2017-08-03T14:24:11-05:00 2016-12-31 421243538 BERGANKDV LTD PO BOX 2100 WATERLOO IA 507042100 990 2016-01-01 420801846 CEDAR VALLEY UNITED WAY CEDA 3192356211 425 CEDAR STREET No 300 WATERLOO IA 50701 SHEILA BAIRD PRESIDENT 3192356211 2017-08-02 1 DAVID A RICHTER CPA P00168204 3192346885 2017-08-02 198.40.254.234 2017-08-02 10:12:38 CD P 311CC83C6527F4FD0792B073555A6503B5BDB5D7 9414DF1B1BA5C7AB7E5FC16A982542AB2B582E0D 2016 2021-01-29 14:40:06Z SHEILA BAIRD 425 CEDAR STREET No 300 WATERLOO IA 50701 2556051 0 X WWW.CEDARVALLEYUNITEDWAY.ORG X 1923 IA LEVERAGING RESOURCES TO HELP PEOPLE, CHANGE LIVES, AND MAKE YOUR COMMUNITY INVESTMENT COUNT. 29 29 8 90 0 0 2490838 2489952 0 0 20484 20901 -16781 6060 2494541 2516913 1920270 1868419 0 0 457468 430186 0 0 292666 247257 264968 2624995 2563573 -130454 -46660 3009321 2862945 1166365 1082649 1842956 1780296 X LEVERAGING RESOURCES TO HELP PEOPLE, CHANGE LIVES, AND MAKE YOUR COMMUNITY INVESTMENT COUNT. 0 0 1868419 1868419 CEDAR VALLEY UNITED WAY WORKS TO ADVANCE THE COMMON GOOD BY FOCUSING ON EDUCATION, INCOME AND HEALTH. THESE ARE THE BUILDING BLOCKS FOR A GOOD LIFE. THE ORGANIZATION PROVIDES THE TOOLS TO A QUALITY EDUCATION, WHICH LEADS TO A STABLE JOB, AND ENOUGH INCOME TO SUPPORT A FAMILY THROUGH RETIREMENT AND GOOD HEALTH. THE GOAL IS TO INVEST TODAY TO MAKE THE LASTING IMPACT TO PREVENT PROBLEMS FROM HAPPENING.THE ORGANIZATION DIRECTS EDUCATION RESOURCES SO CHILDREN ARE PREPARED TO SUCCEED IN SCHOOL, SO YOUNG PEOPLE CAN GRADUATE FROM HIGH SCHOOL, AND SO YOUNG ADULTS MAKE A SUCCESSFUL TRANSITION FROM HIGH SCHOOL TO WORK LIFE. THE ORGANIZATION DIRECTS INCOME SUPPORT RESURCES TO PROMOTE FINANCIAL STABILITY AND SELF SUFFICIENCY FOR INDIVIDUALS AND FAMILIES.THE ORGANIZATION DIRECTS HEALTH RESOURCES TO ENCOURAGE HEALTHY BEHAVIORS THAT EMPOWER INDIVIDUALS TO REDUCE SUBSTANCE ABUSE, CHILD ABUSE AND DOMESTIC VIOLENCE. THE ORGANZATION STRONGLY ENCOURAGES PREVENTATIVE HEALTHCARE, INCLUDING MATERNAL HEALTH AND INFANT WELL BEING. THE ORGANIZATION SEEKS IMPROVED ACCESS TO MENTAL HEALTH SERVICES.THE ORGANIZATION INVESTS IN EMERGENCY SOLUTIONS SO A TEMPORARY SET BACK DOES NOT BECOME PERMANENT.THE ORGANZATION PROVIDES ACCESS TO INFORMATION AND REFERRAL SERVICES USING THE 211 SYSTEM.THE ORGANZATION HAS THE ABILITY TO RESPOND AS NEEDS ARISE THROUGH SOCIAL INNOVATION AND COMMUNITY PARTNER FUNDING.THE ORGANZATION WORKS WITH THE LABOR COMMUNITY TO LEVERAGE SUPPORT AND MANAGE MANY COLLECTIVE PROJECTS THROUGHOUT THE YEAR.THE ORGANIZATION DIRECTS MANAGEMENT AND SUPPORT FOR BOOKS FOR BABIES, THE CAMPAIGN FOR GRADE LEVEL READING, LOCAL BOOK DRIVES AND THE A WOMEN'S CAREER MENTORING PROGRAM. 314804 EXPENSES INCURRED BY THE ORGANIZATION TO ASSIST COMMUNITY NEEDS, PROVIDE OUTCOME MEASUREMENT TRAINING TO VARIOUS ENTITIES IN THE COMMUNITY, PROVIDE PROGRAM ASSESSMENT, REVIEW, SELECTION, AND ADMINISTRATION OF GRANTS, PROVIDE FINANCIAL AND STEWARDSHIP OVERSIGHT OF GRANT RECIPIENTS, AND PARTICIPATE IN COMMUNITY PARTNERSHIPS TO ADVANCE COMMON GOALS. 2183223 1 1 0 0 0 0 0 0 0 0 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 2 0 1 8 1 0 0 0 0 0 1 1 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X SHEILA BAIRD 3192356211 425 CEDAR STREET SUITE 300 WATERLOO IA 50701 MIDDLETON ROSE CHAIR 1.00 X X 0 0 0 MCKERNAN JIM VICE CHAIR 0.50 X X 0 0 0 ECKHOFF CAL SECRETARY 1.00 X X 0 0 0 MILLER MEAGAN TREASURER 1.00 X X 0 0 0 VICH JOSEF PAST CHAIR 1.00 X X 0 0 0 BARRETT SAMANTHA DIRECTOR 0.50 X 0 0 0 BERRY JOHN DIRECTOR 0.50 X 0 0 0 CLEVELAND NICK DIRECTOR 0.50 X 0 0 0 CLINE CURT DIRECTOR 0.50 X 0 0 0 CYPHERT DALE DIRECTOR 0.50 X 0 0 0 DARRAH CARY DIRECTOR 0.50 X 0 0 0 DUNCAN ANDREW DIRECTOR 0.50 X 0 0 0 DUSENBERY HOLLY DIRECTOR 0.50 X 0 0 0 DUVEN DAWN DIRECTOR 0.50 X 0 0 0 EINSWEILER CHERYL DIRECTOR 0.50 X 0 0 0 FROST WAYNE DIRECTOR 0.50 X 0 0 0 HALL TRAVIS DIRECTOR 0.50 X 0 0 0 HILDEBRANDT NICK DIRECTOR 0.50 X 0 0 0 HOWARD RYAN DIRECTOR 0.50 X 0 0 0 KNIPP BETH DIRECTOR 0.50 X 0 0 0 LEYH MARK DIRECTOR 0.50 X 0 0 0 LINDAMAN JANE DIRECTOR 0.50 X 0 0 0 LITTLE MARK DIRECTOR 0.50 X 0 0 0 MEISINGER BRUCE DIRECTOR 0.50 X 0 0 0 MILLER LORI DIRECTOR 0.50 X 0 0 0 NEWHOFF NANCY DIRECTOR 0.50 X 0 0 0 YOUNG RESHONDA DIRECTOR 0.50 X 0 0 0 ZUNIGA MEGAN DIRECTOR 0.50 X 0 0 0 WITHAM JASON DIRECTOR 0.50 X 0 0 0 BAIRD SHEILA PRESIDENT 40.00 X 91403 0 33515 91403 0 33515 0 0 0 0 0 24175 2465777 21250 2489952 20901 20901 5508 0 5508 5508 5508 39690 24175 39138 552 552 2516913 0 0 26961 1868419 1868419 127398 59878 10191 57329 216499 103694 17320 95485 17777 8355 1422 8000 44383 20859 3551 19973 24129 11341 1930 10858 62814 13017 37228 12569 22266 10465 1781 10020 6303 2081 354 3868 48757 19982 3401 25374 43552 20470 3484 19598 5934 2789 475 2670 5476 2574 438 2464 30602 14383 2448 13771 6403 3010 517 2876 2381 1118 191 1072 DUES & SUBSCRIPTIONS 5282 2482 423 2377 BANK FEES 2457 2457 VOLUNTEER RECOGNITION 350 350 22391 18306 73 4012 2563573 2183223 87684 292666 6570 6579 1620987 1601472 1234177 1127726 18820 17561 83104 67104 20095 16000 28541 108672 65066 3009321 2862945 49390 52017 1116975 1030632 1166365 1082649 X 687155 698945 1155801 1081351 1842956 1780296 3009321 2862945 -46660 -16000 0 X 0 1 X 1 0 X 2230596 2959209 2736816 2490838 2489952 12907411 2230596 2959209 2736816 2490838 2489952 12907411 2119922 10787489 18090 18984 23640 20484 26409 107607 66932 38894 37083 34838 39690 217437 13232455 0.81520 0.80400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 83104 67104 16000 16000 2463547 81501 39138 120639 2342908 174005 174005 2516913 2526207 97501 39138 136639 2389568 174005 174005 2563573 Part XI, Line 2d - Other Adjustments: EXPENSES FOR GOLF CLASSIC AND RALLY FOR THE VALLEY EVENTS Part XI, Line 4b - Other Adjustments: DONOR DESIGNATIONS Part XII, Line 2d - Other Adjustments: EXPENSES FOR GOLF CLASSIC AND RALLY FOR THE VALLEY EVENTS Part XII, Line 4b - Other Adjustments: DONOR DESIGNATIONS GOLF CLASSIC 55648 24175 31473 14483 6547 6298 3888 RALLY FOR THE VALLEY 8217 8217 5042 24 2856 63865 24175 39690 19525 6547 6322 6744 39138 552 1 Allen College (ACE-SAP Clinic) 1825 LOGAN AVENUE WATERLOO IA 50703 420698265 501(c)(3) 20699 GRANT FOR SPECIFIC PROGRAM SUPPORT. Allen Hospital (Child Protective Center) 1825 LOGAN AVENUE WATERLOO IA 50703 420698265 501(c)(3) 109245 GRANT FOR SPECIFIC PROGRAM SUPPORT. American Red Cross - Hawkeye Chapter 2530 UNIVERSITY AVENUE WATERLOO IA 50701 530196605 501(c)(3) 8911 GRANT FOR SPECIFIC PROGRAM SUPPORT. ASPIRE 8100 KIMBALL AVENUE WATERLOO IA 50701 421477803 501(c)(3) 15603 GRANT FOR SPECIFIC PROGRAM SUPPORT. Big BrothersBig Sisters 2530 UNIVERSITY AVENUE WATERLOO IA 50701 420885714 501(c)(3) 50223 GRANT FOR SPECIFIC PROGRAM SUPPORT. Black Hawk Grundy Mental Health 3251 WEST NINTH STREET WATERLOO IA 50702 420733463 501(c)(3) 76320 GRANT FOR SPECIFIC PROGRAM SUPPORT. Boys & Girls Club of the Cedar Valley 515 LIME STREET WATERLOO IA 50703 426083723 501(c)(3) 46823 GRANT FOR SPECIFIC PROGRAM SUPPORT. CASA 105 EAST 3RD STREET CITY HALL OTTUMWA IA 52501 421471727 501(c)(3) 17266 GRANT FOR SPECIFIC PROGRAM SUPPORT. CCDHouse of Hope 222 WALNUT STREET WATERLOO IA 50703 421397528 501(c)(3) 49414 GRANT FOR SPECIFIC PROGRAM SUPPORT. Cedar Valley Friends of the Family 220 10TH STREET SW SUITE 200 WAVERLY IA 50677 421390144 501(c)(3) 25069 GRANT FOR SPECIFIC PROGRAM SUPPORT. Cedar Valley Preschool 724 LANTZ CEDAR FALLS IA 50613 420956806 501(c)(3) 6326 GRANT FOR SPECIFIC PROGRAM SUPPORT. Common Bond Communities 1080 MONTRAL AVENUE ST PAUL MN 55116 421260469 501(c)(3) 2500 GRANT FOR SPECIFIC PROGRAM SUPPORT. Community Housing Initiative 910 DECATHLON DRIVE WATERLOO IA 50701 421416426 501(c)(3) 24457 GRANT FOR SPECIFIC PROGRAM SUPPORT. Exceptional Persons Inc PO BOX 4090 WATERLOO IA 50704 420794846 501(c)(3) 14172 GRANT FOR SPECIFIF PROGRAM SUPPORT. Family & Children's Council 400 KWWL BUILDING WATERLOO IA 50703 421307663 501(c)(3) 51198 GRANT FOR SPECIFIC PROGRAM SUPPORT. Friends of Hartman Reserve 657 RESERVE DRIVE CEDAR FALLS IA 50613 421300110 501(c)(3) 8340 GRANT FOR SPECIFIC PROGRAM SUPPORT. Girl Scouts of Eastern Iowa & Western Illinois 940 GOLDEN VALLEY DRIVE BETTENDORF IA 52722 421008848 501(c)(3) 12470 GRANT FOR SPECIFIC PROGRAM SUPPORT. Grin & Grow Ltd 505 FRANKLIN STREET WATERLOO IA 50703 421135299 501(c)(3) 88000 GRANT FOR SPECIFIC PROGRAM SUPPORT. Hawkeye Community College 1501 ORANGE ROAD WATERLOO IA 50702 426123782 501(c)(3) 44328 GRANT FOR SPECIFIC PROGRAM SUPPORT. Iowa JAG Inc GRIMES STATE OFFICE BUILDING DES MOINES IA 50319 421492988 501(c)(3) 14500 GRANT FOR SPECIFIC PROGRAM SUPPORT. Northeast Iowa Area Agency on Aging 2101 KIMBALL AVENUE SUITE 320 WATERLOO IA 50702 421621262 501(c)(3) 52577 GRANT FOR SPECIFIC PROGRAM SUPPORT. Iowa Legal Aid 708 FIRST NATIONAL BUILDING WATERLOO IA 50703 421254906 501(c)(3) 11348 GRANT FOR SPECIFIC PROGRAM SUPPORT. Jesse Cosby Center 1112 MOBILE STREET WATERLOO IA 50703 421152638 501(c)(3) 5000 GRANT FOR SPECIFIC PROGRAM SUPPORT. Job Foundation PO BOX 1141 CEDAR FALLS IA 50614 203091308 501(c)(3) 7930 GRANT FOR SPECIFIC PROGRAM SUPPORT. Junior Achievement 324 3RD AVENUE SE NO 200 CEDAR RAPIDS IA 52401 420919209 501(c)(3) 2507 GRANT FOR SPECIFIC PROGRAM SUPPORT. Lutheran Services in Iowa 1510 LOGAN AVENUE WATERLOO IA 50703 420698203 501(c)(3) 25845 GRANT FOR SPECIFIC PROGRAM SUPPORT. NAMI 1825 LOGAN AVENUE WATERLOO IA 50703 421273380 501(c)(3) 5691 GRANT FOR SPECIFIC PROGRAM SUPPORT. NE Iowa Food Bank 106 E 11TH STREET WATERLOO IA 50703 421169648 501(c)(3) 108437 GRANT FOR SPECIFIC PROGRAM SUPPORT. Operation Threshold PO BOX 4120 WATERLOO IA 50704 420982549 501(c)(3) 103164 GRANT FOR SPECIFIC PROGRAM SUPPORT. Pathways Behavioral Services 2222 FALLS AVENUE WATERLOO IA 50701 510245708 501(c)(3) 63988 GRANT FOR SPECIFIC PROGRAM SUPPORT. Peoples Community Health Clinic 905 FRANKLIN STREET WATERLOO IA 50703 421058629 501(c)(3) 90751 GRANT FOR SPECIFIC PROGRAM SUPPORT. RSVP 2101 KIMBALL AVENUE SUITE 121 WATERLOO IA 50702 421264647 501(c)(3) 22731 GRANT FOR SPECIFIC PROGRAM SUPPORT. Salvation Army PO BOX 867 WATERLOO IA 50704 222406433 501(c)(3) 117427 GRANT FOR SPECIFIC PROGRAM SUPPORT. Success Link 215 E 4TH STREET WATERLOO IA 50703 421444315 501(c)(3) 44165 GRANT FOR SPECIFIC PROGRAM SUPPORT. Together for Youth 1825 LOGAN AVENUE WATERLOO IA 50703 421435199 501(c)(3) 62699 GRANT FOR SPECIFIC PROGRAM SUPPORT. Veridian Credit Union PO BOX 6000 WATERLOO IA 507046000 421132695 501(c)(3) 15650 GRANT FOR SPECIFIC PROGRAM SUPPORT. Visiting Nursing Association 2530 UNIVERSITY AVENUE WATERLOO IA 50701 420782546 501(c)(3) 66644 GRANT FOR SPECIFIC PROGRAM SUPPORT. Volunteer Center of Cedar Valley 2101 KIMBALL AVENUE SUITE 1414 WATERLOO IA 50702 421437273 501(c)(3) 14824 GRANT FOR SPECIFIC PROGRAM SUPPORT. Waypoint 318 Fifth Street SE CEDAR RAPIDS IA 52401 420680307 501(c)(3) 21973 GRANT FOR SPECIFIC PROGRAM SUPPORT. YMCA 669 S HACKETT ROAD WATERLOO IA 50701 420681109 501(c)(3) 17696 GRANT FOR SPECIFIC PROGRAM SUPPORT. YWCA 425 LAFAYETTE STREET WATERLOO IA 50701 420680302 501(c)(3) 104684 GRANT FOR SPECIFIC PROGRAM SUPPORT. FCFH - IowaIncUnited Way 2-1-1 317 7TH AVENUE SE NO 401 CEDAR RAPIDS IA 52401 200936954 501(c)(3) 21100 GRANT FOR SPECIFIC PROGRAM SUPPORT. Part I, Line 2: THE FUNDS ARE DISTRIBUTED ON A MONTHLY BASIS TO THE BOARD APPROVED AGENCIES FOR INDIVIDUAL PROGRAMS. AGENCIES ARE REQUIRED TO SUBMIT A REPORT OF USAGE AND OUTCOMES BI-ANNUALLY. IF A REPORT IS NOT RECEIVED, FUNDING IS SUSPENDED. SCHEDULE I TOTAL PER SCHEDULE I: $1,672,695 DONOR DESIGNATIONS: 174,005 INTERNAL PROGRAM EXPENSES: 35,521 CHANGE IN ACCRUAL: (13,802) PART IX, LINE 1: $1,868,419 Form 990, Part VI, Section B, line 11b A DRAFT COPY OF THE FORM 990 WAS SENT TO THE PRESIDENT FOR REVIEW. A FINAL COPY OF THE FORM 990 WAS SENT TO ALL BOARD MEMBERS PRIOR TO ITS FILING. Form 990, Part VI, Section B, line 12c EACH STAFF PERSON AND BOARD MEMBER ARE ASKED TO SIGN A DOCUMENT ANNUALLY INDICATING THEY ARE AWARE OF AND UNDERSTAND THE POLICY. THE ORGANIZATION ALSO HAS AN AGENDA ITEM AT THE BEGINNING OF EACH BOARD MEETING ASKING FOR CONFLICTS OF INTEREST ON THE AGENDA. Form 990, Part VI, Section B, line 15a CEDAR VALLEY UNITED WAY HAS DEVELOPED A POLICY TO ENSURE THAT EXECUTIVE COMPENSATION IS COMPETITIVE AND REASONABLE AS COMPARED TO OTHER NON-PROFIT ORGANIZATIONS AND UNITED WAYS OF SIMILAR SIZE AND CHARACTERISTICS. THE PRESIDENT'S COMPENSATION IS REVIEWED ANNUALLY TO ENSURE IT IS DEEMED FAIR AND REASONABLE. REASONABILITY IS DETERMINED USING BENCHMARKS OF OTHER NON-PROFIT ORGANIZATIONS AND THE UNITED WAYS OF SIMILAR SIZE AND CHARACTERISTICS. THE BENCHMARKS INCLUDE THE MOST RECENT UNITED WAY WORLDWIDE HUMAN CAPITAL STUDY AND/OR THE 990 DATA FOR LIKE SIZE AND GEOGRAPHIC LOCATION. COMPARISON MAY ALSO INCLUDE SELECTED LOCAL NONPROFIT ORGANIZATIONS. SALARY INCREASES ARE NOT GRANTED AUTOMATICALLY, BUT ONLY AS A RESULT OF DEMONSTRATED PERFORMANCE, DOCUMENTED BY A JOB-RELATED PERFORMANCE REVIEW. THE BOARD OF DIRECTORS ANNUALLY APPROVES THE PERFORMANCE REVIEW OF THE PRESIDENT AND ESTABLISHES COMPENSATION BASED ON RECOMMENDATIONS OF THE EXECUTIVE COMMITTEE. THE BOARD ALSO ENSURES THAT NO ONE WHO PARTICIPATES IN THE DECISION HAS A CONFLICT OF INTEREST CONCERNING THE TRANSACTION. ALL DOCUMENTATION REGARDING THE COMPENSATION ARRANGEMENT, INCLUDING BENCHMARK COMPARISONS, PERFORMANCE REVIEWS, AND BOARD APPROVAL ARE MAINTAINED IN THE PRESIDENT'S PERSONNEL FILE. IN ADDITION TO THE ABOVE COMPENSATION AGREEMENT, THE BOARD TREASURER REVIEWS AND APPROVES ANNUALLY THE W-2, AND MONTHLY THE EXPENSE REPORTS OF THE PRESIDENT. THIS POLICY HAS BEEN CREATED TO ENSURE FAIR AND CONSISTENT PRACTICES IN REGARD TO EXECUTIVE COMPENSATION AND TO COMPLY WITH ALL FEDERAL AND STATE LAWS. COMPENSATION ELEMENTS MAY INCLUDE: - SALARY - HEALTH, LIFE, AND DISABILITY INSURANCE - RETIREMENT CONTRIBUTION - MEMBERSHIPS INCLUDING ASSOCIATIONS - EDUCATIONAL CONFERENCES Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO PUBLIC UPON WRITTEN REQUEST.