UNITED WAY OF WINNESHIEK COUNTY INC: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF WINNESHIEK COUNTY INC (EIN 42-1104757)
- Tax period
- 2013-04-01 to 2014-03-31
- Filed
- 2014-08-04
- IRS object ID
- 201432169349200458
- Schema version
- 2013v3.1
- 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) |
|---|---|---|
| Return | 2014-08-04T08:46:43-05:00 | ReturnTs |
| Tax Period End | 2014-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421040336 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HACKER NELSON & CO PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 507 | AddressLine1 |
| City | DECORAH | City |
| State | IA | State |
| ZIP Code | 52101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421104757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINNESHIEK COUNTY UNITED FUND INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINN | BusinessNameControlTxt |
| Phone | 5633829661 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 165 | AddressLine1 |
| City | DECORAH | City |
| State | IA | State |
| ZIP Code | 52101 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM BOHR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5633829661 | PhoneNum |
| Signature | 2014-06-30 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NEIL W SCHRAEDER | PreparerPersonNm |
| PTIN | P00070334 | PTIN |
| Phone | 5633823637 | PhoneNum |
| Preparation | 2014-07-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.UNITEDWAYWINNCO.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $160,068 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $149,749 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $128 | InvestmentIncomeAmt |
| Fundraising Gross Income | $10,191 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $4,515 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $5,676 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $155,553 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $104,575 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $80 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $763 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $3,770 | OtherExpensesTotalAmt |
| Total Expenses | $109,188 | TotalExpensesAmt |
| Excess Or Deficit For Year | $46,365 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $40,316 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $19 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $86,700 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,316 | BOYAmt |
| EOY | $86,700 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,316 | BOYAmt |
| EOY | $86,700 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,316 | BOYAmt |
| EOY | $86,700 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO ENRICH LIVES IN THE WINNESHIEK COUNTY AREA BY PROVIDING LEADERSHIP, ADVOCACY, AND RESOURCES. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE ORGANIZATION HAS AN ASSOCIATION WITH THE UNITED WAY OF AMERICA. ITS PURPOSE IS TO RAISE FUNDS WITHIN WINNESHIEK COUNTY, IOWA AND THEN DISBURSE SUCH FUNDS TO ELIGIBLE NON-PROFIT AGENCIES WITHIN THE COUNTY. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $104,575 | GrantsAndAllocationsAmt |
| Program Service Expenses | $104,575 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $104,575 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (22 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| ELLEN MODERSOHN | ||
| BOARD MEMBER | 1.00 | $0 |
| JAMES MORROW | ||
| BOARD MEMBER | 1.00 | $0 |
| KIM BOHR | ||
| PRESIDENT | 1.00 | $0 |
| MARK JENSEN | ||
| BOARD MEMBER | 1.00 | $0 |
| AMY BRUENING | ||
| BOARD MEMBER | 1.00 | $0 |
| CAROL GAARD | ||
| BOARD MEMBER | 1.00 | $0 |
| TRISTA HALWEG | ||
| BOARD MEMBER | 1.00 | $0 |
| KAREN HENRY | ||
| BOARD MEMBER | 1.00 | $0 |
| SARAH THOMAS | ||
| BOARD MEMBER | 1.00 | $0 |
| LILLY JENSEN | ||
| BOARD MEMBER | 1.00 | $0 |
| DENISE DUFFY | ||
| BOARD MEMBER | 1.00 | $0 |
| SUE ENGLISH | ||
| BOARD MEMBER | 1.00 | $0 |
| TANYA O'CONNOR | ||
| BOARD MEMBER | 1.00 | $0 |
| CINDY SIMPSON | ||
| BOARD MEMBER | 1.00 | $0 |
| RHONDA SCHNITZLER | ||
| SECRETARY | 1.00 | $0 |
| GABRIELLE WHITE | ||
| BOARD MEMBER | 1.00 | $0 |
| JENNY WERNER | ||
| BOARD MEMBER | 1.00 | $0 |
| SARA BOLLMAN | ||
| BOARD MEMBER | 1.00 | $0 |
| TOM BUSHMAN | ||
| BOARD MEMBER | 1.00 | $0 |
| PEGGY LENSING | ||
| TREASURER | 1.00 | $0 |
| JENNIFER SOLAND | ||
| BOARD MEMBER | 1.00 | $0 |
| SARA THEILER | ||
| BOARD MEMBER | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PEGGY LENSING | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 165 | AddressLine1 |
| City | DECORAH | City |
| State | IA | State |
| ZIP Code | 52101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5633871531 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $114,076 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $144,022 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $137,515 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $141,997 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $149,749 | CurrentTaxYearAmt |
| Total | $687,359 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,855 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,209 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,031 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,893 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,319 | CurrentTaxYearAmt |
| Total | $59,307 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $123,931 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,231 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $151,546 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $155,890 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $160,068 | CurrentTaxYearAmt |
| Total | $746,666 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $746,666 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $338 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $372 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $171 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $112 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $128 | CurrentTaxYearAmt |
| Total | $1,121 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $338 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $372 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $171 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $112 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $128 | CurrentTaxYearAmt |
| Total | $1,121 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $124,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,603 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $151,717 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $156,002 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $160,196 | CurrentTaxYearAmt |
| Total | $747,787 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99850 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | NON-PROFIT AGENCIES OF WINN. COUNTY VARIOUS DECORAH, IA 52101 104,575 0 0 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING AND PROMOTION 1,178 OFFICE 995 DUES 149 AFFILIATION FEE 1,416 BANK CHARGES 32 TOTAL 3,770 |
| FORM 990-EZ, PART I, LINE 20 | UNREALIZED GAIN 19 |
| FORM 990-EZ, PART III | TO ENRICH LIVES IN THE WINNESHIEK COUNTY AREA BY PROVIDING LEADERSHIP, ADVOCACY, AND RESOURCES. |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (22 entries)
| ELLEN MODERSOHN |
| JAMES MORROW |
| KIM BOHR |
| MARK JENSEN |
| AMY BRUENING |
| CAROL GAARD |
| TRISTA HALWEG |
| KAREN HENRY |
| SARAH THOMAS |
| LILLY JENSEN |
| DENISE DUFFY |
| SUE ENGLISH |
| TANYA OCONNOR |
| CINDY SIMPSON |
| RHONDA SCHNITZLER |
| GABRIELLE WHITE |
| JENNY WERNER |
| SARA BOLLMAN |
| TOM BUSHMAN |
| PEGGY LENSING |
| JENNIFER SOLAND |
| SARA THEILER |