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
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 07-01-2019 , and ending 06-30-2020
BCheck if applicable:
CName of organization
UNITED WAY OF METROPOLITAN DALLAS INC
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1800 N LAMAR STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX75202
D Employer identification number

75-6005352
E Telephone number

G Gross receipts $ 54,917,288
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 (CONTINUED IN PART III)
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 2019 (Part V, line 2a) ...... 5 110
6 Total number of volunteers (estimate if necessary) ............. 6 10,415
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 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 63,322,626 53,655,309
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 260,983 162,532
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,199,114 1,099,447
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 64,782,723 54,917,288
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 48,166,437 38,629,217
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) 9,498,695 9,795,247
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet5,959,046    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 6,836,022 6,088,682
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 64,501,154 54,513,146
19 Revenue less expenses. Subtract line 18 from line 12....... 281,569 404,142
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 44,510,523 44,474,521
21 Total liabilities (Part X, line 26)............. 13,216,075 12,498,289
22 Net assets or fund balances. Subtract line 21 from line 20..... 31,294,448 31,976,232
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2019)
Form 990 (2019)
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 $ 27,190,721 including grants of $ 21,919,253 ) (Revenue $ 0 )
UWMD CREATES AND INVESTS IN INITIATIVES AND ORGANIZATIONS THAT SUPPORT EDUCATION, INCOME, AND HEALTH THROUGH FOUR METROPOLITAN DALLAS COUNTIES. TOGETHER, WE TACKLE COMPLEX, INTERCONNECTED ISSUES AND CREATE LASTING CHANGE IN OUR COMMUNITY. WE USE OUR RESOURCES AND NETWORKS TO BRING THE BEST PEOPLE, IDEAS, AND PROJECTS TOGETHER TO CREATE OPPORTUNITIES FOR NORTH TEXAS. WE FOSTER SOCIAL INNOVATION, MOBILIZE VOLUNTEERS, DRIVE BUSINESS PARTICIPATION, AND SPUR THE PUBLIC AND LAWMAKERS TO ACT FOR THE COMMON GOOD.WORKING WITH OTHER COMMUNITY LEADERS, UWMD HAS SET BOLD ASPIRE UNITED GOALS FOR 2030. IN EDUCATION WE SEEK TO INCREASE BY 50% THE NUMBER OF NORTH TEXAS STUDENTS READING ON GRADE LEVEL (CONTINUED IN SCHEDULE O) BY THIRD GRADE. IN INCOME WE SEEK TO INCREASE THE NUMBER OF NORTH TEXAS YOUNG ADULTS WHO EARN A LIVING WAGE BY 20%. IN HEALTH WE SEEK TO INCREASE TO 96% THE NUMBER OF NORTH TEXANS WITH ACCESS TO AFFORDABLE HEALTH CARE INSURANCE. IN FISCAL YEAR 2019-2020, UWMD CREATED POSITIVE IMPACT ON THE LIVES OF MORE THAN 1.2 MILLION NORTH TEXANS AND INVESTED IN 120 EXCEPTIONAL EDUCATION, INCOME, AND HEALTH ORGANIZATIONS. EDUCATION712,000 STUDENTS, FROM PRE-K THROUGH HIGH SCHOOL, ON THE PATH TO EDUCATION SUCCESS.INCOME157,000 RESIDENTS RECEIVED ASSISTANCE TO GET AND KEEP BETTER JOBS, GET OUT OF DEBT AND BUILD SAVINGS FOR THE FUTURE.HEALTH332,000+ NORTH TEXANS RECEIVED ACCESS TO THE PRIMARY HEALTH AND WELLNESS RESOURCES THEY NEED TO LIVE HEALTHY LIVES.
4b (Code:   ) (Expenses $ 14,031,284 including grants of $ 14,031,284 ) (Revenue $ 998,847 )
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 2019-2020, UWMD PROCESSED $14,031,284 MILLION IN DESIGNATIONS.
4c (Code:   ) (Expenses $ 4,814,265 including grants of $ 2,678,680 ) (Revenue $ 10,790 )
UWMD BUILDS AND LEADS COLLABORATIVE INITIATIVES THAT ENSURE MORE STUDENTS GRADUATE READY TO SUCCEED, ENABLE MORE FAMILIES TO BECOME FINANCIALLY STABLE, AND GIVE PEOPLE THE TOOLS TO LEAD HEALTHY, PRODUCTIVE LIVES. EXAMPLES INCLUDE:1. PATHWAYS TO ECONOMIC MOBILITY HELPS FAMILIES INCREASE SAVINGS, IMPROVE CREDIT SCORES, REDUCE DEBT AND AVOID PREDATORY LENDING PRODUCTS. IN FISCAL YEAR 2019-2020, UWMD HELPED MORE THAN 12,500 INDIVIDUALS ACCESS OVER $18.5 MILLION IN TAX REFUNDS AND SAVINGS, HELPED OVER 4,300 PEOPLE FIND BETTER EMPLOYMENT, INCREASED SAVINGS BY AN AVERAGE OF $1,300.32, REDUCED DEBT BY AN AVERAGE OF $23,276, AND PROVIDED CAPACITY BUILDING AND NETWORKING (CONTINUED IN SCHEDULE O) OPPORTUNITIES TO MORE THAN 100 ORGANIZATIONS IN THE REGION.2. GROW SOUTH, GROW STRONG, SERVES 1,700 STUDENTS AND THEIR FAMILIES WITHIN THREE TARGETED SCHOOLS IN DALLAS ISD'S 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 COMMUNITY'S BIGGEST OPPORTUNITIES AND ADDRESS THE COMMUNITY'S BIGGEST CHALLENGES. 3. SOUTHERN DALLAS THRIVES IS A TARGETED INITIATIVE ADVANCING OUR MISSION AND IMPACT WITH A FOCUS ON PROVIDING CRITICAL SERVICES AND SUPPORT IN A COMMUNITY THAT HAS BEEN DISPROPORTIONATELY IMPACTED BY HISTORY OF POVERTY AND LONG-TERM SYSTEMIC AND SYSTEMATIC RACISM. THROUGH THE SOUTHERN DALLAS THRIVES INITIATIVE, UWMD AIMS TO BRING RESIDENTS, CORPORATIONS, SERVICE PROVIDERS, EDUCATORS, FUNDERS, AND CIVIC LEADERS TOGETHER TO CONTINUOUSLY IDENTIFY AND ASSESS ASSETS AND NEEDS - AND LEVERAGE RESOURCES TO BUILD AN INCLUSIVE ECONOMY IN SOUTHERN DALLAS. OUR GOAL IS TO ADVANCE LONG TERM, SUSTAINABLE ECONOMIC MOBILITY FOR MARGINALIZED WOMEN AND THEIR CHILDREN.4. UNITED WAY SOCIAL INNOVATION ACCELERATOR IS A MENTOR-DRIVEN SOCIAL INNOVATION FUND AND IMPACT ACCELERATOR PROGRAM THAT INVESTS IN ORGANIZATIONS THAT ARE FOCUSED ON IMPLEMENTING NOVEL SOLUTIONS TO COMMUNITY CHALLENGES IN EDUCATION, FINANCIAL STABILITY, AND HEALTH THROUGH SEED FUNDING, INTENSIVE PROFESSIONAL DEVELOPMENT, MENTORSHIP AND COACHING, AND INCREASED VISIBILITY OPPORTUNITIES. IN FISCAL YEAR 2019-2020 THE PROGRAM SUPPORTED 10 FELLOWS; $250,000 IN SEED FUNDING WAS INVESTED IN THE FELLOWS.5. 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. 6. 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 2019-2020, 586 FAMILIES RECEIVED HOME VISIT PROGRAM SERVICES.7. 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 PROGRAM'S STAFF HELPS FAMILIES RECEIVE INSTRUCTION, SUPPORT, AND COMMUNITY RESOURCES. APPROXIMATELY 568 FAMILIES RECEIVED DIRECT PARENT EDUCATION PROGRAM SERVICES DURING FISCAL YEAR 2019-2020. ADDITIONALLY, 14,144 FAMILIES RECEIVED SERVICE SUPPORT REFERRALS THROUGH THE HOPES PROGRAM. 8. NORTH TEXAS SUMMER AND SUPPER COUNCIL, A MEMBER-LED COALITION OF NORTH TEXAS ORGANIZATIONS WORKING TO BUILD CAPACITY AND INCREASE AWARENESS OF THE ISSUES WITH CHILD FOOD INSECURITY AND ACCESS. THE GOAL OF THE COUNCIL IS TO INCREASE THE EFFICIENCY AND EFFECTIVENESS OF SUMMER MEALS, AFTERSCHOOL SUPPER, AND NATIONAL SCHOOL LUNCH PROGRAMS TO ENSURE ACCESS TO HEALTHY MEALS FOR EVERY CHILD. THE COUNCIL DRAWS UPON A MYRIAD OF BEST PRACTICES AND IMPLEMENTATION TECHNIQUES TO BETTER EQUIP CONTRACTING ENTITIES IN HIGH NEED AREAS WITH TOOLS FOR SUCCESS, WHILE OFFERING A COLLABORATIVE ENVIRONMENT FOR OPEN DIALOGUE. 9. 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 2019-2020 THE PROGRAM SUPPORTED 12 ORGANIZATIONS AND INVESTED MORE THAN $40,050 INTO TARGETED NONPROFITS.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet46,036,270
Form 990 (2019)
Form 990 (2019)
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 V......
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 XIIClick 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
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) 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, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? 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
86
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 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
110
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
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
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 (2019)
Form 990 (2019)
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 (2019)
Form 990 (2019)
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.

See instructions for the order in which to list the persons above.
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) JENNIFER SAMPSON......................................................................
PRESIDENT AND CEO
 32.00
.................
8.00 		    X       689,843 0 82,857
(2) SUSAN HOFF......................................................................
CHIEF IMPACT/STRATEGY OFFICER
 34.00
.................
6.00 		    X       410,247 0 44,513
(3) KATHERINE STENESEN......................................................................
CDO - THRU 01/2020
 32.00
.................
8.00 		    X       233,730 0 38,553
(4) STEVEN KRAVIT......................................................................
SVP, IT & BLDG SVCS- THRU 03/2020
 40.00
.................
0.00 		      X     226,874 0 42,925
(5) ASHLEY BRUNDAGE......................................................................
SVP, COMMUNITY IMPACT
 40.00
.................
0.00 		        X   140,389 0 42,752
(6) JAIME GARCIA......................................................................
DIRECTOR, ENTERPRISE ANALYTICS
 40.00
.................
0.00 		        X   130,290 0 24,572
(7) MELISSA BAIR......................................................................
VP, CORPORATE ENGAGEMENT
 40.00
.................
0.00 		        X   128,911 0 17,421
(8) CANDACE GARDNER......................................................................
SVP, HUMAN RESOURCES
 40.00
.................
0.00 		        X   125,237 0 42,097
(9) GREGORY MANGUM......................................................................
VP, ECONOMIC MOBILITY
 40.00
.................
0.00 		        X   120,818 0 18,496
(10) JANICE HARISSIS......................................................................
CFO
 38.00
.................
2.00 		    X       99,504 0 476
(11) JENNIFER REEVES......................................................................
CORPORATE SECRETARY
 40.00
.................
0.00 		    X       90,728 0 22,121
(12) JASON DOWNING......................................................................
BOARD CHAIR
 5.00
.................
0.00 		X   X       0 0 0
(13) CLINT MCDONNOUGH......................................................................
UWFMD BOARD CHAIR
 5.00
.................
5.00 		X   X       0 0 0
(14) MICHELLE VOPNI......................................................................
TREASURER
 5.00
.................
0.00 		X   X       0 0 0
(15) CHARLENE LAKE......................................................................
VICE CHAIR
 5.00
.................
0.00 		X           0 0 0
(16) ANNE MOTSENBOCKER......................................................................
ALM, IMMEDIATE PAST BOARD CHAIR
 2.00
.................
0.00 		X           0 0 0
(17) RICK BRIDWELL......................................................................
AT-LARGE MEMBER
 2.00
.................
0.00 		X           0 0 0
Form 990 (2019)
Form 990 (2019)
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) JORGE CORRAL........................................................................
AT-LARGE MEMBER
 2.00
.......................0.00 		X           0 0 0
(19) DARRELL CRALL........................................................................
AT-LARGE MEMBER
 2.00
.......................0.00 		X           0 0 0
(20) REGEN FEARON........................................................................
AT-LARGE MEMBER
 2.00
.......................0.00 		X           0 0 0
(21) RICHARD FEDOCK........................................................................
AUDIT AND ETHICS CHAIR
 5.00
.......................0.00 		X           0 0 0
(22) JAMES HINTON........................................................................
AT-LARGE MEMBER
 2.00
.......................0.00 		X           0 0 0
(23) SCOTT HUDSON........................................................................
AT-LARGE MEMBER
 2.00
.......................0.00 		X           0 0 0
(24) PETE LERMA........................................................................
AT-LARGE MEMBER
 2.00
.......................0.00 		X           0 0 0
(25) DAVID MARTIN........................................................................
AT-LARGE MEMBER
 2.00
.......................0.00 		X           0 0 0
(26) GAIL MCDONALD........................................................................
AT-LARGE MEMBER
 2.00
.......................0.00 		X           0 0 0
(27) SCOTT MOORE........................................................................
AT-LARGE MEMBER
 2.00
.......................0.00 		X           0 0 0
(28) DAVID PARK........................................................................
AT-LARGE MEMBER
 2.00
.......................0.00 		X           0 0 0
(29) SANDRA PHILLIPS ROGERS........................................................................
AT-LARGE MEMBER
 2.00
.......................0.00 		X           0 0 0
(30) JENNIFER SAENZ........................................................................
AT-LARGE MEMBER
 2.00
.......................0.00 		X           0 0 0
(31) PETER SEFZIK........................................................................
AT-LARGE MEMBER
 2.00
.......................0.00 		X           0 0 0
(32) JULIE VAN HAREN........................................................................
RESOURCE DEVELOPMENT CHAIR
 5.00
.......................0.00 		X           0 0 0
(33) STEVEN WILLIAMS........................................................................
AT-LARGE MEMBER
 2.00
.......................0.00 		X           0 0 0
(34) BOB WRIGHT........................................................................
COMMUNITY IMPACT CHAIR
 5.00
.......................0.00 		X           0 0 0
(35) CHRIS WYSE........................................................................
AT-LARGE MEMBER
 2.00
.......................0.00 		X           0 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 2,396,571 0 376,783
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 MediumBullet18
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 		HEALTHY ZONE SCHOOLS PROGRAM 506,200
DALLAS INDEPENDENT SCHOOL DISTRICT

801 MAIN STREET
DALLAS,TX75202 		THVP CONTRACTOR 298,228
ACIS INC

1028 N MCDONALD SUITE 900
MCKINNEY,TX75069 		BUILDING REPAIRS AND MAINTENANCE 272,453
DALLAS COUNTY HOSPITAL DISTRICT

PO BOX 660599
DALLAS,TX75266 		HOPES PROGRAM CONTRACTOR 250,107
TOTAGO TECHNOLOGIES

1016 COVE MEADOW CT
CEDAR HILL,TX75104 		DATA ANALYTICS 143,040
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet10
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 222,399
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 2,685,000
e Government grants (contributions)1e 3,875,728
f All other contributions, gifts, grants, and similar amounts not included above1f 46,872,182
g Noncash contributions included in lines 1a - 1f:$ 1g 255,672
h Total. Add lines 1a-1f.......MediumBullet 53,655,309
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet  
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 162,532     162,532
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss)     6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory     7a
b Less: cost or other basis and sales expenses     7b
c Gain or (loss)     7c
d Net gain or (loss).........MediumBullet        
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a DESIGNATION PROCESSING FEES 561000 998,847 998,847    
b FLEX CREDITS 900099 52,919     52,919
c DEFERRED COMPENSATION REVENUE 900099 19,982     19,982
d All other revenue .... 27,699 10,790   16,909
e Total. Add lines 11a–11d ...... MediumBullet 1,099,447
12 Total revenue. See instructions.....MediumBullet 54,917,288 1,009,637 0 252,342
Form 990 (2019)
Form 990 (2019)
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 .... 38,629,217 38,629,217
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 2,093,754 634,832 343,284 1,115,638
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 5,966,406 2,361,538 1,075,782 2,529,086
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 301,569 110,126 71,322 120,121
9 Other employee benefits ....... 890,674 355,941 138,878 395,855
10 Payroll taxes ........... 542,844 207,189 90,032 245,623
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 3,359 234 2,850 275
c Accounting ........... 115,365 35,174 36,509 43,682
d Lobbying ........... 25,853 25,853    
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 1,702,717 830,332 413,736 458,649
12 Advertising and promotion .... 980,592 728,563 2,780 249,249
13 Office expenses ....... 87,778 37,434 16,199 34,145
14 Information technology ...... 473,294 203,799 100,423 169,072
15 Royalties ..        
16 Occupancy ........... 624,481 538,200 28,777 57,504
17 Travel ............ 74,209 47,135 10,818 16,256
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 444,396 162,959 13,110 268,327
20 Interest ...........        
21 Payments to affiliates ....... 603,486 474,823 34,580 94,083
22 Depreciation, depletion, and amortization .. 754,638 593,749 43,241 117,648
23 Insurance ... 70,880 3,782 67,017 81
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 46,321 30,958 10,517 4,846
b EMPLOYEE RELATIONS 29,383 8,283 4,672 16,428
c EXTERNAL GIFTS 28,367 13,766 10,430 4,171
d INVENTORY WRITE-OFF 16,357 0 0 16,357
e All other expenses 7,206 2,383 2,873 1,950
25 Total functional expenses. Add lines 1 through 24e 54,513,146 46,036,270 2,517,830 5,959,046
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 (2019)
Form 990 (2019)
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 ........ 3,725,649 1 7,689,161
2 Savings and temporary cash investments ......... 7,657,170 2 4,347,798
3 Pledges and grants receivable, net ...... 14,278,963 3 13,765,195
4 Accounts receivable, net .............   4  
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 210,821 9 434,626
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 13,283,888
b Less: accumulated depreciation 10b 7,943,478 5,675,606 10c 5,340,410
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 ...............   14  
15 Other assets. See Part IV, line 11 ........... 12,962,314 15 12,897,331
16 Total assets. Add lines 1 through 15 (must equal line 33)... 44,510,523 16 44,474,521
Liabilities 17 Accounts payable and accrued expenses ..... 1,628,873 17 1,375,305
18 Grants payable ... 7,368,965 18 7,382,500
19 Deferred revenue ......... 0 19 0
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties .. 0 24 1,398,300
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 4,218,237 25 2,342,184
26 Total liabilities. Add lines 17 through 25.. 13,216,075 26 12,498,289
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 3,210,163 27 6,133,757
28 Net assets with donor restrictions ........... 28,084,285 28 25,842,475
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 31,294,448 32 31,976,232
33 Total liabilities and net assets/fund balances ........ 44,510,523 33 44,474,521
Form 990 (2019)
Form 990 (2019)
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
54,917,288
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
54,513,146
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
404,142
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
31,294,448
5
Net unrealized gains (losses) on investments ...............
5
62,800
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
214,842
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
31,976,232
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 (2019)
Form 990 (2019)
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 instructions and the latest information.
OMB No. 1545-0047
2019
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed 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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 58,645,962 62,951,397 56,302,770 63,322,626 53,655,309 294,878,064
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 58,645,962 62,951,397 56,302,770 63,322,626 53,655,309 294,878,064
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).. 79,478,686
6 Public support. Subtract line 5 from line 4. 215,399,378
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4.. 58,645,962 62,951,397 56,302,770 63,322,626 53,655,309 294,878,064
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 98,394 93,400 163,334 262,509 162,532 780,169
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 19,674 76,358 90,631 16,641 89,810 293,114
11 Total support. Add lines 7 through 10 295,951,347
12
12
6,370,144
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
72.780 %
15
15
73.700 %
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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) 2019

Schedule A (Form 990 or 990-EZ) 2019
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
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 2019 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-2019 		(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, 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 2019. 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 2020. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
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, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2015 AMOUNT: $ 19,674. 2016 AMOUNT: $ 76,358. 2017 AMOUNT: $ 30. 2018 AMOUNT: $ 914. 2019 AMOUNT: $ 3,386. FLEX CREDIT - 2017 AMOUNT: $ 25,682. 2018 AMOUNT: $ 9,295. 2019 AMOUNT: $ 52,919. INSURANCE COMPANY DIVIDEND - 2017 AMOUNT: $ 8,989. 2018 AMOUNT: $ 6,432. 2019 AMOUNT: $ 13,523. GROSS FUNDRAISING REVENUE - 2017 AMOUNT: $ 55,930. DEFERRED COMPENSATION - 2019 AMOUNT: $ 19,982.
Schedule A (Form 990 or 990-EZ) 2019


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
2019
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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
UNITED WAY OF METROPOLITAN DALLAS INC
  		Employer identification number
75-6005352
Part I
Contributors
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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
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) (2019)

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
2019
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) 2019

Schedule C (Form 990 or 990-EZ) 2019
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) ...................... 241,022 0
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................ 5,000 0
c Total lobbying expenditures (add lines 1a and 1b) ............................................................ 246,022 0
d Other exempt purpose expenditures ............................................................................... 54,682,670 0
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 54,928,692 0
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000 0
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 0
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................ 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................ 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) 2016 (b) 2017 (c) 2018 (d) 2019 (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 193,375 177,421 219,009 246,022 835,827
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 188,181 176,990 218,936 241,022 825,129
Schedule C (Form 990 or 990-EZ) 2019


Schedule C (Form 990 or 990-EZ) 2019
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)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
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) 2019


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 instructions and the latest information.
OMB No. 1545-0047
2019
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 FASB 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 FASB 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 FASB 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) 2019

Schedule D (Form 990) 2019
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 .... 47,147,486 45,173,952 41,867,356 34,658,230 32,928,328
b Contributions ... 2,242,870 1,799,685 3,258,494 5,769,411 3,795,736
c Net investment earnings, gains, and losses 1,682,382 2,761,370 3,137,160 4,641,271 567,397
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		3,182,266 2,587,521 3,089,058 1,420,820 1,487,395
f Administrative expenses .... 4,024,799     1,780,736 1,145,836
g End of year balance ...... 43,865,673 47,147,486 45,173,952 41,867,356 34,658,230
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet52.240 %
b
Permanent endowment SchDMd Bullet44.450 %
c
Term endowment SchDMd Bullet3.310 %
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 ....   8,797,847 5,248,591 3,549,256
c Leasehold improvements   1,059,409 440,097 619,312
d Equipment ....   2,484,226 1,584,795 899,431
e Other .....   731,147 669,995 61,152
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 5,340,410
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
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
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
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
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
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 9,659,354
(2)DUE FROM UNITED WAY FOUNDATION 3,197,775
(3)DEFERRED COMPENSATION 40,202
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 12,897,331
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  
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 2,342,184
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) 2019

Schedule D (Form 990) 2019
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 41,602,413
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 62,800
b Donated services and use of facilities ......... 2b 438,767
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -13,816,442
e Add lines 2a through 2d ..................... 2e -13,314,875
3 Subtract line 2e from line 1.................. 3 54,917,288
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c 0
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 54,917,288
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 40,920,629
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 438,767
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d -14,031,284
e Add lines 2a through 2d.................... 2e -13,592,517
3 Subtract line 2e from line 1................... 3 54,513,146
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 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 54,513,146
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
PART V, LINE 4: ADJUSTMENT TO PRIOR YEAR ENDOWMENT BALANCE DUE TO A CHANGE IN REPORTING ON THE FINANCIAL STATEMENTS, A BEGINNING BALANCE ADJUSTMENT IS BEING REPORTED IN LINE F, ADMINISTRATIVE EXPENSES OF PART V. THIS AMOUNT REPRESENTS UNCOLLECTED ACCOUNTS RECEIVABLE PREVIOUSLY INCLUDED IN THE BALANCE OF THE ENDOWMENT. THIS HAS BEEN EXCLUDED FROM THE ENDOWMENT BALANCE AS OF 2020 AND WILL BE GOING FORWARD. THIS RECEIVABLE IS STILL EXPECTED TO BE COLLECTED. THIS IS A ONE-TIME REPORTING ADJUSTMENT AND DOES NOT REPRESENT A TRUE ADMINISTRATIVE EXPENSE. INTENDED USE OF ENDOWMENT FUNDS 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.
PART X, LINE 2: LIABILITY FOR UNCERTAIN TAX POSITIONS (ASC 740) 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 CONSOLIDATED 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 FILED UNRELATED BUSINESS INCOME TAX RETURNS SINCE 2018. THEREFORE, TAX YEARS REMAIN OPEN FOR YEARS PRIOR TO 2018 IN WHICH AN INCOME TAX RETURN HAS NOT BEEN FILED. UNITED WAY AND THE FOUNDATION RECOGNIZE ANY INTEREST AND PENALTIES RELATED TO INCOME TAXES. THERE WAS NO INTEREST RELATED TO INCOME TAXES THAT HAS BEEN ACCRUED OR RECOGNIZED AS OF AND FOR THE YEARS ENDED JUNE 30, 2020 AND 2019. THERE WERE NOMINAL PENALTIES RELATED TO INCOME TAXES RECOGNIZED AS OF AND FOR THE YEARS ENDED JUNE 30, 2020 AND 2019.
PART XI, LINE 2D - OTHER ADJUSTMENTS: RECONCILIATION OF REVENUE DESIGNATIONS TO AGENCIES (13,402,738) CHANGE OF INTEREST HELD IN TRUSTS (413,704) TOTAL REVENUE INCLUDED ON BOOKS AND NOT ON RETURN- (13,816,442)
PART XII, LINE 2D - OTHER ADJUSTMENTS: RECONCILIATION OF EXPENSES DESIGNATIONS TO AGENCIES (14,031,284) TOTAL EXPENSE INCLUDED ON BOOKS AND NOT ON RETURN- (14,031,284)
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 44,474,521 50,107,687 (3,713,477) 90,868,731 TOTAL LIABILITIES 12,498,289 3,197,775 (3,713,477) 11,982,587 NET ASSETS 31,976,232 46,909,912 0 78,886,144
Schedule D (Form 990) 2019


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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
2019
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) 48,000       PROGRAM OPS COST
(2) ACHIEVE (FKA CITIZENS DEVELOPMENT CENTER)
8000 AMBASSADOR ROW
DALLAS,TX75247 		75-1008422 501(C)(3) 200,000       PROGRAM OPS COST
(3) AES LITERACY INSTITUTE
7411 HINES PLACE STE 120
DALLAS,TX75235 		83-3899952 501(C)(3) 10,000       PROGRAM OPS COST
(4) AFTER-SCHOOL ALL-STARS NORTH TEXAS
2904 FLOYD ST
DALLAS,TX75024 		95-4441208 501(C)(3) 120,000       PROGRAM OPS COST
(5) AGAPE RESOURCE & ASSISTANCE CENTER
PO BOX 861664
PLANO,TX75086 		75-2942035 501(C)(3) 90,000       PROGRAM OPS COST
(6) AIDS INTERFAITH NETWORK
501 N STEMMONS STE 200
DALLAS,TX75207 		75-2241382 501(C)(3) 10,000       PROGRAM OPS COST
(7) ALLEN COMMUNITY OUTREACH
801 E MAIN STREET
ALLEN,TX75002 		75-1986190 501(C)(3) 40,000       PROGRAM OPS COST
(8) ALLIANCE CHILD & FAMILY SOLUTIONS
1307 8TH AVE SUITE 310
FORT WORTH,TX76104 		46-2117819 501(C)(3) 10,000       PROGRAM OPS COST
(9) ALS ASSOCIATION TEXAS CHAPTER
14555 DALLAS PARKWAY SUITE 100-219
DALLAS,TX75254 		74-2678974 501(C)(3) 10,000       PROGRAM OPS COST
(10) ASSISTANCE CENTER OF COLLIN COUNTY
900 EAST 18TH STREET
PLANO,TX75074 		75-1550604 501(C)(3) 42,500       PROGRAM OPS COST
(11) AUSTIN STREET CENTER
2929 HICKORY STREET
DALLAS,TX75226 		75-1881365 501(C)(3) 38,675       PROGRAM OPS COST
(12) AVANCE DALLAS
2060 SINGLETON BLVD
DALLAS,TX75212 		75-2699260 501(C)(3) 659,491       PROGRAM OPS COST
(13) BAYLOR HEALTH CARE SYSTEM FOUNDATION
3600 GASTON AVENUE BARNETT TOWER
STE 100
DALLAS,TX75246 		75-1606705 501(C)(3) 115,000       PROGRAM OPS COST
(14) BAYLOR UNIVERSITY
1111 W MOCKINGBIRD STE 1350
DALLAS,TX75247 		74-1159753 501(C)(3) 77,000       PROGRAM OPS COST
(15) BEACON HILL PREPARATORY INSTITUTE
1402 CORINTH STREET SUITE 257
DALLAS,TX75215 		42-1624235 501(C)(3) 90,300       PROGRAM OPS COST
(16) BELKNAP MINISTRIES
9424 MILITARY PKWY
DALLAS,TX75227 		45-2810447 501(C)(3) 15,000       PROGRAM OPS COST
(17) BETTER BLOCK FOUNDATION
PO BOX 4007
DALLAS,TX75382 		47-4885264 501(C)(3) 55,000       PROGRAM OPS COST
(18) BIG BROTHERS BIG SISTERS LONE STAR
450 EAST JOHN CARPENTER FREEWAY
IRVING,TX75062 		75-0800632 501(C)(3) 100,600       PROGRAM OPS COST
(19) BIG THOUGHT
1409 SOUTH LAMAR STREET SUITE 1015
DALLAS,TX75215 		75-2170035 501(C)(3) 30,000       PROGRAM OPS COST
(20) BOLD IDEA
2904 FLOYD STREET SUITE A
DALLAS,TX75204 		47-3742945 501(C)(3) 8,000       PROGRAM OPS COST
(21) BOY SCOUTS OF AMERICA CIRCLE TEN COUNCIL
8605 HARRY HINES BLVD
DALLAS,TX75235 		75-0800615 501(C)(3) 100,000       PROGRAM OPS COST
(22) BOYS & GIRLS CLUB OF NORTHEAST TEXAS INC
PO BOX 1876
GREENVILLE,TX75403 		75-2174005 501(C)(3) 10,000       PROGRAM OPS COST
(23) BOYS & GIRLS CLUBS OF COLLIN COUNTY
7790 MAIN STREET
FRISCO,TX75033 		75-1296869 501(C)(3) 55,000       PROGRAM OPS COST
(24) BOYS & GIRLS CLUBS OF GREATER DALLAS
PO BOX 140189
DALLAS,TX75214 		75-1152657 501(C)(3) 193,000       PROGRAM OPS COST
(25) BRASWELL CHILD DEVELOPMENT CENTER
2203 S 2ND AVENUE
DALLAS,TX75210 		75-2538361 501(C)(3) 6,000       PROGRAM OPS COST
(26) BRIDGE STEPS DBA THE BRIDGE
1818 CORSICANA ST
DALLAS,TX75201 		45-3452817 501(C)(3) 78,675       PROGRAM OPS COST
(27) BRIGHTER TOMORROWS
PO BOX 532151
GRAND PRAIRIE,TX75053 		75-2291809 501(C)(3) 8,000       PROGRAM OPS COST
(28) BROTHER BILL'S HELPING HAND
3906 N WESTMORELAND
DALLAS,TX75212 		75-6027740 501(C)(3) 15,000       PROGRAM OPS COST
(29) BUCKNER CHILDREN AND FAMILY SERVICES INC
700 N PEARL SUITE 1200
DALLAS,TX75201 		75-2571395 501(C)(3) 10,000       PROGRAM OPS COST
(30) CAFE MOMENTUM
1510 PACIFIC AVENUE
DALLAS,TX75201 		32-0384561 501(C)(3) 33,000       PROGRAM OPS COST
(31) CALLIER CENTER FOR COMMUNICATION DISORDERS
1966 INWOOD ROAD
DALLAS,TX75235 		75-1305566 501(C)(3) 50,000       PROGRAM OPS COST
(32) CARECENTER MINISTRIES
7912 ANTOINETTE ST
DALLAS,TX75217 		75-2306428 501(C)(3) 30,000       PROGRAM OPS COST
(33) CARSON'S VILLAGE
303 SADDLE TREE TRAIL
COPPELL,TX75019 		82-1854361 501(C)(3) 15,000       PROGRAM OPS COST
(34) CARTER'S HOUSE
2922 MARTIN LUTHER KING JR
DALLAS,TX75215 		46-5198495 501(C)(3) 11,250       PROGRAM OPS COST
(35) CASA OF COLLIN COUNTY
101 E DAVIS STREET
MCKINNEY,TX75069 		75-2391961 501(C)(3) 32,300       PROGRAM OPS COST
(36) CASA OF DENTON COUNTY INC
PO BOX 2885
DENTON,TX76202 		75-2417475 501(C)(3) 30,000       PROGRAM OPS COST
(37) CATCH UP & READ
3001 KNOX ST SUITE 207
DALLAS,TX75205 		45-3533496 501(C)(3) 90,000       PROGRAM OPS COST
(38) CATHOLIC CHARITIES OF DALLAS INC
1421 W MOCKINGBIRD LN
DALLAS,TX75247 		75-2745221 501(C)(3) 811,000       PROGRAM OPS COST
(39) CHILD AND FAMILY GUIDANCE CENTERS
8915 HARRY HINES BLVD
DALLAS,TX75235 		75-0800630 501(C)(3) 210,000       PROGRAM OPS COST
(40) CHILDCAREGROUP
1420 W MOCKINGBIRD LANE 300
DALLAS,TX75247 		75-0800634 501(C)(3) 1,458,930       PROGRAM OPS COST
(41) CHILDREN FIRST COUNSELING CENTER
202 COLLEGE ST
GRAND PRAIRIE,TX75050 		75-2100237 501(C)(3) 30,000       PROGRAM OPS COST
(42) CHILDREN'S ADVOCACY CENTER FOR DENTON COUNTY
1854 CAIN DRIVE
LEWISVILLE,TX75077 		75-2559765 501(C)(3) 75,000       PROGRAM OPS COST
(43) CHILDREN'S ADVOCACY CENTER FOR ROCKWALL COUNTY
1350 E WASHINGTON STREET
ROCKWALL,TX75087 		47-4946358 501(C)(3) 40,000       PROGRAM OPS COST
(44) CHILDREN'S ADVOCACY CENTER OF COLLIN COUNTY
2205 LOS RIOS BOULEVARD
PLANO,TX75074 		75-2389095 501(C)(3) 135,000       PROGRAM OPS COST
(45) CHILDREN'S HEALTH SYSTEM OF TEXAS
2777 STEMMONS FREEWAY SUITE 1700
DALLAS,TX75207 		75-2062015 501(C)(3) 70,500       PROGRAM OPS COST
(46) CHOCOLATE MINT FOUNDATION
201 EXECUTIVE WAY
DESOTO,TX75115 		27-1589053 501(C)(3) 21,000       PROGRAM OPS COST
(47) CHRISTIAN COMMUNITY ACTION
200 SOUTH MILL STREET
LEWISVILLE,TX75057 		23-7319371 501(C)(3) 40,000       PROGRAM OPS COST
(48) CHRISTIANWORKS FOR CHILDREN
5440 HARVEST HILL ROAD SUITE 140
DALLAS,TX75230 		75-1246028 501(C)(3) 10,000       PROGRAM OPS COST
(49) CITY HOUSE INC
902 E 16TH STREET
PLANO,TX75074 		75-2213291 501(C)(3) 12,500       PROGRAM OPS COST
(50) CITY YEAR INC
287 COLUMBUS AVENUE
BOSTON,MA02116 		22-2882549 501(C)(3) 107,500       PROGRAM OPS COST
(51) CITYSQUARE
511 N AKARD
DALLAS,TX75201 		75-2332948 501(C)(3) 562,459       PROGRAM OPS COST
(52) COLLIN COUNTY MENTAL HEALTH RETARDATION CENTER
201 WEST LOUISIANA STREET
MCKINNEY,TX75069 		75-1761911 501(C)(3) 10,000       PROGRAM OPS COST
(53) COMMUNITIES FOUNDATION OF TEXAS
5500 CARUTH HAVEN LANE
DALLAS,TX75225 		75-0964565 501(C)(3) 40,000       PROGRAM OPS COST
(54) COMMUNITIES IN SCHOOLS OF NORTH TEXAS INC
PO BOX 295543
LEWISVILLE,TX75029 		75-2496426 501(C)(3) 85,000       PROGRAM OPS COST
(55) COMMUNITIES IN SCHOOLS OF THE DALLAS REGION
8700 N STEMMONS FREEWAY 125
DALLAS,TX75247 		75-2044117 501(C)(3) 50,000       PROGRAM OPS COST
(56) COMMUNITY OUTREACH HOUSING
3436 LIVINGSTON LN
CARROLLTON,TX75007 		47-1872559 501(C)(3) 30,000       PROGRAM OPS COST
(57) CONCILIO THE
400 S ZANG BLVD STE 300
DALLAS,TX75208 		75-1770140 501(C)(3) 170,000       PROGRAM OPS COST
(58) CONCORD MISSIONARY BAPTIST CHURCH
6808 PASTOR BAILEY DR
DALLAS,TX75237 		75-1523441 501(C)(3) 82,000       PROGRAM OPS COST
(59) CORNERSTONE ASSISTANCE NETWORK OF NORTH CENTRAL TEXAS
PO BOX 53
PROSPER,TX75078 		27-2535979 501(C)(3) 17,500       PROGRAM OPS COST
(60) CORNERSTONE COMMUNITY DEVELOPMENT CORPORATION INC
1819 MARTIN LUTHER KING JR BLVD
DALLAS,TX75215 		75-2623357 501(C)(3) 15,000       PROGRAM OPS COST
(61) CORNERSTONE CROSSROADS ACADEMY INC
2815 S ERVAY STREET
DALLAS,TX75215 		11-3761734 501(C)(3) 84,000       PROGRAM OPS COST
(62) CORPORATION FOR A SKILLED WORKFORCE
1100 VICTORS WAY SUITE 102
ANN ARBOR,MI48108 		38-2991143 501(C)(3) 30,000       PROGRAM OPS COST
(63) COUNSELING INSTITUTE OF TEXAS
3200 SOUTHERN DR 100
GARLAND,TX75043 		75-2144060 501(C)(3) 10,000       PROGRAM OPS COST
(64) COUNTY OF DALLAS
1201 ELM STREET SUITE 2300
DALLAS,TX75270 		75-6000905 501(C)(3) 38,858       PROGRAM OPS COST
(65) CRISTO REY DALLAS HIGH SCHOOL
1064 N ST AUGUSTINE DRIVE
DALLAS,TX75217 		46-3737066 501(C)(3) 105,000       PROGRAM OPS COST
(66) CUMBERLAND PRESBYTERIAN CHILDREN'S HOME
PO DRAWER G
DENTON,TX76202 		75-0878543 501(C)(3) 10,000       PROGRAM OPS COST
(67) DALLAS AFTERSCHOOL
2902 SWISS AVENUE
DALLAS,TX75204 		76-0838983 501(C)(3) 213,000       PROGRAM OPS COST
(68) DALLAS AREA HABITAT FOR HUMANITY
2800 NORTH HAMPTON ROAD
DALLAS,TX75212 		75-2097161 501(C)(3) 60,000       PROGRAM OPS COST
(69) DALLAS BETHLEHEM CENTER
4410 LELAND AVENUE
DALLAS,TX75215 		75-0800667 501(C)(3) 7,500       PROGRAM OPS COST
(70) DALLAS CHILDREN'S ADVOCACY CENTER
3611 SWISS AVENUE
DALLAS,TX75204 		75-2303404 501(C)(3) 190,000       PROGRAM OPS COST
(71) DALLAS CITY HOMES
711 N BECKLEY SUITE D
DALLAS,TX75203 		75-2305037 501(C)(3) 10,000       PROGRAM OPS COST
(72) DALLAS COUNTY COMMUNITY COLLEGE DISTRICT FOUNDATION INC
1601 S LAMAR ST
DALLAS,TX75215 		23-7326612 501(C)(3) 34,030       PROGRAM OPS COST
(73) DALLAS COUNTY HOSPITAL DISTRICT
PO BOX 660599
DALLAS,TX75266 		75-6004221 501(C)(3) 260,352       PROGRAM OPS COST
(74) DALLAS COUNTY MENTAL HEALTH & MENTAL RETARDATION CENTER
1345 RIVER BEND DRIVE SUITE 200
DALLAS,TX75247 		75-1285603 501(C)(3) 10,000       PROGRAM OPS COST
(75) DALLAS FIREFIGHTERS MUSEUM INCORPORATED
3801 PARRY AVENUE
DALLAS,TX75001 		75-1328367 501(C)(3) 10,000       PROGRAM OPS COST
(76) DALLAS HOPE CHARITIES
5910 CEDAR SPRINGS RD
DALLAS,TX75235 		81-2568424 501(C)(3) 10,000       PROGRAM OPS COST
(77) DALLAS INDEPENDENT SCHOOL DISTRICT
3700 ROSS AVENUE BOX 375
DALLAS,TX75204 		75-6001278 501(C)(3) 298,228       PROGRAM OPS COST
(78) DALLAS INTER-TRIBAL CENTER
1283 RECORD CROSSING ROAD
DALLAS,TX75235 		23-7156945 501(C)(3) 20,000       PROGRAM OPS COST
(79) DALLAS METHODIST HOSPITALS FOUNDATION
1441 N BECKLEY AVE
DALLAS,TX75203 		75-1548343 501(C)(3) 15,000       PROGRAM OPS COST
(80) DALLAS SERVICES
4242 OFFICE PKWY
DALLAS,TX75204 		75-0958408 501(C)(3) 85,500       PROGRAM OPS COST
(81) DALLAS SOCIAL VENTURE PARTNERS
12900 PRESTON ROAD SUITE 1220
DALLAS,TX75230 		75-2945359 501(C)(3) 140,000       PROGRAM OPS COST
(82) DALLAS-FORT WORTH HOSPITAL COUNCIL
300 DECKER DRIVE SUITE 300
IRVING,TX75062 		23-7004426 501(C)(3) 20,000       PROGRAM OPS COST
(83) DEFENDERS OF FREEDOM
320 HIGHWAY 121 STE 208
COPPELL,TX75019 		20-1795631 501(C)(3) 6,000       PROGRAM OPS COST
(84) DENTON COUNTY FRIENDS OF THE FAMILY INC
1400 CRESCENT
DENTON,TX76201 		75-1734175 501(C)(3) 88,000       PROGRAM OPS COST
(85) DICKINSON PLACE CHARITABLE CORP
911 ST JOSEPH STREET
DALLAS,TX75246 		75-1533658 501(C)(3) 10,000       PROGRAM OPS COST
(86) EDCOR HEALTH INITIATIVES
1506 W GRIFFIN ST
DALLAS,TX75215 		82-4447606 501(C)(3) 25,000       PROGRAM OPS COST
(87) EDUCATION IS FREEDOM
2711 N HASKELL AVENUE
DALLAS,TX75204 		04-3643313 501(C)(3) 50,000       PROGRAM OPS COST
(88) EDUCATION OPENS DOORS
2804 SWISS AVE
DALLAS,TX75204 		46-0781846 501(C)(3) 60,000       PROGRAM OPS COST
(89) EMBRACE WAITING CHILDREN
100 E LOUISIANA SUITE 6
MCKINNEY,TX75069 		27-0946206 501(C)(3) 7,500       PROGRAM OPS COST
(90) EMILY'S PLACE
PO BOX 860911
PLANO,TX75074 		04-3726675 501(C)(3) 25,000       PROGRAM OPS COST
(91) EMPOWERING THE MASSES
2922 MARTIN LUTHER KING JR BLVD
DALLAS,TX75215 		82-4300966 501(C)(3) 7,500       PROGRAM OPS COST
(92) EQUAL HEART
4848 LEMMON AVE 513
DALLAS,TX75219 		46-2846816 501(C)(3) 40,000       PROGRAM OPS COST
(93) EXCELLENT DESIGN RESOLUTIONS LLC
6806 CLIFFWOOD DRIVE
DALLAS,TX75237 		82-2158942 501(C)(3) 17,500       PROGRAM OPS COST
(94) FAITH IN TEXAS - PICO
1111 W MOCKINGBIRD LANESUITE 260
DALLAS,TX75247 		47-3005234 501(C)(3) 20,000       PROGRAM OPS COST
(95) FAITH WORKS
1010 EAST PARKERVILLE
CEDAR HILL,TX75104 		20-5034144 501(C)(3) 10,000       PROGRAM OPS COST
(96) FAMILY CARE CONNECTION
6969 PASTOR BAILEY DR SUITE 140
DALLAS,TX75237 		20-1211618 501(C)(3) 178,685       PROGRAM OPS COST
(97) FAMILY COMPASS
4210 JUNIUS STREET
DALLAS,TX75246 		75-2400158 501(C)(3) 572,539       PROGRAM OPS COST
(98) FAMILY GATEWAY INC
711 S ST PAUL STREET
DALLAS,TX75201 		75-2105579 501(C)(3) 325,000       PROGRAM OPS COST
(99) FAMILY PLACE
4300 MACARTHUR AVENUE
DALLAS,TX75209 		75-1590896 501(C)(3) 540,000       PROGRAM OPS COST
(100) FERST FOUNDATION FOR CHILDHOOD LITERACY
237 N SECOND STREET
MADISON,GA30650 		58-2489181 501(C)(3) 315,360       PROGRAM OPS COST
(101) FIRST CHOICE SOCIAL SERVICES
8787 N STEMMONS FWY SUITE 220
DALLAS,TX75247 		46-3827310 501(C)(3) 10,000       PROGRAM OPS COST
(102) FIRST3YEARS
15851 DALLAS PARKWAY 106
ADDISON,TX75001 		75-2067421 501(C)(3) 25,000       PROGRAM OPS COST
(103) FOUNDATION COMMUNITIES
3036 SOUTH FIRST STREET STE 200
DALLAS,TX78704 		74-2678601 501(C)(3) 268,956       PROGRAM OPS COST
(104) FOUNDATION FOR THE CALLIER CENTER AND COMMUNICATION DISORDERS
1966 INWOOD ROAD
DALLAS,TX75235 		75-6035865 501(C)(3) 10,000       PROGRAM OPS COST
(105) FRIENDS OF BARACK OBAMA MALE LEADERSHIP ACADEMY
PO BOX 398455
DALLAS,TX75339 		45-4884806 501(C)(3) 10,000       PROGRAM OPS COST
(106) FRISCO INDEPENDENT SCHOOL DISTRICT
5515 OHIO DRIVE
FRISCO,TX75035 		75-6001636 501(C)(3) 12,000       PROGRAM OPS COST
(107) FRISCO STUDENT FASTPACS
124 ROSE LANE 603
FRISCO,TX75034 		46-4148733 501(C)(3) 20,000       PROGRAM OPS COST
(108) GATEWAY OF GRACE
6941 KINGDOM ESTATES DR
DALLAS,TX75236 		47-1922215 501(C)(3) 7,500       PROGRAM OPS COST
(109) GENERATION - YOU EMPLOYED INC
1200 19TH STREET NW SUITE 1000
WASHINGTON,DC20036 		47-1073442 501(C)(3) 35,000       PROGRAM OPS COST
(110) GENESIS WOMEN'S SHELTER & SUPPORT
2929 HICKORY ST
DALLAS,TX75226 		75-1881365 501(C)(3) 290,000       PROGRAM OPS COST
(111) GIFTED MINDS FOUNDATION
2550 W RED BIRD LN 412
DALLAS,TX75237 		47-1311598 501(C)(3) 10,000       PROGRAM OPS COST
(112) GIRL SCOUTS OF NORTHEAST TEXAS
6001 SUMMERSIDE DRIVE
DALLAS,TX75252 		75-1101571 501(C)(3) 243,000       PROGRAM OPS COST
(113) GIRLS INCORPORATED OF METROPOLITAN DALLAS
2040 EMPIRE CENTRAL DRIVE
DALLAS,TX75235 		75-1305705 501(C)(3) 165,000       PROGRAM OPS COST
(114) GOODWILL INDUSTRIES OF DALLAS INC
3020 N WESTMORELAND ROAD
DALLAS,TX75212 		75-0800649 501(C)(3) 545,000       PROGRAM OPS COST
(115) GRAND PRAIRIE UNITED CHARITIES
1417 DENSMAN
GRAND PRAIRIE,TX75051 		75-0939084 501(C)(3) 15,000       PROGRAM OPS COST
(116) GROUNDWORK DALLAS
3001 QUEBEC SUITE 201
DALLAS,TX75247 		20-3398696 501(C)(3) 15,000       PROGRAM OPS COST
(117) HABITAT FOR HUMANITY OF COLLIN COUNTY
2060 COUCH DR
MCKINNEY,TX75069 		75-2443511 501(C)(3) 27,500       PROGRAM OPS COST
(118) HARMONY COMMUNITY DEVELOPMENT CORPORATION
6808 PASTOR BAILY DR
DALLAS,TX75237 		26-1245799 501(C)(3) 70,000       PROGRAM OPS COST
(119) HEAD START OF GREATER DALLAS INC
3954 GANNON LANE
DALLAS,TX75237 		75-2247281 501(C)(3) 10,000       PROGRAM OPS COST
(120) HEALING HANDS MINISTRIES
8515 GREENVILLE AVE STE N112
DALLAS,TX75243 		65-1259379 501(C)(3) 95,000       PROGRAM OPS COST
(121) HEALTH SERVICES OF NORTH TEXAS INC
4401 NORTH I-35E 312
DENTON,TX76207 		75-2252866 501(C)(3) 173,333       PROGRAM OPS COST
(122) HEARD THAT FOUNDATION
6106 REVERE PLACE
DALLAS,TX75214 		84-1968968 501(C)(3) 15,000       PROGRAM OPS COST
(123) HEART HOUSE
PO BOX 823162
DALLAS,TX75382 		75-2898097 501(C)(3) 70,000       PROGRAM OPS COST
(124) HELPING RESTORE ABILITY
4300 BELTWAY PLACE SUITE 130
ARLINGTON,TX76018 		75-1562334 501(C)(3) 10,000       PROGRAM OPS COST
(125) HOPE CLINIC OF MCKINNEY
103 E LAMAR ST
MCKINNEY,TX75069 		81-3813928 501(C)(3) 10,000       PROGRAM OPS COST
(126) HOPE FOR THE WARRIORS
8003 FORBES PLACE STE 201
SPRINGFIELD,VA22151 		20-5182295 501(C)(3) 10,000       PROGRAM OPS COST
(127) HOPE SUPPLY COMPANY
10480 SHADY TRAIL SUITE 104
DALLAS,TX75220 		75-2284779 501(C)(3) 20,000       PROGRAM OPS COST
(128) HOUSING CRISIS CENTER
4210 JUNIUS STREET
DALLAS,TX75246 		75-1633304 501(C)(3) 40,000       PROGRAM OPS COST
(129) HOUSING HELP BY JOHN 316
PO BOX 110702
CARROLLTON,TX75011 		81-4464905 501(C)(3) 10,000       PROGRAM OPS COST
(130) HUMAN RIGHTS INITIATIVE OF NORTH TEXAS
2801 SWISS AVENUE
DALLAS,TX75204 		75-2842602 501(C)(3) 10,000       PROGRAM OPS COST
(131) I LOOK LIKE LOVE INC
2711 S ERVAY 102
DALLAS,TX75215 		81-0807264 501(C)(3) 6,250       PROGRAM OPS COST
(132) ICNA RELIEF USA PROGRAM
1529 JERICHO TURNPIKE
NEW HYDE PARK,NY11040 		04-3810161 501(C)(3) 10,000       PROGRAM OPS COST
(133) IMMSCHOOLS
10419 TOLLOW WAY
HELOTES,TX78023 		82-3350805 501(C)(3) 10,000       PROGRAM OPS COST
(134) INSPIRING TOMORROW'S LEADERS
8828 NORTH STEMMONS FREEWAY SUITE
507
DALLAS,TX75247 		90-0672495 501(C)(3) 56,000       PROGRAM OPS COST
(135) INTERFAITH FAMILY SERVICES
5612 ROSS AVENUE
DALLAS,TX75206 		75-2028254 501(C)(3) 315,000       PROGRAM OPS COST
(136) INTERNATIONAL RESCUE COMMITTEE
6500 GREENVILLE AVE SUITE 500
DALLAS,TX75206 		13-5660870 501(C)(3) 15,000       PROGRAM OPS COST
(137) IRVING CARES
440 SOUTH NURSERY ROAD SUITE 101
IRVING,TX75060 		75-1436937 501(C)(3) 40,000       PROGRAM OPS COST
(138) IRVING HEALTHCARE FOUNDATION
901 N MACARTHUR BLVD
IRVING,TX75061 		75-1570933 501(C)(3) 10,000       PROGRAM OPS COST
(139) JEWISH COMMUNITY CENTER OF DALLAS
7900 NORTHAVEN RD
DALLAS,TX75230 		75-1461847 501(C)(3) 10,000       PROGRAM OPS COST
(140) JEWISH FAMILY SERVICE OF GREATER DALLAS
5402 ARAPAHO ROAD SUITE 102
DALLAS,TX75248 		75-1992728 501(C)(3) 548,000       PROGRAM OPS COST
(141) JUBILEE PARK & COMMUNITY CENTER CORPORATION
907 BANK ST
DALLAS,TX75223 		75-2726296 501(C)(3) 158,000       PROGRAM OPS COST
(142) JULIETTE FOWLER HOMES
1234 ABRAMS ROAD
DALLAS,TX75214 		75-0800655 501(C)(3) 7,000       PROGRAM OPS COST
(143) JUNIOR ACHIEVEMENT OF DALLAS INC
1201 EXECUTIVE DRIVE WEST
RICHARDSON,TX75081 		75-0881589 501(C)(3) 45,300       PROGRAM OPS COST
(144) JUST COMMUNITY
1000 RIO GRANDE ST
AUSTIN,TX78701 		81-1447315 501(C)(3) 10,000       PROGRAM OPS COST
(145) KIDS-U
PO BOX 495787
GARLAND,TX75049 		02-0653015 501(C)(3) 25,000       PROGRAM OPS COST
(146) KIPP DALLAS-FORT WORTH INC
3200 S LANCASTER RD STE 230-A
DALLAS,TX75216 		82-0578155 501(C)(3) 110,000       PROGRAM OPS COST
(147) LEWISVILLE NEW HOPE LEARNING CENTER
907 W MAIN ST
LEWISVILLE,TX75067 		81-2942171 501(C)(3) 10,000       PROGRAM OPS COST
(148) LITERACY ACHIEVES
6329 RIDGECREST ROAD
DALLAS,TX75231 		75-2708992 501(C)(3) 150,000       PROGRAM OPS COST
(149) LITERACY INSTRUCTION FOR TEXAS (LIFT)
1610 S MALCOLM X BLVD 320
DALLAS,TX75226 		75-1095223 501(C)(3) 325,000       PROGRAM OPS COST
(150) LONE STAR JUSTINCE ALLIANCE
1411 WEST AVE SUITE 200
AUSTIN,TX78701 		82-2345921 501(C)(3) 10,000       PROGRAM OPS COST
(151) LOS BARRIOS UNIDOS COMMUNITY CLINIC
809 SINGLETON BLVD
DALLAS,TX75212 		75-1378664 501(C)(3) 285,000       PROGRAM OPS COST
(152) LOVEPACS
6049 CYPRESS COVE DRIVE
THE COLONY,TX75056 		46-0765090 501(C)(3) 15,000       PROGRAM OPS COST
(153) LUMIN EDUCATION
924 WAYNE STREET
DALLAS,TX75223 		75-1612054 501(C)(3) 541,301       PROGRAM OPS COST
(154) MASTER CARES FOUNDATION INC
9300 WADE BLVD STE 330
FRISCO,TX75035 		46-3829284 501(C)(3) 7,000       PROGRAM OPS COST
(155) MEALS ON WHEELS COLLIN COUNTY
600 N TENNESSEE ST
MCKINNEY,TX75069 		75-1544507 501(C)(3) 35,000       PROGRAM OPS COST
(156) MEALS ON WHEELS SENIOR SERVICES - ROCKWALL
950 WILLIAMS STREET BLD C
ROCKWALL,TX75087 		31-1621625 501(C)(3) 25,000       PROGRAM OPS COST
(157) MEQUITE INDEPENDENT SCHOOL DISTRICT
3819 TOWNE CROSSING BLVD
MESQUITE,TX75150 		75-6002054 501(C)(3) 12,000       PROGRAM OPS COST
(158) METRO DALLAS HOMELESS ALLIANCE
2816 SWISS AVENUE
DALLAS,TX75204 		75-2461679 501(C)(3) 70,000       PROGRAM OPS COST
(159) METROCARE SERVICES
1345 RIVER BEND DRIVE SUITE 200
DALLAS,TX75247 		75-1285603 501(C)(3) 75,000       PROGRAM OPS COST
(160) METROCREST SERVICES
13801 HUTTON DRIVE STE 150
FARMERS BRANCH,TX75234 		75-1548334 501(C)(3) 225,000       PROGRAM OPS COST
(161) MI ESCUELITA PRESCHOOL
4231 MAPLE AVENUE
DALLAS,TX75219 		75-1728505 501(C)(3) 310,000       PROGRAM OPS COST
(162) MILES OF FREEDOM
2922 MARTIN LUTHER KING JR BLVD
BUILDING A SUITE 118B
DALLAS,TX75215 		45-4959062 501(C)(3) 44,120       PROGRAM OPS COST
(163) MINNIE'S FOOD PANTRY
3033 W PARKER ROAD SUITE 117
PLANO,TX75023 		27-2363211 501(C)(3) 15,000       PROGRAM OPS COST
(164) MISSION REGAN
2140 REDBUD BLVD STE F
MCKINNEY,TX75069 		80-0860021 501(C)(3) 15,000       PROGRAM OPS COST
(165) MOMENTOUS INSTITUTE
106 E TENTH STREET
DALLAS,TX75203 		75-1855620 501(C)(3) 10,000       PROGRAM OPS COST
(166) MOSAIC FAMILY SERVICES
4144 NORTH CENTRAL EXPWY
DALLAS,TX75204 		75-2484565 501(C)(3) 380,000       PROGRAM OPS COST
(167) MOTHERS' MILK BANK OF NORTH TEXAS
600 W MAGNOLIA AVENUE
FORT WORTH,TX76104 		33-1042042 501(C)(3) 10,000       PROGRAM OPS COST
(168) MY POSSIBILITIES
1631 DORCHESTER DRIVE
PLANO,TX75075 		26-1509133 501(C)(3) 185,000       PROGRAM OPS COST
(169) NAMI NORTH TEXAS
2812 SWISS AVENUE
DALLAS,TX75204 		75-1875023 501(C)(3) 10,000       PROGRAM OPS COST
(170) NETWORK OF COMMUNITY MINISTRIES INC
741 SOUTH SHERMAN STREET
RICHARDSON,TX75081 		75-2060900 501(C)(3) 20,000       PROGRAM OPS COST
(171) NEW FRIENDS NEW LIFE
P O BOX 192378
DALLAS,TX75219 		75-2820473 501(C)(3) 25,000       PROGRAM OPS COST
(172) NEW HOPE EDUCATION INC
1501 H AVENUE
PLANO,TX75074 		82-0598148 501(C)(3) 20,000       PROGRAM OPS COST
(173) NEXUS RECOVERY CENTER
8733 LAPRADA DRIVE
DALLAS,TX75228 		23-7169388 501(C)(3) 225,000       PROGRAM OPS COST
(174) NORTH DALLAS SHARED MINISTRIES
2875 MERRELL ROAD
DALLAS,TX75229 		75-1908563 501(C)(3) 95,000       PROGRAM OPS COST
(175) NORTH TEXAS FOOD BANK
3677 MAPLESHADE LANE
PLANO,TX75075 		75-1785357 501(C)(3) 40,000       PROGRAM OPS COST
(176) NORTHWEST INDEPENDENT SCHOOL DISTRICT
PO BOX 77070
FORT WORTH,TX76177 		75-6003004 501(C)(3) 8,000       PROGRAM OPS COST
(177) NPOWER INC
55 WASHINGTON STREET SUITE 560
BROOKLYN,NY11201 		13-4145441 501(C)(3) 120,000       PROGRAM OPS COST
(178) ON THE ROAD LENDING
1305 WYCLIFF AVENUE SUTTE 140
DALLAS,TX75207 		38-3910893 501(C)(3) 25,000       PROGRAM OPS COST
(179) OPERATION ONCE IN A LIFETIME
221 W PARKER RD 560
PLANO,TX75023 		20-8948979 501(C)(3) 7,000       PROGRAM OPS COST
(180) OUR FRIENDS PLACE
6500 GREENVILLE AVENUE SUITE 620
DALLAS,TX75206 		75-2077719 501(C)(3) 10,000       PROGRAM OPS COST
(181) OURCALLING
PO BOX 140428
DALLAS,TX75214 		26-4430860 501(C)(3) 30,000       PROGRAM OPS COST
(182) PARKLAND FOUNDATION
1341 W MOCKINGBIRD LN SUITE 1100E
DALLAS,TX75247 		75-2089180 501(C)(3) 270,000       PROGRAM OPS COST
(183) PEDIPLACE
502 S OLD ORCHARD LANE SUITE 126
LEWISVILLE,TX75067 		75-2512752 501(C)(3) 270,000       PROGRAM OPS COST
(184) PER SCHOLAS
804 E 138TH STREET 2ND FLOOR
BRONX,NY10454 		04-3252955 501(C)(3) 160,500       PROGRAM OPS COST
(185) PLANO ISD EDUCATION FOUNDATION
2700 WEST 15TH STREET
PLANO,TX75075 		75-2481906 501(C)(3) 20,000       PROGRAM OPS COST
(186) PRISM HEALTH NORTH TEXAS (FKA AIDS ARMS INC)
351 W JEFFERSON BLVD SUITE 300
DALLAS,TX75287 		75-2306145 501(C)(3) 210,000       PROGRAM OPS COST
(187) PRISON ENTREPRENEURSHIP PROGRAM (PEP)
4140 DIRECTORS ROW SUITE B
HOUSTON,TX77092 		20-1384253 501(C)(3) 240,500       PROGRAM OPS COST
(188) PROJECT TRANSFORMATION
4024 CARUTH BLVD
DALLAS,TX75225 		75-2930405 501(C)(3) 58,000       PROGRAM OPS COST
(189) PROJECT TRANSFORMATION NATIONAL
4024 CARUTH BLVD
DALLAS,TX75225 		47-4329954 501(C)(3) 8,000       PROGRAM OPS COST
(190) PROMISE HOUSE
236 W PAGE
DALLAS,TX75208 		75-2180083 501(C)(3) 265,000       PROGRAM OPS COST
(191) PUEDE NETWORK
2207 HARLANDALE AVE
DALLAS,TX75216 		47-4703462 501(C)(3) 20,000       PROGRAM OPS COST
(192) RAINBOW DAYS INC
8150 N CENTRAL EXPRESSWAY M-1003
DALLAS,TX75206 		75-1844908 501(C)(3) 91,200       PROGRAM OPS COST
(193) READERS 2 LEADERS
2223 SINGLETON BLVD STE 140
DALLAS,TX75212 		90-0641325 501(C)(3) 125,000       PROGRAM OPS COST
(194) READING PARTNERS
2910 SWISS AVENUE
DALLAS,TX75204 		77-0568469 501(C)(3) 120,000       PROGRAM OPS COST
(195) REAL SCHOOL GARDENS - OUT TEACH
1 THOMAS CIRCLE NW SUITE 700
WASHINGTON,DC20005 		20-5946552 501(C)(3) 148,000       PROGRAM OPS COST
(196) RECONCILIATION ACADEMY
4301 BRYAN STREET SUITE 120
DALLAS,TX75204 		75-2733436 501(C)(3) 8,000       PROGRAM OPS COST
(197) REFUGEE SERVICES OF TEXAS
9241 LBJ FWY 210
DALLAS,TX75043 		75-1618251 501(C)(3) 20,000       PROGRAM OPS COST
(198) RESOURCE CENTER OF DALLAS INC
PO BOX 190869
DALLAS,TX75219 		75-1892059 501(C)(3) 200,000       PROGRAM OPS COST
(199) RICHARDSON ADULT LITERACY CENTER
PO BOX 835936
RICHARDSON,TX75083 		75-2337073 501(C)(3) 33,000       PROGRAM OPS COST
(200) ROCKWALL COUNTY HELPING HANDS
950 WILLIAMS STREET
ROCKWALL,TX75087 		75-2402276 501(C)(3) 115,000       PROGRAM OPS COST
(201) ROCKWALL INDEPENDENT SCHOOL DISTRICT
1050 WILLIAMS STREET
ROCKWALL,TX75087 		75-6002334 501(C)(3) 8,000       PROGRAM OPS COST
(202) ROSA ES ROJO INC
2605 FRANCES LN
LITTLE ELM,TX75068 		81-3557997 501(C)(3) 35,000       PROGRAM OPS COST
(203) SCHOLARSHOT
2904 SWISS AVENUE
DALLAS,TX75204 		27-0232250 501(C)(3) 50,000       PROGRAM OPS COST
(204) SENIOR CITIZENS OF GREATER DALLAS INC
3910 HARRY HINES BLVD
DALLAS,TX75219 		75-1085555 501(C)(3) 210,000       PROGRAM OPS COST
(205) SHARED HOUSING CENTER INC
402 N GOOD LATIMER EXPRESSWAY
DALLAS,TX75204 		75-2137522 501(C)(3) 95,000       PROGRAM OPS COST
(206) SHARING LIFE COMMUNITY OUTREACH INC
3544 E EMPORIUM CIRCLE
MESQUITE,TX75150 		75-2831756 501(C)(3) 20,000       PROGRAM OPS COST
(207) SHILOH PLACE MCKINNEY
PO BOX 2731
MCKINNEY,TX75070 		45-2032784 501(C)(3) 10,000       PROGRAM OPS COST
(208) SOCIETY OF ST VINCENT DE PAUL
50 NORTH B STREET
SAN MATEO,CA94401 		94-1375833 501(C)(3) 60,000       PROGRAM OPS COST
(209) SOCIETY OF ST VINCENT DE PAUL CHARITABLE PHARMACY OF NORTH
3826 GILBERT AVENUE
DALLAS,TX75219 		26-3273175 501(C)(3) 10,000       PROGRAM OPS COST
(210) SOCIETY OF ST VINCENT DE PAUL OF NORTH TEXAS
3826 GILBERT AVE
DALLAS,TX75219 		75-1630370 501(C)(3) 30,000       PROGRAM OPS COST
(211) SONYA'S HOUSE
7008 SORCEY RD
DALLAS,TX75249 		81-2390858 501(C)(3) 10,000       PROGRAM OPS COST
(212) SOUTHERN DALLAS LINK
1020 SCOTLAND DR 3115
DESOTO,TX75115 		82-2392922 501(C)(3) 25,000       PROGRAM OPS COST
(213) SOUTHERN METHODIST UNIVERSITY
PO BOX 750261
DALLAS,TX75275 		75-0800689 501(C)(3) 76,000       PROGRAM OPS COST
(214) SOUTHWESTERN DIABETIC FOUNDATION - CAMP SWEENEY
10687 FM 678
WHITESBORO,TX76273 		75-6002547 501(C)(3) 25,000       PROGRAM OPS COST
(215) ST PHILIP'S SCHOOL & COMMUNITY CENTER
1600 PENNSYLVANIA AVENUE
DALLAS,TX75215 		75-1097360 501(C)(3) 15,000       PROGRAM OPS COST
(216) STAND FOR CHILDREN LEADERSHIP CENTER
1350 MOTOR CIRCLE
DALLAS,TX75207 		52-1957214 501(C)(3) 25,000       PROGRAM OPS COST
(217) STEP UP
901 S CENTRAL EXPRESSWAY
RICHARDSON,TX75080 		95-4701468 501(C)(3) 45,000       PROGRAM OPS COST
(218) TR HOOVER COMMUNITY DEVELOPMENT CENTER
5106 BEXAR STREET
DALLAS,TX75215 		75-2700136 501(C)(3) 7,250       PROGRAM OPS COST
(219) TEXAS MUSLIM WOMEN'S FOUNDATION INC
PO BOX 863388
PLANO,TX75086 		20-3060929 501(C)(3) 105,000       PROGRAM OPS COST
(220) TEXAS WOMANS UNIVERSITY FOUNDATION
PO BOX 425618
DENTON,TX76204 		75-1292762 501(C)(3) 10,000       PROGRAM OPS COST
(221) TEXPROTECTS THE TEXAS ASSOCIATION
1341 W MOCKINGBIRD LANE SUITE 560W
DALLAS,TX75247 		46-1332547 501(C)(3) 48,750       PROGRAM OPS COST
(222) TFI FAMILY SERVICES
618 COMMERCIAL STREET
EMPORIA,KS66801 		48-0806277 501(C)(3) 10,000       PROGRAM OPS COST
(223) THANKS-GIVING FOUNDATION
PO BOX 131770
DALLAS,TX75313 		75-6036406 501(C)(3) 10,000       PROGRAM OPS COST
(224) THE AGAPE CLINIC
4105 JUNIUS STREET
DALLAS,TX75246 		14-1847977 501(C)(3) 15,000       PROGRAM OPS COST
(225) THE COMMIT PARTNERSHIP
3800 MAPLE AVENUE SUITE 800
DALLAS,TX75219 		80-0790222 501(C)(3) 110,000       PROGRAM OPS COST
(226) THE COOPER INSTITUTE
12330 PRESTON RD
DALLAS,TX75230 		23-7075529 501(C)(3) 506,200       PROGRAM OPS COST
(227) THE DALLAS FOUNDATION
3963 MAPLE AVENUE SUITE 390
DALLAS,TX75219 		75-2890371 501(C)(3) 152,000       PROGRAM OPS COST
(228) THE MEN OF NEHEMIAH
2010 AL LIPSCOMB WAY
DALLAS,TX75225 		45-2041299 501(C)(3) 7,500       PROGRAM OPS COST
(229) THE SALVATION ARMY
8787 NORTH STEMMONS FREEWAY 800
DALLAS,TX75247 		58-0660607 501(C)(3) 478,675       PROGRAM OPS COST
(230) THE SAMARITAN INN
1725 NORTH MCDONALD STREET
MCKINNEY,TX75071 		75-1984285 501(C)(3) 74,500       PROGRAM OPS COST
(231) THE STEWPOT OF FIRST PRESBYTERIAN CHURCH
1835 YOUNG ST
DALLAS,TX75201 		75-0871727 501(C)(3) 30,000       PROGRAM OPS COST
(232) THE TURNING POINT (RAPE CRISIS CENTER OF COLLIN COUNTY)
PO BOX 866754
PLANO,TX75086 		75-2065785 501(C)(3) 37,500       PROGRAM OPS COST
(233) THE VISITING NURSE ASSOCIATION OF TEXAS
1600 VICEROY DRIVE SUITE 400
DALLAS,TX75235 		75-0800692 501(C)(3) 115,000       PROGRAM OPS COST
(234) THE WALLS PROJECT
458 AMERICA STREET
BATON ROUGE,LA70802 		45-5485171 501(C)(3) 35,000       PROGRAM OPS COST
(235) THE WARREN CENTER
320 CUSTER RD
RICHARDSON,TX75080 		75-1282040 501(C)(3) 77,800       PROGRAM OPS COST
(236) TRAUMA SUPPORT SERVICES OF NORTH TEXAS
210 S CEDAR RIDGE DRIVE SUITE C-100
DUNCAVILLE,TX75116 		26-0469778 501(C)(3) 10,000       PROGRAM OPS COST
(237) TREY ATHLETES
10112 GREEN COURT
IRVING,TX75063 		83-0807555 501(C)(3) 25,000       PROGRAM OPS COST
(238) TRINITY RIVER MISSION
2060 SINGLETON BLVD STE 104
DALLAS,TX75212 		75-6055203 501(C)(3) 200,000       PROGRAM OPS COST
(239) TURTLE CREEK MANOR INC
2707 ROUTH ST
DALLAS,TX75201 		75-1282276 501(C)(3) 35,000       PROGRAM OPS COST
(240) UNDER 1 ROOF
5787 S HAMPTON RD SUITE 270
DALLAS,TX75232 		80-0765001 501(C)(3) 9,000       PROGRAM OPS COST
(241) UNION DEVELOPMENT CORPORATION - PROJECT UNITY
5500 CARUTH HAVEN LANE
DALLAS,TX75225 		02-0683218 501(C)(3) 25,000       PROGRAM OPS COST
(242) UNION GOSPEL MISSION DALLAS
3211 IRVING BLVD
DALLAS,TX75247 		75-6003612 501(C)(3) 15,000       PROGRAM OPS COST
(243) UNIVERSITY OF TEXAS FOUNDATION
PO BOX 250
AUSTIN,TX78767 		74-1587488 501(C)(3) 10,000       PROGRAM OPS COST
(244) UPLIFT EDUCATION
606 E ROYAL LANE
IRVING,TX75039 		75-2659683 501(C)(3) 305,000       PROGRAM OPS COST
(245) URBAN TEACHERS
1825 MARKET CENTER BLVD SUITE 320
DALLAS,TX75207 		27-0989006 501(C)(3) 8,000       PROGRAM OPS COST
(246) VETERAN WOMEN'S ENTERPRISE CENTER
4900 LANCASTER RD
DALLAS,TX75216 		82-2665373 501(C)(3) 20,000       PROGRAM OPS COST
(247) VIOLA'S HOUSE
1819 MARTIN LUTHER KING JR BLVD
DALLAS,TX75215 		46-3200741 501(C)(3) 6,250       PROGRAM OPS COST
(248) VOGEL ALCOVE
5219 MAPLE AVE 2302
DALLAS,TX75235 		75-2133827 501(C)(3) 93,000       PROGRAM OPS COST
(249) VOICE OF HOPE MINISTRIES
4120 GENTRY DR
DALLAS,TX75212 		75-1850380 501(C)(3) 8,000       PROGRAM OPS COST
(250) VOLUNTEER CENTER OF NORTH TEXAS
2800 LIVE OAK
DALLAS,TX75204 		75-1364145 501(C)(3) 5,000       PROGRAM OPS COST
(251) VOLUNTEERS OF AMERICA TEXAS
300 E MIDWAY DRIVE
EULESS,TX76039 		75-0827469 501(C)(3) 30,000       PROGRAM OPS COST
(252) WESLEY-RANKIN COMMUNITY CENTER INC
3100 CROSSMAN AVENUE
DALLAS,TX75212 		75-0808775 501(C)(3) 20,000       PROGRAM OPS COST
(253) WEST DALLAS COMMUNITY SCHOOL
2300 CANADA DRIVE
DALLAS,TX75212 		75-2576975 501(C)(3) 20,000       PROGRAM OPS COST
(254) WILKINSON CENTER
4144 N CENTRAL EXPRESSWAY 610
DALLAS,TX75204 		75-2712117 501(C)(3) 200,000       PROGRAM OPS COST
(255) WOMEN CALLED MOSES COALITION AND OUTREACH INC
7800 N STEMMONS FREEWAY SUITE 375
DALLAS,TX75247 		20-0442818 501(C)(3) 20,000       PROGRAM OPS COST
(256) WOMEN IN NEED OF GENEROUS SUPPORT - WINGS
2603 INWOOD ROAD
DALLAS,TX75235 		75-0800699 501(C)(3) 425,000       PROGRAM OPS COST
(257) WORKERS DEFENSE PROJECT
5604 MANOR ROAD
AUSTIN,TX78723 		35-2296166 501(C)(3) 10,000       PROGRAM OPS COST
(258) WTIA WORKFORCE INSTITUTE
2200 ALASKAN WAY STE 390
SEATTLE,WA98121 		47-3951262 501(C)(3) 50,000       PROGRAM OPS COST
(259) WYLIE INDEPENDENT SCHOOL DISTRICT
951 SOUTH BALLARD AVENUE
WYLIE,TX75098 		75-6002810 501(C)(3) 8,000       PROGRAM OPS COST
(260) YEAR UP DALLASFORT WORTH
701 ELM ST 400
DALLAS,TX75202 		04-3534407 501(C)(3) 40,000       PROGRAM OPS COST
(261) YMCA OF METROPOLITAN DALLAS
601 NORTH AKARD STREET
DALLAS,TX75201 		75-0800696 501(C)(3) 210,000       PROGRAM OPS COST
(262) YOUNG WOMEN'S PREPARATORY NETWORK
2804 SWISS AVENUE
DALLAS,TX75204 		47-0902114 501(C)(3) 85,000       PROGRAM OPS COST
(263) YOUTH WITH FACES
6333 E MOCKINGBIRD SUITE 147-872
DALLAS,TX75214 		30-0018778 501(C)(3) 75,000       PROGRAM OPS COST
(264) ZAN WESLEY HOLMES JR COMMUNITY OUTREACH CENTER
PO BOX 571513
DALLAS,TX75357 		27-0054084 501(C)(3) 20,000       PROGRAM OPS COST
(265) DESIGNATED DONATIONS TO UWMD
1800 N LAMAR STREET
DALLAS,TX75202 		75-6005352 501(C)(3) 14,031,284       DONOR DESIGNATIONS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
265
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) 2019

Schedule I (Form 990) 2019
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
SCHEDULE I, PART I, LINE 2 PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S. 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 $14,031,284
Schedule I (Form 990) 2019



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
2019
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 on 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 on 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
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed 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
Yes
 
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) 2019

Schedule J (Form 990) 2019
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)		 372,894
-------------
0 		113,604
-------------
0 		203,345
-------------
0 		44,629
-------------
0 		38,228
-------------
0 		772,700
-------------
0 		184,824
-------------
0
2SUSAN HOFF
CHIEF IMPACT/STRATEGY OFFICER 		(i)

(ii)		 296,972
-------------
0 		110,108
-------------
0 		3,167
-------------
0 		19,600
-------------
0 		24,913
-------------
0 		454,760
-------------
0 		0
-------------
0
3KATHERINE STENESEN
CDO - THRU 01/2020 		(i)

(ii)		 203,642
-------------
0 		29,925
-------------
0 		163
-------------
0 		14,872
-------------
0 		23,681
-------------
0 		272,283
-------------
0 		0
-------------
0
4STEVEN KRAVIT
SVP, IT & BLDG SVCS- THRU 03/2020 		(i)

(ii)		 192,886
-------------
0 		22,800
-------------
0 		11,188
-------------
0 		10,600
-------------
0 		32,325
-------------
0 		269,799
-------------
0 		0
-------------
0
5ASHLEY BRUNDAGE
SVP, COMMUNITY IMPACT 		(i)

(ii)		 124,818
-------------
0 		15,391
-------------
0 		180
-------------
0 		9,560
-------------
0 		33,192
-------------
0 		183,141
-------------
0 		0
-------------
0
6JAIME GARCIA
DIRECTOR, ENTERPRISE ANALYTICS 		(i)

(ii)		 130,128
-------------
0 		0
-------------
0 		162
-------------
0 		4,517
-------------
0 		20,055
-------------
0 		154,862
-------------
0 		0
-------------
0
7CANDACE GARDNER
SVP, HUMAN RESOURCES 		(i)

(ii)		 124,966
-------------
0 		0
-------------
0 		271
-------------
0 		7,084
-------------
0 		35,013
-------------
0 		167,334
-------------
0 		0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
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
PART I, LINE 1A HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES UWMD REIMBURSES EMPLOYEES FOR HEALTH CLUB MEMBERSHIPS AT THE END OF EACH CALENDAR YEAR FOR UP TO $10 FOR EACH MONTH THEY ARE EMPLOYED WITH UWMD. THIS AMOUNT HAS NOT BEEN ADDED TO THE W-2.
PART I, LINE 4B PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN JENNIFER SAMPSON PARTICIPATED IN THE ORGANIZATION'S 457F PLAN. FOR CALENDAR YEAR 2019, MS. SAMPSON RECEIVED THE FOLLOWING; EMPLOYER 457F DEFERRAL $25,029 THIS AMOUNT IS REPORTED ON SCHEDULE J, PART II, COL C. PAYOUT OF PREVIOUSLY DEFERRED 457F BENEFITS $184,824 THIS AMOUNT IS REPORTED ON SCHEDULE J, PART II, COL B(III) AND COL F. PART I, LINE 7 THE ORGANIZATION'S BONUS PROGRAM IS BASED ON METRICS SET IN AN ORGANIZATIONAL SCORECARD.
Schedule J (Form 990) 2019

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
2019
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 17 255,472 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 2 200 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 isn't 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 didn't 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) (2019)
Schedule M (Form 990) (2019)
Page 2
Part IISupplemental 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
PART I, COLUMN (B): METHOD USED UWMD USES THE NUMBER OF CONTRIBUTIONS AS THE METHOD FOR DETERMINING THE AMOUNT IN COLUMN (B).
Schedule M (Form 990) (2019)

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
2019
Open to Public
Inspection
Name of the organization
UNITED WAY OF METROPOLITAN DALLAS INC
 
Employer identification number

75-6005352
Return Reference Explanation
FORM 990, PART III, LINE 1 UWMD HAS THE ASPIRATION THAT EVERY NORTH TEXAN, REGARDLESS OF RACE OR ZIP CODE, SHOULD HAVE THE OPPORTUNITY AND ACCESS TO REACH THEIR FULL POTENTIAL. 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 2019-2020, TOGETHER WE PUT OPPORTUNITY IN THE HANDS OF 1.2 MILLION NORTH TEXANS. WE INVITE ALL NORTH TEXANS TO BE PART OF THE CHANGE BY GIVING, ADVOCATING AND VOLUNTEERING.
FORM 990, PART VI, SECTION A, LINE 1 EXECUTIVE COMMITTEE 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, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS 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.
FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT 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.
FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION 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.
FORM 990, PART VI, SECTION C, LINE 18 HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC 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.
FORM 990, PART VI, SECTION C, LINE 19 SAME AS LINE 18 ABOVE.
FORM 990, PARTS VIII & IX DONOR DESIGNATED FUNDS THE AMOUNTS REPORTED IN THESE SECTIONS INCLUDE $13,402,738 OF DONOR DESIGNATED REVENUE AND $14,031,284 OF DONOR DESIGNATED GRANTS. $254,482 OF THE DONOR DESIGNATED FUNDS WAS GRANTED TO UNITED WAY FOUNDATION OF METROPOLITAN DALLAS, A RELATED ORGANIZATION.
FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: CHANGE OF INTEREST HELD IN TRUSTS (413,704) NET DESIGNATION TO AGENCIES 628,546 TOTAL TO FORM 990, PART XI, LINE 9 214,842
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


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
2019
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) LINE 12A, I UWMD
 
Yes
 












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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) 2019
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
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

 C 2,685,000 FMV
(2) UNITED WAY FOUNDATION OF METROPOLITAN DALLAS

 O 477,266 FMV




Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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) 2019
Schedule R (Form 990) 2019
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) 2019

Additional Data


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