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Nonprofit · EIN 43-0735827

HEART OF MISSOURI UNITED WAY INC

Tax-exempt · COLUMBIA, MO 65203

Financials

$2.9M$2.8M2023$3.1M$3M2024$3.2M$2.9M2025
Revenue Expenses · by fiscal year end
Financials of HEART OF MISSOURI UNITED WAY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$3,194,381$2,922,093$272,288$4,065,619$1,874,490$2,191,129
December 31, 2024990$3,092,455$3,030,847$61,608$3,933,947$2,038,867$1,895,080
December 31, 2023990$2,851,880$2,786,405$65,475$3,723,125$1,895,181$1,827,944
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$3,094,705
of which government grants
$566,165
Program service revenue
$0
Investment income
$47,614
Net gain from sales of assets
$10,099
Other revenue
$52,062

Expenses

Grants and similar amounts paid
$1,499,621
Compensation of officers, directors and key employees
$192,696
Other salaries and wages
$412,905
Salaries, compensation and benefits (total)
$751,999
Professional fundraising fees
$0
Occupancy
$72,726
Depreciation
$8,699
Program services (functional)
$2,192,612
Management and general (functional)
$347,452
Fundraising (functional)
$382,029

Balance sheet and other

Total assets, start of year
$3,933,947
Total assets, end of year
$4,065,619
Total liabilities, end of year
$1,874,490
Net assets, end of year
$2,191,129
Land, buildings and equipment
$35,553
Net assets without donor restrictions
$1,241,122
Net assets with donor restrictions
$950,007
Gross receipts
$3,194,381
Employees
13
Volunteers
390
Year formed
1973
State of legal domicile
MO

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
TALIA JACKSONPRESIDENT/CE
Officer
40$101,525$0
AMY HARVEYCFO
Officer
40$77,663$13,509
NIKKI CARTERCHAIR
Trustee or director, Officer
1$0$0
KERRIE BLOSSRD CHAIR
Trustee or director, Officer
1$0$0
JENNIFER GORDONCOMMUN IMPAC
Trustee or director, Officer
1$0$0
MISSY MONTGOMERYVICE CHAIR
Trustee or director, Officer
1$0$0
CLAIRE OWENMARKETING CH
Trustee or director, Officer
1$0$0
MITZI CLAYTONPAST CHAIR
Trustee or director, Officer
1$0$0
LAURA GERDINGSECRETARY
Trustee or director, Officer
1$0$0
BRITTANI SECUNDINOTREASURER
Trustee or director, Officer
1$0$0
STEPHANIE BROWNMEMBER
Trustee or director
0.5$0$0
ADAM BURGERMEMBER
Trustee or director
0.5$0$0
LACEY BURRELLMEMBER
Trustee or director
0.5$0$0
DAVID CHRISTIANMEMBER
Trustee or director
0.5$0$0
DAVID CLITHEROMEMBER
Trustee or director
0.5$0$0
14 more people on this return
NameTitleHours / weekCompensation
CAMRYN COLEMANSTUDENT MEMB
Trustee or director
0.5$0
MARK GINGRICHMEMBER
Trustee or director
0.5$0
DANNY HILLMEMBER
Trustee or director
0.5$0
SHARON HORBYKMEMBER
Trustee or director
0.5$0
MING HSIEHMEMBER
Trustee or director
0.5$0
SHANNON KUCZYNSKIMEMBER
Trustee or director
0.5$0
CATHERINE MEAGHERMEMBER
Trustee or director
0.5$0
JOANNE NELSONEX OFFICIO
Trustee or director
0.5$0
ERYCA NEVILLEMEMBER
Trustee or director
0.5$0
MACIE PETERMANMEMBER
Trustee or director
0.5$0
BILLY POLANSKYEX OFFICIO
Trustee or director
0.5$0
BRAD ROLINGMEMBER
Trustee or director
0.5$0
CHRIS ROSSKOPFMEMBER
Trustee or director
0.5$0
BILL WATKINSMEMBER
Trustee or director
0.5$0
990 for the year ended December 31, 2024: 30 people
NameTitleHours / weekCompensationOther / benefits
ANDREW GRABAUFORMER PRESI
Officer
40$143,173$20,091
AMY HARVEYCFO
Officer
40$72,800$12,627
KERRIE BLOSSMEMBER
Trustee or director
0.5$0$0
STEPHANIE BROWNMEMBER
Trustee or director
0.5$0$0
ADAM BURGERMEMBER
Trustee or director
0.5$0$0
LACEY BURRELLMEMBER
Trustee or director
0.5$0$0
NIKKI CARTERVICE CHAIR
Trustee or director, Officer
1$0$0
MITZI CLAYTONCHAIR
Trustee or director, Officer
1$0$0
DAVID CLITHEROPAST CHAIR
Trustee or director, Officer
1$0$0
LAURA GERDINGSECRETARY
Trustee or director, Officer
1$0$0
MARK GINGRICHTREASURER
Trustee or director, Officer
1$0$0
JENNIFER GORDONMEMBER
Trustee or director
0.5$0$0
LEIGH ANNE HAUNMEMBER
Trustee or director
0.5$0$0
SHARON HORBYKMEMBER
Trustee or director
0.5$0$0
DR NOREEN HOUCKCOMMUN IMPAC
Trustee or director, Officer
1$0$0
MING HSIEHMEMBER
Trustee or director
0.5$0$0
TALIA JACKSONMEMBER
Trustee or director
0.5$0$0
SHANNON KUCZYNSKIMEMBER
Trustee or director
0.5$0$0
MATT MCCORMICKEX OFFICIO
Trustee or director
0.5$0$0
CATHERINE MEAGHERMEMBER
Trustee or director
0.5$0$0
MISSY MONTGOMERYMEMBER
Trustee or director
0.5$0$0
JOANNE NELSONEX OFFICIO
Trustee or director
0.5$0$0
DR ERYCA NEVILLEMEMBER
Trustee or director, Officer
1$0$0
CLAIRE OWENMEMBER
Trustee or director
0.5$0$0
MACIE PETERMANMEMBER
Trustee or director
0.5$0$0
BILLY POLANSKYEX OFFICIO
Trustee or director
0.5$0$0
BRAD ROLINGMEMBER
Trustee or director
0.5$0$0
CHRIS ROSSKOPFMEMBER
Trustee or director
0.5$0$0
DAVID VANDYKEMEMBER
Trustee or director
0.5$0$0
BILL WATKINSMEMBER
Trustee or director
0.5$0$0
990 for the year ended December 31, 2023: 38 people
NameTitleHours / weekCompensationOther / benefits
ANDREW GRABAUEXECUTIVE DI
Officer
40$126,763$18,383
AMY HARVEYCFO
Officer
40$66,314$12,325
STEPHANIE BROWNMEMBER
Trustee or director
0.5$0$0
ADAM BURGERMEMBER
Trustee or director
0.5$0$0
STACEY BUTTONEX OFFICIO
Trustee or director
0.5$0$0
NIKKI CARTERMEMBER
Trustee or director
0.5$0$0
MITZI CLAYTONEXEC COMM ME
Trustee or director
1$0$0
DAVID CLITHEROCHAIR
Trustee or director, Officer
1$0$0
BROCK COOPERSECRETARY
Trustee or director, Officer
1$0$0
DEBORAH DANIELSMEMBER
Trustee or director
0.5$0$0
AIMEE DAVENPORTMEMBER
Trustee or director
0.5$0$0
SHAASHAWN DIALMEMBER
Trustee or director
0.5$0$0
LAURA GERDINGEXEC COMM ME
Trustee or director
0.5$0$0
MARK GINGRICHTREASURER
Trustee or director, Officer
1$0$0
JENNIFER GORDONMEMBER
Trustee or director
0.5$0$0
GREG GRUPEMEMBER
Trustee or director
0.5$0$0
STEVE HOLLISEX OFFICIO
Trustee or director
0.5$0$0
SHARON HORBYKMEMBER
Trustee or director
0.5$0$0
DR NOREEN HOUCKMEMBER
Trustee or director
0.5$0$0
MIKE IRELANDMEMBER
Trustee or director
0.5$0$0
JEFF LASHLEYEX OFFICIO
Trustee or director
0.5$0$0
MATT MCCORMICKEX OFFICIO
Trustee or director
0.5$0$0
CATHERINE MEAGHERMEMBER
Trustee or director
0.5$0$0
HSIEH MINGMEMBER
Trustee or director
0.5$0$0
MISSY MONTGOMERYMEMBER
Trustee or director
0.5$0$0
DE'VION MOOREMEMBER
Trustee or director
0.5$0$0
JOANNE NELSONEX OFFICIO
Trustee or director
0.5$0$0
DR ERYCA NEVILLEEXEC COMM/FR
Trustee or director
1$0$0
CLAIRE OWENMEMBER
Trustee or director
0.5$0$0
MACIE PETERMANMEMBER
Trustee or director
0.5$0$0
BILLY POLANSKYEX OFFICIO
Trustee or director
0.5$0$0
MARY ROPPMEMBER
Trustee or director
0.5$0$0
CHRIS ROSSKOPFMEMBER
Trustee or director
0.5$0$0
BOB SCHAALMEMBER
Trustee or director
0.5$0$0
MONICA SMITHVICE CHAIR
Trustee or director, Officer
1$0$0
DAVID VANDYKEMEMBER
Trustee or director
0.5$0$0
BILL WATKINSMEMBER
Trustee or director
0.5$0$0
JEN WHEELERMEMBER
Trustee or director
0.5$0$0

Address and contacts

Address (IRS master file)
105 EAST ASH STREET, COLUMBIA, MO 65203-4094
Principal officer (990 for 2025)
TALIA JACKSON, 105 EAST ASH, COLUMBIA, MO 65203
Signed the 990
TALIA JACKSON, PRESIDENT/CEO
Phone
(573) 443-4523
Return prepared by
EVERS & COMPANY CPA'S LLC

Mission

THE HEART OF MISSOURI UNITED WAY WORKS TO POSITIVELY IMPACT LIVES BY EMPOWERING PEOPLE AND ORGANIZATIONS THROUGH STRATEGIC RESOURCE INVESTMENTS.

990 for the year ended December 31, 2025

Program accomplishments

  • HEART OF MISSOURI UNITED WAY ADVANCES COMMUNITY WELL-BEING THROUGH THREE KEY PROGRAMS. SUSTAINABLE IMPACT GRANTS PROVIDE STRATEGIC INVESTMENTS IN LOCAL NONPROFITS ALIGNED WITH PRIORITIES IN EDUCATION, HEALTH & BASIC NEEDS, AND FINANCIAL STABILITY, SUPPORTING COMMUNITY RESILIENCY, HEALTHY COMMUNITY, FINANCIAL SECURITY, AND YOUTH OPPORTUNITY INITIATIVES. FUNDING DECISIONS ARE GUIDED BY COMMUNITY DATA, STAKEHOLDER INPUT, AND VOLUNTEER REVIEW, WITH GRANTS AWARDED ANNUALLY AND ELIGIBLE FOR RENEWAL. THROUGH ASPIRES, IN PARTNERSHIP WITH THE CITY OF COLUMBIA, NONPROFITS RECEIVE TRAINING, TOOLS, RECOURCES, EDUCATION, AND FUNDING TO STRENGTHEN ORGANIZATIONAL CAPACITY AND LONG-TERM EFFECTIVENESS. GIVE 5 CONNECTS RESIDENTS WITH MEANINGFUL VOLUNTEER OPPORTUNITIES, INCREASES AWARENESS OF LOCAL CHALLENGES, REDUCES SOCIAL ISOLATION, AND STRENGTHENS NONPROFIT ORGANIZATIONS THROUGH COMMUNITY ENGAGEMENT AND SERVICE.
    Expenses $2,192,612 · grants $1,499,621

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
43-0735827
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1958
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$4,065,619
Income (IRS master file)
$3,194,381

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$3,194,381$2,922,093$4,065,619XML
990December 2024$3,092,455$3,030,847$3,933,947XML
990December 2023$2,851,880$2,786,405$3,723,125XML
990December 2022$2,966,590$3,381,017$3,841,458IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-0735827).

Questions about HEART OF MISSOURI UNITED WAY INC

What is the EIN of HEART OF MISSOURI UNITED WAY INC?
The employer identification number (EIN) of HEART OF MISSOURI UNITED WAY INC is 43-0735827.
Is HEART OF MISSOURI UNITED WAY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
Are donations to HEART OF MISSOURI UNITED WAY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HEART OF MISSOURI UNITED WAY INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of HEART OF MISSOURI UNITED WAY INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HEART OF MISSOURI UNITED WAY INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of HEART OF MISSOURI UNITED WAY INC?
The 990 for the year ended December 31, 2025 names TALIA JACKSON.
Who are the officers and directors of HEART OF MISSOURI UNITED WAY INC?
The 990 for the year ended December 31, 2025 lists 29 people; 2 received compensation from the organization, the highest $101,525 (TALIA JACKSON, PRESIDENT/CE).
How much revenue does HEART OF MISSOURI UNITED WAY INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $3,194,381, expenses of $2,922,093 and total assets of $4,065,619 at year end.

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