UNITED WAY OF STORY COUNTY INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF STORY COUNTY INC (EIN 42-0947489)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-11-13
IRS object ID
201813179349307736
Schema version
2017v2.3
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)
Return2018-11-13T17:12:20-06:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205925131PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHNURR&COMPANYCPAS PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1218 SE 16TH ST SUITE 101AddressLine1Txt
CityAMESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50010ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

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
Signature2018-11-09SignatureDt
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)
IP2018-11-09IPDt
IP Tm15:17:13IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF7D00BB9E8BB6131FC9EBEDFF1E61B53EF34B56CAtSubmissionCreationDeviceId
At Submission Filing Device Id181C0407701C0A4DF7C5384FFEF4ECE42FFB697DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

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$2,618,488GrossReceiptsAmt
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 COUNTYWIDE PARTNERSHIPS TO IDENTIFY NEEDS AND TO DEVELOP, SUPPORT AND EVALUATE EFFECTIVE HUMAN SERVICES, ESPECIALLY IN THE AREAS OF EDUCATION, INCOME AND HEALTH, FOR OUR DIVERSE COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee11TotalEmployeeCnt
Total Volunteers1000TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,199,346PYContributionsGrantsAmt
CY Contributions Grants$2,569,421CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$72,715PYInvestmentIncomeAmt
CY Investment Income$44,500CYInvestmentIncomeAmt
PY Other Revenue$5,190PYOtherRevenueAmt
CY Other Revenue$4,567CYOtherRevenueAmt
PY Total Revenue$2,277,251PYTotalRevenueAmt
CY Total Revenue$2,618,488CYTotalRevenueAmt
PY Grants And Similar Paid$1,412,043PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,578,933CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$451,563PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$507,754CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$227,056CYTotalFundraisingExpenseAmt
PY Other Expenses$367,189PYOtherExpensesAmt
CY Other Expenses$458,415CYOtherExpensesAmt
PY Total Expenses$2,230,795PYTotalExpensesAmt
CY Total Expenses$2,545,102CYTotalExpensesAmt
PY Revenues Less Expenses$46,456PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$73,386CYRevenuesLessExpensesAmt
Total Assets BOY$2,934,830TotalAssetsBOYAmt
Total Assets EOY$3,081,315TotalAssetsEOYAmt
Total Liabilities BOY$187,934TotalLiabilitiesBOYAmt
Total Liabilities EOY$229,086TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,746,896NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,852,229NetAssetsOrFundBalancesEOYAmt
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$2,209,281ExpenseAmt
Grant$1,578,933GrantAmt
Revenue$4,567RevenueAmt
DescUNITED WAY OF STORY COUNTY PROVIDES FUNDING FOR SERVICES PROVIDED BY OUR PARTNER AGENCIES THROUGHOUT STORY COUNTY.Desc
Total Program Service Expenses$2,209,281TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
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 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 Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee11EmployeeCnt
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
Form1098 C FiledYes (1)Form1098CFiledInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
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 (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JEFF BIEHN
MEMBER1.00Yes (X)$0$0$0
SCOTT BLEICH
PAST BOARD CHAIR1.00Yes (X)$0$0$0
JESSICA BIGELOW
MEMBER1.00Yes (X)$0$0$0
MATT FRANCO
MEMBER1.00Yes (X)$0$0$0
MARTINO HARMON
BOARD CHAIR1.00Yes (X)$0$0$0
MARKUS FLYNN
MEMBER1.00Yes (X)$0$0$0
KEITH HOBSON
SECRETARY1.00Yes (X)$0$0$0
TONY HOGAN
MEMBER1.00Yes (X)$0$0$0
ADAVID INYANG
MEMBER1.00Yes (X)$0$0$0
MARK CAHILL
MEMBER1.00Yes (X)$0$0$0
KURT JENSEN
MEMBER1.00Yes (X)$0$0$0
PAUL NEES
MEMBER1.00Yes (X)$0$0$0
STEVE TENNEY
MEMBER1.00Yes (X)$0$0$0
JERIANN MCLAUGHLIN
MEMBER1.00Yes (X)$0$0$0
CALLI SANDERS
MEMBER1.00Yes (X)$0$0$0
BRIAN SCHWARTZE
MEMBER1.00Yes (X)$0$0$0
KIM LINDUSKA
1ST VICE CHAIR/TREASURER1.00Yes (X)$0$0$0
PAM WHITE
2ND VICE CHAIR1.00Yes (X)$0$0$0
JANE ACKER
MEMBER1.00Yes (X)$0$0$0
JONATHAN WICKERT
MEMBER1.00Yes (X)$0$0$0
JEAN KRESSE
PRESIDENT & CEO40.00$92,535$0$0Yes (X)
JACLYN ANDERZHON
FINANCE DIRECTOR40.00$52,210$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$144,745TotalReportableCompFromOrgAmt
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
Fundraising$32,818FundraisingAmt
Government Grants$250,000GovernmentGrantsAmt
All Other Contributions$2,286,603AllOtherContributionsAmt
Total Contributions$2,569,421TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$36,657TotalRevenueColumnAmt
Exclusion$36,657ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,843SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$7,843SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,843TotalRevenueColumnAmt
Exclusion$7,843ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$32,818ContriRptFundraisingEventAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MISCELLANEOUS900099$3,668$3,668
ADMINISTRATIVE FEES900099$899$899
FieldValueIRS element (for citing)
Other Revenue Total$4,567OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,618,488TotalRevenueColumnAmt
Related Or Exempt Func Income$4,567RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$44,500ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,578,933TotalAmt
Program Services$1,578,933ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$152,520TotalAmt
Program Services$82,912ProgramServicesAmt
Management And General$25,214ManagementAndGeneralAmt
Fundraising$44,394FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$303,333TotalAmt
Program Services$164,896ProgramServicesAmt
Management And General$50,147ManagementAndGeneralAmt
Fundraising$88,290FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$13,439TotalAmt
Program Services$6,072ProgramServicesAmt
Management And General$3,441ManagementAndGeneralAmt
Fundraising$3,926FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$38,462TotalAmt
Program Services$20,984ProgramServicesAmt
Management And General$6,348ManagementAndGeneralAmt
Fundraising$11,130FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,240TotalAmt
Management And General$6,240ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$18,435TotalAmt
Fundraising$18,435FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$15,192TotalAmt
Program Services$12,611ProgramServicesAmt
Management And General$1,062ManagementAndGeneralAmt
Fundraising$1,519FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$100,964TotalAmt
Program Services$83,801ProgramServicesAmt
Management And General$7,067ManagementAndGeneralAmt
Fundraising$10,096FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$9,786TotalAmt
Program Services$8,122ProgramServicesAmt
Management And General$685ManagementAndGeneralAmt
Fundraising$979FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,052TotalAmt
Program Services$5,023ProgramServicesAmt
Management And General$424ManagementAndGeneralAmt
Fundraising$605FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$34,443TotalAmt
Program Services$28,588ProgramServicesAmt
Management And General$2,411ManagementAndGeneralAmt
Fundraising$3,444FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$26,909TotalAmt
Program Services$22,334ProgramServicesAmt
Management And General$1,884ManagementAndGeneralAmt
Fundraising$2,691FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CONTRACT SERVICES$153,668$151,489$1,919$260
BAD DEBT EXPENSE$41,424$20,712$20,712
DUES$27,474$22,804$1,923$2,747
CAMPAIGN$17,828$17,828

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,545,102TotalAmt
Program Services$2,209,281ProgramServicesAmt
Management And General$108,765ManagementAndGeneralAmt
Fundraising$227,056FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,107,390BOYAmt
EOY$771,113EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$268,365BOYAmt
EOY$745,982EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$587,125BOYAmt
EOY$574,801EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,518BOYAmt
EOY$2,502EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$216,650LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$80,057LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$158,045BOYAmt
EOY$136,593EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$810,387BOYAmt
EOY$850,324EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,934,830BOYAmt
EOY$3,081,315EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$187,934BOYAmt
EOY$222,231EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
EOY$6,855EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$187,934BOYAmt
EOY$229,086EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,124,583BOYAmt
EOY$2,199,291EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$622,313BOYAmt
EOY$652,938EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,746,896BOYAmt
EOY$2,852,229EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,934,830BOYAmt
EOY$3,081,315EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$73,386ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$31,947NetUnrlzdGainsLossesInvstAmt
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$1,842,263CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,146,526CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,058,049CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,199,346CurrentTaxYearMinus1YearAmt
Current Tax Year$2,569,421CurrentTaxYearAmt
Total$10,815,605TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,842,263CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,146,526CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,058,049CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,199,346CurrentTaxYearMinus1YearAmt
Current Tax Year$2,569,421CurrentTaxYearAmt
Total$10,815,605TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$10,815,605PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,254CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,400CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,978CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$72,715CurrentTaxYearMinus1YearAmt
Current Tax Year$44,500CurrentTaxYearAmt
Total$197,847TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$350CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,552CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,190CurrentTaxYearMinus1YearAmt
Total$7,126TotalAmt
FieldValueIRS element (for citing)
Total Support$11,020,578TotalSupportAmt
Gross Receipts Rltd Activities$4,567GrossReceiptsRltdActivitiesAmt
Public Support CY1700.98140PublicSupportCY170Pct
Public Support PY1700.98140PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$479,075BeginningYearBalanceAmt
Contributions$22,138ContributionsAmt
Investment Earnings Or Losses-$11,359InvestmentEarningsOrLossesAmt
End Year Balance$489,854EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$419,444BeginningYearBalanceAmt
Contributions$30,911ContributionsAmt
Investment Earnings Or Losses$28,720InvestmentEarningsOrLossesAmt
End Year Balance$479,075EndYearBalanceAmt
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$89,846OtherCostOrOtherBasisAmt
Depreciation$20,897DepreciationAmt
Book Value$68,949BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$126,804OtherCostOrOtherBasisAmt
Depreciation$59,160DepreciationAmt
Book Value$67,644BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$136,593TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$2,676,740TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$31,947NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$26,305DonatedServicesAndUseFcltsAmt
Revenue Not Reported$58,252RevenueNotReportedAmt
Revenue Subtotal$2,618,488RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,618,488TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,571,407TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$26,305DonatedServicesUseFcltsAmt
Expenses Not Reported$26,305ExpensesNotReportedAmt
Expenses Subtotal$2,545,102ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,545,102TotalExpensesPerForm990Amt

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$32,818GrossReceiptsEvent1Amt
Charitable Contri Event1$32,818CharitableContriEvent1Amt
Gross Receipts Total$32,818GrossReceiptsTotalAmt
Charitable Contributions Tot$32,818CharitableContributionsTotAmt

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$74,366TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
ACPC
920 CARROLLAMESIA50010420940017501(C)3$112,950TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
AMES ALANO SOCIETY
1401 PANORAMIC COURTAMESIA50010421067096501(C)3$15,000TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
SALVATION ARMY
703 EAST LINCOLN WAYAMESIA50010362167910509(A)(1)$32,760TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
AMERICAN RED CROSS
PO BOX 73857CHICAGOIL60673420859061501(C)3$17,804TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
BOY SCOUTS OF AMERICA MID IOWA COUNCIL
6123 SCOUT TRAILDES MOINESIA50321420981715501(C)3$12,745TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
BOYS AND GIRLS CLUB
210 SOUTH 5TH STAMESIA50010420888428501(C)3$82,050TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
CAMP FIRE USA
5615 HICKMAN RDDES MOINESIA50310420680459501(C)3$29,411TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
CENTER FOR CREATIVE JUSTICE
210 LYNN AVEAMESIA50014421020129501(C)3$11,789TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
CHILDSERVE
1915 PHILADELPHIAAMESIA50010421390033501(C)3$34,770TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
EYERLY BALL
945 19TH STREETDES MOINESIA50314420942273501(C)3$8,534TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
EMERGENCY RESIDENCE PROJECT
225 SOUTH KELLOGGAMESIA50010421252893501(C)3$89,925TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
RAISING READERS IN STORY COUNTY
PO BOX 2374AMESIA50010201672684501(C)3$50,305TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
GIRL SCOUTS
10715 HICKMAN RDDES MOINESIA50322420698218501(C)3$8,243TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
GOOD NEIGHBOR
315 CLARK AVEAMESIA50010391882712501(C)3$19,133TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
MGMC HOME HEALTH SERVICES
1114 DUFF AVEAMESIA50010421347891115(1)$52,800TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
LEGAL AID SOCIETY
937 SIXTH STNEVADAIA50201421024720501(C)3$17,175TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
LUTHERAN SERVICES IN IOWA
PO BOX 848WAVERLYIA50677420698267501(C)3$53,222TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
MID IOWA COMMUNITY ACTION
230 SE 16TH STREETAMESIA50010420923311501(C)3$73,839TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
NATIONAL ALLIANCE FOR THE MENTALLY ILL
416 DOUGLAS AVE SUITE 203AMESIA50010421281536501(C)3$30,125TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
HEART OF IOWA REGIONAL TRANSIT
2840 104TH STREETURBANDALEIA50322421176997115(1)$48,758TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
STORY TIME CHILDCARE CENTER
84 MAIN STMAXWELLIA50161421349943501(C)3$56,495TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
THE ARC OF STORY COUNTY
130 S SHELDON AVE 302AMESIA50014426099400501(C)3$42,528TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
UNIVERSITY COMMUNITY CHILDCARE
2623 BRUNER DRIVEAMESIA50010426004224501(C)3$16,675TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
VOLUNTEER CENTER OF STORY COUNTY
110 CRYSTAL STREETAMESIA50010421441816501(C)3$76,265TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
YOUTH AND SHELTER SERVICES
420 KELLOGGAMESIA50010421051609501(C)3$246,445TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
YWCA
808 HAYWARD STREETAMESIA50013426004224501(C)3$24,005TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
FRIENDSHIP ARK HOMES
130 S SHELDON AVE 203AMESIA50014421489488501(C)3$13,194TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
MAINSTREAM LIVING
515 CLARK AVEAMESIA50010421042459501(C)3$84,195TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
ASSAULT CARE CENTER
PO BOX 1429AMESIA50010421052613501(C)3$58,890TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
CENTRAL IOWA RSVP
503 ELM AVENUESTORY CITYIA50248421019146501(C)3$31,025TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES
FOOD BANK OF IOWA
PO BOX 1517DES MOINESIA50305421177880501(C)3$17,619TO 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.
FORM 990, 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.

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