UNITED WAY OF STORY COUNTY INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF STORY COUNTY INC (EIN 42-0947489)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-11-15
IRS object ID
202103199349323645
Schema version
2020v4.1
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)
Return2021-11-15T16:33:09-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205925131PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHNURR & COMPANY 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 Begin2020-07-01TaxPeriodBeginDt

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)
PersonJEAN KRESSEPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone5152685142PhoneNum
Signature2021-10-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEANPersonFirstNm
Person LastKRESSEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMURRAY A STANLEY CPAPreparerPersonNm
PTINP00031028PTIN
Phone5152336300PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJEAN KRESSEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1315 CLARK AVEAddressLine1Txt
CityAMESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50010ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,577,156GrossReceiptsAmt
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 Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee11TotalEmployeeCnt
Total Volunteers1000TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,515,553PYContributionsGrantsAmt
CY Contributions Grants$2,454,171CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$57,860PYInvestmentIncomeAmt
CY Investment Income$121,015CYInvestmentIncomeAmt
PY Other Revenue$4,534PYOtherRevenueAmt
CY Other Revenue$1,970CYOtherRevenueAmt
PY Total Revenue$2,577,947PYTotalRevenueAmt
CY Total Revenue$2,577,156CYTotalRevenueAmt
PY Grants And Similar Paid$1,567,633PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,308,043CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$542,597PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$524,019CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$190,330CYTotalFundraisingExpenseAmt
PY Other Expenses$441,308PYOtherExpensesAmt
CY Other Expenses$385,469CYOtherExpensesAmt
PY Total Expenses$2,551,538PYTotalExpensesAmt
CY Total Expenses$2,217,531CYTotalExpensesAmt
PY Revenues Less Expenses$26,409PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$359,625CYRevenuesLessExpensesAmt
Total Assets BOY$2,960,497TotalAssetsBOYAmt
Total Assets EOY$3,436,095TotalAssetsEOYAmt
Total Liabilities BOY$270,663TotalLiabilitiesBOYAmt
Total Liabilities EOY$157,953TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,689,834NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,278,142NetAssetsOrFundBalancesEOYAmt
MissionTHE UNITED WAY OF STORY COUNTY IS A STRATEGIC LEADER IN BUILDING COUNTRYWIDE 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$1,916,371ExpenseAmt
Grant$1,308,043GrantAmt
Revenue$1,970RevenueAmt
DescUNITED WAY OF STORY COUNTY PROVIDES FUNDING FOR SERVICES PROVIDED BY OUR PARTNER AGENCIES THROUGHOUT STORY COUNTY.Desc
Total Program Service Expenses$1,916,371TotalProgramServiceExpensesAmt
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 Liabilities0ReportOtherLiabilitiesInd
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 Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee11EmployeeCnt
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 Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
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 Line1EMILY RANDALLBusinessNameLine1Txt
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 (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JONATHAN WICKERT
1ST VICE CHAIR1.00Yes (X)$0$0$0
JANE ACKER
SECRETARY1.00Yes (X)$0$0$0
MATT FRANCO
MEMBER1.00Yes (X)$0$0$0
DAVID BENSON
MEMBER1.00Yes (X)$0$0$0
ADAVID INYANG
CHAIR1.00Yes (X)$0$0$0
AMBER DEARDORFF
2ND VICE CHAIR1.00Yes (X)$0$0$0
KURT JENSEN
TREASURER1.00Yes (X)$0$0$0
STEVE TENNEY
MEMBER1.00Yes (X)$0$0$0
KIM LIAMS
MEMBER1.00Yes (X)$0$0$0
CALLI SANDERS
MEMBER1.00Yes (X)$0$0$0
BRIAN SCHWARTZE
MEMBER1.00Yes (X)$0$0$0
KIM LINDUSKA
MEMBER1.00Yes (X)$0$0$0
PAM WHITE
PAST CHAIR1.00Yes (X)$0$0$0
JULIE HAVERLY
MEMBER1.00Yes (X)$0$0$0
JOEL HOCHESTEIN
MEMBER1.00Yes (X)$0$0$0
YADIEL JOHNSON
MEMBER1.00Yes (X)$0$0$0
BETHANY MCCURDY
DIRECTOR1.00Yes (X)$0$0$0
JASON MORTVEDT
MEMBER1.00Yes (X)$0$0$0
JENNY RISNER
MEMBER1.00Yes (X)$0$0$0
CINDY ATWOOD
FINANCE DIRECTOR1.00$0$0$0Yes (X)
JEAN KRESSE
PRESIDENT1.00$107,370$0$0Yes (X)
JACKLYN ANDERZOHN
FINANCE DIRECTOR1.00$61,429$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$168,799TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$21,708FundraisingAmt
Government Grants$367,592GovernmentGrantsAmt
All Other Contributions$2,064,871AllOtherContributionsAmt
Total Contributions$2,454,171TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,677TotalRevenueColumnAmt
Exclusion$44,677ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$76,338SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$76,338SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$76,338TotalRevenueColumnAmt
Exclusion$76,338ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$21,708ContriRptFundraisingEventAmt
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 FEESDesc
Business900099BusinessCd
Total Revenue Column$1,970TotalRevenueColumnAmt
Related Or Exempt Func Income$1,970RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,970OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,577,156TotalRevenueColumnAmt
Related Or Exempt Func Income$1,970RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$121,015ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,308,043TotalAmt
Program Services$1,308,043ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$157,032TotalAmt
Program Services$93,970ProgramServicesAmt
Management And General$22,948ManagementAndGeneralAmt
Fundraising$40,114FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$315,762TotalAmt
Program Services$188,956ProgramServicesAmt
Management And General$46,145ManagementAndGeneralAmt
Fundraising$80,661FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$14,361TotalAmt
Program Services$8,069ProgramServicesAmt
Management And General$2,804ManagementAndGeneralAmt
Fundraising$3,488FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$36,864TotalAmt
Program Services$22,064ProgramServicesAmt
Management And General$5,380ManagementAndGeneralAmt
Fundraising$9,420FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,340TotalAmt
Management And General$6,340ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$9,408TotalAmt
Management And General$9,408ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$4,037TotalAmt
Fundraising$4,037FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,360TotalAmt
Program Services$9,428ProgramServicesAmt
Management And General$796ManagementAndGeneralAmt
Fundraising$1,136FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$61,227TotalAmt
Program Services$50,818ProgramServicesAmt
Management And General$4,286ManagementAndGeneralAmt
Fundraising$6,123FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$784TotalAmt
Program Services$651ProgramServicesAmt
Management And General$55ManagementAndGeneralAmt
Fundraising$78FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,600TotalAmt
Program Services$2,988ProgramServicesAmt
Management And General$252ManagementAndGeneralAmt
Fundraising$360FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$32,555TotalAmt
Program Services$27,021ProgramServicesAmt
Management And General$2,278ManagementAndGeneralAmt
Fundraising$3,256FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$42,444TotalAmt
Program Services$35,229ProgramServicesAmt
Management And General$2,971ManagementAndGeneralAmt
Fundraising$4,244FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CONTRACT SERVICES$116,871$115,476$1,395
BAD DEBT EXPENSE$42,300$21,150$21,150
DUES$39,167$32,508$2,742$3,917
MISCELLANEOUS$11,373$0$3,030$8,343

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,003TotalAmt
Fundraising$4,003FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,217,531TotalAmt
Program Services$1,916,371ProgramServicesAmt
Management And General$110,830ManagementAndGeneralAmt
Fundraising$190,330FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$519,473BOYAmt
EOY$710,195EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$807,001BOYAmt
EOY$587,738EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$485,788BOYAmt
EOY$498,892EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,103BOYAmt
EOY$17,214EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$222,486LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$171,312LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$83,729BOYAmt
EOY$51,174EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,058,403BOYAmt
EOY$1,569,244EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,638EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,960,497BOYAmt
EOY$3,436,095EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$159,836BOYAmt
EOY$149,543EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$7,427BOYAmt
EOY$8,410EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$103,400BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$270,663BOYAmt
EOY$157,953EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,728,843BOYAmt
EOY$2,154,806EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$960,991BOYAmt
EOY$1,123,336EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,689,834BOYAmt
EOY$3,278,142EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,960,497BOYAmt
EOY$3,436,095EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$359,625ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$228,683NetUnrlzdGainsLossesInvstAmt
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$2,199,346CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,569,421CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,152,498CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,515,553CurrentTaxYearMinus1YearAmt
Current Tax Year$2,448,608CurrentTaxYearAmt
Total$11,885,426TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,199,346CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,569,421CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,152,498CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,515,553CurrentTaxYearMinus1YearAmt
Current Tax Year$2,448,608CurrentTaxYearAmt
Total$11,885,426TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$11,885,426PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$72,715CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,500CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$42,281CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$51,754CurrentTaxYearMinus1YearAmt
Current Tax Year$44,677CurrentTaxYearAmt
Total$255,927TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,190CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus1 Year$4,534CurrentTaxYearMinus1YearAmt
Current Tax Year$1,970CurrentTaxYearAmt
Total$11,694TotalAmt
FieldValueIRS element (for citing)
Total Support$12,153,047TotalSupportAmt
Public Support CY1700.97800PublicSupportCY170Pct
Public Support PY1700.97910PublicSupportPY170Pct
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$652,938BeginningYearBalanceAmt
Contributions$73,236ContributionsAmt
Investment Earnings Or Losses$35,403InvestmentEarningsOrLossesAmt
Grants Or Scholarships$30,498GrantsOrScholarshipsAmt
Administrative Expenses$6,748AdministrativeExpensesAmt
End Year Balance$724,331EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$622,313BeginningYearBalanceAmt
Contributions$47,147ContributionsAmt
Investment Earnings Or Losses$38,954InvestmentEarningsOrLossesAmt
Grants Or Scholarships$49,247GrantsOrScholarshipsAmt
Administrative Expenses$6,229AdministrativeExpensesAmt
End Year Balance$652,938EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$502,766BeginningYearBalanceAmt
Contributions$85,000ContributionsAmt
Investment Earnings Or Losses$57,018InvestmentEarningsOrLossesAmt
Grants Or Scholarships$16,913GrantsOrScholarshipsAmt
Administrative Expenses$5,558AdministrativeExpensesAmt
End Year Balance$622,313EndYearBalanceAmt
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$52,574DepreciationAmt
Book Value$39,418BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$130,494OtherCostOrOtherBasisAmt
Depreciation$118,738DepreciationAmt
Book Value$11,756BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$51,174TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$2,845,302TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$228,683NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$48,871DonatedServicesAndUseFcltsAmt
Revenue Not Reported$277,554RevenueNotReportedAmt
Revenue Subtotal$2,567,748RevenueSubtotalAmt
Investment Expenses Not Incld$9,408InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$9,408RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,577,156TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,256,994TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$48,871DonatedServicesUseFcltsAmt
Expenses Not Reported$48,871ExpensesNotReportedAmt
Expenses Subtotal$2,208,123ExpensesSubtotalAmt
Investment Expenses Not Incld2$9,408InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$9,408ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,217,531TotalExpensesPerForm990Amt

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$21,708GrossReceiptsEvent1Amt
Charitable Contri Event1$21,708CharitableContriEvent1Amt
Gross Receipts Total$21,708GrossReceiptsTotalAmt
Charitable Contributions Tot$21,708CharitableContributionsTotAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (30 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
HEARTLAND SENIOR SERVICES
205 S WALNUT AVEAMESIA50010421052353501(C)3$75,343TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
ACPC
920 CARROLLAMESIA50010420940017501(C)3$46,925TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
SALVATION ARMY
703 EAST LINCOLN WAYAMESIA50010362167910509(A)(1)$59,630TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
AMERICAN RED CROSS
PO BOX 73857CHICAGOIL60673420859061501(C)3$16,011TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
BOY SCOUTS OF AMERICA MID IOWA COUNCIL
6123 SCOUT TRAILDES MOINESIA50321420981715501(C)3$12,075TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
BOYS AND GIRLS CLUB
210 SOUTH 5TH STAMESIA50010420888428501(C)3$87,637TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
CAMP FIRE USA
5615 HICKMAN RDDES MOINESIA50310420680459501(C)3$28,668TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
CENTER FOR CREATIVE JUSTICE
210 LYNN AVEAMESIA50014421020129501(C)3$11,043TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
CHILDSERVE
1915 PHILADELPHIAAMESIA50010421390033501(C)3$9,770TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
RAISING READERS IN STORY COUNTY
PO BOX 2374AMESIA50010201672684501(C)3$39,740TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
GIRL SCOUTS
10715 HICKMAN RDDES MOINESIA50322420698218501(C)3$9,762TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
GOOD NEIGHBOR
613 CLARK AVEAMESIA50010391882712501(C)3$46,273TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
MGMC HOME HEALTH SERVICES
1114 DUFF AVEAMESIA50010421347891115(1)$41,076TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
LEGAL AID SOCIETY
937 SIXTH ST 101NEVADAIA50201421024720501(C)3$17,003TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
LUTHERAN SERVICES IN IOWA
PO BOX 848WAVERLYIA50677420698267501(C)3$27,968TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
MID IOWA COMMUNITY ACTION
230 SE 16TH STREETAMESIA50010420923311501(C)3$23,199TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
NATIONAL ALLIANCE FOR THE MENTALLY ILL
242 5TH STREETAMESIA50010421281536501(C)3$25,358TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
HEART OF IOWA REGIONAL TRANSIT
2824 104TH STREETURBANDALEIA50322421176997115(1)$8,909TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
STORY TIME CHILDCARE CENTER
84 MAIN STMAXWELLIA50161421349943501(C)3$46,233TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
THE ARC OF STORY COUNTY
130 S SHELDON AVE 302AMESIA50014426099400501(C)3$38,619TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
UNIVERSITY COMMUNITY CHILDCARE
2623 BRUNER DRIVEAMESIA50010933443158501(C)3$18,560TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
VOLUNTEER CENTER OF STORY COUNTY
110 CRYSTAL STREETAMESIA50010421441816501(C)3$31,386TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
YOUTH AND SHELTER SERVICES
420 KELLOGGAMESIA50010421051609501(C)3$208,462TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
YWCA
808 HAYWARD STREETAMESIA50013426004224501(C)3$25,187TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
ASSAULT CARE CENTER
PO BOX 1429AMESIA50010421052613501(C)3$66,738TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
CENTRAL IOWA RSVP
503 ELM AVENUESTORY CITYIA50248421019146501(C)3$28,894TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
FOOD BANK OF IOWA
PO BOX 1517DES MOINESIA50305421177880501(C)3$21,224TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
THE BRIDGE HOME
225 SOUTH KELLOGGAMESIA50010421252893501(C)3$73,487TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
CALVARY UNITED MOTHODIST CHURCH
1403 24TH STREETAMESIA50010501(C)3$6,513TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
PRIMARY HEALTH CARE
3510 LINCOLNWAYAMESIA50014421350092501(C)3$56,179TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
FieldValueIRS element (for citing)
Total501c3 Org27Total501c3OrgCnt
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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