UNITED WAY OF THE MIDLANDS: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF THE MIDLANDS (EIN 47-0376605)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-01-26
- IRS object ID
- 202220269349300507
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-26T08:31:54-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1248 O STREET STE 1040 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 685081461 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470376605 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF THE MIDLANDS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MELISSA ENGEL | InCareOfNm |
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 4023428232 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 FARNAM STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL MICHALSKI | PersonNm |
| Person Title | SVP, FINANCE & ADMIN | PersonTitleTxt |
| Phone | 4023428232 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | MICHALSKI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN TYNON | PreparerPersonNm |
| PTIN | P01063388 | PTIN |
| Phone | 4024737600 | PhoneNum |
| Preparation | 2022-05-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHAWNA FORSBERG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 FARNAM STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,418,207 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDWAYMIDLANDS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1923 | FormationYr |
| Legal Domicile State | NE | LegalDomicileStateCd |
| Activity Or Mission | WE UNITE OUR COMMUNITY'S CARING SPIRIT TO BUILD A STRONGER TOMORROW. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 91 | TotalEmployeeCnt |
| Total Volunteers | 1423 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $17,468,799 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,151,231 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $254,252 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,874,860 | CYProgramServiceRevenueAmt |
| PY Investment Income | $400,200 | PYInvestmentIncomeAmt |
| CY Investment Income | $579,569 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$80,705 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $18,042,546 | PYTotalRevenueAmt |
| CY Total Revenue | $22,605,660 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,937,300 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,155,236 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,546,897 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,569,099 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,760,433 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,697,990 | PYOtherExpensesAmt |
| CY Other Expenses | $2,166,653 | CYOtherExpensesAmt |
| PY Total Expenses | $16,182,187 | PYTotalExpensesAmt |
| CY Total Expenses | $22,890,988 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,860,359 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$285,328 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,804,888 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,379,446 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,053,927 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,746,295 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,750,961 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,633,151 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITED WAY OF THE MIDLANDS MISSION IS "WE UNITE OUR COMMUNITY'S CARING SPIRIT TO BUILD A STRONGER TOMORROW". | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $16,624,440 | ExpenseAmt |
| Grant | $15,155,236 | GrantAmt |
| Revenue | $1,849,506 | RevenueAmt |
| Desc | COMMUNITY ENGAGEMENT AND VISION - THIS FUNCTION IS DEDICATED TO IMPLEMENTATION AND ACTION ON COMMUNITY IMPACT INVESTMENTS AND INITIATIVES. ACTIVITIES INCLUDE PRIORITIZATION AND RESEARCH FOR INITIATIVE DEVELOPMENT, IMPACT AND CHANGE DEVELOPMENT AND ASSESSMENT, MOBILIZING PARTNERS TO PROVIDE SERVICES, PARTICIPATING IN AND SUPPORTING SELECTED OUTSIDE COMMUNITY ACTIVITIES, SERVICE IMPLEMENTATION THROUGH: FUND DISTRIBUTION, TECHNOLOGY, PUBLIC EDUCATION, ECONOMIC DEVELOPMENT STRATEGIES AND AGENCY DESIGNATION MANAGEMENT, COMMUNICATION OF OUTCOME AND EVALUATION AND STAFF SUPPORT DEVELOPMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,404,252 | ExpenseAmt |
| Revenue | $1,846,160 | RevenueAmt |
| Desc | NE211 Contact Center has been the helpline for all Nebraskans for over 40 years, and during such disasters in the past two years as flooding, straight-line winds, and the COVID-19 Pandemic. Nearly 195,000 contacts in the past year were for housing and utility assistance, health, food, and employment assistance, as well as other needs. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $975,043 | ExpenseAmt |
| Revenue | $732,943 | RevenueAmt |
| Desc | JAG programming is conducted on-site at schools during school hours. Trained Career Specialists work with JAG students to help them master 37 skills that will set them up for success in their future careers. Throughout the duration of the program, students build relationships with local employers; engage in project-based learning; develop leadership, civic and social responsibility through a student-led career association; and engage in career research that will lay the foundation for job opportunities after high school graduation. The JAG Model incorporates the JAG Advantage which, includes three key components proven to ensure students' development and success: employer engagement, trauma informed care and project based learning. Employer Engagement - employers interact with JAG students in the classroom - and on the job. As part of the JAG programming, company representatives are invited into the classroom, where they build relationships with the students and teach them valuable skills that companies are seeking in new hires. Students will then be able to visit the representative's company, and potentially, visualize themselves working there. Trauma Informed Care - Career Specialists are trained to provide trauma-informed care and create an environment where all students to be successful. To be trauma-informed is to understand the challenges our students face and provide supports and additional resources so that they can overcome those barriers. It's the difference between asking "what happened?" instead of "what's wrong with you?" Project Based Learning - This framework and instructional learning strategy provides students with a voice and the choice to drive what they do through hands-on projects. These projects help them develop real world competencies that employers are seeking. The projects also give the students the opportunity to use their skills and talents to showcase what they know through public products that are relevant to their interests and aptitudes. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (7 entries)
| DescDesc | ExpenseExpenseAmt | RevenueRevenueAmt |
|---|---|---|
| ANALYTICS AND PERFORMANCE - ENSURE DOLLARS ARE | ||
| INVESTED WISELY AND THE EXPECTED RESULTS OF THAT | ||
| INVESTMENT ARE ARCHIEVED. PROGRAMS RECEIVING | ||
| COMMUNITY INVESTMENT ARE REQUIRED TO REPORT EVERY | ||
| 6 MONTHS TO DEMONSTRATE PROGRESS TOWARD THEIR | ||
| EXPECTED OUTCOMES. | ||
| TOTALS | $1,046,260 | $91,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,046,260 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $91,925 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $21,049,995 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 137 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 91 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA ENGEL | PersonNm |
| Phone | 4025227938 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 FARNAM STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| SHAWNA FORSBERG | ||||||||
| PRESIDENT/CEO | 45.0 | 0.0 | Yes (X) | $274,933 | $0 | $27,665 | ||
| PAMELA SCHWALB | ||||||||
| COO | 45.0 | 0.0 | Yes (X) | $170,120 | $0 | $32,496 | ||
| LAURA ANN TATTEN | ||||||||
| SVP DONOR ENGAGEMENT | 40.0 | 0.0 | $163,233 | $0 | $15,798 | Yes (X) | ||
| JILL SAMUELSON | ||||||||
| SVP-MARKETING & COMMUNICATIONS | 40.0 | 0.0 | $147,395 | $0 | $15,686 | Yes (X) | ||
| MATTHEW WALLEN | ||||||||
| SVP COMMUNITY IMPACT/ANALYTICS | 40.0 | 0.0 | $152,439 | $0 | $4,755 | Yes (X) | ||
| STEVE KANIEWSKI | ||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| TIM BURKE | ||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| SUSAN COURTNEY | ||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| GAIL DEBOER | ||||||||
| CHAIR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| IA HAGAN | ||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| DR CHERYL LOGAN | ||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| CORY SHAW | ||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| MICKEY ANDERSON | ||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JERRY CROUSE | ||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| NATE DODGE | ||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JOEL FALK | ||||||||
| TREASURER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BOB GUNIA | ||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| ALISON INGUNZA | ||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| CLARK PONTHIER | ||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| DAN WATERS | ||||||||
| SECRETARY | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BRIAN WOOLFOLK | ||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JIM RICHARDSON | ||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JAMIE GUTIERREZ | ||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| AVI ATHOLI | ||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| DR PAM KAYL | ||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL MICHALSKI | ||||||||
| SVP, FINANCE & ADMINISTRATION | 40.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $908,120 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $96,400 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $5,150 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $3,836,816 | GovernmentGrantsAmt |
| All Other Contributions | $16,309,265 | AllOtherContributionsAmt |
| Noncash Contributions | $1,244,190 | NoncashContributionsAmt |
| Total Contributions | $20,151,231 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACT FEES | 561000 | $889,187 | $889,187 |
| DONOR DESIGNATION FEES | 900099 | $105,314 | $105,314 |
| MISCELLANEOUS INCOME | 561000 | $511 | $511 |
| GOODFELLOWS TRANSFER | 561000 | $879,848 | $879,848 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,874,860 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $165,673 | TotalRevenueColumnAmt |
| Exclusion | $165,673 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,226,443 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,812,547 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $413,896 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $413,896 | TotalRevenueColumnAmt |
| Exclusion | $413,896 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $5,150 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,605,660 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,874,860 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $579,569 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,160,574 | TotalAmt |
| Program Services | $14,160,574 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $994,662 | TotalAmt |
| Program Services | $994,662 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $588,572 | TotalAmt |
| Program Services | $447,624 | ProgramServicesAmt |
| Management And General | $5,043 | ManagementAndGeneralAmt |
| Fundraising | $135,905 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,013,383 | TotalAmt |
| Program Services | $3,052,283 | ProgramServicesAmt |
| Management And General | $34,382 | ManagementAndGeneralAmt |
| Fundraising | $926,718 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,354 | TotalAmt |
| Program Services | $173,272 | ProgramServicesAmt |
| Management And General | $1,975 | ManagementAndGeneralAmt |
| Fundraising | $50,107 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,399 | TotalAmt |
| Program Services | $330,399 | ProgramServicesAmt |
| Management And General | $3,759 | ManagementAndGeneralAmt |
| Fundraising | $96,241 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,391 | TotalAmt |
| Program Services | $233,890 | ProgramServicesAmt |
| Management And General | $2,774 | ManagementAndGeneralAmt |
| Fundraising | $74,727 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,060 | TotalAmt |
| Program Services | $33,893 | ProgramServicesAmt |
| Management And General | $237 | ManagementAndGeneralAmt |
| Fundraising | $5,930 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,278 | TotalAmt |
| Program Services | $48,219 | ProgramServicesAmt |
| Management And General | $657 | ManagementAndGeneralAmt |
| Fundraising | $14,402 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $549,429 | TotalAmt |
| Program Services | $468,653 | ProgramServicesAmt |
| Management And General | $3,065 | ManagementAndGeneralAmt |
| Fundraising | $77,711 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,589 | TotalAmt |
| Program Services | $226,981 | ProgramServicesAmt |
| Management And General | $4,842 | ManagementAndGeneralAmt |
| Fundraising | $14,766 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,849 | TotalAmt |
| Program Services | $45,645 | ProgramServicesAmt |
| Management And General | $549 | ManagementAndGeneralAmt |
| Fundraising | $7,655 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,811 | TotalAmt |
| Program Services | $209,827 | ProgramServicesAmt |
| Management And General | $6,456 | ManagementAndGeneralAmt |
| Fundraising | $106,528 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,454 | TotalAmt |
| Program Services | $18,472 | ProgramServicesAmt |
| Management And General | $175 | ManagementAndGeneralAmt |
| Fundraising | $3,807 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,966 | TotalAmt |
| Program Services | $41,015 | ProgramServicesAmt |
| Management And General | $846 | ManagementAndGeneralAmt |
| Fundraising | $21,105 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,783 | TotalAmt |
| Program Services | $156,509 | ProgramServicesAmt |
| Management And General | $4,816 | ManagementAndGeneralAmt |
| Fundraising | $79,458 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,853 | TotalAmt |
| Program Services | $138,021 | ProgramServicesAmt |
| Management And General | $3,432 | ManagementAndGeneralAmt |
| Fundraising | $56,400 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,532 | TotalAmt |
| Program Services | $30,262 | ProgramServicesAmt |
| Management And General | $758 | ManagementAndGeneralAmt |
| Fundraising | $12,512 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING & PUBLICATIONS | $24,682 | $12,215 | $3,071 | $9,396 |
| EQUIPMENT RENTAL & MAINTENANCE | $113,263 | $85,313 | $1,597 | $26,353 |
| AWARDS & GIFTS | $43,536 | $32,528 | $820 | $10,188 |
| TELEPHONE | $91,528 | $79,607 | $690 | $11,231 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,040 | TotalAmt |
| Program Services | $30,131 | ProgramServicesAmt |
| Management And General | $616 | ManagementAndGeneralAmt |
| Fundraising | $19,293 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,890,988 | TotalAmt |
| Program Services | $21,049,995 | ProgramServicesAmt |
| Management And General | $80,560 | ManagementAndGeneralAmt |
| Fundraising | $1,760,433 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,649,420 | BOYAmt |
| EOY | $4,388,412 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,379,535 | BOYAmt |
| EOY | $4,616,524 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,192 | BOYAmt |
| EOY | $728,234 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,066 | BOYAmt |
| EOY | $254,391 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,014,501 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,287,364 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,338,875 | BOYAmt |
| EOY | $1,727,137 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,049,110 | BOYAmt |
| EOY | $11,346,307 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,068,690 | BOYAmt |
| EOY | $2,318,441 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,804,888 | BOYAmt |
| EOY | $25,379,446 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $494,621 | BOYAmt |
| EOY | $809,006 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,105,696 | BOYAmt |
| EOY | $10,924,880 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $657,634 | BOYAmt |
| EOY | $656,414 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $795,976 | BOYAmt |
| EOY | $355,995 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,053,927 | BOYAmt |
| EOY | $12,746,295 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,173,278 | BOYAmt |
| EOY | $7,782,433 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,577,683 | BOYAmt |
| EOY | $4,850,718 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,750,961 | BOYAmt |
| EOY | $12,633,151 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,804,888 | BOYAmt |
| EOY | $25,379,446 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$285,328 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,167,518 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,405,621 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,010,544 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,302,029 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,468,799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,151,231 | CurrentTaxYearAmt |
| Total | $90,338,224 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,405,621 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,010,544 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,302,029 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,468,799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,151,231 | CurrentTaxYearAmt |
| Total | $90,338,224 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $15,735,582 | SubstantialContributorsTotAmt |
| Public Support Total170 | $74,602,642 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $104,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $271,654 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $323,201 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $306,623 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $165,673 | CurrentTaxYearAmt |
| Total | $1,171,247 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $573,478 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $380,086 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $347,608 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $254,241 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,874,858 | CurrentTaxYearAmt |
| Total | $3,430,271 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $94,939,742 | TotalSupportAmt |
| Public Support CY170 | 0.78579 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78129 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $0 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINES 1B & 1G | FormAndLineReferenceDesc |
| Explanation | LOBBYING ACTIVITIES CONSIST OF EMPLOYEE TIME FOR CORRESPONDENCE WITH LEGISLATURES REGARDING SOCIAL WELFARE ISSUES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,302,499 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,420,926 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $213,125 | OtherExpendituresAmt |
| End Year Balance | $7,510,300 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,246,228 | BeginningYearBalanceAmt |
| Contributions | $76,500 | ContributionsAmt |
| Investment Earnings Or Losses | $184,283 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $204,512 | OtherExpendituresAmt |
| End Year Balance | $6,302,499 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,044,686 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $313,583 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $112,041 | OtherExpendituresAmt |
| End Year Balance | $6,246,228 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,938,617 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $146,981 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $40,912 | OtherExpendituresAmt |
| End Year Balance | $6,044,686 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,602,744 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $215,030 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $521,841 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,357,316 | OtherExpendituresAmt |
| End Year Balance | $5,938,617 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.42080 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.45620 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12300 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,514,567 | OtherCostOrOtherBasisAmt |
| Depreciation | $372,665 | DepreciationAmt |
| Book Value | $1,141,902 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $507,570 | OtherCostOrOtherBasisAmt |
| Depreciation | $230,296 | DepreciationAmt |
| Book Value | $277,274 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $992,364 | OtherCostOrOtherBasisAmt |
| Depreciation | $684,403 | DepreciationAmt |
| Book Value | $307,961 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,727,137 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST-OCF FUNDS | Desc |
| Book Value | $2,318,441 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,318,441 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $23,053,552 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,167,518 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $698,914 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,866,432 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,187,120 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,418,540 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,418,540 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $22,605,660 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,171,362 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $698,914 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $698,914 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,472,448 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,418,540 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,418,540 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $22,890,988 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART X, LINE 2 | The United Way of the Midlands is exempt from income taxes under Section 501 of the Internal Revenue Code and a similar provision of state law. However, the Organization is subject to federal income tax on any unrelated business taxable income. The Organization files tax returns in the U.S. federal jurisdiction. |
| SCHEDULE D, PART V, LINE 4 | ENDOWMENT FUNDS ARE USED TO SUPPORT THE MISSION OF THE ORGANIZATION AND INTENDED USE AS SPECIFIED BY THE DONOR. |
| SCHEDULE D, PART XI, LINE 4B | $1,355,262 DONOR DESIGNATIONS REPORTED AS GRANT EXPENSE ON TAX RETURN $63,278 INVESTMENT FEES NETTED WITH NET INVESTMENT INCOME REPORTED AS INVESTMENT EXPENSE ON TAX RETURN |
| SCHEDULE D, PART XII, LINE 4B | $1,355,262 DONOR DESIGNATIONS REPORTED AS GRANT EXPENSE ON TAX RETURN $63,278 INVESTMENT FEES NETTED WITH NET INVESTMENT INCOME REPORTED AS INVESTMENT EXPENSE ON TAX RETURN |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (87 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| African American Empowerment Network | |||||||
| 105 N 31st Avenue Ste 101 | Omaha | NE | 68131 | 264296811 | 501c3 | $143,750 | CIRT Allocations |
| American Red Cross Omaha Council Bluffs Metro | |||||||
| 2912 So 80th Ave | Omaha | NE | 68124 | 530196605 | 501c3 | $50,000 | CIRT Allocations |
| Big Brothers Big Sisters of the Midlands | |||||||
| 10831 Old Mill Rd Ste 400 | Omaha | NE | 68154 | 470466144 | 501c3 | $95,000 | CIRT Allocations |
| Boy Scouts Mid-America Council | |||||||
| 12401 W Maple Rd | Omaha | NE | 68164 | 470376545 | 501c3 | $100,000 | CIRT Allocations |
| Boys and Girls Clubs of the Midlands | |||||||
| 2610 Hamilton | Omaha | NE | 681311675 | 470467350 | 501c3 | $395,000 | CIRT Allocations |
| Community Alliance Rehabilitation Services | |||||||
| 4001 Leavenworth St | Omaha | NE | 681051026 | 470756970 | 501c3 | $162,610 | CIRT Allocations |
| Catholic Charities of the Archdiocese of Omaha | |||||||
| 3300 N 60 St | Omaha | NE | 68104 | 470376612 | 501c3 | $150,000 | CIRT Allocations |
| Catholic Charities Diocese of Des Moines Council B | |||||||
| 601 Grand Ave | Des Moines | IA | 50309 | 530196617 | 501c3 | $80,000 | CIRT Allocations |
| Boys Town | |||||||
| 14090 Mother Teresa Lane | Boys Town | NE | 680101010 | 470376606 | 501c3 | $25,000 | CIRT Allocations |
| Charles Drew Health Center | |||||||
| 2915 Grant Street | Omaha | NE | 68111 | 470666715 | 501c3 | $196,100 | CIRT Allocations |
| Child Saving Institute | |||||||
| 4545 Dodge St | Omaha | NE | 681323251 | 450489204 | 501c3 | $127,900 | CIRT Allocations |
| City Sprouts | |||||||
| PO BOX 31593 | Omaha | NE | 68131 | 470791737 | 501c3 | $15,000 | CIRT Allocations |
| Collective for Youth | |||||||
| 105 N 31st Avenue Ste 103 | Omaha | NE | 68131 | 274577729 | 501c3 | $10,000 | CIRT Allocations |
| College Possible | |||||||
| 900 S 74th Plaza | Omaha | NE | 68114 | 411968798 | 501c3 | $20,000 | CIRT Allocations |
| Completely KIDS | |||||||
| 2566 St Marys Ave | Omaha | NE | 68105 | 275111197 | 501c3 | $189,375 | CIRT Allocations |
| D2 Center | |||||||
| 1941 S 42nd St Ste 503 | Omaha | NE | 68105 | 464140587 | 501c3 | $23,000 | CIRT Allocations |
| Family Housing Advisory Services Inc | |||||||
| 2401 Lake St STE 201 | Omaha | NE | 68111 | 470526720 | 501c3 | $305,000 | CIRT Allocations |
| Family Inc | |||||||
| 3501 Harry Langdon Blvd Ste 150 | Council Bluffs | IA | 51503 | 510657063 | 501c3 | $30,000 | CIRT Allocations |
| Food Bank for the Heartland | |||||||
| 10525 J St | Omaha | NE | 68127 | 470637701 | 501c3 | $40,000 | CIRT Allocations |
| Friends of Iowa CASA & ICFCRB | |||||||
| 321 E 12th St 4th Floor Lucas Bu | Des Moines | IA | 50319 | 421471727 | 501c3 | $15,000 | CIRT Allocations |
| Generation Diamond Corporation | |||||||
| 4825 S 25th Street 100 | Omaha | NE | 68107 | 812162843 | 501c3 | $20,000 | CIRT Allocations |
| Girl Scouts Spirit of Nebraska | |||||||
| 2121 So 44th St | Omaha | NE | 681052800 | 470432299 | 501c3 | $50,000 | CIRT Allocations |
| Girls Incorporated of Omaha | |||||||
| 2811 No 45th St | Omaha | NE | 681044596 | 470562184 | 501c3 | $295,000 | CIRT Allocations |
| Goodwill Industries Inc | |||||||
| 4805 N 72nd Street | Omaha | NE | 681342304 | 470378996 | 501c3 | $45,000 | CIRT Allocations |
| Greater Omaha Attendance And Learning Services | |||||||
| 3215 Cuming St | Omaha | NE | 681312000 | 455608246 | 501c3 | $25,000 | CIRT Allocations |
| Habitat for Humanity of Council Bluffs | |||||||
| 1228 South Main Street | Council Bluffs | NE | 51503 | 421394987 | 501c3 | $25,000 | CIRT Allocations |
| Heart Ministry Center - Omaha | |||||||
| 2222 Binney St | Omaha | NE | 681102038 | 810614816 | 501c3 | $50,000 | CIRT Allocations |
| Heartland Family Service | |||||||
| 2101 S 42nd St | Omaha | NE | 681052911 | 470390618 | 501c3 | $700,100 | CIRT Allocations |
| Heartland Hope Mission | |||||||
| 2021 U St | Omaha | NE | 681073666 | 141869352 | 501c3 | $50,000 | CIRT Allocations |
| Hope Center Inc | |||||||
| 2200 No 20th St | Omaha | NE | 68110 | 470826512 | 501c3 | $40,000 | CIRT Allocations |
| Housing Foundation for Sarpy County | |||||||
| 8214 Armstrong Circle | Bellevue | NE | 68147 | 462348565 | 501c3 | $10,000 | CIRT Allocations |
| Intercultural Senior Center | |||||||
| 3010 R St | Omaha | NE | 68107 | 272460810 | 501c3 | $20,000 | CIRT Allocations |
| International Council for Refugees & Immigrants In | |||||||
| 6901 Dodge St Ste 104 | Omaha | NE | 68132 | 271544492 | 501c3 | $15,000 | CIRT Allocations |
| Iowa Jag Inc | |||||||
| 400 E 14th St Grimes St OFC BLDG | Des Moines | IA | 503199000 | 421492988 | 501c3 | $20,000 | CIRT Allocations |
| Iowa Legal Aid | |||||||
| 1111 9th Street Ste 230 | Des Moines | IA | 503142527 | 421079227 | 501c3 | $20,000 | CIRT Allocations |
| Jewish Federation of Omaha | |||||||
| 333 S 132nd St | Omaha | NE | 681542106 | 470384659 | 501c3 | $20,000 | CIRT Allocations |
| Kids Can Community Center | |||||||
| 4860 Q St | Omaha | NE | 68117 | 470376597 | 501c3 | $190,000 | CIRT Allocations |
| Latino Center of the Midlands | |||||||
| 4821 So 24th St | Omaha | NE | 68107 | 237208431 | 501c3 | $220,000 | CIRT Allocations |
| Legal Aid of Nebraska | |||||||
| 209 S 19th Street Suite 200 | Omaha | NE | 681021709 | 470483506 | 501c3 | $30,000 | CIRT Allocations |
| Lutheran Family Services of Nebraska Inc | |||||||
| 124 S 24th St Ste 230 | Omaha | NE | 681021246 | 237267972 | 501c3 | $511,190 | CIRT Allocations |
| MERCY HOUSING MIDWEST | |||||||
| 7421 Edna Court | LaVista | NE | 68128 | 470772351 | 501c3 | $15,000 | CIRT Allocations |
| MICAH House Corporation | |||||||
| 1415 Ave J | Council Bluffs | IA | 51501 | 421292393 | 501c3 | $70,000 | CIRT Allocations |
| Midlands Latino Community Development Corporation | |||||||
| 4923 S 24th St Ste 201 | Omaha | NE | 681072763 | 141973678 | 501c3 | $40,000 | CIRT Allocations |
| Mosaic Community Development | |||||||
| 1340 Park Ave | Omaha | NE | 68105 | 470842143 | 501c3 | $20,000 | CIRT Allocations |
| Nebraska Children's Home Society | |||||||
| 4939 So 118 St | Omaha | NE | 68137 | 470378995 | 501c3 | $50,000 | CIRT Allocations |
| Nebraska Urban Indian Health Coalition | |||||||
| 2240 Landon Ct | Omaha | NE | 68102 | 470697260 | 501c3 | $20,000 | CIRT Allocations |
| NEW VISIONS | |||||||
| 1435 N 15th St | Council Bluffs | IA | 515011133 | 421407712 | 501c3 | $45,000 | CIRT Allocations |
| No More Empty Pots | |||||||
| 1127 N 20th st | Omaha | NE | 68102 | 272427728 | 501c3 | $15,000 | CIRT Allocations |
| Omaha Healthy Kids Alliance | |||||||
| 5006 Underwood Ave | Omaha | NE | 681322236 | 205085175 | 501c3 | $15,000 | CIRT Allocations |
| Omaha Home for Boys | |||||||
| 4343 N 52nd St | Omaha | NE | 681042895 | 470376529 | 501c3 | $100,000 | CIRT Allocations |
| OneWorld Community Health Centers Inc | |||||||
| 4920 So 30th St Ste 103 | Omaha | NE | 68107 | 470548990 | 501c3 | $262,189 | CIRT Allocations |
| Partnership 4 Kids | |||||||
| 1004 Farnam St Ste 200 | Omaha | NE | 68102 | 470762798 | 501c3 | $30,000 | CIRT Allocations |
| Rebuilding Together Omaha | |||||||
| 7831 Wakeley Plaza | Omaha | NE | 68114 | 470793980 | 501c3 | $25,000 | CIRT Allocations |
| RISE | |||||||
| 3555 Farnam St Ste 235 | Omaha | NE | 68131 | 273611908 | 501c3 | $45,000 | CIRT Allocations |
| SienaFrancis House | |||||||
| 1702 Nicholas St | Omaha | NE | 68102 | 470601005 | 501c3 | $157,000 | CIRT Allocations |
| Stephen Center Inc | |||||||
| 2723 Q St | Omaha | NE | 68107 | 363363994 | 501c3 | $75,000 | CIRT Allocations |
| TeamMates - Omaha Mentoring Program | |||||||
| 6801 O St | Lincoln | NE | 68510 | 470840990 | 501c3 | $25,000 | CIRT Allocations |
| The Salvation Army-NE | |||||||
| 10755 Burt St | Omaha | NE | 681142065 | 362167910 | 501c3 | $178,000 | CIRT Allocations |
| The Simple Foundation | |||||||
| 1111 N 13th St Ste 400 | Omaha | NE | 68131 | 465272775 | 501c3 | $10,000 | CIRT Allocations |
| Together Inc of Metro Omaha | |||||||
| 1616 Cass St | Omaha | NE | 681021011 | 470589290 | 501c3 | $110,000 | CIRT Allocations |
| Urban League of Nebraska Inc | |||||||
| 3040 Lake St | Omaha | NE | 68111 | 470384575 | 501c3 | $255,000 | CIRT Allocations |
| Visiting Nurse Association | |||||||
| 12565 W Cnter Rd Ste100 | Omaha | NE | 681443810 | 470384379 | 501c3 | $464,600 | CIRT Allocations |
| Women's Center for Advancement | |||||||
| 222 S 29th St | Omaha | NE | 681313543 | 273205476 | 501c3 | $190,000 | CIRT Allocations |
| YMCA of Greater Omaha | |||||||
| 430 So 20th St | Omaha | NE | 681022506 | 470376586 | 501c3 | $240,000 | CIRT Allocations |
| Youth Emergency Services Inc | |||||||
| 2679 Farnam St Ste 205 | Omaha | NE | 681313653 | 470586898 | 501c3 | $30,000 | CIRT Allocations |
| YouTurn | |||||||
| 4344 N 34th Ave | Omaha | NE | 68111 | 812894077 | 501c3 | $15,000 | CIRT Allocations |
| Community Health Charities | |||||||
| 212 S 74th St Ste 205 | Omaha | NE | 68114 | 237162972 | 501c3 | $530,716 | CHC - Contractual |
| Legal Aid of Nebraska | |||||||
| 209 S 19th Street Suite 200 | Omaha | NE | 681021709 | 470483506 | 501c3 | $40,000 | Karnett Payout |
| Ollie Webb Center Inc | |||||||
| 1941 S 42nd St Ste 122 | omaha | NE | 681052942 | 203311641 | 501c3 | $25,000 | Karnett Payout |
| Easter Seals NE | |||||||
| 12565 W Center Rd Ste 100 | omaha | NE | 681443810 | 470457872 | 501c3 | $50,000 | Karnett Payout |
| Heartland Equine Therapeutic Riding Acdm | |||||||
| 10130 S 222nd St | gretna | NE | 68028 | 363713040 | 501c3 | $48,320 | Karnett Payout |
| Goodwill Industries Inc | |||||||
| 4805 N 72nd Street | Omaha | NE | 681342304 | 470378996 | 501c3 | $35,000 | Karnett Payout |
| Sheltering Tree Inc | |||||||
| 1323 William St | omaha | NE | 68108 | 454896566 | 501c3 | $22,100 | Karnett Payout |
| Autism Action Partnership | |||||||
| 14301 First National Bank Pkwy Ste | omaha | NE | 68154 | 206892034 | 501c3 | $30,000 | Karnett Payout |
| Nebraska Children and Families Foundation | |||||||
| 215 Centennial Mall 200 | lincoln | NE | 68508 | 911829974 | 501c3 | $200,000 | Opportunity Youth |
| Metropolitan Community College Foundation | |||||||
| PO Box 3777 | omaha | NE | 681030777 | 470596504 | 501c3 | $60,000 | Opportunity Youth |
| Family Inc | |||||||
| 3501 Harry Langdon Blvd Ste 150 | Council Bluffs | IA | 51503 | 510657063 | 501c3 | $25,000 | Book Tr Initiative |
| Millard Public Schools | |||||||
| 5606 S 147th St | omaha | NE | 68137 | 476002642 | Government | $10,000 | Book Tr Initiative |
| University of Nebraska Omaha | |||||||
| 6001 Dodge St RH211 | omaha | NE | 68182 | 470049123 | government | $50,000 | Book Tr Initiative |
| Housing Foundation for Sarpy County | |||||||
| 8214 Armstrong Circle | bellevue | NE | 68147 | 462348565 | 501c3 | $44,512 | Federal CARES Act |
| Family Housing Advisory Services Inc | |||||||
| 2401 Lake St STE 201 | omaha | NE | 68111 | 470526720 | 501c3 | $306,700 | Federal CARES Act |
| Habitat for Humanity of Omaha | |||||||
| 1701 No 24th Street | omaha | NE | 68110 | 363283625 | 501c3 | $380,000 | Federal CARES Act |
| St Vincent De Paul Society | |||||||
| 2101 Leavenworth St | omaha | NE | 68124 | 470745721 | 501c3 | $6,000 | Goodfellows |
| Youth Emergency Services Inc | |||||||
| 2679 Farnam St Ste 205 | omaha | NE | 681313653 | 470586898 | 501c3 | $7,500 | Goodfellows |
| Omaha Public Schools Foundation | |||||||
| 3861 Farnam St | omaha | NE | 68131 | 363301526 | 501c3 | $6,000 | Goodfellows |
| Family Housing Advisory Services Inc | |||||||
| 2401 Lake St STE 201 | omaha | NE | 68111 | 470526720 | 501c3 | $100,000 | Siemers grant |
| Nebraska Center for Workforce Development | |||||||
| 6001 Grover St Suite 200 | omaha | NE | 68106 | 832702323 | 501c3 | $191,450 | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 87 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| DISBURSEMENT OF FEDERAL CARES ACT FUNDS | 877 | $690,380 |
| GOODFELLOWS PROGRAM DISTRIBUTIONS | 2649 | $304,282 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | WE TRACK THE GRANT FUNDS USING A SEPARATE COST CENTER AND REQUIRE REGULAR STATUS REPORTS, BOTH FINANCIAL AND PROGRESS, FROM THE GRANTEES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHAWNA FORSBERG | ||||||||||||
| PRESIDENT/CEO | $236,100 | $0 | $28,552 | $0 | $10,281 | $0 | $26,648 | $0 | $1,017 | $0 | $302,598 | $0 |
| PAMELA SCHWALB | ||||||||||||
| COO | $149,476 | $0 | $16,216 | $0 | $4,428 | $0 | $17,837 | $0 | $14,659 | $0 | $202,616 | $0 |
| JILL SAMUELSON | ||||||||||||
| SVP-MARKETING & COMMUNICATIONS | $131,325 | $13,412 | $2,658 | $14,706 | $980 | $163,081 | ||||||
| LAURA ANN TATTEN | ||||||||||||
| SVP DONOR ENGAGEMENT | $160,798 | $0 | $0 | $0 | $2,435 | $0 | $1,308 | $0 | $14,490 | $0 | $179,031 | $0 |
| MATTHEW WALLEN | ||||||||||||
| SVP COMMUNITY IMPACT/ANALYTICS | $139,462 | $0 | $11,668 | $0 | $1,309 | $0 | $3,769 | $0 | $986 | $0 | $157,194 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | AS PART OF THE HEALTH AND WELLNESS PROGRAM, THE ORGANIZATION PROVIDES A SINGLE MEMBERSHIP TO THE YMCA FOR ALL EMPLOYEES IF THEY CHOOSE TO PARTICIPATE. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,244,190 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCH M, PART II | FormAndLineReferenceDesc |
| Explanation | The number of contributions reported on Schedule M, Part I, line 9, column B is based on the number of contributions received and not the number of items received. The only noncash contributions were publicly traded securities. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | IT IS POSSIBLE THAT THEY CONDUCT BUSINESS WITH EACH OTHER, BUT NOT IN THE CONTEXT OF THE UNITED WAY. THE ORGANIZATION ASKS THE BOARD TO DISCLOSE ANY CONFLICTS OF INTEREST AT THE END OF EACH MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS DISTRIBUTED TO THE FINANCE COMMITTEE BEFORE FILING. IT IS REVIEWED AND APPROVED BY BOTH THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE END OF EACH BOARD EXECUTIVE OR COMMITTEE MEETING EVERYONE IS ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST. OUR CODE OF ETHICS, WHICH MUST BE SIGNED ANNUALLY BY ALL THE BOARD MEMBERS AND STAFF, REQUIRES ABSTENTION FROM VOTING ON ANY ISSUES THAT WOULD RESULT IN A CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE ORGANIZATION HAS AN EXECUTIVE COMPENSATION COMMITTEE MADE UP OF KEY MEMBERS OF THE EXECUTIVE COMMITTEE. THE UNITED WAY UTILIZES REPORTS FROM INDEPENDENT OUTSIDE SOURCES, INCLUDING UNITED WAY WORLDWIDE AND THE NONPROFIT ASSOCIATION OF THE MIDLANDS, TO PROVIDE COMPARABLE SALARY DATA FOR SENIOR STAFF TO PRESENT AT THE COMMITTEE MEETING. DETAILED MINUTES ARE TAKEN AND SIGNED OFF ON BY THE COMMITTEE MEMBERS THAT ATTEND THE MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15B | THE ORGANIZATION HAS AN EXECUTIVE COMPENSATION COMMITTEE MADE UP OF KEY MEMBERS OF THE EXECUTIVE COMMITTEE. THE UNITED WAY UTILIZES REPORTS FROM INDEPENDENT OUTSIDE SOURCES, INCLUDING UNITED WAY WORLDWIDE AND THE NONPROFIT ASSOCIATION OF THE MIDLANDS, TO PROVIDE COMPARABLE SALARY DATA FOR SENIOR STAFF TO PRESENT AT THE COMMITTEE MEETING. DETAILED MINUTES ARE TAKEN AND SIGNED OFF ON BY THE COMMITTEE MEMBERS THAT ATTEND THE MEETING. |
| FORM 990, PART VI, SECTION C, LINE 19 | ON OUR WEBSITE, ON OTHER WEBSITES, AND UPON REQUEST. |
| FORM 990, PART IX, LINE 24E | OTHER EXPENSES MANAGEMENT PROGRAM & GENERAL FUNDRAISING --------- -------------- ------------- POSTAGE & SHIPPING 7,584 181 6.835 DUES & SUBSCRIPTIONS 22,547 435 12,458 --------- -------------- ------------- TOTAL OTHER EXPENSES 30,131 616 19,293 |
| FORM 990, PART III, LINE 2 | EFFECTIVE JULY 2020, UNITED WAY OF THE MIDLANDS AGREED TO PROVIDE SERVICES TO THE NEBRASKA DEPARTMENT OF LABOR (NDOL) REGARDING IMPLEMENTATION AND OPERATION OF THE JAG MODEL IN NEBRASKA. THIS PROGRAM ESTABLISHED JAG ACCREDITED PROGRAMS AT NEBRASKA SCHOOLS (APPROVED IN ADVANCE BY NDOL) WITH THE PURPOSE OF HELPING JUNIOR HIGH AND HIGH SCHOOL STUDENTS OVERCOME OBSTACLES AND BUILD SKILLS SO THEY ARE SET UP FOR SUCCESS IN THE CLASSROOM AND WORKPLACE. THIS PROGRAM IS FUNDED IN LARGE PART BY AN AGREEMENT WITH NDOL CONSISTING OF FUNDS PROVIDED THROUGH THE UNITED STATES DEPARTMENT OF LABOR AND TEMPORARY ASSISTANCE FOR NEEDY FAMILIES (TANF) FUNDS THROUGH THE UNITED STATES DEPARTMENT OF HEALTH AND HUMAN SERVICES. EFFECTIVE NOVEMBER 2020, UNITED WAY OF THE MIDLANDS (UWM) ENTERED INTO AN AGREEMENT WITH THE OMAHA WORLD HERALD TO TRANSFER RESPONSIBILITY OF THE GOODFELLOWS PROGRAM TO UWM. ALL ASSETS, LIABILITIES AND ADMINISTRATION OF THE PROGRAM WERE TRANSFERRED WITH UWM ASSUMING FULL RESPONSIBILITY OF ALL FUNDRAISING AND PROGRAMMING DUTIES RELATED TO THE GOODFELLOWS PROGRAM. GOODFELLOWS WAS ESTABLISHED IN THE 1890'S TO HELP THOSE IN OUR COMMUNITY WHO HAD FALLEN ON HARD TIMES, INCLUDING PEOPLE BETWEEN JOBS, THE ELDERLY, THE ILL, THOSE WHO HAVE EXPERIENCED ABUSE AND THOSE FACING A PERSONAL CRISIS WITH NOWHERE ELSE TO TURN. IN PARTNERING WITH GOODFELLOWS, UWM WILL CONTINUE TO HELP INDIVIDUALS AND FAMILIES STAY IN THEIR HOMES, PUT FOOD ON THE TABLE AND KEEP THE LIGHTS AND HEAT ON DURING THESE DIFFICULT TIMES. |
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