2015-02-17T14:37:33-06:00 2014-06-30 GRANT THORNTON LLP 8300 THORN DRIVE SUITE 300 WICHITA KS 672262708 990 2013-07-01 756005352 UNITED WAY OF METROPOLITAN DALLAS INC % WANDA MIZUTOWICZ UNIT 2149780000 1800 N LAMAR STREET Suite DALLAS TX 75202 WANDA MIZUTOWICZ CFO 2149780000 2015-02-16 true Kimberly Temple P00669176 2149780000 2013 2016-03-07 17:11:31Z JENNIFER SAMPSON 1800 N LAMAR STREET DALLAS TX 75202 60648110 false X WWW.UNITEDWAYDALLAS.ORG X 1961 TX TO IMPROVE LIVES IN OUR COMMUNITIES BY BEING A TRUSTED LEADER IN MOBILIZING RESOURCES FOR TRANSFORMATIONAL COMMUNITY IMPACT IN EDUCATION, INCOME AND HEALTH. 25 25 139 12800 0 51693256 58989426 0 1554895 166791 65507 1135910 38282 52995957 60648110 38523499 42106622 0 0 8798967 8551946 0 168494 6410492 4300701 4757992 51623167 55585054 1372790 5063056 48955469 53877195 15535697 15108721 33419772 38768474 X THE MISSION OF UNITED WAY OF METROPOLITAN DALLAS IS TO IMPROVE LIVES IN OUR COMMUNITIES. UNITED WAY OF METROPOLITAN DALLAS COLLABORATES WITH MORE THAN 100 OF OUR REGION'S BEST COMMUNITY ORGANIZATIONS TO DELIVER HEALTH AND HUMAN SERVICE PROGRAMS THAT BENEFIT CHILDREN AND ADULTS IN THE AREAS OF EDUCATION, INCOME AND HEALTH. false false 23301886 20221671 INVESTING IN EXCEPTIONAL LOCAL PROGRAMS THAT PREPARE KIDS TO GRADUATE AND SUCCEED, HELP FAMILIES LEAVE POVERTY PERMANENTLY, AND ENABLE PEOPLE TO LIVE HEALTHY, RESPONSIBLE LIVES. USING A COMPETITIVE GRANTS PROCESS, UNITED WAY VOLUNTEERS IDENTIFY THE BEST INVESTMENTS FOR HELPING PEOPLE IN DALLAS, COLLIN, ROCKWALL AND SOUTHERN DENTON COUNTIES CHANGE THEIR LIVES FOREVER. IN FISCAL YEAR 2013-2014, UNITED WAY OF METROPOLITAN DALLAS INVESTED IN 142 EXCEPTIONAL EDUCATION, INCOME AND HEALTH PROGRAMS THAT SERVED NEARLY 540,000 CLIENTS IN NORTH TEXAS INCLUDING: 1) 45,000 PEOPLE LEAVING POVERTY PERMANENTLY 2) 263,000 KIDS PREPARING TO GRADUATE AND SUCCEED 3) 232,000 PEOPLE LIVING HEALTHY, RESPONSIBILE LIVES 18804736 18804736 1554895 DISTRIBUTING DONOR-DESIGNATED CONTRIBUTIONS TO SERVICE PROVIDERS. UNITED WAY OF METROPOLITAN DALLAS ENABLES DONORS TO DESIGNATE THEIR GIFTS TO OTHER UNITED WAYS OR TO SPECIFIC AGENCIES. IN FISCAL YEAR 2013-2014, UNITED WAY OF METROPOLITAN DALLAS PROCESSED $18.8 MILLION IN DESIGNATIONS. 4332163 3080215 BUILDING AND ADMINISTERING COLLABORATIVE INITIATIVES THAT ADDRESS KEY GAPS IN THE COMMUNITYS EFFORTS TO BREAK THE CYCLES OF DROPOUTS, POVERTY AND POOR HEALTH. EXAMPLES INCLUDE: 1. HEALTHY ZONE SCHOOL RECOGNITION PROGRAM, HELPING KIDS LEARN HEALTHY HABITS THAT CAN LAST A LIFETIME. IN FISCAL YEAR 2013-2014, UNITED WAY AND THE COOPER INSTITUTE PROVIDED EXPERTISE, FINANCIAL ASSISTANCE AND RECOGNITION TO 51 NORTH TEXAS SCHOOLS THAT CREATED HEALTHY ENVIRONMENTS FOR MORE THAN 31,805 STUDENTS. THEY ALSO USED A COMPETITVE APPLICATION PROCESS TO IDENTIFY 39 MORE NORTH TEXAS SCHOOLS THAT WILL RECEIVE SUPPORT STARTING IN THE 2014-2015 SCHOOL YEAR, EXPANDING THE INITITIAVE TO HELP EVEN MORE LOCAL STUDENTS. 2. DESTINATION: GRADUATION, HELPING AT-RISK STUDENTS GRADUATE FROM HIGH SCHOOL AND SUCCESSFULLY PURSUE ADVANCED EDUCATION. IN FISCAL YEAR 2013-2014, UNITED WAY WORKED IN ELEVEN AREA HIGH SCHOOLS TO COORDINATE COLLEGE PREPARATION, PARENTAL INVOLVEMENT, MENTORING AND CAREER EXPLORATION SERVICES. IN FISCAL YEAR 2013-2014, UNITED WAY HELPED MORE THAN 1800 STUDENTS GRADUATE. 3. LEADERS IN SCIENCE PROGRAM ENHANCES EDUCATOR EFFECTIVENESS IN SCIENCE INSTRUCTION THROUGH PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR ELEMENTARY SCHOOL TEACHERS. IN FISCAL YEAR 2013-2014, THE PROGRAM SERVED 52 TEACHERS AND MORE THAN 1,200 KINDERGARTEN THROUGH 5TH GRADE STUDENTS. 4. COMMUNITY FINANCIAL STABILITY INITIATIVE: COORDINATING AND EXPANDING NORTH TEXAS EFFORTS TO EMPOWER STRUGGLING FAMILIES WITH FINANCIAL KNOWLEDGE AND RESOURCES TO BECOME ECONOMICALLY SELF-SUFFICIENT. IN FISCAL YEAR 2013-2014, UNITED WAY TAX PREPARATION VOLUNTEERS HELPED MORE THAN 10,000 HARD WORKING FAMILIES SAVE OVER $15 MILLION FROM TAX REFUNDS AND TAX PREPARATION FEES. 5. THE TEXAS HOME VISITING PROGRAM, FUNDED BY THE TEXAS HEALTH AND HUMAN SERVICES COMMISSION (HHSC), PROVIDES IN-HOME PARENT EDUCATION TO ATRISK FAMILIES. APPROXIMATELY 500 CHILDREN AND THEIR FAMILIES RECEIVED HOME VISITING PROGRAM SERVICES DURING FISCAL YEAR 13-14. ADDITIONALLY, THE PROGRAM HAS CREATED A SYSTEM TO MATCH FAMILIES WITH APPROPRIATE HOME VISITNG SERVICE PROVIDERS. 46438785 true true false true false false false false false false true false false true true true false true false false false false false true false false false true false true false false false false false false false false true false false false false true true true false false true 42 0 true 139 true false false false false false false false false false false X 25 25 false false false false false false false true true false false true true true true true true true true false X X WANDA MIZUTOWICZ 2149780000 1800 N LAMAR STREET DALLAS TX 75202 CLINT MCDONOUGH BOARD CHAIR 8.0 0.0 X X 0 0 0 JOHN STEPHENS BOARD CHAIR-ELECT 8.0 0.0 X X 0 0 0 DEB GIBBINS TREASURER 8.0 0.0 X X 0 0 0 CURT FITZGERALD DIRECTOR; UWFMD BOARD CHAIR 5.0 8.0 X 0 0 0 DEBBIE TAYLOR IMMEDIATE PAST CHAIR 8.0 0.0 X X 0 0 0 ED GALANTE AT-LARGE MEMBER 5.0 3.0 X 0 0 0 TOM FALK CAMPAIGN CHAIR 8.0 0.0 X 0 0 0 TROY AIKMAN AT-LARGE MEMBER 5.0 0.0 X 0 0 0 RICK BRIDWELL AT-LARGE MEMBER 5.0 0.0 X 0 0 0 SUSAN CAMPBELL AT-LARGE MEMBER 5.0 0.0 X 0 0 0 JASON DOWNING AT-LARGE MEMBER 5.0 0.0 X 0 0 0 MANNY FERNANDEZ AUDIT AND ETHICS CHAIR 8.0 0.0 X 0 0 0 CECILY GOOCH AT-LARGE MEMBER 5.0 0.0 X 0 0 0 PETE LERMA AT-LARGE MEMBER 5.0 0.0 X 0 0 0 BILL MORRISON COMMUNITY IMPACT CHAIR 8.0 0.0 X 0 0 0 ANNE MOTSENBOCKER AT-LARGE MEMBER 5.0 0.0 X 0 0 0 TORRENCE ROBINSON AT-LARGE MEMBER 5.0 0.0 X 0 0 0 MARVIN SWEETIN AT-LARGE MEMBER 5.0 0.0 X 0 0 0 DEBRA BRENNAN TAGG AT-LARGE MEMBER 5.0 0.0 X 0 0 0 RANDY TOMLIN AT-LARGE MEMBER 8.0 0.0 X 0 0 0 DEBRA VON STORCH AT-LARGE MEMBER 5.0 0.0 X 0 0 0 KELVIN WALKER AT-LARGE MEMBER 5.0 0.0 X 0 0 0 TERRI WEST RESOURCE DEVELOPMENT CHAIR 8.0 0.0 X 0 0 0 J PATRICK FAUBION AT-LARGE MEMBER 5.0 3.0 X 0 0 0 KEN SMALLING PROXY DESIGNEE FOR TOM FALK 5.0 0.0 X 0 0 0 JENNIFER SAMPSON PRESIDENT AND CEO 45.0 5.0 X 368264 0 55170 KELLY ROSALES CFO - TERM 5/31/2013 45.0 5.0 X 70990 0 4768 CINDY PATTILLO CORPORATE SECRETARY 40.0 0.0 X 70484 0 16903 WANDA MIZUTOWICZ CFO 45.0 5.0 X 75825 0 345 SUSAN HOFF COO 50.0 0.0 X 233269 0 32763 STACEY MALCOLMSON CHIEF DEVELOPMENT OFFICER 50.0 0.0 X 190002 0 18317 CYNTHIA KOENIG VP OF HUMAN RESOURCES 40.0 0.0 X 136156 0 19269 REGINA MOLDOVAN CHIEF MARKETING OFFICER 50.0 0.0 X 142757 0 11591 1287747 0 159126 8 false true false FaySawers Productions 2512 Boll Street DALLAS TX 75204 90th Anniv Plan 168494 The University of Texas at Dallas 800 W Campbell Rd Suite AD 37 RICHARDSON TX 75080 Evaluation, Research 146250 Trower Trower Inc P O Box 218 WEARE NH 03281 Board Gov Consult 117927 TXU Energy P O Box 650638 DALLAS TX 75265 Utilities 102723 Jill Stephenson 500 W Lovers Lane DALLAS TX 75209 Interim CDO 100289 5 269686 1776051 1156692 55786997 285038 58989426 DESIGNATION PROCESSING FEES 561000 1554895 1554895 1554895 65507 0 0 65507 0 0 0 0 0 0 0 0 0 OTHER INCOME 561000 38282 38282 38282 60648110 1593177 0 65507 42106622 42106622 0 0 0 961428 266600 308246 386582 0 5895943 1533862 1138428 3223653 289682 83299 55089 151294 933149 305110 134400 493639 471744 110520 105998 255226 0 0 173651 13000 148355 12296 0 168494 168494 0 1646264 646294 495547 504423 439981 101804 15246 322931 163969 44530 32747 86692 121754 42770 62764 16220 0 391170 187697 37686 165787 145397 43823 36857 64717 0 533291 152416 62117 318758 0 585510 439575 44030 101905 410739 308364 30887 71488 75868 36577 8725 30566 MISCELLANEOUS EXPENSES 70398 15922 18655 35821 55585054 46438785 2735777 6410492 X 0 0 5525647 9552807 15659351 17156353 0 0 0 0 0 0 0 0 0 0 391185 209770 10981494 5031976 6155408 5949518 11293746 9173950 0 0 0 0 0 0 9930132 11834797 48955469 53877195 931650 1020311 10910422 10769150 0 0 0 0 0 0 0 0 0 0 0 0 3693625 3319260 15535697 15108721 X 3010636 4134468 21671502 24681849 8737634 9952157 33419772 38768474 48955469 53877195 X 5063056 -31174 316820 X false true X true true true X 43977964 50640527 49627649 51693256 58989426 254928822 0 0 43977964 50640527 49627649 51693256 58989426 254928822 17443703 237485119 389331 381213 255517 166791 65507 1258359 0 1853823 1837327 922745 1135910 1593177 7342982 263530163 7342982 0.90117 0.94125 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 101176 1528 102704 42003918 42106622 1000000 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 83308 124359 133866 102704 444237 250000 250000 250000 250000 1000000 1500000 79919 124359 133866 101176 439320 211259 211259 8811865 3488901 5322964 303559 49534 254025 998017 905707 92310 656794 587834 68960 5949518 BENEFICAL INTEREST IN TRUSTS 9952158 OTHER ASSETS 64737 DUE FROM UNITED WAY/FOUNDATION 1817902 11834797 0 DONOR DESIGNATIONS 3319260 3319260 X 42234089 -31174 105070 -18487917 -18414021 60648110 60648110 36885387 105070 -18804737 -18699667 55585054 55585054 SCHEDULE D, PART X, LINE 2: FIN 48 FOOTNOTE THE UNITED WAY AND THE FOUNDATION DID NOT HAVE NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2014 AND 2013. NO TAX ACCRUAL FOR UNCERTAIN TAX POSITIONS WAS RECORDED AS MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS FOR THE UNITED WAY AND THE FOUNDATION. Schedule D, Part XI, LINE 2D RECONCILIATION OF REVENUE DESIGNATIONS TO AGENCIES $(19,702,440) LESS: CHANGES IN TRUSTS $ 1,214,523 ------------- TOTAL REVENUE INCLUDED IN BOOKS AND NOT ON RETURN $ (18,487,917) Schedule D, Part XII, LINE 2D RECONCILIATION OF EXPENSES DESIGNATIONS TO AGENCIES $ (18,804,737) X true FaySawers Productions LLC 2512 Boll Street Dallas TX 75204 90th Anniv false 655000 168494 595260 655000 168494 595260 Schedule G, Part I, COLUMN VI GROSS RECEIPTS FROM ACTIVITY $ 655,000 EVENT EXPENSES $ ( 59,740) ---------- AMOUNT RETAINED BY UWMD $ 595,260 EXPENSES OF $59,740 WERE SPENT IN 2014 TO PROVIDE FUNDING FOR THE 90TH ANNIVERSARY FUNDRAISING EVENT. true ACCION Texas Inc 2060 Singleton Blvd Dallas TX 75212 742712770 501(c)(3) 75000 Program Ops Cost AIDS Arms Inc 351 W Jefferson Blvd Dallas TX 75208 752306145 501(c)(3) 335000 Program Ops Cost American Red Cross 4800 Harry Hines Boulevard Dallas TX 75235 530196605 501(c)(3) 136000 Program Ops Cost Amy's Friends dba New Friends New Life PO Box 192378 Dallas TX 75219 752820473 501(c)(3) 60000 Program Ops Cost Austin Community Foundation PO Box 5159 Austin TX 78763 741934031 501(c)(3) 10000 Program Ops Cost AVANCE-Dallas Inc 2060 Singleton Blvd Dallas TX 75212 752699260 501(c)(3) 658560 Program Ops Cost Baylor Health Care System Foundation 3600 Gaston Avenue Dallas TX 75246 751606705 501(c)(3) 173420 Program Ops Cost Big Brothers Big Sisters Lone Star 450 E John Carpenter Fwy Irving TX 75062 750800632 501(c)(3) 215000 Program Ops Cost Big Thought 1409 South Lamar St 1015 Dallas TX 75215 752170035 501(c)(3) 250000 Program Ops Cost Boy Scouts of America - Circle Ten Council 8605 Harry Hines Blvd Dallas TX 75235 750800615 501(c)(3) 350000 Program Ops Cost Boys & Girls Club of Collin County 701 South Church Street McKinney TX 75069 751296869 501(c)(3) 100000 Program Ops Cost Boys & Girls Club of Greater Dallas PO Box 140189 Dallas TX 75214 751152657 501(c)(3) 250000 Program Ops Cost Cafe Momentum PO Box 190309 Dallas TX 75219 320384561 501(c)(3) 121500 Program Ops Cost Callier Center for Communication Disorders 1966 Inwood Road Dallas TX 75235 751305566 501(c)(3) 50000 Program Ops Cost CASA of Collin County Inc 101 E Davis Street McKinney TX 75069 752391961 501(c)(3) 25000 Program Ops Cost CASA of Denton County Inc PO Box 2885 Denton TX 76202 752417472 501(c)(3) 25000 Program Ops Cost Catholic Charities of Dallas Inc 9461 LBJ Freeway Dallas TX 75243 752745221 501(c)(3) 620000 Program Ops Cost ChildCareGroup 8585 North Stemmons Fwy Dallas TX 75247 750800634 501(c)(3) 964426 Program Ops Cost Children First Counseling Center PO Box 532147 Grand Prairie TX 75053 752100237 501(c)(3) 15000 Program Ops Cost Children's Advocacy Center for Denton Cty 1854 Cain Drive Lewisville TX 75077 752559765 501(c)(3) 35000 Program Ops Cost Children's Advocacy Center of Collin County Inc 2205 Los Rios Blvd Plano TX 75074 752389095 501(c)(3) 80079 Program Ops Cost Children's Medical Center of Dallas 1935 Medical District Dr Dallas TX 75235 750800628 501(c)(3) 995770 Program Ops Cost Christian Community Action 200 South Mill Street Lewisville TX 75057 237319371 501(c)(3) 122500 Program Ops Cost Citizens Development Center 8800 Ambassador Row Dallas TX 75247 751008422 501(c)(3) 100000 Program Ops Cost CitySquare 511 N Akard Dallas TX 75201 752332948 501(c)(3) 405000 Program Ops Cost Collin County Committee on Aging 600 North Tennessee St McKinney TX 75069 751544507 501(c)(3) 10000 Program Ops Cost Commit2Dallas 5500 Caruth Haven Lane Dallas TX 75225 750964565 501(c)(3) 55000 Program Ops Cost Communities In Schools Dallas Region Inc 8700 N Stemmons Fwy 125 Dallas TX 75247 752044117 501(c)(3) 381880 Program Ops Cost Communities In Schools of North Texas Inc PO Box 295543 Lewisville TX 75029 752496426 501(c)(3) 100000 Program Ops Cost Consumer Credit Counseling Service of GD 8737 King George Drive Ste 200 Dallas TX 75235 751437638 501(c)(3) 150000 Program Ops Cost Dallas AfterSchool Network 2902 Swiss Avenue Dallas TX 75204 760838983 501(c)(3) 200000 Program Ops Cost Dallas Arboretum & Botanical Society Inc 8617 Garland Avenue Dallas TX 75218 237375815 501(c)(3) 200000 Program Ops Cost Dallas Area Habitat for Humanity Inc 2800 N Hampton Road Dallas TX 75212 752097161 501(c)(3) 100000 Program Ops Cost Dallas Center Inc 8550 Cadenza Lane Dallas TX 75228 751083102 501(c)(3) 50000 Program Ops Cost Dallas Challenge Inc 7777 Forest Lane C-410 Dallas TX 75230 751964233 501(c)(3) 57050 Program Ops Cost Dallas Children's Advocacy Center 3611 Swiss Avenue Dallas TX 75204 752303404 501(c)(3) 200000 Program Ops Cost Dallas Furniture Bank PO Box 815788 Dallas TX 75381 481279673 501(c)(3) 25000 Program Ops Cost Dallas Independent School District 3700 Ross Avenue Box 108 Dallas TX 75204 205533398 501(c)(3) 299799 Program Ops Cost Dallas Lighthouse for the Blind Inc 4306 Capital Avenue Dallas TX 75204 750968301 501(c)(3) 130000 Program Ops Cost Dental Health Programs Inc 1420 W Mockingbird Ln 500 Dallas TX 75247 751823660 501(c)(3) 415770 Program Ops Cost Denton County Friends of the Family 1400 Crescent Denton TX 76201 751734175 501(c)(3) 40000 Program Ops Cost Education is Freedom Foundation 2711 N Haskell Avenue Dallas TX 75204 043643313 501(c)(3) 75000 Program Ops Cost Child & Family Guidance Centers Inc 8915 Harry Hines Blvd Dallas TX 75235 750800630 501(c)(3) 240000 Program Ops Cost Family Compass 4210 Junius Street Dallas TX 75246 752400158 501(c)(3) 388814 Program Ops Cost Foundation Communities 3036 S First St Ste 200 Dallas TX 78704 742563260 501(c)(3) 150000 Program Ops Cost Foundation for the Education of Young Women 2804 Swiss Avenue Dallas TX 75204 470902114 501(c)(3) 70000 Program Ops Cost Girl Scouts of Northeast Texas (GSNETX) 600 Summerside Drive Dallas TX 75252 751101571 501(c)(3) 215000 Program Ops Cost Girls Incorporated of Metropolitan Dallas 2040 Empire Central Dallas TX 75235 751305705 501(c)(3) 435000 Program Ops Cost Goodwill Industries of Dallas Inc 3020 N Westmoreland Road Dallas TX 75212 750800649 501(c)(3) 810439 Program Ops Cost Habitat for Humanity of Greater Garland Inc 1110 Main Street Garland TX 75040 752499430 501(c)(3) 15000 Program Ops Cost Hope Cottage Pregnancy & Adoption Center 4209 McKinney Dallas TX 75205 750800652 501(c)(3) 27000 Program Ops Cost Hope's Door Inc 820 F Avenue Ste 100 Plano TX 75074 752038796 501(c)(3) 40000 Program Ops Cost Housing Crisis Center 4210 Junius Street Dallas TX 75246 751633304 501(c)(3) 40000 Program Ops Cost Interfaith Housing Coalition Inc PO Box 720206 Dallas TX 75372 752028254 501(c)(3) 202500 Program Ops Cost Irving Cares Inc 440 S Nursery Rd Irving TX 75017 751436937 501(c)(3) 100000 Program Ops Cost Jewish Family Service of Dallas Inc 5402 Arapaho Rd Dallas TX 75248 751992728 501(c)(3) 575000 Program Ops Cost Jubilee Park & Community Center Corporation 907 Bank St Dallas TX 75223 752726296 501(c)(3) 80000 Program Ops Cost Junior Achievement of Dallas Inc 1201 W Executive Drive Richardson TX 75081 750881589 501(c)(3) 60000 Program Ops Cost KIPP Dallas Fort Worth Inc 3200 S Lancaster Rd 230-A Dallas TX 75216 820578155 501(c)(3) 85000 Program Ops Cost LaunchAbility 4350 Sigma Road Dallas TX 75244 751189353 501(c)(3) 220000 Program Ops Cost Literacy Instruction for Texas (LIFT) 2121 Main Street Dallas TX 75201 751095223 501(c)(3) 479720 Program Ops Cost Lumin Education 924 Wayne Street Dallas TX 75223 751612054 501(c)(3) 341875 Program Ops Cost Marriot Foundation for People with Disab 1201 Main Street 2450 Dallas TX 75202 521655740 501(c)(3) 80000 Program Ops Cost Mercy Street Inc 3801 Holystone Street Dallas TX 75212 450536344 501(c)(3) 125000 Program Ops Cost Mesquite Social Services 1035 Military Parkway Mesquite TX 75149 751108455 501(c)(3) 20000 Program Ops Cost Metrocrest Social Services Inc 13801 Hutton Drive Farmers Branch TX 75234 751548334 501(c)(3) 105000 Program Ops Cost Mi Escuelita Preschool Inc 4231 Maple Avenue Dallas TX 75204 751728505 501(c)(3) 358133 Program Ops Cost Momentuous Institute 106 East 10th Street Dallas TX 75203 751855620 501(c)(3) 50000 Program Ops Cost Mosaic Family Services Inc 4144 North Central Expwy Dallas TX 75204 752484565 501(c)(3) 349613 Program Ops Cost My Possibilities 1301 Custer Road Plano TX 75075 261509133 501(c)(3) 25000 Program Ops Cost National Audubon Society Inc 6500 Great Trinity Forest Dallas TX 75217 131624102 501(c)(3) 75000 Program Ops Cost Nexus Recovery Center Inc 8733 LaPrada Drive Dallas TX 75228 237169388 501(c)(3) 433000 Program Ops Cost NPowerNY Inc 3 MetroTech Center Brooklyn NY 11201 134145441 501(c)(3) 95000 Program Ops Cost Open Arms Inc dba Bryans House 608 North Elm Street Arlington TX 76011 752217559 501(c)(3) 105000 Program Ops Cost Parkland Foundation 2777 N Stemmons Freeway Dallas TX 75207 752089180 501(c)(3) 35000 Program Ops Cost PediPlace Inc 502 S Old Orchard Ln Lewisville TX 75067 752512752 501(c)(3) 520000 Program Ops Cost Perot Museum of Nature and Science PO Box 151469 Dallas TX 75315 756067569 501(c)(3) 322106 Program Ops Cost Plano ISD Education Foundation 2700 W 15th Street Plano TX 75075 752481906 501(c)(3) 82321 Program Ops Cost Prison Entrepreneurship Program 4140 Directors Row STE B Houston TX 77092 201384253 501(c)(3) 250000 Program Ops Cost Rainbow Days Inc 8150 North Central Expwy Dallas TX 75206 751844908 501(c)(3) 103000 Program Ops Cost Reading Partners 2910 Swiss Avenue Dallas TX 75204 770568469 501(c)(3) 70000 Program Ops Cost REAL School Gardens 503 Bryan Avenue Fort Worth TX 76104 205946552 501(c)(3) 150000 Program Ops Cost Reasoning Mind Inc 8150 N Central Expwy 800 Dallas TX 75206 760662298 501(c)(3) 171427 Program Ops Cost Reconciliation Academy Inc 4301 Bryan St Ste 120 Dallas TX 75204 752733436 501(c)(3) 70000 Program Ops Cost Resource Center of Dallas Inc 2701 Reagan Street Dallas TX 75219 751892059 501(c)(3) 245000 Program Ops Cost Rockwall County Helping Hands Inc 950 Williams Street Rockwall TX 75087 752402276 501(c)(3) 130000 Program Ops Cost The Samaritan Inn Inc 1710 N McDonald St McKinney TX 75071 751984285 501(c)(3) 69000 Program Ops Cost Southern Methodist University PO Box 750302 Dallas TX 75275 750800689 501(c)(3) 75000 Program Ops Cost Southwestern Diabetic Foundation PO Box 918 Gainesville TX 76241 756002547 501(c)(3) 30000 Program Ops Cost The Bridge 3963 Maple Avenue 390 Dallas TX 75219 752461679 501(c)(3) 25000 Program Ops Cost The Community Council of Greater Dallas 1349 Empire Central 400 Dallas TX 75247 750800631 501(c)(3) 65000 Program Ops Cost The Concilio 400 S Zang Blvd Dallas TX 75208 751770140 501(c)(3) 460120 Program Ops Cost The Cooper Institute 12330 Preston Road Dallas TX 75230 237075529 501(c)(3) 440930 Program Ops Cost The Dallas Foundation 3963 Maple Avenue 390 Dallas TX 75219 752461679 501(c)(3) 133917 Program Ops Cost The Family Place 4300 MacArthur Avenue Dallas TX 75209 751590896 501(c)(3) 697280 Program Ops Cost The Princeton Review Foundation Inc 10830 N Central Expwy 252 Dallas TX 75231 133429168 501(c)(3) 432500 Program Ops Cost The Salvation Army DFW Metroplex PO Box 490 Sherman TX 75091 580660607 501(c)(3) 719136 Program Ops Cost The Senior Source 3910 Harry Hines Blvd Dallas TX 75219 751085555 501(c)(3) 305000 Program Ops Cost The Turning Point 3325 Silverstone Plano TX 75023 752065785 501(c)(3) 57000 Program Ops Cost The Visiting Nurse Association of Texas 1600 Viceroy Drive Dallas TX 75235 750800692 501(c)(3) 187500 Program Ops Cost Trinity River Mission Inc 2060 Singleton Blvd Dallas TX 75212 756055203 501(c)(3) 245000 Program Ops Cost Turtle Creek Manor Inc 2820 Swiss Avenue Dallas TX 75204 751282276 501(c)(3) 60000 Program Ops Cost Uplift Education 606 East Royal Lane Dallas TX 75039 752659683 501(c)(3) 275000 Program Ops Cost Urban League of Greater Dallas & N Ctrl TX 4315 S Lancaster Rd Dallas TX 75216 741590488 501(c)(3) 130000 Program Ops Cost Vickery Meadow Learning Center 6329 Ridgecrest Road Dallas TX 75231 752708992 501(c)(3) 144000 Program Ops Cost Vogel Alcove 7557 Rambler Road Dallas TX 75231 752133827 501(c)(3) 100000 Program Ops Cost Wilkinson Center 4144 N Central Expwy 610 Dallas TX 75204 752712117 501(c)(3) 130000 Program Ops Cost YMCA of Metropolitan Dallas 1621 West Walnut Hill Irving TX 75038 750800696 501(c)(3) 344353 Program Ops Cost YWCA of Metropolitan Dallas 4144 N Central Expressway Dallas TX 75204 750800699 501(c)(3) 969448 Program Ops Cost United Way of Tarrant County PO Box 4448 Fort Worth TX 76164 750858360 501(c)(3) 326157 Donor Designations Catholic Charities of Dallas 9461 LBJ Freeway Dallas TX 75243 752745221 501(c)(3) 290188 Donor Designations Children's Medical Center of Dallas 1935 Medical District Dr Dallas TX 75235 750800628 501(c)(3) 168740 Donor Designations Boy Scouts of America - Circle Ten Council 8605 Harry Hines Blvd Dallas TX 75235 750800615 501(c)(3) 154149 Donor Designations Salvation Army - DFW Metroplex Command 8787 N Stemmons Freeway Dallas TX 75247 580660607 501(c)(3) 148526 Donor Designations Family Place The 4300 MacArthur Avenue Dallas TX 75209 751590896 501(c)(3) 126470 Donor Designations Girl Scouts of Northeast Texas 600 Summerside Drive Dallas TX 75252 751101571 501(c)(3) 101718 Donor Designations American Red Cross - Dallas Area Chapter 4800 Harry Hines Boulevard Dallas TX 75235 530196605 501(c)(3) 86506 Donor Designations Boys & Girls Club of Greater Dallas PO Box 140189 Dallas TX 75214 751152657 501(c)(3) 85605 Donor Designations Samaritan Inn 1710 N McDonald St McKinney TX 75071 751984285 501(c)(3) 79017 Donor Designations American Cancer Society - Dallas Metro Mkt 8900 John Carpenter Fwy Dallas TX 75247 741185665 501(c)(3) 76301 Donor Designations Dr Pepper Snapple Group Employee Relief Fd PO Box 25199 Plano TX 75025 412184477 501(c)(3) 72110 Donor Designations Alzheimer's Association - Greater Dallas 4144 North Central Expswy Dallas TX 75204 752041194 501(c)(3) 66666 Donor Designations Big Brothers Big Sisters Lone Star 450 E John Carpenter Fwy Irving TX 75062 750800632 501(c)(3) 62458 Donor Designations Children's Advocacy Center of Collin County 2205 Los Rios Blvd Plano TX 75074 752389095 501(c)(3) 58674 Donor Designations CitySquare 511 N Akard Dallas TX 75201 752332948 501(c)(3) 56832 Donor Designations Mi Escuelita Preschools 4231 Maple Avenue Dallas TX 75204 751728505 501(c)(3) 54674 Donor Designations The Senior Source 3910 Harry Hines Blvd Dallas TX 75219 751085555 501(c)(3) 54050 Donor Designations TXU Energy Aid - EFH PO Box 650257 Dallas TX 75265 751837355 501(c)(3) 53631 Donor Designations Jewish Family Service of Dallas Inc 5402 Arapaho Rd Dallas TX 75248 751992728 501(c)(3) 49619 Donor Designations CASA of Collin County 101 E Davis Street McKinney TX 75069 752391961 501(c)(3) 49588 Donor Designations Dallas Children's Advocacy Center 3611 Swiss Avenue Dallas TX 75204 752303404 501(c)(3) 47742 Donor Designations Hope's Door 820 F Avenue Ste 100 Plano TX 75074 752038796 501(c)(3) 46117 Donor Designations HCA Hope Fund PO Box 440252 Nashville TN 37244 470957872 501(c)(3) 45826 Donor Designations AIDS Arms Inc 351 W Jefferson Blvd Dallas TX 75208 752306145 501(c)(3) 45079 Donor Designations Allen Community Outreach 801 E Main Street Allen TX 75002 751986190 501(c)(3) 44072 Donor Designations United Way of Denton County 625 Dallas Drive Denton TX 76205 751251128 501(c)(3) 43456 Donor Designations Hope Cottage Pregnancy & Adoption Center 4209 McKinney Dallas TX 75205 750800652 501(c)(3) 42134 Donor Designations Education is Freedom Foundation 2711 N Haskell Avenue Dallas TX 75204 043643313 501(c)(3) 40626 Donor Designations Nexus Recovery Center 8733 LaPrada Drive Dallas TX 75228 237169388 501(c)(3) 39861 Donor Designations YWCA of Metropolitan Dallas 4144 N Central Expressway Dallas TX 75204 750800699 501(c)(3) 37748 Donor Designations United Way of West Ellis County PO Box 1025 Midlothian TX 76065 756002917 501(c)(3) 37301 Donor Designations Visiting Nurse Association of Texas 1600 Viceroy Drive Dallas TX 75235 750800692 501(c)(3) 67885 Donor Designations Resource Center of Dallas 2701 Reagan Street Dallas TX 75219 751892059 501(c)(3) 36828 Donor Designations YMCA of Metropolitan Dallas 1621 West Walnut Hill Irving TX 75038 750800696 501(c)(3) 33074 Donor Designations Mesquite Social Services 1035 Military Parkway Mesquite TX 75149 751108455 501(c)(3) 31625 Donor Designations Callier Center for Communication Disorders 1966 Inwood Road Dallas TX 75235 751305566 501(c)(3) 31025 Donor Designations Momentous InstituteSalesmanship Club 106 East 10th Street Dallas TX 75203 751855620 501(c)(3) 30729 Donor Designations Irving CARES 440 S Nursery Rd Irving TX 75017 751436937 501(c)(3) 30041 Donor Designations North Texas Food Bank 4500 S Cockrell Hill Rd Dallas TX 75236 751785357 501(c)(3) 30037 Donor Designations United Way Foundation of Metro Dallas 1800 N Lamar St Dallas TX 75202 752834344 501(c)(3) 29905 Donor Designations Rockwall County Helping Hands 950 Williams Street Rockwall TX 75087 752402276 501(c)(3) 29625 Donor Designations Children's Advocacy Center for Denton Cty 1854 Cain Drive Lewisville TX 75077 752559765 501(c)(3) 29370 Donor Designations Dallas Area Habitat for Humanity 2800 N Hampton Road Dallas TX 75212 752097161 501(c)(3) 28764 Donor Designations Dallas CASA 2757 Swiss Avenue Dallas TX 75204 751866204 501(c)(3) 28072 Donor Designations United Way of Lee County (FL) 7273 Concourse Drive Fort Myers FL 33908 591005169 501(c)(3) 25799 Donor Designations Boy Scouts of America - Longhorn Council #662 PO Box 54190 Hurst TX 76054 741157377 501(c)(3) 25698 Donor Designations Girls Incorporated of Metropolitan Dallas 2040 Empire Central Dallas TX 75235 751305705 501(c)(3) 25501 Donor Designations St Philip's School & Community Center 1600 Pennsylvania Ave Dallas TX 75215 751097360 501(c)(3) 25068 Donor Designations Southwestern Diabetic Foundation PO Box 918 Gainesville TX 76241 756002547 501(c)(3) 23460 Donor Designations Baylor Health Care System Foundation 3600 Gaston Avenue Dallas TX 75246 751606705 501(c)(3) 22471 Donor Designations CITY House 902 E 16th Street Plano TX 75074 752213291 501(c)(3) 22071 Donor Designations Christian Community Action 200 South Mill Street Lewisville TX 75057 237319371 501(c)(3) 20986 Donor Designations Vickery Meadow Learning Center 6329 Ridgecrest Road Dallas TX 75231 752708992 501(c)(3) 20358 Donor Designations Grapevine Relief and Community Exchange PO Box 412 Grapevine TX 76099 752195702 501(c)(3) 20172 Donor Designations Goodwill Industries of Dallas 3020 N Westmoreland Road Dallas TX 75212 750800649 501(c)(3) 20088 Donor Designations CASA of Denton County PO Box 2885 Denton TX 76202 752417472 501(c)(3) 19977 Donor Designations Interfaith Housing Coalition PO Box 720206 Dallas TX 75372 752028254 501(c)(3) 19793 Donor Designations Plano ISD Education Foundation 2700 W 15th Street Plano TX 75075 752481906 501(c)(3) 19748 Donor Designations Metrocrest Social Services 13801 Hutton Drive Farmers Branch TX 75234 751548334 501(c)(3) 19588 Donor Designations Our Children's House at Irving 3337 Stoval Street Irving TX 75061 751765385 501(c)(3) 19431 Donor Designations Grtr Dallas Council on AlcoholDrug Abuse 1349 Empire Central Dr Dallas TX 75247 750808776 501(c)(3) 19154 Donor Designations Rainbow Days 8150 North Central Expwy Dallas TX 75206 751844908 501(c)(3) 18410 Donor Designations The Warren Center 320 Custer Road Richardson TX 75080 751282040 501(c)(3) 18219 Donor Designations United Way Silicon Valley 1400 Parkmoor Ave 250 San Jose CA 95126 941450153 501(c)(3) 17739 Donor Designations Urban League of Greater Dallas & N Ctrl Tx 4315 S Lancaster Rd Dallas TX 75216 741590488 501(c)(3) 17729 Donor Designations Uplift Education 606 East Royal Lane Dallas TX 75039 752659683 501(c)(3) 17403 Donor Designations Boys & Girls Club of Collin County 701 South Church Street McKinney TX 75069 751296869 501(c)(3) 16043 Donor Designations Mosaic Family Services 4144 North Central Expwy Dallas TX 75204 752484565 501(c)(3) 15856 Donor Designations LaunchAbility 4350 Sigma Road Dallas TX 75244 751189353 501(c)(3) 15703 Donor Designations My Possibilities 1301 Custer Road Plano TX 75075 261509133 501(c)(3) 15675 Donor Designations First Tee of DallasN TX Junior Golf & Ed 2909 Cole Avenue 305 Dallas TX 75204 752602809 501(c)(3) 15624 Donor Designations Denton County Friends of the Family 1400 Crescent Denton TX 76201 751734175 501(c)(3) 15374 Donor Designations Vogel Alcove 7557 Rambler Road Dallas TX 75231 752133827 501(c)(3) 14592 Donor Designations Catholic Charities of Ft Worth P O Box 15610 Fort Worth TX 76119 750808769 501(c)(3) 14379 Donor Designations United Way of San Antonio & Bexar County PO Box 898 San Antonio TX 78293 741272381 501(c)(3) 14241 Donor Designations Mercy Street 3801 Holystone Street Dallas TX 75212 450536344 501(c)(3) 13790 Donor Designations Boys & Girls Club of Arlington 608 North Elm Street Arlington TX 76011 751046644 501(c)(3) 12884 Donor Designations Housing Crisis Center 4210 Junius Street Dallas TX 75246 751633304 501(c)(3) 12769 Donor Designations Literacy Instruction for Texas (LIFT) 2121 Main Street Dallas TX 75201 751095223 501(c)(3) 12481 Donor Designations Capital for Kids 2807 Allen Street 816 Dallas TX 75204 204403950 501(c)(3) 11718 Donor Designations Family Compass 4210 Junius Street Dallas TX 75246 752400158 501(c)(3) 11682 Donor Designations Citizens Development Center 8800 Ambassador Row Dallas TX 75247 751008422 501(c)(3) 11574 Donor Designations Jewish Federation of Ft Worth & Tarrant Cty 4049 Kingsridge Road Fort Worth TX 76109 750808797 501(c)(3) 11515 Donor Designations ChildCareGroup 8585 North Stemmons Fwy Dallas TX 75247 750800634 501(c)(3) 11408 Donor Designations Dallas Lighthouse for the Blind 4306 Capital Avenue Dallas TX 75204 750968301 501(c)(3) 11138 Donor Designations Perot Museum of Nature and Science PO Box 151469 Dallas TX 75315 756067569 501(c)(3) 10936 Donor Designations The Concilio 400 S Zang Blvd Dallas TX 75208 751770140 501(c)(3) 10866 Donor Designations PediPlace 502 S Old Orchard Ln Lewisville TX 75067 752512752 501(c)(3) 10822 Donor Designations Bridge Breast Network The 3600 Gaston Ave Ste 401 Dallas TX 75246 752436606 501(c)(3) 10462 Donor Designations Albemarle Area United Way PO Box 293 Elizabeth City NC 27907 237123601 501(c)(3) 10312 Donor Designations Volunteer Center of North Texas 2800 Live Oak Street Dallas TX 75204 751364145 501(c)(3) 10308 Donor Designations Bryan's House PO Box 35868 Dallas TX 75235 752801818 501(c)(3) 10014 Donor Designations Dallas Arboretum & Botanical Society 8617 Garland Avenue Dallas TX 75218 237375815 501(c)(3) 9599 Donor Designations Manna House of Midlothian 210 W Avenue F Midlothian TX 76065 752442266 501(c)(3) 9542 Donor Designations Camp Summit 17210 Campbell Road Dallas TX 75252 752488486 501(c)(3) 9190 Donor Designations Forney Area United Way PO Box 821 Forney TX 75126 751742830 501(c)(3) 9032 Donor Designations AVANCE - Dallas 2060 Singleton Blvd Dallas TX 75212 752699260 501(c)(3) 8953 Donor Designations Arthritis Foundation - North Texas 4300 MacArthur Avenue Dallas TX 75209 581341679 501(c)(3) 8810 Donor Designations St Mark Baptist Church (Little Rock) 5722 W 12th Street Little Rock AR 72204 710514965 501(c)(3) 8687 Donor Designations Bridge The 1818 Corsicana Dallas TX 75201 453452817 501(c)(3) 8473 Donor Designations Turtle Creek Recovery Center 2820 Swiss Ave Dallas TX 75204 751282276 501(c)(3) 8345 Donor Designations Community Enrichment Center 6250 NE Loop 820 N Richland Hills TX 76180 752231694 501(c)(3) 8334 Donor Designations Dallas Children's Theater 5938 Skillman St Dallas TX 75231 751967052 501(c)(3) 8296 Donor Designations Lancaster Outreach Center 1120 Randlett Street Lancaster TX 75146 752179706 501(c)(3) 8184 Donor Designations Inroads Inc - South Central Region 1333 Corporate Drive 207 Irving TX 75038 620967197 501(c)(3) 8140 Donor Designations TerrellKaufman United Way PO Box 648 Terrell TX 75160 752420233 501(c)(3) 8062 Donor Designations Communities in Schools - Dallas Region 8700 N Stemmons Freeway Dallas TX 75247 752044117 501(c)(3) 8023 Donor Designations United Way of Grayson County PO Box 1112 Sherman TX 75091 237087293 501(c)(3) 7923 Donor Designations Cafe Momentum PO Box 190608 Dallas TX 75219 320384561 501(c)(3) 7890 Donor Designations United Way of the National Capital Area 1577 Spring Hill Road 420 Vienna VA 22182 530234290 501(c)(3) 7849 Donor Designations National Center for Women and Info Tech Box 322 UCP Boulder CO 80309 680591481 501(c)(3) 7818 Donor Designations Casa Manana 3101 W Lancaster Ave Fort Worth TX 76107 750987585 501(c)(3) 7812 Donor Designations Family Gateway 3000 San Jacinto Street Dallas TX 75204 752105579 501(c)(3) 7812 Donor Designations NFTE-Network for Teaching Entrepren 120 Wall Street New York NY 10005 133408731 501(c)(3) 7812 Donor Designations Prestonwood Christian Academy 6801 West Park Blvd Plano TX 75093 752707809 501(c)(3) 7812 Donor Designations Dallas AfterSchool Network 2902 Swiss Avenue Dallas TX 75204 760838983 501(c)(3) 7596 Donor Designations First Book 1319 F Street NW 1000 Washington DC 20004 521779606 501(c)(3) 7451 Donor Designations Community Partners of Dallas 1215 Skiles Street Dallas TX 75204 752468034 501(c)(3) 7419 Donor Designations Dallas Center(for Developmentally Disabled) 8550 Cadenza Lane Dallas TX 75228 751083102 501(c)(3) 7159 Donor Designations United Way of Johnson County (TX) PO Box 31 Cleburne TX 76033 751101239 501(c)(3) 7091 Donor Designations United Way of Greater Houston 50 Waugh Drive Houston TX 77007 741167964 501(c)(3) 6763 Donor Designations Legal Aid of NorthWest Texas Inc 1515 Main Street Dallas TX 75201 750856086 501(c)(3) 6534 Donor Designations Consumer Credit Counseling Service of GD 8737 King George Dr 200 Dallas TX 75235 751437638 501(c)(3) 6481 Donor Designations Senior Adult Services 1 Medical Pwy Farmers Branch TX 75234 751840522 501(c)(3) 6273 Donor Designations Our Lady Star of the Sea Catholic Church 1401 Fidelity Road Houston TX 77029 741307052 501(c)(3) 6257 Donor Designations Mental Health America of Greater Dallas 624 N Good Latimer Expwy Dallas TX 75204 750999935 501(c)(3) 6209 Donor Designations American Heart Assn 8200 Brookriver Dr N-100 Dallas TX 75247 135613797 501(c)(3) 6003 Donor Designations Trinity River Mission 2060 Singleton Blvd Dallas TX 75212 756055203 501(c)(3) 5996 Donor Designations Deaf Action Center 3115 Crestview Drive Dallas TX 75209 751575599 501(c)(3) 5873 Donor Designations Juvenile Diabetes Research Fdn of GD 9400 N Central Expswy 1201 Dallas TX 75231 231907729 501(c)(3) 5865 Donor Designations Northern Illinois University Foundation Altgeld Hall 135 DeKalb IL 60115 366086819 501(c)(3) 5859 Donor Designations United Way for Greater Austin 2000 E Martin Luther King Austin TX 78702 741193439 501(c)(3) 5775 Donor Designations Child & Family Guidance Center 8915 Harry Hines Blvd Dallas TX 75235 750800630 501(c)(3) 5658 Donor Designations Jewish Community Center of Dallas 7900 Northaven Road Dallas TX 75230 750800654 501(c)(3) 5581 Donor Designations REAL School Gardens 503 Bryan Avenue Fort Worth TX 76104 205946552 501(c)(3) 5391 Donor Designations Alzheimer's Association 2630 West Freeway 100 Fort Worth TX 76102 751984152 501(c)(3) 5295 Donor Designations Meals on Wheels of Tarrant County 320 South Freeway Fort Worth TX 76104 751568798 501(c)(3) 5148 Donor Designations SPCA of Texas 2400 Lone Star Drive Dallas TX 75212 751216660 501(c)(3) 5136 Donor Designations Big Thought 1409 S Lamar St 1015 Dallas TX 75215 752170035 501(c)(3) 5107 Donor Designations The Turning Point 3325 Silverstone Plano TX 75023 752065785 501(c)(3) 5102 Donor Designations Boys & Girls Club of Hood County PO Box 9 Granbury TX 76048 752836781 501(c)(3) 5078 Donor Designations West Dallas Community Centers 3918 N Hampton Rd Dallas TX 75212 750818181 501(c)(3) 5047 Donor Designations 176 Procedure for Monitoring Use of Grant Funds Inside U.S. Schedule I, Part I, Line 2 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 OPERATION 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 UNDERGO THE SCREENING STEPS ABOVE. IN ADDITION TO DESIGNATED PAYMENTS OF $5,000 OR MORE ITEMIZED ON SCHEDULE I, UWMD PAID 667 AGENCIES RECEIVING LESS THAN $5,000 FOR A TOTAL OF $489,831. X true true X X X X X false true false true false false false false false JENNIFER SAMPSON PRESIDENT AND CEO 301613 0 66171 0 480 0 37430 0 17740 0 423434 0 0 0 SUSAN HOFF COO 202280 0 30000 0 989 0 14434 0 18329 0 266032 0 0 0 STACEY MALCOLMSON CHIEF DEVELOPMENT OFFICER 170306 0 19523 0 173 0 10980 0 7337 0 208319 0 0 0 CYNTHIA KOENIG VP OF HUMAN RESOURCES 134138 0 984 0 1034 0 7690 0 11579 0 155425 0 0 0 REGINA MOLDOVAN CHIEF MARKETING OFFICER 124520 0 15811 0 2426 0 6469 0 5122 0 154348 0 0 0 Schedule J, Part I, Line 1a UWMD reimburses employees for health club or gym memberships at the end of each calendar year for up to $10 for each month that they are employed with UWMD. Schedule J, Part I, Line 4b Jennifer Sampson received payments from UWMD to her 457F plan. The payments totaled $19,580 for calendar year 2013 and are reported in Schedule J, Column C along with the payments to her 403B plan. Schedule J, Part I, Line 5a All incentive compensation is partially based on achieving a revenue target. X 25 210576 SALE PRICE LESS FEES X IN-KIND GOODS 10 74462 MARKET VALUE false false true Third Party Assistance of Noncash Contributions SCHEDULE M, PART I, LINE 32B UWMD USES THIRD PARTY ORGANIZATIONS TO CONVERT DONOR GIFTS OF MARKETABLE SECURITIES TO CASH. UPON RECEIVING THE SECURITY, THE VALUE OF THE SECURITY IS DETERMINED BY USING THE SECURITY'S MEDIAN VALUE, AS OF THE DAY RECEIVED, MULTIPLIED BY THE NUMBER OF SHARES RECEIVED. Form 990 Review Process Form 990, Part VI, Line 11b An independent CPA firm specializing in tax preparations services prepared the 990 form 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 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. Conflict of Interest Policy Monitoring & Enforcement Form 990, Part VI, Line 12B & 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 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 PROVISIONS OF THE INTERNAL REVENUE CODE. 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. Process for Determining Compensation Form 990, Part VI, Line 15a & 15b 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 SENIOR DIRECTOR 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. How Documents are Made Available to the Public Form 990, Part VI, SECTION C, Line 19 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 FORM 990'S ARE AVAILABLE BY ACCESSING UWMD'S WEBSITE AT WWW.UNITEDWAYDALLAS.ORG. AFTER REACHING THE WEBSITE GO TO "ABOUT US" THEN "FINANCIAL INFORMATION". OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES REVENUES: PER AUDIT $ 42,234,089 DESIGNATIONS TO AGENCIES $ 19,702,440 LESS: DONATED SERVICES $ (105,070) LESS: CHANGE IN TRUSTS $ (1,214,523) UNREALIZED LOSS ON INVESTMENTS $ 31,174 ------------- TOTAL PER 990 $ 60,648,110 DIFFERENCE $ 18,414,021 EXPENSES: PER AUDIT $ 36,885,387 DESIGNATIONS TO AGENCIES $ 18,804,736 LESS: DONATED SERVICES $ (105,070) ------------- TOTAL PER 990 $ 55,585,053 DIFFERENCE $(18,699,666) UNREALIZED LOSS ON LINE 5 $ (31,174) ------------- OTHER CHANGES IN NET ASSETS OR FUND BALANCES $ (316,819) UNITED WAY FDN OF METROPOLITAN DALLAS 1800 N LAMAR STREET DALLAS TX 75202 752834344 RCPT OF ENDW TX 501(C)(3) 11-1 UWMD true false false true false false false false false false false false true false true true false true true false UNITED WAY FOUNDATION OF METROPOLITAN DALLAS c 992970 FMV UNITED WAY FOUNDATION OF METROPOLITAN DALLAS q 783081 FMV