2020-11-03T11:14:43-06:00 2020-06-30 205925131 SCHNURR & COMPANY LLP 1525 AIRPORT ROAD SUITE 103 AMES IA 50010 990 2019-07-01 420947489 UNITED WAY OF STORY COUNTY INC UNIT 5152685142 315 CLARK AVE AMES IA 50010 JEAN KRESSE PRESIDENT/CEO 5152685142 2020-09-23 1 MURRAY A STANLEY CPA P00031028 5152336300 97.64.154.134 2020-09-23 16:17:18 CD P 912E45A69DD8D56410EC28892FB3270CF42DFA82 2ACE1069C11361B41AE245AC9BC37CDFD84C1C19 2019 2021-01-29 14:40:06Z JEAN KRESSE 315 CLARK AVE AMES IA 50010 2577947 0 X WWW.UWSTORY.ORG X 1972 IA THE 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. 17 17 9 1000 0 0 2152498 2515553 0 0 42281 57860 4497 4534 2199276 2577947 1450106 1567633 0 0 517217 542597 0 0 230481 429639 441308 2396962 2551538 -197686 26409 2821221 2960497 152379 270663 2668842 2689834 THE 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. 0 0 2209871 1567633 4534 UNITED WAY OF STORY COUNTY PROVIDES FUNDING FOR SERVICES PROVIDED BY OUR PARTNER AGENCIES THROUGHOUT STORY COUNTY. 2209871 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IA X JACLYN ANDERZHON 5152685142 315 CLARK AVE AMES IA 50010 JONATHAN WICKERT MEMBER 1.00 X 0 0 0 JANE ACKER MEMBER 1.00 X 0 0 0 JESSICA BIGELOW MEMBER 1.00 X 0 0 0 MATT FRANCO MEMBER 1.00 X 0 0 0 MARTINO HARMON PAST CHAIR 1.00 X 0 0 0 KEITH HOBSON ALLOCATIONS CHAIR 1.00 X 0 0 0 DAVID BENSON MEMBER 1.00 X 0 0 0 ADAVID INYANG 2ND VICE CHAIR 1.00 X 0 0 0 AMBER DEARDORFF MEMBER 1.00 X 0 0 0 KURT JENSEN TREASURER 1.00 X 0 0 0 PAUL NEES MEMBER 1.00 X 0 0 0 STEVE TENNEY MEMBER 1.00 X 0 0 0 KIM LIAMS MEMBER 1.00 X 0 0 0 CALLI SANDERS MEMBER 1.00 X 0 0 0 BRIAN SCHWARTZE MEMBER 1.00 X 0 0 0 KIM LINDUSKA CHAIR 1.00 X 0 0 0 PAM WHITE 1ST VICE CHAIR 1.00 X 0 0 0 JACLYN ANDERZHON FINANCE DIRECTOR 40.00 X 58106 0 0 JEAN KRESSE PRESIDENT & CEO 40.00 X 100551 0 0 158657 0 0 1 0 0 0 0 17557 264332 2233664 2515553 51754 51754 6106 0 6106 6106 6106 0 17557 0 0 ADMINISTRATIVE FEES 900099 4534 4534 4534 2577947 4534 0 57860 1567633 1567633 164894 92792 24796 47306 328883 185074 49457 94352 12961 6612 3007 3342 35859 20205 5383 10271 6391 6391 7502 7502 13177 13177 15263 12668 1068 1527 67599 56107 4732 6760 3618 3003 253 362 3302 2741 231 330 31793 26388 2226 3179 28630 23763 2004 2863 CONTRACT SERVICES 153874 152379 1495 BAD DEBT EXPENSE 62784 31392 31392 DUES 28851 23946 2020 2885 CAMPAIGN 10853 10853 7671 5168 621 1882 2551538 2209871 111186 230481 534711 519473 714536 807001 543768 485788 6604 6103 222486 138757 108136 83729 913466 1058403 2821221 2960497 144417 159836 7962 7427 103400 152379 270663 X 1944511 1728843 724331 960991 2668842 2689834 2821221 2960497 26409 -5417 0 X X 0 1 X 1 0 X 2058049 2199346 2569421 2152498 2515553 11494867 2058049 2199346 2569421 2152498 2515553 11494867 11494867 22978 72715 44500 42281 51754 234228 1552 5190 4534 11276 11740371 0.97910 0.98060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 724331 50182 17473 34463 757523 652938 73236 35403 30498 6748 724331 622313 47147 38954 49247 6229 652938 502766 85000 57018 16913 5558 622313 489854 14901 2029 4018 502766 1.00000 1 0 91992 41901 50091 130494 96856 33638 83729 2648361 -5417 83333 77916 2570445 7502 7502 2577947 2627369 83333 83333 2544036 7502 7502 2551538 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. GOLF EVENT 17557 17557 17557 17557 1 HEARTLAND SENIOR SERVICES 205 S WALNUT AVE AMES IA 50010 421052353 501(C)3 78215 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES ACPC 920 CARROLL AMES IA 50010 420940017 501(C)3 37486 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES SALVATION ARMY 703 EAST LINCOLN WAY AMES IA 50010 362167910 509(A)(1) 42720 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES AMERICAN RED CROSS PO BOX 73857 CHICAGO IL 60673 420859061 501(C)3 18347 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES BOY SCOUTS OF AMERICA MID IOWA COUNCIL 6123 SCOUT TRAIL DES MOINES IA 50321 420981715 501(C)3 9999 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES BOYS AND GIRLS CLUB 210 SOUTH 5TH ST AMES IA 50010 420888428 501(C)3 78600 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES CAMP FIRE USA 5615 HICKMAN RD DES MOINES IA 50310 420680459 501(C)3 30826 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES CENTER FOR CREATIVE JUSTICE 210 LYNN AVE AMES IA 50014 421020129 501(C)3 13188 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES CHILDSERVE 1915 PHILADELPHIA AMES IA 50010 421390033 501(C)3 16162 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES EYERLY BALL 2521 UNIVERSITY BLVD 3121 AMES IA 50010 420942273 501(C)3 5100 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES THE BRIDGE HOME 225 SOUTH KELLOGG AMES IA 50010 421252893 501(C)3 111008 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES RAISING READERS IN STORY COUNTY PO BOX 2374 AMES IA 50010 201672684 501(C)3 43963 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES GIRL SCOUTS 10715 HICKMAN RD DES MOINES IA 50322 420698218 501(C)3 11667 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES GOOD NEIGHBOR 613 CLARK AVE AMES IA 50010 391882712 501(C)3 38898 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES MGMC HOME HEALTH SERVICES 1114 DUFF AVE AMES IA 50010 421347891 115(1) 47735 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES LEGAL AID SOCIETY 937 SIXTH ST 101 NEVADA IA 50201 421024720 501(C)3 16874 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES LUTHERAN SERVICES IN IOWA PO BOX 848 WAVERLY IA 50677 420698267 501(C)3 43551 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES MID IOWA COMMUNITY ACTION 230 SE 16TH STREET AMES IA 50010 420923311 501(C)3 73654 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES NATIONAL ALLIANCE FOR THE MENTALLY ILL 242 5TH STREET AMES IA 50010 421281536 501(C)3 27368 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES HEART OF IOWA REGIONAL TRANSIT 2824 104TH STREET URBANDALE IA 50322 421176997 115(1) 13988 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES STORY TIME CHILDCARE CENTER 84 MAIN ST MAXWELL IA 50161 421349943 501(C)3 54945 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES THE ARC OF STORY COUNTY 130 S SHELDON AVE 302 AMES IA 50014 426099400 501(C)3 41658 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES UNIVERSITY COMMUNITY CHILDCARE 2623 BRUNER DRIVE AMES IA 50010 933443158 501(C)3 16623 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES VOLUNTEER CENTER OF STORY COUNTY 110 CRYSTAL STREET AMES IA 50010 421441816 501(C)3 77207 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES YOUTH AND SHELTER SERVICES 420 KELLOGG AMES IA 50010 421051609 501(C)3 207318 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES YWCA 808 HAYWARD STREET AMES IA 50013 426004224 501(C)3 27036 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES FRIENDSHIP ARK HOMES 130 S SHELDON AVE 203 AMES IA 50014 421489488 501(C)3 100000 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES MAINSTREAM LIVING 515 CLARK AVE AMES IA 50010 421042459 501(C)3 100000 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES ASSAULT CARE CENTER PO BOX 1429 AMES IA 50010 421052613 501(C)3 72133 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES CENTRAL IOWA RSVP 503 ELM AVENUE STORY CITY IA 50248 421019146 501(C)3 31432 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES FOOD BANK OF IOWA PO BOX 1517 DES MOINES IA 50305 421177880 501(C)3 30590 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES ST CECELIA CHURCH 2900 HOOVER AVENUE AMES IA 50010 420788215 501(C)3 13000 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES 29 3 PART I, LINE 2: GRANT 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. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 WAS PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE 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 15 COMPENSATION 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 19 THE ORGANIZATION'S AUDIT AND MAJOR POLICIES ARE AVAILABLE ON THEIR WEBSITE. ANY OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. PART XII, LINE 2C THE 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.