2022-06-30T09:58:59-05:00 2021-06-30 366055558 GRANT THORNTON LLP 100 E WISCONSIN AVE MILWAUKEE WI 53202 990 2020-07-01 756005352 UNITED WAY OF METROPOLITAN DALLAS INC UNIT 2149780000 1800 N LAMAR STREET DALLAS TX 75202 JANICE HARISSIS CFO 2149780000 2022-06-29 1 JANICE HARISSIS 999009999 MICHELLE L WEBER P00556798 4142898200 2022-06-29 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z JENNIFER SAMPSON 1800 N LAMAR STREET DALLAS TX 75202 61265319 0 X WWW.UNITEDWAYDALLAS.ORG X 1961 TX UNITED WAY OF METROPOLITAN DALLAS IS A SOCIAL CHANGE ORGANIZATION (CONTINUED IN SCHEDULE O) THAT UNITES THE COMMUNITY TO CREATE OPPORTUNITY AND ACCESS FOR ALL NORTH TEXANS TO THRIVE, CHALLENGING THE SYSTEMIC BARRIERS ASSOCIATED WITH RACE, INCOME INEQUALITY, AND EDUCATION SHORTCOMINGS. TOGETHER WITH OUR COMMITTED CHANGE-SEEKERS, WE ARE MOBILIZING A MOVEMENT FOR LASTING CHANGE TO ENSURE ALL OUR NEIGHBORS HAVE ACCESS TO EDUCATION, INCOME AND HEALTH - THE BUILDING BLOCKS OF OPPORTUNITY. 23 23 113 10812 0 0 53655309 59237501 0 0 162532 105229 1099447 1922589 54917288 61265319 38629217 43217445 0 0 9795247 9505860 0 0 4682007 6088682 6327163 54513146 59050468 404142 2214851 44474521 52867984 12498289 18102673 31976232 34765311 X UWMD IS A COMMUNITY-BASED SOCIAL CHANGE ORGANIZATION THAT BELIEVES IN THE POWER OF UNITY TO CREATE LASTING CHANGE. FOR OVER 90 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. IN FISCAL YEAR 2020-2021, TOGETHER WE PUT OPPORTUNITY IN THE HANDS OF 1.3 MILLION NORTH TEXANS. WE INVITE ALL NORTH TEXANS TO BE PART OF THE CHANGE BY GIVING, ADVOCATING AND VOLUNTEERING. 0 0 23022748 19801490 7070 UWMD BUILDS AND LEADS COLLABORATIVE INITIATIVES THAT ENSURE MORE STUDENTS GRADUATE READY TO SUCCEED, ENABLE MORE FAMILIES TO BECOME FINANCIALLY STABLE, AND GIVE PEOPLE THE TOOLS TO LEAD HEALTHY, PRODUCTIVE LIVES. EXAMPLES INCLUDE:1. PATHWAYS TO ECONOMIC MOBILITY HELPS FAMILIES INCREASE SAVINGS, IMPROVE CREDIT SCORES, REDUCE DEBT AND AVOID PREDATORY LENDING PRODUCTS. IN FISCAL YEAR 2020-2021, AS A RESULT OF THE PANDEMIC, UNITED WAY EXPANDED BASIC NEEDS PROGRAM THAT PROVIDED HOUSING AND SHELTER SERVICES TO 4,500 HOUSEHOLDS, FOOD TO 100,000 HOUSEHOLDS, PREPARED MEALS TO 23,000 PEOPLE, AND FINANCIAL ASSISTANCE FOR RENT, UTILITY AND TRANSPORTATION TO 10,000 HOUSEHOLDS. OUR FREE (CONTINUED IN SCHEDULE O) TAX PROGRAM ADJUSTED TO A VIRTUAL FORMAT AND HELPED 6,000 PEOPLE OBTAIN $13.7 MILLION IN REFUNDS AND TAX CREDITS. 60,400 PEOPLE ACCESSED FINANCIAL CAPABILITY SERVICES THROUGH UNITED WAY, INCLUDING 6,100 THAT PARTICIPATED IN FINANCIAL COACHING. UNITED WAY INCREASED ACCESS TO CREDIT-BUILDING LOANS AND COLLEGE SAVINGS ACCOUNTS, ADDING 175 CAPITAL GOOD FUND LOANS AND 500 DOLLARS FOR COLLEGE ACCOUNTS. OUR FINANCIAL INCLUSION ROUNDTABLE PROVIDED CAPACITY BUILDING AND NETWORKING OPPORTUNITIES FOR MORE THAN 100 COMMUNITY ORGANIZATIONS AND FINANCIAL INSTITUTIONS IN THE REGION.2. GROW SOUTH, GROW STRONG, SERVES 1,700 STUDENTS AND THEIR FAMILIES WITHIN THREE TARGETED SCHOOLS IN DALLAS ISD'S ROOSEVELT FEEDER PATTERN. THE INITIATIVE AIMS TO SUPPORT STUDENTS AND FAMILIES AND ENGAGE THE COMMUNITY AND CORPORATIONS THROUGH TARGETED PROGRAMS, WORKSHOPS, AND EVENTS TO CAPITALIZE ON THE COMMUNITY'S BIGGEST OPPORTUNITIES AND ADDRESS THE COMMUNITY'S BIGGEST CHALLENGES. DURING THE 2020-2021 SCHOOL YEAR, UNITED WAY IDENTIFIED PROGRAM PARTNERS TO BEGIN CREATING A DEDICATED COMMUNITY HUB AT JOHN NEELY BRYAN ELEMENTARY SCHOOL, WHICH WAS A PILOT PROJECT THAT WILL INFORM FUTURE SCHOOL-BASED COMMUNITY RESOURCE CENTERS. THROUGH THESE SERVICES, 15 ADULTS RECEIVED THEIR GED OR PASSED THE HIGH SCHOOL EQUIVALENCY TEST, 90 STUDENTS PARTICIPATED IN AFTER-SCHOOL ENRICHMENT ACTIVITIES, 21 THIRD GRADE STUDENTS RECEIVED READING AND GRAMMAR TUTORING, 2 PARENTS PARTICIPATED IN COMPUTER LITERACY TRAINING AND WERE CONNECTED TO ADDITIONAL COMMUNITY RESOURCES, AND 27 FOURTH AND FIFTH GRADERS PARTICIPATED IN THE BLUEPRINT FOR SUCCESS PROGRAM, WHICH COMBINES SOCIAL AND EMOTIONAL LEARNING, ACADEMIC SUPPORT, CRITICAL THINKING AND ENRICHMENT OPPORTUNITIES THROUGH THE LENS OF ENTREPRENEURSHIP. 3. SOUTHERN DALLAS THRIVES IS A TARGETED INITIATIVE ADVANCING OUR MISSION AND IMPACT WITH A FOCUS ON PROVIDING CRITICAL SERVICES AND SUPPORT IN A COMMUNITY THAT HAS BEEN DISPROPORTIONATELY IMPACTED BY HISTORY OF POVERTY, LONG-TERM SYSTEMIC AND SYSTEMATIC RACISM. THROUGH THE SOUTHERN DALLAS THRIVES INITIATIVE, UWMD AIMS TO BRING RESIDENTS, CORPORATIONS, SERVICE PROVIDERS, EDUCATORS, FUNDERS, AND CIVIC LEADERS TOGETHER TO CONTINUOUSLY IDENTIFY AND ASSESS ASSETS AND NEED'S AND LEVERAGE RESOURCES TO BUILD AN INCLUSIVE ECONOMY IN SOUTHERN DALLAS. OUR GOAL IS TO ADVANCE LONG TERM, SUSTAINABLE ECONOMIC MOBILITY FOR MARGINALIZED WOMEN AND THEIR CHILDREN.4. UNITED WAY SOCIAL INNOVATION LAB IS A CONTINUUM OF CAPACITY BUILDING PROGRAMS FOR SOCIAL ENTREPRENEURS IN EDUCATION, INCOME AND HEALTH. THE LAB CURRENTLY INCLUDES THE INCUBATOR (EARLY-STAGE) AND ACCELERATOR (MID-STAGE) PROGRAMS AND IS LAUNCHING AN ALUMNI PROGRAM IN 2022. BOTH THE INCUBATOR AND ACCELERATOR ARE MENTOR-DRIVEN PROGRAMS THAT INVEST IN ORGANIZATIONS THAT ARE FOCUSED ON IMPLEMENTING NOVEL SOLUTIONS TO COMMUNITY CHALLENGES THROUGH SEED FUNDING, INTENSIVE PROFESSIONAL DEVELOPMENT, MENTORSHIP AND COACHING, AND INCREASED VISIBILITY OPPORTUNITIES. IN FISCAL YEAR 2020-2021 THE PROGRAM SUPPORTED 10 FELLOWS; $250,000 IN SEED FUNDING WAS INVESTED IN THE FELLOWS.5. HEALTHY ZONE SCHOOL (HZS) PROGRAM SUPPORTS AND REWARDS SCHOOLS THAT PROMOTE HEALTHY BEHAVIORS. THE PROGRAM PROVIDES OVER 197 SCHOOLS WITH TOOLS AND RESOURCES TO CREATE A HEALTH-CONSCIOUS CULTURE AND ENGAGE THE SURROUNDING COMMUNITY IN A GROUP EFFORT TO ENCOURAGE HABITS FOR LIFELONG WELLBEING. RESULTS HAVE SHOWN THAT 73% OF STUDENTS IMPROVED AEROBIC CAPACITY AND 65% OF STUDENTS MOVED IN A HEALTHY DIRECTION FOR BODY COMPOSITION. 6. THE TEXAS HOME VISITING PROGRAM, FUNDED BY THE TEXAS DEPARTMENT OF FAMILY AND PROTECTIVE SERVICES (DFPS), HELPS GOOD PEOPLE BECOME GREAT PARENTS. THIS PROGRAM MATCHES DALLAS COUNTY AND COLLIN COUNTY FAMILIES WITH A TRAINED HOME VISITOR, A NURSE, EXPERIENCED PARENT, TRAINED PROFESSIONAL OR VOLUNTEER TO ANSWER QUESTIONS, OFFER ADVICE, PROVIDE SUPPORT, AND TEACH PARENTS HOW TO PREPARE THEIR KIDS FOR KINDERGARTEN. IN 2019-2020, 629 FAMILIES RECEIVED HOME VISIT PROGRAM SERVICES.7. THE HEALTHY OUTCOMES THROUGH PREVENTION AND EARLY INTERVENTION SUPPORT (HOPES) PROGRAM, FUNDED BY THE TEXAS DEPARTMENT OF FAMILY AND PROTECTIVE SERVICES (DFPS), HELPS DALLAS COUNTY PARENTS CREATE HOME ENVIRONMENTS IN WHICH YOUNG CHILDREN CAN THRIVE. WORKING WITH CLINICS, ORGANIZATIONS, AND GOVERNMENT AGENCIES, THE PROGRAM'S STAFF HELPS FAMILIES RECEIVE INSTRUCTION, SUPPORT, AND COMMUNITY RESOURCES. APPROXIMATELY 590 FAMILIES RECEIVED DIRECT PARENT EDUCATION PROGRAM SERVICES DURING FISCAL YEAR 2020-2021. ADDITIONALLY, 12,655 FAMILIES RECEIVED SERVICE SUPPORT REFERRALS THROUGH THE HOPES PROGRAM. 8. NORTH TEXAS SUMMER AND SUPPER COUNCIL, A MEMBER-LED COALITION OF NORTH TEXAS ORGANIZATIONS WORKING TO BUILD CAPACITY AND INCREASES AWARENESS OF THE ISSUE OF CHILD FOOD INSECURITY AND ACCESS. THE GOAL OF THE COUNCIL IS TO INCREASE THE EFFICIENCY AND EFFECTIVENESS OF SUMMER MEALS, AFTERSCHOOL SUPPER, AND NATIONAL SCHOOL LUNCH PROGRAMS TO ENSURE ACCESS TO HEALTHY MEALS FOR EVERY CHILD. THE COUNCIL DRAWS UPON A MYRIAD OF BEST PRACTICES AND IMPLEMENTATION TECHNIQUES TO BETTER EQUIP CONTRACTING ENTITIES IN HIGH NEED AREAS WITH TOOLS FOR SUCCESS, WHILE OFFERING A COLLABORATIVE ENVIRONMENT FOR OPEN DIALOGUE. 9. THE NONPROFIT SUCCESS INSTITUTE STRENGTHENS AND SUPPORTS ORGANIZATIONS AND NONPROFITS AT DIFFERENT STAGES OF GROWTH IN SOUTHERN DALLAS AND COLLIN COUNTY. IN PARTNERSHIP WITH COMMUNITIES FOUNDATION OF TEXAS AND TOYOTA OF NORTH AMERICA, THIS PROGRAM PROVIDES TRAINING AND RESOURCES TO ENABLE SMALL AND MEDIUM SIZED NONPROFITS, CHURCHES, AND NEIGHBORHOOD ASSOCIATIONS TO OPERATE MORE EFFICIENTLY, INCREASE THEIR IMPACT, AND GAIN ACCESS TO CAPITAL. IN FISCAL YEAR 2020-2021 THE PROGRAM SUPPORTED 9 ORGANIZATIONS AND INVESTED MORE THAN $100,000 INTO TARGETED NONPROFITS. 19667708 15067459 0 AT UWMD, OUR MISSION IS TO ENSURE ALL NORTH TEXANS HAVE THE OPPORTUNITY AND ACCESS TO THRIVE. WE BELIEVE IN THE POWER OF UNITY AND EQUITY TO CREATE LASTING CHANGE, AND WE WORK WITH SUPPORTERS FROM THE PHILANTHROPIC, EDUCATION, CIVIC, CORPORATE AND NONPROFIT SECTORS, AS WELL AS THE COMMUNITY AS A WHOLE, TO CREATE OPPORTUNITY FOR ALL NORTH TEXANS. OUR ORGANIZATION PARTNERS WITH AND SUPPORTS MORE THAN 200 NONPROFIT SERVICE PROVIDERS, MOBILIZING A COMMUNITY-WIDE MOVEMENT THAT WORKS TO ENSURE ALL OUR NEIGHBORS HAVE ACCESS TO EDUCATION, INCOME, AND HEALTH-THE BUILDING BLOCKS OF OPPORTUNITY.WORKING WITH OTHER COMMUNITY LEADERS, UWMD HAS SET BOLD ASPIRE UNITED GOALS FOR 2030. IN EDUCATION WE SEEK TO (CONTINUED IN SCHEDULE O) 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 HEALTH CARE INSURANCE. IN FISCAL YEAR 2020-2021, UWMD CREATED POSITIVE IMPACT ON THE LIVES OF MORE THAN 1.3 MILLION NORTH TEXANS AND INVESTED IN 118 EXCEPTIONAL EDUCATION, INCOME, AND HEALTH ORGANIZATIONS THROUGH OUR COMMUNITY IMPACT GRANTS. EDUCATION712,000 STUDENTS, FROM PRE-K THROUGH HIGH SCHOOL, ON THE PATH TO EDUCATION SUCCESS. INCOME157,000 RESIDENTS RECEIVED ASSISTANCE TO GET AND KEEP BETTER JOBS, GET OUT OF DEBT AND BUILD SAVINGS FOR THE FUTURE. HEALTH332,000+ NORTH TEXANS RECEIVED ACCESS TO THE PRIMARY HEALTH AND WELLNESS RESOURCES THEY NEED TO LIVE HEALTHY LIVES. 8348496 8348496 1798931 DISTRIBUTING DONOR-DESIGNATED CONTRIBUTIONS TO NONPROFIT ORGANIZATIONS:UWMD ALSO ENABLES DONORS TO DESIGNATE THEIR GIFTS TO OTHER UNITED WAYS OR TO SPECIFIC AGENCIES. IN FISCAL YEAR 2020-2021, UWMD PROCESSED $8,348,496 MILLION IN DESIGNATIONS. 51038952 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 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 79 0 1 113 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X JANICE HARISSIS 2149780000 1800 N LAMAR STREET DALLAS TX 75202 JENNIFER SAMPSON PRESIDENT AND CEO 32.00 8.00 X 625178 0 129953 SUSAN HOFF CHIEF IMPACT/STRATEGY OFFICER 34.00 6.00 X 441586 0 46200 JANICE HARISSIS CHIEF FINANCIAL OFFICER 38.00 2.00 X 312412 0 8253 ASHLEY BRUNDAGE SVP, COMMUNITY IMPACT 40.00 0.00 X 154176 0 40600 KIMBERLY SCOTT VP, STRATEGIC DEVELOPMENT PROJECTS 40.00 0.00 X 159356 0 29212 CANDACE BARNES SVP, HUMAN RESOURCES 40.00 0.00 X 131504 0 43211 JAIME GARCIA DIRECTOR, ENTERPRISE ANALYTICS 40.00 0.00 X 131444 0 29709 MELISSA REDDICK VP, CORPORATE ENGAGEMENT 40.00 0.00 X 135231 0 22950 JENNIFER REEVES CORPORATE SECRETARY 40.00 0.00 X 93310 0 28089 CHARLENE LAKE BOARD CHAIR 5.00 0.00 X X 0 0 0 TERRI WEST UWFMD BOARD CHAIR 5.00 5.00 X X 0 0 0 MICHELLE VOPNI TREASURER 5.00 0.00 X X 0 0 0 JAMES HINTON COMPENSATION COMMITTEE CHAIR 5.00 0.00 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 ANTONIO CARRILLO AT-LARGE MEMBER 2.00 0.00 X 0 0 0 JORGE CORRAL 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 PEDRO LERMA 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 DAVID PARK 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 JENNIFER SAENZ AT-LARGE MEMBER 2.00 0.00 X 0 0 0 PETER SEFZIK AT-LARGE MEMBER 2.00 0.00 X 0 0 0 JULIE VAN HAREN RESOURCE DEVELOPMENT CHAIR 5.00 0.00 X 0 0 0 STEVEN WILLIAMS AT-LARGE MEMBER 2.00 0.00 X 0 0 0 BOB WRIGHT COMMUNITY IMPACT CHAIR 5.00 0.00 X 0 0 0 CHRIS WYSE AT-LARGE MEMBER 2.00 0.00 X 0 0 0 2184197 0 378177 17 0 1 0 VOOKS INC 25 NW 23RD PLACE SUITE 6 PMB122 PORTLAND OR 97210 PROGRAM IMPL & OVERSIGHT 472509 DALLAS INDEPENDENT SCHOOL DISTRICT 801 MAIN STREET DALLAS TX 75202 HHSC CONTRACTOR 308267 DALLAS COUNTY HOSPITAL DISTRICT PO BOX 660599 DALLAS TX 75266 HOPES PROGRAM CONTRACTOR 292607 FERST FOUNDATION FOR CHILDHOOD LITERACY 237 N SECOND STREET MADISON GA 30650 PROGRAM IMPL & OVERSIGHT 207227 FAMILY CARE CONNECTION 6969 PASTOR BAILEY DRIVE SUITE 140 DALLAS TX 75237 PROGRAM IMPL & OVERSIGHT 168846 10 X 257150 2600000 17704522 38675829 436886 59237501 105229 105229 DESIGNATION PROCESSING FEES 561000 1798931 1798931 FLEX CREDITS 900099 46656 46656 INSURANCE REIMBURSEMENT 900099 43559 43559 33443 7070 26373 1922589 61265319 1806001 0 221817 X 43217445 43217445 1657628 562133 439581 655914 89376 30884 58492 6219327 2404636 1611320 2203371 252890 111911 49913 91066 738026 290230 151689 296107 548613 235101 92670 220842 159323 30370 92646 36307 1546448 694667 541432 310349 728194 461616 1934 264644 125498 34333 42672 48493 566800 207651 142677 216472 273754 172773 19256 81725 5840 3357 279 2204 240326 205953 3759 30614 14760 11070 1218 2472 576212 481886 37684 56642 710307 594030 46454 69823 71486 54032 5760 11694 DESIGNATION PROC. FEES 1193014 1193014 0 0 MEMBERSHIP DUES 38083 10527 22728 4828 EXTERNAL GIFTS 32614 3197 16537 12880 SUBSCRIPTIONS & DUES 18887 12805 3614 2468 25617 15331 5686 4600 59050468 51038952 3329509 4682007 7689161 11860175 4347798 6353458 13765195 14145173 434626 401572 13448576 8653785 5340410 4794791 484660 12897331 14828155 44474521 52867984 1375305 7411724 7382500 7450000 0 0 1398300 1653966 2342184 1586983 12498289 18102673 X 6133757 14450136 25842475 20315175 31976232 34765311 44474521 52867984 X 2214851 -96590 670818 X 0 1 X 1 1 1 X 62951397 56302770 63322626 53655309 59237501 295469603 62951397 56302770 63322626 53655309 59237501 295469603 72053378 223416225 93400 163334 262509 162532 105229 787004 76358 90631 16641 89810 116588 390028 296646635 6717577 0.75310 0.72780 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2016 AMOUNT: $ 76,358. 2017 AMOUNT: $ 30. 2018 AMOUNT: $ 914. 2019 AMOUNT: $ 3,386. 2020 AMOUNT: $ 18,933. FLEX CREDIT - 2017 AMOUNT: $ 25,682. 2018 AMOUNT: $ 9,295. 2019 AMOUNT: $ 52,919. 2020 AMOUNT: $ 46,656. INSURANCE COMPANY DIVIDEND - 2017 AMOUNT: $ 8,989. 2018 AMOUNT: $ 6,432. 2019 AMOUNT: $ 13,523. 2020 AMOUNT: $ 43,559. GROSS FUNDRAISING REVENUE - 2017 AMOUNT: $ 55,930. DEFERRED COMPENSATION - 2019 AMOUNT: $ 19,982. 2020 AMOUNT: $ 7,440. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 211716 0 5000 0 216716 0 58833752 0 59050468 0 1000000 0 250000 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 177421 219009 246022 216716 859168 250000 250000 250000 250000 1000000 1500000 176990 218936 241022 211716 848664 43865673 1376636 12536616 3206594 54572331 47147486 2242870 1682382 3182266 4024799 43865673 45173952 1799685 2761370 2587521 47147486 41867356 3258494 3137160 3089058 45173952 34658230 5769411 4641271 1420820 1780736 41867356 0.51490 0.42350 0.06160 0 1 1 211259 211259 8797847 5541852 3255995 1138954 550157 588797 2491726 1878691 613035 808790 683085 125705 4794791 BENEFICIAL INTEREST IN TRUSTS 12001239 DUE FROM UNITED WAY FOUNDATION 2709274 DEFERRED COMPENSATION 117642 14828155 DONOR DESIGNATIONS 1321099 DUE TO UNITED WAY FOUNDATION 265884 1586983 X 53813253 -96590 322202 -7677678 -7452066 61265319 0 61265319 51024174 322202 -8348496 -8026294 59050468 0 59050468 PART V, LINE 4: INTENDED USE OF ENDOWMENT FUNDS UWMD IS A BENEFICIARY OF THE UNITED WAY FOUNDATION OF METROPOLITAN DALLAS'S ENDOWMENT AS A SUPPORTED ORGANIZATION. THE ENDOWMENT FUNDS ARE ESTABLISHED FOR THE EXCLUSIVE PURPOSE OF THE DONORS AND TO SUPPORT THE PROGRAM INITIATIVES OF UWMD. PART X, LINE 2: LIABILITY FOR UNCERTAIN TAX POSITIONS (ASC 740) BOTH UNITED WAY AND THE FOUNDATION ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THUS, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. UNITED WAY AND THE FOUNDATION FOLLOW THE ACCOUNTING GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, RECOGNIZING THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE-LIKELY-THAN-NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. UNITED WAY AND THE FOUNDATION APPLIED THE UNCERTAIN TAX POSITION GUIDANCE TO ALL TAX POSITIONS FOR WHICH THE STATUTE OF LIMITATIONS REMAINED OPEN AND DETERMINED THERE WERE NO MATERIAL UNRECOGNIZED TAX BENEFITS AS OF THAT DATE. UNITED WAY AND THE FOUNDATION DO NOT BELIEVE THERE IS ANY UNCERTAINTY WITH RESPECT TO THE TAX POSITION WHICH WOULD RESULT IN A MATERIAL CHANGE TO THE FINANCIAL STATEMENTS. UNITED WAY AND THE FOUNDATION ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES TO THE EXTENT THEY HAVE UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH THE GUIDANCE FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THAT THERE ARE NO MATERIAL INCOME TAX EFFECTS WITH RESPECT TO ITS FINANCIAL STATEMENTS. MANAGEMENT HAS DETERMINED THAT THERE IS NO MATERIAL UNRELATED BUSINESS INCOME TO REPORT FOR UNITED WAY OR THE FOUNDATION AND HAS NOT HISTORICALLY FILED UNRELATED BUSINESS INCOME TAX RETURNS. THEREFORE, TAX YEARS REMAIN OPEN FOR YEARS IN WHICH AN INCOME TAX RETURN HAS NOT BEEN FILED. THERE WAS NO INTEREST RELATED TO INCOME TAXES THAT HAS BEEN ACCRUED OR RECOGNIZED AS OF AND FOR THE YEARS ENDED JUNE 30, 2021 AND 2020. THERE WERE NOMINAL PENALTIES RELATED TO INCOME TAXES RECOGNIZED AS OF AND FOR THE YEARS ENDED JUNE 30, 2021 AND 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: DESIGNATIONS TO AGENCIES -10,019,563. CHANGE OF INTEREST HELD IN TRUSTS 2,341,885. PART XII, LINE 2D - OTHER ADJUSTMENTS: DESIGNATIONS TO AGENCIES -8,348,496. RECONCILIATION OF ASSETS AND LIABILITIES TO FINANCIALS: UWMD IS A BENEFICIARY OF THE UNITED WAY FOUNDATION OF METROPOLITAN DALLAS (FOUNDATION) AS A SUPPORTED ORGANIZATION. THE FOUNDATION FUNDS ARE ESTABLISHED FOR THE EXCLUSIVE PURPOSE OF THE DONORS AND TO SUPPORT THE PROGRAM INITIATIVES OF UWMD. UWMD UWFMD ELIMINATIONS CONSOLIDATED TOTAL ASSETS 52,867,984 60,886,315 (2,975,158) 110,779,141 TOTAL LIABILITIES 18,102,673 2,709,274 (2,975,158) 17,836,789 NET ASSETS 34,765,311 58,177,041 0 92,942,352 1 2 INSPIRE PEACE INC 1409 S LAMAR STREET 211 DALLAS TX 75208 843727348 501(C)(3) 10250 PROGRAM OPS COST 2000 ROSES FOUNDATION INCORPORATED 2000 W 10TH ST DALLAS TX 75208 752825776 501(C)(3) 27716 PROGRAM OPS COST ACHIEVE (FKA CITIZENS DEVELOPMENT CENTER) 8800 AMBASSADOR ROW DALLAS TX 75247 751008422 501(C)(3) 185000 PROGRAM OPS COST ADVANCENET LABS PO BOX 368 GRAPEVINE TX 76099 465492631 501(C)(3) 50000 PROGRAM OPS COST AES LITERACY INSTITUTE 8204 ELMBROOK DR STE 221 DALLAS TX 75247 833899952 501(C)(3) 23985 PROGRAM OPS COST AFTER8TOEDUCATE 2904 FLOYD ST STE B DALLAS TX 75230 823145228 501(C)(3) 20833 PROGRAM OPS COST AFTER-SCHOOL ALL-STARS NORTH TEXAS 2904 FLOYD STREET DALLAS TX 75204 954441208 501(C)(3) 164650 PROGRAM OPS COST AGAPE RESOURCE & ASSISTANCE CENTER INC PO BOX 861664 PLANO TX 750861664 752942035 501(C)(3) 100000 PROGRAM OPS COST ALLEN COMMUNITY OUTREACH 801 E MAIN STREET ALLEN TX 75002 751986190 501(C)(3) 25000 PROGRAM OPS COST AMERICA CAN 325 W 12TH STREET 2ND FLOOR DALLAS TX 75208 752251099 501(C)(3) 35000 PROGRAM OPS COST ANITA N MARTINEZ BALLET FOLKLORIC INC 4422 LIVE OAK ST DALLAS TX 75204 751814458 501(C)(3) 34587 PROGRAM OPS COST ARTIST OUTREACH INC 10000 N CENTRAL EXPRESSWAY STE 400 DALLAS TX 75231 460638240 501(C)(3) 12000 PROGRAM OPS COST ASSISTANCE CENTER OF COLLIN COUNTY 900 EAST 18TH STREET PLANO TX 75074 751550604 501(C)(3) 20000 PROGRAM OPS COST AUSTIN STREET CENTER 2929 HICKORY STREET DALLAS TX 75226 751881365 501(C)(3) 71392 PROGRAM OPS COST AVANCE DALLAS 2060 SINGLETON BLVD STE 103 DALLAS TX 75212 752699260 501(C)(3) 715694 PROGRAM OPS COST AZAR FOUNDATION 1111 W MOCKINGBIRD LN STE 1300-5 DALLAS TX 75247 452670332 501(C)(3) 26407 PROGRAM OPS COST BACHMAN LAKE TOGETHER 9507 OVERLAKE DR DALLAS TX 75220 814526609 501(C)(3) 80000 PROGRAM OPS COST BAYLOR HEALTH CARE SYSTEM FOUNDATION 3600 GASTON AVE BARNETT TOWER SUITE 100 DALLAS TX 75246 751606705 501(C)(3) 60000 PROGRAM OPS COST BAYLOR UNIVERSITY 1111 W MOCKINGBIRD LANE STE 1350 DALLAS TX 75247 741159753 501(C)(3) 77000 PROGRAM OPS COST BEACON HILL PREPARATORY INSTITUTE 1402 CORINTH STREET SUITE 257 DALLAS TX 75215 421624235 501(C)(3) 178500 PROGRAM OPS COST BELKNAP MINISTRIES 2019 N MASTERS DALLAS TX 75217 452810447 501(C)(3) 15000 PROGRAM OPS COST BETTER BLOCK FOUNDATION PO BOX 4007 DALLAS TX 75382 474885264 501(C)(3) 55000 PROGRAM OPS COST BIG BROTHERS BIG SISTERS LONE STAR 450 E JOHN CHCARP FREEWAY STE 300 IRVING TX 75062 750800632 501(C)(3) 100000 PROGRAM OPS COST BIG THOUGHT 1409 S LAMAR STREET STE 1015 DALLAS TX 75215 752170035 501(C)(3) 27547 PROGRAM OPS COST BOYS & GIRLS CLUBS OF COLLIN COUNTY 7790 MAIN STREET FRISCO TX 75033 751296869 501(C)(3) 55000 PROGRAM OPS COST BOYS & GIRLS CLUBS OF GREATER DALLAS 4816 WORTH STREET DALLAS TX 75246 751152657 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260598220 501(C)(3) 26800 PROGRAM OPS COST SOCIETY OF ST VINCENT DE PAUL OF NORTH TEXAS 3826 GILBERT AVE DALLAS TX 75219 751630370 501(C)(3) 60000 PROGRAM OPS COST SONYA'S HOUSE INC 7008 SORCEY RD DALLAS TX 75249 812390858 501(C)(3) 8330 PROGRAM OPS COST SOUTHERN DALLAS LINK 1020 SCOTLAND DR 3115 DESOTO TX 75115 822392922 501(C)(3) 30000 PROGRAM OPS COST SOUTHERN METHODIST UNIVERSITY 6401 AIRLINE DR SUITE 201 HAROLD CLARK SIMMONS HALL SMU DALLAS TX 75205 750800689 501(C)(3) 60000 PROGRAM OPS COST SOUTHWESTERN DIABETIC FOUNDATION INC PO BOX 918 GAINESVILLE TX 76241 756002547 501(C)(3) 25000 PROGRAM OPS COST STAND FOR CHILDREN-TEXAS 2121 SW BROADWAY SUITE 130 PORTLAND OR 97201 521957214 501(C)(3) 40000 PROGRAM OPS COST STARS UNITED GLOBAL OUTREACH 1600 PENNSYLVANIA AVENUE DALLAS TX 75215 800967860 501(C)(3) 11000 PROGRAM OPS COST STEP UP 901 S CENTRAL EXPRESSWAY RICHARDSON TX 75080 954701468 501(C)(3) 40000 PROGRAM OPS COST STUDIO BELLA FOR KIDS LLC 1450 OLD GATE LANE DALLAS TX 75218 821653436 501(C)(3) 12000 PROGRAM OPS COST TR HOOVER COMMUNITY DEVELOPMENT CENTER 5106 BEXAR STREET DALLAS TX 75215 752700136 501(C)(3) 50841 PROGRAM OPS COST TECO THEATRICAL PRODUCTIONS INC 215 S TYLER STREET DALLAS TX 75208 582069891 501(C)(3) 12800 PROGRAM OPS COST TEXAS MUSLIM WOMEN'S FOUNDATION INC PO BOX 863388 PLANO TX 75086 203060929 501(C)(3) 95000 PROGRAM OPS COST TEXAS RESTAURANT ASSOCIATION EDUCATION FOUNDATION PO BOX 1429 AUSTIN TX 78767 742732907 501(C)(3) 10000 PROGRAM OPS COST TEXAS TENANTS UNION 8035 E RL THORNTON FWY STE 535 DALLAS TX 75228 751678612 501(C)(3) 20000 PROGRAM OPS COST TEXPROTECTS THE TEXAS ASSOCIATION 1341 W MOCKINGBIRD LANE STE 560W DALLAS TX 75247 461332547 501(C)(3) 51250 PROGRAM OPS COST THE CAPITAL GOOD FUND 22 A ST PROVIDENCE RI 02907 800348382 501(C)(3) 39769 PROGRAM OPS COST THE CONCILIO 400 S ZANG BOULEVARD SUITE 300 DALLAS TX 75208 751770140 501(C)(3) 180500 PROGRAM OPS COST THE COOPER INSTITUTE 12330 PRESTON RD DALLAS TX 75230 237075529 501(C)(3) 258139 PROGRAM OPS COST THE DALLAS FOUNDATION - FOR OAK CLIFF 4478 S MARSALIS AVE DALLAS TX 75232 752890371 501(C)(3) 50000 PROGRAM OPS COST THE DALLAS FOUNDATION-BONTON FARMS 6915 BEXAR STREET DALLAS TX 75215 752890371 501(C)(3) 150000 PROGRAM OPS COST THE SALVATION ARMY DFW METROPLEX COMMAND PO BOX 36006 DALLAS TX 75235 580660607 501(C)(3) 26850 PROGRAM OPS COST THE SALVATION ARMY DFWMC - TX 8787 N STEMMONS FREEWAY STE 800 DALLAS TX 75247 580660607 501(C)(3) 375000 PROGRAM OPS COST THE SALVATION ARMY-CARR P COLLINS SOCIAL SERVICE CENTER 5302 HARRY HINES BLVD DALLAS TX 75235 580660607 501(C)(3) 569048 PROGRAM OPS COST THE SAMARITAN INN 1725 N MCDONALD ST MCKINNEY TX 75071 751984285 501(C)(3) 40000 PROGRAM OPS COST THE STEWPOT OF FIRST PRESBYTERIAN CHURCH 1835 YOUNG ST DALLAS TX 75201 750871727 501(C)(3) 36961 PROGRAM OPS COST THE TSTC FOUNDATION 3801 CAMPUS DR WACO TX 76705 752892470 501(C)(3) 10000 PROGRAM OPS COST THE WARREN CENTER 320 CUSTER ROAD RICHARDSON TX 75080 751282040 501(C)(3) 85000 PROGRAM OPS COST THE WAY BACK HOUSE 13490 TI BLVD SUITE 102 DALLAS TX 75243 751446346 501(C)(3) 25000 PROGRAM OPS COST THE WELMAN PROJECT 2232 IRWIN ST FORT WORTH TX 76110 811116926 501(C)(3) 75000 PROGRAM OPS COST THREE BROTHERS LEARNING 2313 LIVE OAK DRIVE LITTLE ELM TX 75068 830776309 501(C)(3) 10000 PROGRAM OPS COST TIA'S STEAM ENRICHMENT LLC 17630 DAVENPORT 103 DALLAS TX 75252 820680309 501(C)(3) 5400 PROGRAM OPS COST TO BE LIKE ME PO BOX 600101 DALLAS TX 75360 832384204 501(C)(3) 50000 PROGRAM OPS COST TREY ATHLETES 3131 MAIN STREET UNIT 1515 DALLAS TX 75226 830807555 501(C)(3) 50000 PROGRAM OPS COST TRUSTED WORLD FOUNDATION 906 W MCDERMOTT DRIVE STE 116-277 ALLEN TX 75013 455264332 501(C)(3) 65000 PROGRAM OPS COST TURTLE CREEK MANOR INC 2707 ROUTH STREET DALLAS TX 75201 751282276 501(C)(3) 20000 PROGRAM OPS COST UNDER 1 ROOF 5787 S HAMPTON RD SUITE 270 DALLAS TX 75232 800765001 501(C)(3) 57029 PROGRAM OPS COST UNITE GREATER DALLAS 5470 ELLSWORTH AVE DALLAS TX 75206 463366457 501(C)(3) 12601 PROGRAM OPS COST UNITED TO LEARN 5310 HARVEST HILL ROAD SUITE 190 DALLAS TX 75230 822121965 501(C)(3) 45000 PROGRAM OPS COST UNIVERSITY OF TX AT DALLAS CALLIER CTR 800 WEST CAMPBELL ROAD AD37 RICHARDSON TX 75080 756035865 501(C)(3) 50000 PROGRAM OPS COST UPLIFT EDUCATION 1825 MARKET CENTER BLVD SUITE 500 DALLAS TX 75207 752659683 501(C)(3) 305000 PROGRAM OPS COST VISUAL EXPRESSIONS ART SCHOOL 1425 N HWY 67 CEDAR HILL TX 75104 200780106 501(C)(3) 8000 PROGRAM OPS COST VNA 1600 VICEROY DRIVE SUITE 400 DALLAS TX 75235 750800692 501(C)(3) 75000 PROGRAM OPS COST VOGEL ALCOVE 1723 GANO STREET DALLAS TX 75213 752133827 501(C)(3) 88000 PROGRAM OPS COST VOICE OF HOPE MINISTRIES 4120 GENTRY DR DALLAS TX 75212 751850380 501(C)(3) 32000 PROGRAM OPS COST VOOKS INC 25 NW 23RD PLACE STE 6 PMB122 PORTLAND OR 97210 842073181 501(C)(3) 212509 PROGRAM OPS COST WILKINSON CENTER PO BOX 720248 DALLAS TX 75372 752712117 501(C)(3) 600092 PROGRAM OPS COST WOMEN IN NEED OF GENEROUS SUPPORT WINGS 2603 INWOOD ROAD DALLAS TX 75235 750800699 501(C)(3) 400000 PROGRAM OPS COST WORKLIFE PARTNERSHIP 3513 BRIGHTON BLVD SUITE 489 DENVER CO 80216 471331690 501(C)(3) 53000 PROGRAM OPS COST WTIA WORKFORCE INSTITUTE 2200 ALASKAN WAY STE 390 SEATTLE WA 98121 473951262 501(C)(3) 50000 PROGRAM OPS COST YEAR UP DALLASFORT WORTH 701 ELM ST 400 DALLAS TX 75202 043534407 501(C)(3) 25000 PROGRAM OPS COST YMCA OF METROPOLITAN DALLAS 601 NORTH AKARD ST DALLAS TX 75201 750800696 501(C)(3) 210000 PROGRAM OPS COST YOUNG WOMEN'S PREPARATORY NETWORK 1722 ROUTH STREET SUITE 720 DALLAS TX 75201 470902114 501(C)(3) 75000 PROGRAM OPS COST YOUTH WITH FACES 6333 E MOCKINGBIRD LANE 147-872 DALLAS TX 75214 300018778 501(C)(3) 75000 PROGRAM OPS COST YOUTH180 INC 7777 FOREST LANE BLDG C - STE 410 DALLAS TX 75230 751964233 501(C)(3) 25400 PROGRAM OPS COST DESIGNATED DONATIONS TO UWMD 1800 N LAMAR STREET DALLAS TX 75202 756005352 501(C)(3) 8348496 DONOR DESIGNATIONS 252 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. ORGANIZATIONS RECEIVING DESIGNATED CONTRIBUTIONS THROUGH UNITED WAY ARE SUBJECT TO VETTING AND SCREENING THROUGH SUPPORT SERVICES PROVIDED BY GUIDESTAR. IN ADDITION TO THOSE AGENCIES LISTED, UWMD ALSO HAD DONOR DESIGNATED FUNDS TO AGENCIES IN THE AMOUNT OF $8,348,496. X X 1 1 X X X X 0 1 0 0 0 0 0 1 0 JENNIFER SAMPSON PRESIDENT AND CEO 406428 0 198146 0 20604 0 89950 0 40003 0 755131 0 0 0 SUSAN HOFF CHIEF IMPACT/STRATEGY OFFICER 304078 0 134340 0 3168 0 19950 0 26250 0 487786 0 0 0 JANICE HARISSIS CHIEF FINANCIAL OFFICER 240344 0 49400 0 22668 0 6825 0 1428 0 320665 0 0 0 ASHLEY BRUNDAGE SVP, COMMUNITY IMPACT 139996 0 14000 0 180 0 10368 0 30232 0 194776 0 0 0 KIMBERLY SCOTT VP, STRATEGIC DEVELOPMENT PROJECTS 159194 0 0 0 162 0 4475 0 24737 0 188568 0 0 0 CANDACE BARNES SVP, HUMAN RESOURCES 131234 0 0 0 270 0 9255 0 33956 0 174715 0 0 0 JAIME GARCIA DIRECTOR, ENTERPRISE ANALYTICS 131282 0 0 0 162 0 6875 0 22834 0 161153 0 0 0 MELISSA REDDICK VP, CORPORATE ENGAGEMENT 134961 0 0 0 270 0 9733 0 13217 0 158181 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 A REIMBURSEMENT TO COVER THE COST OF OBTAINING A FINANCIAL ADVISOR. THIS WAS AN ANNUAL PAYMENT 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 2020, 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 ORGANIZATION'S BONUS PROGRAM IS BASED ON METRICS SET IN AN ORGANIZATIONAL SCORECARD. X 17 424886 FMV X MASKS 1 12000 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 1 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 THE 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 CONFLICT OF INTERESTS. 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 18 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" THEN "FINANCIALS" TO OBTAIN THE NECESSARY INFORMATION. FORM 990, PART VI, SECTION C, LINE 19 SAME AS LINE 18 ABOVE. FORM 990, PARTS VIII & IX DONOR DESIGNATED FUNDS THE AMOUNTS REPORTED IN THESE SECTIONS INCLUDE $10,019,563 OF DONOR DESIGNATED REVENUE AND $8,348,496 OF DONOR DESIGNATED GRANTS. $100,000 OF THE DONOR DESIGNATED FUNDS WAS GRANTED TO UNITED WAY FOUNDATION OF METROPOLITAN DALLAS, A RELATED ORGANIZATION. FORM 990, PART XI, LINE 9: CHANGE OF INTEREST HELD IN TRUSTS 2,341,885. NET OF DESIGNATIONS TO AGENCIES -1,671,067. UNITED WAY FDN 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 2600000 FMV UNITED WAY FOUNDATION OF METROPOLITAN DALLAS O 460443 FMV