UNITED WAY OF STORY COUNTY INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF STORY COUNTY INC (EIN 42-0947489)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-11-03
IRS object ID
202023089349300417
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-03T11:14:43-06:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205925131PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHNURR & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11525 AIRPORT ROAD SUITE 103AddressLine1Txt
CityAMESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50010ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN420947489EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF STORY COUNTY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone5152685142PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1315 CLARK AVEAddressLine1Txt
CityAMESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEAN KRESSEPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone5152685142PhoneNum
Signature2020-09-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address97.64.154.134IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-09-23IPDt
IP Tm16:17:18IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id912E45A69DD8D56410EC28892FB3270CF42DFA82AtSubmissionCreationDeviceId
At Submission Filing Device Id2ACE1069C11361B41AE245AC9BC37CDFD84C1C19AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJEAN KRESSEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1315 CLARK AVEAddressLine1Txt
CityAMESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50010ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,577,947GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UWSTORY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1972FormationYr
Legal Domicile StateIALegalDomicileStateCd
Activity Or MissionTHE UNITED WAY OF STORY COUNTY IS A STRATEGIC LEADER IN BUILDING COUNTY-WIDE PARTNERSHIPS TO IDENTIFY NEEDS AND TO DEVELOP, SUPPORT AND EVALUATE EFFECTIVE HUMAN SERVICES, ESPECIALLY IN THE AREAS OF HEALTH, EDUCATION, AND FINANCIAL STABILITY, FOR OUR DIVERSE COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee9TotalEmployeeCnt
Total Volunteers1000TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,152,498PYContributionsGrantsAmt
CY Contributions Grants$2,515,553CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$42,281PYInvestmentIncomeAmt
CY Investment Income$57,860CYInvestmentIncomeAmt
PY Other Revenue$4,497PYOtherRevenueAmt
CY Other Revenue$4,534CYOtherRevenueAmt
PY Total Revenue$2,199,276PYTotalRevenueAmt
CY Total Revenue$2,577,947CYTotalRevenueAmt
PY Grants And Similar Paid$1,450,106PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,567,633CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$517,217PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$542,597CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$230,481CYTotalFundraisingExpenseAmt
PY Other Expenses$429,639PYOtherExpensesAmt
CY Other Expenses$441,308CYOtherExpensesAmt
PY Total Expenses$2,396,962PYTotalExpensesAmt
CY Total Expenses$2,551,538CYTotalExpensesAmt
PY Revenues Less Expenses-$197,686PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$26,409CYRevenuesLessExpensesAmt
Total Assets BOY$2,821,221TotalAssetsBOYAmt
Total Assets EOY$2,960,497TotalAssetsEOYAmt
Total Liabilities BOY$152,379TotalLiabilitiesBOYAmt
Total Liabilities EOY$270,663TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,668,842NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,689,834NetAssetsOrFundBalancesEOYAmt
MissionTHE UNITED WAY OF STORY COUNTY IS A STRATEGIC LEADER IN BUILDING COUNTRYWIDE PARTNERSHIPS TO IDENTIFY NEEDS AND TO DEVELOP, SUPPORT AND EVALUATE EFFECTIVE HUMAN SERVICES FOR OUR DIVERSE COMMUNITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,209,871ExpenseAmt
Grant$1,567,633GrantAmt
Revenue$4,534RevenueAmt
DescUNITED WAY OF STORY COUNTY PROVIDES FUNDING FOR SERVICES PROVIDED BY OUR PARTNER AGENCIES THROUGHOUT STORY COUNTY.Desc
Total Program Service Expenses$2,209,871TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee9EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldIAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JACLYN ANDERZHONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5152685142PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1315 CLARK AVEAddressLine1Txt
CityAMESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50010ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JONATHAN WICKERT
MEMBER1.00Yes (X)$0$0$0
JANE ACKER
MEMBER1.00Yes (X)$0$0$0
JESSICA BIGELOW
MEMBER1.00Yes (X)$0$0$0
MATT FRANCO
MEMBER1.00Yes (X)$0$0$0
MARTINO HARMON
PAST CHAIR1.00Yes (X)$0$0$0
KEITH HOBSON
ALLOCATIONS CHAIR1.00Yes (X)$0$0$0
DAVID BENSON
MEMBER1.00Yes (X)$0$0$0
ADAVID INYANG
2ND VICE CHAIR1.00Yes (X)$0$0$0
AMBER DEARDORFF
MEMBER1.00Yes (X)$0$0$0
KURT JENSEN
TREASURER1.00Yes (X)$0$0$0
PAUL NEES
MEMBER1.00Yes (X)$0$0$0
STEVE TENNEY
MEMBER1.00Yes (X)$0$0$0
KIM LIAMS
MEMBER1.00Yes (X)$0$0$0
CALLI SANDERS
MEMBER1.00Yes (X)$0$0$0
BRIAN SCHWARTZE
MEMBER1.00Yes (X)$0$0$0
KIM LINDUSKA
CHAIR1.00Yes (X)$0$0$0
PAM WHITE
1ST VICE CHAIR1.00Yes (X)$0$0$0
JACLYN ANDERZHON
FINANCE DIRECTOR40.00$58,106$0$0Yes (X)
JEAN KRESSE
PRESIDENT & CEO40.00$100,551$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$158,657TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$17,557FundraisingAmt
Government Grants$264,332GovernmentGrantsAmt
All Other Contributions$2,233,664AllOtherContributionsAmt
Total Contributions$2,515,553TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$51,754TotalRevenueColumnAmt
Exclusion$51,754ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,106SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$6,106SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,106TotalRevenueColumnAmt
Exclusion$6,106ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$17,557ContriRptFundraisingEventAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE FEESDesc
Business900099BusinessCd
Total Revenue Column$4,534TotalRevenueColumnAmt
Related Or Exempt Func Income$4,534RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$4,534OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,577,947TotalRevenueColumnAmt
Related Or Exempt Func Income$4,534RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$57,860ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,567,633TotalAmt
Program Services$1,567,633ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$164,894TotalAmt
Program Services$92,792ProgramServicesAmt
Management And General$24,796ManagementAndGeneralAmt
Fundraising$47,306FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$328,883TotalAmt
Program Services$185,074ProgramServicesAmt
Management And General$49,457ManagementAndGeneralAmt
Fundraising$94,352FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$12,961TotalAmt
Program Services$6,612ProgramServicesAmt
Management And General$3,007ManagementAndGeneralAmt
Fundraising$3,342FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$35,859TotalAmt
Program Services$20,205ProgramServicesAmt
Management And General$5,383ManagementAndGeneralAmt
Fundraising$10,271FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,391TotalAmt
Management And General$6,391ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$7,502TotalAmt
Management And General$7,502ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$13,177TotalAmt
Fundraising$13,177FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$15,263TotalAmt
Program Services$12,668ProgramServicesAmt
Management And General$1,068ManagementAndGeneralAmt
Fundraising$1,527FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$67,599TotalAmt
Program Services$56,107ProgramServicesAmt
Management And General$4,732ManagementAndGeneralAmt
Fundraising$6,760FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,618TotalAmt
Program Services$3,003ProgramServicesAmt
Management And General$253ManagementAndGeneralAmt
Fundraising$362FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,302TotalAmt
Program Services$2,741ProgramServicesAmt
Management And General$231ManagementAndGeneralAmt
Fundraising$330FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$31,793TotalAmt
Program Services$26,388ProgramServicesAmt
Management And General$2,226ManagementAndGeneralAmt
Fundraising$3,179FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$28,630TotalAmt
Program Services$23,763ProgramServicesAmt
Management And General$2,004ManagementAndGeneralAmt
Fundraising$2,863FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CONTRACT SERVICES$153,874$152,379$1,495
BAD DEBT EXPENSE$62,784$31,392$31,392
DUES$28,851$23,946$2,020$2,885
CAMPAIGN$10,853$10,853

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$7,671TotalAmt
Program Services$5,168ProgramServicesAmt
Management And General$621ManagementAndGeneralAmt
Fundraising$1,882FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,551,538TotalAmt
Program Services$2,209,871ProgramServicesAmt
Management And General$111,186ManagementAndGeneralAmt
Fundraising$230,481FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$534,711BOYAmt
EOY$519,473EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$714,536BOYAmt
EOY$807,001EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$543,768BOYAmt
EOY$485,788EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,604BOYAmt
EOY$6,103EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$222,486LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$138,757LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$108,136BOYAmt
EOY$83,729EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$913,466BOYAmt
EOY$1,058,403EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,821,221BOYAmt
EOY$2,960,497EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$144,417BOYAmt
EOY$159,836EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$7,962BOYAmt
EOY$7,427EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$152,379BOYAmt
EOY$270,663EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,944,511BOYAmt
EOY$1,728,843EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$724,331BOYAmt
EOY$960,991EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,668,842BOYAmt
EOY$2,689,834EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,821,221BOYAmt
EOY$2,960,497EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$26,409ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$5,417NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,058,049CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,199,346CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,569,421CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,152,498CurrentTaxYearMinus1YearAmt
Current Tax Year$2,515,553CurrentTaxYearAmt
Total$11,494,867TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,058,049CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,199,346CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,569,421CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,152,498CurrentTaxYearMinus1YearAmt
Current Tax Year$2,515,553CurrentTaxYearAmt
Total$11,494,867TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$11,494,867PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,978CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$72,715CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$44,500CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,281CurrentTaxYearMinus1YearAmt
Current Tax Year$51,754CurrentTaxYearAmt
Total$234,228TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,552CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,190CurrentTaxYearMinus3YearsAmt
Current Tax Year$4,534CurrentTaxYearAmt
Total$11,276TotalAmt
FieldValueIRS element (for citing)
Total Support$11,740,371TotalSupportAmt
Public Support CY1700.97910PublicSupportCY170Pct
Public Support PY1700.98060PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$724,331BeginningYearBalanceAmt
Contributions$50,182ContributionsAmt
Investment Earnings Or Losses$17,473InvestmentEarningsOrLossesAmt
Grants Or Scholarships$34,463GrantsOrScholarshipsAmt
End Year Balance$757,523EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$489,854BeginningYearBalanceAmt
Contributions$14,901ContributionsAmt
Investment Earnings Or Losses$2,029InvestmentEarningsOrLossesAmt
Administrative Expenses$4,018AdministrativeExpensesAmt
End Year Balance$502,766EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$91,992OtherCostOrOtherBasisAmt
Depreciation$41,901DepreciationAmt
Book Value$50,091BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$130,494OtherCostOrOtherBasisAmt
Depreciation$96,856DepreciationAmt
Book Value$33,638BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$83,729TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$2,648,361TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$5,417NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$83,333DonatedServicesAndUseFcltsAmt
Revenue Not Reported$77,916RevenueNotReportedAmt
Revenue Subtotal$2,570,445RevenueSubtotalAmt
Investment Expenses Not Incld$7,502InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$7,502RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,577,947TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,627,369TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$83,333DonatedServicesUseFcltsAmt
Expenses Not Reported$83,333ExpensesNotReportedAmt
Expenses Subtotal$2,544,036ExpensesSubtotalAmt
Investment Expenses Not Incld2$7,502InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$7,502ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,551,538TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:THE ORGANIZATION SERVES AS THE FISCAL AGENT FOR SCAP, SCHSC AND CDR. THESE FUNDS ARE HELD TO BE DISBURSED ACCORDING TO THE INDIVIDUAL ORGANIZATIONS' DIRECTION.
PART V, LINE 4:5% PER YEAR IS ALLOWED TO BE USED ON SPECIAL NEEDS DETERMINED AND APPROVED BY THE BOARD OF DIRECTORS.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF EVENTEvent1Nm
Gross Receipts Event1$17,557GrossReceiptsEvent1Amt
Charitable Contri Event1$17,557CharitableContriEvent1Amt
Gross Receipts Total$17,557GrossReceiptsTotalAmt
Charitable Contributions Tot$17,557CharitableContributionsTotAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (32 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
HEARTLAND SENIOR SERVICES
205 S WALNUT AVEAMESIA50010421052353501(C)3$78,215TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
ACPC
920 CARROLLAMESIA50010420940017501(C)3$37,486TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
SALVATION ARMY
703 EAST LINCOLN WAYAMESIA50010362167910509(A)(1)$42,720TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
AMERICAN RED CROSS
PO BOX 73857CHICAGOIL60673420859061501(C)3$18,347TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
BOY SCOUTS OF AMERICA MID IOWA COUNCIL
6123 SCOUT TRAILDES MOINESIA50321420981715501(C)3$9,999TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
BOYS AND GIRLS CLUB
210 SOUTH 5TH STAMESIA50010420888428501(C)3$78,600TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
CAMP FIRE USA
5615 HICKMAN RDDES MOINESIA50310420680459501(C)3$30,826TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
CENTER FOR CREATIVE JUSTICE
210 LYNN AVEAMESIA50014421020129501(C)3$13,188TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
CHILDSERVE
1915 PHILADELPHIAAMESIA50010421390033501(C)3$16,162TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
EYERLY BALL
2521 UNIVERSITY BLVD 3121AMESIA50010420942273501(C)3$5,100TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
THE BRIDGE HOME
225 SOUTH KELLOGGAMESIA50010421252893501(C)3$111,008TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
RAISING READERS IN STORY COUNTY
PO BOX 2374AMESIA50010201672684501(C)3$43,963TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
GIRL SCOUTS
10715 HICKMAN RDDES MOINESIA50322420698218501(C)3$11,667TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
GOOD NEIGHBOR
613 CLARK AVEAMESIA50010391882712501(C)3$38,898TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
MGMC HOME HEALTH SERVICES
1114 DUFF AVEAMESIA50010421347891115(1)$47,735TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
LEGAL AID SOCIETY
937 SIXTH ST 101NEVADAIA50201421024720501(C)3$16,874TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
LUTHERAN SERVICES IN IOWA
PO BOX 848WAVERLYIA50677420698267501(C)3$43,551TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
MID IOWA COMMUNITY ACTION
230 SE 16TH STREETAMESIA50010420923311501(C)3$73,654TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
NATIONAL ALLIANCE FOR THE MENTALLY ILL
242 5TH STREETAMESIA50010421281536501(C)3$27,368TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
HEART OF IOWA REGIONAL TRANSIT
2824 104TH STREETURBANDALEIA50322421176997115(1)$13,988TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
STORY TIME CHILDCARE CENTER
84 MAIN STMAXWELLIA50161421349943501(C)3$54,945TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
THE ARC OF STORY COUNTY
130 S SHELDON AVE 302AMESIA50014426099400501(C)3$41,658TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
UNIVERSITY COMMUNITY CHILDCARE
2623 BRUNER DRIVEAMESIA50010933443158501(C)3$16,623TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
VOLUNTEER CENTER OF STORY COUNTY
110 CRYSTAL STREETAMESIA50010421441816501(C)3$77,207TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
YOUTH AND SHELTER SERVICES
420 KELLOGGAMESIA50010421051609501(C)3$207,318TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
YWCA
808 HAYWARD STREETAMESIA50013426004224501(C)3$27,036TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
FRIENDSHIP ARK HOMES
130 S SHELDON AVE 203AMESIA50014421489488501(C)3$100,000TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
MAINSTREAM LIVING
515 CLARK AVEAMESIA50010421042459501(C)3$100,000TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
ASSAULT CARE CENTER
PO BOX 1429AMESIA50010421052613501(C)3$72,133TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
CENTRAL IOWA RSVP
503 ELM AVENUESTORY CITYIA50248421019146501(C)3$31,432TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
FOOD BANK OF IOWA
PO BOX 1517DES MOINESIA50305421177880501(C)3$30,590TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
ST CECELIA CHURCH
2900 HOOVER AVENUEAMESIA50010420788215501(C)3$13,000TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
FieldValueIRS element (for citing)
Total501c3 Org29Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANT RECIPIENTS SIGN A CONTRACT AND HAVE SIX MONTH REPORTING REQUIREMENTS. ASSET RECEIPIENTS HAVE OUTCOME AND FINANCIAL REPORTING REPONSIBILITIES THAT VARY FROM 990'S TO AN AUDIT DEPENDENT UPON THE REVENUE OF THE ORGANIZATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF FORM 990 WAS PROVIDED TO THE BOARD PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE WRITTEN CONFLICT OF INTEREST POLICY IS REVIEWED YEARLY AT THE FIRST BOARD MEETING. EACH BOARD MEMBER IS TO REVIEW AND SIGN THE POLICY PRIOR TO VOTING ON ANY MATTERS BEFORE THE BOARD.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION OF THE ORGANIZATION'S PRESIDENT/CEO AND MANAGEMENT IS COMPARED TO AN UNITED WAY WORLDWIDE COMPENSATION REPORT DURING A SPECIAL PURPOSE EXECUTIVE SESSION.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S AUDIT AND MAJOR POLICIES ARE AVAILABLE ON THEIR WEBSITE. ANY OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST.
PART XII, LINE 2CTHE BOARD ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE COMPILATION OF ITS FINANCIAL STATEMENTS, THE AUDIT, AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT TO PERFORM THE AUDIT.

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