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 private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 07-01-2014 , and ending 06-30-2015
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 province, country, and ZIP or foreign postal code
DALLAS, TX75202
D Employer identification number

75-6005352
E Telephone number

G Gross receipts $ 62,422,520
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
subordinates?
H(b)
Are all subordinates
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 THE LIVES IN OUR COMMUNITIES BY COLLABORATING WITH COMMUNITY ORGANIZERS TO DELIVER HEALTH AND HUMAN SERVICES PROGRAMS THAT BENEFIT CHILDREN AND ADULTS
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 23
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 23
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 132
6 Total number of volunteers (estimate if necessary) ............. 6 16,158
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) ......... 58,989,426 60,401,252
9 Program service revenue (Part VIII, line 2g) ......... 1,554,895 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 65,507 47,860
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 38,282 1,973,408
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 60,648,110 62,422,520
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 42,106,622 43,318,256
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) 8,551,946 9,178,602
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 168,494 346,401
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet11,884,081    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 4,757,992 10,002,429
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 55,585,054 62,845,688
19 Revenue less expenses. Subtract line 18 from line 12....... 5,063,056 -423,168
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 53,877,195 52,907,572
21 Total liabilities (Part X, line 26)............. 15,108,721 15,714,723
22 Net assets or fund balances. Subtract line 21 from line 20..... 38,768,474 37,192,849
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 MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2014)
Form 990 (2014)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: THE MISSION OF UNITED WAY OF METROPOLITAN DALLAS, INC. (UWMD) IS TO IMPROVE LIVES IN OUR COMMUNITIES. UWMD 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 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 $ 23,234,693 including grants of $ 20,245,153 ) (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 2014-2015, UNITED WAY OF METROPOLITAN DALLAS, INC. INVESTED IN OVER 150 EXCEPTIONAL EDUCATION, INCOME AND HEALTH PROGRAMS.
4b (Code:   ) (Expenses $ 20,083,563 including grants of $ 20,083,563 ) (Revenue $ 1,861,125 )
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 2014-2015, UNITED WAY OF METROPOLITAN DALLAS, INC. PROCESSED $20.1 MILLION IN DESIGNATIONS.
4c (Code:   ) (Expenses $ 4,384,229 including grants of $ 2,989,540 ) (Revenue $   )
BUILDING AND ADMINISTERING COLLABORATIVE INITIATIVES THAT PREPARE KIDS TO GRADUATE AND SUCCEED, HELP FAMILIES LEAVE POVERTY PERMANENTLY, AND ENABLE PEOPLE TO LIVE HEALTHY, RESPONSIBLE LIVES. EXAMPLES INCLUDE: 1. HEALTHY ZONE SCHOOL RECOGNITION PROGRAM, HELPING KIDS LEARN HEALTHY HABITS THAT CAN LAST A LIFETIME. IN FISCAL YEAR 2014-2015, UNITED WAY AND THE COOPER INSTITUTE PROVIDED EXPERTISE, FINANCIAL ASSISTANCE, AND RECOGNITION TO 89 NORTH TEXAS SCHOOLS THAT CREATED HEALTHY ENVIRONMENTS FOR MORE THAN 59,600 STUDENTS. THEY ALSO USED A COMPETITVE APPLICATION PROCESS TO IDENTIY 27 MORE NORTH TEXAS SCHOOLS THAT WILL RECEIVE SUPPORT STARTING IN THE 2016-2017 SCHOOL YEAR, EXPANDING THE INITIATIVE TO HELP EVEN MORE LOCAL STUDENTS. 2. DESTINATION:GRADUATION, HELPING AT-RISK STUDENTS GRADUATE FROM HIGH SCHOOL AND SUCCESSFULLY PURSUE ADVANCED EDUCATION. IN FISCAL YEAR 2014-2015, UNITED WAY WORKED IN AREA HIGH SCHOOLS TO COORDINATE COLLEGE PREPARATION, PARENTAL INVOLVEMENT, MENTORING AND CAREER EXPLORATION SERVICES. DESTINATION:GRADUATION SERVED MORE THAN 1,500 STUDENTS. 3. LEADERS IN SCIENCE PROGRAM, ENHANCES EDUCATOR EFFECTIVENESS IN SCIENCE INSTRUCTION THROUGH PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR ELEMENTARY SCHOOL TEACHERS. IN FISCAL YEAR 2014-2015, THE PROGRAM SERVED 90 TEACHERS AND MORE THAN 1,082 KINDERGARTEN THROUGH 5TH GRADE STUDENTS. 4. COMMUNITY FINANCIAL STABILITY INITIATIVE: COORDINATING AND EXPANDING NORTH TEXAS EFFORTS TO EMPOWER STRUGGLING FAMILIES WITH FINANCIAL KNOWLEDGE AND RESOURCES TO BECOME ECONOMICALLY SELF-SUFFICIENT. IN FISCAL YEAR 2014-2015, UNITED WAY TAX PREPARATION VOLUNTEERS HELPED MORE THAN 11,000 HARD WORKING FAMILIES SAVE OVER $19 MILLION FROM TAX REFUNDS AND TAX PREPARATION FEES. 5. THE TEXAS HOME VISITING PROGRAM, FUNDED BY THE TEXAS HEALTH AND HUMAN SERVICES COMMISSION (HHSC), PROVIDES IN-HOME PARENT EDUCATION TO AT-RISK FAMILIES. APRROXIMATELY 500 CHILDREN AND THEIR FAMILIES RECEIVED HOME VISITING PROGRAM SERVICES DURING FY 14-15. ADDITIONALLY, THE PROGRAM HAS CREATED A SYSTEM TO MATCH FAMILIES WITH APPROPRIATE HOME VISITNG SERVICE PROVIDERS.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet47,702,485
Form 990 (2014)
Form 990 (2014)
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 (see instructions)? 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, or have a section 501(h) election in effect during the tax year? 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 for escrow or custodial account liability; 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
 
No
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, line 10?
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 VIIClick 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 VIIIClick 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 IXClick 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 XClick 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 XClick 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 and XII 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 and XII 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, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
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 (see instructions) .... Click to see attachment
17
Yes
 
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............ Click to see attachment
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................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2014)
Form 990 (2014)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government 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 or other assistance to or for domestic individuals 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, line 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
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), 501(c)(4), and 501(c)(29) 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
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? 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 direct or indirect 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 M..Click 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, Part II, III, or IV, and Part 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
Yes
 
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 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
33
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
132
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” to line 3b, 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, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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 as charitable contributions?...
6a
Yes
 
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
Yes
 
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2014)
Form 990 (2014)
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 or note to any line 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 .....................
1a
23
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
23
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
 
No
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 this 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
Yes
 
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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletWANDA MIZUTOWICZ
1800 N LAMAR STREET
DALLAS,TX75202 (214) 978-0000
Form 990 (2014)
Form 990 (2014)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Curt Fitzgerald........................................................................
Director; UWFMD Board Chair
 5.0
.......................5.0 		X   X       0 0 0
(2) JOHN STEPHENS........................................................................
BOARD CHAIR
 5.0
.......................0.0 		X   X       0 0 0
(3) DEB GIBBINS........................................................................
TREASURER
 5.0
.......................0.0 		X   X       0 0 0
(4) Clint McDonnough........................................................................
Immediate Past/ Vice Chair
 5.0
.......................0.0 		X   X       0 0 0
(5) ED GALANTE........................................................................
AT-LARGE MEMBER
 5.0
.......................5.0 		X           0 0 0
(6) TOM GRECO........................................................................
CAMPAIGN CHAIR
 5.0
.......................0.0 		X           0 0 0
(7) TROY AIKMAN........................................................................
AT-LARGE MEMBER
 1.0
.......................0.0 		X           0 0 0
(8) RICK BRIDWELL........................................................................
AT-LARGE MEMBER
 2.0
.......................0.0 		X           0 0 0
(9) SUSAN CAMPBELL........................................................................
AT-LARGE MEMBER
 1.0
.......................0.0 		X           0 0 0
(10) JASON DOWNING........................................................................
AT-LARGE MEMBER
 2.0
.......................0.0 		X           0 0 0
(11) MANNY FERNANDEZ........................................................................
AUDIT AND ETHICS CHAIR
 2.0
.......................0.0 		X           0 0 0
(12) CECILY GOOCH........................................................................
AT-LARGE MEMBER
 2.0
.......................0.0 		X           0 0 0
(13) PETE LERMA........................................................................
AT-LARGE MEMBER
 2.0
.......................0.0 		X           0 0 0
(14) BILL MORRISON........................................................................
COMMUNITY IMPACT CHAIR
 5.0
.......................0.0 		X           0 0 0
(15) ANNE MOTSENBOCKER........................................................................
AT-LARGE MEMBER
 2.0
.......................0.0 		X           0 0 0
(16) TORRENCE ROBINSON........................................................................
AT-LARGE MEMBER
 2.0
.......................0.0 		X           0 0 0
(17) MARVIN SWEETIN........................................................................
AT-LARGE MEMBER
 1.0
.......................0.0 		X           0 0 0
Form 990 (2014)
Form 990 (2014)
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 (list any hours for related organizations below dotted line) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) DEBRA BRENNAN TAGG........................................................................
AT-LARGE MEMBER
 2.0
.......................0.0 		X           0 0 0
(19) RANDY TOMLIN........................................................................
AT-LARGE MEMBER
 2.0
.......................0.0 		X           0 0 0
(20) DEBRA VON STORCH........................................................................
AT-LARGE MEMBER
 2.0
.......................0.0 		X           0 0 0
(21) KELVIN WALKER........................................................................
AT-LARGE MEMBER
 2.0
.......................0.0 		X           0 0 0
(22) TERRI WEST........................................................................
RESOURCE DEVELOPMENT CHAIR
 5.0
.......................0.0 		X           0 0 0
(23) KEN SMALLING........................................................................
At-large member
 2.0
.......................0.0 		X           0 0 0
(24) JENNIFER SAMPSON........................................................................
PRESIDENT AND CEO
 32.0
.......................8.0 		    X       382,781 0 58,609
(25) CINDY PATTILLO........................................................................
CORPORATE SECRETARY
 40.0
.......................0.0 		    X       66,243 0 17,897
(26) WANDA MIZUTOWICZ........................................................................
CFO
 38.0
.......................2.0 		    X       179,307 0 7,154
(27) SUSAN HOFF........................................................................
COO
 36.0
.......................4.0 		    X       277,331 0 35,846
(28) JILL SCIGLIANO........................................................................
CHIEF IMPACT OFFICER
 40.0
.......................0.0 		      X     160,952 0 25,127
(29) AMY CAMP........................................................................
VP, MAJOR & PLANNED GIVING/UFC
 40.0
.......................0.0 		      X     139,508 0 16,447
(30) DANA BROWN........................................................................
CHIEF MARKETING OFFICER
 40.0
.......................0.0 		      X     203,702 0 11,331
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 1,409,824 0 172,411
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet6
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
 
No
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
JILL STEPHENSON,
5600 LOVERS LANE SUITE 116 PMB 34
DALLAS,TX45209 		INTERIM CDO 103,864
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 203,272
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 2,142,822
e Government grants (contributions)1e 1,450,992
f All other contributions, gifts, grants, and
similar amounts not included above1f 		56,604,166
g Noncash contributions included in lines
1a-1f:$ 		790,715
h Total. Add lines 1a-1f.......MediumBullet 60,401,252
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 0
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 47,860     47,860
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) 0 0
d Net rental income or (loss).......MediumBullet 0      
(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 561000 1,861,125 1,861,125    
b OTHER INCOME 561000 112,283     112,283
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 1,973,408
12 Total revenue. See Instructions......MediumBullet 62,422,520 1,861,125   160,143
Form 990 (2014)
Form 990 (2014)
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).Check if Schedule O contains a response or note to any line 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 domestic organizations and domestic governments. See Part IV, line 21 .... 43,318,256 43,318,256
2 Grants and other assistance to domestic individuals. See Part IV, line 22 .... 0  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. 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 .... 1,551,932 621,137 275,777 655,018
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 .... 5,757,041 1,124,739 1,382,841 3,249,461
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 310,008 79,997 71,354 158,657
9 Other employee benefits ....... 1,030,833 267,240 196,304 567,289
10 Payroll taxes ........... 528,788 124,165 124,826 279,797
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 14,357   14,357  
c Accounting ........... 147,322 22,176 88,595 36,551
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 346,401 346,401
f Investment management fees ...... 0      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 3,370,672 673,195 524,055 2,173,422
12 Advertising and promotion .... 1,056,927 166,599 16,346 873,982
13 Office expenses ....... 169,229 77,629 22,897 68,703
14 Information technology ...... 37,143 9,186 10,384 17,573
15 Royalties .. 0      
16 Occupancy ........... 512,852 269,197 67,689 175,966
17 Travel ............ 168,854 46,469 69,698 52,687
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 2,694,262 253,703 263,652 2,176,907
20 Interest ........... 0      
21 Payments to affiliates ....... 1,281,117 371,226 45,942 863,949
22 Depreciation, depletion, and amortization ..... 413,805 264,429 32,725 116,651
23 Insurance .............. 94,816 39,090 7,818 47,908
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MISCELLANEOUS EXPENSES 41,073 -25,948 43,862 23,159
b
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 62,845,688 47,702,485 3,259,122 11,884,081
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 (2014)
Form 990 (2014)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 0 1 0
2 Savings and temporary cash investments ......... 9,552,807 2 4,939,529
3 Pledges and grants receivable, net ........... 17,156,353 3 15,959,267
4 Accounts receivable, net ............. 0 4 0
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) 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 .......... 209,770 9 143,906
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 11,150,172
b Less: accumulated depreciation ..... 10b 5,364,098 5,949,518 10c 5,786,074
11 Investments—publicly traded securities .......... 9,173,950 11 13,718,096
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 ........... 11,834,797 15 12,360,700
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 53,877,195 16 52,907,572
Liabilities 17 Accounts payable and accrued expenses ......... 1,020,311 17 1,703,308
18 Grants payable ................. 10,769,150 18 10,309,740
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 Loans and other 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.................... 3,319,260 25 3,701,675
26 Total liabilities. Add lines 17 through 25......... 15,108,721 26 15,714,723
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 4,134,468 27 6,419,651
28 Temporarily restricted net assets ........... 24,681,849 28 21,119,517
29 Permanently restricted net assets ........... 9,952,157 29 9,653,681
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... 38,768,474 33 37,192,849
34 Total liabilities and net assets/fund balances ........ 53,877,195 34 52,907,572
Form 990 (2014)
Form 990 (2014)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
62,422,520
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
62,845,688
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-423,168
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
38,768,474
5
Net unrealized gains (losses) on investments ...............
5
6,530
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-1,158,987
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
37,192,849
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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
Yes
 
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
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
Additional Data


Software ID:  
Software Version:  
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 Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
Provide the following information about the supported organization(s).
(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 listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total    

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 50,640,527 49,627,649 51,693,256 58,989,426 60,401,252 271,352,110
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 50,640,527 49,627,649 51,693,256 58,989,426 60,401,252 271,352,110
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).. 30,280,820
6 Public support. Subtract line 5 from line 4. 241,071,290
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
7 Amounts from line 4.. 50,640,527 49,627,649 51,693,256 58,989,426 60,401,252 271,352,110
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 381,213 255,517 166,791 65,507 47,860 916,888
9 Net income from unrelated business activities, whether or not the business is regularly carried on..           0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 1,837,327 922,745 1,135,910 1,593,177 1,973,408 7,462,567
11 Total support Add lines 7 through 10. 279,731,565
12
12
7,350,284
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
86.179 %
15
15
90.117 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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 VI.) ..            
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors (explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2014 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2014 		(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)		  
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		  
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		  
7 Excess distributions carryover to 2015. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2014

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.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Name of the 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 its Form 990PF, Part I, line 2, 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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 2
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


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 3
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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
UNITED WAY OF METROPOLITAN DALLAS INC
  		Employer identification number

75-6005352
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. 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) (2014)

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 Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), 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 Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2014

Schedule C (Form 990 or 990-EZ) 2014
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 SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
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) ...... 132,494  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ....... 10,161  
c Total lobbying expenditures (add lines 1a and 1b) ................... 142,655  
d Other exempt purpose expenditures ........................ 43,175,601  
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 43,318,256  
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) Total
2a Lobbying nontaxable 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 124,359 133,866 102,704 142,655 503,584
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 124,359 133,866 101,176 132,494 491,895
Schedule C (Form 990 or 990-EZ) 2014


Schedule C (Form 990 or 990-EZ) 2014
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)
No
Yes
(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
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2014

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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 value of contributions to (during year)    
3 Aggregate value of 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 section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, 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 XIII, 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)
Revenue 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
Revenue included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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 XIII 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, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .......
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
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)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. 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 ................   8,811,865 3,782,337 5,029,528
c Leasehold improvements ............   386,286 82,047 304,239
d Equipment ................   1,028,217 896,521 131,696
e Other .................   712,545 603,193 109,352
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 5,786,074
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. 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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) BENEFICIAL INTEREST IN TRUSTS 9,653,682
(2) OTHER ASSETS 85,101
(3) DUE FROM UNITED WAY/FOUNDATION 2,621,917






Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 12,360,700
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
DONOR DESIGNATIONS 3,701,675








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 3,701,675
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 42,345,424
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 6,530
b Donated services and use of facilities ......... 2b 1,158,924
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -21,242,550
e Add lines 2a through 2d ..................... 2e -20,077,096
3 Subtract line 2e from line 1..................... 3 62,422,520
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 XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 62,422,520
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 43,921,049
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 1,158,924
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d -20,083,563
e Add lines 2a through 2d...................... 2e -18,924,639
3 Subtract line 2e from line 1..................... 3 62,845,688
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 XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 62,845,688
Part XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
SCHEDULE D, PART X, LINE 2: FIN 48 (ASC 470) FOOTNOTE Both the United Way and the Foundation are exempt from federal income taxation under Internal Revenue Code Section 501(c)(3). However, income generated from activities unrelated to the exempt purpose of the United Way and the Foundation is subject to tax. Neither the United Way nor the Foundation had unrelated business income during 2015 or 2014. Contributions to the United Way and the Foundation are tax-deductible within the limitations prescribed by law. The United Way and the Foundation did not have net unrelated business income for the years ended June 30, 2015 and 2014. No tax accrual for uncertain tax positions was recorded as management believes there are no uncertain tax positions for the United Way and the Foundation.
Schedule D, Part XI, LINE 2D RECONCILIATION OF REVENUE DESIGNATIONS TO AGENCIES $(20,944,074) LESS: CHANGES IN TRUSTS $ 298,476 ------------- TOTAL REVENUE INCLUDED IN BOOKS AND NOT ON RETURN $(21,242,550)
Schedule D, Part XII, LINE 2D RECONCILIATION OF EXPENSES DESIGNATIONS TO AGENCIES $ (20,083,563)
Schedule D (Form 990) 2014

Additional Data


Software ID:  
Software Version:  




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
UNITED WAY OF METROPOLITAN DALLAS INC
 
Employer identification number

75-6005352
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17. Form 990-EZ
filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
FAYSAWERS PRODUCTIONS LLC
2512 BOLL STREET
 
DALLAS, TX75204 		90TH ANNIV   No 4,021,649 346,401 -623,164
             
             
             
             
             
             
             
             
             
Total .................right arrow 4,021,649 346,401 -623,164
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

 
(event type) 		(b) Event #2

 
(event type) 		(c) Other events

 
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . .        
2 Less: Contributions . .        
3 Gross income (line 1
minus line 2) . . . 		       
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages .        
8 Entertainment . . .        
9 Other direct expenses .        
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow  
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow  
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow  
9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 3
11
Does the organization conduct gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activities conducted in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $  
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information (see instructions).
Return Reference Explanation
Schedule G, Part I, COLUMN VI GROSS RECEIPTS FROM ACTIVITY $ 4,021,649 EVENT EXPENSES $(4,644,813) ---------- AMOUNT RETAINED BY UWMD $ (623,164) EXPENSES OF $4,644,813 WERE SPENT IN 2015 TO PROVIDE FUNDING FOR THE 90TH ANNIVERSARY FUNDRAISING EVENT.
Schedule G (Form 990 or 990-EZ) 2014
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.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC 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) 2nd Saturday CDC
2075 W Commerce
Dallas,TX75208 		27-3341860 501(c)(3) 25,000       Program Ops Cost
(2) AdvanceNet Labs
PO Box 368
Grapevine,TX76099 		46-5492631 501(c)(3) 75,000       Program Ops Cost
(3) Aidmatrix Foundation Inc
1212 Corp DrSte225
Irving,TX75038 		81-0630197 501(c)(3) 25,000       Program Ops Cost
(4) AIDS Arms Inc
351 W Jefferson Blvd
Dallas,TX75208 		75-2306145 501(c)(3) 335,000       Program Ops Cost
(5) American Red Cross - Dallas Area Chapter
4800 Harry Hines Boulevard
Dallas,TX75235 		53-0196605 501(c)(3) 117,500       Program Ops Cost
(6) Amy's Friends dba New Friends New Life
PO Box 192378
Dallas,TX75219 		75-2820473 501(c)(3) 63,407       Program Ops Cost
(7) Assistance Center of Collin County
900 East 18th Street
Plano,TX75074 		75-1550604 501(c)(3) 12,273       Program Ops Cost
(8) AVANCE - Dallas
2060 Singleton Blvd
Dallas,TX75212 		75-2699260 501(c)(3) 682,217       Program Ops Cost
(9) Baylor Health Care System Foundation
3600 Gaston Avenue
Dallas,TX75246 		75-1606705 501(c)(3) 173,420       Program Ops Cost
(10) Big Brothers Big Sisters Lone Star
450 EJohn CarpF
Irving,TX75062 		75-0800632 501(c)(3) 215,000       Program Ops Cost
(11) Big Thought
1409 S Lamar Ste 1015
Dallas,TX75215 		75-2170035 501(c)(3) 250,000       Program Ops Cost
(12) Boy Scouts of America - Circle Ten Council
8605 Harry Hines Blvd
Dallas,TX75235 		75-0800615 501(c)(3) 350,000       Program Ops Cost
(13) Boys & Girls Clubs of Collin County
701 South Church Street
McKinney,TX75069 		75-1296869 501(c)(3) 100,000       Program Ops Cost
(14) Boys & Girls Clubs of Greater Dallas
PO Box 140189
Dallas,TX75214 		75-1152657 501(c)(3) 250,000       Program Ops Cost
(15) Cafe Momentum
PO Box 190309
Dallas,TX75219 		32-0384561 501(c)(3) 38,000       Program Ops Cost
(16) Callier Center for Communication Disorders
1966 Inwood Road
Dallas,TX75235 		75-1305566 501(c)(3) 50,000       Program Ops Cost
(17) CASA of Collin County Inc
101 E Davis Street
McKinney,TX75069 		75-2391961 501(c)(3) 25,000       Program Ops Cost
(18) CASA of Denton County Inc
PO Box 2885
Denton,TX76202 		75-2417472 501(c)(3) 25,000       Program Ops Cost
(19) Catholic Charities of Dallas Inc
9461 LBJ Freeway
Dallas,TX75243 		75-2745221 501(c)(3) 630,424       Program Ops Cost
(20) ChildCareGroup
8585 North Stemmons Fwy
Dallas,TX75247 		75-0800634 501(c)(3) 1,149,642       Program Ops Cost
(21) Children First Counseling Center
PO Box 532147
Grand Prairie,TX75053 		75-2100237 501(c)(3) 15,000       Program Ops Cost
(22) Children's Advocacy Center for Denton Cty
1854 Cain Drive
Lewisville,TX75077 		75-2559765 501(c)(3) 35,000       Program Ops Cost
(23) Children's Advocacy Center of Collin County Inc
2205 Los Rios Blvd
Plano,TX75074 		75-2389095 501(c)(3) 80,079       Program Ops Cost
(24) Children's Medical Center of Dallas
1935 Medical District Dr
Dallas,TX75235 		75-0800628 501(c)(3) 995,770       Program Ops Cost
(25) Christian Community Action
200 South Mill Street
Lewisville,TX75057 		23-7319371 501(c)(3) 137,500       Program Ops Cost
(26) Citizens Development Center
8800 Ambassador Row
Dallas,TX75247 		75-1008422 501(c)(3) 100,000       Program Ops Cost
(27) City Year
287 Columbus Ave
Boston,MA02116 		22-2882549 501(c)(3) 150,000       Program Ops Cost
(28) CitySquare
511 N Akard
Dallas,TX75201 		75-2332948 501(c)(3) 400,623       Program Ops Cost
(29) Collin County Committee on Aging
600 North Tennessee St
McKinney,TX75069 		75-1544507 501(c)(3) 20,000       Program Ops Cost
(30) Commit2Dallas
5500 Caruth Haven Lane
Dallas,TX75225 		75-0964565 501(c)(3) 55,000       Program Ops Cost
(31) Communities In Schools Dallas Region Inc
8700 N Ste Free 125
Dallas,TX75247 		75-2044117 501(c)(3) 219,380       Program Ops Cost
(32) Communities In Schools of North Texas Inc
PO Box 295543
Lewisville,TX75029 		75-2496426 501(c)(3) 100,000       Program Ops Cost
(33) Consumer Credit Counseling Service of GD
8737 K G Dri Ste200
Dallas,TX75235 		75-1437638 501(c)(3) 155,000       Program Ops Cost
(34) Dallas Afterschool Network
2902 Swiss Avenue
Dallas,TX75204 		76-0838983 501(c)(3) 320,000       Program Ops Cost
(35) Dallas Arboretum & Botanical Society Inc
8617 Garland Avenue
Dallas,TX75218 		23-7375815 501(c)(3) 200,000       Program Ops Cost
(36) Dallas Area Habitat for Humanity Inc
2800 N Hampton Road
Dallas,TX75212 		75-2097161 501(c)(3) 100,000       Program Ops Cost
(37) Dallas Center Inc
8550 Cadenza Lane
Dallas,TX75228 		75-1083102 501(c)(3) 77,460       Program Ops Cost
(38) Dallas Challenge Inc
7777 Forest Lane C-410
Dallas,TX75230 		75-1964233 501(c)(3) 57,050       Program Ops Cost
(39) Dallas Children's Advocacy Center
3611 Swiss Avenue
Dallas,TX75204 		75-2303404 501(c)(3) 200,000       Program Ops Cost
(40) Dallas County Community College District
1601 S Lamar St
Dallas,TX75208 		23-7326612 501(c)(3) 94,583       Program Ops Cost
(41) Dallas Furniture Bank
PO Box 815788
Dallas,TX75381 		48-1279673 501(c)(3) 25,000       Program Ops Cost
(42) Dallas Independent School District
3700 Ross Avenue Box 108
Dallas,TX75204 		20-5533398 501(c)(3) 321,373       Program Ops Cost
(43) Dallas Lighthouse for the Blind Inc
4306 Capital Avenue
Dallas,TX75204 		75-0968301 501(c)(3) 130,000       Program Ops Cost
(44) Dental Health Programs Inc
1420 W Mockingbird LN 500
Dallas,TX75247 		75-1823660 501(c)(3) 415,770       Program Ops Cost
(45) Denton County Friends of the Family
1400 Crescent
Denton,TX76201 		75-1734175 501(c)(3) 42,500       Program Ops Cost
(46) Educational First Steps
2804 Swiss Avenue
Dallas,TX75204 		75-2334053 501(c)(3) 35,000       Program Ops Cost
(47) Education is Freedom Foundation
2711 N Haskell Avenue
Dallas,TX75204 		04-3643313 501(c)(3) 75,000       Program Ops Cost
(48) Child & Family Guidance Centers Inc
8915 Harry Hines Blvd
Dallas,TX75235 		75-0800630 501(c)(3) 240,000       Program Ops Cost
(49) Family Compass
4210 Junius Street
Dallas,TX75246 		75-2400158 501(c)(3) 421,518       Program Ops Cost
(50) Foundation Communities
3036 S Fst Ste 200
Dallas,TX78704 		74-2563260 501(c)(3) 221,600       Program Ops Cost
(51) Foundation for the Education of Young Women
2804 Swiss Avenue
Dallas,TX75204 		47-0902114 501(c)(3) 70,000       Program Ops Cost
(52) Girl Scouts of Northeast Texas
600 Summerside Drive
Dallas,TX75252 		75-1101571 501(c)(3) 215,000       Program Ops Cost
(53) Girls Incorporated of Metropolitan Dallas
2040 Empire Central
Dallas,TX75235 		75-1305705 501(c)(3) 435,000       Program Ops Cost
(54) Goodwill Industries of Dallas Inc
3020 N W moreland Rd
Dallas,TX75212 		75-0800649 501(c)(3) 837,506       Program Ops Cost
(55) Habitat for Humanity of Greater Garland
1110 Main Street
Garland,TX75040 		75-2499430 501(c)(3) 15,000       Program Ops Cost
(56) Hope Cottage Pregnancy & Adoption Center
4209 McKinney
Dallas,TX75205 		75-0800652 501(c)(3) 27,000       Program Ops Cost
(57) Hope's Door Inc
820 F Avenue Ste 100
Plano,TX75074 		75-2038796 501(c)(3) 45,000       Program Ops Cost
(58) Housing Crisis Center
4210 Junius Street
Dallas,TX75246 		75-1633304 501(c)(3) 40,000       Program Ops Cost
(59) Interfaith Housing Coalition Inc
PO Box 720206
Dallas,TX75372 		75-2028254 501(c)(3) 222,500       Program Ops Cost
(60) Irving Cares Inc
440 S Nursery Rd
Irving,TX75017 		75-1436937 501(c)(3) 100,000       Program Ops Cost
(61) Jewish Family Service of Dallas Inc
5402 Arapaho Rd
Dallas,TX75248 		75-1992728 501(c)(3) 586,526       Program Ops Cost
(62) Jubilee Park & Community Center Corporation
907 Bank St
Dallas,TX75223 		75-2726296 501(c)(3) 80,000       Program Ops Cost
(63) Junior Achievement of Dallas Inc
1201 Executive Drive W
Richardson,TX75081 		75-0881589 501(c)(3) 60,000       Program Ops Cost
(64) KIPP Dallas Fort Worth Inc
3200 SL Rd Ste 230-A
Dallas,TX75216 		82-0578155 501(c)(3) 85,000       Program Ops Cost
(65) LaunchAbility
4350 Sigma Road
Dallas,TX75244 		75-1189353 501(c)(3) 158,517       Program Ops Cost
(66) Literacy Instruction for Texas (LIFT)
2121 Main Street
Dallas,TX75201 		75-1095223 501(c)(3) 479,720       Program Ops Cost
(67) LiftFund
2060 S BlvdSte107
Dallas,TX75212 		74-2712770 501(c)(3) 83,407       Program Ops Cost
(68) Lumin Education
924 Wayne Street
Dallas,TX75223 		75-1612054 501(c)(3) 375,656       Program Ops Cost
(69) Marriot Foundation for People with Disab
1201 Main Street 2450
Dallas,TX75202 		52-1655740 501(c)(3) 84,542       Program Ops Cost
(70) Mercy Street Inc
3801 Holystone Ste
Dallas,TX75212 		45-0536344 501(c)(3) 125,000       Program Ops Cost
(71) Mesquite Social Services
1035 Military Parkway
Mesquite,TX75149 		75-1108455 501(c)(3) 20,000       Program Ops Cost
(72) Metro Dallas Homeless Alliance
2816 Swiss Avenue
Dallas,TX75204 		75-2461679 501(c)(3) 12,273       Program Ops Cost
(73) Metrocrest Social Services Inc
13801 Hutton Drive
Farmers Branch,TX75234 		75-1548334 501(c)(3) 110,000       Program Ops Cost
(74) Mi Escuelita Preschool Inc
4231 Maple Avenue
Dallas,TX75204 		75-1728505 501(c)(3) 358,133       Program Ops Cost
(75) Momentuous Institute
106 East 10th Street
Dallas,TX75203 		75-1855620 501(c)(3) 50,000       Program Ops Cost
(76) Mosaic Family Services Inc
4144 North Central Expwy
Dallas,TX75204 		75-2484565 501(c)(3) 349,613       Program Ops Cost
(77) My Possibilities
1301 Custer Road
Plano,TX75075 		26-1509133 501(c)(3) 25,000       Program Ops Cost
(78) National Audubon Society Inc
6500 Grt Tri For Way
Dallas,TX75217 		13-1624102 501(c)(3) 75,000       Program Ops Cost
(79) Nexus Recovery Center Inc
8733 LaPrada Drive
Dallas,TX75228 		23-7169388 501(c)(3) 433,000       Program Ops Cost
(80) North Texas Food Bank
4500 S Crell Hill Rd
Dallas,TX75236 		75-1785357 501(c)(3) 24,800       Program Ops Cost
(81) NPowerNY Inc
3 MetroTech CtrM Lvl
Brooklyn,NY11201 		13-4145441 501(c)(3) 95,000       Program Ops Cost
(82) Open Arms Inc dba Bryans House
608 North Elm Street
Arlington,TX76011 		75-2217559 501(c)(3) 105,000       Program Ops Cost
(83) Parkland Center for Clinical Innovation
8435 Ste Fwy Ste 1150
Dallas,TX75247 		45-5363543 501(c)(3) 33,000       Program Ops Cost
(84) Parkland Foundation
2777 N Stemmons Freeway
Dallas,TX75207 		75-2089180 501(c)(3) 35,000       Program Ops Cost
(85) PediPlace Inc
502 S Old Orchd Lane
Lewisville,TX75067 		75-2512752 501(c)(3) 520,000       Program Ops Cost
(86) Per Scholas Inc
804 E138th Ste2nd Fl
Bronx,NY10454 		04-3252955 501(c)(3) 150,000       Program Ops Cost
(87) Plano ISD Education Foundation
2700 W 15th Street
Plano,TX75075 		75-2481906 501(c)(3) 82,321       Program Ops Cost
(88) Prison Entrepreneurship Program
4140 Dir Row Ste B
Houston,TX77092 		20-1384253 501(c)(3) 257,666       Program Ops Cost
(89) Rainbow Days Inc
8150 North Central Expwy
Dallas,TX75206 		75-1844908 501(c)(3) 103,000       Program Ops Cost
(90) Reading Partners
2910 Swiss Avenue
Dallas,TX75204 		77-0568469 501(c)(3) 70,000       Program Ops Cost
(91) REAL School Gardens
503 Bryan Avenue
Fort Worth,TX76104 		20-5946552 501(c)(3) 150,000       Program Ops Cost
(92) Reasoning Mind Inc
8150 N C Exsway 800
Dallas,TX75206 		76-0662298 501(c)(3) 171,427       Program Ops Cost
(93) Reconciliation Academy Inc
4301 Bryan St Ste120
Dallas,TX75204 		75-2733436 501(c)(3) 70,000       Program Ops Cost
(94) Resource Center of Dallas Inc
2701 Reagan Street
Dallas,TX75219 		75-1892059 501(c)(3) 242,500       Program Ops Cost
(95) Rockwall County Helping Hands Inc
950 Williams Street
Rockwall,TX75087 		75-2402276 501(c)(3) 127,500       Program Ops Cost
(96) The Samaritan Inn Inc
1710 N McDonald St
McKinney,TX75071 		75-1984285 501(c)(3) 66,988       Program Ops Cost
(97) Southern Methodist University
PO Box 750302
Dallas,TX75275 		75-0800689 501(c)(3) 75,000       Program Ops Cost
(98) Southwestern Diabetic Foundation
PO Box 918
Gainesville,TX76241 		75-6002547 501(c)(3) 30,000       Program Ops Cost
(99) The Community Council of Greater Dallas
1349 Empire C 400
Dallas,TX75247 		75-0800631 501(c)(3) 65,000       Program Ops Cost
(100) The Concilio
400 S Zang Blvd
Dallas,TX75208 		75-1770140 501(c)(3) 372,120       Program Ops Cost
(101) The Cooper Institute
12330 Preston Road
Dallas,TX75230 		23-7075529 501(c)(3) 182,835       Program Ops Cost
(102) The Dallas Foundation
3963 Maple Ave390
Dallas,TX75219 		75-2461679 501(c)(3) 87,837       Program Ops Cost
(103) The Family Place
4300 MacArthur Ave
Dallas,TX75209 		75-1590896 501(c)(3) 692,280       Program Ops Cost
(104) The Princeton Review Foundation Inc
10830 NC Expsway 252
Dallas,TX75231 		13-3429168 501(c)(3) 235,000       Program Ops Cost
(105) The Salvation Army DFW Metroplex Command
PO Box 490
Sherman,TX75091 		58-0660607 501(c)(3) 714,364       Program Ops Cost
(106) The Senior Source
3910 Harry Hines Blvd
Dallas,TX75219 		75-1085555 501(c)(3) 312,665       Program Ops Cost
(107) Turning Point
3325 Silverstone
Plano,TX75023 		75-2065785 501(c)(3) 57,000       Program Ops Cost
(108) The Visiting Nurse Association of Texas
1600 Viceroy Drive
Dallas,TX75235 		75-0800692 501(c)(3) 175,000       Program Ops Cost
(109) Trinity River Mission Inc
2060 Singleton Blvd
Dallas,TX75212 		75-6055203 501(c)(3) 245,000       Program Ops Cost
(110) Turtle Creek Manor Inc
2820 Swiss Avenue
Dallas,TX75204 		75-1282276 501(c)(3) 60,000       Program Ops Cost
(111) Uplift Education
606 East Royal Lane
Dallas,TX75039 		75-2659683 501(c)(3) 275,000       Program Ops Cost
(112) Upswing International Inc
1511 Inglewood Street
Austin,TX78741 		46-2328374 501(c)(3) 25,000       Program Ops Cost
(113) Vickery Meadow Learning Center
6329 Ridgecrest Road
Dallas,TX75231 		75-2708992 501(c)(3) 144,000       Program Ops Cost
(114) Vogel Alcove
7557 Rambler Road
Dallas,TX75231 		75-2133827 501(c)(3) 100,000       Program Ops Cost
(115) Wilkinson Center
4144 NC Expway 610
Dallas,TX75204 		75-2712117 501(c)(3) 144,794       Program Ops Cost
(116) YMCA of Metropolitan Dallas
1621 W Walnut Hill
Irving,TX75038 		75-0800696 501(c)(3) 344,353       Program Ops Cost
(117) YWCA of Metropolitan Dallas
4144 NC Expsway
Dallas,TX75204 		75-0800699 501(c)(3) 933,058       Program Ops Cost
(118) AIDS Arms Inc
351 W Jefferson Blvd
Dallas,TX75208 		75-2306145 501(c)(3) 41,654       Donor Designations
(119) Albemarle Area United Way
PO Box 293
Elizabeth City,NC27907 		23-7123601 501(c)(3) 12,252       Donor Designations
(120) Allen Community Outreach
801 E Main Street
Allen,TX75002 		75-1986190 501(c)(3) 42,871       Donor Designations
(121) Alvernia University
400 St Bern St
Reading,PA19607 		23-1522643 501(c)(3) 11,781       Donor Designations
(122) Alzheimer's Association - Greater Dallas
4144 N C Expsway
Dallas,TX75204 		75-2041194 501(c)(3) 67,996       Donor Designations
(123) American Cancer Society - Dallas Metro Mkt
8900 John C Freway
Dallas,TX75247 		74-1185665 501(c)(3) 79,525       Donor Designations
(124) American Heart Assn - Dallas SW Affiliate
8200 Brookriver DR N-100
Dallas,TX75247 		13-5613797 501(c)(3) 14,035       Donor Designations
(125) American Red Cross - Dallas Area Chapter
4800 Hary H Blvd
Dallas,TX75235 		53-0196605 501(c)(3) 92,124       Donor Designations
(126) Arthritis Foundation - North Texas
4300 MacArthur Ave
Dallas,TX75209 		58-1341679 501(c)(3) 10,480       Donor Designations
(127) AVANCE - Dallas
2060 Singleton Blvd
Dallas,TX75212 		75-2699260 501(c)(3) 10,840       Donor Designations
(128) Baylor Health Care System Foundation
3600 Gaston Ave
Dallas,TX75246 		75-1606705 501(c)(3) 49,262       Donor Designations
(129) Big Brothers Big Sisters Lone Star
450 E J Carp Freway
Irving,TX75062 		75-0800632 501(c)(3) 63,783       Donor Designations
(130) Big Brothers Big Sisters Lone Star - Tarrant Count
205 West Main Street
Arlington,TX76010 		75-0800632 501(c)(3) 7,097       Donor Designations
(131) Big Thought
1409 S L Ste 1015
Dallas,TX75215 		75-2170035 501(c)(3) 6,240       Donor Designations
(132) Boy Scouts of America - Circle Ten Council
8605 H H Blvd
Dallas,TX75235 		75-0800615 501(c)(3) 162,431       Donor Designations
(133) Boy Scouts of America - Longhorn Council #662
PO Box 54190
Hurst,TX76054 		74-1157377 501(c)(3) 41,983       Donor Designations
(134) Boys & Girls Club of Arlington
608 North Elm Ste
Arlington,TX76011 		75-1046644 501(c)(3) 13,281       Donor Designations
(135) Boys & Girls Club of Collin County
701 S Church Ste
McKinney,TX75069 		75-1296869 501(c)(3) 20,533       Donor Designations
(136) Boys & Girls Club of Greater Dallas
PO Box 140189
Dallas,TX75214 		75-1152657 501(c)(3) 65,698       Donor Designations
(137) The Bridge Breast Network
3600 G AveSte401
Dallas,TX75246 		75-2436606 501(c)(3) 11,148       Donor Designations
(138) Bryan's House
PO Box 35868
Dallas,TX75235 		75-2801818 501(c)(3) 6,150       Donor Designations
(139) Callier Center for Communication Disorders
1966 Inwood Road
Dallas,TX75235 		75-1305566 501(c)(3) 31,957       Donor Designations
(140) Camp Summit
17210 Campbell Road
Dallas,TX75252 		75-2488486 501(c)(3) 7,015       Donor Designations
(141) Cancer Care Services - Ft Worth
623 S Henderson
Ft Worth,TX76104 		75-1025511 501(c)(3) 10,403       Donor Designations
(142) Capital for Kids
2807 Allen Street 816
Dallas,TX75204 		20-4403950 501(c)(3) 12,802       Donor Designations
(143) Casa Manana
3101 W Lancaster Ave
Fort Worth,TX76107 		75-0987585 501(c)(3) 7,854       Donor Designations
(144) CASA of Collin County
101 E Davis Ste
McKinney,TX75069 		75-2391961 501(c)(3) 45,824       Donor Designations
(145) CASA of Denton County
PO Box 2885
Denton,TX76202 		75-2417472 501(c)(3) 26,057       Donor Designations
(146) Catholic Charities of Dallas
9461 LBJ Freeway
Dallas,TX75243 		75-2745221 501(c)(3) 277,251       Donor Designations
(147) Catholic Charities of Ft Worth
P O Box 15610
Fort Worth,TX76119 		75-0808769 501(c)(3) 11,027       Donor Designations
(148) Child & Family Guidance Center
8915 Harry Hines Blvd
Dallas,TX75235 		75-0800630 501(c)(3) 8,115       Donor Designations
(149) ChildCareGroup
8585 N Stemmons Fwy
Dallas,TX75247 		75-0800634 501(c)(3) 10,689       Donor Designations
(150) Children First Counseling Center
PO Box 532147
Grand Prairie,TX75053 		75-2100237 501(c)(3) 6,708       Donor Designations
(151) Children's Advocacy Center for Denton Cty
1854 Cain Drive
Lewisville,TX75077 		75-2559765 501(c)(3) 30,144       Donor Designations
(152) Children's Advocacy Center of Collin County
2205 Los Rios Blvd
Plano,TX75074 		75-2389095 501(c)(3) 78,383       Donor Designations
(153) Children's Medical Center of Dallas
1935 Medical Dist Dr
Dallas,TX75235 		75-0800628 501(c)(3) 172,668       Donor Designations
(154) Christian Community Action
200 S Mill Ste
Lewisville,TX75057 		23-7319371 501(c)(3) 31,399       Donor Designations
(155) Citizens Development Center
8800 Ambassador Row
Dallas,TX75247 		75-1008422 501(c)(3) 5,093       Donor Designations
(156) CITY House
902 E 16th Street
Plano,TX75074 		75-2213291 501(c)(3) 23,638       Donor Designations
(157) City Year Dallas
287 Columbus Ave
Boston,MA02116 		22-2882549 501(c)(3) 19,635       Donor Designations
(158) CitySquare
511 N Akard
Dallas,TX75201 		75-2332948 501(c)(3) 45,469       Donor Designations
(159) Collin County Committee on Aging
600 North Tennessee St
McKinney,TX75069 		75-1544507 501(c)(3) 22,318       Donor Designations
(160) Communities Foundation of Texas
5500 Caruth Haven Lane
Dallas,TX75225 		75-0964565 501(c)(3) 7,854       Donor Designations
(161) Communities in Schools - Dallas Region
8700 N Stemmons Freeway
Dallas,TX75247 		75-2044117 501(c)(3) 6,350       Donor Designations
(162) Community Council of Greater Dallas
1341 W M LaneSte1000W
Dallas,TX75247 		75-0800631 501(c)(3) 7,093       Donor Designations
(163) Community Dental Care
801 Conover Dr
Grand Prairie,TX75051 		75-1823660 501(c)(3) 9,761       Donor Designations
(164) Community Enrichment Center
6250 NE Loop 820
N Richland Hl,TX76180 		75-2231694 501(c)(3) 7,371       Donor Designations
(165) Community Ptrs of DallasCPS Commun Ptrs
1215 Skiles Street
Dallas,TX75204 		75-2468034 501(c)(3) 5,590       Donor Designations
(166) Dallas Afterschool
2902 Swiss Avenue
Dallas,TX75204 		76-0838983 501(c)(3) 10,778       Donor Designations
(167) Dallas Arboretum & Botanical Society
8617 Garland Avenue
Dallas,TX75218 		23-7375815 501(c)(3) 9,639       Donor Designations
(168) Dallas Area Habitat for Humanity
2800 N Hampton Road
Dallas,TX75212 		75-2097161 501(c)(3) 18,061       Donor Designations
(169) Dallas CASA
2757 Swiss Avenue
Dallas,TX75204 		75-1866204 501(c)(3) 42,546       Donor Designations
(170) Dallas Children's Advocacy Center
3611 Swiss Avenue
Dallas,TX75204 		75-2303404 501(c)(3) 64,220       Donor Designations
(171) Dallas Children's Theater
5938 Skillman St
Dallas,TX75231 		75-1967052 501(c)(3) 9,049       Donor Designations
(172) Dallas Lighthouse for the Blind
4306 Cap Ave
Dallas,TX75204 		75-0968301 501(c)(3) 16,627       Donor Designations
(173) Deaf Action Center
3115 Crestview Drive
Dallas,TX75209 		75-1575599 501(c)(3) 8,671       Donor Designations
(174) Denton County Friends of the Family
1400 Crescent
Denton,TX76201 		75-1734175 501(c)(3) 18,145       Donor Designations
(175) Education is Freedom Foundation
2711 NHaskell Ave
Dallas,TX75204 		04-3643313 501(c)(3) 40,817       Donor Designations
(176) Family Compass
4210 Junius Street
Dallas,TX75246 		75-2400158 501(c)(3) 13,534       Donor Designations
(177) Family Place The
4300 MacArthur Avenue
Dallas,TX75209 		75-1590896 501(c)(3) 95,451       Donor Designations
(178) First Tee of Dallas N Texas Jr Golf & Ed
2909 Cole Ave305
Dallas,TX75204 		75-2602809 501(c)(3) 15,708       Donor Designations
(179) Forney Area United Way
PO Box 821
Forney,TX75126 		75-1742830 501(c)(3) 8,458       Donor Designations
(180) Girl Scouts of Northeast Texas
600 Summerside Drive
Dallas,TX75252 		75-1101571 501(c)(3) 77,121       Donor Designations
(181) Girls Incorporated of Metropolitan Dallas
2040 Empire Central
Dallas,TX75235 		75-1305705 501(c)(3) 48,120       Donor Designations
(182) Goodwill Industries of Dallas
3020 NW Road
Dallas,TX75212 		75-0800649 501(c)(3) 14,728       Donor Designations
(183) Grapevine Relief and Community Exchange
PO Box 412
Grapevine,TX76099 		75-2195702 501(c)(3) 16,516       Donor Designations
(184) Grtr Dallas Council on AlcoholDrug Abuse
1349 Empire Central Dr
Dallas,TX75247 		75-0808776 501(c)(3) 19,647       Donor Designations
(185) Habitat for Humanity - Greater Garland
1110 Main Street
Garland,TX75040 		75-2499430 501(c)(3) 6,106       Donor Designations
(186) Hope Cottage Pregnancy & Adoption Center
4209 McKinney
Dallas,TX75205 		75-0800652 501(c)(3) 42,711       Donor Designations
(187) Hope's Door
820 F Avenue Ste 100
Plano,TX75074 		75-2038796 501(c)(3) 42,417       Donor Designations
(188) Interfaith Housing Coalition
PO Box 720206
Dallas,TX75372 		75-2028254 501(c)(3) 24,649       Donor Designations
(189) Irving CARES
440 S Nursery Rd
Irving,TX75017 		75-1436937 501(c)(3) 27,280       Donor Designations
(190) Jewish Community Center of Dallas
7900 Northaven Rd
Dallas,TX75230 		75-0800654 501(c)(3) 11,277       Donor Designations
(191) Jewish Family Service of Dallas Inc
5402 Arapaho Rd
Dallas,TX75248 		75-1992728 501(c)(3) 43,818       Donor Designations
(192) Jewish Federation of Ft Worth & Tarrant Co
4049 Kingsridge Road
Fort Worth,TX76109 		75-0808797 501(c)(3) 12,076       Donor Designations
(193) Johnson County Committee on Aging
106 E Kilpatrick
Cleburne,TX76031 		75-1555153 501(c)(3) 5,498       Donor Designations
(194) Junior Achievement of Dallas
1201 Exe Drive W
Richardson,TX75081 		75-0881589 501(c)(3) 10,049       Donor Designations
(195) Juvenile Diabetes Research Foundation
9400 N C Expressway 1201
Dallas,TX75231 		23-1907729 501(c)(3) 7,880       Donor Designations
(196) KIPP Dallas-Fort Worth
3200 SL RdSte230-A
Dallas,TX75216 		82-0578155 501(c)(3) 5,087       Donor Designations
(197) Lancaster Outreach Center
1120 Randlett St
Lancaster,TX75146 		75-2179706 501(c)(3) 7,434       Donor Designations
(198) LaunchAbility
4350 Sigma Road
Dallas,TX75244 		75-1189353 501(c)(3) 11,973       Donor Designations
(199) Legal Aid of NorthWest Texas Inc
1515 Main Street
Dallas,TX75201 		75-0856086 501(c)(3) 5,832       Donor Designations
(200) Literacy Instruction for Texas (LIFT)
2121 Main Street
Dallas,TX75201 		75-1095223 501(c)(3) 18,767       Donor Designations
(201) MANNA
PO Box 30181
Philadelphia,PA19103 		23-2586142 501(c)(3) 7,854       Donor Designations
(202) Mental Health America of Greater Dallas
624 N G Latimer Expwy
Dallas,TX75204 		75-0999935 501(c)(3) 10,320       Donor Designations
(203) Mercy Street
3801 Holystone Street
Dallas,TX75212 		45-0536344 501(c)(3) 21,849       Donor Designations
(204) Mesquite Social Services
1035 Military Parkway
Mesquite,TX75149 		75-1108455 501(c)(3) 26,905       Donor Designations
(205) Methodist Hospitals of Dallas Foundation
1411 North Beckley Ave
Dallas,TX75203 		75-6034201 501(c)(3) 10,807       Donor Designations
(206) Metrocrest Services
13801 Hutton Drive
Farmers Branch,TX75234 		75-1548334 501(c)(3) 21,090       Donor Designations
(207) Mi Escuelita Preschools
4231 Maple Avenue
Dallas,TX75204 		75-1728505 501(c)(3) 56,172       Donor Designations
(208) Mile High United Way
2505 18th Street
Denver,CO80211 		84-0404235 501(c)(3) 11,655       Donor Designations
(209) Momentous Institute Salesmanship Club
106 East 10th Street
Dallas,TX75203 		75-1855620 501(c)(3) 37,680       Donor Designations
(210) Mosaic Family Services
4144 N Cen Expwy
Dallas,TX75204 		75-2484565 501(c)(3) 16,721       Donor Designations
(211) My Possibilities
1301 Custer Road
Plano,TX75075 		26-1509133 501(c)(3) 28,253       Donor Designations
(212) National Ctr for Women & Information Tech
Box 322 UCP
Boulder,CO80309 		68-0591481 501(c)(3) 8,253       Donor Designations
(213) New Friends New Life
PO Box 192378
Dallas,TX75219 		75-2820473 501(c)(3) 5,721       Donor Designations
(214) Nexus Recovery Center
8733 LaPrada Drive
Dallas,TX75228 		23-7169388 501(c)(3) 32,979       Donor Designations
(215) NFTE -Network for Teaching Entrepreneurship
120 Wall St 18th Fl
New York,NY10005 		13-3408731 501(c)(3) 8,718       Donor Designations
(216) North Texas Food Bank
4500 S Cockrell Hill Rd
Dallas,TX75236 		75-1785357 501(c)(3) 39,646       Donor Designations
(217) Our Children's House at Irving
3337 Stoval Street
Irving,TX75061 		75-1765385 501(c)(3) 15,463       Donor Designations
(218) Our Mother of Mercy Catholic Church
PO Box 15640
Houston,TX77220 		74-6018777 501(c)(3) 7,928       Donor Designations
(219) Parkland Foundation
2777 N Stemmons Freeway
Dallas,TX75207 		75-2089180 501(c)(3) 5,369       Donor Designations
(220) PediPlace
502 S Old Orchd Lane
Lewisville,TX75067 		75-2512752 501(c)(3) 7,656       Donor Designations
(221) Perot Museum of Nature and Science
PO Box 151469
Dallas,TX75315 		75-6067569 501(c)(3) 8,144       Donor Designations
(222) Plano ISD Education Foundation
2700 W 15th Street
Plano,TX75075 		75-2481906 501(c)(3) 24,003       Donor Designations
(223) Prestonwood Christian Academy
6801 West Park Blvd
Plano,TX75093 		75-2707809 501(c)(3) 7,854       Donor Designations
(224) Prison Entrepreneurship Program
4140 Dir RowSteB
Houston,TX77092 		20-1384253 501(c)(3) 9,026       Donor Designations
(225) Rainbow Days
8150 North Central Expwy
Dallas,TX75206 		75-1844908 501(c)(3) 16,301       Donor Designations
(226) Reading Partners Dallas
2910 Swiss Avenue
Dallas,TX75204 		77-0568469 501(c)(3) 5,715       Donor Designations
(227) Resource Center of Dallas
2701 Reagan Street
Dallas,TX75219 		75-1892059 501(c)(3) 42,700       Donor Designations
(228) Rockwall County Helping Hands
950 Williams Street
Rockwall,TX75087 		75-2402276 501(c)(3) 38,221       Donor Designations
(229) Safehaven of Tarrant County
8701 W Bedford Euless Rd
Hurst,TX76053 		75-1670281 501(c)(3) 10,497       Donor Designations
(230) Salvation Army - DFW Metroplex Command
8787 N Stemmons Freeway
Dallas,TX75247 		58-0660607 501(c)(3) 124,310       Donor Designations
(231) Samaritan Inn
1710 N McDonald St
McKinney,TX75071 		75-1984285 501(c)(3) 74,859       Donor Designations
(232) SMU The School Zone - West Dallas
PO Box 750402
Dallas,TX75275 		75-0800689 501(c)(3) 5,723       Donor Designations
(233) Southwestern Diabetic Foundation
PO Box 918
Gainesville,TX76241 		75-6002547 501(c)(3) 39,962       Donor Designations
(234) St Mark Baptist Church (Little Rock)
5722 W 12th Street
Little Rock,AR72204 		71-0514965 501(c)(3) 7,854       Donor Designations
(235) St Philip's School & Community Center
1600 Pennsylvania Ave
Dallas,TX75215 		75-1097360 501(c)(3) 26,284       Donor Designations
(236) Susan G Komen for the Cure - Dallas County
5310 Harvest Hill Rd
Dallas,TX75230 		75-2444724 501(c)(3) 9,326       Donor Designations
(237) Texas Health Resources Foundation
612 E Lamar Blvd
Arlington,TX76011 		75-2022128 501(c)(3) 7,854       Donor Designations
(238) The Bridge AKA Bridge Steps
1818 Corsicana
Dallas,TX75201 		45-3452817 501(c)(3) 12,382       Donor Designations
(239) The Concilio
400 S Zang Blvd
Dallas,TX75208 		75-1770140 501(c)(3) 9,317       Donor Designations
(240) The Senior Source
3910 Harry Hines Blvd
Dallas,TX75219 		75-1085555 501(c)(3) 53,863       Donor Designations
(241) The Warren Center
320 Custer Road
Richardson,TX75080 		75-1282040 501(c)(3) 11,002       Donor Designations
(242) Trinity River Mission
2060 Singleton Blvd
Dallas,TX75212 		75-6055203 501(c)(3) 8,603       Donor Designations
(243) Turning Point
3325 Silverstone
Plano,TX75023 		75-2065785 501(c)(3) 6,671       Donor Designations
(244) Turtle Creek Manor
2820 Swiss Ave
Dallas,TX75204 		75-1282276 501(c)(3) 7,276       Donor Designations
(245) TXU Energy Aid - EFH
PO Box 650257
Dallas,TX75265 		75-1837355 501(c)(3) 40,429       Donor Designations
(246) United Way for Southeastern Michigan
660 Wodwrd AveSte300
Detroit,MI48226 		20-3099071 501(c)(3) 5,327       Donor Designations
(247) United Way Foundation of Metro Dallas
1800 N Lamar St
Dallas,TX75202 		75-2834344 501(c)(3) 29,827       Donor Designations
(248) United Way of Boone County (AR)
811 North Main Street
Harrison,AR72601 		71-0403077 501(c)(3) 7,854       Donor Designations
(249) United Way of Buffalo & Erie County
742 Delaware Ave
Buffalo,NY14209 		16-0743969 501(c)(3) 9,140       Donor Designations
(250) United Way of Denton County
625 Dallas Drive
Denton,TX76205 		75-1251128 501(c)(3) 42,708       Donor Designations
(251) United Way of Grayson County
PO Box 1112
Sherman,TX75091 		23-7087293 501(c)(3) 7,099       Donor Designations
(252) United Way of Greater Houston
50 Waugh Drive
Houston,TX77007 		74-1167964 501(c)(3) 6,610       Donor Designations
(253) United Way of Hunt County
PO Box 224
Greenville,TX75403 		75-0971619 501(c)(3) 5,258       Donor Designations
(254) United Way of Kaufman County
PO Box 648
Terrell,TX75160 		75-2420233 501(c)(3) 10,043       Donor Designations
(255) United Way of San Antonio & Bexar County
PO Box 898
San Antonio,TX78293 		74-1272381 501(c)(3) 9,701       Donor Designations
(256) United Way of Tarrant County
PO Box 4448
Fort Worth,TX76164 		75-0858360 501(c)(3) 356,762       Donor Designations
(257) United Way of the National Capital Area
1577 Spring H Rd420
Vienna,VA22182 		53-0234290 501(c)(3) 8,609       Donor Designations
(258) United Way of West Ellis County
PO Box 1025
Midlothian,TX76065 		75-6002917 501(c)(3) 30,818       Donor Designations
(259) United Way Silicon Valley
1400 Park Ave Ste250
San Jose,CA95126 		94-1450153 501(c)(3) 19,792       Donor Designations
(260) Urban League of GD & N Central Texas
4315 S Lancaster Rd
Dallas,TX75216 		74-1590488 501(c)(3) 23,826       Donor Designations
(261) Valley of the Sun United Way
PO Box 10748
Phoenix,AZ85064 		86-0104419 501(c)(3) 6,531       Donor Designations
(262) Vickery Meadow Learning Center
6329 Ridgecrest Road
Dallas,TX75231 		75-2708992 501(c)(3) 22,743       Donor Designations
(263) Visiting Nurse Association of Texas
1600 Viceroy Drive
Dallas,TX75235 		75-0800692 501(c)(3) 66,511       Donor Designations
(264) Vogel Alcove
7557 Rambler Road
Dallas,TX75231 		75-2133827 501(c)(3) 19,958       Donor Designations
(265) Volunteer Center of North Texas
2800 Live Oak Street
Dallas,TX75204 		75-1364145 501(c)(3) 10,136       Donor Designations
(266) YMCA of Metropolitan Dallas
1621 West Walnut Hill
Irving,TX75038 		75-0800696 501(c)(3) 24,400       Donor Designations
(267) Young Women's Preparatory Network
2804 Swiss Avenue
Dallas,TX75204 		47-0902114 501(c)(3) 7,397       Donor Designations
(268) YWCA of Metropolitan Dallas
4144 N Central Expressway
Dallas,TX75204 		75-0800699 501(c)(3) 33,564       Donor Designations
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
193
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated 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. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
Procedure for Monitoring Use of Grant Funds Inside U.S. Schedule I, Part I, Line 2 AS PART OF THE GRANT AGREEMENT, AN AGENCY AGREES TO OPERATE PROGRAMS IN A MANNER CONSISTENT WITH INFORMATION COMMUNICATED TO United Way of Metropolitan Dallas, Inc. (UWMD) AND TO REGULARLY REPORT ON THOSE PROGRAMS SUPPORTED BY UWMD FUNDING. FOR GRANTS MADE IN SUPPORT OF PROGRAM OPERATIONS COSTS, THE AGENCY WILL REPORT INFORMATION BASED ON SIX CATEGORIES (DEMOGRAPHICS, ZIP CODES SERVED, DOLLARS SPENT, SUCCESS STORIES, OUTCOMES, AND BUDGET), UNLESS SPECIAL ARRANGEMENTS HAVE BEEN MADE AND AGREED TO, IN WRITING, BY BOTH THE AGENCY AND UWMD. AN APPROVED OUTCOME PLAN WILL BE PART OF EACH PROGRAM REPORT, WITH RESULTS BEING REPORTED IN A MANNER CONSISTENT WITH THE APPROVED PLAN. FAILURE TO HAVE AN APPROVED PLAN OR TO REPORT IN AN APPROPRIATE MANNER WILL LEAD TO A REVIEW OF GRANT FUNDING. ANY MATERIAL CHANGE IN THE OPERATING OF A PROGRAM THAT IS GRANT FUNDED WILL BE REPORTED TO UWMD IN A TIMELY MANNER, WITH CONTINUED FUNDING SUBJECT TO UWMD REVIEW. AS PART OF THE SCREENING PROCESS, ALL AGENCIES ARE ALSO REQUIRED TO SIGN A USA PATRIOT ACT COMPLIANCE FORM THAT REQUIRES AGENCIES TO CERTIFY THAT UWMD FUNDS AND DONATIONS WILL BE USED IN COMPLIANCE WITH ALL APPLICABLE ANTI-TERRORIST FINANCING AND ASSET CONTROL LAWS, STATUTES, AND EXECUTIVE ORDERS. UWMD ALSO VERIFIES CURRENT 501(C)(3) STATUS AND SCREENS THE AGENCY TO ENSURE IT IS NOT LISTED ON TERRORIST WATCH LISTS. ORGANIZATIONS RECEIVING DESIGNATED CONTRIBUTIONS THROUGH UNITED WAY UNDERGO THE SCREENINGS STEPS ABOVE. IN ADDITION TO DESIGNATED PAYMENTS OF $5,000 OR MORE ITEMIZED ON SCHEDULE I, UWMD PAID 929 AGENCIES RECEIVING LESS THAN $5,000 FOR A TOTAL OF $580,573.
Schedule I (Form 990) 2014


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, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 of 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
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used 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
 
No
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), 501(c)(4), and 501(c)(29) organizations 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
 
No
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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
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 (E) amounts for that individual.
(A) Name and Title (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 in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1JENNIFER SAMPSONPRESIDENT AND CEO (i)
(ii)		 317,061
...............................
0 		65,000
...............................
0 		720
...............................
0 		38,564
...............................
0 		20,045
...............................
0 		441,390
...............................
0 		0
...............................
0
2WANDA MIZUTOWICZCFO (i)
(ii)		 151,957
...............................
0 		25,000
...............................
0 		2,350
...............................
0 		5,274
...............................
0 		1,880
...............................
0 		186,461
...............................
0 		0
...............................
0
3SUSAN HOFFCOO (i)
(ii)		 221,301
...............................
0 		54,000
...............................
0 		2,030
...............................
0 		15,811
...............................
0 		20,035
...............................
0 		313,177
...............................
0 		0
...............................
0
4JILL SCIGLIANOCHIEF IMPACT OFFICER (i)
(ii)		 145,790
...............................
0 		15,000
...............................
0 		162
...............................
0 		10,484
...............................
0 		14,643
...............................
0 		186,079
...............................
0 		0
...............................
0
5AMY CAMPVP, MAJOR & PLANNED GIVING/UFC (i)
(ii)		 126,233
...............................
0 		13,000
...............................
0 		275
...............................
0 		4,628
...............................
0 		11,819
...............................
0 		155,955
...............................
0 		0
...............................
0
6DANA BROWNCHIEF MARKETING OFFICER (i)
(ii)		 193,918
...............................
0 		9,500
...............................
0 		284
...............................
0 		3,388
...............................
0 		7,943
...............................
0 		215,033
...............................
0 		0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Schedule J, Part I, Line 1a United Way of Metropolitan Dallas, Inc. (UWMD) REIMBURSES EMPLOYEES FOR HEALTH CLUB MEMEBERSHIPS AT THE END OF EACH CALENDAR YEAR FOR UP TO $10 FOR EACH MONTH THAT THEY ARE EMPLOYEED WITH UWMD.
Schedule J, Part I, Line 4b Jennifer Sampson received payments from UWMD to her 457F plan. The payments totaled $20,364 for calendar year 2014 and are reported in Schedule J, Column C along with the payments to her 403B plan.
Schedule J (Form 990) 2014

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 organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 27 268,884 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 GOODS ) X 12 521,831 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
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 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 an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2014)
Schedule M (Form 990) (2014)
Page 2
Part II
Supplemental Information. 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.
Return Reference Explanation
Third Party Assistance of Noncash Contributions SCHEDULE M, PART I, LINE 32B United Way of Metropolitan Dallas, Inc. (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 SECURITY'S MEDIAN VALUE, AS OF THE DAY RECEIVED, MULTIPLIED BY THE NUMBER OF SHARES RECEIVED.
Schedule M (Form 990) (2014)
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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
UNITED WAY OF METROPOLITAN DALLAS INC
 
Employer identification number

75-6005352
Return Reference Explanation
Form 990 Review Process Form 990, Part VI, Line 11b AN INDEPENDENT CPA FIRM SPECIALIZING IN TAX PREPARATION SERVICES PREPARES THE 990 FORM USING INFORMATION FROM AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY United Way of Metropolitan Dallas (UWMD) STAFF. UWMD STAFF REVIEWED THE COMPLETED FORM 990. THE RETURN IS THEN DELIVERED TO MEMBERS OF THE AUDIT AND ETHICS COMMITTEE AND BOARD FOR REVIEW AND COMMENTS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
Conflict of Interest Policy Monitoring & Enforcement Form 990, Part VI, Line 12c THE CODE OF BUSINESS CONDUCT, ETHICS, AND CONFLICT OF INTEREST IS DISTRIBUTED TO DIRECTORS, OFFICERS, STANDING COMMITTEE MEMBERS, AND EMPLOYEES ON AN ANNUAL BASIS. DIRECTORS, OFFICERS, STANDING COMMITTEE MEMBERS, AND EMPLOYEES ARE REQUIRED TO SIGN AN AFFIRMATIVE ACTION STATEMENT OF COMPLIANCE AND TO DISCLOSE TO UWMD ANY FINANCIAL OR OTHER RELATIONSHIPS THAT COULD POTENTIALLY GIVE RISE TO A CONFLICT OF INTEREST ALONG WITH THE REASONS, IF ANY, THEY BELIEVE SUCH RELATIONSHIPS WOULD NOT VIOLATE THE CONFLICT OF INTEREST DEFINITIONS PER THE IRS INSTRUCTIONS to the Form 990. BOARD MEMBERS ARE REQUIRED TO RECUSE THEMSELVES FROM DISCUSSIONS AND DECISIONS IMPACTING POTENTIAL CONFLICT OF INTERESTS. COMPLETED CODE OF BUSINESS CONDUCT, ETHICS, AND CONFLICT OF INTEREST FORMS ARE REVIeWED BY THE LEADERSHIP TEAM TO DETERMINE IF FURTHER ACTIONS ARE REQUIRED.
Process for Determining Compensation Form 990, Part VI, Lines 15a & 15b THE COMPENSATION COMMITTEE IS THE EXECUTIVE COMMITTEE OF THE BOARD. THE COMMITTEE HAS THE RESPONSIBILITY OF DETERMINING AND RECOMMENDING TO THE BOARD FOR APPROVAL THE SENIOR LEADERSHIP TEAM COMPENSATION AND BENEFITS. UWMD'S VICE PRESIDENT of HUMAN RESOURCES PROVIDES FACTUAL, SUPPORTIVE, AND COMPARATIVE INFORMATION, AS REQUESTED. THE COMMITTEE REVIEWS AND APPROVES UWMD'S GOALS AND OBJECTIVES RELEVANT TO CEO COMPENSATION AND EVALUATES THE PERFORMANCE OF THE CEO ANNUALLY AGAINST THOSE GOALS AND OBJECTIVES. THE COMMITTEE RECOMMENDS TO THE BOARD, FOR APPROVAL, THE CEO'S COMPENSATION PACKCAGE BASED ON THIS EVALUATION. THE DELIBERATIONS AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED IN CONTEMPORANEOUS SUBTANTIATION. THE COMMITTEE WILL REVIEW ANNUALLY ALL INCENTIVE COMPENSATION PLANS AND/OR SPECIAL COMPENSATION ARRANGEMENTS FOR MEMBERS OF UWMD'S LEADERSHIP TEAM AND OTHER STAFF MEMBERS AS APPROPRIATE, INCLUDING BONUS AND INCENTIVE AWARDS, SEVERANCE PACKAGES, EMPLOYMENT AGREEMENTS, AND/OR OTHER SPECIAL SUPPLEMENTAL BENEFITS.
How Documents are Made Available to the Public Form 990, Part VI, Line 19 UWMD'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. REQUESTS MAY BE SENT TO UWMD ACCOUNTING AND FINANCE, 1800 N LAMAR STREET, DALLAS, TX 75202. REQUESTS CAN ALSO BE MADE BY CALLING THE ACOUNTING AND FINANCE DEPARTMENT AT (214)978-0000. AUDITED FINANCIAL STATEMENTS AND FILED 990 FORMS ARE AVAILABLE BY ACCESSSING UWMD'S WEBSITE AT WWW.UNITEDWAYDALLAS.ORG. AFTER REACHING THE WEBSITE GO TO "ABOUT" THEN "FINANCIALS" TO OBTAIN THE NECESSARY INFORMATION.
OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES Revenues: Per Audit $ 42,345,424 Designations to Agencies $ 20,944,074 Less: Donated Services $ (1,158,924) Less: Change in Trusts $ 298,476 Unrealized Gain on Investments $ (6,530) --------------- Total Per 990 $ 62,422,520 Difference $20,077,096 Expenses: Per Audit $ 43,921,049 Designations to Agencies $ 20,083,563 Less - Donated Services $(1,158,924) ------------- Total Per 990 $ 62,845,688 Difference $(18,924,639) Unrealized Loss on Line 5 $ 6,530 ------------- OTHER CHANGES IN NET ASSETS OR FUND BALANCES $ 1,158,987
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

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" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
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 (if applicable) 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 entity?
Yes No
(1) UNITED WAY FDN OF METROPOLITAN DALLAS
1800 N LAMAR STREET

DALLAS,TX75202
75-2834344 		RCPT OF ENDW TX 501(C)(3) 11-I UWMD
 
Yes
 












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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, or (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 Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
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 related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) UNITED WAY FOUNDATION OF METROPOLITAN DALLAS

 C 1,009,003 FMV
(2) UNITED WAY FOUNDATION OF METROPOLITAN DALLAS

 Q 1,133,819 FMV
(3) UNITED WAY FOUNDATION OF METROPOLITAN DALLAS

 R 700,185 FMV



Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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) 2014
Schedule R (Form 990) 2014
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2014
Additional Data


Software ID:  
Software Version: