Form990
Click to see attachment
Department of the TreasuryInternal 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)
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MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 07-01-2018 , and ending 06-30-2019
BCheck if applicable:
CName of organization
United Way of Metropolitan Dallas Inc
 
% JANICE HARISSIS
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 $ 64,784,249
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: UWMD IS A COMMUNITY-BASED SOCIAL CHANGE ORGANIZATION THAT DRIVES LASTING CHANGE IN EDUCATION, INCOME & HEALTH. SEE PART III, LINE 1 FOR FULL MISSION STATEMENT.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 24
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 24
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 135
6 Total number of volunteers (estimate if necessary) ............. 6 35,000
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) ......... 56,302,770 63,322,626
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 151,715 260,983
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,333,389 1,199,114
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 57,787,874 64,782,723
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 43,000,401 48,166,437
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) 11,581,573 9,498,695
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet6,653,306    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 6,212,655 6,836,022
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 60,794,629 64,501,154
19 Revenue less expenses. Subtract line 18 from line 12....... -3,006,755 281,569
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 47,818,631 44,510,523
21 Total liabilities (Part X, line 26)............. 15,645,688 13,216,075
22 Net assets or fund balances. Subtract line 21 from line 20..... 32,172,943 31,294,448
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
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Signature of officer Date
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Type or print name and title
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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 (2018)
Form 990 (2018)
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: UWMD IS A COMMUNITY-BASED SOCIAL CHANGE ORGANIZATION THAT BELIEVES IN THE POWER OF UNITY TO CREATE LASTING CHANGE. FOR OVER 90 YEARS, WE'VE LED THE CHARGE TO STRENGTHEN EDUCATION, INCOME AND HEALTH-THE BUILDING BLOCKS OF OPPORTUNITY. (CONTINUED IN SCHEDULE O)
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 $ 25,862,126 including grants of $ 25,862,126 ) (Revenue $ 1,151,282 )
DISTRIBUTING DONOR-DESIGNATED CONTRIBUTIONS TO NONPROFIT ORGANIZATIONS: UWMD ENABLES DONORS TO DESIGNATE THEIR GIFTS TO OTHER UNITED WAYS OR TO SPECIFIC AGENCIES. IN FISCAL YEAR 2018-2019, UWMD PROCESSED $25,862,126 IN DESIGNATIONS.
4b (Code:   ) (Expenses $ 20,677,711 including grants of $ 16,381,950 ) (Revenue $   )
Community Impact Grants invest in organizations that support Education, income, and health through four metropolitan Dallas Counties. together, we can tackle complex, interconnected issues and create lasting change in our community. In Education we seek to give kids a strong start, provide quality out-of-School time, and strong pathways through high school to college and career. In Income we invest in programs that help North Texans get and keep better jobs, establish savings, and hold on to more of what they earn. In health we create, lead, and invest in programs that enable residents to get and stay healthy. In fiscal Year 2018-2019, UWMD Invested in Over 180 (Continued in Schedule O)
4c (Code:   ) (Expenses $ 8,731,791 including grants of $ 5,922,361 ) (Revenue $ 31,191 )
UWMD BUILDS AND LEADS COLLABORATIVE INITIATIVES THAT PREPARE KIDS TO GRADUATE AND SUCCEED, HELP FAMILIES BECOME AND STAY FINANCIALLY STABLE, AND ENABLE PEOPLE TO LIVE HEALTHY, PRODUCTIVE LIVES. EXAMPLES INCLUDE: 1. ONCE UPON A MONTH PROVIDES CHILDREN AGES 0-5 WITH ONE FREE CHILDRENS BOOK EVERY MONTH FOR A YEAR, ALONG WITH PARENT GUIDES IN BOTH ENGLISH AND SPANISH. THE RESULTING INTERACTIONS STIMULATE CURIOSITY, LANGUAGE DEVELOPMENT AND THE LEARNING SKILLS NEEDED FOR KIDS TO SUCCEED IN BOTH SCHOOL AND LIFE. SINCE MAY 2017, 46,150 BOOKS HAVE BEEN DISTRIBUTED TO 10,292 (CONTINUED IN SCHEDULE O)
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet55,271,628
Form 990 (2018)
Form 990 (2018)
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 IIIClick 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
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, 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) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more 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
 
 
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
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
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
 
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
84
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
 
Form 990 (2018)
Form 990 (2018)
Page 5
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
135
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
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
 
No
Form 990 (2018)
Form 990 (2018)
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
24
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
24
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-A 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:
MediumBulletJANICE HARISSIS1800 N LAMAR STREET   DALLAS,TX75202 (214) 978-0000
Form 990 (2018)
Form 990 (2018)
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) JASON DOWNING......................................................................
BOARD CHAIR
 5.0
.................
0.0 		X   X       0 0 0
(2) CLINT MCDONNOUGH......................................................................
UWFMD BOARD CHAIR
 5.0
.................
5.0 		X   X       0 0 0
(3) MICHELLE VOPNI......................................................................
TREASURER
 5.0
.................
0.0 		X   X       0 0 0
(4) ANNE MOTSENBOCKER......................................................................
VC, IMMEDIATE PAST BOARD CHAIR
 5.0
.................
0.0 		X           0 0 0
(5) RICK BRIDWELL......................................................................
AT-LARGE MEMBER
 2.0
.................
0.0 		X           0 0 0
(6) JORGE CORRAL......................................................................
AT-LARGE MEMBER
 2.0
.................
0.0 		X           0 0 0
(7) REGEN FEARON......................................................................
AT-LARGE MEMBER
 2.0
.................
0.0 		X           0 0 0
(8) RICHARD FEDOCK......................................................................
AUDIT AND ETHICS CHAIR
 5.0
.................
0.0 		X           0 0 0
(9) MANNY FERNANDEZ......................................................................
AT-LARGE MEMBER
 2.0
.................
0.0 		X           0 0 0
(10) CECILY GOOCH......................................................................
AT-LARGE MEMBER
 2.0
.................
0.0 		X           0 0 0
(11) JAMES HINTON......................................................................
AT-LARGE MEMBER
 2.0
.................
0.0 		X           0 0 0
(12) CHARLENE LAKE......................................................................
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) DAVID MARTIN......................................................................
AT-LARGE MEMBER
 2.0
.................
0.0 		X           0 0 0
(15) GAIL MCDONALD......................................................................
AT-LARGE MEMBER
 2.0
.................
0.0 		X           0 0 0
(16) SCOTT MOORE......................................................................
AT-LARGE MEMBER
 2.0
.................
0.0 		X           0 0 0
(17) DAVID PARK......................................................................
AT-LARGE MEMBER
 2.0
.................
0.0 		X           0 0 0
Form 990 (2018)
Form 990 (2018)
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) TORRENCE ROBINSON........................................................................
AT-LARGE MEMBER
 2.0
.......................0.0 		X           0 0 0
(19) SANDRA PHILLIPS ROGERS........................................................................
AT-LARGE MEMBER
 2.0
.......................0.0 		X           0 0 0
(20) JENNIFER SAENZ........................................................................
AT-LARGE MEMBER
 2.0
.......................0.0 		X           0 0 0
(21) DEBRA BRENNAN TAGG........................................................................
AT-LARGE MEMBER
 2.0
.......................0.0 		X           0 0 0
(22) JULIE VAN HAREN........................................................................
RESOURCE DEVELOPMENT CHAIR
 5.0
.......................0.0 		X           0 0 0
(23) BOB WRIGHT........................................................................
COMMUNITY IMPACT CHAIR
 5.0
.......................0.0 		X           0 0 0
(24) CHRIS WYSE........................................................................
AT-LARGE MEMBER
 2.0
.......................0.0 		X           0 0 0
(25) JENNIFER SAMPSON........................................................................
PRESIDENT AND CEO
 32.0
.......................8.0 		    X       466,513 0 79,092
(26) SUSAN HOFF........................................................................
CHIEF IMPACT/STRATEGY OFFICER
 34.0
.......................6.0 		    X       369,795 0 41,658
(27) DAN APTOR........................................................................
CMO - thru 8/2018
 40.0
.......................0.0 		    X       270,368 0 40,361
(28) KATHERINE STENESEN........................................................................
CHIEF DEVELOPMENT OFFICER
 32.0
.......................8.0 		    X       199,001 0 39,051
(29) WANDA MIZUTOWICZ........................................................................
CFO - THRU 10/2018
 38.0
.......................2.0 		    X       163,158 0 20,108
(30) JENNIFER REEVES........................................................................
CORPORATE SECRETARY
 40.0
.......................0.0 		    X       15,204 0 3,200
(31) JANICE HARISSIS........................................................................
CFO - AS OF 11/2018
 38.0
.......................2.0 		    X       0 0 0
(32) STEVEN KRAVIT........................................................................
SVP, IT & BUILDING SERVICES
 40.0
.......................0.0 		      X     183,240 0 32,584
(33) DANIEL SMERCINA........................................................................
SVP, CORP RELATION-THRU 3/19
 40.0
.......................0.0 		        X   149,730 0 11,361
(34) Wayne Hines........................................................................
VP, Corporate Relations
 40.0
.......................0.0 		        X   119,572 0 17,573
(35) ASHLEY BRUNDAGE........................................................................
SVP, COMMUNITY IMPACT
 40.0
.......................0.0 		        X   117,971 0 40,085
(36) Gregory Mangum........................................................................
VP, ECONOMIC MOBILITY
 40.0
.......................0.0 		        X   114,654 0 17,270
(37) MEGHAN IRWIN........................................................................
SENIOR DIRECTOR PLANNED GIVING
 40.0
.......................0.0 		        X   109,686 0 28,349
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 2,278,892 0 370,692
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet15
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
The Cooper Institute,
12330 Preston Road
DALLAS,TX75230 		Program Contracting 540,000
MV Contract Transportation,
5910 N Central Expressway Suite 1
DALLAS,TX75206 		Program Contracting 384,507
Dallas Independent School District,
801 Main Street
DALLAS,TX75202 		Program Contracting 374,170
Purpose,
115 Fifth Avenue 6th Floor
NEW YORK,NY10003 		Brand Redesign 293,500
Dallas County Hospital District,
PO Box 660599
DALLAS,TX75266 		Program Contracting 282,305
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet12
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 129,406
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 2,535,000
e Government grants (contributions)1e 3,726,977
f All other contributions, gifts, grants, and similar amounts not included above1f 56,931,243
g Noncash contributions included in lines 1a - 1f:$ 479,561
h Total. Add lines 1a-1f.......MediumBullet 63,322,626
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ....MediumBullet 0
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 262,509     262,509
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 0      
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss) 0 0
d Net rental income or (loss)......MediumBullet 0      
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses 1,526  
c Gain or (loss) -1,526  
d Net gain or (loss).....MediumBullet -1,526     -1,526
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a 0
b Less: direct expenses ...b 0
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 0
b Less: direct expenses ...b 0
c Net income or (loss) from gaming activities..MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances ..
a 0
b Less: cost of goods sold ..b 0
c Net income or (loss) from sales of inventory..MediumBullet 0      
Business Code Miscellaneous Revenue
11a DESIGNATION PROCESSING FEES 561000 1,151,282 1,151,282 0 0
b EVENT TICKETS 900099 31,191 31,191 0 0
c FLEX CREDITS 900099 9,295 0 0 9,295
d All other revenue .... 7,346   0 7,346
e Total. Add lines 11a–11d ...... MediumBullet 1,199,114
12 Total revenue. See Instructions......MediumBullet 64,782,723 1,182,473 0 277,624
Form 990 (2018)
Form 990 (2018)
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 48,166,437 48,166,437
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, line 15 and 16. 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 1,615,362 531,727 213,881 869,754
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 6,219,810 2,271,264 1,174,109 2,774,437
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 266,503 95,129 22,178 149,196
9 Other employee benefits ....... 904,974 362,621 135,460 406,893
10 Payroll taxes ........... 492,046 184,472 72,365 235,209
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 810 540 5 265
c Accounting ........... 219,870 54,721 116,975 48,174
d Lobbying ........... 219,009 219,009    
e Professional fundraising services. See Part IV, line 17 0  
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) 2,072,120 950,038 508,115 613,967
12 Advertising and promotion .... 649,449 415,929 3,964 229,556
13 Office expenses ....... 144,004 56,726 25,064 62,214
14 Information technology ...... 374,613 137,425 82,018 155,170
15 Royalties .. 0      
16 Occupancy ........... 680,960 515,426 40,643 124,891
17 Travel ............ 153,716 94,641 23,467 35,608
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 869,385 182,829 32,969 653,587
20 Interest ........... 0      
21 Payments to affiliates ....... 604,882 446,403 39,922 118,557
22 Depreciation, depletion, and amortization .. 688,838 508,363 45,463 135,012
23 Insurance ... 82,555 61,094 4,789 16,672
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 MEMBERSHIP DUES 34,204 6,394 24,520 3,290
b EMPLOYEE RELATIONS 24,285 6,702 7,197 10,386
c EXTERNAL GIFTS 18,239 2,722 6,101 9,416
d SUBSCRIPTIONS & PUBLICATIONS 3,564 634 2,095 835
e All other expenses -4,481 382 -5,080 217
25 Total functional expenses. Add lines 1 through 24e 64,501,154 55,271,628 2,576,220 6,653,306
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 (2018)
Form 990 (2018)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 8,776,403 1 3,725,649
2 Savings and temporary cash investments ......... 9,265,881 2 7,657,170
3 Pledges and grants receivable, net ...... 11,904,002 3 14,278,963
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 ...... 75,925 9 210,821
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 13,163,226
b Less: accumulated depreciation 10b 7,487,620 6,005,717 10c 5,675,606
11 Investments—publicly traded securities . 0 11 0
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 ........... 11,790,703 15 12,962,314
16 Total assets. Add lines 1 through 15 (must equal line 34)... 47,818,631 16 44,510,523
Liabilities 17 Accounts payable and accrued expenses ..... 2,385,857 17 1,628,873
18 Grants payable ... 8,720,957 18 7,368,965
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 4,538,874 25 4,218,237
26 Total liabilities. Add lines 17 through 25.. 15,645,688 26 13,216,075
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 5,017,894 27 3,210,163
28 Temporarily restricted net assets ........... 17,321,915 28 0
29 Permanently restricted net assets 9,833,134 29 28,084,285
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 ........... 32,172,943 33 31,294,448
34 Total liabilities and net assets/fund balances ........ 47,818,631 34 44,510,523
Form 990 (2018)
Form 990 (2018)
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
64,782,723
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
64,501,154
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
281,569
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
32,172,943
5
Net unrealized gains (losses) on investments ...............
5
102,600
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
-1,262,664
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
31,294,448
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 (2018)
Form 990 (2018)
Additional Data


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

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
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- 10 above (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 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 60,401,252 58,645,962 62,951,397 56,302,770 63,322,626 301,624,007
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 60,401,252 58,645,962 62,951,397 56,302,770 63,322,626 301,624,007
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).. 78,590,500
6 Public support. Subtract line 5 from line 4. 223,033,507
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
7 Amounts from line 4.. 60,401,252 58,645,962 62,951,397 56,302,770 63,322,626 301,624,007
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 47,860 98,394 93,400 163,334 262,509 665,497
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.).. 112,283 19,674 76,358 90,631 16,641 315,587
11 Total support. Add lines 7 through 10 302,605,091
12
12
7,221,632
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
73.704 %
15
15
76.366 %
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) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d 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 12a or 12b 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 (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) 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 section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
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 I of Schedule L (Form 990 or 990-EZ).
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 9a) 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 9a) 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 section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b 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
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
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
 
 
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, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) 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) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
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
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
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 2018 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-2018 		(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2019. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
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) 2018


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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018) 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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
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) (2018)

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 BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on 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 (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2018

Schedule C (Form 990 or 990-EZ) 2018
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) ...................... 218,936  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ............................... 73  
c Total lobbying expenditures (add lines 1a and 1b) ................................................................... 219,009  
d Other exempt purpose expenditures ........................................................................ 64,282,145  
e Total exempt purpose expenditures (add lines 1c and 1d) ............................................... 64,501,154  
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) 2015 (b) 2016 (c) 2017 (d) 2018 (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 131,799 193,375 177,421 219,009 721,604
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 131,722 188,181 176,990 218,936 715,829
Schedule C (Form 990 or 990-EZ) 2018


Schedule C (Form 990 or 990-EZ) 2018
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 on 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) 2018


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," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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" on 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" on 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 7/25/06, 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on 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 on 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 on 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) 2018

Schedule D (Form 990) 2018
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" on 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" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 45,173,952 41,867,356 34,658,230 32,928,328 28,095,577
b Contributions ... 1,799,685 3,258,494 5,769,411 3,795,736 6,046,025
c Net investment earnings, gains, and losses 2,761,370 3,137,160 4,641,271 567,397 965,142
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		2,587,521 3,089,058 1,420,820 1,487,395 1,009,003
f Administrative expenses ....     1,780,736 1,145,836 1,169,413
g End of year balance ...... 47,147,486 45,173,952 41,867,356 34,658,230 32,928,328
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet50.430 %
b
Permanent endowment SchDMd Bullet40.730 %
c
Temporarily restricted endowment SchDMd Bullet8.840 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
No
(ii) related organizations .................
3a(ii)
Yes
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
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" on 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 4,956,371 3,855,494
c Leasehold improvements   659,986 375,223 284,763
d Equipment ....   2,378,078 1,474,873 903,205
e Other .....   1,102,038 681,153 420,885
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 5,675,606
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on 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........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
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' on 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) BENEFICIAL INTEREST IN TRUSTS 10,073,058
(2) DUE FROM UNITED WAY FOUNDATION 2,713,443
(3) DEFERRED COMPENSATION 175,813
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 12,962,314
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
DONOR DESIGNATIONS 2,784,904
DUE TO UNITED WAY FOUNDATION 1,433,333
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 4,218,237
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) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 38,978,973
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 102,600
b Donated services and use of facilities ......... 2b 1,216,914
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -27,124,790
e Add lines 2a through 2d ..................... 2e -25,805,276
3 Subtract line 2e from line 1.................. 3 64,784,249
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 -1,526
c Add lines 4a and 4b.................... 4c -1,526
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 64,782,723
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 39,857,468
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 1,216,914
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d -25,860,600
e Add lines 2a through 2d.................... 2e -24,643,686
3 Subtract line 2e from line 1................... 3 64,501,154
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 64,501,154
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
INTENDED USE OF ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 UWMD IS A BENEFICIARY OF THE UNITED WAY FOUNDATION OF METROPOLITAN DALLAS'S ENDOWMENT AS A SUPPORTED ORGANIZATION. THE ENDOWMENT FUNDS ARE ESTABLISHED FOR THE EXCLUSIVE PURPOSE OF THE DONORS AND TO SUPPORT THE PROGRAM INITIATIVES OF UWMD.
LIABILITY FOR UNCERTAIN TAX POSITIONS (ASC 740) SCHEDULE D, PART X, LINE 2 Both United Way and the Foundation are exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Thus, no provision for income taxes is included in the accompanying combined financial statements. United Way and the Foundation follow the accounting guidance for accounting for uncertainty in income taxes. United Way and the Foundation recognize the financial statement benefit of a tax position only after determining that the relevant tax authority would more likely than not sustain the position following an audit. For tax positions meeting the more-likely-than-not threshold, the amount recognized in the financial statements is the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement with the relevant tax authority. United Way and the Foundation applied the uncertain tax position guidance to all tax positions for which the statute of limitations remained open and determined there were no material unrecognized tax benefits as of that date. United Way and the Foundation do not believe there is any uncertainty with respect to the tax position which would result in a material change to the financial statements. United Way and the Foundation are subject to federal and state income taxes to the extent they have unrelated business income. In accordance with the guidance for uncertainty in income taxes, management has evaluated their material tax positions and determined that there are no material income tax effects with respect to its financial statements. Management has determined that there is no material unrelated business income to report for United Way or the Foundation and has not historically filed any unrelated business income tax returns. Therefore, tax years remain open for years in which an income tax return has not been filed. United Way and the Foundation recognizes any interest and penalties related to income taxes. There were no interest or penalties related to income taxes that have been accrued or recognized as of and for the year ended June 30, 2019 and 2018. On December 22, 2017, tax reform legislation commonly known as the Tax Cuts and Jobs Act of 2017 (the Act) was passed; resulting in significant modifications to existing tax law. There were no material effects on the consolidated financial statements as a result of the Act. Management is evaluating the ongoing impact of the Act on United Way and the Foundation.
RECONCILIATION OF REVENUE SCHEDULE D, PART XI, LINE 2D DESIGNATIONS TO AGENCIES (27,364,714) CHANGE OF INTEREST HELD IN TRUSTS 239,924 ------------ TOTAL REVENUE INCLUDED ON BOOKS AND NOT ON RETURN (27,124,790) SCHEDULE D, PART XI, LINE 4B LOSS ON DISPOSAL OF ASSETS (1,526)
RECONCILIATION OF EXPENSES SCHEDULE D, PART XII, LINE 2D DESIGNATIONS TO AGENCIES (25,862,126) LOSS ON DISPOSAL OF ASSETS 1,526 ------------ TOTAL EXPENSE INCLUDED ON BOOKS AND NOT ON RETURN (25,860,600)
RECONCILIATION OF ASSETS AND LIABILITIES TO FINANCIALS UWMD IS A BENEFICIARY OF THE UNITED WAY FOUNDATION OF METROPOLITAN DALLAS (FOUNDATION) AS A SUPPORTED ORGANIZATION. THE FOUNDATION FUNDS ARE ESTABLISHED FOR THE EXCLUSIVE PURPOSE OF THE DONORS AND TO SUPPORT THE PROGRAM INITIATIVES OF UWMD. UWMD UWFMD Eliminations Consolidated Total Assets 44,510,523 50,412,823 (4,146,776) 90,776,570 Total Liabilities 13,216,075 2,713,443 (4,146,776) 11,782,742 ---------- ---------- ----------- ---------- Net Assets 31,294,448 50,412,823 0 78,993,828
Schedule D (Form 990) 2018


Additional Data


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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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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" on 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
noncash assistance		 (h) Purpose of grant
or assistance
(1) Aberg Center for Literacy
5100 Ross Avenue
Dallas,TX75206 		02-0706898 501(c)(3) 24,000 0     Program Ops Cost
(2) Achieve (fka Citizens Development Center)
8000 Ambassador Row
Dallas,TX75247 		75-1008422 501(c)(3) 162,500 0     Program Ops Cost
(3) After-School All-Stars North Texas
2250 Lakeside Blvd
Richardson,TX75082 		95-4441208 501(c)(3) 113,126 0     Program Ops Cost
(4) Agape Resource & Assist
Po Box 861664
Plano,TX75086 		75-2942035 501(c)(3) 41,000 0     Program Ops Cost
(5) American Red Cross - North Texas Region
4800 Harry Hines Blvd
Dallas,TX75235 		53-0196605 501(c)(3) 55,000 0     Program Ops Cost
(6) Assistance Center of Collin County
900 East 18th Street
Plano,TX75074 		75-1550604 501(c)(3) 22,500 0     Program Ops Cost
(7) Association of Persons Affected by Addiction
3116 MLK Blvd
Dallas,TX75215 		75-2283401 501(c)(3) 25,000 0     Program Ops Cost
(8) AVANCE Dallas
2060 Singleton Blvd
Dallas,TX75212 		75-2699260 501(c)(3) 755,598 0     Program Ops Cost
(9) Baylor Health Care System Foundation
3600 Gas AveBTSte100
Dallas,TX75246 		75-1606705 501(c)(3) 58,887 0     Program Ops Cost
(10) Baylor University
1111 W Mcbrd Ste 1350
Dallas,TX75247 		74-1159753 501(c)(3) 63,500 0     Program Ops Cost
(11) Beacon Hill Preparatory Institute
1402 CNTH St Ste 257
DALLAS,TX75215 		42-1624235 501(c)(3) 105,759 0     Program Ops Cost
(12) Better Block Foundation
PO Box 4007
Dallas,TX75382 		47-4885264 501(c)(3) 10,000 0     Program Ops Cost
(13) Big Brothers Big Sisters Lone Star
450 ET John Carpent Fwy
Irving,TX75062 		75-0800632 501(c)(3) 171,500 0     Program Ops Cost
(14) Big Thought
1409 S L St Ste 1015
Dallas,TX75215 		75-2170035 501(c)(3) 38,816 0     Program Ops Cost
(15) Bold Idea Inc
2904 Floyd St
Dallas,TX75204 		47-3742945 501(c)(3) 25,000 0     Program Ops Cost
(16) Boy Scouts of America Circle Ten Council
8605 Harry Hines Blvd
Dallas,TX75235 		75-0800615 501(c)(3) 150,000 0     Program Ops Cost
(17) Boys & Girls Clubs of Collin County
7790 Main Street
Frisco,TX75033 		75-1296869 501(c)(3) 42,500 0     Program Ops Cost
(18) Boys & Girls Clubs of Greater Dallas
PO Box 140189
Dallas,TX75214 		75-1152657 501(c)(3) 170,000 0     Program Ops Cost
(19) Bridges Safehouse Inc
306 Hardy St
Cedar Hill,TX75104 		75-2864224 501(c)(3) 12,500 0     Program Ops Cost
(20) Cafe Momentum
1510 Pacific Avenue
Dallas,TX75201 		32-0384561 501(c)(3) 62,500 0     Program Ops Cost
(21) Callier Center for Communication Disorders
1966 Inwood Road
Dallas,TX75235 		75-6035865 501(c)(3) 42,500 0     Program Ops Cost
(22) Campaign for Kindness Inc
5744 Gaston Ave
Dallas,TX75214 		47-3142302 501(c)(3) 25,000 0     Program Ops Cost
(23) Carson's Village
303 Saddle Tree Trail
Coppell,TX75019 		82-1854361 501(c)(3) 10,000 0     Program Ops Cost
(24) Carter's House
2922 MLK Jr
Dallas,TX75215 		46-5198495 501(c)(3) 12,500 0     Program Ops Cost
(25) CASA of Collin County
101 E Davis Street
McKinney,TX75069 		75-2391961 501(c)(3) 23,282 0     Program Ops Cost
(26) CASA of Denton County Inc
P O Box 2885
Denton,TX76202 		75-2417472 501(c)(3) 25,000 0     Program Ops Cost
(27) Catch Up & Read
3001 Knox St Suite 207
Dallas,TX75205 		45-3533496 501(c)(3) 55,000 0     Program Ops Cost
(28) Catholic Charities of Dallas Inc
1421 W Mockingbird Ln
Dallas,TX75247 		75-2745221 501(c)(3) 520,710 0     Program Ops Cost
(29) Child and Family Guidance Centers
8915 Harry Hines Blvd
Dallas,TX75235 		75-0800630 501(c)(3) 225,000 0     Program Ops Cost
(30) ChildCareGroup
1420 W Mockbrd LN 300
Dallas,TX75247 		75-0800634 501(c)(3) 1,532,353 0     Program Ops Cost
(31) Children First Inc
202 College St
Grand Prairie,TX75050 		75-2100237 501(c)(3) 30,000 0     Program Ops Cost
(32) Children's Adv Center for Denton County
1854 Cain Drive
Lewisville,TX75077 		75-2559765 501(c)(3) 47,500 0     Program Ops Cost
(33) Children's Adv Center for Rockwall County
1350 EWashington St
Rockwall,TX75087 		47-4946358 501(c)(3) 20,000 0     Program Ops Cost
(34) Children's Advocacy Center of Collin County
2205 Los Rios Boulevard
Plano,TX75074 		75-2389095 501(c)(3) 117,500 0     Program Ops Cost
(35) Children's Health System of Texas
2777 Stemmons Frwy
Dallas,TX75207 		75-2062015 501(c)(3) 251,761 0     Program Ops Cost
(36) Christian Community Action
200 South Mill St
Lewisville,TX75057 		23-7319371 501(c)(3) 25,000 0     Program Ops Cost
(37) City Year Inc
287 Columbus Avenue
Boston,MA02116 		22-2882549 501(c)(3) 150,000 0     Program Ops Cost
(38) CitySquare
511 N Akard
Dallas,TX75201 		75-2332948 501(c)(3) 380,469 0     Program Ops Cost
(39) Commit2Dallas
5500 Caruth Haven Lane
Dallas,TX75225 		80-0790222 501(c)(3) 55,000 0     Program Ops Cost
(40) Communities In Schools of North Texas Inc
PO Box 295543
Lewisville,TX75029 		75-2496426 501(c)(3) 65,000 0     Program Ops Cost
(41) Communities In Schools of the Dallas Region
8700 N Smn Fwy 125
Dallas,TX75247 		75-2044117 501(c)(3) 55,000 0     Program Ops Cost
(42) Community Council of Greater Dallas
1349 Em Cl BlvSte 400
Dallas,TX75247 		75-0800631 501(c)(3) 57,500 0     Program Ops Cost
(43) Concilio The
400 S Zang Blvd
Dallas,TX75208 		75-1770140 501(c)(3) 498,500 0     Program Ops Cost
(44) Concord Missionary Baptist Church
6808 Pastor Bailey Dr
Dallas,TX75237 		75-1523441 501(c)(3) 58,500 0     Program Ops Cost
(45) Cornerstone Crossroads Academy Inc
2815 S Ervay Street
Dallas,TX75215 		11-3761734 501(c)(3) 37,500 0     Program Ops Cost
(46) Cristo Rey Dallas High School
1064 N St Augustine Dr
Dallas,TX75217 		46-3737066 501(c)(3) 50,000 0     Program Ops Cost
(47) Dallas Afterschool
2902 Swiss Avenue
Dallas,TX75204 		76-0838983 501(c)(3) 200,000 0     Program Ops Cost
(48) Dallas Arboretum and Botanical Society
8617 Garland Avenue
Dallas,TX75218 		23-7375815 501(c)(3) 36,403 0     Program Ops Cost
(49) Dallas Area Habitat for Humanity
2800 N Hampton Road
Dallas,TX75212 		75-2097161 501(c)(3) 50,000 0     Program Ops Cost
(50) Dallas Center
8550 Cadenza
Dallas,TX75228 		75-1083102 501(c)(3) 34,867 0     Program Ops Cost
(51) Dallas Challenge
7777 Forest Lane C-410
Dallas,TX75230 		75-1964233 501(c)(3) 25,000 0     Program Ops Cost
(52) Dallas Children's Advocacy Center
3611 Swiss Avenue
Dallas,TX75204 		75-2303404 501(c)(3) 170,000 0     Program Ops Cost
(53) Dallas County Community College
1601 S Lamar St
Dallas,TX75215 		23-7326612 501(c)(3) 72,090 0     Program Ops Cost
(54) Dallas County Hospital District
PO Box 660599
Dallas,TX75266 		75-6004221 501(c)(3) 245,645 0     Program Ops Cost
(55) Dallas Dogrrr
7838 Claremont Dr
Dallas,TX75228 		47-4386830 501(c)(3) 5,500 0     Program Ops Cost
(56) Dallas Furniture Bank
PO Box 815788
Dallas,TX75381 		48-1279673 501(c)(3) 10,000 0     Program Ops Cost
(57) Dallas Independent School District
3700 Ross Avenue
Dallas,TX75204 		75-6001278 501(c)(3) 287,631 0     Program Ops Cost
(58) Dallas Methodist Hospitals Foundation
1411 N Beckley Ave
Dallas,TX75203 		75-1548343 501(c)(3) 19,000 0     Program Ops Cost
(59) Dallas Services
4242 Office Pkwy
Dallas,TX75204 		75-0958408 501(c)(3) 97,500 0     Program Ops Cost
(60) Dallas Social Venture Partners
12900 Preston Road
Dallas,TX75230 		75-2945359 501(c)(3) 115,000 0     Program Ops Cost
(61) Dallas-Fort Worth Hospital Council
300 Decker Dr Ste 300
Irving,TX75062 		23-7004426 501(c)(3) 10,000 0     Program Ops Cost
(62) Denton County Friends of the Family
1400 Crescent
Denton,TX76201 		75-1734175 501(c)(3) 50,000 0     Program Ops Cost
(63) Education is Freedom
2711 N Haskell Avenue
Dallas,TX75204 		04-3643313 501(c)(3) 50,000 0     Program Ops Cost
(64) Education Opens Doors
2804 Swiss Ave
Dallas,TX75204 		46-0781846 501(c)(3) 30,000 0     Program Ops Cost
(65) Equal Heart
4848 Lemmon Ave 513
Dallas,TX75219 		46-2846816 501(c)(3) 55,000 0     Program Ops Cost
(66) Family Care Connection
6969 Pastor Bailey Dr
Dallas,TX75237 		20-1211618 501(c)(3) 129,793 0     Program Ops Cost
(67) Family Compass
4210 Junius Street
Dallas,TX75246 		75-2400158 501(c)(3) 455,567 0     Program Ops Cost
(68) Family Gateway Inc
711 S St Paul Street
Dallas,TX75201 		75-2105579 501(c)(3) 37,500 0     Program Ops Cost
(69) Family Place
4300 MacArthur Avenue
Dallas,TX75209 		75-1590896 501(c)(3) 586,500 0     Program Ops Cost
(70) Ferst Foundation for Childhood Literacy
237 N Second Street
Madison,GA30650 		58-2489181 501(c)(3) 415,000 0     Program Ops Cost
(71) First Choice Social Services
8787 N Stemmons Fwy
Dallas,TX75247 		46-3827310 501(c)(3) 12,500 0     Program Ops Cost
(72) First3Years
15851 Dallas Pkwy 106
AddiSon,TX75001 		75-2067421 501(c)(3) 10,000 0     Program Ops Cost
(73) Foundation Communities
3036 South First Street
AUSTIN,TX78704 		74-2678601 501(c)(3) 195,866 0     Program Ops Cost
(74) Frisco Independent School District
5515 Ohio Drive
Frisco,TX75035 		75-6001636 501(c)(3) 10,400 0     Program Ops Cost
(75) Frontiers of Flight Museum
6911 Lemmon Ave
Dallas,TX75209 		75-2244531 501(c)(3) 25,000 0     Program Ops Cost
(76) Genesis Women's Shelter & Support
2929 Hickory St
Dallas,TX75226 		75-1881365 501(c)(3) 235,000 0     Program Ops Cost
(77) Girl Scouts of Northeast Texas
6001 Summerside Drive
Dallas,TX75252 		75-1101571 501(c)(3) 235,000 0     Program Ops Cost
(78) Girls Incorporated of Metropolitan Dallas
2040 Empire Ctrl Dr
Dallas,TX75235 		75-1305705 501(c)(3) 167,197 0     Program Ops Cost
(79) Goodwill Industries of Dallas Inc
3020 N Wmoreland Rd
Dallas,TX75212 		75-0800649 501(c)(3) 622,500 0     Program Ops Cost
(80) Habitat for Humanity Greater Garland
1110 Main Street
Garland,TX75040 		75-2499430 501(c)(3) 17,900 0     Program Ops Cost
(81) Hand to Hold
13740 Research Blvd
Austin,TX78750 		27-3802900 501(c)(3) 25,000 0     Program Ops Cost
(82) HCK2 Partners
3875 Ponte Avenue
Addison,TX75001 		51-0515483 501(c)(3) 24,800 0     Program Ops Cost
(83) Healing Hands Ministries
8515 Grnvl Ave Ste N112
Dallas,TX75243 		65-1259379 501(c)(3) 37,500 0     Program Ops Cost
(84) Health Services of North Texas Inc
4401 North I-35E 312
Denton,TX76207 		75-2252866 501(c)(3) 85,000 0     Program Ops Cost
(85) Heart House
PO Box 823162
Dallas,TX75382 		75-2898097 501(c)(3) 22,500 0     Program Ops Cost
(86) High-Tech High Heels
PO Box 671222
Dallas,TX75367 		47-2666271 501(c)(3) 7,000 0     Program Ops Cost
(87) Hope Clinic of Garland
808 W Avenue A
Garland,TX75040 		75-2960314 501(c)(3) 37,500 0     Program Ops Cost
(88) Hope Cottage Pregnancy and Adoption Center
4209 McKinney Ave
Dallas,TX75205 		75-0800652 501(c)(3) 10,950 0     Program Ops Cost
(89) Housing Crisis Center
4210 Junius Street
Dallas,TX75246 		75-1633304 501(c)(3) 20,000 0     Program Ops Cost
(90) Inspiring Tomorrow's Leaders
8828 N Smn Fwy Ste 507
Dallas,TX75247 		90-0672495 501(c)(3) 20,000 0     Program Ops Cost
(91) Interfaith Family Services
5612 Ross Avenue
Dallas,TX75206 		75-2028254 501(c)(3) 259,000 0     Program Ops Cost
(92) Irving Cares
440 S Nursery Rd
Irving,TX75017 		75-1436937 501(c)(3) 20,000 0     Program Ops Cost
(93) Jewish Family Service of Greater Dallas
5402 Arapaho Rd
Dallas,TX75248 		75-1992728 501(c)(3) 516,800 0     Program Ops Cost
(94) Jubilee Park & Community Center Corporation
907 Bank St
Dallas,TX75223 		75-2726296 501(c)(3) 130,000 0     Program Ops Cost
(95) Junior Achievement of Dallas Inc
1201 Executive Dr W
RichardSon,TX75081 		75-0881589 501(c)(3) 45,000 0     Program Ops Cost
(96) JUST Community
1000 Rio Grande St
Austin,TX78701 		81-1447315 501(c)(3) 25,000 0     Program Ops Cost
(97) KIPP Dallas-Fort Worth Inc
3200 S Lancaster Rd
Dallas,TX75216 		82-0578155 501(c)(3) 99,864 0     Program Ops Cost
(98) La Piana Associates Inc
101 Broadway
Oakland,CA94607 		94-3323222 501(c)(3) 11,313 0     Program Ops Cost
(99) LiftFund
2060 Sglt BlvdSte107
Dallas,TX75212 		74-2712770 501(c)(3) 22,500 0     Program Ops Cost
(100) Literacy Achieves
6329 Ridgecrest Road
Dallas,TX75231 		75-2708992 501(c)(3) 147,500 0     Program Ops Cost
(101) Literacy Coalition of Central Texas
1640B East 2nd St
Austin,TX78702 		80-0078300 501(c)(3) 6,500 0     Program Ops Cost
(102) Literacy Instruction for Texas (LIFT)
1610 S Mal X Blvd320
Dallas,TX75226 		75-1095223 501(c)(3) 306,000 0     Program Ops Cost
(103) Los Barrios Unidos Community Clinic
809 Singleton Blvd
Dallas,TX75212 		75-1378664 501(c)(3) 180,000 0     Program Ops Cost
(104) Lumin Education
924 Wayne Street
Dallas,TX75223 		75-1612054 501(c)(3) 533,426 0     Program Ops Cost
(105) Maurice Barnett Geriatric Wellness Center
401 West 16th St 600
Plano,TX75075 		75-1839305 501(c)(3) 7,500 0     Program Ops Cost
(106) Meals on Wheels Collin County
600 N Tennessee St
McKinney,TX75069 		75-1544507 501(c)(3) 20,000 0     Program Ops Cost
(107) Mercy Street
3801 Holystone Street
Dallas,TX75212 		45-0536344 501(c)(3) 43,500 0     Program Ops Cost
(108) Metro Dallas Homeless Alliance
2816 Swiss Avenue
Dallas,TX75204 		75-2461679 501(c)(3) 35,000 0     Program Ops Cost
(109) Metrocare Services
1345 River Bend Drive
Dallas,TX75247 		75-1285603 501(c)(3) 37,500 0     Program Ops Cost
(110) Metrocrest Services Inc
13801 Huton Dr
Farmers Branch,TX75234 		75-1548334 501(c)(3) 172,500 0     Program Ops Cost
(111) Mi Escuelita Preschool
4231 Maple Avenue
Dallas,TX75204 		75-1728505 501(c)(3) 345,000 0     Program Ops Cost
(112) Miles of Freedom
2922 MLK Jr BSte118B
Dallas,TX75215 		45-4959062 501(c)(3) 17,500 0     Program Ops Cost
(113) Mission Advancement Professionals
7850 Collin McKy Pkwy
McKinney,TX75070 		27-4434340 501(c)(3) 10,000 0     Program Ops Cost
(114) Mosaic Family Services
4144 N Ctrl Expwy
Dallas,TX75204 		75-2484565 501(c)(3) 357,500 0     Program Ops Cost
(115) MV Contract Transportation Inc
5910 N Ctrl Exprswy
Dallas,TX75206 		11-3706363 501(c)(3) 279,555 0     Program Ops Cost
(116) My Possibilities
1631 Dorchester Drive
Plano,TX75075 		26-1509133 501(c)(3) 221,370 0     Program Ops Cost
(117) National Audubon Society
6500 Great Tri For Way
Dallas,TX75217 		13-1624102 501(c)(3) 31,904 0     Program Ops Cost
(118) National Council of the United States Society of S
58 Progress Pkwy
St Louis,MO63043 		26-3273175 501(c)(3) 31,500 0     Program Ops Cost
(119) New Friends New Life
PO Box 192378
Dallas,TX75219 		75-2820473 501(c)(3) 41,000 0     Program Ops Cost
(120) Nexus Recovery Center
8733 LaPrada Drive
Dallas,TX75228 		23-7169388 501(c)(3) 286,852 0     Program Ops Cost
(121) North Dallas Shared Ministries
2875 Merrell Road
Dallas,TX75229 		75-1908563 501(c)(3) 87,500 0     Program Ops Cost
(122) NPower Inc
55 Washington Street
Brooklyn,NY11201 		13-4145441 501(c)(3) 92,500 0     Program Ops Cost
(123) Open Arms Bryan's House
608 N Elm St
Arlington,TX76011 		75-2217559 501(c)(3) 22,000 0     Program Ops Cost
(124) Parkland Foundation
2777 N Stemmons Fwy
Dallas,TX75207 		75-2089180 501(c)(3) 64,608 0     Program Ops Cost
(125) Parkland Fdn for Parkland Health & Hosp Sys
1341 WMbrd LSte1100E
Dallas,TX75247 		75-2089180 501(c)(3) 220,313 0     Program Ops Cost
(126) PediPlace
502 SOld O Ste126
Lewisville,TX75067 		75-2512752 501(c)(3) 279,011 0     Program Ops Cost
(127) Per Scholas
804 E138th St2nd Flr
Bronx,NY10454 		04-3252955 501(c)(3) 140,500 0     Program Ops Cost
(128) Plano ISD Education Foundation
2700 West 15 St
Plano,TX75075 		75-2481906 501(c)(3) 30,000 0     Program Ops Cost
(129) POETIC
PO Box 801025
Dallas,TX75380 		82-2526057 501(c)(3) 122,917 0     Program Ops Cost
(130) Positive Breathing
PO Box 742422
Dallas,TX75374 		45-4739532 501(c)(3) 12,500 0     Program Ops Cost
(131) Prism Health N Texas (fka AIDS ArmsInc)
351 W Jefferson Blvd
Dallas,TX75287 		75-2306145 501(c)(3) 210,000 0     Program Ops Cost
(132) PriSon Entrepreneurship Program (PEP)
4140 Dir Row Ste B
Houston,TX77092 		20-1384253 501(c)(3) 229,000 0     Program Ops Cost
(133) Project Transformation
547 E Jefferson Blvd
Dallas,TX75203 		75-2930405 501(c)(3) 57,500 0     Program Ops Cost
(134) Quest for Greater Success
202 S Jim Miller
Dallas,TX75217 		27-2527650 501(c)(3) 12,500 0     Program Ops Cost
(135) Rainbow Days Inc
8150 N Ctrl Exprswy
Dallas,TX75206 		75-1844908 501(c)(3) 107,352 0     Program Ops Cost
(136) Readers 2 Leaders
2223 Singleton Blvd
Dallas,TX75212 		90-0641325 501(c)(3) 154,288 0     Program Ops Cost
(137) Reading Partners
2910 Swiss Avenue
Dallas,TX75204 		77-0568469 501(c)(3) 125,000 0     Program Ops Cost
(138) REAL School Gardens - Out Teach
1 Tm cir NW Ste700
Washington,DC20005 		20-5946552 501(c)(3) 135,000 0     Program Ops Cost
(139) Resource Center of Dallas Inc
PO Box 190869
Dallas,TX75219 		75-1892059 501(c)(3) 180,000 0     Program Ops Cost
(140) Richardson Adult Literacy Center
PO Box 835936
Richardson,TX75083 		75-2337073 501(c)(3) 15,000 0     Program Ops Cost
(141) Rockwall County Helping Hands
950 Williams Street
Rockwall,TX75087 		75-2402276 501(c)(3) 110,000 0     Program Ops Cost
(142) Rosa es Rojo Inc
2605 Frances Ln
Little Elm,TX75068 		81-3557997 501(c)(3) 36,721 0     Program Ops Cost
(143) Salvation Army The
8787 N Stemmon Fwy 800
Dallas,TX75247 		58-0660607 501(c)(3) 432,500 0     Program Ops Cost
(144) ScholarShot
2904 Swiss Avenue
Dallas,TX75204 		27-0232250 501(c)(3) 25,000 0     Program Ops Cost
(145) Senior Citizens of Greater Dallas Inc
3910 HARRY HINES BLVD
Dallas,TX75219 		75-1085555 501(c)(3) 237,500 0     Program Ops Cost
(146) Shared Housing Center Inc
402 N GdLatimer Expy
Dallas,TX75204 		75-2137522 501(c)(3) 37,500 0     Program Ops Cost
(147) Society of St Vincent de Paul
50 North B Street
San Mateo,CA94401 		94-1375833 501(c)(3) 30,000 0     Program Ops Cost
(148) Southern Dallas Link Inc
1020 Scotland Dr 3115
Desoto,TX75115 		82-2392922 501(c)(3) 22,500 0     Program Ops Cost
(149) Southern Methodist University
PO Box 750302
Dallas,TX75275 		75-0800689 501(c)(3) 60,000 0     Program Ops Cost
(150) Southwestern Diabetic Fdn Camp Sweeney
PO Box 918
Gainesville,TX76241 		75-6002547 501(c)(3) 21,500 0     Program Ops Cost
(151) Spare Labs Inc

111 E 5th Ave
Vancouver   BC V6C 1B4
CA 		79-8511291 501(c)(3) 6,387 0     Program Ops Cost
(152) Stand for Children Leadership Center
1350 Motor Circle
Dallas,TX75207 		52-1957214 501(c)(3) 10,000 0     Program Ops Cost
(153) Step Up
901 S Ctrl Exprswy
Richardson,TX75080 		95-4701468 501(c)(3) 20,000 0     Program Ops Cost
(154) Student Success Agency
530 Lost Creek Trail
Fairview,TX75069 		46-0765956 501(c)(3) 140,558 0     Program Ops Cost
(155) Texas Muslim Women's Foundation Inc
PO Box 863388
Plano,TX75086 		20-3060929 501(c)(3) 95,000 0     Program Ops Cost
(156) The Commit Partnership
3800 Mapl Ave Ste 800
Dallas,TX75219 		80-0790222 501(c)(3) 55,000 0     Program Ops Cost
(157) The Compelling Why
PO Box 742463
Dallas,TX75374 		27-3537158 501(c)(3) 15,000 0     Program Ops Cost
(158) The Cooper Institute
12330 Preston Rd
Dallas,TX75230 		23-7075529 501(c)(3) 540,000 0     Program Ops Cost
(159) The Dallas Foundation
3963 Maple Avenue 390
Dallas,TX75219 		75-2890371 501(c)(3) 237,500 0     Program Ops Cost
(160) The Samaritan Inn
1725 N McDonald St
McKinney,TX75071 		75-1984285 501(c)(3) 32,500 0     Program Ops Cost
(161) The Unv of Texas Southwestern Medical Ctr
5323 H H Blvd MC 9029
Dallas,TX75235 		75-6002868 501(c)(3) 9,000 0     Program Ops Cost
(162) The Visiting Nurse AsSociation of Texas
1600 Viceroy DrSte400
Dallas,TX75235 		75-0800692 501(c)(3) 120,000 0     Program Ops Cost
(163) Trinity River Mission
2060 Singleton Blvd
Dallas,TX75212 		75-6055203 501(c)(3) 237,954 0     Program Ops Cost
(164) Turn PtThe(Rape Crisis Ctr of Collin Cty)
3325 Silverstone Dr
Plano,TX75023 		75-2065785 501(c)(3) 50,000 0     Program Ops Cost
(165) Turtle Creek Manor Inc
2707 ROUTH ST
DALLAS,TX75201 		75-1282276 501(c)(3) 40,000 0     Program Ops Cost
(166) Uplift Education
606 E Royal Lane
Irving,TX75039 		75-2659683 501(c)(3) 275,000 0     Program Ops Cost
(167) Vogel Alcove
5219 Maple Ave 2302
Dallas,TX75235 		75-2133827 501(c)(3) 88,000 0     Program Ops Cost
(168) Warren Center for Children with Developmental Diff
320 Custer Road
Richardson,TX75080 		75-1282040 501(c)(3) 47,000 0     Program Ops Cost
(169) WilkinSon Center
4144 N Ct Exprswy 610
Dallas,TX75204 		75-2712117 501(c)(3) 157,500 0     Program Ops Cost
(170) Women In Need of Generous Support WiNGS
2603 Inwood Road
Dallas,TX75235 		75-0800699 501(c)(3) 551,700 0     Program Ops Cost
(171) WTIA Workforce Institute
2200 AK Way Ste 390
Seattle,WA98121 		47-3951262 501(c)(3) 25,000 0     Program Ops Cost
(172) Year Up DallasFort Worth
701 Elm St 400
Dallas,TX75202 		04-3534407 501(c)(3) 12,500 0     Program Ops Cost
(173) YMCA of Metropolitan Dallas
601 North Akard Street
Dallas,TX75201 		75-0800696 501(c)(3) 211,988 0     Program Ops Cost
(174) Yoga N Da Hood
3228 E PERRYTON DR
Dallas,TX75224 		81-1046078 501(c)(3) 26,000 0     Program Ops Cost
(175) Young Women's Preparatory Network
2804 Swiss Avenue
Dallas,TX75204 		47-0902114 501(c)(3) 94,864 0     Program Ops Cost
(176) Youth With Faces
6333 E Mockingbird
Dallas,TX75214 		30-0018778 501(c)(3) 75,000 0     Program Ops Cost
(177) DESIGNATED DONATIONS TO UWMD
1800 N LAMAR STREET
DALLAS,TX75202 		75-6005352 501(c)(3) 25,862,126       DONOR DESIGNATIONS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
174
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) 2018

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
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 UWMD AND TO REGULARLY REPORT ON THOSE PROGRAMS SUPPORTED BY UWMD FUNDING. FOR GRANTS MADE IN SUPPORT OF PROGRAM OPERATIONS COSTS, THE AGENCY WILL REPORT INFORMATION BASED ON SIX CATEGORIES (DEMOGRAPHICS, ZIP CODES SERVED, DOLLARS SPENT, SUCCESS STORIES, OUTCOMES AND BUDGET), UNLESS SPECIAL ARRANGEMENTS HAVE BEEN MADE AND AGREED TO, IN WRITING, BY BOTH THE AGENCY AND UWMD. AN APPROVED OUTCOME PLAN WILL BE PART OF EACH PROGRAM REPORT, WITH RESULTS BEING REPORTED IN A MANNER CONSISTENT WITH THE APPROVED PLAN. FAILURE TO HAVE AN APPROVED PLAN OR TO REPORT IN AN APPROPRIATE MANNER WILL LEAD TO A REVIEW OF GRANT FUNDING. ANY MATERIAL CHANGE IN THE OPERATING OF A PROGRAM THAT IS GRANT FUNDED WILL BE REPORTED TO UWMD IN A TIMELY MANNER, WITH CONTINUED FUNDING SUBJECT TO UWMD REVIEW. AS PART OF THE SCREENING PROCESS, ALL AGENCIES ARE ALSO REQUIRED TO SIGN A USA PATRIOT ACT COMPLIANCE FORM THAT REQUIRES AGENCIES TO CERTIFY THAT UWMD FUNDS AND DONATIONS WILL BE USED IN COMPLIANCE WITH ALL APPLICABLE ANTI-TERRORIST FINANCING AND ASSET CONTROL LAWS, STATUTES, AND EXECUTIVE ORDERS. UWMD ALSO VERIFIES CURRENT 501(C)(3) STATUS AND SCREENS THE AGENCY TO ENSURE IT IS NOT LISTED ON TERRORIST WATCH LISTS. ORGANIZATIONS RECEIVING DESIGNATED CONTRIBUTIONS THROUGH UNITED WAY ARE SUBJECT TO VETTING AND SCREENING THROUGH SUPPORT SERVICES PROVIDED BY GUIDESTAR. In addition to those agencies listed, UWMD also had donor designated funds to agencies in the amount of $25,862,126.
Schedule I (Form 990) 2018



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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
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 on 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 on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on 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" on 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) 2018

Schedule J (Form 990) 2018
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 on 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 on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1JENNIFER SAMPSON
PRESIDENT AND CEO 		(i)

(ii)		 354,040
-------------
  		93,752
-------------
  		18,721
-------------
  		43,552
-------------
  		35,540
-------------
  		545,605
-------------
  		 
-------------
 
2SUSAN HOFF
CHIEF IMPACT/STRATEGY OFFICER 		(i)

(ii)		 279,090
-------------
  		88,640
-------------
  		2,065
-------------
  		19,035
-------------
  		22,623
-------------
  		411,453
-------------
  		 
-------------
 
3DAN APTOR
CMO - thru 8/2018 		(i)

(ii)		 188,188
-------------
  		82,000
-------------
  		180
-------------
  		13,988
-------------
  		26,373
-------------
  		310,729
-------------
  		 
-------------
 
4KATHERINE STENESEN
CHIEF DEVELOPMENT OFFICER 		(i)

(ii)		 173,838
-------------
0 		25,000
-------------
0 		163
-------------
0 		12,985
-------------
0 		26,066
-------------
0 		238,052
-------------
0 		 
-------------
 
5WANDA MIZUTOWICZ
CFO - THRU 10/2018 		(i)

(ii)		 127,804
-------------
  		13,125
-------------
  		22,229
-------------
  		10,007
-------------
  		10,101
-------------
  		183,266
-------------
  		 
-------------
 
6STEVEN KRAVIT
SVP, IT & BUILDING SERVICES 		(i)

(ii)		 182,466
-------------
  		0
-------------
  		774
-------------
  		2,948
-------------
  		29,636
-------------
  		215,824
-------------
  		 
-------------
 
7DANIEL SMERCINA
SVP, CORP RELATION-THRU 3/19 		(i)

(ii)		 149,640
-------------
  		0
-------------
  		90
-------------
  		8,569
-------------
  		2,792
-------------
  		161,091
-------------
  		 
-------------
 
8ASHLEY BRUNDAGE
SVP, COMMUNITY IMPACT 		(i)

(ii)		 117,810
-------------
  		0
-------------
  		161
-------------
  		9,032
-------------
  		31,053
-------------
  		158,056
-------------
  		 
-------------
 
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
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
HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES SCHEDULE J, PART I, LINE 1A UWMD REIMBURSES EMPLOYEES FOR HEALTH CLUB MEMBERSHIPS AT THE END OF EACH CALENDAR YEAR FOR UP TO $10 FOR EACH MONTH THEY ARE EMPLOYEED WITH UWMD. THIS AMOUNT HAS NOT BEEN ADDED TO THE W-2.
SEVERANCE OR CHANGE-OF-CONTROL PAYMENTS Schedule J, Part I, Line 4A An individual left the organization in calendar year 2018. The individual received severance in calendar year 2018, which is included in Form 990, Part VII, Column (D). Due to a confidentiality agreement, neither the name nor the amount will be listed.
PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B JENNIFER SAMPSON RECEIVED PAYMENTS FROM UWMD TO HER 457F PLAN. THE PAYMENTS TOTALED $24,300 FOR CALENDAR YEAR 2018 AND ARE REPORTED IN SCHEDULE J, PART II, COLUMN C ALONG WITH THE PAYMENTS TO HER 403B PLAN.
Schedule J (Form 990) 2018
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 imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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 28 451,452 FMV
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 7 28,109 FMV
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 nonstandard contributions?
31
 
No
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
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) (2018)
Schedule M (Form 990) (2018)
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
METHOD USED SCHEDULE M, PART I UWMD USES THE NUMBER OF CONTRIBUTIONS AS THE METHOD FOR DETERMINING THE AMOUNT IN COLUMN (B).
Schedule M (Form 990) (2018)

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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
United Way of Metropolitan Dallas Inc
 
Employer identification number

75-6005352
Return Reference Explanation
ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 IN EDUCATION WE SEEK TO GIVE KIDS A STRONG START, PROVIDE QUALITY OUT-OF-SCHOOL TIME, AND STRONG PATHWAYS THROUGH HIGH SCHOOL TO COLLEGE AND CAREER. IN INCOME WE INVEST IN PROGRAMS THAT HELP NORTH TEXANS GET AND KEEP BETTER JOBS, ESTABLISH SAVINGS, AND HOLD ON TO MORE OF WHAT THEY EARN. IN HEALTH WE CREATE, LEAD, AND INVEST IN PROGRAMS THAT ENABLE RESIDENTS TO GET AND STAY HEALTHY. IN FISCAL YEAR 2018-2019, TOGETHER WE PUT OPPORTUNITY IN THE HANDS OF 1,084,804 NORTH TEXANS. WE INVITE ALL NORTH TEXANS TO BE PART OF THE CHANGE BY GIVING, ADVOCATING AND VOLUNTEERING.
PROGRAM SERVICE ACCOMPLISHMENT FORM 990, PART III, LINE 4B exceptional Education, Income, and health programs. Education, Income, and health form the foundation on which opportunity is built. When we Strengthen these building blocks, we put opportunity in the hands of north Texans.
PROGRAM SERVICE ACCOMPLISHMENT FORM 990, PART III, LINE 4C CHILDREN ENROLLED IN THE PROGRAM. 2. THE TEXAS HOME VISITING PROGRAM, FUNDED BY THE TEXAS DEPARTMENT OF FAMILY AND PROTECTIVE SERVICES (DFPS), HELPS GOOD PEOPLE BECOME GREAT PARENTS. THIS PROGRAM MATCHES DALLAS COUNTY AND COLLIN COUNTY FAMILIES WITH A TRAINED HOME VISITOR, A NURSE, EXPERIENCED PARENT, TRAINED PROFESSIONAL OR VOLUNTEER TO ANSWER QUESTIONS, OFFER ADVICE, PROVIDE SUPPORT, AND TEACH PARENTS HOW TO PREPARE THEIR KIDS FOR KINDERGARTEN. IN FISCAL YEAR 2018-2019, 698 FAMILIES RECEIVED HOME VISIT PROGRAM SERVICES. 3. GROW SOUTH, GROW STRONG, SERVES 1,700 STUDENTS AND THEIR FAMILIES WITHIN THREE TARGETED SCHOOLS IN DALLAS ISDS ROOSEVELT FEEDER PATTERN. THE INITIATIVE AIMS TO SUPPORT STUDENTS AND FAMILIES AND ENGAGE THE COMMUNITY AND CORPORATIONS THROUGH TARGETED PROGRAMS, WORKSHOPS, AND EVENTS IN AN EFFORT TO CAPITALIZE ON THE COMMUNITYS BIGGEST OPPORTUNITIES AND ADDRESS THE COMMUNITYS BIGGEST CHALLENGES. 4. FUTURE FOCUS HELPS NORTH TEXAS STUDENTS UNDERSTAND THEIR OPTIONS AFTER GRADUATION BY PROVIDING COLLEGE AND CAREER EXPLORATION, SKILLS BUILDING SESSIONS, AND CORPORATE VISITS. STUDENTS ARE GUIDED THROUGH JOB READINESS CONTENT, LEARN FROM GUEST SPEAKERS, ENGAGE IN SMALL GROUP WORK AND PANEL DISCUSSIONS, TOUR A LOCAL COLLEGE CAMPUS AND EARN COMMUNITY SERVICE HOURS. 80% OF PARTICIPANTS HAVE IDENTIFIED A CAREER THEY WANT TO PURSUE AFTER HIGH SCHOOL AND 96% WHO PRACTICED IN MOCK INTERVIEWS FELT COMFORTABLE INTERVIEWING FOR A JOB. 5. PATHWAYS TO ECONOMIC MOBILITY HELPS FAMILIES INCREASE SAVINGS, IMPROVE CREDIT SCORES, REDUCE DEBT AND AVOID PREDATORY LENDING PRODUCTS. IN FISCAL YEAR 2018-2019, UNITED WAY HELPED MORE THAN 15,000 INDIVIDUALS ACCESS OVER $18 MILLION IN TAX REFUNDS AND SAVINGS, HELPED OVER 6,500 PEOPLE FIND BETTER EMPLOYMENT, INCREASED SAVINGS BY AN AVERAGE OF $800, REDUCED DEBT BY AN AVERAGE OF $1,800, AND PROVIDED CAPACITY BUILDING AND NETWORKING OPPORTUNITIES TO MORE THAN 100 ORGANIZATIONS IN THE REGION. 6. THE HEALTHY OUTCOMES THROUGH PREVENTION AND EARLY INTERVENTION SUPPORT (HOPES) PROGRAM, FUNDED BY THE TEXAS DEPARTMENT OF FAMILY AND PROTECTIVE SERVICES (DFPS), HELPS DALLAS COUNTY PARENTS CREATE HOME ENVIRONMENTS IN WHICH YOUNG CHILDREN CAN THRIVE. WORKING WITH CLINICS, ORGANIZATIONS, AND GOVERNMENT AGENCIES, THE PROGRAMS STAFF HELPS FAMILIES RECEIVE INSTRUCTION, SUPPORT, AND COMMUNITY RESOURCES. APPROXIMATELY 449 FAMILIES RECEIVED DIRECT PARENT EDUCATION PROGRAM SERVICES DURING FISCAL YEAR 2018-2019. ADDITIONALLY, 16,416 FAMILIES RECEIVED SERVICE SUPPORT REFERRALS THROUGH THE HOPES PROGRAM. 7. HEALTHY ZONE SCHOOL (HZS) PROGRAM, SUPPORTS AND REWARDS SCHOOLS THAT PROMOTE HEALTHY BEHAVIORS. THE PROGRAM PROVIDES OVER 197 SCHOOLS WITH TOOLS AND RESOURCES TO CREATE A HEALTH-CONSCIOUS CULTURE AND ENGAGE THE SURROUNDING COMMUNITY IN A GROUP EFFORT TO ENCOURAGE HABITS FOR LIFELONG WELLBEING. RESULTS HAVE SHOWN THAT 73% OF STUDENTS IMPROVED AEROBIC CAPACITY AND 65% OF STUDENTS MOVED IN A HEALTHY DIRECTION FOR BODY COMPOSITION. 8. NORTH TEXAS SUMMER AND SUPPER COUNCIL, A MEMBER-LED COALITION OF ORGANIZATIONS IMPLEMENTING SUMMER AND SUPPER MEAL PROGRAMS FOR CHILDREN IN QUALIFYING AREAS. THE COUNCIL BUILDS CAPACITY AND WORKS TO INCREASE AWARENESS OF THE ISSUE OF FOOD INSECURITY AND AVAILABILITY OF AREA PROGRAMS FOR THE MORE THAN 30 MEMBER ORGANIZATIONS WHO SERVE OVER ONE MILLION MEALS IN VARIOUS LOCATIONS THROUGHOUT NORTH TEXAS. 9. UNITED WAY SOCIAL INNOVATION ACCELERATOR IS A MENTOR-DRIVEN SOCIAL INNOVATION FUND AND IMPACT ACCELERATOR PROGRAM THAT INVESTS SEED FUNDING AND RESOURCES IN PROMISING SOCIAL VENTURES FOCUSED ON SOLUTIONS THAT TACKLE COMMUNITY CHALLENGES IN EDUCATION, FINANCIAL STABILITY, AND HEALTH. IN FISCAL YEAR 2018-2019, THE PROGRAM SUPPORTED 11 FELLOWS. 10. SOUTHERN DALLAS THRIVES IS AN INITIATIVE THAT WORKS ALONGSIDE SOUTHERN DALLAS COMMUNITIES TO ADDRESS ACCESS TO HEALTHY MEALS, IMPROVING THE QUALITY OF CHILDCARE, AND PREPARING HIGH SCHOOL STUDENTS FOR COLLEGE/CAREER SUCCESS. 11. THE NONPROFIT SUCCESS INSTITUTE STRENGTHENS AND SUPPORTS ORGANIZATIONS AND NONPROFITS AT DIFFERENT STAGES OF GROWTH IN SOUTHERN DALLAS AND COLLIN COUNTY. IN PARTNERSHIP WITH COMMUNITIES FOUNDATION OF TEXAS AND STATE FAIR OF TEXAS, THIS PROGRAM PROVIDES TRAINING AND RESOURCES TO ENABLE SMALL AND MEDIUM SIZED NONPROFITS, CHURCHES, AND NEIGHBORHOOD ASSOCIATIONS TO OPERATE MORE EFFICIENTLY, INCREASE THEIR IMPACT, AND SUCCESSFULLY COMPETE FOR FUNDING. IN FISCAL YEAR 2018-2019, THE PROGRAM SUPPORTED 17 ORGANIZATIONS AND INVESTED MORE THAN $145,000 INTO TARGETED NONPROFITS.
EXECUTIVE COMMITTEE FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS CHAIRED BY THE BOARD CHAIR AND COMPRISED OF THE BOARD OFFICERS AND THE PRESIDENT AND CEO. THE BOARD CHAIR MAY ELECT TO INCLUDE ADDITIONAL MEMBERS. THE EXECUTIVE COMMITTEE MEETS REGULARLY WITH THE PRESIDENT AND CEO AND MONITORS AND OVERSEES GOVERNANCE AND ORGANIZATIONAL ISSUES ON BEHALF OF THE BOARD.
FORM 990 REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT CPA FIRM SPECIALIZING IN TAX PREPARATION SERVICES PREPARED THE FORM 990 USING INFORMATION FROM AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY UWMD STAFF. UWMD STAFF REVIEWED THE COMPLETED FORM 990. THE RETURN IS DELIVERED TO MEMBERS OF THE AUDIT AND ETHICS COMMITTEE AND BOARD FOR REVIEW AND COMMENTS. A FINAL COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING WITH THE IRS.
CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT FORM 990, PART VI, SECTION B, LINE 12C THE CODE OF BUSINESS CONDUCT, ETHICS AND CONFLICT OF INTEREST IS DISTRIBUTED TO DIRECTORS, OFFICERS, STANDING COMMITTEE MEMBERS, AND EMPLOYEES ON AN ANNUAL BASIS. DIRECTORS, OFFICERS, STANDING COMMITTEE MEMBERS, AND EMPLOYEES ARE REQUIRED TO SIGN AN AFFIRMATIVE ACTION STATEMENT OF COMPLIANCE AND TO DISCLOSE TO UWMD ANY FINANCIAL OR OTHER RELATIONSHIPS THAT COULD POTENTIALLY GIVE RISE TO A CONFLICT OF INTEREST ALONG WITH THE REASONS, IF ANY, THEY BELIEVE SUCH RELATIONSHIPS WOULD NOT VIOLATE THE CONFLICT OF INTEREST DEFINITIONS PER THE IRS INSTRUCTIONS TO THE FORM 990. BOARD MEMBERS ARE REQUIRED TO RECUSE THEMSELVES FROM DISCUSSIONS AND DECISIONS IMPACTING POTENTIAL CONFLICT OF INTERESTS. COMPLETED CODE OF BUSINESS CONDUCT, ETHICS AND CONFLICT OF INTEREST FORMS ARE REVIEWED BY THE LEADERSHIP TEAM TO DETERMINE IF FURTHER ACTIONS ARE REQUIRED.
PROCESS FOR DETERMINING COMPENSATION FORM 990, PART VI, SECTION B, LINES 15A & 15B THE COMPENSATION COMMITTEE IS THE EXECUTIVE COMMITTEE OF THE BOARD. THE COMMITTEE HAS THE RESPONSIBILITY OF DETERMINING AND RECOMMENDING TO THE BOARD FOR APPROVAL THE SENIOR LEADERSHIP TEAM COMPENSATION AND BENEFITS. UWMD'S VICE PRESIDENT OF HUMAN RESOURCES PROVIDES FACTUAL, SUPPORTIVE, AND COMPARATIVE INFORMATION, AS REQUESTED. THE COMMITTEE REVIEWS AND APPROVES UWMD'S GOALS AND OBJECTIVES RELEVANT TO CEO COMPENSATION AND EVALUATES THE PERFORMANCE OF THE CEO ANNUALLY AGAINST THOSE GOALS AND OBJECTIVES. THE COMMITTEE RECOMMENDS TO THE BOARD, FOR APPROVAL, THE CEO'S COMPENSATION PACKAGE BASED ON THIS EVALUATION. THE DELIBERATIONS AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED IN CONTEMPORANEOUS SUBSTANTIATION. THE COMMITTEE WILL REVIEW ANNUALLY ALL INCENTIVE COMPENSATION PLANS AND/OR SPECIAL COMPENSATION ARRANGEMENTS FOR MEMBERS OF UWMD'S LEADERSHIP TEAM AND OTHER STAFF MEMBERS AS APPROPRIATE, INCLUDING BONUS AND INCENTIVE AWARDS, SEVERANCE PACKAGES, EMPLOYMENT AGREEMENTS, AND/OR OTHER SPECIAL SUPPLEMENTAL BENEFITS.
HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC FORM 990, PART VI, SECTION C, LINES 18 & 19 UWMD'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. REQUESTS MAY BE SENT TO UWMD ACCOUNTING AND FINANCE, 1800 N. LAMAR STREET, DALLAS, TX 75202. REQUESTS CAN ALSO BE MADE BY CALLING THE ACCOUNTING AND FINANCE DEPARTMENT AT (214) 978-0000. AUDITED FINANCIAL STATEMENTS AND FILED 990 FORMS ARE AVAILABLE BY ACCESSING UWMD'S WEBSITE AT WWW.UNITEDWAYDALLAS.ORG. AFTER REACHING THE WEBSITE, GO TO "ABOUT" THEN "FINANCIALS" TO OBTAIN THE NECESSARY INFORMATION.
DONOR DESIGNATED FUNDS FORM 990, PARTS VIII & IX THE AMOUNTS REPORTED IN THESE SECTIONS INCLUDE $27,364,714 OF DONOR DESIGNATED REVENUE AND $25,862,126 OF DONOR DESIGNATED GRANTS. $1,433,333 of the donor designated funds was granted to United Way Foundation of Metropolitan Dallas, a related organization.
OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 9 CHANGE OF INTEREST HELD IN TRUSTS 239,924 NET DESIGNATION TO AGENCIES (1,502,588) ----------- TOTAL OTHER CHANGES IN NET ASSETS OR FUND BALANCES ($1,262,664)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


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 Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2018
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 		ENDOWMENT TX 501(C)(3) 12-I UWMD
 
Yes
 












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
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) 2018
Schedule R (Form 990) 2018
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
Yes
 
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
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
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

 B 80,196 FMV
(2) UNITED WAY FOUNDATION OF METROPOLITAN DALLAS

 C 2,535,000 FMV
(3) UNITED WAY FOUNDATION OF METROPOLITAN DALLAS

 O 594,366 FMV



Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
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) 2018
Schedule R (Form 990) 2018
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) 2018

Additional Data


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