2018-05-14T09:04:09-05:00 2017-06-30 421029744 TD&T CPAS AND ADVISORS PC 1700 42ND ST NE CEDAR RAPIDS IA 52402 990 2016-07-01 420897349 UNITED WAY OF WAPELLO COUNTY IOWA INC UNIT 6416821264 PO BOX 1778 OTTUMWA IA 525017877 BRET LARSON CHAIR 6416821264 2018-05-12 true DARCEE M AYERS CPA P00498801 3193932374 2018-05-12 35D3879163D6E86CE39169CEF1932A0DEFAB2344 3B1D31E76CD1C70699A781690D44F456F7344810 2016 2021-01-29 14:40:06Z BRET LARSON PO BOX 1778 OTTUMWA IA 52501 583543 false X WWW.WAPELLOCOUW.ORG X 1965 IA UNITED WAY OF WAPELLO COUNTY ADVANCES THE COMMON GOOD THROUGH SUSTAINABLE, MEASURABLE IMPROVEMENTS TO OUR COMMUNITIES EDUCATION, INCOME, AND HEALTH. 13 13 9 532 0 538037 517874 8117 16571 63598 45019 905 4079 610657 583543 240964 210305 0 209133 208635 0 23668 104435 122199 554532 541139 56125 42404 2063547 2317444 92121 44088 1971426 2273356 X UNITED WAY OF WAPELLO COUNTY ADVANCES THE COMMON GOOD THROUGH SUSTAINABLE, MEASURABLE IMPROVEMENTS TO OUR COMMUNITIES EDUCATION, INCOME, AND HEALTH. false false 397609 179629 16571 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. 30676 30676 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. 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. 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. 428285 true true false false false false false false false true true true false false true true true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 1 0 true 9 true false false false false false false false false false false X 13 13 false false false false true true false true true false false true true true true true true true false false X NICHOLE CHICKERING 6416821264 PO BOX 1778 OTTUMWA IA 52501 BRET LARSON CHAIR 2.00 X X 0 0 0 BRIAN MCWILLIAMS TREASURER 2.00 X X 0 0 0 JAIME THOMAS DIRECTOR 2.00 X 0 0 0 DAWN SIEVERTSEN DIRECTOR 2.00 X 0 0 0 CHRIS SHEEHAN DIRECTOR 2.00 X 0 0 0 RUSTON FORD DIRECTOR 2.00 X 0 0 0 JUANITA WEYENBERG DIRECTOR 2.00 X 0 0 0 PEGGY BEELER DIRECTOR 2.00 X 0 0 0 LIZ SCHILLER DIRECTOR 2.00 X 0 0 0 ASHLEY HENSCHEID DIRECTOR 2.00 X 0 0 0 KATHRYN KERRIGAN DIRECTOR 2.00 X 0 0 0 DUSTIN STEWART VICE CHAIR 2.00 X X 0 0 0 JAVIER ALVAREZ DIRECTOR 2.00 X 0 0 0 BLAIRE SIEMS EXEC. DIRECT 40.00 X 24748 0 0 NICHOLE CHICKERING FINANCE AND 40.00 X 17742 0 334 WENDY SMITH JOINED 81216 FINANCE AND 40.00 X 11664 0 0 54154 334 false false false 517874 5487 517874 PROGRAM INCOME - OTHER 900099 16571 16571 16571 45019 45019 1112 1112 1112 MISCELLANEOUS 900099 2967 2967 2967 583543 16571 49098 210305 210305 79356 21431 43797 14128 101821 101821 13860 9776 2952 1132 13598 9383 3264 951 8130 8130 1618 1618 47706 32460 11427 3819 20973 14533 4730 1710 9299 8195 1104 7630 7630 7684 1305 6379 DUES AND SUBSCRIPTIONS 8862 3585 3958 1319 MISCELLANEOUS 7613 5177 1827 609 VOLUNTEER EXPENSE 2684 2684 541139 428285 89186 23668 876099 467772 265908 269605 108714 152696 1335 2670 3860 5032 87915 75731 15069 12184 377203 792562 1030282 2063547 2317444 18575 12254 73546 31834 92121 44088 X 1185818 1210797 785608 1062559 1971426 2273356 2063547 2317444 42404 259526 X false true X true false X 204339 539531 610365 538037 517874 2410146 204339 539531 610365 538037 517874 2410146 706790 1703356 3058 45628 45367 63598 45019 202670 1112 1112 2967 2967 2616895 53902 0.65090 0.66400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 358620 18583 377203 1.00000 true false 87915 75731 12184 12184 BENEFICIAL INT. IN TRUST HELD 1012320 F INVESTMENT IN ANNUITY CONTRACT 17962 F 1030282 DESIGNATIONS PAYABLE 31834 31834 X 844194 259526 1425 260951 583243 300 300 583543 542264 1425 1425 540839 300 300 541139 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 true AMERICAN HOME FINDING ASSOCIATION 217 E FIFTH ST PO BOX 656 OTTUMWA IA 52501 420713654 501C3 50128 FAIR VALUE COMMUNITY IMPACT AMERICAN RED CROSS 408 E MAIN STREET OTTUMWA IA 52501 420703249 501C3 5855 FAIR VALUE COMMUNITY IMPACT FOOD BANK OF SOUTHERN IOWA 225 S BENTON ST OTTUMWA IA 52501 421207197 501C3 10371 FAIR VALUE COMMUNITY IMPACT HOSPICE 927 E PENNSYLVANIA AVE OTTUMWA IA 52501 421201179 501C3 30927 FAIR VALUE COMMUNITY IMPACT SIMHC 110 E MAIN STREET OTTUMWA IA 52501 420926783 501C3 21223 FAIR VALUE COMMUNITY IMPACT IOWA LEGAL AID 112 E 3RD STREET OTTUMWA IA 52501 421079227 501C3 7678 FAIR VALUE COMMUNITY IMPACT YMCA 611 HANCOCK STREET OTTUMWA IA 52501 420725202 501C3 34546 FAIR VALUE COMMUNITY IMPACT AL EXITO PO BOX 93531 DES MOINES IA 50393 270933503 501C3 16585 FAIR VALUE COMMUNITY IMPACT 8 SCHEDULE I, PAGE 1, PART I, LINE 2 REQUEST DOCUMENTATION FROM RECIPIENTS INCLUDING FINANCIAL STATEMENTS ETC TO MONITOR GRANTS. 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.