2025-02-15T11:34:15-06:00 2024-03-31 752138464 OLIVER RAINEY & WOJTEK LLP 2909 SHERWOOD WAY SUITE 300 SAN ANGELO TX 76901 990 2023-04-01 750859662 UNITED WAY OF THE CONCHO VALLEY INC UNIT 3259493716 955 TURNER SAN ANGELO TX 76903 ASHLEY AMMONS PRES/CEO 3259493716 2025-02-15 1 1 JEFFREY J BOZEMAN CPA P00183885 3259426713 2023 2025-03-06 01:10:19Z ASHLEY AMMONS 955 TURNER SAN ANGELO TX 76903 1063136 0 X WWW.UWCONCHOVALLEY.ORG X 1963 TX TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER. 28 28 3 300 0 0 843957 848737 5495 1064 14847 97113 40203 76865 904502 1023779 681393 638388 0 0 233174 255616 0 0 195009 281998 325516 1196565 1219520 -292063 -195741 3328920 3407187 113019 105888 3215901 3301299 X SEE SCHEDULE O THE UNITED WAY OF THE CONCHO VALLEY'S MISSION IS TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER BY ATTRACTING AND ENGAGING HUMAN, FINANCIAL AND CREATIVE RESOURCES. SERVING AS A CONVENER AND CATALYST AROUND KEY COMMUNITY HEALTH AND HUMAN SERVICE ISSUES; FOCUSING HUMAN AND FINANCIAL RESOURCES ON ACHIEVING VISIBLE, MEASURABLE RESULTS AGAINST PRIORITIZED COMMUNITY NEEDS; ENCOURAGING EFFICIENT, COLLABORATIVE PARTNERSHIPS AMONG HUMAN SERVICE PROVIDERS; AND COMMUNICATING AND EDUCATING THE COMMUNITY ABOUT THE KEY ISSUES IN THE REGION AND UNITED WAY'S IMPACT ON THEM. IT ADVANCES THE COMMON GOOD, CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL, BY FOCUSING ON THE THREE KEY BUILDING BLOCKS OF EDUCATION, INCOME AND HEALTH. 0 0 936901 638388 1064 THE UNITED WAY OF THE CONCHO VALLEY, INC. ADVANCES THE COMMON GOOD, CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL, BY FOCUSING ON THE THREE KEY BUILDING BLOCKS OF EDUCATION, INCOME AND HEALTH. THE UNITED WAY MOVEMENT CREATES LONG LASTING COMMUNITY CHANGE BY ADDRESSING THE UNDERLYING CAUSES OF PROBLEMS THAT PREVENT PROGRESS IN THESE AREAS. LIVE UNITED IS A CALL TO ACTION FOR EVERYONE TO BECOME A PART OF THE CHANGE. ADDITIONALLY, THE UNITED WAY OF THE CONCHO VALLEY, INC. HAS ALLOCATED FUNDS TO LOCAL ORGANIZATIONS THAT SUPPORT OUR MISSION IN THE AREAS OF EDUCATION, INCOME AND HEALTH. 936901 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 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 1 0 1 3 1 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ASHLEY AMMONS 3259493716 955 TURNER SAN ANGELO TX 76903 ROCHEL BLAKEMORE BOARD CHAIRMAN 0.00 X X 0 0 0 MONTY STANLEY PAST CHAIRMAN 1.00 X X 0 0 0 DIANNA SPIEKER VICE CHAIRMAN/CHAIR ELECT 1.00 X X 0 0 0 KIMBERLY ADAMS TREASURER 1.00 X X 0 0 0 MOLLY TURK SECRETARY 1.00 X X 0 0 0 KYLON ATTEBERRY BOARD MEMBER 1.00 X 0 0 0 PAM BRADSHAW BOARD MEMBER 1.00 X 0 0 0 DIARMID CAMPBELL BOARD MEMBER 1.00 X 0 0 0 ANGELA CARTER BOARD MEMBER 1.00 X 0 0 0 TIM DAVENPORT-HERBST BOARD MEMBER 1.00 X 0 0 0 BROOK DICKISON BOARD MEMBER 1.00 X 0 0 0 ADAM HALLMARK BOARD MEMBER 1.00 X 0 0 0 DONNA HAMMONS BOARD MEMBER 1.00 X 0 0 0 BILL HANCOCK BOARD MEMBER 1.00 X 0 0 0 NANCY HERNANDEZ BOARD MEMBER 1.00 X 0 0 0 KAREN HUFFMAN BOARD MEMBER 1.00 X 0 0 0 TAYLOR HUGHES BOARD MEMBER 1.00 X 0 0 0 THERESA JAMES BOARD MEMBER 1.00 X 0 0 0 SAM LUDECKE BOARD MEMBER 1.00 X 0 0 0 SETH MAYBERRY BOARD MEMBER 1.00 X 0 0 0 MICHELLE MILLER BOARD MEMBER 1.00 X 0 0 0 MARSHALL MILLER BOARD MEMBER 1.00 X 0 0 0 SHELLEY NEW BOARD MEMBER 1.00 X 0 0 0 BRANDY OWENS BOARD MEMBER 1.00 X 0 0 0 ZACH REYES BOARD MEMBER 1.00 X 0 0 0 TODD SMITH BOARD MEMBER 1.00 X 0 0 0 JOSEPH THOMAS BOARD MEMBER 1.00 X 0 0 0 DAVID VIGNES BOARD MEMBER 1.00 X 0 0 0 ASHLEY AMMONS PRES/CEO 40.00 X 100048 0 12831 100048 0 12831 1 0 0 0 0 667231 181506 848737 FEES & CONTRACTS FROM 900099 1064 1064 1064 94439 94439 2674 0 2674 2674 2674 116222 39357 76865 76865 1023779 1064 0 173978 X 638388 638388 112879 63124 6838 42917 109390 62286 6306 40798 4849 2315 366 2168 12723 6132 1153 5438 15775 8957 907 5911 43018 43018 8251 8251 9490 4512 594 4384 15178 8177 1273 5728 498 113 18 367 9965 4699 1023 4243 5269 1583 409 3277 21855 2404 3278 16173 7268 3503 659 3106 GRANT EXPENSE 68096 68096 EQUIPMENT MAINTENANCE 38382 18282 3633 16467 DUES AND SUBSCRIPTIONS 21889 7548 7273 7068 UNITED WE READ BOOKS 18941 18941 57416 17841 2611 36964 1219520 936901 87610 195009 269275 159645 347330 312823 143 0 387 0 308451 251473 78834 56978 2599825 2843469 33126 34272 3328920 3407187 18218 14413 94801 91475 113019 105888 X 2385001 2521179 830900 780120 3215901 3301299 3328920 3407187 -195741 281139 0 X X 0 1 X 1 0 X 939221 1023017 977734 843957 848737 4632666 939221 1023017 977734 843957 848737 4632666 1064569 3568097 71011 38547 102056 66168 94439 372221 5004887 0.71290 0.74060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2142479 355147 118037 2379589 2176892 248610 -166856 116167 2142479 2235388 53983 112479 2176892 1693403 100 656816 114931 2235388 2203834 -242960 267471 1693403 0.98067 0.01933 0 0 7500 7500 194570 183190 11380 99543 34292 65251 6838 33991 -27153 56978 CERTIFICATES OF DEPOSIT 463880 F INVESTMENTS IN SAN ANGELO AREA FOUNDATION 2379589 F 2843469 ALLOCATIONS & DESIGNATIONS PAYABLE 61693 OBLIGATION UNDER CAPITAL LEASE - LT 29782 91475 1361324 281139 25300 306439 1054885 8251 -39357 -31106 1023779 1275926 25300 25300 1250626 8251 -39357 -31106 1219520 PART V, LINE 4: THE ENDOWMENT FUNDS ARE INTENDED TO SUPPORT THE MISSION OF THE UNITED WAY. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSES -39,357. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSES -39,357. POWER OF THE PURSE 79633 79633 2898 29341 GOLF TOURNAMENT 36589 36589 5368 745 1005 116222 116222 8266 745 30346 39357 76865 1 CONCHO VALLEY REGIONAL FOOD BANK OF TX 1313 HILL ST SAN ANGELO TX 76903 751897032 501(C)(3) 0 47922 CASH GENERAL SUPPORT CONCHO VALLEY COMMUNITY ACTION ASSOCIATION 133 W CONCHO AVE SUITE 301 SAN ANGELO TX 76903 010673081 501(C)(3) 0 57118 CASH GENERAL SUPPORT GALILEE COMMUNITY DEVELOPMENT 1404 S OAKES SAN ANGELO TX 76903 752865891 501(C)(3) 0 30510 CASH GENERAL SUPPORT WEST TEXAS COUNSELING & GUIDANCE CENTER 242 N MAGDALEN ST SAN ANGELO TX 76903 751561599 501(C)(3) 0 99563 CASH GENERAL SUPPORT ALCOHOL AND DRUG ABUSE COUNCIL 333 HOUSTON HARTE EPWY SAN ANGELO TX 76901 751609328 501(C)(3) 0 62929 CASH GENERAL SUPPORT YMCA OF SAN ANGELO TEXAS 353 SOUTH RANDOLPH SAN ANGELO TX 76903 750800698 501(C)(3) 0 60523 CASH GENERAL SUPPORT SAN ANGELO EARLY CHILDHOOD CENTER 619 JULIAN ST SAN ANGELO TX 76903 750968319 501(C)(3) 0 45267 CASH GENERAL SUPPORT ICD FAMILY SHELTER P O BOX 5018 SAN ANGELO TX 76902 751584080 501(C)(3) 0 30131 CASH GENERAL SUPPORT BOYS AND GIRLS CLUB OF THE CONCHO VALLEY PO BOX 107 SAN ANGELO TX 76902 751216481 501(C)(3) 0 45310 CASH GENERAL SUPPORT OZONA COMMUNITY CENTER PO BOX 41 OZONA TX 76943 751897769 501(C)(3) 0 38887 CASH GENERAL SUPPORT CHILDREN'S ADVOCACY CENTER OF TGC INC PO BOX 5195 SAN ANGELO TX 76902 752401001 501(C)(3) 0 88233 CASH GENERAL SUPPORT SAN ANGELO CLUBHOUSE 404 S IRVING STREET SAN ANGELO TX 76903 999999999 501(C)(3) 0 27018 CASH GENERAL SUPPORT 12 FORM 990, PART VI, SECTION A, LINE 7A THE BOARD MEMBERS COLLECTIVELY VOTE TO GOVERN ACTIONS OF THE UNITED WAY OF THE CONCHO VALLEY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE, THEN TO THE EXECUTIVE COMMITTEE, THEN TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C INDIVIDUALS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY TO DISCLOSE POTENTIAL CONFLICTS. THE FORM IS REVIEWED AND ANY INDIVIDUALS WITH CONFLICTS ARE REQUIRED TO RECUSE THEMSELVES FROM THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED ANNUALLY BY THE EXECUTIVE BOARD OF DIRECTORS AND PERSONNEL COMMITTEE. COMPENSATION IS REVIEWED ANNUALLY BY THE PERSONNEL COMMITTEE AND EXECUTIVE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 24E PRINTING & COPYING: PROGRAM SERVICE EXPENSES 12,559. MANAGEMENT AND GENERAL EXPENSES 136. FUNDRAISING EXPENSES 820. TOTAL EXPENSES 13,515. EVENT CATERING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 9,653. TOTAL EXPENSES 9,653. EVENT SPEAKERS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 8,703. TOTAL EXPENSES 8,703. SUPPLIES: PROGRAM SERVICE EXPENSES 805. MANAGEMENT AND GENERAL EXPENSES 127. FUNDRAISING EXPENSES 7,157. TOTAL EXPENSES 8,089. EVENT SUPPLIES: PROGRAM SERVICE EXPENSES 76. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 5,425. TOTAL EXPENSES 5,501. TELEPHONE & NETWORKS: PROGRAM SERVICE EXPENSES 1,606. MANAGEMENT AND GENERAL EXPENSES 254. FUNDRAISING EXPENSES 1,503. TOTAL EXPENSES 3,363. COMMUNITY IMPACT: PROGRAM SERVICE EXPENSES 1,973. MANAGEMENT AND GENERAL EXPENSES 581. FUNDRAISING EXPENSES 763. TOTAL EXPENSES 3,317. EVENT VENUES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,235. TOTAL EXPENSES 2,235. FINANCE CHARGES: PROGRAM SERVICE EXPENSES 208. MANAGEMENT AND GENERAL EXPENSES 1,434. FUNDRAISING EXPENSES 238. TOTAL EXPENSES 1,880. POSTAGE & SHIPPING: PROGRAM SERVICE EXPENSES 614. MANAGEMENT AND GENERAL EXPENSES 79. FUNDRAISING EXPENSES 467. TOTAL EXPENSES 1,160. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.