2023-05-15T13:01:58-05:00 2022-06-30 366055558 GRANT THORNTON LLP 100 E WISCONSIN AVE MILWAUKEE WI 53202 990 2021-07-01 756005352 UNITED WAY OF METROPOLITAN DALLAS INC UNIT 2149780000 1800 N LAMAR STREET DALLAS TX 75202 JANICE HARISSIS CFO 2149780000 2023-05-15 1 JANICE HARISSIS 999009999 MICHELLE L WEBER P00556798 4142898200 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JENNIFER SAMPSON 1800 N LAMAR STREET DALLAS TX 75202 65828216 0 X WWW.UNITEDWAYDALLAS.ORG X 1961 TX UNITED WAY OF METROPOLITAN DALLAS IS A SOCIAL CHANGE ORGANIZATION (CONTINUED IN SCHEDULE O) THAT UNITES THE COMMUNITY TO CREATE OPPORTUNITY AND ACCESS FOR ALL NORTH TEXANS TO THRIVE, CHALLENGING THE SYSTEMIC BARRIERS ASSOCIATED WITH RACE, INCOME INEQUALITY, AND EDUCATION SHORTCOMINGS. TOGETHER WITH OUR COMMITTED CHANGE-SEEKERS, WE ARE MOBILIZING A MOVEMENT FOR LASTING CHANGE TO ENSURE ALL OUR NEIGHBORS HAVE ACCESS TO EDUCATION, INCOME AND HEALTH - THE BUILDING BLOCKS OF OPPORTUNITY. 25 25 135 4082 0 0 59237501 62583431 0 0 105229 -6890 1922589 494118 61265319 63070659 43217445 45892818 0 0 9505860 9123598 0 0 6538935 6327163 8996172 59050468 64012588 2214851 -941929 52867984 43656559 18102673 13081730 34765311 30574829 X UWMD IS A COMMUNITY-BASED SOCIAL CHANGE ORGANIZATION THAT BELIEVES IN THE POWER OF UNITY TO CREATE LASTING CHANGE. FOR OVER 90 YEARS, WE'VE LED THE CHARGE TO STRENGTHEN EDUCATION, INCOME AND HEALTH-THE BUILDING BLOCKS OF OPPORTUNITY. (CONTINUED IN SCHEDULE O)UWMD HAS THE ASPIRATION THAT EVERY NORTH TEXAN, REGARDLESS OF RACE OR ZIP CODE, SHOULD HAVE THE OPPORTUNITY AND ACCESS TO REACH THEIR FULL POTENTIAL. IN EDUCATION WE SEEK TO GIVE KIDS A STRONG START, PROVIDE QUALITY OUT-OF-SCHOOL TIME, AND STRONG PATHWAYS THROUGH HIGH SCHOOL TO COLLEGE AND CAREER. IN INCOME WE INVEST IN PROGRAMS THAT HELP NORTH TEXANS GET AND KEEP BETTER JOBS, ESTABLISH SAVINGS, AND HOLD ON TO MORE OF WHAT THEY EARN. IN HEALTH WE CREATE, LEAD, AND INVEST IN PROGRAMS THAT ENABLE RESIDENTS TO GET AND STAY HEALTHY. 0 0 32265842 27112598 UWMD BUILDS AND ADMINISTERS COLLABORATIVE PROGRAMS AND INITIATIVES THAT ENSURE MORE STUDENTS GRADUATE READY TO SUCCEED, ENABLE MORE FAMILIES TO BECOME FINANCIALLY STABLE, AND GIVE PEOPLE THE TOOLS TO LEAD HEALTHY, PRODUCTIVE LIVES. EXAMPLES INCLUDE: 1. PATHWAYS TO ECONOMIC MOBILITY HELPS FAMILIES INCREASE SAVINGS, IMPROVE CREDIT SCORES, REDUCE DEBT, AND AVOID PREDATORY LENDING PRODUCTS. IN FISCAL YEAR 2021-2022, OVER 60,000 PEOPLE ACCESSED FINANCIAL CAPABILITY SERVICES THROUGH UNITED WAY, INCLUDING 6,000 THAT PARTICIPATED IN ONE-ON-ONE FINANCIAL COACHING. OUR FREE TAX PREPARATION PROGRAM HELPED ALMOST 4,000 PEOPLE OBTAIN $8.6 MILLION IN REFUNDS. (CONTINUED IN SCHEDULE O)UNITED WAY INCREASED ACCESS TO CREDIT-BUILDING LOANS AND COLLEGE SAVINGS ACCOUNTS, ADDING 176 CAPITAL GOOD FUND LOANS AND 230 NEW DOLLARS FOR COLLEGE ACCOUNTS. OUR FINANCIAL INCLUSION ROUNDTABLE PROVIDED CAPABILITY BUILDING AND NETWORKING OPPORTUNITIES FOR MORE THAN 50 COMMUNITY ORGANIZATIONS AND FINANCIAL INSTITUTIONS IN THE REGION. 2. PATHWAYS TO WORK EQUIPS YOUNG ADULTS FOR LIVING WAGE JOBS AND ADVANCES WORKFORCE EQUITY IN THE DALLAS REGION. IN FISCAL YEAR 2021-2022, 21,400 INDIVIDUALS PARTICIPATED IN EMPLOYMENT SERVICES, WITH 1,600 COMPLETING VOCATIONAL TRAINING AND ALMOST 3,000 PLACED IN JOBS. PATHWAYS TO WORK ENGAGED FORTY PROGRAM PARTNERS, INCLUDING TRAINING PROVIDERS, EMPLOYERS AND INDUSTRY ASSOCIATIONS TO DRIVE IMPROVEMENTS IN LOCAL WORKFORCE OUTCOMES. 3. DIGITAL CONNECTIONS IS AN INITIATIVE TO BRIDGE THE DIGITAL DIVIDE BY PROVIDING THOUSANDS OF FREE DEVICES, TECH SUPPORT, AND DIGITAL LITERACY TO RESIDENTS IN SOUTHERN DALLAS. THE GOAL OF THE PROGRAM IS TO HELP STUDENTS IN DALLAS NEIGHBORHOODS ENGAGE IN ONLINE LEARNING AND SET THEM UP FOR SUCCESS IN TODAY'S DIGITAL SCHOOL AND JOB ENVIRONMENTS, WHILE ALSO PROVIDING FAMILIES WITH ACCESS TO ESSENTIAL RESOURCES, LIKE ONLINE JOB PORTALS, TELEMEDICINE, ONLINE BANKING, AND MORE. UNITED WAY OF METROPOLITAN DALLAS PARTNERED WITH AT&T, COMPUDOPT, AND CARDBOARD PROJECT TO PROVIDE MORE THAN 2,000 REFURBISHED LAPTOPS, DIGITAL LITERACY CLASSES, AND TECHNOLOGY SUPPORT TO K-12 STUDENTS, YOUNG ADULTS, AND FAMILIES ACROSS VARIOUS LOCATIONS IN SOUTHERN DALLAS. 4. SOUTHERN DALLAS THRIVES IS A TARGETED INITIATIVE ADVANCING OUR MISSION AND IMPACT WITH A FOCUS ON PROVIDING CRITICAL SERVICES, RESOURCES, AND SUPPORTS IN COMMUNITIES THAT HAVE BEEN UNDER-RESOURCED, UNDER-SERVED, AND DISPROPORTIONATELY IMPACTED BY LONG-TERM SYSTEMIC AND SYSTEMATIC RACISM. THROUGH THE SOUTHERN DALLAS THRIVES INITIATIVE, UNITED WAY OF METROPOLITAN DALLAS AIMS TO BRING RESIDENTS, CORPORATIONS, SERVICE PROVIDERS, EDUCATORS, FUNDERS, AND CIVIC LEADERS TOGETHER TO CONTINUOUSLY IDENTIFY AND ASSESS ASSETS AND NEEDS AND LEVERAGE RESOURCES TO BUILD AN INCLUSIVE ECONOMY IN SOUTHERN DALLAS. OUR GOAL IS TO ADVANCE LONG TERM, SUSTAINABLE ECONOMIC MOBILITY WITHIN TARGETED COMMUNITIES FOR FAMILIES. 5. UNITED WAY SOCIAL INNOVATION LAB IS A CONTINUUM OF CAPACITY BUILDING PROGRAMS FOR SOCIAL ENTREPRENEURS IN EDUCATION, INCOME AND HEALTH. THE LAB CURRENTLY INCLUDES THE INCUBATOR (EARLY-STAGE), ACCELERATOR (MID-STAGE) AND ALUMNI PROGRAMS (SERVING GRADUATES OF THE INCUBATOR AND ACCELERATOR). BOTH THE INCUBATOR AND ACCELERATOR ARE MENTOR-DRIVEN PROGRAMS THAT INVEST IN ORGANIZATIONS THAT ARE FOCUSED ON IMPLEMENTING NOVEL SOLUTIONS TO COMMUNITY CHALLENGES THROUGH SEED FUNDING, INTENSIVE PROFESSIONAL DEVELOPMENT, MENTORSHIP AND COACHING, AND INCREASED VISIBILITY OPPORTUNITIES. THE ALUMNI PROGRAM, WHICH IS JUST LAUNCHING THIS YEAR, WILL FEATURE OPPORTUNITIES FOR ADDITIONAL INVESTMENTS OF FINANCIAL CAPITAL, HUMAN CAPITAL, AND SOCIAL CAPITAL AND OPPORTUNITIES FOR NETWORKING, CROSS-POLLINATION, AND COMMUNITY-BUILDING. IN FISCAL YEAR 2021-2022 THE PROGRAMS SUPPORTED 19 INCUBATOR FELLOWS GIVING $57,500 IN PROGRAM PAYMENTS AND AWARDS IN ADDITION TO 10 ACCELERATOR FELLOWS GIVING $520,000 IN PROGRAM PAYMENTS AND AWARDS. 6. THE TEXAS HOME VISITING PROGRAM, FUNDED BY THE TEXAS DEPARTMENT OF FAMILY AND PROTECTIVE SERVICES (DFPS), HELPS GOOD PEOPLE BECOME GREAT PARENTS. THIS PROGRAM MATCHES DALLAS COUNTY AND COLLIN COUNTY FAMILIES WITH A TRAINED HOME VISITOR, A NURSE, EXPERIENCED PARENT, TRAINED PROFESSIONAL OR VOLUNTEER TO ANSWER QUESTIONS, OFFER ADVICE, PROVIDE SUPPORT, AND TEACH PARENTS HOW TO PREPARE THEIR KIDS FOR KINDERGARTEN. IN 2020-2021, 816 FAMILIES RECEIVED HOME VISIT PROGRAM SERVICES. 7. THE HEALTHY OUTCOMES THROUGH PREVENTION AND EARLY INTERVENTION SUPPORT (HOPES) PROGRAM, FUNDED BY THE TEXAS DEPARTMENT OF FAMILY AND PROTECTIVE SERVICES (DFPS), HELPS DALLAS COUNTY PARENTS CREATE HOME ENVIRONMENTS IN WHICH YOUNG CHILDREN CAN THRIVE. WORKING WITH CLINICS, ORGANIZATIONS, AND GOVERNMENT AGENCIES, THE PROGRAM'S STAFF HELPS FAMILIES RECEIVE INSTRUCTION, SUPPORT, AND COMMUNITY RESOURCES. APPROXIMATELY 523 FAMILIES RECEIVED DIRECT PARENT EDUCATION PROGRAM SERVICES DURING FISCAL YEAR 2020-2021. ADDITIONALLY, 967 FAMILIES RECEIVED SERVICE SUPPORT REFERRALS THROUGH THE HOPES PROGRAM. 8. NORTH TEXAS SUMMER AND SUPPER COUNCIL, A MEMBER-LED COALITION OF NORTH TEXAS ORGANIZATIONS WORKING TO BUILD CAPACITY AND INCREASE AWARENESS OF THE ISSUE OF CHILD HUNGER INSECURITY AND ACCESS. THE GOAL OF THE COUNCIL IS TO PROVIDE A SUPPORTIVE COLLABORATIVE AIMED AT INCREASING THE CAPACITY AND RESOURCES AVAILABLE TO ORGANIZATIONS WHO PROVIDE FEDERALLY FUNDED CHILD NUTRITION PROGRAMS WITHIN LOCAL COMMUNITIES. THE COUNCIL DRAWS UPON A MYRIAD OF BEST PRACTICES AND IMPLEMENTATION TECHNIQUES TO BETTER EQUIP CONTRACTING ENTITIES IN HIGH NEED AREAS WITH TOOLS FOR SUCCESS, WHILE OFFERING A COLLABORATIVE ENVIRONMENT FOR OPEN DIALOGUE. 9. THE NONPROFIT SUCCESS INSTITUTE STRENGTHENS AND SUPPORTS ORGANIZATIONS AND NONPROFITS AT DIFFERENT STAGES OF GROWTH IN COLLIN COUNTY. IN PARTNERSHIP WITH COMMUNITIES FOUNDATION OF TEXAS AND TOYOTA OF NORTH AMERICA, THIS PROGRAM PROVIDES TRAINING AND RESOURCES TO ENABLE SMALL AND MEDIUM SIZED NONPROFITS, CHURCHES, AND ORGANIZATIONS TO OPERATE MORE EFFICIENTLY, INCREASE THEIR IMPACT, AND GAIN ACCESS TO CAPITAL. IN FISCAL YEAR 2021-2022 THE PROGRAM SUPPORTED AND INVESTED IN NINE ORGANIZATIONS. 10. THE DALLAS RENTAL ASSISTANCE COLLABORATIVE (DRAC) IS FUNDED WITH THE TREASURY DEPARTMENT'S EMERGENCY RENTAL ASSISTANCE PROGRAM (ERAP) AND SERVES HOUSEHOLDS WITHIN THE CITY OF DALLAS WHO HAVE BEEN AFFECTED BY COVID IN SOME FORM, FINANCIALLY. IN PARTNERSHIP WITH 15 NONPROFIT ORGANIZATIONS UNITED WAY HAS SERVED 7,239 HOUSEHOLDS AND DISTRIBUTED $31,044,555.49 FROM JUNE 2020 - DECEMBER 2022. IN ADDITION TO DISTRIBUTING FUNDS, UNITED WAY HAS ALSO ESTABLISHED AN EXTENSIVE RENTAL ASSISTANCE NAVIGATION SYSTEM WITHIN DRAC TO ALLOW THE MOST VULNERABLE HOUSEHOLDS IN NEED, THOSE EVICTED WITH A COURT ORDER, TO RECEIVE FAST AND EFFECTIVE SERVICES TO AVOID EVICTION. 17933719 15108000 WE COLLABORATED WITH A BROAD SPECTRUM OF COMMUNITY PARTNERS TO DEVELOP OUR ASPIRE 2030 GOALS: OUR NORTH STAR FOR DRIVING TRANSFORMATIONAL CHANGE AND ADVANCING RACIAL EQUITY IN EDUCATION, INCOME, AND HEALTH ACROSS NORTH TEXAS THROUGH THE YEAR 2030. IN EDUCATION WE SEEK TO INCREASE BY 50% THE NUMBER OF NORTH TEXAS STUDENTS READING ON GRADE LEVEL BY THIRD GRADE. IN INCOME WE SEEK TO INCREASE THE NUMBER OF NORTH TEXAS YOUNG ADULTS WHO EARN A LIVING WAGE BY 20%. IN HEALTH WE SEEK TO INCREASE TO 96% THE NUMBER OF NORTH TEXANS WITH ACCESS TO AFFORDABLE HEALTH CARE INSURANCE. (CONTINUED IN SCHEDULE O) IN FISCAL YEAR 2021-2022, UNITED WAY OF METROPOLITAN DALLAS CREATED POSITIVE IMPACT ON THE LIVES OF MORE THAN 1.5 MILLION NORTH TEXANS AND INVESTED IN 118 EXCEPTIONAL EDUCATION, INCOME, AND HEALTH ORGANIZATIONS THROUGH OUR COMMUNITY IMPACT GRANTS. EDUCATION 840,000 STUDENTS LAID THE GROUNDWORK FOR CONTINUED EDUCATIONAL SUCCESS.INCOME265,000 NORTH TEXANS RECEIVED ASSISTANCE TO GET AND KEEP BETTER JOBS AND BUILD SAVINGS FOR THE FUTURE. HEALTH 385,000 NEIGHBORS GAINED ACCESS TO THE HEALTH AND WELLNESS RESOURCES THEY NEED TO LIVE LONGER, HEALTHIER LIVES. 3672220 3672220 461344 UNITED WAY OF METROPOLITAN DALLAS, INC. ENABLES DONORS TO DESIGNATE THEIR GIFTS TO OTHER UNITED WAYS OR TO SPECIFIC AGENCIES. IN FISCAL YEAR 2021-2022, UNITED WAY OF METROPOLITAN DALLAS, INC. PROCESSED $3,672,220 IN DESIGNATIONS. 53871781 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 54 0 1 135 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X JANICE HARISSIS 2149780000 1800 N LAMAR STREET DALLAS TX 75202 CHARLENE LAKE BOARD CHAIR 5.00 0.00 X X 0 0 0 TERRI WEST UWFMD CHAIR/COMP. CHR (AS OF 1/22) 2.00 5.00 X X 0 0 0 STEVEN WILLIAMS AT-LRG MEM (THRU)/VC (AS OF 1/22) 5.00 0.00 X X 0 0 0 JAMES HINTON VICE CHAIR/COMP. CHR (THRU 12/21) 2.00 0.00 X X 0 0 0 MICHELLE VOPNI TREASURER 5.00 0.00 X X 0 0 0 DAN BERNER AT-LARGE MEMBER 2.00 0.00 X 0 0 0 KARL BOVEE AT-LARGE MEMBER 2.00 0.00 X 0 0 0 ANTONIO CARRILLO AT-LARGE MEMBER 2.00 0.00 X 0 0 0 JORGE CORRAL AT-LARGE MEMBER 2.00 0.00 X 0 0 0 RICHARD FEDOCK AUDIT AND ETHICS CHAIR 5.00 0.00 X 0 0 0 REGEN HORCHOW AT-LARGE MEMBER 2.00 0.00 X 0 0 0 SCOTT HUDSON AT-LARGE MEMBER 2.00 0.00 X 0 0 0 CHRISTY ALKIDAS JACOBY AT-LARGE MEMBER (AS OF 01/22) 2.00 0.00 X 0 0 0 DAVID MARTIN AT-LARGE MEMBER 2.00 0.00 X 0 0 0 GAIL MCDONALD AT-LARGE MEMBER 2.00 0.00 X 0 0 0 SCOTT MOORE AT-LARGE MEMBER 2.00 0.00 X 0 0 0 JOHN OLAJIDE AT-LARGE MEMBER 2.00 0.00 X 0 0 0 DAVID PARK AT-LARGE MEMBER 2.00 0.00 X 0 0 0 SANDRA PHILLIPS ROGERS AT-LARGE MEMBER 2.00 0.00 X 0 0 0 LORI RYERKERK AT-LARGE MEMBER 2.00 0.00 X 0 0 0 JENNIFER SAENZ AT-LARGE MEMBER 2.00 0.00 X 0 0 0 JEAN SAVAGE AT-LARGE MEMBER 2.00 0.00 X 0 0 0 PETER SEFZIK AT-LARGE MEMBER 2.00 0.00 X 0 0 0 JULIE VAN HAREN RESOURCE DEVELOPMENT CHAIR 5.00 0.00 X 0 0 0 BOB WRIGHT COMMUNITY IMPACT CHAIR 5.00 0.00 X 0 0 0 CHRIS WYSE AT-LARGE MEMBER (AS OF 01/22) 2.00 0.00 X 0 0 0 JENNIFER SAMPSON PRESIDENT AND CEO 32.00 8.00 X 615006 0 128036 SUSAN E PEEK CHIEF IMPACT/STRATEGY OFFICER 34.00 6.00 X 448626 0 45387 JANICE W HARISSIS CHIEF FINANCIAL OFFICER 38.00 2.00 X 315012 0 17771 JENNIFER A REEVES CORPORATE SECRETARY 40.00 0.00 X 93536 0 28271 ASHLEY O BRUNDAGE EXEC. DIRECTOR, HOUSING STABILITY 40.00 0.00 X 189939 0 45004 SUSAN D HUTCHESON VP, LEADERSHIP GIVING 40.00 0.00 X 142607 0 41361 CANDACE C BARNES SVP, HUMAN RESOURCES 40.00 0.00 X 136877 0 43146 ANGELA FLOYD VP, IT & GIFT PROCESSING 40.00 0.00 X 134328 0 30125 ANN C MONTGOMERY VP, INNOVATION AND DESIGN 40.00 0.00 X 129421 0 16752 DEAN A JENKS SR. DIRECTOR, CORP. ENGAGEMENT 40.00 0.00 X 129654 0 9173 2335006 0 405026 28 0 1 0 HEARTS AND SCIENCE LLC 200 VARICK STREET 11TH FLOOR NEW YORK NY 10014 ADVERTISING & MEDIA SERVICES 281098 LEGENDS HOSPITALITYLLC 1 ATT WAY ARLINGTON TX 76011 EVENT PLANNING 238604 FERST FOUNDATION FOR CHILDHOOD LITERACY 237 N SECOND STREET MADISON GA 30650 PROGRAM IMPL & OVERSIGHT 221321 CYNTHIA ROUND 333 WEST 86TH STREET APT 1607 NEW YORK NY 10024 CONSULTING SERVICES 212676 GOODR FOUNDATION 691 JOHN WESLEY DOBBS AVE NE SUIT ATLANTA GA 30312 POP-UP PROVIDER 200000 11 X 197637 2645000 27806054 31934740 2226444 62583431 21718 21718 2728949 2730632 26925 -1683 -26925 -28608 -28608 DESIGNATION PROCESSING FEES 561000 461344 461344 FLEX CREDITS 900099 14500 14500 INSURANCE REIMBURSEMENT 900099 4750 4750 13524 13524 494118 63070659 461344 0 25884 44377524 44377524 1515294 1515294 1928012 833835 379049 715128 5498491 1776256 1606376 2115859 210672 82757 44876 83039 878518 362221 301686 214611 607905 273946 114459 219500 6860 6860 210627 46997 120443 43187 1734406 841827 581640 310939 979847 664761 8711 306375 624685 42917 74472 507296 2412477 989999 157729 1264749 455174 323698 41370 90106 38090 22868 6753 8469 765067 292794 11264 461009 12543 9407 1035 2101 848421 709534 55487 83400 712022 595464 46566 69992 86608 65844 6852 13912 MEMBERSHIP DUES 38036 24116 11529 2391 EXTERNAL GIFTS 32657 7622 7321 17714 EMPLOYEE RELATIONS 26283 9597 10558 6128 SUBSCRIPTIONS & PUBL. 9908 2503 4375 3030 2461 2461 64012588 53871781 3601872 6538935 11860175 4935569 6353458 4427382 14145173 14601108 401572 1451998 13510287 9341020 4794791 4169267 484660 0 14828155 14071235 52867984 43656559 7411724 3942811 7450000 5000000 1653966 0 1586983 4138919 18102673 13081730 X 14450136 13087930 20315175 17486899 34765311 30574829 52867984 43656559 X -941929 -27177 -3221376 X 0 1 X 1 1 1 X 56302770 63322626 53655309 57871691 62583431 293735827 56302770 63322626 53655309 57871691 62583431 293735827 54829180 238906647 163334 262509 162532 105229 21718 715322 90631 16641 89810 116588 32774 346444 294797593 5805492 0.81040 0.75310 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2017 AMOUNT: $ 30. 2018 AMOUNT: $ 914. 2019 AMOUNT: $ 3,386. 2020 AMOUNT: $ 18,933. 2021 AMOUNT: $ 13,524. FLEX CREDIT - 2017 AMOUNT: $ 25,682. 2018 AMOUNT: $ 9,295. 2019 AMOUNT: $ 52,919. 2020 AMOUNT: $ 46,656. 2021 AMOUNT: $ 14,500. INSURANCE COMPANY DIVIDEND - 2017 AMOUNT: $ 8,989. 2018 AMOUNT: $ 6,432. 2019 AMOUNT: $ 13,523. 2020 AMOUNT: $ 43,559. 2021 AMOUNT: $ 4,750. GROSS FUNDRAISING REVENUE - 2017 AMOUNT: $ 55,930. DEFERRED COMPENSATION - 2019 AMOUNT: $ 19,982. 2020 AMOUNT: $ 7,440. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 180649 0 5000 0 185649 0 63826939 0 64012588 0 1000000 0 250000 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 219009 246022 216716 185649 867396 250000 250000 250000 250000 1000000 1500000 218936 241022 211716 180649 852323 54572331 2806865 -7728000 2111160 47540036 43865673 1376636 12536616 3206594 54572331 47147486 2242870 1682382 3182266 4024799 43865673 45173952 1799685 2761370 2587521 47147486 41867356 3258494 3137160 3089058 45173952 0.50680 0.47580 0.01740 0 1 1 211259 211259 8759373 5822282 2937091 1299193 657547 641646 2497314 2166072 331242 743148 695119 48029 4169267 BENEFICIAL INTEREST IN TRUSTS 10790607 DUE FROM UNITED WAY FOUNDATION 3097705 DEFERRED COMPENSATION 182923 14071235 DUE TO UNITED WAY FOUNDATION 2610836 DONOR DESIGNATIONS 1528083 4138919 X 57494271 -27177 289725 -5865861 -5603313 63097584 -26925 -26925 63070659 61684753 289725 -3645295 -3355570 65040323 -1027735 -1027735 64012588 PART V, LINE 4: INTENDED USE OF ENDOWMENT FUNDS UWMD IS A BENEFICIARY OF THE UNITED WAY FOUNDATION OF METROPOLITAN DALLAS'S ENDOWMENT AS A SUPPORTED ORGANIZATION. THE ENDOWMENT FUNDS ARE ESTABLISHED FOR THE EXCLUSIVE PURPOSE OF THE DONORS AND TO SUPPORT THE PROGRAM INITIATIVES OF UWMD. PART X, LINE 2: LIABILITY FOR UNCERTAIN TAX POSITIONS (ASC 740) BOTH UNITED WAY AND THE FOUNDATION ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THUS, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. UNITED WAY AND THE FOUNDATION FOLLOW THE ACCOUNTING GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, RECOGNIZING THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE-LIKELY-THAN-NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. UNITED WAY AND THE FOUNDATION APPLIED THE UNCERTAIN TAX POSITION GUIDANCE TO ALL TAX POSITIONS FOR WHICH THE STATUTE OF LIMITATIONS REMAINED OPEN AND DETERMINED THERE WERE NO MATERIAL UNRECOGNIZED TAX BENEFITS AS OF THAT DATE. UNITED WAY AND THE FOUNDATION DO NOT BELIEVE THERE IS ANY UNCERTAINTY WITH RESPECT TO THE TAX POSITION WHICH WOULD RESULT IN A MATERIAL CHANGE TO THE FINANCIAL STATEMENTS. UNITED WAY AND THE FOUNDATION ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES TO THE EXTENT THEY HAVE UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH THE GUIDANCE FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THAT THERE ARE NO MATERIAL INCOME TAX EFFECTS WITH RESPECT TO ITS FINANCIAL STATEMENTS. MANAGEMENT HAS DETERMINED THAT THERE IS NO MATERIAL UNRELATED BUSINESS INCOME TO REPORT FOR UNITED WAY OR THE FOUNDATION AND HAS NOT HISTORICALLY FILED UNRELATED BUSINESS INCOME TAX RETURNS. THEREFORE, TAX YEARS REMAIN OPEN FOR YEARS IN WHICH AN INCOME TAX RETURN HAS NOT BEEN FILED. THERE WAS NO INTEREST RELATED TO INCOME TAXES THAT HAS BEEN ACCRUED OR RECOGNIZED AS OF AND FOR THE YEARS ENDED JUNE 30, 2022 AND 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: DESIGNATIONS TO AGENCIES -5,682,964. CHANGE OF INTEREST HELD IN TRUSTS -1,210,632. EMPLOYEE RETENTION CREDIT 1,027,735. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSALS -26,925. PART XII, LINE 2D - OTHER ADJUSTMENTS: DESIGNATIONS TO AGENCIES -3,672,220. LOSS ON DISPOSAL 26,925. PART XII, LINE 4B - OTHER ADJUSTMENTS: EMPLOYEE RETENTION CREDIT -1,027,735. RECONCILIATION OF ASSETS AND LIABILITIES TO FINANCIALS: UWMD IS A BENEFICIARY OF THE UNITED WAY FOUNDATION OF METROPOLITAN DALLAS (FOUNDATION) AS A SUPPORTED ORGANIZATION. THE FOUNDATION FUNDS ARE ESTABLISHED FOR THE EXCLUSIVE PURPOSE OF THE DONORS AND TO SUPPORT THE PROGRAM INITIATIVES OF UWMD. UWMD UWFMD ELIMINATIONS CONSOLIDATED TOTAL ASSETS 43,656,559 57,626,960 (5,708,541) 95,574,978 TOTAL LIABILITIES 13,081,730 3,563,205 (5,708,541) 10,936,394 NET ASSETS 30,574,829 54,063,755 0 84,638,584 1 2 INSPIRE PEACE INC 1409 S LAMAR STREET 211 DALLAS TX 75208 843727348 501(C)(3) 17150 0 PROGRAM OPS COST ABIDE WOMEN'S HEALTH SERVICES 2612 MARTIN LUTHER KING JR DALLAS TX 75215 823303040 501(C)(3) 61615 0 PROGRAM OPS COST ADVOCATE FOUNDATION DBA DALLAS FREE PRESS 6301 GASTON AVE SUITE 820 DALLAS TX 75214 205245262 501(C)(3) 27500 0 PROGRAM OPS COST AES LITERACY INSTITUTE 8204 ELMBROOK DR STE 221 DALLAS TX 75247 833899952 501(C)(3) 145000 0 PROGRAM OPS COST AFTER8TOEDUCATE 2904 FLOYD ST SUITE B DALLAS TX 75230 823145228 501(C)(3) 25000 0 PROGRAM OPS COST AFTER-SCHOOL ALL-STARS NORTH TEXAS 2902 SWISS AVE DALLAS TX 75204 954441208 501(C)(3) 142500 0 PROGRAM OPS COST AGAPE RESOURCE & ASSISTANCE CENTER INC 1315 19TH ST SUITE 3A PLANO TX 75074 752942035 501(C)(3) 62500 0 PROGRAM OPS COST ARK OF HOPE INC 701 ASHBURY DRIVE MIDLOTHIAN TX 76065 352528153 501(C)(3) 25000 0 PROGRAM OPS COST ARTIST OUTREACH INC DBA THE ARTIST OUTREACH 10000 NORTH CENTRAL EXPRESSWAY SUITE 400 DALLAS TX 75231 460638240 501(C)(3) 50000 0 PROGRAM OPS COST ASSISTANCE CENTER OF COLLIN COUNTY 900 E 18TH STREET PLANO TX 75074 751550604 501(C)(3) 10000 0 PROGRAM OPS COST AUSTIN STREET CENTER PO BOX 151085 DALLAS TX 75315 751881365 501(C)(3) 42329 0 PROGRAM OPS COST AVANCE DALLAS 2060 SINGLETON BLVD STE 103 DALLAS TX 75212 752699260 501(C)(3) 463758 0 PROGRAM OPS COST BACHMAN LAKE TOGETHER 9507 OVERLAKE DR DALLAS TX 75220 814526609 501(C)(3) 27500 0 PROGRAM OPS COST BAYLOR HEALTH CARE SYSTEM DALLAS FOUNDATION 301 N WASHINGTON AVE DALLAS TX 75246 751606705 501(C)(3) 97500 0 PROGRAM OPS COST BAYLOR UNIVERSITY 1111 W MOCKINGBIRD LANE SUITE 1350 DALLAS TX 75247 741159753 501(C)(3) 81000 0 PROGRAM OPS COST BEACON HILL PREPARATORY INSTITUTE 1402 CORINTH STREET SUITE 257 DALLAS TX 75215 421624235 501(C)(3) 156667 0 PROGRAM OPS COST BIG BROTHERS BIG SISTERS LONE STAR 450 E JOHN CARPENTER FREEWAY SUITE 300 IRVING TX 75062 750800632 501(C)(3) 110000 0 PROGRAM OPS COST BIG THOUGHT 1409 S LAMAR STE 1015 DALLAS TX 75215 752170035 501(C)(3) 27500 0 PROGRAM OPS COST BLACK HEART ASSOCIATION 1029 KAYLIE ST GRAND PRAIRIE TX 75052 821011939 501(C)(3) 25000 0 PROGRAM OPS COST BOYS & GIRLS CLUBS OF COLLIN COUNTY 701 S CHURCH ST MCKINNEY TX 75069 751296869 501(C)(3) 60000 0 PROGRAM OPS COST BOYS & GIRLS CLUBS OF GREATER DALLAS 4816 WORTH STREET DALLAS TX 75246 751152657 501(C)(3) 235000 0 PROGRAM OPS COST BROTHER BILL'S HELPING HAND 3906 N WESTMORELAND DALLAS TX 75212 756027740 501(C)(3) 1876310 0 PROGRAM OPS COST BT FOUNDRY 4222 MAIN ST DALLAS TX 75226 301154635 501(C)(3) 25000 0 PROGRAM OPS COST CAFE MOMENTUM 1510 PACIFIC AVE DALLAS TX 75201 320384561 501(C)(3) 27500 0 PROGRAM OPS COST CARDBOARD PROJECT 4008 CAVALRY DR PLANO TX 75023 814431217 501(C)(3) 107000 0 PROGRAM OPS COST CASA OF COLLIN COUNTY 101 E DAVIS STREET MCKINNEY TX 75069 752391961 501(C)(3) 12500 0 PROGRAM OPS COST CASA OF DENTON COUNTY INC 614 N BELL AVE DENTON TX 76209 752417472 501(C)(3) 12500 0 PROGRAM OPS COST CATCH UP & READ 3001 KNOX ST SUITE 207 DALLAS TX 75205 453533496 501(C)(3) 47500 0 PROGRAM OPS COST CATHOLIC CHARITIES OF DALLAS INC (4240) 1421 W MOCKINGBIRD LANE DALLAS TX 75247 752745221 501(C)(3) 1634691 0 PROGRAM OPS COST CEDAR HILL INDEPENDENT SCHOOL DISTRICT 285 UPTOWN BLVD BLDG 300 CEDAR HILL TX 75104 756000346 501(C)(3) 91950 0 PROGRAM OPS COST CHILD AND FAMILY GUIDANCE CENTERS 8915 HARRY HINES BLVD DALLAS TX 752351717 750800630 501(C)(3) 155000 0 PROGRAM OPS COST CHILD POVERTY ACTION LAB 1808 S GOOD LATIMEREXPY SUITE 102 DALLAS TX 75246 473863079 501(C)(3) 39000 0 PROGRAM OPS COST CHILDCAREGROUP 1420 W MOCKINGBIRD LANE SUITE 300 DALLAS TX 75247 750800634 501(C)(3) 1322435 0 PROGRAM OPS COST CHILDREN FIRST INC 202 COLLEGE STREET GRAND PRAIRIE TX 75050 752100237 501(C)(3) 15000 0 PROGRAM OPS COST CHILDREN'S ADVOCACY CENTER FOR NORTH TEXAS 1854 CAIN DRIVE LEWISVILLE TX 75077 752559765 501(C)(3) 42500 0 PROGRAM OPS COST CHILDREN'S ADVOCACY CENTER FOR ROCKWALL COUNTY 1350 E WASHINGTON STREET ROCKWALL TX 75087 474946358 501(C)(3) 42500 0 PROGRAM OPS COST CHILDREN'S ADVOCACY CENTER OF COLLIN COUNTY 2205 LOS RIOS BOULEVARD PLANO TX 75074 752389095 501(C)(3) 110000 0 PROGRAM OPS COST CHILDREN'S MEDICAL CENTER FOUNDATION 1935 MEDICAL DISTRICT DR DALLAS TX 75235 752062015 501(C)(3) 148400 0 PROGRAM OPS COST CHOCOLATE MINT FOUNDATION 201 EXECUTIVE WAY DESOTO TX 75115 271589053 501(C)(3) 2464160 0 PROGRAM OPS COST CHRISTIAN COMMUNITY ACTION 200 SOUTH MILL STREET LEWISVILLE TX 75057 237319371 501(C)(3) 25000 0 PROGRAM OPS COST CIRCLE TEN COUNCIL BOY SCOUTS OF AMERICA 8605 HARRY HINES BOULEVARD DALLAS TX 75235 750800615 501(C)(3) 65000 0 PROGRAM OPS COST CITY HOUSE 830 CENTRAL PKWY EAST SUITE 350 PLANO TX 75074 752213291 501(C)(3) 15000 0 PROGRAM OPS COST CITY YEAR INC 1201 MAIN STREET SUITE 1300 DALLAS TX 75218 222882549 501(C)(3) 85000 0 PROGRAM OPS COST CITYSQUARE PO BOX 140024 DALLAS TX 75214 752332948 501(C)(3) 3078840 0 PROGRAM OPS COST COMBINED ARMS 2929 MCKINNEY ST HOUSTON TX 77042 475648923 501(C)(3) 25000 0 PROGRAM OPS COST COMMIT 3800 MAPLE AVENUE SUITE 800 DALLAS TX 75219 800790222 501(C)(3) 70000 0 PROGRAM OPS COST COMMUNITIES IN SCHOOLS OF NORTH TEXAS INC 217 S STEMMONS FWY LEWISVILLE TX 75067 752496426 501(C)(3) 72500 0 PROGRAM OPS COST COMMUNITIES IN SCHOOLS OF THE DALLAS REGION 1341 W MOCKINGBIRD LANE SUITE 1000E DALLAS TX 75247 752044117 501(C)(3) 62500 0 PROGRAM OPS COST COMMUNITY COUNCIL OF GREATER DALLAS 1341 W MOCKINGBIRD LN SUITE 1000W DALLAS TX 752476913 750800631 501(C)(3) 269444 0 PROGRAM OPS COST CONCORD MISSIONARY BAPTIST CHURCH 6808 PASTOR BAILEY DRIVE DALLLAS TX 75237 751523441 501(C)(3) 41000 0 PROGRAM OPS COST CORNERSTONE ASSISTANCE NETWORK PO BOX 53 PROSPER TX 75078 272535979 501(C)(3) 15000 0 PROGRAM OPS COST CORNERSTONE COMMUNITY DEVELOPMENT 1819 MARTIN LUTHER KING JR BLVD DALLAS TX 75215 752623357 501(C)(3) 10000 0 PROGRAM OPS COST CORNERSTONE CROSSROADS ACADEMY 2815 S ERVAY STREET DALLAS TX 75215 113761734 501(C)(3) 37500 0 PROGRAM OPS COST CORNERSTONE FOUNDATION 6801 PARKWOOD BLVD STE 300 PLANO TX 75024 756039968 501(C)(3) 26667 0 PROGRAM OPS COST CORPORATION FOR A SKILLED WORKFORCE 1100 VICTORS WAY SUITE 10 ANN ARBOR MI 48108 382991143 501(C)(3) 53083 0 PROGRAM OPS COST COUNTY OF DALLAS 1201 ELM STREET SUITE 2300 DALLAS TX 75270 756000905 501(C)(3) 74587 0 PROGRAM OPS COST COVENANT PURPOSE AND RESTORATION FAMILY CENTER 2154 W NW HWY SUITE 205 DALLAS TX 75220 472112781 501(C)(3) 15000 0 PROGRAM OPS COST CRISTO REY DALLAS HIGH SCHOOL 1064 N ST AUGUSTINE DRIVE DALLAS TX 75217 463737066 501(C)(3) 50000 0 PROGRAM OPS COST CROSSROADS COMMUNITY SERVICE 4500 SOUTH COCKRELL HILL RD DALLAS TX 75236 472676714 501(C)(3) 50000 0 PROGRAM OPS COST DALLAS AFTERSCHOOL 3900 WILLOW ST STE 110 DALLAS TX 75226 760838983 501(C)(3) 163850 0 PROGRAM OPS COST DALLAS BETHLEHEM CENTER 4410 LELAND AVE DALLAS TX 75215 750800667 501(C)(3) 10000 0 PROGRAM OPS COST DALLAS CHILDREN'S ADVOCACY CENTER 5351 SAMUELL BLVD DALLAS TX 75228 752303404 501(C)(3) 161428 0 PROGRAM OPS COST DALLAS COUNTY COMMUNITY COLLEGE DISTRICT FOUNDATION INC 1601 BOTHAM JEAN BLVD DALLAS TX 75215 237326612 501(C)(3) 845308 0 PROGRAM OPS COST DALLAS COUNTY HOSPITAL DISTRICT PARKLAND HEALTH HOSPITAL SYSTEM PO BOX 660599 DALLAS TX 75266 756004221 501(C)(3) 56954 0 PROGRAM OPS COST DALLAS COUNTY MENTAL HEALTH & MENTAL RETARDATION CENTER DBA METROCARE SERVI 1345 RIVER BEND DRIVE SUITE 200 DALLAS TX 75247 751285603 501(C)(3) 284146 0 PROGRAM OPS COST DALLAS EDUCATION FOUNDATION 3700 ROSS AVENUE BOX 108 DALLAS TX 75204 205533398 501(C)(3) 68028 0 PROGRAM OPS COST DALLAS FT WORTH HOSPITAL COUNCIL 300 DECKER DRIVE SUITE 300 IRVING TX 75062 237004426 501(C)(3) 6667 0 PROGRAM OPS COST DALLAS INDEPENDENT SCHOOL DISTRICT 9400 N CENTRAL EXPWY DALLAS TX 75231 756001278 501(C)(3) 354874 0 PROGRAM OPS COST DALLAS REGIONAL CHAMBER 500 N AKARD STREET SUITE 2600 DALLAS TX 75201 750223440 501(C)(3) 30000 0 PROGRAM OPS COST DALLAS SERVICES-CENTER FOR VISION 5442 LA SIERRA DRIVE DALLAS TX 75231 750958408 501(C)(3) 62500 0 PROGRAM OPS COST DEAF ACTION CENTER PO BOX 7527 DALLAS TX 75209 751575599 501(C)(3) 27000 0 PROGRAM OPS COST DENTON COUNTY FRIENDS OF THE FAMILY PO BOX 640 DENTON TX 76202 751734175 501(C)(3) 67500 0 PROGRAM OPS COST DWELL WITH DIGNITY 3112 HOOD STREET DALLAS TX 75219 264658235 501(C)(3) 11915 0 PROGRAM OPS COST EDUCATION IS FREEDOM 1111 W MOCKINGBIRD LANE SUITE 1300B DALLAS TX 75204 043643313 501(C)(3) 25000 0 PROGRAM OPS COST EDUCATION OPENS DOORS INC 2804 SWISS AVENUE DALLAS TX 75204 460781846 501(C)(3) 50000 0 PROGRAM OPS COST EMPOWERING THE MASSES 2922 MARTIN LUTHER KING JR BLVD DALLAS TX 75215 824300966 501(C)(3) 60000 0 PROGRAM OPS COST EQUAL HEART 4848 LEMMON AVE 513 DALLAS TX 75219 462846816 501(C)(3) 25000 0 PROGRAM OPS COST ESSENCE DANCE ACADEMY LLC PO BOX 693 CEDAR HILL TX 75106 815241741 42750 0 PROGRAM OPS COST ESTE2MBUILDERS 1221 SYLVAN AVENUE DALLAS TX 75208 823381214 25000 0 PROGRAM OPS COST FAMILIES TO FREEDOM 1720 REGAL ROW SUITE 135 DALLAS TX 75235 473184478 501(C)(3) 15000 0 PROGRAM OPS COST FAMILY CARE CONNECTION 6969 PASTOR BAILEY DR SUITE 140 DALLAS TX 75237 201211618 501(C)(3) 174999 0 PROGRAM OPS COST FAMILY COMPASS 4210 JUNIUS STREET DALLAS TX 75246 752400158 501(C)(3) 353062 0 PROGRAM OPS COST FAMILY GATEWAY INC 711 S ST PAUL STREET DALLAS TX 75201 752105579 501(C)(3) 480961 0 PROGRAM OPS COST FAMILY PLACE PO BOX 7999 DALLAS TX 75209 751590896 501(C)(3) 340000 0 PROGRAM OPS COST FEED OAK CLIFF 3432 SPRUCE VALLEY LANE DALLAS TX 75233 474797832 501(C)(3) 25000 0 PROGRAM OPS COST FERST FOUNDATION FOR CHILDHOOD LITERACY 237 N SECOND STREET MADISON GA 30650 582489181 501(C)(3) 259779 0 PROGRAM OPS COST FII - NATIONAL (UPTOGETHER) 663 13TH ST SUITE 200 OAKLAND CA 94612 020784790 501(C)(3) 691000 0 PROGRAM OPS COST FIRST3YEARS 15851 DALLAS PARKWAY 106 ADDISON TX 75001 752067421 501(C)(3) 32000 0 PROGRAM OPS COST FOR OAK CLIFF 4478 SOUTH MARSALIS AVE DALLAS TX 75216 813768369 27500 0 PROGRAM OPS COST FOUNDATION COMMUNITIES 3036 SOUTH FIRST STREET AUSTIN TX 78704 742563260 501(C)(3) 214496 0 PROGRAM OPS COST FOUNDATION FOR CHOICE 2904 FLOYD ST STE D DALLAS TX 75204 471322221 501(C)(3) 30000 0 PROGRAM OPS COST FOUNDATION FOR THE CALLIER CENTER AND COMMUNICATION DISORDERS 1966 INWOOD ROAD DALLAS TX 752357205 756035865 501(C)(3) 54167 0 PROGRAM OPS COST GENESIS WOMEN'S SHELTER AND SUPPORT 4411 LEMMON AVENUE SUITE 201 DALLAS TX 75219 871061849 501(C)(3) 167500 0 PROGRAM OPS COST GIRL SCOUTS OF NORTHEAST TEXAS 6001 SUMMERSIDE DRIVE SUITE 101 DALLAS TX 75252 751101571 501(C)(3) 167500 0 PROGRAM OPS COST GIRLS INC OF METROPOLITAN DALLAS 2040 EMPIRE CENTRAL DRIVE DALLAS TX 75235 751305705 501(C)(3) 112500 0 PROGRAM OPS COST GOODWILL INDUSTRIES OF DALLAS INC 3020 N WESTMORELAND RD DALLAS TX 75212 750800649 501(C)(3) 366504 0 PROGRAM OPS COST GREENLIGHT VITALSIGN6 INC 13355 NOEL ROAD SUITE 1100 DALLAS TX 75240 863305689 141667 0 PROGRAM OPS COST HARMONY COMMUNITY DEVELOPMENT CORPORATION 6969 PASTOR BAILEY DR STE 110 DALLAS TX 75237 261245799 501(C)(3) 3000737 0 PROGRAM OPS COST HEALING HANDS MINISTRIES PO BOX 741524 DALLAS TX 75374 651259379 501(C)(3) 37500 0 PROGRAM OPS COST HEALTH SERVICES OF NORTH TEXAS INC 4401 N I-35 SUITE 312 DENTON TX 76207 752252866 501(C)(3) 135000 0 PROGRAM OPS COST HEART HOUSE PO BOX 823162 DALLAS TX 75382 752898097 501(C)(3) 40500 0 PROGRAM OPS COST HOMEWARD BOUND INC PO BOX 222194 DALLAS TX 752222194 742127841 501(C)(3) 33236 0 PROGRAM OPS COST HOPE RESTORED MISSIONS 1947 K AVENUE SUITE 300 PLANO TX 75074 842252859 501(C)(3) 15000 0 PROGRAM OPS COST HOUSING CRISIS CENTER 4210 JUNIUS STREET DALLAS TX 75246 751633304 501(C)(3) 414689 0 PROGRAM OPS COST HOUSING FORWARD (FKA METRO DALLAS HOMELESS ALLIANCE) 2816 SWISS AVE DALLAS TX 75204 752461679 501(C)(3) 130000 0 PROGRAM OPS COST INCARNATION PLACE INC PO BOX 25323 DALLAS TX 75225 820626524 501(C)(3) 22500 0 PROGRAM OPS COST INSIGHT OPTICS 967 WOLFE LN NW ATLANTA GA 30318 474796075 141667 0 PROGRAM OPS COST INSPIRING TOMORROWS LEADERS INC 8828 NORTH STEMMONS FREEWAY SUITE 507 DALLAS TX 75247 900672495 501(C)(3) 37500 0 PROGRAM OPS COST INTERFAITH FAMILY SERVICES(INTERFAITH HOUSING) 1651 MATILDA ST DALLAS TX 75206 752028254 501(C)(3) 595920 0 PROGRAM OPS COST IRVING CARES 440 SOUTH NURSERY RD 101 IRVING TX 75060 751436937 501(C)(3) 25000 0 PROGRAM OPS COST JEWISH FAMILY SERVICE OF GREATER DALLAS 5402 ARAPAHO ROAD DALLAS TX 75248 751992728 501(C)(3) 291500 0 PROGRAM OPS COST JUBILEE PARK & COMMUNITY CENTER 917 BANK STREET DALLAS TX 75223 752726296 501(C)(3) 82500 0 PROGRAM OPS COST JUNIOR ACHIEVEMENT OF DALLAS INC 1201 EXECUTIVE DRIVE WEST RICHARDSON TX 75081 750881589 501(C)(3) 22500 0 PROGRAM OPS COST JUNIOR PLAYERS 4054 MCKINNEY AVE SUITE 104 DALLAS TX 75204 756061082 501(C)(3) 30125 0 PROGRAM OPS COST KAMIN CONSULTING DBA YUMLISH 2121 N PEARL ST SUITE 300 DALLAS TX 75062 455540783 70000 0 PROGRAM OPS COST KIDDOFIT LLC 4613 JASMINE TRAIL MIDLOTHIAN TX 76065 834678156 23575 0 PROGRAM OPS COST KIPP DALLAS-FORT WORTH INC 3200 SOUTH LANCASTER ROAD STE 230-A DALLAS TX 75216 010639602 501(C)(3) 85000 0 PROGRAM OPS COST LA COSECHA PROJECT DBA HARVEST FOOD PROJECT 3445 LINDA DR DALLAS TX 75220 822023088 501(C)(3) 10000 0 PROGRAM OPS COST LEADERSHIP FORWARD MENTORING PROGRAM 616 N MADISON AVE DALLAS TX 75208 820977074 501(C)(3) 15000 0 PROGRAM OPS COST LITEHOUSE WELLNESS 5931 GREENVILE AVENUE 763 DALLAS TX 75206 843884158 501(C)(3) 19650 0 PROGRAM OPS COST LITERACY ACHIEVES 4210 JUNIUS ST 5TH FLOOR DALLAS TX 75246 752708992 501(C)(3) 95000 0 PROGRAM OPS COST LITERACY INSTRUCTION FOR TEXAS (LIFT) 1610 SOUTH MALCOLM X BOULEVARD SUITE 320 DALLAS TX 75226 751095223 501(C)(3) 224000 0 PROGRAM OPS COST LONE STAR JUSTICE ALLIANCE 3809 S 1ST STREET AUSTIN TX 78704 822345921 501(C)(3) 50000 0 PROGRAM OPS COST LOS BARRIOS UNIDOS COMMUNITY CLINIC 809 SINGLETON BLVD DALLAS TX 75212 751378664 501(C)(3) 485100 0 PROGRAM OPS COST LUMIN EDUCATION 924 WAYNE STREET DALLAS TX 75223 751612054 501(C)(3) 539771 0 PROGRAM OPS COST MAURICE BARNETT GERIATRIC WELLNESS CENTER INC 401 W 16TH STREET SUITE 600 PLANO TX 75070 751839305 501(C)(3) 17500 0 PROGRAM OPS COST MEADOWS MENTAL HEALTH POLICY INSTITUE 2800 SWISS AVE DALLAS TX 75204 463992618 501(C)(3) 40000 0 PROGRAM OPS COST MEALS ON WHEELS COLLIN COUNTY 600 N TENNESSEE STREET MCKINNEY TX 75069 751544507 501(C)(3) 10000 0 PROGRAM OPS COST METHODIST HEALTH SYSTEM FOUNDATION 1441 N BECKLEY AVE DALLAS TX 75203 751548343 501(C)(3) 21100 0 PROGRAM OPS COST METROCREST SERVICES 13801 HUTTON DR 150 FARMERS BRANCH TX 75234 751548334 501(C)(3) 768394 0 PROGRAM OPS COST MI ESCUELITA PRESCHOOL INC 4231 MAPLE AVENUE DALLAS TX 75219 751728505 501(C)(3) 215000 0 PROGRAM OPS COST MILES OF FREEDOM 2922 MARTIN LUTHER KING JR BLVD BUILDING A SUITE 118B DALLAS TX 75215 454959062 501(C)(3) 50000 0 PROGRAM OPS COST MOMENTOUS INSTITUTE 106 E TENTH STREET DALLAS TX 75203 751855620 501(C)(3) 34890 0 PROGRAM OPS COST MOSAIC FAMILY SERVICES INC 12225 GREENVILLE AVENUE SUITE 800 DALLAS TX 75243 752484565 501(C)(3) 265000 0 PROGRAM OPS COST MOUNTAIN HEALTH TECHNOLOGIES INC (DBA RIVER HEALTH) 1910 PACIFIC AVE 20000 DALLAS TX 75201 842216410 14167 0 PROGRAM OPS COST MY HEALTH MY RESOURCES OF TARRANT COUNTY (MHMR) 3840 HULEN STREET FORT WORTH TX 76107 751249456 501(C)(3) 9500 0 PROGRAM OPS COST MY POSSIBILITIES 3601 MAPLESHADE LANE PLANO TX 75023 261509133 501(C)(3) 107500 0 PROGRAM OPS COST MYPHI LLC 1708 ENCHANTRESS LANE FLOWER MOUND TX 75028 843668429 14167 0 PROGRAM OPS COST NAMI NORTH TEXAS 2812 SWISS AVE DALLAS TX 75204 751875023 501(C)(3) 37500 0 PROGRAM OPS COST NEW FRIENDS NEW LIFE PO BOX 192378 DALLAS TX 75219 752820473 501(C)(3) 25000 0 PROGRAM OPS COST NEXUS RECOVERY CENTER INCORPORATED 8733 LA PRADA DRIVE DALLAS TX 75201 237169388 501(C)(3) 167500 0 PROGRAM OPS COST NORTH DALLAS SHARED MINISTRIES 2875 MERRELL ROAD DALLAS TX 75229 751908563 501(C)(3) 80000 0 PROGRAM OPS COST NORTH TEXAS DIVISION INC DBA MEDICAL CITY HEALTHCARE 13155 NOEL ROAD SUITE 2000 DALLAS TX 75240 621667892 16667 0 PROGRAM OPS COST NORTH TX FOOD BANK 4500 S COCKRELL HILL ROAD DALLAS TX 75236 751785357 501(C)(3) 20000 0 PROGRAM OPS COST NPOWER 55 WASHINGTON STREET SUITE 560 BROOKLYN NY 11201 134145441 501(C)(3) 112851 0 PROGRAM OPS COST OAK CLIFF EMPOWERED INC 400 S ZANG BLVD C-59 DALLAS TX 75208 261372146 501(C)(3) 22500 0 PROGRAM OPS COST ONESEVENTEEN MEDIA 4012 BERKMAN DRIVE AUSTIN TX 78723 262309571 141667 0 PROGRAM OPS COST OUR FRIENDS PLACE 6500 GREENVILLE AVE SUITE 620 DALLAS TX 75238 752077719 501(C)(3) 20000 0 PROGRAM OPS COST PARKLAND FOUNDATION FOR PARKLAND HEALTH & HOSPITAL SYSTEM 1341 W MOCKINGBIRD LANE SUITE 1100E DALLAS TX 75247 752089180 501(C)(3) 283399 0 PROGRAM OPS COST PEDIPLACE 502 S OLD ORCHARD SUITE 126 LEWISVILLE TX 75067 752512752 501(C)(3) 185000 0 PROGRAM OPS COST PER SCHOLAS 211 N ERVAY STREET SUITE 700 DALLAS TX 75201 043252955 501(C)(3) 228184 0 PROGRAM OPS COST PRISM HEALTH NORTH TEXAS 3900 JUNIUS ST 300 DALLAS TX 75246 752306145 501(C)(3) 610297 0 PROGRAM OPS COST PRISON ENTREPRENEURSHIP PROGRAM 6501 NAVIGATION BLVD SUITE H7 HOUSTON TX 770111367 201384253 501(C)(3) 160250 0 PROGRAM OPS COST PROJECT TRANSFORMATION 4024 CARUTH BLVD DALLAS TX 75225 752930405 501(C)(3) 40000 0 PROGRAM OPS COST PUEDE NETWORK 227 HARLANDALE AVE DALLAS TX 75216 474703462 501(C)(3) 15000 0 PROGRAM OPS COST RAINBOW DAYS INC THREE FOREST PLAZA 12221 MERIT DRIVE SUITE 1700 DALLAS TX 75251 751844908 501(C)(3) 70000 0 PROGRAM OPS COST RAPE CRISIS CENTER OF COLLIN COUNTY DBA THE TURNING POINT 3325 SILVERSTONE DR PLANO TX 75023 752065785 501(C)(3) 32500 0 PROGRAM OPS COST READERS 2 LEADERS 2800 N HAMPTON RD SUITE 120 DALLAS TX 75212 900641325 501(C)(3) 121667 0 PROGRAM OPS COST READING PARTNERS 2910 SWISS AVENUE DALLAS TX 75204 770568469 501(C)(3) 119167 0 PROGRAM OPS COST REAL SCHOOL GARDENS 1700 UNIVERSITY DRIVE SUITE 260 FORT WORTH TX 76107 205946552 501(C)(3) 67500 0 PROGRAM OPS COST REDEMPTION BRIDGE 1506 W PIONEER PKWY SUITE 101 ARLINGTON TX 76013 273500079 501(C)(3) 18000 0 PROGRAM OPS COST REFUGEE SERVICES 9330 LBJ FREEWAY SUITE 350 DALLAS TX 75243 751618251 501(C)(3) 37500 0 PROGRAM OPS COST REGIONAL BLACK CONTRACTORS ASSOCIATION (RBCA) COMMUNITY DEVELOPMENT CORPORA 2627 MARTIN LUTHER KING JR BLVD DALLAS TX 75215 832391035 501(C)(3) 17907 0 PROGRAM OPS COST RESOURCE CENTER OF DALLAS INC 5750 CEDAR SPRINGS ROAD DALLAS TX 752356802 751892059 501(C)(3) 147500 0 PROGRAM OPS COST RICHARDSON ADULT LITERACY CENTER 701 W BELTLINE RD SUITE 110 RICHARDSON TX 75083 752337073 501(C)(3) 15000 0 PROGRAM OPS COST ROCKWALL COUNTY HELPING HANDS 950 WILLIAMS ST ROCKWALL TX 75087 752402276 501(C)(3) 75000 0 PROGRAM OPS COST ROSA ES ROJO INC PO BOX 250435 PLANO TX 75025 813557997 501(C)(3) 25000 0 PROGRAM OPS COST SCHOLARSHOT 2904 SWISS AVENUE DALLAS TX 75204 270232250 501(C)(3) 25000 0 PROGRAM OPS COST SEEDS 2 STEM LLC 3662 W CAMP WISDOM RD SUITE 2044 DALLAS TX 75237 852932775 84800 0 PROGRAM OPS COST SENIOR CITIZENS OF GREATER DALLAS INC 3910 HARRY HINES BLVD DALLAS TX 75219 751085555 501(C)(3) 233200 0 PROGRAM OPS COST SERVICES OF HOPE 5470 ELLSWORTH AVE DALLAS TX 75206 331104425 501(C)(3) 847703 0 PROGRAM OPS COST SHARED HOUSING CENTER INC 402 N GOOD LATIMER EXPY DALLAS TX 75204 752137522 501(C)(3) 37500 0 PROGRAM OPS COST SHARING LIFE COMMUNITY OUTREACH INC 3544 E EMPORIUM CIRCLE MESQUITE TX 75150 752831756 501(C)(3) 1128912 0 PROGRAM OPS COST SOCIAL VENTURE PARTNERS DALLAS (DEAC) PO BOX 670546 DALLAS TX 75367 752945359 501(C)(3) 140000 0 PROGRAM OPS COST SOCIETY OF ST VINCENT DE PAUL OF NORTH TEXAS 3826 GILBERT AVE DALLAS TX 75219 751630370 501(C)(3) 52500 0 PROGRAM OPS COST SOUTHERN DALLAS LINK 1020 SCOTLAND DR 3115 DESOTO TX 75115 822392922 501(C)(3) 25000 0 PROGRAM OPS COST SOUTHERN METHODIST UNIVERSITY 3140 DYER ST MS 261 DALLAS TX 75275 750800689 501(C)(3) 70000 0 PROGRAM OPS COST SOUTHWESTERN DIABETIC FOUNDATION INC PO BOX 918 GAINESVILLE TX 762410918 756002547 501(C)(3) 27500 0 PROGRAM OPS COST SPIDA INC-BRASWELL CHILD DEVELOPMENT 2203 S 2ND AVE DALLAS TX 75210 752538361 501(C)(3) 15500 0 PROGRAM OPS COST STEP UP 901 S CENTRAL EXPRESSWAY RICHARDSON TX 75080 954701468 501(C)(3) 20000 0 PROGRAM OPS COST STUDIO BELLA FOR KIDS LLC 1450 OLD GATE LANE DALLAS TX 75218 821653436 70000 0 PROGRAM OPS COST TR HOOVER COMMUNITY DEVELOPMENT CENTER 5106 BEXAR STREET DALLAS TX 75215 752700136 501(C)(3) 15000 0 PROGRAM OPS COST TEXAS HEALTH RESOURCES FOUNDATION 612 E LAMAR BLVD SUITE 300 ARLINGTON TX 76011 752022128 501(C)(3) 71667 0 PROGRAM OPS COST TEXAS MUSLIM WOMEN'S FOUNDATION INC PO BOX 863388 PLANO TX 75086 203060929 501(C)(3) 80000 0 PROGRAM OPS COST THE CAPITAL GOOD FUND 22 A ST PROVIDENCE RI 02907 800348382 501(C)(3) 96231 0 PROGRAM OPS COST THE CONCILIO 650 FORT WORTH AVENUE SUITE 250 DALLAS TX 75208 751770140 501(C)(3) 712606 0 PROGRAM OPS COST THE COOPER INSTITUTE 12330 PRESTON RD DALLAS TX 75230 237075529 501(C)(3) 37500 0 PROGRAM OPS COST THE DALLAS FOUNDATION-BONTON FARMS 6915 BEXAR STREET DALLAS TX 75215 752890371 501(C)(3) 50000 0 PROGRAM OPS COST THE EDUCATOR COLLECTIVE 4346 SOMERVILLE AVE DALLAS TX 75206 471789138 501(C)(3) 25000 0 PROGRAM OPS COST THE IF INSTITUTE-YOUNG LEADERS 1312 PAINTBRUSH ST MESQUITE TX 75149 843239436 501(C)(3) 31500 0 PROGRAM OPS COST THE NORTH TEXAS ALLIANCE TO REDUCE UNINTENDED PREGNANCY IN TEENS 2300 W COMMERCE ST SUITE 212 SAN ANTONIO TX 78207 205793076 501(C)(3) 15000 0 PROGRAM OPS COST THE SALVATION ARMY COLLINS SOCIAL SERVICE CENTER 5302 HARRY HINES BLVD DALLAS TX 75235 580660607 501(C)(3) 2071746 0 PROGRAM OPS COST THE SAMARITAN INN 1725 N MCDONALD STREET MCKINNEY TX 75071 751984285 501(C)(3) 45000 0 PROGRAM OPS COST THE STEWPOT-FIRST PRESB 1835 YOUNG ST DALLAS TX 75201 750871727 37500 0 PROGRAM OPS COST THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD MC 9029 DALLAS TX 75235 756002868 5767 0 PROGRAM OPS COST THE WARREN CENTER 320 CUSTER ROAD RICHARDSON TX 75080 751282040 501(C)(3) 86500 0 PROGRAM OPS COST TIA'S STEAM ENRICHMENT LLC 17630 DAVENPORT 103 DALLAS TX 75252 820680309 28350 0 PROGRAM OPS COST TRUSTED WORLD 906 W MCDERMOTT DR STE 116-277 ALLEN TX 75013 455264332 501(C)(3) 50000 0 PROGRAM OPS COST TURTLE CREEK MANOR INC 2707 ROUTH STREET DALLAS TX 75201 751282276 501(C)(3) 10000 0 PROGRAM OPS COST U&I 8800 AMBASSADOR ROW DALLAS TX 75247 751008422 501(C)(3) 140000 0 PROGRAM OPS COST UNDER 1 ROOF 5787 S HAMPTON RD SUITE 390 DALLAS TX 75232 800765001 501(C)(3) 950069 0 PROGRAM OPS COST UNIVERSITY OF NORTH TX AT DALLAS 7300 UNIVERSITY HILLS BLVD DALLAS TX 75241 271208151 501(C)(3) 50000 0 PROGRAM OPS COST UNIVERSITY OF TEXAS FOUNDATION PO BOX 250 AUSTIN TX 78767 741587488 501(C)(3) 14167 0 PROGRAM OPS COST UPLIFT EDUCATION 1825 MARKET CENTER BLVD SUITE 500 DALLAS TX 75207 752659683 501(C)(3) 187500 0 PROGRAM OPS COST URBAN TEACHER CENTER INC 1800 WASHINGTON BLVD SUITE 411 BALTIMORE MD 21230 270989006 501(C)(3) 37500 0 PROGRAM OPS COST VERITAS IMPACT PARTNERS 809 CUERNAVACA DRIVE AUSTIN TX 78733 831734762 501(C)(3) 70000 0 PROGRAM OPS COST VISUAL EXPRESSIONS ART SCHOOL 1425 N HWY 67 CEDAR HILL TX 75104 200780106 6950 0 PROGRAM OPS COST VNA 1600 VICEROY DRIVE SUITE 400 DALLAS TX 75235 750800692 501(C)(3) 87500 0 PROGRAM OPS COST VOGEL ALCOVE 1738 GANO STREET DALLAS TX 75215 752133827 501(C)(3) 68000 0 PROGRAM OPS COST VOLUNTEERS OF AMERICA TEXAS 300 E MIDWAY DR EULESS TX 76039 750827469 501(C)(3) 47500 0 PROGRAM OPS COST VOOKS INC (SUBSCRIPTIONS FOR EARLY CHILDHOOD LITERACY) 25 NW 23RD PLACE SUITE 6 PMB122 PORTLAND OR 97210 842073181 291667 0 PROGRAM OPS COST WALMART INC 702 SW 8TH ST BENTONVILLE AR 72716 710415188 68000 0 PROGRAM OPS COST WESLEY-RANKIN COMMUNITY CENTER INC 3100 CROSSMAN AVENUE DALLAS TX 75212 750808775 501(C)(3) 100000 0 PROGRAM OPS COST WILKINSON CENTER PO BOX 720248 DALLAS TX 75372 752712117 501(C)(3) 130000 0 PROGRAM OPS COST WOMEN IN NEED OF GENEROUS SUPPORT WINGS 2603 INWOOD ROAD DALLAS TX 75235 750800699 501(C)(3) 250000 0 PROGRAM OPS COST WORKLIFE PARTNERSHIP 3513 BRIGHTON BLVD SUITE 489 DENVER CO 80216 471331690 501(C)(3) 53000 0 PROGRAM OPS COST WTIA WORKFORCE INSTITUTE 2200 ALASKAN WAY STE 390 SEATTLE WA 98121 473951262 501(C)(3) 25000 0 PROGRAM OPS COST YEAR UP DALLASFORT WORTH 701 ELM ST 400 DALLAS TX 75202 043534407 501(C)(3) 32500 0 PROGRAM OPS COST YMCA OF METROPOLITAN DALLAS 601 NORTH AKARD ST DALLAS TX 75201 750800696 501(C)(3) 150540 0 PROGRAM OPS COST YOUNG WOMEN'S PREPARATORY NETWORK 1722 ROUTH STREET SUITE 720 DALLAS TX 75201 470902114 501(C)(3) 67500 0 PROGRAM OPS COST YOUTH WITH FACES 6333 E MOCKINGBIRD LANE 147-872 DALLAS TX 75214 300018778 501(C)(3) 63500 0 PROGRAM OPS COST DESIGNATED DONATIONS TO UWMD 1800 N LAMAR STREET DALLAS TX 75202 756005352 501(C)(3) 3672220 0 DONOR DESIGNATIONS 203 19 DALLAS RENTAL ASSISTANCE 189 1164807 CHILDCARE ASSISTANCE 77 155834 PART I, LINE 2: PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S. AS PART OF THE GRANT AGREEMENT, AN AGENCY AGREES TO OPERATE IN A MANNER CONSISTENT WITH INFORMATION COMMUNICATED TO UWMD AND TO REGULARLY REPORT ON THE WORK SUPPORTED BY UWMD FUNDING. FOR GRANTS MADE, THE AGENCY WILL REPORT INFORMATION BASED ON SIX CATEGORIES (DEMOGRAPHICS, ZIP CODES SERVED, DOLLARS SPENT, SUCCESS STORIES, COMMON MEASURES, AND ORGANIZATION BUDGET), UNLESS SPECIAL ARRANGEMENTS HAVE BEEN MADE AND AGREED TO, IN WRITING, BY BOTH THE AGENCY AND UWMD. EACH REPORT WILL INCLUDE THE COMMON MEASURES, WITH RESULTS BEING REPORTED IN A MANNER CONSISTENT WITH THE COMMON MEASURES SELECTED BY THE AGENCY IN THEIR APPLICATION. FAILURE TO REPORT IN AN APPROPRIATE MANNER WILL LEAD TO A REVIEW OF GRANT FUNDING. ANY MATERIAL CHANGE IN THE OPERATING OF A PROGRAM THAT IS GRANT FUNDED WILL BE REPORTED TO UWMD IN A TIMELY MANNER, WITH CONTINUED FUNDING SUBJECT TO UWMD REVIEW. AS PART OF THE SCREENING PROCESS, ALL AGENCIES ARE ALSO REQUIRED TO SIGN A USA PATRIOT ACT COMPLIANCE FORM THAT REQUIRES AGENCIES TO CERTIFY THAT UWMD FUNDS AND DONATIONS WILL BE USED IN COMPLIANCE WITH ALL APPLICABLE ANTI-TERRORIST FINANCING AND ASSET CONTROL LAWS, STATUTES, AND EXECUTIVE ORDERS. UWMD ALSO VERIFIES CURRENT 501(C)(3) STATUS AND SCREENS THE AGENCY TO ENSURE IT IS NOT LISTED ON TERRORIST WATCH LISTS. IN ADDITION TO THOSE AGENCIES LISTED, UWMD ALSO HAD DONOR DESIGNATED FUNDS TO AGENCIES IN THE AMOUNT OF $3,672,220. DURING FY2022, UWMD PROVIDED RENTAL, UTILITIES, AND CHILDCARE ASSISTANCE TO INDIVIDUALS WITH FEDERAL GRANT FUNDS. EACH APPLICANT FOR ASSISTANCE WAS REVIEWED BY UWMD STAFF TO VERIFY THAT THEY MET THE GRANT CRITEREA FOR ELIGIBLITY ASSITANCE. THE COMMUNITY IMPACT STAFF REVIEWED FOR PROGRAM ELIBILTY AND FINANCE STAFF REVIEWED TO VERIFY THE AMOUNT OF ASSISTANCE WAS CORRECTLY CALCULATED AND ALL EXPENDITURES WERE WITHIN THE GRANT BUDGET. X X 1 1 X X X X 0 1 0 0 0 0 0 1 0 JENNIFER SAMPSON PRESIDENT AND CEO 415756 0 198146 0 1104 0 90300 0 37736 0 743042 0 0 0 SUSAN E PEEK CHIEF IMPACT/STRATEGY OFFICER 306718 0 138740 0 3168 0 19113 0 26274 0 494013 0 0 0 JANICE W HARISSIS CHIEF FINANCIAL OFFICER 262444 0 49400 0 3168 0 16373 0 1398 0 332783 0 0 0 ASHLEY O BRUNDAGE EXEC. DIRECTOR, HOUSING STABILITY 171759 0 18000 0 180 0 12747 0 32257 0 234943 0 0 0 SUSAN D HUTCHESON VP, LEADERSHIP GIVING 131227 0 11200 0 180 0 9891 0 31470 0 183968 0 0 0 CANDACE C BARNES SVP, HUMAN RESOURCES 125823 0 10640 0 414 0 9366 0 33780 0 180023 0 0 0 ANGELA FLOYD VP, IT & GIFT PROCESSING 124958 0 9100 0 270 0 9190 0 20935 0 164453 0 0 0 PART I, LINE 1A HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES UWMD REIMBURSES EMPLOYEES FOR HEALTH CLUB MEMBERSHIPS AT THE END OF EACH CALENDAR YEAR FOR UP TO $10 FOR EACH MONTH THEY ARE EMPLOYED WITH UWMD. THIS AMOUNT HAS NOT BEEN ADDED TO THE W-2. PERSONAL SERVICES A $5,000 ALLOWANCE WAS PROVIDED TO JENNIFER SAMPSON AS A LUMP SUM IN LIEU OF A REIMBURSEMENT TO COVER THE COST OF OBTAINING A FINANCIAL ADVISOR. THIS WAS AN ANNUAL PAYMENT AND INCLUDED IN JENNIFER'S TAXABLE EARNINGS. PART I, LINE 4B PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN JENNIFER SAMPSON PARTICIPATED IN THE ORGANIZATION'S 457F PLAN. FOR CALENDAR YEAR 2021, MS. SAMPSON RECEIVED THE FOLLOWING; EMPLOYER 457F DEFERRAL $70,000 THIS AMOUNT IS REPORTED ON SCHEDULE J, PART II, COL C. PART I, LINE 7 THE ORGANIZATION'S BONUS PROGRAM IS BASED ON METRICS SET IN AN ORGANIZATIONAL SCORECARD. X 28 711444 FMV X HOTSPOTS 1 1045500 FMV X MASKS 1 469500 FMV 0 0 0 PART I, COLUMN (B): METHOD USED UWMD USES THE NUMBER OF CONTRIBUTIONS AS THE METHOD FOR DETERMINING THE AMOUNT IN COLUMN (B). FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE THE EXECUTIVE COMMITTEE IS CHAIRED BY THE BOARD CHAIR AND COMPRISED OF THE BOARD OFFICERS AND THE PRESIDENT AND CEO. THE BOARD CHAIR MAY ELECT TO INCLUDE ADDITIONAL MEMBERS. THE EXECUTIVE COMMITTEE MEETS REGULARLY WITH THE PRESIDENT AND CEO AND MONITORS AND OVERSEES GOVERNANCE AND ORGANIZATIONAL ISSUES ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS AN INDEPENDENT CPA FIRM SPECIALIZING IN TAX PREPARATION SERVICES PREPARED THE FORM 990 USING INFORMATION FROM AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY UWMD STAFF. UWMD STAFF REVIEWED THE COMPLETED FORM 990. THE RETURN IS DELIVERED TO MEMBERS OF THE AUDIT AND ETHICS COMMITTEE AND BOARD FOR REVIEW AND COMMENTS. A FINAL COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT THE CODE OF BUSINESS CONDUCT, ETHICS AND CONFLICT OF INTEREST IS DISTRIBUTED TO DIRECTORS, OFFICERS, STANDING COMMITTEE MEMBERS, AND EMPLOYEES ON AN ANNUAL BASIS. DIRECTORS, OFFICERS, STANDING COMMITTEE MEMBERS, AND EMPLOYEES ARE REQUIRED TO SIGN AN AFFIRMATIVE ACTION STATEMENT OF COMPLIANCE AND TO DISCLOSE TO UWMD ANY FINANCIAL OR OTHER RELATIONSHIPS THAT COULD POTENTIALLY GIVE RISE TO A CONFLICT OF INTEREST ALONG WITH THE REASONS, IF ANY, THEY BELIEVE SUCH RELATIONSHIPS WOULD NOT VIOLATE THE CONFLICT OF INTEREST DEFINITIONS PER THE IRS INSTRUCTIONS TO THE FORM 990. BOARD MEMBERS ARE REQUIRED TO RECUSE THEMSELVES FROM DISCUSSIONS AND DECISIONS IMPACTING POTENTIAL CONFLICT OF INTERESTS. COMPLETED CODE OF BUSINESS CONDUCT, ETHICS AND CONFLICT OF INTEREST FORMS ARE REVIEWED BY THE LEADERSHIP TEAM TO DETERMINE IF FURTHER ACTIONS ARE REQUIRED. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION THE COMPENSATION COMMITTEE IS A COMMITTEE OF THE BOARD. THE COMMITTEE HAS THE RESPONSIBILITY OF DETERMINING AND RECOMMENDING, TO THE BOARD FOR APPROVAL, THE CEO'S COMPENSATION. UWMD'S HUMAN RESOURCES PROVIDES FACTUAL, SUPPORTIVE, AND COMPARITIVE 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 CEO'S COMPENSATION PACKAGE IS BASED ON THIS EVALUATION. THE DELIBERATIONS AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED IN CONTEMPORANEOUS SUBSTANTIATION. FORM 990, PART VI, SECTION C, LINE 18 HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UWMD'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. REQUESTS MAY BE SENT TO UWMD ACCOUNTING AND FINANCE, 1800 N. LAMAR STREET, DALLAS, TX 75202. REQUESTS CAN ALSO BE MADE BY CALLING THE ACCOUNTING AND FINANCE DEPARTMENT AT (214) 978-0000. AUDITED FINANCIAL STATEMENTS AND FILED 990 FORMS ARE AVAILABLE BY ACCESSING UWMD'S WEBSITE AT WWW.UNITEDWAYDALLAS.ORG. AFTER REACHING THE WEBSITE, GO TO "ABOUT" THEN "FINANCIALS" TO OBTAIN THE NECESSARY INFORMATION. FORM 990, PART VI, SECTION C, LINE 19 SAME AS LINE 18 ABOVE. FORM 990, PARTS VIII & IX DONOR DESIGNATED FUNDS THE AMOUNTS REPORTED IN THESE SECTIONS INCLUDE $5,682,964 OF DONOR DESIGNATED REVENUE AND $3,672,220 OF DONOR DESIGNATED GRANTS. $145,000 OF THE DONOR DESIGNATED FUNDS WAS GRANTED TO UNITED WAY FOUNDATION OF METROPOLITAN DALLAS, A RELATED ORGANIZATION. FORM 990, PART XI, LINE 9: CHANGE OF INTEREST HELD IN TRUSTS -1,210,632. NET OF DESIGNATIONS TO AGENCIES -2,010,744. UNITED WAY FDN OF METROPOLITAN DALLAS 1800 N LAMAR STREET DALLAS TX 75202 752834344 ENDOWMENT TX 501(C)(3) LINE 12A, I UWMD 1 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 UNITED WAY FOUNDATION OF METROPOLITAN DALLAS C 2645000 FMV UNITED WAY FOUNDATION OF METROPOLITAN DALLAS O 467648 FMV