Nonprofit · EIN 44-0552047
UNITED WAY OF THE OZARKS
Tax-exempt · SPRINGFIELD, MO 65806
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,976,660 | $1,794,288 | $182,372 | $3,341,234 | $117,024 | $3,224,210 |
| June 30, 2024 | 990 | $2,008,120 | $1,820,242 | $187,878 | $3,138,905 | $118,592 | $3,020,313 |
| June 30, 2023 | 990 | $2,012,334 | $2,010,680 | $1,654 | $2,902,108 | $69,674 | $2,832,434 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,809,823
- Program service revenue
- $0
- Investment income
- $109,413
- Other revenue
- $57,424
Expenses
- Grants and similar amounts paid
- $821,499
- Compensation of officers, directors and key employees
- $248,416
- Other salaries and wages
- $199,984
- Salaries, compensation and benefits (total)
- $555,915
- Professional fundraising fees
- $0
- Accounting fees
- $77,932
- Occupancy
- $23,724
- Travel
- $1,389
- Depreciation
- $34,289
- Program services (functional)
- $1,405,664
- Management and general (functional)
- $149,451
- Fundraising (functional)
- $239,173
Balance sheet and other
- Total assets, start of year
- $3,138,905
- Total assets, end of year
- $3,341,234
- Total liabilities, end of year
- $117,024
- Net assets, end of year
- $3,224,210
- Land, buildings and equipment
- $137,073
- Net assets without donor restrictions
- $3,024,670
- Net assets with donor restrictions
- $199,540
- Gross receipts
- $1,976,660
- Employees
- 10
- Volunteers
- 100
- Year formed
- 1930
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRANDI VANANTWERP | PRESIDENT Officer | 40 | $126,875 | $18,097 |
| RACHEL WALSH | VICE PRESIDENT OF RESOURCE Officer | 40 | $78,941 | $12,774 |
| BARBARA LUCKS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BRIAN BRAWLEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BRIAN MCDONOUGH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DAVID AGEE | PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JANET DANKERT | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JASON ENGLAND | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| KATIE TOWNS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| RACHEL MUNDAY | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| RYAN SIVILL | VICE CHAIR/CHAIR-ELECT Trustee or director, Officer | 2 | $0 | $0 |
| SHAWN CALHOUN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| STEPHANIE RUTLEDGE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MATT AUG | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| STEPHANIE MATTHEWS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TYLER HESSER | BOARD MEMBER Trustee or director | 2 | $0 |
| DEE KING | BOARD MEMBER Trustee or director | 2 | $0 |
| JEFF FREDERICK | BOARD MEMBER Trustee or director | 2 | $0 |
| TIFFANI CLAUSSEN | BOARD MEMBER Trustee or director | 2 | $0 |
| LAURA GATES | BOARD MEMBER Trustee or director | 2 | $0 |
| CHRIS JARRATT | BOARD MEMBER Trustee or director | 2 | $0 |
| JUSTIN MCCARTY | BOARD MEMBER Trustee or director | 2 | $0 |
| JAY TITUS | BOARD MEMBER Trustee or director | 2 | $0 |
| KELLY TURNER | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GREG BURRIS | PRESIDENT/CEO Officer | 40 | $142,500 | $20,479 |
| RACHEL WALSH | VICE PRESIDENT OF RESOURCE DEVELOPMENT Officer | 40 | $72,461 | $13,401 |
| BARBARA LUCKS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BRIAN BRAWLEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BRIAN MCDONOUGH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CLIF SMART | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAN MONTY MONTGOMERY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID AGEE | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JANET DANKERT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JASON ENGLAND | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JOAN BARRETT | PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JOSH GARETSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KARL QUINN | AT LARGE/EXECUTIVE COMMITT Trustee or director | 2 | $0 | $0 |
| KATIE TOWNS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RACHEL ANDERSON | VICE CHAIR/CHAIR-ELECT Trustee or director | 2 | $0 | $0 |
| RYAN SIVILL | AT LARGE/EXECUTIVE COMMITT Trustee or director, Officer | 2 | $0 | $0 |
| SHAWN CALHOUN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| STEPHANIE RUTLEDGE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEPHEN HALL | AT LARGE/EXECUTIVE COMMITT Trustee or director, Officer | 2 | $0 | $0 |
| STEVE DOOLEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MATT AUG | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEPHANIE MATTHEWS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TYLER HESSER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DEE KING | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JEFF FREDERICK | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GREG BURRIS | PRESIDENT/CEO Officer | 40 | $139,766 | $20,645 |
| RACHEL WALSH | VICE PRES OF RESOURCE DEVELOPMENT Officer | 40 | $69,335 | $13,056 |
| BARBARA LUCKS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BRIAN BRAWLEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BRIAN MCDONOUGH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CLIF SMART | PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DAN MONTY MONTGOMERY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID AGEE | VICE-CHAIR/CHAIR ELECT Trustee or director, Officer | 2 | $0 | $0 |
| DAVID COOK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| HOLLIE ELLIOTT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JANET DANKERT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JASON ENGLAND | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOAN BARRETT | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JOSH GARETSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KARL QUINN | AT LARGE/EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 |
| KATIE TOWNS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL WHITE | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| RACHEL ANDERSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RYAN SIVILL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SHAWN CALHOUN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| STEPHANIE RUTLEDGE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEPHANIE WEIS | COMMUNITY INVESTMENT CHAIR Trustee or director | 2 | $0 | $0 |
| STEPHEN HALL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEVE DOOLEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEVE STODDEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ROSEANN BENTLEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 320 N JEFFERSON AVE, SPRINGFIELD, MO 65806-1109
- In care of
- % CLARENCE R WHEELER CENTER
- Principal officer (990 for 2024)
- BRANDI VANANTWERP, 320 N JEFFERSON, SPRINGFIELD, MO 65806
- Signed the 990
- BRANDI VANANTWERP, PRESIDENT/CEO
- Phone
- (417) 863-7700
- Website
- WWW.UWOZARKS.ORG
- Return prepared by
- THE WHITLOCK COMPANY LLP
Mission
UNITED WAY OZARKS REGION UNITES PEOPLE, RESOURCES AND IDEAS TO ENHANCE LIVES IN THE OZARKS.
Program accomplishments
- 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.Expenses $1,327,565 · grants $743,400 · revenue $57,424
- 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.Expenses $78,099 · grants $78,099
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 44-0552047
- 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
- 1967
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $3,341,234
- Income (IRS master file)
- $1,976,660
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,976,660 | $1,794,288 | $3,341,234 | IRS |
| 990 | June 2024 | $2,008,120 | $1,820,242 | $3,138,905 | IRS |
| 990 | June 2023 | $2,012,334 | $2,010,680 | $2,902,108 | XML |
| 990 | June 2022 | $4,034,195 | $3,826,136 | $2,995,742 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 44-0552047).
Questions about UNITED WAY OF THE OZARKS
- What is the EIN of UNITED WAY OF THE OZARKS?
- The employer identification number (EIN) of UNITED WAY OF THE OZARKS is 44-0552047.
- Is UNITED WAY OF THE OZARKS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to UNITED WAY OF THE OZARKS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF THE OZARKS 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 UNITED WAY OF THE OZARKS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF THE OZARKS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITED WAY OF THE OZARKS?
- The 990 for the year ended June 30, 2025 names BRANDI VANANTWERP.
- Who are the officers and directors of UNITED WAY OF THE OZARKS?
- The 990 for the year ended June 30, 2025 lists 24 people; 2 received compensation from the organization, the highest $126,875 (BRANDI VANANTWERP, PRESIDENT).
- How much revenue does UNITED WAY OF THE OZARKS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,976,660, expenses of $1,794,288 and total assets of $3,341,234 at year end.
Other nonprofits in SPRINGFIELD
- COMMUNITY FOUNDATION OF THE OZARKS INC EIN 23-7290968 · last filed 990 for 2025
- COXHEALTH FOUNDATION EIN 43-6810485 · last filed 990 for 2025
- JEREMIAH 924 FOUNDATION EIN 46-1301779 · last filed 990-PF for 2024
- BASS PRO SHOPS & CABELAS OUTDOOR FUND EIN 83-0691791 · last filed 990 for 2024
- OZARKS TECHNICAL COMMUNITY COLLEGE FOUNDATION EIN 43-1753974 · last filed 990 for 2025
- FORVIS MAZARS FOUNDATION EIN 43-1866948 · last filed 990 for 2025
- BREAST CANCER FOUNDATION OF THE OZARKS EIN 43-1881450 · last filed 990 for 2024
- ROBERT M -BOBBY- ALLISON CHARITABLE TRUST EIN 93-1608911 · last filed 990-PF for 2026
All nonprofits in SPRINGFIELD · Missouri · Philanthropy, voluntarism and grantmaking foundations