UNITED WAY OF WAPELLO COUNTY IOWA INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF WAPELLO COUNTY IOWA INC (EIN 42-0897349)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-10-14
- IRS object ID
- 202532879349301543
- Schema version
- 2023v6.0
- 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 | 2025-10-14T15:50:16-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 842862177 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADLEY T BARNES CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 E 3RD STREET | AddressLine1Txt |
| City | OTTUMWA | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | 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 OF WAPELLO COUNTY INC | BusinessNameLine1Txt |
| 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 | 224 E SECOND ST 1 | AddressLine1Txt |
| City | OTTUMWA | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALI WILSON | PersonNm |
| Person Title | EXECTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6416821264 | PhoneNum |
| Signature | 2025-09-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADLEY T BARNES | PreparerPersonNm |
| PTIN | P00477644 | PTIN |
| Phone | 6416823440 | PhoneNum |
| Preparation | 2025-10-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALI WILSON | PrincipalOfficerNm |
| Gross Receipts | $503,141 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WAPELLOCOUW.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Activity Or Mission | UNITED WAY OF WAPELLO COUNTY ADVANCES THE COMMON GOOD THROUGH SUSTAINABLE, MEASURABLE IMPROVEMENTS TO OUR COMMUNITIES EDUCATINO, INCOME, AND HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 1100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $429,528 | PYContributionsGrantsAmt |
| CY Contributions Grants | $480,459 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $73,686 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,733 | CYInvestmentIncomeAmt |
| PY Other Revenue | $31,291 | PYOtherRevenueAmt |
| CY Other Revenue | $1,949 | CYOtherRevenueAmt |
| PY Total Revenue | $534,505 | PYTotalRevenueAmt |
| CY Total Revenue | $503,141 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $203,058 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $178,039 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $243,204 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $247,566 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $27,211 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $83,257 | PYOtherExpensesAmt |
| CY Other Expenses | $108,436 | CYOtherExpensesAmt |
| PY Total Expenses | $529,519 | PYTotalExpensesAmt |
| CY Total Expenses | $534,041 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,986 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$30,900 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,173,441 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,421,391 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,427 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $173,455 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,159,014 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,247,936 | 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 | $411,360 | ExpenseAmt |
| Grant | $178,039 | GrantAmt |
| 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 INTIATIVES, AGENCY PROGRAM AND FISCAL EVALUATION AND FEEDBACK, AND NON- 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 Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE COMMUNITY INVESTMENT PROGRAM OF UNTIED WAY OF WAPELLO COUNTY INVEST THE UNDESIGNATED FUND 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 WHO ARE READY TO SUCCEED IN SCHOOL; FAMILIES ARE FINANCIALLY STABLE AND INDEPENDENT; YOUTH AND ADULTS ARE HEALTHY ADN AVOID RISKY BEHAVIORS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $411,360 | 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 | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| 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 | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | 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 With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | false | 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 |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | false | MembersOrStockholdersInd |
| Election Of Board Members | false | 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 | ALI WILSON | PersonNm |
| Phone | 6416821264 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 224 E SECOND ST | AddressLine1Txt |
| Address Line2 | 224 E SECOND ST | AddressLine2Txt |
| City | OTTUMWA | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52501 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| ALI WILSON | |||||
| EXECTIVE DIR | 40.00 | Yes (X) | $67,454 | $0 | $0 |
| CAROL BURNSIDE | |||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 |
| EDITH CABRERA-TELL | |||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 |
| PAULA CARY | |||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 |
| SHEA GREINER | |||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 |
| CHRISTY GROVE | |||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 |
| DAVID HARPER | |||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 |
| KAYCEE JOHNSON | |||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 |
| SAMATHA MEINDERS | |||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 |
| MICHAEL MORELAND | |||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 |
| RACHEL SORAK | |||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 |
| JASON WHITE | |||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $67,454 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $120,548 | GovernmentGrantsAmt |
| All Other Contributions | $359,911 | AllOtherContributionsAmt |
| Total Contributions | $480,459 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,733 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,733 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| MISCELLANEOUS | $1,847 | $1,847 |
| FUNDRAISING | $102 | $102 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,949 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $503,141 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,682 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,039 | TotalAmt |
| Program Services | $178,039 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,454 | TotalAmt |
| Program Services | $17,647 | ProgramServicesAmt |
| Management And General | $49,807 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,074 | TotalAmt |
| Program Services | $123,472 | ProgramServicesAmt |
| Fundraising | $16,602 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,847 | TotalAmt |
| Program Services | $12,136 | ProgramServicesAmt |
| Management And General | $4,283 | ManagementAndGeneralAmt |
| Fundraising | $1,428 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,191 | TotalAmt |
| Program Services | $15,090 | ProgramServicesAmt |
| Management And General | $5,326 | ManagementAndGeneralAmt |
| Fundraising | $1,775 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,850 | TotalAmt |
| Management And General | $10,850 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,303 | TotalAmt |
| Program Services | $32,846 | ProgramServicesAmt |
| Management And General | $11,593 | ManagementAndGeneralAmt |
| Fundraising | $3,864 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,684 | TotalAmt |
| Program Services | $11,345 | ProgramServicesAmt |
| Management And General | $4,004 | ManagementAndGeneralAmt |
| Fundraising | $1,335 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,798 | TotalAmt |
| Program Services | $1,474 | ProgramServicesAmt |
| Management And General | $324 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,992 | TotalAmt |
| Program Services | $11,555 | ProgramServicesAmt |
| Management And General | $4,078 | ManagementAndGeneralAmt |
| Fundraising | $1,359 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,205 | TotalAmt |
| Program Services | $545 | ProgramServicesAmt |
| Management And General | $2,660 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,450 | TotalAmt |
| Program Services | $5,066 | ProgramServicesAmt |
| Management And General | $1,788 | ManagementAndGeneralAmt |
| Fundraising | $596 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANOUS | Desc |
| Total | $3,154 | TotalAmt |
| Program Services | $2,145 | ProgramServicesAmt |
| Management And General | $757 | ManagementAndGeneralAmt |
| Fundraising | $252 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $534,041 | TotalAmt |
| Program Services | $411,360 | ProgramServicesAmt |
| Management And General | $95,470 | ManagementAndGeneralAmt |
| Fundraising | $27,211 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $575,199 | BOYAmt |
| EOY | $690,689 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,459 | BOYAmt |
| EOY | $29,636 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $925 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,968 | BOYAmt |
| EOY | $6,909 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $97,237 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $95,548 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,493 | BOYAmt |
| EOY | $1,689 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $503,418 | BOYAmt |
| EOY | $557,341 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,048,135 | BOYAmt |
| EOY | $1,128,804 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,769 | BOYAmt |
| EOY | $5,398 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,173,441 | BOYAmt |
| EOY | $2,421,391 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,566 | BOYAmt |
| EOY | $841 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $160,899 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,861 | BOYAmt |
| EOY | $11,715 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,427 | BOYAmt |
| EOY | $173,455 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,110,879 | BOYAmt |
| EOY | $1,119,132 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,048,135 | BOYAmt |
| EOY | $1,128,804 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,159,014 | BOYAmt |
| EOY | $2,247,936 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,173,441 | BOYAmt |
| EOY | $2,421,391 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$30,900 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $119,822 | 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 | $479,595 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $521,518 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $429,528 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $354,868 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $480,459 | CurrentTaxYearAmt |
| Total | $2,265,968 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $479,595 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $521,518 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $429,528 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $354,868 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $480,459 | CurrentTaxYearAmt |
| Total | $2,265,968 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,265,968 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $17,373 | CurrentTaxYearAmt |
| Total | $17,373 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $3,360 | CurrentTaxYearAmt |
| Total | $3,360 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,286,701 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $22,682 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99090 | PublicSupportCY170Pct |
| Public Support PY170 | 1.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | 3,360 | ExplanationTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INT. IN TRUST HELD | Desc |
| Book Value | $1,128,804 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,128,804 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PAYROLL TAXES | $6,230 |
| RIGHT-OF-USE OPERATING LEASE LIABILI | $5,485 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,715 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $622,963 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $119,822 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $119,822 | RevenueNotReportedAmt |
| Revenue Subtotal | $503,141 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $503,141 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $534,041 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $534,041 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $534,041 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART IV, LINE 2B | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ACTS AS A FISCAL AGENT FOR MAHASKA WAPELLO EARLY CHILDHOOD IOWA, A SPEARATELY MANAGED ORGANIZATION FOCUSED ON IMPROVING THE WELL-BIENG OF THE COMMUNITY'S YOUTH. THE ORGANIZATION DOES NOT HAVE CONTROL OVER HOW THE FUNDS ARE DISBUSED, BUT ONLY RECEIVES AND DISTRIBUTES FUNDS ON BEHALF OF MAHASKA WAPELLO EARLY CHILDHOOD IOWA. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt |
|---|---|---|---|---|
| YMCA | ||||
| 611 HANCOCK STREET | OTTUMWA | IA | 52501 | $25,000 |
| SIEDA HEAD START | ||||
| 725 W 2ND STREET | OTTUMWA | IA | 52501 | $25,750 |
| FRIENDS OF IOWA CASA & ICFCRB | ||||
| 321 E 12TH ST | DES MOINES | IA | 50319 | $23,042 |
| IOWA LEGAL AID | ||||
| 1111 9TH STREET SUITE 20 | DES MOINES | IA | 50314 | $13,334 |
| CRISIS CENTER AND WOMEN'S SHELTER | ||||
| 1014 N ELM ST SUITE 502 | OTTUMWA | IA | 52501 | $11,997 |
| AMERICAN HOME FINDING ASSOCIATION | ||||
| 217 E 5TH STREET | OTTUMWA | IA | 52501 | $52,250 |
| AL EXITO | ||||
| PO BOX 93531 | DES MOINES | IA | 50393 | $11,999 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | THE COMMUNITY INVESTMENT PROGRAM OF UNTIED WAY OF WAPELLO COUNTY INVEST THE UNDESIGNATED FUND 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 WHO ARE READY TO SUCCEED IN SCHOOL; FAMILIES ARE FINANCIALLY STABLE AND INDEPENDENT; YOUTH AND ADULTS ARE HEALTHY ADN AVOID RISKY BEHAVIORS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | COPY OF THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO SUBMISSION. IN THE CASES WHERE IT MAY NOT BE POSSIBLE FOR THE BOARD TO REVIEW PRIOR TO SUBMISSION, THE BOARD WOULD REVIEW AND APPROVE SUBSEQUENT TO SUBMISSION KNOWING THAT THE FORM 990 CAN BE AMENDED IF NEED BE. |
| FORM 990, PAGE 6, PART VI, LINE 12C | COGNIZANT OF RELATIONSHIPS THAT THE BOARD HAS WITH COMPANIES PROVIDING SERVCIES |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION IS REVEIWED AND APPROVED BY A GOVERNING BODY, PROVIDED THAT PERSONS WITH A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED. USE OF DATA AS TO COMPARABLE COMPENSATION FOR A SIMILARLY QUALIFIED PERSONS IN FUCTIONALLY COMPARABLE POSITION AT SIMILAR ORGANIZATIONS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |