TY 2014 Form 990

(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)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(1) Dean Jerger........................................................................ Member at Large	0.5 .......................0.0	X
(2) Emory Mayfield........................................................................ chair-elect	1.0 .......................0.0	X	X
(3) Jeanette Wilk Yaeger........................................................................ COMMITTEE CHAIR	1.0 .......................0.0	X	X
(4) Karen Wendland........................................................................ Member at Large	0.5 .......................0.0	X
(5) Mark O'Bryant........................................................................ PAST CHAIRQ	1.0 .......................0.0	X	X
(6) Nancy Van Vessem........................................................................ Member at Large	0.5 .......................0.0	X
(7) Tom Pennekamp........................................................................ COMMITTEE CHAIR	1.0 .......................0.0	X	X
(8) Vince Long........................................................................ SECRETARY	1.0 .......................0.0	X	X
(9) Ron Sachs........................................................................ chair	1.0 .......................0.0	X	X
(10) John C Thomas........................................................................ Treasurer	1.0 .......................0.0	X	X
(11) Dr AJ Brickler........................................................................ Member at large	1.0 .......................0.0	X
(12) Berneice Cox........................................................................ COMMITTEE CHAIR	1.0 .......................0.0	X	X
(13) Chase McNeill........................................................................ member at large	0.5 .......................0.0	X
(14) Sam Rogers........................................................................ treasurer-elect	1.0 .......................0.0	X	X
(15) Dr Garnett Stokes........................................................................ Member at Large	0.5 .......................0.0	X
(16) Dr Barbara Wills........................................................................ Member at large	0.5 .......................0.0	X
(17) BROOKE HALLOCK........................................................................ MEMBER AT LARGE	0.5 .......................0.0	X

(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)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(18) DR JIM MURDAUGH........................................................................ MEMBER AT LARGE	0.5 .......................0.0	X		0	0
(19) FRED BAGGETT........................................................................ MEMBER AT LARGE	0.5 .......................0.0	X		0	0
(20) JOHN PADGETT........................................................................ MEMBER AT LARGE	0.5 .......................0.0	X		0	0
(21) JULIE MORENO........................................................................ MEMBER AT LARGE	0.5 .......................0.0	X		0	0
(22) KATRINA ROLLE........................................................................ Member at Large	0.5 .......................0.0	X		0	0
(23) LILA JABER........................................................................ MEMBER AT LARGE	0.5 .......................0.0	X		0	0
(24) PETER BOULWARE........................................................................ MEMBER AT LARGE	0.5 .......................0.0	X		0	0
(25) VIRGINIA GLASS........................................................................ CAMPAIGN CHAIR	1.0 .......................0.0	X	X	0	0
(26) Beth Corum........................................................................ Campaign Chair	1.0 .......................0.0	X	X	0	0
(27) David Wilkins........................................................................ Member at large	0.5 .......................0.0	X		0	0
(28) Deanna Samaha........................................................................ Member at large	0.5 .......................0.0	X		0	0
(29) Dr Audra Pittman........................................................................ Member at large	0.5 .......................0.0	X		0	0
(30) Dr Fran Close........................................................................ Member at large	0.5 .......................0.0	X		0	0
(31) Josh DeSha........................................................................ Member at large (non-voting)	0.5 .......................0.0	X		0	0
(32) Keith Gilbert........................................................................ Member at large	0.5 .......................0.0	X		0	0
(33) Marta Arrington........................................................................ Member at large (non-voting)	0.5 .......................0.0	X		0	0
(34) Matt Guse Early........................................................................ Member at Large (non-voting)	0.5 .......................0.0	X		0	0
(35) Meg Baldwin........................................................................ Member at large (non-voting)	0.5 .......................0.0	X		0	0
(36) Pam Wilson........................................................................ Member at large (Non-voting)	0.5 .......................0.0	X		0	0
(37) Reverend Dr Julius McAllister Jr........................................................................ Member at large	0.5 .......................0.0	X		0	0
(38) Steve Evans........................................................................ Member at large	0.5 .......................0.0	X		0	0
(39) Tanya Wilkins........................................................................ Member at large (Non-voting)	0.5 .......................0.0	X		0	0
(40) Tracey Cohen........................................................................ Member at large	0.5 .......................0.0	X		0	0
(41) heather mitchell........................................................................ executive director/president	40.0 .......................0.0		X	114,408	10,297
(42) IRVIN CHIKOTI........................................................................ VICE PRESIDENT OF OPERATIONS	40.0 .......................0.0		X	59,743	5,377
(43) Susan Dunlap........................................................................ VP Collective Impact	40.0 .......................0.0		X	63,247	5,692
(44) Sarah Deeb........................................................................ VP Major Gifts/Ldrship giving	40.0 .......................0.0		X	59,875	5,389
(45) Karen Frazee........................................................................ VP Workplace Inv. Strategies	40.0 .......................0.0		X	55,066	4,956

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 domestic organizations and domestic governments. See Part IV, line 21 ....	2,842,316	2,842,316
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ....	20,238	20,238
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............	0
4	Benefits paid to or for members ....	0
5	Compensation of current officers, directors, trustees, and key employees ....	226,660	135,100	75,873	15,687
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....	0
7	Other salaries and wages ....	736,788	375,762	184,197	176,829
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	46,601	23,766	11,650	11,185
9	Other employee benefits .......	79,737	40,666	19,934	19,137
10	Payroll taxes ...........	76,253	38,889	19,063	18,301
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	0
c	Accounting ...........	14,170	4,240	4,883	5,047
d	Lobbying ...........	0
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	17,978		17,978
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ....	109,746	93,392	8,042	8,312
12	Advertising and promotion ....	1,071	686	189	196
13	Office expenses .......	103,606	51,761	19,356	32,489
14	Information technology ......	6,209	1,858	2,140	2,211
15	Royalties ..	0
16	Occupancy ...........	39,613	11,853	13,651	14,109
17	Travel ............	9,254	1,585	5,783	1,886
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......	0
19	Conferences, conventions, and meetings ....	15,239	7,087	4,133	4,019
20	Interest ...........	11,426	3,419	3,938	4,069
21	Payments to affiliates .......	59,902	49,419		10,483
22	Depreciation, depletion, and amortization .....	24,648	7,375	8,494	8,779
23	Insurance ..............	27,134	8,119	9,351	9,664
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	MISCELLANEOUS	11,760	8,688	1,639	1,433
b	BEST	61,883	61,883
c	CAMPAIGN EXPENSE	56,992			56,992
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	4,599,224	3,788,102	410,294	400,828
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 if following SOP 98-2 (ASC 958-720).

Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
	1	Cash–non-interest-bearing .............	98,218	1	71,827
2	Savings and temporary cash investments .........	483,484	2	439,244
3	Pledges and grants receivable, net ...........	1,629,676	3	1,491,398
4	Accounts receivable, net .............	14,447	4	133,562
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
		0	5	0
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
		0	6	0
7	Notes and loans receivable, net .............	0	7	0
8	Inventories for sale or use ..............	0	8	0
9	Prepaid expenses and deferred charges ..........	11,170	9	20,099
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,286,704
b	Less: accumulated depreciation .....	10b	609,121	702,231	10c	677,583
11	Investments—publicly traded securities ..........	2,015,170	11	1,765,200
12	Investments—other securities. See Part IV, line 11 .....	0	12	0
13	Investments—program-related. See Part IV, line 11 .....	0	13	0
14	Intangible assets ...............	0	14	0
15	Other assets. See Part IV, line 11 ...........	0	15	0
16	Total assets. Add lines 1 through 15 (must equal line 34)......	4,954,396	16	4,598,913
	17	Accounts payable and accrued expenses .........	4,051,510	17	3,680,119
18	Grants payable .................	0	18	0
19	Deferred revenue ................	79,221	19	50,593
20	Tax-exempt bond liabilities .............	0	20	0
21	Escrow or custodial account liability. Complete Part IV of Schedule D..	0	21	0
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..........	0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..	75,000	23	150,000
24	Unsecured notes and loans payable to unrelated third parties ....	0	24	0
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....................	0	25	0
26	Total liabilities. Add lines 17 through 25.........	4,205,731	26	3,880,712
		Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............	427,832	27	417,513
28	Temporarily restricted net assets ...........	210,833	28	190,688
29	Permanently restricted net assets ...........	110,000	29	110,000
	Organizations that do not follow SFAS 117 (ASC 958), check here 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 ...........	748,665	33	718,201
34	Total liabilities and net assets/fund balances ........	4,954,396	34	4,598,913

- TIN:

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.
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Attach to Form 990 or Form 990-EZ.
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Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public
Inspection

Name of the organization

United Way of the Big Bend Inc

Employer identification number

59-6011150

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.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross

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.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 11a through 11d that describes the type of supporting organization and complete lines 11e, 11f, and 11g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations .............................

Provide the following information about the supported organization(s).

(i)Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i)Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2014

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)		(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....	6,039,655	5,716,340	4,694,335	4,429,508	4,503,252	25,383,090
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......						0
3	The value of services or facilities furnished by a governmental unit to the organization without charge..						0
4	Total. Add lines 1 through 3	6,039,655	5,716,340	4,694,335	4,429,508	4,503,252	25,383,090
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)..						0
6	Public support. Subtract line 5 from line 4.						25,383,090

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(f) Total
7	Amounts from line 4..	6,039,655	5,716,340	4,694,335	4,429,508	4,503,252	25,383,090
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	110,314	113,140	83,224	61,956	56,611	425,245
9	Net income from unrelated business activities, whether or not the business is regularly carried on..						0
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..						0
11	Total support Add lines 7 through 10.						25,808,335

Gross receipts from related activities, etc. (see instructions) ..................

952,616

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2014 (line 6, column (f) divided by line 11, column (f)) .........

98.352 %

Public support percentage for 2013 Schedule A, Part II, line 14 ...............

98.280 %

16a

33 1/3% support test—2014. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2013. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2014. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2013. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

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) 2014

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)		(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(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)		(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(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 VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2014 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2013 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2014 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2013 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests—2014. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2013. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2014

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Schedule A (Form 990 or 990-EZ) 2014

Page 5

Part IV

Supporting Organizations (continued)

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2014

Page 6

Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1. Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6
7	Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2014

Page 7

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2014 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2014	(iii) Distributable Amount for 2014
1 Distributable amount for 2014 from Section C, line 6
2 Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions)
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2014 distributable amount
i Carryover from 2009 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2014 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2014 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions)
6 Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions)
7 Excess distributions carryover to 2015. Add lines 3j and 4c.
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......
e From 2014.......

Schedule A (Form 990 or 990-EZ) (2014)

Schedule A (Form 990 or 990-EZ) 2014

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990 or 990-EZ) 2014

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Name of the organization

United Way of the Big Bend Inc

Employer identification number

59-6011150

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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 its Form 990PF, Part I, line 2, 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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 2

Name of organization United Way of the Big Bend Inc

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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 3

Name of organization United Way of the Big Bend Inc

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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 4

Name of organization
United Way of the Big Bend Inc

Employer identification number

59-6011150

Part III

Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. 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

(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

(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

(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

(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) (2014)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

United Way of the Big Bend Inc

Employer identification number

59-6011150

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 value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

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)? .......................................

Yes No

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.

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.

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)

Revenue included in Form 990, Part VIII, line 1 ........................ SchDMd Bullet

(ii)

Assets included in Form 990, Part X .............................. SchDMd Bullet

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:

Revenue included in Form 990, Part VIII, line 1 .......................... SchDMd Bullet

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) 2014

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?........

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No

If "Yes," explain the arrangement in Part XIII and complete the following table:


c	Beginning balance .................................	1c
d	Additions during the year ..............................	1d
e	Distributions during the year .............................	1e
f	Ending balance ...................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?

Yes No

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 ....	127,991	117,688	111,268	111,446	99,374
b	Contributions ........				0	0
c	Net investment earnings, gains, and losses	-3,808	10,303	6,420	-178	12,072
d	Grants or scholarships .....
e	Other expenditures for facilities and programs ........
f	Administrative expenses ....
g	End of year balance ......	124,183	127,991	117,688	111,268	111,446

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

11.421 %

Permanent endowment SchDMd Bullet

88.579 %

Temporarily restricted endowment SchDMd Bullet

0 %

The percentages in lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations ........................

3a(i)

Yes

(ii) related organizations ........................

3a(ii)

If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value
1a	Land .................	313,803		313,803
b	Buildings ................	757,959	444,581	313,378
c	Leasehold improvements ............	50,632	36,054	14,578
d	Equipment ................	160,310	128,486	31,824
e	Other .................	4,000		4,000
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......				677,583

Schedule D (Form 990) 2014

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. 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.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment		(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.)

Part IX

Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. 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.)...........

Part X

Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability		(b) Book value
Federal income taxes		0









Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)		0
2. Liability for uncertain tax positions. 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) 2014

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	4,066,218
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-139,629
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	-139,629
3	Subtract line 2e from line 1.....................			3	4,205,847
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	502,542
c	Add lines 4a and 4b.......................			4c	502,542
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	4,708,389

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	4,096,682
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
e	Add lines 2a through 2d......................			2e
3	Subtract line 2e from line 1.....................			3	4,096,682
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	502,542
c	Add lines 4a and 4b.......................			4c	502,542
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	4,599,224

Part XIII

Supplemental Information

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.

Return Reference	Explanation
part v	Line 4 the endowment fund was established to make it possible for UWBB to help social services agencies sustain current programs and develop new ones as needed. All endowment funds are classified in accordance with donor stipulations. The overall objectives of the endowment fund are production of sufficient income to meet the goals of the account and to provide for growth of assets to meet future objectives. Part X, Line 2 With few exceptions, UWBB is no longer subject to examinations by major tax jurisdictions for years ended June 30, 2011 & prior. part xi, line 4b: designated pledges $502,542 part xii, line 4b: designated pledges $502,542 FOR AUDITED FINANCIAL STATEMENT PURPOSES, WHEN A DONOR MAKES A CONTRIBUTION TO UWBB AND DESIGNATES A NAMED CHARITY AS THE BENEFICIARY, THE DONOR IS OPERATING AN AGENT TRANSACTION AND THE DONATION IS NOT CONSDIERED REVENUE TO UWBB. FOR TAX PURPOSES THESE DONOR DESIGNATED FUNDS ARE RECOGNIZED AS REVENUE AND THE SUBSEQUENT DONATION TO THE NAMED CHARITY IS RECONGIZED AS AN EXPENSE.

Return Reference

Explanation

part v

Line 4 the endowment fund was established to make it possible for UWBB to help social services agencies sustain current programs and develop new ones as needed. All endowment funds are classified in accordance with donor stipulations. The overall objectives of the endowment fund are production of sufficient income to meet the goals of the account and to provide for growth of assets to meet future objectives. Part X, Line 2 With few exceptions, UWBB is no longer subject to examinations by major tax jurisdictions for years ended June 30, 2011 & prior. part xi, line 4b: designated pledges $502,542 part xii, line 4b: designated pledges $502,542 FOR AUDITED FINANCIAL STATEMENT PURPOSES, WHEN A DONOR MAKES A CONTRIBUTION TO UWBB AND DESIGNATES A NAMED CHARITY AS THE BENEFICIARY, THE DONOR IS OPERATING AN AGENT TRANSACTION AND THE DONATION IS NOT CONSDIERED REVENUE TO UWBB. FOR TAX PURPOSES THESE DONOR DESIGNATED FUNDS ARE RECOGNIZED AS REVENUE AND THE SUBSEQUENT DONATION TO THE NAMED CHARITY IS RECONGIZED AS AN EXPENSE.

Schedule D (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

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. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Information about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization
United Way of the Big Bend Inc

Employer identification number

59-6011150

Part I

Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17. Form 990-EZ

filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

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?

Yes

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)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total .................

List all states in which the organization is registered or licensed to solicit contributions 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) 2014

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 Golf Tournament (event type)	(b) Event #2 DOWNTOWN GETDOW (event type)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . .	23,400	155,808	179,208
2	Less: Contributions . .
3	Gross income (line 1 minus line 2) . . .	23,400	155,808	179,208
4	Cash prizes . . .
5	Noncash prizes . .
6	Rent/facility costs . .	6,000		6,000
7	Food and beverages .
8	Entertainment . . .
9	Other direct expenses .	9,000	110,006	119,006
10	Direct expense summary. Add lines 4 through 9 in column (d) ...........			125,006
11	Net income summary. Subtract line 10 from line 3, column (d)...........			54,202

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.

(a) Bingo

(b) Pull tabs/Instant
bingo/progressive bingo

(c) Other gaming

(d) Total gaming (add col.(a) through col.(c))

Gross revenue . . . .

Cash prizes . . . .

Non-cash prizes . . .

Rent/facility costs . . .

Other direct expenses . .

Volunteer labor . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? ............

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....

YesNo

If "Yes," explain:

Schedule G (Form 990 or 990-EZ) 2014

Page 3

Does the organization conduct gaming activities with nonmembers? .................

YesNo

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? ..........................

YesNo

Indicate the percentage of gaming activities conducted in:

The organization's facility ......................

13a

An outside facility ........................

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? ......................................

YesNo

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

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? ............................

YesNo

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. 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 provide any additional information (see instructions).

Return Reference	Explanation

Schedule G (Form 990 or 990-EZ) 2014

Additional Data

Software ID:
Software Version:

- TIN:

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.
lBullet

Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public
Inspection

Name of the organization
United Way of the Big Bend Inc

Employer identification number
59-6011150

Part I

General Information on Grants and Assistance

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? ....................................

Yes No

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 Domestic Organizations and Domestic Governments. 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 section if applicable	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) 2-1-1 BIG BEND PO BOX 10950 TALLAHASSEE,FL323022950	51-0201771	501(C)(3)	21,969	Human SRVC Support
(2) A LIFE RECOVERY CENTER 449 W Georgia St TALLAHASSEE,FL32301	59-3099155	501(C)(3)	23,000	HUMAN SRVC SUPPORT
(3) ABILITY 1ST 1823 BUFORD COURT TALLAHASSEE,FL32308	59-2091522	501(C)(3)	39,900	HUMAN SRVC SUPPORT
(4) AMERICAN RED CROSS CAPITAL AREA CHAPTER 1115 Eastern Wood Dr TALLAHASSEE,FL32311	59-0624360	501(C)(3)	24,734	HUMAN SRVC SUPPORT
(5) AMERICA'S SECOND HARVEST OF THE BIG BEND 110 FOUR POINTS WAY TALLAHASSEE,FL32305	59-2610345	501(C)(3)	39,819	HUMAN SRVC SUPPORT
(6) BIG BEND CARES 2201 S MONROE ST TALLAHASSEE,FL32301	59-2816580	501(C)(3)	95,429	HUMAN SRVC SUPPORT
(7) BIG BEND HOMELESS COALITION 2729 W PENSACOLA ST TALLAHASSEE,FL32304	59-2898810	501(C)(3)	41,169	HUMAN SRVC SUPPORT
(8) BIG BEND HOSPICE 1723 MAHAN CTR BLVD Talla,FL323085428	59-2328806	501(C)(3)	88,077	HUMAN SRVC SUPPORT
(9) BIG BROTHERS BIG SISTERS OF THE BIG BEND 565 E TENNESSEE ST TALLAHASSEE,FL32308	59-2130789	501(C)(3)	127,500	HUMAN SRVC SUPPORT
(10) BOY SCOUTS OF AMERICA SUWANNEE RIVER AREA COUNCIL 2032 THOMASVILLE ROAD SUITE C TALLAHASSEE,FL32308	59-0624370	501(C)(3)	16,844	HUMAN SRVC SUPPORT
(11) BOYS & GIRLS CLUB - TAYLOR PO BOX 1474 PERRY,FL32347	59-2973927	501(C)(3)	63,500	HUMAN SRVC SUPPORT
(12) BOYS & GIRLS CLUB OF THE BIG BEND 306 LAURA LEE AVENUE TALLAHASSEE,FL32301	59-3076558	501(C)(3)	58,248	HUMAN SRVC SUPPORT
(13) BOYS & GIRLS CLUB TABULA RASA PO BOX 251 GREENVILLE,FL32331	59-3076558	501(C)(3)	8,829	HUMAN SRVC SUPPORT
(14) BOYS' CHOIR OF TALLAHASSEE 723 W Orange Ave TALLAHASSEE,FL32310	20-3478334	501(C)(3)	30,000	HUMAN SRVC SUPPORT
(15) BREHON INSTITUTE FOR FAMILY SERVICES 1315 Linda Ann Drive TALLAHASSEE,FL32301	59-1865406	501(C)(3)	32,500	HUMAN SRVC SUPPORT
(16) CAPITAL AREA COMMUNITY ACTION AGENCY 309 OFFICE PLAZA DR TALLAHASSEE,FL32301	59-1117362	501(C)(3)	25,800	HUMAN SRVC SUPPORT
(17) CAPITAL AREA HEALTHY START COALITION 1311 PAUL RUSSELL RD SUITE A101 TALL,FL32301	59-3145687	501(C)(3)	15,000	HUMAN SRVC SUPPORT
(18) CAPITAL CITY YOUTH SERVICES 2407 ROBERTS AVENUE TALLAHASSEE,FL32310	59-3184365	501(C)(3)	74,400	HUMAN SRVC SUPPORT
(19) CATHOLIC CHARITIES OF NORTHWEST FLORIDA 1380 Blountstown Hwy TALLAHASSEE,FL32304	75-3196619	501(C)(3)	24,775	HUMAN SRVC SUPPORT
(20) CHILDREN'S HOME SOCIETY OF FLORIDA 1801 MICCOSUKEE COMMONS DR TALL,FL32308	52-0728032	501(C)(3)	37,050	HUMAN SRVC SUPPORT
(21) CONSOLIDATED CHRISTIAN MINIST OF MADISON 799-C SW PINCKNEY ST MADISON,FL32340	31-1630103	501(C)(3)	13,375	HUMAN SRVC SUPPORT
(22) DICK HOWSER CENTER 240 MABRY TALLAHASSEE,FL32304	59-1553555	501(C)(3)	95,500	HUMAN SRVC SUPPORT
(23) EARLY LEARNING COALITION - BIG BEND 1940 N Monroe Ave TALLAHASSEE,FL32303	59-3743672	501(C)(3)	56,650	HUMAN SRVC SUPPORT
(24) ECHO OUTREACH MINISTRIES 702 WEST MADISON ST TALLAHASSEE,FL32304	59-2290628	501(C)(3)	10,318	HUMAN SRVC SUPPORT
(25) ELDER CARE SERVICES 2518 W TENNESSEE ST TALLAHASSEE,FL32304	59-1426079	501(C)(3)	252,710	HUMAN SRVC SUPPORT
(26) EPILEPSY ASSOCIATION OF THE BIG BEND 1215 LEE AVENUE TALLAHASSEE,FL32303	59-2935276	501(C)(3)	22,000	HUMAN SRVC SUPPORT
(27) FELLOWSHIP OF CHRISTIAN ATHLETES 2221 OLD BAINBRIDGE RD TALL,FL32303	44-0610626	501(C)(3)	7,600	HUMAN SRVC SUPPORT
(28) GIRL SCOUT COUNCIL OF THE APALACHEE BEND 250 PINEWOOD DRIVE TALLAHASSEE,FL32303	52-1273585	501(C)(3)	7,600	HUMAN SRVC SUPPORT
(29) JEFFERSON SENIOR CENTER 1155 N JEFFERSON ST MONTICELLO,FL32344	59-2015689	501(C)(3)	13,600	HUMAN SRVC SUPPORT
(30) KIDS INCORPORATED OF THE BIG BEND 2326 CENTERVILLE ROAD TALLAHASSEE,FL32308	23-7411718	501(C)(3)	215,000	HUMAN SRVC SUPPORT
(31) LEGAL AID FOUNDATION 2119 Delta Blvd TALLAHASSEE,FL32303	59-1236357	501(c)(3)	15,000	HUMAN SRVC SUPPORT
(32) LEGAL SERVICES OF NORTH FLORIDA 2119 DELTA BOULEVARD TALLAHASSEE,FL32303	51-0197090	501(C)(3)	45,000	HUMAN SRVC SUPPORT
(33) LIGHTHOUSE OF THE BIG BEND 3071 Highland Oaks TALLAHASSEE,FL32301	59-2288754	501(C)(3)	20,000	HUMAN SRVC SUPPORT
(34) LITERACY VOLUNTEERS OF LEON COUNTY 200 West Park Avenue TALLAHASSEE,FL32301	59-2937641	501(C)(3)	18,000	HUMAN SRVC SUPPORT
(35) MADISON SENIOR CITIZENS 1161 SW Harvey Green Dr MADISON,FL32340	23-7097794	501(C)(3)	20,000	HUMAN SRVC SUPPORT
(36) NEIGHBORHOOD MEDICAL CENTER 438 W BREVARD STREET TALLAHASSEE,FL32301	23-7422549	501(C)(3)	48,078	HUMAN SRVC SUPPORT
(37) OFFICE OF THE PUBLIC GUARDIAN 2292 WEDNESDAY STREET SUITE 1 TALLAHASSEE,FL32308	16-1652866	501(C)(3)	25,163	HUMAN SRVC SUPPORT
(38) PACE CENTER FOR GIRLS 1344 Cross Creek Cir Tallahassee,FL32301	59-2414492	501(C)(3)	22,760	HUMAN SRVC SUPPORT
(39) REFUGE HOUSE PO BOX 20910 TALLAHASSEE,FL323160910	59-1869324	501(C)(3)	187,578	HUMAN SRVC SUPPORT
(40) SICKLE CELL FOUNDATION 1336 VICKERS ROAD TALLAHASSEE,FL32303	59-2518049	501(C)(3)	9,600	HUMAN SRVC SUPPORT
(41) SPECIAL OLYMPICS OF FLORIDA - LEON COUNTY 2898-1 Mahan Drive TALLAHASSEE,FL32308	23-7181560	501(C)(3)	24,000	HUMAN SRVC SUPPORT
(42) TAYLOR CO SENIOR SERVICES 428 North Jefferson Street PERRY,FL32347	20-3093915	501(C)(3)	30,000	HUMAN SRVC SUPPORT
(43) THE ALZHEIMER'S PROJECT 301 EAST THARPE ST TALLAHASSEE,FL32303	59-2482011	501(C)(3)	38,656	HUMAN SRVC SUPPORT
(44) THE SHELTER PO BOX 4062 TALLAHASSEE,FL32315	59-2910293	501(C)(3)	406,035	HUMAN SRVC SUPPORT
(45) TURN ABOUT 2771 Miccosukee Road TALLAHASSEE,FL32317	59-2147472	501(C)(3)	90,000	HUMAN SRVC SUPPORT
(46) WAKULLA SENIOR CITIZENS 33 MICHAEL DRIVE CRAWFORDVILLE,FL32327	59-1316667	501(C)(3)	30,000	HUMAN SRVC SUPPORT
(47) WE CARE NETWORK 1204 MICCOSUKEE ROAD TALLAHASSEE,FL32308	59-2104510	501(c)(3)	40,454	HUMAN SRVC SUPPORT
(48) FLORIDA DISABLED OUTDOORS ASSOCIATION 2475 APALACHEE Pwy StE 205 TAL,FL32301	59-3051552	501(C)(3)	15,884	HUMAN SRVC SUPPORT

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image

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) 2014

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. 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	(e)Method of valuation (book, FMV, appraisal, other)
(1) HUMAN SERVICE SUPPORT - INDIVIDUALS	40	20,238	ACTUAL COST

Part IV

Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.

Return Reference

Explanation

part i

Line 2 Each year, the United Way of the Big Bend organizes 18 community investment teams to review its grant-funded agencies and programs. Agencies must submit an annual grant application which contains three years of budget information plus a detailed narrative on how United Way funds were used in the previous year and how they will be used in the future. The teams also have an opportunity to ask the agency representatives in person, very specific questions about the overall agency budget and the use of United Way grant funds. In addition, the agencies are required to report annual performance outcomes to the teams.

Schedule I (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

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 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public
Inspection

Name of the organization

United Way of the Big Bend Inc

Employer identification number

59-6011150

Return Reference

Explanation

part iii- PROGRAM SERVICE ACCOMPLISHMENTS

Line 4D In partnership with the Leon County Health Department Center for Dental Care & Prevention and Leon County Schools, United Way of the Big Bend created SMILE UNITED in the fall of 2014. SMILE UNITED is a preventative dental sealants program that ensures all second graders in Leon County Title I Schools have the opportunity to receive the following services: a dental assessment, oral cleaning, sealants, fluoride varnish, oral health instruction and a personal dental kit. SMILE UNITED services are provided for FREE to all students, regardless of the childs insurance or ability to pay. During the 2014-2015 school year, SMILE UNITED served 883 students at 12 Title I Schools, sealed more than 2,400 teeth and provided more than 5,800 total dental services. During the first week of May, UWBB annually recruits more than 150 volunteers to read classic tales like The Cat in the Hat and Curious George in every first grade public school classroom in the eight-county Big Bend area (Franklin, Gadsden, Jefferson, Leon, Liberty, Madison, Taylor and Wakulla Counties). To encourage a love of reading, every first grade student takes home a brand new, free book to add to his/her home library. Through READ UNITED, UWBB has distributed approximately 27,000 free books over the past six years. Last year, 200 volunteers read in 300 classrooms and distributed approximately 4,500 books in just 5 days! PART VI, GOVERNANCE, MANAGEMENT AND DISCLOSURE section B line 11B THE VICE PRESIDENT OF FINANCE AND OPERATIONS REVIEWS A DRAFT OF FORM 990 AND RESOLVES ANY QUESTIONS WITH THE INDEPENDENT ACCOUNTING FIRM THAT PREPARES THE TAX RETURN. AFTER BEING REVIEWED BY THE VICE PRESIDENT OF FINANCE & OPERATIONS AND THE PRESIDENT, THE 990 IS PRESENTED TO THE FINANCE COMMITTEE, CHAIRED BY THE BOARD TREASURER WHICH INCLUDES AT LAST THREE (3) MEMBERS OF THE BOARD. AFTER REVIEW BY THE COMMITTEE, THE 990 IS PRESENTED TO THE FULL BOARD FOR AUTHORIZATION PRIOR TO FILING WITH THE IRS. line 12c THE STAFF, VOLUNTEERS AND BOARD MEMBERS OF THE UNITED WAY OF THE BIG BEND MUST SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. DISCLOSURE IS REQUIRED FOR ANY MEMBER AGENCY RELATIONSHIPS, ANY BENEFIT IN TRANSACTIONS OR DECISIONS THAT FAMILY, EMPLOYER OR CLOSE ASSOCIATE STAND TO GAIN. ALL CONFLICTS OR POTENTIAL CONFLICTS ARE RESOLVED BY THE CHAIRMAN OF THE BOARD. line 15a THE ORGANIZATION HAS A COMPENSATION COMMITTEE COMPRISED OF BOARD MEMBERS THAT MEET ONCE ANNUALLY TO APPROVE THE PRESIDENTS COMPENSATION. THE COMMITTEE REVIEWS COMPENSATION SURVEYS AND STUDIES FOR COMPARABLE COMPENSATION PACKAGES. THE PRESIDENT'S COMPENSATION PACKAGE IS THEN SUBMITTED TO THE BOARD FOR APPROVAL. THE PRESIDENT DETERMINES ALL OTHER STAFF SALARIES. section c line 19 UNAUDITED FINANCIAL STATEMENTS ARE PRESENTED AT BIMONTHLY BOARD MEETINGS WHICH ARE OPEN TO THE PUBLIC. THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE UWBB WEBSITE. GOVERNANCE DOCUMENTS AND CONFLICT OF INTEREST POLICY DOCUMENTS ARE AVAILABLE UPON REQUEST. THE ORGANIZATION MAKES ITS THREE MOST RECENT 990 FILINGS AVAILABLE TO THE PUBLIC UPON REQUEST.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2014

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: UNITED WAY LEADS A COLLECTIVE ACTION TO CREATE A COMMUNITY OF HEALTHY BABIES, SUCCESSFUL STUDENTS, RESPONSIBLE ADULTS, AND ACTIVE SENIORS.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	34
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	34
5	Total number of individuals employed in calendar year 2014 (Part V, line 2a) ......	5	22
6	Total number of volunteers (estimate if necessary) .............	6	1,533
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

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	4,429,508	4,503,252
9	Program service revenue (Part VIII, line 2g) .........	5,000	10,000
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	167,297	127,168
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	92,454	67,969
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	4,694,259	4,708,389
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	3,157,876	2,862,554
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	999,251	1,166,039
16a	Professional fundraising fees (Part IX, column (A), line 11e).....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 400,828
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	503,655	570,631
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	4,660,782	4,599,224
19	Revenue less expenses. Subtract line 18 from line 12.......	33,477	109,165
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	4,954,396	4,598,913
21	Total liabilities (Part X, line 26).............	4,205,731	3,880,712
22	Net assets or fund balances. Subtract line 21 from line 20.....	748,665	718,201

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 2,688,216 including grants of $ 2,688,216 ) (Revenue $ 2,688,216 )
	Funds for the agency programs come from the contributions of United Way of the Big Bend (UWBB) supporters through THE annual fundraising campaign. The Community Campaign AND Leon County Schools Campaign solicit monetary support from the corresponding constituents. uwbb SUPPORTED 202 PROGRAMS WHICH TRANSLATED INTO 410,000 SERVICE ENCOUNTERS in Franklin, Gadsden, Jefferson, Leon, Liberty, Madison, Taylor and Wakulla counties. THE Allocation of funds is based on the decision of the Community Investment Team, COMPRISED OF UP TO 110 volunteers knowledgeable about the community's needs. A panel of volunteers reviews each agency's finances, programs, facilities, and long-range plan within the broad framework of community needs. After thorough analysis, these volunteers recommend how THE FUNDS ARE ALLOCATED TO EACH AGENCY PROGRAM.

4b	(Code: ) (Expenses $ 90,099 including grants of $ 90,099 ) (Revenue $ )
	The ReadingPals Initiative focuses on early literacy intervention and reading readiness. Caring adults are matched one-to-one with a student who has been identified as a struggling reader. Using a developed curriculum, each ReadingPal commits one hour a week for the entire school year to read to the same child and work on literacy skills. Each student takes home a brand new book every week. For the 2014-15 school year, 250 ReadingPals volunteers were trained and deployed in 13 schools in Leon & Gadsden Counties and read to 238 students. Of the 238 students, 112 students were both pre-and post- tested. In the areas of both letter naming fluency and reading curriculum-based measurement, the ReadingPals students outperformed the overall district in growth percentages. Specifically, for the Reading curriculum-based measurement test, the ReadingPals students increased their scores on average of three times the rate of their peers who did not receive the additional intervention. Approximately 5,400 books were distributed as part of the ReadingPals Initiative. Students participating in the ReadingPals program increased reading scores on average at three times the rate of their peers that did not receive assistance.

4c	(Code: ) (Expenses $ 61,883 including grants of $ ) (Revenue $ )
	The Volunteer Income Tax Assistance (VITA) effort (part of our financial stability effort titled Believe, Earn, Save, Thrive - B.E.S.T.) offers free tax preparation by IRS-certified volunteers. This fast and free service helps Big Bend residents avoid predatory income tax preparers and costly refund anticipation loans. In the 2015 tax season, VITA prepared free tax returns for 3,913 residents saving them more than $821,730 in tax preparation fees, enabling families to claim $1,052,600 in Earned Income Tax Credits, and bringing more than $4,700,300 million in tax refunds back into the community.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 947,904 including grants of $ ) (Revenue $ )
4e	Total program service expenses3,788,102

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	352,339	0	31,711

(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 0

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512-514
1a	Federated campaigns..1a
b	Membership dues....1b
c	Fundraising events....1c
d	Related organizations...1d
e	Government grants (contributions)1e

f	All other contributions, gifts, grants, and similar amounts not included above1f		4,503,252

g	Noncash contributions included in lines 1a-1f:$
h	Total. Add lines 1a-1f.......			4,503,252
			Business Code
2a	LE SPONSORSHIP		900099	10,000	10,000
b
c
d
e
f	All other program service revenue .
g	Total. Add lines 2a–2f........			10,000
3	Investment income (including dividends, interest, and other similar amounts).......			56,611			56,611
4	Income from investment of tax-exempt bond proceeds..			0
5	Royalties...........			0
		(i) Real	(ii) Personal
6a	Gross rents	11,330
b	Less: rental expenses
c	Rental income or (loss)	11,330	0
d	Net rental income or (loss).......			11,330			11,330
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	886,043
b	Less: cost or other basis and sales expenses	815,486
c	Gain or (loss)	70,557
d	Net gain or (loss)..........			70,557			70,557
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ..
	a		179,208
b	Less: direct expenses ...b		125,006
c	Net income or (loss) from fundraising events..			54,202			54,202
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...			0
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..			0
Miscellaneous Revenue			Business Code
11a	MISCELLANEOUS INCOME		900099	2,437	2,437
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			2,437
12	Total revenue. See Instructions......			4,708,389	12,437		192,700


				(A) Beginning of year		(B) End of year
1	Cash–non-interest-bearing .............			98,218	1	71,827
2	Savings and temporary cash investments .........			483,484	2	439,244
3	Pledges and grants receivable, net ...........			1,629,676	3	1,491,398
4	Accounts receivable, net .............			14,447	4	133,562
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
				0	5	0
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
				0	6	0
7	Notes and loans receivable, net .............			0	7	0
8	Inventories for sale or use ..............			0	8	0
9	Prepaid expenses and deferred charges ..........			11,170	9	20,099
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,286,704
b	Less: accumulated depreciation .....	10b	609,121	702,231	10c	677,583
11	Investments—publicly traded securities ..........			2,015,170	11	1,765,200
12	Investments—other securities. See Part IV, line 11 .....			0	12	0
13	Investments—program-related. See Part IV, line 11 .....			0	13	0
14	Intangible assets ...............			0	14	0
15	Other assets. See Part IV, line 11 ...........			0	15	0
16	Total assets. Add lines 1 through 15 (must equal line 34)......			4,954,396	16	4,598,913
17	Accounts payable and accrued expenses .........			4,051,510	17	3,680,119
18	Grants payable .................			0	18	0
19	Deferred revenue ................			79,221	19	50,593
20	Tax-exempt bond liabilities .............			0	20	0
21	Escrow or custodial account liability. Complete Part IV of Schedule D..			0	21	0
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..........			0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..			75,000	23	150,000
24	Unsecured notes and loans payable to unrelated third parties ....			0	24	0
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....................			0	25	0
26	Total liabilities. Add lines 17 through 25.........			4,205,731	26	3,880,712
	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............			427,832	27	417,513
28	Temporarily restricted net assets ...........			210,833	28	190,688
29	Permanently restricted net assets ...........			110,000	29	110,000
	Organizations that do not follow SFAS 117 (ASC 958), check here 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 ...........			748,665	33	718,201
34	Total liabilities and net assets/fund balances ........			4,954,396	34	4,598,913