UNITED WAY OF NORTH CENTRAL IOWA: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF NORTH CENTRAL IOWA (EIN 42-0680431)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-02-06
- IRS object ID
- 202400379349301515
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-06T12:22:13-08:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202032164 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POTTER & BRANT PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 PLAZA DRIVE | AddressLine1Txt |
| City | CLEAR LAKE | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420680431 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way of North Central Iowa | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 6414231774 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2911 4th Street SE | AddressLine1Txt |
| City | Mason City | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jen Arends | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2024-02-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jen | PersonFirstNm |
| Person Last | Arends | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kristan M Brant CPA | PreparerPersonNm |
| PTIN | P01336518 | PTIN |
| Phone | 6413575291 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jen Arends | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2911 4th Street SE | AddressLine1Txt |
| City | Mason City | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $872,521 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.unitedwaynci.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1923 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | Connect and strengthen community resources to inspire change in the lives of all north Iowans. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 165 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $664,113 | PYContributionsGrantsAmt |
| CY Contributions Grants | $853,539 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $497 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,139 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,052 | PYOtherRevenueAmt |
| CY Other Revenue | $7,843 | CYOtherRevenueAmt |
| PY Total Revenue | $671,662 | PYTotalRevenueAmt |
| CY Total Revenue | $872,521 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $279,942 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $250,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $206,757 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $202,210 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $87,407 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $170,983 | PYOtherExpensesAmt |
| CY Other Expenses | $235,904 | CYOtherExpensesAmt |
| PY Total Expenses | $657,682 | PYTotalExpensesAmt |
| CY Total Expenses | $688,114 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,980 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $184,407 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $912,037 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,092,625 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $347,617 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $330,500 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $564,420 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $762,125 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Seeking to build a stronger, more caring community by forming partnerships with businesses, community experts, education & health & human service agencies to achieve targeted outcomes & sustained changes in community conditions which will improve the lives of Iowans. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $405,908 | ExpenseAmt |
| Desc | Community Impact - The process by which community-wide volunteers donate more than 200 hours of volunteer time to distribute the funds of the United Way Community Solutions Fund to the most critical health and human service needs throughout the eight county region. This is done by review of the partner agencies' applications for funding, visits to the agency sites, and thorough reviews of their financial information and budgets. The distribution of the funds is categorized under the following four focus areas: community basics, investing in children and youth, prevention and reduction of substance abuse, and maximizing independence. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $91,560 | ExpenseAmt |
| Desc | Communication & Marketing - Includes the organization's continuous involvement in the community in order to increase stakeholder knowledge of the United Way and its activities, and to keep the organization connected with the activities which they intend to focus on. The process develops collaboration with these entities to improve health and human services in the eight county region, leveraging the effort of those striving for a common goal. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $497,468 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jen Arends | PersonNm |
| Phone | 6414231774 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2911 4th Street SE | AddressLine1Txt |
| City | Mason City | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Jen Arends | |||||||
| Secretary & CEO | 40.00 | 0.00 | Yes (X) | $68,959 | $0 | $14,917 | |
| Jenna Sheriff | |||||||
| Past President | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Patrica Fleming | |||||||
| Member | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| David Patrick | |||||||
| Treasurer | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Kara Ruge | |||||||
| Member | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Michael Green | |||||||
| Member | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Amber Hill | |||||||
| Member | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Roger Flieth | |||||||
| Member | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Alicia Weaver | |||||||
| Member | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Cheryl Hubbard | |||||||
| Member | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Marcus Younge | |||||||
| Vice President | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Jeannette Adamski | |||||||
| President | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $68,959 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $14,917 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $853,539 | AllOtherContributionsAmt |
| Noncash Contributions | $383 | NoncashContributionsAmt |
| Total Contributions | $853,539 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,468 | TotalRevenueColumnAmt |
| Exclusion | $8,468 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,671 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,671 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,671 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,671 | RelatedOrExemptFuncIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Total Revenue Column | $7,843 | TotalRevenueColumnAmt |
| Exclusion | $7,843 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,843 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $872,521 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,671 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $16,311 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,000 | TotalAmt |
| Program Services | $250,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,958 | TotalAmt |
| Program Services | $27,583 | ProgramServicesAmt |
| Management And General | $17,240 | ManagementAndGeneralAmt |
| Fundraising | $24,135 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,531 | TotalAmt |
| Program Services | $44,447 | ProgramServicesAmt |
| Management And General | $37,701 | ManagementAndGeneralAmt |
| Fundraising | $1,383 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,656 | TotalAmt |
| Program Services | $17,297 | ProgramServicesAmt |
| Management And General | $13,231 | ManagementAndGeneralAmt |
| Fundraising | $6,128 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,065 | TotalAmt |
| Program Services | $6,587 | ProgramServicesAmt |
| Management And General | $4,151 | ManagementAndGeneralAmt |
| Fundraising | $2,327 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,851 | TotalAmt |
| Program Services | $9,711 | ProgramServicesAmt |
| Management And General | $7,042 | ManagementAndGeneralAmt |
| Fundraising | $11,098 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,393 | TotalAmt |
| Program Services | $3,167 | ProgramServicesAmt |
| Management And General | $269 | ManagementAndGeneralAmt |
| Fundraising | $1,957 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,397 | TotalAmt |
| Program Services | $11,793 | ProgramServicesAmt |
| Management And General | $11,126 | ManagementAndGeneralAmt |
| Fundraising | $13,478 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,540 | TotalAmt |
| Program Services | $707 | ProgramServicesAmt |
| Management And General | $3,398 | ManagementAndGeneralAmt |
| Fundraising | $435 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,153 | TotalAmt |
| Program Services | $1,804 | ProgramServicesAmt |
| Management And General | $1,288 | ManagementAndGeneralAmt |
| Fundraising | $2,061 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,336 | TotalAmt |
| Program Services | $467 | ProgramServicesAmt |
| Management And General | $334 | ManagementAndGeneralAmt |
| Fundraising | $535 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,560 | TotalAmt |
| Program Services | $1,246 | ProgramServicesAmt |
| Management And General | $890 | ManagementAndGeneralAmt |
| Fundraising | $1,424 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Contracted Services | $103,250 | $103,250 | ||
| Supplies | $15,427 | $12,725 | $1,528 | $1,174 |
| Subscriptions & Dues | $12,720 | $2,109 | $1,416 | $9,195 |
| Postage and Shipping | $6,409 | $26 | $6,383 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,868 | TotalAmt |
| Program Services | $4,575 | ProgramServicesAmt |
| Management And General | $3,599 | ManagementAndGeneralAmt |
| Fundraising | $5,694 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $688,114 | TotalAmt |
| Program Services | $497,468 | ProgramServicesAmt |
| Management And General | $103,239 | ManagementAndGeneralAmt |
| Fundraising | $87,407 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $509,400 | BOYAmt |
| EOY | $445,941 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,204 | BOYAmt |
| EOY | $244,880 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,502 | BOYAmt |
| EOY | $194,331 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,168 | BOYAmt |
| EOY | $4,159 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $47,919 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $43,373 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,674 | BOYAmt |
| EOY | $4,546 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $170,525 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89 | BOYAmt |
| EOY | $28,243 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $912,037 | BOYAmt |
| EOY | $1,092,625 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,602 | BOYAmt |
| EOY | $23,874 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,000 | BOYAmt |
| EOY | $250,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,701 | BOYAmt |
| EOY | $8,450 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,314 | BOYAmt |
| EOY | $48,176 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,617 | BOYAmt |
| EOY | $330,500 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $326,116 | BOYAmt |
| EOY | $318,777 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,304 | BOYAmt |
| EOY | $443,348 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $564,420 | BOYAmt |
| EOY | $762,125 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $912,037 | BOYAmt |
| EOY | $1,092,625 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $184,407 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,298 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $670,877 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $810,768 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $597,470 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $664,113 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $853,539 | CurrentTaxYearAmt |
| Total | $3,596,767 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $670,877 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $810,768 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $597,470 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $664,113 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $853,539 | CurrentTaxYearAmt |
| Total | $3,596,767 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $308,533 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,288,234 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,165 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,320 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $497 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,468 | CurrentTaxYearAmt |
| Total | $21,146 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,592 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,667 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,886 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,052 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,843 | CurrentTaxYearAmt |
| Total | $99,040 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,716,953 | TotalSupportAmt |
| Public Support CY170 | 0.88470 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89540 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,642 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,490 | DepreciationAmt |
| Book Value | $2,152 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,277 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,883 | DepreciationAmt |
| Book Value | $2,394 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,546 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Donor Designations Payable | Desc |
| Amt | $48,176 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $48,176 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $872,521 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $872,521 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $872,521 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $688,114 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $688,114 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $688,114 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| 43 North Iowa | |||||||
| PO Box 428 | Mason City | IA | 50402 | 420951757 | $15,500 | $0 | Community Connections |
| Catholic Charities | |||||||
| 300 5th St SE | Mason City | IA | 50401 | 420680493 | $8,000 | $0 | Jail & Prison Reentry Services |
| Cedar Valley Friends of the F | |||||||
| 123 21st St NW | Waverly | IA | 50677 | 421390144 | $9,700 | $0 | Rapid Housing Initiative |
| Charlie Brown Comm Daycare | |||||||
| 700 N Washington | Mason City | IA | 50401 | 420938576 | $8,700 | $0 | Child Care Assist for Low-IncomeFam |
| Community Kitchen | |||||||
| 606 N Monroe | Mason City | IA | 50401 | 421285253 | $23,000 | $0 | Nutritional Meals for those in need |
| Crisis Intervention | |||||||
| PO Box 656 | Mason City | IA | 50401 | 421080685 | $35,500 | $0 | Comm Educ & Shelter - Intervention |
| Francis Lauer Youth Services | |||||||
| 50 N Eisenhower | Mason City | IA | 50401 | 421378778 | $24,000 | $0 | Emergency Services Shelter |
| Friends of Iowa Casa & FCRB | |||||||
| 220 N Washington | Mason City | IA | 50401 | 421471727 | $18,500 | $0 | North IA CASA for Children |
| IJAG | |||||||
| 1700 4th St SE | Mason City | IA | 50401 | 421492988 | $13,600 | $0 | Youth Success in Edu & Careers |
| Lutheran Serv of Iowa | |||||||
| 2502 S Jefferson Avenue | Mason City | IA | 50401 | 420698267 | $5,400 | $0 | Families Together & Early Childhood |
| Meals on Wheels | |||||||
| 606 N Monroe | Mason City | IA | 50401 | 420954145 | $18,500 | $0 | Meals for the Homebound |
| NI Child Abuse Prevention Cou | |||||||
| 600 1st Street NW | Mason City | IA | 50401 | 420680431 | $8,400 | $0 | Satellite Child Protection Center |
| NIACOG Housing Trust Fund Inc | |||||||
| 525 6th St SW | Mason City | IA | 50401 | 452989334 | $16,000 | $0 | Shelter Housing Trust Fund |
| NICAO - Outreach | |||||||
| 100 1st St NW | Mason City | IA | 50401 | 420921505 | $19,000 | $0 | Outreach Program |
| RSVP - NIACC | |||||||
| 500 College Drive | Mason City | IA | 50401 | 420930155 | $5,500 | $0 | Reading Coaches |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | Grant recipients are required to submit quarterly reports that detail progress toward outcomes and how many units have been used. This information is reviewed by staff and volunteers. When recipients do not perform properly, payments are withheld. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | Board and/or audit committee reviews Form 990 prior to it being filed and notifies the CEO with any questions or concerns. |
| Form 990, Part VI, Section B, Line 12c | Directors are required to identify their conflicts of interest by completing and signing the policy annually. |
| Form 990, Part VI, Section B, Line 15a | The executive committee uses comparable data from United Way of America Performance Research - United Way Human Capital Study: Executive Salary Report and also uses the CEO's overall yearly performance evaluation and feedback recorded in the employees file to determine the compensation amount for the CEO. |
| Form 990, Part VI, Section C, Line 19 | Available to public on website and upon request. |