2020-11-10T16:25:50-06:00 2019-12-31 411431613 BERGANKDV LTD PO BOX 2100 WATERLOO IA 507042100 990 2019-01-01 473373953 WATERLOO COMMUNITY FOUNDATION WATE 3198836022 PO BOX 1253 WATERLOO IA 50704 MICHELLE TEYMEYER EXECUTIVE DIRECTOR 3198836022 2020-11-06 1 BRIAN ARONSON CPA P01425251 3192346885 2020-10-15 63.152.46.255 2020-11-06 09:49:21 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BEBCD279E896BE6D43443FD0F07361BDAA23E310 2019 2021-01-29 14:40:06Z MICHELLE TEMEYER PO BOX 1253 WATERLOO IA 50704 518193 0 X WWW.WLOOCOMMUNITYFOUNDATION.ORG X 2015 IA RECEIVE,MAINTAIN,AND MAKE DISTRIBUTIONS PRIMARILY FOR THE BENEFIT OF WATERLOO,IOWA. 15 15 2 15 0 0 225526 508037 0 0 4980 10156 0 0 230506 518193 116726 166407 0 0 33177 35091 0 0 13566 28266 29351 178169 230849 52337 287344 419523 875233 66898 195752 352625 679481 PROVIDE A LEAN, STRAIGHTFORWARD, AND TRANSPARENT CONDUIT VEHICLE TO THOSE WHO WISH TO CONTRIBUTE RESOURCES FOR THE BETTERMENT OF THE GREATER WATERLOO, IOWA COMMUNITY AND ITS CITIZENS. 0 0 174370 166407 THE FOUNDATION PROVIDES FINANCIAL SUPPORT, PRIMARILY FOR THE NEEDS OF WATERLOO, FROM FUNDS THAT ARE MAINTAINED AND ADMINISTERED ON BEHALF OF MULTIPLE DONORS. 174370 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X TROY SMITH 3192352301 425 CEDAR STREET WATERLOO IA 50701 MICHELLE TEYMEYER EXECUTIVE DIRECTOR 20.00 X 30201 0 0 LANCE VANDERLOO DIRECTOR 0.50 X 0 0 0 JIM WALSH DIRECTOR 0.50 X 0 0 0 KENT MCCAUSLAND DIRECTOR 0.50 X 0 0 0 SAM HOLDEN DIRECTOR 0.50 X 0 0 0 MIKE YOUNG DIRECTOR 0.50 X 0 0 0 THERESA HOFFMAN DIRECTOR 0.50 X 0 0 0 RICHARD YOUNG DIRECTOR 0.50 X 0 0 0 STACEY BENTLEY DIRECTOR 0.50 X 0 0 0 LORI JOHNSON DIRECTOR 0.50 X 0 0 0 CHUCK ROWE DIRECTOR 0.50 X 0 0 0 TIMOTHY HURLEY DIRECTOR 0.50 X 0 0 0 GEOF GRIMES PRESIDENT 5.00 X X 0 0 0 KATHY MCCOY VICE PRESIDENT 0.50 X X 0 0 0 TROY SMITH TREASURER 0.50 X X 0 0 0 WILFRED JOHNSON SECRETARY 0.50 X X 0 0 0 30201 0 0 0 0 0 0 0 508037 102454 508037 10156 10156 518193 0 0 10156 124391 124391 42016 42016 30201 4356 15768 10077 2396 2396 2494 333 1390 771 3284 3284 2877 2877 1191 397 397 397 7765 5444 2321 6990 6990 225 225 829 829 BOARD MEETING EXPENSE 4805 4805 DUES AND SUBSCRIPTIONS 1385 1385 230849 174370 42913 13566 6597 556 103980 103182 874677 205764 419523 875233 66898 195752 66898 195752 X 350647 679481 1978 0 352625 679481 419523 875233 287344 39512 0 X 1 X 0 0 0 X 161426 93440 316919 262729 508037 1342551 161426 93440 316919 262729 508037 1342551 212439 1130112 4 14 20 5866 10156 16060 1358611 0.83180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9 206021 80500 185088 1 1 0 FUNDS HELD FOR OTHERS 195752 195752 1 HAWKEYE COMMUNITY COLLEGE 1501 E ORANGE ROAD WATERLOO IA 50704 420925362 HAWKEYE COMMUNITY CO 6000 SCHOLARSHIPS KOATS 4 KIDS 1 42016 PART I, LINE 2: DISTRIBUTIONS ARE MADE FROM FUNDS BASED ON THE FUNDS DISTRIBUTION POLICY AND THE BOARD'S DISCRETION. SCHEDULE I, PART III THE ORGANIZATION ISSUED A GRANT TO REIMBURSE THE KOATS 4 KIDS PROGRAM. APPROXIMATELY 2,200 CLOTHING ITEMS WERE DISTRIBUTED TO FAMILIES UNDER THE PROGRAM. TO BE ELIGIBLE FOR WINTER CLOTHING, FAMILIES MUST MEET INCOME GUIDELINES THAT QUALIFY THEM FOR THE FREE AND REDUCED SCHOOL LUNCH PROGRAM. ASSISTANCE IS DETERMINED THROUGH CONTACT WITH FAMILY SUPPORT WORKERS AND TEACHERS TO UNDERSTAND WHICH KIDS NEED WARM CLOTHING. X 1 102454 FMV 0 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 2 RICK YOUNG AND MIKE YOUNG HAVE A FAMILY RELATIONSHIP. TIM HURLEY AND KATHY MCCOY HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED IT'S BY-LAWS DURING THE YEAR. A FEW MAJOR CHANGES INCLUDE: THE FOUNDATION ADOPTED THE NATIONAL STANDARDS DEFINITION OF A COMMUNITY FOUNDATION AS DEFINIED BY NATIONAL STANDARD #1, BOARD CAPACITY HAS BEEN EXPANDED FROM 14 TO 15 MEMBERS, THE BOARD MAY ALSO CREATE AND APPOINT MEMBERS TO SERVE ON ONE OR MORE COMMITTEES, AND GAVE THE BOARD VARIANCE POWER REGARDING THE VARIOUS FUNDS THE ORGANIZATION HOLDS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 WAS SENT TO THE EXECUTIVE DIRECTOR FOR REVIEW. A FINAL COPY OF THE FORM 990 WAS SENT TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY AND IT IS KEPT ON FILE. ANY KNOWN CONFLICTS ARE IDENTIFIED AND ADDRESSED AT BOARD MEETINGS HELD THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS BASED ON ANNUAL EVALUATION BY THE EXECUTIVE COMMITTEE AND A SALARY COMPARISON STUDY OF SIMILAR POSITIONS IN THE COMMUNITY. THE EXECUTIVE COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS WHO APPROVE THE SALARY THROUGH THE BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.