UNITED WAY OF STORY COUNTY INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF STORY COUNTY INC (EIN 42-0947489)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-11-06
IRS object ID
202433119349300013
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

FieldValueIRS element (for citing)
Return2024-11-06T08:32:31-06:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205925131PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TRUSTPOINT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11525 AIRPORT ROAD SUITE 103AddressLine1Txt
CityAMESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50010ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN420947489EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF STORY COUNTY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone5152685142PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1315 CLARK AVEAddressLine1Txt
CityAMESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonASHLEY THOMPSONPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone5152685142PhoneNum
Signature2024-10-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMURRAY A STANLEY CPAPreparerPersonNm
PTINP00031028PTIN
Phone5152336300PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerASHLEY THOMPSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1315 CLARK AVEAddressLine1Txt
CityAMESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50010ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,539,626GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UWSTORY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1972FormationYr
Legal Domicile StateIALegalDomicileStateCd
Activity Or MissionTHE UNITED WAY OF STORY COUNTY IS A STRATEGIC LEADER IN BUILDING COUNTY-WIDE PARTNERSHIPS TO IDENTIFY NEEDS AND TO DEVELOP, SUPPORT AND EVALUATE EFFECTIVE HUMAN SERVICES, ESPECIALLY IN THE AREAS OF HEALTH, EDUCATION, AND FINANCIAL STABILITY, FOR OUR DIVERSE COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers1000TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,459,556PYContributionsGrantsAmt
CY Contributions Grants$2,341,933CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$111,805PYInvestmentIncomeAmt
CY Investment Income$196,961CYInvestmentIncomeAmt
PY Other Revenue$3,510PYOtherRevenueAmt
CY Other Revenue$732CYOtherRevenueAmt
PY Total Revenue$2,574,871PYTotalRevenueAmt
CY Total Revenue$2,539,626CYTotalRevenueAmt
PY Grants And Similar Paid$1,301,731PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,462,493CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$553,737PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$577,320CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$218,228CYTotalFundraisingExpenseAmt
PY Other Expenses$378,578PYOtherExpensesAmt
CY Other Expenses$395,392CYOtherExpensesAmt
PY Total Expenses$2,234,046PYTotalExpensesAmt
CY Total Expenses$2,435,205CYTotalExpensesAmt
PY Revenues Less Expenses$340,825PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$104,421CYRevenuesLessExpensesAmt
Total Assets BOY$3,767,137TotalAssetsBOYAmt
Total Assets EOY$4,114,514TotalAssetsEOYAmt
Total Liabilities BOY$301,854TotalLiabilitiesBOYAmt
Total Liabilities EOY$441,856TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,465,283NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,672,658NetAssetsOrFundBalancesEOYAmt
MissionTHE UNITED WAY OF STORY COUNTY IS A STRATEGIC LEADER IN BUILDING COUNTYWIDE PARTNERSHIPS TO IDENTIFY NEEDS AND TO DEVELOP, SUPPORT AND EVALUATE EFFECTIVE HUMAN SERVICES FOR OUR DIVERSE COMMUNITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,111,026ExpenseAmt
Grant$1,462,493GrantAmt
Revenue$49,156RevenueAmt
DescUNITED WAY OF STORY COUNTY PROVIDES FUNDING FOR SERVICES PROVIDED BY OUR PARTNER AGENCIES THROUGHOUT STORY COUNTY.Desc
Total Program Service Expenses$2,111,026TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document14IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee8EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldIAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASHLEY THOMPSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5152685142PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1315 CLARK AVEAddressLine1Txt
CityAMESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50010ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
AMBER DEARDORFF
PAST CHAIR1.00Yes (X)$0$0$0
JOEL HOCHSTEIN
BOARD CHAIR1.00Yes (X)$0$0$0
SHARON PERRY FANTINI
1ST VICE CHAIR1.00Yes (X)$0$0$0
JANE WOODLEY
CORPORATION TREASURER1.00Yes (X)$0$0$0
SHAMAREE BROWN
DIRECTOR1.00Yes (X)$0$0$0
KIM IIAMS
SECRETARY1.00Yes (X)$0$0$0
JASON HENDERSON
DIRECTOR1.00Yes (X)$0$0$0
ANDREW PERRY
DIRECTOR1.00Yes (X)$0$0$0
MILLY AGAI
2ND VICE CHAIR1.00Yes (X)$0$0$0
KATELYN PROCTOR
DIRECTOR1.00Yes (X)$0$0$0
BETHANY MCCURDY
DIRECTOR1.00Yes (X)$0$0$0
JASON MORTVEDT
DIRECTOR1.00Yes (X)$0$0$0
EMILY SARGENT
DIRECTOR1.00Yes (X)$0$0$0
KATIE SHIVELY
DIRECTOR1.00Yes (X)$0$0$0
NICK HOFFMAN
DIRECTOR1.00Yes (X)$0$0$0
ASHLEY THOMPSON
PRESIDENT1.00$52,885$0$0Yes (X)
EMILY RANDALL
FINANCE DIRECTOR1.00$55,529$0$2,221Yes (X)
JEAN KRESSE
PAST PRESIDENT & CEO1.00$90,647$0$3,626Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$199,061TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$5,847TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$28,460FundraisingAmt
Government Grants$312,172GovernmentGrantsAmt
All Other Contributions$2,001,301AllOtherContributionsAmt
Total Contributions$2,341,933TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$148,537TotalRevenueColumnAmt
Exclusion$148,537ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$48,424SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$48,424SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$48,424TotalRevenueColumnAmt
Related Or Exempt Func Income$48,424RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$28,460ContriRptFundraisingEventAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE FEES/MIDesc
Business900099BusinessCd
Total Revenue Column$732TotalRevenueColumnAmt
Related Or Exempt Func Income$732RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$732OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,539,626TotalRevenueColumnAmt
Related Or Exempt Func Income$49,156RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$148,537ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,462,493TotalAmt
Program Services$1,462,493ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$199,060TotalAmt
Program Services$99,245ProgramServicesAmt
Management And General$57,830ManagementAndGeneralAmt
Fundraising$41,985FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$298,339TotalAmt
Program Services$194,640ProgramServicesAmt
Management And General$3,451ManagementAndGeneralAmt
Fundraising$100,248FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$19,876TotalAmt
Program Services$10,733ProgramServicesAmt
Management And General$3,507ManagementAndGeneralAmt
Fundraising$5,636FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$22,183TotalAmt
Program Services$18,412ProgramServicesAmt
Management And General$1,553ManagementAndGeneralAmt
Fundraising$2,218FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$37,862TotalAmt
Program Services$22,626ProgramServicesAmt
Management And General$3,688ManagementAndGeneralAmt
Fundraising$11,548FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,656TotalAmt
Management And General$6,656ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$13,220TotalAmt
Management And General$13,220ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$48,233TotalAmt
Program Services$41,642ProgramServicesAmt
Fundraising$6,591FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$13,210TotalAmt
Program Services$10,964ProgramServicesAmt
Management And General$925ManagementAndGeneralAmt
Fundraising$1,321FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$86,266TotalAmt
Program Services$71,600ProgramServicesAmt
Management And General$6,039ManagementAndGeneralAmt
Fundraising$8,627FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,249TotalAmt
Program Services$2,697ProgramServicesAmt
Management And General$227ManagementAndGeneralAmt
Fundraising$325FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$8,377TotalAmt
Program Services$6,953ProgramServicesAmt
Management And General$586ManagementAndGeneralAmt
Fundraising$838FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$10,624TotalAmt
Program Services$8,818ProgramServicesAmt
Management And General$744ManagementAndGeneralAmt
Fundraising$1,062FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$14,499TotalAmt
Program Services$12,034ProgramServicesAmt
Management And General$1,015ManagementAndGeneralAmt
Fundraising$1,450FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CONTRACT SERVICES$69,150$67,563$1,587
BAD DEBT EXPENSE$44,476$22,238$22,238
MISCELLANEOUS$37,668$31,264$2,637$3,767
DUES$32,656$27,104$2,286$3,266

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$7,108TotalAmt
Fundraising$7,108FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,435,205TotalAmt
Program Services$2,111,026ProgramServicesAmt
Management And General$105,951ManagementAndGeneralAmt
Fundraising$218,228FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,559,790BOYAmt
EOY$1,562,007EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$192,405BOYAmt
EOY$398,883EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$408,959BOYAmt
EOY$363,088EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$4,301EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$13,382BOYAmt
EOY$12,769EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$207,277LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$199,655LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$18,246BOYAmt
EOY$7,622EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,537,775BOYAmt
EOY$1,742,255EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$36,580BOYAmt
EOY$23,589EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,767,137BOYAmt
EOY$4,114,514EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$254,141BOYAmt
EOY$399,670EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$10,894BOYAmt
EOY$18,044EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$36,819BOYAmt
EOY$24,142EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$301,854BOYAmt
EOY$441,856EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,359,423BOYAmt
EOY$2,439,250EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,105,860BOYAmt
EOY$1,233,408EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,465,283BOYAmt
EOY$3,672,658EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,767,137BOYAmt
EOY$4,114,514EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$104,421ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$102,954NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,515,553CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,448,608CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,127,101CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,459,556CurrentTaxYearMinus1YearAmt
Current Tax Year$2,341,933CurrentTaxYearAmt
Total$11,892,751TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,515,553CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,448,608CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,127,101CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,459,556CurrentTaxYearMinus1YearAmt
Current Tax Year$2,341,933CurrentTaxYearAmt
Total$11,892,751TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$11,892,751PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$51,754CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,677CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$47,675CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$112,256CurrentTaxYearMinus1YearAmt
Current Tax Year$148,537CurrentTaxYearAmt
Total$404,899TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,534CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,970CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,235CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,510CurrentTaxYearMinus1YearAmt
Current Tax Year$732CurrentTaxYearAmt
Total$13,981TotalAmt
FieldValueIRS element (for citing)
Total Support$12,311,631TotalSupportAmt
Public Support CY1700.96600PublicSupportCY170Pct
Public Support PY1700.97400PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$949,830BeginningYearBalanceAmt
Contributions$49,009ContributionsAmt
Investment Earnings Or Losses$119,963InvestmentEarningsOrLossesAmt
Grants Or Scholarships$48,089GrantsOrScholarshipsAmt
Administrative Expenses$8,154AdministrativeExpensesAmt
End Year Balance$1,062,559EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$858,342BeginningYearBalanceAmt
Contributions$62,559ContributionsAmt
Investment Earnings Or Losses$85,568InvestmentEarningsOrLossesAmt
Grants Or Scholarships$44,293GrantsOrScholarshipsAmt
Administrative Expenses$12,346AdministrativeExpensesAmt
End Year Balance$949,830EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$977,662BeginningYearBalanceAmt
Contributions$46,355ContributionsAmt
Investment Earnings Or Losses-$108,317InvestmentEarningsOrLossesAmt
Grants Or Scholarships$44,480GrantsOrScholarshipsAmt
Administrative Expenses$12,878AdministrativeExpensesAmt
End Year Balance$858,342EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$757,523BeginningYearBalanceAmt
Contributions$45,877ContributionsAmt
Investment Earnings Or Losses$222,287InvestmentEarningsOrLossesAmt
Grants Or Scholarships$38,617GrantsOrScholarshipsAmt
Administrative Expenses$9,408AdministrativeExpensesAmt
End Year Balance$977,662EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$724,331BeginningYearBalanceAmt
Contributions$50,182ContributionsAmt
Investment Earnings Or Losses$17,473InvestmentEarningsOrLossesAmt
Grants Or Scholarships$34,463GrantsOrScholarshipsAmt
End Year Balance$757,523EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$91,992OtherCostOrOtherBasisAmt
Depreciation$84,520DepreciationAmt
Book Value$7,472BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$115,285OtherCostOrOtherBasisAmt
Depreciation$115,135DepreciationAmt
Book Value$150BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,622TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOPERATING LEASE LIABILITYDesc
Amt$24,142Amt
FieldValueIRS element (for citing)
Total Liability$24,142TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$2,669,914TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$102,954NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$40,554DonatedServicesAndUseFcltsAmt
Revenue Not Reported$143,508RevenueNotReportedAmt
Revenue Subtotal$2,526,406RevenueSubtotalAmt
Investment Expenses Not Incld$13,220InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$13,220RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,539,626TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,462,539TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$40,554DonatedServicesUseFcltsAmt
Expenses Not Reported$40,554ExpensesNotReportedAmt
Expenses Subtotal$2,421,985ExpensesSubtotalAmt
Investment Expenses Not Incld2$13,220InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$13,220ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,435,205TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:THE ORGANIZATION SERVES AS THE FISCAL AGENT FOR SCAP, SCHSC AND CDR. THESE FUNDS ARE HELD TO BE DISBURSED ACCORDING TO THE INDIVIDUAL ORGANIZATIONS' DIRECTION.
PART V, LINE 4:5% PER YEAR IS ALLOWED TO BE USED ON SPECIAL NEEDS DETERMINED AND APPROVED BY THE BOARD OF DIRECTORS.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF EVENTEvent1Nm
Gross Receipts Event1$28,460GrossReceiptsEvent1Amt
Charitable Contri Event1$28,460CharitableContriEvent1Amt
Gross Receipts Total$28,460GrossReceiptsTotalAmt
Charitable Contributions Tot$28,460CharitableContributionsTotAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (29 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
HEARTLAND SENIOR SERVICES
PO BOX 748AMESIA50010421052353501(C)3$76,630$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
ACPC
920 CARROLLAMESIA50010420940017501(C)3$121,908$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
SALVATION ARMY
703 EAST LINCOLN WAYAMESIA50010362167910509(A)(1)$87,943$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
AMERICAN RED CROSS
PO BOX 73857CHICAGOIL60673420859061501(C)3$38,672$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
BOYS AND GIRLS CLUB
210 SOUTH 5TH STAMESIA50010420888428501(C)3$78,807$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
CAMP FIRE USA
5615 HICKMAN RDDES MOINESIA50310420680459501(C)3$20,620$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
CENTER FOR CREATIVE JUSTICE
210 LYNN AVEAMESIA50014421020129501(C)3$10,766$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
CHILDSERVE
1915 PHILADELPHIAAMESIA50010421390033501(C)3$48,348$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
RAISING READERS IN STORY COUNTY
PO BOX 2374AMESIA50010201672684501(C)3$32,772$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
GIRL SCOUTS
10715 HICKMAN RDDES MOINESIA50322420698218501(C)3$9,268$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
GOOD NEIGHBOR
613 CLARK AVEAMESIA50010391882712501(C)3$37,008$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
MGMC HOME HEALTH SERVICES
1114 DUFF AVEAMESIA50010421347891115(1)$48,706$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
LEGAL AID SOCIETY
937 SIXTH ST 101NEVADAIA50201421024720501(C)3$21,442$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
LUTHERAN SERVICES IN IOWA
PO BOX 848WAVERLYIA50677420698267501(C)3$33,143$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
NATIONAL ALLIANCE FOR THE MENTALLY ILL
242 5TH STREETAMESIA50010421281536501(C)3$31,054$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
HEART OF IOWA REGIONAL TRANSIT
2824 104TH STREETURBANDALEIA50322421176997115(1)$7,460$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
STORY TIME CHILDCARE CENTER
84 MAIN STMAXWELLIA50161421349943501(C)3$46,496$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
UNIVERSITY COMMUNITY CHILDCARE
2623 BRUNER DRIVEAMESIA50010933443158501(C)3$40,388$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
YOUTH AND SHELTER SERVICES
420 KELLOGGAMESIA50010421051609501(C)3$166,509$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
YWCA
808 HAYWARD STREETAMESIA50013426004224501(C)3$9,072$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
ASSAULT CARE CENTER
PO BOX 1429AMESIA50010421052613501(C)3$70,650$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
CENTRAL IOWA RSVP
503 ELM AVENUESTORY CITYIA50248421019146501(C)3$33,643$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
FOOD BANK OF IOWA
PO BOX 1517DES MOINESIA50305421177880501(C)3$13,525$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
ALL ABOARD FOR KIDS
6115 510TH AVENUEAMESIA50014811782497501(C)3$11,293$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIESTO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
PRIMARY HEALTH CARE
3510 LINCOLNWAYAMESIA50014421350092501(C)3$50,541$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
MID IOWA COMMUNITY ACTION
230 SE 16TH STREET 101AMESIA50010420923311501(C)3$17,157$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
NEVADA COMMUNITY CUPBOARD
1110 11TH STREETNEVADAIA50201501(C)3$10,600$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
LOAVES & FISHES FOOD PANTRY
PO BOX 23STORY CITYIA50248421257802501(C)3$8,600$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
ISU SHOP FOOD PANTRY
BEYER HALL 1306 2625 UNION DRAMESIA50011501(C)3$8,900$0TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
FieldValueIRS element (for citing)
Total501c3 Org26Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANT RECIPIENTS SIGN A CONTRACT AND HAVE SIX MONTH REPORTING REQUIREMENTS. ASSET RECEIPIENTS HAVE OUTCOME AND FINANCIAL REPORTING REPONSIBILITIES THAT VARY FROM 990'S TO AN AUDIT DEPENDENT UPON THE REVENUE OF THE ORGANIZATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF FORM 990 WAS PROVIDED TO THE BOARD PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE WRITTEN CONFLICT OF INTEREST POLICY IS REVIEWED YEARLY AT THE FIRST BOARD MEETING. EACH BOARD MEMBER IS TO REVIEW AND SIGN THE POLICY PRIOR TO VOTING ON ANY MATTERS BEFORE THE BOARD.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION OF THE ORGANIZATION'S PRESIDENT/CEO AND MANAGEMENT IS COMPARED TO AN UNITED WAY WORLDWIDE COMPENSATION REPORT DURING A SPECIAL PURPOSE EXECUTIVE SESSION.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S AUDIT AND MAJOR POLICIES ARE AVAILABLE ON THEIR WEBSITE. ANY OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST.
PART XII, LINE 2CTHE BOARD ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE COMPILATION OF ITS FINANCIAL STATEMENTS, THE AUDIT, AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT TO PERFORM THE AUDIT.

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