2024-08-01T10:03:44-05:00 2023-06-30 431365401 THE WHITLOCK COMPANY LLP 3271 E BATTLEFIELD SUITE 300 SPRINGFIELD MO 65804 990 2022-07-01 440552047 UNITED WAY OF THE OZARKS INC UNIT 4178637700 320 N JEFFERSON SPRINGFIELD MO 65806 BRANDI VANANTWERP PRESIDENT/CEO 4178637700 2024-07-31 1 1 KATHY HILLENBURG P00418238 4178810145 2022 2024-08-08 14:25:15Z BRANDI VANANTWERP 320 N JEFFERSON SPRINGFIELD MO 65806 2012334 0 X WWW.UWOZARKS.ORG X 1930 MO THE PURPOSE OF UNITED WAY OF THE OZARKS IS TO UNITE PEOPLE, RESOURCES, AND IDEAS TO ENHANCE LIVES IN THE OZARKS. 23 23 117 1794 0 0 2203455 1929857 0 0 8009 54421 1822731 28056 4034195 2012334 1069008 940405 0 0 2407322 651048 0 0 217720 349806 419227 3826136 2010680 208059 1654 2995742 2902108 81070 69674 2914672 2832434 UNITED WAY OF THE OZARKS UNITES PEOPLE, RESOURCES AND IDEAS TO ENHANCE LIVES IN THE OZARKS. 0 0 1531379 848763 26816 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 21 PROGRAMS HOSTED BY OUR 14 PARTNER ORGANIZATIONS IN 14 COUNTIES IN SOUTHWEST MISSOURI. PROGRAMS ARE ORGANIZED AROUND ISSUES OF CHAMPIONING CHILDREN AND PATHWAYS OUT OF POVERTY AND FOCUS BOTH ON 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. 91642 91642 1240 UNITED WAY OF THE OZARKS SUPPORTED 5 INITIATIVES. THESE INITIATIVES INCLUDE THE CANCER INITIATIVE IN PARTNERSHIP WITH COMMUNITY PARTNERSHIP OF THE OZARKS; VETERAN'S ASSISTANCE INITIATIVE IN PARTNERSHIP WITH THE AMERICAN RED CROSS; AND 2-1-1. DAY OF CARING PROVIDES MORE THAN 1,300 VOLUNTEERS TO COMPLETE 130 PROJECTS FOR 44 NON-PROFIT AGENCIES AND SCHOOLS. GIVE 5 IS A "CIVIC MATCHMAKING" PROGRAM FOR AREA SENIORS/RETIREES THAT IS ENTIRELY FUNDED BY GRANTS AND SPONSORSHIPS. 1623021 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 223 0 117 1 0 0 0 0 0 1 1 0 0 0 0 X 23 23 1 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X GREG BURRIS 4178637700 320 N JEFFERSON SPRINGFIELD MO 65806 BARBARA LUCKS DIRECTOR 2.00 X 0 0 0 BRIAN BRAWLEY DIRECTOR 2.00 X 0 0 0 BRIAN MCDONOUGH DIRECTOR 2.00 X 0 0 0 CLIF SMART PAST CHAIR 2.00 X X 0 0 0 DAN MONTY MONTGOMERY DIRECTOR 2.00 X 0 0 0 DAVID AGEE VICE-CHAIR/CHAIR ELECT 2.00 X X 0 0 0 DAVID COOK DIRECTOR 2.00 X 0 0 0 HOLLIE ELLIOTT DIRECTOR 2.00 X 0 0 0 JANET DANKERT DIRECTOR 2.00 X 0 0 0 JASON ENGLAND DIRECTOR 2.00 X 0 0 0 JOAN BARRETT CHAIR 2.00 X X 0 0 0 JOSH GARETSON DIRECTOR 2.00 X 0 0 0 KARL QUINN AT LARGE/EXECUTIVE COMMITTEE 2.00 X 0 0 0 KATIE TOWNS DIRECTOR 2.00 X 0 0 0 MICHAEL WHITE TREASURER 2.00 X X 0 0 0 RACHEL ANDERSON DIRECTOR 2.00 X 0 0 0 RYAN SIVILL DIRECTOR 2.00 X 0 0 0 SHAWN CALHOUN SECRETARY 2.00 X X 0 0 0 STEPHANIE RUTLEDGE DIRECTOR 2.00 X 0 0 0 STEPHANIE WEIS COMMUNITY INVESTMENT CHAIR 2.00 X 0 0 0 STEPHEN HALL DIRECTOR 2.00 X 0 0 0 STEVE DOOLEY DIRECTOR 2.00 X 0 0 0 STEVE STODDEN DIRECTOR 2.00 X 0 0 0 ROSEANN BENTLEY DIRECTOR 2.00 X 0 0 0 GREG BURRIS PRESIDENT/CEO 40.00 X 139766 0 20645 RACHEL WALSH VICE PRES OF RESOURCE DEVELOPMENT 40.00 X 69335 0 13056 209101 0 33701 1 0 1 0 0 91641 1838216 3000 1929857 54421 54421 MISCELLANEOUS INCOME 561000 17604 17604 SERVICE FEE INCOME 561000 10452 10452 28056 2012334 28056 0 54421 940405 940405 247196 168093 19776 59327 304735 207220 24897 72618 29672 20177 2425 7070 31459 21392 2561 7506 37986 25830 3077 9079 17930 11533 2667 3730 3786 2435 563 788 124344 100655 7837 15852 24031 15457 3575 4999 26914 18369 2163 6382 1784 351 50 1383 19867 15569 4298 21455 14589 1738 5128 27994 27994 8715 4367 2813 1535 CONTRACTED SERVICES 92660 24835 60192 7633 PUBLIC EDUCATION 15057 15057 EDUCATIONAL PROGRAMMING 14180 9083 2372 2725 DUES AND SUBSCRIPTIONS 11367 5971 663 4733 9143 1633 4576 2934 2010680 1623021 169939 217720 1220715 1124418 742398 868347 797752 704364 9432 1760 3196 1216 484243 317438 185865 166805 3892 3945 32492 31253 2995742 2902108 29280 69674 51790 81070 69674 X 576189 2582815 2338483 249619 2914672 2832434 2995742 2902108 X 1654 -83892 X X 0 1 X 1 0 X 2330774 2707164 2775656 2203455 1983881 12000930 2330774 2707164 2775656 2203455 1983881 12000930 12000930 24490 33364 4841 8009 54421 125125 2948007 2498539 3008125 1822731 28056 10305458 22431513 0.53500 0.49520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 443812 13382 454621 2573 423840 22706 2734 443812 1 359806 201018 158788 102312 94295 8017 22125 22125 0 166805 2012334 0 2012334 0 2012334 2010680 0 2010680 0 2010680 PART V, LINE 4: PROVIDE GRANTS TO OTHER NOT-FOR-PROFIT ORGANIZATIONS TO MEET COMMUNITY NEEDS. 1 BOYS & GIRLS CLUBS OF SPRINGFIELD INC 1410 N FREMONT SPRINGFIELD MO 65802 440513659 501(C)(3) 140263 0 SUCCESSFUL YOUTH-YOUTH SERVICES AMERICAN RED CROSS OF SOUTHERN MISSOURI 1545 WEST BYPASS SPRINGFIELD MO 65803 530196605 501(C)(3) 49163 0 INCOME, HEALTH & SAFETY-EMERGENCY SERVICES COMMUNITY PARTNERSHIP 330 N JEFFERSON SPRINGFIELD MO 65806 431830026 501(C)(3) 84018 0 INCOME, HEALTH & SAFETY THE VICTIM CENTER INC 819 BOONVILLE SPRINGFIELD MO 65802 431149629 501(C)(3) 58552 0 INCOME, HEALTH & SAFETY-EMERGENCY SERVICES OZARKS REGIONAL YMCA 417 S JEFFERSON SPRINGFIELD MO 65806 440545283 501(C)(3) 31438 0 SUCESSFUL YOUTH-YOUTH SERVICES BOY SCOUTS OF AMERICA-OZARKS TRAILS COUNCIL 1616 S EASTGATE SPRINGFIELD MO 65809 440546294 501(C)(3) 23972 0 SUCCESSFUL YOUTH-YOUTH SERVICES HARMONY HOUSE 519 E CHERRY SPRINGFIELD MO 65806 431082063 501(C)(3) 38688 0 INCOME, HEALTH & SAFETY-EMERGENCY SERVICES GIRL SCOUTS OF THE MISSOURI HEARTLAND INC 210 SOUTH INGRAM MILL ROAD SPRINGFIELD MO 65802 440594943 501(C)(3) 22769 0 SUCCESSFUL YOUTH-YOUTH SERVICES BIG BROTHERS BIG SISTERS OF THE OZARKS INC 3372 W BATTLEFIELD SPRINGFIELD MO 65810 430971303 501(C)(3) 49596 0 EDUCATION-LITERACY AND MENTORING BETTY AND BOBBY ALLISON-OZARKS CONSELING CENTER 614 SOUTH AVE SPRINGFIELD MO 65806 440595115 501(C)(3) 104807 0 INCOME HEALTH & SAFETY-BASIC NEEDS DEVELOPMENTAL CENTER OF THE OZARKS 1545 E PYTHIAN SPRINGFIELD MO 65802 440614402 501(C)(3) 48647 0 SUCCESSFUL YOUTH-REMOVING BARRIERS LUTHERAN FAMILY AND CHILDRENS SERVICES OF SOUTHWEST MISSOURI INC 2130 N GLENSTONE SPRINGFIELD MO 65803 430652650 501(C)(3) 11891 0 INCOME, HEALTH & SAFETY-EMERGENCY SERVICES GREAT CIRCLE 1212 WEST LOMBARD SPRINGFIELD MO 65806 430681471 501(C)(3) 51816 0 EDUCATION-CHILDREN AT RISK COURT APPOINTED SPECIAL ADVOCATES OF SOUTHWEST MISSOURI 1111 S GLENSTONE SPRINGFIELD MO 65804 431524185 501(C)(3) 44517 0 EDUCATION-CHILDREN AT RISK OZARKS LITERACY COUNCIL 397 E CENTRAL SPRINGFIELD MO 65802 431162068 501(C)(3) 14569 0 EDUCATION-LITERACY AND MENTORING BREAST CANCER FOUNDATION 620 REPUBLIC RD STE 107 SPRINGFIELD MO 65807 431881450 501(C)(3) 25545 0 SUCCESSFUL YOUTH-REMOVING BARRIERS COUNCIL OF CHURCHES 627 GLENSTONE SPRINGFIELD MO 65802 430903657 501(C)(3) 68247 0 EDUCATION-LITERACY AND MENTORING HABITAT FOR HUMANITY 2410 S SCENIC AVENUE SPRINGFIELD MO 65807 431470360 501(C)(3) 29166 0 INCOME, HEALTH & SAFETY-BASIC NEEDS OTC FOUNDATION - OTC MIDDLE COLLEGE 1001 E CHESTNUT EXPRESSWAY SPRINGFIELD MO 65802 431753974 501(C)(3) 5463 0 EDUCATION-LITERACY & MENTORING GOOD DADS 205 WALNUT STREET SUITE 10 SPRINGFIELD MO 65806 474457647 501(C)(3) 37278 0 GENERAL EXPENSES PART I, LINE 2: ALL ORGANIZATIONS APPLYING FOR FUNDING FROM THE UNITED WAY OF THE OZARKS SUBMIT AN APPLICATION THAT INCLUDES VERIFICATION OF THEIR 501(C) 3 STATUS, CERTIFICATION OF COMPLIANCE WITH THE PATRIOT ACT, COPIES OF THEIR LATEST FILED FORM 990, AUDITED FINANCIAL STATEMENTS AND A BUDGET FOR THE SPECIFIC FUNDING REQUEST. ALL OF THESE SUBMISSIONS ARE REVIEWED BY STAFF AND VOLUNTEER PANELS PRIOR TO RECOMMENDATION OF FUNDING TO THE UNITED WAY OF THE OZARKS BOARD OF DIRECTORS. AFTER FUNDING HAS BEEN APPROVED, AGENCIES ARE MONITORED TO DETERMINE IF FUNDS ARE SUPPORTING THE APPROVED PROGRAMS. THEY ARE REQUIRED TO PROVIDE PROGRAM OUTCOME AND THE METHODS OF EVALUATION UTILIZED TO DETERMINE OUTCOMES. 0 0 0 0 0 0 0 0 0 GREG BURRIS PRESIDENT/CEO 139766 0 0 0 0 0 13977 0 6668 0 160411 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 UWO DIRECTORS AND OFFICERS HAVE BUSINESS RELATIONSHIPS WITH OTHER UWO DIRECTORS AND OFFICERS. FORM 990, PART VI, SECTION A, LINE 6 EACH PERSON CONTRIBUTING TO THE UNITED WAY SHALL BE CONSIDERED A MEMBER FOR THE FISCAL YEAR FOR WHICH SUCH A CONTRIBUTION IS MADE. MEMBERS PRESENT AT ANY ANNUAL OR SPECIAL MEETING OF THE CORPORATION SHALL HAVE THE RIGHT TO VOTE ON ALL QUESTIONS COMING BEFORE SUCH MEETING. IN ADDITION TO THE INDIVIDUAL MEMBERS, EACH PARTICIPATING AGENCY SHALL BE ENTITLED TO DESIGNATE A VOLUNTEER TO SERVE AS A MEMBER OF THIS CORPORATION. THE AGENCY MAY REPLACE ITS REPRESENTATIVE AT ANY TIME BY NOTIFYING THE SECRETARY IN WRITING. FORM 990, PART VI, SECTION B, LINE 11B EXECUTIVE COMMITTEE WILL REVIEW THE FORM 990 IN DETAIL PRIOR TO SUBMISSION OF THE FORM TO THE IRS. RECOMMENDATION WILL BE MADE BY THE EXECUTIVE COMMITTEE TO THE FULL BOARD OF DIRECTORS. FULL BOARD OF DIRECTORS WILL RECEIVE A COPY OF THE FORM 990 PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURES ARE REVIEWED BY THE EXECUTIVE COMMITTEE. DURING ALL BOARD MEETINGS, UWO BOARD PRESIDENT AND CEO MONITOR AND ENFORCE COMPLIANCE BASED UPON THE ANNUAL DISCLOSURES FOR ANY ISSUES BROUGHT BEFORE THE BOARD. ALL BOARD MEMBERS COMPLETE A CONFLICT-OF-INTEREST DISCLOSURE. FORM 990, PART VI, SECTION B, LINE 15 THE CEO AND TOP MANAGEMENTS JOB PERFORMANCE IS EVALUATED ON AN ANNUAL BASIS AND COMPENSATION DETERMINED UPON COMPLETION OF A PERFORMANCE REVIEW. THE CEO AND TOP MANAGEMENT COMPENSATION IS DETERMINED BASED ON JOB PERFORMANCE AND BUDGET PARAMETERS. THE EXECUTIVE COMMITTEE MAKES RECOMMENDATION OF COMPENSATION FOR THE CEO AND TOP MANAGEMENT AS PART OF THE ANNUAL BUDGETING PROCESS. THE FULL BOARD APPROVES THE BUDGET FOR THE COMING YEAR IN JUNE. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION IS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: PRIOR PERIOD ADJUSTMENT FOR OVERSTATEMENT OF REVENUE -83,892. FORM 990 PART XII LINE 2C PROCESS HAS NOT CHANGED FROM PRIOR YEAR FORM 990 PART I LINE 11 AND LINE13 UNTIL DECEMBER 31, 2021 UNITED WAY LEASED EMPLOYEES TO COMMUNITY PARTNERSHIP OF THE OZARKS, A NOT-FOR-PROFIT CORPORATION , LOCATED IN SPRINGFIELD. THE AMOUNT FOR YEAR ENDING 6/30/22 WAS $1,618,597 THIS AMOUNT WAS REPORTED AS WAGES AND OTHER INCOME ON THE 2021 990. THIS CHANGE IN ACCOUNTING ACCOUNTS FOR THE DECREASE IN WAGES AND OTHER INCOME FOR THE YEAR ENDING 6/30/23.