2019-02-08T16:52:25-06:00 2018-06-30 BKD LLP 1248 O STREET STE 1040 LINCOLN NE 685081461 990 2017-07-01 470376605 UNITED WAY OF THE MIDLANDS % JEAN HRDLICKA UNIT 4023428232 2201 FARNAM STREET OMAHA NE 68102 DR PAMELA G SCHWALB COO 2019-05-15 true KRISTIN TYNON P01063388 4024737600 2019-05-15 76.84.204.63 47008420190395000001 2019-02-08 P 0E73408C17B659B1504FB7592FA1534493049A73 71C2EF56C2A364DD46770B4DF2218DB6BCBB0C88 2017 2019-02-21 02:37:17Z SHAWNA FORSBERG 2201 FARNAM STREET OMAHA NE 68102 19338410 false X WWW.UNITEDWAYMIDLANDS.ORG X 1923 NE TO IMPACT POVERTY, WE FOCUS THE EFFORTS OF MANY TO HELP OUR NEIGHBORS STAND STRONG BY ADDRESSING BASIC NEEDS, AND FOSTERING SUCCESS IN THE CLASSROOM AND THE WORKPLACE. 20 20 79 6500 0 3050 18405621 17010544 573478 380086 278996 422672 0 0 19258095 17813302 15723404 11856093 0 0 4850902 3963341 0 0 1740163 1608744 1726285 22183050 17545719 -2924955 267583 24370635 21219310 14766329 11268182 9604306 9951128 X UNITED WAY OF THE MIDLANDS MISSION IS TO IMPACT POVERTY BY FOCUSING THE EFFORTS OF MANY TO HELP OUT NEIGHBORS STAND STRONG - BY ADDRESSING BASIC NEEDS, AND FOSTERING SUCCESS IN THE CLASSROOM AND THE WORKPLACE. false false 13209043 11856093 216023 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. 1059674 ANALYTICS AND PERFORMANCE - ENSURE DOLLARS ARE INVESTED WISELY AND THE EXPECTED RESULTS OF THAT INVESTMENT ARE ACHIEVED. PROGRAMS RECEIVING COMMUNITY INVESTMENT ARE REQUIRED TO REPORT EVERY 6 MONTHS TO DEMONSTRATE PROGRESS TOWARD THEIR EXPECTED OUTCOMES. 992125 182515 INFORMATION AND REFERRAL - WHEN A CALLER DIALS 2-1-1, THEY FIND EASY ACCESS TO HEALTH AND HUMAN SERVICE PROGRAMS IN ALL COUNTIES IN NEBRASKA AND 8 COUNTIES IN IOWA. CERTIFIED RESOURCE SPECIALISTS DEVELOP AND MAINTAIN A COMPUTERIZED COMPREHENSIVE DATABASE OF NEARLY 4,000 HEALTH AND HUMAN SERVICE PROGRAMS. INDIVIDUALS WHO NEED HELP, OFTEN IN CRISIS SITUATIONS, ARE CONNECTED WITH THE RIGHTCOMMUNITY RESOURCES BY CERTIFIED INFORMATION AND REFERRAL SPECIALISTS WHO USE THE VAST DATABASE. THE 2-1-1 COMMUNITY RESOURCEDIRECTORY IS AVAILABLE IN HARD COPY, ON THE ORGANIZATION WEBSITE, ON CD ROM, AND ON DISK. IN ADDITION, BROCHURES TARGETED TO SERVICESIN SPECIFIC GEOGRAPHIC AREAS IN THE METROPOLITAN OMAHA AREA ARE AVAILABLE. THE INFORMATION GATHERED HELPS TO IDENTIFY GAPS IN LOCAL HUMAN SERVICES, WHICH CAN ASSIST LOCAL POLICY MAKERS WITH FUTURE PLANNING EFFORTS. THE ACCREDITED 2-1-1 CALL CENTER IS PROVIDING LEADERSHIP ON THE DEVELOPMENT AND IMPLEMENTATION OF A STATEWIDE INFORMATION REFERRAL SYSTEM THAT CAN BE ACCESSED BY THE THREE-DIGIT CALLING CODE, 2-1-1, MONDAY TO FRIDAY 7 AM TO 8 PM AND SATURDAY 8 AM TO 5 PM. THE RESOURCE/CALL CENTER IS PART OF THE PARTNERSHIP THAT SPONSORS THE STATEWIDE WEBSITE, WWW.NE211.ORG. COURT REFERRAL - PROVIDES AN ALTERNATIVE TO INCARCERATION FOR OFFENDERS & VOLUNTEERISM - LINKS PROSPECTIVE VOLUNTEERS WITH LOCAL NONPROFIT ORGANIZATIONS THAT NEED THE HELP. 478272 77426 TOTAL FOR BOTH OTHER PROGRAMS 478272 77426 15739114 true true false true false false false false false true true true false false false true true false false false false false false false false false false true false true false false false false false false false false true false false false false false false false false true 20 0 true 79 true true true false false false false false false false false false X 20 20 true false false false false false false true true false false true true true true true true true true false X X X JEAN HRDLICKA 4025227938 2201 FARNAM STREET OMAHA NE 68102 X RAFAEL DORADOR MEMBER 1.0 0.0 X 0 0 0 JOEL FALK TREASURER 1.0 0.0 X X 0 0 0 MARK FOXALL MEMBER 1.0 0.0 X 0 0 0 KATHY GERBER MEMBER 1.0 0.0 X 0 0 0 MARY HAWKINS MEMBER 1.0 0.0 X 0 0 0 TERRY KROEGER MEMBER 1.0 0.0 X 0 0 0 JESSICA PATE MEMBER 1.0 0.0 X 0 0 0 DAN O'NEILL CHAIR 1.0 0.0 X X 0 0 0 JOY STEIN MEMBER 1.0 0.0 X 0 0 0 TIM BURKE MEMBER 1.0 0.0 X 0 0 0 CAMERON BURT MEMBER 1.0 0.0 X 0 0 0 JERRY CROUSE MEMBER 1.0 0.0 X 0 0 0 MICHAEL GEARY MEMBER 1.0 0.0 X 0 0 0 DAN WATERS SECRETARY 1.0 0.0 X X 0 0 0 OTHELLO MEADOWS MEMBER 1.0 0.0 X 0 0 0 SUSAN COURTNEY MEMBER 1.0 0.0 X 0 0 0 GAIL DEBOER MEMBER 1.0 0.0 X 0 0 0 SHERRYE HUTCHERSON MEMBER 1.0 0.0 X 0 0 0 STEVE KANIEWSKI MEMBER 1.0 0.0 X 0 0 0 CORY SHAW MEMBER 1.0 0.0 X 0 0 0 SHAWNA FORSBERG PRESIDENT/CEO 45.0 0.0 X 210422 0 40406 PAMELA SCHWALB SVP - FINANCE & ADMINISTRATION 45.0 0.0 X 150126 0 23253 JOANNA MURRAY SVP-COMMUNITY IMPACT&ANALYTICS 40.0 0.0 X 132407 0 26829 JILL SAMUELSON SVP-MARKETING & COMMUNICATIONS 40.0 0.0 X 110614 0 1269 603569 0 91757 4 false true false 0 0 0 104611 16905933 1336590 17010544 Contract Fees 561000 149231 149231 Donor Designation Fees 900099 216023 216023 Miscellaneous Income 561000 14832 14832 380086 271654 271654 0 0 0 0 0 1676126 1525108 151018 151018 151018 0 0 0 0 0 0 0 0 0 0 17813302 380086 422672 X 11856093 11856093 0 0 0 457303 297247 9146 150910 0 2756857 1890930 23261 842666 188726 134621 1402 52703 321838 227515 2798 91525 238617 162017 2452 74148 0 0 46925 30501 939 15485 0 0 57985 37690 1160 19135 353635 243628 3670 106337 91653 73104 1485 17064 18689 11778 321 6590 0 0 314897 204683 6298 103916 28791 14611 174 14006 0 122583 96789 1777 24017 0 172059 111839 3441 56779 192594 125186 3852 63556 41600 28530 747 12323 Printing & Publications 75334 58075 871 16388 Equipment Rental & Maintenance 63854 44175 1125 18554 Awards & Gifts 43168 23896 119 19153 Telephone 27376 22181 297 4898 75142 44025 1107 30010 17545719 15739114 66442 1740163 X 3675300 828658 0 0 7652443 6718880 225704 199657 0 0 0 0 0 0 0 0 88990 72147 2277129 671266 1690241 1605863 8868088 9528569 2169869 2265536 0 0 0 0 0 0 24370635 21219310 666634 630516 13426088 9963137 673607 674529 0 0 0 0 0 0 0 0 0 0 0 0 14766329 11268182 X 4687566 5167711 1567696 1434373 3349044 3349044 9604306 9951128 24370635 21219310 267583 79239 X false true X true false X 22719403 22138917 21385602 18405621 17010544 101660087 0 0 22719403 22138917 21385602 18405621 17010544 101660087 10756116 90903971 99883 116477 114711 104096 271654 706821 0 614514 666429 1769377 573478 380086 4003884 106370792 0.85459 0.87845 X false true false true 39 false false true 110 false false 149 false SCHEDULE C, PART II-B, LINES 1B, 1D & 1G LOBBYING ACTIVITIES CONSIST OF EMPLOYEE TIME FOR CORRESPONDENCE WITH LEGISLATURES REGARDING SOCIAL WELFARE ISSUES. 5938617 146981 40912 6044686 8602744 215030 521841 2357316 5938617 6873698 2127398 -8356 222410 167586 8602744 6982412 194018 54948 220471 137209 6873698 5999155 410079 750055 176877 6982412 0.40100 0.55410 0.04490 true true true 1281181 175766 1105415 403981 107624 296357 591967 387876 204091 1605863 BENEFICIAL INTEREST-OCF FUNDS 2265536 F 2265536 0 0 X 15884485 79239 266020 -2274076 -1928817 17813302 17813302 15537663 266020 266020 15271643 2274076 2274076 17545719 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 X, LINE 2 THE UNITED WAY OF THE MIDLANDS IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT IS NOT IDENTIFIED BY THE INTERNAL REVENUE SERVICE (IRS) AS A PRIVATE FOUNDATION. THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. AT JUNE 30, 2018 THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX RETURNS (FORM 990) FOR 2015, 2016, AND 2017 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. SCHEDULE D, PART XI, LINE 2D $(2,274,076) DONOR DESIGNATIONS REPORTED AS GRANT EXPENSE ON TAX RETURN SCHEDULE D, PART XII, LINE 4B $2,274,076 DONOR DESIGNATIONS REPORTED AS GRANT EXPENSE ON TAX RETURN true African American Empowerment Network 105 N 31st Avenue Ste 101 Omaha NE 68131 264296811 501c3 152800 General Support American Red Cross Omaha Council Bluffs Metro 2912 So 80th Ave Omaha NE 68124 530196605 501c3 80000 General Support Big Brothers Big Sisters of the Midlands 10831 Old Mill Rd Ste 400 Omaha NE 68154 470466144 501c3 140000 General Support Boys and Girls Clubs of the Midlands 2610 Hamilton Omaha NE 681311675 470467350 501c3 545000 General Support Boys Town 14090 Mother Teresa Boys Town NE 68010 470376606 501c3 60000 General Support Catholic Charities Diocese of Des Moines Council B 601 Grand Ave Des Moines IA 50309 530196617 501c3 89600 General Support Catholic Charities of the Archdiocese of Omaha 3300 N 60 St Omaha NE 68104 470376612 501c3 211000 General Support Charles Drew Health Center 2915 Grant Street Omaha NE 68111 470666715 501c3 171000 General Support Child Saving Institute 4545 Dodge St Omaha NE 681323251 450489204 501c3 171600 General Support City Sprouts PO BOX 31593 Omaha NE 68131 470791737 501c3 13000 General Support Collective for Youth 105 N 31st Avenue Ste 103 Omaha NE 68131 274577729 501c3 180884 General Support College Possible 900 S 74th Plaza Omaha NE 68114 411968798 501c3 25200 General Support Community Alliance Rehabilitation Services 4001 Leavenworth St Omaha NE 681051026 470756970 501c3 162200 General Support Completely KIDS 2566 St Marys Ave Omaha NE 68105 275111197 501c3 232000 General Support Council Bluffs Senior Center 714 S Main St Council Bluffs IA 51503 421174208 501c3 43000 General Support D2 Center 1941 S 42nd St Ste 503 Omaha NE 68105 464140587 501c3 24000 General Support Defy Ventures 3555 Farnam St Ste 235 Omaha NE 68131 470645958 501c4 40000 General Support Family Housing Advisory Services Inc 2401 Lake St STE 201 Omaha NE 68111 470526720 501c5 402000 General Support Family Inc 3501 Harry Langdon Blvd Ste 150 Council Bluffs IA 51503 510657063 501c6 120500 General Support Girl Scouts Spirit of Nebraska 2121 So 44th St Omaha NE 681052800 470432299 501c3 115000 General Support Girls Incorporated of Omaha 2811 No 45th St Omaha NE 681044596 470562184 501c3 402000 General Support Goodwill Industries Inc 4805 N 72nd Street Omaha NE 681342304 470378996 501c3 36000 General Support Greater Omaha Attendance and Learning Services 3215 Cuming St Omaha NE 681312000 455608246 501c3 20000 General Support Heart Ministry Center Inc 2222 Binney St Omaha NE 681102038 810614816 501c3 37500 General Support Heartland Family Service 2101 S 42nd St Omaha NE 681052911 470390618 501c3 824200 General Support Heartland Hope Mission 2021 U St Omaha NE 681073666 141869352 501c3 43200 General Support HELP Adult Services 1941 S 42nd St Ste 200 Omaha NE 68105 363412688 501c3 10000 General Support Hope Center Inc 2200 No 20th St Omaha NE 68110 470826512 501c3 44000 General Support Intercultural Senior Center 3010 R St Omaha NE 68107 272460810 501c3 20000 General Support Iowa Jag Inc 400 E 14th St Des Moines IA 503199000 421492988 501c3 25750 General Support Iowa Legal Aid 1111 9th St Ste 230 Des Moines IA 50314 421079227 501c3 17500 General Support Jewish Federation of Omaha 333 S 132nd St Omaha NE 681542106 470384659 501c3 14000 General Support Kids Can Community Center 4860 Q St Omaha NE 68117 470376597 501c3 187000 General Support Latino Center of the Midlands 4821 So 24th St Omaha NE 68107 237208431 501c3 207000 General Support Legal Aid of Nebraska 209 S 19th ST STE 200 Omaha NE 68102 470483506 501c3 37500 General Support Lutheran Family Services of Nebraska Inc 124 S 24th St Ste 230 Omaha NE 681021246 237267972 501c3 657200 General Support Mercy Housing Midwest 7421 Edna Court LaVista NE 68128 470772351 501c3 15000 General Support MICAH House Corporation 1415 Ave J Council Bluffs IA 51501 421292393 501c3 81500 General Support Midlands Latino Community Development 4923 S 24th St Ste 201 Omaha NE 68107 141973678 501c3 20000 General Support Mosaic Community Development 1340 Park Ave Omaha NE 68105 470842143 501c3 12500 General Support Nebraska Children's Home Society 4939 So 118 St Omaha NE 68137 470378995 501c3 110000 General Support Nebraska Urban Indian Health Coalition 2240 Landon Ct Omaha NE 68102 470697260 501c3 20000 General Support New Visions 1435 N 15th St Council Bluffs IA 51501 421407712 501c3 15000 General Support No More Empty Pots 1127 N 20th st Omaha NE 68102 272427728 501c4 20000 General Support Omaha Healthy Kids Alliance 5006 Underwood Ave Omaha NE 681322236 205085175 501c3 25000 General Support Omaha Home for Boys 4343 N 52nd St Omaha NE 681042895 470376529 501c3 126800 General Support OneWorld Community Health Centers Inc 4920 So 30th St Ste 103 Omaha NE 68107 470548990 501c3 372400 General Support Partnership 4 Kids 1004 Farnam St Ste 200 Omaha NE 68102 470762798 501c3 23000 General Support Rebuilding Together Omaha 7831 Wakeley Plaza Omaha NE 68114 470793980 501c3 30000 General Support SienaFrancis House 1702 Nicholas St Omaha NE 68102 470601005 501c3 198600 General Support Stephen Center Inc 2723 Q St Omaha NE 68107 363363994 501c3 94000 General Support TeamMates - Omaha Mentoring Program 6801 O St Lincoln NE 68510 470840990 501c3 20000 General Support The Salvation Army-NE 10755 Burt St Omaha NE 681142065 362167910 501c3 201200 General Support Together Inc of Metro Omaha 1616 Cass St Omaha NE 681021011 470589290 501c3 85000 General Support Urban League of Nebraska Inc 3040 Lake St Omaha NE 68111 470384575 501c3 363950 General Support Visiting Nurse Association 12565 W Cnter Rd Ste 100 Omaha NE 68144 470384379 501c3 516100 General Support Women's Center for Advancement 222 S 29th St Omaha NE 681313543 273205476 501c3 216200 General Support YMCA of Greater Omaha 430 So 20th St Omaha NE 681022506 470376586 501c3 172000 General Support Youth Emergency Services Inc 2679 Farnam St Ste 205 Omaha NE 681313653 470586898 501c3 25000 General Support Ollie Webb Center Inc 1941 S 42nd St Ste 122 Omaha NE 681052942 470399179 501c3 25000 General Support Legal Aid of Nebraska 209 S 19th St STE 200 Omaha NE 68102 470483506 501c3 45000 General Support Easter Seals Society of Nebraska 12565 W Center Rd Ste 100 Omaha NE 68144 470457872 501c3 90000 General Support Munroe Meyer Institute 984450 Nebraska Med Ctr Omaha NE 68198 999999999 501c3 24768 General Support Family Housing Advisory Services Inc 2401 Lake St STE 201 Omaha NE 68111 470526720 501c3 80000 General Support Community Health Charities 212 S 74th St Ste 205 Omaha NE 68114 237162972 501c3 603208 GENERAL SUPPORT Labor United 6910 Pacific St Ste 450 Omaha NE 68106 461574082 501c3 143600 GENERAL SUPPORT Book Trust 789 Sherman St STE 300A Denver CO 80203 470379839 501c3 194895 Books for schools Nebraska Children and Families Society 215 Centennial Mall 200 Lincoln NE 68508 470378995 501c3 60000 GENERAL SUPPORT 64 4 SCHEDULE I, PART I, LINE 2 WE TRACK THE GRANT FUNDS USING A SEPARATE COST CENTER AND REQUIRE REGULAR STATUS REPORTS, BOTH FINANCIAL AND PROGRESS, FROM THEGRANTEES. X true true X X X false false false false false false false false false SHAWNA FORSBERG PRESIDENT/CEO 209717 0 705 22000 18406 250828 JOANNA MURRAY SVP-COMMUNITY IMPACT&ANALYTICS 131150 0 1257 13926 12903 159236 PAMELA SCHWALB SVP - FINANCE & ADMINISTRATION 148864 0 1262 15211 8042 173379 SCHEDULE J, PART I, LINE 1A 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. X 14 1336590 FMV false false false 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 5,412 136 5,771 Employee Relations 16,753 514 8,564 Professional Development 9,559 159 8,366 Dues & Subscriptions 12,301 298 7,309 --------- ------------ ----------- TOTAL OTHER EXPENSES 44,025 1,107 30,010 FORM 990, PART V, LINE 3A & 3B FORM 990-T IS BEING FILED IN CONNECTION WITH PARKING BENEFITS PROVIDED TO EMPLOYEES ONLY. AS SUCH, THERE ARE NO AMOUNTS SHOWN AS UNRELATED BUSINESS REVENUE ON PART VIII, STATEMENT OF REVENUE, ON THE FORM 990.