Form990
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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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OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 07-01-2021 , and ending 06-30-2022
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 $ 65,828,216
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: UNITED WAY OF METROPOLITAN DALLAS IS A SOCIAL CHANGE ORGANIZATION (CONTINUED IN SCHEDULE O) THAT UNITES THE COMMUNITY TO CREATE OPPORTUNITY AND ACCESS FOR ALL NORTH TEXANS TO THRIVE, CHALLENGING THE SYSTEMIC BARRIERS ASSOCIATED WITH RACE, INCOME INEQUALITY, AND EDUCATION SHORTCOMINGS. TOGETHER WITH OUR COMMITTED CHANGE-SEEKERS, WE ARE MOBILIZING A MOVEMENT FOR LASTING CHANGE TO ENSURE ALL OUR NEIGHBORS HAVE ACCESS TO EDUCATION, INCOME AND HEALTH - THE BUILDING BLOCKS OF OPPORTUNITY.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 25
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 25
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 135
6 Total number of volunteers (estimate if necessary) ............. 6 4,082
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 59,237,501 62,583,431
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 105,229 -6,890
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,922,589 494,118
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 61,265,319 63,070,659
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 43,217,445 45,892,818
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) 9,505,860 9,123,598
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet6,538,935    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 6,327,163 8,996,172
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 59,050,468 64,012,588
19 Revenue less expenses. Subtract line 18 from line 12....... 2,214,851 -941,929
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 52,867,984 43,656,559
21 Total liabilities (Part X, line 26)............. 18,102,673 13,081,730
22 Net assets or fund balances. Subtract line 21 from line 20..... 34,765,311 30,574,829
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
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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 (2021)
Form 990 (2021)
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)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.
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 $ 32,265,842 including grants of $ 27,112,598 ) (Revenue $   )
UWMD BUILDS AND ADMINISTERS COLLABORATIVE PROGRAMS AND 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 2021-2022, OVER 60,000 PEOPLE ACCESSED FINANCIAL CAPABILITY SERVICES THROUGH UNITED WAY, INCLUDING 6,000 THAT PARTICIPATED IN ONE-ON-ONE FINANCIAL COACHING. OUR FREE TAX PREPARATION PROGRAM HELPED ALMOST 4,000 PEOPLE OBTAIN $8.6 MILLION IN REFUNDS. (CONTINUED IN SCHEDULE O)UNITED WAY INCREASED ACCESS TO CREDIT-BUILDING LOANS AND COLLEGE SAVINGS ACCOUNTS, ADDING 176 CAPITAL GOOD FUND LOANS AND 230 NEW DOLLARS FOR COLLEGE ACCOUNTS. OUR FINANCIAL INCLUSION ROUNDTABLE PROVIDED CAPABILITY BUILDING AND NETWORKING OPPORTUNITIES FOR MORE THAN 50 COMMUNITY ORGANIZATIONS AND FINANCIAL INSTITUTIONS IN THE REGION. 2. PATHWAYS TO WORK EQUIPS YOUNG ADULTS FOR LIVING WAGE JOBS AND ADVANCES WORKFORCE EQUITY IN THE DALLAS REGION. IN FISCAL YEAR 2021-2022, 21,400 INDIVIDUALS PARTICIPATED IN EMPLOYMENT SERVICES, WITH 1,600 COMPLETING VOCATIONAL TRAINING AND ALMOST 3,000 PLACED IN JOBS. PATHWAYS TO WORK ENGAGED FORTY PROGRAM PARTNERS, INCLUDING TRAINING PROVIDERS, EMPLOYERS AND INDUSTRY ASSOCIATIONS TO DRIVE IMPROVEMENTS IN LOCAL WORKFORCE OUTCOMES. 3. DIGITAL CONNECTIONS IS AN INITIATIVE TO BRIDGE THE DIGITAL DIVIDE BY PROVIDING THOUSANDS OF FREE DEVICES, TECH SUPPORT, AND DIGITAL LITERACY TO RESIDENTS IN SOUTHERN DALLAS. THE GOAL OF THE PROGRAM IS TO HELP STUDENTS IN DALLAS NEIGHBORHOODS ENGAGE IN ONLINE LEARNING AND SET THEM UP FOR SUCCESS IN TODAY'S DIGITAL SCHOOL AND JOB ENVIRONMENTS, WHILE ALSO PROVIDING FAMILIES WITH ACCESS TO ESSENTIAL RESOURCES, LIKE ONLINE JOB PORTALS, TELEMEDICINE, ONLINE BANKING, AND MORE. UNITED WAY OF METROPOLITAN DALLAS PARTNERED WITH AT&T, COMPUDOPT, AND CARDBOARD PROJECT TO PROVIDE MORE THAN 2,000 REFURBISHED LAPTOPS, DIGITAL LITERACY CLASSES, AND TECHNOLOGY SUPPORT TO K-12 STUDENTS, YOUNG ADULTS, AND FAMILIES ACROSS VARIOUS LOCATIONS IN SOUTHERN DALLAS. 4. SOUTHERN DALLAS THRIVES IS A TARGETED INITIATIVE ADVANCING OUR MISSION AND IMPACT WITH A FOCUS ON PROVIDING CRITICAL SERVICES, RESOURCES, AND SUPPORTS IN COMMUNITIES THAT HAVE BEEN UNDER-RESOURCED, UNDER-SERVED, AND DISPROPORTIONATELY IMPACTED BY LONG-TERM SYSTEMIC AND SYSTEMATIC RACISM. THROUGH THE SOUTHERN DALLAS THRIVES INITIATIVE, UNITED WAY OF METROPOLITAN DALLAS 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 WITHIN TARGETED COMMUNITIES FOR FAMILIES. 5. UNITED WAY SOCIAL INNOVATION LAB IS A CONTINUUM OF CAPACITY BUILDING PROGRAMS FOR SOCIAL ENTREPRENEURS IN EDUCATION, INCOME AND HEALTH. THE LAB CURRENTLY INCLUDES THE INCUBATOR (EARLY-STAGE), ACCELERATOR (MID-STAGE) AND ALUMNI PROGRAMS (SERVING GRADUATES OF THE INCUBATOR AND ACCELERATOR). BOTH THE INCUBATOR AND ACCELERATOR ARE MENTOR-DRIVEN PROGRAMS THAT INVEST IN ORGANIZATIONS THAT ARE FOCUSED ON IMPLEMENTING NOVEL SOLUTIONS TO COMMUNITY CHALLENGES THROUGH SEED FUNDING, INTENSIVE PROFESSIONAL DEVELOPMENT, MENTORSHIP AND COACHING, AND INCREASED VISIBILITY OPPORTUNITIES. THE ALUMNI PROGRAM, WHICH IS JUST LAUNCHING THIS YEAR, WILL FEATURE OPPORTUNITIES FOR ADDITIONAL INVESTMENTS OF FINANCIAL CAPITAL, HUMAN CAPITAL, AND SOCIAL CAPITAL AND OPPORTUNITIES FOR NETWORKING, CROSS-POLLINATION, AND COMMUNITY-BUILDING. IN FISCAL YEAR 2021-2022 THE PROGRAMS SUPPORTED 19 INCUBATOR FELLOWS GIVING $57,500 IN PROGRAM PAYMENTS AND AWARDS IN ADDITION TO 10 ACCELERATOR FELLOWS GIVING $520,000 IN PROGRAM PAYMENTS AND AWARDS. 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 2020-2021, 816 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 523 FAMILIES RECEIVED DIRECT PARENT EDUCATION PROGRAM SERVICES DURING FISCAL YEAR 2020-2021. ADDITIONALLY, 967 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 ISSUE OF CHILD HUNGER INSECURITY AND ACCESS. THE GOAL OF THE COUNCIL IS TO PROVIDE A SUPPORTIVE COLLABORATIVE AIMED AT INCREASING THE CAPACITY AND RESOURCES AVAILABLE TO ORGANIZATIONS WHO PROVIDE FEDERALLY FUNDED CHILD NUTRITION PROGRAMS WITHIN LOCAL COMMUNITIES. 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 COLLIN COUNTY. IN PARTNERSHIP WITH COMMUNITIES FOUNDATION OF TEXAS AND TOYOTA OF NORTH AMERICA, THIS PROGRAM PROVIDES TRAINING AND RESOURCES TO ENABLE SMALL AND MEDIUM SIZED NONPROFITS, CHURCHES, AND ORGANIZATIONS TO OPERATE MORE EFFICIENTLY, INCREASE THEIR IMPACT, AND GAIN ACCESS TO CAPITAL. IN FISCAL YEAR 2021-2022 THE PROGRAM SUPPORTED AND INVESTED IN NINE ORGANIZATIONS. 10. THE DALLAS RENTAL ASSISTANCE COLLABORATIVE (DRAC) IS FUNDED WITH THE TREASURY DEPARTMENT'S EMERGENCY RENTAL ASSISTANCE PROGRAM (ERAP) AND SERVES HOUSEHOLDS WITHIN THE CITY OF DALLAS WHO HAVE BEEN AFFECTED BY COVID IN SOME FORM, FINANCIALLY. IN PARTNERSHIP WITH 15 NONPROFIT ORGANIZATIONS UNITED WAY HAS SERVED 7,239 HOUSEHOLDS AND DISTRIBUTED $31,044,555.49 FROM JUNE 2020 - DECEMBER 2022. IN ADDITION TO DISTRIBUTING FUNDS, UNITED WAY HAS ALSO ESTABLISHED AN EXTENSIVE RENTAL ASSISTANCE NAVIGATION SYSTEM WITHIN DRAC TO ALLOW THE MOST VULNERABLE HOUSEHOLDS IN NEED, THOSE EVICTED WITH A COURT ORDER, TO RECEIVE FAST AND EFFECTIVE SERVICES TO AVOID EVICTION.
4b (Code:   ) (Expenses $ 17,933,719 including grants of $ 15,108,000 ) (Revenue $   )
WE COLLABORATED WITH A BROAD SPECTRUM OF COMMUNITY PARTNERS TO DEVELOP OUR ASPIRE 2030 GOALS: OUR NORTH STAR FOR DRIVING TRANSFORMATIONAL CHANGE AND ADVANCING RACIAL EQUITY IN EDUCATION, INCOME, AND HEALTH ACROSS NORTH TEXAS THROUGH THE YEAR 2030. IN EDUCATION WE SEEK TO INCREASE BY 50% THE NUMBER OF NORTH TEXAS STUDENTS READING ON GRADE LEVEL 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. (CONTINUED IN SCHEDULE O) IN FISCAL YEAR 2021-2022, UNITED WAY OF METROPOLITAN DALLAS CREATED POSITIVE IMPACT ON THE LIVES OF MORE THAN 1.5 MILLION NORTH TEXANS AND INVESTED IN 118 EXCEPTIONAL EDUCATION, INCOME, AND HEALTH ORGANIZATIONS THROUGH OUR COMMUNITY IMPACT GRANTS. EDUCATION 840,000 STUDENTS LAID THE GROUNDWORK FOR CONTINUED EDUCATIONAL SUCCESS.INCOME265,000 NORTH TEXANS RECEIVED ASSISTANCE TO GET AND KEEP BETTER JOBS AND BUILD SAVINGS FOR THE FUTURE. HEALTH 385,000 NEIGHBORS GAINED ACCESS TO THE HEALTH AND WELLNESS RESOURCES THEY NEED TO LIVE LONGER, HEALTHIER LIVES.
4c (Code:   ) (Expenses $ 3,672,220 including grants of $ 3,672,220 ) (Revenue $ 461,344 )
UNITED WAY OF METROPOLITAN DALLAS, INC. ENABLES DONORS TO DESIGNATE THEIR GIFTS TO OTHER UNITED WAYS OR TO SPECIFIC AGENCIES. IN FISCAL YEAR 2021-2022, UNITED WAY OF METROPOLITAN DALLAS, INC. PROCESSED $3,672,220 IN DESIGNATIONS.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet53,871,781
Form 990 (2021)
Form 990 (2021)
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 Rev. Proc. 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 (2021)
Form 990 (2021)
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
Yes
 
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 the 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 line 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 on 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
54
b
Enter the number of Forms W-2G included on 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 (2021)
Form 990 (2021)
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
135
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
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 the 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
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
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
25
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
25
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 on 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 on 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 on 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 (1024 or 1024-A, if applicable), 990, and 990-T (section 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 (2021)
Form 990 (2021)
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 the 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, Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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 the 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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(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) CHARLENE LAKE......................................................................
BOARD CHAIR
 5.00
.................
0.00 		X   X       0 0 0
(2) TERRI WEST......................................................................
UWFMD CHAIR/COMP. CHR (AS OF 1/22)
 2.00
.................
5.00 		X   X       0 0 0
(3) STEVEN WILLIAMS......................................................................
AT-LRG MEM (THRU)/VC (AS OF 1/22)
 5.00
.................
0.00 		X   X       0 0 0
(4) JAMES HINTON......................................................................
VICE CHAIR/COMP. CHR (THRU 12/21)
 2.00
.................
0.00 		X   X       0 0 0
(5) MICHELLE VOPNI......................................................................
TREASURER
 5.00
.................
0.00 		X   X       0 0 0
(6) DAN BERNER......................................................................
AT-LARGE MEMBER
 2.00
.................
0.00 		X           0 0 0
(7) KARL BOVEE......................................................................
AT-LARGE MEMBER
 2.00
.................
0.00 		X           0 0 0
(8) ANTONIO CARRILLO......................................................................
AT-LARGE MEMBER
 2.00
.................
0.00 		X           0 0 0
(9) JORGE CORRAL......................................................................
AT-LARGE MEMBER
 2.00
.................
0.00 		X           0 0 0
(10) RICHARD FEDOCK......................................................................
AUDIT AND ETHICS CHAIR
 5.00
.................
0.00 		X           0 0 0
(11) REGEN HORCHOW......................................................................
AT-LARGE MEMBER
 2.00
.................
0.00 		X           0 0 0
(12) SCOTT HUDSON......................................................................
AT-LARGE MEMBER
 2.00
.................
0.00 		X           0 0 0
(13) CHRISTY ALKIDAS JACOBY......................................................................
AT-LARGE MEMBER (AS OF 01/22)
 2.00
.................
0.00 		X           0 0 0
(14) DAVID MARTIN......................................................................
AT-LARGE MEMBER
 2.00
.................
0.00 		X           0 0 0
(15) GAIL MCDONALD......................................................................
AT-LARGE MEMBER
 2.00
.................
0.00 		X           0 0 0
(16) SCOTT MOORE......................................................................
AT-LARGE MEMBER
 2.00
.................
0.00 		X           0 0 0
(17) JOHN OLAJIDE......................................................................
AT-LARGE MEMBER
 2.00
.................
0.00 		X           0 0 0
Form 990 (2021)
Form 990 (2021)
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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(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) DAVID PARK........................................................................
AT-LARGE MEMBER
 2.00
.......................0.00 		X           0 0 0
(19) SANDRA PHILLIPS ROGERS........................................................................
AT-LARGE MEMBER
 2.00
.......................0.00 		X           0 0 0
(20) LORI RYERKERK........................................................................
AT-LARGE MEMBER
 2.00
.......................0.00 		X           0 0 0
(21) JENNIFER SAENZ........................................................................
AT-LARGE MEMBER
 2.00
.......................0.00 		X           0 0 0
(22) JEAN SAVAGE........................................................................
AT-LARGE MEMBER
 2.00
.......................0.00 		X           0 0 0
(23) PETER SEFZIK........................................................................
AT-LARGE MEMBER
 2.00
.......................0.00 		X           0 0 0
(24) JULIE VAN HAREN........................................................................
RESOURCE DEVELOPMENT CHAIR
 5.00
.......................0.00 		X           0 0 0
(25) BOB WRIGHT........................................................................
COMMUNITY IMPACT CHAIR
 5.00
.......................0.00 		X           0 0 0
(26) CHRIS WYSE........................................................................
AT-LARGE MEMBER (AS OF 01/22)
 2.00
.......................0.00 		X           0 0 0
(27) JENNIFER SAMPSON........................................................................
PRESIDENT AND CEO
 32.00
.......................8.00 		    X       615,006 0 128,036
(28) SUSAN E PEEK........................................................................
CHIEF IMPACT/STRATEGY OFFICER
 34.00
.......................6.00 		    X       448,626 0 45,387
(29) JANICE W HARISSIS........................................................................
CHIEF FINANCIAL OFFICER
 38.00
.......................2.00 		    X       315,012 0 17,771
(30) JENNIFER A REEVES........................................................................
CORPORATE SECRETARY
 40.00
.......................0.00 		    X       93,536 0 28,271
(31) ASHLEY O BRUNDAGE........................................................................
EXEC. DIRECTOR, HOUSING STABILITY
 40.00
.......................0.00 		      X     189,939 0 45,004
(32) SUSAN D HUTCHESON........................................................................
VP, LEADERSHIP GIVING
 40.00
.......................0.00 		        X   142,607 0 41,361
(33) CANDACE C BARNES........................................................................
SVP, HUMAN RESOURCES
 40.00
.......................0.00 		        X   136,877 0 43,146
(34) ANGELA FLOYD........................................................................
VP, IT & GIFT PROCESSING
 40.00
.......................0.00 		        X   134,328 0 30,125
(35) ANN C MONTGOMERY........................................................................
VP, INNOVATION AND DESIGN
 40.00
.......................0.00 		        X   129,421 0 16,752
(36) DEAN A JENKS........................................................................
SR. DIRECTOR, CORP. ENGAGEMENT
 40.00
.......................0.00 		        X   129,654 0 9,173
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 2,335,006 0 405,026
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 MediumBullet28
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
HEARTS AND SCIENCE LLC

200 VARICK STREET 11TH FLOOR
NEW YORK,NY10014 		ADVERTISING & MEDIA SERVICES 281,098
LEGENDS HOSPITALITYLLC

1 ATT WAY
ARLINGTON,TX76011 		EVENT PLANNING 238,604
FERST FOUNDATION FOR CHILDHOOD LITERACY

237 N SECOND STREET
MADISON,GA30650 		PROGRAM IMPL & OVERSIGHT 221,321
CYNTHIA ROUND

333 WEST 86TH STREET APT 1607
NEW YORK,NY10024 		CONSULTING SERVICES 212,676
GOODR FOUNDATION

691 JOHN WESLEY DOBBS AVE NE SUIT
ATLANTA,GA30312 		POP-UP PROVIDER 200,000
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet11
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a 197,637
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 2,645,000
e Government grants (contributions)1e 27,806,054
f All other contributions, gifts, grants, and similar amounts not included above1f 31,934,740
g Noncash contributions included in lines 1a - 1f:$ 1g 2,226,444
h Total. Add lines 1a-1f.......MediumBullet 62,583,431
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 21,718     21,718
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   2,728,949 7a
b Less: cost or other basis and sales expenses 26,925 2,730,632 7b
c Gain or (loss) -26,925 -1,683 7c
d Net gain or (loss).........MediumBullet -28,608     -28,608
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 461,344 461,344    
b FLEX CREDITS 900099 14,500     14,500
c INSURANCE REIMBURSEMENT 900099 4,750     4,750
d All other revenue .... 13,524     13,524
e Total. Add lines 11a–11d ...... MediumBullet 494,118
12 Total revenue. See instructions.....MediumBullet 63,070,659 461,344 0 25,884
Form 990 (2021)
Form 990 (2021)
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 .... 44,377,524 44,377,524
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 1,515,294 1,515,294
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 ........... 1,928,012 833,835 379,049 715,128
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........ 5,498,491 1,776,256 1,606,376 2,115,859
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 210,672 82,757 44,876 83,039
9 Other employee benefits ....... 878,518 362,221 301,686 214,611
10 Payroll taxes ........... 607,905 273,946 114,459 219,500
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 6,860   6,860  
c Accounting ........... 210,627 46,997 120,443 43,187
d Lobbying ...........        
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) 1,734,406 841,827 581,640 310,939
12 Advertising and promotion .... 979,847 664,761 8,711 306,375
13 Office expenses ....... 624,685 42,917 74,472 507,296
14 Information technology ...... 2,412,477 989,999 157,729 1,264,749
15 Royalties ..        
16 Occupancy ........... 455,174 323,698 41,370 90,106
17 Travel ............ 38,090 22,868 6,753 8,469
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 765,067 292,794 11,264 461,009
20 Interest ........... 12,543 9,407 1,035 2,101
21 Payments to affiliates ....... 848,421 709,534 55,487 83,400
22 Depreciation, depletion, and amortization .. 712,022 595,464 46,566 69,992
23 Insurance ... 86,608 65,844 6,852 13,912
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 38,036 24,116 11,529 2,391
b EXTERNAL GIFTS 32,657 7,622 7,321 17,714
c EMPLOYEE RELATIONS 26,283 9,597 10,558 6,128
d SUBSCRIPTIONS & PUBL. 9,908 2,503 4,375 3,030
e All other expenses 2,461   2,461  
25 Total functional expenses. Add lines 1 through 24e 64,012,588 53,871,781 3,601,872 6,538,935
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 (2021)
Form 990 (2021)
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 ........ 11,860,175 1 4,935,569
2 Savings and temporary cash investments ......... 6,353,458 2 4,427,382
3 Pledges and grants receivable, net ...... 14,145,173 3 14,601,108
4 Accounts receivable, net .............   4  
5 Loans and other receivables from 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 ...... 401,572 9 1,451,998
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 13,510,287
b Less: accumulated depreciation 10b 9,341,020 4,794,791 10c 4,169,267
11 Investments—publicly traded securities . 484,660 11 0
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 14,828,155 15 14,071,235
16 Total assets. Add lines 1 through 15 (must equal line 33)... 52,867,984 16 43,656,559
Liabilities 17 Accounts payable and accrued expenses ..... 7,411,724 17 3,942,811
18 Grants payable ... 7,450,000 18 5,000,000
19 Deferred revenue .........   19  
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 .. 1,653,966 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 1,586,983 25 4,138,919
26 Total liabilities. Add lines 17 through 25.. 18,102,673 26 13,081,730
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 .......... 14,450,136 27 13,087,930
28 Net assets with donor restrictions ........... 20,315,175 28 17,486,899
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 ........... 34,765,311 32 30,574,829
33 Total liabilities and net assets/fund balances ........ 52,867,984 33 43,656,559
Form 990 (2021)
Form 990 (2021)
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
63,070,659
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
64,012,588
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-941,929
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
34,765,311
5
Net unrealized gains (losses) on investments ...............
5
-27,177
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
-3,221,376
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
30,574,829
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 on
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 (2021)
Form 990 (2021)
Additional Data


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

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
2021
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) 2021

Schedule A (Form 990) 2021
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) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 56,302,770 63,322,626 53,655,309 57,871,691 62,583,431 293,735,827
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 56,302,770 63,322,626 53,655,309 57,871,691 62,583,431 293,735,827
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) .. 54,829,180
6 Public support. Subtract line 5 from line 4. 238,906,647
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
7 Amounts from line 4.. 56,302,770 63,322,626 53,655,309 57,871,691 62,583,431 293,735,827
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 163,334 262,509 162,532 105,229 21,718 715,322
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.).. 90,631 16,641 89,810 116,588 32,774 346,444
11 Total support. Add lines 7 through 10 294,797,593
12
12
5,805,492
13
First 5 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
81.040 %
15
15
75.310 %
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) 2021

Schedule A (Form 990) 2021
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) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (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) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (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 on 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) 2021

Schedule A (Form 990) 2021
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on 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 on 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) 2021

Schedule A (Form 990) 2021
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 on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, 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 line 2 above, 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 lines 2a and 2b 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 on line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2021

Schedule A (Form 990) 2021
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 0.015 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 0.035 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) 2021

Schedule A (Form 990) 2021
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 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2021 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2021 		(iii)
Distributable
Amount for 2021
1 Distributable amount for 2021 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2021:
a From 2016.......  
b From 2017.......  
c From 2018.......  
d From 2019.......  
e From 2020.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2021 distributable amount  
i Carryover from 2016 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2021 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2021 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2021, 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 2021. 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 2022. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2017.....  
b Excess from 2018.....  
c Excess from 2019.....  
d Excess from 2020.....  
e Excess from 2021.....  
Schedule A (Form 990) (2021)

Schedule A (Form 990) 2021
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 - 2017 AMOUNT: $ 30. 2018 AMOUNT: $ 914. 2019 AMOUNT: $ 3,386. 2020 AMOUNT: $ 18,933. 2021 AMOUNT: $ 13,524. FLEX CREDIT - 2017 AMOUNT: $ 25,682. 2018 AMOUNT: $ 9,295. 2019 AMOUNT: $ 52,919. 2020 AMOUNT: $ 46,656. 2021 AMOUNT: $ 14,500. INSURANCE COMPANY DIVIDEND - 2017 AMOUNT: $ 8,989. 2018 AMOUNT: $ 6,432. 2019 AMOUNT: $ 13,523. 2020 AMOUNT: $ 43,559. 2021 AMOUNT: $ 4,750. GROSS FUNDRAISING REVENUE - 2017 AMOUNT: $ 55,930. DEFERRED COMPENSATION - 2019 AMOUNT: $ 19,982. 2020 AMOUNT: $ 7,440.
Schedule A (Form 990) 2021


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
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
2021
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) (2021)
Schedule B (Form 990) (2021) 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) (2021)
Schedule B (Form 990) (2021)
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) (2021)
Schedule B (Form 990) (2021)
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) (2021)
Additional Data


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

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
2021
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.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
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) ...................... 180,649 0
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................ 5,000 0
c Total lobbying expenditures (add lines 1a and 1b) ............................................................ 185,649 0
d Other exempt purpose expenditures ............................................................................... 63,826,939 0
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 64,012,588 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) 2018 (b) 2019 (c) 2020 (d) 2021 (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 219,009 246,022 216,716 185,649 867,396
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 218,936 241,022 211,716 180,649 852,323
Schedule C (Form 990) 2021


Schedule C (Form 990) 2021
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) 2021


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
2021
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) 2021

Schedule D (Form 990) 2021
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 .... 54,572,331 43,865,673 47,147,486 45,173,952 41,867,356
b Contributions ... 2,806,865 1,376,636 2,242,870 1,799,685 3,258,494
c Net investment earnings, gains, and losses -7,728,000 12,536,616 1,682,382 2,761,370 3,137,160
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		2,111,160 3,206,594 3,182,266 2,587,521 3,089,058
f Administrative expenses ....     4,024,799    
g End of year balance ...... 47,540,036 54,572,331 43,865,673 47,147,486 45,173,952
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet50.680 %
b
Permanent endowment SchDMd Bullet47.580 %
c
Term endowment SchDMd Bullet1.740 %
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 ....   8,759,373 5,822,282 2,937,091
c Leasehold improvements   1,299,193 657,547 641,646
d Equipment ....   2,497,314 2,166,072 331,242
e Other .....   743,148 695,119 48,029
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 4,169,267
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)BENEFICIAL INTEREST IN TRUSTS 10,790,607
(2)DUE FROM UNITED WAY FOUNDATION 3,097,705
(3)DEFERRED COMPENSATION 182,923
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 14,071,235
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 4,138,919
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) 2021

Schedule D (Form 990) 2021
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 57,494,271
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -27,177
b Donated services and use of facilities ......... 2b 289,725
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -5,865,861
e Add lines 2a through 2d ..................... 2e -5,603,313
3 Subtract line 2e from line 1.................. 3 63,097,584
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 -26,925
c Add lines 4a and 4b.................... 4c -26,925
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 63,070,659
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 61,684,753
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 289,725
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d -3,645,295
e Add lines 2a through 2d.................... 2e -3,355,570
3 Subtract line 2e from line 1................... 3 65,040,323
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 -1,027,735
c Add lines 4a and 4b..................... 4c -1,027,735
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 64,012,588
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: 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, RECOGNIZING THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE-LIKELY-THAN-NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. UNITED WAY AND THE FOUNDATION APPLIED THE UNCERTAIN TAX POSITION GUIDANCE TO ALL TAX POSITIONS FOR WHICH THE STATUTE OF LIMITATIONS REMAINED OPEN AND DETERMINED THERE WERE NO MATERIAL UNRECOGNIZED TAX BENEFITS AS OF THAT DATE. UNITED WAY AND THE FOUNDATION DO NOT BELIEVE THERE IS ANY UNCERTAINTY WITH RESPECT TO THE TAX POSITION WHICH WOULD RESULT IN A MATERIAL CHANGE TO THE FINANCIAL STATEMENTS. UNITED WAY AND THE FOUNDATION ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES TO THE EXTENT THEY HAVE UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH THE GUIDANCE FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THAT THERE ARE NO MATERIAL INCOME TAX EFFECTS WITH RESPECT TO ITS FINANCIAL STATEMENTS. MANAGEMENT HAS DETERMINED THAT THERE IS NO MATERIAL UNRELATED BUSINESS INCOME TO REPORT FOR UNITED WAY OR THE FOUNDATION AND HAS NOT HISTORICALLY FILED UNRELATED BUSINESS INCOME TAX RETURNS. THEREFORE, TAX YEARS REMAIN OPEN FOR YEARS IN WHICH AN INCOME TAX RETURN HAS NOT BEEN FILED. THERE WAS NO INTEREST RELATED TO INCOME TAXES THAT HAS BEEN ACCRUED OR RECOGNIZED AS OF AND FOR THE YEARS ENDED JUNE 30, 2022 AND 2021.
PART XI, LINE 2D - OTHER ADJUSTMENTS: DESIGNATIONS TO AGENCIES -5,682,964. CHANGE OF INTEREST HELD IN TRUSTS -1,210,632. EMPLOYEE RETENTION CREDIT 1,027,735.
PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSALS -26,925.
PART XII, LINE 2D - OTHER ADJUSTMENTS: DESIGNATIONS TO AGENCIES -3,672,220. LOSS ON DISPOSAL 26,925.
PART XII, LINE 4B - OTHER ADJUSTMENTS: EMPLOYEE RETENTION CREDIT -1,027,735.
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 43,656,559 57,626,960 (5,708,541) 95,574,978 TOTAL LIABILITIES 13,081,730 3,563,205 (5,708,541) 10,936,394 NET ASSETS 30,574,829 54,063,755 0 84,638,584
Schedule D (Form 990) 2021


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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
2021
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) 2 INSPIRE PEACE INC
1409 S LAMAR STREET 211
DALLAS,TX75208 		84-3727348 501(C)(3) 17,150 0     PROGRAM OPS COST
(2) ABIDE WOMEN'S HEALTH SERVICES
2612 MARTIN LUTHER KING JR
DALLAS,TX75215 		82-3303040 501(C)(3) 61,615 0     PROGRAM OPS COST
(3) ADVOCATE FOUNDATION DBA DALLAS FREE PRESS
6301 GASTON AVE SUITE 820
DALLAS,TX75214 		20-5245262 501(C)(3) 27,500 0     PROGRAM OPS COST
(4) AES LITERACY INSTITUTE
8204 ELMBROOK DR STE 221
DALLAS,TX75247 		83-3899952 501(C)(3) 145,000 0     PROGRAM OPS COST
(5) AFTER8TOEDUCATE
2904 FLOYD ST SUITE B
DALLAS,TX75230 		82-3145228 501(C)(3) 25,000 0     PROGRAM OPS COST
(6) AFTER-SCHOOL ALL-STARS NORTH TEXAS
2902 SWISS AVE
DALLAS,TX75204 		95-4441208 501(C)(3) 142,500 0     PROGRAM OPS COST
(7) AGAPE RESOURCE & ASSISTANCE CENTER INC
1315 19TH ST SUITE 3A
PLANO,TX75074 		75-2942035 501(C)(3) 62,500 0     PROGRAM OPS COST
(8) ARK OF HOPE INC
701 ASHBURY DRIVE
MIDLOTHIAN,TX76065 		35-2528153 501(C)(3) 25,000 0     PROGRAM OPS COST
(9) ARTIST OUTREACH INC DBA THE ARTIST OUTREACH
10000 NORTH CENTRAL EXPRESSWAY
SUITE 400
DALLAS,TX75231 		46-0638240 501(C)(3) 50,000 0     PROGRAM OPS COST
(10) ASSISTANCE CENTER OF COLLIN COUNTY
900 E 18TH STREET
PLANO,TX75074 		75-1550604 501(C)(3) 10,000 0     PROGRAM OPS COST
(11) AUSTIN STREET CENTER
PO BOX 151085
DALLAS,TX75315 		75-1881365 501(C)(3) 42,329 0     PROGRAM OPS COST
(12) AVANCE DALLAS
2060 SINGLETON BLVD STE 103
DALLAS,TX75212 		75-2699260 501(C)(3) 463,758 0     PROGRAM OPS COST
(13) BACHMAN LAKE TOGETHER
9507 OVERLAKE DR
DALLAS,TX75220 		81-4526609 501(C)(3) 27,500 0     PROGRAM OPS COST
(14) BAYLOR HEALTH CARE SYSTEM DALLAS FOUNDATION
301 N WASHINGTON AVE
DALLAS,TX75246 		75-1606705 501(C)(3) 97,500 0     PROGRAM OPS COST
(15) BAYLOR UNIVERSITY
1111 W MOCKINGBIRD LANE SUITE 1350
DALLAS,TX75247 		74-1159753 501(C)(3) 81,000 0     PROGRAM OPS COST
(16) BEACON HILL PREPARATORY INSTITUTE
1402 CORINTH STREET SUITE 257
DALLAS,TX75215 		42-1624235 501(C)(3) 156,667 0     PROGRAM OPS COST
(17) BIG BROTHERS BIG SISTERS LONE STAR
450 E JOHN CARPENTER FREEWAY SUITE
300
IRVING,TX75062 		75-0800632 501(C)(3) 110,000 0     PROGRAM OPS COST
(18) BIG THOUGHT
1409 S LAMAR STE 1015
DALLAS,TX75215 		75-2170035 501(C)(3) 27,500 0     PROGRAM OPS COST
(19) BLACK HEART ASSOCIATION
1029 KAYLIE ST
GRAND PRAIRIE,TX75052 		82-1011939 501(C)(3) 25,000 0     PROGRAM OPS COST
(20) BOYS & GIRLS CLUBS OF COLLIN COUNTY
701 S CHURCH ST
MCKINNEY,TX75069 		75-1296869 501(C)(3) 60,000 0     PROGRAM OPS COST
(21) BOYS & GIRLS CLUBS OF GREATER DALLAS
4816 WORTH STREET
DALLAS,TX75246 		75-1152657 501(C)(3) 235,000 0     PROGRAM OPS COST
(22) BROTHER BILL'S HELPING HAND
3906 N WESTMORELAND
DALLAS,TX75212 		75-6027740 501(C)(3) 1,876,310 0     PROGRAM OPS COST
(23) BT FOUNDRY
4222 MAIN ST
DALLAS,TX75226 		30-1154635 501(C)(3) 25,000 0     PROGRAM OPS COST
(24) CAFE MOMENTUM
1510 PACIFIC AVE
DALLAS,TX75201 		32-0384561 501(C)(3) 27,500 0     PROGRAM OPS COST
(25) CARDBOARD PROJECT
4008 CAVALRY DR
PLANO,TX75023 		81-4431217 501(C)(3) 107,000 0     PROGRAM OPS COST
(26) CASA OF COLLIN COUNTY
101 E DAVIS STREET
MCKINNEY,TX75069 		75-2391961 501(C)(3) 12,500 0     PROGRAM OPS COST
(27) CASA OF DENTON COUNTY INC
614 N BELL AVE
DENTON,TX76209 		75-2417472 501(C)(3) 12,500 0     PROGRAM OPS COST
(28) CATCH UP & READ
3001 KNOX ST SUITE 207
DALLAS,TX75205 		45-3533496 501(C)(3) 47,500 0     PROGRAM OPS COST
(29) CATHOLIC CHARITIES OF DALLAS INC (4240)
1421 W MOCKINGBIRD LANE
DALLAS,TX75247 		75-2745221 501(C)(3) 1,634,691 0     PROGRAM OPS COST
(30) CEDAR HILL INDEPENDENT SCHOOL DISTRICT
285 UPTOWN BLVD BLDG 300
CEDAR HILL,TX75104 		75-6000346 501(C)(3) 91,950 0     PROGRAM OPS COST
(31) CHILD AND FAMILY GUIDANCE CENTERS
8915 HARRY HINES BLVD
DALLAS,TX752351717 		75-0800630 501(C)(3) 155,000 0     PROGRAM OPS COST
(32) CHILD POVERTY ACTION LAB
1808 S GOOD LATIMEREXPY SUITE 102
DALLAS,TX75246 		47-3863079 501(C)(3) 39,000 0     PROGRAM OPS COST
(33) CHILDCAREGROUP
1420 W MOCKINGBIRD LANE SUITE 300
DALLAS,TX75247 		75-0800634 501(C)(3) 1,322,435 0     PROGRAM OPS COST
(34) CHILDREN FIRST INC
202 COLLEGE STREET
GRAND PRAIRIE,TX75050 		75-2100237 501(C)(3) 15,000 0     PROGRAM OPS COST
(35) CHILDREN'S ADVOCACY CENTER FOR NORTH TEXAS
1854 CAIN DRIVE
LEWISVILLE,TX75077 		75-2559765 501(C)(3) 42,500 0     PROGRAM OPS COST
(36) CHILDREN'S ADVOCACY CENTER FOR ROCKWALL COUNTY
1350 E WASHINGTON STREET
ROCKWALL,TX75087 		47-4946358 501(C)(3) 42,500 0     PROGRAM OPS COST
(37) CHILDREN'S ADVOCACY CENTER OF COLLIN COUNTY
2205 LOS RIOS BOULEVARD
PLANO,TX75074 		75-2389095 501(C)(3) 110,000 0     PROGRAM OPS COST
(38) CHILDREN'S MEDICAL CENTER FOUNDATION
1935 MEDICAL DISTRICT DR
DALLAS,TX75235 		75-2062015 501(C)(3) 148,400 0     PROGRAM OPS COST
(39) CHOCOLATE MINT FOUNDATION
201 EXECUTIVE WAY
DESOTO,TX75115 		27-1589053 501(C)(3) 2,464,160 0     PROGRAM OPS COST
(40) CHRISTIAN COMMUNITY ACTION
200 SOUTH MILL STREET
LEWISVILLE,TX75057 		23-7319371 501(C)(3) 25,000 0     PROGRAM OPS COST
(41) CIRCLE TEN COUNCIL BOY SCOUTS OF AMERICA
8605 HARRY HINES BOULEVARD
DALLAS,TX75235 		75-0800615 501(C)(3) 65,000 0     PROGRAM OPS COST
(42) CITY HOUSE
830 CENTRAL PKWY EAST SUITE 350
PLANO,TX75074 		75-2213291 501(C)(3) 15,000 0     PROGRAM OPS COST
(43) CITY YEAR INC
1201 MAIN STREET SUITE 1300
DALLAS,TX75218 		22-2882549 501(C)(3) 85,000 0     PROGRAM OPS COST
(44) CITYSQUARE
PO BOX 140024
DALLAS,TX75214 		75-2332948 501(C)(3) 3,078,840 0     PROGRAM OPS COST
(45) COMBINED ARMS
2929 MCKINNEY ST
HOUSTON,TX77042 		47-5648923 501(C)(3) 25,000 0     PROGRAM OPS COST
(46) COMMIT
3800 MAPLE AVENUE SUITE 800
DALLAS,TX75219 		80-0790222 501(C)(3) 70,000 0     PROGRAM OPS COST
(47) COMMUNITIES IN SCHOOLS OF NORTH TEXAS INC
217 S STEMMONS FWY
LEWISVILLE,TX75067 		75-2496426 501(C)(3) 72,500 0     PROGRAM OPS COST
(48) COMMUNITIES IN SCHOOLS OF THE DALLAS REGION
1341 W MOCKINGBIRD LANE SUITE 1000E
DALLAS,TX75247 		75-2044117 501(C)(3) 62,500 0     PROGRAM OPS COST
(49) COMMUNITY COUNCIL OF GREATER DALLAS
1341 W MOCKINGBIRD LN SUITE 1000W
DALLAS,TX752476913 		75-0800631 501(C)(3) 269,444 0     PROGRAM OPS COST
(50) CONCORD MISSIONARY BAPTIST CHURCH
6808 PASTOR BAILEY DRIVE
DALLLAS,TX75237 		75-1523441 501(C)(3) 41,000 0     PROGRAM OPS COST
(51) CORNERSTONE ASSISTANCE NETWORK
PO BOX 53
PROSPER,TX75078 		27-2535979 501(C)(3) 15,000 0     PROGRAM OPS COST
(52) CORNERSTONE COMMUNITY DEVELOPMENT
1819 MARTIN LUTHER KING JR BLVD
DALLAS,TX75215 		75-2623357 501(C)(3) 10,000 0     PROGRAM OPS COST
(53) CORNERSTONE CROSSROADS ACADEMY
2815 S ERVAY STREET
DALLAS,TX75215 		11-3761734 501(C)(3) 37,500 0     PROGRAM OPS COST
(54) CORNERSTONE FOUNDATION
6801 PARKWOOD BLVD STE 300
PLANO,TX75024 		75-6039968 501(C)(3) 26,667 0     PROGRAM OPS COST
(55) CORPORATION FOR A SKILLED WORKFORCE
1100 VICTORS WAY SUITE 10
ANN ARBOR,MI48108 		38-2991143 501(C)(3) 53,083 0     PROGRAM OPS COST
(56) COUNTY OF DALLAS
1201 ELM STREET SUITE 2300
DALLAS,TX75270 		75-6000905 501(C)(3) 74,587 0     PROGRAM OPS COST
(57) COVENANT PURPOSE AND RESTORATION FAMILY CENTER
2154 W NW HWY SUITE 205
DALLAS,TX75220 		47-2112781 501(C)(3) 15,000 0     PROGRAM OPS COST
(58) CRISTO REY DALLAS HIGH SCHOOL
1064 N ST AUGUSTINE DRIVE
DALLAS,TX75217 		46-3737066 501(C)(3) 50,000 0     PROGRAM OPS COST
(59) CROSSROADS COMMUNITY SERVICE
4500 SOUTH COCKRELL HILL RD
DALLAS,TX75236 		47-2676714 501(C)(3) 50,000 0     PROGRAM OPS COST
(60) DALLAS AFTERSCHOOL
3900 WILLOW ST STE 110
DALLAS,TX75226 		76-0838983 501(C)(3) 163,850 0     PROGRAM OPS COST
(61) DALLAS BETHLEHEM CENTER
4410 LELAND AVE
DALLAS,TX75215 		75-0800667 501(C)(3) 10,000 0     PROGRAM OPS COST
(62) DALLAS CHILDREN'S ADVOCACY CENTER
5351 SAMUELL BLVD
DALLAS,TX75228 		75-2303404 501(C)(3) 161,428 0     PROGRAM OPS COST
(63) DALLAS COUNTY COMMUNITY COLLEGE DISTRICT FOUNDATION INC
1601 BOTHAM JEAN BLVD
DALLAS,TX75215 		23-7326612 501(C)(3) 845,308 0     PROGRAM OPS COST
(64) DALLAS COUNTY HOSPITAL DISTRICT
PARKLAND HEALTH HOSPITAL SYSTEM PO
BOX 660599
DALLAS,TX75266 		75-6004221 501(C)(3) 56,954 0     PROGRAM OPS COST
(65) DALLAS COUNTY MENTAL HEALTH & MENTAL RETARDATION CENTER DBA METROCARE SERVI
1345 RIVER BEND DRIVE SUITE 200
DALLAS,TX75247 		75-1285603 501(C)(3) 284,146 0     PROGRAM OPS COST
(66) DALLAS EDUCATION FOUNDATION
3700 ROSS AVENUE BOX 108
DALLAS,TX75204 		20-5533398 501(C)(3) 68,028 0     PROGRAM OPS COST
(67) DALLAS FT WORTH HOSPITAL COUNCIL
300 DECKER DRIVE SUITE 300
IRVING,TX75062 		23-7004426 501(C)(3) 6,667 0     PROGRAM OPS COST
(68) DALLAS INDEPENDENT SCHOOL DISTRICT
9400 N CENTRAL EXPWY
DALLAS,TX75231 		75-6001278 501(C)(3) 354,874 0     PROGRAM OPS COST
(69) DALLAS REGIONAL CHAMBER
500 N AKARD STREET SUITE 2600
DALLAS,TX75201 		75-0223440 501(C)(3) 30,000 0     PROGRAM OPS COST
(70) DALLAS SERVICES-CENTER FOR VISION
5442 LA SIERRA DRIVE
DALLAS,TX75231 		75-0958408 501(C)(3) 62,500 0     PROGRAM OPS COST
(71) DEAF ACTION CENTER
PO BOX 7527
DALLAS,TX75209 		75-1575599 501(C)(3) 27,000 0     PROGRAM OPS COST
(72) DENTON COUNTY FRIENDS OF THE FAMILY
PO BOX 640
DENTON,TX76202 		75-1734175 501(C)(3) 67,500 0     PROGRAM OPS COST
(73) DWELL WITH DIGNITY
3112 HOOD STREET
DALLAS,TX75219 		26-4658235 501(C)(3) 11,915 0     PROGRAM OPS COST
(74) EDUCATION IS FREEDOM
1111 W MOCKINGBIRD LANE SUITE 1300B
DALLAS,TX75204 		04-3643313 501(C)(3) 25,000 0     PROGRAM OPS COST
(75) EDUCATION OPENS DOORS INC
2804 SWISS AVENUE
DALLAS,TX75204 		46-0781846 501(C)(3) 50,000 0     PROGRAM OPS COST
(76) EMPOWERING THE MASSES
2922 MARTIN LUTHER KING JR BLVD
DALLAS,TX75215 		82-4300966 501(C)(3) 60,000 0     PROGRAM OPS COST
(77) EQUAL HEART
4848 LEMMON AVE 513
DALLAS,TX75219 		46-2846816 501(C)(3) 25,000 0     PROGRAM OPS COST
(78) ESSENCE DANCE ACADEMY LLC
PO BOX 693
CEDAR HILL,TX75106 		81-5241741   42,750 0     PROGRAM OPS COST
(79) ESTE2MBUILDERS
1221 SYLVAN AVENUE
DALLAS,TX75208 		82-3381214   25,000 0     PROGRAM OPS COST
(80) FAMILIES TO FREEDOM
1720 REGAL ROW SUITE 135
DALLAS,TX75235 		47-3184478 501(C)(3) 15,000 0     PROGRAM OPS COST
(81) FAMILY CARE CONNECTION
6969 PASTOR BAILEY DR SUITE 140
DALLAS,TX75237 		20-1211618 501(C)(3) 174,999 0     PROGRAM OPS COST
(82) FAMILY COMPASS
4210 JUNIUS STREET
DALLAS,TX75246 		75-2400158 501(C)(3) 353,062 0     PROGRAM OPS COST
(83) FAMILY GATEWAY INC
711 S ST PAUL STREET
DALLAS,TX75201 		75-2105579 501(C)(3) 480,961 0     PROGRAM OPS COST
(84) FAMILY PLACE
PO BOX 7999
DALLAS,TX75209 		75-1590896 501(C)(3) 340,000 0     PROGRAM OPS COST
(85) FEED OAK CLIFF
3432 SPRUCE VALLEY LANE
DALLAS,TX75233 		47-4797832 501(C)(3) 25,000 0     PROGRAM OPS COST
(86) FERST FOUNDATION FOR CHILDHOOD LITERACY
237 N SECOND STREET
MADISON,GA30650 		58-2489181 501(C)(3) 259,779 0     PROGRAM OPS COST
(87) FII - NATIONAL (UPTOGETHER)
663 13TH ST SUITE 200
OAKLAND,CA94612 		02-0784790 501(C)(3) 691,000 0     PROGRAM OPS COST
(88) FIRST3YEARS
15851 DALLAS PARKWAY 106
ADDISON,TX75001 		75-2067421 501(C)(3) 32,000 0     PROGRAM OPS COST
(89) FOR OAK CLIFF
4478 SOUTH MARSALIS AVE
DALLAS,TX75216 		81-3768369   27,500 0     PROGRAM OPS COST
(90) FOUNDATION COMMUNITIES
3036 SOUTH FIRST STREET
AUSTIN,TX78704 		74-2563260 501(C)(3) 214,496 0     PROGRAM OPS COST
(91) FOUNDATION FOR CHOICE
2904 FLOYD ST STE D
DALLAS,TX75204 		47-1322221 501(C)(3) 30,000 0     PROGRAM OPS COST
(92) FOUNDATION FOR THE CALLIER CENTER AND COMMUNICATION DISORDERS
1966 INWOOD ROAD
DALLAS,TX752357205 		75-6035865 501(C)(3) 54,167 0     PROGRAM OPS COST
(93) GENESIS WOMEN'S SHELTER AND SUPPORT
4411 LEMMON AVENUE SUITE 201
DALLAS,TX75219 		87-1061849 501(C)(3) 167,500 0     PROGRAM OPS COST
(94) GIRL SCOUTS OF NORTHEAST TEXAS
6001 SUMMERSIDE DRIVE SUITE 101
DALLAS,TX75252 		75-1101571 501(C)(3) 167,500 0     PROGRAM OPS COST
(95) GIRLS INC OF METROPOLITAN DALLAS
2040 EMPIRE CENTRAL DRIVE
DALLAS,TX75235 		75-1305705 501(C)(3) 112,500 0     PROGRAM OPS COST
(96) GOODWILL INDUSTRIES OF DALLAS INC
3020 N WESTMORELAND RD
DALLAS,TX75212 		75-0800649 501(C)(3) 366,504 0     PROGRAM OPS COST
(97) GREENLIGHT VITALSIGN6 INC
13355 NOEL ROAD SUITE 1100
DALLAS,TX75240 		86-3305689   141,667 0     PROGRAM OPS COST
(98) HARMONY COMMUNITY DEVELOPMENT CORPORATION
6969 PASTOR BAILEY DR STE 110
DALLAS,TX75237 		26-1245799 501(C)(3) 3,000,737 0     PROGRAM OPS COST
(99) HEALING HANDS MINISTRIES
PO BOX 741524
DALLAS,TX75374 		65-1259379 501(C)(3) 37,500 0     PROGRAM OPS COST
(100) HEALTH SERVICES OF NORTH TEXAS INC
4401 N I-35 SUITE 312
DENTON,TX76207 		75-2252866 501(C)(3) 135,000 0     PROGRAM OPS COST
(101) HEART HOUSE
PO BOX 823162
DALLAS,TX75382 		75-2898097 501(C)(3) 40,500 0     PROGRAM OPS COST
(102) HOMEWARD BOUND INC
PO BOX 222194
DALLAS,TX752222194 		74-2127841 501(C)(3) 33,236 0     PROGRAM OPS COST
(103) HOPE RESTORED MISSIONS
1947 K AVENUE SUITE 300
PLANO,TX75074 		84-2252859 501(C)(3) 15,000 0     PROGRAM OPS COST
(104) HOUSING CRISIS CENTER
4210 JUNIUS STREET
DALLAS,TX75246 		75-1633304 501(C)(3) 414,689 0     PROGRAM OPS COST
(105) HOUSING FORWARD (FKA METRO DALLAS HOMELESS ALLIANCE)
2816 SWISS AVE
DALLAS,TX75204 		75-2461679 501(C)(3) 130,000 0     PROGRAM OPS COST
(106) INCARNATION PLACE INC
PO BOX 25323
DALLAS,TX75225 		82-0626524 501(C)(3) 22,500 0     PROGRAM OPS COST
(107) INSIGHT OPTICS
967 WOLFE LN NW
ATLANTA,GA30318 		47-4796075   141,667 0     PROGRAM OPS COST
(108) INSPIRING TOMORROWS LEADERS INC
8828 NORTH STEMMONS FREEWAY SUITE
507
DALLAS,TX75247 		90-0672495 501(C)(3) 37,500 0     PROGRAM OPS COST
(109) INTERFAITH FAMILY SERVICES(INTERFAITH HOUSING)
1651 MATILDA ST
DALLAS,TX75206 		75-2028254 501(C)(3) 595,920 0     PROGRAM OPS COST
(110) IRVING CARES
440 SOUTH NURSERY RD 101
IRVING,TX75060 		75-1436937 501(C)(3) 25,000 0     PROGRAM OPS COST
(111) JEWISH FAMILY SERVICE OF GREATER DALLAS
5402 ARAPAHO ROAD
DALLAS,TX75248 		75-1992728 501(C)(3) 291,500 0     PROGRAM OPS COST
(112) JUBILEE PARK & COMMUNITY CENTER
917 BANK STREET
DALLAS,TX75223 		75-2726296 501(C)(3) 82,500 0     PROGRAM OPS COST
(113) JUNIOR ACHIEVEMENT OF DALLAS INC
1201 EXECUTIVE DRIVE WEST
RICHARDSON,TX75081 		75-0881589 501(C)(3) 22,500 0     PROGRAM OPS COST
(114) JUNIOR PLAYERS
4054 MCKINNEY AVE SUITE 104
DALLAS,TX75204 		75-6061082 501(C)(3) 30,125 0     PROGRAM OPS COST
(115) KAMIN CONSULTING DBA YUMLISH
2121 N PEARL ST SUITE 300
DALLAS,TX75062 		45-5540783   70,000 0     PROGRAM OPS COST
(116) KIDDOFIT LLC
4613 JASMINE TRAIL
MIDLOTHIAN,TX76065 		83-4678156   23,575 0     PROGRAM OPS COST
(117) KIPP DALLAS-FORT WORTH INC
3200 SOUTH LANCASTER ROAD STE 230-A
DALLAS,TX75216 		01-0639602 501(C)(3) 85,000 0     PROGRAM OPS COST
(118) LA COSECHA PROJECT DBA HARVEST FOOD PROJECT
3445 LINDA DR
DALLAS,TX75220 		82-2023088 501(C)(3) 10,000 0     PROGRAM OPS COST
(119) LEADERSHIP FORWARD MENTORING PROGRAM
616 N MADISON AVE
DALLAS,TX75208 		82-0977074 501(C)(3) 15,000 0     PROGRAM OPS COST
(120) LITEHOUSE WELLNESS
5931 GREENVILE AVENUE 763
DALLAS,TX75206 		84-3884158 501(C)(3) 19,650 0     PROGRAM OPS COST
(121) LITERACY ACHIEVES
4210 JUNIUS ST 5TH FLOOR
DALLAS,TX75246 		75-2708992 501(C)(3) 95,000 0     PROGRAM OPS COST
(122) LITERACY INSTRUCTION FOR TEXAS (LIFT)
1610 SOUTH MALCOLM X BOULEVARD
SUITE 320
DALLAS,TX75226 		75-1095223 501(C)(3) 224,000 0     PROGRAM OPS COST
(123) LONE STAR JUSTICE ALLIANCE
3809 S 1ST STREET
AUSTIN,TX78704 		82-2345921 501(C)(3) 50,000 0     PROGRAM OPS COST
(124) LOS BARRIOS UNIDOS COMMUNITY CLINIC
809 SINGLETON BLVD
DALLAS,TX75212 		75-1378664 501(C)(3) 485,100 0     PROGRAM OPS COST
(125) LUMIN EDUCATION
924 WAYNE STREET
DALLAS,TX75223 		75-1612054 501(C)(3) 539,771 0     PROGRAM OPS COST
(126) MAURICE BARNETT GERIATRIC WELLNESS CENTER INC
401 W 16TH STREET SUITE 600
PLANO,TX75070 		75-1839305 501(C)(3) 17,500 0     PROGRAM OPS COST
(127) MEADOWS MENTAL HEALTH POLICY INSTITUE
2800 SWISS AVE
DALLAS,TX75204 		46-3992618 501(C)(3) 40,000 0     PROGRAM OPS COST
(128) MEALS ON WHEELS COLLIN COUNTY
600 N TENNESSEE STREET
MCKINNEY,TX75069 		75-1544507 501(C)(3) 10,000 0     PROGRAM OPS COST
(129) METHODIST HEALTH SYSTEM FOUNDATION
1441 N BECKLEY AVE
DALLAS,TX75203 		75-1548343 501(C)(3) 21,100 0     PROGRAM OPS COST
(130) METROCREST SERVICES
13801 HUTTON DR 150
FARMERS BRANCH,TX75234 		75-1548334 501(C)(3) 768,394 0     PROGRAM OPS COST
(131) MI ESCUELITA PRESCHOOL INC
4231 MAPLE AVENUE
DALLAS,TX75219 		75-1728505 501(C)(3) 215,000 0     PROGRAM OPS COST
(132) MILES OF FREEDOM
2922 MARTIN LUTHER KING JR BLVD
BUILDING A SUITE 118B
DALLAS,TX75215 		45-4959062 501(C)(3) 50,000 0     PROGRAM OPS COST
(133) MOMENTOUS INSTITUTE
106 E TENTH STREET
DALLAS,TX75203 		75-1855620 501(C)(3) 34,890 0     PROGRAM OPS COST
(134) MOSAIC FAMILY SERVICES INC
12225 GREENVILLE AVENUE SUITE 800
DALLAS,TX75243 		75-2484565 501(C)(3) 265,000 0     PROGRAM OPS COST
(135) MOUNTAIN HEALTH TECHNOLOGIES INC (DBA RIVER HEALTH)
1910 PACIFIC AVE 20000
DALLAS,TX75201 		84-2216410   14,167 0     PROGRAM OPS COST
(136) MY HEALTH MY RESOURCES OF TARRANT COUNTY (MHMR)
3840 HULEN STREET
FORT WORTH,TX76107 		75-1249456 501(C)(3) 9,500 0     PROGRAM OPS COST
(137) MY POSSIBILITIES
3601 MAPLESHADE LANE
PLANO,TX75023 		26-1509133 501(C)(3) 107,500 0     PROGRAM OPS COST
(138) MYPHI LLC
1708 ENCHANTRESS LANE
FLOWER MOUND,TX75028 		84-3668429   14,167 0     PROGRAM OPS COST
(139) NAMI NORTH TEXAS
2812 SWISS AVE
DALLAS,TX75204 		75-1875023 501(C)(3) 37,500 0     PROGRAM OPS COST
(140) NEW FRIENDS NEW LIFE
PO BOX 192378
DALLAS,TX75219 		75-2820473 501(C)(3) 25,000 0     PROGRAM OPS COST
(141) NEXUS RECOVERY CENTER INCORPORATED
8733 LA PRADA DRIVE
DALLAS,TX75201 		23-7169388 501(C)(3) 167,500 0     PROGRAM OPS COST
(142) NORTH DALLAS SHARED MINISTRIES
2875 MERRELL ROAD
DALLAS,TX75229 		75-1908563 501(C)(3) 80,000 0     PROGRAM OPS COST
(143) NORTH TEXAS DIVISION INC DBA MEDICAL CITY HEALTHCARE
13155 NOEL ROAD SUITE 2000
DALLAS,TX75240 		62-1667892   16,667 0     PROGRAM OPS COST
(144) NORTH TX FOOD BANK
4500 S COCKRELL HILL ROAD
DALLAS,TX75236 		75-1785357 501(C)(3) 20,000 0     PROGRAM OPS COST
(145) NPOWER
55 WASHINGTON STREET SUITE 560
BROOKLYN,NY11201 		13-4145441 501(C)(3) 112,851 0     PROGRAM OPS COST
(146) OAK CLIFF EMPOWERED INC
400 S ZANG BLVD C-59
DALLAS,TX75208 		26-1372146 501(C)(3) 22,500 0     PROGRAM OPS COST
(147) ONESEVENTEEN MEDIA
4012 BERKMAN DRIVE
AUSTIN,TX78723 		26-2309571   141,667 0     PROGRAM OPS COST
(148) OUR FRIENDS PLACE
6500 GREENVILLE AVE SUITE 620
DALLAS,TX75238 		75-2077719 501(C)(3) 20,000 0     PROGRAM OPS COST
(149) PARKLAND FOUNDATION FOR PARKLAND HEALTH & HOSPITAL SYSTEM
1341 W MOCKINGBIRD LANE SUITE 1100E
DALLAS,TX75247 		75-2089180 501(C)(3) 283,399 0     PROGRAM OPS COST
(150) PEDIPLACE
502 S OLD ORCHARD SUITE 126
LEWISVILLE,TX75067 		75-2512752 501(C)(3) 185,000 0     PROGRAM OPS COST
(151) PER SCHOLAS
211 N ERVAY STREET SUITE 700
DALLAS,TX75201 		04-3252955 501(C)(3) 228,184 0     PROGRAM OPS COST
(152) PRISM HEALTH NORTH TEXAS
3900 JUNIUS ST 300
DALLAS,TX75246 		75-2306145 501(C)(3) 610,297 0     PROGRAM OPS COST
(153) PRISON ENTREPRENEURSHIP PROGRAM
6501 NAVIGATION BLVD SUITE H7
HOUSTON,TX770111367 		20-1384253 501(C)(3) 160,250 0     PROGRAM OPS COST
(154) PROJECT TRANSFORMATION
4024 CARUTH BLVD
DALLAS,TX75225 		75-2930405 501(C)(3) 40,000 0     PROGRAM OPS COST
(155) PUEDE NETWORK
227 HARLANDALE AVE
DALLAS,TX75216 		47-4703462 501(C)(3) 15,000 0     PROGRAM OPS COST
(156) RAINBOW DAYS INC
THREE FOREST PLAZA 12221 MERIT
DRIVE SUITE 1700
DALLAS,TX75251 		75-1844908 501(C)(3) 70,000 0     PROGRAM OPS COST
(157) RAPE CRISIS CENTER OF COLLIN COUNTY DBA THE TURNING POINT
3325 SILVERSTONE DR
PLANO,TX75023 		75-2065785 501(C)(3) 32,500 0     PROGRAM OPS COST
(158) READERS 2 LEADERS
2800 N HAMPTON RD SUITE 120
DALLAS,TX75212 		90-0641325 501(C)(3) 121,667 0     PROGRAM OPS COST
(159) READING PARTNERS
2910 SWISS AVENUE
DALLAS,TX75204 		77-0568469 501(C)(3) 119,167 0     PROGRAM OPS COST
(160) REAL SCHOOL GARDENS
1700 UNIVERSITY DRIVE SUITE 260
FORT WORTH,TX76107 		20-5946552 501(C)(3) 67,500 0     PROGRAM OPS COST
(161) REDEMPTION BRIDGE
1506 W PIONEER PKWY SUITE 101
ARLINGTON,TX76013 		27-3500079 501(C)(3) 18,000 0     PROGRAM OPS COST
(162) REFUGEE SERVICES
9330 LBJ FREEWAY SUITE 350
DALLAS,TX75243 		75-1618251 501(C)(3) 37,500 0     PROGRAM OPS COST
(163) REGIONAL BLACK CONTRACTORS ASSOCIATION (RBCA) COMMUNITY DEVELOPMENT CORPORA
2627 MARTIN LUTHER KING JR BLVD
DALLAS,TX75215 		83-2391035 501(C)(3) 17,907 0     PROGRAM OPS COST
(164) RESOURCE CENTER OF DALLAS INC
5750 CEDAR SPRINGS ROAD
DALLAS,TX752356802 		75-1892059 501(C)(3) 147,500 0     PROGRAM OPS COST
(165) RICHARDSON ADULT LITERACY CENTER
701 W BELTLINE RD SUITE 110
RICHARDSON,TX75083 		75-2337073 501(C)(3) 15,000 0     PROGRAM OPS COST
(166) ROCKWALL COUNTY HELPING HANDS
950 WILLIAMS ST
ROCKWALL,TX75087 		75-2402276 501(C)(3) 75,000 0     PROGRAM OPS COST
(167) ROSA ES ROJO INC
PO BOX 250435
PLANO,TX75025 		81-3557997 501(C)(3) 25,000 0     PROGRAM OPS COST
(168) SCHOLARSHOT
2904 SWISS AVENUE
DALLAS,TX75204 		27-0232250 501(C)(3) 25,000 0     PROGRAM OPS COST
(169) SEEDS 2 STEM LLC
3662 W CAMP WISDOM RD SUITE 2044
DALLAS,TX75237 		85-2932775   84,800 0     PROGRAM OPS COST
(170) SENIOR CITIZENS OF GREATER DALLAS INC
3910 HARRY HINES BLVD
DALLAS,TX75219 		75-1085555 501(C)(3) 233,200 0     PROGRAM OPS COST
(171) SERVICES OF HOPE
5470 ELLSWORTH AVE
DALLAS,TX75206 		33-1104425 501(C)(3) 847,703 0     PROGRAM OPS COST
(172) SHARED HOUSING CENTER INC
402 N GOOD LATIMER EXPY
DALLAS,TX75204 		75-2137522 501(C)(3) 37,500 0     PROGRAM OPS COST
(173) SHARING LIFE COMMUNITY OUTREACH INC
3544 E EMPORIUM CIRCLE
MESQUITE,TX75150 		75-2831756 501(C)(3) 1,128,912 0     PROGRAM OPS COST
(174) SOCIAL VENTURE PARTNERS DALLAS (DEAC)
PO BOX 670546
DALLAS,TX75367 		75-2945359 501(C)(3) 140,000 0     PROGRAM OPS COST
(175) SOCIETY OF ST VINCENT DE PAUL OF NORTH TEXAS
3826 GILBERT AVE
DALLAS,TX75219 		75-1630370 501(C)(3) 52,500 0     PROGRAM OPS COST
(176) SOUTHERN DALLAS LINK
1020 SCOTLAND DR 3115
DESOTO,TX75115 		82-2392922 501(C)(3) 25,000 0     PROGRAM OPS COST
(177) SOUTHERN METHODIST UNIVERSITY
3140 DYER ST MS 261
DALLAS,TX75275 		75-0800689 501(C)(3) 70,000 0     PROGRAM OPS COST
(178) SOUTHWESTERN DIABETIC FOUNDATION INC
PO BOX 918
GAINESVILLE,TX762410918 		75-6002547 501(C)(3) 27,500 0     PROGRAM OPS COST
(179) SPIDA INC-BRASWELL CHILD DEVELOPMENT
2203 S 2ND AVE
DALLAS,TX75210 		75-2538361 501(C)(3) 15,500 0     PROGRAM OPS COST
(180) STEP UP
901 S CENTRAL EXPRESSWAY
RICHARDSON,TX75080 		95-4701468 501(C)(3) 20,000 0     PROGRAM OPS COST
(181) STUDIO BELLA FOR KIDS LLC
1450 OLD GATE LANE
DALLAS,TX75218 		82-1653436   70,000 0     PROGRAM OPS COST
(182) TR HOOVER COMMUNITY DEVELOPMENT CENTER
5106 BEXAR STREET
DALLAS,TX75215 		75-2700136 501(C)(3) 15,000 0     PROGRAM OPS COST
(183) TEXAS HEALTH RESOURCES FOUNDATION
612 E LAMAR BLVD SUITE 300
ARLINGTON,TX76011 		75-2022128 501(C)(3) 71,667 0     PROGRAM OPS COST
(184) TEXAS MUSLIM WOMEN'S FOUNDATION INC
PO BOX 863388
PLANO,TX75086 		20-3060929 501(C)(3) 80,000 0     PROGRAM OPS COST
(185) THE CAPITAL GOOD FUND
22 A ST
PROVIDENCE,RI02907 		80-0348382 501(C)(3) 96,231 0     PROGRAM OPS COST
(186) THE CONCILIO
650 FORT WORTH AVENUE SUITE 250
DALLAS,TX75208 		75-1770140 501(C)(3) 712,606 0     PROGRAM OPS COST
(187) THE COOPER INSTITUTE
12330 PRESTON RD
DALLAS,TX75230 		23-7075529 501(C)(3) 37,500 0     PROGRAM OPS COST
(188) THE DALLAS FOUNDATION-BONTON FARMS
6915 BEXAR STREET
DALLAS,TX75215 		75-2890371 501(C)(3) 50,000 0     PROGRAM OPS COST
(189) THE EDUCATOR COLLECTIVE
4346 SOMERVILLE AVE
DALLAS,TX75206 		47-1789138 501(C)(3) 25,000 0     PROGRAM OPS COST
(190) THE IF INSTITUTE-YOUNG LEADERS
1312 PAINTBRUSH ST
MESQUITE,TX75149 		84-3239436 501(C)(3) 31,500 0     PROGRAM OPS COST
(191) THE NORTH TEXAS ALLIANCE TO REDUCE UNINTENDED PREGNANCY IN TEENS
2300 W COMMERCE ST SUITE 212
SAN ANTONIO,TX78207 		20-5793076 501(C)(3) 15,000 0     PROGRAM OPS COST
(192) THE SALVATION ARMY
COLLINS SOCIAL SERVICE CENTER 5302
HARRY HINES BLVD
DALLAS,TX75235 		58-0660607 501(C)(3) 2,071,746 0     PROGRAM OPS COST
(193) THE SAMARITAN INN
1725 N MCDONALD STREET
MCKINNEY,TX75071 		75-1984285 501(C)(3) 45,000 0     PROGRAM OPS COST
(194) THE STEWPOT-FIRST PRESB
1835 YOUNG ST
DALLAS,TX75201 		75-0871727   37,500 0     PROGRAM OPS COST
(195) THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER
5323 HARRY HINES BLVD MC 9029
DALLAS,TX75235 		75-6002868   5,767 0     PROGRAM OPS COST
(196) THE WARREN CENTER
320 CUSTER ROAD
RICHARDSON,TX75080 		75-1282040 501(C)(3) 86,500 0     PROGRAM OPS COST
(197) TIA'S STEAM ENRICHMENT LLC
17630 DAVENPORT 103
DALLAS,TX75252 		82-0680309   28,350 0     PROGRAM OPS COST
(198) TRUSTED WORLD
906 W MCDERMOTT DR STE 116-277
ALLEN,TX75013 		45-5264332 501(C)(3) 50,000 0     PROGRAM OPS COST
(199) TURTLE CREEK MANOR INC
2707 ROUTH STREET
DALLAS,TX75201 		75-1282276 501(C)(3) 10,000 0     PROGRAM OPS COST
(200) U&I
8800 AMBASSADOR ROW
DALLAS,TX75247 		75-1008422 501(C)(3) 140,000 0     PROGRAM OPS COST
(201) UNDER 1 ROOF
5787 S HAMPTON RD SUITE 390
DALLAS,TX75232 		80-0765001 501(C)(3) 950,069 0     PROGRAM OPS COST
(202) UNIVERSITY OF NORTH TX AT DALLAS
7300 UNIVERSITY HILLS BLVD
DALLAS,TX75241 		27-1208151 501(C)(3) 50,000 0     PROGRAM OPS COST
(203) UNIVERSITY OF TEXAS FOUNDATION
PO BOX 250
AUSTIN,TX78767 		74-1587488 501(C)(3) 14,167 0     PROGRAM OPS COST
(204) UPLIFT EDUCATION
1825 MARKET CENTER BLVD SUITE 500
DALLAS,TX75207 		75-2659683 501(C)(3) 187,500 0     PROGRAM OPS COST
(205) URBAN TEACHER CENTER INC
1800 WASHINGTON BLVD SUITE 411
BALTIMORE,MD21230 		27-0989006 501(C)(3) 37,500 0     PROGRAM OPS COST
(206) VERITAS IMPACT PARTNERS
809 CUERNAVACA DRIVE
AUSTIN,TX78733 		83-1734762 501(C)(3) 70,000 0     PROGRAM OPS COST
(207) VISUAL EXPRESSIONS ART SCHOOL
1425 N HWY 67
CEDAR HILL,TX75104 		20-0780106   6,950 0     PROGRAM OPS COST
(208) VNA
1600 VICEROY DRIVE SUITE 400
DALLAS,TX75235 		75-0800692 501(C)(3) 87,500 0     PROGRAM OPS COST
(209) VOGEL ALCOVE
1738 GANO STREET
DALLAS,TX75215 		75-2133827 501(C)(3) 68,000 0     PROGRAM OPS COST
(210) VOLUNTEERS OF AMERICA TEXAS
300 E MIDWAY DR
EULESS,TX76039 		75-0827469 501(C)(3) 47,500 0     PROGRAM OPS COST
(211) VOOKS INC (SUBSCRIPTIONS FOR EARLY CHILDHOOD LITERACY)
25 NW 23RD PLACE SUITE 6 PMB122
PORTLAND,OR97210 		84-2073181   291,667 0     PROGRAM OPS COST
(212) WALMART INC
702 SW 8TH ST
BENTONVILLE,AR72716 		71-0415188   68,000 0     PROGRAM OPS COST
(213) WESLEY-RANKIN COMMUNITY CENTER INC
3100 CROSSMAN AVENUE
DALLAS,TX75212 		75-0808775 501(C)(3) 100,000 0     PROGRAM OPS COST
(214) WILKINSON CENTER
PO BOX 720248
DALLAS,TX75372 		75-2712117 501(C)(3) 130,000 0     PROGRAM OPS COST
(215) WOMEN IN NEED OF GENEROUS SUPPORT WINGS
2603 INWOOD ROAD
DALLAS,TX75235 		75-0800699 501(C)(3) 250,000 0     PROGRAM OPS COST
(216) WORKLIFE PARTNERSHIP
3513 BRIGHTON BLVD SUITE 489
DENVER,CO80216 		47-1331690 501(C)(3) 53,000 0     PROGRAM OPS COST
(217) WTIA WORKFORCE INSTITUTE
2200 ALASKAN WAY STE 390
SEATTLE,WA98121 		47-3951262 501(C)(3) 25,000 0     PROGRAM OPS COST
(218) YEAR UP DALLASFORT WORTH
701 ELM ST 400
DALLAS,TX75202 		04-3534407 501(C)(3) 32,500 0     PROGRAM OPS COST
(219) YMCA OF METROPOLITAN DALLAS
601 NORTH AKARD ST
DALLAS,TX75201 		75-0800696 501(C)(3) 150,540 0     PROGRAM OPS COST
(220) YOUNG WOMEN'S PREPARATORY NETWORK
1722 ROUTH STREET SUITE 720
DALLAS,TX75201 		47-0902114 501(C)(3) 67,500 0     PROGRAM OPS COST
(221) YOUTH WITH FACES
6333 E MOCKINGBIRD LANE 147-872
DALLAS,TX75214 		30-0018778 501(C)(3) 63,500 0     PROGRAM OPS COST
(222) DESIGNATED DONATIONS TO UWMD
1800 N LAMAR STREET
DALLAS,TX75202 		75-6005352 501(C)(3) 3,672,220 0     DONOR DESIGNATIONS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
203
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
19
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2021

Schedule I (Form 990) 2021
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) DALLAS RENTAL ASSISTANCE 189 1,164,807      
(2) CHILDCARE ASSISTANCE 77 155,834      
(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
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 IN A MANNER CONSISTENT WITH INFORMATION COMMUNICATED TO UWMD AND TO REGULARLY REPORT ON THE WORK SUPPORTED BY UWMD FUNDING. FOR GRANTS MADE, THE AGENCY WILL REPORT INFORMATION BASED ON SIX CATEGORIES (DEMOGRAPHICS, ZIP CODES SERVED, DOLLARS SPENT, SUCCESS STORIES, COMMON MEASURES, AND ORGANIZATION BUDGET), UNLESS SPECIAL ARRANGEMENTS HAVE BEEN MADE AND AGREED TO, IN WRITING, BY BOTH THE AGENCY AND UWMD. EACH REPORT WILL INCLUDE THE COMMON MEASURES, WITH RESULTS BEING REPORTED IN A MANNER CONSISTENT WITH THE COMMON MEASURES SELECTED BY THE AGENCY IN THEIR APPLICATION. FAILURE 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. IN ADDITION TO THOSE AGENCIES LISTED, UWMD ALSO HAD DONOR DESIGNATED FUNDS TO AGENCIES IN THE AMOUNT OF $3,672,220. DURING FY2022, UWMD PROVIDED RENTAL, UTILITIES, AND CHILDCARE ASSISTANCE TO INDIVIDUALS WITH FEDERAL GRANT FUNDS. EACH APPLICANT FOR ASSISTANCE WAS REVIEWED BY UWMD STAFF TO VERIFY THAT THEY MET THE GRANT CRITEREA FOR ELIGIBLITY ASSITANCE. THE COMMUNITY IMPACT STAFF REVIEWED FOR PROGRAM ELIBILTY AND FINANCE STAFF REVIEWED TO VERIFY THE AMOUNT OF ASSISTANCE WAS CORRECTLY CALCULATED AND ALL EXPENDITURES WERE WITHIN THE GRANT BUDGET.
Schedule I (Form 990) 2021



Additional Data


Software ID:  
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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
2021
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) 2021

Schedule J (Form 990) 2021
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, 1099-MISC compensation, and/or 1099-NEC (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)		 415,756
-------------
0 		198,146
-------------
0 		1,104
-------------
0 		90,300
-------------
0 		37,736
-------------
0 		743,042
-------------
0 		0
-------------
0
2SUSAN E PEEK
CHIEF IMPACT/STRATEGY OFFICER 		(i)

(ii)		 306,718
-------------
0 		138,740
-------------
0 		3,168
-------------
0 		19,113
-------------
0 		26,274
-------------
0 		494,013
-------------
0 		0
-------------
0
3JANICE W HARISSIS
CHIEF FINANCIAL OFFICER 		(i)

(ii)		 262,444
-------------
0 		49,400
-------------
0 		3,168
-------------
0 		16,373
-------------
0 		1,398
-------------
0 		332,783
-------------
0 		0
-------------
0
4ASHLEY O BRUNDAGE
EXEC. DIRECTOR, HOUSING STABILITY 		(i)

(ii)		 171,759
-------------
0 		18,000
-------------
0 		180
-------------
0 		12,747
-------------
0 		32,257
-------------
0 		234,943
-------------
0 		0
-------------
0
5SUSAN D HUTCHESON
VP, LEADERSHIP GIVING 		(i)

(ii)		 131,227
-------------
0 		11,200
-------------
0 		180
-------------
0 		9,891
-------------
0 		31,470
-------------
0 		183,968
-------------
0 		0
-------------
0
6CANDACE C BARNES
SVP, HUMAN RESOURCES 		(i)

(ii)		 125,823
-------------
0 		10,640
-------------
0 		414
-------------
0 		9,366
-------------
0 		33,780
-------------
0 		180,023
-------------
0 		0
-------------
0
7ANGELA FLOYD
VP, IT & GIFT PROCESSING 		(i)

(ii)		 124,958
-------------
0 		9,100
-------------
0 		270
-------------
0 		9,190
-------------
0 		20,935
-------------
0 		164,453
-------------
0 		0
-------------
0
Schedule J (Form 990) 2021

Schedule J (Form 990) 2021
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. PERSONAL SERVICES A $5,000 ALLOWANCE WAS PROVIDED TO JENNIFER SAMPSON AS A LUMP SUM IN LIEU OF A REIMBURSEMENT TO COVER THE COST OF OBTAINING A FINANCIAL ADVISOR. THIS WAS AN ANNUAL PAYMENT AND INCLUDED IN JENNIFER'S TAXABLE EARNINGS.
PART I, LINE 4B PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN JENNIFER SAMPSON PARTICIPATED IN THE ORGANIZATION'S 457F PLAN. FOR CALENDAR YEAR 2021, MS. SAMPSON RECEIVED THE FOLLOWING; EMPLOYER 457F DEFERRAL $70,000 THIS AMOUNT IS REPORTED ON SCHEDULE J, PART II, COL C.
PART I, LINE 7 THE ORGANIZATION'S BONUS PROGRAM IS BASED ON METRICS SET IN AN ORGANIZATIONAL SCORECARD.
Schedule J (Form 990) 2021

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
2021
Open to Public Inspection
Name of the organization
UNITED WAY OF METROPOLITAN DALLAS INC
 
Employer identification number

75-6005352
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 28 711,444 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 ( HOTSPOTS ) X 1 1,045,500 FMV
26 Other Right pointing arrow large image ( MASKS ) X 1 469,500 FMV
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) (2021)
Schedule M (Form 990) (2021)
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) (2021)

Additional Data


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

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
2021
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 VI, SECTION A, LINE 1A 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 A COMMITTEE OF THE BOARD. THE COMMITTEE HAS THE RESPONSIBILITY OF DETERMINING AND RECOMMENDING, TO THE BOARD FOR APPROVAL, THE CEO'S COMPENSATION. UWMD'S HUMAN RESOURCES PROVIDES FACTUAL, SUPPORTIVE, AND COMPARITIVE 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 CEO'S COMPENSATION PACKAGE IS BASED ON THIS EVALUATION. THE DELIBERATIONS AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED IN CONTEMPORANEOUS SUBSTANTIATION.
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 $5,682,964 OF DONOR DESIGNATED REVENUE AND $3,672,220 OF DONOR DESIGNATED GRANTS. $145,000 OF THE DONOR DESIGNATED FUNDS WAS GRANTED TO UNITED WAY FOUNDATION OF METROPOLITAN DALLAS, A RELATED ORGANIZATION.
FORM 990, PART XI, LINE 9: CHANGE OF INTEREST HELD IN TRUSTS -1,210,632. NET OF DESIGNATIONS TO AGENCIES -2,010,744.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


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
2021
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) 2021
Schedule R (Form 990) 2021
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) 2021
Schedule R (Form 990) 2021
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 2,645,000 FMV
(2) UNITED WAY FOUNDATION OF METROPOLITAN DALLAS

 O 467,648 FMV




Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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) 2021
Schedule R (Form 990) 2021
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) 2021

Additional Data


Software ID:  
Software Version: