2021-06-11T16:54:27-05:00 2020-06-30 366055558 GRANT THORNTON LLP 100 E WISCONSIN AVE MILWAUKEE WI 53202 990 2019-07-01 756005352 UNITED WAY OF METROPOLITAN DALLAS INC UNIT 2149780000 1800 N LAMAR STREET DALLAS TX 75202 JANICE HARISSIS CFO 2149780000 2021-06-11 1 MICHELLE L WEBER P00556798 4142898200 2021-05-27 2019 2022-09-23 18:48:47Z JENNIFER SAMPSON 1800 N LAMAR STREET DALLAS TX 75202 54917288 0 X WWW.UNITEDWAYDALLAS.ORG X 1961 TX UWMD IS A COMMUNITY-BASED SOCIAL CHANGE ORGANIZATION THAT (CONTINUED IN PART III) 24 24 110 10415 0 0 63322626 53655309 0 0 260983 162532 1199114 1099447 64782723 54917288 48166437 38629217 0 0 9498695 9795247 0 0 5959046 6836022 6088682 64501154 54513146 281569 404142 44510523 44474521 13216075 12498289 31294448 31976232 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) 0 0 27190721 21919253 0 UWMD CREATES AND INVESTS IN INITIATIVES AND ORGANIZATIONS THAT SUPPORT EDUCATION, INCOME, AND HEALTH THROUGH FOUR METROPOLITAN DALLAS COUNTIES. TOGETHER, WE TACKLE COMPLEX, INTERCONNECTED ISSUES AND CREATE LASTING CHANGE IN OUR COMMUNITY. WE USE OUR RESOURCES AND NETWORKS TO BRING THE BEST PEOPLE, IDEAS, AND PROJECTS TOGETHER TO CREATE OPPORTUNITIES FOR NORTH TEXAS. WE FOSTER SOCIAL INNOVATION, MOBILIZE VOLUNTEERS, DRIVE BUSINESS PARTICIPATION, AND SPUR THE PUBLIC AND LAWMAKERS TO ACT FOR THE COMMON GOOD.WORKING WITH OTHER COMMUNITY LEADERS, UWMD HAS SET BOLD ASPIRE UNITED GOALS FOR 2030. IN EDUCATION WE SEEK TO INCREASE BY 50% THE NUMBER OF NORTH TEXAS STUDENTS READING ON GRADE LEVEL (CONTINUED IN SCHEDULE O) 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. IN FISCAL YEAR 2019-2020, UWMD CREATED POSITIVE IMPACT ON THE LIVES OF MORE THAN 1.2 MILLION NORTH TEXANS AND INVESTED IN 120 EXCEPTIONAL EDUCATION, INCOME, AND HEALTH ORGANIZATIONS. EDUCATION712,000 STUDENTS, FROM PRE-K THROUGH HIGH SCHOOL, ON THE PATH TO EDUCATION SUCCESS.INCOME157,000 RESIDENTS RECEIVED ASSISTANCE TO GET AND KEEP BETTER JOBS, GET OUT OF DEBT AND BUILD SAVINGS FOR THE FUTURE.HEALTH332,000+ NORTH TEXANS RECEIVED ACCESS TO THE PRIMARY HEALTH AND WELLNESS RESOURCES THEY NEED TO LIVE HEALTHY LIVES. 14031284 14031284 998847 DISTRIBUTING DONOR-DESIGNATED CONTRIBUTIONS TO NONPROFIT ORGANIZATIONS: UWMD ENABLES DONORS TO DESIGNATE THEIR GIFTS TO OTHER UNITED WAYS OR TO SPECIFIC AGENCIES. IN FISCAL YEAR 2019-2020, UWMD PROCESSED $14,031,284 MILLION IN DESIGNATIONS. 4814265 2678680 10790 UWMD BUILDS AND LEADS COLLABORATIVE 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 2019-2020, UWMD HELPED MORE THAN 12,500 INDIVIDUALS ACCESS OVER $18.5 MILLION IN TAX REFUNDS AND SAVINGS, HELPED OVER 4,300 PEOPLE FIND BETTER EMPLOYMENT, INCREASED SAVINGS BY AN AVERAGE OF $1,300.32, REDUCED DEBT BY AN AVERAGE OF $23,276, AND PROVIDED CAPACITY BUILDING AND NETWORKING (CONTINUED IN SCHEDULE O) OPPORTUNITIES TO MORE THAN 100 ORGANIZATIONS IN THE REGION.2. GROW SOUTH, GROW STRONG, SERVES 1,700 STUDENTS AND THEIR FAMILIES WITHIN THREE TARGETED SCHOOLS IN DALLAS ISD'S ROOSEVELT FEEDER PATTERN. THE INITIATIVE AIMS TO SUPPORT STUDENTS AND FAMILIES AND ENGAGE THE COMMUNITY AND CORPORATIONS THROUGH TARGETED PROGRAMS, WORKSHOPS, AND EVENTS IN AN EFFORT TO CAPITALIZE ON THE COMMUNITY'S BIGGEST OPPORTUNITIES AND ADDRESS THE COMMUNITY'S BIGGEST CHALLENGES. 3. SOUTHERN DALLAS THRIVES IS A TARGETED INITIATIVE ADVANCING OUR MISSION AND IMPACT WITH A FOCUS ON PROVIDING CRITICAL SERVICES AND SUPPORT IN A COMMUNITY THAT HAS BEEN DISPROPORTIONATELY IMPACTED BY HISTORY OF POVERTY AND LONG-TERM SYSTEMIC AND SYSTEMATIC RACISM. THROUGH THE SOUTHERN DALLAS THRIVES INITIATIVE, UWMD 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 FOR MARGINALIZED WOMEN AND THEIR CHILDREN.4. UNITED WAY SOCIAL INNOVATION ACCELERATOR IS A MENTOR-DRIVEN SOCIAL INNOVATION FUND AND IMPACT ACCELERATOR PROGRAM THAT INVESTS IN ORGANIZATIONS THAT ARE FOCUSED ON IMPLEMENTING NOVEL SOLUTIONS TO COMMUNITY CHALLENGES IN EDUCATION, FINANCIAL STABILITY, AND HEALTH THROUGH SEED FUNDING, INTENSIVE PROFESSIONAL DEVELOPMENT, MENTORSHIP AND COACHING, AND INCREASED VISIBILITY OPPORTUNITIES. IN FISCAL YEAR 2019-2020 THE PROGRAM SUPPORTED 10 FELLOWS; $250,000 IN SEED FUNDING WAS INVESTED IN THE FELLOWS.5. HEALTHY ZONE SCHOOL (HZS) PROGRAM, SUPPORTS AND REWARDS SCHOOLS THAT PROMOTE HEALTHY BEHAVIORS. THE PROGRAM PROVIDES OVER 197 SCHOOLS WITH TOOLS AND RESOURCES TO CREATE A HEALTH-CONSCIOUS CULTURE AND ENGAGE THE SURROUNDING COMMUNITY IN A GROUP EFFORT TO ENCOURAGE HABITS FOR LIFELONG WELLBEING. RESULTS HAVE SHOWN THAT 73% OF STUDENTS IMPROVED AEROBIC CAPACITY AND 65% OF STUDENTS MOVED IN A HEALTHY DIRECTION FOR BODY COMPOSITION. 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 2019-2020, 586 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 568 FAMILIES RECEIVED DIRECT PARENT EDUCATION PROGRAM SERVICES DURING FISCAL YEAR 2019-2020. ADDITIONALLY, 14,144 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 ISSUES WITH CHILD FOOD INSECURITY AND ACCESS. THE GOAL OF THE COUNCIL IS TO INCREASE THE EFFICIENCY AND EFFECTIVENESS OF SUMMER MEALS, AFTERSCHOOL SUPPER, AND NATIONAL SCHOOL LUNCH PROGRAMS TO ENSURE ACCESS TO HEALTHY MEALS FOR EVERY CHILD. 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 SOUTHERN DALLAS AND COLLIN COUNTY. IN PARTNERSHIP WITH COMMUNITIES FOUNDATION OF TEXAS AND STATE FAIR OF TEXAS, THIS PROGRAM PROVIDES TRAINING AND RESOURCES TO ENABLE SMALL AND MEDIUM SIZED NONPROFITS, CHURCHES, AND NEIGHBORHOOD ASSOCIATIONS TO OPERATE MORE EFFICIENTLY, INCREASE THEIR IMPACT, AND SUCCESSFULLY COMPETE FOR FUNDING. IN FISCAL YEAR 2019-2020 THE PROGRAM SUPPORTED 12 ORGANIZATIONS AND INVESTED MORE THAN $40,050 INTO TARGETED NONPROFITS. 46036270 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 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 86 0 1 110 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 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 JENNIFER SAMPSON PRESIDENT AND CEO 32.00 8.00 X 689843 0 82857 SUSAN HOFF CHIEF IMPACT/STRATEGY OFFICER 34.00 6.00 X 410247 0 44513 KATHERINE STENESEN CDO - THRU 01/2020 32.00 8.00 X 233730 0 38553 STEVEN KRAVIT SVP, IT & BLDG SVCS- THRU 03/2020 40.00 0.00 X 226874 0 42925 ASHLEY BRUNDAGE SVP, COMMUNITY IMPACT 40.00 0.00 X 140389 0 42752 JAIME GARCIA DIRECTOR, ENTERPRISE ANALYTICS 40.00 0.00 X 130290 0 24572 MELISSA BAIR VP, CORPORATE ENGAGEMENT 40.00 0.00 X 128911 0 17421 CANDACE GARDNER SVP, HUMAN RESOURCES 40.00 0.00 X 125237 0 42097 GREGORY MANGUM VP, ECONOMIC MOBILITY 40.00 0.00 X 120818 0 18496 JANICE HARISSIS CFO 38.00 2.00 X 99504 0 476 JENNIFER REEVES CORPORATE SECRETARY 40.00 0.00 X 90728 0 22121 JASON DOWNING BOARD CHAIR 5.00 0.00 X X 0 0 0 CLINT MCDONNOUGH UWFMD BOARD CHAIR 5.00 5.00 X X 0 0 0 MICHELLE VOPNI TREASURER 5.00 0.00 X X 0 0 0 CHARLENE LAKE VICE CHAIR 5.00 0.00 X 0 0 0 ANNE MOTSENBOCKER ALM, IMMEDIATE PAST BOARD CHAIR 2.00 0.00 X 0 0 0 RICK BRIDWELL AT-LARGE MEMBER 2.00 0.00 X 0 0 0 JORGE CORRAL AT-LARGE MEMBER 2.00 0.00 X 0 0 0 DARRELL CRALL AT-LARGE MEMBER 2.00 0.00 X 0 0 0 REGEN FEARON 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 JAMES HINTON AT-LARGE MEMBER 2.00 0.00 X 0 0 0 SCOTT HUDSON AT-LARGE MEMBER 2.00 0.00 X 0 0 0 PETE LERMA AT-LARGE MEMBER 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 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 JENNIFER SAENZ 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 STEVEN WILLIAMS AT-LARGE MEMBER 2.00 0.00 X 0 0 0 BOB WRIGHT COMMUNITY IMPACT CHAIR 5.00 0.00 X 0 0 0 CHRIS WYSE AT-LARGE MEMBER 2.00 0.00 X 0 0 0 2396571 0 376783 18 0 1 0 THE COOPER INSTITUTE 12330 PRESTON ROAD DALLAS TX 75230 HEALTHY ZONE SCHOOLS PROGRAM 506200 DALLAS INDEPENDENT SCHOOL DISTRICT 801 MAIN STREET DALLAS TX 75202 THVP CONTRACTOR 298228 ACIS INC 1028 N MCDONALD SUITE 900 MCKINNEY TX 75069 BUILDING REPAIRS AND MAINTENANCE 272453 DALLAS COUNTY HOSPITAL DISTRICT PO BOX 660599 DALLAS TX 75266 HOPES PROGRAM CONTRACTOR 250107 TOTAGO TECHNOLOGIES 1016 COVE MEADOW CT CEDAR HILL TX 75104 DATA ANALYTICS 143040 10 X 222399 2685000 3875728 46872182 255672 53655309 162532 162532 DESIGNATION PROCESSING FEES 561000 998847 998847 FLEX CREDITS 900099 52919 52919 DEFERRED COMPENSATION REVENUE 900099 19982 19982 27699 10790 16909 1099447 54917288 1009637 0 252342 X 38629217 38629217 2093754 634832 343284 1115638 5966406 2361538 1075782 2529086 301569 110126 71322 120121 890674 355941 138878 395855 542844 207189 90032 245623 3359 234 2850 275 115365 35174 36509 43682 25853 25853 1702717 830332 413736 458649 980592 728563 2780 249249 87778 37434 16199 34145 473294 203799 100423 169072 624481 538200 28777 57504 74209 47135 10818 16256 444396 162959 13110 268327 603486 474823 34580 94083 754638 593749 43241 117648 70880 3782 67017 81 MEMBERSHIP DUES 46321 30958 10517 4846 EMPLOYEE RELATIONS 29383 8283 4672 16428 EXTERNAL GIFTS 28367 13766 10430 4171 INVENTORY WRITE-OFF 16357 0 0 16357 7206 2383 2873 1950 54513146 46036270 2517830 5959046 3725649 7689161 7657170 4347798 14278963 13765195 210821 434626 13283888 7943478 5675606 5340410 0 0 0 0 0 0 12962314 12897331 44510523 44474521 1628873 1375305 7368965 7382500 0 0 0 1398300 4218237 2342184 13216075 12498289 X 3210163 6133757 28084285 25842475 31294448 31976232 44510523 44474521 X 404142 62800 214842 X 0 1 X 1 1 1 X 58645962 62951397 56302770 63322626 53655309 294878064 58645962 62951397 56302770 63322626 53655309 294878064 79478686 215399378 98394 93400 163334 262509 162532 780169 19674 76358 90631 16641 89810 293114 295951347 6370144 0.72780 0.73700 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2015 AMOUNT: $ 19,674. 2016 AMOUNT: $ 76,358. 2017 AMOUNT: $ 30. 2018 AMOUNT: $ 914. 2019 AMOUNT: $ 3,386. FLEX CREDIT - 2017 AMOUNT: $ 25,682. 2018 AMOUNT: $ 9,295. 2019 AMOUNT: $ 52,919. INSURANCE COMPANY DIVIDEND - 2017 AMOUNT: $ 8,989. 2018 AMOUNT: $ 6,432. 2019 AMOUNT: $ 13,523. GROSS FUNDRAISING REVENUE - 2017 AMOUNT: $ 55,930. DEFERRED COMPENSATION - 2019 AMOUNT: $ 19,982. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 241022 0 5000 0 246022 0 54682670 0 54928692 0 1000000 0 250000 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 193375 177421 219009 246022 835827 250000 250000 250000 250000 1000000 1500000 188181 176990 218936 241022 825129 47147486 2242870 1682382 3182266 4024799 43865673 45173952 1799685 2761370 2587521 47147486 41867356 3258494 3137160 3089058 45173952 34658230 5769411 4641271 1420820 1780736 41867356 32928328 3795736 567397 1487395 1145836 34658230 0.52240 0.44450 0.03310 0 1 1 211259 211259 8797847 5248591 3549256 1059409 440097 619312 2484226 1584795 899431 731147 669995 61152 5340410 BENEFICIAL INTEREST IN TRUSTS 9659354 DUE FROM UNITED WAY FOUNDATION 3197775 DEFERRED COMPENSATION 40202 12897331 DONOR DESIGNATIONS 1826482 DUE TO UNITED WAY FOUNDATION 515702 2342184 X 41602413 62800 438767 -13816442 -13314875 54917288 0 54917288 40920629 438767 -14031284 -13592517 54513146 0 54513146 PART V, LINE 4: ADJUSTMENT TO PRIOR YEAR ENDOWMENT BALANCE DUE TO A CHANGE IN REPORTING ON THE FINANCIAL STATEMENTS, A BEGINNING BALANCE ADJUSTMENT IS BEING REPORTED IN LINE F, ADMINISTRATIVE EXPENSES OF PART V. THIS AMOUNT REPRESENTS UNCOLLECTED ACCOUNTS RECEIVABLE PREVIOUSLY INCLUDED IN THE BALANCE OF THE ENDOWMENT. THIS HAS BEEN EXCLUDED FROM THE ENDOWMENT BALANCE AS OF 2020 AND WILL BE GOING FORWARD. THIS RECEIVABLE IS STILL EXPECTED TO BE COLLECTED. THIS IS A ONE-TIME REPORTING ADJUSTMENT AND DOES NOT REPRESENT A TRUE ADMINISTRATIVE EXPENSE. 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. UNITED WAY AND THE FOUNDATION RECOGNIZE 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 FILED UNRELATED BUSINESS INCOME TAX RETURNS SINCE 2018. THEREFORE, TAX YEARS REMAIN OPEN FOR YEARS PRIOR TO 2018 IN WHICH AN INCOME TAX RETURN HAS NOT BEEN FILED. UNITED WAY AND THE FOUNDATION RECOGNIZE ANY INTEREST AND PENALTIES RELATED TO INCOME TAXES. THERE WAS NO INTEREST RELATED TO INCOME TAXES THAT HAS BEEN ACCRUED OR RECOGNIZED AS OF AND FOR THE YEARS ENDED JUNE 30, 2020 AND 2019. THERE WERE NOMINAL PENALTIES RELATED TO INCOME TAXES RECOGNIZED AS OF AND FOR THE YEARS ENDED JUNE 30, 2020 AND 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECONCILIATION OF REVENUE DESIGNATIONS TO AGENCIES (13,402,738) CHANGE OF INTEREST HELD IN TRUSTS (413,704) TOTAL REVENUE INCLUDED ON BOOKS AND NOT ON RETURN- (13,816,442) PART XII, LINE 2D - OTHER ADJUSTMENTS: RECONCILIATION OF EXPENSES DESIGNATIONS TO AGENCIES (14,031,284) TOTAL EXPENSE INCLUDED ON BOOKS AND NOT ON RETURN- (14,031,284) 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 44,474,521 50,107,687 (3,713,477) 90,868,731 TOTAL LIABILITIES 12,498,289 3,197,775 (3,713,477) 11,982,587 NET ASSETS 31,976,232 46,909,912 0 78,886,144 1 ABERG CENTER FOR LITERACY 5100 ROSS AVENUE DALLAS TX 75206 020706898 501(C)(3) 48000 PROGRAM OPS COST ACHIEVE (FKA CITIZENS DEVELOPMENT CENTER) 8000 AMBASSADOR ROW DALLAS TX 75247 751008422 501(C)(3) 200000 PROGRAM OPS COST AES LITERACY INSTITUTE 7411 HINES PLACE STE 120 DALLAS TX 75235 833899952 501(C)(3) 10000 PROGRAM OPS COST AFTER-SCHOOL ALL-STARS NORTH TEXAS 2904 FLOYD ST DALLAS TX 75024 954441208 501(C)(3) 120000 PROGRAM OPS COST AGAPE RESOURCE & ASSISTANCE CENTER PO BOX 861664 PLANO TX 75086 752942035 501(C)(3) 90000 PROGRAM OPS COST AIDS INTERFAITH NETWORK 501 N STEMMONS STE 200 DALLAS TX 75207 752241382 501(C)(3) 10000 PROGRAM OPS COST ALLEN COMMUNITY OUTREACH 801 E MAIN STREET ALLEN TX 75002 751986190 501(C)(3) 40000 PROGRAM OPS COST ALLIANCE CHILD & FAMILY SOLUTIONS 1307 8TH AVE SUITE 310 FORT WORTH TX 76104 462117819 501(C)(3) 10000 PROGRAM OPS COST ALS ASSOCIATION TEXAS CHAPTER 14555 DALLAS PARKWAY SUITE 100-219 DALLAS TX 75254 742678974 501(C)(3) 10000 PROGRAM OPS COST ASSISTANCE CENTER OF COLLIN COUNTY 900 EAST 18TH STREET PLANO TX 75074 751550604 501(C)(3) 42500 PROGRAM OPS COST AUSTIN STREET CENTER 2929 HICKORY STREET DALLAS TX 75226 751881365 501(C)(3) 38675 PROGRAM OPS COST AVANCE DALLAS 2060 SINGLETON BLVD DALLAS TX 75212 752699260 501(C)(3) 659491 PROGRAM OPS COST BAYLOR HEALTH CARE SYSTEM FOUNDATION 3600 GASTON AVENUE BARNETT TOWER STE 100 DALLAS TX 75246 751606705 501(C)(3) 115000 PROGRAM OPS COST BAYLOR UNIVERSITY 1111 W MOCKINGBIRD STE 1350 DALLAS TX 75247 741159753 501(C)(3) 77000 PROGRAM OPS COST BEACON HILL PREPARATORY INSTITUTE 1402 CORINTH STREET SUITE 257 DALLAS TX 75215 421624235 501(C)(3) 90300 PROGRAM OPS COST BELKNAP MINISTRIES 9424 MILITARY PKWY DALLAS TX 75227 452810447 501(C)(3) 15000 PROGRAM OPS COST BETTER BLOCK FOUNDATION PO BOX 4007 DALLAS TX 75382 474885264 501(C)(3) 55000 PROGRAM OPS COST BIG BROTHERS BIG SISTERS LONE STAR 450 EAST JOHN CARPENTER FREEWAY IRVING TX 75062 750800632 501(C)(3) 100600 PROGRAM OPS COST BIG THOUGHT 1409 SOUTH LAMAR STREET SUITE 1015 DALLAS TX 75215 752170035 501(C)(3) 30000 PROGRAM OPS COST BOLD IDEA 2904 FLOYD STREET SUITE A DALLAS TX 75204 473742945 501(C)(3) 8000 PROGRAM OPS COST BOY SCOUTS OF AMERICA CIRCLE TEN COUNCIL 8605 HARRY HINES BLVD DALLAS TX 75235 750800615 501(C)(3) 100000 PROGRAM OPS COST BOYS & GIRLS CLUB OF NORTHEAST TEXAS INC PO BOX 1876 GREENVILLE TX 75403 752174005 501(C)(3) 10000 PROGRAM OPS COST BOYS & GIRLS CLUBS OF COLLIN COUNTY 7790 MAIN STREET FRISCO TX 75033 751296869 501(C)(3) 55000 PROGRAM OPS COST BOYS & GIRLS CLUBS OF GREATER DALLAS PO BOX 140189 DALLAS TX 75214 751152657 501(C)(3) 193000 PROGRAM OPS COST BRASWELL CHILD DEVELOPMENT CENTER 2203 S 2ND AVENUE DALLAS TX 75210 752538361 501(C)(3) 6000 PROGRAM OPS COST BRIDGE STEPS DBA THE BRIDGE 1818 CORSICANA ST DALLAS TX 75201 453452817 501(C)(3) 78675 PROGRAM OPS COST BRIGHTER TOMORROWS PO BOX 532151 GRAND PRAIRIE TX 75053 752291809 501(C)(3) 8000 PROGRAM OPS COST BROTHER BILL'S HELPING HAND 3906 N WESTMORELAND DALLAS TX 75212 756027740 501(C)(3) 15000 PROGRAM OPS COST BUCKNER CHILDREN AND FAMILY SERVICES INC 700 N PEARL SUITE 1200 DALLAS TX 75201 752571395 501(C)(3) 10000 PROGRAM OPS COST CAFE MOMENTUM 1510 PACIFIC AVENUE DALLAS TX 75201 320384561 501(C)(3) 33000 PROGRAM OPS COST CALLIER CENTER FOR COMMUNICATION DISORDERS 1966 INWOOD ROAD DALLAS TX 75235 751305566 501(C)(3) 50000 PROGRAM OPS COST CARECENTER MINISTRIES 7912 ANTOINETTE ST DALLAS TX 75217 752306428 501(C)(3) 30000 PROGRAM OPS COST CARSON'S VILLAGE 303 SADDLE TREE TRAIL COPPELL TX 75019 821854361 501(C)(3) 15000 PROGRAM OPS COST CARTER'S HOUSE 2922 MARTIN LUTHER KING JR DALLAS TX 75215 465198495 501(C)(3) 11250 PROGRAM OPS COST CASA OF COLLIN COUNTY 101 E DAVIS STREET MCKINNEY TX 75069 752391961 501(C)(3) 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DALLAS TX 75208 752180083 501(C)(3) 265000 PROGRAM OPS COST PUEDE NETWORK 2207 HARLANDALE AVE DALLAS TX 75216 474703462 501(C)(3) 20000 PROGRAM OPS COST RAINBOW DAYS INC 8150 N CENTRAL EXPRESSWAY M-1003 DALLAS TX 75206 751844908 501(C)(3) 91200 PROGRAM OPS COST READERS 2 LEADERS 2223 SINGLETON BLVD STE 140 DALLAS TX 75212 900641325 501(C)(3) 125000 PROGRAM OPS COST READING PARTNERS 2910 SWISS AVENUE DALLAS TX 75204 770568469 501(C)(3) 120000 PROGRAM OPS COST REAL SCHOOL GARDENS - OUT TEACH 1 THOMAS CIRCLE NW SUITE 700 WASHINGTON DC 20005 205946552 501(C)(3) 148000 PROGRAM OPS COST RECONCILIATION ACADEMY 4301 BRYAN STREET SUITE 120 DALLAS TX 75204 752733436 501(C)(3) 8000 PROGRAM OPS COST REFUGEE SERVICES OF TEXAS 9241 LBJ FWY 210 DALLAS TX 75043 751618251 501(C)(3) 20000 PROGRAM OPS COST RESOURCE CENTER OF DALLAS INC PO BOX 190869 DALLAS TX 75219 751892059 501(C)(3) 200000 PROGRAM OPS COST RICHARDSON ADULT LITERACY CENTER PO BOX 835936 RICHARDSON TX 75083 752337073 501(C)(3) 33000 PROGRAM OPS COST ROCKWALL COUNTY HELPING HANDS 950 WILLIAMS STREET ROCKWALL TX 75087 752402276 501(C)(3) 115000 PROGRAM OPS COST ROCKWALL INDEPENDENT SCHOOL DISTRICT 1050 WILLIAMS STREET ROCKWALL TX 75087 756002334 501(C)(3) 8000 PROGRAM OPS COST ROSA ES ROJO INC 2605 FRANCES LN LITTLE ELM TX 75068 813557997 501(C)(3) 35000 PROGRAM OPS COST SCHOLARSHOT 2904 SWISS AVENUE DALLAS TX 75204 270232250 501(C)(3) 50000 PROGRAM OPS COST SENIOR CITIZENS OF GREATER DALLAS INC 3910 HARRY HINES BLVD DALLAS TX 75219 751085555 501(C)(3) 210000 PROGRAM OPS COST SHARED HOUSING CENTER INC 402 N GOOD LATIMER EXPRESSWAY DALLAS TX 75204 752137522 501(C)(3) 95000 PROGRAM OPS COST SHARING LIFE COMMUNITY OUTREACH INC 3544 E EMPORIUM CIRCLE MESQUITE TX 75150 752831756 501(C)(3) 20000 PROGRAM OPS COST SHILOH PLACE MCKINNEY PO BOX 2731 MCKINNEY TX 75070 452032784 501(C)(3) 10000 PROGRAM OPS COST SOCIETY OF ST VINCENT DE PAUL 50 NORTH B STREET SAN MATEO CA 94401 941375833 501(C)(3) 60000 PROGRAM OPS COST SOCIETY OF ST VINCENT DE PAUL CHARITABLE PHARMACY OF NORTH 3826 GILBERT AVENUE DALLAS TX 75219 263273175 501(C)(3) 10000 PROGRAM OPS COST SOCIETY OF ST VINCENT DE PAUL OF NORTH TEXAS 3826 GILBERT AVE DALLAS TX 75219 751630370 501(C)(3) 30000 PROGRAM OPS COST SONYA'S HOUSE 7008 SORCEY RD DALLAS TX 75249 812390858 501(C)(3) 10000 PROGRAM OPS COST SOUTHERN DALLAS LINK 1020 SCOTLAND DR 3115 DESOTO TX 75115 822392922 501(C)(3) 25000 PROGRAM OPS COST SOUTHERN METHODIST UNIVERSITY PO BOX 750261 DALLAS TX 75275 750800689 501(C)(3) 76000 PROGRAM OPS COST SOUTHWESTERN DIABETIC FOUNDATION - CAMP SWEENEY 10687 FM 678 WHITESBORO TX 76273 756002547 501(C)(3) 25000 PROGRAM OPS COST ST PHILIP'S SCHOOL & COMMUNITY CENTER 1600 PENNSYLVANIA AVENUE DALLAS TX 75215 751097360 501(C)(3) 15000 PROGRAM OPS COST STAND FOR CHILDREN LEADERSHIP CENTER 1350 MOTOR CIRCLE DALLAS TX 75207 521957214 501(C)(3) 25000 PROGRAM OPS COST STEP UP 901 S CENTRAL EXPRESSWAY RICHARDSON TX 75080 954701468 501(C)(3) 45000 PROGRAM OPS COST TR HOOVER COMMUNITY DEVELOPMENT CENTER 5106 BEXAR STREET DALLAS TX 75215 752700136 501(C)(3) 7250 PROGRAM OPS COST TEXAS MUSLIM WOMEN'S FOUNDATION INC PO BOX 863388 PLANO TX 75086 203060929 501(C)(3) 105000 PROGRAM OPS COST TEXAS WOMANS UNIVERSITY FOUNDATION PO BOX 425618 DENTON TX 76204 751292762 501(C)(3) 10000 PROGRAM OPS COST TEXPROTECTS THE TEXAS ASSOCIATION 1341 W MOCKINGBIRD LANE SUITE 560W DALLAS TX 75247 461332547 501(C)(3) 48750 PROGRAM OPS COST TFI FAMILY SERVICES 618 COMMERCIAL STREET EMPORIA KS 66801 480806277 501(C)(3) 10000 PROGRAM OPS COST THANKS-GIVING FOUNDATION PO BOX 131770 DALLAS TX 75313 756036406 501(C)(3) 10000 PROGRAM OPS COST THE AGAPE CLINIC 4105 JUNIUS STREET DALLAS TX 75246 141847977 501(C)(3) 15000 PROGRAM OPS COST THE COMMIT PARTNERSHIP 3800 MAPLE AVENUE SUITE 800 DALLAS TX 75219 800790222 501(C)(3) 110000 PROGRAM OPS COST THE COOPER INSTITUTE 12330 PRESTON RD DALLAS TX 75230 237075529 501(C)(3) 506200 PROGRAM OPS COST THE DALLAS FOUNDATION 3963 MAPLE AVENUE SUITE 390 DALLAS TX 75219 752890371 501(C)(3) 152000 PROGRAM OPS COST THE MEN OF NEHEMIAH 2010 AL LIPSCOMB WAY DALLAS TX 75225 452041299 501(C)(3) 7500 PROGRAM OPS COST THE SALVATION ARMY 8787 NORTH STEMMONS FREEWAY 800 DALLAS TX 75247 580660607 501(C)(3) 478675 PROGRAM OPS COST THE SAMARITAN INN 1725 NORTH MCDONALD STREET MCKINNEY TX 75071 751984285 501(C)(3) 74500 PROGRAM OPS COST THE STEWPOT OF FIRST PRESBYTERIAN CHURCH 1835 YOUNG ST DALLAS TX 75201 750871727 501(C)(3) 30000 PROGRAM OPS COST THE TURNING POINT (RAPE CRISIS CENTER OF COLLIN COUNTY) PO BOX 866754 PLANO TX 75086 752065785 501(C)(3) 37500 PROGRAM OPS COST THE VISITING NURSE ASSOCIATION OF TEXAS 1600 VICEROY DRIVE SUITE 400 DALLAS TX 75235 750800692 501(C)(3) 115000 PROGRAM OPS COST THE WALLS PROJECT 458 AMERICA STREET BATON ROUGE LA 70802 455485171 501(C)(3) 35000 PROGRAM OPS COST THE WARREN CENTER 320 CUSTER RD RICHARDSON TX 75080 751282040 501(C)(3) 77800 PROGRAM OPS COST TRAUMA SUPPORT SERVICES OF NORTH TEXAS 210 S CEDAR RIDGE DRIVE SUITE C-100 DUNCAVILLE TX 75116 260469778 501(C)(3) 10000 PROGRAM OPS COST TREY ATHLETES 10112 GREEN COURT IRVING TX 75063 830807555 501(C)(3) 25000 PROGRAM OPS COST TRINITY RIVER MISSION 2060 SINGLETON BLVD STE 104 DALLAS TX 75212 756055203 501(C)(3) 200000 PROGRAM OPS COST TURTLE CREEK MANOR INC 2707 ROUTH ST DALLAS TX 75201 751282276 501(C)(3) 35000 PROGRAM OPS COST UNDER 1 ROOF 5787 S HAMPTON RD SUITE 270 DALLAS TX 75232 800765001 501(C)(3) 9000 PROGRAM OPS COST UNION DEVELOPMENT CORPORATION - PROJECT UNITY 5500 CARUTH HAVEN LANE DALLAS TX 75225 020683218 501(C)(3) 25000 PROGRAM OPS COST UNION GOSPEL MISSION DALLAS 3211 IRVING BLVD DALLAS TX 75247 756003612 501(C)(3) 15000 PROGRAM OPS COST UNIVERSITY OF TEXAS FOUNDATION PO BOX 250 AUSTIN TX 78767 741587488 501(C)(3) 10000 PROGRAM OPS COST UPLIFT EDUCATION 606 E ROYAL LANE IRVING TX 75039 752659683 501(C)(3) 305000 PROGRAM OPS COST URBAN TEACHERS 1825 MARKET CENTER BLVD SUITE 320 DALLAS TX 75207 270989006 501(C)(3) 8000 PROGRAM OPS COST VETERAN WOMEN'S ENTERPRISE CENTER 4900 LANCASTER RD DALLAS TX 75216 822665373 501(C)(3) 20000 PROGRAM OPS COST VIOLA'S HOUSE 1819 MARTIN LUTHER KING JR BLVD DALLAS TX 75215 463200741 501(C)(3) 6250 PROGRAM OPS COST VOGEL ALCOVE 5219 MAPLE AVE 2302 DALLAS TX 75235 752133827 501(C)(3) 93000 PROGRAM OPS COST VOICE OF HOPE MINISTRIES 4120 GENTRY DR DALLAS TX 75212 751850380 501(C)(3) 8000 PROGRAM OPS COST VOLUNTEER CENTER OF NORTH TEXAS 2800 LIVE OAK DALLAS TX 75204 751364145 501(C)(3) 5000 PROGRAM OPS COST VOLUNTEERS OF AMERICA TEXAS 300 E MIDWAY DRIVE EULESS TX 76039 750827469 501(C)(3) 30000 PROGRAM OPS COST WESLEY-RANKIN COMMUNITY CENTER INC 3100 CROSSMAN AVENUE DALLAS TX 75212 750808775 501(C)(3) 20000 PROGRAM OPS COST WEST DALLAS COMMUNITY SCHOOL 2300 CANADA DRIVE DALLAS TX 75212 752576975 501(C)(3) 20000 PROGRAM OPS COST WILKINSON CENTER 4144 N CENTRAL EXPRESSWAY 610 DALLAS TX 75204 752712117 501(C)(3) 200000 PROGRAM OPS COST WOMEN CALLED MOSES COALITION AND OUTREACH INC 7800 N STEMMONS FREEWAY SUITE 375 DALLAS TX 75247 200442818 501(C)(3) 20000 PROGRAM OPS COST WOMEN IN NEED OF GENEROUS SUPPORT - WINGS 2603 INWOOD ROAD DALLAS TX 75235 750800699 501(C)(3) 425000 PROGRAM OPS COST WORKERS DEFENSE PROJECT 5604 MANOR ROAD AUSTIN TX 78723 352296166 501(C)(3) 10000 PROGRAM OPS COST WTIA WORKFORCE INSTITUTE 2200 ALASKAN WAY STE 390 SEATTLE WA 98121 473951262 501(C)(3) 50000 PROGRAM OPS COST WYLIE INDEPENDENT SCHOOL DISTRICT 951 SOUTH BALLARD AVENUE WYLIE TX 75098 756002810 501(C)(3) 8000 PROGRAM OPS COST YEAR UP DALLASFORT WORTH 701 ELM ST 400 DALLAS TX 75202 043534407 501(C)(3) 40000 PROGRAM OPS COST YMCA OF METROPOLITAN DALLAS 601 NORTH AKARD STREET DALLAS TX 75201 750800696 501(C)(3) 210000 PROGRAM OPS COST YOUNG WOMEN'S PREPARATORY NETWORK 2804 SWISS AVENUE DALLAS TX 75204 470902114 501(C)(3) 85000 PROGRAM OPS COST YOUTH WITH FACES 6333 E MOCKINGBIRD SUITE 147-872 DALLAS TX 75214 300018778 501(C)(3) 75000 PROGRAM OPS COST ZAN WESLEY HOLMES JR COMMUNITY OUTREACH CENTER PO BOX 571513 DALLAS TX 75357 270054084 501(C)(3) 20000 PROGRAM OPS COST DESIGNATED DONATIONS TO UWMD 1800 N LAMAR STREET DALLAS TX 75202 756005352 501(C)(3) 14031284 DONOR DESIGNATIONS 265 SCHEDULE I, 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 PROGRAMS IN A MANNER CONSISTENT WITH INFORMATION COMMUNICATED TO UWMD AND TO REGULARLY REPORT ON THOSE PROGRAMS SUPPORTED BY UWMD FUNDING. FOR GRANTS MADE IN SUPPORT OF PROGRAM OPERATIONS COSTS, THE AGENCY WILL REPORT INFORMATION BASED ON SIX CATEGORIES (DEMOGRAPHICS, ZIP CODES SERVED, DOLLARS SPENT, SUCCESS STORIES, OUTCOMES AND BUDGET), UNLESS SPECIAL ARRANGEMENTS HAVE BEEN MADE AND AGREED TO, IN WRITING, BY BOTH THE AGENCY AND UWMD. AN APPROVED OUTCOME PLAN WILL BE PART OF EACH PROGRAM REPORT, WITH RESULTS BEING REPORTED IN A MANNER CONSISTENT WITH THE APPROVED PLAN. FAILURE TO HAVE AN APPROVED PLAN OR TO REPORT IN AN APPROPRIATE MANNER WILL LEAD TO A REVIEW OF GRANT FUNDING. ANY MATERIAL CHANGE IN THE 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. ORGANIZATIONS RECEIVING DESIGNATED CONTRIBUTIONS THROUGH UNITED WAY ARE SUBJECT TO VETTING AND SCREENING THROUGH SUPPORT SERVICES PROVIDED BY GUIDESTAR. IN ADDITION TO THOSE AGENCIES LISTED, UWMD ALSO HAD DONOR DESIGNATED FUNDS TO AGENCIES IN THE AMOUNT OF $14,031,284 X 1 1 X X X X 0 1 0 0 0 0 0 1 0 JENNIFER SAMPSON PRESIDENT AND CEO 372894 0 113604 0 203345 0 44629 0 38228 0 772700 0 184824 0 SUSAN HOFF CHIEF IMPACT/STRATEGY OFFICER 296972 0 110108 0 3167 0 19600 0 24913 0 454760 0 0 0 KATHERINE STENESEN CDO - THRU 01/2020 203642 0 29925 0 163 0 14872 0 23681 0 272283 0 0 0 STEVEN KRAVIT SVP, IT & BLDG SVCS- THRU 03/2020 192886 0 22800 0 11188 0 10600 0 32325 0 269799 0 0 0 ASHLEY BRUNDAGE SVP, COMMUNITY IMPACT 124818 0 15391 0 180 0 9560 0 33192 0 183141 0 0 0 JAIME GARCIA DIRECTOR, ENTERPRISE ANALYTICS 130128 0 0 0 162 0 4517 0 20055 0 154862 0 0 0 CANDACE GARDNER SVP, HUMAN RESOURCES 124966 0 0 0 271 0 7084 0 35013 0 167334 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. PART I, LINE 4B PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN JENNIFER SAMPSON PARTICIPATED IN THE ORGANIZATION'S 457F PLAN. FOR CALENDAR YEAR 2019, MS. SAMPSON RECEIVED THE FOLLOWING; EMPLOYER 457F DEFERRAL $25,029 THIS AMOUNT IS REPORTED ON SCHEDULE J, PART II, COL C. PAYOUT OF PREVIOUSLY DEFERRED 457F BENEFITS $184,824 THIS AMOUNT IS REPORTED ON SCHEDULE J, PART II, COL B(III) AND COL F. PART I, LINE 7 THE ORGANIZATION'S BONUS PROGRAM IS BASED ON METRICS SET IN AN ORGANIZATIONAL SCORECARD. X 17 255472 FMV X IN-KIND GOODS 2 200 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 III, LINE 1 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. IN FISCAL YEAR 2019-2020, TOGETHER WE PUT OPPORTUNITY IN THE HANDS OF 1.2 MILLION NORTH TEXANS. WE INVITE ALL NORTH TEXANS TO BE PART OF THE CHANGE BY GIVING, ADVOCATING AND VOLUNTEERING. FORM 990, PART VI, SECTION A, LINE 1 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 THE EXECUTIVE COMMITTEE OF THE BOARD. THE COMMITTEE HAS THE RESPONSIBILITY OF DETERMINING AND RECOMMENDING TO THE BOARD FOR APPROVAL THE SENIOR LEADERSHIP TEAM COMPENSATION AND BENEFITS. UWMD'S VICE PRESIDENT OF HUMAN RESOURCES PROVIDES FACTUAL, SUPPORTIVE, AND COMPARATIVE INFORMATION, AS REQUESTED. THE COMMITTEE REVIEWS AND APPROVES UWMD'S GOALS AND OBJECTIVES RELEVANT TO CEO COMPENSATION AND EVALUATES THE PERFORMANCE OF THE CEO ANNUALLY AGAINST THOSE GOALS AND OBJECTIVES. THE COMMITTEE RECOMMENDS TO THE BOARD, FOR APPROVAL, THE CEO'S COMPENSATION PACKAGE BASED ON THIS EVALUATION. THE DELIBERATIONS AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED IN CONTEMPORANEOUS SUBSTANTIATION. THE COMMITTEE WILL REVIEW ANNUALLY ALL INCENTIVE COMPENSATION PLANS AND/OR SPECIAL COMPENSATION ARRANGEMENTS FOR MEMBERS OF UWMD'S LEADERSHIP TEAM AND OTHER STAFF MEMBERS AS APPROPRIATE, INCLUDING BONUS AND INCENTIVE AWARDS, SEVERANCE PACKAGES, EMPLOYMENT AGREEMENTS, AND/OR OTHER SPECIAL SUPPLEMENTAL BENEFITS. 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 $13,402,738 OF DONOR DESIGNATED REVENUE AND $14,031,284 OF DONOR DESIGNATED GRANTS. $254,482 OF THE DONOR DESIGNATED FUNDS WAS GRANTED TO UNITED WAY FOUNDATION OF METROPOLITAN DALLAS, A RELATED ORGANIZATION. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: CHANGE OF INTEREST HELD IN TRUSTS (413,704) NET DESIGNATION TO AGENCIES 628,546 TOTAL TO FORM 990, PART XI, LINE 9 214,842 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 2685000 FMV UNITED WAY FOUNDATION OF METROPOLITAN DALLAS O 477266 FMV