UNITED WAY OF WAPELLO COUNTY IOWA INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF WAPELLO COUNTY IOWA INC (EIN 42-0897349)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-02-01
- IRS object ID
- 202340329349300829
- Schema version
- 2021v4.0
- 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 | 2023-02-01T11:37:16-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421125570 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON LARKIN & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 N WAPELLO | AddressLine1Txt |
| City | OTTUMWA | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420897349 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF WAPELLO COUNTY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 6416821264 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 224 E SECOND ST 1 | AddressLine1Txt |
| City | OTTUMWA | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALI WILSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6416821264 | PhoneNum |
| Signature | 2022-12-28 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALI | PersonFirstNm |
| Person Last | WILSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXANDER BARR | PreparerPersonNm |
| PTIN | P02055622 | PTIN |
| Phone | 6416845489 | PhoneNum |
| Preparation | 2023-02-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALI WILSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 224 E SECOND ST 1 | AddressLine1Txt |
| City | OTTUMWA | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $534,505 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WAPELLOCOUW.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Activity Or Mission | UNITED WAY OF WAPELLO COUNTY ADVANCES THE COMMON GOOD THROUGH SUSTAINABLE, MEASURABLE IMPROVEMENTS TO OUR COMMUNITIES EDUCATION, INCOME, AND HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $521,518 | PYContributionsGrantsAmt |
| CY Contributions Grants | $429,528 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $407,923 | PYInvestmentIncomeAmt |
| CY Investment Income | $73,686 | CYInvestmentIncomeAmt |
| PY Other Revenue | $18,031 | PYOtherRevenueAmt |
| CY Other Revenue | $31,291 | CYOtherRevenueAmt |
| PY Total Revenue | $947,472 | PYTotalRevenueAmt |
| CY Total Revenue | $534,505 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $178,700 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $203,058 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $290,603 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $243,204 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $24,902 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $105,569 | PYOtherExpensesAmt |
| CY Other Expenses | $83,257 | CYOtherExpensesAmt |
| PY Total Expenses | $574,872 | PYTotalExpensesAmt |
| CY Total Expenses | $529,519 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $372,600 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,986 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,635,464 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,257,673 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $86,023 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $67,417 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,549,441 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,190,256 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITED WAY OF WAPELLO COUNTY ADVANCES THE COMMON GOOD THROUGH SUSTAINABLE, MEASURABLE IMPROVEMENTS TO OUR COMMUNITIES EDUCATION, INCOME, AND HEALTH. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $283,292 | ExpenseAmt |
| Grant | $203,058 | GrantAmt |
| Desc | THE COMMUNITY INVESTMENT PROGRAM OF UNITED WAY OF WAPELLO COUNTY INVESTS THE UNDESIGNATED FUNDS AVAILABLE TO SPECIFIC PROGRAMS PROVIDED BY 501(C) (3)NOT-FOR-PROFIT ORGANIZATIONS AND UNITED WAY. THE COMMUNITY IMPACT WORK OF UNITED WAY INCLUDES COLLABORATING WITH OTHER ORGANIZATIONS TO DEVELOP PROGRAMS AND COMMUNITY INITIATIVES COORDINATING AND PROVIDING GIFTS-IN-KIND INITIATIVES, AGENCY PROGRAM AND FISCAL EVALUATION AND FEEDBACK, AND NON- PROFIT CAPACITY BUILDING AND LEADERSHIP DEVELOPMENT. UNITED WAY OF WAPELLO COUNTY IMPACT PRIORITIES INCLUDE: CHILDREN ARE READY TO SUCCEED IN SCHOOL, FAMILIES ARE FINANCIALLY STABLE AND INDEPENDENT; YOUTH AND ADULTS ARE HEALTHY AND AVOID RISKY BEHAVIORS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $133,701 | ExpenseAmt |
| Desc | THE COMMUNITY INVESTMENT PROGRAM OF UNITED WAY OF WAPELLO COUNTY INVEST THE UNDESIGNATED FUND AVAILABLE TO SPECIFIC PROGRAMS PROVIDED BY 501(C)(3) NOT-FOR-PROFIT ORGANIZATIONS AND UNITED WAY. THE COMMMUNITY IMPACT WORK OF UNITED WAY INCLUDES COLLABORATING WITH OTHER ORGANIZATIONS TO DEVELOP PROGRAMS AND COMMUNITY INITIATIVES COORDINATING AND PROVIDING GIFTS-IN-KIND INITIATIVES, AGENCY PROGRAM AND FISCAL EVALUATION AND FEEDBACK, AND NON-PROFIT CAPACITY BUILDING AND LEADERSHIP DEVELOPMENT. UNITED WAY OF WAPELLO COUNTY IMPACT PRIORITIES INCLUDE: CHILDREN WHO ARE READY TO SUCCEED IN SCHOOL, FAMILIES ARE FINANCIALLY STABLE AND INDEPENDENT; YOUTH AND ADULTS ARE HEALTHY AND AVOID RISKY BEHAVIORS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $133,701 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $416,993 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | 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 | Yes (true) | 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 | false | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | false | 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 |
| 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALI WILSON | PersonNm |
| Phone | 6416821264 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 224 E SECOND ST 1 | AddressLine1Txt |
| City | OTTUMWA | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52501 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| ALI WILSON | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $64,265 | $0 | $0 | |
| TONI CAMERON | ||||||
| FINANCE EMPL | 40.00 | Yes (X) | $1,594 | $0 | $0 | |
| CAROL BURNSIDE | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| EDITH CABRERA-TELLO | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| SHEA GREINER | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| ASHLEY HENSCHEID | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KATHRYN KERRIGAN | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| SAMANTHA MEINDERS | ||||||
| CHAIR | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MIKE MORELAND | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| ERIK SAARANEN | ||||||
| SECRETARY | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JAMIE THOMAS | ||||||
| PAST CHAIR | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAVID HARPER | ||||||
| TREASURER | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $65,859 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $156,370 | GovernmentGrantsAmt |
| All Other Contributions | $273,158 | AllOtherContributionsAmt |
| Total Contributions | $429,528 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,686 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $73,686 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| NON CAMPAIGN SUPPORT | $29,073 | $29,073 |
| MISCELLANEOUS | $2,218 | $2,218 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $31,291 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $534,505 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $104,977 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,058 | TotalAmt |
| Program Services | $203,058 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,974 | TotalAmt |
| Program Services | $132,582 | ProgramServicesAmt |
| Management And General | $46,794 | ManagementAndGeneralAmt |
| Fundraising | $15,598 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,855 | TotalAmt |
| Program Services | $18,942 | ProgramServicesAmt |
| Management And General | $6,685 | ManagementAndGeneralAmt |
| Fundraising | $2,228 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,375 | TotalAmt |
| Program Services | $13,855 | ProgramServicesAmt |
| Management And General | $4,890 | ManagementAndGeneralAmt |
| Fundraising | $1,630 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,933 | TotalAmt |
| Management And General | $10,933 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,937 | TotalAmt |
| Program Services | $1,997 | ProgramServicesAmt |
| Management And General | $705 | ManagementAndGeneralAmt |
| Fundraising | $235 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,189 | TotalAmt |
| Program Services | $6,249 | ProgramServicesAmt |
| Management And General | $2,205 | ManagementAndGeneralAmt |
| Fundraising | $735 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,888 | TotalAmt |
| Program Services | $17,604 | ProgramServicesAmt |
| Management And General | $6,213 | ManagementAndGeneralAmt |
| Fundraising | $2,071 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,244 | TotalAmt |
| Program Services | $11,045 | ProgramServicesAmt |
| Management And General | $3,899 | ManagementAndGeneralAmt |
| Fundraising | $1,300 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,404 | TotalAmt |
| Program Services | $1,151 | ProgramServicesAmt |
| Management And General | $253 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,700 | TotalAmt |
| Program Services | $4,556 | ProgramServicesAmt |
| Management And General | $1,608 | ManagementAndGeneralAmt |
| Fundraising | $536 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,852 | TotalAmt |
| Program Services | $1,119 | ProgramServicesAmt |
| Management And General | $1,733 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,110 | TotalAmt |
| Program Services | $4,835 | ProgramServicesAmt |
| Management And General | $1,706 | ManagementAndGeneralAmt |
| Fundraising | $569 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $529,519 | TotalAmt |
| Program Services | $416,993 | ProgramServicesAmt |
| Management And General | $87,624 | ManagementAndGeneralAmt |
| Fundraising | $24,902 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $741,911 | BOYAmt |
| EOY | $734,326 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,641 | BOYAmt |
| EOY | $29,283 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,593 | BOYAmt |
| EOY | $6,821 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,778 | BOYAmt |
| EOY | $5,252 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $97,238 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $91,481 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,283 | BOYAmt |
| EOY | $5,757 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $536,760 | BOYAmt |
| EOY | $469,862 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,254,498 | BOYAmt |
| EOY | $1,006,372 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,635,464 | BOYAmt |
| EOY | $2,257,673 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,919 | BOYAmt |
| EOY | $57,251 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,992 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,112 | BOYAmt |
| EOY | $10,166 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,023 | BOYAmt |
| EOY | $67,417 | 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 | $1,285,457 | BOYAmt |
| EOY | $1,183,884 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,263,984 | BOYAmt |
| EOY | $1,006,372 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,549,441 | BOYAmt |
| EOY | $2,190,256 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,635,464 | BOYAmt |
| EOY | $2,257,673 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,986 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$361,927 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,244 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $527,535 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $502,002 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $479,595 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $521,518 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $429,528 | CurrentTaxYearAmt |
| Total | $2,460,178 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $527,535 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $502,002 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $479,595 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $521,518 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $429,528 | CurrentTaxYearAmt |
| Total | $2,460,178 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,460,178 | PublicSupportTotal170Amt |
| Total Support | $2,460,178 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $871,846 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Public Support PY170 | 1.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $97,238 | OtherCostOrOtherBasisAmt |
| Depreciation | $91,481 | DepreciationAmt |
| Book Value | $5,757 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,757 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INT. IN TRUST HELD | Desc |
| Book Value | $1,006,372 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,006,372 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED PAYROLL TAXES | Desc |
| Amt | $10,166 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,166 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $534,505 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $534,505 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $534,505 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $529,519 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $529,519 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $529,519 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|
| AL EXITO | |||||
| PO BOX 93531 | PO BOX 93531 | DES MOINES | IA | 50393 | $12,000 |
| AMERICAN HOME FINDING | |||||
| PO BOX 656 | PO BOX 656 | OTTUMWA | IA | 52501 | $55,003 |
| FRIENDS OF IOWA CASA & ICFCRB | |||||
| 105 EAST THRID STREET SUITE 201 | 105 EAST THRID STREET SUITE 201 | OTTUMWA | IA | 52501 | $28,755 |
| IOWA LEGAL AID | |||||
| 1111 9TH STREET SUITE 230 | 1111 9TH STREET SUITE 230 | DES MOINES | IA | 50314 | $15,000 |
| OTTUMWA COMMUNITY SCHOOL DISTRICT | |||||
| 1112 N VAN BUREN | 1112 N VAN BUREN | OTTUMWA | IA | 52501 | $17,000 |
| UNITED WAY OF IOWA | |||||
| PO BOX 316 | PO BOX 316 | JOHNSTON | IA | 50131 | $19,800 |
| YMCA | |||||
| 611 HANCOCK STREET | 611 HANCOCK STREET | OTTUMWA | IA | 52501 | $32,500 |
| CRISIS CENTER AND WOMENS SHELTER | |||||
| PO BOX 446 | OTTUMWA | IA | 52501 | $15,000 | |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | THE COMMUNITY INVESTMENT PROGRAM OF UNITED WAY OF WAPELLO COUNTY INVEST THE UNDESIGNATED FUND AVAILABLE TO SPECIFIC PROGRAMS PROVIDED BY 501(C)(3) NOT-FOR-PROFIT ORGANIZATIONS AND UNITED WAY. THE COMMMUNITY IMPACT WORK OF UNITED WAY INCLUDES COLLABORATING WITH OTHER ORGANIZATIONS TO DEVELOP PROGRAMS AND COMMUNITY INITIATIVES COORDINATING AND PROVIDING GIFTS-IN-KIND INITIATIVES, AGENCY PROGRAM AND FISCAL EVALUATION AND FEEDBACK, AND NON-PROFIT CAPACITY BUILDING AND LEADERSHIP DEVELOPMENT. UNITED WAY OF WAPELLO COUNTY IMPACT PRIORITIES INCLUDE: CHILDREN WHO ARE READY TO SUCCEED IN SCHOOL, FAMILIES ARE FINANCIALLY STABLE AND INDEPENDENT; YOUTH AND ADULTS ARE HEALTHY AND AVOID RISKY BEHAVIORS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | TAX RETURN IS GIVEN TO THE BOARD TO REVIEW AND APPROVE PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | COGNIZANT OF RELATIONSHIPS THAT THE BOARD HAS WITH COMPANIES PROVIDING SERVICES |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION IS REVEIWED AND APPROVED BY A GOVERNING BODY, PROVIDED THAT PERSONS WITH A CONFLICT OF INTEREST WITH REPSECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED. USE OF DATA AS TO A COMPARABLE COMPENSATION FOR A SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITION AT SINILAR ORGANIZATIONS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | NO DOCUMENTS AVAILABLE TO THE PUBLIC |
| FORM 990, PART XI, LINE 9 | UNALLOCATED UNITED WAY -2,244 |