UNITED WAY FOUNDATION OF METROPOLITAN DALLAS (EIN 752834344) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

JENNIFER SAMPSON

Phone

2149780000

Tax Period

2024-07-01 to 2025-06-30

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.

Mission

THE FOUNDATION WAS FOUNDED EXCLUSIVELY FOR THE PURPOSE OF RECEIVING (CONTINUED IN PART III)

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,869,207

Program Service Revenue $2,000

Investment Income $4,408,552

Other Revenue $0

TOTAL REVENUE $8,279,759

Expense Breakdown

Grants Paid $3,395,783

Salaries & Benefits $0

Fundraising Expenses $1,375,602

Program Expenses $3,395,783

Other Expenses $1,902,308

TOTAL EXPENSES $5,298,091

Year-over-Year Comparison

	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%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,625,046

Total Directors

Key Employees

Highest Compensated

reported

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

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

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

UNITED WAY FOUNDATION OF METROPOLITAN DALLAS