UPPER DES MOINES OPPORTUNITY INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UPPER DES MOINES OPPORTUNITY INC (EIN 42-0923424)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-03-16
- IRS object ID
- 201510759349300641
- Schema version
- 2013v4.0
- 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 | 2015-03-16T14:50:20-05:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8700 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537088700 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420923424 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPPER DES MOINES OPPORTUNITY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UPPE | BusinessNameControlTxt |
| Phone | 7128593885 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 ROBINS STREET PO BOX 519 | AddressLine1 |
| City | GRAETTINGER | City |
| State | IA | State |
| ZIP Code | 51342 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMEY WHITNEY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7128593885 | PhoneNum |
| Signature | 2015-03-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENES TOBIE | PreparerPersonNm |
| PTIN | P00200892 | PTIN |
| Phone | 6082741980 | PhoneNum |
| Preparation | 2015-03-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMEY WHITNEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 ROBINS STREET PO BOX 519 | AddressLine1 |
| City | GRAETTINGER | City |
| State | IA | State |
| ZIP Code | 51342 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,514,411 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UDMO.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | TO ALLEVIATE THE CONDITIONS & CAUSES OF POVERTY & EMPOWER CLIENTS TO BECOME SELF-SUFFICIENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 252 | TotalEmployeeCnt |
| Total Volunteers | 2925 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,522,323 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,980,662 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $406,214 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $424,003 | CYProgramServiceRevenueAmt |
| PY Investment Income | $28,262 | PYInvestmentIncomeAmt |
| CY Investment Income | $31,538 | CYInvestmentIncomeAmt |
| PY Other Revenue | $36,386 | PYOtherRevenueAmt |
| CY Other Revenue | $30,842 | CYOtherRevenueAmt |
| PY Total Revenue | $12,993,185 | PYTotalRevenueAmt |
| CY Total Revenue | $13,467,045 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,311,076 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,618,312 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,884,586 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,922,450 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $868 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,941,872 | PYOtherExpensesAmt |
| CY Other Expenses | $1,879,590 | CYOtherExpensesAmt |
| PY Total Expenses | $13,137,534 | PYTotalExpensesAmt |
| CY Total Expenses | $13,420,352 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$144,349 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $46,693 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,822,848 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,918,915 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $663,937 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $713,311 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,158,911 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,205,604 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UPPER DES MOINES OPPORTUNITY, INC. IS DEDICATED TO HELPING BUILD STRONGER COMMUNITIES BY ADDRESSING THE EFFECTS OF POVERTY ON INDIVIDUALS AND FAMILIES. THE ORGANIZATION'S VISION FOR THEIR REGION IS THAT ALL RESIDENTS PLAY AN ACTIVE ROLE AS COMMUNITY CITIZENS; HAVE PLACES TO GO IF THEY FACE HARD TIMES; AND HAVE SUPPORT AND OPPORTUNITIES AS THEY WORK TOWARD ECONOMIC SECURITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,841,782 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $267 | RevenueAmt |
| Desc | CHILD EDUCATIONTHIS CATEGORY INCLUDES A VARIETY OF PROGRAMS AND SERVICES GEARED TOWARD THE CARE AND EDUCATION OF YOUNG CHILDREN. PARENTS MAY ALSO BE ASSISTED THROUGH THESE INITIATIVES. HEAD START/EARLY HEAD START/CHILD DEVELOPMENT CENTERS/4-YEAR-OLD VOLUNTARY PRESCHOOL - UPPER DES MOINES OPPORTUNITY (UDMO) HEAD START AND EARLY HEAD START PROGRAMS AND CHILD DEVELOPMENT CENTERS SERVED 593 CHILDREN AND THEIR FAMILIES DURING THE 2013-2014 PROGRAM YEAR. HEAD START WAS FUNDED TO SERVE 312 CHILDREN AND EARLY HEAD START IS FUNDED FOR 176 CHILDREN. ALL PROGRAMS MAINTAINED FULL ENROLLMENT THROUGHOUT THE PROGRAM YEAR. HEAD START SERVES MANY MORE CHILDREN IN PARTNERSHIPS WITH SCHOOL DISTRICTS IN ITS EIGHT-COUNTY SERVICE AREA. UPPER DES MOINES OPPORTUNITY'S HEAD START PROGRAMS ARE AVAILABLE IN BUENA VISTA, CLAY, DICKINSON, EMMET, O'BRIEN, OSCEOLA, PALO ALTO, AND POCAHONTAS. EARLY HEAD START IS AVAILABLE IN THE COUNTIES OF BUENA VISTA, CLAY AND EMMET. OF THE 344 CHILDREN SERVED BY HEAD START, 72% LIVED IN FAMILIES WITH INCOMES BELOW 100% OF POVERTY, 16% LIVED IN FAMILIES BETWEEN 100 AND 130% OF POVERTY, 5% LIVED IN FAMILIES ABOVE 130% OF POVERTY, 6% RECEIVED PUBLIC ASSISTANCE, AND 2% WERE IN FOSTER CARE AND 0 WERE HOMELESS. OF THE 225 CHILDREN SERVED BY EARLY HEAD START, 85% LIVED IN FAMILIES WITH INCOMES BELOW 100% OF POVERTY AND 13% LIVED IN FAMILIES WITH INCOMES BETWEEN 100% AND 130% OF POVERTY, AND 2% RECEIVED PUBLIC ASSISTANCE. HEAD START SERVED 15.1% WITH DISABILITIES. EARLY HEAD START SERVED 14.7% OF CHILDREN WITH DISABILITIES. HEAD START AND EARLY HEAD START CLASSROOMS WERE ACCREDITED BY THE NATIONAL ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN (NAEYC) DURING THE PROGRAM YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,777,616 | ExpenseAmt |
| Grant | $4,259,456 | GrantAmt |
| Revenue | $49,511 | RevenueAmt |
| Desc | WEATHERIZATION/ENERGY ASSISTANCETHIS CATEGORY INCLUDES A VARIETY OF PROGRAMS AND SERVICES DESIGNED TO ALLEVIATE THE ENERGY BURDEN OF ELIGIBLE HOUSEHOLDS. TWO MAJOR PROGRAMS INCLUDED ARE WEATHERIZATION AND LIHEAP.WEATHERIZATION - THE WEATHERIZATION ASSISTANCE PROGRAM IS A LOW-INCOME ENERGY EFFICIENT PROGRAM. IT'S PURPOSE IS TO MAKE THE HOMES OF LOW-INCOME CLIENTS MORE ENERGY EFFICIENT, THEREBY REDUCING CLIENTS' FUEL BILLS AND INCREASING THEIR COMFORT. THE PROGRAM ALSO PROVIDES IMPORTANT HEALTH AND SAFETY SERVICES TO THE CLIENTS IT SERVES.DURING THE 2014 FISCAL YEAR, A TOTAL OF $1,592,527 WAS EXPENDED TO WEATHERIZE 137 HOMES IN UDMO'S 12-COUNTY SERVICE AREA. THE AVERAGE PER HOME WAS APPROXIMATELY $11,624, IN ADDITION 25 HOMES WERE DEFERRED FOR A TOTAL SPENT OF $22,342.LIHEAP - THE LOW INCOME HOME ENERGY ASSISTANCE PROGRAM WAS ESTABLISHED TO HELP LOW-INCOME IOWA HOMEOWNERS AND RENTERS PAY FOR A PORTION OF THEIR PRIMARY HEATING COSTS FOR THE WINTER HEATING SEASON, TO ENCOURAGE REGULAR UTILITY PAYMENTS, TO PROMOTE ENERGY AWARENESS AND TO ENCOURAGE REDUCTION OF ENERGY USAGE THROUGH ENERGY EFFICIENCY AND CLIENT EDUCATION. THE ASSISTANCE IS BASED ON HOUSEHOLD INCOME, HOUSEHOLD SIZE, TYPE OF FUEL AND TYPE OF HOUSING. APPLICATIONS FOR ASSISTANCE ARE TAKEN FROM OCTOBER 1 THROUGH APRIL 30 AT EACH OF UDMO'S COUNTY OUTREACH CENTERS. DURING FISCAL YEAR 2014, UDMO PROVIDED LIHEAP ASSISTANCE TO 5,916 HOUSEHOLDS IN UDMO'S 12-COUNTY SERVICE AREA FOR A TOTAL SPENT OF $2,672,440, IN ADDITION CRISIS ASSISTANCE WAS PROVIDED TO 699 HOUSEHOLDS FOR A TOTAL SPENT OF $296,662. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,006,229 | ExpenseAmt |
| Grant | $160,188 | GrantAmt |
| Revenue | $12,375 | RevenueAmt |
| Desc | COMMUNITY SERVICESCOMMUNITY SERVICES INCLUDES A VARIETY OF PROGRAMS SERVING ELIGIBLE PARTICIPANTS WITHIN UPPER DES MOINES OPPORTUNITY'S 12-COUNTY SERVICE AREA. ELIGIBILITY MAY VARY BY PROGRAM. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $750,045 | $0 | $0 | FOOD PROGRAMS |
| $512,439 | $116,917 | $257,407 | OUTREACH |
| $426,206 | $330 | $0 | HEALTH SERVICES |
| $242,999 | $81,421 | $104,443 | RENTAL HOUSING FACILITIES FOR LOW TO MODERATE INCOME HOUSEHOLDS. |
| $52,467 | $0 | $0 | CORPORATE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,984,156 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $198,668 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $361,850 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $12,609,783 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 173 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 252 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRAVIS EDWARDS FISCAL DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7128593885 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 ROBINS STREET PO BOX 519 | AddressLine1 |
| City | GRAETTINGER | City |
| State | IA | State |
| ZIP Code | 51342 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MARDI ALLEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIM ALSTOTT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DON ALTENA | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG BAILEY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JILL CONLIN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM DEBOOM | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELANO GAFFEY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RON GRAETTINGER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATRINA HELLER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SANDY JOHNSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BEVERLY JUHL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAVONNE KIRK | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAN MCCAIN | ||||||
| BOARD MEMBER (OCT-AUG) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIM MOTL | ||||||
| BOARD MEMBER (OCT-APR) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICK PEDERSEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY PEDLEY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REV DR FRAN PETTIGREW | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICK RASMUSSEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID SCOTT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BOB SINGER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOE SKOW | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RON SMITH | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LATRELLE STAPLETON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VINCENT TRIGGS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAYSON VANDEHOEF | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRETT JOHNSON | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GLENN BOHMER | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CAROLANN FULLERTON | ||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JAMEY WHITNEY | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $84,602 | $0 | $19,772 | Yes (X) | |
| TRAVIS EDWARDS | ||||||
| FISCAL DIRECTOR | 40.00 | $82,179 | $0 | $18,689 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $166,781 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $38,461 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WILLIAMS CONTRACTOR INC | |||||
| 601 CLINTON ST | LESTER | IA | 51242 | WEATHERIZATION SERVICES | $196,095 |
| FM SERVICES | |||||
| 635 SUMMIT AVE | FARNHAMVILLE | IA | 50538 | WEATHERIZATION SERVICES | $178,397 |
| BERGMEIER CONSTRUCTION | |||||
| 410 B AVE | WALFORD | IA | 52351 | WEATHERIZATION SERVICES | $153,378 |
| TRI STATE HEATING AC REFRIGERATION & P | |||||
| 1713 WHITETAIL DR | LANSING | IA | 52151 | WEATHERIZATION SERVICES | $131,876 |
| ORRES & GAILEY PLUMBING HEATING & AC | |||||
| 3300 5TH AVE S | FORT DODGE | IA | 50501 | WEATHERIZATION SERVICES | $110,918 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $45,769 | FederatedCampaignsAmt |
| Government Grants | $12,482,770 | GovernmentGrantsAmt |
| All Other Contributions | $452,123 | AllOtherContributionsAmt |
| Total Contributions | $12,980,662 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OUTREACH REVENUE | 624100 | $257,407 | $257,407 |
| LOW INCOME RENTAL | 531110 | $104,443 | $104,443 |
| WEATHERIZATION/ENERGY ASSISTANCE | 624200 | $49,511 | $49,511 |
| COMMUNITY SERVICES | 624200 | $12,375 | $12,375 |
| CHILD EDUCATION | 624410 | $267 | $267 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $424,003 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,132 | TotalRevenueColumnAmt |
| Exclusion | $3,132 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $30,842 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $30,842 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,842 | TotalRevenueColumnAmt |
| Exclusion | $30,842 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $75,772 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $47,366 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $28,406 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,406 | TotalRevenueColumnAmt |
| Exclusion | $28,406 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,467,045 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $424,003 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $62,380 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,618,312 | TotalAmt |
| Program Services | $4,618,312 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,905 | TotalAmt |
| Management And General | $206,905 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,124,950 | TotalAmt |
| Program Services | $4,866,102 | ProgramServicesAmt |
| Management And General | $258,376 | ManagementAndGeneralAmt |
| Fundraising | $472 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,951 | TotalAmt |
| Program Services | $379,885 | ProgramServicesAmt |
| Management And General | $27,029 | ManagementAndGeneralAmt |
| Fundraising | $37 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $770,159 | TotalAmt |
| Program Services | $718,935 | ProgramServicesAmt |
| Management And General | $51,153 | ManagementAndGeneralAmt |
| Fundraising | $71 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,485 | TotalAmt |
| Program Services | $385,984 | ProgramServicesAmt |
| Management And General | $27,463 | ManagementAndGeneralAmt |
| Fundraising | $38 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $465 | TotalAmt |
| Program Services | $121 | ProgramServicesAmt |
| Management And General | $344 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,350 | TotalAmt |
| Management And General | $32,100 | ManagementAndGeneralAmt |
| Fundraising | $250 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,483 | TotalAmt |
| Program Services | $113,483 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,254 | TotalAmt |
| Program Services | $7,329 | ProgramServicesAmt |
| Management And General | $925 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $586,888 | TotalAmt |
| Program Services | $521,144 | ProgramServicesAmt |
| Management And General | $65,744 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,100 | TotalAmt |
| Program Services | $39,160 | ProgramServicesAmt |
| Management And General | $4,940 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,402 | TotalAmt |
| Program Services | $367,980 | ProgramServicesAmt |
| Management And General | $46,422 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,274 | TotalAmt |
| Program Services | $200,038 | ProgramServicesAmt |
| Management And General | $25,236 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,876 | TotalAmt |
| Program Services | $23,865 | ProgramServicesAmt |
| Management And General | $3,011 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,955 | TotalAmt |
| Program Services | $245,930 | ProgramServicesAmt |
| Management And General | $31,025 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,302 | TotalAmt |
| Program Services | $43,340 | ProgramServicesAmt |
| Management And General | $8,962 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| REGISTRATIONS | $17,029 | $17,029 | |
| BOARD COSTS | $12,351 | $12,351 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,861 | TotalAmt |
| Program Services | $61,146 | ProgramServicesAmt |
| Management And General | $7,715 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,420,352 | TotalAmt |
| Program Services | $12,609,783 | ProgramServicesAmt |
| Management And General | $809,701 | ManagementAndGeneralAmt |
| Fundraising | $868 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,925 | BOYAmt |
| EOY | $5,750 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $994,023 | BOYAmt |
| EOY | $1,001,435 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $547,495 | BOYAmt |
| EOY | $653,855 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,205 | BOYAmt |
| EOY | $47,738 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,418 | BOYAmt |
| EOY | $43,844 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,492 | BOYAmt |
| EOY | $61,765 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,886,491 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,781,963 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,109,960 | BOYAmt |
| EOY | $2,104,528 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,822,848 | BOYAmt |
| EOY | $3,918,915 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $443,996 | BOYAmt |
| EOY | $534,315 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,126 | BOYAmt |
| EOY | $170,106 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,815 | BOYAmt |
| EOY | $8,890 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $663,937 | BOYAmt |
| EOY | $713,311 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,908,962 | BOYAmt |
| EOY | $2,912,601 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,949 | BOYAmt |
| EOY | $293,003 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,158,911 | BOYAmt |
| EOY | $3,205,604 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,822,848 | BOYAmt |
| EOY | $3,918,915 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $46,693 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $17,291,413 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,908,035 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,235,736 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,522,323 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,980,662 | CurrentTaxYearAmt |
| Total | $74,938,169 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,291,413 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,908,035 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,235,736 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,522,323 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,980,662 | CurrentTaxYearAmt |
| Total | $74,938,169 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $74,938,169 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,169 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,641 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,732 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,231 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,974 | CurrentTaxYearAmt |
| Total | $96,747 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $75,034,916 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,202,166 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99870 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99900 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $137,145 | BeginningBalanceAmt |
| Additions During Year | $496,014 | AdditionsDuringYearAmt |
| Distributions During Year | $457,454 | DistributionsDuringYearAmt |
| Ending Balance | $175,705 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $147,600 | OtherCostOrOtherBasisAmt |
| Book Value | $147,600 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,659,146 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,267,332 | DepreciationAmt |
| Book Value | $1,391,814 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,079,745 | OtherCostOrOtherBasisAmt |
| Depreciation | $514,631 | DepreciationAmt |
| Book Value | $565,114 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,104,528 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| Amt | $8,890 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,890 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,132,455 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $665,410 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $665,410 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,467,045 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,467,045 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,085,762 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $665,410 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $665,410 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,420,352 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,420,352 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 1B: | UPPER DES MOINES OPPORTUNITY, INC. ACTS AS A FISCAL AGENT FOR EARLY CHILDHOOD IOWA: LAKES REGION BOARD (ECI). THE REVENUE AND EXPENSES RELATED TO THIS ACTIVITY ARE NOT INCLUDED IN THIS RETURN. AT SEPTEMBER 30, 2014, THERE WERE NO AMOUNTS DUE FROM ECI FOR THE FISCAL AGENT CONTRACT. |
| PART X, LINE 2: | UPPER DES MOINES OPPORTUNITY, INC. (UDMO) IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. UDMO HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. FEDERAL RETURNS FOR THE FISCAL YEARS ENDED SEPTEMBER 30, 2011, AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| WEATHERIZATION/ENERGY ASSISTANCE | 6281 | $4,259,456 |
| HOUSING ASSISTANCE | 98 | $81,421 |
| COMMUNITY SERVICES ASSISTANCE | 595 | $160,188 |
| OUTREACH ASSISTANCE | 20364 | $116,917 |
| HEALTH SERVICES ASSISTANCE | 33 | $330 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION FOLLOWS FEDERAL COMPLIANCE STANDARDS IN MONITORING GRANTS AND ASSISTANCE. THIS INCLUDES MONITORING VISITS OR OTHER FOLLOW UP WITH RECIPIENTS OF GRANT ASSISTANCE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS AT A REGULAR MEETING (IN CONJUNCTION WITH THE PRESENTATION OF THE ANNUAL AUDIT) BEFORE BEING FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST AND SUBMIT THE SIGNED DISCLOSURE FORM TO THE ORGANIZATION. THEY ALSO RECEIVE ANNUAL TRAINING ON THE CONFLICT OF INTEREST POLICY. BOARD MEMBERS AND KEY EMPLOYEES ARE ASKED TO REPORT ANY ADDITIONAL CONFLICTS THAT MAY ARISE THROUGHOUT THE YEAR AND THEY ARE ASKED TO ABSTAIN FROM DISCUSSION AND VOTING ON ANY BOARD MEETING TOPICS FOR WHICH THEY MAY HAVE A CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS DETERMINED BY EVALUATING AGENCY COMPENSATION RATES WITH AN AGENCY-DEVELOPED REGIONAL COMPENSATION STUDY AND A STATEWIDE WAGE COMPARABILITY STUDY OF OTHER COMMUNITY ACTION AGENCIES. THIS STUDY WAS LAST CONDUCTED IN 2011. COMPENSATION IS ALSO TIED TO ANNUAL EMPLOYEE EVALUATIONS. TO DETERMINE A FAIR AND REASONABLE COMPENSATION FOR ALL OF THE ADMINISTRATIVE POSITIONS, A WAGE COMPARABILITY STUDY IS CONDUCTED AND COMPLETED APPROXIMATELY EVERY 2 YEARS. SALARIES FOR THE SAME AND/OR LIKE POSITIONS ARE COMPARED TO SIMILAR ONES THROUGHOUT THE STATE AND OR LIKE AREAS IN THE MIDWEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND MOST RECENT BOARD MINUTES ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
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