TY 2021 Form 990

Instrumentl eFile RenderObject ID: 202212709349301871 - Rendered 2024-12-30 TIN: 74-1167964

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 04-01-2021 , and ending 03-31-2022

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 $ 66,144,821

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	49
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	49
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	218
6	Total number of volunteers (estimate if necessary) .............	6	6,400
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) .........	89,960,688	61,358,826
9	Program service revenue (Part VIII, line 2g) .........	3,155,222	2,170,513
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	2,170,059	514,844
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	-18,066	-11,606
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	95,267,903	64,032,577
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	66,381,475	65,034,887
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)	16,365,335	15,720,804
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	159,000
b	Total fundraising expenses (Part IX, column (D), line 25) 6,025,161
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	7,605,113	9,546,157
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	90,351,923	90,460,848
19	Revenue less expenses. Subtract line 18 from line 12.......	4,915,980	-26,428,271
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	102,421,999	90,238,589
21	Total liabilities (Part X, line 26).............	26,645,898	40,658,786
22	Net assets or fund balances. Subtract line 21 from line 20.....	75,776,101	49,579,803

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 $ 51,062,756 including grants of $ 48,868,898 ) (Revenue $ 382,415 )
	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 in 2018. Last year, 774,000 individuals got the help they needed 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; 614,000 families and neighborhoods got 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; 204,000 young people got 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; and 30,000 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 $ 16,464,376 including grants of $ 3,680,779 ) (Revenue $ 1,788,098 )
	See Schedule OCommunity Outreach services / programs: 2-1-1 Texas/United Way HELPLINE - In 2021, the 2-1-1 Texas/United Way HELPLINE connected 1.1 million of our neighbors with help, hope, and critical resources, though live chat, text, and chatbot services. 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. These centers, located in the Bay Area of Harris County, Fort Bend County, Montgomery County, and Waller County, house nonprofit organizations to help with basic needs, counseling, services for children and youth, employment services, and other critical needs, and to bring services closer to where people live.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 and its Project Blueprint program. In 2021, more than 600 people logged into Power Tools 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 2021, Project Blueprint prepared 33 emerging and current leaders in our multicultural community for leadership on nonprofit and public sector boards.The Community Resource Center Facility space is made available at no/low cost to nonprofits and community organizations.

4c	(Code: ) (Expenses $ 12,485,210 including grants of $ 12,485,210 ) (Revenue $ )
	See Schedule ODisaster Preparedness and Recovery - United Way provides support to our first responders on a year-round basis through our work with community leadership Disaster Summits and Long-Term Recovery convenings and committees. In times of disaster, United Way raises and invests funds for immediate recovery. In February 2021, the Texas Severe Winter Storm paralyzed our community. Freezing temperatures, icy roads, and power and water outages created unforeseen hardship, especially as our community continued to grapple with an ongoing pandemic. Thanks to generous donors, United Way raised over $17 million to support the needs of our community suffering from the effects of the Winter Storm. All of these funds were disbursed through grants to nearly 60 unique nonprofit partners providing critical resources and recovery services to impacted families. These funds served more than 27,000 individuals in over 8,000 households. The categories of expenditures are provision of basic needs of food and shelter, case management to guide individuals through recovery, funding for minor home repair, and assistance with behavioral health and unmet needs. These funds are not used for United Way internal staffing, infrastructure, technology operations or any other internal purpose. These funds 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 expenses80,012,342

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

Yes

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

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

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.........

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..

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

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....

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

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

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

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.......

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.......

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

11d

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

11e

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

11f

12a

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

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

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. ....

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

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

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.....

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........

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

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..

Yes

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

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

218

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) Armando Perez...................................................................... 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) Willie Chiang...................................................................... Trustee	2.00 ................. 0.00	X		0	0	0
(12) Cynthia Colbert...................................................................... Trustee	2.00 ................. 0.00	X		0	0	0
(13) Daniel Cardinal DiNardo...................................................................... Trustee	2.00 ................. 0.00	X		0	0	0
(14) Leslie Duke...................................................................... Trustee	2.00 ................. 0.00	X		0	0	0
(15) Tina Faraca...................................................................... Trustee	2.00 ................. 0.00	X		0	0	0
(16) Clint Follette...................................................................... Trustee	2.00 ................. 0.00	X		0	0	0
(17) Jesse Gelsomini...................................................................... 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) Mary Beth Gracy........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(19) John Gremp........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(20) Scott Hallam........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(21) John Johnson........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(22) Sandy Johnson........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(23) Ryan Lance........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(24) Rabbi David Lyon........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(25) Liam Mallon........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(26) Nataly Marks........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(27) Ralph Martinez........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(28) Lilyanne McClean........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(29) Wayne McConnell........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(30) Kenneth M Mercado........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(31) Ron Oran........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(32) Sue Payne........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(33) Doug Pferdehirt........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(34) Jean-Francois Poupeau........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(35) Tracie J Renfroe........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(36) Jamey Rootes........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(37) Joe Rovig........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(38) Becky Rush........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(39) Geraldine Slattery........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(40) Steve Stephens........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(41) Y Ping Sun........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(42) Eric Tanzberger........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(43) Christi Thoms-Knox........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(44) Sam Tucker........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(45) Marc Watts........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(46) Donna Sims Wilson........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(47) Don Woo........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(48) Bill Yardley........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(49) Melissa Young........................................................................ Trustee	2.00 .......................0.00	X					0	0	0
(50) Amanda McMillian........................................................................ President & CEO	50.00 .......................0.00		X				315,722	0	53,878
(51) Jaideep Hebbar........................................................................ VP & CFSO (from Dec 2021)	50.00 .......................0.00		X				29,004	0	0
(52) Michael K Stewart........................................................................ EVP & CFO (to Sept 2021)	50.00 .......................0.00		X				196,898	0	15,057
(53) Angel Harris........................................................................ VP & Chief Adv. Officer	50.00 .......................0.00			X			243,937	0	17,037
(54) Donna L Cook........................................................................ VP, Communications & CBO	50.00 .......................0.00			X			171,724	0	31,434
(55) Wendy M Johnson........................................................................ VP, HR & Chief Admin. Officer	50.00 .......................0.00			X			166,342	0	12,836
(56) Margaret M Oser........................................................................ VP, Mission & Strategy	50.00 .......................0.00			X			159,783	0	23,059
(57) Barbara L Walker........................................................................ AVP, Donor Relations	50.00 .......................0.00				X		182,167	0	26,256
(58) Jeffrey Nash........................................................................ AVP, Innovation & Data Mgt	50.00 .......................0.00				X		148,162	0	41,650
(59) Traci M Jack........................................................................ Sr Director, Strategy & Analytics	50.00 .......................0.00				X		159,841	0	13,170
(60) Veronica Hagerty........................................................................ AVP, Community Relations	50.00 .......................0.00				X		145,410	0	22,340
(61) Mary Vazquez........................................................................ VP Community Outreach	50.00 .......................0.00				X		144,209	0	43,189
(62) Anna M Babin........................................................................ Senior Advisor	50.00 .......................0.00					X	452,742	0	22,174

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	2,515,941	0	322,080

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

Yes

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
GardaWorld Security Services 13333 NW Freeway Houston,TX77040	Security	266,229
Deutser LLC 5847 San Felipe St Ste 2500 Houston,TX77057	Consulting	258,305
Houston Public Media 4343 Elgin Houston,TX77204	Media promotions	196,559
Boston Children's Hospital 300 Longwood Avenue Boston,MA02115	Evaluation services	190,657
Working Partners LLC 1302 Waugh Dr 126 Houston,TX77019	Consulting	167,064
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 12

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	53,096,625
b	Membership dues..		1b
c	Fundraising events..		1c	101,867
d	Related organizations		1d
e	Government grants (contributions)		1e	1,757,876

f	All other contributions, gifts, grants, and similar amounts not included above		1f	6,402,458

g	Noncash contributions included in lines 1a - 1f:$		1g	1,869,394

h Total. Add lines 1a-1f.......		61,358,826

		Business Code
2a	Government contracts/fees	900099	1,422,034	1,422,034
b	Referral services/other	519100	382,415	382,415
c	Support services	561000	329,800	329,800
d	MAP registration	561000	36,264	36,264
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		2,170,513

3 Investment income (including dividends, interest, and othersimilar amounts) ......			495,299			495,299
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		2,072,527	7a
b	Less: cost or other basis and sales expenses		2,052,982	7b
c	Gain or (loss)		19,545	7c
d	Net gain or (loss).........			19,545			19,545
8a	Gross income from fundraising events (not including $ 101,867of contributions reported on line 1c). See Part IV, line 18 ....
			8a	47,656
b	Less: direct expenses ...		8b	59,262
c	Net income or (loss) from fundraising events..			-11,606			-11,606
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.....			64,032,577	2,170,513	0	503,238

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 ....	65,034,887	65,034,887
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
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 ...........	1,431,240	604,699	508,854	317,687
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	10,977,603	6,516,977	1,835,982	2,624,644
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	798,803	470,554	138,832	189,417
9	Other employee benefits .......	1,654,169	958,740	306,357	389,072
10	Payroll taxes ...........	858,989	494,232	161,259	203,498
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	2,725	176	2,549
c	Accounting ...........	73,513		73,513
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17	159,000			159,000
f	Investment management fees ......	34,006		34,006
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	1,614,655	509,779	550,198	554,678
12	Advertising and promotion ....	226,644	113,322		113,322
13	Office expenses .......	677,424	397,913	93,501	186,010
14	Information technology ......	784,675	343,328	128,842	312,505
15	Royalties ..
16	Occupancy ...........	1,798,039	1,516,056	108,116	173,867
17	Travel ............	58,048	10,955	31,572	15,521
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	276,095	5,177	18,438	252,480
20	Interest ...........
21	Payments to affiliates .......	1,122,290	623,233	243,911	255,146
22	Depreciation, depletion, and amortization ..	1,259,942	814,300	169,211	276,431
23	Insurance ...	17,869	15,067	1,074	1,728
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	Program expenses	1,572,350	1,572,350
b	Dues & subscriptions	27,882	10,597	17,130	155
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	90,460,848	80,012,342	4,423,345	6,025,161
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 .........			18,127,003	2	10,195,086
3	Pledges and grants receivable, net ......			31,165,930	3	28,027,576
4	Accounts receivable, net .............			519,810	4	28,602
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 ............			24,904	8	29,200
9	Prepaid expenses and deferred charges ......			394,524	9	181,421
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	47,314,152
b	Less: accumulated depreciation	10b	18,314,100	30,085,112	10c	29,000,052
11	Investments—publicly traded securities .			21,873,074	11	22,589,830
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 ...........			231,642	15	186,822
16	Total assets. Add lines 1 through 15 (must equal line 33)...			102,421,999	16	90,238,589

17	Accounts payable and accrued expenses .....	1,892,483	17	1,821,572
18	Grants payable ...	23,745,763	18	37,935,233
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D	1,007,652	21	901,981
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		25
26	Total liabilities. Add lines 17 through 25..	26,645,898	26	40,658,786

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	62,272,825	27	45,095,653
28	Net assets with donor restrictions ...........	13,503,276	28	4,484,150
	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 ...........	75,776,101	32	49,579,803
33	Total liabilities and net assets/fund balances ........	102,421,999	33	90,238,589

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) ............

64,032,577

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

90,460,848

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

-26,428,271

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

75,776,101

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

231,973

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))

49,579,803

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