UPPER DES MOINES OPPORTUNITY INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UPPER DES MOINES OPPORTUNITY INC (EIN 42-0923424)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-03-10
- IRS object ID
- 201400699349300610
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-10T12:50:01-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390758449 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420923424 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPPER DES MOINES OPPORTUNITY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UPPE | NameControl |
| Phone | 7128593885 | Phone |
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 | 513420519 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMEY WHITNEY | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 7128593885 | Phone |
| Date Signed | 2014-03-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DENES TOBIE | Name |
| PTIN | P00200892 | PTIN |
| Phone | 6082741980 | Phone |
| Date Prepared | 2014-03-04 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMEY WHITNEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 ROBINS STREET PO BOX 519 | AddressLine1 |
| City | GRAETTINGER | City |
| State | IA | State |
| ZIP Code | 513420519 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13003347 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UDMO.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | IA | StateLegalDomicile |
| Activity Or Mission Description | TO BUILD STRONGER COMMUNITIES BY ADDRESSING THE EFFECTS OF POVERTY ON INDIVIDUALS & FAMILIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 173 | TotalNbrEmployees |
| Total Nbr Volunteers | 3496 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 15235736 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 12522323 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 373835 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 406214 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -51697 | InvestmentIncomePriorYear |
| Investment Income Current Year | 28262 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 36386 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 15557874 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12993185 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 5268624 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4311076 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7141674 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6884586 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1459 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2061855 | OtherExpensePriorYear |
| Other Expenses Current Year | 1941872 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14472153 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13137534 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1085721 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -144349 | RevenuesLessExpensesCY |
| Total Assets BOY | 4242684 | TotalAssetsBOY |
| Total Assets EOY | 3822848 | TotalAssetsEOY |
| Total Liabilities BOY | 939424 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 663937 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3303260 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3158911 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4789872 | Expense |
| Grants | 0 | Grants |
| Revenue | 872 | Revenue |
| Description | 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 691 CHILDREN AND THEIR FAMILIES DURING THE 2012-2013 PROGRAM YEAR. HEAD START WAS FUNDED TO SERVE 344 CHILDREN (312 AFTER SEQUESTRATION) 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 391 CHILDREN SERVED BY HEAD START, 72% LIVED IN FAMILIES WITH INCOMES BELOW 100% OF POVERTY, 18% LIVED IN FAMILIES BETWEEN 100 AND 130% OF POVERTY, 6% LIVED IN FAMILIES ABOVE 130% OF POVERTY, 1% RECEIVED PUBLIC ASSISTANCE, AND 2% WERE IN FOSTER CARE AND 1% WERE HOMELESS. OF THE 240 CHILDREN SERVED BY EARLY HEAD START, 83% LIVED IN FAMILIES WITH INCOMES BELOW 100% OF POVERTY AND 9% LIVED IN FAMILIES WITH INCOMES BETWEEN 100% AND 130% OF POVERTY, AND 8% RECEIVED PUBLIC ASSISTANCE. HEAD START SERVED 12.8% OF CHILDREN WITH DISABILITIES. EARLY HEAD START SERVED 18.1% 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4385096 | Expense |
| Grants | 3833990 | Grants |
| Revenue | 11041 | Revenue |
| Description | 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 2013 FISCAL YEAR, A TOTAL OF $1,350,819 WAS EXPENDED TO WEATHERIZE 137 HOMES IN UDMO'S 12-COUNTY SERVICE AREA. THE AVERAGE PER HOME WAS APPROXIMATELY $9,860.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 THE 2013 FISCAL YEAR UDMO PROVIDED LIHEAP ASSISTANCE TO 6,054 HOUSEHOLDS IN UDMO'S 12-COUNTY SERVICE AREA. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1192982 | Expense |
| Grants | 310092 | Grants |
| Revenue | 19955 | Revenue |
| Description | 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. | Description |
Activity Other ActivityOther (5 entries)
| ExpenseExpense | GrantsGrants | RevenueRevenue | DescriptionDescription |
|---|---|---|---|
| 743979 | 0 | 0 | FOOD PROGRAMS |
| 612945 | 158339 | 269890 | OUTREACH |
| 444597 | 0 | 6799 | HEALTH SERVICES |
| 121166 | 8655 | 97657 | RENTAL HOUSING FACILITIES FOR LOW TO MODERATE INCOME HOUSEHOLDS. |
| 51837 | 0 | 0 | CORPORATE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1974524 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 166994 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 374346 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 12342474 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 241 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 173 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRAVIS EDWARDS FISCAL DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7128593885 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 ROBINS STREET PO BOX 519 | AddressLine1 |
| City | GRAETTINGER | City |
| State | IA | State |
| ZIP Code | 513420519 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (39 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| MARDI ALLEN | |||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| KIM ALSTOTT | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DON ALTENA | |||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| LINDA ANKENY | |||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| DOUG BAILEY | |||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| LUCAS BEENKEN | |||||||
| BOARD MEMBER (OCT-DEC) | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| GLENN BOHMER | |||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| CHERI CERWICK | |||||||
| BOARD MEMBER (OCT-FEB) | 1.00 | X | 0 | 0 | 0 | ||
| JILL CONLIN | |||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| JIM DEBOOM | |||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| CLARK FLETCHER | |||||||
| BOARD MEMBER (OCT-DEC) | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| ELANO GAFFEY | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| RON GRAETTINGER | |||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| KATRINA HELLER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| HARLEY HETT | |||||||
| BOARD MEMBER (OCT-DEC) | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| JOYCE HUGHES | |||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| BRETT JOHNSON | |||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| MARY ANN JOHNSON | |||||||
| BOARD MEMBER (OCT-FEB) | 1.00 | X | 0 | 0 | 0 | ||
| SANDY JOHNSON | |||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| BEVERLY JUHL | |||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| LAVONNE KIRK | |||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| BURLIN MATHEWS | |||||||
| BOARD MEMBER (OCT-AUG) | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| DAN MCCAIN | |||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| KIM MOTL | |||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| CARLA PALSROK | |||||||
| BOARD MEMBER (OCT-AUG) | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| RICK PEDERSEN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| LARRY PEDLEY | |||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| REV DR FRAN PETTIGREW | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| RICK RASMUSSEN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| BOB SINGER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JOW SKOW | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| RON SMITH | |||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| LATRELLE STAPLETON | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| VINCENT TRIGGS | |||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| JAYSON VANDEHOEF | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DAVID SCOTT | |||||||
| PRESIDENT | 1.00 | 1.00 | X | 0 | 0 | 0 | X |
| CAROLANN FULLERTON | |||||||
| SECRETARY/TREASURER | 1.00 | 1.00 | X | 0 | 0 | 0 | X |
| JAMEY WHITNEY | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 1.00 | 78178 | 0 | 11365 | X | |
| TRAVIS EDWARDS | |||||||
| FISCAL DIRECTOR | 40.00 | 1.00 | 78629 | 0 | 12850 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 156807 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 24215 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| FM SERVICES | |||||
| 635 SUMMIT AVE | FARNHAMVILLE | IA | 50538 | WEATHERIZATION SERVICES | 137586 |
| SCHELLING CONSTRUCTION INC | |||||
| 44 14TH ST NW | SIOUX CENTER | IA | 51250 | APARTMENT REHABILITATION | 124054 |
| BERGMEIER CONSTRUCTION | |||||
| 410 B AVE | WALFORD | IA | 52351 | WEATHERIZATION SERVICES | 114197 |
| WILLIAMS CONTRACTOR INC | |||||
| 601 CLINTON ST | LESTER | IA | 51242 | WEATHERIZATION SERVICES | 107027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Government Grants | 11946894 | GovernmentGrants |
| All Other Contributions | 575429 | AllOtherContributions |
| Total Contributions | 12522323 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| OUTREACH REVENUE | 624100 | 269890 | 269890 |
| LOW INCOME RENTAL | 531110 | 97657 | 97657 |
| COMMUNITY SERVICES | 624200 | 19955 | 19955 |
| WEATHERIZATION/ENERGY ASSIST | 624200 | 11041 | 11041 |
| HEALTH SERVICES | 624100 | 6799 | 6799 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 872 | TotalRevenueColumn |
| Related Or Exempt Function Income | 872 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 406214 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2796 | TotalRevenueColumn |
| Exclusion | $2,796 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 31435 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 31435 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31435 | TotalRevenueColumn |
| Exclusion | $31,435 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 35628 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 10162 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 25466 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25466 | TotalRevenueColumn |
| Exclusion | $25,466 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4951 | TotalRevenueColumn |
| Exclusion | $4,951 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4951 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12993185 | TotalRevenueColumn |
| Related Or Exempt Function Income | 406214 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $64,648 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4311076 | Total |
| Program Services | 4311076 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203696 | Total |
| Management And General | 203696 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5036454 | Total |
| Program Services | 4781813 | ProgramServices |
| Management And General | 253541 | ManagementAndGeneral |
| Fundraising | 1100 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 384523 | Total |
| Program Services | 358402 | ProgramServices |
| Management And General | 26037 | ManagementAndGeneral |
| Fundraising | 84 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 855765 | Total |
| Program Services | 797633 | ProgramServices |
| Management And General | 57945 | ManagementAndGeneral |
| Fundraising | 187 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 404148 | Total |
| Program Services | 376695 | ProgramServices |
| Management And General | 27365 | ManagementAndGeneral |
| Fundraising | 88 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2565 | Total |
| Program Services | 355 | ProgramServices |
| Management And General | 2210 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32150 | Total |
| Program Services | 450 | ProgramServices |
| Management And General | 31700 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152940 | Total |
| Program Services | 152940 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8375 | Total |
| Program Services | 7522 | ProgramServices |
| Management And General | 853 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 624005 | Total |
| Program Services | 560483 | ProgramServices |
| Management And General | 63522 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24262 | Total |
| Program Services | 21792 | ProgramServices |
| Management And General | 2470 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 383058 | Total |
| Program Services | 344063 | ProgramServices |
| Management And General | 38995 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 227310 | Total |
| Program Services | 204170 | ProgramServices |
| Management And General | 23140 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41019 | Total |
| Program Services | 36843 | ProgramServices |
| Management And General | 4176 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 266308 | Total |
| Program Services | 239198 | ProgramServices |
| Management And General | 27110 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49967 | Total |
| Program Services | 41242 | ProgramServices |
| Management And General | 8725 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| REGISTRATIONS | 17446 | 17446 | |
| BOARD COSTS | 12478 | 12478 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99989 | Total |
| Program Services | 90351 | ProgramServices |
| Management And General | 9638 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13137534 | Total |
| Program Services | 12342474 | ProgramServices |
| Management And General | 793601 | ManagementAndGeneral |
| Fundraising | 1459 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6275 | BOY |
| EOY | 5925 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1053720 | BOY |
| EOY | 994023 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 654877 | BOY |
| EOY | 547495 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92267 | BOY |
| EOY | 34205 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6764 | BOY |
| EOY | 330 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72691 | BOY |
| EOY | 74418 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48339 | BOY |
| EOY | 56492 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3679344 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1569384 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2307751 | BOY |
| EOY | 2109960 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4242684 | BOY |
| EOY | 3822848 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 706100 | BOY |
| EOY | 443996 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 227794 | BOY |
| EOY | 211126 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5530 | BOY |
| EOY | 8815 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 939424 | BOY |
| EOY | 663937 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3022583 | BOY |
| EOY | 2908962 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 280677 | BOY |
| EOY | 249949 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3303260 | BOY |
| EOY | 3158911 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4242684 | BOY |
| EOY | 3822848 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -144349 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14305862 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17291413 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16908035 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15235736 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12522323 | CurrentTaxYear |
| Total | 76263369 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14305862 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17291413 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16908035 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15235736 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12522323 | CurrentTaxYear |
| Total | 76263369 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 76263369 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15694 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13169 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10641 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4732 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34231 | CurrentTaxYear |
| Total | 78467 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 76341836 | TotalSupport |
| Gross Receipts From Admissions Etc | 2429861 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99900 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99890 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Beginning Balance | 187742 | BeginningBalance |
| Additions During Year | 483301 | AdditionsDuringYear |
| Distributions During Year | 533898 | DistributionsDuringYear |
| Ending Balance | 137145 | EndingBalance |
| Included On FS | 0 | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 147600 | OtherCostOrOtherBasis |
| Book Value | 147600 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2502478 | OtherCostOrOtherBasis |
| Depreciation | 697503 | Depreciation |
| Book Value | 1804975 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1029266 | OtherCostOrOtherBasis |
| Depreciation | 871881 | Depreciation |
| Book Value | 157385 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2109960 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITY DEPOSITS | Description |
| Amount | $8,815 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 8815 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 13716974 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 723789 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 723789 | RevenueNotRptdF990 |
| Revenue Subtotal | 12993185 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 12993185 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13861323 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 723789 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 723789 | ExpensesNotRptdF990 |
| Expenses Subtotal | 13137534 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 13137534 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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, 2013, 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, 2010 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| ENERGY ASSISTANCE | 6458 | 3833990 |
| HOUSING ASSISTANCE | 23 | 8655 |
| COMMUNITY SERVICE ASSISTANCE | 563 | 310092 |
| OUTREACH ASSISTANCE | 21272 | 158339 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION FOLLOWS FEDERAL COMPLIANCE STANDARDS IN MONITORING GRANTS AND ASSISTANCE. THIS INCLUDES MONITORING VISITS OR OTHER FOLLOW UP WITH RECIPIENTS OF GRANT ASSISTANCE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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. 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UDMO FOUNDATION INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 ROBINS STREET PO BOX 519 | AddressLine1 |
| City | GRAETTINGER | City |
| State | IA | State |
| ZIP Code | 513420519 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043845006 | EIN |
| Primary Activities | PRIVATE FOUNDATION | PrimaryActivities |
| Legal Domicile State | IA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | PF | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPPER DES MOINES OPPORTUNITY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATION: | ReturnReference |
| Explanation | DURING FISCAL YEAR 2013, UPPER DES MOINES OPPORTUNITY, INC. DISSOLVED UDMO FOUNDATION, INC. | Explanation |
Comments