2016-02-15T15:00:21-06:00 2015-06-30 GRANT THORNTON LLP 8300 THORN DRIVE SUITE 300 WICHITA KS 672262708 990 2014-07-01 752834344 United Way Foundation of Metropolitan Dallas % WANDA MIZUTOWICZ UNIT 2149780000 1800 N Lamar St Dallas TX 75202 WANDA MIZUTOWICZ CFO 2149780000 2016-02-15 true Kimberly Temple P00669176 3162653231 2014 2016-08-17 19:52:53Z Jennifer Sampson 1800 N Lamar St Dallas TX 75202 10677560 false X www.unitedwaydallas.org X 1999 TX THE FOUNDATION WAS FOUNDED EXCLUSIVELY FOR THE PURPOSE OF RECEIVING GIFTS, GRANTS AND BEQUESTS IN ORDER TO ESTABLISH AN ENDOWMENT FUND FOR THE LONG-TERM BENEFIT OF UWMD. 20 20 0 12 0 926238 6134046 0 0 2015086 1142117 0 0 2941324 7276163 0 0 0 0 0 0 0 0 1038250 1908936 2213051 1908936 2213051 1032388 5063112 30117736 35807888 1817902 2621917 28299834 33185971 THE FOUNDATION WAS FOUNDED EXCLUSIVELY FOR THE PURPOSE OF RECEIVING GIFTS, GRANTS AND BEQUESTS IN ORDER TO ESTABLISH AN ENDOWMENT FUND FOR THE LONG-TERM BENEFIT OF THE UNITED WAY OF METROPOLITAN DALLAS. false false 1009003 DURING THE YEAR ENDING JUNE 30, 2015, THE FOUNDATION BOARD MADE A DISTRIBUTION TO THE UNITED WAY OF METROPOLITAN DALLAS, INC. (UWMD) OF $1,009,003, WHICH REPRESENTED APPROXIMATELY 4.00% OF THE AVERATE MARKET VALUE OF THE 12-QUARTER ROLLING AVERAGE BALANCE OF THE ENDOWMENT AT DECEMBER 31, 2014. 1009003 true true false false false false false false false true false false false false false true true true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false X 20 20 false false false false false false false true true false false true true true true true true false false false X X WANDA MIZUTOWICZ 2149780000 1800 N LAMAR Dallas TX 75202 X CURT FITZGERALD BOARD CHAIR; AT-LARGE MEMBER 5.0 5.0 X X 0 0 0 BLAINE NELSON TREASURER/SEC'Y;AT-LG MEMBER 5.0 0.0 X X 0 0 0 ED GALANTE AT-LARGE MEMBER 5.0 5.0 X 0 0 0 MILLIE BRADLEY AT-LARGE MEMBER 2.0 0.0 X 0 0 0 HAL BRIERLEY AT-LARGE MEMBER 3.0 0.0 X 0 0 0 DAVID CABRALES AT-LARGE MEMBER 2.0 0.0 X 0 0 0 JPATRICK FAUBION AT-LARGE MEMBER 2.0 0.0 X 0 0 0 CAROL GLENDENNING AT-LARGE MEMBER 2.0 0.0 X 0 0 0 SALLY HOGLUND AT-LARGE MEMBER 2.0 0.0 X 0 0 0 CAROLINE ROSE-HUNT HONORARY VICE CHAIR 2.0 0.0 X 0 0 0 PETE KLINE AT-LARGE MEMBER 2.0 0.0 X 0 0 0 PMIKE MCCULLOUGH AT-LARGE MEMBER 2.0 0.0 X 0 0 0 ERLE NYE AT-LARGE MEMBER 2.0 0.0 X 0 0 0 STANLEY A RABIN AT-LARGE MEMBER 2.0 0.0 X 0 0 0 DAVE RADER AT-LARGE MEMBER 5.0 0.0 X 0 0 0 PHILIP RITTER AT-LARGE MEMBER 2.0 0.0 X 0 0 0 CAROLYN PEROT RATHJEN AT-LARGE MEMBER 3.0 0.0 X 0 0 0 BARRY FROMBERG AT-LARGE MEMBER 2.0 0.0 X 0 0 0 RALPH HAWKINS AT-LARGE MEMBER 2.0 0.0 X 0 0 0 WILLIAM LIVELY AT-LARGE MEMBER 2.0 0.0 X 0 0 0 JENNIFER SAMPSON PRESIDENT AND CEO 8.0 32.0 X 0 382781 58609 WANDA MIZUTOWICZ CFO 2.0 38.0 X 0 179307 7154 Susan Hoff Chief Strategy & Oper. Officer 4.0 36.0 X 0 277331 35846 0 839419 101609 0 false true false 0 X 6134046 6134046 0 666692 666692 0 0 0 0 0 3876822 3401397 475425 475425 475425 0 0 0 0 7276163 1142117 0 0 0 0 0 0 0 0 0 0 463819 130204 333615 0 0 0 0 35594 35594 0 0 0 0 0 0 0 0 0 0 1009003 1009003 0 34635 34635 CAMPAIGN EXPENSES 670000 670000 2213051 1009003 165798 1038250 X 605892 1481877 0 0 229765 3243434 0 0 0 0 0 0 0 0 0 0 0 0 0 29210587 30970778 0 0 0 0 0 0 71492 111799 30117736 35807888 1817902 2621917 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1817902 2621917 X 22395910 22150746 1152641 1063234 4751283 9971991 28299834 33185971 30117736 35807888 5063112 -176975 X false true X true false X X 1 UNITED WAY OF METROPOLITAN DALLAS 756005352 7 true 2142822 0 1 2142822 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28095577 6046025 965142 1009003 1169413 32928328 24580203 774060 4627634 992970 893350 28095577 20948693 2187806 2919639 845748 630187 24580203 20343747 543205 488552 185172 241639 20948693 16291850 369708 3847505 165316 20343747 0.66990 0.30280 0.02730 true false 0 0 X 7099188 -176975 -176975 7276163 7276163 2213051 2213051 2213051 Intended Use of Endowment Funds Schedule D, Part V, Line 4 THE ENDOWMENT FUNDS ARE ESTABLISHED FOR THE EXCLUSIVE PURPOSE OF THE DONORS AND TO SUPPORT PROGRAM INITIATIVES OF THE UNITED WAY OF METROPOLITAN DALLAS. fin 48 (asc 740) footnote Part X, Line 2: The foundation has received a tax-exempt ruling from the internal revenue service under internal revenue code section 501(c)(3). However, income generated from activities unrelated to the exempt purpose of the foundation is subject to tax. The foundation had no unrelated business income during 2015 or 2014. Contributions to the foundation are tax-deductible within the limitations prescribed by law. No tax accrual for uncertain tax positions was recorded as management believes there are no uncertain tax positions for the foundation. false true false false false false false false false JENNIFER SAMPSON PRESIDENT AND CEO 0 317061 0 65000 0 720 0 38564 0 20045 0 441390 0 0 WANDA MIZUTOWICZ CFO 0 151957 0 25000 0 2350 0 5274 0 1880 0 186461 0 0 Susan Hoff Chief Strategy & Oper. Officer 0 221301 0 54000 0 2030 0 15811 0 20035 0 313177 0 0 Supplemental nonqualified retirement plan Schedule J, Part I, Line 4b JENNIFER SAMPSON RECEIVED PAYMENTS FROM UWMD INTO HER 457F PLAN AND THOSE PAYMENTS OF $20,363.52 ARE INCLUDED IN THE COMPENSATION DETAIL PROVIDED. FORM 990 REVIEW PROCESS Form 990, Part VI, Line 11b AN INDEPENDENT CPA FIRM SPECIALIZING IN TAX PREPARATION SERVICES PREPARED THE 990 FORM USING INFORMATION FROM AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY UNITED WAY OF METROPOLITAN DALLAS (UWMD) STAFF. UNITED WAY FOUNDATION OF METROPOLITAN DALLAS (UWFMD) STAFF REVIEWED THE COMPLETED FORM 990. THE RETURN IS DELIVERED TO MEMBERS OF THE AUDIT AND ETHICS COMMITTEE AND BOARD FOR REVIEW AND COMMENTS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. MONITORING & ENFORCING COMPLIANCE Form 990, Part VI, SECTION B, Line 12c 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 ANNUALLY TO SIGN AN AFFIRMATIVE STATEMENT OF COMPLIANCE AND TO DISCLOSE 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. COMPENSATION REVIEW AND APPROVAL PROCESS Form 990, Part VI, Line 15a 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. PUBLIC DISCLOSURE Form 990, Part VI, SECTION C,Line 19 THE ORGANIZATION'S FORM 990 IS AVAILABLE ON THE WEBSITE AND THE FORM 1023 IS AVAILABLE UPON REQUEST. UWFMD'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 UWMD ACCOUNTING AND FINANCE DEPARTMENT AT (214)978-0000. AUDITED FINANCIAL STATEMENTS AND FILED FORM 990'S 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. Board of Directors Installation Date Form 990, Part VII, Section A, Line 1A: The new board of directors was voted in on May 6, 2015. Therefore, the list of directors and officers includes the FY14-15 members who served through 5/6/15 and those new FY15-16 directors who served from 5/6/15 through 6/30/15. United Way of Metropolitan Dallas 1800 N Lamar Dallas TX 75202 756005352 HLTH/HUM SVCS TX 501(C)(3) 07 NA false false true false false false false false false false false false true true true true false false true