Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2012
Open to Public Inspection
A For the 2012 calendar year, or tax year beginning 04-01-2012 , 2012, and ending 03-31-2013
BCheck if applicable:
CName of organization
THE UNITED WAY INC
 
Doing Business As
UNITED WAY OF AMARILLO & CANYON
 
Number and street (or P.O. box if mail is not delivered to street address)
2207 LINE AVE
 
Room/suite
City or town, state or country, and ZIP + 4
AMARILLO, TX79106
D Employer identification number

75-0800600
E Telephone number

G Gross receipts $ 5,664,054
F Name and address of principal officer:
JEFF GULDE
2207 LINE AVE
AMARILLO,TX79106
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.UNITEDWAYAMA.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1987
M State of legal domicile: TX
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: OUR MISSSION IS "TO IMPROVE LIVES THROUGH THE CARING POWER OF OUR COMMUNITY." UNITED WAY RECRUITS PEOPLE AND ORGANIZATIONS WHO BRING PASSION, EXPERTISE AND RESOURCES NEEDED TO RAISE THE MONEY TO GET THINGS DONE. WE MOBILIZE THESE COMMUNITY RESOURCES AND VOLUNTEERS TO MEET HUMAN SERVICE NEEDS. WE CONNECT PEOPLE TO SERVICES 24/7 THROUGH 2-1-1 TEXAS, LOCATED AT THE GUYON SAUNDERS RESOURCE CENTER. THE UNITED WAY OF AMARILLO & CANYON IS AT THE FOREFRONT OF MAKING SYSTEMIC CHANGES IN THE AREAS OF EDUCATION, INCOME AND HEALTH, CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 45
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 45
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...... 5 42
6 Total number of volunteers (estimate if necessary) ............. 6 1,106
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 6,102,207 5,352,517
9 Program service revenue (Part VIII, line 2g) ......... 175,822 175,880
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 5,487 6,539
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 5,454 7,222
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 6,288,970 5,542,158
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 2,892,939 2,993,459
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,057,485 1,109,098
16a Professional fundraising fees (Part IX, column (A), line 11e).....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,049,055    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,440,927 1,068,838
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 5,391,351 5,171,395
19 Revenue less expenses. Subtract line 18 from line 12....... 897,619 370,763
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 9,231,793 9,727,514
21 Total liabilities (Part X, line 26)............. 3,700,548 3,825,506
22 Net assets or fund balances. Subtract line 21 from line 20..... 5,531,245 5,902,008
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2012)
Form 990 (2012)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III ...............
1
Briefly describe the organization’s mission: OUR MISSSION IS "TO IMPROVE LIVES THROUGH THE CARING POWER OF OUR COMMUNITY." UNITED WAY RECRUITS PEOPLE AND ORGANIZATIONS WHO BRING PASSION, EXPERTISE AND RESOURCES NEEDED TO RAISE THE MONEY TO GET THINGS DONE. WE MOBILIZE THESE COMMUNITY RESOURCES AND VOLUNTEERS TO MEET HUMAN SERVICE NEEDS. WE CONNECT PEOPLE TO SERVICES 24/7 THROUGH 2-1-1 TEXAS, LOCATED AT THE GUYON SAUNDERS RESOURCE CENTER. THE UNITED WAY OF AMARILLO & CANYON IS AT THE FOREFRONT OF MAKING SYSTEMIC CHANGES IN THE AREAS OF EDUCATION, INCOME AND HEALTH, CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 478,312 including grants of $ 66,113 ) (Revenue $ 301,271 )
COMMUNITY SERVICES PROVIDE, MAINTAIN AND REFER PEOPLE TO VARIOUS, APPROPRIATE COMMUNITY RESOURCES THROUGH OUR INFORMATION AND REFERRAL SPECIALISTS. OUR SPECIALISTS ARE TRAINED TO WORK WITH THE CLIENTS TO DETERMINE NOT ONLY THE IMMEDIATE NEED TO BE FULFILLED, BUT OTHER NEEDS OR ROOT CAUSES THAT FACTOR INTO THE PROBLEMS AS WELL. THIS AFFORDS US THE BEST OPPORTUNITY TO DIRECT THEM TO THE HELP THEY NEED. WE ALSO PROVIDE EMERGENCY ASSISTANCE FOR TRAVELERS AND FAMILIES IN CRISIS WHO DEMONSTRATE A VALIDATED NEED.
4b (Code:   ) (Expenses $ 3,124,877 including grants of $ 2,872,314 ) (Revenue $ 175,880 )
COMMUNITY IMPACT PROGRAM REVIEWS THE STEWARDSHIP OF PROGRAM PROVIDERS AND PROGRAM FUNDING REQUESTS OF THOSE AGENCIES TO DETERMINE FUNDING RECOMMENDATIONS IN THE CONTEXT OF THE NEEDS RECOGNIZED IN OUR COMMUNITY.
4c (Code:   ) (Expenses $ 380,573 including grants of $ 55,032 ) (Revenue $ 308,807 )
COMMUNITY YOUTH DEVELOPMENT (CYD 79107) - CREATED TO REDUCE THE INCIDENCE OF VIOLENT JUVENILE CRIMES IN THESE TEXAS COUNTIES. THE FOCUS FURTHER IDENTIFIED THE ZIP CODE IN THESE COUNTIES WITH THE HIGHEST RATE OF JUVENILE PROBATION REFERRALS. THE PROGRAM SEEKS TO DETER OR PREVENT THIS BEHAVIOR BY PROVIDING SAFE, PRACTICAL ALTERNATIVES TO HIGH RISK BEHAVIOR.
(Code:   ) (Expenses $ 36,856 including grants of $   ) (Revenue $   )
GUYON SAUNDERS RESOURCE CENTER SUPPORT - PROVIDE SUPPORT TO THE GUYON SAUNDERS RECOURCE CENTER, THEREBY IMPROVING ACCESS TO MEDICAL AND SOCIAL SERVICES FOR CLIENTS IN NEED OF ASSISTANCE.
4d Other program services (Describe in Schedule O.)
(Expenses $ 36,856 including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet4,020,618
Form 990 (2012)
Form 990 (2012)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If “Yes,” complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If “Yes,” complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part XClick to see attachment.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I (see instructions).... Click to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2012)
Form 990 (2012)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J.......................
23
 
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I...................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II..........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If “Yes,” complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............. Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2012)
Form 990 (2012)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V ...............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
7
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
42
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes,” to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2012)
Form 990 (2012)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI ...............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
45
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
45
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletJEFF GULDE2207 LINE AVENUEAMARILLOTX79106 (806) 376-6359
Form 990 (2012)
Form 990 (2012)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII ...............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) QUINN ALEXANDER........................................................................
IMM PAST PRE
 1.00
.......................   		X   X       0 0 0
(2) W ASHLEY ALLEN........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(3) GREG AMMONS........................................................................
SECRETARY
 1.00
.......................   		X   X       0 0 0
(4) TIM ARCHER........................................................................
VP COMMUNICA
 1.00
.......................   		X   X       0 0 0
(5) GORDON ATKINS........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(6) CAROLYN A BALZAR........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(7) BETTY BARA........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(8) GARY BARNES........................................................................
TREASURER
 1.00
.......................   		X   X       0 0 0
(9) SCOTT BENTLEY........................................................................
VP CAMPAIGN
 1.00
.......................   		X   X       0 0 0
(10) MARVIN FRANZ........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(11) JIM BRYAN........................................................................
VP FINANCIAL
 1.00
.......................   		X   X       0 0 0
(12) DR TAMARA CLUNIS........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(13) MARY COYNE........................................................................
VP COMMUNITY
 1.00
.......................   		X   X       0 0 0
(14) SMITH ELLIS........................................................................
VP GUYON SAU
 1.00
.......................   		X   X       0 0 0
(15) COLE FOLEY........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(16) BELINDA GIBSON........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(17) HEATH HODGE........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
Form 990 (2012)
Form 990 (2012)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) DAVID HEMPHIL........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(19) RILEY HILL........................................................................
PRESIDENT
 1.00
.......................   		X   X       0 0 0
(20) MICHAEL HOOTEN EDD........................................................................
PRESIDENT EL
 1.00
.......................   		X   X       0 0 0
(21) DOUG LOOMIS........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(22) PAUL MATNEY EDD........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(23) BRET MCCLURE........................................................................
VP MARKETING
 1.00
.......................   		X   X       0 0 0
(24) ANDREW MITCHELL........................................................................
VP LEADERSHI
 1.00
.......................   		X   X       0 0 0
(25) JOHNNY MIZE........................................................................
VP COMMUNITY
 1.00
.......................   		X   X       0 0 0
(26) CAMERON MONROE........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(27) JOE MORRIS........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(28) PAUL HARPOLE........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(29) KEVIN J PAWLOWSKI........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(30) KAY PECK PHD........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(31) TERESA PROCK........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(32) STEVE JONES........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(33) PHILLIP W SCHRAUB........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(34) MONICA A MUSICK SPHR........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(35) BOB SCHNEIDER........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(36) TANYA SLUDER........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(37) DENNIS SPEAR........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(38) CHRIS STONE........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(39) PATRICK WARE........................................................................
VP LEADERSHI
 1.00
.......................   		X   X       0 0 0
(40) ANDREW M WELCH........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(41) TERRI WHISENANT........................................................................
VP FINANCIAL
 1.00
.......................   		X   X       0 0 0
(42) ROGER WILLIAMS........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(43) JOHN D WOOLERY........................................................................
VP CAMPAIGN
 1.00
.......................   		X   X       0 0 0
(44) MARY H FRANCEL........................................................................
EXECUTIVE DI
 37.00
.......................3.00 		    X       93,444 0 9,037
(45) JEFFREY C GULDE........................................................................
INT ED & FIN
 37.00
.......................3.00 		    X       65,478 0 7,271
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 158,922   16,308
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet  
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
 
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet  
Form 990 (2012)
Form 990 (2012)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response to any question in this Part VIII ..............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a 4,555,875
b Membership dues....1b  
c Fundraising events....1c 54,350
d Related organizations...1d  
e Government grants (contributions)1e 610,078
f All other contributions, gifts, grants, and
similar amounts not included above1f 		132,214
g Noncash contributions included in lines
1a-1f:$ 		312,812
h Total. Add lines 1a-1f.......MediumBullet 5,352,517
Program Service Revenue Business Code
2a PROGRAM REVENUE 518210 175,880 175,880    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 175,880
Other Revenue 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 6,539 6,539    
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss)..........MediumBullet        
8a Gross income from fundraising events (not including
$ 54,350
of contributions reported on line 1c). See Part IV, line 18 ..
a 114,508
b Less: direct expenses ...b 121,896
c Net income or (loss) from fundraising events..MediumBullet -7,388    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a MANAGEMENT FEES 541610 14,400 14,400    
b DIRECTORIES 519100 210 210    
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 14,610
12 Total revenue. See Instructions......MediumBullet 5,542,158 197,029    
Form 990 (2012)
Form 990 (2012)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response to any question in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 2,927,346 2,927,346
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 66,113 66,113
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 158,922 86,688 9,615 62,619
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 792,122 432,082 47,926 312,114
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 15,256 8,506 1,477 5,273
9 Other employee benefits ....... 66,276 36,954 6,414 22,908
10 Payroll taxes ........... 76,522 40,746 4,108 31,668
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ........... 21,979 10,245 2,987 8,747
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........        
12 Advertising and promotion .... 5,590 2,758 1,629 1,203
13 Office expenses ....... 74,984 40,358 2,735 31,891
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 38,363 20,301 2,156 15,906
17 Travel ............ 47,392 23,777 3,314 20,301
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 6,899 1,904 2,753 2,242
20 Interest ...........        
21 Payments to affiliates ....... 70,961     70,961
22 Depreciation, depletion, and amortization ..... 34,428 13,453 2,414 18,561
23 Insurance .............. 7,693 2,642 590 4,461
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a OTHER IN-KIND CONTR USED 322,812     322,812
b SUB CONTRACTOR EXPENSE 210,987 210,987    
c COMP/EQUIP MAINT 52,805 17,862 4,171 30,772
d GSRC SUPPORT 35,476 35,476    
e All other expenses 138,469 42,420 9,433 86,616
25 Total functional expenses. Add lines 1 through 24e 5,171,395 4,020,618 101,722 1,049,055
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2012)
Form 990 (2012)
Page 11
Part X Balance Sheet Check if Schedule O contains a response to any question in this Part X ...............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing ............. 4,541,521 1 4,838,189
2 Savings and temporary cash investments ......... 486,167 2 487,365
3 Pledges and grants receivable, net ........... 3,456,870 3 3,526,006
4 Accounts receivable, net ............. 163,092 4 191,849
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 28,675 9 42,452
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 885,136
b Less: accumulated depreciation ..... 10b 642,474 194,455 10c 242,662
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..... 361,013 13 398,991
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 9,231,793 16 9,727,514
Liabilities 17 Accounts payable and accrued expenses ......... 165,712 17 188,184
18 Grants payable .................   18  
19 Deferred revenue ................ 6,988 19 7,199
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 3,527,848 25 3,630,123
26 Total liabilities. Add lines 17 through 25......... 3,700,548 26 3,825,506
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 4,551,124 27 4,795,016
28 Temporarily restricted net assets ........... 291,799 28 328,253
29 Permanently restricted net assets ........... 688,322 29 778,739
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 5,531,245 33 5,902,008
34 Total liabilities and net assets/fund balances ........ 9,231,793 34 9,727,514
Form 990 (2012)
Form 990 (2012)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI ...............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
5,542,158
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
5,171,395
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
370,763
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
5,531,245
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
 
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
5,902,008
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII ..............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If “Yes,” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits
3b
 
 
Form 990 (2012)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
THE UNITED WAY INC
 
Employer identification number

75-0800600
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 4,226,593 4,314,028 5,358,199 6,102,207 5,352,517 25,353,544
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 4,226,593 4,314,028 5,358,199 6,102,207 5,352,517 25,353,544
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public support. Subtract line 5 from line 4.           25,353,544
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
7 Amounts from line 4.. 4,226,593 4,314,028 5,358,199 6,102,207 5,352,517 25,353,544
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 32,142 10,860 8,136 5,487 6,539 63,164
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. 193,244 127,945 200,001 213,761 183,102 918,053
11 Total support (Add lines 7 through 10).           26,334,761
12
12
311,537
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
96.270 %
15
15
95.890 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2012

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2012
Name of the organization
THE UNITED WAY INC
 
Employer identification number

75-0800600
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 2
Name of organization
THE UNITED WAY INC
  		Employer identification number

75-0800600
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 3
Name of organization
THE UNITED WAY INC
  		Employer identification number

75-0800600
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 4
Name of organization
THE UNITED WAY INC
  		Employer identification number

75-0800600
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
THE UNITED WAY INC
 
Employer identification number

75-0800600
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 361,008 347,193 311,301 248,532 285,427
b Contributions ........ 7,098 3,395 2,345 2,915 33,164
c Net investment earnings, gains, and losses 30,885 10,425 33,547 59,853 -70,058
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ...... 398,991 361,013 347,193 311,300 248,532
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet100.000 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   25,000 25,000
b Buildings ................   325,115 191,856 133,259
c Leasehold improvements ............        
d Equipment ................   298,420 221,539 76,881
e Other .................   236,601 229,079 7,522
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 242,662
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
ALLOCATIONS PAYABLE 2,874,323
DUE TO DESIGNATED ORGANIZATION 755,800







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 3,630,123
2. Fin 48 (ASC 740) Footnote. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 5,664,054
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 121,896
e Add lines 2a through 2d ..................... 2e 121,896
3 Subtract line 2e from line 1..................... 3 5,542,158
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 5,542,158
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ........... 1 5,293,291
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 121,896
e Add lines 2a through 2d...................... 2e 121,896
3 Subtract line 2e from line 1..................... 3 5,171,395
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 5,171,395
Part XIII
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 2D DIRECT FUNDRAISING EXPENSES ON STATEMENT OF REVENUE 121,896
EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 2D DIRECT FUNDRAISING EXPENSES ON STATEMENT OF REVENUE 121,896
Schedule D (Form 990) 2012

Additional Data


Software ID:  
Software Version:  




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. Form 990-EZ filers are not required to complete this part. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
THE UNITED WAY INC
 
Employer identification number

75-0800600
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2012
Schedule G (Form 990 or 990-EZ) 2012
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

GALAS
(event type) 		(b) Event #2

LOAN EXECUTIVE
(event type) 		(c) Other events

1
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 75,489 66,348 27,021 168,858
2 Less: Contributions . . 54,350     54,350
3 Gross income (line 1
minus line 2) . . . 		21,139 66,348 27,021 114,508
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . . 3,604     3,604
6 Rent/facility costs . .        
7 Food and beverages .        
8 Entertainment . . .        
9 Other direct expenses . 18,549 71,088 28,655 118,292
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 121,896
11 Net income summary. Combine line 3, column (d), and line 10. .......... right arrow -7,388
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2012
Schedule G (Form 990 or 990-EZ) 2012
Page 3
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Identifier Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2012
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
THE UNITED WAY INC
 
Employer identification number
75-0800600
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) AMARILLO AREA ADULT LITERACY
COUNCIL
PO BOX 447
AMARILLO,TX79178 		75-2055737 3 26,500       PROGRAM SUPPORT
(2) AMARILLO AREA CASA INC
112 SW 8TH AVE 101
AMARILLO,TX79101 		75-2560069 3 38,000       PROGRAM SUPPORT
(3) AMARILLO FAMILY YMCA
4101 HILLSIDE RD
AMARILLO,TX79110 		75-0800695 3 386,000       PROGRAM SUPPORT
(4) AMARILLO RECOVERY FROM ALCOHOL &
DRUG ABUSE
2300 LINE AVE
AMARILLO,TX79106 		26-2779312 3 122,000       PROGRAM SUPPORT
(5) AMARILLO SENIOR CITIZENS ASSOCIATIO
PO BOX 31180
AMARILLO,TX79120 		75-1427812 3 15,000       PROGRAM SUPPORT
(6) AMERICAN RED CROSS
1800 S HARRISON
AMARILLO,TX79102 		75-0883101 3 91,440       PROGRAM SUPPORT
(7) BIG BROTHER BIG SISTERS OF TX
PANHANDLE
2110 S WESTERN
AMARILLO,TX79106 		75-1086481 3 69,000       PROGRAM SUPPORT
(8) BOY SCOUTS OF AMERICAN
GOLDEN SPREAD COUNCIL
401 TASCOSA ROAD
AMARILLO,TX79124 		75-0800613 3 224,000       PROGRAM SUPPORT
(9) CAMP FIRE USA
2808 CANYON DRIVE
AMARILLO,TX79109 		75-1152640 3 84,956       PROGRAM SUPPORT
(10) CANYON AFTER SCHOOL PROGRAM INC
PO BOX 46
CANYON,TX79015 		75-2266752 3 100,000       PROGRAM SUPPORT
(11) CATHOLIC CHARITIES OF THE TEXAS
PANHANDLE
PO BOX 15127
AMARILLO,TX79105 		75-0818147 3 110,000       PROGRAM SUPPORT
(12) CHILDREN'S LEARNING CENTERS
PO BOX 15408
AMARILLO,TX79105 		75-0800601 3 280,000       PROGRAM SUPPORT
(13) EPILEPSY FOUNDATION WEST TEXAS
PO BOX 5884
AMARILLO,TX79117 		23-7220756 3 8,000       PROGRAM SUPPORT
(14) FAMILY SUPPORT SERVICES
1001 S POLK ST
AMARILLO,TX79101 		75-0800642 3 179,691       PROGRAM SUPPORT
(15) GIRL SCOUTS OF TEXAS OKLAHOMA
PLAINS INC
6011 W 45TH AVE
AMARILLO,TX79109 		75-0800602 3 169,000       PROGRAM SUPPORT
(16) GOODWILL OF NORTHWEST TEXAS
1904 S BELL ST
AMARILLO,TX79106 		75-1245780 3 150,000       PROGRAM SUPPORT
(17) JAN WERNER ADULT DAY CARE
3108 S FILLMORE
AMARILLO,TX79110 		75-1593441 3 95,000       PROGRAM SUPPORT
(18) JUNIOR ACHIEVEMENT OF THE HIGH
PLAINS
4302 SW 45TH
AMARILLO,TX79109 		75-0944915 3 28,500       PROGRAM SUPPORT
(19) MAVERICK BOYS & GIRLS CLUB
1923 S LINCOLN ST
AMARILLO,TX79109 		75-0808760 3 260,327       PROGRAM SUPPORT
(20) PANHANDLE REGIONAL PLANNING COMMISS
415 SW 8TH
AMARILLO,TX79101 		75-1317291   110,000       PROGRAM SUPPORT
(21) SALVATION ARMY INC
400 S HARRISON
AMARILLO,TX79101 		58-0660607 3 168,400       PROGRAM SUPPORT
(22) THE BRIDGE
804 QUAIL CREEK DR
AMARILLO,TX79124 		75-1995807 3 95,000       PROGRAM SUPPORT
(23) WESLEY COMMUNITY CENTER
1615 S ROBERTS
AMARILLO,TX79102 		51-0158641 3 51,500       PROGRAM SUPPORT
(24) WESLEY COMMUNITY CENTER
YOUTH ALLOC
1615 S ROBERTS
AMARILLO,TX79102 		51-0158641 3 6,450       PROGRAM SUPPORT
(25) MISC GRANTS UNDER 5000 EACH
2207 LINE AVE
AMARILLO,TX79106 		3 10,000        
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
24
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2012

Schedule I (Form 990) 2012
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) A/C UNIT 1 209      
(2) RENT ASSISTANCE 76 21,891      
(3) MEDICAL/PRESCRIPTION ASSI 14 1,297      
(4) VEHICLE REGISTRATION/REPA 2 908      
(5) BIRTH CERTIFICATE/STATE I 108 2,027      
(6) UTILITY BILL ASSISTANCE 74 10,680      
(7) BUS TICKETS 96 11,825      
(8) CITY BUS TOKENS 5267 3,950      
(9) FUEL VOUCHERS 1915 13,201      
(10) EDUCATION 1 125      
Part IV
Supplemental Information.
Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Identifier Return Reference Explanation
PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 THE RECIPIENTS PROVIDE QUARTERLY (IN SOME CASES, MONTHLY) FINANCIALS FOR REVIEW BY THE FINANCIAL ACCOUNTABILITY COMMITTEE. THEY ALSO PROVIDE MONTHLY REPORTS TO THE COMMUNITY IMPACT DIRECTOR WHICH SHOW OUTPUTS/OUTCOMES TIED BACK TO THE FUNDS RECEIVED.
Schedule I (Form 990) 2012


Additional Data


Software ID:  
Software Version:  


SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
THE UNITED WAY INC
 
Employer identification number

75-0800600
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 550 DONOR DETERMINED
5 Clothing and household
goods ....... 		X 15,969 DONOR DETERMINED
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ... X 1 30,600 DONOR DETERMINED
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ... X 34 25,514 DONOR DETERMINED
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( ADVERTISING ) X 6 229,945 DONOR DETERMINED
26 Other Right pointing arrow large image ( ENTERTAINMENT ) X 8 1,984 DONOR DETERMINED
27 Other Right pointing arrow large image ( TRAINING/CONSUL ) X 1 6,000 DONOR DETERMINED
28 Other Right pointing arrow large image ( OTHR ) X 2 2,250 DONOR DETERMINED
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
 
No
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2012)
Schedule M (Form 990) (2012)
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule M (Form 990) (2012)
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
THE UNITED WAY INC
 
Employer identification number

75-0800600
Identifier Return Reference Explanation
ORGANIZATION'S MISSION FORM 990 - ORGANIZATION'S MISSION OUR MISSSION IS "TO IMPROVE LIVES THROUGH THE CARING POWER OF OUR COMMUNITY." UNITED WAY RECRUITS PEOPLE AND ORGANIZATIONS WHO BRING PASSION, EXPERTISE AND RESOURCES NEEDED TO RAISE THE MONEY TO GET THINGS DONE. WE MOBILIZE THESE COMMUNITY RESOURCES AND VOLUNTEERS TO MEET HUMAN SERVICE NEEDS. WE CONNECT PEOPLE TO SERVICES 24/7 THROUGH 2-1-1 TEXAS, LOCATED AT THE GUYON SAUNDERS RESOURCE CENTER. THE UNITED WAY OF AMARILLO & CANYON IS AT THE FOREFRONT OF MAKING SYSTEMIC CHANGES IN THE AREAS OF EDUCATION, INCOME AND HEALTH, CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL.
EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS FORM 990, PAGE 1, PART I, LINE 6 UNITED WAY WORLD WIDE REQUIRES AN ANNUAL REPORT THAT SEEKS THIS INFORMATION. THE ESTIMATE INCLUDES THE FOLLOWING DETAIL: BOARD/POLICY MAKING VOLUNTEERS - 43 LOANED EXECUTIVES - 78 CAMPAIGN VOLUNTEERS - 78 INTERNAL CAMPAIGN COORDINATORS - 179 COMMUNITY IMPACT VOULNTEERS - 76 DIRECT SERVICE VOLUNTEERS - 55 PLANNED GIVING/ENDOWMENT VOLUNTEERS - 7 DAY OF SERVICE VOLUNTEERS - 460 MISCELLANEOUS OTHER VOLUNTEERS - 130
ALL OTHER ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4D GUYON SAUNDERS RESOURCE CENTER SUPPORT - PROVIDE SUPPORT TO THE GUYON SAUNDERS RECOURCE CENTER, THEREBY IMPROVING ACCESS TO MEDICAL AND SOCIAL SERVICES FOR CLIENTS IN NEED OF ASSISTANCE.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 WILL BE PRESENTED TO THE GOVERNING BOARD EITHER AT A NORMAL BOARD MEETING BY THE ACCOUNTING FIRM THAT PREPARED THE FORM OR ELECTRONICALLY PRIOR TO SUBMISSION OF THE FORM. THE BOARD WILL HAVE AN OPPORTUNITY TO REVIEW THE FORM AND ASK ANY QUESTIONS EITHER OF THE ACCOUNTING FIRM OR OF THE STAFF TO PROVIDE CLARIFICATION, EXPLANATION, ETC. THE BOARD WILL THEN ELECT TO ACCEPT THE FORM 990 AS PRESENTED (EITHER DURING THE COURSE OF A MEETING OR VIA ELECTRONIC BALLOTING) AND WILL AUTHORIZE THE EXECUTIVE DIRECTOR OR BOARD PRESIDENT TO AFFIX HIS OR HER SIGNATURE TO ANY FORMS NECESSARY TO FILE THE FORM 990, (INCLUDING FORMS NECESSARY TO SUBMIT THE FORM 990 ELECTRONICALLY) OR IT WILL RETURN THE FORM 990 FOR CORRECTION.
ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C UNITED WAY OF AMARILLO & CANYON GUIDELINES REGARDING THE CONFLICTS OF INTEREST POLICY THESE GUIDELINES SHALL CONTROL THE EFFECT AND OPERATION OF THE CONFLICTS OF INTEREST POLICY OF UNITED WAY OF AMARILLO & CANYON ADOPTED BY ITS BOARD OF DIRECTORS ON THE 21ST DAY OF OCTOBER, 1993. GUIDELINE 1 A FIDUCIARY WILL NOT BE DEEMED TO HAVE A CONFLICT OF INTEREST WITH UNITED WAY MERELY BECAUSE THAT FIDUCIARY, OR HIS OR HER BUSINESS, ENTERPRISE, ORGANIZATION, FRIEND, OR FAMILY MEMBER PROVIDES GOODS OR SERVICES TO UNITED WAY IN CIRCUMSTANCES WHERE THAT PERSON OR ENTITY IS THE ONLY PRACTICAL PROVIDER. EXAMPLES OF SUCH CIRCUMSTANCES WOULD BE THE PROVIDING OF UTILITIES TO UNITED WAY. (ADOPTED OCTOBER 21, 1993) GUIDELINE 2 A VOLUNTEER WHO IS FIDUCIARY HAVING A CONFLICT OF INTEREST WITH UNITED WAY SHALL NOT BE PREVENTED FROM PARTICIPATING IN DISCUSSIONS REGARDING, AND VOTING ON, ISSUES OR DECISIONS INDIRECTLY AFFECTED BY THAT CONFLICT OF INTEREST. AN EXAMPLE OF THIS CIRCUMSTANCE WOULD BE DISCUSSION OF AND VOTING ON THE BUDGET OF UNITED WAY WHEN A CONTRACT THAT IS THE SUBJECT OF THE CONFLICT OF INTEREST IS INCLUDED IN THAT BUDGET. IF, HOWEVER, THE MATTER THAT IS THE SUBJECT OF THE CONFLICT OF INTEREST IS SPECIFICALLY ADDRESSED IN THE BUDGET DISCUSSIONS, THEN THE FIDUCIARY HAVING THE CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN THE SPECIFIC DISCUSSION REGARDING THAT MATTER AND SHALL LEAVE THE ROOM DURING THAT DISCUSSION. (ADOPTED OCTOBER 21,1993) GUIDELINE 3 IF THERE IS A QUESTION CONCERNING WHETHER A FIDUCIARY SHOULD REFRAIN FROM DISCUSSION REGARDING A PARTICULAR MATTER AND LEAVE THE ROOM DURING THE DISCUSSION, THE OFFICER PRESIDING OVER THE MEETING SHALL DECIDE. THAT OFFICER'S DECISION WILL BE MADE IN HIS OR HER SOLE DISCRETION AND WILL BE FINAL. (ADOPTED OCTOBER 21,1993) IF A STAFF HAS A CONFLICT OF INTEREST OR A PERCEIVED CONFLICT OF INTEREST AND THERE IS A QUESTION CONCERNING WHETHER THE STAFF SHOULD SEVER A RELATIONSHIP, THEY WILL BRING IT TO THE EXECUTIVE DIRECTOR WHO, IN CONCERT WITH THE BOARD PRESIDENT, SHALL MAKE THE DECISION.
COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A THE PROCESS FOR DETERMINING COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES WAS HANDLED, IN PART, BY A SUBCOMMITTEE ESTABLISHED TO REVIEW COMPENSATION FROM LIKE-SIZED UNITED WAYS TO DETERMINE SALARY/HOURLY WAGES FOR THE DIFFERENT JOB DESCRIPTIONS IN EARLY 2009. THESE DISCUSSIONS WERE HELD IN EXECUTIVE SESSION SO CONTEMPORANEOUS SUBSTANTIATION OF THE DISCUSSION AND DECISION DO NOT EXIST. HOWEVER, THE RESULTS OF THE DECISION WERE MADE AVAILABLE TO THE FINANCE DIRECTOR FOR THE EXPLICIT PURPOSE OF INCORPORATING THE RAW DATA INTO THE UPCOMING BUDGET, WHICH WAS APPROVED BY THE GOVERNING BOARD, AS RECOMMENDED BY THE EXECUTIVE BOARD. THE RANGES SET DURING THAT PROCESS ARE STILL IN USE FOR CURRENT STAFF COMPENSATION. THE EXECUTIVE DIRECTOR'S SALARY IS DETERMINED BY THE BOARD. THE EXECUTIVE DIRECTOR HAS BEEN GIVEN THE AUTHORITY TO APPROVE THE COMPENSATION OF THE REMAINDER OF THE STAFF WITHIN THE BOUNDARIES SET BY THE GOVERNING BOARD.
COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B THE PROCESS FOR DETERMINING COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES WAS HANDLED, IN PART, BY A SUBCOMMITTEE ESTABLISHED TO REVIEW COMPENSATION FROM LIKE-SIZED UNITED WAYS TO DETERMINE SALARY/HOURLY WAGES FOR THE DIFFERENT JOB DESCRIPTIONS IN EARLY 2009. THESE DISCUSSIONS WERE HELD IN EXECUTIVE SESSION SO CONTEMPORANEOUS SUBSTANTIATION OF THE DISCUSSION AND DECISION DO NOT EXIST. HOWEVER, THE RESULTS OF THE DECISION WERE MADE AVAILABLE TO THE FINANCE DIRECTOR FOR THE EXPLICIT PURPOSE OF INCORPORATING THE RAW DATA INTO THE UPCOMING BUDGET, WHICH WAS APPROVED BY THE GOVERNING BOARD, AS RECOMMENDED BY THE EXECUTIVE BOARD. THE RANGES SET DURING THAT PROCESS ARE STILL IN USE FOR CURRENT STAFF COMPENSATION. THE EXECUTIVE DIRECTOR'S SALARY IS DETERMINED BY THE BOARD. THE EXECUTIVE DIRECTOR HAS BEEN GIVEN THE AUTHORITY TO APPROVE THE COMPENSATION OF THE REMAINDER OF THE STAFF WITHIN THE BOUNDARIES SET BY THE GOVERNING BOARD.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 WE MAKE OUR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS, AVAILABLE TO THE PUBLIC BY INSPECTION AT OUR OFFICE DURING NORMAL BUSINESS HOURS, WHICH ARE 8:00 AM TO 5:00 PM, MONDAY THROUGH FRIDAY, EXCLUDING HOLIDAYS.
RECONCILIATION OF CHANGES - OTHER FORM 990, PART XI, LINE 9 DIRECT FUNDRAISING EXPENSES ON STATEMENT OF REVENUE 121,896 DIRECT FUNDRAISING EXPENSES ON STATEMENT OF REVENUE -121,896
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2012

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
THE UNITED WAY INC
 
Employer identification number

75-0800600
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.)
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) TYLER STREET RESOURCE CENTER

200 SOUTH TYLER

AMARILLO,TX79101
75-2614211 		PROGRAM TX 501C3 9 N/A
 
No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) TYLER STREET RESOURCE CENTER

 B 2,900 CASH
(2) TYLER STREET RESOURCE CENTER

 K 13,244 FAIR MARKET VALUE
(3) TYLER STREET RESOURCE CENTER

 M 36,853 FAIR MARKET VALUE
(4) TYLER STREET RESOURCE CENTER

 L 14,400 CASH


Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under section 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation

Additional Data


Software ID:  
Software Version: