Nonprofit · EIN 75-2834344
UNITED WAY FOUNDATION OF METROPOLITAN DALLAS
Tax-exempt · DALLAS, TX 75202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $8,279,759 | $5,298,091 | $2,981,668 | $78,443,199 | $4,758,016 | $73,685,183 |
| June 30, 2024 | 990 | $3,767,548 | $4,190,763 | -$423,215 | $71,313,885 | $4,846,969 | $66,466,916 |
| June 30, 2023 | 990 | $3,963,511 | $4,143,356 | -$179,845 | $63,915,076 | $4,263,590 | $59,651,486 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,869,207
- Program service revenue
- $2,000
- Investment income
- $4,408,552
- Net gain from sales of assets
- $2,893,755
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $3,395,783
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $3,395,783
- Management and general (functional)
- $526,706
- Fundraising (functional)
- $1,375,602
Balance sheet and other
- Total assets, start of year
- $71,313,885
- Total assets, end of year
- $78,443,199
- Total liabilities, end of year
- $4,758,016
- Net assets, end of year
- $73,685,183
- Publicly traded securities
- $70,084,398
- Net assets without donor restrictions
- $38,540,765
- Net assets with donor restrictions
- $35,144,418
- Gross receipts
- $36,779,154
- Employees
- 0
- Volunteers
- 26
- Year formed
- 1999
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JENNIFER SAMPSON | PRESIDENT AND CEO Officer | 8 | $0 | $681,530 | $175,094 |
| SUSAN E PEEK | CHIEF IMPACT/STRATEGY OFFICER Officer | 6 | $0 | $465,408 | $41,836 |
| REBECCA BILLINGS | CHIEF FINANCIAL OFFICER Officer | 2 | $0 | $250,648 | $10,530 |
| TERRI WEST | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| ERIN GEORGE | BOARD VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| KEVIN MARCH | SECRETARY/TREASURER/INV. COM. CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| NANCY BEST | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| MILLIE BRADLEY | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| HAL BRIERLEY | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JIM BURKE | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| TONY CANALES | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| TOM CODD | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| TREY COX | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JASON DOWNING | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| CURTIS M FITZGERALD | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD G GALANTE | AT-LARGE MEMBER Trustee or director | 2 | $0 |
| DEBORAH GIBBINS | AT-LARGE MEMBER Trustee or director | 2 | $0 |
| CAROL GLENDENNING | AT-LARGE MEMBER Trustee or director | 2 | $0 |
| KIM KESLER | AT-LARGE MEMBER Trustee or director | 2 | $0 |
| ASHLEE KLEINERT | AT-LARGE MEMBER Trustee or director | 2 | $0 |
| J PETER KLINE | AT-LARGE MEMBER Trustee or director | 2 | $0 |
| PEDRO LERMA | AT-LARGE MEMBER Trustee or director | 2 | $0 |
| ANNE MOTSENBOCKER | AT-LARGE MEMBER Trustee or director | 2 | $0 |
| RON PARKER | AT-LARGE MEMBER (THRU 2/2025) Trustee or director | 2 | $0 |
| STANLEY A RABIN | AT-LARGE MEMBER Trustee or director | 2 | $0 |
| DAVE C RADER | AT-LARGE MEMBER Trustee or director | 2 | $0 |
| DEBBIE TAYLOR | AT-LARGE MEMBER Trustee or director | 2 | $0 |
| MARY TEMPLETON | AT-LARGE MEMBER Trustee or director | 2 | $0 |
| DEBRA VON STORCH | AT-LARGE MEMBER Trustee or director | 2 | $0 |
| W KELVIN WALKER | AT-LARGE MEMBER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 29 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JENNIFER SAMPSON | PRESIDENT AND CEO Officer | 8 | $0 | $668,959 | $122,225 |
| SUSAN E PEEK | CHIEF IMPACT/STRATEGY OFFICER Officer | 6 | $0 | $447,731 | $41,355 |
| JANICE W HARISSIS | CFO (THRU 01/2024) Officer | 2 | $0 | $309,490 | $19,714 |
| REBECCA BILLINGS | CFO (AS OF 12/2023) Officer | 2 | $0 | $20,833 | $0 |
| TERRI WEST | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| ERIN GEORGE | BOARD VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| KEVIN MARCH | SECRETARY/TREASURER/INV. COM. CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| NANCY BEST | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| MILLIE BRADLEY | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| HAL BRIERLEY | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JIM BURKE | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| TONY CANALES | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| TOM CODD | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| TREY COX | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JASON DOWNING | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| CURTIS M FITZGERALD | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| EDWARD G GALANTE | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| CAROL GLENDENNING | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| ASHLEE KLEINERT | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| J PETER KLINE | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| PEDRO LERMA | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| ANNE MOTSENBOCKER | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| RON PARKER | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| STANLEY A RABIN | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DAVE C RADER | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DEBBIE TAYLOR | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| MARY TEMPLETON | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DEBRA VON STORCH | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| W KELVIN WALKER | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 29 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JENNIFER SAMPSON | PRESIDENT AND CEO Officer | 8 | $0 | $628,369 | $112,789 |
| SUSAN E PEEK | CHIEF IMPACT/STRATEGY OFFICER Officer | 6 | $0 | $440,178 | $33,925 |
| JANICE W HARISSIS | CHIEF FINANCIAL OFFICER Officer | 2 | $0 | $323,592 | $19,149 |
| TERRI WEST | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| CLINT MCDONNOUGH | BOARD VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| KEVIN MARCH | SECRETARY/TREASURER/INV. COM. CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| MILLIE BRADLEY | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| HAL BRIERLEY | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JIM BURKE | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| TOM CODD | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| PETE CHILIAN | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JASON DOWNING | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| CURTIS M FITZGERALD | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| BARRY A FROMBERG | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| EDWARD G GALANTE | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| ERIN GEORGE | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| CAROL GLENDENNING | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| ASHLEE KLEINERT | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| J PETER KLINE | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| PEDRO LERMA | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| ANNE MOTSENBOCKER | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| RON PARKER | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| CAROLYN PEROT RATHJEN | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| STANLEY A RABIN | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DAVE C RADER | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DEBBIE TAYLOR | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| MARY TEMPLETON | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DEBRA VON STORCH | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| W KELVIN WALKER | AT-LARGE MEMBER Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1800 N LAMAR ST, DALLAS, TX 75202-1701
- In care of
- % JANICE HARISSIS
- Principal officer (990 for 2024)
- JENNIFER SAMPSON, 1800 N LAMAR STREET, DALLAS, TX 75202
- Signed the 990
- REBECCA BILLINGS, CFO
- Phone
- (214) 978-0000
- Website
- WWW.UNITEDWAYDALLAS.ORG
- Return prepared by
- GRANT THORNTON ADVISORS LLC
Mission
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).
Program accomplishments
- DURING THE YEAR ENDING JUNE 30, 2025, THE FOUNDATION BOARD APPROVED A DISTRIBUTION OF $2,528,000 FROM ITS ENDOWMENTS TO UWMD, WHICH REPRESENTS THE HIGHER OF $2,500,000 OR 4.5% OF THE 12-QUARTER ROLLING AVERAGE ENDOWMENT MARKET VALUE AS OF DECEMBER 31, 2024, OR THE MOST RECENT QUARTER'S ENDOWMENT CLOSING MARKET VALUE, WHICHEVER WAS LOWER.Expenses $2,528,000 · grants $2,528,000
- THE FOUNDATION RECEIVED FUNDS DESIGNATED TO AGENCIES DURING THE YEAR ENDING JUNE 30, 2025. THESE MONIES WERE GRANTED TO THE AGENCIES AS REQUESTED BY THE DONOR.Expenses $722,783 · grants $722,783
- THE FOUNDATION RECEIVED FUNDS DESIGNATED TO UWMD DURING THE YEAR ENDING JUNE 30, 2025. THESE MONIES WERE GRANTED TO UWMD AS REQUESTED BY THE DONOR.Expenses $145,000 · grants $145,000 · revenue $2,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 75-2834344
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2000
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $78,443,199
- Income (IRS master file)
- $36,779,154
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $8,279,759 | $5,298,091 | $78,443,199 | XML |
| 990 | June 2024 | $3,767,548 | $4,190,763 | $71,313,885 | IRS |
| 990 | June 2023 | $3,963,511 | $4,143,356 | $63,915,076 | XML |
| 990 | June 2022 | $9,060,985 | $3,417,875 | $57,626,960 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 75-2834344).
Questions about UNITED WAY FOUNDATION OF METROPOLITAN DALLAS
- What is the EIN of UNITED WAY FOUNDATION OF METROPOLITAN DALLAS?
- The employer identification number (EIN) of UNITED WAY FOUNDATION OF METROPOLITAN DALLAS is 75-2834344.
- Is UNITED WAY FOUNDATION OF METROPOLITAN DALLAS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to UNITED WAY FOUNDATION OF METROPOLITAN DALLAS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does UNITED WAY FOUNDATION OF METROPOLITAN DALLAS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY FOUNDATION OF METROPOLITAN DALLAS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY FOUNDATION OF METROPOLITAN DALLAS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITED WAY FOUNDATION OF METROPOLITAN DALLAS?
- The 990 for the year ended June 30, 2025 names JENNIFER SAMPSON.
- Who are the officers and directors of UNITED WAY FOUNDATION OF METROPOLITAN DALLAS?
- The 990 for the year ended June 30, 2025 lists 30 people; 0 received compensation from the organization.
- How much revenue does UNITED WAY FOUNDATION OF METROPOLITAN DALLAS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $8,279,759, expenses of $5,298,091 and total assets of $78,443,199 at year end.
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