2014-02-11T14:59:17-06:00 2013-06-30 BRUCE E BERNSTIEN & ASSOC PC 10440 N CENTRAL EXPRESSWAY STE 1040 DALLAS TX 75231 990 2012-07-01 752834344 UNITED WAY FOUNDATION OF METROPOLITAN DALLAS % WANDA MIZUTOWICZ UNIT 2149780000 1800 N LAMAR ST Suite DALLAS TX 75202 WANDA MIZUTOWICZ 2149780000 2014-02-11 true BRUCE E BERNSTIEN 2147060840 2012 2015-11-30 17:44:51Z JENNIFER SAMPSON 1800 N LAMAR ST DALLAS TX 75202 6143541 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 the United Way of Metropolitan Dallas. 19 19 0 6 0 395810 2229746 0 0 720677 863869 0 0 1116487 3093615 0 0 0 0 0 0 0 0 580059 441104 1508887 441104 1508887 675383 1584728 21014400 25783969 0 1129071 21014400 24654898 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 845748 During the year ended June 30, 2013, the Foundation Board made a distribution to the United Way of Metropolitan Dallas, Inc.(UWMD) of $95,748, which represented approximately 0.6% of the 12-quarter rolling average balance of the endowment at 12/31/11. In addition, the foundation board approved a FY13-14 distribution to the UWMD of $750,000, which represented 3.9% of the 12-quarter rolling average balance of the endowment at 12/31/12. 845748 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 19 19 false false false false false false false true true false false true true true true true true true false false X X WANDA MIZUTOWICZ 2149780000 1800 N LAMAR ST DALLAS TX 75202 Curt Fitzgerald 8.0 8.0 X X 0 0 0 Blaine Nelson 8.0 0.0 X X 0 0 0 Ed Galante 8.0 8.0 X X 0 0 0 Millie Bradley 5.0 0.0 X 0 0 0 Hal Brierley 5.0 0.0 X 0 0 0 David Cabrales 5.0 0.0 X 0 0 0 J Patrick Faubion 5.0 8.0 X 0 0 0 Barry Fromberg 5.0 0.0 X 0 0 0 Carol Glendenning 5.0 0.0 X 0 0 0 Sally Hoglund 5.0 0.0 X 0 0 0 Caroline Rose-Hunt 5.0 0.0 X 0 0 0 Pete Kline 5.0 0.0 X 0 0 0 P Mike McCullough 5.0 0.0 X 0 0 0 Erle Nye 5.0 0.0 X 0 0 0 Michael Peterson 5.0 0.0 X 0 0 0 Stanley A Rabin 5.0 0.0 X 0 0 0 Dave Rader 5.0 0.0 X 0 0 0 Philip Ritter 5.0 0.0 X 0 0 0 J Scott Wilson 5.0 0.0 X 0 0 0 David Biegler 5.0 0.0 X 0 0 0 Becky Bright 5.0 0.0 X 0 0 0 Liz Minyard 5.0 0.0 X 0 0 0 Jennifer Sampson 5.0 45.0 X 0 347180 53101 Kelly Rosales 5.0 45.0 X 0 159780 11889 Sharon Seal 40.0 0.0 X 0 145751 14893 Gary Godsey 0.0 0.0 X 0 162034 16763 0 814745 96646 0 true true false 0 2229746 2229746 0 560203 0 0 560203 0 0 0 0 0 3353592 3049926 303666 303666 303666 0 0 0 0 3093615 0 0 863869 0 0 0 0 0 0 0 0 0 0 456014 0 57243 398771 0 0 0 0 25770 0 25770 0 137888 0 0 137888 4288 0 0 4288 1367 0 67 1300 0 0 0 4860 0 0 4860 0 0 0 845748 845748 0 0 0 32952 0 0 32952 1508887 845748 83080 580059 50415 588742 0 0 299169 100000 0 0 0 0 0 0 0 0 0 0 0 0 0 20605707 24926546 0 0 0 0 0 0 59109 168681 21014400 25783969 0 1129071 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1129071 X 18019928 19992166 406879 552456 2587593 4110276 21014400 24654898 21014400 25783969 X 1584728 2055770 X false true X true false X X X false false false UNITED WAY OF METROPOLITAN DALLAS 756005352 07 true true true 1301762 1 1301762 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20948693 2187806 2919639 845748 630187 24580203 20343747 543205 488552 185172 241639 20948693 16291850 369708 3847505 165316 20343747 14271141 741252 1480520 201063 16291850 14367321 2532391 -2305421 323150 14271141 0.81170 0.16720 0.02110 true false 0 0 X 5149385 2055770 2055770 3093615 3093615 1508887 1508887 1508887 intended use of endowment funds part v, line 4: The endowment funds are established for the exclusive purpose of operating for the benefit 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 2013 or 2012. 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. true true false false true false false false false Jennifer Sampson 0 288700 0 58000 0 480 0 35842 0 17259 0 400281 0 0 Kelly Rosales 0 149479 0 10000 0 301 0 10540 0 1349 0 171669 0 0 Sharon Seal 0 132780 0 11813 0 1158 0 3650 0 11243 0 160644 0 0 Gary Godsey 0 0 0 0 0 162034 0 8050 0 8713 0 178797 0 0 supplemental non-qualified retirement plan form 990, sch j, part i, lineS 4a & 4b: Gary G. Godsey received payment of $162,034. The amount represents the remainder of his contract compensation payment and $1,032 for imputed life insurance benefit. Jennifer Sampson received payments from UWMD into her 457f plan, and those payments of $18,342 are included in column C along with the payments into her 403b. COMPENSATION CONTINGENT ON REVENUE form 990, sch j, part i, line 5b: All incentive compensation is partially based on achieving an overall revenue target for United Way of Metropolitan Dallas. form 990 review process form 990, part vi, section b, line 11b: Independent CPA firm prepares the Form 990 from information provided by UWFMD staff. UWFMD staff reviews the completed Form 990. The return is delivered to members of the Audit and Ethics committee and Board for review comments prior to filing with the Internal Revenue Service. form 990 made available on the website form 990, part vi, section c, line 18: The organization form 990 is made available on the website and the form 1023 is available upon request. 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 provisions of the Internal Revenue Code. After such disclosures are made, the disclosure is reviewed by the CEO or CFO to determine if further action is required. compensation review and approval process form 990, part vi, section b, line 15a: The compensation committee is comprised of 7 members, 2 of whom are independent from the UWMD Board. The committee has responsibility for determining and recommending to the Board for approval the CEO's compensation and benefits. UWMD's VP 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: UWFMD's governing documents and conflict of interest policy are available to the public by request. Requests may be sent to: UWMD Accounting and Finance, 1800 North Lamar, 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 fund balance form 990, part xi, line 9: net unrealized gains on investments $ 2,055,770 FORM 990, PART VII, SECTION A, LINE 1A: The new Board of Directors was voted in on April 16, 2013. Therefore, the list of Directors and Officers includes those FY12-13 who served through 4/16/13 and those new FY13-14 directors who served from 4/16/13 through 6/30/13. united way of metropolitan dallas 1800 n lamar dallas TX 75202 756005352 hlth/hum svcs TX 501(c)(3) 7 na false false true false false false false false false false false false true true true true false false true