Nonprofit · EIN 47-0376605
UNITED WAY OF THE MIDLANDS
Tax-exempt · OMAHA, NE 68102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $28,866,230 | $29,487,695 | -$621,465 | $23,905,376 | $13,147,650 | $10,757,726 |
| June 30, 2024 | 990 | $28,067,593 | $28,732,939 | -$665,346 | $25,201,748 | $14,061,304 | $11,140,444 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $26,379,022
- of which government grants
- $9,478,431
- Program service revenue
- $1,898,347
- Investment income
- $641,510
- Net gain from sales of assets
- $388,881
- Net income from fundraising events
- -$52,649
- Other revenue
- -$52,649
Expenses
- Grants and similar amounts paid
- $9,920,974
- Other salaries and wages
- $11,884,551
- Salaries, compensation and benefits (total)
- $14,661,832
- Professional fundraising fees
- $0
- Accounting fees
- $44,644
- Occupancy
- $1,064,172
- Travel
- $466,825
- Depreciation
- $398,073
- Program services (functional)
- $27,093,354
- Management and general (functional)
- $1,526,171
- Fundraising (functional)
- $868,170
Balance sheet and other
- Total assets, start of year
- $25,201,748
- Total assets, end of year
- $23,905,376
- Total liabilities, end of year
- $13,147,650
- Net assets, end of year
- $10,757,726
- Land, buildings and equipment
- $1,572,088
- Publicly traded securities
- $6,867,800
- Net assets without donor restrictions
- $2,885,038
- Net assets with donor restrictions
- $7,872,688
- Gross receipts
- $32,029,989
- Employees
- 218
- Volunteers
- 12,243
- Year formed
- 1923
- State of legal domicile
- NE
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 | Other / benefits |
|---|---|---|---|---|
| SHAWNA FORSBERG | PRESIDENT/CEO Officer | 45 | $369,369 | $38,534 |
| TRAVIS KLEIN | SVP FINANCE & OPERATIONS Key employee | 40 | $222,568 | $25,089 |
| LAURA TATTEN | VP LEADERSHIP & PLANNED GIVING Key employee | 40 | $220,301 | $26,177 |
| MATTHEW WALLEN | CHIEF OPERATING OFFICER Officer | 45 | $222,667 | $23,787 |
| KRISSY SUSKI | SVP MARKETING & COMMUNICAT Key employee | 40 | $182,107 | $18,913 |
| SCOTT HUSCROFT | VP OF IT Highest-paid employee | 40 | $158,451 | $18,722 |
| LAURA KIMBALL | CHIEF STRATEGY OFFICER Officer | 40 | $132,994 | $22,043 |
| ANNETTE ZIMMERMAN | VP OF JAG NEBRASKA Highest-paid employee | 40 | $130,798 | $17,208 |
| TIMOTHY CALLAHAN | VP OF PROGRAM DEVELOPMENT Highest-paid employee | 40 | $124,998 | $13,714 |
| STEVEN RIPPE | VP OF 211 CONTACT CENTER Highest-paid employee | 40 | $123,862 | $14,441 |
| REBECCA BLUM | VP OF FINANCE AND OPERATIONS Highest-paid employee | 40 | $120,275 | $14,214 |
| JIM RICHARDSON | CHIEF FINANCIAL OFFICER Officer | 45 | $8,462 | $0 |
| BRIAN WOOLFOLK | MEMBER Trustee or director | 1 | $0 | $0 |
| ERIC TIRITILLI | BOARD SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| PAM BEALL HILL | MEMBER Trustee or director | 1 | $0 | $0 |
20 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW DEBOER | MEMBER Trustee or director | 1 | $0 |
| GLADYS HARRISON | MEMBER Trustee or director | 1 | $0 |
| CAROL HENRICHS | MEMBER Trustee or director | 1 | $0 |
| DEREK LEATHERS | MEMBER Trustee or director | 1 | $0 |
| PAUL MAASS | MEMBER Trustee or director | 1 | $0 |
| RANDY WOOD | MEMBER Trustee or director | 1 | $0 |
| CHANDA CHACON | BOARD CHAIR Trustee or director, Officer | 1 | $0 |
| ANNA CRAMER | MEMBER Trustee or director | 1 | $0 |
| SAL ISSAKA | MEMBER Trustee or director | 1 | $0 |
| CHRIS LEITNER | MEMBER Trustee or director | 1 | $0 |
| TY KREITMAN | MEMBER Trustee or director | 1 | $0 |
| JOE SULLIVAN | MEMBER Trustee or director | 1 | $0 |
| MAQUI PARKERSON | MEMBER Trustee or director | 1 | $0 |
| DR ANDREW RIKLI | MEMBER Trustee or director | 1 | $0 |
| TRACY SCHAEFER | MEMBER Trustee or director | 1 | $0 |
| GRETCHEN TWOHIG | MEMBER Trustee or director | 1 | $0 |
| DINA TILGNER | BOARD TREASURER Trustee or director, Officer | 1 | $0 |
| CHRIS SCHAFFER | MEMBER Trustee or director | 1 | $0 |
| DAVE WARREN | MEMBER Trustee or director | 1 | $0 |
| TROY VIA | MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 34 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHAWNA FORSBERG | PRESIDENT/CEO Officer | 45 | $355,487 | $34,072 |
| LAURA TATTEN | SVP DONOR ENGAGEMENT Key employee | 40 | $215,136 | $22,993 |
| TRAVIS KLEIN | SVP FINANCE & OPERATIONS Officer | 40 | $203,756 | $16,290 |
| MATTHEW WALLEN | SVP COMMUNITY INVESTMENTS Key employee | 40 | $193,658 | $20,303 |
| PAMELA SCHWALB | FORMER COO Officer | 45 | $176,657 | $28,075 |
| KRISSY SUSKI | SVP MARKETING & COMMUNICATION Key employee | 40 | $179,175 | $2,529 |
| SCOTT HUSCROFT | SENIOR DIRECTOR INFORMATIO Highest-paid employee | 40 | $150,531 | $15,841 |
| LAURA KIMBALL | AVP COMMUNITY INVESTMENT Highest-paid employee | 40 | $116,203 | $20,211 |
| REBECCA BLUM | SENIOR DIRECTOR, FINANCE Highest-paid employee | 40 | $114,313 | $13,371 |
| STEVEN RIPPE | SENIOR DIRECTOR INFORMATION TECHNOLOGY Highest-paid employee | 40 | $117,846 | $8,026 |
| TIMOTHY CALLAHAN | AVP, DEVELOPMENT Highest-paid employee | 40 | $120,177 | $1,850 |
| BRIAN WOOLFOLK | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JIM RICHARDSON | BOARD TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ERIC TIRITILLI | BOARD SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| PAM BEALL HILL | MEMBER Trustee or director | 1 | $0 | $0 |
| MATTHEW DEBOER | MEMBER Trustee or director | 1 | $0 | $0 |
| BOB GUNIA | MEMBER Trustee or director | 1 | $0 | $0 |
| GLADYS HARRISON | MEMBER Trustee or director | 1 | $0 | $0 |
| CAROL HENRICHS | MEMBER Trustee or director | 1 | $0 | $0 |
| DEREK LEATHERS | MEMBER Trustee or director | 1 | $0 | $0 |
| PAUL MAASS | MEMBER Trustee or director | 1 | $0 | $0 |
| RANDY WOOD | MEMBER Trustee or director | 1 | $0 | $0 |
| AVI ATHOLI | MEMBER Trustee or director | 1 | $0 | $0 |
| CHANDA CHACON | MEMBER Trustee or director | 1 | $0 | $0 |
| ANNA CRAMER | MEMBER Trustee or director | 1 | $0 | $0 |
| SAL ISSAKA | MEMBER Trustee or director | 1 | $0 | $0 |
| CHRIS LEITNER | MEMBER Trustee or director | 1 | $0 | $0 |
| TY KREITMAN | MEMBER Trustee or director | 1 | $0 | $0 |
| JOE SULLIVAN | MEMBER Trustee or director | 1 | $0 | $0 |
| MAQUI PARKERSON | MEMBER Trustee or director | 1 | $0 | $0 |
| DR ANDREW RIKLI | MEMBER Trustee or director | 1 | $0 | $0 |
| TRACY SCHAEFER | MEMBER Trustee or director | 1 | $0 | $0 |
| GRETCHEN TWOHIG | MEMBER Trustee or director | 1 | $0 | $0 |
| DINA TILGNER | MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1229 MILLWORK AVE STE 402, OMAHA, NE 68102-4123
- In care of
- % REBECCA BLUM
- Principal officer (990 for 2024)
- JIM RICHARDSON, 1229 MILLWORK AVE 402, OMAHA, NE 68102
- Signed the 990
- JIM RICHARDSON, SVP, FINANCE & OPERATIONS
- Phone
- (402) 788-5193
- Website
- WWW.UNITEDWAYMIDLANDS.ORG
- Return prepared by
- HBE LLP
Mission
UNITED WAY OF THE MIDLANDS MISSION IS "WE UNITE OUR COMMUNITY'S CARING SPIRIT TO BUILD A STRONGER TOMORROW".
Program accomplishments
- EFFECTIVE JULY 2020, THE UWM AGREED TO PROVIDE SERVICES TO THE NE DEPARTMENT OF LABOR REGARDING IMPLEMENTATION AND OPERATION OF THE JAG MODEL IN NEBRASKA. THIS PROGRAM ESTABLISHED JAG ACCREDITED PROGRAMS AT NEBRASKA SCHOOLS WITH THE PURPOSE OF HELPING JUNIOR HIGH AND HIGH SCHOOL STUDENTS OVERCOME OBSTACLES AND BUILD SKILLS SO THEY ARE SET UP FOR SUCCESS IN THE CLASSROOM AND WORKPLACE. THIS PROGRAM IS FUNDED IN LARGE PART BY AN AGREEMENT WITH THE NDOL CONSISTING OF FUNDS PROVIDED THOUGH THE US DEPARTMENT OF LABOR AND THE US DEPARTMENT OF HEALTH AND HUMAN SERVICES.Expenses $7,589,761 · grants $10,000 · revenue $7,986,593
- WHEN A CALLER DIALS 2-1-1, THEY FIND EASY ACCESS TO HEALTH AND HUMAN SERVICE PROGRAMS IN NEBRASKA AND IOWA. CERTIFIED RESOURCE SPECIALISTS MAINTAIN A COMPUTERIZED COMPREHENSIVE DATABASE OF NEARLY 4,000 HEALTH AND HUMAN SERVICE PROGRAMS. INDIVIDUALS WHO NEED HELP ARE CONNECTED WITH THE RIGHT COMMUNITY RESOURCES WHO USE THE VAST DATABASE. THE INFORMATION GATHERED HELPS TO IDENTIFY GAPS IN LOCAL HUMAN SERVICES, WHICH CAN ASSIST LOCAL POLICY MAKERS WITH FUTURE PLANNING EFFORTS. EFFECTIVE OCTOBER 2019, THE NE211 HELPLINE WAS MANNED 24X7X365.Expenses $2,943,702 · revenue $3,715,887
- THIS ENERGY-EFFICIENCY PROGRAM AIMS TO HELP LOW-INCOME HOUSEHOLDS REDUCE ENERGY COSTS WHILE ENSURING THEIR HEALTH AND SAFTEY. THE SERVICES ARE OFFERED TO ELIGIBLE HOUSEHOLDS AT NO COST - THANKS TO FUNDING FROM THE U.S. DEPARTMENTS OF ENERGY AND HEALTH AND HUMAN SERVICES. IN ADDITION TO ENERGY-EFFICIENY IMPROVEMENTS, THE PROGRAM ALSO CHECK EACH HOME'S INDOOR AIR QUALITY, COMBUSTION SAFETY, CARBON MONOXIDE AND OTHER POSSIBLE ISSUES. UWM'S 211 HELPLINE PROCESSES APPLICATIONS FOR DOUGLAS COUNTY AND DETERMINES ELIGIBILITY, HELPING IMPROVE THE LIVES OF MANY LOW-INCOME FAMILIES.Expenses $250,476 · revenue $595,363
- GOODFELLOWSExpenses $630,685 · grants $49,000 · revenue $629,535
- COMPREHENSIVE VOLUNTEERISMExpenses $551,850 · revenue $499,738
- COURT REFERRALExpenses $98,224 · revenue $87,669
- OTHER PROGRAMSExpenses $15,028,656 · grants $9,861,974
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
- 47-0376605
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1954
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T700)
- Assets (IRS master file)
- $23,905,376
- Income (IRS master file)
- $32,029,989
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $28,866,230 | $29,487,695 | $23,905,376 | XML |
| 990 | June 2024 | $28,067,593 | $28,732,939 | $25,201,748 | XML |
| 990 | June 2023 | $38,857,769 | $40,968,989 | $26,280,757 | IRS |
| 990 | June 2022 | $36,718,233 | $37,636,352 | $22,649,944 | 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 47-0376605).
Questions about UNITED WAY OF THE MIDLANDS
- What is the EIN of UNITED WAY OF THE MIDLANDS?
- The employer identification number (EIN) of UNITED WAY OF THE MIDLANDS is 47-0376605.
- Is UNITED WAY OF THE MIDLANDS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
- Are donations to UNITED WAY OF THE MIDLANDS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF THE MIDLANDS 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 OF THE MIDLANDS 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 OF THE MIDLANDS 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 OF THE MIDLANDS?
- The 990 for the year ended June 30, 2025 names JIM RICHARDSON.
- Who are the officers and directors of UNITED WAY OF THE MIDLANDS?
- The 990 for the year ended June 30, 2025 lists 35 people; 12 received compensation from the organization, the highest $369,369 (SHAWNA FORSBERG, PRESIDENT/CEO).
- How much revenue does UNITED WAY OF THE MIDLANDS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $28,866,230, expenses of $29,487,695 and total assets of $23,905,376 at year end.
Other nonprofits in OMAHA
- THE SUSAN THOMPSON BUFFETT FOUNDATION EIN 47-6032365 · last filed 990-PF for 2025
- WALTER SCOTT FAMILY FOUNDATION EIN 47-1116371 · last filed 990-PF for 2024
- SHERWOOD FOUNDATION EIN 47-0824755 · last filed 990-PF for 2025
- SUZANNE AND WALTER SCOTT FOUNDATION EIN 36-3727897 · last filed 990 for 2024
- OMAHA COMMUNITY FOUNDATION EIN 47-0645958 · last filed 990 for 2024
- BRIDGES PHILANTHROPIC FUND EIN 99-1674027 · last filed 990 for 2025
- PETER KIEWIT FOUNDATION EIN 47-6098282 · last filed 990-PF for 2025
- OMAHA COMMUNITY FOUNDATION DONOR DIRECTED DEPOSITORY EIN 36-3789990 · last filed 990 for 2024
All nonprofits in OMAHA · Nebraska · Philanthropy, voluntarism and grantmaking foundations