2013-02-11T15:31:44-06:00 2012-06-30 BRUCE E BERNSTIEN & ASSOC PC 10440 N CENTRAL EXPRESSWAY STE 1040 DALLAS TX 75231 990 2011-07-01 756005352 UNITED WAY OF METROPOLITAN DALLAS INC % KELLY ROSALES UNIT 2149780000 1800 N LAMAR STREET DALLAS TX 75202 KELLY ROSALES 2013-01-30 true BRUCE E BERNSTIEN 2147060840 2011 2016-03-07 17:11:31Z JENNIFER SAMPSON 1800 N LAMAR STREET DALLAS TX 75202 49627649 false X WWW.UNITEDWAYDALLAS.ORG X 1961 TX TO IMPROVE LIVES IN OUR COMMUNITIES WITH COLLABORATION WITH COMMUNITY ORGANIZATIONS TO DELIVER HEALTH & HUMAN SVC PROGRAMS THAT BENEFIT CHILDREN AND ADULTS IN EDUCATION, INCOME & HEALTH. 21 21 133 9132 0 50640527 48449387 0 0 381213 255517 1837327 922745 52859067 49627649 40640246 37022058 0 0 8106399 8041292 0 0 6020169 3779989 4592652 52526634 49656002 332433 -28353 50642619 46897818 17591316 14330971 33051303 32566847 X The mission of United Way of Metropolitan Dallas is to improve lives in our communities. United Way of Metropolitan Dallas collaborates with more than 100 of our region's best community organizations to deliver health and human service programs that benefit children and adults in the areas of education, income and health. false false 24141100 21050074 Investing in exceptional local programs that prepare kids to graduate and succeed, help families leave poverty permanently, and enable people to live healthy, responsible lives. Using a competitive grants process, United Way volunteers identify the best investments for helping people in Dallas, Collin, Rockwall and southern Denton counties change their lives forever. In fiscal year 2011-2012, United Way of Metropolitan Dallas invested in 125 exceptional Education, Income and Health programs that served more than 740,000 clients in North Texas, including: 1. 3,900 low-income individuals learning job skills that can help them get good jobs 2. 5,400 children ages 0 to 5 preparing to start kindergarten 3. 10,300 youth learning in academically rich afterschool, summer and mentoring programs 4. 14,400 people finding and maintaining employment 5. 42,000 people receiving treatment for substance abuse and family violence 6. 66,000 people gaining access to primary health care services 14504750 14504750 913739 Distributing donor-designated contributions to service providers.United Way of Metropolitan Dallas enables donors to designate their gifts to other United Ways or to specific agencies. In fiscal year, 2011-2012, United Way of Metropolitan Dallas processed $14.5 million in designations. 1988884 1467235 Building and administering collaborative initiatives that address key gaps in the community's efforts to break the cycles of dropouts, poverty and poor health. Examples include: 1. Healthy Zone School Recognition Program, helping kids learn healthy habits that can last a lifetime. In fiscal year 2011-2012, United Way and The Cooper Institute provided expertise, financial assistance and recognition to 13 North Texas schools that created healthy environments for more than 7,600 students. They also used a competitive application process to identify 19 more North Texas schools that will receive support starting in the 2012-2013 school year, expanding the initiative to help more than 17,000 local students. 2. Destination: Graduation, helping at-risk students graduate from high school and successfully pursue advanced education. In fiscal year 2011-2012, United Way worked in eight area high schools to coordinate college preparation, parental involvement, mentoring and career exploration services. Destination: Graduation seniors in Dallas graduated at a 14 percent higher rate than non-program peers. 3. Earn It! Keep It! Save It!,empowering struggling families with financial knowledge so they can take control of their finances. In fiscal year 2011-2012, United Way support enabled 1,000 families to receive personalized financial coaching that helped them learn how to keep more of the money they earn. And United Way tax preparation volunteers helped more than 7,600 hardworking families save nearly $14 million from tax refunds and tax preparation fees. 40634734 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 false false false true 17 0 true 133 true false false false false false false false false false false X 21 21 false false true false false false false true true false false true true true true true true true false false X X KELLY ROSALES 2149780000 1800 N LAMAR DALLAS TX 75202 X Debbie Taylor 5.0 X X 0 0 0 Clint McDonnough 5.0 X X 0 0 0 Barry A Fromberg 5.0 X X 0 0 0 Randall Stephenson 5.0 X 0 0 0 David Cabrales 5.0 X 0 0 0 J Patrick Faubion 5.0 X X 0 0 0 Manny Fernandez 5.0 X 0 0 0 Ed Galante 5.0 X X 0 0 0 Deborah Gibbins 5.0 X X 0 0 0 Cecily Gooch 5.0 X 0 0 0 Bill Morrison 5.0 X 0 0 0 Anne Motsenbocker 5.0 X 0 0 0 Blaine Nelson 5.0 X 0 0 0 Victor F Ornelas 5.0 X 0 0 0 John Paris 5.0 X 0 0 0 Stanley Rabin 5.0 X 0 0 0 Torrence Robinson 5.0 X 0 0 0 Andy Smith 5.0 X 0 0 0 Debra von Storch 5.0 X 0 0 0 Kevin Walker 5.0 X 0 0 0 Eric Wilson 5.0 X 0 0 0 Troy Aikman 5.0 X 0 0 0 Rick Bridwell 5.0 X 0 0 0 Susan Campbell 5.0 X 0 0 0 Jason Downing 5.0 X 0 0 0 Pete Lerma 5.0 X 0 0 0 Ken Smalling 5.0 X 0 0 0 Marvin Sweetin 5.0 X 0 0 0 Debra Brennan Tagg 5.0 X 0 0 0 Randy Tomlin 5.0 X 0 0 0 Rich Templeton 5.0 X 0 0 0 PATRICK MULVA 5.0 X 0 0 0 Jennifer Sampson 50.0 X 298388 0 46306 Kelly Rosales 50.0 X 146643 0 4279 Kim Delvo 40.0 X 63871 0 10474 Cindy Pattillo 40.0 X 12289 0 987 Susan Hoff 50.0 X 184309 0 24392 Rana Smith 50.0 X 98728 0 11334 Regina Moldovan 50.0 X 141421 0 14626 Stephanie Bernal 50.0 X 125719 0 24778 Margaret Shead 50.0 X 127799 0 15097 David VanLone 50.0 X 127090 0 9003 Cynthia Koenig 50.0 X 123398 0 15906 Gary Godsey X 569515 0 34352 2019170 0 211534 9 true true false ACCESS INTERNATIONAL 1035 CAMBRIDGE SUITE 2 CAMBRIDGE MA 02141 COM SOFTWARE CONSULT 202104 THE UNIVERSITY OF TEXAS AT DALLAS 800 W CAMPBELL RD AD 37 RICHARDSON TX 75080 TRN, EVAL, RES 145500 GRANT THORNTON 1717 MAIN ST 1500 DALLAS TX 75201 AUDIT SERVICE 102515 3 462303 379082 84624 47523378 785942 48449387 0 255517 255517 0 0 0 0 0 0 DESIGNATION PROCESSING FEES 561000 913739 913739 0 0 OTHER INCOME 561000 9006 9006 0 0 922745 49627649 922745 0 255517 37022058 37022058 0 0 0 860884 263704 334454 262726 0 5694442 1328685 1200418 3165339 283999 90028 65887 128084 754203 189178 103843 461182 447764 126805 123569 197390 0 19505 0 19505 0 137141 0 137141 0 0 0 0 1003393 271221 605634 126538 1094585 564969 7146 522470 156954 24998 38777 93179 61860 38845 20385 2630 0 449472 106105 64637 278730 115941 28675 23289 63977 0 344545 17902 47093 279550 0 589277 164293 141908 283076 487135 365799 40516 80820 65549 15932 10758 38859 MISCELLANEOUS 67295 15537 16139 35619 49656002 40634734 3001099 6020169 400 400 1070718 2940426 17854774 16427320 0 0 0 0 0 0 0 0 0 0 59530 157538 10576068 4220788 6705977 6355280 15783055 12469632 0 0 0 0 0 0 9168165 8547222 50642619 46897818 857853 576881 10557584 10990837 0 0 0 0 0 0 0 0 0 0 0 0 6175879 2763253 17591316 14330971 X 3114029 3167416 21089922 20879024 8847352 8520407 33051303 32566847 50642619 46897818 X -28353 -456103 X false true true X false X 40854968 48559680 43977964 50640527 49627649 233660788 40854968 48559680 43977964 50640527 49627649 233660788 3498387 230162401 2265477 525131 389331 381213 255517 3816669 240479 1946717 1853823 1837327 922745 6801091 244278548 8874980 0.94221 0.94030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 124359 0 124359 49531643 49656002 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 74928 83421 83308 124359 366016 250000 250000 250000 250000 1000000 1500000 74928 65151 79919 124359 344357 20343747 543205 488552 185172 241639 20948693 16291850 369708 3847505 165316 20343747 14271141 741252 1480520 201063 16291850 14367321 2532391 -2305421 323150 14271141 0.86020 0.12350 0.01630 false true true 211259 211259 8794218 2913796 5880422 56270 8569 47701 903750 725484 178266 610571 572939 37632 6355280 BENEFICAL INTEREST IN TRUSTS 8520408 DEFERRED COMPENSATION 26814 8547222 0 DONOR DESIGNATIONS 2724552 DUE TO FOUNDATION 38701 2763253 49627649 49656002 -28353 -456103 -456103 -484456 34989144 -456103 322348 -133755 35122899 14504750 14504750 49627649 35473600 322348 322348 35151252 14504750 14504750 49656002 SCHEDULE D, PART XII, LINE 4b & PART XIII, LINE 4b: GROSS UP OF DESIGNATIONS: $14,504,750. SCHEDULE D, PART V, LINE 4: The endowment funds are established for the exclusive purpose of operating for the benefit of the United Way of Metropolitan Dallas. SCHEDULE D, PART XII, LINE 2B & PART XIII, LINE 2A: DONATED SERVICES: PROGRAMS: $229,585 MANAGEMENT AND GENERAL: $42,208 FUNDRAISING: $50,555 TOTAL CONTRIBUTED SERVICES: $322,348 SCHEDULE D, PART X, LINE 2: FIN 48 Footnote Effective July 1, 2009, UWMD adopted guidance related to accounting for uncertainty in income taxes, which requires UWMD to annually evaluate tax positions taken with regard to unrelated business income, related deductions applied, or other activities that may jeopardize its tax exempt status and thus, would meet the definition of an uncertain tax position. UWMD did not have net unrelated business income for the years ended June 30, 2012, 2011 and 2010. No tax accrual for uncertain tax positions was recorded as management believes there are no uncertain tax positions for UWMD. true Ability Connection Texas (Formerly UCP of North Te 8802 Harry Hines Blvd Dallas TX 75235 750875525 501(c)(3) 48775 Program Ops Cost ACCION Texas Inc 2014 S Hackberry St San Antonio TX 78210 742712770 501(c)(3) 30000 Program Ops Cost AIDS Arms Inc 351 W Jefferson Blvd Dallas TX 75208 752306145 501(c)(3) 522438 Program Ops Cost American Red Cross Dallas Area Chapter 4800 Harry Hines Blvd Dallas TX 75235 750800605 501(c)(3) 200000 Program Ops Cost AVANCE-Dallas Inc 2060 Singleton Blvd Dallas TX 75212 752699260 501(c)(3) 778514 Program Ops Cost Baylor Health Care System Foundation 3600 Gaston Avenue Dallas TX 75246 751606705 501(c)(3) 32500 Program Ops Cost Big Brothers Big Sisters Lone Star 450 East John Carpenter Freeway Irving TX 75062 750800632 501(c)(3) 57500 Program Ops Cost Big Thought 2501 Oak Lawn Avenue Dallas TX 75219 752170035 501(c)(3) 175040 Program Ops Cost Boy Scouts of America Circle Ten Council 8605 Harry Hines Blvd Dallas TX 75235 750800615 501(c)(3) 219413 Program Ops Cost Boys & Girls Clubs of Collin County 701 South Church Street McKinney TX 75069 751296869 501(c)(3) 92500 Program Ops Cost Boys & Girls Clubs of Greater Dallas PO Box 140189 Dallas TX 75214 751152657 501(c)(3) 511241 Program Ops Cost Bryans House - Open Arms PO Box 35868 Dallas TX 75235 752217559 501(c)(3) 257553 Program Ops Cost Callier Center for Communication Disorders UT Dal 1966 Inwood Road Dallas TX 75235 751305566 501(c)(3) 95000 Program Ops Cost Camp Fire USA Lone Star Council 4411 Skillman Dallas TX 75206 750939904 501(c)(3) 81250 Program Ops Cost CASA of Collin County 101 E Davis Street McKinney TX 75069 752391961 501(c)(3) 122000 Program Ops Cost CASA of Denton County PO Box 2885 Denton TX 76202 752417472 501(c)(3) 12500 Program Ops Cost Catholic Charities of Dallas 9461 LBJ Freeway Dallas TX 75243 752745221 501(c)(3) 539683 Program Ops Cost Child & Family Guidance Centers Inc 8915 Harry Hines Blvd Dallas TX 75235 750800630 501(c)(3) 252500 Program Ops Cost Child Protective Services Community Partners Inc 1215 Skiles Street Dallas TX 75204 752468034 501(c)(3) 7500 Program Ops Cost ChildCareGroup 8585 North Stemmons Fwy Dallas TX 75247 750800634 501(c)(3) 841524 Program Ops Cost Childrens Advocacy Center for Denton County 1854 Cain Drive Lewisville TX 75077 752559765 501(c)(3) 25000 Program Ops Cost Childrens Advocacy Center of Collin County 2205 Los Rios Blvd Plano TX 75074 752389095 501(c)(3) 182500 Program Ops Cost Children's Medical Center Dallas 1935 Medical District Dr Dallas TX 75235 750800628 501(c)(3) 1060000 Program Ops Cost Citizens Development Center 8800 Ambassador Row Dallas TX 75247 751008422 501(c)(3) 128727 Program Ops Cost City House Inc 902 East 16th Street PLANO TX 75074 752213291 501(c)(3) 7500 Program Ops Cost CitySquare (Central Dallas Ministries) 511 N Akard Dallas TX 75201 752332948 501(c)(3) 489378 Program Ops Cost Collin County Committee on Aging 600 N Tennessee St McKinney TX 75069 751544507 501(c)(3) 25455 Program Ops Cost Communities In Schools Dallas Region 8700 N Stemmons Freeway Dallas TX 75247 752044117 501(c)(3) 212500 Program Ops Cost Communities in Schools of North Texas Inc PO Box 295543 Lewisville TX 75029 752496426 501(c)(3) 50000 Program Ops Cost Community Council of Greater Dallas 1349 Empire Central Dr Dallas TX 75247 750800631 501(c)(3) 78129 Program Ops Cost Community Dental Care 1420 West Mockingbird Ln Dallas TX 75247 751823660 501(c)(3) 682194 Program Ops Cost Concilio The 400 S Zang Blvd Dallas TX 75208 751770140 501(c)(3) 333000 Program Ops Cost Consumer Credit Counseling Service of Greater Dall 8737 King George Drive Dallas TX 752352273 751437638 501(c)(3) 100000 Program Ops Cost Council on Alcohol & Drug Abuse 1349 Empire Central Dr Dallas TX 75247 750808776 501(c)(3) 33330 Program Ops Cost Dallas AfterSchool Network 2902 Swiss Avenue Dallas TX 75204 760838983 501(c)(3) 154040 Program Ops Cost Dallas Arboretum & Botanical Society 8617 Garland Avenue Dallas TX 75218 237375815 501(c)(3) 50000 Program Ops Cost Dallas Challenge 7777 Forest Lane Dallas TX 75230 751964233 501(c)(3) 22500 Program Ops Cost Dallas Children's Advocacy Center 3611 Swiss Avenue Dallas TX 75204 752303404 501(c)(3) 284963 Program Ops Cost Dallas County Community College District Foundatio 1601 S Lamar Street Dallas TX 75215 237326612 501(c)(3) 99391 Program Ops Cost Dallas Furniture Bank PO Box 815788 Dallas TX 753815788 481279673 501(c)(3) 20000 Program Ops Cost Dallas Lighthouse for the Blind 4306 Capital Avenue Dallas TX 75204 750968301 501(c)(3) 85000 Program Ops Cost Deaf Action Center 3115 Crestview Drive Dallas TX 75209 751575599 501(c)(3) 37500 Program Ops Cost Denton County Friends of the Family 1400 Crescent Denton TX 76201 751734175 501(c)(3) 30000 Program Ops Cost East Dallas Community Schools - Neighbors United f 924 Wayne Street Dallas TX 75223 751612054 501(c)(3) 200000 Program Ops Cost Education is Freedom Foundation 2711 N Haskell Avenue Dallas TX 75204 043643313 501(c)(3) 37500 Program Ops Cost Family Compass Child Abuse Prevention Center 4210 Junius Street Dallas TX 75246 752400158 501(c)(3) 99000 Program Ops Cost Family Place The 4300 MacArthur Avenue Dallas TX 75209 751590896 501(c)(3) 920000 Program Ops Cost Foundation for the Education of Young Women 2804 Swiss Avenue Dallas TX 75204 470902114 501(c)(3) 46250 Program Ops Cost Girl Scouts of Northeast Texas 600 Summerside Drive Dallas TX 75252 751101571 501(c)(3) 25000 Program Ops Cost Girls Incorporated of Metropolitan Dallas 2040 Empire Central Dallas TX 75235 751305705 501(c)(3) 606883 Program Ops Cost Goodwill Industries of Dallas Inc 3020 N Westmoreland Road Dallas TX 75212 750800649 501(c)(3) 833232 Program Ops Cost Habitat for Humanity of Greater Garland 1110 Main Street Garland TX 75040 752499430 501(c)(3) 41250 Program Ops Cost Hope's Door 820 F Avenue Ste 100 Plano TX 75074 752038796 501(c)(3) 10000 Program Ops Cost Housing Crisis Center 4210 Junius Street Dallas TX 75246 751633304 501(c)(3) 86800 Program Ops Cost Interfaith Housing Coalition PO Box 720206 Dallas TX 753720206 752028254 501(c)(3) 270000 Program Ops Cost Irving Cares 440 S Nursery Rd Irving TX 75017 751436937 501(c)(3) 108567 Program Ops Cost Jewish Family Service of Dallas 5402 Arapaho Rd Dallas TX 75248 751992728 501(c)(3) 560182 Program Ops Cost Junior Players Guild (Junior Players) 4054 McKinney Avenue Dallas TX 75204 756061082 501(c)(3) 37500 Program Ops Cost KIPP Dallas-Fort Worth 3200 South Lancaster Road Dallas TX 75216 820578155 501(c)(3) 50000 Program Ops Cost Lancaster Outreach Center 1120 Randlett Street Lancaster TX 75146 752179706 501(c)(3) 156406 Program Ops Cost LaunchAbility 4350 Sigma Road Dallas TX 75244 751189353 501(c)(3) 212500 Program Ops Cost Literacy Instruction for Texas (LIFT) 2121 Main Street Dallas TX 75201 751095223 501(c)(3) 445000 Program Ops Cost Mercy Street Inc 3801 Holystone Street Dallas TX 75212 450536344 501(c)(3) 27100 Program Ops Cost Mesquite Social Services 1035 Military Parkway Mesquite TX 75149 751108455 501(c)(3) 22500 Program Ops Cost Methodist Health System Foundation 1441 N Beckley Avenue Dallas TX 75203 751548343 501(c)(3) 209206 Program Ops Cost Metrocrest Social Services Inc 13801 Hutton Drive Farmers Branch TX 75234 751548334 501(c)(3) 77500 Program Ops Cost Mi Escuelita Preschool 4231 Maple Avenue Dallas TX 75204 751728505 501(c)(3) 450265 Program Ops Cost Mosaic Family Services 4144 North Central Expressway Dallas TX 75204 752484565 501(c)(3) 412500 Program Ops Cost Museum of Nature and Science Perot Museum PO Box 151469 Dallas TX 75315 756067569 501(c)(3) 185402 Program Ops Cost My Possibilities 1301 Custer Road Plano TX 75075 261509133 501(c)(3) 20000 Program Ops Cost Nexus Recovery Center 8733 LaPrada Drive Dallas TX 75228 237169388 501(c)(3) 332500 Program Ops Cost Parkland Foundation 2777 N Stemmons Freeway Dallas TX 75207 752089180 501(c)(3) 372917 Program Ops Cost Pedi Place Inc 502 South Old Orchard Lane Lewisville TX 75067 752512752 501(c)(3) 347000 Program Ops Cost Plano ISD Education Foundation 2700 W 15th Street Plano TX 75075 752481906 501(c)(3) 99883 Program Ops Cost Princeton Review Foundation The 10830 N Central Expressway Dallas TX 75231 133429168 501(c)(3) 252000 Program Ops Cost Rainbow Days Inc 8150 North Central Expressway Dallas TX 75206 751844908 501(c)(3) 160000 Program Ops Cost ReadyStart 1701 N Collins Blvd Richardson TX 75080 751705621 501(c)(3) 42500 Program Ops Cost REAL School Gardens 503 Bryan Avenue Fort Worth TX 76104 205946552 501(c)(3) 150000 Program Ops Cost Reasoning Mind Inc 3050 Post Oak Blvd Houston TX 77056 760662298 501(c)(3) 75000 Program Ops Cost Reconciliation Academy 4301 Bryan Street Dallas TX 75204 752733436 501(c)(3) 47500 Program Ops Cost Resource Center of Dallas 2701 Reagan Street Dallas TX 75219 751892059 501(c)(3) 345909 Program Ops Cost Rockwall County Helping Hands Inc 950 Williams Street Rockwall TX 75087 752402276 501(c)(3) 115000 Program Ops Cost Salesmanship Club Youth & Family Centers 106 East 10th Street Dallas TX 75203 751855620 501(c)(3) 139500 Program Ops Cost Salvation Army - DFW Metroplex Command 8787 N Stemmons Freeway Dallas TX 75247 580660607 501(c)(3) 879761 Program Ops Cost Samaritan Inn The 1710 N McDonald St McKinney TX 75071 751984285 501(c)(3) 65000 Program Ops Cost Senior Source 3910 Harry Hines Blvd Dallas TX 75219 751085555 501(c)(3) 327500 Program Ops Cost Southern Methodist University - The School Zone W PO Box 750302 Dallas TX 752750302 750800689 501(c)(3) 50000 Program Ops Cost Southwestern Diabetic Foundation - Camp Sweeny PO Box 918 Gainesville TX 76241 756002547 501(c)(3) 15000 Program Ops Cost St Philips School and Community Center 1600 Pennsylvania Ave Dallas TX 75215 751097360 501(c)(3) 12500 Program Ops Cost Trinity River Mission Inc 2060 Singleton Blvd Dallas TX 75212 756055203 501(c)(3) 67500 Program Ops Cost Turning Point Rape Crisis Center 3325 Silverstone Plano TX 75023 752065785 501(c)(3) 46250 Program Ops Cost Turtle Creek Manor Inc 2820 Swiss Avenue Dallas TX 75204 751282276 501(c)(3) 53820 Program Ops Cost Uplift Education 606 East Royal Lane Dallas TX 75039 752659683 501(c)(3) 479483 Program Ops Cost Urban League of Greater Dallas and North Central T 4315 S Lancaster Rd Dallas TX 75216 741590488 501(c)(3) 100000 Program Ops Cost Visiting Nurse Association of Texas 1600 Viceroy Drive Dallas TX 75235 750800692 501(c)(3) 210909 Program Ops Cost VMLC - Vickery Meadow Learning Center 6329 Ridgecrest Road Dallas TX 75231 752708992 501(c)(3) 98000 Program Ops Cost Vogel Alcove 7557 Rambler Road Dallas TX 75231 752133827 501(c)(3) 55000 Program Ops Cost Warren Center The 320 Custer Road Richardson TX 75080 751282040 501(c)(3) 113800 Program Ops Cost Wilkinson Center PO Box 720248 Dallas TX 75372 752712117 501(c)(3) 100000 Program Ops Cost YMCA of Metropolitan Dallas 1621 West Walnut Hill Irving TX 75038 750800696 501(c)(3) 659248 Program Ops Cost Youth Village Resources of Dallas 6333 E Mockingbird Lane Dallas TX 752142692 300018778 501(c)(3) 20000 Program Ops Cost YWCA of Metropolitan Dallas 4144 N Central Expressway Dallas TX 75204 750800699 501(c)(3) 641940 Program Ops Cost Ability Connection Texas 8802 Harry Hines Blvd Dallas TX 75235 750875525 501(c)(3) 7219 Donor designations AIDS Arms Inc 351 W Jefferson Blvd Dallas TX 75208 752306145 501(c)(3) 49210 Donor designations Allen Community Outreach 801 E Main Street Allen TX 75002 751986190 501(c)(3) 35952 Donor designations Alzheimer's Association - Greater Dallas 4144 North Central Expressway Dallas TX 752043208 752041194 501(c)(3) 54751 Donor designations Alzheimer's Association - North Central Texas Ft 2630 West Freeway Fort Worth TX 76102 751984152 501(c)(3) 6415 Donor designations American Cancer Society - High Plains Division 8900 John Carpenter Freeway Dallas TX 75247 741185665 501(c)(3) 90097 Donor designations American Red Cross 4800 Harry Hines Boulevard Dallas TX 75235 530196605 501(c)(3) 90490 Donor designations ARC of Dallas The 12700 Hillcrest Road Dallas TX 75230 751153975 501(c)(3) 11271 Donor designations Arthritis Foundation - North Texas 4300 MacArthur Avenue Dallas TX 75209 581341679 501(c)(3) 10905 Donor designations Assistance Center of Collin County 900 East 18th Street Plano TX 75074 751550604 501(c)(3) 6533 Donor designations AVANCE - Dallas 2060 Singleton Blvd Dallas TX 75212 752699260 501(c)(3) 5802 Donor designations Big Brothers Big Sisters of North Texas 450 East John Carpenter Freeway Irving TX 75062 750800632 501(c)(3) 82087 Donor designations Boy Scouts of America - Circle Ten Council #571 8605 Harry Hines Blvd Dallas TX 75235 750800615 501(c)(3) 153733 Donor designations Boy Scouts of America - Longhorn Council #662 PO Box 54190 Hurst TX 76054 741157377 501(c)(3) 29653 Donor designations Boys & Girls Club of Arlington Inc 608 North Elm Street Arlington TX 76011 751046644 501(c)(3) 16372 Donor designations Boys & Girls Club of Collin County 701 South Church Street McKinney TX 75069 751296869 501(c)(3) 52396 Donor designations Boys & Girls Club of Greater Dallas PO Box 140189 Dallas TX 75214 751152657 501(c)(3) 49931 Donor designations Bridge Breast Network The 3600 Gaston Avenue Ste 401 Dallas TX 75246 752436606 501(c)(3) 18631 Donor designations Bryan's House - Open Arms 608 North Elm Street Arlington TX 76011 752217559 501(c)(3) 5230 Donor designations Callier Center for Communication Disorders UT Dal 1966 Inwood Road Dallas TX 75235 751305566 501(c)(3) 28550 Donor designations Camp Fire USA Lone Star Council 4411 Skillman Dallas TX 75206 750939904 501(c)(3) 6574 Donor designations Camp Summit 17210 Campbell Road Dallas TX 75252 752488486 501(c)(3) 11495 Donor designations CASA of Collin County 101 E Davis Street McKinney TX 75069 752391961 501(c)(3) 56567 Donor designations CASA of Denton County PO Box 2885 Denton TX 76202 752417472 501(c)(3) 20111 Donor designations Catholic Charities of Dallas 9461 LBJ Freeway Dallas TX 75243 752745221 501(c)(3) 259902 Donor designations Center for Nonprofit Management 2902 Floyd Street Dallas TX 75204 751366166 501(c)(3) 6312 Donor designations Child & Family Guidance Center 8915 Harry Hines Blvd Dallas TX 75235 750800630 501(c)(3) 7439 Donor designations ChildCareGroup 8585 North Stemmons Fwy Dallas TX 75247 750800634 501(c)(3) 14520 Donor designations Children's Advocacy Center for Denton County 1854 Cain Drive Lewisville TX 75077 752559765 501(c)(3) 51747 Donor designations Children's Advocacy Center of Collin County 2205 Los Rios Blvd Plano TX 75074 752389095 501(c)(3) 128429 Donor designations Children's Medical Center of Dallas 1935 Medical District Dr Dallas TX 75235 750800628 501(c)(3) 186935 Donor designations Citizens Development Center 8800 Ambassador Row Dallas TX 75247 751008422 501(c)(3) 5084 Donor designations CITY House 902 E 16th Street Plano TX 75074 752213291 501(c)(3) 41015 Donor designations CitySquare 511 N Akard Dallas TX 75201 752332948 501(c)(3) 52943 Donor designations Collin County Committee on Aging 600 N Tennessee St McKinney TX 75069 751544507 501(c)(3) 20504 Donor designations Communities Foundation of Texas Inc 5500 Caruth Haven Lane Dallas TX 75225 750964565 501(c)(3) 10492 Donor designations Communities in Schools - Dallas Region 8700 N Stemmons Freeway Dallas TX 75247 752044117 501(c)(3) 8353 Donor designations Concilio The 400 S Zang Blvd Dallas TX 75208 751770140 501(c)(3) 12829 Donor designations Council on Alcohol & Drug Drug Abuse 1349 Empire Central Dr Dallas TX 75247 750808776 501(c)(3) 9833 Donor designations Dallas Center (for Developmentally Disabled) 8550 Cadenza Lane Dallas TX 752284999 751083102 501(c)(3) 5955 Donor designations Dallas Children's Advocacy Center 3611 Swiss Avenue Dallas TX 75204 752303404 501(c)(3) 68697 Donor designations Dallas Children's Theater 5938 Skillman St Dallas TX 75231 751967052 501(c)(3) 6054 Donor designations Dallas Lighthouse for the Blind 4306 Capital Avenue Dallas TX 75204 750968301 501(c)(3) 12429 Donor designations Deaf Action Center 3115 Crestview Drive Dallas TX 75209 751575599 501(c)(3) 10633 Donor designations Denton County Friends of the Family 1400 Crescent Denton TX 76201 751734175 501(c)(3) 28286 Donor designations Dr Pepper Snapple Group Employee Relief Fund PO Box 25199 Plano TX 75025 412184477 501(c)(3) 28524 Donor designations Family Compass Child Abuse Prevention Center 4210 Junius Street Dallas TX 75246 752400158 501(c)(3) 34505 Donor designations Family Place The 4300 MacArthur Avenue Dallas TX 75209 751590896 501(c)(3) 96235 Donor designations Forney Area United Way (TX) PO Box 821 Forney TX 75126 751742830 501(c)(3) 7112 Donor designations Geriatric Wellness Center 401 West 16th St Plano TX 75075 751839305 501(c)(3) 10636 Donor designations Girl Scouts of Northeast Texas 600 Summerside Drive Dallas TX 75252 751101571 501(c)(3) 84083 Donor designations Girls Incorporated of Metropolitan Dallas 2040 Empire Central Dallas TX 75235 751305705 501(c)(3) 34059 Donor designations Goodwill Industries of Dallas 3020 N Westmoreland Road Dallas TX 75212 750800649 501(c)(3) 10769 Donor designations Grapevine Relief and Community Exchange (GRACE PO Box 412 Grapevine TX 76099 752195702 501(c)(3) 10323 Donor designations Greater Ennis United Way (TX) PO Box 639 Ennis TX 75120 237087962 501(c)(3) 5081 Donor designations Habitat for Humanity - Greater Garland 1110 Main Street Garland TX 75040 752499430 501(c)(3) 6590 Donor designations Harden Healthcare Employee Benevolent Fund 1703 West 5th Street Austin TX 78703 208712184 501(c)(3) 6054 Donor designations Health Services of North Texas 4210 Mesa Drive Denton TX 76207 752252866 501(c)(3) 9855 Donor designations Hope Cottage Pregnancy & Adoption Center 4209 McKinney Dallas TX 75205 750800652 501(c)(3) 36581 Donor designations Hope's Door 820 F Avenue Ste 100 Plano TX 75074 752038796 501(c)(3) 77791 Donor designations Interfaith Housing Coalition PO Box 720206 Dallas TX 753720206 752028254 501(c)(3) 12792 Donor designations Irving CARES 440 S Nursery Rd Irving TX 75017 751436937 501(c)(3) 26085 Donor designations Jewish Community Center of Dallas - Jewish Fed of 7900 Northaven Road Dallas TX 75230 750800654 501(c)(3) 10715 Donor designations Jewish Family Service of Dallas 5402 Arapaho Rd Dallas TX 75248 751992728 501(c)(3) 43896 Donor designations Jewish Federation of Ft Worth & Tarrant County 4049 Kingsridge Road Fort Worth TX 76109 750808797 501(c)(3) 7817 Donor designations Lancaster Outreach Center 1120 Randlett Street Lancaster TX 75146 752179706 501(c)(3) 10163 Donor designations Lancaster Outreach Center - TXU Energy Aid 1120 Randlett Street Lancaster TX 75146 752179706 501(c)(3) 156049 Donor designations LaunchAbility 4350 Sigma Road Dallas TX 75244 751189353 501(c)(3) 20250 Donor designations Legal Aid of Northwest Texas 1515 Main Street Dallas TX 75201 750856086 501(c)(3) 12248 Donor designations Lena Pope Home 3131 Sanguinet Street Fort Worth TX 76107 756003583 501(c)(3) 62232 Donor designations LIFT - Literacy Instruction for Texas 2121 Main Street Dallas TX 75201 751095223 501(c)(3) 9461 Donor designations Meals On Wheels Inc of Tarrant County 320 South Freeway Fort Worth TX 76104 751568798 501(c)(3) 5321 Donor designations Mental Health America of Greater Dallas 624 North Good Latimer Expwy Dallas TX 75204 750999935 501(c)(3) 6627 Donor designations Mesquite Social Services 1035 Military Parkway Mesquite TX 75149 751108455 501(c)(3) 32340 Donor designations Metrocrest Social Services 13801 Hutton Drive Farmers Branch TX 75234 751548334 501(c)(3) 20625 Donor designations Mi Escuelita Preschools 4231 Maple Avenue Dallas TX 75204 751728505 501(c)(3) 23628 Donor designations Mosaic Family Services 4144 North Central Expwy Dallas TX 75204 752484565 501(c)(3) 7096 Donor designations Museum of Nature and Science Perot Musem PO Box 151469 Dallas TX 75315 756067569 501(c)(3) 8343 Donor designations Nexus Recovery Center 8733 LaPrada Drive Dallas TX 75228 237169388 501(c)(3) 25281 Donor designations North Texas Food Bank 4500 S Cockrell Hill Rd Dallas TX 75236 751785357 501(c)(3) 44784 Donor designations Our Children's House at Irving Baylor Healthcar 3337 Stoval Street Irving TX 75061 751765385 501(c)(3) 37655 Donor designations PediPlace 502 South Old Orchard Lane Lewisville TX 75067 752512752 501(c)(3) 32754 Donor designations Plano ISD Education Foundation 2700 W 15th Street Plano TX 75075 752481906 501(c)(3) 14069 Donor designations Rainbow Days 8150 North Central Expwy Dallas TX 75206 751844908 501(c)(3) 18269 Donor designations Resource Center of Dallas 2701 Reagan Street Dallas TX 75219 751892059 501(c)(3) 31901 Donor designations Rockwall County Helping Hands 950 Williams Street Rockwall TX 75087 752402276 501(c)(3) 26560 Donor designations Safehaven of Tarrant County 8701 W Bedford Euless Road Hurst TX 76053 751670281 501(c)(3) 5026 Donor designations Salesmanship Club Youth & Family Centers 106 East 10th Street Dallas TX 75203 751855620 501(c)(3) 29820 Donor designations Salvation Army - DFW Area 8787 N Stemmons Freeway Dallas TX 75247 580660607 501(c)(3) 171687 Donor designations Samaritan Inn 1710 N McDonald St McKinney TX 75071 751984285 501(c)(3) 135243 Donor designations Senior Adult Services for Addison Carrollton Cop 1 Medical Parkway Professional Plaz Farmers Branch TX 75234 751840522 501(c)(3) 9576 Donor designations Senior Source The 3910 Harry Hines Blvd Dallas TX 75219 751085555 501(c)(3) 35876 Donor designations Southwestern Diabetic Foundation - Camp Sweeney PO Box 918 Gainesville TX 76241 756002547 501(c)(3) 23997 Donor designations St Philip's School & Community Center 1600 Pennsylvania Ave Dallas TX 75215 751097360 501(c)(3) 53606 Donor designations TerrellKaufman United Way PO Box 648 Terrell TX 75160 752420233 501(c)(3) 9276 Donor designations Texas Scottish Rite Hospital for Children 2222 Welborn Street Dallas TX 75219 750818178 501(c)(3) 7980 Donor designations Turning Point Rape Crisis Center of Collin County 3325 Silverstone Plano TX 75023 752065785 501(c)(3) 23437 Donor designations Turtle Creek Manor 2820 Swiss Avenue Dallas TX 75204 751282276 501(c)(3) 9517 Donor designations USO (United Service Organization Inc) 2111 Wilson Blvd Arlington VA 22201 131610451 501(c)(3) 6766 Donor designations United Way Foundation of Metropolitan Dallas 1800 N Lamar St Dallas TX 75202 752834344 501(c)(3) 22022 Donor designations United Way of Denton County 625 Dallas Drive Denton TX 76205 751251128 501(c)(3) 23154 Donor designations United Way of Forsyth County (NC) 301 N Main Street WinstonSalem NC 27101 237357234 501(c)(3) 6054 Donor designations United Way of Greater Houston 50 Waugh Drive Houston TX 77007 741167964 501(c)(3) 5314 Donor designations United Way of San Antonio & Bexar County PO Box 898 San Antonio TX 78293 741272381 501(c)(3) 6633 Donor designations United Way of Tarrant County PO Box 4448 Fort Worth TX 76164 750858360 501(c)(3) 238184 Donor designations United Way of Tucson & Southern Arizona PO Box 86750 Tucson AZ 86750 860098932 501(c)(3) 12410 Donor designations United Way of West Ellis County PO Box 1025 Midlothian TX 76065 756002917 501(c)(3) 27970 Donor designations Uplift Education 606 East Royal Lane Dallas TX 75039 752659683 501(c)(3) 7956 Donor designations Urban League of Greater Dallas & North Central Tex 4315 S Lancaster Rd Dallas TX 75216 741590488 501(c)(3) 23605 Donor designations Visiting Nurse Association of Texas 1600 Viceroy Drive Dallas TX 75235 750800692 501(c)(3) 84765 Donor designations VMLC - Vickery Meadow Learning Center 6329 Ridgecrest Road Dallas TX 75231 752708992 501(c)(3) 9082 Donor designations Volunteer Center of North Texas 2800 Live Oak Street Dallas TX 75204 751364145 501(c)(3) 12170 Donor designations Warren Center The 320 Custer Road Richardson TX 75080 751282040 501(c)(3) 19408 Donor designations West Dallas Community Center 3918 N Hampton Rd Dallas TX 75212 750818181 501(c)(3) 18848 Donor designations YMCA of Metropolitan Dallas 1621 West Walnut Hill Irving TX 75038 750800696 501(c)(3) 33177 Donor designations YWCA of Metropolitan Dallas 4144 N Central Expressway Dallas TX 75204 750800699 501(c)(3) 39712 Donor designations DIRECTLY PAID TO OTHER UNI WAYS & AGENCIES ADDRESS ADDRESS TX 75202 999999999 9984685 DONOR DESIGNATED FOR GENERAL SUPPORT AGENCIES PAID LESS 5000 ADDRESS ADDRESS TX 75202 999999999 391490 DONOR DESIGNATED FOR GENERAL SUPPORT 153 0 SCHEDULE I, PART I, LINE 2: THE ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN US: 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 a part of each program report with results being reported in a manner consistent with 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 operation 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 undergo the screening steps above. In addition to designated payments of $5,000 or more itemized on Schedule I-1, UWMD paid 690 agencies receiving less than $5k for a total of $391,490. X true true X X X X X true true false true false false false false false Jennifer Sampson 250800 0 36578 0 11010 0 30091 0 16215 0 344694 0 0 Kelly Rosales 137358 0 9100 0 185 0 3428 0 851 0 150922 0 0 Susan Hoff 163988 0 19600 0 721 0 11648 0 12744 0 208701 0 0 Regina Moldovan 129112 0 12125 0 184 0 7746 0 6880 0 156047 0 0 Stephanie Bernal 117411 0 8034 0 274 0 8782 0 15996 0 150497 0 0 Gary Godsey 161004 0 41860 0 366651 0 17150 0 17202 0 603867 0 155262 0 SCHEDULE J, PART I, LINE 4A & 4B: Gary G. Godsey received payment of $361,700, comprised of salary as outlined in his employment agreement and a distribution of deferred retirement compensation. Jennifer Sampson received payments from UWMD into her 457f plan, and those payments of $12,680 are included in column C along with the payments into her 403b. SCHEDULE J, PART I, LINE 5A: All incentive compensation is partially based on achieving a revenue target. SCHEDULE J, PART II, LINE 6(F): Payment of $155,262 in column F is included in the column B(iii) total of $366,651. X 31 225437 SALE PRICE LESS FEES X IN-KIND 21 552644 MARKET VALUE 0 false false true SCHEDULE M, PART I, LINE 32B: UWMD uses third party organizations to convert donor gifts of marketable securities to cash. Upon receiving the security, the value of the security is determined by using the securities median value, as of the day received, multiplied by the number of shares received. FORM 990, PART VI, LINE 4: OVERVIEW OF UWMD BYLAWS CHANGES - JUNE 2012 United Way of Metropolitan Dallas Overview of Bylaws Changes - June 2012 1. Increased the maximum number of Board Members allowed from 22 to 24 a. This allows for the addition of Standing Committee Chairs to serve on the Board. The descriptions for the following Committees were also added: i. Chair, Tocqueville ii. Chair, Women of Tocqueville 2. Removed the requirement for the Immediate Past Board Chair to serve as the Board Development Chair. 3. Allow for Proxies and created a Proxy Form that must be signed to assign a proxy. Criteria for a proxy: a. Proxy must be knowledgeable about United Way's work b. Proxy expires 3 months after execution c. The board member present by proxy may not be counted towards quorum 4. Updated numbering and revised relevant sections throughout the document to maintain alignment and consistency. FORM 990, PART VI, LINE 11B: PROCESS TO REVIEW FORM 990: Independent CPA firm prepares the Form 990 from information provided by UWMD staff. UWMD staff reviews the completed Form 990. The return is delivered to members of the Audit and Ethics committee and Board for review comments prior to filing with the Internal Revenue Service. FORM 990, PART VI, LINE 12B & 12C: The Code of Business Conduct, Ethics and Conflict of Interest is distributed to directors, officers, standing committee members and employees on an annual basis. Directors, officers, standing committee members, and employees are required annually to sign an affirmative statement of compliance and to disclose 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 provisions of the Internal Revenue Code. After such disclosures are made, the disclosure is reviewed by the CEO or CFO to determine if further action is required. FORM 990, PART VI, LINE 15A: The compensation committee is comprised of 7 members, 2 of whom are independent from the UWMD Board. The committee has responsibility for determining and recommending to the Board for approval the CEO's compensation and benefits. UWMD's VP of Human Resources' provides factual, supportive and comparative information as requested. The Committee reviews and approves UWMD's goals and objectives relevant to CEO compensation and evaluates the performance of the CEO annually against those goals and objectives. The Committee recommends to the Board, for approval, the CEO's compensation package based on this evaluation. The deliberations and decisions of the Committee are documented in contemporaneous substantiation. The Committee will review annually all incentive compensation plans and/or special compensation arrangements for members of UWMD's leadership team and other staff members as appropriate, including bonus and incentive awards, severance packages, employment agreements and/or other special supplemental benefits. FORM 990, PART VI, LINE 19: UWMD's governing documents and conflict of interest policy are available to the public by request. Requests may be sent to: UWMD Accounting and Finance, 1800 North Lamar, Dallas, TX 75202. Requests can also be made by calling Accounting and Finance Department at (214) 978-0000. Audited financial statements and filed Form 990's are available by accessing UWMD's website at www.unitedwaydallas.org. After reaching the website go to "About Us", then "Financial Information". OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS, INCLUDING CHANGE IN VALUE OF TRUSTS: $ -456,103. FORM 990, PART VII, SECTION A, LINE 1A: The new Board of Directors was voted in on June 12, 2012. Therefore, the list of Directors and Officers includes those FY11-12 who served through 6/12/12 and those new FY12-13 directors who served from 6/12/12 through 6/30/12. UNITED WAY FOUNDATION OF METRO DALLAS 1800 N LAMAR DALLAS TX 75202 752834344 RCPT OF ENDW TX 501 C (3) 11 UWMD false false false true false false false false false false false false false true true false true false false UNITED WAY FOUNDATION OF METROPOLITAN DALLAS C 185172 CASH UNITED WAY FOUNDATION OF METROPOLITAN DALLAS P 193910 CASH