2014-08-12T10:44:58-05:00 2013-12-31 421243538 BERGAN PAULSEN & COMPANY PC PO BOX 2100 WATERLOO IA 507042100 990 2013-01-01 420801846 CEDAR VALLEY UNITED WAY CEDA 3192356211 425 CEDAR STREET No 300 WATERLOO IA 50701 SHEILA BAIRD PRESIDENT 3192356211 2014-08-07 1 DAVID A RICHTER CPA P00168204 3192346885 2013 2015-11-30 17:44:51Z SHEILA BAIRD 425 CEDAR STREET No 300 WATERLOO IA 50701 3017087 0 X WWW.CEDARVALLEYUNITEDWAY.ORG X 1923 IA FUNDING TO LOCAL IMPACT PARTNERS AS PART OF THE ORGANIZATION'S COMMUNITY PLAN FOCUSED ON ACHIEVING OUTCOMES IN THREE SPECIFIC AREAS (HELPING CHILDREN AND YOUTH SUCCEED; STRENGTHENING AND SUPPORTING VULNERABLE POPULATIONS, AND PROMOTING SELF-SUFFICIENCY AND POVERTY REDUCTION) DETERMINED TO BE ESSENTIAL IN IMPROVING PEOPLE'S LIVES AND STRENGTHENING THE COMMUNITY. 28 28 12 862 0 0 2230596 2959209 0 0 18090 18984 2396 -19620 2251082 2958573 2065479 2089208 0 0 530451 499247 0 0 268058 163588 207709 2759518 2796164 -508436 162409 3013255 3182547 1302112 1308995 1711143 1873552 X HELPING PEOPLE, CHANGING LIVES, MAKING COMMUNITY INVESTMENT COUNT. 0 0 2089208 2089208 FUNDING TO LOCAL IMPACT PARTNERS AS PART OF THE ORGANIZATION'S COMMUNITY PLAN FOCUSED ON ACHIEVING OUTCOMES IN THE AREAS OF EDUCATION, INCOME, AND HEALTH. THE ORGANIZATION IS INVESTED IN: ACADEMIC DEVELOPMENT & SUPPORT WITH GOALS TO HAVE CHILDREN - ENTER KINDERGARTEN READY TO LEARN - ARE ABLE TO READ AT GRADE LEVEL - TRANSITION THROUGH GRADES SUCCESSFULLY - ARE ABLE TO GRADUATE FROM HIGH SCHOOL - ARE ABLE TO SECURE SUSTAINABLE EMPLOYMENTACCESS TO COMMUNITY RESOURCES WITH GOALS TO HAVE RESIDENTS - KNOW WHERE TO TURN FOR HELP - CAN REMAIN IN THEIR HOME AND COMMUNITY - CAN ACCESS PROGRAMS TO HELP GAIN EMPLOYMENT - ARE ABLE TO REMAIN INDEPENDENTHEALTHY CHOICES WITH GOALS TO HAVE RESIDENTS - BECOME MORE ACTIVE - HAVE ACCESS TO HEALTHIER FOODS - TRY NEW ACTIVITIES AND FOODS - ARE ABLE TO REMAIN HEALTHYSEXUAL HEALTH WITH GOALS TO HAVE RESIDENTS - GAIN MORE KNOWLEDGE REGARDING HEALTHY CHOICES - MAKE INFORMED DECISIONS REGARDING THEIR HEALTH - HAVE ACCESS TO SPECIFIC AGE, GENDER AND RACE HEALTH INFORMATION - ARE ABLE TO REMAIN HEALTHYCHILD ABUSE AND DOMESTIC VIOLENCE PREVENTION & RECOVERY WITH GOALS TO HAVE RESIDENTS - LIVE A LIFE FREE FROM VIOLENCE AND NEGLECT - HAVE ADDITIONAL OPTIONS DURING CRISIS AND STRESS - HAVE A SAFETY PLAN WHEN NEEDEDACCESS TO HEALTH SERVICES WITH GOALS TO HAVE RESIDENTS- ACCESS APPROPRIATE MEDICAL SERVICES - ADDRESS CHRONIC AND ACUTE HEALTH NEEDS - ACCESS SUPPORTS FOR MENTAL ILLNESS - HAVE A SUPPORT GROUP AND ADVOCATE - ARE ABLE TO REMAIN INDEPENDENTDRUG AND ALCOHOL PREVENTION & RECOVERY WITH GOALS TO HAVE RESIDENTS - MAKE BETTER CHOICES - UNDERSTAND THE EFFECTS OF DRUGS AND ALCOHOL - HAVE LIMITED ACCESS TO HARMFUL SUBSTANCES - ABLE TO TRANSITION THROUGH RECOVERY - ABLE TO BE IN A SUPPORT GROUPINCOME SUPPORTS WITH GOALS TO HAVE RESIDENTS - ABLE TO MEET THEIR BASIC NEEDS - ABLE TO SECURE A LIVABLE WAGE JOB - HAVE ACCESS TO WORK SUPPORTS - ABLE TO RECOVER FROM A DISASTERPARENTING SUPPORTS WITH GOALS TO HAVE RESIDENTS - MAKE HEALTHY CHOICES WHEN PREGNANT - HAVE A SUPPORT SYSTEM - GAIN KNOWLEDGE ON PARENTING - ARE ABLE TO ACCESS SERVICES TO ALLOW FOR BOTH PARENTS TO BE PART OF A CHILD'S LIFEACCESS TO AFFORDABLE HOUSING WITH GOALS TO HAVE RESIDENTS - ABLE TO REDUCE THEIR EXPENSES RELATED TO HOUSING - ABLE TO REDUCE THEIR OUTSTANDING DEBT - ABLE TO ACCESS AFFORDABLE HOUSINGBUILDING SAVINGS WITH GOALS TO HAVE RESIDENTS -AVOID A FINANCIAL CRISIS - ABLE TO STAY EMPLOYED - ABLE TO CREATE THEIR OWN FINANCIAL PLAN. 281157 EXPENSES INCURRED BY THE ORGANIZATION TO ASSIST COMMUNITY NEEDS, PROVIDE OUTCOME MEASUREMENT TRAINING TO VARIOUS ENTITIES IN THE COMMUNITY, PROVIDE PROGRAM ASSESSMENT, REVIEW AND SELECTION, ADMINISTER GRANTS, PROVIDE FINANCIAL AND STEWARDSHIP OVERSIGHT OF GRANT RECIPIENTS, AND PARTICIPATE IN COMMUNITY PARTNERSHIPS TO ADVANCE COMMON GOALS. 2370365 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 12 0 0 0 0 0 0 1 1 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X LISA LEVENDUSKY 3192356211 425 CEDAR STREET SUITE 300 WATERLOO IA 50701 ABBOTT STEVE SECRETARY 1.00 X X 0 0 0 AMBRECHT SUE TREASURER 1.00 X X 0 0 0 BARRETT SAMANTHA DIRECTOR 0.50 X 0 0 0 BOTTRELL CYNTHIA DIRECTOR 0.50 X 0 0 0 BRATON DAVID DIRECTOR 0.50 X 0 0 0 CLINE CURT DIRECTOR 0.50 X 0 0 0 CYPHERT DALE DIRECTOR 0.50 X 0 0 0 DARRAH CARY DIRECTOR 0.50 X 0 0 0 DUSENBERY HOLLY DIRECTOR 0.50 X 0 0 0 DUVEN DAWN DIRECTOR 0.50 X 0 0 0 FAIRMAN KANE PAST CHAIR 1.00 X X 0 0 0 FROST WAYNE DIRECTOR 0.50 X 0 0 0 GILBERTSON DOUG DIRECTOR 0.50 X 0 0 0 GORMAN RICK DIRECTOR 0.50 X 0 0 0 GRIMES VICKI CHAIR 1.00 X X 0 0 0 HART QUENTIN DIRECTOR 0.50 X 0 0 0 HILDEBRANDT NICK DIRECTOR 0.50 X 0 0 0 HYERS CHRIS DIRECTOR 0.50 X 0 0 0 JUON SHARON VICE CHAIR 1.00 X X 0 0 0 KNIPP BETH DIRECTOR 0.50 X 0 0 0 LITTLE MARK DIRECTOR 0.50 X 0 0 0 MADSEN SCHMIT MARE DIRECTOR 0.50 X 0 0 0 MIDDLETON ROSE DIRECTOR 0.50 X 0 0 0 MILLER MEAGAN DIRECTOR 0.50 X 0 0 0 SHERIDAN RYAN DIRECTOR 0.50 X 0 0 0 VICH JOSEF DIRECTOR 0.50 X 0 0 0 ZUNIGA MEGAN DIRECTOR 0.50 X 0 0 0 WITHAM JASON DIRECTOR 0.50 X 0 0 0 BAIRD SHEILA PRESIDENT 40.00 X 86589 0 25271 LEVENDUSKY LISA FINANCE DIRECTOR 37.50 X 46233 0 23962 132822 0 49233 0 0 0 0 0 51361 2907848 41043 2959209 18984 18984 38894 51361 58514 -19620 -19620 2958573 0 0 -636 2089208 2089208 184663 82439 29422 72802 218109 95139 40649 82321 15886 3068 5244 7574 53029 27944 5665 19420 27560 12547 4315 10698 22282 22282 10993 10993 14974 14974 1376 1376 41226 3652 5222 32352 43470 19468 6834 17168 6142 303 3576 2263 6712 3237 1150 2325 29343 12925 5168 11250 7899 3554 1251 3094 1603 1603 MAINTENANCE OF EQUIPMEN 10780 1907 6292 2581 DUES & SUBCRIPTIONS 4469 4469 BANK FEES 2793 2793 VOLUNTEER RECOGNITION 227 39 188 3420 774 2646 2796164 2370365 157741 268058 118169 174083 1480383 1511240 1353376 1435136 11725 11961 80187 59903 22691 20284 26911 29843 3013255 3182547 34965 35045 1267147 1273950 1302112 1308995 X 616236 661618 1094907 1211934 1711143 1873552 3013255 3182547 162409 0 X 0 1 X 1 0 X 2770471 2475963 3251700 2230596 2959209 13687939 2770471 2475963 3251700 2230596 2959209 13687939 1481427 12206512 23522 19343 20778 18090 18984 100717 13788656 0.88530 0.93960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 80187 59903 20284 20284 X 2756269 61861 58514 120375 2635894 322679 322679 2958573 2593860 61861 58514 120375 2473485 322679 322679 2796164 Part X, Line 2: INCOME TAX RETURNS ARE SUBJECT TO UNCERTAIN TAX POSITIONS THAT MIGHT NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT ANNUALLY MAKES AN APPROPRIATE EVALUATION OF ANY UNCERTAIN TAX POSITIONS THAT MAY EXIST WITHIN THE ORGANIZATION'S TAX RETURN. AS OF DECEMBER 31,2013, MANAGEMENT BELIEVES THAT THERE WERE NO MATERIAL UNCERTAIN TAX POSITIONS THAT ARE REQUIRED TO BE RECORDED OR DISCLOSED. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR THE YEARS BEFORE 2010. Part XI, Line 2d - Other Adjustments: EXPENSES FOR GOLF CLASSIC AND RALLY FOR THE VALLEY EVENTS Part XI, Line 4b - Other Adjustments: DONOR DESIGNATIONS Part XII, Line 2d - Other Adjustments: EXPENSES FOR GOLF CLASSIC AND RALLY FOR THE VALLEY EVENTS Part XII, Line 4b - Other Adjustments: DONOR DESIGNATIONS GOLF CLASSIC 55266 30490 24776 22139 5439 978 RALLY FOR THE VALLEY 34989 20871 14118 17609 6519 5000 830 90255 51361 38894 39748 5439 7497 5000 830 58514 -19620 1 Allen College (ACE-SAP Clinic) 1825 LOGAN AVENUE WATERLOO IA 50703 420698265 501(c)(3) 13616 GRANT FOR SPECIFIC PROGRAM SUPPORT. Allen Hospital (Child Protective Center) 1825 LOGAN AVENUE WATERLOO IA 50703 420698265 501(c)(3) 54464 GRANT FOR SPECIFIC PROGRAM SUPPORT. American Red Cross - Hawkeye Chapter 2530 UNIVERSITY AVENUE WATERLOO IA 50701 530196605 501(c)(3) 32275 GRANT FOR SPECIFIC PROGRAM SUPPORT. Arc of Cedar Valley 760 ANSBOROUGH AVENUE WATERLOO IA 50701 426076654 501(c)(3) 22189 GRANT FOR SPECIFIC PROGRAM SUPPORT. ASPIRE 8100 KIMBALL AVENUE WATERLOO IA 50701 421477803 501(c)(3) 20171 GRANT FOR SPECIFIC PROGRAM SUPPORT. Big BrothersBig Sisters 2530 UNIVERSITY AVENUE WATERLOO IA 50701 420885714 501(c)(3) 40344 GRANT FOR SPECIFIC PROGRAM SUPPORT. Boys & Girls Club of the Cedar Valley 515 LIME STREET WATERLOO IA 50703 426083723 501(c)(3) 63541 GRANT FOR SPECIFIC PROGRAM SUPPORT. Buchanan County Volunteer Coop 309 FIRST STREET EAST INDEPENDENCE IA 50644 421369670 501(c)(3) 17146 GRANT FOR SPECIFIC PROGRAM SUPPORT. CASA 105 EAST 3RD STREET CITY HALL OTTUMWA IA 52501 421471727 501(c)(3) 20171 GRANT FOR SPECIFIC PROGRAM SUPPORT. CCDHouse of Hope 222 WALNUT STREET WATERLOO IA 50703 421397528 501(c)(3) 18155 GRANT FOR SPECIFIC PROGRAM SUPPORT. Cedar Valley Friends of the Family 220 10TH STREET SW SUITE 200 WAVERLY IA 50677 421390144 501(c)(3) 18155 GRANT FOR SPECIFIC PROGRAM SUPPORT. Cedar Valley Preschool 724 LANTZ CEDAR FALLS IA 50613 420956806 501(c)(3) 6051 GRANT FOR SPECIFIC PROGRAM SUPPORT. Communities in Schools 213 EAST 4TH STREET WATERLOO IA 50703 421444315 501(c)(3) 14625 GRANT FOR SPECIFIC PROGRAM SUPPORT. Community Housing Initiative 910 DECATHLON DRIVE WATERLOO IA 50701 421416426 501(c)(3) 12607 GRANT FOR SPECIFIC PROGRAM SUPPORT. Covenant 2101 KIMBALL AVENUE SUITE 121 WATERLOO IA 50702 421264647 501(c)(3) 10849 GRANT FOR SPECIFIC PROGRAM SUPPORT. Exceptional Persons Inc PO BOX 4090 WATERLOO IA 50704 420794846 501(c)(3) 56599 GRANT FOR SPECIFIF PROGRAM SUPPORT. Family & Children's Council 400 KWWL BUILDING WATERLOO IA 50703 421307663 501(c)(3) 81548 GRANT FOR SPECIFIC PROGRAM SUPPORT. Friends of Hartman Reserve 657 RESERVE DRIVE CEDAR FALLS IA 50613 421300110 501(c)(3) 25719 GRANT FOR SPECIFIC PROGRAM SUPPORT. Grin & Grow Ltd 505 FRANKLIN STREET WATERLOO IA 50703 421135299 501(c)(3) 48170 GRANT FOR SPECIFIC PROGRAM SUPPORT. Hawkeye Community College 1501 ORANGE ROAD WATERLOO IA 50702 426123782 501(c)(3) 36309 GRANT FOR SPECIFIC PROGRAM SUPPORT. Northeast Iowa Area Agency on Aging 2101 KIMBALL AVENUE SUITE 320 WATERLOO IA 50702 421621262 501(c)(3) 61524 GRANT FOR SPECIFIC PROGRAM SUPPORT. Iowa Legal Aid 708 FIRST NATIONAL BUILDING WATERLOO IA 50703 421254906 501(c)(3) 15129 GRANT FOR SPECIFIC PROGRAM SUPPORT. ISU Extension - BH County 3420 University Avenue WATERLOO IA 50701 426021396 501(c)(3) 8779 GRANT FOR SPECIFIC PROGRAM SUPPORT. Jesse Cosby Neighborhood Center 1112 MOBILE STREET WATERLOO IA 50703 421152638 501(c)(3) 22189 GRANT FOR SPECIFIC PROGRAM SUPPORT. Lutheran Services in Iowa 1510 LOGAN AVENUE WATERLOO IA 50703 420698203 501(c)(3) 46817 GRANT FOR SPECIFIC PROGRAM SUPPORT. NAMI 1825 LOGAN AVENUE WATERLOO IA 50703 421273380 501(c)(3) 5043 GRANT FOR SPECIFIC PROGRAM SUPPORT. NE Iowa Consumer Credit 1003 W 4TH STREET WATERLOO IA 50702 421236403 501(c)(3) 7565 GRANT FOR SPECIFIC PROGRAM SUPPORT. NE Iowa Food Bank 106 E 11TH STREET WATERLOO IA 50703 421169648 501(c)(3) 125317 GRANT FOR SPECIFIC PROGRAM SUPPORT. Operation Threshold PO BOX 4120 WATERLOO IA 50704 420982549 501(c)(3) 48329 GRANT FOR SPECIFIC PROGRAM SUPPORT. Pathways Behavioral Services 2222 FALLS AVENUE WATERLOO IA 50701 510245708 501(c)(3) 64550 GRANT FOR SPECIFIC PROGRAM SUPPORT. Peoples Community Health Clinic 905 FRANKLIN STREET WATERLOO IA 50703 421058629 501(c)(3) 80687 GRANT FOR SPECIFIC PROGRAM SUPPORT. Quakerdale 140 South Barclay WATERLOO IA 50703 420707117 501(c)(3) 17349 GRANT FOR SPECIFIC PROGRAM SUPPORT. Riverview 2600 Dodge Street Dubuque IA 52003 363920008 501(c)(3) 5086 GRANT FOR SPECIFIC PROGRAM SUPPORT. RSVP 2101 KIMBALL AVENUE SUITE 121 WATERLOO IA 50702 421264647 501(c)(3) 13818 GRANT FOR SPECIFIC PROGRAM SUPPORT. Salvation Army PO BOX 867 WATERLOO IA 50704 222406433 501(c)(3) 182050 GRANT FOR SPECIFIC PROGRAM SUPPORT. Seeds of Hope 804 1ST STREET GRUNDY CENTER IA 50638 421421212 501(c)(3) 46389 GRANT FOR SPECIFIC PROGRAM SUPPORT. Together for Youth 1825 LOGAN AVENUE WATERLOO IA 50703 421435199 501(c)(3) 78670 GRANT FOR SPECIFIC PROGRAM SUPPORT. Veridian Credit Union PO BOX 6000 WATERLOO IA 507046000 421132695 501(c)(3) 20171 GRANT FOR SPECIFIC PROGRAM SUPPORT. Visiting Nursing Association 2530 UNIVERSITY AVENUE WATERLOO IA 50701 420782546 501(c)(3) 92260 GRANT FOR SPECIFIC PROGRAM SUPPORT. Volunteer Center of Cedar Valley 2101 KIMBALL AVENUE SUITE 1414 WATERLOO IA 50702 421437273 501(c)(3) 15129 GRANT FOR SPECIFIC PROGRAM SUPPORT. Waypoint 318 Fifth Street SE Cedar Rapids IA 52401 420680307 501(c)(3) 10553 GRANT FOR SPECIFIC PROGRAM SUPPORT. WPC (Internal Program) 425 CEDAR STREET SUITE 300 WATERLOO IA 50701 420801846 501(c)(3) 5004 GRANT FOR SPECIFIC PROGRAM SUPPORT. YMCA 669 S HACKETT ROAD WATERLOO IA 50701 420681109 501(c)(3) 5043 GRANT FOR SPECIFIC PROGRAM SUPPORT. YWCA 425 LAFAYETTE STREET WATERLOO IA 50701 420680302 501(c)(3) 120526 GRANT FOR SPECIFIC PROGRAM SUPPORT. UNITED WAY OF EAST CENTRAL IOWA 1030 5TH AVENUE SE LOWER LEVEL CEDAR RAPIDS IA 52403 420861239 501(c)(3) 30600 GRANT FOR 211 PROGRAM. 45 0 Part I, Line 2: THE FUNDS ARE DISTRIBUTED ON A MONTHLY BASIS TO THE BOARD APPROVED AGENCIES FOR INDIVIDUAL PROGRAMS. EACH QUARTER THE AGENCY IS REQUIRED TO SUBMIT A REPORT OF USAGE AND OUTCOMES. IF A REPORT IS NOT RECEIVED, FUNDING IS SUSPENDED. SCHEDULE I TOTAL PER SCHEDULE I: $1,741,281 DONOR DESIGNATIONS: 322,679 COMMUNITY PARTNERS FUND EXP: 4,665 CHANGE IN ACCRUAL: 20,583 PART IX, LINE 1: $2,089,208 X 500 THRIFT SHOP VALUE X 3 5591 QUOTED MARKET PRICE X SPECIAL EVENT 157 30899 RETAIL VALUE X AUCTION ITEMS 62 4053 RETAIL VALUE 0 0 0 0 Part I, Column (b): NUMBER OF CONTRIBUTORS IS BASED ON THE NUMBER OF ITEMS CONTRIBUTED. Form 990, Part VI, Section B, line 11 A DRAFT COPY OF THE FORM 990 WAS SENT TO THE PRESIDENT AND FINANCE DIRECTOR FOR REVIEW. A FINAL COPY OF THE FORM 990 WAS SENT TO ALL BOARD MEMBERS. Form 990, Part VI, Section B, line 12c EACH STAFF PERSON AND BOARD MEMBER ARE ASKED TO SIGN A DOCUMENT INDICATING THEY ARE AWARE OF AND UNDERSTAND THE POLICY. THIS DISCLOSURE HAPPENS ON AN ANNUAL BASIS. THE ORGANIZATION ALSO HAS AN AGENDA ITEM AT THE BEGINNING OF EACH BOARD MEETING ASKING FOR CONFLICTS OF INTEREST ON THE AGENDA. Form 990, Part VI, Section B, line 15a CEDAR VALLEY UNITED WAY (CVUW) HAS DEVELOPED A POLICY TO ENSURE THAT EXECUTIVE COMPENSATION IS COMPETITIVE AND REASONABLE AS COMPARED TO OTHER NON-PROFIT ORGANIZATIONS AND UNITED WAYS OF SIMILAR SIZE AND CHARACTERISTICS. THE BENCHMARKS OF COMPARISON INCLUDE THE MOST RECENT UNITED WAY WORLDWIDE HUMAN CAPITAL STUDY AND/OR THE 990 DATA FOR LIKE SIZE AND GEOGRAPHIC LOCATION. COMPARISON MAY ALSO INCLUDE SELECTED LOCAL NONPROFIT ORGANIZATIONS. A POLICY HAS BEEN CREATED TO ENSURE FAIR AND CONSISTENT PRACTICES IN REGARD TO EXECUTIVE COMPENSATION AT CVUW AND TO COMPLY WITH ALL FEDERAL AND STATE LAWS. ENFORCEMENT AND ADMINISTRATIVE RESPONSIBILITIES FOR THIS POLICY RESTS WITH THE EXECUTIVE COMMITTEE. EACH YEAR THE EXECUTIVE COMMITTEE ASSESSES PERFORMANCE, BUDGET CONTROLS AND DATA TO MAKE DETERMINATIONS REGARDING EXECUTIVE COMPENSATION. COMPENSATION ELEMENTS INCLUDE: - SALARY - AUTOMOBILE ALLOWANCE - HEALTH, LIFE, DISABILITY INSURANCE - RETIREMENT CONTRIBUTION - MEMBERSHIPS INCLUDING ASSOCIATIONS - EDUCATIONAL CONFERENCES Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO PUBLIC UPON WRITTEN REQUEST.