THE UNITED WAY OF SOUTHWEST MISSOURI

EIN: 440556865 501(c)(3) Community Improvement

JOPLIN, MO

Total Revenue
$713,000
Total Expenses
$761,302
Total Assets
$1,933,495
Net Assets
$1,737,468
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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
1923
Legal Domicile
MO
Tax Period
2021-01-01 to 2021-12-31

THE UNITED WAY OF SOUTHWEST MISSOURI, founded in 1923, is a small nonprofit in the Community Improvement sector that reported $713K in total revenue in fiscal year 2021. Revenue fell 22% from the prior year — a significant decline worth monitoring. Net assets of $1.7M represent 29 months of operating reserves.

Mission

THE ORGANIZATION PROVIDES ALLOCATIONS TO OTHER COMMUNITY AGENCIES TO SERVE THE COMMUNITY AND ITS CITIZENS, AND OFFERS VARIOUS SUPPORT TO PARENTS AND CHILDREN IN THE COMMUNITY.

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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 (2021)

Revenue Breakdown

Contributions & Grants $695,829
Program Service Revenue $6,886
Investment Income $10,285
Other Revenue $0
TOTAL REVENUE $713,000

Expense Breakdown

Grants Paid $364,011
Salaries & Benefits $241,022
Fundraising Expenses $135,733
Program Expenses $518,661
Other Expenses $156,269
TOTAL EXPENSES $761,302

Year-over-Year Comparison

2021 2020 Change
Revenue $713,000 $912,066 -0.2%
Expenses $761,302 $890,685 -0.1%
Net Income $-48,302 $21,381 -3.3%
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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Governance

Voting Members
18
Independent Members
18
Employees
4
Volunteers
N/A

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
6
$0
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MELINDA MOSS BOARD MEMBER 1.00
Director
$0 $0 $0
KATIE FIELDS BOARD MEMBER 1.00
Director
$0 $0 $0
RACHEL HAYDEN BOARD MEMBER 1.00
Director
$0 $0 $0
TRAVIS HINSPETER BOARD MEMBER 1.00
Director
$0 $0 $0
JASON GORHAM BOARD MEMBER 1.00
Director
$0 $0 $0
ANDY ROBESON BOARD MEMBER 1.00
Director
$0 $0 $0
ERIN SULLIVAN BOARD MEMBER 1.00
Director
$0 $0 $0
KIP BOLLINGER BOARD MEMBER 1.00
Director
$0 $0 $0
MATTHEW COX BOARD MEMBER 1.00
Director
$0 $0 $0
TREY MOELLER BOARD MEMBER 1.00
Director
$0 $0 $0
DALE BRENDAL BOARD MEMBER 1.00
Director
$0 $0 $0
JEFF LINDSEY BOARD MEMBER 1.00
Director
$0 $0 $0
AMY DEARMOND 2ND VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
SCOTT VORHEES PRESIDENT 2.00
Officer Director
$0 $0 $0
JESSE DEGONIA PAST PRESIDENT 2.00
Officer Director
$0 $0 $0
CHAD BROWN TREASURER 2.00
Officer Director
$0 $0 $0
DAVID WEAVER ASST TREASURUER 1.00
Officer Director
$0 $0 $0
NORA CANNON 1ST VP 2.00
Officer Director
$0 $0 $0
DUANE DREILING EXECUTIVE DIRECTOR 40.00
Highest
$0 $0 $0
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
2021 $713,000 $761,302 $1,933,495 $-48,302
2020 $912,066 $890,685 $1,927,799 $21,381
2019 $896,393 $1,114,961 $1,894,768 $-218,568
2018 $1,091,035 $1,219,332 $1,938,168 $-128,297
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