2018-11-13T17:12:20-06:00 2018-06-30 205925131 SCHNURR&COMPANYCPAS PLC 218 SE 16TH ST SUITE 101 AMES IA 50010 990 2017-07-01 420947489 UNITED WAY OF STORY COUNTY INC UNIT 5152685142 315 CLARK AVE AMES IA 50010 JEAN KRESSE PRESIDENT/CEO 5152685142 2018-11-09 1 MURRAY A STANLEY CPA P00031028 5152336300 97.64.154.134 2018-11-09 15:17:13 CS P F7D00BB9E8BB6131FC9EBEDFF1E61B53EF34B56C 181C0407701C0A4DF7C5384FFEF4ECE42FFB697D 2017 2019-02-21 02:37:17Z JEAN KRESSE 315 CLARK AVE AMES IA 50010 2618488 0 X WWW.UWSTORY.ORG X 1972 IA THE 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. 20 20 11 1000 0 0 2199346 2569421 0 0 72715 44500 5190 4567 2277251 2618488 1412043 1578933 0 0 451563 507754 0 0 227056 367189 458415 2230795 2545102 46456 73386 2934830 3081315 187934 229086 2746896 2852229 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 2209281 1578933 4567 UNITED WAY OF STORY COUNTY PROVIDES FUNDING FOR SERVICES PROVIDED BY OUR PARTNER AGENCIES THROUGHOUT STORY COUNTY. 2209281 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 7 0 1 11 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 X 20 20 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 JEFF BIEHN MEMBER 1.00 X 0 0 0 SCOTT BLEICH PAST BOARD CHAIR 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 BOARD CHAIR 1.00 X 0 0 0 MARKUS FLYNN MEMBER 1.00 X 0 0 0 KEITH HOBSON SECRETARY 1.00 X 0 0 0 TONY HOGAN MEMBER 1.00 X 0 0 0 ADAVID INYANG MEMBER 1.00 X 0 0 0 MARK CAHILL MEMBER 1.00 X 0 0 0 KURT JENSEN MEMBER 1.00 X 0 0 0 PAUL NEES MEMBER 1.00 X 0 0 0 STEVE TENNEY MEMBER 1.00 X 0 0 0 JERIANN MCLAUGHLIN 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 1ST VICE CHAIR/TREASURER 1.00 X 0 0 0 PAM WHITE 2ND VICE CHAIR 1.00 X 0 0 0 JANE ACKER MEMBER 1.00 X 0 0 0 JONATHAN WICKERT MEMBER 1.00 X 0 0 0 JEAN KRESSE PRESIDENT & CEO 40.00 X 92535 0 0 JACLYN ANDERZHON FINANCE DIRECTOR 40.00 X 52210 0 0 144745 0 0 0 0 0 0 0 32818 250000 2286603 2569421 36657 36657 7843 0 7843 7843 7843 0 32818 0 0 MISCELLANEOUS 900099 3668 3668 ADMINISTRATIVE FEES 900099 899 899 4567 2618488 4567 0 44500 1578933 1578933 152520 82912 25214 44394 303333 164896 50147 88290 13439 6072 3441 3926 38462 20984 6348 11130 6240 6240 18435 18435 15192 12611 1062 1519 100964 83801 7067 10096 9786 8122 685 979 6052 5023 424 605 34443 28588 2411 3444 26909 22334 1884 2691 CONTRACT SERVICES 153668 151489 1919 260 BAD DEBT EXPENSE 41424 20712 20712 DUES 27474 22804 1923 2747 CAMPAIGN 17828 17828 2545102 2209281 108765 227056 1107390 771113 268365 745982 587125 574801 3518 2502 216650 80057 158045 136593 810387 850324 2934830 3081315 187934 222231 6855 187934 229086 X 2124583 2199291 622313 652938 2746896 2852229 2934830 3081315 73386 31947 0 X X 0 1 X 1 0 X 1842263 2146526 2058049 2199346 2569421 10815605 1842263 2146526 2058049 2199346 2569421 10815605 10815605 27254 30400 22978 72715 44500 197847 350 34 1552 5190 7126 11020578 4567 0.98140 0.98140 X 0 1 X 622313 47147 38954 49247 6229 652938 502766 85000 57018 16913 5558 622313 489854 14901 2029 4018 502766 479075 22138 -11359 489854 419444 30911 28720 479075 1.00000 1 0 89846 20897 68949 126804 59160 67644 136593 2676740 31947 26305 58252 2618488 0 2618488 2571407 26305 26305 2545102 0 2545102 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 32818 32818 32818 32818 1 HEARTLAND SENIOR SERVICES 205 S WALNUT AVE AMES IA 50010 421052353 501(C)3 74366 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES ACPC 920 CARROLL AMES IA 50010 420940017 501(C)3 112950 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES AMES ALANO SOCIETY 1401 PANORAMIC COURT AMES IA 50010 421067096 501(C)3 15000 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES SALVATION ARMY 703 EAST LINCOLN WAY AMES IA 50010 362167910 509(A)(1) 32760 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES AMERICAN RED CROSS PO BOX 73857 CHICAGO IL 60673 420859061 501(C)3 17804 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 12745 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES BOYS AND GIRLS CLUB 210 SOUTH 5TH ST AMES IA 50010 420888428 501(C)3 82050 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES CAMP FIRE USA 5615 HICKMAN RD DES MOINES IA 50310 420680459 501(C)3 29411 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES CENTER FOR CREATIVE JUSTICE 210 LYNN AVE AMES IA 50014 421020129 501(C)3 11789 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES CHILDSERVE 1915 PHILADELPHIA AMES IA 50010 421390033 501(C)3 34770 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES EYERLY BALL 945 19TH STREET DES MOINES IA 50314 420942273 501(C)3 8534 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES EMERGENCY RESIDENCE PROJECT 225 SOUTH KELLOGG AMES IA 50010 421252893 501(C)3 89925 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES RAISING READERS IN STORY COUNTY PO BOX 2374 AMES IA 50010 201672684 501(C)3 50305 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES GIRL SCOUTS 10715 HICKMAN RD DES MOINES IA 50322 420698218 501(C)3 8243 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES GOOD NEIGHBOR 315 CLARK AVE AMES IA 50010 391882712 501(C)3 19133 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES MGMC HOME HEALTH SERVICES 1114 DUFF AVE AMES IA 50010 421347891 115(1) 52800 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES LEGAL AID SOCIETY 937 SIXTH ST NEVADA IA 50201 421024720 501(C)3 17175 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES LUTHERAN SERVICES IN IOWA PO BOX 848 WAVERLY IA 50677 420698267 501(C)3 53222 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES MID IOWA COMMUNITY ACTION 230 SE 16TH STREET AMES IA 50010 420923311 501(C)3 73839 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES NATIONAL ALLIANCE FOR THE MENTALLY ILL 416 DOUGLAS AVE SUITE 203 AMES IA 50010 421281536 501(C)3 30125 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES HEART OF IOWA REGIONAL TRANSIT 2840 104TH STREET URBANDALE IA 50322 421176997 115(1) 48758 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES STORY TIME CHILDCARE CENTER 84 MAIN ST MAXWELL IA 50161 421349943 501(C)3 56495 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 42528 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES UNIVERSITY COMMUNITY CHILDCARE 2623 BRUNER DRIVE AMES IA 50010 426004224 501(C)3 16675 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES VOLUNTEER CENTER OF STORY COUNTY 110 CRYSTAL STREET AMES IA 50010 421441816 501(C)3 76265 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES YOUTH AND SHELTER SERVICES 420 KELLOGG AMES IA 50010 421051609 501(C)3 246445 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES YWCA 808 HAYWARD STREET AMES IA 50013 426004224 501(C)3 24005 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES FRIENDSHIP ARK HOMES 130 S SHELDON AVE 203 AMES IA 50014 421489488 501(C)3 13194 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES MAINSTREAM LIVING 515 CLARK AVE AMES IA 50010 421042459 501(C)3 84195 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES ASSAULT CARE CENTER PO BOX 1429 AMES IA 50010 421052613 501(C)3 58890 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES CENTRAL IOWA RSVP 503 ELM AVENUE STORY CITY IA 50248 421019146 501(C)3 31025 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES FOOD BANK OF IOWA PO BOX 1517 DES MOINES IA 50305 421177880 501(C)3 17619 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. 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.