2024-07-25T10:44:18-04:00 2023-12-31 431260512 GERDING KORTE & CHITWOOD PC CPA'S 20 SOUTH FIFTH STREET COLUMBIA MO 65201 990 2023-01-01 430735827 HEART OF MISSOURI UNITED WAY INC HEAR 5734434523 105 EAST ASH STREET COLUMBIA MO 65201 ANDREW GRABAU EXECUTIVE DIRECTOR 5734434523 2024-07-19 true ANDREW GRABAU XXX-XX-XXXX false AMY L WATSON P01362636 5734491599 2024-07-19 2023 2023-04-26 12:10:37Z ANDREW GRABAU 105 EAST ASH COLUMBIA MO 65203 2851880 false X WWW.UWHEARTMO.ORG X 1973 MO THE HEART OF MISSOURI UNITED WAY FIGHTS TO IMPROVE LIVES IN OUR COMMUNITY. THE HEART OF MISSOURI UNITED WAY BRINGS PEOPLE TOGETHER FROM ACROSS THE COMMUNITY - PEOPLE VOLUNTEERING, GOVERNMENT, LABOR, BUSINESS, FAITH GROUPS, NONPROFITS, AND CITIZENS - TO TACKLE THE ISSUES THAT MATTER MOST. THE HEART OF MISSOURI UNITED WAY FOCUSES ON THE UNDERLYING CAUSES, IMPROVING LIVES AND BUILDING STRONGER COMMUNITIES. 24 24 14 739 0 2936364 2820633 0 23608 26365 6618 4882 2966590 2851880 2104609 1857883 0 718965 751182 0 310094 557443 177340 3381017 2786405 -414427 65475 3841458 3723125 38149 1895181 3803309 1827944 X THE HEART OF MISSOURI UNITED WAY FIGHTS TO IMPROVE LIVES IN OUR COMMUNITY. THE HEART OF MISSOURI UNITED WAY BRINGS PEOPLE TOGETHER FROM ACROSS THE COMMUNITY - PEOPLE VOLUNTEERING, GOVERNMENT, LABOR, BUSINESS, FAITH GROUPS, NONPROFITS, AND CITIZENS - TO TACKLE THE ISSUES THAT MATTER MOST. THE HEART OF MISSOURI UNITED WAY FOCUSES ON THE UNDERLYING CAUSES, IMPROVING LIVES AND BUILDING STRONGER COMMUNITIES. false false 2153706 1857883 FUNDS ARE ALLOCATED TO PROGRAMS OF PARTNER AGENCIES THROUGH THE COMMUNITY IMPACT MODEL, A UNITED WAY INITIATIVE, AND A GRANT FUNDED PROJECT CALLED PROJECT BEST (BUILDING EFFECTIVENESS STRATEGICALLY TOGETHER). HEART OF MISSOURI UNITED WAY'S COMMUNITY IMPACT MODEL INCLUDES: COMMUNITY NEEDS ASSESSMENTS AND RESEARCH; NONPROFIT CAPACITY BUILDING, TRAINING AND TECHNICAL ASSISTANCE; COMMUNITY WIDE POVERTY EDUCATION AND INFORMATION; AND DIRECT SERVICE TO PEOPLE IN NEED THROUGH NONTRADITIONAL PARTNERSHIPS. PROJECT BEST IS A UNITED WAY PROGRAM THAT IS GRANT FUNDED. THE PROGRAM IS DESIGNED TO BUILD ORGANIZATIONAL CAPACITY WITHIN 30 NONPROFIT AGENCIES INCLUDING UNITED WAY, AND ENHANCE THE DELIVERY OF PROGRAM SERVICES AND PROGRAM OUTCOME REPORTING UNDER THE COMMUNITY IMPACT MODEL. 2153706 true true false false false false false false false true true true false false true false true false false false false false false false false false false true false false false false false false false false false false true false false false false false false false false true 3 0 14 true false false false false false false false false false false false false false false X 24 24 true false false false false false false true false false false true true true true true true true false false X X AMY HARVEY CFO 5734434523 105 EAST ASH ST COLUMBIA MO 65201 ANDREW GRABAU EXECUTIVE DI 40.00 X 126763 0 18383 AMY HARVEY CFO 40.00 X 66314 0 12325 STEPHANIE BROWN MEMBER 0.50 X 0 0 0 ADAM BURGER MEMBER 0.50 X 0 0 0 STACEY BUTTON EX OFFICIO 0.50 X 0 0 0 NIKKI CARTER MEMBER 0.50 X 0 0 0 MITZI CLAYTON EXEC COMM ME 1.00 X 0 0 0 DAVID CLITHERO CHAIR 1.00 X X 0 0 0 BROCK COOPER SECRETARY 1.00 X X 0 0 0 DEBORAH DANIELS MEMBER 0.50 X 0 0 0 AIMEE DAVENPORT MEMBER 0.50 X 0 0 0 SHAASHAWN DIAL MEMBER 0.50 X 0 0 0 LAURA GERDING EXEC COMM ME 0.50 X 0 0 0 MARK GINGRICH TREASURER 1.00 X X 0 0 0 JENNIFER GORDON MEMBER 0.50 X 0 0 0 GREG GRUPE MEMBER 0.50 X 0 0 0 STEVE HOLLIS EX OFFICIO 0.50 X 0 0 0 SHARON HORBYK MEMBER 0.50 X 0 0 0 DR NOREEN HOUCK MEMBER 0.50 X 0 0 0 MIKE IRELAND MEMBER 0.50 X 0 0 0 JEFF LASHLEY EX OFFICIO 0.50 X 0 0 0 MATT MCCORMICK EX OFFICIO 0.50 X 0 0 0 CATHERINE MEAGHER MEMBER 0.50 X 0 0 0 HSIEH MING MEMBER 0.50 X 0 0 0 MISSY MONTGOMERY MEMBER 0.50 X 0 0 0 DE'VION MOORE MEMBER 0.50 X 0 0 0 JOANNE NELSON EX OFFICIO 0.50 X 0 0 0 DR ERYCA NEVILLE EXEC COMM/FR 1.00 X 0 0 0 CLAIRE OWEN MEMBER 0.50 X 0 0 0 MACIE PETERMAN MEMBER 0.50 X 0 0 0 BILLY POLANSKY EX OFFICIO 0.50 X 0 0 0 MARY ROPP MEMBER 0.50 X 0 0 0 CHRIS ROSSKOPF MEMBER 0.50 X 0 0 0 BOB SCHAAL MEMBER 0.50 X 0 0 0 MONICA SMITH VICE CHAIR 1.00 X X 0 0 0 DAVID VANDYKE MEMBER 0.50 X 0 0 0 BILL WATKINS MEMBER 0.50 X 0 0 0 JEN WHEELER MEMBER 0.50 X 0 0 0 193077 30708 1 false false false 2820633 31616 2820633 25107 25107 1258 1258 1258 1258 OTHER INCOME 4882 4882 4882 2851880 31247 1857883 1857883 223785 40772 137960 45053 380779 168162 71665 140952 13414 6703 1997 4714 94561 39140 25672 29749 38643 14213 13237 11193 21051 8987 6991 5073 5903 421 327 5155 30317 3884 3021 23412 20607 8797 6844 4966 33539 14319 11138 8082 75333 32162 25018 18153 6120 2613 2032 1475 366 156 122 88 32148 13725 10676 7747 14103 6021 4684 3398 3598 1536 1195 867 OUTREACH & ENGAGEMENT 60110 60110 COMMUNITY INVESTMENT 19107 19107 MISCELLANEOUS 75 32 26 17 LESS: AGENCY PMT PASSTHRU -145037 -145037 2786405 2153706 322605 310094 375948 1439914 282297 2090746 2189578 75 1200 4247 276398 234865 55635 41533 253888 794425 35097 3841458 3723125 24412 17919 1838247 13737 3140 35875 38149 1895181 X 2489516 952988 1313793 874956 3803309 1827944 3841458 3723125 X 65475 15308 -1826 -2947 -2051375 X false true X true false X 2919606 3197235 3613379 2936364 2820633 15487217 2919606 3197235 3613379 2936364 2820633 15487217 132439 15354778 24780 24797 19055 13247 25107 106986 4882 4882 15599085 0.98430 0.99340 X PART II, LINE 10 MISCELLANEOUS OTHER INCOME 4,882 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 297993 23859 2947 318905 349648 -48795 2860 297993 331763 20892 3007 349648 301679 32691 2607 331763 273017 31230 2568 301679 0.49200 0.17100 0.33700 true false 101013 63392 37621 166885 162973 3912 8500 8500 41533 CERTIFICATES OF DEPOSIT 520979 F POOLED INVESTMENT FUNDS 273446 F 794425 LEASE OBLIGATION 21523 FUNDS HELD FOR OTHERS 14352 35875 2899546 15308 35305 50613 2848933 2947 2947 2851880 2823536 37131 37131 2786405 2786405 SCHEDULE D, PAGE 2, PART V, LINE 4 THE PERMANENT ENDOWMENT FUND INCOME IS DESIGNATED TO SUPPORT AND SUSTAIN THE MISSION OF THE HEART OF MISSOURI UNITED WAY, BUT SHALL NOT BE USED FOR ADMINISTRATIVE COSTS OR CAPITAL EXPENDITURES. THE QUASI-ENDOWMENT FUND INCOME IS DESIGNATED FOR ANY OR ALL OF THE FOLLOWING: 1) STABILIZE AGAINST CAMPAIGN FLUCTUATIONS OR DOWNTURNS IN THE ECONOMY; 2) FUND SPECIAL PROJECTS, INITIATIVES, OR COMMUNITY EMERGENCIES; 3) INCREASE ANNUAL FUNDING OF AGENCY SERVICES BEYOND ANNUAL CAMPAIGN; 4) DEFRAY ADMINISTRATIVE COSTS; AND 5) FUND CAPITAL EXPENDITURES. true BIG BROTHERS BIG SISTERS-CENTRAL MO 4250 E BROADWAY 1067 COLUMBIA MO 65201 431599644 501C3 41517 MENTORING PROGRAM BOYS & GIRLS CLUB-COLUMBIA 1200 N 7TH ST COLUMBIA MO 65201 431762116 501C3 85768 GREAT FUTURES PROG. CENTRAL MO COMMUNITY ACTION 807-B N PROVIDENCE RD COLUMBIA MO 65203 430835026 501C3 94514 EDUCATE/FIN OPP CTR CITY OF REFUGE 10 N GARTH AVE COLUMBIA MO 65203 273994145 501C3 92459 REFUGEE STABILITY COLUMBIA CENTER FOR URBAN AGRICUL 1769 W ASH ST COLUMBIA MO 65203 264486257 501C3 86919 GARDEN/EDUC/HLTH SVC CHA LOW INCOME SERVICES INC 201 SWITZLER ST COLUMBIA MO 65203 770601167 501C3 56797 MOVING AHEAD PROGRAM COMPASS HEALTH INC 1800 COMMUNITY DRIVE CLINTON MO 64735 431032835 501C3 25000 DENTAL SERVICES FIRST CHANCE FOR CHILDREN 1010 FAY ST COLUMBIA MO 65201 113662636 501C3 79336 LIBRARIES/CRIBS PROG FUN CITY YOUTH ACADEMY 301 TIGER LANE SUITE 101 COLUMBIA MO 65203 431009564 501C3 20000 YOUTH MENTAL HLTH GRADE A PLUS INC 310 TIGER LANE SUITE 201-A COLUMBIA MO 65203 431888469 501C3 80417 ACADEMIC SUPPORT GREAT CIRCLE 409 VANDIVER BLDG 7 COLUMBIA MO 65202 430681471 501C3 13150 PEER GROUP SUPPORT HARRISBURG EARLY LEARNING CENTER 450 WEST SEXTON ST HARRISBURG MO 65256 431203415 501C3 120000 EARLY CHILDHOOD PROG HEART OF MISSOURI CASA 105 EAST ASH ST COLUMBIA MO 65203 202408567 501C3 39959 CASA CHILD ADVOCACY JABBERWOCKY STUDIOS 1308 GRAND ST COLUMBIA MO 65203 472402289 501C3 31522 YOUTH STEAM, ART EXP LOVE COLUMBIA 1209 EAST WALNUT ST COLUMBIA MO 65201 208801850 501C3 193681 CASE MGMT, COACHING LUTHERAN FAMILY & CHILDRENS SVCS 307 LOCUST ST COLUMBIA MO 65201 430652650 501C3 19297 MENTAL HLTH SVCS MLJ COMMUNITY LEARNING CENTER 1509 HINKSON AVE COLUMBIA MO 65201 430662462 501C3 109560 EARLY CHILDHOOD EDUC MID-MISSOURI LEGAL SERVICES 117 N GARTH AVE COLUMBIA MO 65203 431122012 501C3 100000 HOUSING LAW PROJECT ROCK THE COMMUNITY 301 TIGER LANE COLUMBIA MO 65203 814929862 501C3 27948 ROCK THE WORKFORCE SERVICES FOR INDEPENDENT LIVING 1401 HATHMAN PLACE COLUMBIA MO 65201 431238407 501C3 59929 FINANCE/HLTH PROGS TRUE NORTH OF COLUMBIA 1316 PARKADE BLVD COLUMBIA MO 65203 431483863 501C3 39987 VICTIM SERVICES WILKES BLVD UMC 702 WILKES BLVD COLUMBIA MO 65201 430669093 501C3 116125 TURNING POINT PROG UNITED CEREBRAL PALSY HEARTLAND 25 S 4TH ST COLUMBIA MO 65201 440579903 501C3 20000 AUTISM SERVICES UNITED COMMUNITY BUILDERS 1801 TOWNE DR COLUMBIA MO 65202 270829684 501C3 158270 EDUCATION & TRAINING VOLUNTARY ACTION CENTER 403A VANDIVER DR COLUMBIA MO 65202 237120750 501C3 135000 BASIC NEEDS PROGRAM SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZATION REQUIRES REGULAR REPORTS FROM PARTNER AGENCIES SPECIFYING HOW THE FUNDS ARE BEING USED AND HOW PROJECTED OUTCOMES ARE BEING MET. X 1 13974 X SUPPLIES 1 17642 false false false FORM 990 - ORGANIZATION'S MISSION THE HEART OF MISSOURI UNITED WAY FIGHTS TO IMPROVE LIVES IN OUR COMMUNITY. THE HEART OF MISSOURI UNITED WAY BRINGS PEOPLE TOGETHER FROM ACROSS THE COMMUNITY - PEOPLE VOLUNTEERING, GOVERNMENT, LABOR, BUSINESS, FAITH GROUPS, NONPROFITS, AND CITIZENS - TO TACKLE THE ISSUES THAT MATTER MOST. THE HEART OF MISSOURI UNITED WAY FOCUSES ON THE UNDERLYING CAUSES, IMPROVING LIVES AND BUILDING STRONGER COMMUNITIES. FORM 990, PART VI SEVERAL BOARD MEMBERS WORK FOR ORGANIZATIONS THAT DO BUSINESS WITH HEART OF MISSOURI UNITED WAY. BOARD MEMBERS REVIEW THE CONFLICT OF INTEREST POLICIES ANNUALLY, AND REQUIRES BUSINESS TO BE CONDUCTED AT ARMS LENGTH AND AT FAIR VALUE. FORM 990, PAGE 6, PART VI, LINE 2 SEE SCH O PART VI - ADD'L INFO FORM 990, PAGE 6, PART VI, LINE 8B TEH ORGANIZATION DOES NOT RETAIN RECORDS OF COMMITTEE MEETINGS FORM 990, PAGE 6, PART VI, LINE 11B THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWED THE FEDERAL FORM 990 PRIOR TO THE BOARD OF DIRECTORS REVIEWING AND APPROVING THE FEDERAL FORM 990. FORM 990, PAGE 6, PART VI, LINE 12C BOARD OF DIRECTORS, STAFF, ADVISORY COUNCIL MEMBERS, AND REVIEW TEAM VOLUNTEERS ARE ASKED ANNUALLY TO DISCLOSE IN WRITING ANY CONFLICTS OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF DIRECTORS HIRES AND SETS COMPENSATION OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE EVALUATES PERFORMANCE AND ADJUSTS COMPENSATION OF THE EXECUTIVE DIRECTOR. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART XI THE REPORTED NET ASSETS AS OF THE BEGINNING OF THE YEAR HAVE BEEN RESTATED TO REFLECT CERTAIN PRIOR PERIOD ADJUSTMENTS RECORDED TO CORRECTLY REPORT THE ORGANIZATION'S ASSETS, LIABILITIES, AND NET ASSETS AT THE BEGINNING OF THE YEAR. ADDITIONALLY, THE CLASSIFICATION OF NET ASSETS BETWEEN THOSE WITH DONOR RESTRICTIONS AND THOSE WITHOUT DONOR RESTRICTIONS WERE UPDATED TO REFLECT THE UNDERLYING RESTRICTIONS. THESE CORRECTIONS RESULTED IN THE FOLLOWING RESTATEMENT OF NET ASSETS WITHOUT DONOR RESTRICTIONS AS OF DECEMBER 31, 2022: - RECLASSIFICATIONS BASED ON RESTRICTIONS 322,084 - CORRECTION TO ERC REVENUE RECOGNIZED 31,498 - CORRECT LEASE ASSETS 76,648 - CORRECT LEASE OBLIGATIONS (70,948) - CORRECT AGENCY ALLOCATIONS PAYABLE (2,088,573) TOTAL RESTATEMENT OF NET ASSETS WITHOUT DONOR RESTRICTIONS (1,729,291) THESE CORRECTIONS RESULTED IN THE FOLLOWING RESTATEMENT OF NET ASSETS WITH DONOR RESTRICTIONS AS OF DECEMBER 31, 2022: - RECLASSIFICATIONS BASED ON RESTRICTIONS (322,084) TOTAL RESTATEMENT OF NET ASSETS WITH DONOR RESTRICTIONS (322,084) FORM 990, PART XI, LINE 9 SEE SCHEDULE O DETAIL FOR PRIOR PERIOD ADJUSTMENT -2,051,375