2017-11-14T16:04:42-06:00 2017-06-30 BKD LLP 1248 O STREET STE 1040 LINCOLN NE 685081461 990 2016-07-01 470376605 UNITED WAY OF THE MIDLANDS % JEAN HRDLICKA UNIT 4023428232 2201 FARNAM STREET OMAHA NE 68102 DR PAMELA G SCHWALB COO 2018-11-15 true KRISTIN TYNON P01063388 4024737600 2018-11-15 167.68.126.162 47008420173185000007 2017-11-14 P 48587C15F4245040B835D6F999D60DAEBC45A7F9 57E7733C040760F8D60A03F4ABC0F69373066B9F 2016 2017-02-10 21:41:12Z SHAWNA FORSBERG 2201 FARNAM STREET OMAHA NE 68102 24088442 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. 19 19 92 6000 0 21385602 18405621 572626 573478 1309612 278996 0 0 23267840 19258095 17165415 15723404 0 0 4674406 4850902 0 0 2601740 1817782 1608744 23657603 22183050 -389763 -2924955 28151532 24370635 15406587 14766329 12744945 9604306 X UNITED WAY OF THE MIDLANDS ENGAGES THE PASSION AND RESOURCES OF OUR NEIGHBORS AND COMMUNITY PARTNERS TO IMPROVE PEOPLES LIVES. WE HELP THOSE WHO NEED IT MOST, AND CREATE POSITIVE CHANGE FOR THE GENERATIONS TO COME. false false 16922394 15625172 357105 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. 927321 5000 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. 1051803 190770 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, 365 DAYS A YEAR, 24 HOURS A DAY. THE RESOURCE/CALL CENTER IS PART OF THE PARTNERSHIP THAT SPONSORS THE STATEWIDE WEBSITE, WWW.NE211.ORG. THIS SYSTEM WILL EVENTUALLY BECOME PART OF A NATIONWIDE NETWORK. COURT REFERRAL - PROVIDES AN ALTERNATIVE TO INCARCERATION FOR OFFENDERS & VOLUNTEERISM - LINKS PROSPECTIVE VOLUNTEERS WITH LOCAL NONPROFIT ORGANIZATIONS THAT NEED THE HELP. 361369 20603 TOTAL FOR BOTH OTHER PROGRAMS 361369 20603 19262887 true true false true false false false false false true true true false false false true false true 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 true false false false true 18 0 true 92 true false false false false false false false false false false X 19 19 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 LANCE FRITZ MEMBER 1.0 0.0 X X 0 0 0 SARA BOYD MEMBER 1.0 0.0 X 0 0 0 RAFAEL DORADOR MEMBER 1.0 0.0 X 0 0 0 JOEL FALK TREASURER 1.0 1.0 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 JERRY BYERS MEMBER 1.0 0.0 X 0 0 0 MARY HAWKINS CHAIR 1.0 0.0 X X 0 0 0 TERRY KROEGER MEMBER 1.0 0.0 X 0 0 0 RODRIGO LOPEZ MEMBER 1.0 1.0 X 0 0 0 JESSICA PATE MEMBER 1.0 0.0 X 0 0 0 DAN O'NEILL VICE 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 SHAWNA FORSBERG PRESIDENT/CEO 45.0 5.0 X 231360 0 40842 PAMELA SCHWALB COO 45.0 1.0 X 160922 0 24026 ANNE HERMAN SVP - ANALYTICS & PERFORMANCE 40.0 0.0 X 162453 0 34049 JOANNA MURRAY SVP - COMMUNITY IMPACT 40.0 0.0 X 144324 0 26529 MELISSA MARVIN SVP - RESOURCE DEVELOPMENT 40.0 0.0 X 155365 0 10503 854424 0 135949 5 false true false 0 0 621841 70609 17713171 1495553 18405621 Contract Fees 561000 201458 201458 Donor Designation Fees 900099 357105 357105 Miscellaneous Income 561000 14915 14915 573478 104096 104096 0 0 0 0 0 5005247 4830347 174900 174900 174900 0 0 0 0 0 0 0 0 0 0 19258095 573478 278996 X 15723404 15723404 0 0 0 618980 397822 22116 199042 0 3313442 1979677 16892 1316873 195271 124638 323 70310 437110 275720 3074 158316 286099 169309 2808 113982 0 0 30906 5792 17664 7450 0 0 31144 5837 17800 7507 267623 50157 152955 64511 133547 4111 10899 118537 25885 243 9090 16552 0 0 314271 182431 6285 125555 33583 6066 9792 17725 0 92555 17943 2572 72040 0 202692 117272 4003 81417 181039 105091 3621 72327 23324 17562 275 5487 Printing & Publications 82931 2852 3190 76889 EQUIP RENTAL & MAINTENANCE 58550 36789 968 20793 Awards & Gifts 26047 2444 2355 21248 Telephone 29236 21120 322 7794 75411 16607 31419 27385 22183050 19262887 318423 2601740 X 3263247 3675300 0 0 9175334 7652443 101756 225704 0 0 0 0 0 0 0 0 130112 88990 2168914 478673 1819877 1690241 5058462 8868088 8602744 2169869 0 0 0 0 0 0 28151532 24370635 514602 666634 14225429 13426088 666556 673607 0 0 0 0 0 0 0 0 0 0 0 0 15406587 14766329 X 7607796 4687566 1788105 1567696 3349044 3349044 12744945 9604306 28151532 24370635 X -2924955 22066 -237750 X false true X true false X 22775628 22719403 22138917 21385602 18405621 107425171 0 0 22775628 22719403 22138917 21385602 18405621 107425171 8737146 98688025 87209 99883 116477 114711 104096 522376 0 772515 614514 666429 1769377 573478 4396313 112343860 0.87845 0.90132 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false true 50 false false true 374 false false 424 false SCHEDULE C, PART II-B, LINES 1B, 1D & 1G LOBBYING ACTIVITIES CONSIST OF EMPLOYEE TIME FOR CORRESPONDENCE WITH LEGISLATURES REGARDING SOCIAL WELFARE ISSUES. 8602744 215030 521841 2357316 5938617 6873698 2127398 -8356 222410 167586 8602744 6982412 194018 54948 220471 137209 6873698 5999155 410079 750055 176877 6982412 5569829 324684 416571 239059 72870 5999155 0.41510 0.56390 0.02100 true true true 1281181 111707 1169474 396004 68297 327707 491729 298669 193060 1690241 BENEFICIAL INTEREST-OCF FUNDS 2169869 F 2169869 0 0 X 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 AND THE UNITED WAY OF THE MIDLANDS FOUNDATION ARE NOT-FOR-PROFIT ORGANIZATIONS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEY ARE NOT IDENTIFIED BY THE INTERNAL REVENUE SERVICE AS PRIVATE FOUNDATIONS. THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. AT JUNE 30, 2017 THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX RETURNS (FORM 990) FOR 2014, 2015, AND 2016 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. true Heartland Family Service 2101 S 42nd St Omaha NE 681052911 470390618 501c3 1078900 General Support Lutheran Family Services of Nebraska Inc 124 S 24th St Ste 230 Omaha NE 681021246 237267972 501c3 843700 General Support Boys and Girls Clubs of the Midlands 2610 Hamilton Omaha NE 681311675 470467350 501c3 715200 General Support Visiting Nurse Association 12565 W Cnter Rd Ste100 Omaha NE 681443810 470384379 501c3 701800 General Support Family Housing Advisory Services Inc 2401 Lake St STE 201 Omaha NE 68111 470526720 501c3 514000 General Support Girls Incorporated of Omaha 2811 No 45th St Omaha NE 681044596 470562184 501c3 496600 General Support Urban League of Nebraska Inc 3040 Lake St Omaha NE 68111 470384575 501c3 487900 General Support YMCA of Greater Omaha 430 So 20th St Omaha NE 681022506 470376586 501c3 482800 General Support OneWorld Community Health Centers Inc 4920 So 30th St Ste 103 Omaha NE 68107 470548990 501c3 438300 General Support Catholic Charities of the Archdiocese of Omaha 3300 N 60 St Omaha NE 68104 470376612 501c3 418300 General Support The Salvation Army-NE 10755 Burt St Omaha NE 681142065 362167910 501c3 353900 General Support SienaFrancis House 1702 Nicholas St Omaha NE 68102 470601005 501c3 307100 General Support Women's Center for Advancement 222 S 29th St Omaha NE 681313543 273205476 501c3 288700 General Support Completely KIDS 2566 St Marys Ave Omaha NE 68105 275111197 501c3 286600 General Support Charles Drew Health Center 2915 Grant Street Omaha NE 68111 470666715 501c3 275800 General Support Latino Center of the Midlands 4821 So 24th St Omaha NE 68107 237208431 501c3 274700 General Support Kids Can Community Center 4860 Q St Omaha NE 68117 470376597 501c3 225200 General Support Child Saving Institute 4545 Dodge St Omaha NE 681323251 450489204 501c3 210400 General Support African American Empowerment Network 105 N 31st Avenue Ste 101 Omaha NE 68131 264296811 501c3 210000 General Support Big Brothers Big Sisters of the Midlands 10831 Old Mill Rd Ste 400 Omaha NE 68154 470466144 501c3 191000 General Support Omaha Home for Boys 4343 N 52nd St Omaha NE 681042895 470376529 501c3 175000 General Support Community Alliance Rehabilitation Services 4001 Leavenworth St Omaha NE 681051026 470756970 501c3 163537 General Support Girl Scouts Spirit of Nebraska 2121 So 44th St Omaha NE 681052800 470432299 501c3 151900 General Support American Red Cross Omaha Council Bluffs Metro 2912 So 80th Ave Omaha NE 68124 530196605 501c3 150000 General Support Stephen Center Inc 2723 Q St Omaha NE 68107 363363994 501c3 147500 General Support Nebraska Children's Home Society 4939 So 118 St Omaha NE 68137 470378995 501c3 108700 General Support Catholic Charities Diocese of Des Moines Council B 601 Grand Ave Des Moines IA 50309 530196617 501c3 100000 General Support MICAH House Corporation 1415 Ave J Council Bluffs IA 51501 421292393 501c3 100000 General Support Together Inc of Metro Omaha 1616 Cass St Omaha NE 681021011 470589290 501c3 92000 General Support Council Bluffs Senior Center 714 S Main St Council Bluffs IA 51503 421174208 501c3 80000 General Support Refugee Empowerment Center 3610 Dodge St Ste 100 Omaha NE 681313218 911778118 501c3 77100 General Support Boys Town 14090 Mother Teresa Lane Boys Town NE 680101010 470376606 501c3 70000 General Support Literacy Center for the Midlands 324 S 72nd St Omaha NE 68114 470688932 501c3 70000 General Support Hope Center Inc 2200 No 20th St Omaha NE 68110 470826512 501c3 55000 General Support Heartland Hope Mission 2021 U St Omaha NE 681073666 141869352 501c3 55000 General Support Omaha Healthy Kids Alliance 5006 Underwood Ave Omaha NE 681322236 205085175 501c3 50000 General Support Family Inc 3501 Harry Langdon Blvd Ste 150 Council Bluffs IA 51503 510657063 501c3 50000 General Support Goodwill Industries Inc 4805 N 72nd Street Omaha NE 681342304 470378996 501c3 50000 General Support Nebraska Urban Indian Health Coalition 2240 Landon Ct Omaha NE 68102 470697260 501c3 50000 General Support Rebuilding Together Omaha 7831 Wakeley Plaza Omaha NE 68114 470793980 501c3 50000 General Support Youth Emergency Services Inc 2679 Farnam St Ste 205 Omaha NE 681313653 470586898 501c3 40000 General Support College Possible 900 S 74th Plaza Omaha NE 68114 411968798 501c3 35000 General Support Greater Omaha Attendance and Learning Services 3215 Cuming St Omaha NE 681312000 455608246 501c3 25700 General Support Partnership 4 Kids 1004 Farnam St Ste 200 Omaha NE 68102 470762798 501c3 25000 General Support TeamMates - Omaha Mentoring Program 6801 O St Lincoln NE 68510 470840990 501c3 25000 General Support Metropolitan Community College Foundation PO Box 3777 Omaha NE 681030777 470596504 501c3 25000 General Support Jewish Federation of Omaha 333 S 132nd St Omaha NE 681542106 470384659 501c3 23000 General Support Girl Scouts of Greater Iowa 10715 Hickman Rd Des Moines IA 50322 420698218 501c3 21200 General Support HELP Adult Services 1941 S 42nd St Ste 200 Omaha NE 68105 363412688 501c3 20000 General Support Legal Aid of Nebraska 209 S 19th Street Suite 200 Omaha NE 681021709 470483506 501c3 20000 General Support Iowa Legal Aid 1111 9th Street Ste 230 Des Moines IA 503142527 421079227 501c3 20000 General Support Communities In Schools of Mid-America Inc 2721 W 6th St Ste E Lawrence KS 66049 481175467 501c3 20000 General Support Mosaic Community Development 1340 Park Ave Omaha NE 68105 470842143 501c3 20000 General Support Midlands Latino Community Development 4923 S 24th St Ste 201 Omaha NE 681072763 141973678 501c3 14000 General Support Ollie Webb Center Inc 1941 S 42nd St Ste 122 Omaha NE 681052942 470399179 501c3 13000 General Support City Sprouts PO BOX 31593 Omaha NE 68131 470791737 501c3 10000 General Support Heartland Workforce Solutions 5752 Ames Ave Omaha NE 68104 273845112 501c3 50000 General Support Nebraska Children and Families Society 215 Centennial Mall 200 Lincoln NE 68508 470378995 501c3 120000 General Support Family Housing Advisory Services Inc 2401 Lake St STE 201 Omaha NE 68111 470526720 501c3 87500 General Support Family Inc 3501 Harry Langdon Blvd Ste 150 Council Bluffs IA 51503 510657063 501c3 75000 General Support Ollie Webb Center Inc 1941 S 42nd St Ste 122 Omaha NE 681052942 470399179 501c3 35000 General Support Collective for Youth 105 N 31st Avenue Ste 103 Omaha NE 68131 274577729 501c3 158992 General Support Community Health Charities 212 S 74th St Ste 205 Omaha NE 68114 237162972 501c3 540127 General Support 65 SCHEDULE I, PART I, LINE 2 WE TRACK THE GRANT FUNDS USING A SEPARATE COST CENTER AND REQUIRE REGULAY STATUS REPORTS, BOTH FINANCIAL AND PROGRESS, FROM THE GRANTEES. X true true X X X false false false false false false false false false SHAWNA FORSBERG PRESIDENT/CEO 208736 21500 1124 23750 17092 272202 PAMELA SCHWALB COO 147598 12000 1324 16190 7836 184948 ANNE HERMAN SVP - ANALYTICS & PERFORMANCE 149536 12000 917 16957 17092 196502 JOANNA MURRAY SVP - COMMUNITY IMPACT 132007 11000 1317 14823 11706 170853 MELISSA MARVIN SVP - RESOURCE DEVELOPMENT 145632 8500 1233 10503 165868 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 16 1495553 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 --------- ------------ ----------- Miscellaneous Expense 83 183 94 Postage & Shipping 1,087 4,238 11,379 Employee Relations 4,485 13,676 5,768 Professional Development 4,295 13,095 5,523 Dues & Subscriptions 6,657 227 4,621 --------- ------------ ----------- TOTAL OTHER EXPENSES 16,607 31,419 27,385 FORM 990, PART XI, LINE 9 CHANGE IN BENEFICIAL INTEREST IN NET ASSETS - (237,750) UNITED WAY OF THE MIDLANDS FOUNDATION 2201 FARNAM STREET OMAHA NE 68102 470922285 SUPPORT ORG NE 501(C)(3) 11A true false false true false false false false false false false false false false true false false false true true UNITED WAY OF THE MIDLANDS FOUNDATION C 621841 CASH UNITED WAY OF THE MIDLANDS FOUNDATION Q 233179 COST UNITED WAY OF THE MIDLANDS FOUNDATION S 8364994 FMV SCHEDULE R, PART V, ITEM 1S THE UNITED WAY OF THE MIDLANDS FOUNDATION WAS DISSOLVED IN THE CURRENT YEAR. ALL ASSETS OF THE FOUNDATION WERE TRANSFERRED TO UNITED WAY OF THE MIDLANDS.