WATERLOO COMMUNITY FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
WATERLOO COMMUNITY FOUNDATION (EIN 47-3373953)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-09-26
IRS object ID
201912699349301656
Schema version
2018v3.1
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)
Return2019-09-26T16:38:26-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN421243538PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BERGANKDV LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2100AddressLine1Txt
CityWATERLOOCityNm
State AbbreviationIAStateAbbreviationCd
ZIP507042100ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN473373953EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WATERLOO COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWATEBusinessNameControlTxt
Phone3198836022PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1253AddressLine1Txt
CityWATERLOOCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50704ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHELLE TEYMEYERPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone3198836022PhoneNum
Signature2019-09-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID A RICHTER CPAPreparerPersonNm
PTINP00168204PTIN
Phone3192346885PhoneNum
Preparation2019-08-19PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address208.69.147.159IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-09-17IPDt
IP Tm09:41:14IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdBAAC325D768170348CB03DC56161E8249D320EE2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMICHELLE TEMEYERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1253AddressLine1Txt
CityWATERLOOCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50704ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$230,506GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WLOOCOMMUNITYFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2015FormationYr
Legal Domicile StateIALegalDomicileStateCd
Activity Or MissionRECEIVE,MAINTAIN,AND MAKE DISTRIBUTIONS PRIMARILY FOR THE BENEFIT OF WATERLOO,IOWA.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers26TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$316,919PYContributionsGrantsAmt
CY Contributions Grants$225,526CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$20PYInvestmentIncomeAmt
CY Investment Income$4,980CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$316,939PYTotalRevenueAmt
CY Total Revenue$230,506CYTotalRevenueAmt
PY Grants And Similar Paid$66,933PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$116,726CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$31,542PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$33,177CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$11,042CYTotalFundraisingExpenseAmt
PY Other Expenses$25,266PYOtherExpensesAmt
CY Other Expenses$28,266CYOtherExpensesAmt
PY Total Expenses$123,741PYTotalExpensesAmt
CY Total Expenses$178,169CYTotalExpensesAmt
PY Revenues Less Expenses$193,198PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$52,337CYRevenuesLessExpensesAmt
Total Assets BOY$359,057TotalAssetsBOYAmt
Total Assets EOY$419,523TotalAssetsEOYAmt
Total Liabilities BOY$1,609TotalLiabilitiesBOYAmt
Total Liabilities EOY$66,898TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$357,448NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$352,625NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$119,788ExpenseAmt
Grant$116,726GrantAmt
DescTHE FOUNDATION PROVIDES FINANCIAL SUPPORT, PRIMARILY FOR THE NEEDS OF WATERLOO, FROM FUNDS THAT ARE MAINTAINED AND ADMINISTERED ON BEHALF OF MULTIPLE DONORS.Desc
Total Program Service Expenses$119,788TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2EmployeeCnt
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
Form8899 Filedind0Form8899Filedind
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 Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
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 Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TROY SMITHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3192352301PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1425 CEDAR STREETAddressLine1Txt
CityWATERLOOCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50701ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
TIMOTHY HURLEY
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
GEOF GRIMES
VICE PRESIDENT0.50Yes (X)Yes (X)$0$0$0
DANIEL WATTERS
TREASURER0.50Yes (X)Yes (X)$0$0$0
JOSEF VICH
SECRETARY0.50Yes (X)Yes (X)$0$0$0
MICHAEL YOUNG
PAST PRESIDENT0.50Yes (X)$0$0$0
STACEY BENTLEY
DIRECTOR0.50Yes (X)$0$0$0
RICHARD YOUNG
DIRECTOR0.50Yes (X)$0$0$0
THERESA HOFFMAN
DIRECTOR0.50Yes (X)$0$0$0
MICKEY JOHNSON
DIRECTOR0.50Yes (X)$0$0$0
JIM LIND
DIRECTOR0.50Yes (X)$0$0$0
TROY SMITH
DIRECTOR0.50Yes (X)$0$0$0
KENT MCCAUSLAND
DIRECTOR0.50Yes (X)$0$0$0
KATHY MCCOY
DIRECTOR0.50Yes (X)$0$0$0
JIM WALSH
DIRECTOR0.50Yes (X)$0$0$0
MICHELLE TEYMEYER
EXECUTIVE DIRECTOR20.00Yes (X)$29,579$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$29,579TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$225,526AllOtherContributionsAmt
Total Contributions$225,526TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,980TotalRevenueColumnAmt
Exclusion$4,980ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$230,506TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,980ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$84,225TotalAmt
Program Services$84,225ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$32,501TotalAmt
Program Services$32,501ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$29,463TotalAmt
Program Services$2,844ProgramServicesAmt
Management And General$23,775ManagementAndGeneralAmt
Fundraising$2,844FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,714TotalAmt
Program Services$218ProgramServicesAmt
Management And General$3,278ManagementAndGeneralAmt
Fundraising$218FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,000TotalAmt
Management And General$3,000ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$10,556TotalAmt
Management And General$2,576ManagementAndGeneralAmt
Fundraising$7,980FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,912TotalAmt
Management And General$3,912ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,280TotalAmt
Management And General$7,280ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$433TotalAmt
Management And General$433ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,746TotalAmt
Management And General$1,746ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescDUES AND SUBSCRIPTIONSDesc
Total$1,339TotalAmt
Management And General$1,339ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$178,169TotalAmt
Program Services$119,788ProgramServicesAmt
Management And General$47,339ManagementAndGeneralAmt
Fundraising$11,042FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$6,597EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$359,057BOYAmt
EOY$103,980EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$103,182EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$205,764EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$359,057BOYAmt
EOY$419,523EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,609BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$66,898EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,609BOYAmt
EOY$66,898EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$153,875BOYAmt
EOY$350,647EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$203,573BOYAmt
EOY$1,978EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$357,448BOYAmt
EOY$352,625EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$359,057BOYAmt
EOY$419,523EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$52,337ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$11,958NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$45,202PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
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 Minus3 Years$161,426CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$93,440CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$316,919CurrentTaxYearMinus1YearAmt
Current Tax Year$262,729CurrentTaxYearAmt
Total$834,514TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$161,426CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$93,440CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$316,919CurrentTaxYearMinus1YearAmt
Current Tax Year$262,729CurrentTaxYearAmt
Total$834,514TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$179,270SubstantialContributorsTotAmt
Public Support Total170$655,244PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$4CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20CurrentTaxYearMinus1YearAmt
Current Tax Year$5,866CurrentTaxYearAmt
Total$5,904TotalAmt
FieldValueIRS element (for citing)
Total Support$840,418TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held3DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$28,270DonorAdvisedFundsContriAmt
Donor Advised Funds Vl EOY$49,953DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
DODGE & COX INCOME FUND$71,812C
VANGUARD GNMA FUND$22,043C
VANGUARD ST INVESTMENT GRADE FUND$36,071C
FIDELITY CONTRAFUND FUND$25,173C
OAKMARK FUND$24,292C
PRIMECAP ODYSSEY STOCK FUND$26,373C
FieldValueIRS element (for citing)
Total Book Value Securities$205,764TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescFUNDS HELD FOR OTHERSDesc
Amt$66,898Amt
FieldValueIRS element (for citing)
Total Liability$66,898TotalLiabilityAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
WATERLOO LEISURE SERVICES
1101 CAMPBELL AVEWATERLOOIA50701421505470501(C)(3)$7,568ARCHITECTURAL SERVICES
HAWKEYE COMMUNITY COLLEGE
1501 E ORANGE ROADWATERLOOIA50704420925362HAWKEYE COMMUNITY CO$6,000SCHOLARSHIPS
CITY OF WATERLOO
715 MULBERRY STWATERLOOIA50703426005327CITY OF WATERLOO$20,275PLAYGROUND
WATERLOO SCHOOLS
1516 WASHINGTON STWATERLOOIA50702426003910WATERLOO SCHOOLS$13,633EDUCATIONAL SERVICES SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeKOATS 4 KIDSGrantTypeTxt
Recipient1RecipientCnt
Cash Grant$32,501CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:DISTRIBUTIONS ARE MADE FROM FUNDS BASED ON THE FUNDS DISTRIBUTION POLICY AND THE BOARD'S DISCRETION.
SCHEDULE I, PART IIITHE ORGANIZATION ISSUED A GRANT TO REIMBURSE THE KOATS 4 KIDS PROGRAM. APPROXIMATELY 2,000 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.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2RICK YOUNG AND MIKE YOUNG HAVE A FAMILY RELATIONSHIP. TIM HURLEY AND KATHY MCCOY HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11BA 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 12CBOARD 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 15ATHE 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 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.

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