Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 07-01-2011 and ending 06-30-2012
BCheck if applicable:
CName of organization
UNITED WAY OF METROPOLITAN DALLAS INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1800 N LAMAR STREET
 
Room/suite
City or town, state or country, and ZIP + 4
DALLAS, TX75202
D Employer identification number

75-6005352
E Telephone number

G Gross receipts $ 49,627,649
F Name and address of principal officer:
JENNIFER SAMPSON
1800 N LAMAR STREET
DALLAS,TX75202
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.UNITEDWAYDALLAS.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1961
M State of legal domicile: TX
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: 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.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 21
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 21
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 133
6 Total number of volunteers (estimate if necessary) .... 6 9,132
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b  
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 50,640,527 48,449,387
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 381,213 255,517
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,837,327 922,745
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 52,859,067 49,627,649
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 40,640,246 37,022,058
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 8,106,399 8,041,292
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet6,020,169    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 3,779,989 4,592,652
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 52,526,634 49,656,002
19 Revenue less expenses. Subtract line 18 from line 12....... 332,433 -28,353
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 50,642,619 46,897,818
21 Total liabilities (Part X, line 26)............. 17,591,316 14,330,971
22 Net assets or fund balances. Subtract line 21 from line 20..... 33,051,303 32,566,847
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III .........
1
Briefly describe the organization’s mission: 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.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 24,141,100 including grants of $ 21,050,074 ) (Revenue $   )
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
4b (Code:   ) (Expenses $ 14,504,750 including grants of $ 14,504,750 ) (Revenue $ 913,739 )
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.
4c (Code:   ) (Expenses $ 1,988,884 including grants of $ 1,467,235 ) (Revenue $   )
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.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 40,634,734
Form 990 (2011)
Form 990 (2011)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part IIIClick to see attachment........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment....................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements.
20b
 
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II.........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V .........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
17
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
133
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2011)
Form 990 (2011)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI .........
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
21
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
21
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
KELLY ROSALES
1800 N LAMAR
DALLAS,TX75202
(214) 978-0000
Form 990 (2011)
Form 990 (2011)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII .........
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) Debbie Taylor
Chair, BOD
 5.0 X   X       0 0 0
(2) Clint McDonnough
Chair Elect, BOD
 5.0 X   X       0 0 0
(3) Barry A Fromberg
Treasurer
 5.0 X   X       0 0 0
(4) Randall Stephenson
Campaign Chair
 5.0 X           0 0 0
(5) David Cabrales
Advocacy Chair
 5.0 X           0 0 0
(6) J Patrick Faubion
CHAIR; PAST CHAIR
 5.0 X   X       0 0 0
(7) Manny Fernandez
At-Large Member; Audit Chair
 5.0 X           0 0 0
(8) Ed Galante
Foundation Chair
 5.0 X   X       0 0 0
(9) Deborah Gibbins
Health Chair; Treasurer
 5.0 X   X       0 0 0
(10) Cecily Gooch
AT-LARGE MEMBER;ADVOCACY CHAIR
 5.0 X           0 0 0
(11) Bill Morrison
Community Impact Chair
 5.0 X           0 0 0
(12) Anne Motsenbocker
Income Chair
 5.0 X           0 0 0
(13) Blaine Nelson
Audit and Ethics Com Chair
 5.0 X           0 0 0
(14) Victor F Ornelas
Marketing Chair
 5.0 X           0 0 0
(15) John Paris
At-Large Appointment
 5.0 X           0 0 0
(16) Stanley Rabin
Resource Development Chair
 5.0 X           0 0 0
(17) Torrence Robinson
Education Chair
 5.0 X           0 0 0
Form 990 (2011)
Form 990 (2011)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) Andy Smith
GCL Representative
 5.0 X           0 0 0
(19) Debra von Storch
Volunteer Engagement Chair
 5.0 X           0 0 0
(20) Kevin Walker
At-Large Appointment
 5.0 X           0 0 0
(21) Eric Wilson
Labor Representative
 5.0 X           0 0 0
(22) Troy Aikman
At-Large Appointment
 5.0 X           0 0 0
(23) Rick Bridwell
At-Large Appointment
 5.0 X           0 0 0
(24) Susan Campbell
Health Chair
 5.0 X           0 0 0
(25) Jason Downing
At-Large Appointment
 5.0 X           0 0 0
(26) Pete Lerma
At-Large Appointment
 5.0 X           0 0 0
(27) Ken Smalling
GCL Representative
 5.0 X           0 0 0
(28) Marvin Sweetin
At-Large Appointment
 5.0 X           0 0 0
(29) Debra Brennan Tagg
Women of Tocqueville Chair
 5.0 X           0 0 0
(30) Randy Tomlin
Tocqueville Chair
 5.0 X           0 0 0
(31) Rich Templeton
Campaign Chair
 5.0 X           0 0 0
(32) PATRICK MULVA
AUDIT AND ETHICS COM CHAIR
 5.0 X           0 0 0
(33) Jennifer Sampson
President and CEO
 50.0     X       298,388 0 46,306
(34) Kelly Rosales
CFO
 50.0     X       146,643 0 4,279
(35) Kim Delvo
Corporate Secretary
 40.0     X       63,871 0 10,474
(36) Cindy Pattillo
Corporate Secretary
 40.0     X       12,289 0 987
(37) Susan Hoff
Senior VP of Community Impact
 50.0       X     184,309 0 24,392
(38) Rana Smith
Chief Development Officer
 50.0     X       98,728 0 11,334
(39) Regina Moldovan
Senior VP of Marketing
 50.0         X   141,421 0 14,626
(40) Stephanie Bernal
Major Gifts Officer
 50.0         X   125,719 0 24,778
(41) Margaret Shead
VP of Annual Campaign
 50.0         X   127,799 0 15,097
(42) David VanLone
VP of Major Gifts
 50.0         X   127,090 0 9,003
(43) Cynthia Koenig
VP of Human Resources
 50.0         X   123,398 0 15,906
(44) Gary Godsey
Former President and CEO
             X 569,515 0 34,352
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 2,019,170 0 211,534
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet9
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
ACCESS INTERNATIONAL
1035 CAMBRIDGE SUITE 2
CAMBRIDGE,MA02141 		COM SOFTWARE CONSULT 202,104
THE UNIVERSITY OF TEXAS AT DALLAS
800 W CAMPBELL RD AD 37
RICHARDSON,TX75080 		TRN, EVAL, RES 145,500
GRANT THORNTON
1717 MAIN ST 1500
DALLAS,TX75201 		AUDIT SERVICE 102,515
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet3
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a 462,303
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 379,082
e Government grants (contributions)1e 84,624
f All other contributions, gifts, grants, and
similar amounts not included above1f 		47,523,378
g Noncash contributions included in lines 1a-1f:$ 785,942
h Total. Add lines 1a-1f.......MediumBullet 48,449,387
Program Service Revenue Business Code
2a
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 0
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 255,517     255,517
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss)..........MediumBullet 0      
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a DESIGNATION PROCESSING FEES 561,000 913,739 913,739 0 0
b OTHER INCOME 561,000 9,006 9,006 0 0
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 922,745
12 Total revenue. See Instructions....MediumBullet 49,627,649 922,745 0 255,517
Form 990 (2011)
Form 990 (2011)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Check if Schedule O contains a response to any question in this Part IX. .........
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 37,022,058 37,022,058
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 860,884 263,704 334,454 262,726
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 5,694,442 1,328,685 1,200,418 3,165,339
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 283,999 90,028 65,887 128,084
9 Other employee benefits ....... 754,203 189,178 103,843 461,182
10 Payroll taxes ........... 447,764 126,805 123,569 197,390
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 19,505 0 19,505 0
c Accounting ........... 137,141 0 137,141 0
d Lobbying ........... 0      
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 0      
g Other .......... 1,003,393 271,221 605,634 126,538
12 Advertising and promotion .... 1,094,585 564,969 7,146 522,470
13 Office expenses ....... 156,954 24,998 38,777 93,179
14 Information technology ...... 61,860 38,845 20,385 2,630
15 Royalties .. 0      
16 Occupancy ........... 449,472 106,105 64,637 278,730
17 Travel ............ 115,941 28,675 23,289 63,977
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 344,545 17,902 47,093 279,550
20 Interest ........... 0      
21 Payments to affiliates ....... 589,277 164,293 141,908 283,076
22 Depreciation, depletion, and amortization ..... 487,135 365,799 40,516 80,820
23 Insurance .............. 65,549 15,932 10,758 38,859
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a MISCELLANEOUS 67,295 15,537 16,139 35,619
b
c
d
e
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 49,656,002 40,634,734 3,001,099 6,020,169
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 400 1 400
2 Savings and temporary cash investments ....... 1,070,718 2 2,940,426
3 Pledges and grants receivable, net ......... 17,854,774 3 16,427,320
4 Accounts receivable, net ......... 0 4 0
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 0 5 0
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L .......... 0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 0 8 0
9 Prepaid expenses and deferred charges ............ 59,530 9 157,538
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 10,576,068
b Less: accumulated depreciation. ..... 10b 4,220,788 6,705,977 10c 6,355,280
11 Investments—publicly traded securities .......... 15,783,055 11 12,469,632
12 Investments—other securities. See Part IV, line 11 ...... 0 12 0
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ......... 0 14 0
15 Other assets. See Part IV, line 11 ........... 9,168,165 15 8,547,222
16 Total assets. Add lines 1 through 15 (must equal line 34)... 50,642,619 16 46,897,818
Liabilities 17 Accounts payable and accrued expenses . 857,853 17 576,881
18 Grants payable .......... 10,557,584 18 10,990,837
19 Deferred revenue .......... 0 19 0
20 Tax-exempt bond liabilities .......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 6,175,879 25 2,763,253
26 Total liabilities. Add lines 17 through 25..... 17,591,316 26 14,330,971
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 3,114,029 27 3,167,416
28 Temporarily restricted net assets ..... 21,089,922 28 20,879,024
29 Permanently restricted net assets ..... 8,847,352 29 8,520,407
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 33,051,303 33 32,566,847
34 Total liabilities and net assets/fund balances ..... 50,642,619 34 46,897,818
Form 990 (2011)
Form 990 (2011)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI .........
1
Total revenue (must equal Part VIII, column (A), line 12) ...
1
49,627,649
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
49,656,002
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
-28,353
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
33,051,303
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
-456,103
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....
6
32,566,847
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. ...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2011)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
UNITED WAY OF METROPOLITAN DALLAS INC
 
Employer identification number

75-6005352
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 40,854,968 48,559,680 43,977,964 50,640,527 49,627,649 233,660,788
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 40,854,968 48,559,680 43,977,964 50,640,527 49,627,649 233,660,788
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           3,498,387
6 Public Support. Subtract line 5 from line 4.           230,162,401
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
7 Amounts from line 4.. 40,854,968 48,559,680 43,977,964 50,640,527 49,627,649 233,660,788
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 2,265,477 525,131 389,331 381,213 255,517 3,816,669
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets.. 240,479 1,946,717 1,853,823 1,837,327 922,745 6,801,091
11 Total support (Add lines 7 through 10).           244,278,548
12
12
8,874,980
13
Section C. Computation of Public Support Percentage
14
14
94.221 %
15
15
94.030 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2011
Name of organization
UNITED WAY OF METROPOLITAN DALLAS INC
 
Employer identification number

75-6005352
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
UNITED WAY OF METROPOLITAN DALLAS INC
  		Employer identification number

75-6005352
Part I
Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
UNITED WAY OF METROPOLITAN DALLAS INC
  		Employer identification number

75-6005352
Part II
Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
UNITED WAY OF METROPOLITAN DALLAS INC
  		Employer identification number

75-6005352
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
Use duplicate copies of Part III if additional space is needed
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
UNITED WAY OF METROPOLITAN DALLAS INC
 
Employer identification number

75-6005352
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2011

Schedule C (Form 990 or 990-EZ) 2011
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check expenses, and share of excess lobbying expenditures).
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...... 124,359  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ....... 0  
c Total lobbying expenditures (add lines 1a and 1b) ................... 124,359  
d Other exempt purpose expenditures ........................ 49,531,643  
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 49,656,002  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000  
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) ................. 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) Total
             
2a Lobbying non-taxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		        6,000,000
             
c Total lobbying expenditures 74,928 83,421 83,308 124,359 366,016
             
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		         1,500,000
             
f Grassroots lobbying expenditures 74,928 65,151 79,919 124,359 344,357
Schedule C (Form 990 or 990-EZ) 2011


Schedule C (Form 990 or 990-EZ) 2011
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2 are answered “No” OR (b) Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, Part II-A; line 5; and Part ll-B, line 1.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2011

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
UNITED WAY OF METROPOLITAN DALLAS INC
 
Employer identification number

75-6005352
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958), relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 20,343,747 16,291,850 14,271,141 14,367,321
b Contributions ........ 543,205 369,708 741,252 2,532,391
c Net investment earnings, gains, and losses ... 488,552 3,847,505 1,480,520 -2,305,421
d Grants or scholarships .....        
e Other expenditures for facilities
and programs ........ 		185,172      
f Administrative expenses .... 241,639 165,316 201,063 323,150
g End of year balance ...... 20,948,693 20,343,747 16,291,850 14,271,141
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet86.020 %
b
Permanent endowment SchDMd Bullet12.350 %
c
Temporarily restricted endowment SchDMd Bullet1.630 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   211,259 211,259
b Buildings ................   8,794,218 2,913,796 5,880,422
c Leasehold improvements ............   56,270 8,569 47,701
d Equipment ................   903,750 725,484 178,266
e Other .................   610,571 572,939 37,632
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 6,355,280
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) BENEFICAL INTEREST IN TRUSTS 8,520,408
(2) DEFERRED COMPENSATION 26,814







Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 8,547,222
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes 0
DONOR DESIGNATIONS 2,724,552
DUE TO FOUNDATION 38,701







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 2,763,253
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 49,627,649
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 49,656,002
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 -28,353
4 Net unrealized gains (losses) on investments .......................... 4 -456,103
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV.) ................................. 8  
9 Total adjustments (net). Add lines 4 through 8 ......................... 9 -456,103
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 -484,456
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 34,989,144
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a -456,103
b Donated services and use of facilities ......... 2b 322,348
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d ..................... 2e -133,755
3 Subtract line 2e from line 1..................... 3 35,122,899
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV.) ........... 4b 14,504,750
c Add lines 4a and 4b....................... 4c 14,504,750
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 49,627,649
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 35,473,600
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 322,348
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d...................... 2e 322,348
3 Subtract line 2e from line 1..................... 3 35,151,252
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV.) ............ 4b 14,504,750
c Add lines 4a and 4b....................... 4c 14,504,750
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 49,656,002
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
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.
Schedule D (Form 990) 2011

Additional Data


Software ID:  
Software Version:  




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
UNITED WAY OF METROPOLITAN DALLAS INC
 
Employer identification number
75-6005352
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) Ability Connection Texas (Formerly UCP of North Te8802 Harry Hines Blvd
Dallas,TX75235 		75-0875525 501(c)(3) 48,775       Program Ops Cost
(2) ACCION Texas Inc2014 S Hackberry St
San Antonio,TX78210 		74-2712770 501(c)(3) 30,000       Program Ops Cost
(3) AIDS Arms Inc351 W Jefferson Blvd
Dallas,TX75208 		75-2306145 501(c)(3) 522,438       Program Ops Cost
(4) American Red Cross Dallas Area Chapter4800 Harry Hines Blvd
Dallas,TX75235 		75-0800605 501(c)(3) 200,000       Program Ops Cost
(5) AVANCE-Dallas Inc2060 Singleton Blvd
Dallas,TX75212 		75-2699260 501(c)(3) 778,514       Program Ops Cost
(6) Baylor Health Care System Foundation3600 Gaston Avenue
Dallas,TX75246 		75-1606705 501(c)(3) 32,500       Program Ops Cost
(7) Big Brothers Big Sisters Lone Star450 East John Carpenter Freeway
Irving,TX75062 		75-0800632 501(c)(3) 57,500       Program Ops Cost
(8) Big Thought2501 Oak Lawn Avenue
Dallas,TX75219 		75-2170035 501(c)(3) 175,040       Program Ops Cost
(9) Boy Scouts of America Circle Ten Council8605 Harry Hines Blvd
Dallas,TX75235 		75-0800615 501(c)(3) 219,413       Program Ops Cost
(10) Boys & Girls Clubs of Collin County701 South Church Street
McKinney,TX75069 		75-1296869 501(c)(3) 92,500       Program Ops Cost
(11) Boys & Girls Clubs of Greater DallasPO Box 140189
Dallas,TX75214 		75-1152657 501(c)(3) 511,241       Program Ops Cost
(12) Bryans House - Open ArmsPO Box 35868
Dallas,TX75235 		75-2217559 501(c)(3) 257,553       Program Ops Cost
(13) Callier Center for Communication Disorders UT Dal1966 Inwood Road
Dallas,TX75235 		75-1305566 501(c)(3) 95,000       Program Ops Cost
(14) Camp Fire USA Lone Star Council4411 Skillman
Dallas,TX75206 		75-0939904 501(c)(3) 81,250       Program Ops Cost
(15) CASA of Collin County101 E Davis Street
McKinney,TX75069 		75-2391961 501(c)(3) 122,000       Program Ops Cost
(16) CASA of Denton CountyPO Box 2885
Denton,TX76202 		75-2417472 501(c)(3) 12,500       Program Ops Cost
(17) Catholic Charities of Dallas9461 LBJ Freeway
Dallas,TX75243 		75-2745221 501(c)(3) 539,683       Program Ops Cost
(18) Child & Family Guidance Centers Inc8915 Harry Hines Blvd
Dallas,TX75235 		75-0800630 501(c)(3) 252,500       Program Ops Cost
(19) Child Protective Services Community Partners Inc1215 Skiles Street
Dallas,TX75204 		75-2468034 501(c)(3) 7,500       Program Ops Cost
(20) ChildCareGroup8585 North Stemmons Fwy
Dallas,TX75247 		75-0800634 501(c)(3) 841,524       Program Ops Cost
(21) Childrens Advocacy Center for Denton County1854 Cain Drive
Lewisville,TX75077 		75-2559765 501(c)(3) 25,000       Program Ops Cost
(22) Childrens Advocacy Center of Collin County2205 Los Rios Blvd
Plano,TX75074 		75-2389095 501(c)(3) 182,500       Program Ops Cost
(23) Children's Medical Center Dallas1935 Medical District Dr
Dallas,TX75235 		75-0800628 501(c)(3) 1,060,000       Program Ops Cost
(24) Citizens Development Center8800 Ambassador Row
Dallas,TX75247 		75-1008422 501(c)(3) 128,727       Program Ops Cost
(25) City House Inc902 East 16th Street
PLANO,TX75074 		75-2213291 501(c)(3) 7,500       Program Ops Cost
(26) CitySquare (Central Dallas Ministries)511 N Akard
Dallas,TX75201 		75-2332948 501(c)(3) 489,378       Program Ops Cost
(27) Collin County Committee on Aging600 N Tennessee St
McKinney,TX75069 		75-1544507 501(c)(3) 25,455       Program Ops Cost
(28) Communities In Schools Dallas Region8700 N Stemmons Freeway
Dallas,TX75247 		75-2044117 501(c)(3) 212,500       Program Ops Cost
(29) Communities in Schools of North Texas IncPO Box 295543
Lewisville,TX75029 		75-2496426 501(c)(3) 50,000       Program Ops Cost
(30) Community Council of Greater Dallas1349 Empire Central Dr
Dallas,TX75247 		75-0800631 501(c)(3) 78,129       Program Ops Cost
(31) Community Dental Care1420 West Mockingbird Ln
Dallas,TX75247 		75-1823660 501(c)(3) 682,194       Program Ops Cost
(32) Concilio The400 S Zang Blvd
Dallas,TX75208 		75-1770140 501(c)(3) 333,000       Program Ops Cost
(33) Consumer Credit Counseling Service of Greater Dall8737 King George Drive
Dallas,TX752352273 		75-1437638 501(c)(3) 100,000       Program Ops Cost
(34) Council on Alcohol & Drug Abuse1349 Empire Central Dr
Dallas,TX75247 		75-0808776 501(c)(3) 33,330       Program Ops Cost
(35) Dallas AfterSchool Network2902 Swiss Avenue
Dallas,TX75204 		76-0838983 501(c)(3) 154,040       Program Ops Cost
(36) Dallas Arboretum & Botanical Society8617 Garland Avenue
Dallas,TX75218 		23-7375815 501(c)(3) 50,000       Program Ops Cost
(37) Dallas Challenge7777 Forest Lane
Dallas,TX75230 		75-1964233 501(c)(3) 22,500       Program Ops Cost
(38) Dallas Children's Advocacy Center3611 Swiss Avenue
Dallas,TX75204 		75-2303404 501(c)(3) 284,963       Program Ops Cost
(39) Dallas County Community College District Foundatio1601 S Lamar Street
Dallas,TX75215 		23-7326612 501(c)(3) 99,391       Program Ops Cost
(40) Dallas Furniture BankPO Box 815788
Dallas,TX753815788 		48-1279673 501(c)(3) 20,000       Program Ops Cost
(41) Dallas Lighthouse for the Blind4306 Capital Avenue
Dallas,TX75204 		75-0968301 501(c)(3) 85,000       Program Ops Cost
(42) Deaf Action Center3115 Crestview Drive
Dallas,TX75209 		75-1575599 501(c)(3) 37,500       Program Ops Cost
(43) Denton County Friends of the Family1400 Crescent
Denton,TX76201 		75-1734175 501(c)(3) 30,000       Program Ops Cost
(44) East Dallas Community Schools - Neighbors United f924 Wayne Street
Dallas,TX75223 		75-1612054 501(c)(3) 200,000       Program Ops Cost
(45) Education is Freedom Foundation2711 N Haskell Avenue
Dallas,TX75204 		04-3643313 501(c)(3) 37,500       Program Ops Cost
(46) Family Compass Child Abuse Prevention Center4210 Junius Street
Dallas,TX75246 		75-2400158 501(c)(3) 99,000       Program Ops Cost
(47) Family Place The4300 MacArthur Avenue
Dallas,TX75209 		75-1590896 501(c)(3) 920,000       Program Ops Cost
(48) Foundation for the Education of Young Women2804 Swiss Avenue
Dallas,TX75204 		47-0902114 501(c)(3) 46,250       Program Ops Cost
(49) Girl Scouts of Northeast Texas600 Summerside Drive
Dallas,TX75252 		75-1101571 501(c)(3) 25,000       Program Ops Cost
(50) Girls Incorporated of Metropolitan Dallas2040 Empire Central
Dallas,TX75235 		75-1305705 501(c)(3) 606,883       Program Ops Cost
(51) Goodwill Industries of Dallas Inc3020 N Westmoreland Road
Dallas,TX75212 		75-0800649 501(c)(3) 833,232       Program Ops Cost
(52) Habitat for Humanity of Greater Garland1110 Main Street
Garland,TX75040 		75-2499430 501(c)(3) 41,250       Program Ops Cost
(53) Hope's Door820 F Avenue Ste 100
Plano,TX75074 		75-2038796 501(c)(3) 10,000       Program Ops Cost
(54) Housing Crisis Center4210 Junius Street
Dallas,TX75246 		75-1633304 501(c)(3) 86,800       Program Ops Cost
(55) Interfaith Housing CoalitionPO Box 720206
Dallas,TX753720206 		75-2028254 501(c)(3) 270,000       Program Ops Cost
(56) Irving Cares440 S Nursery Rd
Irving,TX75017 		75-1436937 501(c)(3) 108,567       Program Ops Cost
(57) Jewish Family Service of Dallas5402 Arapaho Rd
Dallas,TX75248 		75-1992728 501(c)(3) 560,182       Program Ops Cost
(58) Junior Players Guild (Junior Players)4054 McKinney Avenue
Dallas,TX75204 		75-6061082 501(c)(3) 37,500       Program Ops Cost
(59) KIPP Dallas-Fort Worth3200 South Lancaster Road
Dallas,TX75216 		82-0578155 501(c)(3) 50,000       Program Ops Cost
(60) Lancaster Outreach Center1120 Randlett Street
Lancaster,TX75146 		75-2179706 501(c)(3) 156,406       Program Ops Cost
(61) LaunchAbility4350 Sigma Road
Dallas,TX75244 		75-1189353 501(c)(3) 212,500       Program Ops Cost
(62) Literacy Instruction for Texas (LIFT)2121 Main Street
Dallas,TX75201 		75-1095223 501(c)(3) 445,000       Program Ops Cost
(63) Mercy Street Inc3801 Holystone Street
Dallas,TX75212 		45-0536344 501(c)(3) 27,100       Program Ops Cost
(64) Mesquite Social Services1035 Military Parkway
Mesquite,TX75149 		75-1108455 501(c)(3) 22,500       Program Ops Cost
(65) Methodist Health System Foundation1441 N Beckley Avenue
Dallas,TX75203 		75-1548343 501(c)(3) 209,206       Program Ops Cost
(66) Metrocrest Social Services Inc13801 Hutton Drive
Farmers Branch,TX75234 		75-1548334 501(c)(3) 77,500       Program Ops Cost
(67) Mi Escuelita Preschool4231 Maple Avenue
Dallas,TX75204 		75-1728505 501(c)(3) 450,265       Program Ops Cost
(68) Mosaic Family Services4144 North Central Expressway
Dallas,TX75204 		75-2484565 501(c)(3) 412,500       Program Ops Cost
(69) Museum of Nature and Science Perot MuseumPO Box 151469
Dallas,TX75315 		75-6067569 501(c)(3) 185,402       Program Ops Cost
(70) My Possibilities1301 Custer Road
Plano,TX75075 		26-1509133 501(c)(3) 20,000       Program Ops Cost
(71) Nexus Recovery Center8733 LaPrada Drive
Dallas,TX75228 		23-7169388 501(c)(3) 332,500       Program Ops Cost
(72) Parkland Foundation2777 N Stemmons Freeway
Dallas,TX75207 		75-2089180 501(c)(3) 372,917       Program Ops Cost
(73) Pedi Place Inc502 South Old Orchard Lane
Lewisville,TX75067 		75-2512752 501(c)(3) 347,000       Program Ops Cost
(74) Plano ISD Education Foundation2700 W 15th Street
Plano,TX75075 		75-2481906 501(c)(3) 99,883       Program Ops Cost
(75) Princeton Review Foundation The10830 N Central Expressway
Dallas,TX75231 		13-3429168 501(c)(3) 252,000       Program Ops Cost
(76) Rainbow Days Inc8150 North Central Expressway
Dallas,TX75206 		75-1844908 501(c)(3) 160,000       Program Ops Cost
(77) ReadyStart1701 N Collins Blvd
Richardson,TX75080 		75-1705621 501(c)(3) 42,500       Program Ops Cost
(78) REAL School Gardens503 Bryan Avenue
Fort Worth,TX76104 		20-5946552 501(c)(3) 150,000       Program Ops Cost
(79) Reasoning Mind Inc3050 Post Oak Blvd
Houston,TX77056 		76-0662298 501(c)(3) 75,000       Program Ops Cost
(80) Reconciliation Academy4301 Bryan Street
Dallas,TX75204 		75-2733436 501(c)(3) 47,500       Program Ops Cost
(81) Resource Center of Dallas2701 Reagan Street
Dallas,TX75219 		75-1892059 501(c)(3) 345,909       Program Ops Cost
(82) Rockwall County Helping Hands Inc950 Williams Street
Rockwall,TX75087 		75-2402276 501(c)(3) 115,000       Program Ops Cost
(83) Salesmanship Club Youth & Family Centers106 East 10th Street
Dallas,TX75203 		75-1855620 501(c)(3) 139,500       Program Ops Cost
(84) Salvation Army - DFW Metroplex Command8787 N Stemmons Freeway
Dallas,TX75247 		58-0660607 501(c)(3) 879,761       Program Ops Cost
(85) Samaritan Inn The1710 N McDonald St
McKinney,TX75071 		75-1984285 501(c)(3) 65,000       Program Ops Cost
(86) Senior Source3910 Harry Hines Blvd
Dallas,TX75219 		75-1085555 501(c)(3) 327,500       Program Ops Cost
(87) Southern Methodist University - The School Zone WPO Box 750302
Dallas,TX752750302 		75-0800689 501(c)(3) 50,000       Program Ops Cost
(88) Southwestern Diabetic Foundation - Camp SweenyPO Box 918
Gainesville,TX76241 		75-6002547 501(c)(3) 15,000       Program Ops Cost
(89) St Philips School and Community Center1600 Pennsylvania Ave
Dallas,TX75215 		75-1097360 501(c)(3) 12,500       Program Ops Cost
(90) Trinity River Mission Inc2060 Singleton Blvd
Dallas,TX75212 		75-6055203 501(c)(3) 67,500       Program Ops Cost
(91) Turning Point Rape Crisis Center3325 Silverstone
Plano,TX75023 		75-2065785 501(c)(3) 46,250       Program Ops Cost
(92) Turtle Creek Manor Inc2820 Swiss Avenue
Dallas,TX75204 		75-1282276 501(c)(3) 53,820       Program Ops Cost
(93) Uplift Education606 East Royal Lane
Dallas,TX75039 		75-2659683 501(c)(3) 479,483       Program Ops Cost
(94) Urban League of Greater Dallas and North Central T4315 S Lancaster Rd
Dallas,TX75216 		74-1590488 501(c)(3) 100,000       Program Ops Cost
(95) Visiting Nurse Association of Texas1600 Viceroy Drive
Dallas,TX75235 		75-0800692 501(c)(3) 210,909       Program Ops Cost
(96) VMLC - Vickery Meadow Learning Center6329 Ridgecrest Road
Dallas,TX75231 		75-2708992 501(c)(3) 98,000       Program Ops Cost
(97) Vogel Alcove7557 Rambler Road
Dallas,TX75231 		75-2133827 501(c)(3) 55,000       Program Ops Cost
(98) Warren Center The320 Custer Road
Richardson,TX75080 		75-1282040 501(c)(3) 113,800       Program Ops Cost
(99) Wilkinson CenterPO Box 720248
Dallas,TX75372 		75-2712117 501(c)(3) 100,000       Program Ops Cost
(100) YMCA of Metropolitan Dallas1621 West Walnut Hill
Irving,TX75038 		75-0800696 501(c)(3) 659,248       Program Ops Cost
(101) Youth Village Resources of Dallas6333 E Mockingbird Lane
Dallas,TX752142692 		30-0018778 501(c)(3) 20,000       Program Ops Cost
(102) YWCA of Metropolitan Dallas4144 N Central Expressway
Dallas,TX75204 		75-0800699 501(c)(3) 641,940       Program Ops Cost
(103) Ability Connection Texas8802 Harry Hines Blvd
Dallas,TX75235 		75-0875525 501(c)(3) 7,219       Donor designations
(104) AIDS Arms Inc351 W Jefferson Blvd
Dallas,TX75208 		75-2306145 501(c)(3) 49,210       Donor designations
(105) Allen Community Outreach801 E Main Street
Allen,TX75002 		75-1986190 501(c)(3) 35,952       Donor designations
(106) Alzheimer's Association - Greater Dallas4144 North Central Expressway
Dallas,TX752043208 		75-2041194 501(c)(3) 54,751       Donor designations
(107) Alzheimer's Association - North Central Texas Ft2630 West Freeway
Fort Worth,TX76102 		75-1984152 501(c)(3) 6,415       Donor designations
(108) American Cancer Society - High Plains Division8900 John Carpenter Freeway
Dallas,TX75247 		74-1185665 501(c)(3) 90,097       Donor designations
(109) American Red Cross4800 Harry Hines Boulevard
Dallas,TX75235 		53-0196605 501(c)(3) 90,490       Donor designations
(110) ARC of Dallas The12700 Hillcrest Road
Dallas,TX75230 		75-1153975 501(c)(3) 11,271       Donor designations
(111) Arthritis Foundation - North Texas4300 MacArthur Avenue
Dallas,TX75209 		58-1341679 501(c)(3) 10,905       Donor designations
(112) Assistance Center of Collin County900 East 18th Street
Plano,TX75074 		75-1550604 501(c)(3) 6,533       Donor designations
(113) AVANCE - Dallas2060 Singleton Blvd
Dallas,TX75212 		75-2699260 501(c)(3) 5,802       Donor designations
(114) Big Brothers Big Sisters of North Texas450 East John Carpenter Freeway
Irving,TX75062 		75-0800632 501(c)(3) 82,087       Donor designations
(115) Boy Scouts of America - Circle Ten Council #5718605 Harry Hines Blvd
Dallas,TX75235 		75-0800615 501(c)(3) 153,733       Donor designations
(116) Boy Scouts of America - Longhorn Council #662PO Box 54190
Hurst,TX76054 		74-1157377 501(c)(3) 29,653       Donor designations
(117) Boys & Girls Club of Arlington Inc608 North Elm Street
Arlington,TX76011 		75-1046644 501(c)(3) 16,372       Donor designations
(118) Boys & Girls Club of Collin County701 South Church Street
McKinney,TX75069 		75-1296869 501(c)(3) 52,396       Donor designations
(119) Boys & Girls Club of Greater DallasPO Box 140189
Dallas,TX75214 		75-1152657 501(c)(3) 49,931       Donor designations
(120) Bridge Breast Network The3600 Gaston Avenue Ste 401
Dallas,TX75246 		75-2436606 501(c)(3) 18,631       Donor designations
(121) Bryan's House - Open Arms608 North Elm Street
Arlington,TX76011 		75-2217559 501(c)(3) 5,230       Donor designations
(122) Callier Center for Communication Disorders UT Dal1966 Inwood Road
Dallas,TX75235 		75-1305566 501(c)(3) 28,550       Donor designations
(123) Camp Fire USA Lone Star Council4411 Skillman
Dallas,TX75206 		75-0939904 501(c)(3) 6,574       Donor designations
(124) Camp Summit17210 Campbell Road
Dallas,TX75252 		75-2488486 501(c)(3) 11,495       Donor designations
(125) CASA of Collin County101 E Davis Street
McKinney,TX75069 		75-2391961 501(c)(3) 56,567       Donor designations
(126) CASA of Denton CountyPO Box 2885
Denton,TX76202 		75-2417472 501(c)(3) 20,111       Donor designations
(127) Catholic Charities of Dallas9461 LBJ Freeway
Dallas,TX75243 		75-2745221 501(c)(3) 259,902       Donor designations
(128) Center for Nonprofit Management2902 Floyd Street
Dallas,TX75204 		75-1366166 501(c)(3) 6,312       Donor designations
(129) Child & Family Guidance Center8915 Harry Hines Blvd
Dallas,TX75235 		75-0800630 501(c)(3) 7,439       Donor designations
(130) ChildCareGroup8585 North Stemmons Fwy
Dallas,TX75247 		75-0800634 501(c)(3) 14,520       Donor designations
(131) Children's Advocacy Center for Denton County1854 Cain Drive
Lewisville,TX75077 		75-2559765 501(c)(3) 51,747       Donor designations
(132) Children's Advocacy Center of Collin County2205 Los Rios Blvd
Plano,TX75074 		75-2389095 501(c)(3) 128,429       Donor designations
(133) Children's Medical Center of Dallas1935 Medical District Dr
Dallas,TX75235 		75-0800628 501(c)(3) 186,935       Donor designations
(134) Citizens Development Center8800 Ambassador Row
Dallas,TX75247 		75-1008422 501(c)(3) 5,084       Donor designations
(135) CITY House902 E 16th Street
Plano,TX75074 		75-2213291 501(c)(3) 41,015       Donor designations
(136) CitySquare511 N Akard
Dallas,TX75201 		75-2332948 501(c)(3) 52,943       Donor designations
(137) Collin County Committee on Aging600 N Tennessee St
McKinney,TX75069 		75-1544507 501(c)(3) 20,504       Donor designations
(138) Communities Foundation of Texas Inc5500 Caruth Haven Lane
Dallas,TX75225 		75-0964565 501(c)(3) 10,492       Donor designations
(139) Communities in Schools - Dallas Region8700 N Stemmons Freeway
Dallas,TX75247 		75-2044117 501(c)(3) 8,353       Donor designations
(140) Concilio The400 S Zang Blvd
Dallas,TX75208 		75-1770140 501(c)(3) 12,829       Donor designations
(141) Council on Alcohol & Drug Drug Abuse1349 Empire Central Dr
Dallas,TX75247 		75-0808776 501(c)(3) 9,833       Donor designations
(142) Dallas Center (for Developmentally Disabled)8550 Cadenza Lane
Dallas,TX752284999 		75-1083102 501(c)(3) 5,955       Donor designations
(143) Dallas Children's Advocacy Center3611 Swiss Avenue
Dallas,TX75204 		75-2303404 501(c)(3) 68,697       Donor designations
(144) Dallas Children's Theater5938 Skillman St
Dallas,TX75231 		75-1967052 501(c)(3) 6,054       Donor designations
(145) Dallas Lighthouse for the Blind4306 Capital Avenue
Dallas,TX75204 		75-0968301 501(c)(3) 12,429       Donor designations
(146) Deaf Action Center3115 Crestview Drive
Dallas,TX75209 		75-1575599 501(c)(3) 10,633       Donor designations
(147) Denton County Friends of the Family1400 Crescent
Denton,TX76201 		75-1734175 501(c)(3) 28,286       Donor designations
(148) Dr Pepper Snapple Group Employee Relief FundPO Box 25199
Plano,TX75025 		41-2184477 501(c)(3) 28,524       Donor designations
(149) Family Compass Child Abuse Prevention Center4210 Junius Street
Dallas,TX75246 		75-2400158 501(c)(3) 34,505       Donor designations
(150) Family Place The4300 MacArthur Avenue
Dallas,TX75209 		75-1590896 501(c)(3) 96,235       Donor designations
(151) Forney Area United Way (TX)PO Box 821
Forney,TX75126 		75-1742830 501(c)(3) 7,112       Donor designations
(152) Geriatric Wellness Center401 West 16th St
Plano,TX75075 		75-1839305 501(c)(3) 10,636       Donor designations
(153) Girl Scouts of Northeast Texas600 Summerside Drive
Dallas,TX75252 		75-1101571 501(c)(3) 84,083       Donor designations
(154) Girls Incorporated of Metropolitan Dallas2040 Empire Central
Dallas,TX75235 		75-1305705 501(c)(3) 34,059       Donor designations
(155) Goodwill Industries of Dallas3020 N Westmoreland Road
Dallas,TX75212 		75-0800649 501(c)(3) 10,769       Donor designations
(156) Grapevine Relief and Community Exchange (GRACEPO Box 412
Grapevine,TX76099 		75-2195702 501(c)(3) 10,323       Donor designations
(157) Greater Ennis United Way (TX)PO Box 639
Ennis,TX75120 		23-7087962 501(c)(3) 5,081       Donor designations
(158) Habitat for Humanity - Greater Garland1110 Main Street
Garland,TX75040 		75-2499430 501(c)(3) 6,590       Donor designations
(159) Harden Healthcare Employee Benevolent Fund1703 West 5th Street
Austin,TX78703 		20-8712184 501(c)(3) 6,054       Donor designations
(160) Health Services of North Texas4210 Mesa Drive
Denton,TX76207 		75-2252866 501(c)(3) 9,855       Donor designations
(161) Hope Cottage Pregnancy & Adoption Center4209 McKinney
Dallas,TX75205 		75-0800652 501(c)(3) 36,581       Donor designations
(162) Hope's Door820 F Avenue Ste 100
Plano,TX75074 		75-2038796 501(c)(3) 77,791       Donor designations
(163) Interfaith Housing CoalitionPO Box 720206
Dallas,TX753720206 		75-2028254 501(c)(3) 12,792       Donor designations
(164) Irving CARES440 S Nursery Rd
Irving,TX75017 		75-1436937 501(c)(3) 26,085       Donor designations
(165) Jewish Community Center of Dallas - Jewish Fed of7900 Northaven Road
Dallas,TX75230 		75-0800654 501(c)(3) 10,715       Donor designations
(166) Jewish Family Service of Dallas5402 Arapaho Rd
Dallas,TX75248 		75-1992728 501(c)(3) 43,896       Donor designations
(167) Jewish Federation of Ft Worth & Tarrant County4049 Kingsridge Road
Fort Worth,TX76109 		75-0808797 501(c)(3) 7,817       Donor designations
(168) Lancaster Outreach Center1120 Randlett Street
Lancaster,TX75146 		75-2179706 501(c)(3) 10,163       Donor designations
(169) Lancaster Outreach Center - TXU Energy Aid1120 Randlett Street
Lancaster,TX75146 		75-2179706 501(c)(3) 156,049       Donor designations
(170) LaunchAbility4350 Sigma Road
Dallas,TX75244 		75-1189353 501(c)(3) 20,250       Donor designations
(171) Legal Aid of Northwest Texas1515 Main Street
Dallas,TX75201 		75-0856086 501(c)(3) 12,248       Donor designations
(172) Lena Pope Home3131 Sanguinet Street
Fort Worth,TX76107 		75-6003583 501(c)(3) 62,232       Donor designations
(173) LIFT - Literacy Instruction for Texas2121 Main Street
Dallas,TX75201 		75-1095223 501(c)(3) 9,461       Donor designations
(174) Meals On Wheels Inc of Tarrant County320 South Freeway
Fort Worth,TX76104 		75-1568798 501(c)(3) 5,321       Donor designations
(175) Mental Health America of Greater Dallas624 North Good Latimer Expwy
Dallas,TX75204 		75-0999935 501(c)(3) 6,627       Donor designations
(176) Mesquite Social Services1035 Military Parkway
Mesquite,TX75149 		75-1108455 501(c)(3) 32,340       Donor designations
(177) Metrocrest Social Services13801 Hutton Drive
Farmers Branch,TX75234 		75-1548334 501(c)(3) 20,625       Donor designations
(178) Mi Escuelita Preschools4231 Maple Avenue
Dallas,TX75204 		75-1728505 501(c)(3) 23,628       Donor designations
(179) Mosaic Family Services4144 North Central Expwy
Dallas,TX75204 		75-2484565 501(c)(3) 7,096       Donor designations
(180) Museum of Nature and Science Perot MusemPO Box 151469
Dallas,TX75315 		75-6067569 501(c)(3) 8,343       Donor designations
(181) Nexus Recovery Center8733 LaPrada Drive
Dallas,TX75228 		23-7169388 501(c)(3) 25,281       Donor designations
(182) North Texas Food Bank4500 S Cockrell Hill Rd
Dallas,TX75236 		75-1785357 501(c)(3) 44,784       Donor designations
(183) Our Children's House at Irving Baylor Healthcar3337 Stoval Street
Irving,TX75061 		75-1765385 501(c)(3) 37,655       Donor designations
(184) PediPlace502 South Old Orchard Lane
Lewisville,TX75067 		75-2512752 501(c)(3) 32,754       Donor designations
(185) Plano ISD Education Foundation2700 W 15th Street
Plano,TX75075 		75-2481906 501(c)(3) 14,069       Donor designations
(186) Rainbow Days8150 North Central Expwy
Dallas,TX75206 		75-1844908 501(c)(3) 18,269       Donor designations
(187) Resource Center of Dallas2701 Reagan Street
Dallas,TX75219 		75-1892059 501(c)(3) 31,901       Donor designations
(188) Rockwall County Helping Hands950 Williams Street
Rockwall,TX75087 		75-2402276 501(c)(3) 26,560       Donor designations
(189) Safehaven of Tarrant County8701 W Bedford Euless Road
Hurst,TX76053 		75-1670281 501(c)(3) 5,026       Donor designations
(190) Salesmanship Club Youth & Family Centers106 East 10th Street
Dallas,TX75203 		75-1855620 501(c)(3) 29,820       Donor designations
(191) Salvation Army - DFW Area8787 N Stemmons Freeway
Dallas,TX75247 		58-0660607 501(c)(3) 171,687       Donor designations
(192) Samaritan Inn1710 N McDonald St
McKinney,TX75071 		75-1984285 501(c)(3) 135,243       Donor designations
(193) Senior Adult Services for Addison Carrollton Cop1 Medical Parkway Professional Plaz
Farmers Branch,TX75234 		75-1840522 501(c)(3) 9,576       Donor designations
(194) Senior Source The3910 Harry Hines Blvd
Dallas,TX75219 		75-1085555 501(c)(3) 35,876       Donor designations
(195) Southwestern Diabetic Foundation - Camp SweeneyPO Box 918
Gainesville,TX76241 		75-6002547 501(c)(3) 23,997       Donor designations
(196) St Philip's School & Community Center1600 Pennsylvania Ave
Dallas,TX75215 		75-1097360 501(c)(3) 53,606       Donor designations
(197) TerrellKaufman United WayPO Box 648
Terrell,TX75160 		75-2420233 501(c)(3) 9,276       Donor designations
(198) Texas Scottish Rite Hospital for Children2222 Welborn Street
Dallas,TX75219 		75-0818178 501(c)(3) 7,980       Donor designations
(199) Turning Point Rape Crisis Center of Collin County3325 Silverstone
Plano,TX75023 		75-2065785 501(c)(3) 23,437       Donor designations
(200) Turtle Creek Manor2820 Swiss Avenue
Dallas,TX75204 		75-1282276 501(c)(3) 9,517       Donor designations
(201) USO (United Service Organization Inc)2111 Wilson Blvd
Arlington,VA22201 		13-1610451 501(c)(3) 6,766       Donor designations
(202) United Way Foundation of Metropolitan Dallas1800 N Lamar St
Dallas,TX75202 		75-2834344 501(c)(3) 22,022       Donor designations
(203) United Way of Denton County625 Dallas Drive
Denton,TX76205 		75-1251128 501(c)(3) 23,154       Donor designations
(204) United Way of Forsyth County (NC)301 N Main Street
WinstonSalem,NC27101 		23-7357234 501(c)(3) 6,054       Donor designations
(205) United Way of Greater Houston50 Waugh Drive
Houston,TX77007 		74-1167964 501(c)(3) 5,314       Donor designations
(206) United Way of San Antonio & Bexar CountyPO Box 898
San Antonio,TX78293 		74-1272381 501(c)(3) 6,633       Donor designations
(207) United Way of Tarrant CountyPO Box 4448
Fort Worth,TX76164 		75-0858360 501(c)(3) 238,184       Donor designations
(208) United Way of Tucson & Southern ArizonaPO Box 86750
Tucson,AZ86750 		86-0098932 501(c)(3) 12,410       Donor designations
(209) United Way of West Ellis CountyPO Box 1025
Midlothian,TX76065 		75-6002917 501(c)(3) 27,970       Donor designations
(210) Uplift Education606 East Royal Lane
Dallas,TX75039 		75-2659683 501(c)(3) 7,956       Donor designations
(211) Urban League of Greater Dallas & North Central Tex4315 S Lancaster Rd
Dallas,TX75216 		74-1590488 501(c)(3) 23,605       Donor designations
(212) Visiting Nurse Association of Texas1600 Viceroy Drive
Dallas,TX75235 		75-0800692 501(c)(3) 84,765       Donor designations
(213) VMLC - Vickery Meadow Learning Center6329 Ridgecrest Road
Dallas,TX75231 		75-2708992 501(c)(3) 9,082       Donor designations
(214) Volunteer Center of North Texas2800 Live Oak Street
Dallas,TX75204 		75-1364145 501(c)(3) 12,170       Donor designations
(215) Warren Center The320 Custer Road
Richardson,TX75080 		75-1282040 501(c)(3) 19,408       Donor designations
(216) West Dallas Community Center3918 N Hampton Rd
Dallas,TX75212 		75-0818181 501(c)(3) 18,848       Donor designations
(217) YMCA of Metropolitan Dallas1621 West Walnut Hill
Irving,TX75038 		75-0800696 501(c)(3) 33,177       Donor designations
(218) YWCA of Metropolitan Dallas4144 N Central Expressway
Dallas,TX75204 		75-0800699 501(c)(3) 39,712       Donor designations
(219) DIRECTLY PAID TO OTHER UNI WAYS & AGENCIESADDRESS
ADDRESS,TX75202 		99-9999999   9,984,685       DONOR DESIGNATED FOR GENERAL SUPPORT
(220) AGENCIES PAID LESS 5000ADDRESS
ADDRESS,TX75202 		99-9999999   391,490       DONOR DESIGNATED FOR GENERAL SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
153
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
0
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
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.
Schedule I (Form 990) 2011


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
UNITED WAY OF METROPOLITAN DALLAS INC
 
Employer identification number

75-6005352
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
Yes
 
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) Jennifer Sampson (i)
(ii)		 250,800
0 		36,578
0 		11,010
0 		30,091
0 		16,215
0 		344,694
0 		0
 
(2) Kelly Rosales (i)
(ii)		 137,358
0 		9,100
0 		185
0 		3,428
0 		851
0 		150,922
0 		0
 
(3) Susan Hoff (i)
(ii)		 163,988
0 		19,600
0 		721
0 		11,648
0 		12,744
0 		208,701
0 		0
 
(4) Regina Moldovan (i)
(ii)		 129,112
0 		12,125
0 		184
0 		7,746
0 		6,880
0 		156,047
0 		0
 
(5) Stephanie Bernal (i)
(ii)		 117,411
0 		8,034
0 		274
0 		8,782
0 		15,996
0 		150,497
0 		0
 
(6) Gary Godsey (i)
(ii)		 161,004
0 		41,860
0 		366,651
0 		17,150
0 		17,202
0 		603,867
0 		155,262
0










Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
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.
Schedule J (Form 990) 2011

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
UNITED WAY OF METROPOLITAN DALLAS INC
 
Employer identification number

75-6005352
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 31 225,437 SALE PRICE LESS FEES
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( IN-KIND ) X 21 552,644 MARKET VALUE
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
 
No
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ............................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2011
Schedule M (Form 990) 2011
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33 and whether the organization is reporting in Part I, column (b) the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Identifier Return Reference Explanation
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.
Schedule M (Form 990) 2011
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
UNITED WAY OF METROPOLITAN DALLAS INC
 
Employer identification number

75-6005352
Identifier Return Reference Explanation
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.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
UNITED WAY OF METROPOLITAN DALLAS INC
 
Employer identification number

75-6005352
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity

















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) UNITED WAY FOUNDATION OF METRO DALLAS

1800 N LAMAR

DALLAS,TX75202
75-2834344 		RCPT OF ENDW TX 501 C (3) 11 UWMD
 
 
No












For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership












Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) UNITED WAY FOUNDATION OF METROPOLITAN DALLAS

 C 185,172 CASH
(2) UNITED WAY FOUNDATION OF METROPOLITAN DALLAS

 P 193,910 CASH
(3)
(4)
(5)
(6)
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


Software ID:  
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