UNITED WAY OF THE OZARKS INC

EIN: 440552047 501(c)(3) Philanthropy & Grantmaking

SPRINGFIELD, MO

Total Revenue
$1,976,660
Total Expenses
$1,794,288
Total Assets
$3,341,234
Net Assets
$3,224,210
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1930
Legal Domicile
MO
Principal Officer
BRANDI VANANTWERP
Phone
4178637700
Tax Period
2024-07-01 to 2025-06-30

UNITED WAY OF THE OZARKS INC, founded in 1930, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.0M in total revenue in fiscal year 2024. Expenses of $1.8M left a modest 9% surplus.

Mission

THE PURPOSE OF UNITED WAY OZARKS REGION IS TO UNITE PEOPLE, RESOURCES, AND IDEAS TO ENHANCE LIVES IN THE OZARKS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,809,823
Program Service Revenue $0
Investment Income $109,413
Other Revenue $57,424
TOTAL REVENUE $1,976,660

Expense Breakdown

Grants Paid $821,499
Salaries & Benefits $555,915
Fundraising Expenses $239,173
Program Expenses $1,405,664
Other Expenses $416,874
TOTAL EXPENSES $1,794,288

Year-over-Year Comparison

2024 2023 Change
Revenue $1,976,660 $2,008,120 0.0%
Expenses $1,794,288 $1,820,242 0.0%
Net Income $182,372 $187,878 0.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
20
Independent Members
20
Employees
10
Volunteers
100

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$236,687
Total Directors
22
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BARBARA LUCKS BOARD MEMBER 2.00
Director
$0 $0 $0
BRIAN BRAWLEY BOARD MEMBER 2.00
Director
$0 $0 $0
BRIAN MCDONOUGH BOARD MEMBER 2.00
Director
$0 $0 $0
DAVID AGEE PAST CHAIR 2.00
Officer Director
$0 $0 $0
JANET DANKERT BOARD MEMBER 2.00
Director
$0 $0 $0
JASON ENGLAND TREASURER 2.00
Officer Director
$0 $0 $0
KATIE TOWNS BOARD MEMBER 2.00
Director
$0 $0 $0
RACHEL MUNDAY CHAIR 2.00
Officer Director
$0 $0 $0
RYAN SIVILL VICE CHAIR/CHAIR-ELECT 2.00
Officer Director
$0 $0 $0
SHAWN CALHOUN SECRETARY 2.00
Officer Director
$0 $0 $0
STEPHANIE RUTLEDGE BOARD MEMBER 2.00
Director
$0 $0 $0
MATT AUG BOARD MEMBER 2.00
Director
$0 $0 $0
STEPHANIE MATTHEWS BOARD MEMBER 2.00
Director
$0 $0 $0
TYLER HESSER BOARD MEMBER 2.00
Director
$0 $0 $0
DEE KING BOARD MEMBER 2.00
Director
$0 $0 $0
JEFF FREDERICK BOARD MEMBER 2.00
Director
$0 $0 $0
TIFFANI CLAUSSEN BOARD MEMBER 2.00
Director
$0 $0 $0
LAURA GATES BOARD MEMBER 2.00
Director
$0 $0 $0
CHRIS JARRATT BOARD MEMBER 2.00
Director
$0 $0 $0
JUSTIN MCCARTY BOARD MEMBER 2.00
Director
$0 $0 $0
JAY TITUS BOARD MEMBER 2.00
Director
$0 $0 $0
KELLY TURNER BOARD MEMBER 2.00
Director
$0 $0 $0
BRANDI VANANTWERP PRESIDENT 40.00
Officer
$126,875 $18,097 $144,972
RACHEL WALSH VICE PRESIDENT OF RESOURCE 40.00
Officer
$78,941 $12,774 $91,715
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $1,976,660 $1,794,288 $3,341,234 $182,372
2024 No data No data No data No data
2023 $2,012,334 $2,010,680 $2,902,108 $1,654
2022 $4,034,195 $3,826,136 $2,995,742 $208,059
2021 $5,788,622 $5,397,795 $2,807,517 $390,827
2020 $5,491,744 $5,254,299 $2,499,816 $237,445
2019 $5,303,271 $5,279,376 $2,195,333 $23,895
2018 $4,863,468 $4,882,728 $2,167,724 $-19,260
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