2024-09-30T19:43:44-05:00 2024-03-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2023-04-01 741167964 United Way of Greater Houston UNIT 7136852300 50 Waugh Drive Houston TX 770075813 Amanda McMillian President & CEO 7136852300 2024-09-30 1 0 Barbara Murphy P01386215 7134395739 2023 2024-10-15 13:58:12Z Amanda McMillian 50 Waugh Drive Houston TX 770075813 66371933 0 X www.unitedwayhouston.org X 1922 TX See Schedule O We work together to improve lives, build a stronger community, and create meaningful opportunities for people to prosper. 48 48 224 10000 0 0 61540572 63485292 620094 654574 382645 1507857 -93370 -350646 62449941 65297077 36593309 34673364 0 0 15446916 17693081 162000 96000 6360271 9700663 8846884 61902888 61309329 547053 3987748 87814609 92353745 39510757 38100013 48303852 54253732 X United Way works together to improve lives, build a stronger community, and create meaningful opportunities for people to prosper. 0 0 48181823 34456464 303007 Creating Opportunities for People to Prosper - See Schedule OCreating Opportunities for People to Prosper - Together we work to create opportunities for individuals and families to thrive and to achieve what every family wants: a pathway to self-sufficiency and a sustainable quality of life. This work and our investments are focused on ALICE (Asset Limited, Income Constrained, Employed). ALICE represents those who are working but struggle to afford the basic necessities of housing, food, childcare, health care, and transportation. Guided by research and data, United Way focuses on and invests in high-quality programs aimed at serving ALICE and those living below the Federal Poverty Level, a group which collectively makes up 47% of the population in the Greater Houston Area. The Integrated Client Journey allows clients to create their own customized pathways based on their goals and needs and orchestrates programs to make it easy for clients to engage across services, breaking down barriers and helping ensure success. Last year, through the various programs of this initiative, and with the collaboration of our Navigators and the Integrated Client Journey, United Way assisted the following groups in the Greater Houston Area: - More than 700,000 clients across 13 regions received help rebuilding their lives after crises through basic needs assistance, mental health services, housing and emergency shelter, domestic violence services, substance abuse services and assistance with needs such as transportation and life skills. Seniors and Veterans remained strong and independent through help with daily living, nutritious meals, home visits and care, social interaction and a citywide support network and advocacy for senior issues. - Families and neighborhoods received help becoming self-sufficient and strong through job skills and career readiness, financial coaching and literacy courses, credit-building, parenting classes, family counseling, health care and basic needs assistance through the United Way THRIVE collaborative which gives families the tools, resources, and support to achieve financial stability. More than 66,000 families were helped to establish a pathway to financial stability.- Young people received help building a foundation for future success through early childhood education, out-of-school enrichment, mentors, summer grants, and other academic, parent, and family engagement support through our United Way Bright Beginnings, Out 2 Learn, MATH programs, and partnerships. Through these programs, more than 7,000 children were provided valuable educational opportunities. 2307899 186900 351567 Community Outreach - See Schedule OCommunity Outreach services/programs: 2-1-1 Texas/United Way HELPLINE - In 2023, the 2-1-1 Texas/United Way HELPLINE connected 1.2 million of our neighbors with help, hope, and critical resources through live chat, text, and chatbot services. With 20 years of experience, new partnerships, and more ways than ever to connect, 211 is proud to be one our community's most valuable resources. The 2-1-1 Texas/United Way HELPLINE operates 24/7, 365 days per year, and is a free and confidential service staffed by trained specialists who speak a variety of languages and find real answers for callers as they work the largest helpline of its kind in the country with one of the most comprehensive social services databases in the state. United Way Centers - United Way Centers across our 4-county region increase access to and availability of health and human services in our community. At these centers, located in the Bay Area of Harris County, Fort Bend County, Montgomery County, and Waller County, community members can access agencies providing programs. At each center, clients can access services like financial and employment coaching, physical and behavioral health care, basic needs assistance, immigration assistance, and senior and youth programs. In 2023, our Bay Area Center held 46 job fairs and connected 3,000 attendees and 50 employers; our Fort Bend Tax Center, a partnership with BakerRipley, provided free tax preparation services to 1,585 households, returning $1.9 million in tax refunds to the community; our Montgomery County Center administered the Emergency Food and Shelter Program that distributed $276,000 for food and shelter programs; and our Waller County Center hosted the Western Area Networking Alliance to provide social services in the county and surrounding areas.United Way Nonprofit Connection - United Way believes that a strong nonprofit sector is essential to a strong community. Nonprofit Connection continues to be Houston's primary resource for nonprofit management and leadership development, providing leadership development, consulting, training and technical assistance, all designed to increase organizational effectiveness. United Way does this through its Power Tools for Nonprofits conference, its Emerging Leadership Institute, its Board Fair, its Project Blueprint program and other leadership programs. In 2023, the Power Tools event celebrated 30 years of providing professional development for nonprofit staff across the community. More than 600 people attended the annual Nonprofit Power Tools Conference that offered sessions such as sustaining the viability of nonprofits in tough economic climates and increasing staff and volunteer morale, productivity, and creativity, including a track on diversity, equity, and inclusion. In addition to our nonprofit and corporate partners, United Way of Greater Houston partners with a variety of organizations that enhance and enrich the work we do and help strengthen our United Way network and our community.The Community Resource Center Facility space, located at our 50 Waugh Drive building, is made available at no/low cost to nonprofits and community organizations. 72450 30000 Disaster Recovery, Resiliency, and Preparedness - See Schedule ODisaster Recovery, Resiliency, and Preparedness - In times of disaster, United Way of Greater Houston provides critical information and resources to invest in immediate relief and to lead long-term recovery efforts. Year-round, we plan, prepare, and work to help our neighbors and our community be better positioned when disaster strikes. These programs now include our 211 Strike Team and the GHDA. Year-round, United Way of Greater Houston leads and convenes Long-Term Recovery Committees representing each county in our service area: Fort Bend Recovers, Harris County Long-Term Recovery Committee, MC Cares, and Waller County Recovery Committee. The funds raised for disaster and long-term preparedness are not considered campaign revenue and are not commingled with any other revenue or any other internal or external fund. 50562172 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 51 0 1 224 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 48 48 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Virginia Breaux AVP Acctg & Campaign Proc 7136852300 50 Waugh Drive Houston TX 770075813 Willie Chiang Chair 2.00 X X 0 0 0 Amy Chronis Secretary 2.00 X X 0 0 0 Dorothy Ables Trustee 2.00 X 0 0 0 Esi Akinosho Trustee 2.00 X 0 0 0 David Baker Trustee 2.00 X 0 0 0 Steve Bergstrom Trustee 2.00 X 0 0 0 David L Callender Trustee 2.00 X 0 0 0 Chris Champion Trustee 2.00 X 0 0 0 Shauna Johnson Clark Trustee 2.00 X 0 0 0 Cynthia Colbert Trustee 2.00 X 0 0 0 Paula DesRoches Trustee 2.00 X 0 0 0 Daniel Cardinal DiNardo Trustee 2.00 X 0 0 0 Tina Faraca Trustee 2.00 X 0 0 0 Clint Follette Trustee 2.00 X 0 0 0 Jesse Gelsomini Trustee 2.00 X 0 0 0 Martyn E Goossen Trustee 2.00 X 0 0 0 Mary Beth Gracy Trustee 2.00 X 0 0 0 Greg Grissom Trustee 2.00 X 0 0 0 Kelly Hackett Trustee 2.00 X 0 0 0 Scott Hallam Trustee 2.00 X 0 0 0 Cynthia Hansen Trustee 2.00 X 0 0 0 John Johnson Trustee 2.00 X 0 0 0 Sandy Johnson Trustee 2.00 X 0 0 0 Daniel Kalms Trustee 2.00 X 0 0 0 Liam Mallon Trustee 2.00 X 0 0 0 Nataly Marks Trustee 2.00 X 0 0 0 Lilyanne McClean Trustee 2.00 X 0 0 0 Wayne McConnell Trustee 2.00 X 0 0 0 Nancy A Meyer Trustee 2.00 X 0 0 0 Desrye Morgan Trustee 2.00 X 0 0 0 Armando Perez Trustee 2.00 X 0 0 0 Tandra Perkins Trustee 2.00 X 0 0 0 Doug Pferdehirt Trustee 2.00 X 0 0 0 Dianne Ralston Trustee 2.00 X 0 0 0 Tracie J Renfroe Trustee 2.00 X 0 0 0 Joe Rovig Trustee 2.00 X 0 0 0 Becky Rush Trustee 2.00 X 0 0 0 Steve Stephens Trustee 2.00 X 0 0 0 Julie Sudduth Trustee 2.00 X 0 0 0 Eric Tanzberger Trustee 2.00 X 0 0 0 Christi Thoms-Knox Trustee 2.00 X 0 0 0 Sam Tucker Trustee 2.00 X 0 0 0 Eli Viamontes Trustee 2.00 X 0 0 0 Marc Watts Trustee 2.00 X 0 0 0 Donna Sims Wilson Trustee 2.00 X 0 0 0 Lynnae Wilson Trustee 2.00 X 0 0 0 Don M Woo Trustee 2.00 X 0 0 0 Melissa Young Trustee 2.00 X 0 0 0 Amanda McMillian President & CEO 50.00 X 407240 0 52275 Jaideep Hebbar VP & CSFO 50.00 X 267737 0 34222 Wendy M Johnson VP, Chief HR & Admin. Officer 50.00 X 197807 0 24730 Margaret M Oser VP, Mission & Strategy 50.00 X 198911 0 26347 Angel Harris VP & Chief Adv. Officer 50.00 X 306574 0 27139 Mary Vazquez VP, Community Outreach 50.00 X 183846 0 45009 Veronica Hagerty Sr. Dir. Board Dev & NP Training 50.00 X 150179 0 22954 Jeffrey Nash AVP, Innovation & Data Mgt 50.00 X 164642 0 34234 Barbara L Walker AVP, Principal Gifts Officer 50.00 X 192918 0 28162 Virginia Breaux AVP, Acctg & Campaign Proc. 50.00 X 153859 0 25087 Deborah Span-Bailey AVP, Donor Relations 50.00 X 152958 0 23961 2376671 0 344120 21 0 1 0 Patient Care Intervention Center 3701 Kirby Dr 1086 Houston TX 77098 Consulting 637042 GardaWorld Security Services 13333 NW Freeway Houston TX 77040 Security 362303 Ward & Ames Special Events 7500 San Felipe 350 Houston TX 77063 Event coordination 317195 LHH Recruitment Solutions 915 Broadway 2nd Fl New York NY 10010 Employment services 280925 Brivic Media Group LLC 515 Post Oak Blvd 715 Houston TX 77027 Media services 267654 17 50599707 511602 3522752 8851231 2948722 63485292 Support services 561000 351567 351567 Referral services/other 561000 224944 224944 MAP registration 561000 78063 78063 654574 979618 979618 1115815 587576 528239 528239 528239 136634 511602 487280 -350646 -350646 65297077 654574 0 1157211 34179196 34179196 494168 494168 1771837 1059878 305113 406846 12486946 7469454 2150267 2867225 845641 505847 145620 194174 1596428 954953 274907 366568 992229 593532 170863 227834 19168 2500 16668 84595 84595 96000 96000 44730 44730 2199608 1232222 402750 564636 145972 72986 72986 895049 551763 148467 194819 703670 452133 18598 232939 2012069 1660706 151284 200079 197956 108166 58339 31451 646993 94142 27815 525036 624126 381576 124019 118531 1177566 722555 193945 261066 61594 9994 51600 Dues & subscriptions 33788 16401 17306 81 61309329 50562172 4386886 6360271 13476194 13538242 25535021 25795015 43859 101185 29039 29241 455381 625585 48786490 20845729 28335386 27940761 17186748 22192796 2752981 2130920 87814609 92353745 2220748 1632467 33316084 33109147 1296623 1370923 2677302 1987476 39510757 38100013 X 41723358 44873700 6580494 9380032 48303852 54253732 87814609 92353745 3987748 1962132 0 X 0 1 X 1 1 1 X 68255334 89960688 61358826 61540572 63485292 344600712 68255334 89960688 61358826 61540572 63485292 344600712 5469690 339131022 878635 419203 495299 533786 979618 3306541 347907253 9967683 0.97480 0.97740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 61168599 61168599 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 0 1 X 13800 6840220 6854020 31568861 11729965 19838896 10363609 9115764 1247845 27940761 Lease liability 1987476 1987476 68437423 1962132 1222944 3185076 65252347 44730 44730 65297077 62487543 1222944 1222944 61264599 44730 44730 61309329 Part IV, Line 2b: Each year, United Way facilitates workplace campaigns with numerous national and multi-national corporations whose employees are located throughout the United States. Some of these employees designate their gifts to United Way organizations (and affiliated agencies) outside of the Houston area. These gifts are not recorded as revenue, rather, a liability is created and funds are distributed to those other United Way entities as received. X X X X X X 1 Dini Spheris 2727 Allen Pkwy 1650 Houston TX 77019 Campaign consulting services 0 4072716 96000 3976716 4072716 96000 3976716 TX Centennial Celebration 328145 261893 66252 8700 184905 34931 113908 Women Who Rock 202206 131824 70382 47300 4000 41535 1 117885 117885 31500 2000 18501 648236 511602 136634 40200 234205 38931 173944 487280 -350646 1 Alliance of Community Assistance Ministries (ACAM) 710 N Post Oak Rd 210 Houston TX 77024 275410988 501(c)(3) 75000 0 Strategic Opportunity Angel Reach Inc 206A South Loop 336W 203 Conroe TX 77340 205665097 501(c)(3) 221826 0 Financial Stability Attack Poverty 3727 Greenbriar Dr 100 Stafford TX 77477 452401548 501(c)(3) 156877 0 Strategic Opportunity Attack Poverty 3727 Greenbriar Dr 100 Stafford TX 77477 452401548 501(c)(3) 30000 0 Disaster AVANCE-Houston Inc 4281 Dacoma Houston TX 77092 911780562 501(c)(3) 88710 0 Financial Stability AVANCE-Houston Inc 4281 Dacoma Houston TX 77092 911780562 501(c)(3) 294909 0 Early childhood and youth education AVDA (Aid to Victims of Domestic Abuse) 1001 Texas Ave Ste 600 Houston TX 77002 742141981 501(c)(3) 181814 0 Escape from Violence AVDA (Aid to Victims of Domestic Abuse) 1001 Texas Ave Ste 600 Houston TX 77002 742141981 501(c)(3) 7000 0 Basic Needs Avenue Community Development Corporation 3517 Irvington Blvd Ste 300 Houston TX 77009 760380602 501(c)(3) 100000 0 Early childhood and youth education Avondale House 3737 OMeara Dr Houston TX 77025 741865489 501(c)(3) 100000 0 Financial Stability BakerRipley PO Box 271389 Houston TX 77277 237062976 501(c)(3) 1471941 0 Financial Stability BakerRipley PO Box 271389 Houston TX 77277 237062976 501(c)(3) 238504 0 Basic Needs BakerRipley PO Box 271389 Houston TX 77277 237062976 501(c)(3) 200000 0 Navigation Bay Area Council on Drugs & Alcohol Inc dba BACODA 2947 Broadway St Ste 400 Pearland TX 77581 741842507 501(c)(3) 100000 0 Health Care Bay Area Turning Point Inc PO Box 890929 Houston TX 77289 760353058 501(c)(3) 176477 0 Escape from Violence Bay Area Turning Point Inc PO Box 890929 Houston TX 77289 760353058 501(c)(3) 15000 0 Basic Needs Big Brothers Big Sisters Lone Star 1003 Washington Ave Houston TX 77002 750800632 501(c)(3) 701951 0 Early childhood and youth education Boy Scouts of America - Sam Houston Area Council PO Box 924528 Houston TX 77292 760239833 501(c)(3) 500000 0 Strategic Opportunity Boys and Girls Clubs of Greater Houston Inc 815 Crosby St Houston TX 77019 760270942 501(c)(3) 706257 0 Early childhood and youth education Bread of Life Inc 2019 Crawford St Houston TX 77002 760386510 501(c)(3) 75000 0 Health Care Career and Recovery Resources 2525 San Jacinto Houston TX 77002 741161942 501(c)(3) 300000 0 Financial Stability Career and Recovery Resources 2525 San Jacinto Houston TX 77002 741161942 501(c)(3) 200000 0 Health Care Catholic Charities of the Archdiocese of Galveston-Houston PO Box 66508 Houston TX 77266 741109733 501(c)(3) 225532 0 Financial Stability Catholic Charities of the Archdiocese of Galveston-Houston PO Box 66508 Houston TX 77266 741109733 501(c)(3) 220000 0 Health Care Catholic Charities of the Archdiocese of Galveston-Houston PO Box 66508 Houston TX 77266 741109733 501(c)(3) 55870 0 Escape from Violence Catholic Charities of the Archdiocese of Galveston-Houston PO Box 66508 Houston TX 77266 741109733 501(c)(3) 400000 0 Basic Needs Catholic Charities of the Archdiocese of Galveston-Houston PO Box 66508 Houston TX 77266 741109733 501(c)(3) 200000 0 Navigation Center for Hearing and Speech 1417 Houston Ave Houston TX 77007 746003178 501(c)(3) 55000 0 Early childhood and youth education Center for Hearing and Speech 1417 Houston Ave Houston TX 77007 746003178 501(c)(3) 89088 0 Health Care Chinese Community Center Inc 9800 Town Park Dr Houston TX 77036 760067885 501(c)(3) 168000 0 Financial Stability Chinese Community Center Inc 9800 Town Park Dr Houston TX 77036 760067885 501(c)(3) 100000 0 Early childhood and youth education Chinese Community Center Inc 9800 Town Park Dr Houston TX 77036 760067885 501(c)(3) 67500 0 Health Care Choice Nation Academy Corporation 9510 Charter Ridge Dr Houston TX 77070 824521674 501(c)(3) 15000 0 Early childhood and youth education Choose To Do 11807 Westheimer Ste 550 Houston TX 77077 812293014 501(c)(3) 8000 0 Early childhood and youth education Coalition for the Homeless 600 Jefferson St Ste 2050 Houston TX 77002 760257018 501(c)(3) 300000 0 Strategic Opportunity CollegeCommunityCareer 15 Sovereign Circle Richmond TX 77469 460623034 501(c)(3) 50000 0 Early childhood and youth education Communities In Schools of Houston 1235 N Loop W Houston TX 77008 262053733 501(c)(3) 240500 0 Basic Needs Communities In Schools of Houston 1235 N Loop W Houston TX 77008 262053733 501(c)(3) 55000 0 Financial Stability Community Assistance Center 1022 McCall Ave Conroe TX 77301 760000798 501(c)(3) 42000 0 Financial Stability Community Assistance Center 1022 McCall Ave Conroe TX 77301 760000798 501(c)(3) 231111 0 Basic Needs Community Family Centers Inc 7524 Avenue E Houston TX 77012 741691632 501(c)(3) 250000 0 Basic Needs Covenant Community Capital PO Box 15398 Houston TX 77220 760573676 501(c)(3) 289844 0 Financial Stability Covenant House Texas 1111 Lovett Blvd Houston TX 77006 760050882 501(c)(3) 39000 0 Financial Stability Covenant House Texas 1111 Lovett Blvd Houston TX 77006 760050882 501(c)(3) 167000 0 Health Care Covenant House Texas 1111 Lovett Blvd Houston TX 77006 760050882 501(c)(3) 25000 0 Basic Needs Cy-Hope Inc 12715 Telge Rd Cypress TX 77429 452346150 501(c)(3) 205050 0 Early childhood and youth education Cy-Hope Inc 12715 Telge Rd Cypress TX 77429 452346150 501(c)(3) 28350 0 Basic Needs Easter Seals of Greater Houston 4888 Loop Central Dr Ste 200 Houston TX 77081 741238418 501(c)(3) 373364 0 Financial Stability Easter Seals of Greater Houston 4888 Loop Central Dr Ste 200 Houston TX 77081 741238418 501(c)(3) 145000 0 Early childhood and youth education Easter Seals of Greater Houston 4888 Loop Central Dr Ste 200 Houston TX 77081 741238418 501(c)(3) 185000 0 Health Care Easter Seals of Greater Houston 4888 Loop Central Dr Ste 200 Houston TX 77081 741238418 501(c)(3) 40000 0 Basic Needs Easter Seals of Greater Houston 4888 Loop Central Dr Ste 200 Houston TX 77081 741238418 501(c)(3) 200000 0 Navigation Easter Seals of Greater Houston 4888 Loop Central Dr Ste 200 Houston TX 77081 741238418 501(c)(3) 7500 0 Strategic Opportunity ECHOS-Epiphany Community Health Outreach Services 9600 South Gessner Bldg E Houston TX 77071 760645238 501(c)(3) 100000 0 Basic Needs Evelyn Rubenstein Jewish Community Center 5601 South Braeswood Houston TX 77096 741198298 501(c)(3) 100000 0 Basic Needs Family Service Center at Houston and Harris County PO Box 70068 Houston TX 77270 741152613 501(c)(3) 718034 0 Financial Stability Family Service Center at Houston and Harris County PO Box 70068 Houston TX 77270 741152613 501(c)(3) 512510 0 Health Care Family Ties Family Resource Services PO Box 175 Waller TX 77484 208560835 501(c)(3) 121375 0 Financial Stability Family Ties Family Resource Services PO Box 175 Waller TX 77484 208560835 501(c)(3) 23625 0 Escape from Violence Family Ties Family Resource Services PO Box 175 Waller TX 77484 208560835 501(c)(3) 116094 0 Basic Needs Focusing Families PO Box 1053 Hempstead TX 77445 760631349 501(c)(3) 10000 0 Financial Stability Focusing Families PO Box 1053 Hempstead TX 77445 760631349 501(c)(3) 25000 0 Escape from Violence Footprints Learning Academy 7625 Garth Rd Baytown TX 77521 205181161 N/A 13785 0 Early childhood and youth education Fort Bend County Women's Center Inc PO Box 183 Richmond TX 77406 760032451 501(c)(3) 56249 0 Financial Stability Fort Bend County Women's Center Inc PO Box 183 Richmond TX 77406 760032451 501(c)(3) 56192 0 Early childhood and youth education Fort Bend County Women's Center Inc PO Box 183 Richmond TX 77406 760032451 501(c)(3) 28189 0 Health Care Fort Bend County Women's Center Inc PO Box 183 Richmond TX 77406 760032451 501(c)(3) 58002 0 Escape from Violence Fort Bend County Women's Center Inc PO Box 183 Richmond TX 77406 760032451 501(c)(3) 39983 0 Basic Needs Fort Bend Family Health Center Inc dba AccessHealth 400 Austin St Richmond TX 77469 741951476 501(c)(3) 390022 0 Health Care Fort Bend Family Health Center Inc dba AccessHealth 400 Austin St Richmond TX 77469 741951476 501(c)(3) 75000 0 Basic Needs Fort Bend Family Health Center Inc dba AccessHealth 400 Austin St Richmond TX 77469 741951476 501(c)(3) 200000 0 Navigation Fort Bend Regional Council on Substance Abuse 10435 Greenbough Drive 250 Stafford TX 77477 741873333 501(c)(3) 110000 0 Health Care Fort Bend Seniors Meals on Wheels PO Box 1488 Rosenberg TX 77471 741918313 501(c)(3) 246486 0 Basic Needs GENAustin PO Box 3122 Austin TX 78764 742837732 501(c)(3) 134416 0 Early childhood and youth education Girl Scouts of San Jacinto Council 3110 Southwest Freeway Houston TX 77098 746001254 501(c)(3) 591376 0 Early childhood and youth education Girls Incorporated of Greater Houston 2190 N Loop W Ste 105 Houston TX 77018 760483812 501(c)(3) 184998 0 Early childhood and youth education Goodwill Industries of Houston 1140 West Loop North Fwy Houston TX 77055 741285095 501(c)(3) 401122 0 Financial Stability Harris County Domestic Violence Coordinating Council 2990 Richmond Ave Ste 550 Houston TX 77098 760533828 501(c)(3) 75000 0 Strategic Opportunity Heritage Elementary Early Childhood Center 4301 East Blvd Deer Park TX 77536 746001553 N/A 6840 0 Early childhood and youth education Houston Independent School District Foundation PO Box 27904 Houston TX 77227 760424529 501(c)(3) 8000 0 Basic Needs Hope and Healing Center & Institute 717 Sage Rd Houston TX 77056 453305276 501(c)(3) 100000 0 Strategic Opportunity Hope Disaster Recovery 12715 Telge Rd Cypress TX 77429 825013278 501(c)(3) 100000 0 Basic Needs Hope Disaster Recovery 12715 Telge Rd Cypress TX 77429 825013278 501(c)(3) 100000 0 Navigation Houston Area Community Services Inc dba Avenue 360 Health and Wellness 150 West 18th St Ste 300 Houston TX 77008 760549240 501(c)(3) 150000 0 Health Care Houston Area Urban League Inc 1301 Texas Ave Houston TX 77002 741611455 501(c)(3) 430135 0 Financial Stability Houston Area Urban League Inc 1301 Texas Ave Houston TX 77002 741611455 501(c)(3) 125000 0 Early childhood and youth education Houston Area Women's Center 1010 Waugh Dr Houston TX 77019 742029166 501(c)(3) 160000 0 Financial Stability Houston Area Women's Center 1010 Waugh Dr Houston TX 77019 742029166 501(c)(3) 65000 0 Health Care Houston Area Women's Center 1010 Waugh Dr Houston TX 77019 742029166 501(c)(3) 186000 0 Escape from Violence Houston Area Women's Center 1010 Waugh Dr Houston TX 77019 742029166 501(c)(3) 122013 0 Basic Needs Houston-Galveston Area Council (H-GAC) Corporation for Regional Excellence 3555 Timmons Ln Ste 100 Houston TX 77027 562380180 501(c)(3) 200000 0 Early childhood and youth education Houston's Capital Investing in Development & Employment of Adults 2101 Crawford St 211 Houston TX 77002 472462360 501(c)(3) 112250 0 Financial Stability Humble Area Assistance Ministries 1302 First St East Humble TX 77338 760298820 501(c)(3) 129853 0 Financial Stability Humble Area Assistance Ministries 1302 First St East Humble TX 77338 760298820 501(c)(3) 55341 0 Health Care Humble Area Assistance Ministries 1302 First St East Humble TX 77338 760298820 501(c)(3) 131437 0 Basic Needs Humble Area Assistance Ministries 1302 First St East Humble TX 77338 760298820 501(c)(3) 100000 0 Navigation HYPE Freedom School Inc 1801 Brighton Brook Ln Pearland TX 77581 465133254 501(c)(3) 45000 0 Early childhood and youth education Interfaith Caring Ministries Inc 151 Park Ave League City TX 77573 760143694 501(c)(3) 202500 0 Basic Needs Interfaith Ministries for Greater Houston 3303 Main St Houston TX 77002 741488102 501(c)(3) 482998 0 Escape from Violence Interfaith Ministries for Greater Houston 3303 Main St Houston TX 77002 741488102 501(c)(3) 491440 0 Basic Needs Intertwined PO Box 812 Houston TX 77001 371972679 501(c)(3) 11000 0 Early childhood and youth education Jewish Family Service 4131 South Braeswood Blvd Houston TX 77025 741152607 501(c)(3) 242147 0 Financial Stability Jewish Family Service 4131 South Braeswood Blvd Houston TX 77025 741152607 501(c)(3) 39950 0 Early childhood and youth education Jewish Family Service 4131 South Braeswood Blvd Houston TX 77025 741152607 501(c)(3) 274036 0 Health Care Jewish Family Service 4131 South Braeswood Blvd Houston TX 77025 741152607 501(c)(3) 150000 0 Basic Needs JJ's I'm Me Foundation PO Box 272862 Houston TX 77277 274967374 501(c)(3) 15000 0 Early childhood and youth education Katy Christian Ministries PO Box 986 Katy TX 77492 760157123 501(c)(3) 200000 0 Financial Stability Katy Christian Ministries PO Box 986 Katy TX 77492 760157123 501(c)(3) 25000 0 Early childhood and youth education Katy Christian Ministries PO Box 986 Katy TX 77492 760157123 501(c)(3) 34413 0 Escape from Violence Katy Christian Ministries PO Box 986 Katy TX 77492 760157123 501(c)(3) 100000 0 Basic Needs Kinder Institute for Urban Research Rice University 6500 Main St 1020 Houston TX 77030 741109620 501(c)(3) 40000 0 Strategic Opportunity KinderCare Education 7828 Bellfort Ave Houston TX 77061 474478313 N/A 7880 0 Early childhood and youth education Lakewood Montessori School 12127 Malcomson Rd Houston TX 77070 760486820 N/A 9169 0 Early childhood and youth education Legacy Community Health Services PO Box 66308 Houston TX 77266 760009637 501(c)(3) 163000 0 Health Care Little Academy of Humble PO Box 171 Pearland TX 77588 843929734 501(c)(3) 8698 0 Early childhood and youth education Little Angels Early Learning Academy PO Box 1407 Willis TX 77378 813418316 N/A 8117 0 Early childhood and youth education Local Infant Formula for Emergencies 2002 S Wayside Dr Ste 113 Houston TX 77023 760296548 501(c)(3) 97441 0 Basic Needs Local Initiatives Support Corporation 1111 North Loop West Ste 740 Houston TX 77008 133030229 501(c)(3) 175000 0 Strategic Opportunity Meals on Wheels Montgomery County 111 S 2nd St Conroe TX 77301 237310650 501(c)(3) 100000 0 Basic Needs Memorial Assistance Ministries 1625 Blalock Rd Houston TX 77080 760044172 501(c)(3) 400000 0 Financial Stability Memorial Assistance Ministries 1625 Blalock Rd Houston TX 77080 760044172 501(c)(3) 57045 0 Health Care Memorial Assistance Ministries 1625 Blalock Rd Houston TX 77080 760044172 501(c)(3) 221499 0 Basic Needs Memorial Assistance Ministries 1625 Blalock Rd Houston TX 77080 760044172 501(c)(3) 100000 0 Navigation Memorial Assistance Ministries 1625 Blalock Rd Houston TX 77080 760044172 501(c)(3) 50000 0 Early childhood and youth education Mental Health America of Greater Houston Inc 2211 Norfolk Ste 810 Houston TX 77098 741272394 501(c)(3) 100000 0 Strategic Opportunity MI3 Ministries 1135 Ella Crossing Dr Houston TX 77090 455285370 501(c)(3) 11343 0 Early childhood and youth education MiCreate 1717 N Street NW Ste 1 Washington DC 22036 834050606 501(c)(3) 12286 0 Early childhood and youth education Montgomery County Food Bank One Food For Life Way Conroe TX 77385 760153892 501(c)(3) 50000 0 Basic Needs Montgomery County Women's Center 1401 Airport Rd Conroe TX 77301 760061208 501(c)(3) 8400 0 Financial Stability Montgomery County Women's Center 1401 Airport Rd Conroe TX 77301 760061208 501(c)(3) 24877 0 Health Care Montgomery County Women's Center 1401 Airport Rd Conroe TX 77301 760061208 501(c)(3) 191000 0 Escape from Violence Montgomery County Women's Center 1401 Airport Rd Conroe TX 77301 760061208 501(c)(3) 40000 0 Basic Needs Multicultural Education and Counseling Through the Arts (MECA) 1900 Kane St Houston TX 77007 742044904 501(c)(3) 100000 0 Early childhood and youth education My Brother's Keeper Outreach Center PO Box 722385 Houston TX 77272 201966843 501(c)(3) 20000 0 Financial Stability My Brother's Keeper Outreach Center PO Box 722385 Houston TX 77272 201966843 501(c)(3) 64800 0 Basic Needs Neighbors in Action Inc 1320 Main St Houston TX 77002 201279113 501(c)(3) 65000 0 Basic Needs Nestquest Houston Inc 1907 Sabine St St 166 Houston TX 77007 815310771 501(c)(3) 75000 0 Basic Needs Network of Behavioral Health Providers 9401 Southwest Freeway Houston TX 77074 753220882 501(c)(3) 125000 0 Strategic Opportunity New Caney New Horizons PO Box 711 New Caney TX 77357 760377281 501(c)(3) 50000 0 Financial Stability New Life Community Christian School 2050 FM 2920 Spring TX 77388 760011470 501(c)(3) 7275 0 Early childhood and youth education Northwest Assistance Ministries 15555 Kuykendahl Houston TX 77090 760088702 501(c)(3) 125000 0 Financial Stability Northwest Assistance Ministries 15555 Kuykendahl Houston TX 77090 760088702 501(c)(3) 150000 0 Health Care Northwest Assistance Ministries 15555 Kuykendahl Houston TX 77090 760088702 501(c)(3) 278501 0 Basic Needs Northwest Assistance Ministries 15555 Kuykendahl Houston TX 77090 760088702 501(c)(3) 100000 0 Navigation On The Road Lending 1500 North Loop 12 Irving TX 75061 383910893 501(c)(3) 100000 0 Financial Stability Our New Beginning Learning Academy 13210 Dennis Way Ln Houston TX 77044 455411084 N/A 5987 0 Early childhood and youth education Partnership for the Advancement & Immersion of Refugees 3300 Chimney Rock Ste 105 Houston TX 77056 753239990 501(c)(3) 75000 0 Early childhood and youth education Prison Entrepreneurship Program 6501 Navigation Blvd H7 Houston TX 77011 201384253 501(c)(3) 120000 0 Financial Stability Prison Entrepreneurship Program 6501 Navigation Blvd H7 Houston TX 77011 201384253 501(c)(3) 82176 0 Basic Needs Prodigy Community Development Center 20823 Divellec Ln Spring TX 77388 852524247 501(c)(3) 10736 0 Early childhood and youth education Rebuilding Together Houston 104 N Greenwood Ste 100 Houston TX 77001 760027902 501(c)(3) 20000 0 Basic Needs RSA of Dance and Performing Arts 14114 Hiram Clarke Rd Ste A Houston TX 77045 830960159 501(c)(3) 15000 0 Early childhood and youth education San Jose Clinic PO Box 2808 Houston TX 77252 760373703 501(c)(3) 450000 0 Health Care Santa Maria Hostel Inc 2605 Parker Rd Houston TX 77093 741669131 501(c)(3) 356403 0 Health Care Santa Maria Hostel Inc 2605 Parker Rd Houston TX 77093 741669131 501(c)(3) 190000 0 Basic Needs Say Yes to Youth Montgomery County Youth Services 105 W Lewis St Conroe TX 77301 742035878 501(c)(3) 100000 0 Health Care SEARCH Homeless Services 2505 Fannin Houston TX 77002 760260403 501(c)(3) 80000 0 Early childhood and youth education SEARCH Homeless Services 2505 Fannin Houston TX 77002 760260403 501(c)(3) 164355 0 Basic Needs Second Mile Mission Center 1135 Highway 90A Missouri City TX 77489 810556112 501(c)(3) 100000 0 Financial Stability Second Mile Mission Center 1135 Highway 90A Missouri City TX 77489 810556112 501(c)(3) 170000 0 Basic Needs Segundo Barrio Children's Chorus 241 N Milby St Ste C Houston TX 77003 881608712 501(c)(3) 15000 0 Early childhood and youth education SER-Jobs for Progress 1710 Telephone Rd Houston TX 77023 741590387 501(c)(3) 611614 0 Financial Stability SER-Jobs for Progress 1710 Telephone Rd Houston TX 77023 741590387 501(c)(3) 70500 0 Early childhood and youth education SHAPE Community Center Inc PO Box 8428 Houston TX 77288 237176982 501(c)(3) 25000 0 Basic Needs Sojourn Landing dba The Landing 9894 Bissonnet St 605 Houston TX 77036 474507618 501(c)(3) 35872 0 Financial Stability Sojourn Landing dba The Landing 9894 Bissonnet St 605 Houston TX 77036 474507618 501(c)(3) 46365 0 Escape from Violence Sojourn Landing dba The Landing 9894 Bissonnet St 605 Houston TX 77036 474507618 501(c)(3) 20460 0 Basic Needs Southeast Area Ministries 2102 Houston Blvd South Houston TX 77587 760238315 501(c)(3) 30000 0 Basic Needs Spring Branch Community Health Center 5502 1st St Katy TX 77493 300198705 501(c)(3) 250000 0 Health Care Target Hunger 2814 Quitman Houston TX 77026 311548849 501(c)(3) 250000 0 Basic Needs Target Hunger 2814 Quitman Houston TX 77026 311548849 501(c)(3) 100000 0 Navigation Texas Society to Prevent Blindness 2180 N Loop W 435 Houston TX 77018 746075105 501(c)(3) 75000 0 Health Care The Bridge Over Troubled Waters PO Box 3488 Pasadena TX 77501 741989590 501(c)(3) 44737 0 Financial Stability The Bridge Over Troubled Waters PO Box 3488 Pasadena TX 77501 741989590 501(c)(3) 24545 0 Early childhood and youth education The Bridge Over Troubled Waters PO Box 3488 Pasadena TX 77501 741989590 501(c)(3) 93858 0 Escape from Violence The Bridge Over Troubled Waters PO Box 3488 Pasadena TX 77501 741989590 501(c)(3) 170094 0 Basic Needs The Capital Good Fund 333 Smith St Providence RI 02908 800348382 501(c)(3) 175000 0 Financial Stability The Center for Pursuit 4400 Harrisburg Blvd Houston TX 77011 741272417 501(c)(3) 160828 0 Financial Stability The Children's Assessment Center Foundation 2500 Bolsover St Houston TX 77005 760458780 501(c)(3) 135722 0 Health Care The Children's Museum of Houston 1500 Binz Houston TX 77004 742178563 501(c)(3) 293985 0 Early childhood and youth education The Council on Recovery PO Box 2768 Houston TX 77252 760252103 501(c)(3) 325419 0 Health Care The Council on Recovery PO Box 2768 Houston TX 77252 760252103 501(c)(3) 200000 0 Navigation The Depot Daycare 3993 Interstate 45 N Conroe TX 77304 760017171 501(c)(3) 7818 0 Early childhood and youth education The Montgomery County Children's Advocacy Center dba Children's Safe Harbor 1519 Oddfellow St Conroe TX 77301 760388402 501(c)(3) 77084 0 Health Care The Montgomery County Children's Advocacy Center dba Children's Safe Harbor 1519 Oddfellow St Conroe TX 77301 760388402 501(c)(3) 52083 0 Escape from Violence The Montrose Center 401 Branard 2nd Fl Houston TX 77006 742050245 501(c)(3) 151000 0 Financial Stability The Montrose Center 401 Branard 2nd Fl Houston TX 77006 742050245 501(c)(3) 25000 0 Health Care The Montrose Center 401 Branard 2nd Fl Houston TX 77006 742050245 501(c)(3) 251000 0 Basic Needs The Montrose Center 401 Branard 2nd Fl Houston TX 77006 742050245 501(c)(3) 100000 0 Navigation The Salvation Army Greater Houston Area Command 1500 Austin Houston TX 77002 580660607 501(c)(3) 124044 0 Financial Stability The Salvation Army Greater Houston Area Command 1500 Austin Houston TX 77002 580660607 501(c)(3) 81600 0 Early childhood and youth education The Salvation Army Greater Houston Area Command 1500 Austin Houston TX 77002 580660607 501(c)(3) 17500 0 Escape from Violence The Salvation Army Greater Houston Area Command 1500 Austin Houston TX 77002 580660607 501(c)(3) 326250 0 Basic Needs The Salvation Army Greater Houston Area Command 1500 Austin Houston TX 77002 580660607 501(c)(3) 200000 0 Navigation The Women's Home 607 Westheimer Houston TX 77006 741467811 501(c)(3) 88711 0 Financial Stability The Women's Home 607 Westheimer Houston TX 77006 741467811 501(c)(3) 100000 0 Health Care The Women's Home 607 Westheimer Houston TX 77006 741467811 501(c)(3) 200000 0 Basic Needs The Women's Resource 730 N Post Oak Rd 204 Houston TX 77024 760318261 501(c)(3) 123390 0 Financial Stability The WorkFaith Connection 4555 Dacoma Ste 200 Houston TX 77092 204295703 501(c)(3) 383969 0 Financial Stability Tiny Toons Childcare & Learning Center 821 Hwy 90 A East Ste 100 Richmond TX 77406 843272022 N/A 5631 0 Early childhood and youth education United Against Human Trafficking 6671 Southwest Freeway Ste 220 Houston TX 77074 261103492 501(c)(3) 30000 0 Financial Stability United Against Human Trafficking 6671 Southwest Freeway Ste 220 Houston TX 77074 261103492 501(c)(3) 193637 0 Escape from Violence United Against Human Trafficking 6671 Southwest Freeway Ste 220 Houston TX 77074 261103492 501(c)(3) 12560 0 Basic Needs University of Houston Foundation 4543 Post Oak Place Ste 250 Houston TX 77027 746041411 501(c)(3) 75000 0 Health Care Upskill Houston - Greater Houston Partnership Inc 701 Avenida de las Americas Ste 900 Houston TX 77010 760267896 501(c)(6) 150000 0 Strategic Opportunity Urban Enrichment Institute 4014 Market Ste W145 Houston TX 77020 760485778 501(c)(3) 225000 0 Early childhood and youth education Volunteers of America Texas Inc 4808 Yale St Houston TX 77018 750827469 501(c)(3) 450000 0 Financial Stability Volunteers of America Texas Inc 4808 Yale St Houston TX 77018 750827469 501(c)(3) 125622 0 Health Care Volunteers of America Texas Inc 4808 Yale St Houston TX 77018 750827469 501(c)(3) 57025 0 Basic Needs Volunteers of America Texas Inc 4808 Yale St Houston TX 77018 750827469 501(c)(3) 100000 0 Navigation Volunteers of America Texas Inc 4808 Yale St Houston TX 77018 750827469 501(c)(3) 50000 0 Early childhood and youth education Wesley Community Center Inc 1410 Lee St Houston TX 77009 741132578 501(c)(3) 200000 0 Financial Stability Wesley Community Center Inc 1410 Lee St Houston TX 77009 741132578 501(c)(3) 150000 0 Early childhood and youth education Wesley Community Center Inc 1410 Lee St Houston TX 77009 741132578 501(c)(3) 25000 0 Health Care Wesley Community Center Inc 1410 Lee St Houston TX 77009 741132578 501(c)(3) 50000 0 Basic Needs Wesley Community Center Inc 1410 Lee St Houston TX 77009 741132578 501(c)(3) 100000 0 Navigation West Houston Assistance Ministries Inc 10501 Meadowglen Ln Houston TX 77042 760001309 501(c)(3) 52500 0 Financial Stability West Houston Assistance Ministries Inc 10501 Meadowglen Ln Houston TX 77042 760001309 501(c)(3) 383250 0 Basic Needs Woodlands Religious Community dba Interfaith of the Woodlands 4242 Interfaith Way The Woodlands TX 77381 741804123 501(c)(3) 102500 0 Basic Needs Writers in the Schools 1414 Sul Ross St Houston TX 77006 760338549 501(c)(3) 75000 0 Early childhood and youth education YMCA of the Greater Houston Area 2600 North Loop W Ste 300 Houston TX 77092 741109737 501(c)(3) 1525550 0 Early childhood and youth education YMCA of the Greater Houston Area 2600 North Loop W Ste 300 Houston TX 77092 741109737 501(c)(3) 50000 0 Basic Needs YUTH United Through Heartz 6202 Harbour Gateway Ln Missouri City TX 77459 814923591 501(c)(3) 15000 0 Early childhood and youth education 122 7 Utilities assistance 1246 186900 Cost Utilities assistance School supplies 36000 115002 Cost School supplies Technology 275 69831 Cost Laptops, computers Transportation 13394 120655 Cost Transportation gift cards Lodging 1 1780 Cost Emergency lodging assistance Part I, Line 2: United Way of Greater Houston (United Way) and the organizations in which it invests are committed to improving the lives of people in our community experiencing ALICE and below. Organizations in which the United Way invests must meet standards and adhere to the policies established by the United Way. The written standards and policies require agencies to submit financial, governance and program information for regular review by United Way volunteers and staff. Organizational Review - The purpose of this process is to ensure that United Way's funded partners are administratively and financially secure and in compliance with United Way's Standards and Policies. Volunteers and staff analyze each agency's financial and governance information and follow up with the agency regarding any financial or non-financial concerns. Volunteers and staff may make recommendations for improvement, and serious concerns are shared with the Community Impact Committee. United Way staff also assist agencies with understanding each requirement and provide training when necessary. The organizational review requirements from United Way funded agencies align with the Governance and Oversight Standard and Financial and Fiscal Management Standards in the Funded Partner Standards and Policies. To be eligible for new or continued funding, partners must meet these requirements. Funded partners were selected through the Single Investment Process that ensures donor gifts are invested responsibly. At the discretion of United Way, there may be a minimum or maximum amount of funding that an agency can be awarded through the Single Investment Process. United Way expects awards made through the Single Investment Process to be for a three-year period. Funding recommendations are based on a detailed, competitive application process, encompassing both an organizational (financial and governance) and application review. United Way staff and volunteers develop regional program investment recommendations which are submitted to the Community Impact Committee and then to the United Way Board of Trustees for review and approval. Report Deadlines: United Way of Greater Houston requires programs to report data quarterly to demonstrate the benefit to and impact of their programs to clients. All funded partners undergo regular review through United Way's reporting and evaluation processes. The reporting period is April 1, 2023 - March 31, 2024. Review and Monitoring: All funded programs are monitored on an ongoing basis by United Way staff and volunteers. This may include special requests for information during the United Way annual community campaign, in connection with special events, during disasters or at other times. Corrective Action: United Way has written procedures for performance and noncompliance which establish progressive penalties including detailed written warnings, suspension and cessation based on standard and/or policy infractions. Part III: United Way provided school supplies to Montgomery County schools. While an exact number was unable to be determined, it is estimated that more than 36,000 students benefited from these school supplies. X X X 0 0 0 0 0 0 0 1 0 Amanda McMillian President & CEO 321619 0 75000 0 10621 0 24626 0 27649 0 459515 0 0 0 Angel Harris VP & Chief Adv. Officer 266183 0 30000 0 10391 0 25560 0 1579 0 333713 0 0 0 Jaideep Hebbar VP & CSFO 234109 0 25000 0 8628 0 23188 0 11034 0 301959 0 0 0 Mary Vazquez VP, Community Outreach 153110 0 20400 0 10336 0 17280 0 27729 0 228855 0 0 0 Margaret M Oser VP, Mission & Strategy 169347 0 20200 0 9364 0 16457 0 9890 0 225258 0 0 0 Wendy M Johnson VP, Chief HR & Admin. Officer 165379 0 20000 0 12428 0 16398 0 8332 0 222537 0 0 0 Barbara L Walker AVP, Principal Gifts Officer 183409 0 0 0 9509 0 16677 0 11485 0 221080 0 0 0 Jeffrey Nash AVP, Innovation & Data Mgt 164048 0 250 0 344 0 15717 0 18517 0 198876 0 0 0 Virginia Breaux AVP, Acctg & Campaign Proc. 148322 0 5000 0 537 0 14341 0 10746 0 178946 0 0 0 Deborah Span-Bailey AVP, Donor Relations 142043 0 10000 0 915 0 14136 0 9825 0 176919 0 0 0 Veronica Hagerty Sr. Dir. Board Dev & NP Training 144935 0 5244 0 0 0 13484 0 9470 0 173133 0 0 0 Part I, Line 7 The Executive Compensation Committee approved performance-based bonuses during the year. X 93 2948722 NYSE 0 0 1 0 Form 990, Part VI, Section A, line 1a The purpose of the Executive Committee is to act on behalf of the Board of Trustees in all matters with the exception of adopting an operational budget, filling Board vacancies, removing officers and amending the Bylaws. The duties and responsibilities of the Executive Committee are: (1) act on behalf of the Board of Trustees in all matters with the exception of the matters from which the Executive Committee is prohibited from acting on as set forth in the Bylaws; (2) coordinate the work of other committees for the Board of Trustees; (3) stay apprised of the activities of other committees and recommend Board action when needed; (4) oversee the execution of policies established by the Board of Trustees; (5) coordinate the review of the performance of the President/CEO annually; and (6) recommend to the Board of Trustees the annual operating budget, annual and strategic plans and major capital fundraising activities. The Executive Committee is comprised of the Board Chair, Secretary, Campaign Chair, standing Committee Chairs and at-large members. All members of the Executive Committee serve on the Board of Trustees. The members of the Executive Committee are appointed by the Board Chair and serve until the appointment of their successors. If a vacancy on the committee occurs, the Chair appoints a replacement from the Board of Trustees. Form 990, Part VI, Section A, line 6 The members of the Organization consist of all those individuals and organizations that have made contributions or pledges to the United Way of Greater Houston in the previous 12 months. Form 990, Part VI, Section A, line 7a Trustees are elected by action of the members of the Organization at its annual meeting and by the Board of Trustees at other times of the year as needed. Form 990, Part VI, Section B, line 11b Form 990 is reviewed in detail by the Audit Committee and distributed to each voting Trustee prior to filing with the IRS. The Form is included on the Board of Trustees meeting agenda for review and discussion. Form 990, Part VI, Section B, line 12c During the annual approval of community investments to agencies, each Trustee is required to declare their agency affiliation by signing a document indicating their affiliation, if any. Officers and key employees are also required to annually sign a conflict of interest statement. Form 990, Part VI, Section B, line 15 The Executive Compensation Committee reviews the President/CEO's annual performance based on performance goals set at the beginning of the year. The compensation is based on the salary and bonus history of the President/CEO and comparative compensation data for CEOs from local nonprofits and top-ranked United Way organizations. The annual compensation of the Vice Presidents is submitted by the President/CEO for review and approval by the Executive Compensation Committee using data for senior management as described for the President/CEO in Line 15a. Form 990, Part VI, Section C, line 19 Financial Statements are made available to the public on the Organization's website. Other documents are made available upon request. Non-Program Expense Ratio - Management, General and Fundraising: The costs associated to provide stewardship, financial oversight, internal controls and donor relationship management total $10,292,146 (total fundraising and management/general expenses per Part IX excluding depreciation). These costs are foundational to support the community impact and mission work of United Way of Greater Houston. These costs as a percentage of total revenue are 15.08%. Because costs and revenue can fluctuate from year to year, a rolling 5-year average provides a normalization of this ratio. The rolling 5-year average of these costs, excluding revenue from disaster contributions, is 16.20%.