Civic Intelligence

Lubbock Area United Way Inc

EIN 75-0961812 • 501(c)3 • Lubbock, TX

Profile

Giving people hope. Working to address the root issues of the significant challenges facing our south plains communities to create lasting, positive change.

1655 Main Street 101Lubbock, TX 79401

www.lubbockunitedway.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

41st percentile

0.10x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.26x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

36th percentile

$148,953

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

49th percentile

3.9%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

12%

Faster revenue growth than 59% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$15,314,286

Up $575,688 (+3.9%) from 2023

Liabilities

Down

$1,585,920

Down $460,857 (-23%) from 2023

Net Assets

Up

$13,728,366

Up $1,036,545 (+8.2%) from 2023

Revenue

Up

$6,215,050

Up $663,076 (+12%) from 2023

Expenses

Down

$5,065,880

Down $165,571 (-3.2%) from 2023

Net Income

Up

$1,149,170

Up $828,647 (+259%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2010: $9,357,562Liabilities 2010: $4,640,281Net Assets 2010: $4,717,2812010Assets 2011: $9,650,109Liabilities 2011: $4,837,412Net Assets 2011: $4,812,6972011Assets 2012: $11,195,139Liabilities 2012: $5,021,004Net Assets 2012: $6,174,1352012Assets 2013: $11,393,769Liabilities 2013: $5,104,262Net Assets 2013: $6,289,5072013Assets 2014: $11,636,864Liabilities 2014: $5,236,063Net Assets 2014: $6,400,8012014Assets 2015: $11,654,786Liabilities 2015: $5,368,106Net Assets 2015: $6,286,6802015Assets 2016: $11,756,740Liabilities 2016: $5,273,200Net Assets 2016: $6,483,5402016Assets 2017: $12,008,491Liabilities 2017: $1,902,684Net Assets 2017: $10,105,8072017Assets 2018: $11,845,221Liabilities 2018: $1,779,269Net Assets 2018: $10,065,9522018Assets 2019: $12,059,870Liabilities 2019: $1,576,656Net Assets 2019: $10,483,2142019Assets 2020: $12,227,817Liabilities 2020: $1,663,772Net Assets 2020: $10,564,0452020Assets 2021: $12,407,025Liabilities 2021: $1,599,907Net Assets 2021: $10,807,1182021Assets 2022: $13,704,828Liabilities 2022: $1,636,875Net Assets 2022: $12,067,9532022Assets 2023: $14,738,598Liabilities 2023: $2,046,777Net Assets 2023: $12,691,8212023Assets 2024: $15,314,286Liabilities 2024: $1,585,920Net Assets 2024: $13,728,3662024

Highlighted filing

2024

Assets$15,314,286
Liabilities$1,585,920
Net Assets$13,728,366

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $4,378,3002010Revenue 2011: $5,547,161Expenses 2011: $5,434,738Net Income 2011: $112,4232011Expenses 2012: $5,085,1012012Revenue 2013: $5,300,608Expenses 2013: $5,281,983Net Income 2013: $18,6252013Revenue 2014: $5,500,281Expenses 2014: $5,406,143Net Income 2014: $94,1382014Revenue 2015: $5,541,728Expenses 2015: $5,545,829Net Income 2015: -$4,1012015Revenue 2016: $5,738,845Expenses 2016: $5,609,178Net Income 2016: $129,6672016Revenue 2017: $5,718,811Expenses 2017: $5,582,174Net Income 2017: $136,6372017Revenue 2018: $5,711,250Expenses 2018: $5,529,523Net Income 2018: $181,7272018Revenue 2019: $5,447,463Expenses 2019: $5,335,679Net Income 2019: $111,7842019Revenue 2020: $5,231,394Expenses 2020: $5,164,673Net Income 2020: $66,7212020Revenue 2021: $5,587,125Expenses 2021: $5,271,156Net Income 2021: $315,9692021Revenue 2022: $6,583,941Expenses 2022: $5,231,708Net Income 2022: $1,352,2332022Revenue 2023: $5,551,974Expenses 2023: $5,231,451Net Income 2023: $320,5232023Revenue 2024: $6,215,050Expenses 2024: $5,065,880Net Income 2024: $1,149,1702024

Highlighted filing

2024

Revenue$6,215,050
Expenses$5,065,880
Net Income$1,149,170

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.3$1.59$13.7$6.22$5.07$1.15
2023Detailed filing. Detailed filing data is available for this year.$14.7$2.05$12.7$5.55$5.23$0.32
2022Detailed filing. Detailed filing data is available for this year.$13.7$1.64$12.1$6.58$5.23$1.35
2021Detailed filing. Detailed filing data is available for this year.$12.4$1.60$10.8$5.59$5.27$0.32
2020Detailed filing. Detailed filing data is available for this year.$12.2$1.66$10.6$5.23$5.16$0.07
2019Detailed filing. Detailed filing data is available for this year.$12.1$1.58$10.5$5.45$5.34$0.11
2018Detailed filing. Detailed filing data is available for this year.$11.8$1.78$10.1$5.71$5.53$0.18
2017Detailed filing. Detailed filing data is available for this year.$12.0$1.90$10.1$5.72$5.58$0.14
2016Detailed filing. Detailed filing data is available for this year.$11.8$5.27$6.48$5.74$5.61$0.13
2015Detailed filing. Detailed filing data is available for this year.$11.7$5.37$6.29$5.54$5.55$0.00
2014Detailed filing. Detailed filing data is available for this year.$11.6$5.24$6.40$5.50$5.41$0.09
2013Detailed filing. Detailed filing data is available for this year.$11.4$5.10$6.29$5.30$5.28$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$5.02$6.17$5.09
2011Summary only. Only limited summary data is available for this year.$9.65$4.84$4.81$5.55$5.43$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.36$4.64$4.72$4.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$24,430,915
Mission and Program Overview

Mission

Giving people hope. To create meaningful and tangible impact in the lubbock community. To bring the community together to look at the most urgent needs and do whatever is needed to improve lives. To work to address the needs of today and the issues of tomorrow. To empower people to make a real difference in the lubbock community.

Giving people hope. Working to address the root issues of the significant challenges facing our south plains communities to create lasting, positive change.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$8,613,958$9,977,872▲ $1,363,914
Pledges and Grants Receivable$3,942,322$3,729,387▼ $212,935
Land, Buildings, and Equipment, Net$649,251$602,574▼ $46,677
Cash and Non-Interest-Bearing Accounts$581,853$569,911▼ $11,942
Accounts Receivable$539,631$316,760▼ $222,871
Prepaid Expenses and Deferred Charges$400,904$108,202▼ $292,702
Total Assets$14,738,598$15,314,286▲ $575,688
Other Assets Total$10,679$9,580▼ $1,099
Liabilities
Grants Payable$756,732$596,045▼ $160,687
Escrow Account Liability$667,534$584,524▼ $83,010
Accounts Payable and Accrued Expenses$225,264$259,026▲ $33,762
Other Liabilities$386,568$140,540▼ $246,028
Mortgage Notes Payable Secured by Investment Property$10,679$5,785▼ $4,894
Total Liabilities$2,046,777$1,585,920▼ $460,857
Net Assets / Fund Balance
Net Assets With Donor Restrictions$10,503,796$10,503,796→ $0
Net Assets Without Donor Restrictions$2,188,025$3,224,570▲ $1,036,545
Total Net Assets Fund Balance$12,691,821$13,728,366▲ $1,036,545
Total Liabilities and Net Assets / Fund Balance$14,738,598$15,314,286▲ $575,688

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$287,742$634,431$922,173
Land$282,851-$282,851
Equipment$31,981$230,498$262,479

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$5,983,026$1,012,164▲ $368,779$126,787$7,214,062
2023$5,318,699$463,513▲ $350,202$129,930$5,983,026
2022$3,835,746$2,076,398▼ $416,632$160,664$5,318,699
2021$3,525,743$33,478▲ $417,043$125,135$3,835,746
2020$3,304,184$91,017▲ $276,897$132,459$3,525,743
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amanda McafeePresident/CEOFT$132,700$16,253$148,953
Alpha OsbyVP/financeFT$81,800$12,301$94,101

Board Members and Trustees

NameTitle
Dr Kathy RolloBoard Chair
Matt ErnstCampaign Chair
Jon Mark BernalCommunity Impact Chair
Lloyd WhetzelEndowment Chair
Chad GrantBoard Vice Chair
Amy PunchardBoard Member
Becky GarzaBoard Member
Becky PalmerBoard Member
Ben AlexanderBoard Member
Bill StubblefieldBoard Member
Brooke WitcherBoard Member
Chris BoutwellBoard Member
Chris JamesBoard Member
Chris RamirezBoard Member
Derek DannerBoard Member
Dr Andrea ParkerBoard Member
Dr Nancy TrevinoBoard Member
John ZwiacherBoard Member
Julie MandrellBoard Member
Kathleen BurrellBoard Member
Keith PatrickBoard Member
Laura VinsonBoard Member
Lindsey DiazBoard Member
Liz MorganBoard Member
Macy SatterwhiteBoard Member
Mark GriffinBoard Member
Meredith ImesBoard Member
Natalie HarvillBoard Member
Phillip WaldmannBoard Member
Reggie DialBoard Member
Renee DavisBoard Member
Rick RodriguezBoard Member
Tyler YoungBoard Member
Kelsey RobertsonMarketing Communications C
Brian IrlbeckTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,627,250
Program Service Revenue
$0
Investment Income
$525,117
Other Revenue
$62,683
All Other Contributions
$5,528,259
Change in Net Assets
$1,149,170

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,663,306
Revenue Not Reported on Financial Statements
$551,744
Revenue Not Reported on Form 990
$-112,625
Other Revenue Adjustments
$551,744
Total Revenue per Audited Statements
$5,550,681
Total Revenue per Form 990
$6,215,050
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,861,858
Salaries, Compensation, and Employee Benefits$813,191
Other Expenses$390,831
Total Fundraising Expense$368,761
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,861,858--$3,861,858
Other Salaries and Wages$34,533$254,682$142,449$431,664
Current Officers, Directors, Trustees, and Key Employees$17,160$126,555$70,785$214,500
Other Employee Benefits$8,899$65,633$36,709$111,241
Information Technology$7,031$51,851$29,001$87,883
Payroll Taxes$4,095$30,203$16,893$51,191
Conferences and Meetings$3,852$28,405$15,887$48,144
Occupancy$3,366$24,827$13,886$42,079
Office Expenses$2,569$18,945$10,596$32,110
Advertising$2,091$15,424$8,627$26,142
Fees for Services Accounting-$18,500-$18,500
Depreciation Depletion$6,208-$10,129$16,337
Other Expenses$6,046$3,672$11,017$14,689
Fees for Services Other$9,986--$9,986
Pension Plan Contributions$368$2,711$1,516$4,595
Insurance-$3,202-$3,202
Travel-$500$1,266$1,766
Total Functional Expenses$3,968,062$729,057$368,761$5,065,880

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,065,880
Expenses per Audited Statements$4,514,136
Total Expenses per Audited Statements$4,514,136
Expenses Not Reported on Financial Statements$551,744
Other Expense Adjustments$551,744
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
State Employee Charitable CampaignLubbock, TX501(c)(3)Local Campaign Manager for the State Employee Charitable Campaign (secc).$420,913
Early Learning Centers of Lubbock IncLubbock, TX501(c)(3)To Provide Developmental Childcare Program Activities to Meet Physical, Emotional, Social and Cognitivie Needs of Children Regardless of Family Income.$412,460
YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF LUBBOCKLubbock, TX501(c)(3)To Provide Activities to Enrich the Lives of Children in a Safe Environment and Meet the Need for Quality Affordable Childcare After School Hours and During School Breaks.$226,360
Boys and Girls Club of LubbockLubbock, TX501(c)(3)To Provide a Safe and Positive Place for Children.$224,462
LUBBOCK CHILDREN'S HEALTH CLINICLubbock, TX501(c)(3)To Provide Comprehensive Quality Health Care for Low Income Children Including Sick Care, Well Exams and Immunizations. the Clinic Encourages Preventative Health Care by Serving as a Medical Home for Children With Acute Illnesses as Well as Follow Up Care That May Prevent Conditions From Developing Into More Serious Problems.$189,800
The Salvation ArmyLubbock, TX501(c)(3)Comprehensive Emergency Assistance and Provided Shelter and Food to the Needy and Homeless.$189,670
Guadalupe Parkway Neighborhood Centers IncLubbock, TX501(c)(3)To Provide After School and Summer Programs for Children, Age Pre-k Through 7th Grade, Create Opportunities for Growth, Learning and Building Self Esteem. Activities Include Academic Homework Assistance and Enrichment, Sports and Recreation, Character Development, Dance and Fine Arts, Computer Skills, Community Events and Scouting.$184,530
Volunteer Center of Lubbock IncLubbock, TX501(c)(3)To Promote Volunteerism and to Provide Management Assistance Services for Non-profit Organizations.$177,137
Legal Aid Society of Lubbock IncLubbock, TX501(c)(3)To Provide Free And/or Reduced Cost Legal Assistance, Advocacy, and Quality Counsel in the Areas of Family and Elder Law in Lubbock, Texas and the Surrounding Counties.$171,421
Communities in Schools on the South Plains IncLubbock, TX501(c)(3)To Provide a Year Round in School Prevention and Intervention Program That Empowers Young People to Stay in School. Case Managers Work With Students in Lubbock and the Surrounding School Districts to Succesfully Learn and Prepare for Life by Facilitating the Connection of Community Resources in the School Setting.$149,600
Catholic Family Services IncLubbock, TX501(c)(3)To Assist Low Income and Elderly Persons With Eye Glasses, Prescriptions, Hearing Aids, Dentures and Transportation.$147,425
Family Counseling ServicesLubbock, TX501(c)(3)To Provide Affordable Counseling Services to Individuals, Married Couples, Families and Groups.$145,330
The Parenting CottageLubbock, TX501(c)(3)To Provide Personal in Home Visits With Certified Parent Educators and Parents of Children Age 0 to Kindergarten to Provide a Safe, Stable and Supportive Family Environment. Educators Provide Early Learning Information, Age Appropriate Activities, and an Assessment of Health, Development, Vision and Hearing and Referrals to Resources in the Community.$134,694
Voice of Hope Lubbock Rape Crisis CenterLubbock, TX501(c)(3)To Provide Help, Hope and Healing to All Persons Affected by Sexual Violence by Providing Education, Awareness and Support.$129,435
WOMEN'S PROTECTIVE SERVICES OF LUBBOCK INCLubbock, TX501(c)(3)COMMUNITY EDUCATION TO PREVENT INCIDENTS OF FAMILY VIOLENCE; SHELTER SERVICES TO CREATE A SAFE AND SUPPORTIVE ENVIRONMENT FOR THE PURPOSE OF ASSISTING WOMEN, CHILDREN AND FAMILIES IN CRISIS AND TRANSITIONAL SERVICES.$114,725
West Texas Girl Scout Council IncLubbock, TX501(c)(3)To Build Courage, Confidence and Character.$106,420
Big Brothersbig Sisters of LubbockLubbock, TX501(c)(3)To Encourage Children of Single Parents or Non Traditional Homes to Develop Positive Social Behavior and Respect by Providing Adult, One on One Friendships Through Professionally Trained Staff.$106,000
CHILDREN'S ADVOCACY CENTER OF THE SOUTH PLAINSLubbock, TX501(c)(3)To Assist Children Who Are Victims of Abuse and Trauma.$104,970
Casa of the South Plains IncLubbock, TX501(c)(3)To Provide Advocates for Abused and Neglected Children in the Court System.$101,135
Goodwill Industries of Lubbock IncLubbock, TX501(c)(3)Providing Employment Training, Job Placement and Other Services for People With a Disability, People Who Lack Education or Job Experience and Others in Need.$100,000
Boy Scouts of America Council 694 South PlainsLubbock, TX501(c)(3)To Serve Others by Helping to Instill Values in Young People And, in Other Ways, to Prepare Them to Make Ethical Choices Over Their Lifetime in Achieving Their Full Potential.$97,190
South Plains Chapter of the American Red CrossLubbock, TX501(c)(3)To Provide Relief to Victims of Disaster and Help People Prevent, Prepare For, and Respond to Emergencies.$96,091
Literacy LubbockLubbock, TX501(c)(3)To Develop and Support Adult and Family Literacy Services.$68,090
Lutheran Social Services (upbring)Lubbock, TX501(c)(3)Provide Free Health Screening, Education and Support for Low-income Patients.$64,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$182,899
Fundraising Direct Expenses$123,715
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinners & Campaign Kickoff$88,306$88,306$8,806$79,500
Golf Tournament$136,500$37,509$899$36,610
Total Events$281,890$182,899$123,715$59,184
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Participating Federations/agencies$140,540
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The finance committee will review, discuss, and approve a preliminary version of the 2024 form 990. The board will be presented a copy of the final version of the 2024 form 990 for its review, discussion and approval via adobe sign. The review, discussion and approval will be performed prior to submission of the form 990 to the irs.

Form 990, Part VI, Section B, Line 12C

Annually each board member and employee is required to disclose any potential conflicts of interest.

Form 990, Part VI, Section B, Line 15

A biannual compensation committee reviews officer salaries and recommends to the board compensation levels based on compensation surveys, inflation and merit.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interst policy and audited financial statements are available for viewing by the public at the organization's office in lubbock, tx. In addition the organization posts a copy of the most recent financial statement audit on its website.

Filing and Contact Details

Filer

Filer Name
Lubbock Area United Way Inc
EIN
75-0961812
Phone
8067472711
Address
1655 MAIN STREET 101, LUBBOCK, TX 79401

Signing Officer

Name
Amanda Mcafee
Title
President/CEO
Phone
8067472711
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amanda Mcafee
Formed
1946
Legal Domicile
TX
Voting Board Members
35
Independent Board Members
35
Employees
13
Volunteers
1,674

Preparer

Firm
Bolinger Segars Gilbert and Moss Llp
Address
8215 NASHVILLE AVENUE, LUBBOCK, TX 79423
Preparer
Erin Dipprey
Phone
8067473806
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

Lubbock area united way uses a committee assigned by the board to oversee the financial statement audit and for selection of the independent auditor.

Financial Statement Notes

PART IV, LINE 2B:

The state employees charitable campaign (secc), a program intitiated by the state of texas in 1994, is conducted by the organization in the lubbock, abilene, odessa and midland areas. The net assets do not belong to the organization and are reflected as due to participating federations/agencies on the statement of financial position.

PART V, LINE 4:

A set percentage of the endowment funds are transferred annually to the agency's general fund to be used by the agency for program and management expenses.

PART X, LINE 2:

The organization has adopted the "uncertain tax positions" provisions of accounting principles generally accepted in the united states of america. The primary tax position of the organization is its filing status as a tax exempt entity. The organization determined that it is more likely than not that their tax positions would be sustained upon examination by the internal revenue service (irs), or other state taxing authority. There were no penalties or interest related to income taxes recognized during the year ended december 31, 2024. The organization is no longer subject to u.s. Federal tax examinations by federal taxing authorities for years before 2021.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Funds collected and granted for the state employee charitable campaign(secc) 551,744.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Funds collected and granted for the state employee charitable campaign(secc) 551,744.

Raw XML AppendixShowing 400 of 986 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0GIVING PEOPLE HOPE. WORKING TO ADDRESS THE ROOT ISSUES OF THE SIGNIFICANT CHALLENGES FACING OUR SOUTH PLAINS COMMUNITIES TO CREATE LASTING, POSITIVE CHANGE.
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IRS990/Desc0WE INVEST FINANCIAL RESOURCES IN 22 LOCAL COMMUNITY PARTNERS WHO PROVIDE SERVICES IN THE AREAS OF LIFELONG HEALTH AND INDEPENDENCE, EMPOWERING COMMUNITIES, CREATING STRONG FAMILIES AND INDIVIDUALS, CRISIS AND EMERGENCY RELIEF, AND SUCCESSFUL CHILDREN AND YOUTH. THE PROGRAMS AND SERVICES WE FUND ARE AN INTERGRAL PART IN ENSURING THE SAFETY, HEALTH, AND WELL-BEING OF EVERY PERSON IN OUR COMMUNITY.
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