2025-04-28T08:21:08-05:00 2024-06-30 991856619 GRANT THORNTON ADVISORS LLC 1000 WILSON BOULEVARD SUITE 1500 ARLINGTON VA 22209 990 2023-07-01 756005352 UNITED WAY OF METROPOLITAN DALLAS INC UNIT 2149780000 1800 N LAMAR STREET DALLAS TX 75202 REBECCA BILLINGS CFO 2149780000 2025-04-22 1 1 MARY TORRETTA P00847851 7038477500 2023 2025-03-06 01:10:19Z JENNIFER SAMPSON 1800 N LAMAR STREET DALLAS TX 75202 54668204 0 X WWW.UNITEDWAYDALLAS.ORG X 1961 TX UNITED WAY OF METROPOLITAN DALLAS (UWMD) IS A SOCIAL CHANGE (CONTINUED IN SCHEDULE O) ORGANIZATION THAT UNITES THE COMMUNITY TO CREATE OPPORTUNITY AND ACCESS FOR ALL NORTH TEXANS TO THRIVE. TOGETHER WITH OUR COMMITTED CHANGE-SEEKERS, WE MOBILIZE A MOVEMENT FOR LASTING CHANGE TO IMPROVE ACCESS TO EDUCATION, INCOME AND HEALTH THE BUILDING BLOCKS OF OPPORTUNITY. 26 26 105 4394 0 0 67399440 52999041 0 490298 154881 401898 1364427 776967 68918748 54668204 35946562 31243271 0 0 11342639 11639737 0 0 6307401 6864949 7912001 54154150 50795009 14764598 3873195 58652292 59092473 12686865 10992638 45965427 48099835 X UWMD IS A COMMUNITY-BASED SOCIAL CHANGE ORGANIZATION THAT BELIEVES IN THE POWER OF UNITY TO CREATE LASTING CHANGE. FOR OVER 100 YEARS, WE'VE LED THE CHARGE TO STRENGTHEN EDUCATION, INCOME AND HEALTH-THE BUILDING BLOCKS OF OPPORTUNITY. (CONTINUED IN SCHEDULE O)UWMD HAS THE ASPIRATION THAT EVERY NORTH TEXAN, REGARDLESS OF RACE OR ZIP CODE, SHOULD HAVE THE OPPORTUNITY AND ACCESS TO REACH THEIR FULL POTENTIAL. IN EDUCATION WE SEEK TO GIVE KIDS A STRONG START, PROVIDE QUALITY OUT-OF-SCHOOL TIME, AND STRONG PATHWAYS THROUGH HIGH SCHOOL TO COLLEGE AND CAREER. IN INCOME WE INVEST IN PROGRAMS THAT HELP NORTH TEXANS GET AND KEEP BETTER JOBS, ESTABLISH SAVINGS, AND HOLD ON TO MORE OF WHAT THEY EARN. IN HEALTH WE CREATE, LEAD, AND INVEST IN PROGRAMS THAT ENABLE RESIDENTS TO GET AND STAY HEALTHY. 0 0 20276557 14979602 WE COLLABORATED WITH A BROAD SPECTRUM OF COMMUNITY PARTNERS TO DEVELOP OUR ASPIRE 2030 GOALS: OUR NORTH STAR FOR DRIVING TRANSFORMATIONAL CHANGE IN EDUCATION, INCOME AND HEALTH ACROSS NORTH TEXAS THROUGH THE YEAR 2030. IN EDUCATION, WE SEEK TO INCREASE BY 50% THE NUMBER OF NORTH TEXAS STUDENTS READING ON GRADE LEVEL BY THIRD GRADE. IN INCOME, WE SEEK TO INCREASE THE NUMBER OF NORTH TEXAS YOUNG ADULTS WHO EARN A LIVING WAGE BY 20%. IN HEALTH, WE SEEK TO INCREASE TO 96% THE NUMBER OF NORTH TEXANS WITH ACCESS TO AFFORDABLE HEALTHCARE INSURANCE. (CONTINUED IN SCHEDULE O)IN FISCAL YEAR 2023-24, UWMD CREATED POSITIVE IMPACT FOR MORE THAN 1.7 MILLION NORTH TEXANS AND INVESTED IN 144 EXCEPTIONAL EDUCATION, INCOME, AND HEALTH ORGANIZATIONS THROUGH OUR COMMUNITY IMPACT GRANTS. EDUCATION697,000 STUDENTS LAID THE GROUNDWORK FOR CONTINUED EDUCATIONAL SUCCESS. INCOME538,000 NORTH TEXANS RECEIVED ASSISTANCE TO GET AND KEEP BETTER JOBS AND BUILD SAVINGS FOR THE FUTURE. HEALTH472,000 NEIGHBORS GAINED ACCESS TO THE HEALTH AND WELLNESS RESOURCES THEY NEED TO LIVE LONGER, HEALTHIER LIVES. 18730672 14114036 UWMD BUILDS, LEADS AND SUPPORTS COLLABORATIVE PROGRAMS AND INITIATIVES THAT ENSURE MORE STUDENTS GRADUATE READY TO SUCCEED, MORE WORKERS BECOME FINANCIALLY STABLE AND MORE FAMILIES LIVE LONGER, HEALTHIER LIVES. EXAMPLES INCLUDE:1. THE SOUTHERN DALLAS THRIVES INITIATIVE, CREATED IN PARTNERSHIP WITH PEPSICO FOUNDATION AND FRITO-LAY NORTH AMERICA, IS A SET OF PROGRAMS THAT INVESTS IN THE COMMUNITIES OF SOUTHERN DALLAS AND EXPANDS ACCESS TO EARLY EDUCATION, NUTRITION, COLLEGE AND CAREER READINESS, AND WORKFORCE DEVELOPMENT.(CONTINUED IN SCHEDULE O)RESOURCE ROOMS AT SOUTHERN DALLAS HIGH SCHOOLS PROVIDE A CENTRAL LOCATION FOR MORE THAN 3,000 STUDENTS, PARENTS, TEACHERS AND OTHER COMMUNITY MEMBERS TO ACCESS TECHNOLOGY, BOOKS, HEALTH RESOURCES AND MORE.SOUTHERN DALLAS THRIVES INVESTS IN CHILDCARE CENTERS TO IMPROVE THE QUALITY OF EARLY EDUCATION AND ENSURE KIDS THRIVE FROM A YOUNG AGE. IN FISCAL YEAR 2023-24 THE INITIATIVE PROVIDED 86,625 HOURS OF CHILDCARE SERVICE TO 183 SOUTHERN DALLAS FAMILIES.IN PARTNERSHIP WITH GOODR, WE DEPLOY CREATIVE SOLUTIONS TO SUPPORT FAMILIES DEALING WITH FOOD INSECURITY. IN FISCAL YEAR 2023-24, 9,800 SOUTHERN SECTOR HOUSEHOLDS RECEIVED FRESH AND HEALTHY FOOD OPTIONS, AND WE PROVIDED 6,500 MEALS.EDUCATION: 2. DIGITAL BRIDGES IS A TARGETED INITIATIVE THAT DISTRIBUTES DIGITAL TECHNOLOGY TO STUDENTS AND YOUNG ADULTS ACROSS SOUTHERN DALLAS TO ENABLE THEM TO ACCESS EDUCATION, FURTHER THEIR LEARNING AND STAY CONNECTED IN THE CLASSROOM AND BEYOND. THROUGH OUR PARTNERSHIP WITH COMPUDOPT, THE LAPTOPS COME WITH TWO YEARS OF WARRANTY AND BILINGUAL TECHNICAL ASSISTANCE. THIS PROGRAM SERVED 5,421 INDIVIDUALS IN FISCAL YEAR 2023-24 AND DISTRIBUTED 1,668 FREE LAPTOPS.3. STRONG START INCLUDES EARLY CHILDHOOD DEVELOPMENT AND PARENT EDUCATION INITIATIVES LIKE HEALTHY OUTCOMES THROUGH PREVENTION & EARLY SUPPORT (HOPES) AND TEXAS HOME VISITING PROGRAM TO PROVIDE FAMILIES WITH HANDS-ON INSTRUCTION, COMMUNITY RESOURCES AND SKILLS THAT EMPOWER PARENTS, ENCOURAGE HEALTHY CHILD DEVELOPMENT AND PREVENT CHILD ABUSE. IN FISCAL YEAR 2023-24 1,263 FAMILIES PARTICIPATED IN A HOME VISITING PROGRAM, AND THE PROGRAMS PROVIDED MORE THAN 33,300 HOURS OF VALUABLE PARENTAL EDUCATION PROGRAMMING.ONCE UPON A MONTH IS AN EARLY LITERACY PROGRAM THAT DELIVERS FREE AGE-APPROPRIATE CHILDREN'S BOOKS AND PARENTAL READING GUIDES TO FAMILIES EVERY MONTH, STIMULATING CURIOSITY, LANGUAGE DEVELOPMENT AND LEARNING SKILLS - ALL OF WHICH SET KIDS UP FOR SUCCESS IN KINDERGARTEN. IN FISCAL YEAR 2023-24 WE DISTRIBUTED 566,181 FREE BOOKS TO 11,272 NORTH TEXAS CHILDREN.INCOME4. COMMUNITY FINANCIAL STABILITY SUPPORTS FAMILIES SEEKING TO INCREASE SAVINGS, IMPROVE CREDIT SCORES, REDUCE DEBT AND AVOID PREDATORY LENDING PRODUCTS. IN FISCAL YEAR 2023-24, OUR FREE TAX PREPARATION PROGRAM ENABLED TAXPAYERS TO FILE 10,814 RETURNS FOR FREE, RESULTING IN $14.1 MILLION IN REFUNDS PROVIDED TO NORTH TEXAS CLIENTS. DURING OUR PREVIOUS FISCAL YEAR, UWMD INCREASED ACCESS TO CREDIT-BUILDING LOANS AND COLLEGE SAVINGS ACCOUNTS, ADDING 230 CAPITAL GOOD FUND LOANS AND 166 NEW DOLLARS FOR COLLEGE ACCOUNTS. OUR FINANCIAL INCLUSION ROUNDTABLE PROVIDED CAPABILITY BUILDING AND NETWORKING OPPORTUNITIES FOR MORE THAN 40 COMMUNITY ORGANIZATIONS AND FINANCIAL INSTITUTIONS IN THE REGION.5. PATHWAYS TO WORK IS A WORKFORCE DEVELOPMENT PROGRAM, FACILITATED IN PARTNERSHIP WITH 36 COMMUNITY ORGANIZATIONS, THAT GIVES HARDWORKING NORTH TEXANS THE TRAINING NECESSARY TO SECURE JOBS IN IT, HEALTHCARE AND MORE. IN FISCAL YEAR 2023-24 THE PROGRAM SERVED 25,390 INDIVIDUALS, RESULTING IN 2,007 CERTIFICATES OR DEGREES EARNED BY PARTICIPANTS AND 4,797 JOB PLACEMENTS SECURED FOR GRADUATES.HEALTH:6. HEALTHCARE NAVIGATORS IS A COLLABORATIVE PROGRAM THAT PROVIDES A NETWORK OF CERTIFIED HEALTHCARE NAVIGATORS FOR THE NORTH TEXAS COMMUNITY, DELIVERING SUPPORT FOR INDIVIDUALS AND FAMILIES LOOKING TO SIGN UP FOR HEALTH INSURANCE THROUGH THE MARKETPLACE, MEDICAID OR CHIP. NAVIGATORS WORK DIRECTLY WITH CLIENTS TO COMPARE HEALTH PLANS, UNDERSTAND BENEFITS AND APPLY FOR SUBSIDIES TO LOWER THEIR MONTHLY PREMIUMS. IN FISCAL YEAR 2023-24 HEALTHCARE NAVIGATORS FIELDED 52,133 CLIENT INQUIRIES, 8,175 INDIVIDUALS RECEIVED ASSISTANCE AS THEY SIGNED UP FOR CHIP/MEDICAID AND 1,460 NORTH TEXANS RECEIVED SUPPORT TO ENROLL IN A QUALIFIED HEALTH PLAN7. NORTH TEXAS SUMMER & SUPPER COUNCIL IS A PARTNERSHIP WITH NORTH TEXAS HUNGER INITIATIVE THAT WORKS TO IMPROVE AND AMPLIFY SUMMER MEALS PROGRAMMING TO PROVIDE REGULAR, NUTRITIOUS MEALS TO CHILDREN WHO QUALIFY FOR FEDERALLY FUNDED NUTRITION PROGRAMS. IN SUMMER 2023, 1,366 CHILDREN RECEIVED REGULAR, NUTRITIOUS MEALS AND 1.5 MILLION MEALS WERE SERVED IN DALLAS AND COLLIN COUNTIES.OVERALL8. THE UWMD SOCIAL INNOVATION LAB IS A CONTINUUM OF CAPACITY BUILDING PROGRAMS FOR SOCIAL ENTREPRENEURS WORKING TO IMPROVE ACCESS TO EDUCATION, INCOME AND HEALTH. THE LAB CURRENTLY INCLUDES THE INCUBATOR (EARLY-STAGE), ACCELERATOR (MID-STAGE) AND ALUMNI PROGRAMS (SERVING GRADUATES OF THE INCUBATOR AND ACCELERATOR).THE SOCIAL INNOVATION INCUBATOR IS AN ORGANIZATIONAL AND LEADERSHIP DEVELOPMENT PROGRAM IS DESIGNED FOR EARLY-STAGE ENTREPRENEURS WHO HAVE EXPERIENCED SYSTEMIC CHALLENGES. THROUGH OUR 14-WEEK PROGRAM, WE BUILD UP INNOVATIVE STARTUPS BY PROVIDING MENTORSHIP AND GUIDANCE THAT EMPOWERS THEM TO CREATE A VALIDATED BUSINESS PLAN AND BEGIN BUILDING THEIR VENTURES. IN FISCAL YEAR 2023-24, NINE WOMEN ENTREPRENEURS COMPLETED THE PROGRAM, AND WE PROVIDED 175 HOURS OF MENTORING AND COACHING TO PARTICIPANTS.THE ACCELERATOR IS A RIGOROUS, NINE-MONTH-LONG PROGRAM DESIGNED TO TEST THE ASSUMPTIONS OF OUR FELLOWS, SHAPE THEIR GOALS AND EMPOWER THEM TO COMPLETE KEY MILESTONES. THE PROGRAM PROVIDES SOCIAL ENTREPRENEURS WITH CRITICAL RESOURCES INCLUDING FUNDING, PROFESSIONAL MENTORSHIP AND POWERFUL COMMUNITY CONNECTIONS TO SCALE THEIR VENTURES AND GROW THEIR IMPACT. THE PROGRAM CULMINATES AT THE PITCH, WHERE FINALISTS COMPETE LIVE ON STAGE FOR ADDITIONAL SEED FUNDING. IN FISCAL YEAR 2023-24 PROGRAM ALUMNI (70+ ORGANIZATIONS) SERVED 507,984 CLIENTS. 10 FELLOWS PARTICIPATED IN THE PROGRAM AND RECEIVED 1,500 HOURS OF MENTORING AND COACHING AND $520,000 IN SEED FUNDING.THE ALUMNI PROGRAM PROVIDES PROFESSIONAL DEVELOPMENT, NETWORKING AND CROSS-COLLABORATION OPPORTUNITIES TO INCUBATOR AND ACCELERATOR ALUMNI SO THEY CAN CONTINUE TO BUILD CAPACITY, SCALE THEIR ORGANIZATIONS AND EXPAND THEIR IMPACT IN EDUCATION, INCOME AND HEALTH. 2149633 2149633 490298 DISTRIBUTING DONOR-DESIGNATED CONTRIBUTIONS TO NONPROFIT ORGANIZATIONS:UWMD ENABLES DONORS TO DESIGNATE THEIR GIFTS TO OTHER UNITED WAYS OR TO SPECIFIC AGENCIES. IN FISCAL YEAR 2023-24, UWMD PROCESSED $2,149,633 IN DESIGNATIONS. 41156862 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 166 0 1 105 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X REBECCA BILLINGS 2149780000 1800 N LAMAR STREET DALLAS TX 75202 STEVEN WILLIAMS BOARD CHAIR 5.00 0.00 X X 0 0 0 CHARLENE LAKE IMMEDIATE PAST CHAIR 2.00 0.00 X X 0 0 0 ANTONIO CARRILLO BOARD VICE CHAIR 5.00 0.00 X X 0 0 0 MICHELLE VOPNI TREASURER 5.00 0.00 X X 0 0 0 TERRI WEST UWFMD CHAIR/COMP. CHR 2.00 5.00 X X 0 0 0 DAN BERNER AT-LARGE MEMBER 2.00 0.00 X 0 0 0 KARL BOVEE AT-LARGE MEMBER 2.00 0.00 X 0 0 0 JORGE CORRAL AT-LARGE MEMBER 2.00 0.00 X 0 0 0 PASCAL DESROCHES AT-LARGE MEMBER 2.00 0.00 X 0 0 0 RICHARD FEDOCK AUDIT AND ETHICS CHAIR 5.00 0.00 X 0 0 0 REGEN HORCHOW AT-LARGE MEMBER 2.00 0.00 X 0 0 0 SCOTT HUDSON AT-LARGE MEMBER 2.00 0.00 X 0 0 0 RONIT ILAN AT-LARGE MEMBER 2.00 0.00 X 0 0 0 CHRISTY ALKIDAS JACOBY AT-LARGE MEMBER 2.00 0.00 X 0 0 0 SANDI KARRMANN AT-LARGE MEMBER 2.00 0.00 X 0 0 0 ANGELA MARTIN AT-LARGE MEMBER 2.00 0.00 X 0 0 0 DAVID MARTIN AT-LARGE MEMBER 2.00 0.00 X 0 0 0 GAIL MCDONALD AT-LARGE MEMBER 2.00 0.00 X 0 0 0 SCOTT MOORE AT-LARGE MEMBER 2.00 0.00 X 0 0 0 SANDRA PHILLIPS ROGERS AT-LARGE MEMBER 2.00 0.00 X 0 0 0 LORI RYERKERK AT-LARGE MEMBER 2.00 0.00 X 0 0 0 JENNIFER SAENZ AT-LARGE MEMBER 2.00 0.00 X 0 0 0 JEAN SAVAGE AT-LARGE MEMBER 2.00 0.00 X 0 0 0 PETER SEFZIK AT-LARGE MEMBER 2.00 0.00 X 0 0 0 CYNTHIA TROCHU AT-LARGE MEMBER 2.00 0.00 X 0 0 0 BOB WRIGHT COMMUNITY IMPACT CHAIR 5.00 0.00 X 0 0 0 JENNIFER SAMPSON PRESIDENT AND CEO 32.00 8.00 X 668959 0 122225 SUSAN E PEEK CHIEF IMPACT/STRATEGY OFFICER 34.00 6.00 X 447731 0 41355 JANICE W HARISSIS CFO (THRU 01/2024) 38.00 2.00 X 309490 0 19714 JENNIFER A REEVES CORPORATE SECRETARY 40.00 0.00 X 103645 0 23613 REBECCA BILLINGS CFO (AS OF 12/2023) 38.00 2.00 X 20833 0 0 ROBERT SHEARER CHIEF COMM. OFFICER (THRU 01/2024) 38.00 2.00 X 208373 0 35424 ASHLEY O BRUNDAGE THRU 52024 EXEC. DIRECTOR, HOUSING STABILITY 40.00 0.00 X 205837 0 35966 SHANNON NAIL VP, DEV. STRATEGY (THRU 04/2024) 40.00 0.00 X 167917 0 31594 SUSAN D HUTCHESON VP, LEADERSHIP GIVING 40.00 0.00 X 151228 0 34140 KELEM BUTTS VP, CSR STRATEGY 40.00 0.00 X 163275 0 8959 ANGELA FLOYD VP, IT & GIFT PROCESSING 40.00 0.00 X 139199 0 24986 KATHY LIMMER CHIEF GROWTH OFFICER 40.00 0.00 X 138128 0 12562 2724615 0 390538 24 0 1 0 HEARTS & SCIENCE LLC 200 VARICK STREET 11TH FLOOR NEW YORK NY 10014 ADVERTISING & MEDIA PURCHASES 397658 GOODR FOUNDATION 691 JOHN WESLEY DOBBS AVE NE SUITE ATLANTA GA 30312 POP-UP PROVIDER 348583 COSPERO CONSULTING 6806 CLIFFWOOD DRIVE DALLAS TX 75237 CONSULTING SERVICES 289479 DALWORTH RESTORATION 12750 S PIPELINE RD 2A EULESS TX 76040 RECONSTRUCTION/REMODELING 248127 ESSENTIAL LEADERSHIP LLC 3401 LEE PARKWAY SUITE 204 DALLAS TX 75219 CONSULTING SERVICES 195159 13 X 302405 2695000 9935044 40066592 339381 52999041 DESIGNATION PROCESSING FEES 561000 490298 490298 490298 401898 401898 REIMBURSEMENT ADMIN EXP 900099 714000 714000 INSURANCE REIMBURSEMENT 900099 49516 49516 13451 13451 776967 54668204 490298 0 1178865 31179293 31179293 63978 63978 2390404 917394 396854 1076156 7320202 3641712 1213887 2464603 383967 165545 104146 114276 882603 416210 243092 223301 662561 318033 105209 239319 241648 63229 135537 42882 2687694 1237319 828940 621435 1377779 1023219 18104 336456 114364 61934 22693 29737 805999 549461 117526 139012 271265 168715 23502 79048 74185 43582 4489 26114 1039140 283119 13401 742620 383639 311400 25090 47149 648781 526616 42430 79735 121447 91550 9866 20031 MEMBERSHIP DUES 36142 22607 11307 2228 EXTERNAL GIFTS 35942 11772 9501 14669 SUBSCRIPTION & REFERENC 9644 4365 2139 3140 EMPLOYEE RELATIONS 6909 3180 1448 2281 57423 52629 1585 3209 50795009 41156862 3330746 6307401 3768687 3477780 4582252 9734546 29019311 23959796 274374 410059 12741355 8739434 4496477 4001921 16511191 17508371 58652292 59092473 3061249 2380131 7500000 7520398 2125616 1092109 12686865 10992638 X 10566660 9676667 35398767 38423168 45965427 48099835 58652292 59092473 X 3873195 -1242 -1737545 X 0 1 X 1 1 1 X 53655309 57871691 62583431 67399440 52999041 294508912 53655309 57871691 62583431 67399440 52999041 294508912 62403775 232105137 162532 105229 21718 154881 401898 846258 89810 116588 32774 890087 776967 1906226 297261396 4241620 0.78080 0.79400 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 3,386. 2020 AMOUNT: $ 18,933. 2021 AMOUNT: $ 13,524. 2022 AMOUNT: $ 16,995. 2023 AMOUNT: $ 0. FLEX CREDIT - 2019 AMOUNT: $ 52,919. 2020 AMOUNT: $ 46,656. 2021 AMOUNT: $ 14,500. 2022 AMOUNT: $ 17,578. 2023 AMOUNT: $ 0. INSURANCE COMPANY DIVIDEND - 2019 AMOUNT: $ 13,523. 2020 AMOUNT: $ 43,559. 2021 AMOUNT: $ 4,750. 2022 AMOUNT: $ 844,350. 2023 AMOUNT: $ 49,516. DEFERRED COMPENSATION - 2019 AMOUNT: $ 19,982. 2020 AMOUNT: $ 7,440. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 11,164. 2023 AMOUNT: $ 13,451. REIMBURSEMENT ADMIN EXP - 2023 AMOUNT: $ 714,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 173024 0 15203 0 188227 0 50606782 0 50795009 0 1000000 0 250000 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 216716 185649 241377 188227 831969 250000 250000 250000 250000 1000000 1500000 211716 180649 231208 173024 796597 55418029 2082522 8542299 2695000 63347850 47540036 3752191 6656349 2530547 55418029 54572331 2806865 -7728000 2111160 47540036 43865673 1376636 12536616 3206594 54572331 47147486 2242870 1682382 3182266 4024799 43865673 0.50870 0.47560 0.01570 0 1 1 211259 211259 8759373 6406239 2353134 2331390 1064257 1267133 1326947 1171660 155287 112386 97278 15108 4001921 BENEFICIAL INTEREST IN TRUSTS 12453340 DUE FROM UNITED WAY FOUNDATION 4777493 DEFERRED COMPENSATION 277538 17508371 DONOR DESIGNATIONS 1092109 1092109 X 51177399 -1242 397615 -3887178 -3490805 54668204 0 54668204 49042991 397615 -2149633 -1752018 50795009 0 50795009 PART V, LINE 4: INTENDED USE OF ENDOWMENT FUNDS: UWMD IS A BENEFICIARY OF THE UNITED WAY FOUNDATION OF METROPOLITAN DALLAS' (FOUNDATION) ENDOWMENT AS A SUPPORTED ORGANIZATION. THE FOUNDATION MANAGES LONG-TERM AND ENDOWED FUNDS TO SUPPORT THE MISSION, INITIATIVES, AND PROGRAMS OF UWMD. THE FOUNDATION'S GROWING ENDOWMENT, ORGINALLY ESTABLISHED IN 1994 WITH A GENEROUS CONTRIBUTION FROM TXU, PROVIDES A PERMANENT SOURCE OF FUNDING TO ENSURE THE ORGANIZATION'S ABILITY TO DRIVE MEASURABLE CHANGE ACROSS NORTH TEXAS FOR FUTURE GENERATIONS. PART X, LINE 2: LIABILITY FOR UNCERTAIN TAX POSITIONS (ASC 740): BOTH UNITED WAY AND THE FOUNDATION FOLLOW GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. BOTH UNITED WAY AND THE FOUNDATION ARE EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), THOUGH ARE SUBJECT TO TAX ON INCOME UNRELATED TO THEIR EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. UNITED WAY AND THE FOUNDATION HAVE PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF THEIR TAX-EXEMPT STATUSES; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE THEIR FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. UNITED WAY AND THE FOUNDATION HAVE DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DESIGNATIONS TO AGENCIES -3,891,502. CHANGE OF INTEREST HELD IN TRUSTS 4,324. PART XII, LINE 2D - OTHER ADJUSTMENTS: DESIGNATIONS TO AGENCIES -2,149,633. RECONCILIATION OF ASSETS AND LIABILITIES TO FINANCIALS: UWMD IS A BENEFICIARY OF THE FOUNDATION AS A SUPPORTED ORGANIZATION. THE FOUNDATION MANAGES LONG-TERM AND ENDOWED FUNDS TO SUPPORT THE MISSION, INITIATIVES, AND PROGRAMS OF UWMD. THE FOUNDATION'S GROWING ENDOWMENT, ORGINALLY ESTABLISHED IN 1994 WITH A GENEROUS CONTRIBUTION FROM TXU, PROVIDES A PERMANENT SOURCE OF FUNDING TO ENSURE THE ORGANIZATION'S ABILITY TO DRIVE MEASURABLE CHANGE ACROSS NORTH TEXAS FOR FUTURE GENERATIONS. UWMD UWFMD ELIMINATIONS CONSOLIDATED TOTAL ASSETS 59,092,473 71,313,885 (4,777,493) 125,628,865 TOTAL LIABILITIES 10,992,638 4,846,969 (4,777,493) 11,062,114 NET ASSETS 48,099,835 66,466,916 0 114,566,751 1 2 INSPIRE PEACE INC 2603 MARTIN LUTHER KING JR BLVD DALLAS TX 75208 843727348 501(C)(3) 29563 0 PROGRAM OPS COST ABIDE WOMEN'S HEALTH SERVICES 2612 MARTIN LUTHER KING JR DALLAS TX 75215 823303040 501(C)(3) 323704 0 PROGRAM OPS COST ADVOCATE FOUNDATION DBA DALLAS FREE PRESS 6301 GASTON AVE SUITE 820 DALLAS TX 75214 205245262 501(C)(3) 24500 0 PROGRAM OPS COST AES LITERACY INSTITUTE 8204 ELMBROOK DRIVE DALLAS TX 75247 833899952 501(C)(3) 45000 0 PROGRAM OPS COST AFTER-SCHOOL ALL-STARS NORTH TEXAS 5670 WILSHIRE BOULEVARD 620 LOS ANGELES CA 90036 954441208 501(C)(3) 118197 0 PROGRAM OPS COST AGAPE RESOURCE & ASSISTANCE CENTER INC 1315 19TH ST SUITE 3A PLANO TX 75074 752942035 501(C)(3) 60000 0 PROGRAM OPS COST AIDS ARMS INC 351 W JEFFERSON BLVD SUITE 300 DALLAS TX 75287 752306145 501(C)(3) 50000 0 PROGRAM OPS COST ALLEN COMMUNITY OUTREACH 801 E MAIN STREET ALLEN TX 75002 751986190 501(C)(3) 9779 0 DONOR DESIGNATIONS ALZHEIMER'S ASSN GREATER DALLAS CHPTR 2630 WEST FREEWAY 100 FORT WORTH TX 76102 133039601 501(C)(3) 7879 0 DONOR DESIGNATIONS AMAZING GRACE FOOD PANTRY 1711 PARKER RD WYLIE TX 75098 814228493 501(C)(3) 12177 0 DONOR DESIGNATIONS AMERICAN CANCER SOCIETY-DALLAS 405 WILLIAMS COURT SUITE 120 BALTIMORE MD 21220 131788491 501(C)(3) 10722 0 DONOR DESIGNATIONS AMERICAN CANCER SOCIETY-SOUTHFIELD 20450 CIVIC CENTER DR SOUTHFIELD MI 48076 131788491 501(C)(3) 6168 0 DONOR DESIGNATIONS AMERICAN HEART ASSOCIATION 4600 CAMPUS DR IRVINE CA 92617 135613797 501(C)(3) 7997 0 DONOR DESIGNATIONS AMERICAN RED CROSS DALLAS AREA CHAPTER 4800 HARRY HINES BOULEVARD DALLAS TX 75235 530196605 501(C)(3) 15634 0 DONOR DESIGNATIONS ANY STEP COMMUNITY SERVICES 4401 WINDSOR DRIVE GARLAND TX 75042 822534634 501(C)(3) 7500 0 PROGRAM OPS COST ASCEND DALLAS (WINGS) 1903 ANSON ROAD SUITE 1400 DALLAS TX 75235 750800699 501(C)(3) 380000 0 PROGRAM OPS COST ASSOCIATION OF NIGERIAN WOMEN ENTREPRENEURS AND PROFESSIONALS ANWEP 3010 LBJ FWY SUITE 1200 DALLAS TX 75234 822381977 501(C)(3) 22800 0 PROGRAM OPS COST AUSTIN STREET CENTER 2023 LUCAS DR DALLAS TX 75219 751881365 501(C)(3) 138000 0 PROGRAM OPS COST AUSTIN STREET CENTER 2023 LUCAS DR DALLAS TX 75219 751881365 501(C)(3) 11738 0 DONOR DESIGNATIONS AUTISTIC TREATMENT CENTER 10503 METRIC DRIVE DALLAS TX 75243 751518193 501(C)(3) 13319 0 PROGRAM OPS COST AVANCE DALLAS 2060 SINGLETON BLVD STE 103 DALLAS TX 75212 752699260 501(C)(3) 629482 0 PROGRAM OPS COST BACHMAN LAKE TOGETHER 3963 MAPLE AVENUE SUITE 390 DALLAS TX 75219 752890371 501(C)(3) 40000 0 PROGRAM OPS COST BAYLOR HEALTH CARE SYSTEM DALLAS FOUNDATION 301 NORTH WASHINGTON AVE DALLAS TX 75246 751606705 501(C)(3) 155250 0 PROGRAM OPS COST BAYLOR UNIVERSITY ONE BEAR PLACE 76360 WACO TX 94104 741159753 501(C)(3) 97750 0 PROGRAM OPS COST BCL OF TEXAS 1011 SAN JACINTO 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501(C)(3) 7493 0 DONOR DESIGNATIONS UNITED WAY OF SAN DIEGO COUNTY 4699 MURPHY CANYON ROAD SAN DIEGO CA 92123 952213995 501(C)(3) 8107 0 DONOR DESIGNATIONS UNITED WAY OF SMITH COUNTY PO BOX 10029 TYLER TX 75711 TYLER TX 75711 750957331 501(C)(3) 9462 0 DONOR DESIGNATIONS UNITED WAY OF SOUTH TEXAS 200 SOUTH TENTH STREET 101 MCALLEN TX 78501 742052527 501(C)(3) 6019 0 DONOR DESIGNATIONS UNITED WAY OF SOUTHEASTERN CONNECTICUT 283 STODDARDS WHARF ROAD GALES FERRY CT 06335 060771393 501(C)(3) 12805 0 DONOR DESIGNATIONS UNITED WAY OF SOUTHEASTERN MICHIGAN 3011 W GRAND BOULEVARD SUITE 500 DETROIT MI 48226 203099071 501(C)(3) 404845 0 DONOR DESIGNATIONS UNITED WAY OF TARRANT COUNTY 201 N RUPERT STREET SUITE 107 FORT WORTH TX 76107 750858360 501(C)(3) 186844 0 DONOR DESIGNATIONS UNITED WAY OF THE BAY AREA 550 KEARNY STREET STE 510 SAN FRANCISCO CA 94108 941312348 501(C)(3) 31892 0 DONOR DESIGNATIONS UNITED WAY OF THE BRAZOS VALLEY INC 1716 BRIARCREST DRIVE SUITE 155 BRYAN TX 77802 742050241 501(C)(3) 33448 0 DONOR DESIGNATIONS UNITED WAY OF THE GREATER FORT HOOD AREA 208 WEST AVENUE A KILLEEN TX 76541 741750544 501(C)(3) 8329 0 DONOR DESIGNATIONS UNITED WAY OF THE NATIONAL CAPITAL AREA 1577 SPRING HILL ROAD SUITE 420 VIENNA VA 22182 530234290 501(C)(3) 5554 0 DONOR DESIGNATIONS UNITED WAY OF WACO-MCLENNAN COUNTY 2131 BEAUFAIT DETROIT MI 48207 382156255 501(C)(3) 26151 0 DONOR DESIGNATIONS UNITED WAY OF WEST ELLIS COUNTY PO BOX 1025 MIDLOTHIAN TX 76065 756002917 501(C)(3) 57393 0 DONOR DESIGNATIONS UNITED WAY OF WILLIAMSON COUNTY PO BOX 708 ROUND ROCK TX 78680 237396732 501(C)(3) 15887 0 DONOR DESIGNATIONS UNIVERSITY OF NORTH TEXAS AT DALLAS 7300 UNIVERSITY HILLS BLVD DALLAS TX 75241 271208151 140000 0 PROGRAM OPS COST UNIVERSITY OF TX AT DALLAS CALLIER CTR 1966 INWOOD ROAD DALLAS TX 75235 756035865 501(C)(3) 40000 0 PROGRAM OPS COST UPLIFT EDUCATION 606 E ROYAL LANE SUITE 1100 IRVING TX 75039 752659683 501(C)(3) 192500 0 PROGRAM OPS COST URBAN TEACHERS 1800 WASHINGTON BLVD SUITE 411 BALTIMORE MD 21230 270989006 501(C)(3) 90000 0 PROGRAM OPS COST US DEPARTMENT OF HEALTH & HUMAN SERVICES 5600 FISHERS LANE MAIL STOP 20857 ROCKVILLE MD 20857 520821668 55023 0 PROGRAM OPS COST VALLEY OF THE SUN UNITED WAY 3200 E CAMELBACK ROAD SUITE 375 PHOENIX AZ 850182328 860104419 501(C)(3) 5067 0 DONOR DESIGNATIONS VETERAN WOMEN'S ENTERPRISE CENTER 4900 LANCASTER RD DALLAS TX 75216 822665373 501(C)(3) 25000 0 PROGRAM OPS COST VOGEL ALCOVE 5219 MAPLE AVE 2302 DALLAS TX 75235 752133827 501(C)(3) 61600 0 PROGRAM OPS COST VOLUNTEERS IN PREVENTION PO BOX 24468 DETROIT MI 48224 382311813 501(C)(3) 5710 0 DONOR DESIGNATIONS VOLUNTEERS OF AMERICA - TEXAS 300 E MIDWAY DRIVE EULESS TX 76039 750827469 501(C)(3) 109250 0 PROGRAM OPS COST WELLNESS CENTER FOR OLDER ADULTS 401 W 16TH STREET SUITE 600 PLANO TX 75075 751839305 501(C)(3) 45000 0 PROGRAM OPS COST WESLEY-RANKIN COMMUNITY CENTER INC 3100 CROSSMAN AVENUE DALLAS TX 75212 750808775 501(C)(3) 93089 0 PROGRAM OPS COST WEW INC 4549 S WESTMORELAND ROAD DALLAS TX 75237 102314734 501(C)(3) 13148 0 PROGRAM OPS COST WHITE ROCK CENTER OF HOPE INC 10021 A GARLAND ROAD DALLAS TX 75218 752248813 501(C)(3) 50000 0 PROGRAM OPS COST WHOLLY INFORMED SEX ED 4015 NORMANDY AVENUE DALLAS TX 75205 863220622 501(C)(3) 25000 0 PROGRAM OPS COST WILKINSON CENTER 4144 NORTH CENTRAL EXPRESSWAY 1010 DALLAS TX 75204 752712117 501(C)(3) 137000 0 PROGRAM OPS COST YEAR UP DALLASFORT WORTH 701 ELM ST 400 DALLAS TX 75202 043534407 501(C)(3) 81000 0 PROGRAM OPS COST YMCA OF METROPOLITAN DALLAS 146 TOWN CENTER BLVD COPPELL TX 75019 750800696 501(C)(3) 140000 0 PROGRAM OPS COST YMCA OF METROPOLITAN DALLAS 146 TOWN CENTER BLVD COPPELL TX 75019 750800696 501(C)(3) 5449 0 DONOR DESIGNATIONS YOUNG LEADERS STRONG CITY 2803 TAYLOR STREET DALLAS TX 75226 843239436 501(C)(3) 88200 0 PROGRAM OPS COST YOUNG WOMEN'S PREPARATORY NETWORK 1722 ROUTH STREET SUITE 720 DALLAS TX 75201 470902114 501(C)(3) 70000 0 PROGRAM OPS COST YOUTH VILLAGE RESOURCES OF DALLAS 6333 E MOCKINGBIRD SUITE 147-872 DALLAS TX 75214 300018778 501(C)(3) 44100 0 PROGRAM OPS COST YOUTH WITH FACES 6333 E MOCKINGBIRD SUITE 147-872 DALLAS TX 75214 300018778 501(C)(3) 62000 0 PROGRAM OPS COST YOUTH180 INC 7777 FOREST LANE C-410 DALLAS TX 75230 751964233 501(C)(3) 20218 0 PROGRAM OPS COST 269 16 BASIC NEEDS ASSISTANCE 244 61229 BASIC NEEDS ASSISTANCE RENT ASSISTANCE 2 2749 RENT ASSISTANCE PART I, LINE 2: PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S.: AS PART OF THE GRANT AGREEMENT, AN AGENCY AGREES TO OPERATE PROGRAMS IN A MANNER CONSISTENT WITH INFORMATION COMMUNICATED TO UWMD AND TO REGULARLY REPORT ON THOSE PROGRAMS SUPPORTED BY UWMD FUNDING. FOR GRANTS MADE IN SUPPORT OF PROGRAM OPERATIONS COSTS, THE AGENCY WILL REPORT INFORMATION BASED ON SIX CATEGORIES (DEMOGRAPHICS, ZIP CODES SERVED, DOLLARS SPENT, SUCCESS STORIES, OUTCOMES AND BUDGET), UNLESS SPECIAL ARRANGEMENTS HAVE BEEN MADE AND AGREED TO, IN WRITING, BY BOTH THE AGENCY AND UWMD. AN APPROVED OUTCOME PLAN WILL BE PART OF EACH PROGRAM REPORT, WITH RESULTS BEING REPORTED IN A MANNER CONSISTENT WITH THE APPROVED PLAN. FAILURE TO HAVE AN APPROVED PLAN OR TO REPORT IN AN APPROPRIATE MANNER WILL LEAD TO A REVIEW OF GRANT FUNDING. ANY MATERIAL CHANGE IN THE OPERATING OF A PROGRAM THAT IS GRANT FUNDED WILL BE REPORTED TO UWMD IN A TIMELY MANNER, WITH CONTINUED FUNDING SUBJECT TO UWMD REVIEW. AS PART OF THE SCREENING PROCESS, ALL AGENCIES ARE ALSO REQUIRED TO SIGN A USA PATRIOT ACT COMPLIANCE FORM THAT REQUIRES AGENCIES TO CERTIFY THAT UWMD FUNDS AND DONATIONS WILL BE USED IN COMPLIANCE WITH ALL APPLICABLE ANTI-TERRORIST FINANCING AND ASSET CONTROL LAWS, STATUTES, AND EXECUTIVE ORDERS. UWMD ALSO VERIFIES CURRENT 501(C)(3) STATUS AND SCREENS THE AGENCY TO ENSURE IT IS NOT LISTED ON TERRORIST WATCH LISTS. IN ADDITION TO THOSE AGENCIES LISTED, UWMD ALSO HAD DONOR DESIGNATED FUNDS TO AGENCIES IN THE AMOUNT OF $2,149,633. DURING FY2024, UWMD PROVIDED RENTAL, UTILITIES, AND CHILDCARE ASSISTANCE TO INDIVIDUALS WITH FEDERAL GRANT FUNDS. EACH APPLICANT FOR ASSISTANCE WAS REVIEWED BY UWMD STAFF TO VERIFY THAT THEY MET THE GRANT CRITEREA FOR ELIGIBLITY ASSITANCE. COMMUNITY IMPACT STAFF REVIEWED FOR PROGRAM ELIBILITY, AND FINANCE STAFF REVIEWED TO VERIFY THE AMOUNT OF ASSISTANCE WAS CORRECTLY CALCULATED AND ALL EXPENDITURES WERE WITHIN THE GRANT BUDGET. X X 1 1 X X X X X 0 1 0 0 0 0 0 1 0 JENNIFER SAMPSON PRESIDENT AND CEO 444355 0 215000 0 9604 0 97100 0 25125 0 791184 0 0 0 SUSAN E PEEK CHIEF IMPACT/STRATEGY OFFICER 332368 0 112195 0 3168 0 22102 0 19253 0 489086 0 0 0 JANICE W HARISSIS CFO (THRU 01/2024) 283827 0 22495 0 3168 0 18418 0 1296 0 329204 0 0 0 ROBERT SHEARER CHIEF COMM. OFFICER (THRU 01/2024) 208373 0 0 0 0 0 10326 0 25098 0 243797 0 0 0 ASHLEY O BRUNDAGE THRU 52024 EXEC. DIRECTOR, HOUSING STABILITY 190503 0 15154 0 180 0 14190 0 21776 0 241803 0 0 0 SHANNON NAIL VP, DEV. STRATEGY (THRU 04/2024) 158716 0 9201 0 0 0 8178 0 23416 0 199511 0 0 0 SUSAN D HUTCHESON VP, LEADERSHIP GIVING 145149 0 5809 0 270 0 10844 0 23296 0 185368 0 0 0 KELEM BUTTS VP, CSR STRATEGY 163275 0 0 0 0 0 0 0 8959 0 172234 0 0 0 ANGELA FLOYD VP, IT & GIFT PROCESSING 134845 0 4084 0 270 0 10132 0 14854 0 164185 0 0 0 KATHY LIMMER CHIEF GROWTH OFFICER 138128 0 0 0 0 0 0 0 12562 0 150690 0 0 0 PART I, LINE 1A HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: UWMD REIMBURSES EMPLOYEES FOR HEALTH CLUB MEMBERSHIPS AT THE END OF EACH CALENDAR YEAR FOR UP TO $10 FOR EACH MONTH THEY ARE EMPLOYED WITH UWMD. THIS AMOUNT HAS NOT BEEN ADDED TO THE W-2. PERSONAL SERVICES: A $5,000 ALLOWANCE WAS PROVIDED TO JENNIFER SAMPSON AS A LUMP SUM IN LIEU OF REIMBURSEMENT TO COVER THE COST OF OBTAINING A FINANCIAL ADVISOR. A $3,500 ALLOWANCE WAS PROVIDED TO JENNIFER SAMPSON AS A LUMP SUM IN LIEU OF REIMBURSEMENT TO COVER THE COST OF OBTAINING A HEALTH ASSESSMENT. THESE WERE ANNUAL PAYMENTS AND INCLUDED IN JENNIFER'S TAXABLE EARNINGS. PART I, LINE 4B PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN JENNIFER SAMPSON PARTICIPATED IN THE ORGANIZATION'S 457F PLAN. FOR CALENDAR YEAR 2023, MS. SAMPSON RECEIVED THE FOLLOWING: EMPLOYER 457F DEFERRAL $70,000 THIS AMOUNT IS REPORTED ON SCHEDULE J, PART II, COL C. PART I, LINE 7 THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS HAS DISCRETION OVER THE CEO'S BONUS; THE CEO OF THE ORGANIZATION ALONG WITH CONSULTATION FROM THE HR TEAM HAS DISCRETION OVER THE SENIOR LEADERSHIP TEAM'S BONUSES; AND THE SENIOR LEADERSHIP TEAM ALONG WITH CONSULTATION FROM THE HR TEAM HAS DISCRETION OVER EMPLOYEE BONUSES. THE ORGANIZATION'S BONUS PROGRAM IS BASED ON METRICS SET IN AN ORGANIZATIONAL SCORECARD. THESE METRICS MAY INCLUDE BUT ARE NOT LIMITED TO SPECIFIC PERFORMANCE MEASURES AROUND ENGAGEMENT AND COMMUNITY IMPACT FROM OUR EDUCATION, INCOME, AND HEALTH INITIATIVES. X 23 339094 FMV X TICKETS FOR DALLAS ARBORETUM ECLIPSE EVENT 1 287 FMV 0 0 0 PART I, COLUMN (B): METHOD USED UWMD USES THE NUMBER OF CONTRIBUTIONS AS THE METHOD FOR DETERMINING THE AMOUNT IN COLUMN (B). FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE: THE EXECUTIVE COMMITTEE IS CHAIRED BY THE BOARD CHAIR AND COMPRISED OF THE BOARD OFFICERS AND THE PRESIDENT AND CEO. THE BOARD CHAIR MAY ELECT TO INCLUDE ADDITIONAL MEMBERS. THE EXECUTIVE COMMITTEE MEETS REGULARLY WITH THE PRESIDENT AND CEO AND MONITORS AND OVERSEES GOVERNANCE AND ORGANIZATIONAL ISSUES ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS: AN INDEPENDENT CPA FIRM SPECIALIZING IN TAX PREPARATION SERVICES PREPARED UWMD'S FORM 990 USING INFORMATION FROM AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY UWMD STAFF. UWMD STAFF REVIEWED THE COMPLETED FORM 990. THE RETURN IS DELIVERED TO MEMBERS OF THE AUDIT AND ETHICS COMMITTEE AND BOARD FOR REVIEW AND COMMENTS. A FINAL COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT: THE CODE OF BUSINESS CONDUCT, ETHICS AND CONFLICT OF INTEREST IS DISTRIBUTED TO DIRECTORS, OFFICERS, STANDING COMMITTEE MEMBERS, AND EMPLOYEES ON AN ANNUAL BASIS. DIRECTORS, OFFICERS, STANDING COMMITTEE MEMBERS, AND EMPLOYEES ARE REQUIRED TO SIGN AN AFFIRMATIVE ACTION STATEMENT OF COMPLIANCE AND TO DISCLOSE TO UWMD ANY FINANCIAL OR OTHER RELATIONSHIPS THAT COULD POTENTIALLY GIVE RISE TO A CONFLICT OF INTEREST ALONG WITH THE REASONS, IF ANY, THEY BELIEVE SUCH RELATIONSHIPS WOULD NOT VIOLATE THE CONFLICT OF INTEREST DEFINITIONS PER THE IRS INSTRUCTIONS TO THE FORM 990. BOARD MEMBERS ARE REQUIRED TO RECUSE THEMSELVES FROM DISCUSSIONS AND DECISIONS IMPACTING POTENTIAL CONFLICTS OF INTEREST. COMPLETED CODE OF BUSINESS CONDUCT, ETHICS AND CONFLICT OF INTEREST FORMS ARE REVIEWED BY THE LEADERSHIP TEAM TO DETERMINE IF FURTHER ACTIONS ARE REQUIRED. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION: THE COMPENSATION COMMITTEE IS THE EXECUTIVE COMMITTEE OF THE BOARD. THE COMMITTEE HAS THE RESPONSIBILITY OF DETERMINING AND RECOMMENDING TO THE BOARD FOR APPROVAL THE SENIOR LEADERSHIP TEAM COMPENSATION AND BENEFITS. UWMD'S VICE PRESIDENT OF HUMAN RESOURCES PROVIDES FACTUAL, SUPPORTIVE, AND COMPARATIVE INFORMATION, AS REQUESTED. THE COMMITTEE REVIEWS AND APPROVES UWMD'S GOALS AND OBJECTIVES RELEVANT TO CEO COMPENSATION AND EVALUATES THE PERFORMANCE OF THE CEO ANNUALLY AGAINST THOSE GOALS AND OBJECTIVES. THE COMMITTEE RECOMMENDS TO THE BOARD, FOR APPROVAL, THE CEO'S COMPENSATION PACKAGE BASED ON THIS EVALUATION. THE DELIBERATIONS AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED IN CONTEMPORANEOUS SUBSTANTIATION. THE COMMITTEE WILL REVIEW ANNUALLY ALL INCENTIVE COMPENSATION PLANS AND/OR SPECIAL COMPENSATION ARRANGEMENTS FOR MEMBERS OF UWMD'S LEADERSHIP TEAM AND OTHER STAFF MEMBERS AS APPROPRIATE, INCLUDING BONUS AND INCENTIVE AWARDS, SEVERANCE PACKAGES, EMPLOYMENT AGREEMENTS, AND/OR OTHER SPECIAL SUPPLEMENTAL BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 FORM 990, PART VI, SECTION C, LINE 18 & 19: HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC: UWMD'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. REQUESTS MAY BE SENT TO UWMD ACCOUNTING AND FINANCE, 1800 N. LAMAR STREET, DALLAS, TX 75202. REQUESTS CAN ALSO BE MADE BY CALLING THE ACCOUNTING AND FINANCE DEPARTMENT AT (214) 978-0000. AUDITED FINANCIAL STATEMENTS AND FILED 990 FORMS ARE AVAILABLE BY ACCESSING UWMD'S WEBSITE AT WWW.UNITEDWAYDALLAS.ORG. AFTER REACHING THE WEBSITE, GO TO "ABOUT US" ON THE MAIN PAGE AND THEN "FINANCIALS" TO OBTAIN THE NECESSARY INFORMATION. FORM 990, PARTS VIII & IX: DONOR DESIGNATED FUNDS: THE AMOUNTS REPORTED IN THESE SECTIONS INCLUDE $3,891,502 OF DONOR DESIGNATED REVENUE AND $2,149,633 OF DONOR DESIGNATED GRANTS. FORM 990, PART XI, LINE 9: NET OF DESIGNATIONS TO AGENCIES -1,741,869. CHANGE OF INTEREST HELD IN TRUSTS 4,324. UNITED WAY FOUNDATION OF METROPOLITAN DALLAS 1800 N LAMAR STREET DALLAS TX 75202 752834344 ENDOWMENT TX 501(C)(3) LINE 12A, I UWMD 1 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 UNITED WAY FOUNDATION OF METROPOLITAN DALLAS C 2695000 FMV UNITED WAY FOUNDATION OF METROPOLITAN DALLAS O 1223152 FMV UNITED WAY FOUNDATION OF METROPOLITAN DALLAS L 147539 FMV UNITED WAY FOUNDATION OF METROPOLITAN DALLAS N 33399 FMV