Totals
- Total revenue
- $2,008,120
- Total expenses
- $1,820,242
- Contributions and grants received
- $1,849,097
- Grants paid
- $764,599
- Program service revenue
- $0
- Investment income
- $119,379
- Other revenue
- $39,644
- Total assets, end of year
- $3,138,905
- Total liabilities, end of year
- $118,592
- Net assets or fund balances, end of year
- $3,020,313
- Program services expenses (Part IX)
- $1,414,163
- Management and general expenses
- $168,180
- Fundraising expenses
- $237,899
- Program service expenses (Part III)
- $1,414,163
Program services were 77.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$112,793
-
1f · All other contributions, gifts and grants
$1,736,304
-
1g · Noncash contributions included above
$3,250
-
3 · Investment income
total $119,379 · excluded $119,379
-
11a · Other revenue: MISCELLANEOUS INCOME
total $35,124 · related or exempt $35,124
-
11b · Other revenue: SERVICE FEE INCOME
total $4,520 · related or exempt $4,520
-
11e · Other revenue, total
$39,644
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $764,599 · program services $764,599
-
5 · Compensation of officers, directors and key employees
total $250,410 · program services $195,320 · management and general $22,537 · fundraising $32,553
-
7 · Other salaries and wages
total $206,783 · program services $68,369 · management and general $36,617 · fundraising $101,797
-
8 · Pension plan contributions
total $42,074 · program services $24,266 · management and general $5,444 · fundraising $12,364
-
9 · Other employee benefits
total $33,577 · program services $19,366 · management and general $4,344 · fundraising $9,867
-
10 · Payroll taxes
total $35,744 · program services $20,615 · management and general $4,625 · fundraising $10,504
-
11c · Fees: accounting
total $40,105 · program services $22,449 · management and general $12,559 · fundraising $5,097
-
11g · Fees: other
total $9,175 · program services $4,046 · management and general $4,420 · fundraising $709
-
13 · Office expenses
total $102,776 · program services $83,146 · management and general $4,038 · fundraising $15,592
-
14 · Information technology
total $24,380 · program services $10,751 · management and general $11,742 · fundraising $1,887
-
16 · Occupancy
total $26,562 · program services $18,249 · management and general $2,143 · fundraising $6,170
-
17 · Travel
total $5,643 · program services $3,361 · management and general $712 · fundraising $1,570
-
19 · Conferences, conventions and meetings
total $21,419 · program services $17,207 · management and general $1,004 · fundraising $3,208
-
21 · Payments to affiliates
total $21,330 · program services $14,504 · management and general $1,728 · fundraising $5,098
-
22 · Depreciation, depletion and amortization
total $27,784 · management and general $27,784
-
23 · Insurance
total $6,738 · program services $4,582 · management and general $546 · fundraising $1,610
-
24a · Other expenses: CONTRACTED SERVICES
total $85,137 · program services $53,508 · management and general $18,363 · fundraising $13,266
-
24b · Other expenses: MISCELLANEOUS
total $64,391 · program services $52,322 · management and general $5,758 · fundraising $6,311
-
24c · Other expenses: EDUCATIONAL PROGRAMMING
total $20,002 · program services $15,623 · management and general $1,390 · fundraising $2,989
-
24d · Other expenses: PUBLIC EDUCATION
total $17,309 · program services $15,045 · management and general $100 · fundraising $2,164
-
24e · All other expenses
total $14,304 · program services $6,835 · management and general $2,326 · fundraising $5,143
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,124,418 · end of year $1,413,134
-
2 · Savings and temporary cash investments
beginning of year $868,347 · end of year $920,909
-
3 · Pledges and grants receivable
beginning of year $704,364 · end of year $606,641
-
4 · Accounts receivable
beginning of year $1,760 · end of year $3,787
-
9 · Prepaid expenses and deferred charges
beginning of year $1,216 · end of year $20,543
-
10a · Land, buildings and equipment: cost or other basis
$484,243
-
10b · Land, buildings and equipment: accumulated depreciation
$345,222
-
10c · Land, buildings and equipment, net
beginning of year $166,805 · end of year $139,021
-
12 · Investments: other securities
beginning of year $3,945 · end of year $4,230
-
15 · Other assets
beginning of year $31,253 · end of year $30,640
-
17 · Accounts payable and accrued expenses
beginning of year $69,674 · end of year $118,592
-
27 · Net assets without donor restrictions
beginning of year $2,582,815 · end of year $2,799,893
-
28 · Net assets with donor restrictions
beginning of year $249,619 · end of year $220,420
Mission and programs · 2023
Mission
UNITED WAY OF THE OZARKS UNITES PEOPLE, RESOURCES AND IDEAS TO ENHANCE LIVES IN THE OZARKS.
Activities or mission (Part I)
THE PURPOSE OF UNITED WAY OF THE OZARKS IS TO UNITE PEOPLE, RESOURCES, AND IDEAS TO ENHANCE LIVES IN THE OZARKS.
-
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.
Expenses $1,270,159 · Grants $620,595 · Revenue $39,644
-
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.
Expenses $144,004 · Grants $144,004
As filed on the 2023 return.
Listed in Part VII
-
Barbara LucksBARBARA LUCKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Brian BrawleyBRIAN BRAWLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Brian McDonoughBRIAN MCDONOUGH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Clif SmartCLIF SMART
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Dan Monty MontgomeryDAN MONTY MONTGOMERY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
David AgeeDAVID AGEE
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Janet DankertJANET DANKERT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jason EnglandJASON ENGLAND
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Joan BarrettJOAN BARRETT
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Josh GaretsonJOSH GARETSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Karl QuinnKARL QUINN
AT LARGE/EXECUTIVE COMMITT
- Total calculated
- $0
- Hours/week
- 2
-
Katie TownsKATIE TOWNS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Rachel AndersonRACHEL ANDERSON
VICE CHAIR/CHAIR-ELECT
- Total calculated
- $0
- Hours/week
- 2
-
Ryan SivillRYAN SIVILL
AT LARGE/EXECUTIVE COMMITT
- Total calculated
- $0
- Hours/week
- 2
-
Shawn CalhounSHAWN CALHOUN
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Stephanie RutledgeSTEPHANIE RUTLEDGE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Stephen HallSTEPHEN HALL
AT LARGE/EXECUTIVE COMMITT
- Total calculated
- $0
- Hours/week
- 2
-
Steve DooleySTEVE DOOLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Matt AugMATT AUG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Stephanie MatthewsSTEPHANIE MATTHEWS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Tyler HesserTYLER HESSER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Dee KingDEE KING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jeff FrederickJEFF FREDERICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Greg BurrisGREG BURRIS
PRESIDENT/CEO
- Total calculated
- $162,979
- From this org
- $142,500
- From related orgs
- $0
- Other
- $20,479
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $142,500
- Bonus
- $0
- Other
- $0
- Deferred
- $14,251
- Nontaxable benefits
- $6,228
- Filer's total
- $162,979
-
Rachel WalshRACHEL WALSH
VICE PRESIDENT OF RESOURCE DEVELOPMENT
- Total calculated
- $85,862
- From this org
- $72,461
- From related orgs
- $0
- Other
- $13,401
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
SUCCESSFUL YOUTH-YOUTH SERVICES
-
INCOME HEALTH & SAFETY-BASIC NEEDS
-
$81,571
INCOME, HEALTH & SAFETY
-
$62,298
EDUCATION-LITERACY AND MENTORING
-
$54,907
INCOME, HEALTH & SAFETY-EMERGENCY SERVICES
-
$48,631
INCOME, HEALTH & SAFETY
-
EDUCATION-LITERACY AND MENTORING
-
EDUCATION-CHILDREN AT RISK
-
SUCCESSFUL YOUTH-REMOVING BARRIERS
-
$40,500
INCOME, HEALTH & SAFETY-EMERGENCY SERVICES
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541359349306504
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.