UNITED WAY OF WAPELLO COUNTY IOWA INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF WAPELLO COUNTY IOWA INC (EIN 42-0897349)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-13
- IRS object ID
- 202111339349304856
- Schema version
- 2019v5.0
- 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 | 2021-05-13T15:44:55-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 | 2021-01-05 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXANDER BARR | PreparerPersonNm |
| PTIN | P02055622 | PTIN |
| Phone | 6416845489 | PhoneNum |
| Preparation | 2021-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $587,111 | 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 | $502,002 | PYContributionsGrantsAmt |
| CY Contributions Grants | $479,595 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $82,666 | PYInvestmentIncomeAmt |
| CY Investment Income | $73,929 | CYInvestmentIncomeAmt |
| PY Other Revenue | $42,867 | PYOtherRevenueAmt |
| CY Other Revenue | $33,587 | CYOtherRevenueAmt |
| PY Total Revenue | $627,535 | PYTotalRevenueAmt |
| CY Total Revenue | $587,111 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $216,941 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $234,951 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $244,658 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $272,053 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $28,417 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $141,248 | PYOtherExpensesAmt |
| CY Other Expenses | $133,372 | CYOtherExpensesAmt |
| PY Total Expenses | $602,847 | PYTotalExpensesAmt |
| CY Total Expenses | $640,376 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $24,688 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$53,265 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,283,704 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,265,412 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $38,632 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $78,923 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,245,072 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,186,489 | 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 | $329,232 | ExpenseAmt |
| Grant | $234,951 | 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 | $96,907 | 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 | $96,907 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $426,139 | 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 | 1 | 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 (13 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) | $59,881 | $0 | $0 | |
| WENDY SMITH | ||||||
| FINANCE EMPL | 40.00 | Yes (X) | $24,450 | $0 | $0 | |
| JAMARCO CLARK | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ZEKE FLICK | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ASHLEY HENSCHEID | ||||||
| VICE CHAIRMA | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KATHRYN KERRIGAN | ||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SAMANTHA MEINDERS | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MIKE MORELAND | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| RUEBEN NEFF | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LIZ SCHILLER | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CHRIS SHEEHAN | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DAWN SIEVERTSEN | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JAMIE THOMAS | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $84,331 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $162,647 | GovernmentGrantsAmt |
| All Other Contributions | $316,948 | AllOtherContributionsAmt |
| Total Contributions | $479,595 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,929 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $73,929 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| NON CAMPAIGN SUPPORT | $26,403 | $26,403 |
| MISCELLANEOUS | $7,184 | $7,184 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $33,587 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $587,111 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $107,516 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,951 | TotalAmt |
| Program Services | $234,951 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,266 | TotalAmt |
| Management And General | $57,266 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,860 | TotalAmt |
| Program Services | $96,500 | ProgramServicesAmt |
| Management And General | $54,270 | ManagementAndGeneralAmt |
| Fundraising | $18,090 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,074 | TotalAmt |
| Program Services | $15,010 | ProgramServicesAmt |
| Management And General | $5,298 | ManagementAndGeneralAmt |
| Fundraising | $1,766 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,853 | TotalAmt |
| Program Services | $16,220 | ProgramServicesAmt |
| Management And General | $5,725 | ManagementAndGeneralAmt |
| Fundraising | $1,908 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,718 | TotalAmt |
| Management And General | $10,718 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,834 | TotalAmt |
| Program Services | $5,885 | ProgramServicesAmt |
| Management And General | $31,257 | ManagementAndGeneralAmt |
| Fundraising | $692 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,437 | TotalAmt |
| Program Services | $20,017 | ProgramServicesAmt |
| Management And General | $7,065 | ManagementAndGeneralAmt |
| Fundraising | $2,355 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,431 | TotalAmt |
| Program Services | $9,813 | ProgramServicesAmt |
| Management And General | $3,463 | ManagementAndGeneralAmt |
| Fundraising | $1,155 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,051 | TotalAmt |
| Program Services | $12,275 | ProgramServicesAmt |
| Management And General | $4,332 | ManagementAndGeneralAmt |
| Fundraising | $1,444 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,934 | TotalAmt |
| Program Services | $6,506 | ProgramServicesAmt |
| Management And General | $1,428 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,846 | TotalAmt |
| Program Services | $4,655 | ProgramServicesAmt |
| Management And General | $1,643 | ManagementAndGeneralAmt |
| Fundraising | $548 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,386 | TotalAmt |
| Program Services | $407 | ProgramServicesAmt |
| Management And General | $1,979 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,735 | TotalAmt |
| Program Services | $3,900 | ProgramServicesAmt |
| Management And General | $1,376 | ManagementAndGeneralAmt |
| Fundraising | $459 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $640,376 | TotalAmt |
| Program Services | $426,139 | ProgramServicesAmt |
| Management And General | $185,820 | ManagementAndGeneralAmt |
| Fundraising | $28,417 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $479,182 | BOYAmt |
| EOY | $454,975 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,516 | BOYAmt |
| EOY | $287,761 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,265 | BOYAmt |
| EOY | $58,870 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,918 | BOYAmt |
| EOY | $8,061 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $89,145 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $86,388 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,140 | BOYAmt |
| EOY | $2,757 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $423,883 | BOYAmt |
| EOY | $421,681 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,024,800 | BOYAmt |
| EOY | $1,031,307 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,283,704 | BOYAmt |
| EOY | $2,265,412 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,911 | BOYAmt |
| EOY | $15,979 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $54,910 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,721 | BOYAmt |
| EOY | $8,034 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,632 | BOYAmt |
| EOY | $78,923 | 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 | $1,184,644 | BOYAmt |
| EOY | $1,146,756 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,060,428 | BOYAmt |
| EOY | $1,039,733 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,245,072 | BOYAmt |
| EOY | $2,186,489 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,283,704 | BOYAmt |
| EOY | $2,265,412 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$53,265 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$5,318 | 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 Minus2 Years | $527,535 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $502,002 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $479,595 | CurrentTaxYearAmt |
| Total | $1,509,132 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $527,535 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $502,002 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $479,595 | CurrentTaxYearAmt |
| Total | $1,509,132 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,509,132 | PublicSupportTotal170Amt |
| Total Support | $1,509,132 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $340,915 | 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 | $89,145 | OtherCostOrOtherBasisAmt |
| Depreciation | $86,388 | DepreciationAmt |
| Book Value | $2,757 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,757 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INT. IN TRUST HELD | $1,028,548 |
| INVESTMENT IN ANNUITY CONTRACT | $2,759 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,031,307 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED PAYROLL TAXES | Desc |
| Amt | $8,034 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,034 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $587,111 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $587,111 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $587,111 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $640,376 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $640,376 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $640,376 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 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 | $9,230 |
| AMERICAN HOME FINDING | |||||
| PO BOX 656 | PO BOX 656 | OTTUMWA | IA | 52501 | $51,649 |
| FRIENDS OF IOWA CASA & ICFCRB | |||||
| 105 EAST THRID STREET SUITE 201 | 105 EAST THRID STREET SUITE 201 | OTTUMWA | IA | 52501 | $8,499 |
| IOWA JAG INC | |||||
| 400 E 14TH STREET | 400 E 14TH STREET | DES MOINES | IA | 50319 | $24,500 |
| IOWA LEGAL AID | |||||
| 1111 9TH STREET SUITE 230 | 1111 9TH STREET SUITE 230 | DES MOINES | IA | 50314 | $15,999 |
| MAHASKA COUNTY AGENCY ON AGING | |||||
| 715 B AVE E | 715 B AVE E | OSKALOOSA | IA | 52577 | $5,417 |
| OTTUMWA COMMUNITY SCHOOL DISTRICT | |||||
| 1112 N VAN BUREN | 1112 N VAN BUREN | OTTUMWA | IA | 52501 | $18,999 |
| UNITED WAY OF IOWA | |||||
| PO BOX 316 | PO BOX 316 | JOHNSTON | IA | 50131 | $12,500 |
| YMCA | |||||
| 611 HANCOCK STREET | 611 HANCOCK STREET | OTTUMWA | IA | 52501 | $38,647 |
| MILESTONES | |||||
| 935 E 53RD STREET | 935 E 53RD STREET | DAVENPORT | IA | 52807 | $8,925 |
| VARIOUS | |||||
| $30,586 | |||||
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 -5,318 |