2023-12-15T16:06:59-06:00 2023-06-30 470677245 HBE LLP 7140 STEPHANIE LANE PO BOX 23110 LINCOLN NE 685423110 990 2022-07-01 470376605 UNITED WAY OF THE MIDLANDS UNIT 4028301942 2201 FARNAM STREET 200 OMAHA NE 68102 TRAVIS KLEIN SVP, FINANCE & OPERATIONS 4028301942 2023-11-29 1 TRAVIS KLEIN 999009999 0 KRYSTAL L SIEBRANDT CPA CFE CGMA P00543870 4024234343 2023-11-29 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z TRAVIS KLEIN 2201 FARNAM STREET 200 OMAHA NE 68102 49678662 0 X WWW.UNITEDWAYMIDLANDS.ORG X 1923 NE WE UNITE OUR COMMUNITY'S CARING SPIRIT TO BUILD A STRONGER TOMORROW. 22 22 161 574 0 0 34819980 37712821 1502445 956322 229528 247772 166280 -59146 36718233 38857769 27763057 29298096 0 0 7136500 8522431 0 0 2672019 2736795 3148462 37636352 40968989 -918119 -2111220 22649944 26280757 12799630 17981677 9850314 8299080 X UNITED WAY OF THE MIDLANDS MISSION IS "WE UNITE OUR COMMUNITY'S CARING SPIRIT TO BUILD A STRONGER TOMORROW". 1 0 2130525 95000 JAG NEBRASKA - SINCE 2019, JAG NEBRASKA HAS SERVED 2,200 STUDENTS THROUGH 24 PROGRAMS AT 22 SCHOOLS IN 12 SCHOOL DISTRICTS - AND THE NUMBERS ONLY CONTINUE TO GROW AS DATA SUPPORTING THE SUCCESS OF THE PROGRAM INCREASES. JAG PROGRAMMING IS CONDUCTED ON-SITE AT SCHOOLS DURING SCHOOL HOURS. TRAINED CAREER SPECIALISTS WORK WITH JAG STUDENTS TO HELP THEM MASTER 37 SKILLS THAT WILL SET THEM UP FOR SUCCESS IN THEIR FUTURE CAREERS. THROUGHOUT THE DURATION OF THE PROGRAM, STUDENTS BUILD RELATIONSHIPS WITH LOCAL EMPLOYERS; ENGAGE IN PROJECT-BASED LEARNING; DEVELOP LEADERSHIP, CIVIC AND SOCIAL RESPONSIBILITY THROUGH A STUDENT-LED CAREER ASSOCIATION; AND ENGAGE IN CAREER RESEARCH THAT WILL LAY THE FOUNDATION FOR JOB OPPORTUNITIES AFTER HIGH SCHOOL GRADUATION. THE JAG MODEL INCORPORATES THE JAG ADVANTAGE WHICH, INCLUDES THREE KEY COMPONENTS PROVEN TO ENSURE STUDENTS' DEVELOPMENT AND SUCCESS: EMPLOYER ENGAGEMENT, TRAUMA INFORMED CARE AND PROJECT BASED LEARNING. EMPLOYER ENGAGEMENT - EMPLOYERS INTERACT WITH JAG STUDENTS IN THE CLASSROOM AND ON THE JOB. AS PART OF THE JAG PROGRAMMING, COMPANY REPRESENTATIVES ARE INVITED INTO THE CLASSROOM, WHERE THEY BUILD RELATIONSHIPS WITH THE STUDENTS AND TEACH THEM VALUABLE SKILLS THAT COMPANIES ARE SEEKING IN NEW HIRES. STUDENTS WILL THEN BE ABLE TO VISIT THE REPRESENTATIVE'S COMPANY, AND POTENTIALLY, VISUALIZE THEMSELVES WORKING THERE. TRAUMA INFORMED CARE - CAREER SPECIALISTS ARE TRAINED TO PROVIDE TRAUMA-INFORMED CARE AND CREATE AN ENVIRONMENT WHERE ALL STUDENTS TO BE SUCCESSFUL. TO BE TRAUMA-INFORMED IS TO UNDERSTAND THE CHALLENGES OUR STUDENTS FACE AND PROVIDE SUPPORTS AND ADDITIONAL RESOURCES SO THAT THEY CAN OVERCOME THOSE BARRIERS. IT'S THE DIFFERENCE BETWEEN ASKING "WHAT HAPPENED?" INSTEAD OF "WHAT'S WRONG WITH YOU?" PROJECT BASED LEARNING - THIS FRAMEWORK AND INSTRUCTIONAL LEARNING STRATEGY PROVIDES STUDENTS WITH A VOICE AND THE CHOICE TO DRIVE WHAT THEY DO THROUGH HANDS-ON PROJECTS. THESE PROJECTS HELP THEM DEVELOP REAL WORLD COMPETENCIES THAT EMPLOYERS ARE SEEKING. THE PROJECTS ALSO GIVE THE STUDENTS THE OPPORTUNITY TO USE THEIR SKILLS AND TALENTS TO SHOWCASE WHAT THEY KNOW THROUGH PUBLIC PRODUCTS THAT ARE RELEVANT TO THEIR INTERESTS AND APTITUDES. 2314856 2214856 STARTING IN 2022, UNITED WAY OF THE MIDLANDS (UWM) IN PARTNERSHIP WITH THE CITY OF OMAHA, ADMINISTERED $5 MILLION OVER TWO YEARS THROUGH THE AMERICAN RESCUE PLAN ACT (ARPA). THESE FISCAL RECOVERY FUNDS WERE DISTRIBUTED TO AREA NONPROFIT PROGRAMS PROVIDING ESSENTIAL NEEDS SERVICES INCLUDING ACCESS TO FOOD AND SHELTER, HOMELESS PREVENTION, ACCESS TO PHYSICAL AND MENTAL HEALTH CARE, HEALTH PROMOTION AND EDUCATION, FINANCIAL LITERACY AND FAMILY SUPPORT. PROGRAMS REPORT QUARTERLY TO ENSURE FISCAL STEWARDSHIP AND ACCOUNTABILITY. 31437989 27063272 26442 COMMUNITY ENGAGEMENT AND VISION - THIS FUNCTION IS DEDICATED TO IMPLEMENTATION AND ACTION ON COMMUNITY IMPACT INVESTMENTS AND INITIATIVES. ACTIVITIES INCLUDE PRIORITIZATION AND RESEARCH FOR INITIATIVE DEVELOPMENT, IMPACT AND CHANGE DEVELOPMENT AND ASSESSMENT,MOBILIZING PARTNERS TO PROVIDE SERVICES, PARTICIPATING IN AND SUPPORTING SELECTED OUTSIDE COMMUNITY ACTIVITIES, SERVICE IMPLEMENTATION THROUGH: FUND DISTRIBUTION, TECHNOLOGY, PUBLIC EDUCATION, ECONOMIC DEVELOPMENT STRATEGIES AND AGENCY DESIGNATION MANAGEMENT, COMMUNICATION OF OUTCOME AND EVALUATION AND STAFF SUPPORT DEVELOPMENT. 2240776 19968 718880 NE211 CONTACT CENTER HAS BEEN THE HELPLINE FOR ALL NEBRASKANS AND IOWANS FOR OVER 40 YEARS, AND DURING SUCH DISASTERS IN THE PAST TWO YEARS AS FLOODING, STRAIGHT-LINE WINDS, AND THE COVID-19 PANDEMIC. NEARLY 300,000 CONTACTS IN THE PAST YEAR WERE FOR HOUSING AND UTILITY ASSISTANCE, HEALTH, FOOD, AND EMPLOYMENT ASSISTANCE, AS WELL AS OTHER NEEDS. 2240776 19968 718880 38124146 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1752 0 1 161 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X REBECCA BLUM 4025227941 2201 FARNAM STREET OMAHA NE 68102 BRIAN WOOLFOLK BOARD CHAIR 1.00 X X 0 0 0 JIM RICHARDSON BOARD TREASURER 1.00 X X 0 0 0 ERIC TIRITILLI BOARD SECRETARY 1.00 X X 0 0 0 PAM BEALL HILL MEMBER 1.00 X 0 0 0 SUSAN COURTNEY MEMBER 1.00 X 0 0 0 MATTHEW DEBOER MEMBER 1.00 X 0 0 0 BOB GUNIA MEMBER 1.00 X 0 0 0 GLADYS HARRISON MEMBER 1.00 X 0 0 0 CAROL HENRICHS MEMBER 1.00 X 0 0 0 DEREK LEATHERS MEMBER 1.00 X 0 0 0 PAUL MAASS MEMBER 1.00 X 0 0 0 RANDY WOOD MEMBER 1.00 X 0 0 0 AVI ATHOLI MEMBER 1.00 X 0 0 0 CHANDA CHACON MEMBER 1.00 X 0 0 0 GAIL DEBOER MEMBER 1.00 X 0 0 0 JAMIE GUTIERREZ MEMBER 1.00 X 0 0 0 JESSICA HEIDEBRECHT MEMBER 1.00 X 0 0 0 STEVE KANIEWSKI MEMBER 1.00 X 0 0 0 CHRIS LEITNER MEMBER 1.00 X 0 0 0 CLARK PONTHIER MEMBER 1.00 X 0 0 0 JOE SULLIVAN MEMBER 1.00 X 0 0 0 DINA TILGNER MEMBER 1.00 X 0 0 0 SHAWNA FORSBERG PRESIDENT/CEO 45.00 X 338346 0 31529 PAMELA SCHWALB COO 45.00 X 202427 0 34134 TRAVIS KLEIN SVP FINANCE & OPERATIONS 40.00 X 122359 0 1362 LAURA TATTEN SVP DONOR ENGAGEMENT 40.00 X 208083 0 22393 MATTHEW WALLEN SVP COMMUNITY INVESTMENTS & PROGRAMS 40.00 X 176597 0 18543 SCOTT HUSCROFT SENIOR DIRECTOR INFORMATION TECHNOLOGY 40.00 X 134710 0 14227 PAMELA PHILLIPPE SENIOR DIRECTOR FINANCE 40.00 X 107986 0 11191 1290508 0 133379 7 0 1 0 0 140838 5186470 32385513 101365 37712821 CONTRACT FEES 561000 823975 823975 DONOR DESIGNATION FEES 900009 130661 130661 MISCELLANEOUS INCOME 561000 1686 1686 956322 363772 363772 10617101 10733101 -116000 -116000 -116000 28646 140838 87792 -59146 -59146 38857769 840322 0 304626 14106797 14106797 15191299 15191299 1410223 921295 15751 473177 5665864 4606204 38538 1021122 307029 262186 1861 42982 567750 456677 3981 107092 571565 454384 4416 112765 68699 50885 862 16952 67988 67988 189976 115963 2393 71620 57095 46625 499 9971 319882 207923 6398 105561 136268 127279 328 8661 58596 24108 607 33881 189304 123047 3787 62470 293566 185953 3549 104064 26590 18318 472 7800 CONTRACTED FEES 402411 298060 5053 99298 SPECIAL EVENTS 289699 154102 3877 131720 EQUIPMENT RENTAL & MAIN 194372 151060 2475 40837 SUPPLIES 193097 159118 1625 32354 660919 462863 8364 189692 40968989 38124146 172824 2672019 2852742 1888108 4479162 5397037 1205417 377163 445844 3293045 1851630 1610261 1441415 10302837 12012171 1822362 1887014 0 3209168 22649944 26280757 1058054 1031626 10346485 10404360 663181 74692 731910 6470999 12799630 17981677 X 5655532 4315298 4194782 3983782 9850314 8299080 22649944 26280757 -2111220 559986 0 X X 0 1 X 1 1 1 X 17302029 17468799 20151231 34819980 39191991 128934030 17302029 17468799 20151231 34819980 39191991 128934030 9899630 119034400 323201 306623 165673 62003 363772 1221272 347608 254241 1874858 1502445 956322 4935474 135090776 0.88110 0.73210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 22700 0 0 22700 0 7023461 167702 551434 250420 7492177 7510300 1460532 -1013993 933378 7023461 6302499 1420926 213125 7510300 6246228 76500 184283 204512 6302499 6044686 313583 112041 6246228 0.50770 0.49230 1 0 1514566 532680 981886 634298 329003 305295 1144181 989947 154234 1441415 BENEFICIAL INTEREST IN NET ASSETS HELD BY OMAHA COMMUNITY FOUNDATION 1887014 F 1887014 OPERATING LEASE RIGHT-OF-USE ASSETS 3209168 3209168 REFUNDABLE ADVANCES 2677817 OPERATING LEASE OBLIGATIONS 3793182 6470999 X 38175420 559986 567957 87792 1215735 36959685 67988 1830096 1898084 38857769 39726654 567957 87792 655749 39070905 67988 1830096 1898084 40968989 PART X, LINE 2: THE UNITED WAY OF THE MIDLANDS IS EXEMPT FROM INCOME TAXES UNDER SECTION 501 OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. HOWEVER, THE ORGANIZATION IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. THE ORGANIZATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 87,792. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 1,830,096. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 87,792. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 1,830,096. PART V, LINE 4 ENDOWMENT FUNDS ARE USED TO SUPPORT THE MISSION OF THE ORGANIZATION AND INTENDED USE AS SPECIFIED BY THE DONOR. BOXING EVENT 169484 140838 28646 1026 84851 1915 169484 140838 28646 1026 84851 1915 87792 -59146 1 AFRICAN AMERICAN EMPOWERMENT NETWORK 105 N 31ST AVENUE STE 101 OMAHA NE 68131 264296811 501C3 155000 0 CIRT ALLOCATIONS AMERICAN RED CROSS OMAHA COUNCIL BLUFFS METRO 2912 SO 80TH AVE OMAHA NE 68124 530196605 501C3 35000 0 CIRT ALLOCATIONS APPLIED INFORMATION MANAGEMENT 1905 HARNEY ST STE 300 OMAHA NE 68102 470749200 501C3 35000 0 CIRT ALLOCATIONS AUTISM ACTION PARTNERSHIP 14301 FIRST NATIONAL BANK PKWY STE 115 OMAHA NE 68154 206892034 501C3 30000 0 KARNETT PAYOUT BETHLEHEM HOUSE 2301 SO 15 ST OMAHA NE 68108 331066685 501C3 20000 0 CIRT ALLOCATIONS BIG BROTHERS BIG SISTERS OF THE MIDLANDS 10831 OLD MILL RD STE 400 OMAHA NE 68154 470466144 501C3 130000 0 CIRT ALLOCATIONS BOY SCOUTS MID-AMERICA COUNCIL 12401 W MAPLE RD OMAHA NE 68164 470376545 501C3 50000 0 CIRT ALLOCATIONS BOYS AND GIRLS CLUBS OF THE MIDLANDS 2610 HAMILTON OMAHA NE 681311675 470467350 501C3 400000 0 CIRT ALLOCATIONS BOYS TOWN 14090 MOTHER TERESA LANE BOYS TOWN NE 680101010 470376606 501C3 82000 0 CIRT ALLOCATIONS BRIGHT MINDS-BRIGHTER FUTURES EARLY LEARNING CENTER 2635 N 103RD CT OMAHA NE 68134 851768824 501C3 10000 0 DEI CAROLES HOUSE OF HOPE INC 7815 HARNEY ST OMAHA NE 68114 800741577 501C3 10000 0 DEI CASA - DOUGLAS COUNTY NEBRASKA 2412 ST MARYS AVE OMAHA NE 68105 352171298 501C3 17500 0 CIRT ALLOCATIONS CATHOLIC CHARITIES DIOCESE OF DES MOINES COUNCIL BLUFFS 601 GRAND AVE DES MOINES IA 50309 530196617 501C3 70000 0 CIRT ALLOCATIONS CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OMAHA 3300 N 60 ST OMAHA NE 68104 470376612 501C3 185000 0 CIRT ALLOCATIONS CENTER FOR HOLISTIC DEVELOPMENT 6502 SORENSEN PKWY OMAHA NE 68152 470840961 501C3 67000 0 ARPA CHARLES DREW HEALTH CENTER 2915 GRANT STREET OMAHA NE 68111 470666715 501C3 156000 0 CIRT ALLOCATIONS AND MHFA GRANT CHILD SAVING INSTITUTE 4545 DODGE ST OMAHA NE 681323251 450489204 501C3 136400 0 CIRT ALLOCATIONS CHRISTIAN HOME ASSOCIATION CHILDRENS SQUARE U S A 520 N 7TH ST COUNCIL BLUFFS IA 515030709 420680314 501C3 20000 0 CIRT ALLOCATIONS CITY SPROUTS PO BOX 31593 OMAHA NE 68131 470791737 501C3 125000 0 ARPA AND CIRT ALLOCATIONS CODE BLACK INC 3741 N 43RD OMAHA NE 68111 872961342 501C3 12500 0 DEI COLLECTIVE FOR YOUTH 105 N 31ST AVENUE STE 103 OMAHA NE 68131 274577729 501C3 30000 0 CIRT ALLOCATIONS COLLEGE POSSIBLE 900 S 74TH PLAZA OMAHA NE 68114 411968798 501C3 21000 0 CIRT ALLOCATIONS COMMUNITY ALLIANCE REHABILITATION SERVICES 4001 LEAVENWORTH ST OMAHA NE 681051026 470756970 501C3 168000 0 CIRT ALLOCATIONS COMMUNITY HEALTH CHARITIES 212 S 74TH ST STE 205 OMAHA NE 68114 237162972 501C3 563628 0 CONTRACT AGREEMENT COMPLETELY KIDS 2566 ST MARYS AVE OMAHA NE 68105 275111197 501C3 320000 0 ARPA AND CIRT ALLOCATIONS CRCC (FORMERLY KNOWN AS CHILDREN'S RESPITE CARE CENTER) 5321 S 138TH ST OMAHA NE 68137 470718409 501C3 25000 0 CIRT ALLOCATIONS D2 CENTER 1941 S 42ND ST STE 503 OMAHA NE 68105 464140587 501C3 45000 0 CIRT ALLOCATIONS EASTER SEALS NEBRASKA 12565 W CENTER RD STE 100 OMAHA NE 68144 470457872 501C3 50000 0 KARNETT PAYOUT EASTERN NEBRASKA COMMUNITY ACTION PARTNERSHIP 3333 FARNAM ST STE 500 OMAHA NE 68131 470488296 501C3 63000 0 ARPA AND GOODFELLOWS FAMILY HOUSING ADVISORY SERVICES INC 2401 LAKE ST STE 201 OMAHA NE 68111 470526720 501C3 630500 0 ARPA, CIRT ALLOCATIONS, GOODFELLOWS, AND SIEMER GRANT FAMILY INC 3501 HARRY LANGDON BLVD STE 150 COUNCIL BLUFFS IA 51503 510657063 501C3 72000 0 CIRT AND RAISE ME TO READ ALLOCATIONS FINANCIAL BEGINNINGS PO BOX 4243 OMAHA NE 68104 203530960 501C3 10000 0 DEI FOOD BANK FOR THE HEARTLAND 10525 J ST OMAHA NE 68127 470637701 501C3 79276 0 ARPA FRIENDS OF IOWA CASA & ICFCRB 321 E 12TH ST 4TH FLOOR LUCAS BUILDING DES MOINES IA 50319 421471727 501C3 12000 0 CIRT ALLOCATIONS GENERATION DIAMOND CORPORATION 4825 S 25TH STREET 100 OMAHA NE 68107 812162843 501C3 25000 0 CIRT ALLOCATIONS GIRL SCOUTS SPIRIT OF NEBRASKA 2121 SO 44TH ST OMAHA NE 681052800 470432299 501C3 50000 0 CIRT ALLOCATIONS GIRLS INCORPORATED OF OMAHA 2811 NO 45TH ST OMAHA NE 681044596 470562184 501C3 300000 0 CIRT ALLOCATIONS GOODWILL INDUSTRIES INC 4805 N 72ND STREET OMAHA NE 681342304 470378996 501C3 71000 0 CIRT ALLOCATIONS AND KARNETT GREATER OMAHA ATTENDANCE AND LEARNING SERVICES 3215 CUMING ST OMAHA NE 681312000 455608246 501C3 80000 0 ARPA AND CIRT ALLOCATIONS HABITAT FOR HUMANITY OF COUNCIL BLUFFS 1228 SOUTH MAIN STREET COUNCIL BLUFFS NE 51503 421394987 501C3 40000 0 CIRT ALLOCATIONS HEART MINISTRY CENTER - OMAHA 2222 BINNEY ST OMAHA NE 681102038 810614816 501C3 108000 0 CIRT ALLOCATIONS AND GOODFELLOWS HEARTLAND EQUINE THERAPEUTIC RIDING ACADEMY INC 10130 S 222ND ST GRETNA NE 68028 363713040 501C3 20000 0 CIRT ALLOCATIONS HEARTLAND EQUINE THERAPEUTIC RIDING ACDM 10130 S 222ND ST GRETNA NE 68028 363713040 501C3 48320 0 KARNETT PAYOUT HEARTLAND FAMILY SERVICE 2101 S 42ND ST OMAHA NE 681052911 470390618 501C3 638564 0 ARPA, CIRT ALLOCATIONS, AND GOODFELLOWS HEARTLAND HOPE MISSION 2021 U ST OMAHA NE 681073666 141869352 501C3 200000 0 ARPA AND CIRT ALLOCATIONS HEARTLAND WORKERS CENTER 4923 S 24TH ST STE 3A OMAHA NE 68107 271709471 501C3 12640 0 DEI HOPE CENTER INC 2200 NO 20TH ST OMAHA NE 68110 470826512 501C3 50000 0 CIRT ALLOCATIONS HOUSING FOUNDATION FOR SARPY COUNTY 8214 ARMSTRONG CIRCLE BELLEVUE NE 68147 462348565 501C3 37750 0 CIRT ALLOCATIONS INCOMMON (FORMERLY MOSAIC COMMUNITY DEVELOPMENT) 1340 PARK AVE OMAHA NE 68105 470842143 501C3 20000 0 CIRT ALLOCATIONS INTERCULTURAL SENIOR CENTER 3010 R ST OMAHA NE 68107 272460810 501C3 138000 0 ARPA AND CIRT ALLOCATIONS INTERNATIONAL COUNCIL FOR REFUGEES & IMMIGRANTS INC 6901 DODGE ST STE 104 OMAHA NE 68132 271544492 501C3 80500 0 CIRT ALLOCATIONS IOWA JAG INC 400 E 14TH ST GRIMES ST OFC BLDG DES MOINES IA 503199000 421492988 501C3 30000 0 CIRT ALLOCATIONS IOWA LEGAL AID 1111 9TH STREET STE 230 DES MOINES IA 503142527 421079227 501C3 17500 0 CIRT ALLOCATIONS JEWISH FEDERATION OF OMAHA 333 S 132ND ST OMAHA NE 681542106 470384659 501C3 45000 0 PARTNERSHIP AGREEMENT JUSTICE FOR OUR NEIGHBORS NEBRASKA 4223 CENTER STREET OMAHA NE 68105 743195841 501C3 20000 0 CIRT ALLOCATIONS KIDS CAN COMMUNITY CENTER 4860 Q ST OMAHA NE 68117 470376597 501C3 220000 0 CIRT ALLOCATIONS LATINO CENTER OF THE MIDLANDS 4821 SO 24TH ST OMAHA NE 68107 237208431 501C3 310000 0 CIRT ALLOCATIONS LEGAL AID OF NEBRASKA 209 S 19TH STREET SUITE 200 OMAHA NE 681021709 470483506 501C3 70000 0 CIRT ALLOCATIONS AND KARNETT LUTHERAN FAMILY SERVICES OF NEBRASKA INC 124 S 24TH ST STE 230 OMAHA NE 681021246 237267972 501C3 616380 0 ARPA AND CIRT ALLOCATION MERCY HOUSING MIDWEST 7421 EDNA COURT LAVISTA NE 68128 470772351 501C3 25000 0 CIRT ALLOCATIONS MICAH HOUSE CORPORATION 1415 AVE J COUNCIL BLUFFS IA 51501 421292393 501C3 100000 0 CIRT ALLOCATIONS MIDLANDS AFRICAN CHAMBER INC 7930 BLONDO STREET OMAHA NE 68134 851935551 501C3 27500 0 DEI MIDLANDS LATINO COMMUNITY DEVELOPMENT CORPORATION 4923 S 24TH ST STE 201 OMAHA NE 681072763 141973678 501C3 102810 0 CIRT ALLOCATIONS AND DEI MILLARD PUBLIC SCHOOLS 5606 S 147TH ST OMAHA NE 68137 476002642 501C3 6000 0 PARTNERSHIP AGREEMENT NEBRASKA CENTER FOR WORKFORCE DEVELOPMENT & EDUCATION 6001 GROVER ST SUITE 200 OMAHA NE 68106 832702323 501C3 316635 0 BCB PAYOUT/GNH, CIRT ALLOCATIONS, AND CONTRACT AGREEMENT NEBRASKA CHILDREN'S HOME SOCIETY 4939 SO 118 ST OMAHA NE 68137 470378995 501C3 49500 0 CIRT ALLOCATIONS NEBRASKA DIAPER BANK (FORMERLY KNOW AS THE LIFE HOUSE) 9100 F ST STE 100 OMAHA NE 68127 474953614 501C3 25000 0 CIRT ALLOCATIONS NEBRASKA ENTERPRISE FUND 1516 CUMING AVE OMAHA NE 68102 311543695 501C3 17500 0 DEI NEBRASKA URBAN INDIAN HEALTH COALITION 2240 LANDON CT OMAHA NE 68102 470697260 501C3 50000 0 CIRT ALLOCATIONS NEW LIFE FAMILY ALLIANCE 3610 DODGE ST STE 204 OMAHA NE 68131 464850869 501C3 15000 0 CIRT ALLOCATIONS NEW VISIONS 1435 N 15TH ST COUNCIL BLUFFS IA 515011133 421407712 501C3 148500 0 ARPA AND CIRT ALLOCATIONS NO MORE EMPTY POTS 1127 N 20TH ST OMAHA NE 68102 272427728 501C3 123750 0 ARPA AND CIRT ALLOCATION OLLIE WEBB CENTER INC 1941 S 42ND ST STE 122 OMAHA NE 68105 470399179 501C3 25000 0 KARNETT PAYOUT OMAHA 100 INCORPORATED 2401 LAKE ST STE 150 OMAHA NE 68111 363752051 501C3 17500 0 DEI OMAHA COMMUNITY BROADCASTING 1416 N 38TH ST OMAHA NE 68131 470732357 501C3 20000 0 CIRT ALLOCATIONS AND PARTNERSHIP AGREEMENT OMAHA HEALTHY KIDS ALLIANCE 5006 UNDERWOOD AVE OMAHA NE 681322236 205085175 501C3 25000 0 CIRT ALLOCATIONS OMAHA HOME FOR BOYS 4343 N 52ND ST OMAHA NE 681042895 470376529 501C3 256800 0 ARPA AND CIRT ALLOCATIONS OMAHA HOUSING AUTHORITY FOUNDATION INC 1823 HARNEY STREET OMAHA NE 68102 470710782 501C3 7500 0 GOODFELLOWS MEAL VOUCHER ONEWORLD COMMUNITY HEALTH CENTERS INC 4920 SO 30TH ST STE 103 OMAHA NE 68107 470548990 501C3 610000 0 ARPA AND CIRT ALLOCATIONS PARTNERSHIP 4 KIDS 1004 FARNAM ST STE 200 OMAHA NE 68102 470762798 501C3 52000 0 CIRT ALLOCATIONS PROJECT HOUSEWORKS (AKA REBUILDING TOGETHER OMAHA) 7831 WAKELEY PLAZA OMAHA NE 68114 470793980 501C3 30000 0 CIRT ALLOCATIONS REGION 6 BEHAVIORAL HEALTHCARE 4715 S 132ND STREET OMAHA NE 68137 200422066 501C3 139850 0 MHFA GRANT RESTORING DIGNITY 8000 CHICAGO ST OMAHA NE 68114 824375187 501C3 35000 0 CIRT ALLOCATIONS RISE 3555 FARNAM ST STE 235 OMAHA NE 68131 273611908 501C3 63500 0 CIRT ALLOCATIONS ROOM FOR ROOTS INC 17213 SAGE ST OMAHA NE 68136 842903645 501C3 10000 0 DEI SANTA MONICA 130 N 39TH ST OMAHA NE 68131 470547017 501C3 75000 0 ARPA AND CIRT ALLOCATIONS SHELTERING TREE INC 1323 WILLIAM ST OMAHA NE 68108 030605993 501C3 22100 0 KARNETT PAYOUT SIENAFRANCIS HOUSE 1702 NICHOLAS ST OMAHA NE 68102 470601005 501C3 467750 0 ARPA AND CIRT ALLOCATIONS SOMALI COMMUNITY SERVICE INC 1136 NW RADIAL HWY OMAHA NE 68132 271523260 501C3 10500 0 CIRT ALLOCATIONS SOUTHSIDE REDEVELOPMENT CORPORATION (AKA CANOPY SOUTH) 2411 O STREET STE 1 OMAHA NE 68107 842173880 501C3 11250 0 DEI STEPHEN CENTER INC 2723 Q ST OMAHA NE 68107 363363994 501C3 130000 0 ARPA AND CIRT ALLOCATIONS TEAMMATES - OMAHA MENTORING PROGRAM 6801 O ST OMAHA NE 68510 470840990 501C3 25000 0 CIRT ALLOCATIONS THE KIM FOUNDATION OF OMAHA 13609 CALIFORNIA ST SUITE 500 OMAHA NE 68154 470837377 501C3 45000 0 ARPA THE SALVATION ARMY-NE 10755 BURT ST OMAHA NE 681142065 362167910 501C3 125300 0 ARPA AND CIRT ALLOCATIONS THE SIMPLE FOUNDATION 1111 N 13TH ST STE 400 OMAHA NE 68131 465272775 501C3 15000 0 CIRT ALLOCATIONS TOGETHER 1616 CASS ST OMAHA NE 681021011 470589290 501C3 138000 0 ARPA AND GOODFELLOWS TOGETHER INC OF METRO OMAHA 1616 CASS ST OMAHA NE 681021011 470589290 501C3 106500 0 CIRT ALLOCATIONS TRI CITY FOOD PANTRY 302 AMERICAN PKWY PAPILLION NE 68046 470741222 501C3 10500 0 CIRT ALLOCATIONS UNIVERSITY OF NEBRASKA AT OMAHA 6001 DODGE ST OMAHA NE 68182 470049123 501C3 25000 0 CAMPAIGN FOR GRADE LEVEL READING-MOEC PARTNERSHIP URBAN LEAGUE OF NEBRASKA INC 3040 LAKE ST OMAHA NE 68111 470384575 501C3 280000 0 CIRT ALLOCATIONS VISITING NURSE ASSOCIATION 12565 W CNTER RD STE100 OMAHA NE 681443810 470384379 501C3 461236 0 ARPA, CIRT ALLOCATIONS, AND GOODFELLOWS WHISPERING ROOTS 12418 S 79TH AVE OMAHA NE 68046 461579222 501C3 100000 0 ARPA WHISPERING ROOTS INC 12418 S 79TH AVE OMAHA NE 68046 461579222 501C3 30000 0 CIRT ALLOCATIONS WOMEN'S CENTER FOR ADVANCEMENT 222 S 29TH ST OMAHA NE 681313543 273205476 501C3 252500 0 ARPA AND CIRT ALLOCATIONS WOMENS FUND OF GREATER OMAHA INC 1111 N 13TH ST SUITE 106 OMAHA NE 68102 470840885 501C3 25000 0 DEI YATES FUND 1125 S 103RD STREET STE 200 OMAHA NE 68124 863766216 501C3 50000 0 PARTNERSHIP AGREEMENT YMCA OF GREATER OMAHA 430 SO 20TH ST OMAHA NE 681022506 470376586 501C3 295850 0 CIRT ALLOCATIONS YOUTH EMERGENCY SERVICES INC 2679 FARNAM ST STE 205 OMAHA NE 681313653 470586898 501C3 46000 0 CIRT ALLOCATIONS YOUTURN 4344 N 34TH AVE OMAHA NE 68111 812894077 501C3 15000 0 CIRT ALLOCATIONS 109 MAACH-ERAP 5125 14365172 GOODFELLOWS 1565 806159 211 BAKERS MEAL VOUCHERS 300 19968 PART I, LINE 2: WE TRACK THE GRANT FUNDS USING A SEPARATE COST CENTER AND REQUIRE REGULAR STATUS REPORTS, BOTH FINANCIAL AND PROGRESS, FROM THE GRANTEES. 1 X X X X 0 0 0 0 0 0 0 0 0 SHAWNA FORSBERG PRESIDENT/CEO 283605 0 46005 0 8736 0 30500 0 1029 0 369875 0 0 0 PAMELA SCHWALB COO 170163 0 29648 0 2616 0 20516 0 13618 0 236561 0 0 0 LAURA TATTEN SVP DONOR ENGAGEMENT 182366 0 22683 0 3034 0 20532 0 1861 0 230476 0 0 0 MATTHEW WALLEN SVP COMMUNITY INVESTMENTS & PROGRAMS 154015 0 21444 0 1138 0 17546 0 997 0 195140 0 0 0 PART I, LINE 1A AS PART OF THE HEALTH AND WELLNESS PROGRAM, THE ORGANIZATION PROVIDES A SINGLE MEMBERSHIP TO THE YMCA FOR ALL EMPLOYEES IF THEY CHOOSE TO PARTICIPATE. X 9 101365 FMV 0 0 0 FORM 990, PART III, LINE 2 STARTING IN 2022, UNITED WAY OF THE MIDLANDS (UWM) IN PARTNERSHIP WITH THE CITY OF OMAHA, ADMINISTERED $5 MILLION OVER TWO YEARS THROUGH THE AMERICAN RESCUE PLAN ACT (ARPA). THESE FISCAL RECOVERY FUNDS WERE DISTRIBUTED TO AREA NONPROFIT PROGRAMS PROVIDING ESSENTIAL NEEDS SERVICES INCLUDING ACCESS TO FOOD AND SHELTER, HOMELESS PREVENTION, ACCESS TO PHYSICAL AND MENTAL HEALTH CARE, HEALTH PROMOTION AND EDUCATION, FINANCIAL LITERACY AND FAMILY SUPPORT. PROGRAMS REPORT QUARTERLY TO ENSURE FISCAL STEWARDSHIP AND ACCOUNTABILITY. FORM 990, PART VI, SECTION A, LINE 2 IT IS POSSIBLE THAT THEY CONDUCT BUSINESS WITH EACH OTHER, BUT NOT IN THE CONTEXT OF THE UNITED WAY. THE ORGANIZATION ASKS THE BOARD TO DISCLOSE ANY CONFLICTS OF INTEREST AT THE END OF EACH MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS DISTRIBUTED TO THE FINANCE COMMITTEE BEFORE FILING. IT IS REVIEWED AND APPROVED BY BOTH THE FINANCE COMMITTEE ADN THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C AT THE END OF EACH BOARD EXECUTIVE OR COMMITTEE MEETING EVERYONE IS ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST. OUR CODE OF ETHICS, WHICH MUST BE SIGNED ANNUALLY BY ALL THE BOARD MEMBERS AND STAFF, REQUIRES ABSTENTION FROM VOTING ON ANY ISSUES THAT WOULD RESULT IN A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS AN EXECUTIVE COMPENSATION COMMITTEE MADE UP OF KEY MEMBERS OF THE EXECUTIVE COMMITTEE. THE UNITED WAY UTILIZES REPORTS FROM INDEPENDENT OUTSIDE SOURCES, INCLUDING UNITED WAY WORLDWIDE AND THE NONPROFIT ASSOCIATION OF THE MIDLANDS, TO PROVIDE COMPARABLE SALARY DATE FOR SENIOR STAFF TO PRESENT AT THE COMMITTEE MEETING DETAILED MINUTES ARE TAKEN AND SIGNED OFF ON BY THE COMMITTEE MEMBERS THAT ATTEND THE MEETING. FORM 990, PART VI, SECTION C, LINE 19 ON OUR WEBSITE, ON OTHER WEBSITES AND UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS.