UNITED WAY FOUNDATION OF METROPOLITAN DALLAS Charity Report

Public IRS 990 nonprofit record

UNITED WAY FOUNDATION OF METROPOLITAN DALLAS

EIN 75-2834344 · Public Foundations (T30)

What they do

THE FOUNDATION WAS FOUNDED EXCLUSIVELY for THE PURPOSE of RECEIVING GIFTS, GRANTS and BEQUESTS IN ORDER to ESTABLISH AN ENDOWMENT FUND for THE LONG-TERM BENEFIT of THE UNITED WAY of METROPOLITAN DALLAS (UWMD).

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $64.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders30 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

41.01%of revenue went to mission work64.1% of expenses · Program services

16.61%of revenue went to fundraising26.0% of expenses

$63.99spent for every $100 of revenueRevenue covered expenses this year.

6.36%of revenue went to management and office costs9.9% of expenses

$14.81in assets for every $1 spent this yearSome assets cannot be spent right away.

46.7%of its money came from giftsOther money may come from services or investments.

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Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $175,094 for JENNIFER SAMPSON (PRESIDENT AND CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$8,279,759

Mission workProgram services$3,395,78341.01% of revenue64.1% of expenses

ManagementOffice and general costs$526,7066.36% of revenue9.9% of expenses

FundraisingAsking for donations$1,375,60216.61% of revenue26.0% of expenses

Revenue left after expensesReported annual surplus$2,981,66836.01% of revenueShown in gray on the chart

Total expenses$5,298,09163.99% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 64.1% mission · 9.9% management · 26.0% fundraisingTotal expenses: 63.99% of revenue

2023Expense mix: 65.9% mission · 7.3% management · 26.8% fundraisingTotal expenses: 111.23% of revenue

2022Expense mix: 81.3% mission · 1.4% management · 17.2% fundraisingTotal expenses: 104.54% of revenue

2021Expense mix: 77.8% mission · 1.8% management · 20.4% fundraisingTotal expenses: 37.72% of revenue

2020Expense mix: 80.9% mission · 1.8% management · 17.4% fundraisingTotal expenses: 59.63% of revenue

2019Expense mix: 75.5% mission · 6.4% management · 18.1% fundraisingTotal expenses: 119.57% of revenue

2018Expense mix: 82.7% mission · 1.7% management · 15.6% fundraisingTotal expenses: 79.42% of revenue

2017Expense mix: 92.7% mission · 1.5% management · 5.8% fundraisingTotal expenses: 53.38% of revenue

Money in and money out

Revenue$8,279,759

Expenses$5,298,091

Annual surplus $2,981,668 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$3,395,783 · 64.1% of expenses

Management and office costs$526,706 · 9.9% of expenses

Fundraising$1,375,602 · 26.0% of expenses

See all reported dollar amounts

Revenue$8,279,759

Expenses$5,298,091

Assets$78,443,199

Income$36,779,154

Contributions$3,869,207

Mission work (program services)$3,395,783

Fundraising$1,375,602

Grants given$20,008,751

Average grant$909,489

Management and general$526,706

Stocks and bonds$70,084,398

Investing fees$67,225

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JENNIFER SAMPSONPRESIDENT AND CEO · 8 hrs/week $175,094Base · Other $175,094

SUSAN E PEEKCHIEF IMPACT/STRATEGY OFFICER · 6 hrs/week $41,836Base · Other $41,836

REBECCA BILLINGSCHIEF FINANCIAL OFFICER · 2 hrs/week $10,530Base · Other $10,530

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (30)

JENNIFER SAMPSONPRESIDENT AND CEO

SUSAN E PEEKCHIEF IMPACT/STRATEGY OFFICER

REBECCA BILLINGSCHIEF FINANCIAL OFFICER

KEVIN MARCHSECRETARY/TREASURER/INV. COM. CHAIR

W KELVIN WALKERAT-LARGE MEMBER

TREY COXAT-LARGE MEMBER

TONY CANALESAT-LARGE MEMBER

TOM CODDAT-LARGE MEMBER

TERRI WESTBOARD CHAIR

STANLEY A RABINAT-LARGE MEMBER

RON PARKERAT-LARGE MEMBER (THRU 2/2025)

PEDRO LERMAAT-LARGE MEMBER

NANCY BESTAT-LARGE MEMBER

MILLIE BRADLEYAT-LARGE MEMBER

MARY TEMPLETONAT-LARGE MEMBER

KIM KESLERAT-LARGE MEMBER

ANNE MOTSENBOCKERAT-LARGE MEMBER

JIM BURKEAT-LARGE MEMBER

JASON DOWNINGAT-LARGE MEMBER

J PETER KLINEAT-LARGE MEMBER

HAL BRIERLEYAT-LARGE MEMBER

ERIN GEORGEBOARD VICE CHAIR

EDWARD G GALANTEAT-LARGE MEMBER

DEBRA VON STORCHAT-LARGE MEMBER

DEBORAH GIBBINSAT-LARGE MEMBER

DEBBIE TAYLORAT-LARGE MEMBER

DAVE C RADERAT-LARGE MEMBER

CURTIS M FITZGERALDAT-LARGE MEMBER

CAROL GLENDENNINGAT-LARGE MEMBER

ASHLEE KLEINERTAT-LARGE MEMBER

About this charity

Recognized since: January 2000
Location: 1800 N LAMAR ST, DALLAS, TX 75202-1701
County: Dallas
In care of: % JANICE HARISSIS
Primary officer: REBECCA BILLINGS, CFO

How to reach them

WebsiteVisit the charity’s website Phone(214) 978-0000

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: GRANT THORNTON ADVISORS LLC
NTEE classification: Public Foundations (T30)
IRS tax category: Public Foundations
Grant-giving organization: Yes