CEDAR VALLEY UNITED WAY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CEDAR VALLEY UNITED WAY (EIN 42-0801846)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-03
- IRS object ID
- 202411859349300601
- Schema version
- 2023v5.1
- 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 | 2024-07-03T00:03:54-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471019942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREATIVE PLANNING TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2100 | AddressLine1Txt |
| City | WATERLOO | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 507042100 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420801846 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CEDAR VALLEY UNITED WAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CEDA | BusinessNameControlTxt |
| Phone | 3192356211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 CEDAR STREET 300 | AddressLine1Txt |
| City | WATERLOO | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBBIE ROTH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3192356211 | PhoneNum |
| Signature | 2024-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEBBIE | PersonFirstNm |
| Person Last | ROTH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN ARONSON CPA | PreparerPersonNm |
| PTIN | P01425251 | PTIN |
| Phone | 3192346885 | PhoneNum |
| Preparation | 2024-06-24 | PreparationDt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DEBBIE ROTH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 CEDAR STREET 300 | AddressLine1Txt |
| City | WATERLOO | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,117,802 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CEDARVALLEYUNITEDWAY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1923 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | LEVERAGING RESOURCES TO HELP PEOPLE, CHANGE LIVES, AND MAKE YOUR COMMUNITY INVESTMENT COUNT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 91 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,007,410 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,976,138 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $48,752 | PYInvestmentIncomeAmt |
| CY Investment Income | $66,578 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$12,527 | PYOtherRevenueAmt |
| CY Other Revenue | -$12,050 | CYOtherRevenueAmt |
| PY Total Revenue | $2,043,635 | PYTotalRevenueAmt |
| CY Total Revenue | $2,030,666 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,691,297 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,457,656 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $439,946 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $475,097 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $331,498 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $261,938 | PYOtherExpensesAmt |
| CY Other Expenses | $271,284 | CYOtherExpensesAmt |
| PY Total Expenses | $2,393,181 | PYTotalExpensesAmt |
| CY Total Expenses | $2,204,037 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$349,546 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$173,371 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,712,729 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,293,494 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,216,495 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $920,677 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,496,234 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,372,817 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LEVERAGING RESOURCES TO HELP PEOPLE, CHANGE LIVES, AND MAKE YOUR COMMUNITY INVESTMENT COUNT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,457,656 | ExpenseAmt |
| Grant | $1,457,656 | GrantAmt |
| Desc | CEDAR VALLEY UNITED WAY WORKS TO ADVANCE THE COMMON GOOD BY FOCUSING ON EDUCATION, INCOME AND HEALTH. THESE ARE THE BUILDING BLOCKS FOR A GOOD LIFE. THE ORGANIZATION PROVIDES THE TOOLS TO A QUALITY EDUCATION, WHICH LEADS TO A STABLE JOB, AND ENOUGH INCOME TO SUPPORT A FAMILY THROUGH RETIREMENT AND GOOD HEALTH. THE GOAL IS TO INVEST TODAY TO MAKE THE LASTING IMPACT TO PREVENT PROBLEMS FROM HAPPENING.THE ORGANIZATION DIRECTS EDUCATION RESOURCES SO CHILDREN ARE PREPARED TO SUCCEED IN SCHOOL, SO YOUNG PEOPLE CAN GRADUATE FROM HIGH SCHOOL, AND SO YOUNG ADULTS MAKE A SUCCESSFUL TRANSITION FROM HIGH SCHOOL TO WORK LIFE. THE ORGANIZATION DIRECTS INCOME SUPPORT RESOURCES TO PROMOTE FINANCIAL STABILITY AND SELF SUFFICIENCY FOR INDIVIDUALS AND FAMILIES.THE ORGANIZATION DIRECTS HEALTH RESOURCES TO ENCOURAGE HEALTHY BEHAVIORS THAT EMPOWER INDIVIDUALS TO REDUCE SUBSTANCE ABUSE, CHILD ABUSE AND DOMESTIC VIOLENCE. THE ORGANZATION STRONGLY ENCOURAGES PREVENTATIVE HEALTHCARE, INCLUDING MATERNAL HEALTH AND INFANT WELL BEING. THE ORGANIZATION SEEKS IMPROVED ACCESS TO MENTAL HEALTH SERVICES.THE ORGANIZATION INVESTS IN EMERGENCY SOLUTIONS SO A TEMPORARY SET BACK DOES NOT BECOME PERMANENT.THE ORGANZATION PROVIDES ACCESS TO INFORMATION AND REFERRAL SERVICES USING THE 211 SYSTEM.THE ORGANZATION HAS THE ABILITY TO RESPOND AS NEEDS ARISE THROUGH SOCIAL INNOVATION AND COMMUNITY PARTNER FUNDING.THE ORGANIZATION DIRECTS MANAGEMENT AND SUPPORT FOR BOOKS FOR BABIES, THE CAMPAIGN FOR GRADE LEVEL READING, THE CEDAR VALLEY MENTAL HEALTH SUMMIT, LOCAL BOOK DRIVES AND THE A WOMEN'S CAREER MENTORING PROGRAM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $212,966 | ExpenseAmt |
| Desc | EXPENSES INCURRED BY THE ORGANIZATION TO ASSIST COMMUNITY NEEDS, PROVIDE OUTCOME MEASUREMENT TRAINING TO VARIOUS ENTITIES IN THE COMMUNITY, PROVIDE PROGRAM ASSESSMENT, REVIEW, SELECTION, AND ADMINISTRATION OF GRANTS, PROVIDE FINANCIAL AND STEWARDSHIP OVERSIGHT OF GRANT RECIPIENTS, AND PARTICIPATE IN COMMUNITY PARTNERSHIPS TO ADVANCE COMMON GOALS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,670,622 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBBIE ROTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3192356211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 CEDAR STREET SUITE 300 | AddressLine1Txt |
| City | WATERLOO | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| DEBBIE ROTH | ||||||
| PRESIDENT | 40.00 | Yes (X) | $92,659 | $0 | $10,079 | |
| DR LUCAS COOK | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JILL MEJIA | ||||||
| PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEVE CARIGNAN | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHELLE MEANY | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HEATHER BISHOP | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEVE BERNARD | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| GWENNE BERRY | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| ANNE BRITSON | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| TERESA DRISCALL | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| DENELLE GONNERMAN | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| MARTY HANNIG | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| JACLYNE HELLER | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| JOSHUA HORSTMAN | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| DONNA KITRICK | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| ANNE KNUDTSON | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| JEREMIA MATZ | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| NATHAN MILLER | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| SANDI SOMMERFELT | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| QUORADIS MARSHALL | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| ANDREW RICHTER | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| ERICA ST JOHN | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| DAVID HARRIS | ||||||
| FORMER DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| TOM BLANFORD | ||||||
| FORMER DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| CATHERINE FREEMAN | ||||||
| FORMER DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| DR CHRISTOPHER LARIMER | ||||||
| FORMER DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| DR STEPHANIE MOHORNE | ||||||
| FORMER DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| MERSIHA MUSTEDANAGIC | ||||||
| FORMER DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $92,659 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $10,079 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $38,605 | FundraisingAmt |
| All Other Contributions | $1,937,533 | AllOtherContributionsAmt |
| Noncash Contributions | $40,201 | NoncashContributionsAmt |
| Total Contributions | $1,976,138 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,597 | TotalRevenueColumnAmt |
| Exclusion | $70,597 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $44,592 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $48,611 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$4,019 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,019 | TotalRevenueColumnAmt |
| Exclusion | -$4,019 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $26,475 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $38,605 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $38,525 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,050 | TotalRevenueColumnAmt |
| Exclusion | -$12,050 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,030,666 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $54,528 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,457,656 | TotalAmt |
| Program Services | $1,457,656 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,690 | TotalAmt |
| Program Services | $48,392 | ProgramServicesAmt |
| Management And General | $20,738 | ManagementAndGeneralAmt |
| Fundraising | $34,560 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,278 | TotalAmt |
| Program Services | $71,872 | ProgramServicesAmt |
| Management And General | $54,256 | ManagementAndGeneralAmt |
| Fundraising | $145,150 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,592 | TotalAmt |
| Program Services | $4,954 | ProgramServicesAmt |
| Management And General | $3,918 | ManagementAndGeneralAmt |
| Fundraising | $10,720 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,987 | TotalAmt |
| Program Services | $15,570 | ProgramServicesAmt |
| Management And General | $9,998 | ManagementAndGeneralAmt |
| Fundraising | $24,419 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,550 | TotalAmt |
| Program Services | $9,675 | ProgramServicesAmt |
| Management And General | $6,110 | ManagementAndGeneralAmt |
| Fundraising | $14,765 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,842 | TotalAmt |
| Program Services | $3,212 | ProgramServicesAmt |
| Management And General | $70,417 | ManagementAndGeneralAmt |
| Fundraising | $8,213 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,393 | TotalAmt |
| Program Services | $6,203 | ProgramServicesAmt |
| Management And General | $3,190 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,384 | TotalAmt |
| Program Services | $294 | ProgramServicesAmt |
| Management And General | $1,343 | ManagementAndGeneralAmt |
| Fundraising | $747 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,500 | TotalAmt |
| Program Services | $1,631 | ProgramServicesAmt |
| Management And General | $1,030 | ManagementAndGeneralAmt |
| Fundraising | $2,839 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,431 | TotalAmt |
| Program Services | $12,150 | ProgramServicesAmt |
| Management And General | $12,120 | ManagementAndGeneralAmt |
| Fundraising | $16,161 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,914 | TotalAmt |
| Program Services | $17,028 | ProgramServicesAmt |
| Management And General | $10,267 | ManagementAndGeneralAmt |
| Fundraising | $25,619 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,551 | TotalAmt |
| Program Services | $2,024 | ProgramServicesAmt |
| Management And General | $1,413 | ManagementAndGeneralAmt |
| Fundraising | $3,114 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,550 | TotalAmt |
| Program Services | $6,825 | ProgramServicesAmt |
| Management And General | $4,310 | ManagementAndGeneralAmt |
| Fundraising | $10,415 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,769 | TotalAmt |
| Program Services | $560 | ProgramServicesAmt |
| Management And General | $354 | ManagementAndGeneralAmt |
| Fundraising | $855 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,456 | TotalAmt |
| Program Services | $694 | ProgramServicesAmt |
| Management And General | $780 | ManagementAndGeneralAmt |
| Fundraising | $982 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| EVENTS EXPENSES | $28,021 | $28,021 | ||
| DUES & SUBSCRIPTIONS | $6,419 | $3,102 | $2,033 | $1,284 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,054 | TotalAmt |
| Program Services | $9,849 | ProgramServicesAmt |
| Management And General | $389 | ManagementAndGeneralAmt |
| Fundraising | $1,816 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,204,037 | TotalAmt |
| Program Services | $1,670,622 | ProgramServicesAmt |
| Management And General | $201,917 | ManagementAndGeneralAmt |
| Fundraising | $331,498 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,621,201 | BOYAmt |
| EOY | $1,310,900 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $495,922 | BOYAmt |
| EOY | $431,042 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,889 | BOYAmt |
| EOY | $3,008 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $80,170 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $78,398 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,541 | BOYAmt |
| EOY | $1,772 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $423,890 | BOYAmt |
| EOY | $429,727 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,286 | BOYAmt |
| EOY | $117,045 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,712,729 | BOYAmt |
| EOY | $2,293,494 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,440 | BOYAmt |
| EOY | $40,860 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,090,430 | BOYAmt |
| EOY | $851,821 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,625 | BOYAmt |
| EOY | $27,996 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,216,495 | BOYAmt |
| EOY | $920,677 | 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 | $610,709 | BOYAmt |
| EOY | $779,287 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $885,525 | BOYAmt |
| EOY | $593,530 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,496,234 | BOYAmt |
| EOY | $1,372,817 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,712,729 | BOYAmt |
| EOY | $2,293,494 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$173,371 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $49,954 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $3,070,651 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,061,380 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,636,337 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,007,410 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,976,138 | CurrentTaxYearAmt |
| Total | $11,751,916 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,070,651 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,061,380 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,636,337 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,007,410 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,976,138 | CurrentTaxYearAmt |
| Total | $11,751,916 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,373,721 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,378,195 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79,931 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,727 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,392 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,752 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,597 | CurrentTaxYearAmt |
| Total | $272,399 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,238 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $25,075 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,475 | CurrentTaxYearAmt |
| Total | $119,052 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,143,367 | TotalSupportAmt |
| Public Support CY170 | 0.77230 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72290 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING REVENUE - 2019 AMOUNT: $ 44,238. 2021 AMOUNT: $ 25,075. 2022 AMOUNT: $ 23,264. 2023 AMOUNT: $ 26,475. | ExplanationTxt |
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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $80,170 | OtherCostOrOtherBasisAmt |
| Depreciation | $78,398 | DepreciationAmt |
| Book Value | $1,772 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,772 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONTRIBUTED RENT | $14,762 |
| EMPLOYEE RETENTION CREDIT | $74,802 |
| ROU ASSET | $27,481 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $117,045 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROU LIABILITY | Desc |
| Amt | $27,996 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $27,996 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,147,260 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $49,954 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $142,635 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $192,589 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,954,671 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $9,393 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $66,602 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $75,995 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,030,666 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,270,677 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $142,635 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $10,711 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $153,346 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,117,331 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $9,393 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $77,313 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $86,706 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,204,037 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE INCLUDED IN REVENUE IN THE 990 -10,711. DONOR DESIGNATIONS 77,313. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE INCLUDED IN REVENUE IN THE 990 10,711. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATIONS 77,313. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF CLASSIC | Event1Nm |
| Gross Receipts Event1 | $65,080 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $38,605 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $26,475 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $28,936 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $7,487 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $2,102 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $65,080 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $38,605 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $26,475 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $28,936 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,487 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,102 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $38,525 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$12,050 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (32 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ALLEN HOSPITAL | ||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | 420698265 | 501(C)(3) | $266,325 | $0 | PROGRAM SUPPORT |
| AMERICAN RED CROSS - HAWKEYE CHAPTER | ||||||||
| 2530 UNIVERSITY AVENUE | WATERLOO | IA | 50703 | 530196605 | 501(C)(3) | $14,506 | $0 | PROGRAM SUPPORT |
| BOYS AND GIRLS OF THE CEDAR VALLEY | ||||||||
| 515 LIME ST | WATERLOO | IA | 50703 | 426083723 | 501(C)(3) | $18,182 | $0 | PROGRAM SUPPORT |
| CATHOLIC CHARITIES OF THE ARHIDIOCE SE OF DUBUQUE | ||||||||
| PO BOX 1309 | DUBUQUE | IA | 52004 | 420680493 | 501(C)(3) | $31,016 | $0 | PROGRAM SUPPORT |
| CEDAR VALLEY FRIENDS OF THE FAMILY | ||||||||
| 220 10TH STREET SW SUITE 200 | WAVERLY | IA | 50677 | 421390144 | 501(C)(3) | $31,806 | $0 | PROGRAM SUPPORT |
| CEDAR VALLEY PRESCHOOL | ||||||||
| 724 LANTZ | CEDAR FALLS | IA | 50613 | 420956806 | 501(C)(3) | $16,818 | $0 | PROGRAM SUPPORT |
| CHRISTIAN COMMUNITY DEVELOPMENT | ||||||||
| 845 W 4TH ST | WATERLOO | IA | 50702 | 421397528 | 501(C)(3) | $17,724 | $0 | PROGRAM SUPPORT |
| COMMUNITY HOUSING INITIATIVE | ||||||||
| 910 DECATHLON DRIVE | WATERLOO | IA | 50701 | 421416426 | 501(C)(3) | $37,220 | $0 | PROGRAM SUPPORT |
| FAMILY & CHILDREN'S COUNCIL | ||||||||
| 316 W 5TH STREET STE A | WATERLOO | IA | 50703 | 421307663 | 501(C)(3) | $24,309 | $0 | PROGRAM SUPPORT |
| FRIENDS OF IOWA CASA | ||||||||
| 321 EAST 12TH STREET | DES MOINES | IA | 50319 | 421471727 | 501(C)(3) | $18,175 | $0 | PROGRAM SUPPORT |
| GRIN & GROW LTD | ||||||||
| 505 FRANKLIN STREET | WATERLOO | IA | 50703 | 421135299 | 501(C)(3) | $76,618 | $0 | PROGRAM SUPPORT |
| HABITAT FOR HUMANITY INTERNATIONAL | ||||||||
| 322 W LAMAR STREET | AMERICUS | GA | 31709 | 911914868 | 501(C)(3) | $7,089 | $0 | PROGRAM SUPPORT |
| HAWKEYE COMMUNITY COLLEGE | ||||||||
| 1501 ORANGE ROAD | WATERLOO | IA | 50702 | 426123782 | 501(C)(3) | $31,016 | $0 | PROGRAM SUPPORT |
| IOWA JAG INC | ||||||||
| GRIMES STATE OFFICE BUILDING | DES MOINES | IA | 50319 | 421492988 | 501(C)(3) | $36,364 | $0 | PROGRAM SUPPORT |
| IOWA LEGAL AID | ||||||||
| 1111 9TH STREET SUITE 230 | DES MOINES | IA | 50314 | 421079227 | 501(C)(3) | $10,172 | $0 | PROGRAM SUPPORT |
| JESSE COSBY CENTER | ||||||||
| 1112 MOBILE STREET | WATERLOO | IA | 50703 | 421152638 | 501(C)(3) | $11,159 | $0 | PROGRAM SUPPORT |
| JOB FOUNDATION | ||||||||
| PO BOX 1141 | CEDAR FALLS | IA | 50614 | 203091308 | 501(C)(3) | $11,520 | $0 | PROGRAM SUPPORT |
| LUTHERAN SERVICES IN IOWA | ||||||||
| 1510 LOGAN AVENUE | WATERLOO | IA | 50703 | 420698203 | 501(C)(3) | $9,655 | $0 | PROGRAM SUPPORT |
| MERCYONE WATERLOO MEDICAL CENTER | ||||||||
| 3421 W 9TH STRET | WATERLOO | IA | 50702 | 421264647 | 501(C)(3) | $11,246 | $0 | PROGRAM SUPPORT |
| NAMI | ||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | 421273380 | 501(C)(3) | $6,816 | $0 | PROGRAM SUPPORT |
| NE IOWA FOOD BANK | ||||||||
| 106 E 11TH STREET | WATERLOO | IA | 50703 | 421169648 | 501(C)(3) | $31,050 | $0 | PROGRAM SUPPORT |
| NORTHEAST IOWA AREA AGENCY ON AGING | ||||||||
| 2101 KIMBALL AVENUE SUITE 320 | WATERLOO | IA | 50702 | 421621262 | 501(C)(3) | $25,699 | $0 | PROGRAM SUPPORT |
| NORTH STAR COMMUNITY SERVICES | ||||||||
| 3420 UNIVERSITY AVE STE C | WATERLOO | IA | 50701 | 421038039 | 501(C)(3) | $8,588 | $0 | PROGRAM SUPPORT |
| ONE CITY UNITED | ||||||||
| 907 INDEPENDENCE AVE | WATERLOO | IA | 50703 | 832071578 | 501(C)(3) | $13,293 | $0 | PROGRAM SUPPORT |
| OPERATION THRESHOLD | ||||||||
| PO BOX 4120 | WATERLOO | IA | 50704 | 420982549 | 501(C)(3) | $99,493 | $0 | PROGRAM SUPPORT |
| PATHWAYS BEHAVIORAL SERVICES | ||||||||
| 2222 FALLS AVENUE | WATERLOO | IA | 50701 | 510245708 | 501(C)(3) | $41,216 | $0 | PROGRAM SUPPORT |
| PEOPLES COMMUNITY HEALTH CLINIC | ||||||||
| 905 FRANKLIN STREET | WATERLOO | IA | 50703 | 421058629 | 501(C)(3) | $106,777 | $0 | PROGRAM SUPPORT |
| RIVERVIEW | ||||||||
| 2055 KIMBALL AVENUE | WATERLOO | IA | 50702 | 363920008 | 501(C)(3) | $39,635 | $0 | PROGRAM SUPPORT |
| SALVATION ARMY | ||||||||
| PO BOX 867 | WATERLOO | IA | 50704 | 222406433 | 501(C)(3) | $68,697 | $0 | PROGRAM SUPPORT |
| SUCCESSLINK | ||||||||
| 215 E 4TH STREET | WATERLOO | IA | 50703 | 421444315 | 501(C)(3) | $126,229 | $0 | PROGRAM SUPPORT |
| WAYPOINT | ||||||||
| 318 FIFTH STREET SE | CEDAR RAPIDS | IA | 52401 | 420680307 | 501(C)(3) | $25,645 | $0 | PROGRAM SUPPORT |
| YWCA | ||||||||
| 425 LAFAYETTE STREET | WATERLOO | IA | 50701 | 420680302 | 501(C)(3) | $66,922 | $0 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 32 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE FUNDS ARE DISTRIBUTED ON A MONTHLY BASIS TO THE BOARD APPROVED AGENCIES FOR INDIVIDUAL PROGRAMS. AGENCIES ARE REQUIRED TO SUBMIT A REPORT OF USAGE AND OUTCOMES BI-ANNUALLY. IF A REPORT IS NOT RECEIVED, FUNDING IS SUSPENDED. |
| SCHEDULE I | TOTAL PER SCHEDULE I: $1,340,982 DONORS LESS THAN $5,000: 33,158 DONOR DESIGNATIONS: 77,313 INTERNAL PROGRAM EXPENSES: 6,203 PART IX, LINE 1: $1,457,656 |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | EVENT PRIZES | Desc |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $40,201 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTIONS REPRESENT THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT COPY OF THE FORM 990 WAS SENT TO THE PRESIDENT FOR REVIEW. A FINAL COPY OF THE FORM 990 WAS SENT TO ALL BOARD MEMBERS PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH STAFF PERSON AND BOARD MEMBER ARE ASKED TO SIGN A DOCUMENT ANNUALLY INDICATING THEY ARE AWARE OF AND UNDERSTAND THE POLICY. THE ORGANIZATION ALSO HAS AN AGENDA ITEM AT THE BEGINNING OF EACH BOARD MEETING ASKING FOR CONFLICTS OF INTEREST RELATED TO THE AGENDA. |
| FORM 990, PART VI, SECTION B, LINE 15A | CEDAR VALLEY UNITED WAY HAS DEVELOPED A POLICY TO ENSURE THAT EXECUTIVE COMPENSATION IS COMPETITIVE AND REASONABLE AS COMPARED TO OTHER NON-PROFIT ORGANIZATIONS AND UNITED WAYS OF SIMILAR SIZE AND CHARACTERISTICS. THE PRESIDENT'S COMPENSATION IS REVIEWED ANNUALLY TO ENSURE IT IS DEEMED FAIR AND REASONABLE. REASONABILITY IS DETERMINED USING BENCHMARKS OF OTHER NON-PROFIT ORGANIZATIONS AND THE UNITED WAYS OF SIMILAR SIZE AND CHARACTERISTICS. THE BENCHMARKS INCLUDE THE MOST RECENT UNITED WAY WORLDWIDE HUMAN CAPITAL STUDY AND/OR THE 990 DATA FOR LIKE SIZE AND GEOGRAPHIC LOCATION. COMPARISON MAY ALSO INCLUDE SELECTED LOCAL NONPROFIT ORGANIZATIONS. SALARY INCREASES ARE NOT GRANTED AUTOMATICALLY, BUT ONLY AS A RESULT OF DEMONSTRATED PERFORMANCE, DOCUMENTED BY A JOB-RELATED PERFORMANCE REVIEW. THE BOARD OF DIRECTORS ANNUALLY APPROVES THE PERFORMANCE REVIEW OF THE PRESIDENT AND ESTABLISHES COMPENSATION BASED ON RECOMMENDATIONS OF THE EXECUTIVE COMMITTEE. THE BOARD ALSO ENSURES THAT NO ONE WHO PARTICIPATES IN THE DECISION HAS A CONFLICT OF INTEREST CONCERNING THE TRANSACTION. ALL DOCUMENTATION REGARDING THE COMPENSATION ARRANGEMENT, INCLUDING BENCHMARK COMPARISONS, PERFORMANCE REVIEWS, AND BOARD APPROVAL ARE MAINTAINED IN THE PRESIDENT'S PERSONNEL FILE. IN ADDITION TO THE ABOVE COMPENSATION AGREEMENT, THE BOARD TREASURER REVIEWS AND APPROVES ANNUALLY THE W-2, AND MONTHLY THE EXPENSE REPORTS OF THE PRESIDENT. THIS POLICY HAS BEEN CREATED TO ENSURE FAIR AND CONSISTENT PRACTICES IN REGARD TO EXECUTIVE COMPENSATION AND TO COMPLY WITH ALL FEDERAL AND STATE LAWS. COMPENSATION ELEMENTS MAY INCLUDE: - SALARY - HEALTH, LIFE, AND DISABILITY INSURANCE - RETIREMENT CONTRIBUTION - MEMBERSHIPS INCLUDING ASSOCIATIONS - EDUCATIONAL CONFERENCES |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO PUBLIC UPON WRITTEN REQUEST. |
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