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Erath County United Way

Tax-deductible

Stephenville, TX501(c)(3) EIN 23-7135816Revenue $156K in FY2024

On file with the IRSerathcountyuw.orgPo Box 1352, 76401-0014 · Stephenville, TXTax-exempt since Nov 1971Publicly supported charity — 170(b)(1)(A)(vi)

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To provide funds to various 501(c)3 not-for-profit organizations (partner agencies) which provide services to Erath County.

501(c)(3) charity; gifts are tax-deductible.
81¢ of each $1 spent went to programs.
$61K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average deficit $3K a year · under 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$61K
to officers and key staff · 17% of spending
Fine: pay to officers and key staff is 17% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
13 mo
of spending, in cash
Looks good: 12.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $7K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2K
0.3% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$156K
-73% vs prior year
Spent
$363K
To programs
81%
Net assets
$576K
By yearFY2020–FY2024
Revenue
$156K
FY2024▼ -73%
Tap a bar for its year
Revenue by fiscal year
FY2020$272K
FY2021$437K
FY2022$601K
FY2023$581K
FY2024$156K
Expenses
$363K
FY2024▼ -15%
Tap a bar for its year
Expenses by fiscal year
FY2020$283K
FY2021$418K
FY2022$567K
FY2023$428K
FY2024$363K
Net assets
$576K
FY2024▼ -26%
Tap a bar for its year
Net assets by fiscal year
FY2020$578K
FY2021$597K
FY2022$631K
FY2023$783K
FY2024$576K

From the FY2024 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 1971.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $296K Management & general 17% · $61K Fundraising 2% · $6K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

16 people listed on the 990; $61K paid to officers and key staff.

Part VII, Section A · reportable compensation
$61,223Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Amy Troutman
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Lisa Scroggins$61,223$59,332$48,761$50,303$38,195

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Erath County United Way executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds partner agencies providing services to Erath County residents.

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Provided by the organization

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1 program · $296K · in their own filed words · FY2024
01

To provide funds to various 501(c)3 not-for-profit oreganizations (partner agencies) which provide services to erath county.

$296Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Charities Aid Foundation AmericaFY2024$7K
Total grants receivedfrom 1 funder$7K
Grants paid · 5 grants · $787K · 2020–2024
Individual RecipientFY2024$144,293
Individual RecipientFY2023$146,417
Individual RecipientFY2022$149,134
Individual RecipientFY2021$158,387
Individual RecipientFY2020$188,368

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$156K
Ln 12
Gifts and grantsLn 1h$156K
Investment incomeLn 3$5
Money outPt IX
$363K
Ln 25
Programscol B$296K
Managementcol C$61K
Fundraisingcol D$6K
Owns and owesPt X
$576K
net assets · Ln 32
Cash and savingsLn 1–2$390K
Total assetsLn 16$578K
LiabilitiesLn 26$2K
PeoplePt VI, VII
16
listed · VII A
PaidVII A1
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$156K
Noncash giftsLn 1g$12K
Fundraising eventsLn 1c$4K
Investment incomeLn 3$5
Total revenueLn 12$156K
Assets in detailPt X, end of year
CashLn 1$390K
Cash and savings togetherLn 1–2$390K
Total assetsLn 16$578K
LiabilitiesLn 26$2K
Net assetsLn 32$576K
OperationsPt I, VI
EmployeesI 51
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$613K$390K
Total assetsLn 16$785K$578K
LiabilitiesLn 26$1K$2K
Net assetsLn 32$783K$576K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$144K$144K
Other salaries and wagesLn 7$49K$12K$32K$5K
Accounting feesLn 11c$7K$7K
Advertising and promotionLn 12$2K$2K
Office expensesLn 13$216$216
OccupancyLn 16$12K$12K
Other expenses (24a–d)Ln 24$146K$139K$6K
All other expensesLn 24e$4K$4K
Total functional expensesLn 25$363K$296K$61K$6K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $156K$363K−$207K$576K 990 PDF
FY2023 $581K$428K$153K$783K 990 PDF
FY2022 $601K$567K$33K$631K 990 PDF
FY2021 $437K$418K$19K$597K 990 PDF
FY2020 $272K$283K−$11K$578K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $156,014 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $580,115$156,009
I-9 Program service revenue$0
I-10 Investment incomePrior year $994$5
I-11 Other revenue$0
I-12 Total revenuePrior year $581,109$156,014
I-13 Grants and similar amounts paidPrior year $146,417$144,293
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $67,612$48,723
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $214,246$169,968
I-18 Total expensesPrior year $428,275$362,984
I-19 Revenue less expensesPrior year $152,834−$206,970
Part VI · Governance 15 of 15 board members independent, 1 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $156,014 across 7 lines filed
VIII-1c Fundraising events$3,656
VIII-1f All other contributions, gifts and grants$152,353
VIII-1g Noncash contributions (included above)$11,732
VIII-1h Total contributions, gifts and grants$156,009
VIII-3 Investment incomeRelated to mission $5$5
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $5 · Unrelated business $0 · Excluded from tax $0$156,014
Part IX · Statement of functional expenses $362,984 across 8 lines filed
IX-1 Grants to domestic organizationsPrograms $144,293$144,293
IX-7 Other salaries and wagesPrograms $12,181 · Management $31,670 · Fundraising $4,872$48,723
IX-11c Accounting feesManagement $7,000$7,000
IX-12 Advertising and promotionFundraising $1,614$1,614
IX-13 Office expensesManagement $216$216
IX-16 OccupancyManagement $11,732$11,732
IX-24 Other expenses (24a–d)Programs $139,289 · Management $6,414$145,703
IX-24e All other expensesManagement $3,703$3,703
IX-25 Total functional expensesPrograms $295,763 · Management $60,735 · Fundraising $6,486$362,984
Part X · Balance sheet $578,102 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $612,862$389,848
X-3 Pledges and grants receivableStart of year $171,600$186,000
X-9 Prepaid expenses and deferred chargesStart of year $280$2,254
X-16 Total assetsStart of year $784,742$578,102
X-17 Accounts payable and accrued expensesStart of year $1,326$1,656
X-26 Total liabilitiesStart of year $1,326$1,656
X-27 Net assets without donor restrictionsStart of year $605,715$428,446
X-28 Net assets with donor restrictionsStart of year $177,701$148,000
X-32 Total net assets or fund balancesStart of year $783,416$576,446
X-33 Total liabilities and net assetsStart of year $784,742$578,102
Part XI · Reconciliation of net assets $576,446 net assets at year end
XI-1 Total revenue$156,014
XI-2 Total expenses$362,984
XI-3 Revenue less expenses−$206,970
XI-4 Net assets at start of year$783,416
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$576,446

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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