UNITED WAY FOUNDATION OF METROPOLITAN DALLAS DAF sponsor

Cite this

Plain text UNITED WAY FOUNDATION OF METROPOLITAN DALLAS. Strategy Studio, nonprofit organization profile, tax years 2011–2024. https://strategystudio.org/org/752834344. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). UNITED WAY FOUNDATION OF METROPOLITAN DALLAS [Nonprofit organization profile; tax years 2011–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/752834344

MLA “UNITED WAY FOUNDATION OF METROPOLITAN DALLAS.” Strategy Studio, tax years 2011–2024, https://strategystudio.org/org/752834344. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2011–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $8.3M · expenses $5.3M · assets $78.4M

Also known as: DALLAS
EIN: 75-2834344
Address: 1800 N LAMAR ST, DALLAS, TX 75202-1701
Website: WWW.UNITEDWAYDALLAS.ORG
NTEE code: T30
Subsection: 501(c)(3)
Ruling year: 2000
Donor-advised funds: Sponsor: its returns say it maintains donor-advised funds (latest tax year 2024). Figures by year
Cross-check: ProPublica Nonprofit Explorer

Mission

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 (UWMD).

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

11 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

Name	Latest title	Years	Latest year pay	Total pay from here	Organizations
Jennifer Sampson	PRESIDENT AND CEO	2011-2024	$856,624	$8,244,964	6
Susan E Peek	CHIEF IMPACT/STRATEGY OFFICER	2021-2024	$507,244	$1,964,446	2
Rebecca Billings	CHIEF FINANCIAL OFFICER	2023-2024	$261,178	$282,011	4
Susan Hoff (former)	CHIEF IMPACT/STRATEGY OFFICER	2014-2020	$487,786	$2,751,909	2
Janice W Harissis (former)	CFO (THRU 01/2024)	2018-2023	$329,204	$1,425,373	4
Wanda J Mizutowicz (former)	CFO - Thru 10/2018	2013-2018	$183,266	$1,033,720	4
Kathryn Sawers (former)	Chief Development Officer	2015-2017	$323,083	$851,488	3
Gary Godsey (former)	former President and CEO	2011-2012	$178,797	$782,664	2
Katherine Stenesen (former)	CDO - THRU 01/2020	2017-2019	$272,283	$680,240	3
Kelly Rosales (former)	CFO - TERM 5/31/2013	2011-2013	$75,758	$398,349	4
Sharon Seal (former)	VP of Planned Giving	2012-2013	$163,941	$324,585	2

Officers and directors, no compensation reported

61 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

Name	Latest title	Years	Hrs/wk (latest)	Compensation	Organizations
Anne Motsenbocker	AT-LARGE MEMBER	2021-2024	2	$0 reported	17
Nancy Best	AT-LARGE MEMBER	2023-2024	2	$0 reported	5
Hal Brierley	AT-LARGE MEMBER	2011-2024	2	$0 reported	8
Terri West	BOARD CHAIR	2018-2024	5	$0 reported	5
Erin George	BOARD VICE CHAIR	2020-2024	5	$0 reported	2
Kevin March	SECRETARY/TREASURER/INV. COM. CHAIR	2018-2024	5	$0 reported	3
Millie Bradley	AT-LARGE MEMBER	2011-2024	2	$0 reported	1
Jim Burke	AT-LARGE MEMBER	2017-2024	2	$0 reported	2
Tony Canales	AT-LARGE MEMBER	2023-2024	2	$0 reported	2
Tom Codd	AT-LARGE MEMBER	2022-2024	2	$0 reported	4
Trey Cox	AT-LARGE MEMBER	2023-2024	2	$0 reported	1
Jason Downing	AT-LARGE MEMBER	2015-2024	2	$0 reported	5
Curtis M Fitzgerald	AT-LARGE MEMBER	2015-2024	2	$0 reported	3
Edward G Galante	AT-LARGE MEMBER	2011-2024	2	$0 reported	2
Carol Glendenning	AT-LARGE MEMBER	2011-2024	2	$0 reported	10
Ashlee Kleinert	AT-LARGE MEMBER	2020-2024	2	$0 reported	11
J Peter Kline	AT-LARGE MEMBER	2015-2024	2	$0 reported	3
Pedro Lerma	AT-LARGE MEMBER	2021-2024	2	$0 reported	2
Ron Parker	AT-LARGE MEMBER (THRU 2/2025)	2018-2024	2	$0 reported	2
Stanley A Rabin	AT-LARGE MEMBER	2011-2024	2	$0 reported	6
Dave C Rader	AT-LARGE MEMBER	2012-2024	2	$0 reported	2
Debbie Taylor	AT-LARGE MEMBER	2016-2024	2	$0 reported	6
Mary Templeton	AT-LARGE MEMBER	2016-2024	2	$0 reported	3
Debra Von Storch	AT-LARGE MEMBER	2017-2024	2	$0 reported	7
W Kelvin Walker	AT-LARGE MEMBER	2021-2024	2	$0 reported	12
Kim Kesler	AT-LARGE MEMBER	2024	2	$0 reported	6
Deborah Gibbins	AT-LARGE MEMBER	2024	2	$0 reported	3
Clint Mcdonnough (former)	BOARD VICE CHAIR	2016-2022	5	$0 reported	15
Pete Chilian (former)	AT-LARGE MEMBER	2017-2022	2	$0 reported	2
Barry A Fromberg (former)	AT-LARGE MEMBER	2011-2022	2	$0 reported	2
Carolyn Perot Rathjen (former)	AT-LARGE MEMBER	2014-2022	2	$0 reported	6
Mary Ann Cree (former)	AT-LARGE MEMBER (DECEASED 07/2021)	2021	2	$0 reported	1
Stacy Nahas (former)	AT-LARGE MEMBER	2019-2021	2	$0 reported	1
Mary Anne Cree (former)	AT-LARGE MEMBER	2018-2020	2	$0 reported	2
Michael Peterson (former)	UWFMD GENERAL COUNSEL	2012-2019	2	$0 reported	8
David Brown Sr (former)	AT-LARGE MEMBER	2017-2019	2	$0 reported	1
Mike Wetherington (former)	AT-LARGE MEMBER	2016-2019	2	$0 reported	1
Steven Williams (former)	At-Large Member	2018	2	$0 reported	3
J Patrick Faubion (former)	At-Large Member	2012-2018	2	$0 reported	2
Troy Aikman (former)	At-Large Member	2015-2017	2	$0 reported	3
Erle Nye (former)	At-Large Member	2011-2017	2	$0 reported	22
Caroline Rose Hunt (former)	Honorary Vice Chair	2011-2017	5	$0 reported	1
Sally Hoglund (former)	AT-LARGE MEMBER	2011-2016	2	$0 reported	4
David C Rader (former)	SECRETARY/TREASURER	2016	5	$0 reported	1
H Ralph Hawkins (former)	AT-LARGE MEMBER	2015-2016	2	$0 reported	3
P Mike Mccullough (former)	AT-LARGE MEMBER	2011-2016	2	$0 reported	2
Philip J Ritter (former)	AT-LARGE MEMBER	2011-2016	2	$0 reported	2
Blaine Nelson (former)	TREASURER/SEC'Y;AT-LG MEMBER	2011-2015	5	$0 reported	13
William Lively (former)	AT-LARGE MEMBER	2013-2015	2	$0 reported	2
Curt Fitzgerald (former)	BOARD CHAIR; AT-LARGE MEMBER	2011-2014	5	$0 reported	3
David Cabrales (former)	AT-LARGE MEMBER	2011-2014	2	$0 reported	3
Ralph Hawkins (former)	AT-LARGE MEMBER	2013-2014	2	$0 reported	7
Ed Galante (former)	AT-LARGE MEMBER	2012-2014	5	$0 reported	2
Jpatrick Faubion (former)	AT-LARGE MEMBER	2014	2	$0 reported	1
Pete Kline (former)	AT-LARGE MEMBER	2012-2014	2	$0 reported	1
Pmike Mccullough (former)	AT-LARGE MEMBER	2014	2	$0 reported	1
J Scott Wilson (former)	AT-LARGE MEMBER	2011-2013	3	$0 reported	3
David Biegler (former)	Emeritus Director	2011-2012	5	$0 reported	15
Becky Bright (former)	Emeritus Director	2011-2012	5	$0 reported	6
Liz Minyard (former)	Emeritus Director	2011-2012	5	$0 reported	4
William D White (former)	Member	2011	5	$0 reported	2

People by year

2024 · 30 people listed · 3 paid, $1.6M · 0 employees · 26 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JENNIFER SAMPSON	PRESIDENT AND CEO	8	$0	$681,530	$175,094	$856,624	6
SUSAN E PEEK	CHIEF IMPACT/STRATEGY OFFICER	6	$0	$465,408	$41,836	$507,244	2
REBECCA BILLINGS	CHIEF FINANCIAL OFFICER	2	$0	$250,648	$10,530	$261,178	4
TERRI WEST	BOARD CHAIR	5	$0	$0	$0	$0	5
ERIN GEORGE	BOARD VICE CHAIR	5	$0	$0	$0	$0	2
KEVIN MARCH	SECRETARY/TREASURER/INV. COM. CHAIR	5	$0	$0	$0	$0	3
NANCY BEST	AT-LARGE MEMBER	2	$0	$0	$0	$0	5
MILLIE BRADLEY	AT-LARGE MEMBER	2	$0	$0	$0	$0	1
HAL BRIERLEY	AT-LARGE MEMBER	2	$0	$0	$0	$0	8
JIM BURKE	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
TONY CANALES	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
TOM CODD	AT-LARGE MEMBER	2	$0	$0	$0	$0	4
TREY COX	AT-LARGE MEMBER	2	$0	$0	$0	$0	1
JASON DOWNING	AT-LARGE MEMBER	2	$0	$0	$0	$0	5
CURTIS M FITZGERALD	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
EDWARD G GALANTE	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
DEBORAH GIBBINS	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
CAROL GLENDENNING	AT-LARGE MEMBER	2	$0	$0	$0	$0	10
KIM KESLER	AT-LARGE MEMBER	2	$0	$0	$0	$0	6
ASHLEE KLEINERT	AT-LARGE MEMBER	2	$0	$0	$0	$0	11
J PETER KLINE	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
PEDRO LERMA	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
ANNE MOTSENBOCKER	AT-LARGE MEMBER	2	$0	$0	$0	$0	17
RON PARKER	AT-LARGE MEMBER (THRU 2/2025)	2	$0	$0	$0	$0	2
STANLEY A RABIN	AT-LARGE MEMBER	2	$0	$0	$0	$0	6
DAVE C RADER	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
DEBBIE TAYLOR	AT-LARGE MEMBER	2	$0	$0	$0	$0	6
MARY TEMPLETON	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
DEBRA VON STORCH	AT-LARGE MEMBER	2	$0	$0	$0	$0	7
W KELVIN WALKER	AT-LARGE MEMBER	2	$0	$0	$0	$0	12

2023 · 29 people listed · 4 paid, $1.6M · 0 employees · 25 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JENNIFER SAMPSON	PRESIDENT AND CEO	8	$0	$668,959	$122,225	$791,184	6
SUSAN E PEEK	CHIEF IMPACT/STRATEGY OFFICER	6	$0	$447,731	$41,355	$489,086	2
JANICE W HARISSIS	CFO (THRU 01/2024)	2	$0	$309,490	$19,714	$329,204	4
REBECCA BILLINGS	CFO (AS OF 12/2023)	2	$0	$20,833	$0	$20,833	4
TERRI WEST	BOARD CHAIR	5	$0	$0	$0	$0	5
ERIN GEORGE	BOARD VICE CHAIR	5	$0	$0	$0	$0	2
KEVIN MARCH	SECRETARY/TREASURER/INV. COM. CHAIR	5	$0	$0	$0	$0	3
NANCY BEST	AT-LARGE MEMBER	2	$0	$0	$0	$0	5
MILLIE BRADLEY	AT-LARGE MEMBER	2	$0	$0	$0	$0	1
HAL BRIERLEY	AT-LARGE MEMBER	2	$0	$0	$0	$0	8
JIM BURKE	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
TONY CANALES	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
TOM CODD	AT-LARGE MEMBER	2	$0	$0	$0	$0	4
TREY COX	AT-LARGE MEMBER	2	$0	$0	$0	$0	1
JASON DOWNING	AT-LARGE MEMBER	2	$0	$0	$0	$0	5
CURTIS M FITZGERALD	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
EDWARD G GALANTE	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
CAROL GLENDENNING	AT-LARGE MEMBER	2	$0	$0	$0	$0	10
ASHLEE KLEINERT	AT-LARGE MEMBER	2	$0	$0	$0	$0	11
J PETER KLINE	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
PEDRO LERMA	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
ANNE MOTSENBOCKER	AT-LARGE MEMBER	2	$0	$0	$0	$0	17
RON PARKER	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
STANLEY A RABIN	AT-LARGE MEMBER	2	$0	$0	$0	$0	6
DAVE C RADER	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
DEBBIE TAYLOR	AT-LARGE MEMBER	2	$0	$0	$0	$0	6
MARY TEMPLETON	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
DEBRA VON STORCH	AT-LARGE MEMBER	2	$0	$0	$0	$0	7
W KELVIN WALKER	AT-LARGE MEMBER	2	$0	$0	$0	$0	12

2022 · 29 people listed · 3 paid, $1.6M · 0 employees · 26 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JENNIFER SAMPSON	PRESIDENT AND CEO	8	$0	$628,369	$112,789	$741,158	6
SUSAN E PEEK	CHIEF IMPACT/STRATEGY OFFICER	6	$0	$440,178	$33,925	$474,103	2
JANICE W HARISSIS	CHIEF FINANCIAL OFFICER	2	$0	$323,592	$19,149	$342,741	4
TERRI WEST	BOARD CHAIR	5	$0	$0	$0	$0	5
CLINT MCDONNOUGH	BOARD VICE CHAIR	5	$0	$0	$0	$0	15
KEVIN MARCH	SECRETARY/TREASURER/INV. COM. CHAIR	5	$0	$0	$0	$0	3
MILLIE BRADLEY	AT-LARGE MEMBER	2	$0	$0	$0	$0	1
HAL BRIERLEY	AT-LARGE MEMBER	2	$0	$0	$0	$0	8
JIM BURKE	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
TOM CODD	AT-LARGE MEMBER	2	$0	$0	$0	$0	4
PETE CHILIAN	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
JASON DOWNING	AT-LARGE MEMBER	2	$0	$0	$0	$0	5
CURTIS M FITZGERALD	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
BARRY A FROMBERG	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
EDWARD G GALANTE	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
ERIN GEORGE	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
CAROL GLENDENNING	AT-LARGE MEMBER	2	$0	$0	$0	$0	10
ASHLEE KLEINERT	AT-LARGE MEMBER	2	$0	$0	$0	$0	11
J PETER KLINE	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
PEDRO LERMA	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
ANNE MOTSENBOCKER	AT-LARGE MEMBER	2	$0	$0	$0	$0	17
RON PARKER	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
CAROLYN PEROT RATHJEN	AT-LARGE MEMBER	2	$0	$0	$0	$0	6
STANLEY A RABIN	AT-LARGE MEMBER	2	$0	$0	$0	$0	6
DAVE C RADER	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
DEBBIE TAYLOR	AT-LARGE MEMBER	2	$0	$0	$0	$0	6
MARY TEMPLETON	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
DEBRA VON STORCH	AT-LARGE MEMBER	2	$0	$0	$0	$0	7
W KELVIN WALKER	AT-LARGE MEMBER	2	$0	$0	$0	$0	12

2021 · 30 people listed · 3 paid, $1.6M · 0 employees · 26 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JENNIFER SAMPSON	PRESIDENT AND CEO	8	$0	$615,006	$128,036	$743,042	6
SUSAN E PEEK	CHIEF IMPACT/STRATEGY OFFICER	6	$0	$448,626	$45,387	$494,013	2
JANICE W HARISSIS	CHIEF FINANCIAL OFFICER	2	$0	$315,012	$17,771	$332,783	4
TERRI WEST	BOARD CHAIR	5	$0	$0	$0	$0	5
CLINT MCDONNOUGH	BOARD VICE CHAIR	5	$0	$0	$0	$0	15
KEVIN MARCH	SECRETARY/TREASURER/INV. COM. CHAIR	5	$0	$0	$0	$0	3
MILLIE BRADLEY	AT-LARGE MEMBER	2	$0	$0	$0	$0	1
HAL BRIERLEY	AT-LARGE MEMBER	2	$0	$0	$0	$0	8
JIM BURKE	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
PETE CHILIAN	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
MARY ANN CREE	AT-LARGE MEMBER (DECEASED 07/2021)	2	$0	$0	$0	$0	1
JASON DOWNING	AT-LARGE MEMBER	2	$0	$0	$0	$0	5
CURTIS M FITZGERALD	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
BARRY A FROMBERG	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
EDWARD G GALANTE	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
ERIN GEORGE	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
CAROL GLENDENNING	AT-LARGE MEMBER	2	$0	$0	$0	$0	10
ASHLEE KLEINERT	AT-LARGE MEMBER	2	$0	$0	$0	$0	11
J PETER KLINE	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
PEDRO LERMA	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
ANNE MOTSENBOCKER	AT-LARGE MEMBER	2	$0	$0	$0	$0	17
STACY NAHAS	AT-LARGE MEMBER	2	$0	$0	$0	$0	1
RON PARKER	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
CAROLYN PEROT RATHJEN	AT-LARGE MEMBER	2	$0	$0	$0	$0	6
STANLEY A RABIN	AT-LARGE MEMBER	2	$0	$0	$0	$0	6
DAVE C RADER	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
DEBBIE TAYLOR	AT-LARGE MEMBER	2	$0	$0	$0	$0	6
MARY TEMPLETON	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
DEBRA VON STORCH	AT-LARGE MEMBER	2	$0	$0	$0	$0	7
W KELVIN WALKER	AT-LARGE MEMBER	2	$0	$0	$0	$0	12

2020 · 27 people listed · 3 paid, $1.5M · 0 employees · 24 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JENNIFER SAMPSON	PRESIDENT AND CEO	8	$0	$605,678	$129,953	$735,631	6
SUSAN HOFF	CHIEF IMPACT/STRATEGY OFFICER	6	$0	$441,586	$46,200	$487,786	2
JANICE HARISSIS	CHIEF FINANCIAL OFFICER	2	$0	$312,412	$8,253	$320,665	4
TERRI WEST	BOARD CHAIR	5	$0	$0	$0	$0	5
DAVE C RADER	SECRETARY/TREASURER	5	$0	$0	$0	$0	2
MILLIE BRADLEY	AT-LARGE MEMBER	2	$0	$0	$0	$0	1
HAL BRIERLEY	AT-LARGE MEMBER	2	$0	$0	$0	$0	8
JIM BURKE	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
PETE CHILIAN	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
MARY ANNE CREE	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
JASON DOWNING	AT-LARGE MEMBER	2	$0	$0	$0	$0	5
CURTIS M FITZGERALD	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
BARRY A FROMBERG	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
EDWARD G GALANTE	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
ERIN GEORGE	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
CAROL GLENDENNING	AT-LARGE MEMBER	2	$0	$0	$0	$0	10
ASHLEE KLEINERT	AT-LARGE MEMBER	2	$0	$0	$0	$0	11
J PETER KLINE	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
KEVIN MARCH	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
CLINT MCDONNOUGH	AT-LARGE MEMBER	2	$0	$0	$0	$0	15
STACY NAHAS	AT-LARGE MEMBER	2	$0	$0	$0	$0	1
RON PARKER	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
STANLEY A RABIN	AT-LARGE MEMBER	2	$0	$0	$0	$0	6
CAROLYN PEROT RATHJEN	AT-LARGE MEMBER	2	$0	$0	$0	$0	6
DEBBIE TAYLOR	AT-LARGE MEMBER	2	$0	$0	$0	$0	6
MARY TEMPLETON	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
DEBRA VON STORCH	AT-LARGE MEMBER	2	$0	$0	$0	$0	7

2019 · 28 people listed · 4 paid, $1.6M · 0 employees · 24 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JENNIFER SAMPSON	PRESIDENT AND CEO	8	$0	$689,843	$82,857	$772,700	6
SUSAN HOFF	CHIEF IMPACT/STRATEGY OFFICER	6	$0	$410,247	$44,513	$454,760	2
KATHERINE STENESEN	CDO - THRU 01/2020	8	$0	$233,730	$38,553	$272,283	3
JANICE HARISSIS	CFO	2	$0	$99,504	$476	$99,980	4
CLINT MCDONNOUGH	BOARD CHAIR	5	$0	$0	$0	$0	15
DAVE C RADER	SECRETARY/TREASURER	5	$0	$0	$0	$0	2
MILLIE BRADLEY	AT-LARGE MEMBER	2	$0	$0	$0	$0	1
HAL BRIERLEY	AT-LARGE MEMBER	2	$0	$0	$0	$0	8
DAVID BROWN SR	AT-LARGE MEMBER	2	$0	$0	$0	$0	1
JIM BURKE	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
MARY ANNE CREE	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
PETE CHILIAN	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
CURTIS M FITZGERALD	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
BARRY A FROMBERG	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
EDWARD G GALANTE	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
CAROL GLENDENNING	AT-LARGE MEMBER	2	$0	$0	$0	$0	10
J PETER KLINE	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
KEVIN MARCH	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
STACY NAHAS	AT-LARGE MEMBER	2	$0	$0	$0	$0	1
RON PARKER	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
MICHAEL PETERSON	UWFMD GENERAL COUNSEL	2	$0	$0	$0	$0	8
STANLEY A RABIN	AT-LARGE MEMBER	2	$0	$0	$0	$0	6
CAROLYN PEROT RATHJEN	AT-LARGE MEMBER	2	$0	$0	$0	$0	6
DEBBIE TAYLOR	AT-LARGE MEMBER	2	$0	$0	$0	$0	6
MARY TEMPLETON	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
DEBRA VON STORCH	AT-LARGE MEMBER	2	$0	$0	$0	$0	7
TERRI WEST	AT-LARGE MEMBER	2	$0	$0	$0	$0	5
MIKE WETHERINGTON	AT-LARGE MEMBER	2	$0	$0	$0	$0	1

2018 · 30 people listed · 4 paid, $1.4M · 0 employees · 25 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Jennifer Sampson	President and CEO	8	$0	$466,513	$79,092	$545,605	6
Susan Hoff	Chief Impact/Strategy Officer	6	$0	$369,795	$41,658	$411,453	2
Katherine Stenesen	Chief Development Officer	8	$0	$199,001	$39,051	$238,052	3
Wanda Mizutowicz	CFO - Thru 10/2018	2	$0	$163,158	$20,108	$183,266	4
Clint McDonnough	Board Chair	5	$0	$0	$0	$0	15
Dave C Rader	Secretary/Treasurer	5	$0	$0	$0	$0	2
Millie Bradley	At-Large Member	2	$0	$0	$0	$0	1
Hal Brierley	At-Large Member	2	$0	$0	$0	$0	8
David Brown Sr	At-Large Member	2	$0	$0	$0	$0	1
Jim Burke	At-Large Member	2	$0	$0	$0	$0	2
Mary Anne Cree	At-Large Member	2	$0	$0	$0	$0	2
Pete Chilian	At-Large Member	2	$0	$0	$0	$0	2
J Patrick Faubion	At-Large Member	2	$0	$0	$0	$0	2
Curtis M Fitzgerald	At-Large Member	2	$0	$0	$0	$0	3
Barry A Fromberg	At-Large Member	2	$0	$0	$0	$0	2
Edward G Galante	At-Large Member	2	$0	$0	$0	$0	2
Carol Glendenning	At-Large Member	2	$0	$0	$0	$0	10
J Peter Kline	At-Large Member	2	$0	$0	$0	$0	3
Kevin March	At-Large Member	2	$0	$0	$0	$0	3
Ron Parker	At-Large Member	2	$0	$0	$0	$0	2
Michael Peterson	UWFMD General Counsel	2	$0	$0	$0	$0	8
Stanley A Rabin	At-Large Member	2	$0	$0	$0	$0	6
Carolyn Perot Rathjen	At-Large Member	2	$0	$0	$0	$0	6
Debbie Taylor	At-Large Member	2	$0	$0	$0	$0	6
Mary Templeton	At-Large Member	2	$0	$0	$0	$0	3
Debra von Storch	At-Large Member	2	$0	$0	$0	$0	7
Terri West	At-Large Member	2	$0	$0	$0	$0	5
Mike Wetherington	At-Large Member	2	$0	$0	$0	$0	1
Steven Williams	At-Large Member	2	$0	$0	$0	$0	3
Janice Harissis	CFO - As of 11/2018	2	$0	$0	$0	$0	4

2017 · 29 people listed · 5 paid, $1.5M · 0 employees · 24 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Jennifer Sampson	President and CEO	8	$0	$421,947	$63,927	$485,874	6
Susan Hoff	Chief Strat/IMPACT/OPS OFFICER	6	$0	$349,242	$35,491	$384,733	2
Kathryn Sawers	Chief Development Officer	8	$0	$284,062	$39,021	$323,083	3
Wanda Mizutowicz	CHIEF FINANCIAL OFFICER	2	$0	$162,771	$20,494	$183,265	4
Katherine Stenesen	SVP, Major Gifts & Dev Svcs	16	$57,757	$86,635	$25,513	$169,905	3
Jason Downing	Board Chair/UWMD Vice Chair	5	$0	$0	$0	$0	5
Clint McDonnough	Member Thru 3/18;VC as of 4/18	5	$0	$0	$0	$0	15
Caroline Rose Hunt	Honorary Vice Chair	5	$0	$0	$0	$0	1
Dave C Rader	Secretary/Treasurer	5	$0	$0	$0	$0	2
Troy Aikman	At-Large Member	2	$0	$0	$0	$0	3
Millie Bradley	At-Large Member	2	$0	$0	$0	$0	1
Hal Brierley	At-Large Member	2	$0	$0	$0	$0	8
David Brown Sr	At-Large Member	2	$0	$0	$0	$0	1
Jim Burke	At-Large Member	2	$0	$0	$0	$0	2
Pete Chilian	At-Large Member	2	$0	$0	$0	$0	2
J Patrick Faubion	At-Large Member	2	$0	$0	$0	$0	2
Curtis M Fitzgerald	At-Large Member	2	$0	$0	$0	$0	3
Barry A Fromberg	At-Large Member	2	$0	$0	$0	$0	2
Edward G Galante	At-Large Member	2	$0	$0	$0	$0	2
Carol Glendenning	At-Large Member	2	$0	$0	$0	$0	10
J Peter Kline	At-Large Member	2	$0	$0	$0	$0	3
Erle Nye	At-Large Member	2	$0	$0	$0	$0	22
Michael Peterson	UWFMD General Counsel	2	$0	$0	$0	$0	8
Stanley A Rabin	At-Large Member	2	$0	$0	$0	$0	6
Carolyn Perot Rathjen	At-Large Member	2	$0	$0	$0	$0	6
Debra Von Storch	At-Large Member	2	$0	$0	$0	$0	7
Debbie Taylor	At-Large Member	2	$0	$0	$0	$0	6
Mary Templeton	At-Large Member	2	$0	$0	$0	$0	3
Mike Wetherington	At-Large Member	2	$0	$0	$0	$0	1

2016 · 28 people listed · 4 paid, $1.4M · 0 employees · 12 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JENNIFER SAMPSON	PRESIDENT AND CEO	8	$0	$431,250	$63,338	$494,588	6
SUSAN HOFF	Chief strategy & oper. Officer	6	$0	$333,893	$34,531	$368,424	2
KATHRYN SAWERS	CHIEF DEVELOPMENT OFFICER	8	$0	$284,680	$34,176	$318,856	3
WANDA MIZUTOWICZ	CFO	2	$0	$194,648	$18,904	$213,552	4
JASON DOWNING	BOARD CHAIR	5	$0	$0	$0	$0	5
CAROLINE ROSE HUNT	HONORARY VICE CHAIR	5	$0	$0	$0	$0	1
DAVID C RADER	SECRETARY/TREASURER	5	$0	$0	$0	$0	1
TROY AIKMAN	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
MILLIE BRADLEY	AT-LARGE MEMBER	2	$0	$0	$0	$0	1
HAL BRIERLEY	AT-LARGE MEMBER	3	$0	$0	$0	$0	8
J PATRICK FAUBION	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
CURTIS M FITZGERALD	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
BARRY A FROMBERG	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
EDWARD G GALANTE	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
CAROL GLENDENNING	AT-LARGE MEMBER	2	$0	$0	$0	$0	10
H RALPH HAWKINS	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
SALLY HOGLUND	AT-LARGE MEMBER	2	$0	$0	$0	$0	4
J PETER KLINE	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
P MIKE MCCULLOUGH	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
CLINT MCDONNOUGH	AT-LARGE MEMBER	2	$0	$0	$0	$0	15
ERLE NYE	AT-LARGE MEMBER	2	$0	$0	$0	$0	22
MICHAEL PETERSON	UWFMD General Counsel	2	$0	$0	$0	$0	8
STANLEY A RABIN	AT-LARGE MEMBER	2	$0	$0	$0	$0	6
CAROLYN PEROT RATHJEN	AT-LARGE MEMBER	2	$0	$0	$0	$0	6
PHILIP J RITTER	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
DEBBIE TAYLOR	AT-LARGE MEMBER	2	$0	$0	$0	$0	6
MARY TEMPLETON	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
MIKE WETHERINGTON	AT-LARGE MEMBER	2	$0	$0	$0	$0	1

2015 · 25 people listed · 4 paid, $1.2M · 0 employees · 12 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JENNIFER SAMPSON	PRESIDENT AND CEO	8	$0	$408,237	$60,522	$468,759	6
SUSAN HOFF	chIef strategy & oper. officer	6	$0	$299,241	$32,335	$331,576	2
KATHRYN SAWERS	Chief Development Officer	8	$0	$195,774	$13,775	$209,549	3
WANDA MIZUTOWICZ	CFO	2	$0	$172,278	$18,728	$191,006	4
CURTIS M FITZGERALD	BOARD CHAIR; AT-LARGE MEMBER	5	$0	$0	$0	$0	3
BLAINE L NELSON	TREASURER/SEC'Y;AT-LG MEMBER	5	$0	$0	$0	$0	13
MILLIE BRADLEY	AT-LARGE MEMBER	2	$0	$0	$0	$0	1
HAL BRIERLEY	AT-LARGE MEMBER	3	$0	$0	$0	$0	8
J PATRICK FAUBION	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
EDWARD G GALANTE	AT-LARGE MEMBER	5	$0	$0	$0	$0	2
CAROL GLENDENNING	AT-LARGE MEMBER	2	$0	$0	$0	$0	10
SALLY HOGLUND	AT-LARGE MEMBER	2	$0	$0	$0	$0	4
CAROLINE ROSE HUNT	HONORARY VICE CHAIR	2	$0	$0	$0	$0	1
J PETER KLINE	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
P MIKE MCCULLOUGH	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
ERLE NYE	AT-LARGE MEMBER	2	$0	$0	$0	$0	22
JASON DOWNING	VICE-CHAIR; At-large member	5	$0	$0	$0	$0	5
STANLEY A RABIN	AT-LARGE MEMBER	2	$0	$0	$0	$0	6
DAVE C RADER	AT-LARGE MEMBER	5	$0	$0	$0	$0	2
PHILIP J RITTER	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
CAROLYN PEROT RATHJEN	AT-LARGE MEMBER	3	$0	$0	$0	$0	6
BARRY A FROMBERG	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
H RALPH HAWKINS	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
WILLIAM LIVELY	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
Troy Aikman	AT-LARGE MEMBER	2	$0	$0	$0	$0	3

2014 · 23 people listed · 3 paid, $941K · 0 employees · 12 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JENNIFER SAMPSON	PRESIDENT AND CEO	8	$0	$382,781	$58,609	$441,390	6
Susan Hoff	Chief Strategy & Oper. Officer	4	$0	$277,331	$35,846	$313,177	2
WANDA MIZUTOWICZ	CFO	2	$0	$179,307	$7,154	$186,461	4
CURT FITZGERALD	BOARD CHAIR; AT-LARGE MEMBER	5	$0	$0	$0	$0	3
BLAINE NELSON	TREASURER/SEC'Y;AT-LG MEMBER	5	$0	$0	$0	$0	13
ED GALANTE	AT-LARGE MEMBER	5	$0	$0	$0	$0	2
MILLIE BRADLEY	AT-LARGE MEMBER	2	$0	$0	$0	$0	1
HAL BRIERLEY	AT-LARGE MEMBER	3	$0	$0	$0	$0	8
DAVID CABRALES	AT-LARGE MEMBER	2	$0	$0	$0	$0	3
JPATRICK FAUBION	AT-LARGE MEMBER	2	$0	$0	$0	$0	1
CAROL GLENDENNING	AT-LARGE MEMBER	2	$0	$0	$0	$0	10
SALLY HOGLUND	AT-LARGE MEMBER	2	$0	$0	$0	$0	4
CAROLINE ROSE-HUNT	HONORARY VICE CHAIR	2	$0	$0	$0	$0	1
PETE KLINE	AT-LARGE MEMBER	2	$0	$0	$0	$0	1
PMIKE MCCULLOUGH	AT-LARGE MEMBER	2	$0	$0	$0	$0	1
ERLE NYE	AT-LARGE MEMBER	2	$0	$0	$0	$0	22
STANLEY A RABIN	AT-LARGE MEMBER	2	$0	$0	$0	$0	6
DAVE RADER	AT-LARGE MEMBER	5	$0	$0	$0	$0	2
PHILIP RITTER	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
CAROLYN PEROT RATHJEN	AT-LARGE MEMBER	3	$0	$0	$0	$0	6
BARRY FROMBERG	AT-LARGE MEMBER	2	$0	$0	$0	$0	2
RALPH HAWKINS	AT-LARGE MEMBER	2	$0	$0	$0	$0	7
WILLIAM LIVELY	AT-LARGE MEMBER	2	$0	$0	$0	$0	2

2013 · 24 people listed · 4 paid, $739K · 0 employees · 5 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JENNIFER SAMPSON	PRESIDENT AND CEO	5	$0	$368,264	$55,170	$423,434	6
SHARON SEAL	VP of Planned Giving	40	$0	$142,666	$21,275	$163,941	2
WANDA MIZUTOWICZ	CFO	5	$0	$75,825	$345	$76,170	4
KELLY ROSALES	CFO - TERM 5/31/2013	5	$0	$70,990	$4,768	$75,758	4
CURT FITZGERALD	BOARD CHAIR; AT-LARGE MEMBER	8	$0	$0	$0	$0	3
BLAINE NELSON	TREASURER/SEC'Y;AT-LG MEMBER	8	$0	$0	$0	$0	13
ED GALANTE	AT-LARGE MEMBER	3	$0	$0	$0	$0	2
MILLIE BRADLEY	AT-LARGE MEMBER;CHAIR-SCI	3	$0	$0	$0	$0	1
HAL BRIERLEY	AT-LARGE MEMBER	3	$0	$0	$0	$0	8
DAVID CABRALES	AT-LARGE MEMBER	3	$0	$0	$0	$0	3
J PATRICK FAUBION	AT-LARGE MEMBER	3	$0	$0	$0	$0	2
CAROL GLENDENNING	AT-LARGE MEMBER	3	$0	$0	$0	$0	10
SALLY HOGLUND	AT-LARGE MEMBER	3	$0	$0	$0	$0	4
CAROLINE ROSE-HUNT	HONORARY VICE CHAIR	3	$0	$0	$0	$0	1
PETE KLINE	AT-LARGE MEMBER	3	$0	$0	$0	$0	1
P MIKE MCCULLOUGH	AT-LARGE MEMBER	3	$0	$0	$0	$0	2
ERLE NYE	AT-LARGE MEMBER	3	$0	$0	$0	$0	22
STANLEY A RABIN	AT-LARGE MEMBER	3	$0	$0	$0	$0	6
DAVE RADER	AT-LARGE MEMBER	5	$0	$0	$0	$0	2
PHILIP RITTER	AT-LARGE MEMBER	3	$0	$0	$0	$0	2
J SCOTT WILSON	AT-LARGE MEMBER	3	$0	$0	$0	$0	3
BARRY FROMBERG	AT-LARGE MEMBER	3	$0	$0	$0	$0	2
RALPH HAWKINS	AT-LARGE MEMBER	3	$0	$0	$0	$0	7
WILLIAM LIVELY	AT-LARGE MEMBER	3	$0	$0	$0	$0	2

2012 · 26 people listed · 4 paid, $911K · 0 employees · 6 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Jennifer Sampson	President and CEO	5	$0	$347,180	$53,101	$400,281	6
Gary Godsey	former President and CEO	0	$0	$162,034	$16,763	$178,797	2
Kelly Rosales	CFO	5	$0	$159,780	$11,889	$171,669	4
Sharon Seal	VP of Planned Giving	40	$0	$145,751	$14,893	$160,644	2
Curt Fitzgerald	Board Chair; Treasurer/Sec'y	8	$0	$0	$0	$0	3
Blaine Nelson	Treasurer/Secretary	8	$0	$0	$0	$0	13
Ed Galante	At-Large Member; Board Chair	8	$0	$0	$0	$0	2
Millie Bradley	At-Large Member	5	$0	$0	$0	$0	1
Hal Brierley	At-Large Member	5	$0	$0	$0	$0	8
David Cabrales	At-Large Member	5	$0	$0	$0	$0	3
J Patrick Faubion	At-Large Member	5	$0	$0	$0	$0	2
Barry Fromberg	At-Large Member	5	$0	$0	$0	$0	2
Carol Glendenning	At-Large Member	5	$0	$0	$0	$0	10
Sally Hoglund	At-Large Member	5	$0	$0	$0	$0	4
Caroline Rose-Hunt	At-Large Member	5	$0	$0	$0	$0	1
Pete Kline	At-Large Member	5	$0	$0	$0	$0	1
P Mike McCullough	At-Large Member	5	$0	$0	$0	$0	2
Erle Nye	At-Large Member	5	$0	$0	$0	$0	22
Michael Peterson	At-Large Member	5	$0	$0	$0	$0	8
Stanley A Rabin	At-Large Member	5	$0	$0	$0	$0	6
Dave Rader	At-Large Member	5	$0	$0	$0	$0	2
Philip Ritter	At-Large Member	5	$0	$0	$0	$0	2
J Scott Wilson	At-Large Member	5	$0	$0	$0	$0	3
David Biegler	Emeritus Director	5	$0	$0	$0	$0	15
Becky Bright	Emeritus Director	5	$0	$0	$0	$0	6
Liz Minyard	Emeritus Director	5	$0	$0	$0	$0	4

2011 · 22 people listed · 3 paid, $1.1M · 0 employees · 4 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Gary Godsey	Former President and CEO	50	$0	$569,515	$34,352	$603,867	2
Jennifer Sampson	President and CEO	50	$0	$298,388	$46,306	$344,694	6
Kelly Rosales	CFO	50	$0	$146,643	$4,279	$150,922	4
Edward G Galante	Chair	5	$0	$0	$0	$0	2
Curt FitzGerald	Treasurer/Secretary	5	$0	$0	$0	$0	3
Hal Brierley	Member	5	$0	$0	$0	$0	8
Erle Nye	Member	5	$0	$0	$0	$0	22
Sally Hoglund	Member	5	$0	$0	$0	$0	4
David Cabrales	Member	5	$0	$0	$0	$0	3
Stanley Rabin	Member	5	$0	$0	$0	$0	6
Caroline Rose Hunt	Member	5	$0	$0	$0	$0	1
Philip J Ritter	Member	5	$0	$0	$0	$0	2
P Mike McCullough	Member	5	$0	$0	$0	$0	2
William D White	Member	5	$0	$0	$0	$0	2
J Scott Wilson	Member	5	$0	$0	$0	$0	3
Millie Bradley	Member	5	$0	$0	$0	$0	1
Carol Glendenning	Member	5	$0	$0	$0	$0	10
David Biegler	Emeritus Director	5	$0	$0	$0	$0	15
Becky Bright	Emeritus Director	5	$0	$0	$0	$0	6
Liz Minyard	Emeritus Director	5	$0	$0	$0	$0	4
Barry Fromberg	Member	5	$0	$0	$0	$0	2
Blaine Nelson	Member	5	$0	$0	$0	$0	13

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 4 grants to organizations · $3.4M

Show every grant for 2024 · CSV

2023 · 5 grants to organizations · $2.7M

Show every grant for 2023 · CSV

2022 · 6 grants to organizations · $3.0M

Show every grant for 2022 · CSV

2021 · 2 grants to organizations · $2.7M

Show every grant for 2021 · CSV

2020 · 2 grants to organizations · $2.7M

Show every grant for 2020 · CSV

2019 · 2 grants to organizations · $3.0M

Show every grant for 2019 · CSV

2018 · 1 grant to organizations · $2.5M

Show every grant for 2018 · CSV

2017 · 3 grants to organizations · $3.0M

Show every grant for 2017 · CSV

2016 · 1 grant to organizations · $942K

Show every grant for 2016 · CSV

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

Revenue	Expenses	Assets	Net assets	Contributions	Program revenue	Officer pay	Employees	Volunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$8,279,759	$5,298,091	$78,443,199	$73,685,183	$3,869,207	$2,000	$0	0	26
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$3,767,548	$4,190,763	$71,313,885	$66,466,916	$2,184,651	$0	$0	0	25
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$3,963,511	$4,143,356	$63,915,076	$59,651,486	$2,625,777	$0	$0	0	26
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$9,060,985	$3,417,875	$57,626,960	$54,063,755	$6,629,999	$0	$0	0	26
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$5,660,859	$3,375,534	$60,886,315	$58,177,041	$1,604,312	$0	$0	0	24
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$3,338,984	$3,992,539	$50,107,687	$46,909,912	$1,319,494	$0	$0	0	24
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$3,859,549	$3,065,442	$50,412,823	$47,699,380	$2,050,037	$0	$0	0	25
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$6,144,201	$3,279,660	$47,579,846	$45,773,789	$3,164,349	$0	$0	0	24
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$8,635,758	$3,575,561	$45,680,364	$42,595,492	$6,114,146	$0	$0	0	12
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$5,584,628	$2,786,088	$38,262,302	$35,415,636	$4,448,356	$0	$0	0	12
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$7,276,163	$2,213,051	$35,807,888	$33,185,971	$6,134,046	$0	$0	0	12
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$2,941,324	$1,908,936	$30,117,736	$28,299,834	$926,238	$0	$0	0	5
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$3,093,615	$1,508,887	$25,783,969	$24,654,898	$2,229,746	$0	$0	0	6
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$1,116,487	$441,104	$21,014,400	$21,014,400	$395,810	$0	$0	0	4

Funders of this organization

16 grantors reported grants to this organization, $5,482,437 in all, tax years 2011 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

Grantor	Type	Match	Years given	Grants	Total	Latest year	Latest year's amount	Grants
T & L SOWELL TUA CHARITABLE TR	Private foundation	Fuzzy filed as “UNITED WAY FOUNDATION OF METROPOLITAN DALLAS”	2019-2023	5	$2,260,397	2023	$391,234	show
FIDELITY INVESTMENTS CHARITABLE GIFT FUND	DAF sponsor	Exact	2016-2017, 2019-2024	8	$1,518,893	2024	$50,600	show
UNITED WAY OF METROPOLITAN DALLAS INC	Public charity	Exact	2011-2016, 2024	7	$834,390	2024	$618,222	show
HIRSCH FAMILY FOUNDATION	Private foundation	Fuzzy filed as “UNITED WAY FOUNDATION OF METROPOLITAN DALLAS”	2020-2022	3	$160,000	2022	$50,000	show
RAYMOND JAMES CHARITABLE ENDOWMENT FUND	DAF sponsor	Exact	2018, 2022	2	$125,600	2022	$25,600	show
TULSA COMMUNITY FOUNDATION	DAF sponsor	Exact	2012	1	$114,842	2012	$114,842	show
UNITED WAY WORLDWIDE	DAF sponsor	Exact	2017-2020	4	$105,572	2020	$24,068	show
JUST KEEP LIVIN FOUNDATION	Public charity	Exact	2024	1	$97,500	2024	$97,500	show
DALLAS JEWISH COMMUNITY FOUNDATION	DAF sponsor	Exact	2021	1	$83,333	2021	$83,333	show
UNITED WAY OF BERGEN COUNTY	DAF sponsor	Exact	2018-2019	2	$49,695	2019	$28,757	show
AMERICAN ONLINE GIVING FOUNDATION INC	DAF sponsor	Exact	2020-2022	3	$44,111	2022	$13,099	show
FORGOOD INC	DAF sponsor	Exact	2016, 2018	2	$33,818	2018	$17,415	show
THE MANKOFF FAMILY FOUNDATION	Private foundation	Fuzzy filed as “UNITED WAY FOUNDATION OF METROPOLITAN DALLAS”	2020-2022	3	$30,000	2022	$10,000	show
TEXAS INSTRUMENTS FOUNDATION	Private foundation	Fuzzy filed as “UNITED WAY FOUNDATION OF METROPOLITAN DALLAS”	2021-2022	2	$17,264	2022	$8,632	show
BANK OF AMERICA CHARITABLE FOUNDATION INC	Private foundation	Fuzzy filed as “UNITED WAY FOUNDATION OF METROPOLITAN DALLAS”	2012-2013, 2020	9	$6,050	2020	$5,682	show
SYNCHRONY FOUNDATION	Private foundation	Fuzzy filed as “UNITED WAY FOUNDATION OF METROPOLITAN DALLAS”	2020	1	$972	2020	$972	show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

Organization	State	NTEE	Latest revenue	Latest expenses	Top-paid title	Top pay	Why similar
SHELTON LANDMARK FOUNDATION	TX	T30	$6,298,458	$4,850,868	EXECUTIVE DIRECTOR	$431,783	Same NTEE code T30, revenue within 2x, same state
INVITED FOUNDATION	TX	T30	$11,406,958	$11,394,008	President	$0	Same NTEE code T30, revenue within 2x, same state
AIR FORCE VILLAGES CHARITABLE FOUNDATION	TX	T30	$7,275,952	$2,601,344	CHIEF EXECUTIVE OFFICER	$397,396	Same NTEE code T30, revenue within 2x, same state
DEL MAR COLLEGE FOUNDATION INC	TX	T30	$12,121,871	$4,682,699	VP OF DEV & DONOR ADVISING	$147,857	Same NTEE code T30, revenue within 2x, same state
VICTORIA COLLEGE FOUNDATION INC	TX	T30	$4,502,256	$6,408,338	DIRECTOR	$0	Same NTEE code T30, revenue within 2x, same state
MISSION METROPLEX INC	TX	T30	$15,456,833	$12,160,625	PRAYER CHAIR	$38,284	Same NTEE code T30, revenue within 2x, same state
AXIA INTERNATIONAL	TX	T30	$5,573,232	$5,073,797	President	$104,929	Same NTEE code T30, revenue within 2x, same state
ORPHANS IN NEED USA INC	TX	T30	$8,411,687	$7,749,853	CEO	$103,751	Same NTEE code T30, revenue within 2x, same state
DECISION POINT MINISTRIES	TX	T30	$4,613,825	$4,627,361	PRESIDENT/CEO	$148,956	Same NTEE code T30, revenue within 2x, same state
THE CRYSTAL CHARITY BALL	TX	T30	$9,440,009	$8,985,577	OFFICE MANAGER	$146,559	Same NTEE code T30, revenue within 2x, same state
SCOTT & WHITE HEALTHCARE	TX	T30	$13,224,219	$179,829,451	Treasurer	$3,754,144	Same NTEE code T30, revenue within 2x, same state
HELPING A HERO ORG	TX	T30	$9,220,461	$9,333,935	Member	$0	Same NTEE code T30, revenue within 2x, same state
ADOPT A PLATOON	TX	T30	$7,895,856	$7,245,022	EXECUTIVE DI	$100,000	Same NTEE code T30, revenue within 2x, same state
UNITED METHODIST FOUNDATION OF LA	LA	T30	$8,232,248	$4,684,979	President	$222,040	Same NTEE code T30, revenue within 2x, similar name
VETERANS UNITED FOUNDATION	MO	T30	$11,104,181	$15,928,573	PRESIDENT	$0	Same NTEE code T30, revenue within 2x
COMMUNITY FOUNDATION OF SOUTHWEST LOUISIANA	LA	T30	$5,850,000	$4,009,191	PRESIDENT/CEO	$131,841	Same NTEE code T30, revenue within 2x
MERITER FOUNDATION INC	WI	T30	$6,564,063	$2,138,701	BOARD MEMBER & MARKET PRESIDENT/CEO	$707,912	Same NTEE code T30, revenue within 2x
MONKS OF NORCIA FOUNDATION	CT	T30	$4,261,531	$4,706,322	PRESIDENT	$0	Same NTEE code T30, revenue within 2x
UNITY FOUNDATION OF LAPORTE COUNTY INC	IN	T30	$7,760,527	$3,576,432	PRESIDENT	$169,401	Same NTEE code T30, revenue within 2x
WOMENS FOUNDATION OF ALABAMA	AL	T30	$6,048,717	$4,198,811	PRESIDENT/ CEO	$228,309	Same NTEE code T30, revenue within 2x
ENDEAVOR FOUNDATION	AK	T30	$8,596,295	$0	Secretary	$252,148	Same NTEE code T30, revenue within 2x
BORN THIS WAY FOUNDATION	NY	T30	$6,032,453	$6,939,064	DIRECTOR, PRESIDENT	$312,996	Same NTEE code T30, revenue within 2x
COMMUNITY FOUNDATION OF JOHNSON	IA	T30	$9,395,620	$5,687,220	PRESIDENT AND CEO	$147,464	Same NTEE code T30, revenue within 2x
PAT TILLMAN FOUNDATION	IL	T30	$5,752,880	$4,899,570	CEO	$218,664	Same NTEE code T30, revenue within 2x
CHAUTAUQUA FOUNDATION INC	NY	T30	$15,997,680	$6,453,479	DIRECTOR	$472,959	Same NTEE code T30, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

Grantor	Type	Total given	Grants	Organizations funded	Years	Which ones
NATIONAL CHRISTIAN CHARITABLE FOUNDATION	DAF sponsor	$69,429,041	132	27	2012–2024	GIVERS LEGACY FOUNDATION INC; DECISION POINT MINISTRIES; VERTUASSETS FOUNDATION INC; AXIA INTERNATIONAL and 23 more
SERVANT FOUNDATION	DAF sponsor	$58,627,855	18	5	2018–2024	GIVERS LEGACY FOUNDATION INC; THE ELLIS FOUNDATION; THE CRYSTAL CHARITY BALL; THE SUMMIT FOUNDATION and 1 more
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one	DAF sponsor	$44,273,087	441	78	2016–2024	PARK CITY COMMUNITY FOUNDATION; SEATTLE INTERNATIONAL FOUNDATION; DAVID LYNCH FOUNDATION FOR CONSCIOUSNESS-BASED EDUCATION AND; NETA FOUNDATION INC and 74 more
GREATER HORIZONS	DAF sponsor	$37,359,896	17	4	2010–2024	COMMUNITY FOUNDATION OF NORTHWEST MISSOURI; LONG BEACH COMMUNITY FOUNDATION; DAVID LYNCH FOUNDATION FOR CONSCIOUSNESS-BASED EDUCATION AND; THE ELLIS FOUNDATION
COLUMBUS FOUNDATION	DAF sponsor	$23,643,778	931	7	2010–2024	NEW ALBANY COMMUNITY FOUNDATION; THE EDUCATION FOUNDATION OF COLLIER COUNTY INC; HELPING A HERO ORG; CHAUTAUQUA FOUNDATION INC and 3 more
DONOR ADVISED CHARITABLE GIVING	DAF sponsor	$21,648,993	361	73	2014–2024	AMERICAN FRIENDS OF THE ROYAL FOUNDATION OF THE DUKE AND DUCHESS; ADMIRALS COVE FOUNDATION INC; PARK CITY COMMUNITY FOUNDATION; THE SUMMIT FOUNDATION and 69 more
DOGWOOD HEALTH TRUST	Private foundation	$21,000,000	1	1	2024–2024	APPALACHIAN COMMUNITY CAPITAL DEVELOPMENT FOUNDATION
LILLY ENDOWMENT INC	Private foundation	$14,897,900	20	2	2014–2025	UNITY FOUNDATION OF LAPORTE COUNTY INC; FAYETTE COUNTY FOUNDATION INC
GATES FOUNDATION	Private foundation	$11,505,183	12	3	2011–2024	EAST LAKE FOUNDATION INC; SEATTLE INTERNATIONAL FOUNDATION; GREATER PHOENIX CHAMBER FOUNDATION
SILICON VALLEY COMMUNITY FOUNDATION	DAF sponsor	$9,962,650	23	9	2013–2024	AMERICAN FRIENDS OF THE ROYAL FOUNDATION OF THE DUKE AND DUCHESS; BORN THIS WAY FOUNDATION; SD FOUNDATION; APPALACHIAN COMMUNITY CAPITAL DEVELOPMENT FOUNDATION and 5 more
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC	DAF sponsor	$9,662,740	55	17	2017–2024	MONKS OF NORCIA FOUNDATION; COMMUNITY FOUNDATION OF SOUTHWEST LOUISIANA; THE RED SOX FOUNDATION INC; THE EDUCATION FOUNDATION OF COLLIER COUNTY INC and 13 more
CHRISTIAN COMMUNITY FOUNDATION INC	DAF sponsor	$9,649,658	7	3	2015–2024	NATIONAL FOUNDATION INC; MORIAH FOUNDATION; AXIA INTERNATIONAL
COMMUNITY FOUNDATION OF GREATER GREENSBORO INC	DAF sponsor	$9,423,944	2	2	2018–2021	ALAMANCE COMMUNITY FOUNDATION; PARK CITY COMMUNITY FOUNDATION
MOTHER CABRINI HEALTH FOUNDATION	Private foundation	$9,003,000	8	1	2019–2024	CABRINI MISSION FOUNDATION
THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC	DAF sponsor	$8,804,936	31	3	2010–2024	EAST LAKE FOUNDATION INC; ATLANTA WOMENS FOUNDATION INC; COMMUNITY FOUNDATION OF SOUTHWEST LOUISIANA

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $5,298,091 spent · pay $0 · grants $3,395,783 · events $0

Line	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments	$3,395,783	$3,395,783	-	-	64.1%
Payments to affiliates	$1,405,000	-	$459,481	$945,519	26.5%
Insurance	$430,083	-	-	$430,083	8.1%
Fees: investment management	$67,225	-	$67,225	-	1.3%
Total	$5,298,091				100%

View the filing

2023 · Form 990 · $4,190,763 spent · pay $0 · grants $2,761,000 · events $0

Line	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments	$2,751,000	$2,751,000	-	-	65.6%
Payments to affiliates	$714,000	-	$244,019	$469,981	17.0%
Insurance	$652,578	-	-	$652,578	15.6%
Fees: investment management	$63,185	-	$63,185	-	1.5%
Grants to US individuals	$10,000	$10,000	-	-	0.2%
Total	$4,190,763				100%

View the filing

2022 · Form 990 · $4,143,356 spent · pay $0 · grants $2,963,635 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$2,963,635	$2,963,635	-	-	71.5%
Insurance		$714,231	-	-	$714,231	17.2%
Other (as described)	BAD DEBT EXPENSE	$406,531	$406,531	-	-	9.8%
Fees: investment management		$58,959	-	$58,959	-	1.4%
Total		$4,143,356				100%

View the filing

2021 · Form 990 · $3,417,875 spent · pay $0 · grants $2,658,000 · events $0

Line	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments	$2,658,000	$2,658,000	-	-	77.8%
Insurance	$698,552	-	-	$698,552	20.4%
Fees: investment management	$61,323	-	$61,323	-	1.8%
Total	$3,417,875				100%

View the filing

2020 · Form 990 · $3,375,534 spent · pay $0 · grants $2,730,000 · events $0

Line	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments	$2,730,000	$2,730,000	-	-	80.9%
Insurance	$586,019	-	-	$586,019	17.4%
Fees: investment management	$58,357	-	$58,357	-	1.7%
Fees: legal	$1,158	-	$1,158	-	0.0%
Total	$3,375,534				100%

View the filing

2019 · Form 990 · $3,992,539 spent · pay $0 · grants $3,014,333 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$3,014,333	$3,014,333	-	-	75.5%
Insurance		$722,507	-	-	$722,507	18.1%
Other (as described)	BAD DEBT EXPENSE	$203,330	-	$203,330	-	5.1%
Fees: investment management		$52,369	-	$52,369	-	1.3%
Total		$3,992,539				100%

View the filing

2018 · Form 990 · $3,065,442 spent · pay $0 · grants $2,535,000 · events $80,196

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$2,535,000	$2,535,000	-	-	82.7%
Insurance		$479,257	-	-	$479,257	15.6%
Fees: investment management		$51,185	-	$51,185	-	1.7%
Fundraising events Event	direct expenses; gross income $19,500	$80,196				reported apart
Total		$3,065,442				100%

View the filing

2017 · Form 990 · $3,279,660 spent · pay $0 · grants $3,038,734 · events $0

Line	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments	$3,038,734	$3,038,734	-	-	92.7%
Insurance	$190,602	-	-	$190,602	5.8%
Fees: investment management	$50,324	-	$50,324	-	1.5%
Total	$3,279,660				100%

View the filing

2016 · Form 990 · $3,575,561 spent · pay $0 · grants $941,886 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Payments to affiliates		$1,420,820	$1,420,820	-	-	39.7%
Grants to US organizations and governments		$941,886	$941,886	-	-	26.3%
Fees: management		$517,636	-	$85,866	$431,770	14.5%
Other (as described)	CAMPAIGN EXPENSES	$501,355	-	-	$501,355	14.0%
Insurance		$150,161	-	-	$150,161	4.2%
Fees: investment management		$43,703	-	$43,703	-	1.2%
Total		$3,575,561				100%

View the filing

2015 · Form 990 · $2,786,088 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Payments to affiliates		$1,487,395	$1,487,395	-	-	53.4%
Other (as described)	CAMPAIGN EXPENSES	$840,990	-	-	$840,990	30.2%
Fees: management		$265,708	-	$20,347	$245,361	9.5%
Insurance		$152,872	-	-	$152,872	5.5%
Fees: investment management		$39,123	-	$39,123	-	1.4%
Total		$2,786,088				100%

View the filing

2014 · Form 990 · $2,213,051 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Payments to affiliates		$1,009,003	$1,009,003	-	-	45.6%
Other (as described)	CAMPAIGN EXPENSES	$670,000	-	-	$670,000	30.3%
Fees: management		$463,819	-	$130,204	$333,615	21.0%
Fees: investment management		$35,594	-	$35,594	-	1.6%
Insurance		$34,635	-	-	$34,635	1.6%
Total		$2,213,051				100%

View the filing

2013 · Form 990 · $1,908,936 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Payments to affiliates		$992,970	$992,970	-	-	52.0%
Fees: management		$783,081	-	$218,000	$565,081	41.0%
Fees: accounting		$78,208	-	-	$78,208	4.1%
Fees: investment management		$31,711	-	$31,711	-	1.7%
Insurance		$22,616	-	-	$22,616	1.2%
Other (as described)	PRINTING	$350	-	-	$350	0.0%
Total		$1,908,936				100%

View the filing

2012 · Form 990 · $1,508,887 spent · pay $0 · grants $0 · events $0

Line	Total	Program	Management	Fundraising	Share
Payments to affiliates	$845,748	$845,748	$0	$0	56.1%
Fees: management	$456,014	$0	$57,243	$398,771	30.2%
Fees: other services	$137,888	$0	$0	$137,888	9.1%
Insurance	$32,952	$0	$0	$32,952	2.2%
Fees: investment management	$25,770	$0	$25,770	$0	1.7%
Travel	$4,860	$0	$0	$4,860	0.3%
Advertising and promotion	$4,288	$0	$0	$4,288	0.3%
Office expenses	$1,367	$0	$67	$1,300	0.1%
Total	$1,508,887				100%

View the filing

2011 · Form 990 · $441,104 spent · pay $0 · grants $0 · events $0

Line	Total	Program	Management	Fundraising	Share
Fees: management	$193,909	-	$40,400	$153,509	44.0%
Payments to affiliates	$185,173	$185,173	-	-	42.0%
Fees: investment management	$34,396	-	$34,396	-	7.8%
Insurance	$14,292	-	-	$14,292	3.2%
Fees: other services	$13,334	-	$13,334	-	3.0%
Total	$441,104				100%

View the filing

Donor-advised funds

Donors to individual donor-advised funds are not public. These filings show what the sponsor reports, not who gave.

As reported on Schedule D Part I (and the Form 990 Part IV question “did the organization maintain donor advised funds”). Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Maintains DAFs	DAFs held	Contributions	Grants	Value at year end	Other funds held	Other contributions	Other grants	Other value at year end
2024 · Form 990 view filing
Yes	2	$261,413	$747,783	$510,262	-	-	-	-
2023 · Form 990 view filing
Yes	3	$3,051	$166,000	$996,632	-	-	-	-
2022 · Form 990 view filing
Yes	3	$2,815	$110,000	$1,021,939	-	-	-	-
2021 · Form 990 view filing
Yes	3	$250,514	$23,000	$1,003,819	-	-	-	-
2020 · Form 990 view filing
Yes	2	$214,810	$270,000	$930,826	-	-	-	-
2019 · Form 990 view filing
Yes	2	$606,030	$370,000	$912,264	-	-	-	-
2018 · Form 990 view filing
Yes	2	$508,804	-	$659,899	-	-	-	-
2017 · Form 990 view filing
Yes	2	$48,754	$20,000	$619,650	-	-	-	-
2016 · Form 990 view filing
Yes	2	$184,844	$250,000	$555,985	-	-	-	-