TY 2022 Form 990

- TIN:

Form990

Department of the TreasuryInternal Revenue Service

Return of Organization Exempt From Income Tax

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

Do not enter social security numbers on this form as it may be made public.

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

A For the 2021 calendar year, or tax year beginning 04-01-2022 , and ending 03-31-2023

BCheck if applicable: Address change Name change Initial return Final return/terminated Amended return Application pending

CName of organization
United Way of Greater Houston

Doing business as

Number and street (or P.O. box if mail is not delivered to street address)
50 Waugh Drive

Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Houston, TX770075813

D Employer identification number

74-1167964

E Telephone number

G Gross receipts $ 66,586,653

F Name and address of principal officer:
Amanda McMillian
50 Waugh Drive
Houston,TX770075813

Tax-exempt status: 501(c)(3) 501(c) ( ) LeftBullet

(insert no.) 4947(a)(1) or 527

Website:

www.unitedwayhouston.org

H(a)

Is this a group return for
subordinates? Yes No

H(b)

Are all subordinates
included?

Yes No

If "No," attach a list. See instructions.

H(c)

Group exemption number MediumBullet

K Form of organization: Corporation Trust Association Other MediumBullet

L Year of formation: 1922

M State of legal domicile: TX

Part I

Summary

1	Briefly describe the organization’s mission or most significant activities: See Schedule O We work together to improve lives, build a stronger community, and create meaningful opportunities for people to prosper.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	51
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	51
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	207
6	Total number of volunteers (estimate if necessary) .............	6	7,000
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	61,358,826	61,540,572
9	Program service revenue (Part VIII, line 2g) .........	2,170,513	620,094
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	514,844	382,645
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	-11,606	-93,370
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	64,032,577	62,449,941
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	65,034,887	36,593,309
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)	15,720,804	15,446,916
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	159,000	162,000
b	Total fundraising expenses (Part IX, column (D), line 25) 6,191,282
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	9,546,157	9,700,663
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	90,460,848	61,902,888
19	Revenue less expenses. Subtract line 18 from line 12.......	-26,428,271	547,053
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	90,238,589	87,814,609
21	Total liabilities (Part X, line 26).............	40,658,786	39,510,757
22	Net assets or fund balances. Subtract line 21 from line 20.....	49,579,803	48,303,852

Part II

Signature Block

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

Sign Here

	Signature of officer	Date

	Type or print name and title

Paid Preparer Use Only

Print/Type preparer's name

Preparer's signature

Date

Check if
self-employed

PTIN

Firm's name MediumBullet

Firm's EIN MediumBullet

Firm's address MediumBullet

Phone no.

May the IRS discuss this return with the preparer shown above? (see instructions) ..........YesNo

For Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 11282Y Form 990 (2021)

Form 990 (2021)

Page 2

Part III

Statement of Program Service Accomplishments

Check if Schedule O contains a response or note to any line in this Part III..............

Briefly describe the organization’s mission: United Way works together to improve lives, build a stronger community, and create meaningful opportunities for people to prosper.

Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ..................... Yes No

If "Yes," describe these new services on Schedule O.

Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ........................... Yes No

If "Yes," describe these changes on Schedule O.

Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.


4a	(Code: ) (Expenses $ 40,654,782 including grants of $ 34,252,501 ) (Revenue $ 218,478 )
	See Schedule OCreating Opportunities for People to Prosper - Together we work to create opportunities for individuals and families to thrive and to achieve what every family wants: a pathway to self-sufficiency and a sustainable quality of life. This work and our investments are focused on ALICE (Asset Limited, Income Constrained, Employed). ALICE represents those who are working but struggle to afford the basic necessities of housing, food, childcare, health care, and transportation. Guided by research and data, United Way focuses on and invests in high-quality programs aimed at serving ALICE and those living below the Federal Poverty Level, a group which collectively makes up 47% of the population in the Greater Houston Area. Last year, through the various programs of this initiative, United Way assisted the following groups in the Greater Houston Area: - More than 700,000 individuals received help rebuilding their lives after crises through basic needs assistance, mental health services, housing and emergency shelter, domestic violence services, substance abuse services and assistance with needs such as transportation and life skills.- Families and neighborhoods received help becoming self-sufficient and strong through job skills and career readiness, financial coaching and literacy courses, credit-building, parenting classes, family counseling, health care and basic needs assistance through the United Way THRIVE collaborative which gives families the tools, resources, and support to achieve financial stability.- Young people received help building a foundation for future success through early childhood education, out-of-school enrichment, mentors, summer grants, and other academic, parent, and family engagement support through our United Way Bright Beginnings, Out 2 Learn, MATH programs, and partnerships.- Seniors remained strong and independent through help with daily living, nutritious meals, home visits and care, social interaction and a citywide support network and advocacy for senior issues.

4b	(Code: ) (Expenses $ 9,061,251 including grants of $ 1,057,200 ) (Revenue $ 401,616 )
	See Schedule OCommunity Outreach services/programs: 2-1-1 Texas/United Way HELPLINE - In 2022, the 2-1-1 Texas/United Way HELPLINE celebrated 20 years of operations and connected 1.2 million of our neighbors with help, hope, and critical resources, though live chat, text, and chatbot services. With 20 years of experience, new partnerships, and more ways than ever to connect, 211 is proud to be one our community's most valuable resources. The 2-1-1 Texas/United Way HELPLINE operates 24/7, 365 days per year, and is a free and confidential service staffed by trained specialists who speak a variety of languages and find real answers for callers as they work the largest helpline of its kind in the country with one of the most comprehensive social services databases in the state. United Way Centers - United Way Centers across our 4-county region increase access to and availability of health and human services in our community. At these centers, located in the Bay Area of Harris County, Fort Bend County, Montgomery County, and Waller County, community members can access 37 agencies providing 58 programs. At each center, clients can access services like financial and employment coaching, physical and behavioral health care, basic needs assistance, immigration assistance, and senior and youth programs.United Way Nonprofit Connection - United Way believes that a strong nonprofit sector is essential to a strong community. Nonprofit Connection continues to be Houston's primary resource for nonprofit management and leadership development, providing leadership development, consulting, training and technical assistance, all designed to increase organizational effectiveness. United Way does this through its Power Tools for Nonprofits conference, its Emerging Leadership Institute, its Board Fair, its Project Blueprint program and other leadership programs. In 2022, the Power Tools event drew more than 700 people for sessions such as sustaining the viability of nonprofits in tough economic climates and increasing staff and volunteer morale, productivity, and creativity, including a track on diversity, equity, and inclusion. In 2022, Project Blueprint celebrated its 35th year. This class prepares emerging and current leaders in our multicultural community for leadership on nonprofit and public sector boards. In addition to our nonprofit and corporate partners, United Way of Greater Houston partners with a variety of organizations that enhance and enrich the work we do and help strengthen our United Way network and our community.The Community Resource Center Facility space, located at our 50 Waugh Drive building, is made available at no/low cost to nonprofits and community organizations.

4c	(Code: ) (Expenses $ 1,322,755 including grants of $ 1,283,608 ) (Revenue $ )
	See Schedule ODisaster Preparedness and Recovery - In times of disaster, United Way of Greater Houston provides critical information and resources to invest in immediate relief and to lead long-term recovery efforts. Year-round, we plan, prepare, and work to help our neighbors and our community be better positioned when disaster strikes. In April 2022, United Way of Greater Houston partnered with OneStar to bring the annual Houston Nonprofit Disaster Summit to the entire Lone Star State. Year-round, United Way of Greater Houston leads and convenes Long-Term Recovery Committees representing each county in our service area: Fort Bend Recovers, Harris County Long-Term Recovery Committee, MC Cares, and Waller County Recovery Committee. The funds raised for disaster and long-term preparedness are not considered campaign revenue and are not commingled with any other revenue or any other internal or external fund.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses51,038,788

Form 990 (2021)

Page 3

Part IV

Checklist of Required Schedules

Yes

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A Click to see attachment

List of Attached Documents:

// Content

.....................

Yes

Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment

List of Attached Documents:

// Content

...

Yes

Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I Click to see attachment

List of Attached Documents:

// Content

.............

Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II Click to see attachment

List of Attached Documents:

// Content

.........

Yes

Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III Click to see attachment

List of Attached Documents:

// Content

Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I Click to see attachment

List of Attached Documents:

// Content

.........................

Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II Click to see attachment

List of Attached Documents:

// Content

....

Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III Click to see attachment

List of Attached Documents:

// Content

..............

Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV Click to see attachment

List of Attached Documents:

// Content

..............

Yes

Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......

If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.

Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment

List of Attached Documents:

// Content

...................

11a

Yes

Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII Click to see attachment

List of Attached Documents:

// Content

.......

11b

Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII Click to see attachment

List of Attached Documents:

// Content

.......

11c

Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX Click to see attachment

List of Attached Documents:

// Content

............

11d

Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X Click to see attachment

List of Attached Documents:

// Content

11e

Yes

Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X Click to see attachment

List of Attached Documents:

// Content

11f

12a

Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII Click to see attachment

List of Attached Documents:

// Content

......................

12a

Yes

Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment

List of Attached Documents:

// Content

12b

Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E

14a

Did the organization maintain an office, employees, or agents outside of the United States? .....

14a

Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........

14b

Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....

Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...

Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. .... Click to see attachment

List of Attached Documents:

// Content

Yes

Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment

List of Attached Documents:

// Content

Yes

Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III................... Click to see attachment

List of Attached Documents:

// Content

20a

Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....

20a

If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?

20b

Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II..... Click to see attachment

List of Attached Documents:

// Content

Yes

Form 990 (2021)

Page 4

Part IV

Checklist of Required Schedules (continued)

Yes

Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment

List of Attached Documents:

// Content

Yes

Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment

List of Attached Documents:

// Content

Yes

24a

Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............

24a

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...

24b

Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............

24c

Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...

24d

25a

Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....

25a

Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................

25b

Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........

Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?

If "Yes," complete

Schedule L, Part III.........................

Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):

A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................

28a

A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....

28b

A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................

28c

Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M.. Click to see attachment

List of Attached Documents:

// Content

Yes

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M ................. Click to see attachment

List of Attached Documents:

// Content

Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................

Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............

Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................

35a

Did the organization have a controlled entity within the meaning of section 512(b)(13)?

35a

If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...

35b

Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............

Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI

Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............

Yes

Part V

Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........

Yes

Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..

Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .

Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................

Yes

Form 990 (2021)

Page 5

Part V

Statements Regarding Other IRS Filings and Tax Compliance (continued)

Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................

207

If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.

Yes

Did the organization have unrelated business gross income of $1,000 or more during the year?...

If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...

At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..

If "Yes," enter the name of the foreign country: MediumBullet

See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............

Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...

If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................

Organizations that may receive deductible contributions under section 170(c).

Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................

Yes

If "Yes," did the organization notify the donor of the value of the goods or services provided? .....

Yes

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................

If "Yes," indicate the number of Forms 8282 filed during the year ....

Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..

If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................

If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................

Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........

Sponsoring organizations maintaining donor advised funds.

Did the sponsoring organization make any taxable distributions under section 4966?........

Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...

Section 501(c)(7) organizations. Enter:

Initiation fees and capital contributions included on Part VIII, line 12 ...

10a

Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

10b

Section 501(c)(12) organizations. Enter:

Gross income from members or shareholders .........

11a

Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........

11b

12a

Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?

12a

If "Yes," enter the amount of tax-exempt interest received or accrued during the year.

12b

Section 501(c)(29) qualified nonprofit health insurance issuers.

Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.

13a

Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....

13b

Enter the amount of reserves on hand ............

13c

14a

Did the organization receive any payments for indoor tanning services during the tax year?.....

14a

If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..

14b

Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.

Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.

Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.

Form 990 (2021)

Page 6

Part VI

Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.

Check if Schedule O contains a response or note to any line in this Part VI..............

Section A. Governing Body and Management

Yes

Enter the number of voting members of the governing body at the end of the tax year

If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.

Enter the number of voting members included in line 1a, above, who are independent

Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................

Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .

Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .

Did the organization become aware during the year of a significant diversion of the organization’s assets? .

Did the organization have members or stockholders? ................

Yes

Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................

Yes

Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................

Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:

The governing body? .......................

Yes

Each committee with authority to act on behalf of the governing body? ............

Yes

Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)

Yes

10a

Did the organization have local chapters, branches, or affiliates? ............

10a

If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?

10b

11a

Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................

11a

Yes

Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....

12a

Did the organization have a written conflict of interest policy? If "No," go to line 13.......

12a

Yes

Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................

12b

Yes

Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................

12c

Yes

Did the organization have a written whistleblower policy? ...............

Yes

Did the organization have a written document retention and destruction policy? .........

Yes

Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

The organization’s CEO, Executive Director, or top management official ...........

15a

Yes

Other officers or key employees of the organization ................

15b

Yes

If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.

16a

Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................

16a

If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............

16b

Section C. Disclosure

List the states with which a copy of this Form 990 is required to be filed MediumBullet

Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.

Own website Another's website Upon request Other (explain in Schedule O)

Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.

State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBullet

Jaideep Hebbar VP & CSFO50 Waugh Drive Houston,TX770075813 (713) 685-2300

Form 990 (2021)

Page 7

Part VII

Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors

Check if Schedule O contains a response or note to any line in this Part VII..............

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet

List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."

List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.

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

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

See the instructions for the order in which to list the persons above.

Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) Willie Chiang...................................................................... Chair	2.00 ................. 0.00	X	X	0	0	0
(2) Amy Chronis...................................................................... Secretary	2.00 ................. 0.00	X	X	0	0	0
(3) Dorothy Ables...................................................................... Trustee	2.00 ................. 0.00	X		0	0	0
(4) Esi Akinosho...................................................................... Trustee	2.00 ................. 0.00	X		0	0	0
(5) David Baker...................................................................... Trustee	2.00 ................. 0.00	X		0	0	0
(6) Steve Bergstrom...................................................................... Trustee	2.00 ................. 0.00	X		0	0	0
(7) Marc Boom...................................................................... Trustee	2.00 ................. 0.00	X		0	0	0
(8) David L Callender...................................................................... Trustee	2.00 ................. 0.00	X		0	0	0
(9) Antonio Tony Canales...................................................................... Trustee	2.00 ................. 0.00	X		0	0	0
(10) Chris Champion...................................................................... Trustee	2.00 ................. 0.00	X		0	0	0
(11) Cynthia Colbert...................................................................... Trustee	2.00 ................. 0.00	X		0	0	0
(12) Lesia Crumpton-Young...................................................................... Trustee	2.00 ................. 0.00	X		0	0	0
(13) Paula DesRoches...................................................................... Trustee	2.00 ................. 0.00	X		0	0	0
(14) Daniel Cardinal DiNardo...................................................................... Trustee	2.00 ................. 0.00	X		0	0	0
(15) Leslie Duke...................................................................... Trustee	2.00 ................. 0.00	X		0	0	0
(16) Tina Faraca...................................................................... Trustee	2.00 ................. 0.00	X		0	0	0
(17) Clint Follette...................................................................... Trustee	2.00 ................. 0.00	X		0	0	0

Form 990 (2021)

Page 8

Part VII

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)				(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) Jesse Gelsomini........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(19) Marty Goossen........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(20) Mary Beth Gracy........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(21) Scott Hallam........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(22) Cynthia Hansen........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(23) John Johnson........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(24) Sandy Johnson........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(25) Daniel Kalms........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(26) Ryan Lance........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(27) Rabbi David Lyon........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(28) Liam Mallon........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(29) Nataly Marks........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(30) Ralph Martinez........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(31) Lilyanne McClean........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(32) Wayne McConnell........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(33) Nancy A Meyer........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(34) Desrye Morgan........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(35) Ron Oran........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(36) Armando Perez........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(37) Tandra Perkins........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(38) Doug Pferdehirt........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(39) Dianne Ralston........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(40) Tracie J Renfroe........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(41) Jamey Rootes........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(42) Joe Rovig........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(43) Becky Rush........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(44) Steve Stephens........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(45) Eric Tanzberger........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(46) Christi Thoms-Knox........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(47) Sam Tucker........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(48) Marc Watts........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(49) Donna Sims Wilson........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(50) Don Woo........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(51) Melissa Young........................................................................ Trustee	2.00 .......................0.00	X				0	0	0
(52) Amanda McMillian........................................................................ President & CEO	50.00 .......................0.00		X			394,355	0	50,884
(53) Jaideep Hebbar........................................................................ VP & CSFO	50.00 .......................0.00		X			234,025	0	29,620
(54) Wendy M Johnson........................................................................ VP, HR & Chief Admin. Officer	50.00 .......................0.00			X		189,416	0	15,740
(55) Margaret M Oser........................................................................ VP, Mission & Strategy	50.00 .......................0.00			X		193,879	0	23,923
(56) Angel Harris........................................................................ VP & Chief Adv. Officer	50.00 .......................0.00			X		283,891	0	26,199
(57) Mary Vazquez........................................................................ VP, Community Outreach	50.00 .......................0.00			X		179,007	0	44,563
(58) Veronica Hagerty........................................................................ AVP, Community Relations	50.00 .......................0.00				X	150,808	0	23,097
(59) Jeffrey Nash........................................................................ AVP, Innovation & Data Mgt	50.00 .......................0.00				X	152,704	0	40,469
(60) Barbara L Walker........................................................................ AVP, Donor Relations	50.00 .......................0.00				X	184,208	0	27,816
(61) Virginia Breaux........................................................................ AVP, Acctg & Campaign Processing	50.00 .......................0.00				X	153,786	0	24,516
(62) Deborah Span-Bailey........................................................................ AVP, Donor Relations	50.00 .......................0.00				X	139,756	0	22,773

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	2,255,835	0	329,600

Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet

Yes

Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............

For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................

Yes

Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........

Section B. Independent Contractors

Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.

(A) Name and business address	(B) Description of services	(C) Compensation
Patient Care Intervention Center 3701 Kirby Dr Suite 1133 Houston,TX77098	Consulting	711,686
GardaWorld Security Services 13333 NW Freeway Houston,TX77040	Security	312,841
Boston Children's Hospital 300 Longwood Avenue Boston,MA02115	Evaluation services	273,333
LHH Recruitment Solutions 3900 Essex Ln Houston,TX77027	Employment services	228,476
Deutser LLC 5847 San Felipe St Ste 2500 Houston,TX77057	Consulting	197,159
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 15

Form 990 (2021)

Page 9

Part VIII

Statement of Revenue

Check if Schedule O contains a response or note to any line in this Part VIII.............

(A)
Total revenue

(B)
Related or
exempt
function
revenue

(D)
Revenue
excluded from
tax under sections
512 - 514

1a	Federated campaigns..		1a	48,628,317
b	Membership dues..		1b
c	Fundraising events..		1c	299,884
d	Related organizations		1d
e	Government grants (contributions)		1e	2,967,568

f	All other contributions, gifts, grants, and similar amounts not included above		1f	9,644,803

g	Noncash contributions included in lines 1a - 1f:$		1g	1,234,612

h Total. Add lines 1a-1f.......		61,540,572

		Business Code
2a	Support services	561000	322,847	322,847
b	Referral services/other	561000	218,478	218,478
c	MAP registration	561000	78,769	78,769
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		620,094

3 Investment income (including dividends, interest, and othersimilar amounts) ......			533,786			533,786
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		3,842,338	7a
b	Less: cost or other basis and sales expenses		3,993,479	7b
c	Gain or (loss)		-151,141	7c
d	Net gain or (loss).........			-151,141			-151,141
8a	Gross income from fundraising events (not including $ 299,884of contributions reported on line 1c). See Part IV, line 18 ....
			8a	49,863
b	Less: direct expenses ...		8b	143,233
c	Net income or (loss) from fundraising events..			-93,370			-93,370
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			62,449,941	620,094	0	289,275

Form 990 (2021)

Page 10

Part IX

Statement of Functional Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.		(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	35,348,557	35,348,557
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	1,244,752	1,244,752
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	1,665,502	919,155	332,880	413,467
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	10,722,785	5,917,675	2,143,132	2,661,978
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	790,803	436,426	158,056	196,321
9	Other employee benefits .......	1,408,550	777,348	281,523	349,679
10	Payroll taxes ...........	859,276	474,216	171,741	213,319
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	1,543	855	688
c	Accounting ...........	72,378		72,378
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17	162,000			162,000
f	Investment management fees ......	39,832		39,832
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	2,861,421	1,741,445	555,725	564,251
12	Advertising and promotion ....	388,390	194,195		194,195
13	Office expenses .......	556,238	261,982	154,984	139,272
14	Information technology ......	1,024,494	610,232	78,303	335,959
15	Royalties ..
16	Occupancy ...........	2,047,086	1,683,242	157,800	206,044
17	Travel ............	110,988	42,102	46,308	22,578
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	454,175	123,720	39,452	291,003
20	Interest ...........
21	Payments to affiliates .......	690,628	401,257	149,948	139,423
22	Depreciation, depletion, and amortization ..	1,354,063	830,853	223,014	300,196
23	Insurance ...	72,353	20,545	50,495	1,313
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	Dues & subscriptions	27,074	10,231	16,559	284
b
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	61,902,888	51,038,788	4,672,818	6,191,282
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).

Form 990 (2021)

Page 11

Part X

Balance Sheet

Check if Schedule O contains a response or note to any line in this Part IX..............

				(A) Beginning of year		(B) End of year

1	Cash–non-interest-bearing ........				1
2	Savings and temporary cash investments .........			10,195,086	2	13,476,194
3	Pledges and grants receivable, net ......			28,027,576	3	25,535,021
4	Accounts receivable, net .............			28,602	4	43,859
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			29,200	8	29,039
9	Prepaid expenses and deferred charges ......			181,421	9	455,381
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	48,003,550
b	Less: accumulated depreciation	10b	19,668,164	29,000,052	10c	28,335,386
11	Investments—publicly traded securities .			22,589,830	11	17,186,748
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			186,822	15	2,752,981
16	Total assets. Add lines 1 through 15 (must equal line 33)...			90,238,589	16	87,814,609

17	Accounts payable and accrued expenses .....	1,821,572	17	2,220,748
18	Grants payable ...	37,935,233	18	33,316,084
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D	901,981	21	1,296,623
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	0	25	2,677,302
26	Total liabilities. Add lines 17 through 25..	40,658,786	26	39,510,757

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	45,095,653	27	41,723,358
28	Net assets with donor restrictions ...........	4,484,150	28	6,580,494
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	49,579,803	32	48,303,852
33	Total liabilities and net assets/fund balances ........	90,238,589	33	87,814,609

Form 990 (2021)

Page 12

Part XI

Reconcilliation of Net Assets

Check if Schedule O contains a response or note to any line in this Part XI..............

Total revenue (must equal Part VIII, column (A), line 12) ............

62,449,941

Total expenses (must equal Part IX, column (A), line 25) ............

61,902,888

Revenue less expenses. Subtract line 2 from line 1 ..............

547,053

Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..

49,579,803

Net unrealized gains (losses) on investments ...............

-1,823,004

Donated services and use of facilities .................

Investment expenses .....................

Prior period adjustments .....................

Other changes in net assets or fund balances (explain in Schedule O) ........

Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))

48,303,852

Part XII

Financial Statements and Reporting

Check if Schedule O contains a response or note to any line in this Part XII.............

Yes

Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.

Were the organization’s financial statements compiled or reviewed by an independent accountant?

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

Were the organization’s financial statements audited by an independent accountant?

Yes

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?

Yes

If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.

As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?

Yes

If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.

Yes

Form 990 (2021)

Additional Data

Software ID:
Software Version:

Form 990, Special Condition Description:

Special Condition Description

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

Name of the organization

United Way of Greater Houston

Employer identification number

74-1167964

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 12, 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 (Form 990).)

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 agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% 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 33 1/3% 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 on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

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 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2022

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 failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	67,684,814	68,255,334	89,960,688	61,358,826	61,540,572	348,800,234
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	67,684,814	68,255,334	89,960,688	61,358,826	61,540,572	348,800,234
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) ..						4,334,976
6	Public support. Subtract line 5 from line 4.						344,465,258

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
7	Amounts from line 4..	67,684,814	68,255,334	89,960,688	61,358,826	61,540,572	348,800,234
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	1,290,408	878,635	419,203	495,299	533,786	3,617,331
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.)..
11	Total support. Add lines 7 through 10						352,417,565

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

12,909,594

First 5 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 2022 (line 6, column (f) divided by line 11, column (f)) .........

97.740 %

Public support percentage for 2020 Schedule A, Part II, line 14 ...............

98.700 %

16a

33 1/3% support test—2022. 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—2021. 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—2022. 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—2021. 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) 2022

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(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) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(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 on 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 5 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 2022 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2021 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2022 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2021 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2022. 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—2021. 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) 2022

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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 (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) 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 section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% 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 on line 7? If “Yes,” complete Part I 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 on line 9a) 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 on line 9a) 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 section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b 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

Schedule A (Form 990) 2022

Page 5

Part IV

Supporting Organizations (continued)

Yes

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 on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, 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, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) 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 line 2 above, 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 lines 2a and 2b 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 on line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2022

Page 6

Part V

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

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). 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 0.015 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 0.035	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

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) 2022

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2022 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2022	(iii) Distributable Amount for 2022
1 Distributable amount for 2022 from Section C, line 6
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2022:
a From 2017.......
b From 2018.......
c From 2019.......
d From 2020.......
e From 2021.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2022 distributable amount
i Carryover from 2017 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2022 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2022 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2023. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2018.....
b Excess from 2019.....
c Excess from 2020.....
d Excess from 2021.....
e Excess from 2022.....

Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022

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) 2022

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

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

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2022

Name of the organization

United Way of Greater Houston

Employer identification number

74-1167964

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 other 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. Don't 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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2022)

Schedule B (Form 990) (2022) Page 2

Name of organization United Way of Greater Houston

Part I Contributors	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) (2022)

Schedule B (Form 990) (2022)

Page 3

Name of organization United Way of Greater Houston		Employer identification number 74-1167964

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) (2022)

Schedule B (Form 990) (2022)

Page 4


Name of organization United Way of Greater Houston			Employer identification number 74-1167964
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.) $ 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) (2022)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet

Complete if the organization is described below. SchCMd Bullet

Attach to Form 990 or Form 990-EZ.
SchCMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

United Way of Greater Houston

Employer identification number

74-1167964

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... SchCMd Bullet

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ SchCMd Bullet

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... SchCMd Bullet

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990.

Cat. No. 50084S

Schedule C (Form 990) 2021

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check SchCMd Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(a) Filing organization's totals	(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................
d	Other exempt purpose expenditures ...............................................................................	61,863,056
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................	61,863,056
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.	1,000,000
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................	250,000
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................	0
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................	0
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................		Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) Total

2a	Lobbying nontaxable amount	1,000,000	1,000,000	1,000,000	1,000,000	4,000,000

b	Lobbying ceiling amount (150% of line 2a, column(e))					6,000,000

c	Total lobbying expenditures

d	Grassroots nontaxable amount	250,000	250,000	250,000	250,000	1,000,000

e	Grassroots ceiling amount (150% of line 2d, column (e))					1,500,000

f	Grassroots lobbying expenditures

Schedule C (Form 990) 2021

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes|No

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Total. Add lines 1c through 1i ....................................................................................................

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

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

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation

Schedule C (Form 990) 2021

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," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

United Way of Greater Houston

Employer identification number

74-1167964

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on 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" on 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 7/25/06, 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB 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 FASB 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 on 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 FASB ASC 958 relating to these items:

Revenue included on 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) 2021

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" on 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


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

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" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

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

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

The percentages on 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)

(ii) Related organizations .................

3a(ii)

If "Yes" on 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" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	13,800	6,840,220		6,854,020
b	Buildings ....		31,302,504	10,865,816	20,436,688
c	Leasehold improvements
d	Equipment ....		9,847,026	8,802,348	1,044,678
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..					28,335,386

Schedule D (Form 990) 2021

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on 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........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on 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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

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

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	2,677,302
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) 2021

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	61,912,612
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-1,823,004
b	Donated services and use of facilities .........	2b	1,182,274
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	-640,730
3	Subtract line 2e from line 1..................			3	62,553,342
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	39,832
b	Other (Describe in Part XIII.) ...........	4b	-143,233
c	Add lines 4a and 4b....................			4c	-103,401
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	62,449,941

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	63,188,563
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a	1,182,274
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................			2e	1,182,274
3	Subtract line 2e from line 1...................			3	62,006,289
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	39,832
b	Other (Describe in Part XIII.) ............	4b	-143,233
c	Add lines 4a and 4b.....................			4c	-103,401
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	61,902,888

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 IV, Line 2b:	Each year, United Way facilitates workplace campaigns with numerous national and multi-national corporations whose employees are located throughout the United States. Some of these employees designate their gifts to United Way organizations (and affiliated agencies) outside of the Houston area. These gifts are not recorded as revenue, rather, a liability is created and funds are distributed to those other United Way entities as received.
Part XI, Line 4b - Other Adjustments:	Special event expenses -143,233.
Part XII, Line 4b - Other Adjustments:	Special event expenses -143,233.

Schedule D (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G (Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" on 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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization
United Way of Greater Houston

Employer identification number

74-1167964

Part I

Fundraising Activities.Complete if the organization answered "Yes" on 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?

YesNo

If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)		(ii) Activity	(iii) Did fundraiser have custody or control of contributions?		(iv) Gross receipts from activity	(v) Amount paid to (or retained by) fundraiser listed in col. (i)	(vi) Amount paid to (or retained by) organization
			Yes	No
	Dini Spheris 2727 Allen Pkwy 1650 Houston, TX77019	Campaign consulting services		No	5,726,225	162,000	5,564,225









Total . . . . . . . . . . . . . . . . . . . .					5,726,225	162,000	5,564,225

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 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990) 2022

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on 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 Women Who Rock (event type)	(b) Event #2 Rappel for a Reason (event type)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	226,288	123,459	349,747
2	Less: Contributions . . . .	176,822	123,062	299,884
3	Gross income (line 1 minus line 2) . . . . . .	49,466	397	49,863

4	Cash prizes . . . . .
5	Noncash prizes . . . .
6	Rent/facility costs . . . .
7	Food and beverages . . .
8	Entertainment . . . .
9	Other direct expenses . . .	71,775	71,458	143,233
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .			143,233
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .			-93,370

Part III

Gaming. Complete if the organization answered "Yes" on 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))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	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) 2022

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 activity 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) 2022

Additional Data

Software ID:
Software Version:

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

Name of the organization
United Way of Greater Houston

Employer identification number
74-1167964

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" on 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) Alliance for Multicultural Community Services 6440 Hillcroft Ste 411 Houston,TX77081	76-0171217	501(c)(3)	365,734	Financial Stability
(2) Alliance for Multicultural Community Services 6440 Hillcroft Ste 411 Houston,TX77081	76-0171217	501(c)(3)	19,998	Early childhood and youth education
(3) Alliance for Multicultural Community Services 6440 Hillcroft Ste 411 Houston,TX77081	76-0171217	501(c)(3)	29,990	Health care
(4) Alliance for Multicultural Community Services 6440 Hillcroft Ste 411 Houston,TX77081	76-0171217	501(c)(3)	127,266	Escape from Violence
(5) Alliance for Multicultural Community Services 6440 Hillcroft Ste 411 Houston,TX77081	76-0171217	501(c)(3)	200,000	Navigation
(6) Alliance for Multicultural Community Services 6440 Hillcroft Ste 411 Houston,TX77081	76-0171217	501(c)(3)	30,000	Strategic Opportunity
(7) Alliance of Community Assistance Ministries (ACAM) 710 N Post Oak Rd 210 Houston,TX77024	27-5410988	501(c)(3)	75,000	Strategic Opportunity
(8) Alpha Academy #2 7722 Van Ness Houston,TX77037	92-0193188	N/A	7,090	Early childhood and youth education
(9) Angel Reach Inc 206A South Loop 336W 203 Conroe,TX77304	20-5665097	501(c)(3)	221,826	Financial Stability
(10) AVANCE-Houston Inc 4281 Dacoma Houston,TX77092	91-1780562	501(c)(3)	88,710	Financial Stability
(11) AVANCE-Houston Inc 4281 Dacoma Houston,TX77092	91-1780562	501(c)(3)	294,909	Early childhood and youth education
(12) AVDA (Aid to Victims of Domestic Abuse) 1001 Texas Ave Ste 600 Houston,TX77002	74-2141981	501(c)(3)	181,814	Escape from Violence
(13) AVDA (Aid to Victims of Domestic Abuse) 1001 Texas Ave Ste 600 Houston,TX77002	74-2141981	501(c)(3)	7,000	Basic Needs
(14) Avenue Community Development Corporation 3517 Irvington Blvd Ste 300 Houston,TX77009	76-0380602	501(c)(3)	100,000	Early childhood and youth education
(15) Avondale House 3737 OMeara Dr Houston,TX77025	74-1865489	501(c)(3)	100,000	Financial Stability
(16) BakerRipley PO Box 271389 Houston,TX77277	23-7062976	501(c)(3)	1,471,941	Financial Stability
(17) BakerRipley PO Box 271389 Houston,TX77277	23-7062976	501(c)(3)	238,504	Basic Needs
(18) BakerRipley PO Box 271389 Houston,TX77277	23-7062976	501(c)(3)	200,000	Navigation
(19) BakerRipley PO Box 271389 Houston,TX77277	23-7062976	501(c)(3)	30,000	Strategic Opportunity
(20) BakerRipley PO Box 271389 Houston,TX77277	23-7062976	501(c)(3)	250,000	Disaster relief
(21) Bay Area Council on Drugs & Alcohol dba BACODA 2947 E Broadway Ste 400 Pearland,TX77581	74-1842507	501(c)(3)	100,000	Health care
(22) Bay Area Turning Point Inc PO Box 890929 Houston,TX77289	76-0353058	501(c)(3)	176,477	Escape from Violence
(23) Bay Area Turning Point Inc PO Box 890929 Houston,TX77289	76-0353058	501(c)(3)	15,000	Basic Needs
(24) Big Brothers Big Sisters Lone Star 1003 Washington Ave Houston,TX77002	75-0800632	501(c)(3)	701,951	Early childhood and youth education
(25) Boy Scouts of America - Sam Houston Area Council PO Box 924528 Houston,TX77292	76-0239833	501(c)(3)	500,000	Strategic Opportunity
(26) Boys and Girls Clubs of Greater Houston Inc 815 Crosby St Houston,TX77019	76-0270942	501(c)(3)	706,257	Early childhood and youth education
(27) Bread of Life Inc 2019 Crawford St Houston,TX77002	76-0386510	501(c)(3)	75,000	Health care
(28) Capital Good Fund 333 Smith St Providence,RI02908	80-0348382	501(c)(3)	175,000	Financial Stability
(29) Career and Recovery Resources Inc 2525 San Jacinto Houston,TX77002	74-1161942	501(c)(3)	300,000	Financial Stability
(30) Career and Recovery Resources Inc 2525 San Jacinto Houston,TX77002	74-1161942	501(c)(3)	200,000	Health care
(31) Catholic Charities of the Archdiocese of Galveston-Houston PO Box 66508 Houston,TX77266	74-1109733	501(c)(3)	175,000	Financial Stability
(32) Catholic Charities of the Archdiocese of Galveston-Houston PO Box 66508 Houston,TX77266	74-1109733	501(c)(3)	220,000	Health care
(33) Catholic Charities of the Archdiocese of Galveston-Houston PO Box 66508 Houston,TX77266	74-1109733	501(c)(3)	10,000	Escape from Violence
(34) Catholic Charities of the Archdiocese of Galveston-Houston PO Box 66508 Houston,TX77266	74-1109733	501(c)(3)	400,000	Basic Needs
(35) Catholic Charities of the Archdiocese of Galveston-Houston PO Box 66508 Houston,TX77266	74-1109733	501(c)(3)	200,000	Navigation
(36) Catholic Charities of the Archdiocese of Galveston-Houston PO Box 66508 Houston,TX77266	74-1109733	501(c)(3)	30,000	Strategic Opportunity
(37) Center for Hearing and Speech 1417 Houston Ave Houston,TX77007	74-6003178	501(c)(3)	55,000	Early childhood and youth education
(38) Center for Hearing and Speech 1417 Houston Ave Houston,TX77007	74-6003178	501(c)(3)	89,088	Health care
(39) Children's Assessment Center Foundation 2500 Bolsover Houston,TX77005	76-0458780	501(c)(3)	135,722	Health care
(40) Chinese Community Center Inc 9800 Town Park Dr Houston,TX77036	76-0067885	501(c)(3)	168,000	Financial Stability
(41) Chinese Community Center Inc 9800 Town Park Dr Houston,TX77036	76-0067885	501(c)(3)	100,000	Early childhood and youth education
(42) Chinese Community Center Inc 9800 Town Park Dr Houston,TX77036	76-0067885	501(c)(3)	67,500	Health care
(43) Chinese Community Center Inc 9800 Town Park Dr Houston,TX77036	76-0067885	501(c)(3)	50,000	Strategic Opportunity
(44) Chinese Community Center Inc 9800 Town Park Dr Houston,TX77036	76-0067885	501(c)(3)	7,500	Early childhood and youth education
(45) Coalition for the Homeless 600 Jefferson St Ste 2050 Houston,TX77002	76-0257018	501(c)(3)	275,000	Strategic Opportunity
(46) CollegeCommunityCareer 15 Sovereign Circle Richmond,TX77469	46-0623034	501(c)(3)	50,000	Early childhood and youth education
(47) Communities In Schools of Houston Inc 1235 N Loop W Houston,TX77008	26-2053733	501(c)(3)	240,500	Basic Needs
(48) Communities In Schools of Houston Inc 1235 N Loop W Houston,TX77008	26-2053733	501(c)(3)	120,000	Early childhood and youth education
(49) Community Assistance Center 1022 McCall Ave Conroe,TX77301	76-0000798	501(c)(3)	42,000	Financial Stability
(50) Community Assistance Center 1022 McCall Ave Conroe,TX77301	76-0000798	501(c)(3)	228,611	Basic Needs
(51) Community Family Centers Inc 7524 Avenue E Houston,TX77012	74-1691632	501(c)(3)	250,000	Basic Needs
(52) Covenant Community Capital PO Box 15398 Houston,TX77220	76-0573676	501(c)(3)	289,844	Financial Stability
(53) Covenant House Texas 1111 Lovett Blvd Houston,TX77006	76-0050882	501(c)(3)	39,000	Financial Stability
(54) Covenant House Texas 1111 Lovett Blvd Houston,TX77006	76-0050882	501(c)(3)	167,000	Health care
(55) Covenant House Texas 1111 Lovett Blvd Houston,TX77006	76-0050882	501(c)(3)	25,000	Basic Needs
(56) Cy-Hope Inc 12715 Telge Rd Cypress,TX77429	45-2346150	501(c)(3)	205,050	Early childhood and youth education
(57) Cy-Hope Inc 12715 Telge Rd Cypress,TX77429	45-2346150	501(c)(3)	28,350	Basic Needs
(58) Easter Seals of Greater Houston 4888 Loop Central Dr Ste 200 Houston,TX77081	74-1238418	501(c)(3)	300,000	Financial Stability
(59) Easter Seals of Greater Houston 4888 Loop Central Dr Ste 200 Houston,TX77081	74-1238418	501(c)(3)	145,000	Early childhood and youth education
(60) Easter Seals of Greater Houston 4888 Loop Central Dr Ste 200 Houston,TX77081	74-1238418	501(c)(3)	185,000	Health care
(61) Easter Seals of Greater Houston 4888 Loop Central Dr Ste 200 Houston,TX77081	74-1238418	501(c)(3)	40,000	Basic Needs
(62) Easter Seals of Greater Houston 4888 Loop Central Dr Ste 200 Houston,TX77081	74-1238418	501(c)(3)	100,000	Navigation
(63) Easter Seals of Greater Houston 4888 Loop Central Dr Ste 200 Houston,TX77081	74-1238418	501(c)(3)	15,000	Strategic Opportunity
(64) ECHOS-Epiphany Community Health Outreach Services 9600 South Gessner Bldg E Houston,TX77071	76-0645238	501(c)(3)	100,000	Basic Needs
(65) Evelyn Rubenstein Jewish Community Center 5601 South Braeswood Houston,TX77096	74-1198298	501(c)(3)	100,000	Basic Needs
(66) Family Service Center at Houston and Harris County 4625 Lillian St Houston,TX77007	74-1152613	501(c)(3)	90,000	Basic Needs
(67) Family Service Center at Houston and Harris County 4625 Lillian St Houston,TX77007	74-1152613	501(c)(3)	618,034	Financial Stability
(68) Family Service Center at Houston and Harris County 4625 Lillian St Houston,TX77007	74-1152613	501(c)(3)	512,510	Health care
(69) Family Ties Family Resource Services PO Box 175 Waller,TX77484	20-8560835	501(c)(3)	121,375	Financial Stability
(70) Family Ties Family Resource Services PO Box 175 Waller,TX77484	20-8560835	501(c)(3)	23,625	Escape from Violence
(71) Family Ties Family Resource Services PO Box 175 Waller,TX77484	20-8560835	501(c)(3)	116,094	Basic Needs
(72) Focusing Families PO Box 1053 Hempstead,TX77445	76-0631349	501(c)(3)	10,000	Financial Stability
(73) Focusing Families PO Box 1053 Hempstead,TX77445	76-0631349	501(c)(3)	25,000	Escape from Violence
(74) Fort Bend County Women's Center Inc PO Box 183 Richmond,TX77406	76-0032451	501(c)(3)	56,249	Financial Stability
(75) Fort Bend County Women's Center Inc PO Box 183 Richmond,TX77406	76-0032451	501(c)(3)	56,192	Early childhood and youth education
(76) Fort Bend County Women's Center Inc PO Box 183 Richmond,TX77406	76-0032451	501(c)(3)	28,189	Health care
(77) Fort Bend County Women's Center Inc PO Box 183 Richmond,TX77406	76-0032451	501(c)(3)	22,478	Escape from Violence
(78) Fort Bend County Women's Center Inc PO Box 183 Richmond,TX77406	76-0032451	501(c)(3)	39,983	Basic Needs
(79) Fort Bend Family Health Center Inc dba AccessHealth 400 Austin St Richmond,TX77469	74-1951476	501(c)(3)	384,022	Health care
(80) Fort Bend Family Health Center Inc dba AccessHealth 400 Austin St Richmond,TX77469	74-1951476	501(c)(3)	75,000	Basic Needs
(81) Fort Bend Family Health Center Inc dba AccessHealth 400 Austin St Richmond,TX77469	74-1951476	501(c)(3)	100,000	Navigation
(82) Fort Bend Family Health Center Inc dba AccessHealth 400 Austin St Richmond,TX77469	74-1951476	501(c)(3)	15,000	Strategic Opportunity
(83) Fort Bend Regional Council on Substance Abuse Inc 10435 Greenbough Dr 250 Stafford,TX77477	74-1873333	501(c)(3)	110,000	Health care
(84) Fort Bend Seniors Meals on Wheels PO Box 1488 Rosenberg,TX77471	74-1918313	501(c)(3)	246,486	Basic Needs
(85) GENAustin PO Box 3122 Austin,TX78764	74-2837732	501(c)(3)	134,416	Early childhood and youth education
(86) Girl Scouts of San Jacinto Council 3110 Southwest Freeway Houston,TX77098	74-6001254	501(c)(3)	591,376	Early childhood and youth education
(87) Girls Inc 2190 North Loop W Ste 10 Houston,TX77018	76-0483812	501(c)(3)	165,000	Early childhood and youth education
(88) Goodwill Industries 1140 West Loop North Fwy Houston,TX77055	74-1285095	501(c)(3)	401,122	Financial Stability
(89) Greater Houston Community Foundation 515 Post Oak Blvd 1000 Houston,TX77027	23-7160400	501(c)(3)	1,008,608	Disaster relief
(90) Greater Houston Partnership Inc 701 Avenida de las Americas Ste 900 Houston,TX77010	76-0267896	501(c)(6)	150,000	Funds for Upskill Houston
(91) Harris County Domestic Violence Coordinating Council 2990 Richmond Ave Ste 550 Houston,TX77098	76-0533828	501(c)(3)	50,000	Strategic Opportunity
(92) H-GAC Corporation for Regional Excellence PO Box 2277 Houston,TX77227	56-2380180	501(c)(3)	200,000	Strategic Opportunity
(93) Hope and Healing Center & Institute 717 Sage Rd Houston,TX77056	45-3305276	501(c)(3)	100,000	Strategic Opportunity
(94) Hope Disaster Recovery 12715 Telge Rd Cypress,TX77429	82-5013278	501(c)(3)	100,000	Basic Needs
(95) Hope Disaster Recovery 12715 Telge Rd Cypress,TX77429	82-5013278	501(c)(3)	100,000	Navigation
(96) Hope Disaster Recovery 12715 Telge Rd Cypress,TX77429	82-5013278	501(c)(3)	15,000	Strategic Opportunity
(97) Houston Area Community Services dba Avenue 360 Health and Wellness 150 West 18th St Ste 300 Houston,TX77008	76-0549240	501(c)(3)	150,000	Health care
(98) Houston Area Urban League Inc 1301 Texas Ave Houston,TX77002	74-1611455	501(c)(3)	359,135	Financial Stability
(99) Houston Area Urban League Inc 1301 Texas Ave Houston,TX77002	74-1611455	501(c)(3)	125,000	Early childhood and youth education
(100) Houston Area Women's Center 1010 Waugh Dr Houston,TX77019	74-2029166	501(c)(3)	160,000	Financial Stability
(101) Houston Area Women's Center 1010 Waugh Dr Houston,TX77019	74-2029166	501(c)(3)	65,000	Health care
(102) Houston Area Women's Center 1010 Waugh Dr Houston,TX77019	74-2029166	501(c)(3)	186,000	Escape from Violence
(103) Houston Area Women's Center 1010 Waugh Dr Houston,TX77019	74-2029166	501(c)(3)	122,013	Basic Needs
(104) Houston Texans Foundation Two NRG Park Houston,TX77054	01-0572814	501(c)(3)	11,625	Early childhood and youth education
(105) Houston's Capital Investing in Development & Employment of Adults Inc 2101 Crawford St 211 Houston,TX77002	47-2462360	501(c)(3)	112,250	Financial Stability
(106) Humble Area Assistance Ministries 1302 First St E Humble,TX77338	76-0298820	501(c)(3)	129,853	Financial Stability
(107) Humble Area Assistance Ministries 1302 First St E Humble,TX77338	76-0298820	501(c)(3)	55,341	Health care
(108) Humble Area Assistance Ministries 1302 First St E Humble,TX77338	76-0298820	501(c)(3)	128,937	Basic Needs
(109) Humble Area Assistance Ministries 1302 First St E Humble,TX77338	76-0298820	501(c)(3)	100,000	Navigation
(110) Humble Area Assistance Ministries 1302 First St E Humble,TX77338	76-0298820	501(c)(3)	15,000	Strategic Opportunity
(111) HYPE Freedom School Inc 1801 Brighton Brook Ln Pearland,TX77581	46-5133254	501(c)(3)	45,000	Early childhood and youth education
(112) Interfaith Caring Ministries Inc 151 Park Ave League City,TX77573	76-0143694	501(c)(3)	200,000	Basic Needs
(113) Interfaith Ministries for Greater Houston 3303 Main St Houston,TX77002	74-1488102	501(c)(3)	437,127	Escape from Violence
(114) Interfaith Ministries for Greater Houston 3303 Main St Houston,TX77002	74-1488102	501(c)(3)	491,440	Basic Needs
(115) Jewish Family Service 4131 South Braeswood Blvd Houston,TX77025	74-1152607	501(c)(3)	168,783	Financial Stability
(116) Jewish Family Service 4131 South Braeswood Blvd Houston,TX77025	74-1152607	501(c)(3)	39,950	Early childhood and youth education
(117) Jewish Family Service 4131 South Braeswood Blvd Houston,TX77025	74-1152607	501(c)(3)	250,047	Health care
(118) Jewish Family Service 4131 South Braeswood Blvd Houston,TX77025	74-1152607	501(c)(3)	150,000	Basic Needs
(119) Katy Christian Ministries PO Box 986 Katy,TX77492	76-0157123	501(c)(3)	200,000	Financial Stability
(120) Katy Christian Ministries PO Box 986 Katy,TX77492	76-0157123	501(c)(3)	25,000	Early childhood and youth education
(121) Katy Christian Ministries PO Box 986 Katy,TX77492	76-0157123	501(c)(3)	34,413	Escape from Violence
(122) Katy Christian Ministries PO Box 986 Katy,TX77492	76-0157123	501(c)(3)	100,000	Basic Needs
(123) Kinder Institute for Urban Research Rice University 6500 Main St 1020 Houston,TX77030	74-1109620	501(c)(3)	25,000	Strategic Opportunity
(124) Legacy Community Health Services Inc PO Box 66308 Houston,TX77266	76-0009637	501(c)(3)	163,000	Health care
(125) Local Infant Formula for Emergencies 2002 S Wayside Dr Ste 113 Houston,TX77023	76-0296548	501(c)(3)	97,441	Basic Needs
(126) Local Initiatives Support Corporation 1111 North Loop W Ste 740 Houston,TX77008	13-3030229	501(c)(3)	175,000	Strategic Opportunity
(127) Meals on Wheels Montgomery Country 1202 Callahan Ave Conroe,TX77301	23-7310650	501(c)(3)	100,000	Basic Needs
(128) Memorial Assistance Ministries 1625 Blalock Rd Houston,TX77080	76-0044172	501(c)(3)	400,000	Financial Stability
(129) Memorial Assistance Ministries 1625 Blalock Rd Houston,TX77080	76-0044172	501(c)(3)	57,045	Health care
(130) Memorial Assistance Ministries 1625 Blalock Rd Houston,TX77080	76-0044172	501(c)(3)	221,499	Basic Needs
(131) Memorial Assistance Ministries 1625 Blalock Rd Houston,TX77080	76-0044172	501(c)(3)	100,000	Navigation
(132) Memorial Assistance Ministries 1625 Blalock Rd Houston,TX77080	76-0044172	501(c)(3)	15,000	Strategic Opportunity
(133) Mental Health America of Greater Houston Inc 2211 Norfolk Ste 810 Houston,TX77098	74-1272394	501(c)(3)	175,000	Strategic Opportunity
(134) Montgomery County Women's Center 1401 Airport Rd Conroe,TX77301	76-0061208	501(c)(3)	8,400	Financial Stability
(135) Montgomery County Women's Center 1401 Airport Rd Conroe,TX77301	76-0061208	501(c)(3)	24,877	Health care
(136) Montgomery County Women's Center 1401 Airport Rd Conroe,TX77301	76-0061208	501(c)(3)	191,000	Escape from Violence
(137) Montgomery County Women's Center 1401 Airport Rd Conroe,TX77301	76-0061208	501(c)(3)	40,000	Basic Needs
(138) Multicultural Education and Counseling Through the Arts (MECA) 1900 Kane St Houston,TX77007	74-2044904	501(c)(3)	100,000	Early childhood and youth education
(139) Multicultural Education and Counseling Through the Arts (MECA) 1900 Kane St Houston,TX77007	74-2044904	501(c)(3)	7,500	Early childhood and youth education
(140) My Brother's Keeper Outreach Center PO Box 722385 Houston,TX77272	20-1966843	501(c)(3)	20,000	Financial Stability
(141) My Brother's Keeper Outreach Center PO Box 722385 Houston,TX77272	20-1966843	501(c)(3)	64,800	Basic Needs
(142) Neighbors in Action Inc 1320 Main St Houston,TX77002	20-1279113	501(c)(3)	65,000	Basic Needs
(143) Nestquest Houston Inc 1907 Sabine St Ste 121 Houston,TX77007	81-5310771	501(c)(3)	75,000	Basic Needs
(144) Network of Behavioral Health Providers 9401 Southwest Freeway Houston,TX77074	75-3220882	501(c)(3)	100,000	Strategic Opportunity
(145) New Caney New Horizons PO Box 711 New Caney,TX77357	76-0377281	501(c)(3)	50,000	Financial Stability
(146) Northwest Assistance Ministries 15555 Kuykendahl Houston,TX77090	76-0088702	501(c)(3)	125,000	Financial Stability
(147) Northwest Assistance Ministries 15555 Kuykendahl Houston,TX77090	76-0088702	501(c)(3)	150,000	Health care
(148) Northwest Assistance Ministries 15555 Kuykendahl Houston,TX77090	76-0088702	501(c)(3)	278,501	Basic Needs
(149) Northwest Assistance Ministries 15555 Kuykendahl Houston,TX77090	76-0088702	501(c)(3)	100,000	Navigation
(150) Northwest Assistance Ministries 15555 Kuykendahl Houston,TX77090	76-0088702	501(c)(3)	15,000	Strategic Opportunity
(151) On The Road Lending 1500 North Loop 12 Irving,TX75061	38-3910893	501(c)(3)	100,000	Financial Stability
(152) Partnership for the Advancement & Immersion of Refugees 3300 Chimney Rock Ste 105 Houston,TX77056	75-3239990	501(c)(3)	75,000	Early childhood and youth education
(153) Prevent Blindness Texas 2180 North Loop W Houston,TX77018	74-6075105	501(c)(3)	75,000	Health care
(154) Primrose School of College Station 1021 Arrington Rd College Station,TX77845	81-1594789	N/A	6,709	Early childhood and youth education
(155) Prison Entrepreneurship Program Inc PO Box 2767 Houston,TX77252	20-1384253	501(c)(3)	120,000	Financial Stability
(156) Prison Entrepreneurship Program Inc PO Box 2767 Houston,TX77252	20-1384253	501(c)(3)	82,176	Basic Needs
(157) San Jose Clinic PO Box 2808 Houston,TX77252	76-0373703	501(c)(3)	450,000	Health care
(158) Santa Maria Hostel Inc 2605 Parker Rd Houston,TX77093	74-1669131	501(c)(3)	356,403	Health care
(159) Santa Maria Hostel Inc 2605 Parker Rd Houston,TX77093	74-1669131	501(c)(3)	190,000	Basic Needs
(160) Say Yes to Youth Montgomery County Youth Services 105 W Lewis St Conroe,TX77301	74-2035878	501(c)(3)	100,000	Health care
(161) SEARCH Homeless Services 2505 Fannin Houston,TX77002	76-0260403	501(c)(3)	80,000	Early childhood and youth education
(162) SEARCH Homeless Services 2505 Fannin Houston,TX77002	76-0260403	501(c)(3)	164,355	Basic Needs
(163) Second Mile Mission Center 1135 Highway 90A Missouri City,TX77489	81-0556112	501(c)(3)	100,000	Financial Stability
(164) Second Mile Mission Center 1135 Highway 90A Missouri City,TX77489	81-0556112	501(c)(3)	170,000	Basic Needs
(165) SER-Jobs for Progress 1710 Telephone Rd Houston,TX77023	74-1590387	501(c)(3)	514,140	Financial Stability
(166) Sojourn Landing dba The Landing 9894 Bissonnet St 605 Houston,TX77036	47-4507618	501(c)(3)	35,872	Financial Stability
(167) Sojourn Landing dba The Landing 9894 Bissonnet St 605 Houston,TX77036	47-4507618	501(c)(3)	46,365	Escape from Violence
(168) Sojourn Landing dba The Landing 9894 Bissonnet St 605 Houston,TX77036	47-4507618	501(c)(3)	20,460	Basic Needs
(169) Southeast Area Ministries 2102 Houston Blvd South Houston,TX77587	76-0238315	501(c)(3)	30,000	Basic Needs
(170) Spring Branch Community Health Center 800 W Sam Houston Pkwy S Ste 200 Houston,TX77042	30-0198705	501(c)(3)	250,000	Health care
(171) Target Hunger 2814 Quitman Houston,TX77026	31-1548849	501(c)(3)	250,000	Basic Needs
(172) Target Hunger 2814 Quitman Houston,TX77026	31-1548849	501(c)(3)	100,000	Navigation
(173) Target Hunger 2814 Quitman Houston,TX77026	31-1548849	501(c)(3)	15,000	Strategic Opportunity
(174) The Bridge Over Troubled Waters PO Box 3488 Pasadena,TX77501	74-1989590	501(c)(3)	44,737	Financial Stability
(175) The Bridge Over Troubled Waters PO Box 3488 Pasadena,TX77501	74-1989590	501(c)(3)	24,545	Early childhood and youth education
(176) The Bridge Over Troubled Waters PO Box 3488 Pasadena,TX77501	74-1989590	501(c)(3)	846	Health care
(177) The Bridge Over Troubled Waters PO Box 3488 Pasadena,TX77501	74-1989590	501(c)(3)	93,858	Escape from Violence
(178) The Bridge Over Troubled Waters PO Box 3488 Pasadena,TX77501	74-1989590	501(c)(3)	145,094	Basic Needs
(179) The Center for Pursuit PO Box 130564 Houston,TX77219	74-1272417	501(c)(3)	160,828	Financial Stability
(180) The Children's Museum of Houston 1500 Binz Houston,TX77004	74-2178563	501(c)(3)	293,985	Early childhood and youth education
(181) The Council on Recovery PO Box 2768 Houston,TX77252	76-0252103	501(c)(3)	325,419	Health care
(182) The Council on Recovery PO Box 2768 Houston,TX77252	76-0252103	501(c)(3)	200,000	Navigation
(183) The Council on Recovery PO Box 2768 Houston,TX77252	76-0252103	501(c)(3)	30,000	Strategic Opportunity
(184) The Montgomery County Children's Advocacy Center dba Children's Safe Harbor 1519 Oddfellow St Conroe,TX77301	76-0388402	501(c)(3)	77,084	Health care
(185) The Montgomery County Children's Advocacy Center dba Children's Safe Harbor 1519 Oddfellow St Conroe,TX77301	76-0388402	501(c)(3)	52,083	Escape from Violence
(186) The Montrose Center 401 Branard 2nd Fl Houston,TX77006	74-2050245	501(c)(3)	151,000	Financial Stability
(187) The Montrose Center 401 Branard 2nd Fl Houston,TX77006	74-2050245	501(c)(3)	25,000	Health care
(188) The Montrose Center 401 Branard 2nd Fl Houston,TX77006	74-2050245	501(c)(3)	251,000	Basic Needs
(189) The Montrose Center 401 Branard 2nd Fl Houston,TX77006	74-2050245	501(c)(3)	100,000	Navigation
(190) The Montrose Center 401 Branard 2nd Fl Houston,TX77006	74-2050245	501(c)(3)	15,000	Strategic Opportunity
(191) The Salvation Army Greater Houston Area Command 1500 Austin Houston,TX77002	58-0660607	501(c)(3)	124,044	Financial Stability
(192) The Salvation Army Greater Houston Area Command 1500 Austin Houston,TX77002	58-0660607	501(c)(3)	81,600	Early childhood and youth education
(193) The Salvation Army Greater Houston Area Command 1500 Austin Houston,TX77002	58-0660607	501(c)(3)	17,500	Escape from Violence
(194) The Salvation Army Greater Houston Area Command 1500 Austin Houston,TX77002	58-0660607	501(c)(3)	326,250	Basic Needs
(195) The Salvation Army Greater Houston Area Command 1500 Austin Houston,TX77002	58-0660607	501(c)(3)	200,000	Navigation
(196) The Salvation Army Greater Houston Area Command 1500 Austin Houston,TX77002	58-0660607	501(c)(3)	30,000	Strategic Opportunity
(197) The Women's Home 607 Westheimer Houston,TX77006	74-1467811	501(c)(3)	88,711	Financial Stability
(198) The Women's Home 607 Westheimer Houston,TX77006	74-1467811	501(c)(3)	100,000	Health care
(199) The Women's Home 607 Westheimer Houston,TX77006	74-1467811	501(c)(3)	200,000	Basic Needs
(200) The Women's Resource 730 N Post Oak Rd 204 Houston,TX77024	76-0318261	501(c)(3)	123,390	Financial Stability
(201) The WorkFaith Connection 4555 Dacoma Ste 200 Houston,TX77092	20-4295703	501(c)(3)	256,342	Financial Stability
(202) US Dream Academy Inc 3919 Ward St Houston,TX77021	59-3514841	501(c)(3)	7,500	Early childhood and youth education
(203) United Against Human Trafficking 6671 Southwest Freeway Ste 220 Houston,TX77074	26-1103492	501(c)(3)	30,000	Financial Stability
(204) United Against Human Trafficking 6671 Southwest Freeway Ste 220 Houston,TX77074	26-1103492	501(c)(3)	193,637	Escape from Violence
(205) United Against Human Trafficking 6671 Southwest Freeway Ste 220 Houston,TX77074	26-1103492	501(c)(3)	12,560	Basic Needs
(206) United Way Worldwide 701 N Fairfax St Alexandria,VA22314	13-1635294	501(c)(3)	25,000	Disaster relief
(207) University of Houston Foundation 4543 Post Oak Place Ste 250 Houston,TX77027	74-6041411	501(c)(3)	75,000	Health care
(208) Urban Enrichment Institute 4014 Market Ste W145 Houston,TX77020	76-0485778	501(c)(3)	225,000	Early childhood and youth education
(209) Volunteers of America Texas Inc 4808 Yale St Houston,TX77018	75-0827469	501(c)(3)	450,000	Financial Stability
(210) Volunteers of America Texas Inc 4808 Yale St Houston,TX77018	75-0827469	501(c)(3)	125,622	Health care
(211) Volunteers of America Texas Inc 4808 Yale St Houston,TX77018	75-0827469	501(c)(3)	54,525	Basic Needs
(212) Volunteers of America Texas Inc 4808 Yale St Houston,TX77018	75-0827469	501(c)(3)	100,000	Navigation
(213) Volunteers of America Texas Inc 4808 Yale St Houston,TX77018	75-0827469	501(c)(3)	15,000	Strategic Opportunity
(214) Wesley Community Center Inc 1410 Lee St Houston,TX77009	74-1132578	501(c)(3)	200,000	Financial Stability
(215) Wesley Community Center Inc 1410 Lee St Houston,TX77009	74-1132578	501(c)(3)	150,000	Early childhood and youth education
(216) Wesley Community Center Inc 1410 Lee St Houston,TX77009	74-1132578	501(c)(3)	25,000	Health care
(217) Wesley Community Center Inc 1410 Lee St Houston,TX77009	74-1132578	501(c)(3)	50,000	Basic Needs
(218) Wesley Community Center Inc 1410 Lee St Houston,TX77009	74-1132578	501(c)(3)	100,000	Navigation
(219) Wesley Community Center Inc 1410 Lee St Houston,TX77009	74-1132578	501(c)(3)	15,000	Strategic Opportunity
(220) West Houston Assistance Ministries Inc 10501 Meadowglen Ln Houston,TX77042	76-0001309	501(c)(3)	52,500	Financial Stability
(221) West Houston Assistance Ministries Inc 10501 Meadowglen Ln Houston,TX77042	76-0001309	501(c)(3)	320,000	Basic Needs
(222) West Houston Assistance Ministries Inc 10501 Meadowglen Ln Houston,TX77042	76-0001309	501(c)(3)	50,000	Strategic Opportunity
(223) Woodlands Religious Community dba Interfaith of the Woodlands 4242 Interfaith Way The Woodlands,TX77381	74-1804123	501(c)(3)	100,000	Basic Needs
(224) Writers in the Schools 1414 Sul Ross St Houston,TX77006	76-0338549	501(c)(3)	75,000	Early childhood and youth education
(225) YMCA of the Greater Houston Area 2600 North Loop W Ste 300 Houston,TX77092	74-1109737	501(c)(3)	1,500,234	Early childhood and youth education
(226) YMCA of the Greater Houston Area 2600 North Loop W Ste 300 Houston,TX77092	74-1109737	501(c)(3)	50,000	Basic Needs
(227) YMCA of the Greater Houston Area 2600 North Loop W Ste 300 Houston,TX77092	74-1109737	501(c)(3)	20,000	Early childhood and youth education

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

108

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) 2022

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1) Utilities assistance	7048	1,057,200	Cost	Utilities assistance
(2) Food assistance	500	24,010	Cost	Grocery gift cards
(3) Technology	293	70,999	Cost	Laptops, computers
(4) Transportation	2074	92,543	Cost	Transportation gift cards
(4)
(5)
(6)
(7)

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:

United Way of Greater Houston (United Way) and the organizations in which it invests are committed to improving the lives of people in our community experiencing ALICE and below. Organizations in which the United Way invests must meet standards and adhere to the policies established by the United Way. The written standards and policies require agencies to submit financial, governance and program information for regular review by United Way volunteers and staff. Organizational Review - The purpose of this process is to ensure that United Way's funded partners are administratively and financially secure and in compliance with United Way's Standards and Policies. Volunteers and staff analyze each agency's financial and governance information and follow up with the agency regarding any financial or non-financial concerns. Volunteers and staff may make recommendations for improvement, and serious concerns are shared with the Community Impact Committee. United Way staff also assist agencies with understanding each requirement and provide training when necessary. The organizational review requirements from United Way funded agencies align with the Governance and Oversight Standard and Financial and Fiscal Management Standards in the Funded Partner Standards and Policies. To be eligible for new or continued funding, partners must meet these requirements. Funded partners were selected through the Single Investment Framework process that ensures donor gifts are invested responsibly. At the discretion of United Way, there may be a minimum or maximum amount of funding that an agency can be awarded through the Single Investment Process. United Way expects awards made through the Single Investment Framework to be for a three-year period. Funding recommendations are based on a detailed, competitive application process, encompassing both an organizational (financial and governance) and application review. United Way staff and volunteers develop regional program investment recommendations which are submitted to the Community Impact Committee and then to the United Way Board of Trustees for review and approval. Report Deadlines: United Way of Greater Houston requires programs to report data quarterly to demonstrate the benefit to and impact of their programs to clients. All funded partners undergo regular review through United Way's reporting and evaluaiton processes. The reporting period is April 1, 2022 - March 31, 2023. Review and Monitoring: All funded programs are monitored on an ongoing basis by United Way staff and volunteers. This may include special requests for information during the United Way annual community campaign, in connection with special events, during disasters or at other times. Corrective Action: United Way has written procedures for performance and noncompliance which establish progressive penalties including detailed written warnings, suspension and cessation based on standard and/or policy infractions.

Schedule I (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

United Way of Greater Houston

Employer identification number

74-1167964

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

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

Cat. No. 50053T

Schedule J (Form 990) 2022

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1Amanda McMillian President & CEO	(i) (ii)	308,533 ------------- 0	75,000 ------------- 0	10,822 ------------- 0	23,279 ------------- 0	27,605 ------------- 0	445,239 ------------- 0	0 ------------- 0
2Angel Harris VP & Chief Adv. Officer	(i) (ii)	244,208 ------------- 0	30,000 ------------- 0	9,683 ------------- 0	24,710 ------------- 0	1,489 ------------- 0	310,090 ------------- 0	0 ------------- 0
3Jaideep Hebbar VP & CSFO	(i) (ii)	220,433 ------------- 0	5,000 ------------- 0	8,592 ------------- 0	19,699 ------------- 0	9,921 ------------- 0	263,645 ------------- 0	0 ------------- 0
4Mary Vazquez VP, Community Outreach	(i) (ii)	144,363 ------------- 0	25,000 ------------- 0	9,644 ------------- 0	16,928 ------------- 0	27,635 ------------- 0	223,570 ------------- 0	0 ------------- 0
5Margaret M Oser VP, Mission & Strategy	(i) (ii)	159,897 ------------- 0	25,000 ------------- 0	8,982 ------------- 0	14,019 ------------- 0	9,904 ------------- 0	217,802 ------------- 0	0 ------------- 0
6Barbara L Walker AVP, Donor Relations	(i) (ii)	174,759 ------------- 0	0 ------------- 0	9,449 ------------- 0	13,413 ------------- 0	14,403 ------------- 0	212,024 ------------- 0	0 ------------- 0
7Wendy M Johnson VP, HR & Chief Admin. Officer	(i) (ii)	157,910 ------------- 0	20,000 ------------- 0	11,506 ------------- 0	14,867 ------------- 0	873 ------------- 0	205,156 ------------- 0	0 ------------- 0
8Jeffrey Nash AVP, Innovation & Data Mgt	(i) (ii)	152,379 ------------- 0	0 ------------- 0	325 ------------- 0	15,107 ------------- 0	25,362 ------------- 0	193,173 ------------- 0	0 ------------- 0
9Virginia Breaux AVP, Acctg & Campaign Processing	(i) (ii)	143,702 ------------- 0	9,574 ------------- 0	510 ------------- 0	13,713 ------------- 0	10,803 ------------- 0	178,302 ------------- 0	0 ------------- 0
10Veronica Hagerty AVP, Community Relations	(i) (ii)	144,313 ------------- 0	6,495 ------------- 0	0 ------------- 0	13,566 ------------- 0	9,531 ------------- 0	173,905 ------------- 0	0 ------------- 0
11Deborah Span-Bailey AVP, Donor Relations	(i) (ii)	130,592 ------------- 0	8,600 ------------- 0	564 ------------- 0	12,912 ------------- 0	9,861 ------------- 0	162,529 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2022

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
Part I, Line 7	The Executive Compensation Committee approved performance-based bonuses during the year.

Schedule J (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

United Way of Greater Houston

Employer identification number

74-1167964

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	62	1,234,612	NYSE
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( )
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

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

Cat. No. 51227J

Schedule M (Form 990) (2022)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation

Schedule M (Form 990) (2022)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

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

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

United Way of Greater Houston

Employer identification number

74-1167964

Return Reference	Explanation
Form 990, Part VI, Section A, line 1a	The purpose of the Executive Committee is to act on behalf of the Board of Trustees in all matters with the exception of adopting an operational budget, filling Board vacancies, removing officers and amending the Bylaws. The duties and responsibilities of the Executive Committee are: (1) act on behalf of the Board of Trustees in all matters with the exception of the matters from which the Executive Committee is prohibited from acting in as set forth in the Bylaws; (2) coordinate the work of other committees for the Board of Trustees; (3) stay apprised of the activities of other committees and recommend Board action when needed; (4) oversee the execution of policies established by the Board of Trustees; (5) coordinate the review of the performance of the President/CEO annually; and (6) recommend to the Board of Trustees the annual operating budget, annual and strategic plans and major capital fundraising activities. The Executive Committee is comprised of the Board Chair, Secretary, Campaign Chair, standing Committee Chairs and at-large members. All members of the Executive Committee serve on the Board of Trustees. The members of the Executive Committee are appointed by the Board Chair and serve until the appointment of their successors. If a vacancy on the committee occurs, the Chair appoints a replacement from the Board of Trustees.
Form 990, Part VI, Section A, line 6	The members of the Organization consist of all those individuals and organizations that have made contributions or pledges to the United Way of Greater Houston in the previous 12 months.
Form 990, Part VI, Section A, line 7a	Trustees are elected by action of the members of the Organization at its annual meeting and by the Board of Trustees at other times of the year as needed.
Form 990, Part VI, Section B, line 11b	Form 990 is reviewed in detail by the Audit Committee and distributed to each voting Trustee prior to filing with the IRS. The Form is included on the Board of Trustees meeting agenda for review and discussion.
Form 990, Part VI, Section B, line 12c	During the annual approval of community investments to agencies, each Trustee is required to declare their agency affiliation by signing a document indicating their affiliation, if any. Officers and key employees are also required to annually sign a conflict of interest statement.
Form 990, Part VI, Section B, line 15	The Executive Compensation Committee reviews the President/CEO's annual performance based on performance goals set at the beginning of the year. The compensation is based on the salary and bonus history of the President/CEO and comparative compensation data for CEOs from local nonprofits and top-ranked United Way organizations. The annual compensation of the Vice Presidents is submitted by the President/CEO for review and approval by the Executive Compensation Committee using data for senior management as described for the President/CEO in Line 15a.
Form 990, Part VI, Section C, line 19	Financial Statements are made available to the public on the Organization's website. Other documents are made available upon request. Non-Program Expense Ratio - Management, General and Fundraising: The costs associated to provide stewardship, financial oversight, internal controls and donor relationship management total $10,340,890 (total fundraising and management/general expenses per Part IX excluding depreciation). These costs are foundational to support the community impact and mission work of United Way of Greater Houston. These costs as a percentage of total revenue are 16.72%. Because costs and revenue can fluctuate from year to year, a rolling 5-year average provides a normalization of this ratio. The rolling 5-year average of these costs, excluding revenue from disaster contributions, is 16.21%.

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

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:
Software Version: