UNITED WAY OF THE MIDLANDS Charity Report

Public IRS 990 nonprofit record

UNITED WAY OF THE MIDLANDS

EIN 47-0376605 · Philanthropy, Voluntarism & Grantmaking Foundations (T700)

What they do

UNITED WAY of THE MIDLANDS MISSION is "WE UNITE OUR COMMUNITYS CARING SPIRIT to BUILD A STRONGER TOMORROW".

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $91.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders35 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

93.86%of revenue went to mission work91.9% of expenses · Program services

3.01%of revenue went to fundraising2.9% of expenses

$102.15spent for every $100 of revenueSpending was higher than revenue this year.

5.29%of revenue went to management and office costs5.2% of expenses

$0.81in assets for every $1 spent this yearSome assets cannot be spent right away.

91.4%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $621,465 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $407,903 for SHAWNA FORSBERG (PRESIDENT/CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$28,866,230

Mission workProgram services$27,093,35493.86% of revenue91.9% of expenses

ManagementOffice and general costs$1,526,1715.29% of revenue5.2% of expenses

FundraisingAsking for donations$868,1703.01% of revenue2.9% of expenses

Total expenses$29,487,695102.15% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 91.9% mission · 5.2% management · 2.9% fundraisingTotal expenses: 102.15% of revenue

2023Expense mix: 88.1% mission · 7.0% management · 4.9% fundraisingTotal expenses: 102.37% of revenue

2022Expense mix: 93.1% mission · 0.4% management · 6.5% fundraisingTotal expenses: 105.43% of revenue

2021Expense mix: 94.4% mission · 0.2% management · 5.4% fundraisingTotal expenses: 102.50% of revenue

2020Expense mix: 92.0% mission · 0.4% management · 7.7% fundraisingTotal expenses: 101.26% of revenue

2019Expense mix: 88.3% mission · 0.5% management · 11.3% fundraisingTotal expenses: 89.69% of revenue

2018Expense mix: 90.0% mission · 0.4% management · 9.6% fundraisingTotal expenses: 101.53% of revenue

2017Expense mix: 89.7% mission · 0.4% management · 9.9% fundraisingTotal expenses: 98.50% of revenue

Money in and money out

Revenue$28,866,230

Expenses$29,487,695

Annual shortfall $621,465 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$27,093,354 · 91.9% of expenses

Management and office costs$1,526,171 · 5.2% of expenses

Fundraising$868,170 · 2.9% of expenses

See all reported dollar amounts

Revenue$28,866,230

Expenses$29,487,695

Assets$23,905,376

Income$32,029,989

Contributions$26,379,022

Mission work (program services)$27,093,354

Fundraising$868,170

Grants given$88,981,692

Average grant$114,667

Management and general$1,526,171

Stocks and bonds$6,867,800

Accounting fees$44,644

Investing fees$56,155

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

SHAWNA FORSBERGPRESIDENT/CEO · 45 hrs/week $407,903Base $369,369 · Other $38,534

TRAVIS KLEINSVP FINANCE & OPERATIONS · 40 hrs/week $247,657Base $222,568 · Other $25,089

LAURA TATTENVP LEADERSHIP & PLANNED GIVING · 40 hrs/week $246,478Base $220,301 · Other $26,177

MATTHEW WALLENCHIEF OPERATING OFFICER · 45 hrs/week $246,454Base $222,667 · Other $23,787

KRISSY SUSKISVP MARKETING & COMMUNICAT · 40 hrs/week $201,020Base $182,107 · Other $18,913

SCOTT HUSCROFTVP OF IT · 40 hrs/week $177,173Base $158,451 · Other $18,722

LAURA KIMBALLCHIEF STRATEGY OFFICER · 40 hrs/week $155,037Base $132,994 · Other $22,043

ANNETTE ZIMMERMANVP OF JAG NEBRASKA · 40 hrs/week $148,006Base $130,798 · Other $17,208

TIMOTHY CALLAHANVP OF PROGRAM DEVELOPMENT · 40 hrs/week $138,712Base $124,998 · Other $13,714

STEVEN RIPPEVP OF 211 CONTACT CENTER · 40 hrs/week $138,303Base $123,862 · Other $14,441

REBECCA BLUMVP OF FINANCE AND OPERATIONS · 40 hrs/week $134,489Base $120,275 · Other $14,214

JIM RICHARDSONCHIEF FINANCIAL OFFICER · 45 hrs/week $8,462

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (35)

SHAWNA FORSBERGPRESIDENT/CEO

TRAVIS KLEINSVP FINANCE & OPERATIONS

LAURA TATTENVP LEADERSHIP & PLANNED GIVING

MATTHEW WALLENCHIEF OPERATING OFFICER

KRISSY SUSKISVP MARKETING & COMMUNICAT

SCOTT HUSCROFTVP OF IT

LAURA KIMBALLCHIEF STRATEGY OFFICER

ANNETTE ZIMMERMANVP OF JAG NEBRASKA

TIMOTHY CALLAHANVP OF PROGRAM DEVELOPMENT

STEVEN RIPPEVP OF 211 CONTACT CENTER

REBECCA BLUMVP OF FINANCE AND OPERATIONS

JIM RICHARDSONCHIEF FINANCIAL OFFICER

CHANDA CHACONBOARD CHAIR

TY KREITMANMEMBER

TROY VIAMEMBER

ANNA CRAMERMEMBER

TRACY SCHAEFERMEMBER

BRIAN WOOLFOLKMEMBER

CAROL HENRICHSMEMBER

SAL ISSAKAMEMBER

RANDY WOODMEMBER

PAUL MAASSMEMBER

PAM BEALL HILLMEMBER

DEREK LEATHERSMEMBER

MATTHEW DEBOERMEMBER

MAQUI PARKERSONMEMBER

CHRIS LEITNERMEMBER

CHRIS SCHAFFERMEMBER

DAVE WARRENMEMBER

JOE SULLIVANMEMBER

GRETCHEN TWOHIGMEMBER

GLADYS HARRISONMEMBER

ERIC TIRITILLIBOARD SECRETARY

DR ANDREW RIKLIMEMBER

DINA TILGNERBOARD TREASURER

About this charity

Recognized since: January 1954
Location: 1229 MILLWORK AVE STE 402, OMAHA, NE 68102-4123
County: Douglas
In care of: % REBECCA BLUM
Primary officer: JIM RICHARDSON, SVP, FINANCE & OPERATIONS

How to reach them

WebsiteVisit the charity’s website Phone(402) 788-5193

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: HBE LLP
NTEE classification: Philanthropy, Voluntarism & Grantmaking Foundations (T700)
Grant-giving organization: Yes