Heart of Missouri United Way Inc

Nonprofit profile at a glance

EIN
430735827
IRS 990 coverage
2010–2025
Forms available
Form 990 2025
Location
Columbia, MO, USA
Phone
5734434523
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$3,194,381
Expenses
$2,922,093
Assets
$4,065,619
Liabilities
$1,874,490

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

29 people listed

Executive titles in this filing

  • TALIA JACKSON (PRESIDENT/CE)

Highest reported compensation

  • TALIA JACKSON (PRESIDENT/CE): $101,525 total reported compensation
  • AMY HARVEY (CFO): $91,172 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The heart of Missouri united way works to positively impact lives by empowering people and organizations through strategic resource investments.

What it reported doing in 2025

Heart of Missouri united way advances community well-being through three key programs. Sustainable impact grants provide strategic investments in local nonprofits aligned with priorities in education, health & basic needs, and financial stability, supporting community resiliency, healthy community, financial security, and youth opportunity initiatives. Funding decisions are guided by community data, stakeholder input, and volunteer review, with grants awarded annually and eligible for renewal. Through aspires, in partnership with the city of columbia, nonprofits receive training, tools, recources, education, and funding to strengthen organizational capacity and long-term effectiveness. Give 5 connects residents with meaningful volunteer opportunities, increases awareness of local challenges, reduces social isolation, and strengthens nonprofit organizations through community engagement and service.

Operating model

Revenue model
Donor-supported. 79% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 68% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Fundraising costs are high for each dollar raised and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 67
  • Transparency & Controls: 90
  • Accountability: 95
  • Sustainability: 45
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 69.2%; rating input score 69
  • Program expense ratio: 75%; rating input score 75
  • Fundraising efficiency: $8.1 raised per $1 spent on fundraising; rating input score 29; 29th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 94.1%; rating input score 94; 23rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 75th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 8.5%; rating input score 52; 52nd percentile among comparable filings
  • Total-asset coverage ratio: 1.39; rating input score 45; 45th percentile among comparable filings
  • Liabilities to assets ratio: 0.46; rating input score 18; 18th percentile among comparable filings
  • Officer compensation ratio: 6.6%; rating input score 47; 47th percentile among comparable filings

Growth

  • Program expense growth: 1.8% per year; rating input score 100; 18th percentile among comparable filings
  • Revenue growth: -0.9% per year; rating input score 0; 6th percentile among comparable filings
  • Asset growth: -0.6% per year; rating input score 0; 9th percentile among comparable filings

Details

  • Where the money goes: 69.2% of revenue deployed · 75% of spending went to programs
  • Governance: 25 of 25 board members independent · 8 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $2.2M in reported program spending
  • Leadership: top reported pay $102K · 29 people listed
  • Consistency: 31 of 32 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes major donors and grants
  • Filing history: 15 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 27 filed money-flow records
  • Related organizations: 24 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 29/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Operating margin scored 52/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 45/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • High — Sustainability: Liabilities to assets ratio scored 18/100.
  • Moderate — Sustainability: Officer compensation ratio scored 47/100.