2025-05-15T11:04:16-05:00 2024-06-30 431365401 THE WHITLOCK COMPANY LLP 3271 E BATTLEFIELD SUITE 300 SPRINGFIELD MO 65804 990 2023-07-01 440552047 UNITED WAY OF THE OZARKS INC UNIT 4178637700 320 N JEFFERSON SPRINGFIELD MO 65806 BRANDI VANANTWERP PRESIDENT/CEO 4178637700 2025-05-15 1 1 KATHY HILLENBURG P00418238 4178810145 2023 2025-03-06 01:10:19Z BRANDI VANANTWERP 320 N JEFFERSON SPRINGFIELD MO 65806 2008120 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 11 1823 0 0 1929857 1849097 0 0 54421 119379 28056 39644 2012334 2008120 940405 764599 0 0 651048 568588 0 0 237899 419227 487055 2010680 1820242 1654 187878 2902108 3138905 69674 118592 2832434 3020313 UNITED WAY OF THE OZARKS UNITES PEOPLE, RESOURCES AND IDEAS TO ENHANCE LIVES IN THE OZARKS. 0 0 1270159 620595 39644 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. 144004 144004 UNITED WAY OF THE OZARKS SUPPORTED MANY 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 1,800 VOLUNTEERS FROM OVER 80 COMPANIES TO COMPLETE 121 PROJECTS FOR 42 NON-PROFIT AGENCIES. GIVE 5 IS A "CIVIC MATCHMAKING" PROGRAM FOR AREA SENIORS/RETIREES THAT IS ENTIRELY FUNDED BY GRANTS AND SPONSORSHIPS. 1414163 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 13 0 11 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 BRANDI VANANTWERP 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 DIRECTOR 2.00 X 0 0 0 DAN MONTY MONTGOMERY DIRECTOR 2.00 X 0 0 0 DAVID AGEE CHAIR 2.00 X X 0 0 0 JANET DANKERT DIRECTOR 2.00 X 0 0 0 JASON ENGLAND TREASURER 2.00 X X 0 0 0 JOAN BARRETT PAST CHAIR 2.00 X X 0 0 0 JOSH GARETSON DIRECTOR 2.00 X 0 0 0 KARL QUINN AT LARGE/EXECUTIVE COMMITT 2.00 X 0 0 0 KATIE TOWNS DIRECTOR 2.00 X 0 0 0 RACHEL ANDERSON VICE CHAIR/CHAIR-ELECT 2.00 X 0 0 0 RYAN SIVILL AT LARGE/EXECUTIVE COMMITT 2.00 X X 0 0 0 SHAWN CALHOUN SECRETARY 2.00 X X 0 0 0 STEPHANIE RUTLEDGE DIRECTOR 2.00 X 0 0 0 STEPHEN HALL AT LARGE/EXECUTIVE COMMITT 2.00 X X 0 0 0 STEVE DOOLEY DIRECTOR 2.00 X 0 0 0 MATT AUG DIRECTOR 2.00 X 0 0 0 STEPHANIE MATTHEWS DIRECTOR 2.00 X 0 0 0 TYLER HESSER DIRECTOR 2.00 X 0 0 0 DEE KING DIRECTOR 2.00 X 0 0 0 JEFF FREDERICK DIRECTOR 2.00 X 0 0 0 GREG BURRIS PRESIDENT/CEO 40.00 X 142500 0 20479 RACHEL WALSH VICE PRESIDENT OF RESOURCE DEVELOPMENT 40.00 X 72461 0 13401 214961 0 33880 1 0 1 0 0 112793 1736304 3250 1849097 119379 119379 MISCELLANEOUS INCOME 561000 35124 35124 SERVICE FEE INCOME 561000 4520 4520 39644 2008120 39644 0 119379 764599 764599 250410 195320 22537 32553 206783 68369 36617 101797 42074 24266 5444 12364 33577 19366 4344 9867 35744 20615 4625 10504 40105 22449 12559 5097 9175 4046 4420 709 102776 83146 4038 15592 24380 10751 11742 1887 26562 18249 2143 6170 5643 3361 712 1570 21419 17207 1004 3208 21330 14504 1728 5098 27784 27784 6738 4582 546 1610 CONTRACTED SERVICES 85137 53508 18363 13266 MISCELLANEOUS 64391 52322 5758 6311 EDUCATIONAL PROGRAMMING 20002 15623 1390 2989 PUBLIC EDUCATION 17309 15045 100 2164 14304 6835 2326 5143 1820242 1414163 168180 237899 1124418 1413134 868347 920909 704364 606641 1760 3787 1216 20543 484243 345222 166805 139021 3945 4230 31253 30640 2902108 3138905 69674 118592 69674 118592 X 2582815 2799893 249619 220420 2832434 3020313 2902108 3138905 X 187878 1 X X 0 1 X 1 0 X 2707164 2775656 2203455 1983881 1849097 11519253 2707164 2775656 2203455 1983881 1849097 11519253 11519253 33364 4841 8009 54421 119379 220014 2498539 3008125 1822731 28056 39644 7397095 19136362 0.60200 0.53500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 443812 13382 454621 2573 1 359806 227063 132743 102312 96034 6278 22125 22125 0 139021 2008120 0 2008120 0 2008120 1820242 0 1820242 0 1820242 PART V, LINE 4: PROVIDE GRANTS TO OTHER NOT-FOR-PROFIT ORGANIZATIONS TO MEET COMMUNITY NEEDS. 1 BETTY AND BOBBY ALLISON-OZARKS CONSELING CENTER 614 SOUTH AVE SPRINGFIELD MO 65806 440595115 501(C)(3) 94945 0 INCOME HEALTH & SAFETY-BASIC NEEDS BIG BROTHERS BIG SISTERS OF THE OZARKS INC 3372 W BATTLEFIELD SPRINGFIELD MO 65810 430971303 501(C)(3) 48186 0 EDUCATION-LITERACY AND MENTORING BOYS & GIRLS CLUBS OF SPRINGFIELD INC 1410 N FREMONT SPRINGFIELD MO 65802 440513659 501(C)(3) 127380 0 SUCCESSFUL YOUTH-YOUTH SERVICES BREAST CANCER FOUNDATION 620 REPUBLIC RD STE 107 SPRINGFIELD MO 65807 431881450 501(C)(3) 24677 0 SUCCESSFUL YOUTH-REMOVING BARRIERS COMMUNITY PARTNERSHIP 330 N JEFFERSON SPRINGFIELD MO 65806 431830026 501(C)(3) 81571 0 INCOME, HEALTH & SAFETY COUNCIL OF CHURCHES 627 GLENSTONE SPRINGFIELD MO 65802 430903657 501(C)(3) 62298 0 EDUCATION-LITERACY AND MENTORING COURT APPOINTED SPECIAL ADVOCATES OF SOUTHWEST MISSOURI 1111 S GLENSTONE SPRINGFIELD MO 65804 431524185 501(C)(3) 48106 0 EDUCATION-CHILDREN AT RISK DEVELOPMENTAL CENTER OF THE OZARKS 1545 E PYTHIAN SPRINGFIELD MO 65802 440614402 501(C)(3) 47395 0 SUCCESSFUL YOUTH-REMOVING BARRIERS GOOD DADS 205 WALNUT STREET SUITE 10 SPRINGFIELD MO 65806 474457647 501(C)(3) 34572 0 GENERAL EXPENSES HABITAT FOR HUMANITY 2410 S SCENIC AVENUE SPRINGFIELD MO 65807 431470360 501(C)(3) 27583 0 INCOME, HEALTH & SAFETY-BASIC NEEDS HARMONY HOUSE 519 E CHERRY SPRINGFIELD MO 65806 431082063 501(C)(3) 40500 0 INCOME, HEALTH & SAFETY-EMERGENCY SERVICES KVC 1212 WEST LOMBARD SPRINGFIELD MO 65806 440565392 501(C)(3) 48631 0 INCOME, HEALTH & SAFETY OZARKS LITERACY COUNCIL 397 E CENTRAL SPRINGFIELD MO 65802 431162068 501(C)(3) 16496 0 EDUCATION-LITERACY AND MENTORING THE VICTIM CENTER INC 819 BOONVILLE SPRINGFIELD MO 65802 431149629 501(C)(3) 54907 0 INCOME, HEALTH & SAFETY-EMERGENCY SERVICES 20 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 142500 0 0 0 0 0 14251 0 6228 0 162979 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: ROUNDING 1. FORM 990. PART XII, LINE 2C NO CHANGES TO PRIOR YEAR.