UNITED WAY OF WAPELLO COUNTY IOWA INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF WAPELLO COUNTY IOWA INC (EIN 42-0897349)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-14
- IRS object ID
- 201821349349302177
- Schema version
- 2016v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T09:04:09-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421029744 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TD&T CPAS AND ADVISORS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 42ND ST NE | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420897349 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY | BusinessNameLine1Txt |
| Business Name Line2 | OF WAPELLO COUNTY IOWA INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 6416821264 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1778 | AddressLine1Txt |
| City | OTTUMWA | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 525017877 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRET LARSON | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 6416821264 | PhoneNum |
| Signature | 2018-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DARCEE M AYERS CPA | PreparerPersonNm |
| PTIN | P00498801 | PTIN |
| Phone | 3193932374 | PhoneNum |
| Preparation | 2018-05-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 35D3879163D6E86CE39169CEF1932A0DEFAB2344 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3B1D31E76CD1C70699A781690D44F456F7344810 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRET LARSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1778 | AddressLine1Txt |
| City | OTTUMWA | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $583,543 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WAPELLOCOUW.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | UNITED WAY OF WAPELLO COUNTY ADVANCES THE COMMON GOOD THROUGH SUSTAINABLE, MEASURABLE IMPROVEMENTS TO OUR COMMUNITIES EDUCATION, INCOME, AND HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 532 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $538,037 | PYContributionsGrantsAmt |
| CY Contributions Grants | $517,874 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,117 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,571 | CYProgramServiceRevenueAmt |
| PY Investment Income | $63,598 | PYInvestmentIncomeAmt |
| CY Investment Income | $45,019 | CYInvestmentIncomeAmt |
| PY Other Revenue | $905 | PYOtherRevenueAmt |
| CY Other Revenue | $4,079 | CYOtherRevenueAmt |
| PY Total Revenue | $610,657 | PYTotalRevenueAmt |
| CY Total Revenue | $583,543 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $240,964 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $210,305 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $209,133 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $208,635 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $23,668 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $104,435 | PYOtherExpensesAmt |
| CY Other Expenses | $122,199 | CYOtherExpensesAmt |
| PY Total Expenses | $554,532 | PYTotalExpensesAmt |
| CY Total Expenses | $541,139 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $56,125 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $42,404 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,063,547 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,317,444 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $92,121 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,088 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,971,426 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,273,356 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITED WAY OF WAPELLO COUNTY ADVANCES THE COMMON GOOD THROUGH SUSTAINABLE, MEASURABLE IMPROVEMENTS TO OUR COMMUNITIES EDUCATION, INCOME, AND HEALTH. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $397,609 | ExpenseAmt |
| Grant | $179,629 | GrantAmt |
| Revenue | $16,571 | RevenueAmt |
| Desc | THE COMMUNITY INVESTMENT PROGRAM OF UNITED WAY OF WAPELLO COUNTY INVESTS THE UNDESIGNATED FUNDS AVAILABLE TO SPECIFIC PROGRAMS PROVIDED BY 501(C)(3) NOT-FOR-PROFIT ORGANIZATIONS AND UNITED WAY. THE COMMUNITY IMPACT WORK OF UNITED WAY INCLUDES COLLABORATING WITH OTHER ORGANIZATIONS TO DEVELOP PROGRAMS AND COMMUNITY INITIATIVES COORDINATING AND PROVIDING GIFTS-IN-KIND INITIATIVES, AGENCY PROGRAM AND FISCAL EVALUATION AND FEEDBACK, AND NON- PROFIT CAPACITY BUILDING AND LEADERSHIP DEVELOPMENT. UNITED WAY OF WAPELLO COUNTY IMPACT PRIORITIES INCLUDE: CHILDREN ARE READY TO SUCCEED IN SCHOOL, FAMILIES ARE FINANCIALLY STABLE AND INDEPENDENT; YOUTH AND ADULTS ARE HEALTHY AND AVOID RISKY BEHAVIORS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $30,676 | ExpenseAmt |
| Grant | $30,676 | GrantAmt |
| Desc | DONOR DIRECTED CONTRIBUTION: PROVIDED AS A SERVICE TO THE UNITED WAY DONORS, UNITED WAY SERVES AS AN AGENT TO FORWARD CONTRIBUTIONS TO OTHER 501(C)(3) NONPROFIT ORGANIZATIONS WHO PROVIDE SERVICES IN THE HEALTH AND HUMAN SERVICES ARENA AND HAVE A PHYSICAL PRESENCE IN THE STATE OF IOWA AS DIRECTED BY THE DONOR. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE RSVP OF MONROE, WAPELLO, AND JEFFERSON COUNTIES IS A VOLUNTEER PROGRAM FOR INDIVIDUALS AGED 55 AND OLDER. RSVP CONNECTS YOU WITH MEANINGFUL VOLUNTEER EXPERIENCES THAT FIT YOUR SCHEDULE AND MATCH YOUR SKILLS. AS AN RSVP VOLUNTEER, YOU WILL AID THE UNITED WAY OF WAPELLO COUNTY IN ADVANCING THE COMMON GOOD THROUGH IMPROVEMENTS TO OUR COMMUNITIES EDUCATION, INCOME, AND HEALTH. RSVP VOLUNTEERS SERVE IN A VARIETY OF WAYS AND ALWAYS LEAD WITH EXPERIENCE. THE PROGRAM SERVED 75 PEOPLE DURING THE FISCAL YEAR. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VOLUNTEER CENTER: PROVIDES INDIVIDUAL TRAINING, RECRUITMENT AND PLACEMENT OF VOLUNTEERS IN OUR COMMUNITY. THE VOLUNTEER CENTER ALSO IMPLEMENTS ANNUAL DAY OF ACTION, DAY OF CARING AND DAYS OF SERVICE THAT UTILIZES OVER 400 VOLUNTEERS THROUGHOUT THE COMMUNITY. THE VOLUNTEER CENTER PROVIDES SKILL BUILDING TO VOLUNTEER MANAGERS BY OFFERING A VOLUNTEER MANAGEMENT CERTIFICATION PROGRAM AND MONTHLY DIRECTORS OF VOLUNTEERS IN ORGANIZATIONS TRAININGS. THE PROGRAM HELPS BUILD THE CAPACITY OF ORGANIZATIONS TO MORE EFFECTIVELY ENGAGE AND UTILIZE VOLUNTEERS. THE PROGRAM SERVED 887 PEOPLE DURING THE FISCAL YEAR. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $428,285 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICHOLE CHICKERING | PersonNm |
| Phone | 6416821264 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1778 | AddressLine1Txt |
| City | OTTUMWA | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52501 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BRET LARSON | ||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIAN MCWILLIAMS | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAIME THOMAS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAWN SIEVERTSEN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS SHEEHAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RUSTON FORD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JUANITA WEYENBERG | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PEGGY BEELER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LIZ SCHILLER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ASHLEY HENSCHEID | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KATHRYN KERRIGAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DUSTIN STEWART | ||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAVIER ALVAREZ | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BLAIRE SIEMS | ||||||
| EXEC. DIRECT | 40.00 | Yes (X) | $24,748 | $0 | $0 | |
| NICHOLE CHICKERING | ||||||
| FINANCE AND | 40.00 | Yes (X) | $17,742 | $0 | $334 | |
| WENDY SMITH JOINED 81216 | ||||||
| FINANCE AND | 40.00 | Yes (X) | $11,664 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $54,154 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $334 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $517,874 | AllOtherContributionsAmt |
| Noncash Contributions | $5,487 | NoncashContributionsAmt |
| Total Contributions | $517,874 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM INCOME - OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $16,571 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,571 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,571 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,019 | TotalRevenueColumnAmt |
| Exclusion | $45,019 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,112 | FundraisingGrossIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,112 | TotalRevenueColumnAmt |
| Exclusion | $1,112 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,967 | TotalRevenueColumnAmt |
| Exclusion | $2,967 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,967 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $583,543 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,571 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $49,098 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,305 | TotalAmt |
| Program Services | $210,305 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,356 | TotalAmt |
| Program Services | $21,431 | ProgramServicesAmt |
| Management And General | $43,797 | ManagementAndGeneralAmt |
| Fundraising | $14,128 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,821 | TotalAmt |
| Program Services | $101,821 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,860 | TotalAmt |
| Program Services | $9,776 | ProgramServicesAmt |
| Management And General | $2,952 | ManagementAndGeneralAmt |
| Fundraising | $1,132 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,598 | TotalAmt |
| Program Services | $9,383 | ProgramServicesAmt |
| Management And General | $3,264 | ManagementAndGeneralAmt |
| Fundraising | $951 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,130 | TotalAmt |
| Management And General | $8,130 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,618 | TotalAmt |
| Management And General | $1,618 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,706 | TotalAmt |
| Program Services | $32,460 | ProgramServicesAmt |
| Management And General | $11,427 | ManagementAndGeneralAmt |
| Fundraising | $3,819 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,973 | TotalAmt |
| Program Services | $14,533 | ProgramServicesAmt |
| Management And General | $4,730 | ManagementAndGeneralAmt |
| Fundraising | $1,710 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,299 | TotalAmt |
| Program Services | $8,195 | ProgramServicesAmt |
| Management And General | $1,104 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,630 | TotalAmt |
| Program Services | $7,630 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,684 | TotalAmt |
| Program Services | $1,305 | ProgramServicesAmt |
| Management And General | $6,379 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $8,862 | $3,585 | $3,958 | $1,319 |
| MISCELLANEOUS | $7,613 | $5,177 | $1,827 | $609 |
| VOLUNTEER EXPENSE | $2,684 | $2,684 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $541,139 | TotalAmt |
| Program Services | $428,285 | ProgramServicesAmt |
| Management And General | $89,186 | ManagementAndGeneralAmt |
| Fundraising | $23,668 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $876,099 | BOYAmt |
| EOY | $467,772 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,908 | BOYAmt |
| EOY | $269,605 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,714 | BOYAmt |
| EOY | $152,696 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,335 | BOYAmt |
| EOY | $2,670 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,860 | BOYAmt |
| EOY | $5,032 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $87,915 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $75,731 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,069 | BOYAmt |
| EOY | $12,184 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $377,203 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $792,562 | BOYAmt |
| EOY | $1,030,282 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,063,547 | BOYAmt |
| EOY | $2,317,444 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,575 | BOYAmt |
| EOY | $12,254 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,546 | BOYAmt |
| EOY | $31,834 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,121 | BOYAmt |
| EOY | $44,088 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,185,818 | BOYAmt |
| EOY | $1,210,797 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $785,608 | BOYAmt |
| EOY | $1,062,559 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,971,426 | BOYAmt |
| EOY | $2,273,356 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,063,547 | BOYAmt |
| EOY | $2,317,444 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $42,404 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $259,526 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $204,339 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $539,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $610,365 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $538,037 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $517,874 | CurrentTaxYearAmt |
| Total | $2,410,146 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $204,339 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $539,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $610,365 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $538,037 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $517,874 | CurrentTaxYearAmt |
| Total | $2,410,146 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $706,790 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,703,356 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,058 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,628 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,367 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,598 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,019 | CurrentTaxYearAmt |
| Total | $202,670 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,112 | CurrentTaxYearAmt |
| Total | $1,112 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $2,967 | CurrentTaxYearAmt |
| Total | $2,967 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,616,895 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $53,902 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65090 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66400 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $358,620 | ContributionsAmt |
| Investment Earnings Or Losses | $18,583 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $377,203 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $87,915 | OtherCostOrOtherBasisAmt |
| Depreciation | $75,731 | DepreciationAmt |
| Book Value | $12,184 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,184 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BENEFICIAL INT. IN TRUST HELD | $1,012,320 | F |
| INVESTMENT IN ANNUITY CONTRACT | $17,962 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,030,282 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DESIGNATIONS PAYABLE | Desc |
| Amt | $31,834 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $31,834 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $844,194 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $259,526 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,425 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $260,951 | RevenueNotReportedAmt |
| Revenue Subtotal | $583,243 | RevenueSubtotalAmt |
| Other Revenues Not Included | $300 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $300 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $583,543 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $542,264 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,425 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $1,425 | ExpensesNotReportedAmt |
| Expenses Subtotal | $540,839 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $300 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $300 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $541,139 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT FUTURE OPERATIONS OF THE ORGANIZATION. |
| SCHEDULE D, PAGE 3, PART X | THE ORGANIZATION IS ORGANIZED AS A NONPROFIT CORPORATION UNDER THE PROVISIONS OF 504A OF THE 1991 CODE OF IOWA, AND IS EXEMPT FROM FEDERAL INCOME TAX ON RELATED INCOME UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). THE ORGANIZATION HAD NO UNRELATED BUSINESS TAXABLE INCOME DURING THE YEAR. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | UNRECORDED IN-KIND CONTRIBUTION 300 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | UNRECORDED IN-KIND CONTRIBUTION 300 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HOME FINDING ASSOCIATION | ||||||||
| 217 E FIFTH ST PO BOX 656 | OTTUMWA | IA | 52501 | 420713654 | 501C3 | $50,128 | FAIR VALUE | COMMUNITY IMPACT |
| AMERICAN RED CROSS | ||||||||
| 408 E MAIN STREET | OTTUMWA | IA | 52501 | 420703249 | 501C3 | $5,855 | FAIR VALUE | COMMUNITY IMPACT |
| FOOD BANK OF SOUTHERN IOWA | ||||||||
| 225 S BENTON ST | OTTUMWA | IA | 52501 | 421207197 | 501C3 | $10,371 | FAIR VALUE | COMMUNITY IMPACT |
| HOSPICE | ||||||||
| 927 E PENNSYLVANIA AVE | OTTUMWA | IA | 52501 | 421201179 | 501C3 | $30,927 | FAIR VALUE | COMMUNITY IMPACT |
| SIMHC | ||||||||
| 110 E MAIN STREET | OTTUMWA | IA | 52501 | 420926783 | 501C3 | $21,223 | FAIR VALUE | COMMUNITY IMPACT |
| IOWA LEGAL AID | ||||||||
| 112 E 3RD STREET | OTTUMWA | IA | 52501 | 421079227 | 501C3 | $7,678 | FAIR VALUE | COMMUNITY IMPACT |
| YMCA | ||||||||
| 611 HANCOCK STREET | OTTUMWA | IA | 52501 | 420725202 | 501C3 | $34,546 | FAIR VALUE | COMMUNITY IMPACT |
| AL EXITO | ||||||||
| PO BOX 93531 | DES MOINES | IA | 50393 | 270933503 | 501C3 | $16,585 | FAIR VALUE | COMMUNITY IMPACT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | REQUEST DOCUMENTATION FROM RECIPIENTS INCLUDING FINANCIAL STATEMENTS ETC TO MONITOR GRANTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | VOLUNTEER CENTER: PROVIDES INDIVIDUAL TRAINING, RECRUITMENT AND PLACEMENT OF VOLUNTEERS IN OUR COMMUNITY. THE VOLUNTEER CENTER ALSO IMPLEMENTS ANNUAL DAY OF ACTION, DAY OF CARING AND DAYS OF SERVICE THAT UTILIZES OVER 400 VOLUNTEERS THROUGHOUT THE COMMUNITY. THE VOLUNTEER CENTER PROVIDES SKILL BUILDING TO VOLUNTEER MANAGERS BY OFFERING A VOLUNTEER MANAGEMENT CERTIFICATION PROGRAM AND MONTHLY DIRECTORS OF VOLUNTEERS IN ORGANIZATIONS TRAININGS. THE PROGRAM HELPS BUILD THE CAPACITY OF ORGANIZATIONS TO MORE EFFECTIVELY ENGAGE AND UTILIZE VOLUNTEERS. THE PROGRAM SERVED 887 PEOPLE DURING THE FISCAL YEAR. |
| FORM 990, PAGE 6, PART VI, LINE 6 | PER THE ORGANIZATION BY-LAWS, MEMBERSHIP IS OBTAINED BY CONTRIBUTING 25 OR MORE ANNUALLY TO THE UNITED WAY OF WAPELLO COUNTY. |
| FORM 990, PAGE 6, PART VI, LINE 7A | PER THE ORGANIZATION BY-LAWS, THERE WILL BE AN ELECTED BOARD OF DIRECTORS COMPOSED OF NOT LESS THAN NINE AND NO MORE THAN FIFTEEN MEMBERS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE FORM 990 AT LEAST ONE WEEK PRIOR TO THE BOARD MEETING IN WHICH THE BOARD APPROVES THE DRAFT COPY. AFTER THE COMMITTEE RECOMMENDS THE FORM 990 BE ACCEPTED, EACH BOARD MEMBER RECEIVES AND REVIEWS AN ELECTRONIC COPY PRIOR TO THE BOARD MEETING. THE BOARD THEN VOTES TO APPROVE AND FILE THE 990. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EACH INDIVIDUAL SHALL ANNUALLY REVIEW THIS POLICY AND RECERTIFY THEIR COMPLIANCE TO IT. INDIVIDUALS WILL COMPLETE THE CONFLICT OR DUALITY OF INTEREST QUESTIONNAIRE AND RETURN IT TO THE UWWC PRESIDENT. SUBSEQUENTLY, THE SIGNED STATEMENT WILL BE REVIEWED BY THE EXECUTIVE COMMITTEE AND KEPT ON FILE FOR THE DURATION OF THE BOARD MEMBER'S TERM OR THE STAFF MEMBER'S EMPLOYMENT OR THE VOLUNTEERS ACTIVE STATUS. THIS ANNUAL DISCLOSURE IS INTENDED TO PROVIDE ADMINISTRATORS, VOLUNTEERS AND STAFF WITH A SYSTEMATIC, ONGOING METHOD OF IDENTIFYING POTENTIAL CONFLICTS OR DUALITIES OF INTEREST. IT IS RECOGNIZED THAT DUALITIES OR CONFLICTS OF INTEREST ARE INEVITABLE IN A COMMUNITY OF OUR SIZE; HOWEVER, THE BOARD MUST BE ASSURED THAT SUCH DUALITIES OR CONFLICTS DO NOT DIMINISH THE ACHIEVEMENT OF THE UWWC MISSION AND OBJECTIVES. A DUALITY OR CONFLICT-OF-INTEREST CAN BE CONSIDERED TO EXIST IN ANY INSTANCE WHERE THE ACTIONS OR ACTIVITIES OF AN INDIVIDUAL MAY ALSO INVOLVE THE OBTAINING OF A PERSONAL GAIN OR ADVANTAGE OR RESULT IN AN ADVERSE EFFECT ON UWWC'S INTERESTS. EACH INDIVIDUAL IS TO LIST ALL POTENTIAL CONFLICTS OR DUALITIES OF INTEREST; HOWEVER, THIS DOES NOT NECESSARILY MEAN THAT CORRECTIVE ACTION IS NECESSARY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE DIRECTOR/CEO COMPENSATION IS RECOMMENDED TO THE FULL BOARD BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FACTORS AFFECTING COMPENSATION DECISIONS ARE: (1)AN ASSESSMENT REGARDING ATTAINMENT OF ORGANIZATIONAL GOALS AND OBJECTIVES, AND (2) INDEPENDENT MARKET DATA FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS. ORGANIZATIONAL GOALS ARE ESTABLISHED AT THE BEGINNING OF THE FISCAL YEAR AND AGREED TO BY THE EXECUTIVE DIRECTOR/CEO AND BOARD CHAIR, WITH SIGNIFICANT INPUT FROM THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. COMPENSATION DECISIONS ARE DOCUMENTED IN THE ORGANIZATIONS' BOOKS AND RECORDS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. CONFLICT OF INTEREST POLICY, WHISTLE BLOWER POLICY, FORM 990, AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE UNITED WAY OF WAPELLO COUNTY WEB SITE. |