2022-11-15T08:32:22-06:00 2022-06-30 205925131 SCHNURR & COMPANY LLP 1525 AIRPORT ROAD SUITE 103 AMES IA 50010 990 2021-07-01 420947489 UNITED WAY OF STORY COUNTY INC UNIT 5152685142 315 CLARK AVE AMES IA 50010 JEAN KRESSE PRESIDENT/CEO 5152685142 2022-11-11 1 JEAN KRESSE 999009999 MURRAY A STANLEY CPA P00031028 5152336300 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JEAN KRESSE 315 CLARK AVE AMES IA 50010 2197402 0 X WWW.UWSTORY.ORG X 1972 IA THE 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. 15 15 10 1000 0 0 2454171 2127101 0 0 121015 67066 1970 3235 2577156 2197402 1308043 1318264 0 0 524019 488493 0 0 198534 385469 397755 2217531 2204512 359625 -7110 3436095 3255798 157953 221404 3278142 3034394 THE 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. 0 0 1919439 1318264 3235 UNITED WAY OF STORY COUNTY PROVIDES FUNDING FOR SERVICES PROVIDED BY OUR PARTNER AGENCIES THROUGHOUT STORY COUNTY. 1919439 1 1 0 0 0 0 0 0 1 1 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 0 0 0 0 0 0 0 0 0 1 12 0 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IA X EMILY RANDALL 5152685142 315 CLARK AVE AMES IA 50010 JONATHAN WICKERT BOARD CHAIR 1.00 X 0 0 0 AMBER DEARDORFF 1ST VICE CHAIR 1.00 X 0 0 0 JOEL HOCHESTEIN 2ND VICE CHAIR 1.00 X 0 0 0 KURT JENSEN CORPORATION TREASURER 1.00 X 0 0 0 ADAVID INYANG PAST BOARD CHAIR 1.00 X 0 0 0 KIM IIAMS SECRETARY 1.00 X 0 0 0 MILLY AGAI DIRECTOR 1.00 X 0 0 0 MATT FRANCO DIRECTOR 1.00 X 0 0 0 JULIE HAVERLY DIRECTOR 1.00 X 0 0 0 YADIEL JOHNSON DIRECTOR 1.00 X 0 0 0 BETHANY MCCURDY DIRECTOR 1.00 X 0 0 0 JASON MORTVEDRT DIRECTOR 1.00 X 0 0 0 EMILY SARGENT DIRECTOR 1.00 X 0 0 0 KATIE SHIVELY DIRECTOR 1.00 X 0 0 0 STEVE TENNEY DIRECTOR 1.00 X 0 0 0 JEAN KRESSE PRESIDENT 1.00 X 110231 0 0 EMILY RANDALL FINANCE DIRECTOR 1.00 X 51522 0 0 161753 0 0 1 0 0 0 0 34058 95369 1997674 2127101 47675 47675 19391 0 19391 19391 19391 0 34058 0 0 ADMINISTRATIVE FEES 900099 3235 3235 3235 2197402 3235 0 67066 1318264 1318264 161753 90042 34208 37503 281161 191829 6748 82584 12041 7829 1075 3137 33538 21383 3090 9065 11365 11365 12878 12878 9250 9250 24727 20523 1731 2473 81857 67941 5730 8186 1927 1599 135 193 4026 3341 282 403 19403 16105 1358 1940 41546 34483 2908 4155 CONTRACT SERVICES 82027 80276 1751 BAD DEBT EXPENSE 53898 26949 26949 DUES 41238 34227 2887 4124 CAMPAIGN 8009 8009 5604 4648 393 563 2204512 1919439 86539 198534 710195 1177419 587738 187132 498892 448325 17214 21123 222486 190715 51174 31771 1569244 1390028 1638 3436095 3255798 149543 214100 8410 7304 157953 221404 X 2154806 2028168 1123336 1006226 3278142 3034394 3436095 3255798 -7110 -236638 0 X X 0 1 X 1 0 X 2569421 2152498 2515553 2448608 2127101 11813181 2569421 2152498 2515553 2448608 2127101 11813181 11813181 44500 42281 51754 44677 47675 230887 4534 1970 3235 9739 12053807 0.98000 0.97800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 977662 46355 -108317 44480 12878 858342 757523 45877 222287 38617 9408 977662 724331 50182 17473 34463 757523 652938 73236 35403 30498 6748 724331 622313 47147 38954 49247 6229 652938 1.00000 1 0 91992 63247 28745 130494 127468 3026 31771 2024190 -236638 76304 -160334 2184524 12878 12878 2197402 2267938 76304 76304 2191634 12878 12878 2204512 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. GOLF EVENT 34058 34058 34058 34058 1 HEARTLAND SENIOR SERVICES PO BOX 748 AMES IA 50010 421052353 501(C)3 73701 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES ACPC 920 CARROLL AMES IA 50010 420940017 501(C)3 47764 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES SALVATION ARMY 703 EAST LINCOLN WAY AMES IA 50010 362167910 509(A)(1) 36004 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES AMERICAN RED CROSS PO BOX 73857 CHICAGO IL 60673 420859061 501(C)3 9000 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES BOY SCOUTS OF AMERICA MID IOWA COUNCIL 6123 SCOUT TRAIL DES MOINES IA 50321 420981715 501(C)3 11982 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES BOYS AND GIRLS CLUB 210 SOUTH 5TH ST AMES IA 50010 420888428 501(C)3 84069 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES CAMP FIRE USA 5615 HICKMAN RD DES MOINES IA 50310 420680459 501(C)3 27082 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES CENTER FOR CREATIVE JUSTICE 210 LYNN AVE AMES IA 50014 421020129 501(C)3 11443 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES CHILDSERVE 1915 PHILADELPHIA AMES IA 50010 421390033 501(C)3 15770 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES RAISING READERS IN STORY COUNTY PO BOX 2374 AMES IA 50010 201672684 501(C)3 40050 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES GIRL SCOUTS 10715 HICKMAN RD DES MOINES IA 50322 420698218 501(C)3 10927 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES GOOD NEIGHBOR 613 CLARK AVE AMES IA 50010 391882712 501(C)3 33039 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES MGMC HOME HEALTH SERVICES 1114 DUFF AVE AMES IA 50010 421347891 115(1) 51149 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES LEGAL AID SOCIETY 937 SIXTH ST 101 NEVADA IA 50201 421024720 501(C)3 21143 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES LUTHERAN SERVICES IN IOWA PO BOX 848 WAVERLY IA 50677 420698267 501(C)3 41710 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES NATIONAL ALLIANCE FOR THE MENTALLY ILL 242 5TH STREET AMES IA 50010 421281536 501(C)3 30311 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES HEART OF IOWA REGIONAL TRANSIT 2824 104TH STREET URBANDALE IA 50322 421176997 115(1) 7762 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES STORY TIME CHILDCARE CENTER 84 MAIN ST MAXWELL IA 50161 421349943 501(C)3 55180 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES THE ARC OF STORY COUNTY 130 S SHELDON AVE 302 AMES IA 50014 426099400 501(C)3 40268 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES UNIVERSITY COMMUNITY CHILDCARE 2623 BRUNER DRIVE AMES IA 50010 933443158 501(C)3 21484 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES YOUTH AND SHELTER SERVICES 420 KELLOGG AMES IA 50010 421051609 501(C)3 209280 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES YWCA 808 HAYWARD STREET AMES IA 50013 426004224 501(C)3 19203 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES ASSAULT CARE CENTER PO BOX 1429 AMES IA 50010 421052613 501(C)3 71222 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES CENTRAL IOWA RSVP 503 ELM AVENUE STORY CITY IA 50248 421019146 501(C)3 29261 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES FOOD BANK OF IOWA PO BOX 1517 DES MOINES IA 50305 421177880 501(C)3 27900 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES THE BRIDGE HOME 225 SOUTH KELLOGG AMES IA 50010 421252893 501(C)3 120123 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES PRIMARY HEALTH CARE 3510 LINCOLNWAY AMES IA 50014 421350092 501(C)3 52936 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES MID IOWA COMMUNITY ACTION 230 SE 16TH STREET 101 AMES IA 50010 420923311 501(C)3 14784 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES 25 3 PART I, LINE 2: GRANT 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. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 WAS PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE 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 15 COMPENSATION 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 19 THE ORGANIZATION'S AUDIT AND MAJOR POLICIES ARE AVAILABLE ON THEIR WEBSITE. ANY OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. PART XII, LINE 2C THE 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.