DALLAS, TX
4 risk indicators measuring financial stability and operational resilience
Sign in with your work email to view Tuckman-Chang indicators
Sign In — Free (10 views/day)UNITED WAY FOUNDATION OF METROPOLITAN DALLAS, founded in 1999, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $8.3M in total revenue in fiscal year 2024. Revenue surged 120% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.0M, a strong 36% operating margin.
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).
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...
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.
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.
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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
Sign in to view Trantor Score and financial metrics
Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $8,279,759 | $3,767,548 | +1.2% |
| Expenses | $5,298,091 | $4,190,763 | +0.3% |
| Net Income | $2,981,668 | $-423,215 | -8.0% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
Sign in to view all financial metrics
Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| TERRI WEST | BOARD CHAIR | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| ERIN GEORGE | BOARD VICE CHAIR | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| KEVIN MARCH | SECRETARY/TREASURER/INV. COM. CHAIR | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| NANCY BEST | AT-LARGE MEMBER | 2.00 |
Director
|
$0 | $0 | $0 |
| MILLIE BRADLEY | AT-LARGE MEMBER | 2.00 |
Director
|
$0 | $0 | $0 |
| HAL BRIERLEY | AT-LARGE MEMBER | 2.00 |
Director
|
$0 | $0 | $0 |
| JIM BURKE | AT-LARGE MEMBER | 2.00 |
Director
|
$0 | $0 | $0 |
| TONY CANALES | AT-LARGE MEMBER | 2.00 |
Director
|
$0 | $0 | $0 |
| TOM CODD | AT-LARGE MEMBER | 2.00 |
Director
|
$0 | $0 | $0 |
| TREY COX | AT-LARGE MEMBER | 2.00 |
Director
|
$0 | $0 | $0 |
| JASON DOWNING | AT-LARGE MEMBER | 2.00 |
Director
|
$0 | $0 | $0 |
| CURTIS M FITZGERALD | AT-LARGE MEMBER | 2.00 |
Director
|
$0 | $0 | $0 |
| EDWARD G GALANTE | AT-LARGE MEMBER | 2.00 |
Director
|
$0 | $0 | $0 |
| DEBORAH GIBBINS | AT-LARGE MEMBER | 2.00 |
Director
|
$0 | $0 | $0 |
| CAROL GLENDENNING | AT-LARGE MEMBER | 2.00 |
Director
|
$0 | $0 | $0 |
| KIM KESLER | AT-LARGE MEMBER | 2.00 |
Director
|
$0 | $0 | $0 |
| ASHLEE KLEINERT | AT-LARGE MEMBER | 2.00 |
Director
|
$0 | $0 | $0 |
| J PETER KLINE | AT-LARGE MEMBER | 2.00 |
Director
|
$0 | $0 | $0 |
| PEDRO LERMA | AT-LARGE MEMBER | 2.00 |
Director
|
$0 | $0 | $0 |
| ANNE MOTSENBOCKER | AT-LARGE MEMBER | 2.00 |
Director
|
$0 | $0 | $0 |
| RON PARKER | AT-LARGE MEMBER (THRU 2/2025) | 2.00 |
Director
|
$0 | $0 | $0 |
| STANLEY A RABIN | AT-LARGE MEMBER | 2.00 |
Director
|
$0 | $0 | $0 |
| DAVE C RADER | AT-LARGE MEMBER | 2.00 |
Director
|
$0 | $0 | $0 |
| DEBBIE TAYLOR | AT-LARGE MEMBER | 2.00 |
Director
|
$0 | $0 | $0 |
| MARY TEMPLETON | AT-LARGE MEMBER | 2.00 |
Director
|
$0 | $0 | $0 |
| DEBRA VON STORCH | AT-LARGE MEMBER | 2.00 |
Director
|
$0 | $0 | $0 |
| W KELVIN WALKER | AT-LARGE MEMBER | 2.00 |
Director
|
$0 | $0 | $0 |
| JENNIFER SAMPSON | PRESIDENT AND CEO | 8.00 |
Officer
|
$0 | $175,094 | $856,624 |
| SUSAN E PEEK | CHIEF IMPACT/STRATEGY OFFICER | 6.00 |
Officer
|
$0 | $41,836 | $507,244 |
| REBECCA BILLINGS | CHIEF FINANCIAL OFFICER | 2.00 |
Officer
|
$0 | $10,530 | $261,178 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $8,279,759 | $5,298,091 | $78,443,199 | $2,981,668 |
| 2024 | $3,767,548 | $4,190,763 | $71,313,885 | $-423,215 |
| 2023 | $3,963,511 | $4,143,356 | $63,915,076 | $-179,845 |
| 2022 | $9,060,985 | $3,417,875 | $57,626,960 | $5,643,110 |
| 2021 | $5,660,859 | $3,375,534 | $60,886,315 | $2,285,325 |
| 2020 | $3,338,984 | $3,992,539 | $50,107,687 | $-653,555 |
| 2019 | $3,859,549 | $3,065,442 | $50,412,823 | $794,107 |
| 2018 | $6,144,201 | $3,279,660 | $47,579,846 | $2,864,541 |
Compare UNITED WAY FOUNDATION OF METROPOLITAN DALLAS with other nonprofits in Texas and across the country.