UNITED WAY OF WINNESHIEK COUNTY INC: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF WINNESHIEK COUNTY INC (EIN 42-1104757)
- Tax period
- 2020-04-01 to 2021-03-31
- Filed
- 2021-12-23
- IRS object ID
- 202133579349200803
- Schema version
- 2020v4.0
- 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 | 2021-12-23T10:30:51-06:00 | ReturnTs |
| Tax Period End | 2021-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421040336 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HACKER NELSON & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 507 | AddressLine1Txt |
| City | DECORAH | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421104757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF WINNESHIEK COUNTY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5633829661 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 165 | AddressLine1Txt |
| City | DECORAH | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA RUPP | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5633829661 | PhoneNum |
| Signature | 2021-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JESSICA | PersonFirstNm |
| Person Last | RUPP | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NEIL W SCHRAEDER | PreparerPersonNm |
| PTIN | P00070334 | PTIN |
| Phone | 5633823637 | PhoneNum |
| Preparation | 2021-10-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.UNITEDWAYWINNCO.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $103,225 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $93,682 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $159 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $6,129 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $6,091 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $38 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $3,255 | FundraisingGrossIncomeAmt |
| Special Events Net Income Loss | $3,255 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $97,134 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $99,775 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $2,227 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $389 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $5,070 | OtherExpensesTotalAmt |
| Total Expenses | $107,461 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$10,327 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $104,078 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $93,751 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,078 | BOYAmt |
| EOY | $93,751 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,078 | BOYAmt |
| EOY | $93,751 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,078 | BOYAmt |
| EOY | $93,751 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO ENRICH LIVES IN THE WINNESHIEK COUNTY AREA BY PROVIDING LEADERSHIP, ADVOCACY, AND RESOURCES. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE ORGANIZATION HAS AN ASSOCIATION WITH THE UNITED WAY OF AMERICA. ITS PURPOSE IS TO RAISE FUNDS WITHIN WINNESHIEK COUNTY, IOWA AND THEN DISBURSE SUCH FUNDS TO ELIGIBLE NON-PROFIT AGENCIES WITHIN THE COUNTY. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $99,775 | GrantsAndAllocationsAmt |
| Program Service Expenses | $99,775 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $99,775 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| DACIA MONSON | ||
| PAST PRESIDE | 1.00 | $0 |
| JESSICA RUPP | ||
| PRESIDENT | 1.00 | $0 |
| AARON STEFFENS | ||
| BOARD MEMBER | 1.00 | $0 |
| MIKE LUDEKING | ||
| TREASURER | 1.00 | $0 |
| ERICA KNUTSON | ||
| FINANCIAL SE | 1.00 | $0 |
| TOM HAUBER | ||
| BOARD MEMBER | 1.00 | $0 |
| KELLY ELSBERND | ||
| BOARD MEMBER | 1.00 | $0 |
| CHAD CURTIN | ||
| BOARD MEMBER | 1.00 | $0 |
| LINNEA CARLSON | ||
| BOARD MEMBER | 1.00 | $0 |
| ASHLEY BAKER | ||
| VICE PRESIDE | 1.00 | $0 |
| ELISE MULLEN | ||
| BOARD MEMBER | 1.00 | $0 |
| RACHEL TANGEN | ||
| SECRETARY | 1.00 | $0 |
| SARAH WENNES | ||
| BOARD MEMBER | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIKE LUDEKING | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 165 | AddressLine1Txt |
| City | DECORAH | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5633829661 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $149,865 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $128,868 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $143,073 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $121,561 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,682 | CurrentTaxYearAmt |
| Total | $637,049 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,061 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,245 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,278 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,506 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,414 | CurrentTaxYearAmt |
| Total | $51,504 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $162,926 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $139,113 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $156,351 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $133,067 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,096 | CurrentTaxYearAmt |
| Total | $688,553 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $688,553 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $195 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $320 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $973 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $765 | CurrentTaxYearMinus1YearAmt |
| Total | $2,253 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $195 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $320 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $973 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $765 | CurrentTaxYearMinus1YearAmt |
| Total | $2,253 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $163,121 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $139,433 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $157,324 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $133,832 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,096 | CurrentTaxYearAmt |
| Total | $690,806 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99670 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99690 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | NAME: NON-PROFIT AGENCIES OF WINN. COUNTY ADDRESS: VARIOUS DECORAH, IA 52101 CASH CONTRIBUTION: 99,775 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING AND PROMOTION 1,105 OFFICE 810 INSURANCE 638 LICENSES & PERMITS 40 MISCELLANEOUS 180 DUES 2,297 TOTAL 5,070 |
| FORM 990-EZ, PART I, LINE 20 | FMV LOSS ON INVESTMENT 0 |
| FORM 990-EZ, PART III | TO ENRICH LIVES IN THE WINNESHIEK COUNTY AREA BY PROVIDING LEADERSHIP, ADVOCACY, AND RESOURCES. |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (13 entries)
| DACIA MONSON |
| JESSICA RUPP |
| AARON STEFFENS |
| MIKE LUDEKING |
| ERICA KNUTSON |
| TOM HAUBER |
| KELLY ELSBERND |
| CHAD CURTIN |
| LINNEA CARLSON |
| ASHLEY BAKER |
| ELISE MULLEN |
| RACHEL TANGEN |
| SARAH WENNES |