United Way of the Ozarks

Analysis

United Way of the Ozarks is a registered charity in United States, based in Springfield, MO. It received its IRS tax-exemption ruling in December 1967, 59 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, United Way of the Ozarks reported income of $2.0m and spending of $2.0m, spending 100% of its income. Across the 5 years on record, from June 2019 to June 2023, income fell from $5.3m to $2.0m (-62%), an average of -22% a year. The sharpest change came in the year to June 2023, when income dropped by 50%. Over the whole period it spent 96% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, United Way of the Ozarks sits at the 87th percentile: it is larger than about 87% of them. Against every charity in United States with reported income it ranks in the 86th percentile, and in the 84th percentile within MO. Charities of a similar size with the same main cause include Arkansas School Administrators Educational Foundation Inc ($2.0m), Campbell University Foundation Inc ($2.0m) and Marshall Community Foundation ($2.0m).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 96% of the total. Compensation of current officers, directors and key employees was $247k (12% of expenses). Other salaries and wages came to $305k. At year end it held assets of $2.9m against liabilities of $70k, net assets of $2.8m. It reported 117 employees.