2026-05-15T12:10:25-05:00 2025-06-30 431365401 THE WHITLOCK COMPANY LLP 3810 E SUNSHINE SUITE 201 SPRINGFIELD MO 65809 990 2024-07-01 440552047 UNITED WAY OF THE OZARKS INC UNIT 4178637700 320 N JEFFERSON SPRINGFIELD MO 65806 BRANDI VANANTWERP PRESIDENT/CEO 4178637700 2026-05-11 1 1 KATHY HILLENBURG P00418238 4178810145 2024 2025-03-06 01:10:19Z UNITED WAY OZARKS REGION BRANDI VANANTWERP 320 N JEFFERSON SPRINGFIELD MO 65806 1976660 0 X WWW.UWOZARKS.ORG X 1930 MO THE PURPOSE OF UNITED WAY OZARKS REGION IS TO UNITE PEOPLE, RESOURCES, AND IDEAS TO ENHANCE LIVES IN THE OZARKS. 20 20 10 100 0 0 1849097 1809823 0 0 119379 109413 39644 57424 2008120 1976660 764599 821499 0 0 568588 555915 0 0 239173 487055 416874 1820242 1794288 187878 182372 3138905 3341234 118592 117024 3020313 3224210 UNITED WAY OZARKS REGION UNITES PEOPLE, RESOURCES AND IDEAS TO ENHANCE LIVES IN THE OZARKS. 0 0 1327565 743400 57424 UNITED WAY OF THE OZARKS DBA UNITED WAY OZARKS REGION SUPPORTS A COMMUNITY SAFETY NET OF SERVICES FOCUSED ON HELPING INDIVIDUALS AND FAMILIES AND IMPACTING THE CYCLE OF POVERTY. THIS SAFETY NET INCLUDES 20 PROGRAMS HOSTED BY OUR 15 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. 78099 78099 UNITED WAY OZARKS REGION 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 1,400 VOLUNTEERS FROM OVER 80 COMPANIES TO COMPLETE 130 PROJECTS FOR 54 NON-PROFIT AGENCIES FOR A TOTAL VALUE OF $220,577 IN VOLUNTEER MANHOURS. GIVE 5 IS A "CIVIC MATCHMAKING" PROGRAM FOR AREA SENIORS/RETIREES THAT IS ENTIRELY FUNDED BY GRANTS AND SPONSORSHIPS. 1405664 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 10 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 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 BOARD MEMBER 2.00 X 0 0 0 BRIAN BRAWLEY BOARD MEMBER 2.00 X 0 0 0 BRIAN MCDONOUGH BOARD MEMBER 2.00 X 0 0 0 DAVID AGEE PAST CHAIR 2.00 X X 0 0 0 JANET DANKERT BOARD MEMBER 2.00 X 0 0 0 JASON ENGLAND TREASURER 2.00 X X 0 0 0 KATIE TOWNS BOARD MEMBER 2.00 X 0 0 0 RACHEL MUNDAY CHAIR 2.00 X X 0 0 0 RYAN SIVILL VICE CHAIR/CHAIR-ELECT 2.00 X X 0 0 0 SHAWN CALHOUN SECRETARY 2.00 X X 0 0 0 STEPHANIE RUTLEDGE BOARD MEMBER 2.00 X 0 0 0 MATT AUG BOARD MEMBER 2.00 X 0 0 0 STEPHANIE MATTHEWS BOARD MEMBER 2.00 X 0 0 0 TYLER HESSER BOARD MEMBER 2.00 X 0 0 0 DEE KING BOARD MEMBER 2.00 X 0 0 0 JEFF FREDERICK BOARD MEMBER 2.00 X 0 0 0 TIFFANI CLAUSSEN BOARD MEMBER 2.00 X 0 0 0 LAURA GATES BOARD MEMBER 2.00 X 0 0 0 CHRIS JARRATT BOARD MEMBER 2.00 X 0 0 0 JUSTIN MCCARTY BOARD MEMBER 2.00 X 0 0 0 JAY TITUS BOARD MEMBER 2.00 X 0 0 0 KELLY TURNER BOARD MEMBER 2.00 X 0 0 0 BRANDI VANANTWERP PRESIDENT 40.00 X 126875 0 18097 RACHEL WALSH VICE PRESIDENT OF RESOURCE 40.00 X 78941 0 12774 205816 0 30871 1 0 0 0 0 1809823 10532 1809823 109413 109413 MISCELLANEOUS INCOME 561000 43046 43046 SERVICE FEE INCOME 561000 14378 14378 57424 1976660 57424 0 109413 821499 821499 248416 149050 27325 72041 199984 114369 26153 59462 34841 22714 3311 8816 39506 26498 3383 9625 33168 19456 4097 9615 77932 57091 5280 15561 1108 753 90 265 44599 27761 2098 14740 23486 15964 1908 5614 23724 19764 -2729 6689 1389 297 34 1058 22948 14820 1243 6885 5338 5338 17311 11772 1402 4137 34289 34289 6206 4217 512 1477 CONTRACTED SERVICES 54347 41355 3289 9703 MISCELLANEOUS 44594 5225 33541 5828 PUBLIC EDUCATION 28475 28475 DUES AND SUBSCRIPTIONS 18647 10544 2294 5809 12481 8702 1931 1848 1794288 1405664 149451 239173 1413134 1577512 920909 966154 606641 612064 3787 5095 20543 13691 489420 352347 139021 137073 4230 30640 29645 3138905 3341234 118592 117024 118592 117024 X 2799893 3024670 220420 199540 3020313 3224210 3138905 3341234 182372 21525 0 X X 0 1 X 1 0 X 2775656 2203455 1983881 1849097 1809823 10621912 2775656 2203455 1983881 1849097 1809823 10621912 10621912 4841 8009 54421 119379 109413 296063 3008125 1822731 28056 39644 57424 4955980 15873955 0.66910 0.60200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 360960 253150 107810 103117 73854 29263 25343 25343 0 137073 1998185 21525 21525 1976660 0 1976660 1794288 0 1794288 0 1794288 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) 83852 0 INCOME HEALTH & SAFETY-BASIC NEEDS BIG BROTHERS BIG SISTERS OF THE OZARKS INC 3372 W BATTLEFIELD SPRINGFIELD MO 65810 430971303 501(C)(3) 19500 0 EDUCATION-LITERACY AND MENTORING BOYS & GIRLS CLUBS OF SPRINGFIELD INC 1410 N FREMONT SPRINGFIELD MO 65802 440513659 501(C)(3) 120000 0 SUCCESSFUL YOUTH-YOUTH SERVICES COMMUNITY PARTNERSHIP 330 N JEFFERSON SPRINGFIELD MO 65806 431830026 501(C)(3) 82776 0 INCOME, HEALTH & SAFETY COUNCIL OF CHURCHES 627 GLENSTONE SPRINGFIELD MO 65802 430903657 501(C)(3) 35000 0 EDUCATION-LITERACY AND MENTORING COURT APPOINTED SPECIAL ADVOCATES OF SOUTHWEST MISSOURI 1111 S GLENSTONE SPRINGFIELD MO 65804 431524185 501(C)(3) 100000 0 EDUCATION-CHILDREN AT RISK DEVELOPMENTAL CENTER OF THE OZARKS 1545 E PYTHIAN SPRINGFIELD MO 65802 440614402 501(C)(3) 23883 0 SUCCESSFUL YOUTH-REMOVING BARRIERS GOOD DADS 205 WALNUT STREET SUITE 10 SPRINGFIELD MO 65806 474457647 501(C)(3) 25000 0 GENERAL EXPENSES HARMONY HOUSE 519 E CHERRY SPRINGFIELD MO 65806 431082063 501(C)(3) 95189 0 INCOME, HEALTH & SAFETY-EMERGENCY SERVICES KVC 1212 WEST LOMBARD SPRINGFIELD MO 65806 440565392 501(C)(3) 35000 0 INCOME, HEALTH & SAFETY OZARKS LITERACY COUNCIL 397 E CENTRAL SPRINGFIELD MO 65802 431162068 501(C)(3) 17500 0 EDUCATION-LITERACY AND MENTORING THE VICTIM CENTER INC 819 BOONVILLE SPRINGFIELD MO 65802 431149629 501(C)(3) 44000 0 INCOME, HEALTH & SAFETY-EMERGENCY SERVICES CHILD ADVOCACY CENTER 1033 E WALNUT ST SPRINGFIELD MO 65806 431729078 501(C)(3) 77115 0 PROTECTING OUR YOUTH PROGRAM & FORENSIC SERVICES I POUR LIFE 1006 N CEDARBROOK AVE SPRINGFIELD MO 65802 273482070 501(C)(3) 47042 0 LIFESTRENGTHS PROGRAM OZARKS FOOD HARVEST 2810 N CEDARBOOK AVE SPRINGFIELD MO 65803 431426384 501(C)(3) 15642 0 THE WEEKEND BACKPACK PROGRAM 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. 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 FINANCE 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 XII, LINE 2C NO CHANGES FROM PRIOR YEAR.