Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
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.") .... | 983,295 | 1,043,215 | 1,105,064 | 924,726 | 859,559 | 4,915,859 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 983,295 | 1,043,215 | 1,105,064 | 924,726 | 859,559 | 4,915,859 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 4,915,859 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 983,295 | 1,043,215 | 1,105,064 | 924,726 | 859,559 | 4,915,859 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 1,155 | 725 | 534 | 245 | 511 | 3,170 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 2,870 | 2,870 | ||||
| 11 | Total support Add lines 7 through 10. | 4,921,899 | |||||
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.) | ||||||
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.).. | ||||||
| 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) | |||||
| 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 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 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) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | MISCELLANEOUS - 2014 AMOUNT: $ 2,870. |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART I, LINE 1 - MISSION | THE VICTORIA COUNTY UNITED WAY WORKS TO ADVANCE THE COMMON GOOD. THIS MEANS CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL. THIS IS ACCOMPLISHED THROUGH OUR FUNDING OF PROGRAMS AND INITIATIVES PROVIDED BY PARTNER AGENCIES, PARTICIPATION IN COLLABORATIVE EFFORTS AND INVOLVING OUR COMMUNITY IN SOLUTIONS THAT BENEFIT ALL OF US. WHEN WE REACH OUT A HAND TO ONE, WE INFLUENCE THE CONDITION OF ALL. OUR LEADERSHIP UNDERSTANDS THAT WE ALL WIN WHEN A CHILD SUCCEEDS IN SCHOOL, WHEN FAMILIES ARE FINANCIALLY STABLE AND WHEN PEOPLE HAVE GOOD HEALTH. THESE RESULTS AND CHANGES HAVE BENEFITS THAT RIPPLE OUT TO THE COMMUNITY AS A WHOLE. MORE THAN 60 YEARS, VICTORIA COUNTY UNITED WAY HAS HELD A REPUTATION AS OUR COMMUNITY'S FUNDRAISER, BUT UNITED WAY DOESN'T JUST RAISE MONEY. TODAY'S UNITED WAY IS A FOCUSED, RESULTS-DRIVEN SYSTEM WORKING YEAR-ROUND TO CHANGE COMMUNITY CONDITIONS AND CREATE LASTING SOLUTIONS. MUCH LIKE A "GENERAL CONTRACTOR" MANAGES ALL ASPECTS OF CONSTRUCTING A BUILDING, WE MANAGE PEOPLE AND RESOURCES TO CREATE LASTING, POSITIVE SOLUTIONS IN LIVES THAT NEED IT MOST. THROUGH STRONG PARTNERSHIPS WITH VOLUNTEERS, LOCAL BUSINESS, GOVERMENT AND NONPROFIT ORGANIZATIONS, UNITED WAY ACCOMPLISHES WHAT NO ONE CAN DO ALONE. THERE ARE BASIC THINGS THAT WE ALL NEED FOR A GOOD LIFE: A QUALITY EDUCATION THAT LEADS TO A STABLE JOB, INCOME THAT CAN SUPPORT A FAMILY THROUGH RETIREMENT, AND GOOD HEALTH. TOGETHER, WE CAN BUILD A BETTER COMMUNITY IN VICTORIA AND DEWITT COUNTIES. |
| FORM 990, PART III, LINE 1 | MISSION: TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF VICTORIA COUNTY COMMUNITIES. VISION: WE WILL BUILD STRONGER, SAFER, AND HEALTHIER COMMUNITIES BY ENERGIZING AND INSPIRING PEOPLE TO MAKE A DIFFERENCE AND TOGETHER IMPROVE PEOPLE'S LIVES. TO DO, THIS WE WILL: (1) ENERGIZE AND INSPIRE PEOPLE TO MAKE A DIFFERENCE, (2) CRAFT HUMAN CARE AGENDAS WITHIN AND ACROSS OUR COMMUNITIES, (3) BUILD COALITIONS AND PARTNERSHIPS AROUND THESE AGENDAS, (4) INCREASE INVESTMENTS IN THESE AGENDAS BY EXPANDING AND DIVERSIFYING OUR OWN DEVELOPMENT EFFORTS AND SUPPORTING THOSE OF OTHERS, (5) MEASURE, COMMUNICATE, AND LEARN FROM THE IMPACT OF OUR EFFORTS AND (6) REFLECT THE DIVERSITY OF THE COMMUNITIES WE SERVE STRATEGIC GOAL: TO ACHIEVE MEASURABLE RESULTS IN THREE AREAS: (1) EDUCATION - HELPING INDIVIDUALS ACHIEVE THEIR POTENTIAL, (2) INCOME - HELPING FAMILIES BECOME STABLE AND INDEPENDENT AND (3) HEALTH - IMPROVING PEOPLE'S HEALTH. |
| FORM 990, PART III, LINE 4A | EDUCATION: HELPING INDIVIDUALS ACHIEVE THEIR POTENTIAL - IMPROVING ACCESS TO QUALITY, AFFORDABLE CHILD CARE - PARTNERING WITH SCHOOLS AND PARENTS - PROVIDING AFTER-SCHOOL AND MENTORING PROGRAMS FOR AT-RISK YOUTH LOCAL PARTNER AGENCIES: BOYS & GIRLS CLUB, COMMUNITY ACTION AGENCY, COMMUNITIES IN SCHOOLS, VICTORIA, ADULT LITERACY CENTER, YMCA OF THE GOLDEN CRESCENT INCOME: HELPING FAMILIES BECOME STABLE AND INDEPENDENT - SUPPORTING BASIC NEEDS - HELPING HARDWORKING PEOPLE OBTAIN JOB TRAINING AND FAMILY-SUSTAINING WAGES - INCREASING AFFORDABLE HOUSING FOR FAMILIES LOCAL PARTNER AGENCIES: AMERICAN RED CROSS, GULF BEND CENTER, FOOD BANK OF THE GOLDEN CRESCENT, GOLDEN CRESCENT HABITAT FOR HUMANITY, PERPETUAL HELP HOME, VICTORIA CHRISTIAN ASSISTANCE MINISTRY, VICTORIA COUNTY SENIOR CITIZENS HEALTH: IMPROVING PEOPLE'S HEALTH - INCREASING ACCESS TO CRITICAL HEALTHCARE SERVICES - REDUCING SUBSTANCE ABUSE, CHILD ABUSE AND DOMESTIC VIOLENCE - INCREASING HEALTH EDUCATION AND PREVENTIVE CARE LOCAL PARTNER AGENCIES: BILLY T. CATTAN RECOVERY OUTREACH, GOLDEN CRESCENT CASA, MID-COAST FAMILY SERVICES, HOPE OF SOUTH TEXAS, STARS |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE 990 IS PROVIDED TO THE GOVERNING BODY BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ENFORCEMENT OF CONFLICTS POLICY ANNUALLY THE VICTORIA COUNTY UNITED WAY (VCUW) BOARD MEMBERS ARE REQUIRED TO ANNUALLY SUBMIT AN UPDATED "CONFLICT OF INTEREST POLICY & DISCLOSURE FORM." |
| FORM 990, PART VI, SECTION B, LINE 15A | THE SEARCH COMMITTEE & CHAIRMAN OF THE BOARD CONSULTED WITH BOTH THE UWWW AND UWTX AND ALSO REVIEWED BENCHMARKING & MIDPOINT DATA FOR SIMILAR SIZE LOCAL UW ORGANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS DISCLOSURE EXPLANATION DOCUMENTS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION'S PROCESS FOR ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR HAVE NOT CHANGED FROM THE PRIOR YEAR. |
| FORM 990, PART XI, LINE 8 | PRIOR PERIOD ADJUSTMENT DURING THE FISCAL YEAR ENDED JUNE 30, 2015, THE ORGANIZATION NOTED AN ERROR IN THE PREVIOUS YEAR'S PROMISES TO GIVE RECEIVABLE BALANCE AT YEAR-END. THE PROMISES TO GIVE RECEIVABLE AT JUNE 30, 2014 WAS OVERSTATED BY $38,793 DUE TO DESIGNATED PLEDGES TO OTHER AGENCIES WAS INCLUDED IN THE ORGANIZATIONS PROMISES TO GIVE RECEIVABLE. THE ORGANIZATION RECORDED A PRIOR PERIOD ADJUSTMENT TO RESTATE THE BEGINNING NET ASSETS BY DECREASING PROMISES TO GIVE RECEIVABLE AND DECREASING BEGINNING NET ASSETS IN THE AMOUNT OF $38,793. THE ADJUSTMENT HAD NO EFFECT ON THE CURRENT YEARS CHANGE IN NET ASSETS. |
| SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION | VICTORIA COUNTY UNITED WAY, INC. 4407 LILAC SUITE B VICTORIA, TX 77901 EMPLOYER IDENTIFICATION NUMBER: 74-6024990 FOR THE YEAR ENDING JUNE 30, 2015 VICTORIA COUNTY UNITED WAY, INC. IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). |
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