Nonprofit · EIN 74-1189027
UNITED WAY OF WACO-MCLENNAN COUNTY
Tax-exempt · WACO, TX 76714
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $973,392 | $683,293 | $290,099 | $1,285,381 | $443,237 | $842,144 |
| December 31, 2023 | 990 | $1,199,798 | $1,590,926 | -$391,128 | $1,520,056 | $1,086,651 | $433,405 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $895,353
- of which government grants
- $165,750
- Program service revenue
- $0
- Investment income
- $13,455
- Net gain from sales of assets
- $1,272
- Net income from fundraising events
- $64,584
- Other revenue
- $64,584
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $146,606
- Other salaries and wages
- $246,087
- Salaries, compensation and benefits (total)
- $441,710
- Professional fundraising fees
- $0
- Accounting fees
- $8,801
- Occupancy
- $36,639
- Depreciation
- $612
- Program services (functional)
- $174,058
- Management and general (functional)
- $319,994
- Fundraising (functional)
- $189,241
Balance sheet and other
- Total assets, start of year
- $1,520,056
- Total assets, end of year
- $1,285,381
- Total liabilities, end of year
- $443,237
- Net assets, end of year
- $842,144
- Net assets without donor restrictions
- $426,920
- Net assets with donor restrictions
- $415,224
- Gross receipts
- $999,808
- Employees
- 5
- Volunteers
- 130
- Year formed
- 1952
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WENDY ELLIS | CEO Officer | 40 | $132,397 | $14,209 |
| J T CARPENTER | CHAIR Trustee or director, Officer | 2.5 | $0 | $0 |
| TAMMY RICHARDS | VICE CHAIR/IMMEDIATE Trustee or director, Officer | 2.5 | $0 | $0 |
| HECTOR SABIDO | SEC/GOVERNANCE CHAIR Trustee or director, Officer | 2.5 | $0 | $0 |
| REAGAN FITZ-GERALD | TREASURER/FINANCE CHAIR Trustee or director, Officer | 2.5 | $0 | $0 |
| PAULA SOLANO | COM IMPACT CHAIR Trustee or director, Officer | 2.5 | $0 | $0 |
| TAMMIE BOWMAN | RESOURCE DEV CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BETTY BAUER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KRISTINA CAMPOS-DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEIDRA EMERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DIEGO GENERA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRANDON GUERRA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TRACY GUILLORY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRANK GRAVES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JUAN LOPEZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ED LOVE | DIRECTOR Trustee or director | 1 | $0 |
| GEOFF NELSON | DIRECTOR Trustee or director | 1 | $0 |
| ORLANDO RODRIGUEZ | DIRECTOR Trustee or director | 1 | $0 |
| SHANE TURNER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WENDY ELLIS | CEO Officer | 40 | $123,749 | $12,227 |
| TAMMY RICHARDS | CHAIR Trustee or director, Officer | 2.5 | $0 | $0 |
| J TANNER MOORE | VICE CHAIR/RES DEV CHAIR Trustee or director, Officer | 2.5 | $0 | $0 |
| J T CARPENTER | SEC/GOVERNANCE CHAIR Trustee or director, Officer | 2.5 | $0 | $0 |
| REAGAN FITZ-GERALD | TREASURER/FINANCE CHAIR Trustee or director, Officer | 2.5 | $0 | $0 |
| DR ILIANA NEUMANN | COM IMPACT CHAIR Trustee or director, Officer | 2.5 | $0 | $0 |
| MITCHELL HORNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BETTY BAUER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HECTOR SABIDO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EDWARD LOVE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TAMMIE BOWMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KRISTINA CAMPOS-DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEIDRA EMERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRANDON GUERRA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TRACY GUILLORY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAULA SOLANO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ORLANDO RODRIGUEZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHANE TURNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 7634, WACO, TX 76714-7634
- In care of
- % ORLANDO RODRIGUEZ
- Principal officer (990 for 2024)
- WENDY ELLIS, 1227 N VALLEY MILLS DR 212, WACO, TX 76710
- Signed the 990
- WENDY ELLIS, CEO
- Phone
- (254) 752-2753
- Return prepared by
- PATTILLO BROWN & HILL LLP
Mission
UNITED WAY OF WACO-MCLENNAN COUNTY STRENGTHENS THE COMMUNITY BY MOBILIZING RESOURCES TO MEASURABLY IMPROVE LIVES.
Program accomplishments
- 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 $41,666
- 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 $132,392
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 74-1189027
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1953
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $1,285,381
- Income (IRS master file)
- $999,808
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $973,392 | $683,293 | $1,285,381 | IRS |
| 990 | December 2023 | $1,199,798 | $1,590,926 | $1,520,056 | XML |
| 990 | December 2022 | $1,024,879 | $1,255,473 | $1,279,246 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-1189027).
Questions about UNITED WAY OF WACO-MCLENNAN COUNTY
- What is the EIN of UNITED WAY OF WACO-MCLENNAN COUNTY?
- The employer identification number (EIN) of UNITED WAY OF WACO-MCLENNAN COUNTY is 74-1189027.
- Is UNITED WAY OF WACO-MCLENNAN COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
- Are donations to UNITED WAY OF WACO-MCLENNAN COUNTY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF WACO-MCLENNAN COUNTY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF WACO-MCLENNAN COUNTY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF WACO-MCLENNAN COUNTY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UNITED WAY OF WACO-MCLENNAN COUNTY?
- The 990 for the year ended December 31, 2024 names WENDY ELLIS.
- Who are the officers and directors of UNITED WAY OF WACO-MCLENNAN COUNTY?
- The 990 for the year ended December 31, 2024 lists 19 people; 1 received compensation from the organization, the highest $132,397 (WENDY ELLIS, CEO).
- How much revenue does UNITED WAY OF WACO-MCLENNAN COUNTY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $973,392, expenses of $683,293 and total assets of $1,285,381 at year end.
Other nonprofits in WACO
- WACO FOUNDATION EIN 74-6054628 · last filed 990 for 2025
- GLOBAL GENEROSITY INC EIN 47-5209151 · last filed 990 for 2024
- WF ASSETS INC EIN 74-2783048 · last filed 990 for 2025
- TEXAS MASONIC CHARITIES FOUNDATION EIN 37-1501938 · last filed 990 for 2025
- THE RAPOPORT FAMILY FOUNDATION EIN 74-2872414 · last filed 990-PF for 2024
- TED NASH LONG LIFE FOUNDATION EIN 74-2875627 · last filed 990-PF for 2025
- SADIE JO BLACK FAMILY FOUNDATION EIN 80-0766649 · last filed 990-PF for 2025
- MARK DEERING FOUNDATION EIN 74-2726640 · last filed 990-PF for 2025
All nonprofits in WACO · Texas · Philanthropy, voluntarism and grantmaking foundations