UNITED WAY OF WINNESHIEK COUNTY INC: Form 990EZ, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF WINNESHIEK COUNTY INC (EIN 42-1104757)
- Tax period
- 2017-04-01 to 2018-03-31
- Filed
- 2018-08-09
- IRS object ID
- 201832219349200853
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-09T16:53:17-05:00 | ReturnTs |
| Tax Period End | 2018-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421040336 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HACKER NELSON & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 507 | AddressLine1Txt |
| City | DECORAH | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2017-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421104757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF WINNESHIEK COUNTY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5633829661 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 165 | AddressLine1Txt |
| City | DECORAH | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLY ELSBERND | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5633829661 | PhoneNum |
| Signature | 2018-08-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NEIL W SCHRAEDER | PreparerPersonNm |
| PTIN | P00070334 | PTIN |
| Phone | 5633823637 | PhoneNum |
| Preparation | 2018-08-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.UNITEDWAYWINNCO.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $145,173 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $128,868 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $320 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $6,060 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $6,138 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | -$78 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $9,925 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $3,804 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $6,121 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $135,231 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $132,500 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $2,000 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $1,004 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $4,366 | OtherExpensesTotalAmt |
| Total Expenses | $139,870 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$4,639 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $102,751 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $98,112 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,751 | BOYAmt |
| EOY | $98,112 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,751 | BOYAmt |
| EOY | $98,112 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,751 | BOYAmt |
| EOY | $98,112 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO ENRICH LIVES IN THE WINNESHIEK COUNTY AREA BY PROVIDING LEADERSHIP, ADVOCACY, AND RESOURCES. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE ORGANIZATION HAS AN ASSOCIATION WITH THE UNITED WAY OF AMERICA. ITS PURPOSE IS TO RAISE FUNDS WITHIN WINNESHIEK COUNTY, IOWA AND THEN DISBURSE SUCH FUNDS TO ELIGIBLE NON-PROFIT AGENCIES WITHIN THE COUNTY. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $132,500 | GrantsAndAllocationsAmt |
| Program Service Expenses | $132,500 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $132,500 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (19 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| SARA BULMAN | ||
| CO-SECRETARY | 1.00 | $0 |
| SAM CASTRO | ||
| BOARD MEMBER | 1.00 | $0 |
| CARRIE DIESBURG | ||
| BOARD MEMBER | 1.00 | $0 |
| SHANNON DUNCAN | ||
| BOARD MEMBER | 1.00 | $0 |
| DENISE DUFFY | ||
| CO-SECRETARY | 1.00 | $0 |
| KELLY ELSBERND | ||
| PRESIDENT | 1.00 | $0 |
| SUE ENGLISH | ||
| BOARD MEMBER | 1.00 | $0 |
| ERIK FERN | ||
| BOARD MEMBER | 1.00 | $0 |
| KINDL HOLTHAUS | ||
| BOARD MEMBER | 1.00 | $0 |
| JEREMY JOSTAND | ||
| PAST PRESIDE | 1.00 | $0 |
| MICHELLE MCCAIN-KRUSE | ||
| BOARD MEMBER | 1.00 | $0 |
| PEGGY LENSING | ||
| TREASURER | 1.00 | $0 |
| MIKE LUDEKING | ||
| BOARD MEMBER | 1.00 | $0 |
| JEFF OLINGER | ||
| BOARD MEMBER | 1.00 | $0 |
| TINA MALONE | ||
| BOARD MEMBER | 1.00 | $0 |
| SARAH THOMAS | ||
| BOARD MEMBER | 1.00 | $0 |
| AARON STEFFANS | ||
| BOARD MEMBER | 1.00 | $0 |
| DACIA MONSON | ||
| BOARD MEMBER | 1.00 | $0 |
| KAREN HENRY | ||
| BOARD MEMBER | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | Yes (true) | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PEGGY LENSING | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 165 | AddressLine1Txt |
| City | DECORAH | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5633871531 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $149,749 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $137,970 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $149,420 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $149,865 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $128,868 | CurrentTaxYearAmt |
| Total | $715,872 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,319 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,252 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,124 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,061 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,245 | CurrentTaxYearAmt |
| Total | $57,001 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $160,068 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $148,222 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $162,544 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $162,926 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $139,113 | CurrentTaxYearAmt |
| Total | $772,873 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $772,873 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $146 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112 | CurrentTaxYearMinus2YearsAmt |
| Total | $386 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $146 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112 | CurrentTaxYearMinus2YearsAmt |
| Total | $386 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $160,196 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $148,368 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $162,656 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $162,926 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $139,113 | CurrentTaxYearAmt |
| Total | $773,259 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99950 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99940 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | NAME: NON-PROFIT AGENCIES OF WINN. COUNTY ADDRESS: VARIOUS DECORAH, IA 52101 CASH CONTRIBUTION: 132,500 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING AND PROMOTION 1,935 OFFICE 620 DUES 168 AFFILIATION FEE 1,551 LICENSES & PERMITS 40 MISCELLANEOUS 52 TOTAL 4,366 |
| FORM 990-EZ, PART III | TO ENRICH LIVES IN THE WINNESHIEK COUNTY AREA BY PROVIDING LEADERSHIP, ADVOCACY, AND RESOURCES. |
| FORM 990-EZ, PART V, LINE 34 | PLEASE SEE ATTACHED AMENDED ARTICLES. PLEASE NOTE NAME CHANGE. |