2022-10-25T12:40:49-05:00 2021-12-31 421243538 BERGANKDV LTD PO BOX 2100 WATERLOO IA 507042100 990 2021-01-01 420801846 CEDAR VALLEY UNITED WAY CEDA 3192356211 425 CEDAR STREET 300 WATERLOO IA 50701 DEBBIE ROTH PRESIDENT 3192356211 2022-10-25 1 DEBBIE ROTH 999009999 BRIAN ARONSON CPA P01425251 3192346885 2022-10-25 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z DEBBIE ROTH 425 CEDAR STREET 300 WATERLOO IA 50701 2698804 0 X WWW.CEDARVALLEYUNITEDWAY.ORG X 1923 IA LEVERAGING RESOURCES TO HELP PEOPLE, CHANGE LIVES, AND MAKE YOUR COMMUNITY INVESTMENT COUNT. 23 23 9 58 0 0 2061380 2636337 0 0 35727 37392 0 -11982 2097107 2661747 1768900 1810738 0 0 414098 420865 0 0 280544 247134 252176 2430132 2483779 -333025 177968 2808649 3032668 1064256 1098550 1744393 1934118 X LEVERAGING RESOURCES TO HELP PEOPLE, CHANGE LIVES, AND MAKE YOUR COMMUNITY INVESTMENT COUNT. 0 0 1810738 1810738 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 ORGANZATION WORKS WITH THE LABOR COMMUNITY TO LEVERAGE SUPPORT AND MANAGE MANY COLLECTIVE PROJECTS THROUGHOUT THE YEAR.THE ORGANIZATION DIRECTS MANAGEMENT AND SUPPORT FOR BOOKS FOR BABIES, THE CAMPAIGN FOR GRADE LEVEL READING, LOCAL BOOK DRIVES AND THE A WOMEN'S CAREER MENTORING PROGRAM. 186764 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. 1997502 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X DEBBIE ROTH 3192356211 425 CEDAR STREET SUITE 300 WATERLOO IA 50701 BAIRD SHEILA PRESIDENT THROUGH MARCH 2022 40.00 X 100491 0 33880 HARRIS DAVID CHAIR 1.00 X X 0 0 0 BERRY JOHN PAST CHAIR 1.00 X X 0 0 0 BLANFORD THOMAS TREASURER 1.00 X X 0 0 0 DARRAH STEVE SECRETARY 1.00 X X 0 0 0 BARNARD STEVE DIRECTOR 0.50 X 0 0 0 BISHOP HEATHER DIRECTOR 0.50 X 0 0 0 BRITSON ANNE DIRECTOR 0.50 X 0 0 0 CARIGNAN STEVE DIRECTOR 0.50 X 0 0 0 COOK LUCAS DIRECTOR 0.50 X 0 0 0 DRISCOLL TERESA DIRECTOR 0.50 X 0 0 0 FREEMAN CATHARINE DIRECTOR 0.50 X 0 0 0 FROST WAYNE DIRECTOR 0.50 X 0 0 0 GIBSON ALLISON DIRECTOR 0.50 X 0 0 0 KITRICK DONNA DIRECTOR 0.50 X 0 0 0 KNUDTSON ANNE DIRECTOR 0.50 X 0 0 0 LARIMER CHRISTOPHER DIRECTOR 0.50 X 0 0 0 MATZ JEREMIAH DIRECTOR 0.50 X 0 0 0 MEIJA JILL DIRECTOR 1.00 X 0 0 0 MEISINGER BRUCE DIRECTOR 0.50 X 0 0 0 MILLER NATHAN DIRECTOR 0.50 X 0 0 0 MOHORNE STEPHANIE DIRECTOR 0.50 X 0 0 0 SCHMIT RYAN DIRECTOR 0.50 X 0 0 0 ST JOHN ERICA DIRECTOR 0.50 X 0 0 0 100491 0 33880 1 0 0 0 0 40488 142246 2453603 27298 2636337 37392 37392 25075 40488 37057 -11982 -11982 2661747 0 0 25410 1810738 1810738 134415 62731 26883 44801 209302 47805 41860 119637 21855 6740 4371 10744 29032 4421 5806 18805 26261 8099 5252 12910 86093 3428 77201 5464 8270 5771 2499 11635 1500 7744 2391 3382 1043 676 1663 49344 16528 13956 18860 50380 15940 11709 22731 9291 2866 1858 4567 17996 5550 3599 8847 2731 842 546 1343 2456 694 780 982 DUES & SUBSCRIPTIONS 4352 1342 870 2140 6246 1464 123 4659 2483779 1997502 205733 280544 1942706 1769726 371975 592601 7110 7552 80382 75735 7378 4647 150946 536332 264050 64484 121810 2808649 3032668 49383 36887 1014873 1061663 1064256 1098550 X 794862 957747 949531 976371 1744393 1934118 2808649 3032668 177968 11757 0 X 0 1 X 1 0 X 2925225 1831520 3070651 2061380 2636337 12525113 2925225 1831520 3070651 2061380 2636337 12525113 2912927 9612186 44138 42839 79931 35727 37392 240027 46980 37566 44238 25075 153859 12918999 0.74400 0.75420 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2017 AMOUNT: $ 46,980. 2018 AMOUNT: $ 37,566. 2019 AMOUNT: $ 44,238. 2021 AMOUNT: $ 25,075. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 80382 75735 4647 4647 2657961 11757 125575 137332 2520629 8270 132848 141118 2661747 2468236 125575 22236 147811 2320425 8270 155084 163354 2483779 PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 155,084. FUNDRAISING EXPENSE INCLUDED IN REVENUE IN THE 990 -22,236. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE INCLUDED IN REVENUE IN THE 990 22,236. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 155,084. GOLF CLASSIC 65563 40488 25075 27298 9759 65563 40488 25075 27298 9759 37057 -11982 1 ALLEN COLLEGE 1825 LOGAN AVENUE WATERLOO IA 50703 420698265 501(C)(3) 27000 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. ALLEN HOSPITAL 1825 LOGAN AVENUE WATERLOO IA 50703 420698265 501(C)(3) 102531 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. AMERICAN RED CROSS - HAWKEYE CHAPTER 2530 UNIVERSITY AVENUE WATERLOO IA 50701 530196605 501(C)(3) 16370 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. BLACK HAWK GRUNDY MENTAL HEALTH 3251 WEST NINTH STREET WATERLOO IA 50702 420733463 501(C)(3) 145296 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. CATHOLIC CHARITIES OF THE ARCHDIOCESE OF DUBUQUE PO BOX 1309 DUBUQUE IA 52004 420680493 501(C)(3) 25000 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. CEDAR VALLEY FRIENDS OF THE FAMILY 220 10TH STREET SW SUITE 200 WAVERLY IA 50677 421390144 501(C)(3) 34290 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. CEDAR VALLEY PRESCHOOL 724 LANTZ CEDAR FALLS IA 50613 420956806 501(C)(3) 18500 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. COMMUNITY HOUSING INITIATIVE 910 DECATHLON DRIVE WATERLOO IA 50701 421416426 501(C)(3) 36773 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. ETHNIC MINORITIES OF BURMA ADVOCACY 2309 EUCLID AVENUE DES MOINES IA 50310 461017191 501(C)(3) 46700 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. FAMILY & CHILDREN'S COUNCIL 316 W 5TH ST STE A WATERLOO IA 50703 421307663 501(C)(3) 24000 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. FAMILY YMCA OF BLACK HAWK COUNTY 669 SOUTH HACKETT RD WATERLOO IA 50701 420681109 501(C)(3) 12000 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. FRIENDS OF IOWA CASA 321 EAST 12TH STREET DES MOINES IA 50319 421471727 501(C)(3) 19550 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. GRIN & GROW LTD 505 FRANKLIN STREET WATERLOO IA 50703 421135299 501(C)(3) 85300 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. HAWKEYE COMMUNITY COLLEGE 1501 ORANGE ROAD WATERLOO IA 50702 426123782 501(C)(3) 50000 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. IOWA JAG INC GRIMES STATE OFFICE BUILDING DES MOINES IA 50319 421492988 501(C)(3) 40000 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. IOWA LEGAL AID 1111 9TH STREET SUITE 230 DES MOINES IA 50314 421079227 501(C)(3) 10000 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. JESSE COSBY CENTER 1112 MOBILE STREET WATERLOO IA 50703 421152638 501(C)(3) 12592 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. JOB FOUNDATION PO BOX 1141 CEDAR FALLS IA 50614 203091308 501(C)(3) 13000 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. MERCYONE WATERLOO MEDICAL CENTER 3421 W 9TH STRET WATERLOO IA 50702 421264647 501(C)(3) 12375 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. LUTHERAN SERVICES IN IOWA 1510 LOGAN AVENUE WATERLOO IA 50703 420698203 501(C)(3) 12500 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. NAMI 1825 LOGAN AVENUE WATERLOO IA 50703 421273380 501(C)(3) 7500 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. NE IOWA FOOD BANK 106 E 11TH STREET WATERLOO IA 50703 421169648 501(C)(3) 37035 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. NORTHEAST IOWA AREA AGENCY ON AGING 2101 KIMBALL AVENUE SUITE 320 WATERLOO IA 50702 421621262 501(C)(3) 41184 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. NORTH STAR COMMUNITY SERVICES 3420 UNIVERSITY AVE STE C WATERLOO IA 50701 421038039 501(C)(3) 12600 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. OPERATION THRESHOLD PO BOX 4120 WATERLOO IA 50704 420982549 501(C)(3) 112208 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. PATHWAYS BEHAVIORAL SERVICES 2222 FALLS AVENUE WATERLOO IA 50701 510245708 501(C)(3) 42000 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. PEOPLES COMMUNITY HEALTH CLINIC 905 FRANKLIN STREET WATERLOO IA 50703 421058629 501(C)(3) 112499 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. RIVERVIEW 2055 KIMBALL AVENUE WATERLOO IA 50702 363920008 501(C)(3) 50165 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. SALVATION ARMY PO BOX 867 WATERLOO IA 50704 222406433 501(C)(3) 74719 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. SUCCESSLINK 215 E 4TH STREET WATERLOO IA 50703 421444315 501(C)(3) 168985 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. VISITING NURSING ASSOCIATION 2530 UNIVERSITY AVENUE WATERLOO IA 50701 420782546 501(C)(3) 26075 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. WAYPOINT 318 FIFTH STREET SE CEDAR RAPIDS IA 52401 420680307 501(C)(3) 34000 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. WATERLOO COMMUNITY SCHOOLS 1516 WASHINGTON ST WATERLOO IA 50702 421364293 WCSD 28473 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. YWCA 425 LAFAYETTE STREET WATERLOO IA 50701 420680302 501(C)(3) 83300 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. UNITED WAY OF CENTRAL IOWA 1111 NINETH ST STE 100 DES MOINES IA 50314 420680425 501(C)(3) 20600 0 GRANT FOR SPECIFIC PROGRAM SUPPORT. 35 1 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: $1,595,120 DONORS LESS THAN $5,000 57,384 DONOR DESIGNATIONS: 155,084 INTERNAL PROGRAM EXPENSES: 3,150 PART IX, LINE 1: $1,810,738 X GOLF PRIZES 23 27298 0 0 0 0 SCHEDULE M, PART I, COLUMN (B) THE NUMBER OF CONTRIBUTIONS REPRESENT THE NUMBER OF CONTRIBUTORS. 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.