UNITED WAY OF WAPELLO COUNTY IOWA INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF WAPELLO COUNTY IOWA INC (EIN 42-0897349)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-20
- IRS object ID
- 201443249349300314
- 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 | 2014-11-20T09:32:10-08:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TD&T CPAs and Advisors PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 317 HIGH AVE E | AddressLine1 |
| City | OSKALOOSA | City |
| State | IA | State |
| ZIP Code | 525772823 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420897349 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF WAPELLO COUNTY IOWA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 6416821264 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1778 | AddressLine1 |
| City | OTTUMWA | City |
| State | IA | State |
| ZIP Code | 52501 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DESIREE JOHNSON | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amanda L Lane CPA | PreparerPersonNm |
| PTIN | P01257668 | PTIN |
| Phone | 6416722523 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $598,137 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WAPELLOCOUW.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | United Way of Wapello County advances the common good through sustainable, measurable improvements to our communities education, income, and health. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 784 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $204,339 | PYContributionsGrantsAmt |
| CY Contributions Grants | $539,531 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,410 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,954 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,058 | PYInvestmentIncomeAmt |
| CY Investment Income | $45,628 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,070 | PYOtherRevenueAmt |
| CY Other Revenue | $9,024 | CYOtherRevenueAmt |
| PY Total Revenue | $212,877 | PYTotalRevenueAmt |
| CY Total Revenue | $598,137 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $108,331 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $250,372 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $95,761 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $210,714 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $34,538 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $64,903 | PYOtherExpensesAmt |
| CY Other Expenses | $113,071 | CYOtherExpensesAmt |
| PY Total Expenses | $268,995 | PYTotalExpensesAmt |
| CY Total Expenses | $574,157 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$56,118 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $23,980 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,355,284 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,418,776 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $39,795 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,363 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,315,489 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,389,413 | NetAssetsOrFundBalancesEOYAmt |
| Mission | United Way of Wapello County advances the common good through sustainable, measurable improvements to our communities education, income, and health. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $334,205 | ExpenseAmt |
| Grant | $224,197 | GrantAmt |
| Revenue | $12,978 | RevenueAmt |
| Desc | COMMUNITY INVESTMENT - The community investment program of United Way of Wapello County invests the undesignated funds available to specific programs provided by 501(C)(3) not-for-profit organizations and United Way. The Community Impact work of United Way includes collaborating with other organizations to develop programs and community initiatives coordinating and providing gifts-in-kind initiatives, agency program and fiscal evaluation and feedback, and non-profit capacity building and leadership development. United Way of Wapello County impact priorities include: Children are ready to succeed in school, families are financially stable and independent; Youth and adults are healthy and avoid risky behaviors. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $85,426 | ExpenseAmt |
| Desc | VOLUNTEER CENTER - Provides individual training, recruitment and placement of volunteers in our community. The Volunteer Center also implements annual Day of Action, Day of Caring and Days of Service that utilizes over 400 volunteers throughout the community. The Volunteer Center provides skill building to volunteer managers by offering a Volunteer Management Certification Program and monthly Directors of Volunteers in Organizations trainings. The program helps build the capacity of organizations to more effectively engage and utilize volunteers. The program served 819 people during the fiscal year. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $26,175 | ExpenseAmt |
| Grant | $26,175 | GrantAmt |
| Desc | INDIVIDUAL DONOR DIRECTED CONTIRIBUTION PROGRAM - Provided as a service to the United Way donors, United Way serves as an agent to forward donor directed contributions to 501(c)(3) not-for-profit organizations who provide health and human services programming. Organizations must have a physical presence in the state of Iowa and serve Iowa residents. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $445,806 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICHOLE CHICKERING | PersonNm |
| Phone | 6416821264 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10596 BLADENSBURG ROAD | AddressLine1 |
| City | OTTUMWA | City |
| State | IA | State |
| ZIP Code | 52501 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| LOUIS FERNANDEZ | |||||||
| Director | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PAM FRAZIER | |||||||
| Director | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANDY HANSEN OUT 1013 | |||||||
| Director | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TONY FLODEN | |||||||
| Chairman | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JERMAINE HARRIS OUT 114 | |||||||
| Director | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN DOSTAL | |||||||
| Director | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| AARON O'BRIEN | |||||||
| Treasurer | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NEWELL PALEN | |||||||
| Director | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF HUTTON OUT 514 | |||||||
| Director | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREA SHULLAW | |||||||
| Director | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH WENKE | |||||||
| frmr chairman | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRIAN MCWILLIAMS | |||||||
| vice chairman | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SAUNJA TOWNSEND | |||||||
| Director | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ED WILSON | |||||||
| Director | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD SCHLOTTER | |||||||
| Director | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DESIREE JOHNSON | |||||||
| President & CEO | 40.00 | 0.00 | $59,007 | $0 | $3,657 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $59,007 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $3,657 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $539,531 | AllOtherContributionsAmt |
| Noncash Contributions | $3,683 | NoncashContributionsAmt |
| Total Contributions | $539,531 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,954 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,954 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,954 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,628 | TotalRevenueColumnAmt |
| Exclusion | $45,628 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,024 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,024 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,024 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $598,137 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,978 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $45,628 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,372 | TotalAmt |
| Program Services | $250,372 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,854 | TotalAmt |
| Program Services | $19,456 | ProgramServicesAmt |
| Management And General | $37,615 | ManagementAndGeneralAmt |
| Fundraising | $7,783 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,136 | TotalAmt |
| Program Services | $102,125 | ProgramServicesAmt |
| Management And General | $11,913 | ManagementAndGeneralAmt |
| Fundraising | $6,098 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,520 | TotalAmt |
| Program Services | $9,375 | ProgramServicesAmt |
| Management And General | $1,673 | ManagementAndGeneralAmt |
| Fundraising | $472 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,204 | TotalAmt |
| Program Services | $9,801 | ProgramServicesAmt |
| Management And General | $3,551 | ManagementAndGeneralAmt |
| Fundraising | $852 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,844 | TotalAmt |
| Management And General | $7,844 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,930 | TotalAmt |
| Management And General | $8,930 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,861 | TotalAmt |
| Program Services | $2,009 | ProgramServicesAmt |
| Management And General | $4,996 | ManagementAndGeneralAmt |
| Fundraising | $3,856 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,614 | TotalAmt |
| Program Services | $10,568 | ProgramServicesAmt |
| Management And General | $5,637 | ManagementAndGeneralAmt |
| Fundraising | $1,409 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,342 | TotalAmt |
| Program Services | $4,852 | ProgramServicesAmt |
| Management And General | $1,490 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,471 | TotalAmt |
| Program Services | $5,471 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,997 | TotalAmt |
| Program Services | $1,391 | ProgramServicesAmt |
| Management And General | $6,606 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $23,892 | $21,980 | $1,076 | $836 |
| Printing and Publications | $15,805 | $1,264 | $1,581 | $12,960 |
| DUES & SUBSCRIPTIONS | $7,763 | $7,142 | $349 | $272 |
| BAD DEBTS | $552 | $552 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,157 | TotalAmt |
| Program Services | $445,806 | ProgramServicesAmt |
| Management And General | $93,813 | ManagementAndGeneralAmt |
| Fundraising | $34,538 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,978 | BOYAmt |
| EOY | $327,195 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,036 | BOYAmt |
| EOY | $257,312 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,505 | BOYAmt |
| EOY | $122,285 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,300 | BOYAmt |
| EOY | $1,300 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $64,474 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $47,259 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,164 | BOYAmt |
| EOY | $17,215 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $640,759 | BOYAmt |
| EOY | $690,703 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,542 | BOYAmt |
| EOY | $2,766 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,355,284 | BOYAmt |
| EOY | $1,418,776 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,904 | BOYAmt |
| EOY | $6,391 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,891 | BOYAmt |
| EOY | $22,972 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,795 | BOYAmt |
| EOY | $29,363 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $674,730 | BOYAmt |
| EOY | $698,274 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $640,759 | BOYAmt |
| EOY | $691,139 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,315,489 | BOYAmt |
| EOY | $1,389,413 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,355,284 | BOYAmt |
| EOY | $1,418,776 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $23,980 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $49,944 | NetUnrlzdGainsLossesInvstAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $799,856 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $635,160 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $548,615 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $204,339 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $539,531 | CurrentTaxYearAmt |
| Total | $2,727,501 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $799,856 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $635,160 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $548,615 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $204,339 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $539,531 | CurrentTaxYearAmt |
| Total | $2,727,501 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $904,927 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,822,574 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,778 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,810 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,235 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,058 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,628 | CurrentTaxYearAmt |
| Total | $74,509 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,802,010 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $18,458 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65050 | PublicSupportCY170Pct |
| Public Support PY170 | 0.64220 | 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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,474 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,259 | DepreciationAmt |
| Book Value | $17,215 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,215 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $690,703 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DESIGNATIONS PAYABLE | $20,244 |
| HEALTH INSURANCE | $2,728 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $22,972 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $648,081 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $49,944 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $49,944 | RevenueNotReportedAmt |
| Revenue Subtotal | $598,137 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $598,137 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $574,157 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $574,157 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $574,157 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X : FIN48 Footnote | FormAndLineReferenceDesc |
| Explanation | The Organization is organized as a nonprofit corporation under the provisions of 504A of the 1991 Code of Iowa, and is exempt from federal income tax on related income under Section 501(a) of the Internal Revenue Code as an organization described in Section 501(c)(3). The Organization had no unrelated business taxable income during the year. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes it is no longer subject to income tax examinations for years ended prior to June 30, 2011. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN HOME FINDING | |||||||||
| 217 E FIFTH ST | OTTUMWA | IA | 52501 | 420713654 | 501(C)(3) | $27,386 | $0 | FAIR VALUE | COMMUNITY IMPACT, EDUCATION, INCOME |
| AMERICAN RED CROSS | |||||||||
| 408 E MAIN STREET | OTTUMWA | IA | 52501 | 420703249 | 501(C)(3) | $11,819 | $0 | FAIR VALUE | COMMUNITY IMPACT, EDUCATION, INCOME |
| CRISIS CENTER | |||||||||
| PO BOX 446 | OTTUMWA | IA | 52501 | 421115481 | 501(C)(3) | $10,280 | $0 | FAIR VALUE | COMMUNITY IMPACT, EDUCATION, INCOME |
| FOOD BANK OF SOUTHERN IOWA | |||||||||
| 225 S BENTON ST | OTTUMWA | IA | 52501 | 421207197 | 501(C)(3) | $15,243 | $0 | FAIR VALUE | COMMUNITY IMPACT, EDUCATION, INCOME |
| FRIENDS OF IOWA CASA | |||||||||
| 105 EAST THIRD STREET | OTTUMWA | IA | 52501 | 421471727 | 501(C)(3) | $7,620 | $0 | FAIR VALUE | COMMUNITY IMPACT, EDUCATION, INCOME |
| HOSPICE | |||||||||
| 927 E PENNSYLVANIA AVE | OTTUMWA | IA | 52501 | 421201179 | 501(C)(3) | $41,183 | $0 | FAIR VALUE | COMMUNITY IMPACT, EDUCATION, INCOME |
| IOWA LEGAL AID | |||||||||
| 112 EAST THIRD STREET | OTTUMWA | IA | 52501 | 421079227 | 501(C)(3) | $6,170 | $0 | FAIR VALUE | COMMUNITY IMPACT, EDUCATION, INCOME |
| SIEDA COMMUNITY ACTION | |||||||||
| 226 WEST MAIN ST | OTTUMWA | IA | 52501 | 420923813 | 501(C)(3) | $54,000 | $0 | FAIR VALUE | BASIC NEEDS PROGRAM SERVICES CONT |
| SOUTHERN IOWA MENTAL HEALTH | |||||||||
| 110 E MAIN STREET | OTTUMWA | IA | 52501 | 420926783 | 501(C)(3) | $25,354 | $0 | FAIR VALUE | COMMUNITY IMPACT, EDUCATION, INCOME |
| TENCO | |||||||||
| 710 GATEWAY DRIVE | OTTUMWA | IA | 52501 | 420919509 | 501(C)(3) | $32,939 | $0 | FAIR VALUE | COMMUNITY IMPACT, EDUCATION, INCOME |
| YMCA | |||||||||
| 611 NORTH HANCOCK ST | OTTUMWA | IA | 52501 | 420725202 | 501(C)(3) | $46,074 | $0 | FAIR VALUE | COMMUNITY IMPACT, EDUCATION, INCOME |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | REQUEST DOCUMENTATION FROM RECIPIENTS INCLUDING FINANCIAL STATEMENTS ETC TO MONITOR GRANTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE FORM 990 AT LEAST ONE WEEK PRIOR TO THE BOARD MEETING IN WHICH THE BOARD APPROVES THE DRAFT COPY. AFTER THE COMMITTEE RECOMMENDS THE FORM 990 BE ACCEPTED, EACH BOARD MEMBER RECEIVES AND REVIEWS AN ELECTRONIC COPY PRIOR TO THE BOARD MEETING. THE BOARD THEN VOTES TO APPROVE AND FILE THE 990. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Each individual shall annually review this policy and recertify their compliance to it. Individuals will complete the attached Conflict or Duality of Interest questionnaire and return it to the UWWC President. Subsequently, the signed statement will be reviewed by the Executive Committee and kept on file for the duration of the Board Member's term or the Staff Member's employment or the Volunteers active status. This annual disclosure is intended to provide administrators, volunteers and staff with a systematic, ongoing method of identifying potential conflicts or dualities of interest. It is recognized that dualities or conflicts of interest are inevitable in a community of our size; however, the Board must be assured that such dualities or conflicts do not diminish the achievement of the UWWC mission and objectives.A duality or conflict-of-interest can be considered to exist in any instance where the actions or activities of an individual may also involve the obtaining of a personal gain or advantage or result in an adverse effect on UWWC's interests. Each individual is to list all potential conflicts or dualities of interest; however, this does not necessarily mean that corrective action is necessary. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | THE PRESIDENT AND CEO COMPENSATION IS RECOMMENDED TO THE FULL BOARD BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FACTORS AFFECTING COMPENSATION DECISIONS ARE: (1) AN ASSESSMENT REGARDING ATTAINMENT OF ORGANIZATIONAL GOALS AND OBJECTIVES, AND (2) INDEPENDENT MARKET DATA FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS. ORGANIZATIONAL GOALS ARE ESTABLISHED AT THE BEGINNING OF THE FISCAL YEAR AND AGREED TO BY THE PRESIDENT AND CEO AND BOARD CHAIR, WITH SIGNIFICANT INPUT FROM THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. COMPENSATION DECISIONS ARE DOCUMENTED IN THE ORGANIZATIONS' BOOKS AND RECORDS. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. CONFLICT OF INTEREST POLICY, WHISTLE BOWER POLICY, FORM 990, AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE UNITED WAY OF WAPELLO COUNTY WEB SITE. |
| Form 990, Part XII, Line 2: Change of Oversight or Selection Process | THE ORGANIZATION'S AUDIT COMMITTEE HAS PRIMARY RESPONSIBILITY FOR THE AUDIT, REVIEW, AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE AUDIT AND EXECUTIVE COMMITTEE, ALONG WITH THE BOARD OF DIRECTORS, MEET TO REVIEW AND DISCUSS THE INDEPENDENT AUDITOR'S REPORT WITH THE AUDITORS. THE REPORT IS APPROVED AT THE BOARD MEETING BEFORE ISSUANCE. |