMBERSHIP INVESTMENT 37904 37904 OPERATING LEASE EXPENSE 36502 17061 19441 PRINTING 19507 2853 13678 2976 2782 70941 -71401 3242 2028574 1482607 248854 297113 969861 1630252 945903 1006844 166613 147294 19269 24415 996670 471072 551032 525598 1431506 1130161 186961 168359 4271145 4632923 232160 311680 1447864 241312 25415 48242 210162 184468 1915601 785702 X 1566175 1635356 789369 2211865 2355544 3847221 4271145 4632923 X 1460247 31430 X 0 1 X 1 1 1 X 3215845 3301549 3945340 3049707 3198097 16710538 3215845 3301549 3945340 3049707 3198097 16710538 16710538 26901 17291 1738 19177 82912 148019 -46918 -19249 92260 26093 16884650 0.98970 0.99500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 61300 6430 67730 69247 -7947 61300 60782 8465 69247 53926 6856 60782 46528 7398 53926 1.00000 1 0 814663 338092 476571 182007 132980 49027 525598 PAYROLL LIABILITIES 83839 OPERATING LEASE LIABILITY 100629 184468 3985979 65729 65729 3920250 -431429 -431429 3488821 2659948 40729 40729 2619219 -590645 -590645 2028574 PART V, LINE 4: ENDOWMENT FUNDS ARE INTENDED TO SUPPORT UNITED WAY OF ABILENE AND ITS NETWORK OF AGENCIES AND PROGRAMS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCH G NET FUNDRAISING EXPENSES -590,645. TRANSFER FROM FOUNDATION 159,216. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCH G NET FUNDRAISING EXPENSES -590,645. WINTER LIGHTFEST 759130 188423 570707 18504 321238 250067 759130 188423 570707 18504 321238 250067 589809 -19102 1 ABILENE HOPE HAVEN 801 S TREADAWAY BLVD ABILENE TX 79602 752518820 501(C)(3) 0 43872 HOPE HOUSING SERVICES & BRIDGE2HOME DAY NURSERY OF ABILENE 702 CEDAR STREET ABILENE TX 79601 751399992 501(C)(3) 0 37075 CHILD CARE ASSISTANCE BIG COUNTRY CASA 400 OAK ST STE 217 ABILENE TX 79602 474607273 501(C)(3) 0 29459 COURT APPOINTED SPECIAL ADVOCATES BOYS & GIRLS CLUB OF ABILENE PO BOX 2013 ABILENE TX 79604 751001991 501(C)(3) 0 26866 AFTER SCHOOL PROGRAM ABILENE HERITAGE SQUARE PO BOX 1699 ABILENE TX 79604 823454890 501(C)(3) 0 25000 INTERACTIVE LEARNING PROGRAM NOAH PROJECT PO BOX 875 ABILENE TX 79604 751704926 501(C)(3) 0 24765 SERVE VICTIMS OF VIOLENCE REGIONAL VICTIMS CRISIS CENTER PO BOX 122 ABILENE TX 79604 752720588 501(C)(3) 0 24260 SERVE VICTIMS OF CRIME CHRISTIAN SERVICE CENTER OF ABILENE 3185 N 10THE ST ABILENE TX 79603 364561080 501(C)(3) 0 22337 STANDING IN THE GAP FINANCIAL STABILITY COMMUNITIES IN SCHOOLS OF THE BIG COUNTRY 1654 CAMPUS COURT ABILENE TX 79601 752945230 REGION XIV ESC 0 21433 STUDENT SUCCESS COACHING ALLIANCE FOR WOMEN & CHILDREN 1350 N 10TH ST ABILENE TX 79601 751013058 501(C)(3) 0 19523 AFTER SCHOOL CARE RESOURCECARE PO BOX 2435 ALBANY TX 76430 752541970 501(C)(3) 0 17773 ASPIRE BOY SCOUTS - TEXAS TRAILS COUNCIL 3811 N 1ST ST ABILENE TX 79603 237206784 501(C)(3) 0 16595 SCOUT REACH BIG BROTHERS BIG SISTERS 547 CHESTNUT ST ABILENE TX 79602 750800632 501(C)(3) 0 16531 ADULT MENTORS FOR CHILDREN CANCER SERVICES NETWORK 100 CHESTNUT ABILENE TX 79602 752794022 501(C)(3) 0 13765 CANCER PATIENT ASSISTANCE PRESBYTERIAN MEDICAL CARE MISSION 1857 PINE ST STE 100 ABILENE TX 79601 751910600 501(C)(3) 0 11844 MEDICAL AND DENTAL SERVICES NEW BEGINNINGS BIG COUNTRY 2119 POTOSI ROAD ABILENE TX 79602 800575198 501(C)(3) 0 11401 TRANSITIONAL WOMEN GIRL SCOUTS OF TXOK 278 S PIONEER 107 ABILENE TX 79605 750818162 501(C)(3) 0 10700 GIRL SCOUT LEADERSHIP EXPERIENCE LEGAL AID OF NORTHWEST TEXAS 500 CHESTNUT ST 901 ABILENE TX 79602 750856086 501(C)(3) 0 10000 LOW-INCOME PROPERTY RIGHT DEFENSE PROGRAM CENTER FOR CONTEMPORARY ARTS 220 CYPRESS ST ABILENE TX 79601 752290138 501(C)(3) 0 9819 ARTHEALS FAITHWORKS OF ABILENE 1229 N MOCKINGBIRD LN ABILENE TX 79603 301042845 501(C)(3) 0 9548 CLASSROOM INSTRUCTION BETTY HARDWICK CENTER 2616 S CLACK ST ABILENE TX 79606 751377658 501(C)(3) 0 9451 ADAPTIVE RECREATION SALVATION ARMY 1726 BUTTERNUT ST ABILENE TX 79602 222406433 501(C)(3) 0 8333 SELF-SUFFICIENCY ALZHEIMER'S ASSOCIATION 301 S PIONEER DR SUITE 105 ABILENE TX 79605 751984152 501(C)(3) 0 8245 FAMILY CARE PROGRAM UTILITY ASSISTANCE 130 47163 BEAT THE HEAT PROGRAM 200 4400 FMV ELECTRIC FANS AND HEATERS DISTRIBUTED TO NON-PROFIT AGENCIES FOR INDIVIDUALS BASED ON NEEDS EMERGENCY & DISASTER AFTER HOURS ASSISTANCE 32 3694 ABILENE UNITED FUND DISASTER RELIEF 308 199576 IMAGINATION LIBRARY 3235 64403 PART IV- ADDITIONAL SUPPLEMENTAL INFORMATION NON-PROFIT ORGANIZATIONS IN WEST CENTRAL TEXAS ARE INVITED ANNUALLY TO SUBMIT GRANT APPLICATIONS IN A FORMAT PRESCRIBED BY UNITED WAY'S VOLUNTEER COMMUNITY INVESTMENT REVIEW AND STEWARDSHIP REVIEW TEAMS. IN THIS PROCESS, A TEAM OF LOCAL VOLUNTEERS EVALUATE THE MISSION AND STRATEGIES OF EACH GRANT APPLICANT WITHIN THE CONTEXT OF THE UNITED WAY COMMUNITY IMPACT MODEL, WITH CONSIDERABLE EMPHASIS ON HOW COMMUNITY DOLLARS CAN SUPPORT PROGRAMS THAT ADDRESS STUDENT SUCCESS, FAMILY SELF-SUFFICIENCY, AND HEALTH NEEDS. IN ADDITION TO REQUIRING APPLICANTS TO DEMONSTRATE SPECIFIC RESULTS, APPLICANTS ALSO PROVIDE PERIODIC REPORTS TO A VOLUNTEER TEAM OF COMMUNITY LEADERS. THE COMMUNITY IMPACT AND STEWARDSHIP PROCESS INVOLVES 70+ COMMUNITY VOLUNTEERS AND ALSO INCLUDES SITE VISITS, PRESENTATIONS, AND A REVIEW OF STANDARD PRACTICES AND FINANCIAL DATA. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND COMMENTS AT A BOARD MEETING PRIOR TO FILING. IN ADDITION, FORM 990 IS REVIEWED IN DETAIL PRIOR TO FILING BY THE FINANCE COMMITTEE, CONSISTING OF CPAS, FINANCIAL OFFICERS, AND BANKERS WITH EXPERTISE IN REVIEWING FINANCIAL AND REGULATORY REPORTS. FORM 990, PART VI, SECTION B, LINE 12C THE CODE OF ETHICS AND CONFLICT OF INTEREST POLICY IS PROVIDED AT THE FIRST MEETING OF EACH ADMINISTRATIVE YEAR. ALL BOARD MEMBERS, NEW AND CONTINUING, ARE REQUIRED TO COMPLETE A NEW FORM ANNUALLY. THE SAME APPLIES FOR EACH STAFF MEMBER AND VOLUNTEER AT THE BEGINNING OF THE CALENDAR YEAR. FORM 990, PART VI, SECTION B, LINE 15A THE UNITED WAY EXECUTIVE COMMITTEE, CONSISTING OF THE OFFICERS OF THE BOARD OF DIRECTORS, REVIEWS THE PRESIDENT/CEO'S SALARY BASED ON THE JOB PERFORMANCE EVALUATION OF THE UNITED WAY BOARD PRESIDENT; THE FINANCIAL CONDITION OF THE ORGANIZATION; SIMILAR COMPENSATION FOR PRESIDENT/CEOS OF OTHER NON-PROFITS IN ABILENE AND THE SURROUNDING COMMUNITY; THE PRESIDENT/CEO'S PAST SALARY AND SALARY ADJUSTMENT HISTORY; AND OTHER PERTINENT FACTORS. THE EXECUTIVE COMMITTEE THEN APPROVES THE EXECUTIVE DIRECTOR'S SALARY FOR THE UPCOMING BUDGET YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE AVAILABLE TO ANY PERSON WHO REQUESTS TO VIEW THEM. THE DOCUMENTS ARE PROVIDED ON SITE AT THE MAIN ADMINISTRATIVE OFFICE (240 CYPRESS, ABILENE, TX). PERSONS WILL BE GIVEN A WORKSPACE TO REVIEW THE DOCUMENTS. THEY ARE NOT ALLOWED TO REMOVE THE DOCUMENTS, BUT MAY REQUEST COPIES BE MADE BY A UNITED WAY STAFF PERSON AT THE COST OF $0.25 PER PAGE. PERSONS MAY REQUEST TO SEE THE BYLAWS, BOARD OF DIRECTORS LIST, FINANCIAL AUDITS, IRS FORMS 990, GOVERNING POLICY DOCUMENTS AND TOTAL PROGRAM INVESTMENT REPORT. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 6,430. IN-KIND LEASEHOLD IMPROVEMENTS 25,000. UNITED WAY FOUNDATION OF ABILENE 240 CYPRESS ST SUITE 200 ABILENE TX 79601 465656957 ENDOWMENT TX 501(C)(3) TYPE I N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 UNITED WAY FOUNDATION OF ABILENE S 159216 FMV