2020-05-15T12:11:34-05:00 2019-06-30 GRANT THORNTON LLP 100 E WISCONSIN AVE MILWAUKEE WI 53202 990 2018-07-01 756005352 United Way of Metropolitan Dallas Inc % JANICE HARISSIS UNIT 2149780000 1800 N LAMAR STREET DALLAS TX 75202 JANICE HARISSIS CFO 2149780000 2020-05-15 true Michelle L Weber P00556798 4142898200 68.102.112.213 48105820201365000000 2020-05-15 P B7201E889B5261D4FDB5D523CB7956157A58434D B7201E889B5261D4FDB5D523CB7956157A58434D 2018 2020-09-23 17:36:50Z JENNIFER SAMPSON 1800 N LAMAR STREET DALLAS TX 75202 64784249 false X WWW.UNITEDWAYDALLAS.ORG X 1961 TX UWMD IS A COMMUNITY-BASED SOCIAL CHANGE ORGANIZATION THAT DRIVES LASTING CHANGE IN EDUCATION, INCOME & HEALTH. SEE PART III, LINE 1 FOR FULL MISSION STATEMENT. 24 24 135 35000 0 56302770 63322626 0 0 151715 260983 1333389 1199114 57787874 64782723 43000401 48166437 0 0 11581573 9498695 0 0 6653306 6212655 6836022 60794629 64501154 -3006755 281569 47818631 44510523 15645688 13216075 32172943 31294448 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) false false 25862126 25862126 1151282 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 2018-2019, UWMD PROCESSED $25,862,126 IN DESIGNATIONS. 20677711 16381950 Community Impact Grants invest in organizations that support Education, income, and health through four metropolitan Dallas Counties. together, we can tackle complex, interconnected issues and create lasting change in our community. 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 2018-2019, UWMD Invested in Over 180 (Continued in Schedule O) 8731791 5922361 31191 UWMD BUILDS AND LEADS COLLABORATIVE INITIATIVES THAT PREPARE KIDS TO GRADUATE AND SUCCEED, HELP FAMILIES BECOME AND STAY FINANCIALLY STABLE, AND ENABLE PEOPLE TO LIVE HEALTHY, PRODUCTIVE LIVES. EXAMPLES INCLUDE: 1. ONCE UPON A MONTH PROVIDES CHILDREN AGES 0-5 WITH ONE FREE CHILDRENS BOOK EVERY MONTH FOR A YEAR, ALONG WITH PARENT GUIDES IN BOTH ENGLISH AND SPANISH. THE RESULTING INTERACTIONS STIMULATE CURIOSITY, LANGUAGE DEVELOPMENT AND THE LEARNING SKILLS NEEDED FOR KIDS TO SUCCEED IN BOTH SCHOOL AND LIFE. SINCE MAY 2017, 46,150 BOOKS HAVE BEEN DISTRIBUTED TO 10,292 (CONTINUED IN SCHEDULE O) 55271628 true true false true false false false false false true true false false true true true false true false false false false false false false false false true false true false false false false false false false false true false false false false true true true false false true 84 0 true 135 true false false false false false true true false false false false false false X 24 24 false false false false false false false true true false false true true true true true true true true false X X JANICE HARISSIS 2149780000 1800 N LAMAR STREET DALLAS TX 75202 JASON DOWNING BOARD CHAIR 5.0 0.0 X X 0 0 0 CLINT MCDONNOUGH UWFMD BOARD CHAIR 5.0 5.0 X X 0 0 0 MICHELLE VOPNI TREASURER 5.0 0.0 X X 0 0 0 ANNE MOTSENBOCKER VC, IMMEDIATE PAST BOARD CHAIR 5.0 0.0 X 0 0 0 RICK BRIDWELL AT-LARGE MEMBER 2.0 0.0 X 0 0 0 JORGE CORRAL AT-LARGE MEMBER 2.0 0.0 X 0 0 0 REGEN FEARON AT-LARGE MEMBER 2.0 0.0 X 0 0 0 RICHARD FEDOCK AUDIT AND ETHICS CHAIR 5.0 0.0 X 0 0 0 MANNY FERNANDEZ AT-LARGE MEMBER 2.0 0.0 X 0 0 0 CECILY GOOCH AT-LARGE MEMBER 2.0 0.0 X 0 0 0 JAMES HINTON AT-LARGE MEMBER 2.0 0.0 X 0 0 0 CHARLENE LAKE AT-LARGE MEMBER 2.0 0.0 X 0 0 0 PETE LERMA AT-LARGE MEMBER 2.0 0.0 X 0 0 0 DAVID MARTIN AT-LARGE MEMBER 2.0 0.0 X 0 0 0 GAIL MCDONALD AT-LARGE MEMBER 2.0 0.0 X 0 0 0 SCOTT MOORE AT-LARGE MEMBER 2.0 0.0 X 0 0 0 DAVID PARK AT-LARGE MEMBER 2.0 0.0 X 0 0 0 TORRENCE ROBINSON AT-LARGE MEMBER 2.0 0.0 X 0 0 0 SANDRA PHILLIPS ROGERS AT-LARGE MEMBER 2.0 0.0 X 0 0 0 JENNIFER SAENZ AT-LARGE MEMBER 2.0 0.0 X 0 0 0 DEBRA BRENNAN TAGG AT-LARGE MEMBER 2.0 0.0 X 0 0 0 JULIE VAN HAREN RESOURCE DEVELOPMENT CHAIR 5.0 0.0 X 0 0 0 BOB WRIGHT COMMUNITY IMPACT CHAIR 5.0 0.0 X 0 0 0 CHRIS WYSE AT-LARGE MEMBER 2.0 0.0 X 0 0 0 JENNIFER SAMPSON PRESIDENT AND CEO 32.0 8.0 X 466513 0 79092 SUSAN HOFF CHIEF IMPACT/STRATEGY OFFICER 34.0 6.0 X 369795 0 41658 DAN APTOR CMO - thru 8/2018 40.0 0.0 X 270368 0 40361 KATHERINE STENESEN CHIEF DEVELOPMENT OFFICER 32.0 8.0 X 199001 0 39051 WANDA MIZUTOWICZ CFO - THRU 10/2018 38.0 2.0 X 163158 0 20108 JENNIFER REEVES CORPORATE SECRETARY 40.0 0.0 X 15204 0 3200 JANICE HARISSIS CFO - AS OF 11/2018 38.0 2.0 X 0 0 0 STEVEN KRAVIT SVP, IT & BUILDING SERVICES 40.0 0.0 X 183240 0 32584 DANIEL SMERCINA SVP, CORP RELATION-THRU 3/19 40.0 0.0 X 149730 0 11361 Wayne Hines VP, Corporate Relations 40.0 0.0 X 119572 0 17573 ASHLEY BRUNDAGE SVP, COMMUNITY IMPACT 40.0 0.0 X 117971 0 40085 Gregory Mangum VP, ECONOMIC MOBILITY 40.0 0.0 X 114654 0 17270 MEGHAN IRWIN SENIOR DIRECTOR PLANNED GIVING 40.0 0.0 X 109686 0 28349 2278892 0 370692 15 false true false The Cooper Institute 12330 Preston Road DALLAS TX 75230 Program Contracting 540000 MV Contract Transportation 5910 N Central Expressway Suite 1 DALLAS TX 75206 Program Contracting 384507 Dallas Independent School District 801 Main Street DALLAS TX 75202 Program Contracting 374170 Purpose 115 Fifth Avenue 6th Floor NEW YORK NY 10003 Brand Redesign 293500 Dallas County Hospital District PO Box 660599 DALLAS TX 75266 Program Contracting 282305 12 X 129406 2535000 3726977 56931243 479561 63322626 0 262509 262509 0 0 0 0 0 1526 -1526 -1526 -1526 0 0 0 0 0 0 0 0 0 DESIGNATION PROCESSING FEES 561000 1151282 1151282 0 0 EVENT TICKETS 900099 31191 31191 0 0 FLEX CREDITS 900099 9295 0 0 9295 7346 0 7346 1199114 64782723 1182473 0 277624 X 48166437 48166437 0 0 0 1615362 531727 213881 869754 0 6219810 2271264 1174109 2774437 266503 95129 22178 149196 904974 362621 135460 406893 492046 184472 72365 235209 0 810 540 5 265 219870 54721 116975 48174 219009 219009 0 0 2072120 950038 508115 613967 649449 415929 3964 229556 144004 56726 25064 62214 374613 137425 82018 155170 0 680960 515426 40643 124891 153716 94641 23467 35608 0 869385 182829 32969 653587 0 604882 446403 39922 118557 688838 508363 45463 135012 82555 61094 4789 16672 MEMBERSHIP DUES 34204 6394 24520 3290 EMPLOYEE RELATIONS 24285 6702 7197 10386 EXTERNAL GIFTS 18239 2722 6101 9416 SUBSCRIPTIONS & PUBLICATIONS 3564 634 2095 835 -4481 382 -5080 217 64501154 55271628 2576220 6653306 8776403 3725649 9265881 7657170 11904002 14278963 0 0 0 0 0 0 0 0 0 0 75925 210821 13163226 7487620 6005717 5675606 0 0 0 0 0 0 0 0 11790703 12962314 47818631 44510523 2385857 1628873 8720957 7368965 0 0 0 0 0 0 0 0 0 0 0 0 4538874 4218237 15645688 13216075 X 5017894 3210163 17321915 0 9833134 28084285 32172943 31294448 47818631 44510523 X 281569 102600 -1262664 X X false true X true true true X 60401252 58645962 62951397 56302770 63322626 301624007 0 0 60401252 58645962 62951397 56302770 63322626 301624007 78590500 223033507 47860 98394 93400 163334 262509 665497 0 112283 19674 76358 90631 16641 315587 302605091 7221632 0.73704 0.76366 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 218936 73 219009 64282145 64501154 1000000 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 131799 193375 177421 219009 721604 250000 250000 250000 250000 1000000 1500000 131722 188181 176990 218936 715829 45173952 1799685 2761370 2587521 47147486 41867356 3258494 3137160 3089058 45173952 34658230 5769411 4641271 1420820 1780736 41867356 32928328 3795736 567397 1487395 1145836 34658230 28095577 6046025 965142 1009003 1169413 32928328 0.50430 0.40730 0.08840 false true true 211259 211259 8811865 4956371 3855494 659986 375223 284763 2378078 1474873 903205 1102038 681153 420885 5675606 BENEFICIAL INTEREST IN TRUSTS 10073058 DUE FROM UNITED WAY FOUNDATION 2713443 DEFERRED COMPENSATION 175813 12962314 0 DONOR DESIGNATIONS 2784904 DUE TO UNITED WAY FOUNDATION 1433333 4218237 X 38978973 102600 1216914 -27124790 -25805276 64784249 -1526 -1526 64782723 39857468 1216914 -25860600 -24643686 64501154 64501154 INTENDED USE OF ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 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. LIABILITY FOR UNCERTAIN TAX POSITIONS (ASC 740) SCHEDULE D, PART X, LINE 2 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 combined 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 not historically filed any unrelated business income tax returns. Therefore, tax years remain open for years in which an income tax return has not been filed. United Way and the Foundation recognizes any interest and penalties related to income taxes. There were no interest or penalties related to income taxes that have been accrued or recognized as of and for the year ended June 30, 2019 and 2018. On December 22, 2017, tax reform legislation commonly known as the Tax Cuts and Jobs Act of 2017 (the Act) was passed; resulting in significant modifications to existing tax law. There were no material effects on the consolidated financial statements as a result of the Act. Management is evaluating the ongoing impact of the Act on United Way and the Foundation. RECONCILIATION OF REVENUE SCHEDULE D, PART XI, LINE 2D DESIGNATIONS TO AGENCIES (27,364,714) CHANGE OF INTEREST HELD IN TRUSTS 239,924 ------------ TOTAL REVENUE INCLUDED ON BOOKS AND NOT ON RETURN (27,124,790) SCHEDULE D, PART XI, LINE 4B LOSS ON DISPOSAL OF ASSETS (1,526) RECONCILIATION OF EXPENSES SCHEDULE D, PART XII, LINE 2D DESIGNATIONS TO AGENCIES (25,862,126) LOSS ON DISPOSAL OF ASSETS 1,526 ------------ TOTAL EXPENSE INCLUDED ON BOOKS AND NOT ON RETURN (25,860,600) 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 44,510,523 50,412,823 (4,146,776) 90,776,570 Total Liabilities 13,216,075 2,713,443 (4,146,776) 11,782,742 ---------- ---------- ----------- ---------- Net Assets 31,294,448 50,412,823 0 78,993,828 true Aberg Center for Literacy 5100 Ross Avenue Dallas TX 75206 020706898 501(c)(3) 24000 0 Program Ops Cost Achieve (fka Citizens Development Center) 8000 Ambassador Row Dallas TX 75247 751008422 501(c)(3) 162500 0 Program Ops Cost After-School All-Stars North Texas 2250 Lakeside Blvd Richardson TX 75082 954441208 501(c)(3) 113126 0 Program Ops Cost Agape Resource & Assist Po Box 861664 Plano TX 75086 752942035 501(c)(3) 41000 0 Program Ops Cost American Red Cross - North Texas Region 4800 Harry Hines Blvd Dallas TX 75235 530196605 501(c)(3) 55000 0 Program Ops Cost Assistance Center of Collin County 900 East 18th Street Plano TX 75074 751550604 501(c)(3) 22500 0 Program Ops Cost Association of Persons Affected by Addiction 3116 MLK Blvd Dallas TX 75215 752283401 501(c)(3) 25000 0 Program Ops Cost AVANCE Dallas 2060 Singleton Blvd Dallas TX 75212 752699260 501(c)(3) 755598 0 Program Ops Cost Baylor Health Care System Foundation 3600 Gas AveBTSte100 Dallas TX 75246 751606705 501(c)(3) 58887 0 Program Ops Cost Baylor University 1111 W Mcbrd Ste 1350 Dallas TX 75247 741159753 501(c)(3) 63500 0 Program Ops Cost Beacon Hill Preparatory Institute 1402 CNTH St Ste 257 DALLAS TX 75215 421624235 501(c)(3) 105759 0 Program Ops Cost Better Block Foundation PO Box 4007 Dallas TX 75382 474885264 501(c)(3) 10000 0 Program Ops Cost Big Brothers Big Sisters Lone Star 450 ET John Carpent Fwy Irving TX 75062 750800632 501(c)(3) 171500 0 Program Ops Cost Big Thought 1409 S L St Ste 1015 Dallas TX 75215 752170035 501(c)(3) 38816 0 Program Ops Cost Bold Idea Inc 2904 Floyd St Dallas TX 75204 473742945 501(c)(3) 25000 0 Program Ops Cost Boy Scouts of America Circle Ten Council 8605 Harry Hines Blvd Dallas TX 75235 750800615 501(c)(3) 150000 0 Program Ops Cost Boys & Girls Clubs of Collin County 7790 Main Street Frisco TX 75033 751296869 501(c)(3) 42500 0 Program Ops Cost Boys & Girls Clubs of Greater Dallas PO Box 140189 Dallas TX 75214 751152657 501(c)(3) 170000 0 Program Ops Cost Bridges Safehouse Inc 306 Hardy St Cedar Hill TX 75104 752864224 501(c)(3) 12500 0 Program Ops Cost Cafe Momentum 1510 Pacific Avenue Dallas TX 75201 320384561 501(c)(3) 62500 0 Program Ops Cost Callier Center for Communication Disorders 1966 Inwood Road Dallas TX 75235 756035865 501(c)(3) 42500 0 Program Ops Cost Campaign for Kindness Inc 5744 Gaston Ave Dallas TX 75214 473142302 501(c)(3) 25000 0 Program Ops Cost Carson's Village 303 Saddle Tree Trail Coppell TX 75019 821854361 501(c)(3) 10000 0 Program Ops Cost Carter's House 2922 MLK Jr Dallas TX 75215 465198495 501(c)(3) 12500 0 Program Ops Cost CASA of Collin County 101 E Davis Street McKinney TX 75069 752391961 501(c)(3) 23282 0 Program Ops Cost CASA of Denton County Inc P O Box 2885 Denton TX 76202 752417472 501(c)(3) 25000 0 Program Ops Cost Catch Up & Read 3001 Knox St Suite 207 Dallas TX 75205 453533496 501(c)(3) 55000 0 Program Ops Cost Catholic Charities of Dallas Inc 1421 W Mockingbird Ln Dallas TX 75247 752745221 501(c)(3) 520710 0 Program Ops Cost Child and Family Guidance Centers 8915 Harry Hines Blvd Dallas TX 75235 750800630 501(c)(3) 225000 0 Program Ops Cost ChildCareGroup 1420 W Mockbrd LN 300 Dallas TX 75247 750800634 501(c)(3) 1532353 0 Program Ops Cost Children First Inc 202 College St Grand Prairie TX 75050 752100237 501(c)(3) 30000 0 Program Ops Cost Children's Adv Center for Denton County 1854 Cain Drive Lewisville TX 75077 752559765 501(c)(3) 47500 0 Program Ops Cost Children's Adv Center for Rockwall County 1350 EWashington St Rockwall TX 75087 474946358 501(c)(3) 20000 0 Program Ops Cost Children's Advocacy Center of Collin County 2205 Los Rios Boulevard Plano TX 75074 752389095 501(c)(3) 117500 0 Program Ops Cost Children's Health System of Texas 2777 Stemmons Frwy Dallas TX 75207 752062015 501(c)(3) 251761 0 Program Ops Cost Christian Community Action 200 South Mill St Lewisville TX 75057 237319371 501(c)(3) 25000 0 Program Ops Cost City Year Inc 287 Columbus Avenue Boston MA 02116 222882549 501(c)(3) 150000 0 Program Ops Cost CitySquare 511 N Akard Dallas TX 75201 752332948 501(c)(3) 380469 0 Program Ops Cost Commit2Dallas 5500 Caruth Haven Lane Dallas TX 75225 800790222 501(c)(3) 55000 0 Program Ops Cost Communities In Schools of North Texas Inc PO Box 295543 Lewisville TX 75029 752496426 501(c)(3) 65000 0 Program Ops Cost Communities In Schools of the Dallas Region 8700 N Smn Fwy 125 Dallas TX 75247 752044117 501(c)(3) 55000 0 Program Ops Cost Community Council of Greater Dallas 1349 Em Cl BlvSte 400 Dallas TX 75247 750800631 501(c)(3) 57500 0 Program Ops Cost Concilio The 400 S Zang Blvd Dallas TX 75208 751770140 501(c)(3) 498500 0 Program Ops Cost Concord Missionary Baptist Church 6808 Pastor Bailey Dr Dallas TX 75237 751523441 501(c)(3) 58500 0 Program Ops Cost Cornerstone Crossroads Academy Inc 2815 S Ervay Street Dallas TX 75215 113761734 501(c)(3) 37500 0 Program Ops Cost Cristo Rey Dallas High School 1064 N St Augustine Dr Dallas TX 75217 463737066 501(c)(3) 50000 0 Program Ops Cost Dallas Afterschool 2902 Swiss Avenue Dallas TX 75204 760838983 501(c)(3) 200000 0 Program Ops Cost Dallas Arboretum and Botanical Society 8617 Garland Avenue Dallas TX 75218 237375815 501(c)(3) 36403 0 Program Ops Cost Dallas Area Habitat for Humanity 2800 N Hampton Road Dallas TX 75212 752097161 501(c)(3) 50000 0 Program Ops Cost Dallas Center 8550 Cadenza Dallas TX 75228 751083102 501(c)(3) 34867 0 Program Ops Cost Dallas Challenge 7777 Forest Lane C-410 Dallas TX 75230 751964233 501(c)(3) 25000 0 Program Ops Cost Dallas Children's Advocacy Center 3611 Swiss Avenue Dallas TX 75204 752303404 501(c)(3) 170000 0 Program Ops Cost Dallas County Community College 1601 S Lamar St Dallas TX 75215 237326612 501(c)(3) 72090 0 Program Ops Cost Dallas County Hospital District PO Box 660599 Dallas TX 75266 756004221 501(c)(3) 245645 0 Program Ops Cost Dallas Dogrrr 7838 Claremont Dr Dallas TX 75228 474386830 501(c)(3) 5500 0 Program Ops Cost Dallas Furniture Bank PO Box 815788 Dallas TX 75381 481279673 501(c)(3) 10000 0 Program Ops Cost Dallas Independent School District 3700 Ross Avenue Dallas TX 75204 756001278 501(c)(3) 287631 0 Program Ops Cost Dallas Methodist Hospitals Foundation 1411 N Beckley Ave Dallas TX 75203 751548343 501(c)(3) 19000 0 Program Ops Cost Dallas Services 4242 Office Pkwy Dallas TX 75204 750958408 501(c)(3) 97500 0 Program Ops Cost Dallas Social Venture Partners 12900 Preston Road Dallas TX 75230 752945359 501(c)(3) 115000 0 Program Ops Cost Dallas-Fort Worth Hospital Council 300 Decker Dr Ste 300 Irving TX 75062 237004426 501(c)(3) 10000 0 Program Ops Cost Denton County Friends of the Family 1400 Crescent Denton TX 76201 751734175 501(c)(3) 50000 0 Program Ops Cost Education is Freedom 2711 N Haskell Avenue Dallas TX 75204 043643313 501(c)(3) 50000 0 Program Ops Cost Education Opens Doors 2804 Swiss Ave Dallas TX 75204 460781846 501(c)(3) 30000 0 Program Ops Cost Equal Heart 4848 Lemmon Ave 513 Dallas TX 75219 462846816 501(c)(3) 55000 0 Program Ops Cost Family Care Connection 6969 Pastor Bailey Dr Dallas TX 75237 201211618 501(c)(3) 129793 0 Program Ops Cost Family Compass 4210 Junius Street Dallas TX 75246 752400158 501(c)(3) 455567 0 Program Ops Cost Family Gateway Inc 711 S St Paul Street Dallas TX 75201 752105579 501(c)(3) 37500 0 Program Ops Cost Family Place 4300 MacArthur Avenue Dallas TX 75209 751590896 501(c)(3) 586500 0 Program Ops Cost Ferst Foundation for Childhood Literacy 237 N Second Street Madison GA 30650 582489181 501(c)(3) 415000 0 Program Ops Cost First Choice Social Services 8787 N Stemmons Fwy Dallas TX 75247 463827310 501(c)(3) 12500 0 Program Ops Cost First3Years 15851 Dallas Pkwy 106 AddiSon TX 75001 752067421 501(c)(3) 10000 0 Program Ops Cost Foundation Communities 3036 South First Street AUSTIN TX 78704 742678601 501(c)(3) 195866 0 Program Ops Cost Frisco Independent School District 5515 Ohio Drive Frisco TX 75035 756001636 501(c)(3) 10400 0 Program Ops Cost Frontiers of Flight Museum 6911 Lemmon Ave Dallas TX 75209 752244531 501(c)(3) 25000 0 Program Ops Cost Genesis Women's Shelter & Support 2929 Hickory St Dallas TX 75226 751881365 501(c)(3) 235000 0 Program Ops Cost Girl Scouts of Northeast Texas 6001 Summerside Drive Dallas TX 75252 751101571 501(c)(3) 235000 0 Program Ops Cost Girls Incorporated of Metropolitan Dallas 2040 Empire Ctrl Dr Dallas TX 75235 751305705 501(c)(3) 167197 0 Program Ops Cost Goodwill Industries of Dallas Inc 3020 N Wmoreland Rd Dallas TX 75212 750800649 501(c)(3) 622500 0 Program Ops Cost Habitat for Humanity Greater Garland 1110 Main Street Garland TX 75040 752499430 501(c)(3) 17900 0 Program Ops Cost Hand to Hold 13740 Research Blvd Austin TX 78750 273802900 501(c)(3) 25000 0 Program Ops Cost HCK2 Partners 3875 Ponte Avenue Addison TX 75001 510515483 501(c)(3) 24800 0 Program Ops Cost Healing Hands Ministries 8515 Grnvl Ave Ste N112 Dallas TX 75243 651259379 501(c)(3) 37500 0 Program Ops Cost Health Services of North Texas Inc 4401 North I-35E 312 Denton TX 76207 752252866 501(c)(3) 85000 0 Program Ops Cost Heart House PO Box 823162 Dallas TX 75382 752898097 501(c)(3) 22500 0 Program Ops Cost High-Tech High Heels PO Box 671222 Dallas TX 75367 472666271 501(c)(3) 7000 0 Program Ops Cost Hope Clinic of Garland 808 W Avenue A Garland TX 75040 752960314 501(c)(3) 37500 0 Program Ops Cost Hope Cottage Pregnancy and Adoption Center 4209 McKinney Ave Dallas TX 75205 750800652 501(c)(3) 10950 0 Program Ops Cost Housing Crisis Center 4210 Junius Street Dallas TX 75246 751633304 501(c)(3) 20000 0 Program Ops Cost Inspiring Tomorrow's Leaders 8828 N Smn Fwy Ste 507 Dallas TX 75247 900672495 501(c)(3) 20000 0 Program Ops Cost Interfaith Family Services 5612 Ross Avenue Dallas TX 75206 752028254 501(c)(3) 259000 0 Program Ops Cost Irving Cares 440 S Nursery Rd Irving TX 75017 751436937 501(c)(3) 20000 0 Program Ops Cost Jewish Family Service of Greater Dallas 5402 Arapaho Rd Dallas TX 75248 751992728 501(c)(3) 516800 0 Program Ops Cost Jubilee Park & Community Center Corporation 907 Bank St Dallas TX 75223 752726296 501(c)(3) 130000 0 Program Ops Cost Junior Achievement of Dallas Inc 1201 Executive Dr W RichardSon TX 75081 750881589 501(c)(3) 45000 0 Program Ops Cost JUST Community 1000 Rio Grande St Austin TX 78701 811447315 501(c)(3) 25000 0 Program Ops Cost KIPP Dallas-Fort Worth Inc 3200 S Lancaster Rd Dallas TX 75216 820578155 501(c)(3) 99864 0 Program Ops Cost La Piana Associates Inc 101 Broadway Oakland CA 94607 943323222 501(c)(3) 11313 0 Program Ops Cost LiftFund 2060 Sglt BlvdSte107 Dallas TX 75212 742712770 501(c)(3) 22500 0 Program Ops Cost Literacy Achieves 6329 Ridgecrest Road Dallas TX 75231 752708992 501(c)(3) 147500 0 Program Ops Cost Literacy Coalition of Central Texas 1640B East 2nd St Austin TX 78702 800078300 501(c)(3) 6500 0 Program Ops Cost Literacy Instruction for Texas (LIFT) 1610 S Mal X Blvd320 Dallas TX 75226 751095223 501(c)(3) 306000 0 Program Ops Cost Los Barrios Unidos Community Clinic 809 Singleton Blvd Dallas TX 75212 751378664 501(c)(3) 180000 0 Program Ops Cost Lumin Education 924 Wayne Street Dallas TX 75223 751612054 501(c)(3) 533426 0 Program Ops Cost Maurice Barnett Geriatric Wellness Center 401 West 16th St 600 Plano TX 75075 751839305 501(c)(3) 7500 0 Program Ops Cost Meals on Wheels Collin County 600 N Tennessee St McKinney TX 75069 751544507 501(c)(3) 20000 0 Program Ops Cost Mercy Street 3801 Holystone Street Dallas TX 75212 450536344 501(c)(3) 43500 0 Program Ops Cost Metro Dallas Homeless Alliance 2816 Swiss Avenue Dallas TX 75204 752461679 501(c)(3) 35000 0 Program Ops Cost Metrocare Services 1345 River Bend Drive Dallas TX 75247 751285603 501(c)(3) 37500 0 Program Ops Cost Metrocrest Services Inc 13801 Huton Dr Farmers Branch TX 75234 751548334 501(c)(3) 172500 0 Program Ops Cost Mi Escuelita Preschool 4231 Maple Avenue Dallas TX 75204 751728505 501(c)(3) 345000 0 Program Ops Cost Miles of Freedom 2922 MLK Jr BSte118B Dallas TX 75215 454959062 501(c)(3) 17500 0 Program Ops Cost Mission Advancement Professionals 7850 Collin McKy Pkwy McKinney TX 75070 274434340 501(c)(3) 10000 0 Program Ops Cost Mosaic Family Services 4144 N Ctrl Expwy Dallas TX 75204 752484565 501(c)(3) 357500 0 Program Ops Cost MV Contract Transportation Inc 5910 N Ctrl Exprswy Dallas TX 75206 113706363 501(c)(3) 279555 0 Program Ops Cost My Possibilities 1631 Dorchester Drive Plano TX 75075 261509133 501(c)(3) 221370 0 Program Ops Cost National Audubon Society 6500 Great Tri For Way Dallas TX 75217 131624102 501(c)(3) 31904 0 Program Ops Cost National Council of the United States Society of S 58 Progress Pkwy St Louis MO 63043 263273175 501(c)(3) 31500 0 Program Ops Cost New Friends New Life PO Box 192378 Dallas TX 75219 752820473 501(c)(3) 41000 0 Program Ops Cost Nexus Recovery Center 8733 LaPrada Drive Dallas TX 75228 237169388 501(c)(3) 286852 0 Program Ops Cost North Dallas Shared Ministries 2875 Merrell Road Dallas TX 75229 751908563 501(c)(3) 87500 0 Program Ops Cost NPower Inc 55 Washington Street Brooklyn NY 11201 134145441 501(c)(3) 92500 0 Program Ops Cost Open Arms Bryan's House 608 N Elm St Arlington TX 76011 752217559 501(c)(3) 22000 0 Program Ops Cost Parkland Foundation 2777 N Stemmons Fwy Dallas TX 75207 752089180 501(c)(3) 64608 0 Program Ops Cost Parkland Fdn for Parkland Health & Hosp Sys 1341 WMbrd LSte1100E Dallas TX 75247 752089180 501(c)(3) 220313 0 Program Ops Cost PediPlace 502 SOld O Ste126 Lewisville TX 75067 752512752 501(c)(3) 279011 0 Program Ops Cost Per Scholas 804 E138th St2nd Flr Bronx NY 10454 043252955 501(c)(3) 140500 0 Program Ops Cost Plano ISD Education Foundation 2700 West 15 St Plano TX 75075 752481906 501(c)(3) 30000 0 Program Ops Cost POETIC PO Box 801025 Dallas TX 75380 822526057 501(c)(3) 122917 0 Program Ops Cost Positive Breathing PO Box 742422 Dallas TX 75374 454739532 501(c)(3) 12500 0 Program Ops Cost Prism Health N Texas (fka AIDS ArmsInc) 351 W Jefferson Blvd Dallas TX 75287 752306145 501(c)(3) 210000 0 Program Ops Cost PriSon Entrepreneurship Program (PEP) 4140 Dir Row Ste B Houston TX 77092 201384253 501(c)(3) 229000 0 Program Ops Cost Project Transformation 547 E Jefferson Blvd Dallas TX 75203 752930405 501(c)(3) 57500 0 Program Ops Cost Quest for Greater Success 202 S Jim Miller Dallas TX 75217 272527650 501(c)(3) 12500 0 Program Ops Cost Rainbow Days Inc 8150 N Ctrl Exprswy Dallas TX 75206 751844908 501(c)(3) 107352 0 Program Ops Cost Readers 2 Leaders 2223 Singleton Blvd Dallas TX 75212 900641325 501(c)(3) 154288 0 Program Ops Cost Reading Partners 2910 Swiss Avenue Dallas TX 75204 770568469 501(c)(3) 125000 0 Program Ops Cost REAL School Gardens - Out Teach 1 Tm cir NW Ste700 Washington DC 20005 205946552 501(c)(3) 135000 0 Program Ops Cost Resource Center of Dallas Inc PO Box 190869 Dallas TX 75219 751892059 501(c)(3) 180000 0 Program Ops Cost Richardson Adult Literacy Center PO Box 835936 Richardson TX 75083 752337073 501(c)(3) 15000 0 Program Ops Cost Rockwall County Helping Hands 950 Williams Street Rockwall TX 75087 752402276 501(c)(3) 110000 0 Program Ops Cost Rosa es Rojo Inc 2605 Frances Ln Little Elm TX 75068 813557997 501(c)(3) 36721 0 Program Ops Cost Salvation Army The 8787 N Stemmon Fwy 800 Dallas TX 75247 580660607 501(c)(3) 432500 0 Program Ops Cost ScholarShot 2904 Swiss Avenue Dallas TX 75204 270232250 501(c)(3) 25000 0 Program Ops Cost Senior Citizens of Greater Dallas Inc 3910 HARRY HINES BLVD Dallas TX 75219 751085555 501(c)(3) 237500 0 Program Ops Cost Shared Housing Center Inc 402 N GdLatimer Expy Dallas TX 75204 752137522 501(c)(3) 37500 0 Program Ops Cost Society of St Vincent de Paul 50 North B Street San Mateo CA 94401 941375833 501(c)(3) 30000 0 Program Ops Cost Southern Dallas Link Inc 1020 Scotland Dr 3115 Desoto TX 75115 822392922 501(c)(3) 22500 0 Program Ops Cost Southern Methodist University PO Box 750302 Dallas TX 75275 750800689 501(c)(3) 60000 0 Program Ops Cost Southwestern Diabetic Fdn Camp Sweeney PO Box 918 Gainesville TX 76241 756002547 501(c)(3) 21500 0 Program Ops Cost Spare Labs Inc 111 E 5th Ave Vancouver CA BC V6C 1B4 798511291 501(c)(3) 6387 0 Program Ops Cost Stand for Children Leadership Center 1350 Motor Circle Dallas TX 75207 521957214 501(c)(3) 10000 0 Program Ops Cost Step Up 901 S Ctrl Exprswy Richardson TX 75080 954701468 501(c)(3) 20000 0 Program Ops Cost Student Success Agency 530 Lost Creek Trail Fairview TX 75069 460765956 501(c)(3) 140558 0 Program Ops Cost Texas Muslim Women's Foundation Inc PO Box 863388 Plano TX 75086 203060929 501(c)(3) 95000 0 Program Ops Cost The Commit Partnership 3800 Mapl Ave Ste 800 Dallas TX 75219 800790222 501(c)(3) 55000 0 Program Ops Cost The Compelling Why PO Box 742463 Dallas TX 75374 273537158 501(c)(3) 15000 0 Program Ops Cost The Cooper Institute 12330 Preston Rd Dallas TX 75230 237075529 501(c)(3) 540000 0 Program Ops Cost The Dallas Foundation 3963 Maple Avenue 390 Dallas TX 75219 752890371 501(c)(3) 237500 0 Program Ops Cost The Samaritan Inn 1725 N McDonald St McKinney TX 75071 751984285 501(c)(3) 32500 0 Program Ops Cost The Unv of Texas Southwestern Medical Ctr 5323 H H Blvd MC 9029 Dallas TX 75235 756002868 501(c)(3) 9000 0 Program Ops Cost The Visiting Nurse AsSociation of Texas 1600 Viceroy DrSte400 Dallas TX 75235 750800692 501(c)(3) 120000 0 Program Ops Cost Trinity River Mission 2060 Singleton Blvd Dallas TX 75212 756055203 501(c)(3) 237954 0 Program Ops Cost Turn PtThe(Rape Crisis Ctr of Collin Cty) 3325 Silverstone Dr Plano TX 75023 752065785 501(c)(3) 50000 0 Program Ops Cost Turtle Creek Manor Inc 2707 ROUTH ST DALLAS TX 75201 751282276 501(c)(3) 40000 0 Program Ops Cost Uplift Education 606 E Royal Lane Irving TX 75039 752659683 501(c)(3) 275000 0 Program Ops Cost Vogel Alcove 5219 Maple Ave 2302 Dallas TX 75235 752133827 501(c)(3) 88000 0 Program Ops Cost Warren Center for Children with Developmental Diff 320 Custer Road Richardson TX 75080 751282040 501(c)(3) 47000 0 Program Ops Cost WilkinSon Center 4144 N Ct Exprswy 610 Dallas TX 75204 752712117 501(c)(3) 157500 0 Program Ops Cost Women In Need of Generous Support WiNGS 2603 Inwood Road Dallas TX 75235 750800699 501(c)(3) 551700 0 Program Ops Cost WTIA Workforce Institute 2200 AK 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) 12500 0 Program Ops Cost YMCA of Metropolitan Dallas 601 North Akard Street Dallas TX 75201 750800696 501(c)(3) 211988 0 Program Ops Cost Yoga N Da Hood 3228 E PERRYTON DR Dallas TX 75224 811046078 501(c)(3) 26000 0 Program Ops Cost Young Women's Preparatory Network 2804 Swiss Avenue Dallas TX 75204 470902114 501(c)(3) 94864 0 Program Ops Cost Youth With Faces 6333 E Mockingbird Dallas TX 75214 300018778 501(c)(3) 75000 0 Program Ops Cost DESIGNATED DONATIONS TO UWMD 1800 N LAMAR STREET DALLAS TX 75202 756005352 501(c)(3) 25862126 DONOR DESIGNATIONS 174 PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S. SCHEDULE I, PART I, LINE 2 AS PART OF THE GRANT AGREEMENT, AN AGENCY AGREES TO OPERATE PROGRAMS IN A MANNER CONSISTENT WITH INFORMATION COMMUNICATED TO UWMD AND TO REGULARLY REPORT ON THOSE PROGRAMS SUPPORTED BY UWMD FUNDING. FOR GRANTS MADE IN SUPPORT OF PROGRAM OPERATIONS COSTS, THE AGENCY WILL REPORT INFORMATION BASED ON SIX CATEGORIES (DEMOGRAPHICS, ZIP CODES SERVED, DOLLARS SPENT, SUCCESS STORIES, OUTCOMES AND BUDGET), UNLESS SPECIAL ARRANGEMENTS HAVE BEEN MADE AND AGREED TO, IN WRITING, BY BOTH THE AGENCY AND UWMD. AN APPROVED OUTCOME PLAN WILL BE PART OF EACH PROGRAM REPORT, WITH RESULTS BEING REPORTED IN A MANNER CONSISTENT WITH THE APPROVED PLAN. FAILURE TO HAVE AN APPROVED PLAN OR TO REPORT IN AN APPROPRIATE MANNER WILL LEAD TO A REVIEW OF GRANT FUNDING. ANY MATERIAL CHANGE IN THE 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 $25,862,126. X true true X X X X true true false false false false false false false JENNIFER SAMPSON PRESIDENT AND CEO 354040 93752 18721 43552 35540 545605 SUSAN HOFF CHIEF IMPACT/STRATEGY OFFICER 279090 88640 2065 19035 22623 411453 DAN APTOR CMO - thru 8/2018 188188 82000 180 13988 26373 310729 KATHERINE STENESEN CHIEF DEVELOPMENT OFFICER 173838 0 25000 0 163 0 12985 0 26066 0 238052 0 WANDA MIZUTOWICZ CFO - THRU 10/2018 127804 13125 22229 10007 10101 183266 STEVEN KRAVIT SVP, IT & BUILDING SERVICES 182466 0 774 2948 29636 215824 DANIEL SMERCINA SVP, CORP RELATION-THRU 3/19 149640 0 90 8569 2792 161091 ASHLEY BRUNDAGE SVP, COMMUNITY IMPACT 117810 0 161 9032 31053 158056 HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES SCHEDULE J, PART I, LINE 1A UWMD REIMBURSES EMPLOYEES FOR HEALTH CLUB MEMBERSHIPS AT THE END OF EACH CALENDAR YEAR FOR UP TO $10 FOR EACH MONTH THEY ARE EMPLOYEED WITH UWMD. THIS AMOUNT HAS NOT BEEN ADDED TO THE W-2. SEVERANCE OR CHANGE-OF-CONTROL PAYMENTS Schedule J, Part I, Line 4A An individual left the organization in calendar year 2018. The individual received severance in calendar year 2018, which is included in Form 990, Part VII, Column (D). Due to a confidentiality agreement, neither the name nor the amount will be listed. PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B JENNIFER SAMPSON RECEIVED PAYMENTS FROM UWMD TO HER 457F PLAN. THE PAYMENTS TOTALED $24,300 FOR CALENDAR YEAR 2018 AND ARE REPORTED IN SCHEDULE J, PART II, COLUMN C ALONG WITH THE PAYMENTS TO HER 403B PLAN. X 28 451452 FMV X IN-KIND GOODS 7 28109 FMV false false false METHOD USED SCHEDULE M, PART I UWMD USES THE NUMBER OF CONTRIBUTIONS AS THE METHOD FOR DETERMINING THE AMOUNT IN COLUMN (B). ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 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 2018-2019, TOGETHER WE PUT OPPORTUNITY IN THE HANDS OF 1,084,804 NORTH TEXANS. WE INVITE ALL NORTH TEXANS TO BE PART OF THE CHANGE BY GIVING, ADVOCATING AND VOLUNTEERING. PROGRAM SERVICE ACCOMPLISHMENT FORM 990, PART III, LINE 4B exceptional Education, Income, and health programs. Education, Income, and health form the foundation on which opportunity is built. When we Strengthen these building blocks, we put opportunity in the hands of north Texans. PROGRAM SERVICE ACCOMPLISHMENT FORM 990, PART III, LINE 4C CHILDREN ENROLLED IN THE PROGRAM. 2. 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 FISCAL YEAR 2018-2019, 698 FAMILIES RECEIVED HOME VISIT PROGRAM SERVICES. 3. GROW SOUTH, GROW STRONG, SERVES 1,700 STUDENTS AND THEIR FAMILIES WITHIN THREE TARGETED SCHOOLS IN DALLAS ISDS 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 COMMUNITYS BIGGEST OPPORTUNITIES AND ADDRESS THE COMMUNITYS BIGGEST CHALLENGES. 4. FUTURE FOCUS HELPS NORTH TEXAS STUDENTS UNDERSTAND THEIR OPTIONS AFTER GRADUATION BY PROVIDING COLLEGE AND CAREER EXPLORATION, SKILLS BUILDING SESSIONS, AND CORPORATE VISITS. STUDENTS ARE GUIDED THROUGH JOB READINESS CONTENT, LEARN FROM GUEST SPEAKERS, ENGAGE IN SMALL GROUP WORK AND PANEL DISCUSSIONS, TOUR A LOCAL COLLEGE CAMPUS AND EARN COMMUNITY SERVICE HOURS. 80% OF PARTICIPANTS HAVE IDENTIFIED A CAREER THEY WANT TO PURSUE AFTER HIGH SCHOOL AND 96% WHO PRACTICED IN MOCK INTERVIEWS FELT COMFORTABLE INTERVIEWING FOR A JOB. 5. PATHWAYS TO ECONOMIC MOBILITY HELPS FAMILIES INCREASE SAVINGS, IMPROVE CREDIT SCORES, REDUCE DEBT AND AVOID PREDATORY LENDING PRODUCTS. IN FISCAL YEAR 2018-2019, UNITED WAY HELPED MORE THAN 15,000 INDIVIDUALS ACCESS OVER $18 MILLION IN TAX REFUNDS AND SAVINGS, HELPED OVER 6,500 PEOPLE FIND BETTER EMPLOYMENT, INCREASED SAVINGS BY AN AVERAGE OF $800, REDUCED DEBT BY AN AVERAGE OF $1,800, AND PROVIDED CAPACITY BUILDING AND NETWORKING OPPORTUNITIES TO MORE THAN 100 ORGANIZATIONS IN THE REGION. 6. 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 PROGRAMS STAFF HELPS FAMILIES RECEIVE INSTRUCTION, SUPPORT, AND COMMUNITY RESOURCES. APPROXIMATELY 449 FAMILIES RECEIVED DIRECT PARENT EDUCATION PROGRAM SERVICES DURING FISCAL YEAR 2018-2019. ADDITIONALLY, 16,416 FAMILIES RECEIVED SERVICE SUPPORT REFERRALS THROUGH THE HOPES PROGRAM. 7. 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. 8. NORTH TEXAS SUMMER AND SUPPER COUNCIL, A MEMBER-LED COALITION OF ORGANIZATIONS IMPLEMENTING SUMMER AND SUPPER MEAL PROGRAMS FOR CHILDREN IN QUALIFYING AREAS. THE COUNCIL BUILDS CAPACITY AND WORKS TO INCREASE AWARENESS OF THE ISSUE OF FOOD INSECURITY AND AVAILABILITY OF AREA PROGRAMS FOR THE MORE THAN 30 MEMBER ORGANIZATIONS WHO SERVE OVER ONE MILLION MEALS IN VARIOUS LOCATIONS THROUGHOUT NORTH TEXAS. 9. UNITED WAY SOCIAL INNOVATION ACCELERATOR IS A MENTOR-DRIVEN SOCIAL INNOVATION FUND AND IMPACT ACCELERATOR PROGRAM THAT INVESTS SEED FUNDING AND RESOURCES IN PROMISING SOCIAL VENTURES FOCUSED ON SOLUTIONS THAT TACKLE COMMUNITY CHALLENGES IN EDUCATION, FINANCIAL STABILITY, AND HEALTH. IN FISCAL YEAR 2018-2019, THE PROGRAM SUPPORTED 11 FELLOWS. 10. SOUTHERN DALLAS THRIVES IS AN INITIATIVE THAT WORKS ALONGSIDE SOUTHERN DALLAS COMMUNITIES TO ADDRESS ACCESS TO HEALTHY MEALS, IMPROVING THE QUALITY OF CHILDCARE, AND PREPARING HIGH SCHOOL STUDENTS FOR COLLEGE/CAREER SUCCESS. 11. 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 2018-2019, THE PROGRAM SUPPORTED 17 ORGANIZATIONS AND INVESTED MORE THAN $145,000 INTO TARGETED NONPROFITS. EXECUTIVE COMMITTEE FORM 990, PART VI, SECTION A, LINE 1A 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 REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 11B 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. CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT FORM 990, PART VI, SECTION B, LINE 12C THE CODE OF BUSINESS CONDUCT, ETHICS AND CONFLICT OF INTEREST IS DISTRIBUTED TO DIRECTORS, OFFICERS, STANDING COMMITTEE MEMBERS, AND EMPLOYEES ON AN ANNUAL BASIS. DIRECTORS, OFFICERS, STANDING COMMITTEE MEMBERS, AND EMPLOYEES ARE REQUIRED 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. PROCESS FOR DETERMINING COMPENSATION FORM 990, PART VI, SECTION B, LINES 15A & 15B THE COMPENSATION COMMITTEE IS THE EXECUTIVE COMMITTEE OF THE BOARD. THE COMMITTEE HAS THE RESPONSIBILITY OF DETERMINING AND RECOMMENDING TO THE BOARD FOR APPROVAL THE SENIOR LEADERSHIP TEAM COMPENSATION AND BENEFITS. UWMD'S 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. HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC FORM 990, PART VI, SECTION C, LINES 18 & 19 UWMD'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. REQUESTS MAY BE SENT TO UWMD ACCOUNTING AND FINANCE, 1800 N. LAMAR STREET, DALLAS, TX 75202. REQUESTS CAN ALSO BE MADE BY CALLING THE ACCOUNTING AND FINANCE DEPARTMENT AT (214) 978-0000. AUDITED FINANCIAL STATEMENTS AND FILED 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. DONOR DESIGNATED FUNDS FORM 990, PARTS VIII & IX THE AMOUNTS REPORTED IN THESE SECTIONS INCLUDE $27,364,714 OF DONOR DESIGNATED REVENUE AND $25,862,126 OF DONOR DESIGNATED GRANTS. $1,433,333 of the donor designated funds was granted to United Way Foundation of Metropolitan Dallas, a related organization. OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 9 CHANGE OF INTEREST HELD IN TRUSTS 239,924 NET DESIGNATION TO AGENCIES (1,502,588) ----------- TOTAL OTHER CHANGES IN NET ASSETS OR FUND BALANCES ($1,262,664) UNITED WAY FDN OF METROPOLITAN DALLAS 1800 N LAMAR STREET DALLAS TX 75202 752834344 ENDOWMENT TX 501(C)(3) 12-I UWMD true false true true false false false false false false false false true false true true false false false false UNITED WAY FOUNDATION OF METROPOLITAN DALLAS B 80196 FMV UNITED WAY FOUNDATION OF METROPOLITAN DALLAS C 2535000 FMV UNITED WAY FOUNDATION OF METROPOLITAN DALLAS O 594366 FMV