United Way of Williamson County

EIN: 237396732 501(c)(3)

Round Rock, TX

Total Revenue
$1,243,163
Total Expenses
$892,898
Total Assets
$1,686,301
Net Assets
$1,546,612
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1975
Legal Domicile
TX
Phone
5122556799
Tax Period
2020-07-01 to 2021-06-30

United Way of Williamson County, founded in 1975, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2020. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $350K, a strong 28% operating margin.

Mission

The mission of United Way of Williamson County is to unite people and organizations throughout Williamson County in order to build stronger communities and improve lives.

Program Service Accomplishments

Program 1
Expenses: $668,071

More than a fundraiser, United Way of Williamson County works locally to change lives and create pathways for a better life for everyone who lives here. A multi-faceted approach, focused on lasting...

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More than a fundraiser, United Way of Williamson County works locally to change lives and create pathways for a better life for everyone who lives here. A multi-faceted approach, focused on lasting solutions, brings together the community to positively impact children, families and seniors. We are working to make it easier for everyone to have a good quality of life; a good education which is essential to getting a good job with health benefits, an income that can cover today's needs and save for tomorrow strengthens the financial stability of a family, and good health so children can succeed in school and adults at work. The first approach to this work involves providing financial support to partner programs that deliver measurable progress so that individuals and families can improve their quality of life. through a second approach, United Way of Williamson County engages other community partners (government, education, nonprofit businesses, individuals) in collaborative work aimed at removing obstacles and creating more pathways to a better life. Initial collaborative work has resulted in the creation and management of strategic programs that offer more free tax preparation, financial literacy classes, free books for economically disadvantaged preschoolers, and more adult mentors connected to at-risk students.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $1,230,342
Program Service Revenue $0
Investment Income $12,821
Other Revenue $0
TOTAL REVENUE $1,243,163

Expense Breakdown

Grants Paid $370,000
Salaries & Benefits $362,567
Fundraising Expenses $119,616
Program Expenses $727,443
Other Expenses $160,331
TOTAL EXPENSES $892,898

Year-over-Year Comparison

2020 2019 Change
Revenue $1,243,163 $1,071,864 +0.2%
Expenses $892,898 $1,004,868 -0.1%
Net Income $350,265 $66,996 +4.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
15
Independent Members
15
Employees
10
Volunteers
1000

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$80,633
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jim Howicz Chair 2.4
Officer Director
$0 $0 $0
Jennifer Byrd Vice Chair RDC Chair 2.4
Officer Director
$0 $0 $0
Jessica Pelache Secretary 2.4
Officer Director
$0 $0 $0
Isaac Diaz Treasurer 2.4
Officer Director
$0 $0 $0
Jerry Dreyer Immediate Past Chair 2.4
Officer Director
$0 $0 $0
Mark Brody Board Member 1.2
Director
$0 $0 $0
Stephanie Featherstone Board Member 1.2
Director
$0 $0 $0
Jay Fox Board Member 1.2
Director
$0 $0 $0
Henry Green Board Member 1.2
Director
$0 $0 $0
Kim McAuliffe Board Member 1.2
Director
$0 $0 $0
Bill McCormick Board Member 1.2
Director
$0 $0 $0
Paul Phillips Board Member 1.2
Director
$0 $0 $0
Mara Spak Board Member 1.2
Director
$0 $0 $0
Don Tracy Board Member 1.2
Director
$0 $0 $0
Isaac Turner Board Member 1.2
Director
$0 $0 $0
Jodee O'Brien CEO 40
Officer
$69,018 $11,615 $80,633
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2021 $1,243,163 $892,898 $1,686,301 $350,265
2021 $469,339 $675,342 No data $-206,003
2020 $1,071,864 $1,004,868 $1,434,536 $66,996
2019 $1,082,398 $1,225,833 $1,326,031 $-143,435
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