Civic Intelligence

United Way of Rusk County Inc

EIN 75-2916005 • 501(c)3 • Henderson, TX

Profile

Conducts an annual fundraising campaign in rusk county, texas then allocates the funds to publicly known qualified charitable organizations that serve the people of rusk county

PO Box 775Henderson, TX 75653

n/A

Siviq Scores

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

Liabilities / Assets

89th percentile

0.57x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

0.71x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

40th percentile

-2.3%

Higher net margin than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

87th percentile

$17,396

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

49th percentile

-2.4%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

207%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$212,052

Up $13,666 (+6.9%) from 2022

Liabilities

Up

$119,384

Up $3,612 (+3.1%) from 2022

Net Assets

Up

$92,668

Up $10,054 (+12%) from 2022

Revenue

Down

$53,642

Down $156,894 (-75%) from 2022

Expenses

Down

$13,409

Down $146,584 (-92%) from 2022

Net Income

Down

$40,233

Down $10,310 (-20%) from 2022

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0-$100KAssets 2011: $182,017Liabilities 2011: $131,982Net Assets 2011: $50,0352011Assets 2012: $188,043Liabilities 2012: $151,572Net Assets 2012: $36,4712012Assets 2013: $189,674Liabilities 2013: $173,976Net Assets 2013: $15,6982013Assets 2014: $184,523Liabilities 2014: $186,044Net Assets 2014: -$1,5212014Assets 2015: $203,148Liabilities 2015: $197,833Net Assets 2015: $5,3152015Assets 2016: $206,310Liabilities 2016: $212,276Net Assets 2016: -$5,9662016Assets 2017: $141,107Liabilities 2017: $179,490Net Assets 2017: -$38,3832017Assets 2018: $86,028Liabilities 2018: $137,317Net Assets 2018: -$51,2892018Assets 2019: $135,835Liabilities 2019: $138,883Net Assets 2019: -$3,0482019Assets 2020: $143,083Liabilities 2020: $115,229Net Assets 2020: $27,8542020Assets 2021: $156,850Liabilities 2021: $124,779Net Assets 2021: $32,0712021Assets 2022: $198,386Liabilities 2022: $115,772Net Assets 2022: $82,6142022Assets 2023: $212,052Liabilities 2023: $119,384Net Assets 2023: $92,6682023

Highlighted filing

2023

Assets$212,052
Liabilities$119,384
Net Assets$92,668

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $190,636Expenses 2011: $189,254Net Income 2011: $1,3822011Revenue 2012: $171,351Expenses 2012: $184,915Net Income 2012: -$13,5642012Expenses 2013: $230,7632013Revenue 2014: $235,407Expenses 2014: $252,626Net Income 2014: -$17,2192014Revenue 2015: $264,256Expenses 2015: $257,420Net Income 2015: $6,8362015Revenue 2016: $283,007Expenses 2016: $294,258Net Income 2016: -$11,2512016Revenue 2017: $193,042Expenses 2017: $225,459Net Income 2017: -$32,4172017Revenue 2018: $155,674Expenses 2018: $168,580Net Income 2018: -$12,9062018Revenue 2019: $214,699Expenses 2019: $166,458Net Income 2019: $48,2412019Revenue 2020: $179,524Expenses 2020: $148,622Net Income 2020: $30,9022020Revenue 2021: $170,328Expenses 2021: $166,111Net Income 2021: $4,2172021Revenue 2022: $210,536Expenses 2022: $159,993Net Income 2022: $50,5432022Revenue 2023: $53,642Expenses 2023: $13,409Net Income 2023: $40,2332023

Highlighted filing

2023

Revenue$53,642
Expenses$13,409
Net Income$40,233

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$1.19$0.93$0.54$0.13$0.40
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$1.16$0.83$2.11$1.60$0.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$1.25$0.32$1.70$1.66$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$1.15$0.28$1.80$1.49$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$1.39$0.03$2.15$1.66$0.48
2018Detailed filing. Detailed filing data is available for this year.$0.86$1.37$0.51$1.56$1.69$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.41$1.79$0.38$1.93$2.25$0.32
2016Detailed filing. Detailed filing data is available for this year.$2.06$2.12$0.06$2.83$2.94$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$1.98$0.05$2.64$2.57$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.85$1.86$0.02$2.35$2.53$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$1.74$0.16$2.31
2012Summary only. Only limited summary data is available for this year.$1.88$1.52$0.36$1.71$1.85$0.14
2011Summary only. Only limited summary data is available for this year.$1.82$1.32$0.50$1.91$1.89$0.01
Latest Detailed Filing

The latest 2023 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jul 12, 2019
Return Version
2017v2.2
Gross Receipts
$155,674
Mission and Program Overview

Mission

Conducts an annual fundraising campaign in rusk county, texas then allocates the funds to publicly known qualified charitable organizations that serve the people of rusk county

Program Services

DescriptionGrantsExpenses
ORGANIZATION HAS NO DIRECT PROGRAM SERVICES, BUT MADE GRANTS TO 25 PUBLIC CHARITIES.$39,580$129,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACEY P LOPEZExecutive DirectorPT$8,261-$8,261
SUE PLUMMERBoard Member-$0--
JOHN CLOUTIERBoard Member-$0--
KERRY DIXONBoard Member-$0--
JEB HOWARDCampaign Chair-$0--
SUZANNE CROSSBoard Member-$0--
CHARLIE HUTTOBoard Member-$0--
MARK LEITNERAlloc. Chair-$0--
MATT GHOLSONPresident-$0--
WELDON GRAYBoard Member-$0--
GINA JUAREZTreasurer-$0--
TIM KELTYBoard Member-$0--
BILL PRESTONAdvisor-$0--
AMANDA WALLACEBoard Member-$0--
MONTE ROUQUETTEBoard Member-$0--
SHEA VESTALVice President-$0--
Filing and Contact Details

Filer

Filer Name
United Way of Rusk County Inc
EIN
75-2916005
Phone
9036577716
Address
PO BOX 775, HENDERSON, TX 75653

Signing Officer

Name
Tracey P Lopez
Title
Executive Director
Signed
2019-07-12
Discuss with paid preparer
Yes

Preparer

Firm
Gearheart & Gearheart PLLC
Address
PO Box 1685, Henderson, TX 75653-1685
Preparer
Penelope L Gearheart
Phone
9036577794
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.14

| Donee's Name: MEALS ON WHEELS | Donee's Address: 514 N VAN BUREN HENDERSON TX 75652 | Relationship of Donee: NONE | Cash Amount Given: $8000

Grants and Similar Amounts Paid In Excess of $5,000.17

| Donee's Name: RUSK CO. CHILD WELFARE BOARD | Donee's Address: 325 FAIRPARK HENDERSON TX 75654 | Relationship of Donee: NONE | Cash Amount Given: $7500

Grants and Similar Amounts Paid In Excess of $5,000.32

| Donee's Name: RUSK COUNTY FRIENDS HELPING FRIENDS | Donee's Address: 701 NORTH HIGH HENDERSON TX 75652 | Relationship of Donee: NONE | Cash Amount Given: $6000

Grants and Similar Amounts Paid In Excess of $5,000.34

| Donee's Name: BOYS AND GIRLS CLUB | Donee's Address: 701 ROBERTSON BLVD HENDERSON TX 75652 | Relationship of Donee: NONE | Cash Amount Given: $9000

Grants and Similar Amounts Paid In Excess of $5,000.37

| Donee's Name: CHRISTIAN WOMEN'S JOB CORP | Donee's Address: PO BOX 1437 HENDERSON TX 75653 | Relationship of Donee: NONE | Cash Amount Given: $10000

Grants and Similar Amounts Paid In Excess of $5,000.38

| Donee's Name: CROSSROADS FAMILY CARE | Donee's Address: PO BOX 489 MT ENTERPRISE TX 75681 | Cash Amount Given: $18000

Grants and Similar Amounts Paid In Excess of $5,000.39

| Donee's Name: HENDERSON FOOD PANTRY | Donee's Address: PO BOX 2404 HENDERSON TX 75653 | Cash Amount Given: $11000

Grants and Similar Amounts Paid In Excess of $5,000.40

| Donee's Name: CHILD ADVOCACY CENTER | Donee's Address: PO BOX 1271 HENDERSON TX 75653 | Cash Amount Given: $12000

Grants and Similar Amounts Paid In Excess of $5,000.41

| Donee's Name: SON SHINE LIGHT HOUSE MINISTRIES | Donee's Address: 295 HUMBLE RD E OVERTON TX 75684 | Cash Amount Given: $14000

Grants and Similar Amounts Paid In Excess of $5,000.42

| Donee's Name: WOMEN'S CENTER OF EAST TEXAS INC | Donee's Address: PO BOX 347 LONGVIEW TX 75656 | Cash Amount Given: $7500

Other Expenses.1001

Advertising and Promotion $280

Other Expenses.1002

Office Expenses $767

Other Expenses.1009

Depreciation $266

Other Expenses.1012

Insurance $2789

Other Expenses.1

Fundraiser event expenses $10414

Other Expenses.2

SUPPLIES $3630

Other Expenses.3

MEMBERSHIP DUES $2049

Other Expenses.4

Telephone and utilities $1601

Other Expenses.5

Victory & allocation refreshme $318

Other Expenses.6

Executive committee luncheons $304

Other Expenses.7

Miscellaneous expenses $232

Other Assets.1004

Miscellaneous - Beginning $819 Miscellaneous - Ending $553

Other Assets.1006

Pledges and Grants Receivable - Beginning $25493 Pledges and Grants Receivable - Ending $26737

Other Assets.1

DEPOSITS - Beginning $200 DEPOSITS - Ending $200

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $3290 Accounts Payable and Accrued Expenses - Ending $2317

Total Liabilities.1002

Grants Payable - Beginning $176200 Grants Payable - Ending $135000

Raw XML Appendix244 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.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUE PLUMMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRACEY P LOPEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN CLOUTIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KERRY DIXON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEB HOWARD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13AMANDA WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14MONTE ROUQUETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15SHEA VESTAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CAMPAIGN CHAIR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ALLOC. CHAIR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14BOARD MEMBER
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
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IRS990EZ/PrimaryExemptPurposeTxt0CONDUCTS AN ANNUAL FUNDRAISING CAMPAIGN IN RUSK COUNTY, TEXAS THEN ALLOCATES THE FUNDS TO PUBLICLY KNOWN QUALIFIED CHARITABLE ORGANIZATIONS THAT SERVE THE PEOPLE OF RUSK COUNTY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZATION HAS NO DIRECT PROGRAM SERVICES, BUT MADE GRANTS TO 25 PUBLIC CHARITIES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: MEALS ON WHEELS | Donee's Address: 514 N VAN BUREN HENDERSON TX 75652 | Relationship of Donee: NONE | Cash Amount Given: $8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: RUSK CO. CHILD WELFARE BOARD | Donee's Address: 325 FAIRPARK HENDERSON TX 75654 | Relationship of Donee: NONE | Cash Amount Given: $7500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: RUSK COUNTY FRIENDS HELPING FRIENDS | Donee's Address: 701 NORTH HIGH HENDERSON TX 75652 | Relationship of Donee: NONE | Cash Amount Given: $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Donee's Name: BOYS AND GIRLS CLUB | Donee's Address: 701 ROBERTSON BLVD HENDERSON TX 75652 | Relationship of Donee: NONE | Cash Amount Given: $9000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4| Donee's Name: CHRISTIAN WOMEN'S JOB CORP | Donee's Address: PO BOX 1437 HENDERSON TX 75653 | Relationship of Donee: NONE | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5| Donee's Name: CROSSROADS FAMILY CARE | Donee's Address: PO BOX 489 MT ENTERPRISE TX 75681 | Cash Amount Given: $18000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6| Donee's Name: HENDERSON FOOD PANTRY | Donee's Address: PO BOX 2404 HENDERSON TX 75653 | Cash Amount Given: $11000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7| Donee's Name: CHILD ADVOCACY CENTER | Donee's Address: PO BOX 1271 HENDERSON TX 75653 | Cash Amount Given: $12000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8| Donee's Name: SON SHINE LIGHT HOUSE MINISTRIES | Donee's Address: 295 HUMBLE RD E OVERTON TX 75684 | Cash Amount Given: $14000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9| Donee's Name: WOMEN'S CENTER OF EAST TEXAS INC | Donee's Address: PO BOX 347 LONGVIEW TX 75656 | Cash Amount Given: $7500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Advertising and Promotion $280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Office Expenses $767
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Depreciation $266
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Insurance $2789
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14FUNDRAISER EVENT EXPENSES $10414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15SUPPLIES $3630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16MEMBERSHIP DUES $2049
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17TELEPHONE AND UTILITIES $1601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18VICTORY & ALLOCATION REFRESHME $318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19EXECUTIVE COMMITTEE LUNCHEONS $304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20MISCELLANEOUS EXPENSES $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Miscellaneous - Beginning $819 Miscellaneous - Ending $553
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Pledges and Grants Receivable - Beginning $25493 Pledges and Grants Receivable - Ending $26737
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23DEPOSITS - Beginning $200 DEPOSITS - Ending $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Accounts Payable and Accrued Expenses - Beginning $3290 Accounts Payable and Accrued Expenses - Ending $2317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Grants Payable - Beginning $176200 Grants Payable - Ending $135000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.32
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Grants and Similar Amounts Paid In Excess of $5,000.34
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Grants and Similar Amounts Paid In Excess of $5,000.37
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Grants and Similar Amounts Paid In Excess of $5,000.38
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Grants and Similar Amounts Paid In Excess of $5,000.39
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Grants and Similar Amounts Paid In Excess of $5,000.40
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Grants and Similar Amounts Paid In Excess of $5,000.41
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Grants and Similar Amounts Paid In Excess of $5,000.42
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Assets.1004
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Assets.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Total Liabilities.1002
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gearheart & Gearheart PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1685
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Henderson
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0756531685
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PENELOPE L GEARHEART
ReturnHeader/ReturnTs02019-07-12T12:52:19-07:00
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ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

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