Form 990 for tax year 2024

Filed by UNITED WAY OF METROPOLITAN DALLAS INC.

Totals

Total revenue: $52,493,218
Total expenses: $51,777,863
Contributions and grants received: $50,389,826
Grants paid: $28,747,351
Program service revenue: $158,595
Investment income: $460,432
Other revenue: $1,484,365
Total assets, end of year: $60,672,486
Total liabilities, end of year: $12,791,792
Net assets or fund balances, end of year: $47,880,694
Program services expenses (Part IX): $39,644,978
Management and general expenses: $4,873,096
Fundraising expenses: $7,259,789
Program service expenses (Part III): $39,644,978

Program services were 76.6% 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.

Revenue

Part VIII, the statement of revenue.

1a · Federated campaigns

$148,061
1d · Related organizations

$2,673,000
1e · Government grants (contributions)

$6,829,584
1f · All other contributions, gifts and grants

$40,739,181
1g · Noncash contributions included above

$309,980
2a · Program service revenue: DESIGNATION PROCESSING FEES

total $158,595 · related or exempt $158,595
3 · Investment income

total $460,432 · excluded $460,432
11a · Other revenue: REIMBURSEMENT ADMIN EXP

total $1,405,000 · excluded $1,405,000
11b · Other revenue: INSURANCE REIMBURSEMENT

total $53,684 · excluded $53,684
11d · All other revenue

total $25,681 · excluded $25,681
11e · Other revenue, total

$1,484,365

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $28,747,351 · program services $28,747,351
5 · Compensation of officers, directors and key employees

total $1,917,303 · program services $708,228 · management and general $487,807 · fundraising $721,268
7 · Other salaries and wages

total $8,243,698 · program services $3,683,565 · management and general $2,221,468 · fundraising $2,338,665
8 · Pension plan contributions

total $353,004 · program services $137,368 · management and general $126,178 · fundraising $89,458
9 · Other employee benefits

total $785,218 · program services $345,862 · management and general $252,989 · fundraising $186,367
10 · Payroll taxes

total $636,744 · program services $302,267 · management and general $146,413 · fundraising $188,064
11c · Fees: accounting

total $296,485 · program services $51,786 · management and general $220,007 · fundraising $24,692
11g · Fees: other

total $5,030,562 · program services $2,425,521 · management and general $769,143 · fundraising $1,835,898
12 · Advertising and promotion

total $1,741,470 · program services $1,133,568 · management and general $281,320 · fundraising $326,582
13 · Office expenses

total $145,919 · program services $75,011 · management and general $32,699 · fundraising $38,209
14 · Information technology

total $667,949 · program services $323,273 · management and general $164,123 · fundraising $180,553
16 · Occupancy

total $264,221 · program services $185,616 · management and general $27,888 · fundraising $50,717
17 · Travel

total $76,161 · program services $66,003 · management and general $5,909 · fundraising $4,249
19 · Conferences, conventions and meetings

total $1,645,308 · program services $560,637 · management and general $4,004 · fundraising $1,080,667
21 · Payments to affiliates

total $369,864 · program services $277,842 · management and general $35,507 · fundraising $56,515
22 · Depreciation, depletion and amortization

total $590,340 · program services $443,463 · management and general $56,673 · fundraising $90,204
23 · Insurance

total $151,718 · program services $114,281 · management and general $12,354 · fundraising $25,083
24a · Other expenses: EXTERNAL GIFTS

total $34,446 · program services $12,101 · management and general $6,106 · fundraising $16,239
24b · Other expenses: MEMBERSHIP DUES

total $30,051 · program services $7,192 · management and general $19,697 · fundraising $3,162
24c · Other expenses: SUBSCRIPTION & REFERENC

total $6,623 · program services $3,049 · management and general $1,989 · fundraising $1,585
24d · Other expenses: EMPLOYEE RELATIONS

total $3,350 · program services $1,541 · management and general $822 · fundraising $987
24e · All other expenses

total $40,078 · program services $39,453 · fundraising $625

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $3,477,780 · end of year $5,207,344
2 · Savings and temporary cash investments

beginning of year $9,734,546 · end of year $7,591,062
3 · Pledges and grants receivable

beginning of year $23,959,796 · end of year $24,918,510
9 · Prepaid expenses and deferred charges

beginning of year $410,059 · end of year $758,085
10a · Land, buildings and equipment: cost or other basis

$13,341,044
10b · Land, buildings and equipment: accumulated depreciation

$9,329,774
10c · Land, buildings and equipment, net

beginning of year $4,001,921 · end of year $4,011,270
12 · Investments: other securities

beginning of year $0 · end of year $0
13 · Investments: program-related

beginning of year $0 · end of year $0
15 · Other assets

beginning of year $17,508,371 · end of year $18,186,215
17 · Accounts payable and accrued expenses

beginning of year $2,380,131 · end of year $2,084,163
18 · Grants payable

beginning of year $7,520,398 · end of year $7,750,000
19 · Deferred revenue

beginning of year $0 · end of year $0
25 · Other liabilities

beginning of year $1,092,109 · end of year $2,957,629
27 · Net assets without donor restrictions

beginning of year $9,676,667 · end of year $1,869,531
28 · Net assets with donor restrictions

beginning of year $38,423,168 · end of year $46,011,163

Mission and programs · 2024

Mission

UWMD IS A COMMUNITY-BASED SOCIAL CHANGE ORGANIZATION THAT UNITES THE COMMUNITY TO CREATE LASTING CHANGE. FOR 100 YEARS, WE'VE BROUGHT TOGETHER PASSIONATE CHANGE-MAKERS, ALONGSIDE CORPORATE, CIVIC AND NONPROFIT PARTNERS, TO STRENGTHEN ACCESS (CONTINUED IN SCHEDULE O) TO EDUCATION, INCOME AND HEALTH, THE BUILDING BLOCKS OF OPPORTUNITY ACROSS NORTH TEXAS.

Activities or mission (Part I)

UNITED WAY OF METROPOLITAN DALLAS (UWMD) IS A SOCIAL CHANGE (CONTINUED IN SCHEDULE O) ORGANIZATION THAT UNITES THE COMMUNITY TO CREATE OPPORTUNITY AND ACCESS FOR ALL NORTH TEXANS TO THRIVE. TOGETHER WITH OUR COMMITTED CHANGE-SEEKERS, WE MOBILIZE A MOVEMENT FOR LASTING CHANGE TO IMPROVE ACCESS TO EDUCATION, INCOME AND HEALTH, THE BUILDING BLOCKS OF OPPORTUNITY.

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 BY 20% THE NUMBER OF NORTH TEXAS YOUNG ADULTS WHO EARN A LIVING WAGE. 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 2024-25, 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. EDUCATION698,000 STUDENTS LAID THE GROUNDWORK FOR CONTINUED EDUCATIONAL SUCCESS.INCOME571,000 NORTH TEXANS RECEIVED ASSISTANCE TO GET AND KEEP BETTER JOBS AND BUILD SAVINGS FOR THE FUTURE. HEALTH473,000 NEIGHBORS GAINED ACCESS TO THE HEALTH AND WELLNESS RESOURCES THEY NEED TO LIVE LONGER, HEALTHIER LIVES.

Expenses $19,057,195 · Grants $15,182,521
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 3,650 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 2024-25, THE INITIATIVE PROVIDED 86,625 HOURS OF CHILDCARE SERVICE TO 183 SOUTHERN DALLAS FAMILIES.WE ALSO DEPLOY CREATIVE SOLUTIONS TO SUPPORT FAMILIES DEALING WITH FOOD INSECURITY. IN FISCAL YEAR 2024-25, WE PROVIDED 25,409 SOUTHERN DALLAS HOUSEHOLDS WITH FOOD RESOURCES AND BASIC NECESSITIES AND SERVED 135,573 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 4,748 INDIVIDUALS IN FISCAL YEAR 2024-25 AND DISTRIBUTED 1,461 FREE LAPTOPS.3. OUR EARLY CHILDHOOD DEVELOPMENT AND PARENT EDUCATION INITIATIVES INCLUDE PROGRAMS LIKE HEALTHY OUTCOMES THROUGH PREVENTION & EARLY SUPPORT (HOPES) AND THE TEXAS HOME VISITING PROGRAM. THESE INITIATIVES PROVIDE FAMILIES WITH HANDS-ON INSTRUCTION, COMMUNITY RESOURCES AND SKILLS THAT EMPOWER PARENTS, ENCOURAGE HEALTHY CHILD DEVELOPMENT AND PREVENT CHILD ABUSE. IN FISCAL YEAR 2024-25, 3,113 FAMILIES PARTICIPATED IN A PARENT EDUCATION PROGRAM, AND 98% OF PARTICIPANTS REPORTED THAT THEY DID NOT END UP WITH AN OPEN CPS CASE.4. 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 2024-25, WE DISTRIBUTED 143,724 FREE BOOKS TO 11,977 NORTH TEXAS CHILDREN.INCOME:5. COMMUNITY FINANCIAL STABILITY SUPPORTS FAMILIES SEEKING TO INCREASE SAVINGS, IMPROVE CREDIT SCORES, REDUCE DEBT AND AVOID PREDATORY LENDING PRODUCTS. IN FISCAL YEAR 2024-25, OUR FREE TAX PREPARATION PROGRAM ENABLED 19,151 TAXPAYERS TO FILE RETURNS FOR FREE, RESULTING IN $15.2 MILLION IN REFUNDS PROVIDED TO NORTH TEXAS CLIENTS. DURING OUR PREVIOUS FISCAL YEAR, UWMD INCREASED ACCESS TO CREDIT-BUILDING LOANS, ADDING 225 SMALL-DOLLAR IMPACT LOANS AND DISBURSING MORE THAN $225,000 IN CAPITAL. 6. 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 INFORMATION TECHNOLOGY, HEALTHCARE AND MORE. IN FISCAL YEAR 2024-25, THE PROGRAM SERVED 25,390 INDIVIDUALS, RESULTING IN 2,007 CERTIFICATES OR DEGREES EARNED BY PARTICIPANTS AND 4,797 JOB PLACEMENTS SECURED FOR GRADUATES.7. DOLLARS FOR COLLEGE ENABLES UWMD SUPPORT TO SEED COLLEGE SAVINGS ACCOUNTS FOR LOW-INCOME STUDENTS AND INCENTIVIZES ONGOING DEPOSITS, PROVIDING AN EASY, AFFORDABLE AND SAFE WAY FOR CAREGIVERS TO BUILD SAVINGS TO COVER FUTURE COLLEGE EXPENSES. IN FISCAL YEAR 2024-25, THE PROGRAM OPENED 45 NEW SAVINGS ACCOUNTS AND RESULTED IN MORE THAN $99,000 IN NEW DEPOSITS.HEALTH:8. 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 2024-25, HEALTHCARE NAVIGATORS FIELDED 21,000 CLIENT INQUIRIES, 7,680 INDIVIDUALS RECEIVED ASSISTANCE AS THEY SIGNED UP FOR CHIP/MEDICAID AND 2,316 NORTH TEXANS RECEIVED SUPPORT TO ENROLL IN A QUALIFIED HEALTH PLAN9. OUR SUMMER MEALS INITIATIVE WORKS TO IMPROVE AND AMPLIFY SUMMER MEALS PROGRAMMING TO PROVIDE REGULAR, NUTRITIOUS MEALS TO CHILDREN WHO QUALIFY FOR FEDERALLY FUNDED NUTRITION PROGRAMS. IN SUMMER 2024, 1,366 CHILDREN RECEIVED REGULAR, NUTRITIOUS MEALS AND 1.5 MILLION MEALS WERE SERVED IN DALLAS AND COLLIN COUNTIES.10. DOORWAYS TO HEALTH IS A COMMUNITY PARTNERSHIP THAT SEEKS TO IMPROVE THE MATERNAL HEALTH OUTCOMES OF WOMEN AND INFANTS IN DALLAS BY CONNECTING THEM WITH KEY RESOURCES AND PROGRAMMING, INCLUDING HOME VISITING AND HOLISTIC MATERNAL HEALTHCARE SERVICES. IN FISCAL YEAR 2024-25, THE INITIATIVE SERVED 127 PREGNANT WOMEN THROUGH UWMD'S TWO PARTNERS DELIGHTED TO DOULA AND ABIDE WOMEN'S HEALTH SERVICES.OVERALL:11. UWMD PARTNERS WITH A VARIETY OF LOCAL ORGANIZATIONS THAT ARE ALIGNED WITH ITS COMMUNITY-WIDE ASPIRE UNITED 2030 GOALS IN EDUCATION, INCOME AND HEALTH. UWMD'S COMMUNITY IMPACT PARTNERS ARE DRIVING MEASURABLE CHANGE WITHIN THE SEGMENTS OF NORTH TEXAS THAT BENEFIT MOST FROM GREATER INVESTMENT AND OPPORTUNITY. IN FISCAL YEAR 2024-25, UWMD COMMITTED $46.5 MILLION OVER THREE YEARS TO 167 COMMUNITY ORGANIZATIONS TO ACCELERATE THEIR IMPACT.12. THE DATA CAPACITY BUILDING INITIATIVE (DCBI) EQUIPS UWMD'S NONPROFIT AND COMMUNITY PARTNERS WITH THE TOOLS, TRAINING AND SUPPORT THEY NEED TO COLLECT, ANALYZE AND APPLY DATA EFFECTIVELY. THE ASPIRE UNITED COMMUNITY VULNERABILITY COMPASS (CVC) PROVIDES HYPER-LOCAL, MICRO-LEVEL DATA ON EDUCATION, INCOME AND HEALTH THAT ENABLES UWMD TO PINPOINT AREAS OF GREATEST NEED. UTILIZING THE CVC, THE DCBI STRENGTHENS LOCAL ORGANIZATIONS' DATA CAPABILITIES, HELPING THEM DEMONSTRATE IMPACT, SECURE FUNDING AND DRIVE GREATER OUTCOMES ACROSS NORTH TEXAS. IN FISCAL YEAR 2024-25, 73 PARTICIPANTS COMPLETED THE DCBI, AND UWMD INVESTED $260,000 AND 28 HOURS OF TRAINING IN TWO PROGRAM COHORTS.13. 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 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 DESIGNED FOR EARLY-STAGE ENTREPRENEURS. 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 2024-25, 15 ENTREPRENEURS COMPLETED THE PROGRAM, AND WE PROVIDED 226 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 2024-25, PROGRAM ALUMNI (OVER 70 ORGANIZATIONS) SERVED 71,373 CLIENTS. 10 FELLOWS PARTICIPATED IN THE PROGRAM AND RECEIVED 1,500 HOURS OF MENTORING AND COACHING AND $545,000 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 $16,600,293 · Grants $9,577,340
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 2024-25, UWMD PROCESSED $3,987,490 IN DESIGNATIONS.

Expenses $3,987,490 · Grants $3,987,490 · Revenue $158,595

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

ANTONIO CARRILLO

BOARD CHAIR

Total calculated

$0

Hours/week

5
STEVEN WILLIAMS

IMMEDIATE PAST BOARD CHAIR

Total calculated

$0

Hours/week

2
MICHELLE VOPNI

TREASURER, FINANCE CHAIR

Total calculated

$0

Hours/week

5
TERRI WEST

UWFMD CHAIR/COMP. CHAIR

Total calculated

$0

Hours/week

2 + 5 related
DAN BERNER

AT-LARGE MEMBER

Total calculated

$0

Hours/week

2
KARL BOVEE

AT-LARGE MEMBER

Total calculated

$0

Hours/week

2
JORGE CORRAL

AT-LARGE MEMBER

Total calculated

$0

Hours/week

2
PASCAL DESROCHES

AT-LARGE MEMBER

Total calculated

$0

Hours/week

2
RICHARD FEDOCK

AUDIT AND ETHICS CHAIR

Total calculated

$0

Hours/week

5
HILDA GALVAN

AT-LARGE MEMBER

Total calculated

$0

Hours/week

2
REGEN HORCHOW

AT-LARGE MEMBER

Total calculated

$0

Hours/week

2
SCOTT HUDSON

AT-LARGE MEMBER

Total calculated

$0

Hours/week

2
RONIT ILAN

AT-LARGE MEMBER

Total calculated

$0

Hours/week

2
CHRISTY ALKIDAS JACOBY

AT-LARGE MEMBER

Total calculated

$0

Hours/week

2
ROB KAPLAN

AT-LARGE MEMBER

Total calculated

$0

Hours/week

2
SANDI KARRMANN

AT-LARGE MEMBER

Total calculated

$0

Hours/week

2
CHARLENE LAKE

AT-LARGE MEMBER

Total calculated

$0

Hours/week

2
ANGELA MARTIN

AT-LARGE MEMBER (THRU 12/2024)

Total calculated

$0

Hours/week

2
DAVID MARTIN

AT-LARGE MEMBER

Total calculated

$0

Hours/week

2
GAIL MCDONALD

AT-LARGE MEMBER

Total calculated

$0

Hours/week

2
SCOTT MOORE

AT-LARGE MEMBER

Total calculated

$0

Hours/week

2
SANDRA PHILLIPS ROGERS

AT-LARGE MEMBER

Total calculated

$0

Hours/week

2
ANDY RABIN

AT-LARGE MEMBER

Total calculated

$0

Hours/week

2
SCOTT RICHARDSON

AT-LARGE MEMBER

Total calculated

$0

Hours/week

2
LORI RYERKERK

AT-LARGE MEMBER (THRU 12/2024)

Total calculated

$0

Hours/week

2
JENNIFER SAENZ

AT-LARGE MEMBER

Total calculated

$0

Hours/week

2
JEAN SAVAGE

AT-LARGE MEMBER

Total calculated

$0

Hours/week

2
PETER SEFZIK

AT-LARGE MEMBER

Total calculated

$0

Hours/week

2
CYNTHIA TROCHU

AT-LARGE MEMBER (THRU 09/2024)

Total calculated

$0

Hours/week

2
CHRISTINE WITZSCHE

AT-LARGE MEMBER

Total calculated

$0

Hours/week

2
BOB WRIGHT

COMMUNITY IMPACT CHAIR

Total calculated

$0

Hours/week

5
JENNIFER SAMPSON

PRESIDENT AND CEO

Total calculated

$856,624

From this org

$681,530

From related orgs

$0

Other

$175,094

Hours/week

32 + 8 related

Schedule J breakdown matched by us

Base

$458,591

Bonus

$220,875

Other

$2,064

Deferred

$149,969

Nontaxable benefits

$25,125

Filer's total

$856,624
SUSAN E PEEK

CHIEF IMPACT/STRATEGY OFFICER

Total calculated

$507,244

From this org

$465,408

From related orgs

$0

Other

$41,836

Hours/week

34 + 6 related

Schedule J breakdown matched by us

Base

$343,751

Bonus

$115,561

Other

$6,096

Deferred

$22,583

Nontaxable benefits

$19,253

Filer's total

$507,244
REBECCA BILLINGS

CFO/CORP. SECRETARY(AS OF 06/2025)

Total calculated

$261,178

From this org

$250,648

From related orgs

$0

Other

$10,530

Hours/week

38 + 2 related

Schedule J breakdown matched by us

Base

$250,648

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$10,530

Filer's total

$261,178
JENNIFER A REEVES

CORPORATE SECRETARY (THRU 06/2025)

Total calculated

$128,125

From this org

$104,907

From related orgs

$0

Other

$23,218

Hours/week

40
KATHY LIMMER

CHIEF GROWTH OFFICER

Total calculated

$333,519

From this org

$305,308

From related orgs

$0

Other

$28,211

Hours/week

40

Schedule J breakdown matched by us

Base

$255,908

Bonus

$49,400

Other

$0

Deferred

$9,416

Nontaxable benefits

$18,795

Filer's total

$333,519
KETURI DELONG THRU 042025

SVP, CORP/FOUND. ENGMT

Total calculated

$260,190

From this org

$242,462

From related orgs

$0

Other

$17,728

Hours/week

40

Schedule J breakdown matched by us

Base

$242,462

Bonus

$0

Other

$0

Deferred

$1,488

Nontaxable benefits

$16,240

Filer's total

$260,190
DEEPTI JAIN

EXEC DIRECTOR CRM & DATABASE MGMT

Total calculated

$237,047

From this org

$219,018

From related orgs

$0

Other

$18,029

Hours/week

40

Schedule J breakdown matched by us

Base

$219,018

Bonus

$0

Other

$0

Deferred

$2,644

Nontaxable benefits

$15,385

Filer's total

$237,047
SUSAN D HUTCHESON

VP, LEADERSHIP GIVING

Total calculated

$199,018

From this org

$164,425

From related orgs

$0

Other

$34,593

Hours/week

40

Schedule J breakdown matched by us

Base

$152,071

Bonus

$12,084

Other

$270

Deferred

$11,297

Nontaxable benefits

$23,296

Filer's total

$199,018
KELEM BUTTS

VP, CSR STRATEGY (THRU 04/2025)

Total calculated

$197,162

From this org

$176,482

From related orgs

$0

Other

$20,680

Hours/week

40

Schedule J breakdown matched by us

Base

$176,482

Bonus

$0

Other

$0

Deferred

$10,952

Nontaxable benefits

$9,728

Filer's total

$197,162
ANDRES TASCON

HEAD OF CREATIVE STUDIO

Total calculated

$181,835

From this org

$148,803

From related orgs

$0

Other

$33,032

Hours/week

40

Schedule J breakdown matched by us

Base

$142,028

Bonus

$6,361

Other

$414

Deferred

$7,648

Nontaxable benefits

$25,384

Filer's total

$181,835

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

Answered yes

1a · Health or social club dues or initiation fees
1b · Written policy on the line-1a expenses
2 · Substantiation required before reimbursing expenses
3 · Compensation committee
3 · Independent compensation consultant
3 · Form 990 of other organizations
3 · Compensation survey or study
3 · Approval by the board or compensation committee
4b · Supplemental nonqualified retirement plan
7 · Other non-fixed payments

Answered no

4a · Severance or change-of-control payment
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A: HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: UWMD REIMBURSES EMPLOYEES FOR HEALTH CLUB MEMBERSHIPS AT THE END OF EACH CALENDAR YEAR FOR UP TO $10 FOR EACH MONTH THEY ARE EMPLOYED WITH UWMD. THIS AMOUNT HAS NOT BEEN ADDED TO THE W-2.
PART I, LINE 3: PROCESS FOR DETERMINING COMPENSATION: THE COMPENSATION COMMITTEE IS A STANDING COMMITTEE OF UWMD AND INCLUDES THE BOARD CHAIR, THE FINANCE COMMITTEE CHAIR AND A MINIMUM OF FIVE BOARD MEMBERS. THE COMMITTEE HAS THE RESPONSIBILITY OF DETERMINING AND APPROVING ALL COMPENSATION, BENEFITS AND TERMS OF EMPLOYMENT FOR THE CHIEF EXECUTIVE OFFICER. UWMD'S VICE PRESIDENT OF HUMAN RESOURCES PROVIDES FACTUAL, SUPPORTIVE, AND COMPARATIVE INFORMATION, AS REQUESTED. THE COMMITTEE REVIEWS AND APPROVES UWMD'S GOALS AND OBJECTIVES RELEVANT TO CEO COMPENSATION AND EVALUATES THE PERFORMANCE OF THE CEO ANNUALLY AGAINST THOSE GOALS AND OBJECTIVES. THE DELIBERATIONS AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED IN CONTEMPORANEOUS SUBSTANTIATION.
PART I, LINE 4B: PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN JENNIFER SAMPSON PARTICIPATED IN THE ORGANIZATION'S 457F PLAN. FOR CALENDAR YEAR 2024, MS. SAMPSON RECEIVED THE FOLLOWING: EMPLOYER 457F DEFERRAL - $89,069 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.

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

CHILDCAREGROUP

$1,251,065

PROGRAM OPS COST
LOS BARRIOS UNIDOS COMMUNITY CLINIC

$942,241

PROGRAM OPS COST
LUMIN EDUCATION

$734,775

PROGRAM OPS COST
UNITED WAY FOUNDATION OF METROPOLITAN DALLAS

$618,222

DONOR DESIGNATIONS
AVANCE DALLAS

$614,346

PROGRAM OPS COST
FERST FOUNDATION FOR CHILDHOOD LITERACY

$579,500

PROGRAM OPS COST
DALLAS COUNTY MENTAL HEALTH & MENTAL RETARDATION CENTER DBA METROCARE SERVI

$538,327

PROGRAM OPS COST
UNITED WAY OF SOUTHEASTERN MICHIGAN

$468,707

DONOR DESIGNATIONS
FOUNDATION COMMUNITIES

$459,587

PROGRAM OPS COST
DALLAS INDEPENDENT SCHOOL DISTRICT

$426,043

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: 2024
Filed: 22 April 2026
IRS schema version: 2024v5.5
Source object: 202641129349301904

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.