Form 990 for tax year 2023

Totals

Total revenue

$54,668,204

Total expenses

$50,795,009

Contributions and grants received

$52,999,041

Grants paid

$31,243,271

Program service revenue

$490,298

Investment income

$401,898

Other revenue

$776,967

Total assets, end of year

$59,092,473

Total liabilities, end of year

$10,992,638

Net assets or fund balances, end of year

$48,099,835

Program services expenses (Part IX)

$41,156,862

Management and general expenses

$3,330,746

Fundraising expenses

$6,307,401

Program service expenses (Part III)

$41,156,862

Program services were 81.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• WE COLLABORATED WITH A BROAD SPECTRUM OF COMMUNITY PARTNERS TO DEVELOP OUR ASPIRE 2030 GOALS: OUR NORTH STAR FOR DRIVING TRANSFORMATIONAL CHANGE 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 HEALTHCARE INSURANCE. (CONTINUED IN SCHEDULE O)IN FISCAL YEAR 2023-24, UWMD CREATED POSITIVE IMPACT FOR MORE THAN 1.7 MILLION NORTH TEXANS AND INVESTED IN 144 EXCEPTIONAL EDUCATION, INCOME, AND HEALTH ORGANIZATIONS THROUGH OUR COMMUNITY IMPACT GRANTS. EDUCATION697,000 STUDENTS LAID THE GROUNDWORK FOR CONTINUED EDUCATIONAL SUCCESS. INCOME538,000 NORTH TEXANS RECEIVED ASSISTANCE TO GET AND KEEP BETTER JOBS AND BUILD SAVINGS FOR THE FUTURE. HEALTH472,000 NEIGHBORS GAINED ACCESS TO THE HEALTH AND WELLNESS RESOURCES THEY NEED TO LIVE LONGER, HEALTHIER LIVES.

  Expenses $20,276,557 · Grants $14,979,602

• UWMD BUILDS, LEADS AND SUPPORTS COLLABORATIVE PROGRAMS AND INITIATIVES THAT ENSURE MORE STUDENTS GRADUATE READY TO SUCCEED, MORE WORKERS BECOME FINANCIALLY STABLE AND MORE FAMILIES LIVE LONGER, HEALTHIER LIVES. EXAMPLES INCLUDE:1. THE SOUTHERN DALLAS THRIVES INITIATIVE, CREATED IN PARTNERSHIP WITH PEPSICO FOUNDATION AND FRITO-LAY NORTH AMERICA, IS A SET OF PROGRAMS THAT INVESTS IN THE COMMUNITIES OF SOUTHERN DALLAS AND EXPANDS ACCESS TO EARLY EDUCATION, NUTRITION, COLLEGE AND CAREER READINESS, AND WORKFORCE DEVELOPMENT.(CONTINUED IN SCHEDULE O)RESOURCE ROOMS AT SOUTHERN DALLAS HIGH SCHOOLS PROVIDE A CENTRAL LOCATION FOR MORE THAN 3,000 STUDENTS, PARENTS, TEACHERS AND OTHER COMMUNITY MEMBERS TO ACCESS TECHNOLOGY, BOOKS, HEALTH RESOURCES AND MORE.SOUTHERN DALLAS THRIVES INVESTS IN CHILDCARE CENTERS TO IMPROVE THE QUALITY OF EARLY EDUCATION AND ENSURE KIDS THRIVE FROM A YOUNG AGE. IN FISCAL YEAR 2023-24 THE INITIATIVE PROVIDED 86,625 HOURS OF CHILDCARE SERVICE TO 183 SOUTHERN DALLAS FAMILIES.IN PARTNERSHIP WITH GOODR, WE DEPLOY CREATIVE SOLUTIONS TO SUPPORT FAMILIES DEALING WITH FOOD INSECURITY. IN FISCAL YEAR 2023-24, 9,800 SOUTHERN SECTOR HOUSEHOLDS RECEIVED FRESH AND HEALTHY FOOD OPTIONS, AND WE PROVIDED 6,500 MEALS.EDUCATION: 2. DIGITAL BRIDGES IS A TARGETED INITIATIVE THAT DISTRIBUTES DIGITAL TECHNOLOGY TO STUDENTS AND YOUNG ADULTS ACROSS SOUTHERN DALLAS TO ENABLE THEM TO ACCESS EDUCATION, FURTHER THEIR LEARNING AND STAY CONNECTED IN THE CLASSROOM AND BEYOND. THROUGH OUR PARTNERSHIP WITH COMPUDOPT, THE LAPTOPS COME WITH TWO YEARS OF WARRANTY AND BILINGUAL TECHNICAL ASSISTANCE. THIS PROGRAM SERVED 5,421 INDIVIDUALS IN FISCAL YEAR 2023-24 AND DISTRIBUTED 1,668 FREE LAPTOPS.3. STRONG START INCLUDES EARLY CHILDHOOD DEVELOPMENT AND PARENT EDUCATION INITIATIVES LIKE HEALTHY OUTCOMES THROUGH PREVENTION & EARLY SUPPORT (HOPES) AND TEXAS HOME VISITING PROGRAM TO PROVIDE FAMILIES WITH HANDS-ON INSTRUCTION, COMMUNITY RESOURCES AND SKILLS THAT EMPOWER PARENTS, ENCOURAGE HEALTHY CHILD DEVELOPMENT AND PREVENT CHILD ABUSE. IN FISCAL YEAR 2023-24 1,263 FAMILIES PARTICIPATED IN A HOME VISITING PROGRAM, AND THE PROGRAMS PROVIDED MORE THAN 33,300 HOURS OF VALUABLE PARENTAL EDUCATION PROGRAMMING.ONCE UPON A MONTH IS AN EARLY LITERACY PROGRAM THAT DELIVERS FREE AGE-APPROPRIATE CHILDREN'S BOOKS AND PARENTAL READING GUIDES TO FAMILIES EVERY MONTH, STIMULATING CURIOSITY, LANGUAGE DEVELOPMENT AND LEARNING SKILLS - ALL OF WHICH SET KIDS UP FOR SUCCESS IN KINDERGARTEN. IN FISCAL YEAR 2023-24 WE DISTRIBUTED 566,181 FREE BOOKS TO 11,272 NORTH TEXAS CHILDREN.INCOME4. COMMUNITY FINANCIAL STABILITY SUPPORTS FAMILIES SEEKING TO INCREASE SAVINGS, IMPROVE CREDIT SCORES, REDUCE DEBT AND AVOID PREDATORY LENDING PRODUCTS. IN FISCAL YEAR 2023-24, OUR FREE TAX PREPARATION PROGRAM ENABLED TAXPAYERS TO FILE 10,814 RETURNS FOR FREE, RESULTING IN $14.1 MILLION IN REFUNDS PROVIDED TO NORTH TEXAS CLIENTS. DURING OUR PREVIOUS FISCAL YEAR, UWMD INCREASED ACCESS TO CREDIT-BUILDING LOANS AND COLLEGE SAVINGS ACCOUNTS, ADDING 230 CAPITAL GOOD FUND LOANS AND 166 NEW DOLLARS FOR COLLEGE ACCOUNTS. OUR FINANCIAL INCLUSION ROUNDTABLE PROVIDED CAPABILITY BUILDING AND NETWORKING OPPORTUNITIES FOR MORE THAN 40 COMMUNITY ORGANIZATIONS AND FINANCIAL INSTITUTIONS IN THE REGION.5. PATHWAYS TO WORK IS A WORKFORCE DEVELOPMENT PROGRAM, FACILITATED IN PARTNERSHIP WITH 36 COMMUNITY ORGANIZATIONS, THAT GIVES HARDWORKING NORTH TEXANS THE TRAINING NECESSARY TO SECURE JOBS IN IT, HEALTHCARE AND MORE. IN FISCAL YEAR 2023-24 THE PROGRAM SERVED 25,390 INDIVIDUALS, RESULTING IN 2,007 CERTIFICATES OR DEGREES EARNED BY PARTICIPANTS AND 4,797 JOB PLACEMENTS SECURED FOR GRADUATES.HEALTH:6. HEALTHCARE NAVIGATORS IS A COLLABORATIVE PROGRAM THAT PROVIDES A NETWORK OF CERTIFIED HEALTHCARE NAVIGATORS FOR THE NORTH TEXAS COMMUNITY, DELIVERING SUPPORT FOR INDIVIDUALS AND FAMILIES LOOKING TO SIGN UP FOR HEALTH INSURANCE THROUGH THE MARKETPLACE, MEDICAID OR CHIP. NAVIGATORS WORK DIRECTLY WITH CLIENTS TO COMPARE HEALTH PLANS, UNDERSTAND BENEFITS AND APPLY FOR SUBSIDIES TO LOWER THEIR MONTHLY PREMIUMS. IN FISCAL YEAR 2023-24 HEALTHCARE NAVIGATORS FIELDED 52,133 CLIENT INQUIRIES, 8,175 INDIVIDUALS RECEIVED ASSISTANCE AS THEY SIGNED UP FOR CHIP/MEDICAID AND 1,460 NORTH TEXANS RECEIVED SUPPORT TO ENROLL IN A QUALIFIED HEALTH PLAN7. NORTH TEXAS SUMMER & SUPPER COUNCIL IS A PARTNERSHIP WITH NORTH TEXAS HUNGER INITIATIVE THAT WORKS TO IMPROVE AND AMPLIFY SUMMER MEALS PROGRAMMING TO PROVIDE REGULAR, NUTRITIOUS MEALS TO CHILDREN WHO QUALIFY FOR FEDERALLY FUNDED NUTRITION PROGRAMS. IN SUMMER 2023, 1,366 CHILDREN RECEIVED REGULAR, NUTRITIOUS MEALS AND 1.5 MILLION MEALS WERE SERVED IN DALLAS AND COLLIN COUNTIES.OVERALL8. THE UWMD SOCIAL INNOVATION LAB IS A CONTINUUM OF CAPACITY BUILDING PROGRAMS FOR SOCIAL ENTREPRENEURS WORKING TO IMPROVE ACCESS TO 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).THE SOCIAL INNOVATION INCUBATOR IS AN ORGANIZATIONAL AND LEADERSHIP DEVELOPMENT PROGRAM IS DESIGNED FOR EARLY-STAGE ENTREPRENEURS WHO HAVE EXPERIENCED SYSTEMIC CHALLENGES. THROUGH OUR 14-WEEK PROGRAM, WE BUILD UP INNOVATIVE STARTUPS BY PROVIDING MENTORSHIP AND GUIDANCE THAT EMPOWERS THEM TO CREATE A VALIDATED BUSINESS PLAN AND BEGIN BUILDING THEIR VENTURES. IN FISCAL YEAR 2023-24, NINE WOMEN ENTREPRENEURS COMPLETED THE PROGRAM, AND WE PROVIDED 175 HOURS OF MENTORING AND COACHING TO PARTICIPANTS.THE ACCELERATOR IS A RIGOROUS, NINE-MONTH-LONG PROGRAM DESIGNED TO TEST THE ASSUMPTIONS OF OUR FELLOWS, SHAPE THEIR GOALS AND EMPOWER THEM TO COMPLETE KEY MILESTONES. THE PROGRAM PROVIDES SOCIAL ENTREPRENEURS WITH CRITICAL RESOURCES INCLUDING FUNDING, PROFESSIONAL MENTORSHIP AND POWERFUL COMMUNITY CONNECTIONS TO SCALE THEIR VENTURES AND GROW THEIR IMPACT. THE PROGRAM CULMINATES AT THE PITCH, WHERE FINALISTS COMPETE LIVE ON STAGE FOR ADDITIONAL SEED FUNDING. IN FISCAL YEAR 2023-24 PROGRAM ALUMNI (70+ ORGANIZATIONS) SERVED 507,984 CLIENTS. 10 FELLOWS PARTICIPATED IN THE PROGRAM AND RECEIVED 1,500 HOURS OF MENTORING AND COACHING AND $520,000 IN SEED FUNDING.THE ALUMNI PROGRAM PROVIDES PROFESSIONAL DEVELOPMENT, NETWORKING AND CROSS-COLLABORATION OPPORTUNITIES TO INCUBATOR AND ACCELERATOR ALUMNI SO THEY CAN CONTINUE TO BUILD CAPACITY, SCALE THEIR ORGANIZATIONS AND EXPAND THEIR IMPACT IN EDUCATION, INCOME AND HEALTH.

  Expenses $18,730,672 · Grants $14,114,036

• DISTRIBUTING DONOR-DESIGNATED CONTRIBUTIONS TO NONPROFIT ORGANIZATIONS:UWMD ENABLES DONORS TO DESIGNATE THEIR GIFTS TO OTHER UNITED WAYS OR TO SPECIFIC AGENCIES. IN FISCAL YEAR 2023-24, UWMD PROCESSED $2,149,633 IN DESIGNATIONS.

  Expenses $2,149,633 · Grants $2,149,633 · Revenue $490,298

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

• COMP-U-DOPT INC

  $1,505,200

  PROGRAM OPS COST

• CHILDCAREGROUP

  $1,118,907

  PROGRAM OPS COST

• CARDBOARD PROJECT

  $1,092,000

  PROGRAM OPS COST

• PRISM HEALTH NORTH TEXAS

  $740,925

  PROGRAM OPS COST

• LUMIN EDUCATION

  $708,003

  PROGRAM OPS COST

• LOS BARRIOS UNIDOS COMMUNITY CLINIC

  $677,051

  PROGRAM OPS COST

• CITYSQUARE

  $638,775

  PROGRAM OPS COST

• AVANCE DALLAS

  $629,482

  PROGRAM OPS COST

• DALLAS COUNTY MENTAL HEALTH & MENTAL RETARDATION CENTER DBA METROCARE SERVI

  $608,444

  PROGRAM OPS COST

• FERST FOUNDATION FOR CHILDHOOD LITERACY

  $442,100

  PROGRAM OPS COST

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

• UNITED WAY FOUNDATION OF METROPOLITAN DALLAS

  501(C)(3) · ENDOWMENT · TX · controlled entity

  Directly controlled by UWMD

Provenance

Return type

form_990

Tax year

2023

Filed

22 April 2025

IRS schema version

2023v6.0

Source object

202531189349300723

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.