2024-10-18T11:42:59-05:00 2023-12-31 751056027 CONDLEY AND COMPANY LLP PO BOX 2993 ABILENE TX 796042993 990 2023-01-01 750945926 UNITED WAY OF MIDLAND INC UNIT 4326857700 1209 W WALL ST MIDLAND TX 79701 EMILY HOLEVA PRESIDENT 4325536626 2024-10-17 1 0 HOPE WEGRZYNOWICZ CPA P01651493 3256776251 2024-10-17 2023 2024-10-15 13:58:12Z EMILY HOLEVA 1209 W WALL ST MIDLAND TX 79701 3993637 0 X WWW.UWMIDLAND.ORG X 1955 TX TO IMPROVE THE QUALITY OF LIFE IN MIDLAND BY UNITING COMMUNITY RESOURCES WITH IDENTIFIED NEEDS. 16 16 9 94 0 0 1197546 1820248 0 0 345707 381469 42912 141405 1586165 2343122 853109 1057222 0 0 606767 714711 0 0 393984 313840 351247 1773716 2123180 -187551 219942 8323127 9019124 796536 840152 7526591 8178972 TO IMPROVE THE QUALITY OF LIFE IN MIDLAND BY UNITING COMMUNITY RESOURCES WITH IDENTIFIED NEEDS. 0 0 1522483 1057222 COMMUNITY IMPACT: UNITED WAY OF MIDLAND POSITIVELY IMPACTS THE COMMUNITY BY WORKING WITH OTHER ORGANIZATIONS TO IDENTIFY OUR COMMUNITY'S MOST PRESSING HEALTH, EDUCATION AND SELF-SUFFICIENCY NEEDS AND THEN ALLOCATES FUNDS TO LOCAL NON-PROFIT ORGANIZATIONS WITH PROGRAMS THAT ARE MAKING A MEASURABLE DIFFERENCE IN ADDRESSING THOSE NEEDS. WE ACCOMPLISH THIS THROUGH:- ASSESSING THE NEEDS OF THE COMMUNITY- ADVOCATING FOR SELECTED PUBLIC POLICIES- REVIEWING FUNDING APPLICATIONS SUBMITTED UNDER IDENTIFIED AREAS OF NEED- ALLOCATING FUNDS TO APPROVED PROGRAMS- FUNDING OF NEW AND SPECIAL COMMUNITY INITIATIVES 1522483 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 9 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X CRYSTAL TARANGO 4326857700 1209 W WALL ST MIDLAND TX 79701 CHRISTOPHER BOEHLER DIRECTOR 2.00 X 0 0 0 GUY ELLIS DIRECTOR 2.00 X 0 0 0 MATT ETHEREDGE DIRECTOR 2.00 X 0 0 0 BROCK FITCH DIRECTOR 2.00 X 0 0 0 ANGELA JOINER DIRECTOR 2.00 X 0 0 0 SARAH JUDGE DIRECTOR 2.00 X 0 0 0 MALCOLM KINTZING DIRECTOR 2.00 X 0 0 0 MARCY MADRID DIRECTOR 2.00 X 0 0 0 MORRIS WILLIAMS DIRECTOR 2.00 X 0 0 0 ADRIAN CARRASCO PRESIDENT 2.00 X X 0 0 0 LAURA ROMAN TREASURER 2.00 X X 0 0 0 SOELI ERAZO COMMUNITY ENGAGEMENT CHAIR 2.00 X X 0 0 0 GRETCHEN BAKKE COMMUNITY ENGAGEMENT CO-CHAIR 2.00 X X 0 0 0 KARMEN BRYANT DONOR RELATIONS CHAIR 2.00 X X 0 0 0 EMILY HOLEVA PRESIDENT ELECT/SECRETARY 2.00 X X 0 0 0 MILES HARTMAN PAST BOARD PRESIDENT 2.00 X X 0 0 0 KARI HENNAGIN EXECUTIVE DIRECTOR 40.00 X 117835 0 20911 CRYSTAL TARANGO FINANCE DIRECTOR 40.00 X 78443 0 14267 196278 0 35178 1 0 0 0 0 170300 106740 1543208 1820248 270384 270384 48236 48236 1645996 18614 1503803 49722 142193 -31108 111085 111085 185768 170300 96990 88778 88778 MISCELLANEOUS INCOME 900099 4391 4391 4391 2343122 0 0 522874 X 1057222 1057222 231456 103172 29167 99117 363515 156332 46779 160404 76916 41022 8546 27348 42824 22840 4758 15226 1619 245 1374 35350 35350 32469 32469 775 775 6367 3396 707 2264 81536 43485 9060 28991 8135 771 5771 1593 13299 3120 7669 2510 20517 10942 2280 7295 20539 10317 2149 8073 EQUIPMENT MAINTENANCE 73268 49391 8177 15700 PRINTING AND PUBLICATIO 22746 10326 362 12058 NATIONAL AND STATE DUES 17727 9454 1970 6303 DUES AND SUBSCRIPTIONS 5567 693 3880 994 11333 7374 3959 2123180 1522483 206713 393984 206769 497011 1912506 1430199 28278 58228 18021 19829 613895 412923 231816 200972 5385339 6222367 540398 590518 8323127 9019124 3628 2295 792908 837857 796536 840152 X 7026591 7678972 500000 500000 7526591 8178972 8323127 9019124 219942 432439 0 X 0 1 X 0 0 X 2038494 1487143 1726155 1197546 1820248 8269586 2038494 1487143 1726155 1197546 1820248 8269586 679421 7590165 234555 241880 199821 275279 318620 1270155 4391 4391 9544132 0.79530 0.82950 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2023 AMOUNT: $ 4,391. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1038546 362 81421 22798 8864 1088667 1179523 -109296 22172 9509 1038546 1096062 115219 21275 10483 1179523 1074583 51678 21523 8676 1096062 984954 120322 21345 9348 1074583 0.54072 0.45928 1 0 40000 40000 364916 216970 147946 208979 195953 13026 200972 PERMIAN BASIN ENDOWMENT 590518 590518 X 2840082 432439 96990 529429 2310653 32469 32469 2343122 2187701 96990 96990 2090711 32469 32469 2123180 PART V, LINE 4: INCOME GENERATED FROM ENDOWMENT FUNDS WILL BE USED FOR THE ORGANIZATION'S OPERATIONS PART X, LINE 2: MANAGEMENT EVALUATED BOTH ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATIONS HAVE TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS AND THEREFORE NO ADJUSTMENTS HAVE BEEN INCLUDED IN THE FINANCIAL STATEMENTS FOR 2023 OR 2022. WITH A FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THREE YEARS PRIOR TO THE MOST RECENT TAX FILING. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES INCLUDED IN REVENUE 96,990. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 32,469. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES INCLUDED IN REVENUE 96,990. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 32,469. POWER OF THE PURSE 100568 75500 25068 5441 1718 10726 3224 BUSTIN' CLAY 255500 94800 160700 33300 37053 325 923 356068 170300 185768 38741 38771 11051 4147 92710 93058 1 AMERICAN RED CROSS OF THE PERMIAN BASIN AREA 4241 TANGLEWOOD ODESSA TX 797625988 452450285 501(C)(3) 15000 0 PROGRAM SUPPORT BASIN DREAM CENTER FOR ORPHANS PO BOX 52473 MIDLAND TX 79710 820927815 501(C)(3) 25000 0 PROGRAM SUPPORT BOY & GIRLS CLUB OF MIDLAND 132 S GOODE ST MIDLAND TX 79701 751214505 501(C)(3) 101507 0 PROGRAM SUPPORT BYNUM SCHOOL 5100 AVALON DR MIDLAND TX 79707 751932925 501(C)(3) 46554 0 PROGRAM SUPPORT CASA DE AMIGOS 1101 E GARDEN LN MIDLAND TX 79701 751240087 501(C)(3) 144155 0 PROGRAM SUPPORT CENTERS FOR CHILDREN AND FAMILIES 3701 ANDREWS HIGHWAY MIDLAND TX 79703 751005357 501(C)(3) 107688 0 PROGRAM SUPPORT COMMUNITIES IN SCHOOLS PO BOX 10532 MIDLAND TX 79702 752821486 501(C)(3) 100000 0 PROGRAM SUPPORT COMMUNITY CHILDREN'S CLINIC PO BOX 3328 MIDLAND TX 79702 751875246 501(C)(3) 16800 0 PROGRAM SUPPORT GIRL SCOUTS OF THE DESERT SW 5217 N DIXIE BLVD MIDLAND TX 79762 741189693 501(C)(3) 14000 0 PROGRAM SUPPORT MIDLAND CHILDREN'S REHAB CENTER 802 VENTURA MIDLAND TX 79705 750912521 501(C)(3) 22475 0 PROGRAM SUPPORT MIDLAND EDUCATION FOUNDATION 615 W MISSOURI AVE MIDLAND TX 79701 752330628 501(C)(3) 19939 0 PROGRAM SUPPORT MIDLAND MEMORIAL FOUNDATION 220 W ILLINOIS AVE MIDLAND TX 79701 750827455 501(C)(3) 50000 0 PROGRAM SUPPORT MIDLAND RAPE CRISIS & CAC PO BOX 10081 MIDLAND TX 79702 751673093 501(C)(3) 53100 0 PROGRAM SUPPORT MISSION CENTER ADULT DAY SERVICE 3500 N A STE 1300 MIDLAND TX 79705 752459123 501(C)(3) 27600 0 PROGRAM SUPPORT REFLECTION MINISTRIES OF TEXAS PO BOX 52371 MIDLAND TX 79710 814378080 501(C)(3) 10000 0 PROGRAM SUPPORT SAFE PLACE PO BOX 11331 MIDLAND TX 79702 751627264 501(C)(3) 55200 0 PROGRAM SUPPORT SAMARITAN COUNSELING 10008 PILOT AVE MIDLAND TX 79706 751437991 501(C)(3) 23268 0 PROGRAM SUPPORT SENIOR LIFE MIDLAND PO BOX 80159 MIDLAND TX 79708 751899190 501(C)(3) 70000 0 PROGRAM SUPPORT SHARE 3500 N A STE 2500 MIDLAND TX 79705 262780706 501(C)(3) 12600 0 PROGRAM SUPPORT THE SALVATION ARMY PO BOX 594 MIDLAND TX 79702 580660607 501(C)(3) 38910 0 PROGRAM SUPPORT THE SPRINGBOARD CENTER 200 CORPORATE DR MIDLAND TX 79705 752805439 501(C)(3) 61200 0 PROGRAM SUPPORT UNLOCK MINISTRIES PO BOX 7742 MIDLAND TX 79708 752959142 501(C)(3) 30000 0 PROGRAM SUPPORT WE ARE NOT FORGOTTEN 3205 SOUTH HWY 87 BIG SPRING TX 79720 932157652 501(C)(3) 12500 0 PROGRAM SUPPORT YMCA OF MILDAND PO BOX 954 MIDLAND TX 79702 750871732 501(C)(3) 20000 0 PROGRAM SUPPORT 29 PART I, LINE 2: ALL ORGANIZATIONS APPLYING FOR FUNDING FROM THE UNITED WAY OF MIDLAND SUBMIT AN APPLICATION THAT INCLUDES VERIFICATION OF THEIR 501 (C)(3) STATUS, CERTIFICATION OF COMPLIANCE WITH THE PATRIOT ACT, COPIES OF THEIR LATEST FILED FORM 990, AUDITED FINANCIAL STATEMENTS AND A BUDGET FOR THE SPECIFIC FUNDING REQUEST. ALL OF THESE SUBMISSIONS ARE REVIEWED BY STAFF AND VOLUNTEER PANELS PRIOR TO RECOMMENDATION OF FUNDING TO THE UNITED WAY OF MIDLAND BOARD OF DIRECTORS. AFTER FUNDING HAS BEEN APPROVED, AGENCIES ARE MONITORED TO DETERMINE IF FUNDS ARE SUPPORTING THE APPROVED PROGRAMS. THEY ARE REQUESTED TO PROVIDE PROGRAM OUTCOMES AND THE METHODS OF EVALUATION UTILIZED TO DETERMINE OUTCOMES. THE MONITORING OF USAGE OF THE FUNDING INCLUDES ANNUAL SITE VISITS AND ON-GOING COMMUNICATIONS WITH THE PROGRAM PROVIDERS; SEMI-ANNUALLY THEY MUST PROVIDE DETAILS AND DOCUMENTATION. X 180 25904 0 0 0 PART I, COLUMN (B): QUANTITY OF PROCTER AND GAMBLE STOCK (180 SHARES) VALUED AT $143.91 PER SHARE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISSEMINATED ELECTRONICALLY TO THE BOARD MEMBERS BEFORE BEING FILED. THE BOARD PRESIDENT, TREASURER, EXECUTIVE DIRECTOR, AND FINANCE DIRECTOR REVIEW THE 990 IN DETAIL AS CLOSE TO THE FILING DATE AS POSSIBLE. THE FORM 990 IS THEN FORWARDED TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND APPROVAL AT THEIR NEXT SCHEDULED MEETING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD OF DIRECTORS AND ALL STAFF MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST. ANY POTENTIAL CONFLICTS OF INTEREST ARE NOTED BY THE EXECUTIVE COMMITTEE AND EXECUTIVE DIRECTOR AND ARE HANDLED ON A CASE BY CASE BASIS. THE SIGNED CONFLICT OF INTEREST FORMS ARE MAINTAINED ON FILE WITH THE EXECUTIVE DIRECTOR FOR REFERENCE PURPOSES. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, THE EXECUTIVE COMMITTEE REVIEWS SALARIES AND BENEFITS SURVEYS FROM UNITED WAY OF AMERICA AND FROM OTHER COMPARABLE ORGANIZATIONS THAT REPORT SALARIES AND BENEFITS FOR NONPROFIT ORGANIZATIONS. BASED UPON THIS REVIEW OF SIMILAR POSITIONS IN THE SURVEYS AND TAKING INTO CONSIDERATION REGIONAL ECONOMIC CONDITIONS, THE EXECUTIVE COMMITTEE ESTABLISHES THE EXECUTIVE DIRECTORS SALARY FOR THE ENSUING YEAR AND RECOMMENDS SALARY PARAMETERS FOR KEY EMPLOYEES. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR ESTABLISHING SALARIES FOR ALL EMPLOYEES AND ALL SALARIES ARE APPROVED BY THE EXECUTIVE COMMITTEE. THE FULL BOARD APPROVES THE PERSONNEL BUDGET. FORM 990, PART VI, SECTION C, LINE 18 FINANCIAL STATEMENTS ARE PART OF THE ANNUAL REPORT. COPIES OF ALL GOVERNING DOCUMENTS ARE PROVIDED UPON REQUEST AND ARE AVAILABLE ON OUR WEBSITE. 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 MISCELLANEOUS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,715. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,715. POSTAGE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,384. FUNDRAISING EXPENSES 1,530. TOTAL EXPENSES 3,914. BANK AND PAYROLL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 275. FUNDRAISING EXPENSES 2,429. TOTAL EXPENSES 2,704.