United Way Of The Ozarks
- Assets
- $2.8m
- Revenue
- $5.8m
- Investments
- $3.9k
- Employees
- 137
- Location
- Springfield, MO
- Founding
- 12/1967
- Data as of
- 06/2021
- EIN
- 44-0552047
Organization Overview
United Way Of The Ozarks is located in Springfield, MO. The organization was established in 1967. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2021, United Way Of The Ozarks employed 137 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of The Ozarks is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, United Way Of The Ozarks generated $5.8m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 3.1% each year. All expenses for the organization totaled $5.4m during the year ending 06/2021. While expenses have increased by 1.2% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, United Way Of The Ozarks has awarded 193 individual grants totaling $10,600,159. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
IMPROVING LIVES BY RAISING FUNDS AND UNITING SUPPORT AROUND OUR COMMUNITIES' CRITICAL NEEDS AND RED FLAGS
Describe the Organization's Program Activity:
Part 3 - Line 4a
UNITED WAY OF THE OZARKS SUPPORTS A COMMUNITY SAFETY NET OF SERVICES FOCUSED ON HELPING INDIVIDUALS AND FAMILIES AND IMPACTING THE CYCLE OF POVERTY. THIS SAFETY NET INCLUDES OVER 60 PROGRAMS BY OUR 22 PARTNER AGENCIES IN 14 COUNTIES IN SOUTHWEST MISSOURI. PROGRAMS ARE ORGANIZED AROUND ISSUES OF HEALTH, EDUCATION AND INCOME/SAFETY AND FOCUS BOTH ON MEETING IMMEDIATE EMERGENCY NEEDS, AND ALSO PROVIDING LONG-TERM STRATEGIES TO CREATE FINANCIAL STABILITY AND SELF-SUSTAINING INDIVIDUALS AND FAMILIES. THROUGH THE COMMUNITY INVESTMENT PROGRAM, UNITED WAY VOLUNTEERS PARTICIPATE IN TRAINING TO LEARN THE CRITICAL ISSUES FACING THE COMMUNITY AS AGREED UPON BY SEVERAL COMMUNITY COLLABORATIVES; REVIEW INFORMATION PRESENTED BY COMMUNITY ORGANIZATIONS; THEN DIRECT FUNDS FOR GREATEST IMPACT. TRI-LAKES IS A SUB-UNIT OF UNITED WAY OF THE OZARKS SERVING STONE AND TANEY COUNTIES.
UNITED WAY OF THE OZARKS SUPPORTED FIVE INITIATIVES. THESE INITIATIVES INCLUDE THE CANCER INITIATIVE; VETERAN'S ASSISTANCE INITIATIVE IN PARTNERSHIP WITH THE AMERICAN RED CROSS; 2-1-1; AND HANDS ON FOR SENIORS. HANDS ON FOR SENIORS CONNECTS VOLUNTEERS WITH SERVICE PROJECTS FOR SENIOR HOMEOWNERS TO HELP THEM STAY IN THEIR HOMES. THIS PROGRAM INCLUDES MINOR HOME REPAIRS, YARD CLEAN-UP AND MOBILITY RAMPS. DAY OF CARING PROVIDES MORE THAN 2,000 VOLUNTEERS FROM OVER 140 BUSINESSES TO COMPLETE OVER 280 PROJECTS FOR 100 NON-PROFIT AGENCIES AND SCHOOLS. GIVE 5 IS A "CIVIC MATCHMAKING" PROGRAM FOR AREA SENIORS/RETIREES, THAT IS ENTIRELY FUNDED BY GRANTS AND SPONSORSHIPS.
COMMUNITY PARTNERSHIP OF THE OZARKS IS THE PRIORITY PARTNER AGENCY OF UNITED WAY OF THE OZARKS, PROMOTING BUILDING RESILIENT CHILDREN, HEALTHY FAMILIES AND STRONG NEIGHBORHOODS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Greg Burris President/ceo | Officer | 40 | $140,960 |
Marti Cashel Vice President Of Finance/ | Officer | 40 | $65,000 |
Eric Bilyeu Past Chair | OfficerTrustee | 2 | $0 |
Stephanie Weis Community Investment Chair | OfficerTrustee | 2 | $0 |
Michael White Treasurer-Elect | OfficerTrustee | 2 | $0 |
Josh Garetson Treasurer | OfficerTrustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,775,656 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,775,656 |
| Total Program Service Revenue | $0 |
| Investment income | $4,841 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $5,788,622 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $1,539,927 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $311,100 |
| Compensation of current officers, directors, key employees. | $311,100 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $2,452,849 |
| Pension plan accruals and contributions | $236,487 |
| Other employee benefits | $261,836 |
| Payroll taxes | $207,082 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $11,460 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $5,816 |
| Advertising and promotion | $0 |
| Office expenses | $77,543 |
| Information technology | $25,467 |
| Royalties | $0 |
| Occupancy | $27,531 |
| Travel | $163 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $9,229 |
| Interest | $0 |
| Payments to affiliates | $40,002 |
| Depreciation, depletion, and amortization | $33,672 |
| Insurance | $9,078 |
| All other expenses | $4,615 |
| Total functional expenses | $5,397,795 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,360,775 |
| Savings and temporary cash investments | $438,901 |
| Pledges and grants receivable | $786,140 |
| Accounts receivable, net | $2,538 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $12,100 |
| Net Land, buildings, and equipment | $169,762 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $3,877 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $33,424 |
| Total assets | $2,807,517 |
| Accounts payable and accrued expenses | $41,912 |
| Grants payable | $0 |
| Deferred revenue | $58,992 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $100,904 |
| Net assets without donor restrictions | $212,068 |
| Net assets with donor restrictions | $2,494,545 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $2,807,517 |
Grants Awarded
Over the last fiscal year, United Way Of The Ozarks has awarded $1,426,914 in support to 22 organizations.
| Grant Recipient | Amount |
|---|---|
Springfield, MO PURPOSE: SUCCESSFUL YOUTH-YOUTH SERVICES | $234,518 |
Washington, DC PURPOSE: INCOME, HEALTH & SAFETY-EMERGENCY SERVICES | $156,737 |
Hoffman Estates, IL PURPOSE: INCOME, HEALTH & SAFETY-BASIC NEEDS | $153,227 |
Springfield, MO PURPOSE: INCOME, HEALTH & SAFETY | $108,198 |
Springfield, MO PURPOSE: SUCESSFUL YOUTH-YOUTH SERVICES | $102,840 |
Springfield, MO PURPOSE: INCOME, HEALTH & SAFETY-EMERGENCY SERVICES | $90,068 |
Grants Recieved
Over the last fiscal year, we have identified 18 grants that United Way Of The Ozarks has recieved totaling $303,944.
| Awarding Organization | Amount |
|---|---|
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $117,751 |
Giving Branch Foundation Columbia, MO PURPOSE: PROGRAM SUPPORT | $32,093 |
Arvest Foundation Bentonville, AR PURPOSE: TO COVER THE COST OF COATING THE ORGANIZATION'S METAL ROOF, REPLACE THE SKYLIGHT TO RECTIFY WATER INFILTRATION, SEAL THE BUILDING AND COVER THE COST OF REPAIRING AND REPLACING THE PERIMETER EXTERIOR SECURITY LIGHTING IN THE EAVES. | $30,000 |
Bkd Foundation Springfield, MO PURPOSE: General Purpose | $23,166 |
Veterans United Foundation Columbia, MO PURPOSE: VETERANS EMERGENCY ASSISTANCE FUND | $20,000 |
Charities Aid Foundation America Alexandria, VA PURPOSE: CHARITABLE DONATION | $15,686 |
Endowment Analysis
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Crown Family Foundation Chicago, IL | $468,729,562 | $19,005,366 |
Christian Community Health Center Chicago, IL | $24,875,996 | $21,223,346 |
Circle Of Life Springdale, AR | $23,639,439 | $20,357,791 |
Jewish Federation Of St Louis St Louis, MO | $156,968,183 | $19,475,995 |
United Way Of The Plains Wichita, KS | $26,271,888 | $15,996,345 |
Pritzker Family Philanthropic Fund Chicago, IL | $175,241,348 | $15,696,254 |
Memorial Foundation Inc Belleville, IL | $139,919,506 | $17,553,919 |
United Way Of Greater Knoxville Inc Knoxville, TN | $44,188,764 | $10,173,426 |
United Way Of The Mid-South Memphis, TN | $15,939,575 | $10,736,980 |
United Way Of Greater Chattanooga Chattanooga, TN | $28,378,228 | $9,851,005 |
Winning Wheels Inc Prophetstown, IL | $11,909,541 | $13,671,140 |
Heart Of Illinois United Way Inc Peoria, IL | $14,132,248 | $9,955,140 |