CEDAR VALLEY UNITED WAY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CEDAR VALLEY UNITED WAY (EIN 42-0801846)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-08
- IRS object ID
- 202522209349300002
- Schema version
- 2024v5.2
- 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 | 2025-08-08T00:26:32-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471019942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREATIVE PLANNING TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E PARK AVE STE 300 | AddressLine1Txt |
| City | WATERLOO | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420801846 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CEDAR VALLEY UNITED WAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CEDA | BusinessNameControlTxt |
| Phone | 3192356211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 CEDAR STREET 300 | AddressLine1Txt |
| City | WATERLOO | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBBIE ROTH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3192356211 | PhoneNum |
| Signature | 2025-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN ARONSON | PreparerPersonNm |
| PTIN | P01425251 | PTIN |
| Phone | 3192346885 | PhoneNum |
| Preparation | 2025-08-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DEBBIE ROTH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 CEDAR STREET 300 | AddressLine1Txt |
| City | WATERLOO | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,819,399 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CEDARVALLEYUNITEDWAY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1923 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | UNITING OUR COMMUNITY TO EMPOWER INDIVIDUALS AND FAMILIES TO THRIVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 115 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,976,138 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,518,458 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $66,578 | PYInvestmentIncomeAmt |
| CY Investment Income | $77,628 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$12,050 | PYOtherRevenueAmt |
| CY Other Revenue | -$18,935 | CYOtherRevenueAmt |
| PY Total Revenue | $2,030,666 | PYTotalRevenueAmt |
| CY Total Revenue | $2,577,151 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,457,656 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,371,765 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $475,097 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $475,619 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $328,344 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $271,284 | PYOtherExpensesAmt |
| CY Other Expenses | $268,414 | CYOtherExpensesAmt |
| PY Total Expenses | $2,204,037 | PYTotalExpensesAmt |
| CY Total Expenses | $2,115,798 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$173,371 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $461,353 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,293,494 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,684,031 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $920,677 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $818,915 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,372,817 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,865,116 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITING OUR COMMUNITY TO EMPOWER INDIVIDUALS AND FAMILIES TO THRIVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,371,765 | ExpenseAmt |
| Grant | $1,371,765 | GrantAmt |
| Desc | CEDAR VALLEY UNITED WAY WORKS TO ADVANCE THE COMMON GOOD BY FOCUSING ON EDUCATION, FINANCIAL STABILITY, 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 HELPS FAMILIES BECOME FINANCIALLY STABLE AND INDEPENDENT BY INVESTING IN PROGRAMS WITH PROVEN STRATEGIES TO IMPROVE ECONOMIC WELL-BEING. PROGRAMMING INCLUDES JOB AND SKILLS TRAINING, OVERCOMING BARRIERS TO FAMILY-SUSTAINING WAGES, FINANCIAL LITERACY, AND SERVICES THAT COVER THE FULL SPECTRUM OF HOUSING NEEDS FOR THOSE SEEEKING A PLACE TO CALL HOME.THE ORGANIZATION STRATEGICALLY INVESTS IN COMMUNITY PROGRAMS TO SUPPORT EDUCATION FROM EARLY CHILDHOOD THROUGH ADULTHOOD. INITIATIVES INCLUDE CAPACITY-BUILDING IN EARLY CHILDHOOD EDUCATION, MENTORSHIP PROGRAMS, LEARNING AND LEADERSHIP OPPORTUNITIES, AND SUPPORT FOR ACADEMIC ACHIEVEMENT, PARTICULARLY FOR VULNERABLE YOUTH. THE ORGANIZATION ADVOCATES FOR A MULTI-GENERATIONAL APPROACH TO ENHANCE IMPACTS, HELPING BOTH CHILDREN AND PARENTS ACHIEVE SUCCESS THROUGH EDUCATION.THE ORGANIZATION DIRECTS RESOURCES TO IMPROVING PHYSICAL AND MENTAL HEALTH OUTCOMES THROUGHOUT THE LIFESPAN. WE INVEST IN MULTI-GENERATIONAL HEALTH INITIATIVES PROMOTING HEALTHCARE ACCESS, MATERNAL AND INFANT HEALTH, AND PREVENTING AND ADDRESSING FAMILY VIOLENCE AND CHILD AND ELDER ABUSE. THROUGH COLLABORATION, THE ORGANIZATION AIMS TO REDUCE HEALTH BARRIERS, PROMOTE HEALTHY BEHAVIORS, AND EMPOWER INDIVIDUALS TO LEAD HEALTHIER LIVES. CONTINUUM OF SERVICES RANGE FROM PREVENTION TO TREATMENT AND CRISIS INTERVENTION. 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 ORGANIZATION DIRECTS MANAGEMENT AND SUPPORT FOR BOOKS FOR BABIES, THE CAMPAIGN FOR GRADE LEVEL READING, THE CEDAR VALLEY MENTAL HEALTH SUMMIT, LOCAL BOOK DRIVES AND THE A WOMEN'S CAREER MENTORING PROGRAM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $217,116 | ExpenseAmt |
| Desc | EXPENSES INCURRED BY THE ORGANIZATION TO IDENTIFY, PRIORITIZE, AND 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,588,881 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBBIE ROTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3192356211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 CEDAR STREET SUITE 300 | AddressLine1Txt |
| City | WATERLOO | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| DEBBIE ROTH | ||||||
| PRESIDENT | 40.00 | Yes (X) | $94,503 | $0 | $9,788 | |
| STEVE CARIGNAN | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DR LUCAS COOK | ||||||
| PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NATHAN MILLER | ||||||
| VICE CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHELLE MEANY | ||||||
| TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HEATHER BISHOP | ||||||
| SECRETARY | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ERICA PARKS | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| CODY STOPPEL | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| GWENNE BERRY | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| ANNE BRITSON | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| TERESA DRISCALL | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| GRETCHEN STEUER | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| MARTY HANNIG | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| JACLYNE HELLER | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| JOSHUA HORSTMAN | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| DONNA KITRICK | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| AMY SCHMIDT | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| JEREMIA MATZ | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| SANDI SOMMERFELT | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| QUORADIS MARSHALL | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| ANDREW RICHTER | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| AMY ROUSSELOW | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| VINCENT COLLIS | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| DANA GROVO | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| DENELLE GONNERMAN | ||||||
| FORMER DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| ANNE KNUDTSON | ||||||
| FORMER DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| JILL MEJIA | ||||||
| FORMER DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| STEVE BERNARD | ||||||
| FORMER DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $94,503 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $9,788 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $70,095 | FundraisingAmt |
| All Other Contributions | $2,448,363 | AllOtherContributionsAmt |
| Noncash Contributions | $91,318 | NoncashContributionsAmt |
| Total Contributions | $2,518,458 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,989 | TotalRevenueColumnAmt |
| Exclusion | $71,989 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $184,041 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $178,402 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,639 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,639 | TotalRevenueColumnAmt |
| Exclusion | $5,639 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $44,911 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $70,095 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $63,846 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$18,935 | TotalRevenueColumnAmt |
| Exclusion | -$18,935 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,577,151 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $58,693 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,371,765 | TotalAmt |
| Program Services | $1,371,765 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,600 | TotalAmt |
| Program Services | $50,683 | ProgramServicesAmt |
| Management And General | $21,721 | ManagementAndGeneralAmt |
| Fundraising | $36,196 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,841 | TotalAmt |
| Program Services | $74,112 | ProgramServicesAmt |
| Management And General | $46,343 | ManagementAndGeneralAmt |
| Fundraising | $141,386 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,761 | TotalAmt |
| Program Services | $6,779 | ProgramServicesAmt |
| Management And General | $4,212 | ManagementAndGeneralAmt |
| Fundraising | $12,770 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,153 | TotalAmt |
| Program Services | $16,907 | ProgramServicesAmt |
| Management And General | $9,358 | ManagementAndGeneralAmt |
| Fundraising | $24,888 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,264 | TotalAmt |
| Program Services | $10,090 | ProgramServicesAmt |
| Management And General | $5,547 | ManagementAndGeneralAmt |
| Fundraising | $14,627 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,867 | TotalAmt |
| Program Services | $3,844 | ProgramServicesAmt |
| Management And General | $77,484 | ManagementAndGeneralAmt |
| Fundraising | $8,539 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,703 | TotalAmt |
| Program Services | $6,703 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,642 | TotalAmt |
| Program Services | $718 | ProgramServicesAmt |
| Management And General | $2,835 | ManagementAndGeneralAmt |
| Fundraising | $1,089 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,740 | TotalAmt |
| Program Services | $1,914 | ProgramServicesAmt |
| Management And General | $1,052 | ManagementAndGeneralAmt |
| Fundraising | $2,774 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,403 | TotalAmt |
| Program Services | $13,750 | ProgramServicesAmt |
| Management And General | $12,504 | ManagementAndGeneralAmt |
| Fundraising | $17,149 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,768 | TotalAmt |
| Program Services | $17,057 | ProgramServicesAmt |
| Management And General | $10,062 | ManagementAndGeneralAmt |
| Fundraising | $25,649 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,787 | TotalAmt |
| Program Services | $2,929 | ProgramServicesAmt |
| Management And General | $1,611 | ManagementAndGeneralAmt |
| Fundraising | $4,247 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,151 | TotalAmt |
| Program Services | $6,718 | ProgramServicesAmt |
| Management And General | $3,694 | ManagementAndGeneralAmt |
| Fundraising | $9,739 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,196 | TotalAmt |
| Program Services | $436 | ProgramServicesAmt |
| Management And General | $240 | ManagementAndGeneralAmt |
| Fundraising | $520 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,288 | TotalAmt |
| Program Services | $1,763 | ProgramServicesAmt |
| Management And General | $969 | ManagementAndGeneralAmt |
| Fundraising | $2,556 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| EVENTS EXPENSES | $23,736 | $23,736 | ||
| DUES & SUBSCRIPTIONS | $4,323 | $2,090 | $1,441 | $792 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,810 | TotalAmt |
| Program Services | $1,272 | ProgramServicesAmt |
| Management And General | $149 | ManagementAndGeneralAmt |
| Fundraising | $389 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,115,798 | TotalAmt |
| Program Services | $1,588,881 | ProgramServicesAmt |
| Management And General | $198,573 | ManagementAndGeneralAmt |
| Fundraising | $328,344 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,500 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,310,900 | BOYAmt |
| EOY | $1,125,486 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $431,042 | BOYAmt |
| EOY | $998,718 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,008 | BOYAmt |
| EOY | $5,664 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $77,536 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $75,839 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,772 | BOYAmt |
| EOY | $1,697 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $429,727 | BOYAmt |
| EOY | $438,170 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,045 | BOYAmt |
| EOY | $111,796 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,293,494 | BOYAmt |
| EOY | $2,684,031 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,860 | BOYAmt |
| EOY | $44,437 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $851,821 | BOYAmt |
| EOY | $712,055 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,996 | BOYAmt |
| EOY | $62,423 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $920,677 | BOYAmt |
| EOY | $818,915 | 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 | $779,287 | BOYAmt |
| EOY | $615,926 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $593,530 | BOYAmt |
| EOY | $1,249,190 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,372,817 | BOYAmt |
| EOY | $1,865,116 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,293,494 | BOYAmt |
| EOY | $2,684,031 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $461,353 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $30,946 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $2,061,380 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,636,337 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,007,410 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,976,138 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,518,458 | CurrentTaxYearAmt |
| Total | $11,199,723 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,061,380 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,636,337 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,007,410 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,976,138 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,518,458 | CurrentTaxYearAmt |
| Total | $11,199,723 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,951,340 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,248,383 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,727 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,392 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $70,597 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,989 | CurrentTaxYearAmt |
| Total | $264,457 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $25,075 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,264 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,911 | CurrentTaxYearAmt |
| Total | $119,725 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,583,905 | TotalSupportAmt |
| Public Support CY170 | 0.71210 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77230 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING REVENUE - 2021 AMOUNT: $ 25,075. 2022 AMOUNT: $ 23,264. 2023 AMOUNT: $ 26,475. 2024 AMOUNT: $ 44,911. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $361,591 | BeginningYearBalanceAmt |
| Contributions | $1,150 | ContributionsAmt |
| Investment Earnings Or Losses | $24,881 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,365 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,762 | AdministrativeExpensesAmt |
| End Year Balance | $369,495 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $354,016 | BeginningYearBalanceAmt |
| Contributions | $1,150 | ContributionsAmt |
| Investment Earnings Or Losses | $24,735 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,681 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,629 | AdministrativeExpensesAmt |
| End Year Balance | $361,591 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $399,701 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$28,541 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,574 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $4,570 | AdministrativeExpensesAmt |
| End Year Balance | $354,016 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $354,706 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $60,072 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,341 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,736 | AdministrativeExpensesAmt |
| End Year Balance | $399,701 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $332,761 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | $37,440 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,463 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,132 | AdministrativeExpensesAmt |
| End Year Balance | $354,706 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $77,536 | OtherCostOrOtherBasisAmt |
| Depreciation | $75,839 | DepreciationAmt |
| Book Value | $1,697 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,697 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROU LIABILITY | Desc |
| Amt | $62,423 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $62,423 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,695,278 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $30,946 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $130,575 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $161,521 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,533,757 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $6,703 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $36,691 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $43,394 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,577,151 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,202,979 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $130,575 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $13,623 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $144,198 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,058,781 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $6,703 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $50,314 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $57,017 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,115,798 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUND REPRESENTS AMOUNTS HELD BY A COMMUNITY FOUNDATION FOR THE ORGANIZATION. THE EARNINGS ON THIS FUND MAY BE USED FOR OPERATING PURPOSES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE INCLUDED IN REVENUE IN THE 990 -13,623. DONOR DESIGNATIONS 50,314. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE INCLUDED IN REVENUE IN THE 990 13,623. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATIONS 50,314. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF CLASSIC | Event1Nm |
| Gross Receipts Event1 | $66,744 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $39,409 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $27,335 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $27,959 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $7,740 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $2,269 | OtherDirectExpensesEvent1Amt |
| Event2 | OVER THE EDGE | Event2Nm |
| Gross Receipts Event2 | $48,262 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $30,686 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $17,576 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $25,878 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $115,006 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $70,095 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $44,911 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $27,959 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,740 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $28,147 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $63,846 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$18,935 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (38 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ALLEN HOSPITAL | ||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | 420698265 | 501(C)(3) | $283,632 | $0 | PROGRAM SUPPORT AND DONOR DESIGNATIONS |
| AMERICAN RED CROSS - HAWKEYE CHAPTER | ||||||||
| 2530 UNIVERSITY AVENUE | WATERLOO | IA | 50703 | 530196605 | 501(C)(3) | $12,389 | $0 | PROGRAM SUPPORT AND DONOR DESIGNATIONS |
| BOYS AND GIRLS OF THE CEDAR VALLEY | ||||||||
| 515 LIME ST | WATERLOO | IA | 50703 | 426083723 | 501(C)(3) | $24,466 | $0 | PROGRAM SUPPORT AND DONOR DESIGNATIONS |
| CATHOLIC CHARITIES OF THE ARHIDIOCE SE OF DUBUQUE | ||||||||
| PO BOX 1309 | DUBUQUE | IA | 52004 | 420680493 | 501(C)(3) | $28,200 | $0 | PROGRAM SUPPORT |
| CEDAR VALLEY FRIENDS OF THE FAMILY | ||||||||
| 1009 PEOPLES SQUARE | WATERLOO | IA | 50702 | 421390144 | 501(C)(3) | $48,914 | $0 | PROGRAM SUPPORT AND DONOR DESIGNATIONS |
| CEDAR VALLEY PRESCHOOL | ||||||||
| 724 LANTZ | CEDAR FALLS | IA | 50613 | 420956806 | 501(C)(3) | $13,950 | $0 | PROGRAM SUPPORT AND DONOR DESIGNATIONS |
| COMMUNITY HOUSING INITIATIVE | ||||||||
| 910 DECATHLON DRIVE | WATERLOO | IA | 50701 | 421416426 | 501(C)(3) | $20,000 | $0 | PROGRAM SUPPORT |
| FRIENDS OF IOWA CASA | ||||||||
| 321 EAST 12TH STREET | DES MOINES | IA | 50319 | 421471727 | 501(C)(3) | $18,000 | $0 | PROGRAM SUPPORT |
| GRIN & GROW LTD | ||||||||
| 505 FRANKLIN STREET | WATERLOO | IA | 50703 | 421135299 | 501(C)(3) | $64,700 | $0 | PROGRAM SUPPORT |
| HABITAT FOR HUMANITY INTERNATIONAL | ||||||||
| 322 W LAMAR STREET | AMERICUS | GA | 31709 | 911914868 | 501(C)(3) | $12,000 | $0 | PROGRAM SUPPORT |
| HAWKEYE COMMUNITY COLLEGE FOUNDATION | ||||||||
| 1501 ORANGE ROAD | WATERLOO | IA | 50702 | 426123782 | 501(C)(3) | $20,937 | $0 | PROGRAM SUPPORT AND DONOR DESIGNATIONS |
| IOWA JAG INC | ||||||||
| GRIMES STATE OFFICE BUILDING | DES MOINES | IA | 50319 | 421492988 | 501(C)(3) | $38,162 | $0 | PROGRAM SUPPORT AND DONOR DESIGNATIONS |
| IOWA LEGAL AID | ||||||||
| 1111 9TH STREET SUITE 230 | DES MOINES | IA | 50314 | 421079227 | 501(C)(3) | $20,153 | $0 | PROGRAM SUPPORT AND DONOR DESIGNATIONS |
| JESSE COSBY CENTER | ||||||||
| 1112 MOBILE STREET | WATERLOO | IA | 50703 | 421152638 | 501(C)(3) | $12,065 | $0 | PROGRAM SUPPORT AND DONOR DESIGNATIONS |
| JOB FOUNDATION | ||||||||
| PO BOX 1141 | CEDAR FALLS | IA | 50614 | 203091308 | 501(C)(3) | $10,053 | $0 | PROGRAM SUPPORT AND DONOR DESIGNATIONS |
| MERCYONE WATERLOO MEDICAL CENTER | ||||||||
| 3421 W 9TH STRET | WATERLOO | IA | 50702 | 421264647 | 501(C)(3) | $11,000 | $0 | PROGRAM SUPPORT |
| NAMI | ||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | 421273380 | 501(C)(3) | $8,188 | $0 | PROGRAM SUPPORT AND DONOR DESIGNATIONS |
| NORTHEAST IOWA FOOD BANK | ||||||||
| 106 E 11TH STREET | WATERLOO | IA | 50703 | 421169648 | 501(C)(3) | $33,694 | $0 | PROGRAM SUPPORT AND DONOR DESIGNATIONS |
| NORTHEAST IOWA AREA AGENCY ON AGING | ||||||||
| 2101 KIMBALL AVENUE SUITE 320 | WATERLOO | IA | 50702 | 421621262 | 501(C)(3) | $9,005 | $0 | PROGRAM SUPPORT AND DONOR DESIGNATIONS |
| NORTH STAR COMMUNITY SERVICES | ||||||||
| 3420 UNIVERSITY AVE STE C | WATERLOO | IA | 50701 | 421038039 | 501(C)(3) | $10,840 | $0 | PROGRAM SUPPORT AND DONOR DESIGNATIONS |
| ONE CITY UNITED | ||||||||
| 907 INDEPENDENCE AVE | WATERLOO | IA | 50703 | 832071578 | 501(C)(3) | $18,000 | $0 | PROGRAM SUPPORT |
| OPERATION THRESHOLD | ||||||||
| PO BOX 4120 | WATERLOO | IA | 50704 | 420982549 | 501(C)(3) | $77,829 | $0 | PROGRAM SUPPORT AND DONOR DESIGNATIONS |
| PATHWAYS BEHAVIORAL SERVICES | ||||||||
| 2222 FALLS AVENUE | WATERLOO | IA | 50701 | 510245708 | 501(C)(3) | $33,872 | $0 | PROGRAM SUPPORT AND DONOR DESIGNATIONS |
| PEOPLES COMMUNITY HEALTH CLINIC | ||||||||
| 905 FRANKLIN STREET | WATERLOO | IA | 50703 | 421058629 | 501(C)(3) | $92,392 | $0 | PROGRAM SUPPORT AND DONOR DESIGNATIONS |
| RIVERVIEW CENTER INC | ||||||||
| 100 E PARK AVENUE SUITE 250 | WATERLOO | IA | 50703 | 363920008 | 501(C)(3) | $40,270 | $0 | PROGRAM SUPPORT AND DONOR DESIGNATIONS |
| SALVATION ARMY | ||||||||
| PO BOX 867 | WATERLOO | IA | 50704 | 222406433 | 501(C)(3) | $61,642 | $0 | PROGRAM SUPPORT AND DONOR DESIGNATIONS |
| SUCCESSLINK | ||||||||
| 3136 BROCKWAY RD SUITE B | WATERLOO | IA | 50701 | 421444315 | 501(C)(3) | $111,000 | $0 | PROGRAM SUPPORT |
| WAYPOINT SERVICES | ||||||||
| 318 FIFTH STREET SE | CEDAR RAPIDS | IA | 52401 | 420680307 | 501(C)(3) | $22,265 | $0 | PROGRAM SUPPORT AND DONOR DESIGNATIONS |
| YWCA | ||||||||
| 425 LAFAYETTE STREET | WATERLOO | IA | 50701 | 420680302 | 501(C)(3) | $36,400 | $0 | PROGRAM SUPPORT |
| AMERICANS FOR INDEPENDENT LIVING | ||||||||
| 4020 UNIVERSITY AVENUE | WATERLOO | IA | 50701 | 474503717 | 501(C)(3) | $15,000 | $0 | PROGRAM SUPPORT |
| TRY PIE | ||||||||
| 522 MULBERRY ST | WATERLOO | IA | 50703 | 825090434 | 501(C)(3) | $8,000 | $0 | PROGRAM SUPPORT |
| UNIVERSITY OF NORTHERN IOWA FOUNDATION | ||||||||
| 205 COMMONS UNI | CEDAR FALLS | IA | 50614 | 426058591 | 501(C)(3) | $5,150 | $0 | PROGRAM SUPPORT |
| WATERLOO COMMUNITY FOUNDATION | ||||||||
| 114 EAST 4TH ST STE 300 | WATERLOO | IA | 50703 | 473373953 | 501(C)(3) | $19,019 | $0 | PROGRAM SUPPORT AND DONOR DESIGNATIONS |
| ONE CEDAR VALLEY | ||||||||
| 131 TOWER PARK DR | WATERLOO | IA | 50701 | 873967186 | 501(C)(3) | $27,911 | $0 | PROGRAM SUPPORT |
| 1619 FREEDOM SCHOOL | ||||||||
| 325 E PARK AVENUE SUITE 204 | WATERLOO | IA | 50703 | 473954055 | 501(C)(3) | $55,000 | $0 | PROGRAM SUPPORT |
| UNITED WAY OF CENTRAL IOWA | ||||||||
| 1111 9TH STREET SUITE 100 | DES MOINES | IA | 50314 | 420680425 | 501(C)(3) | $6,830 | $0 | DONOR DESIGNATIONS |
| VOLUNTEER CENTER OF CEDAR VALLEY | ||||||||
| 360 WESTFIELD AVENUE SUITE 201 | WATERLOO | IA | 50701 | 421437273 | 501(C)(3) | $5,098 | $0 | PROGRAM SUPPORT AND DONOR DESIGNATIONS |
| LEADER VALLEY FOUNDATION | ||||||||
| 6711 CHANCELLOR DRIVE SUITE 2 | CEDAR FALLS | IA | 50613 | 453120883 | 501(C)(3) | $5,037 | $0 | PROGRAM SUPPORT AND DONOR DESIGNATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 38 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | EVENT PRIZES | Desc |
| Contribution | 31 | ContributionCnt |
| Noncash Contributions Rpt F990 | $91,318 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTIONS REPRESENT THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
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