2013-11-15T12:01:34-08:00 2012-12-31 TD&T FINANCIAL GROUP PC 317 HIGH AVE E OSKALOOSA IA 525772823 990 2012-01-01 420897349 UNITED WAY OF WAPELLO COUNTY IOWA INC UNIT 6416821264 PO BOX 1778 OTTUMWA IA 52501 DESIREE JOHNSON 2013-11-15 true Darcee M Ayers CPA P00498801 6416722523 2012 2016-02-25 16:41:14Z 577105 false false X WWW.WAPELLOCOUW.ORG X 1965 IA United Way of Wapello County advances the common good through sustainable, measurable improvements to our communities education, income, and health. 19 19 4 386 0 548615 565711 440 715 8235 7662 2859 3017 560149 577105 429860 373890 0 134378 167712 0 24643 109119 75631 673357 617233 -113208 -40128 1451724 1422326 58948 54148 1392776 1368178 United Way of Wapello County advances the common good through sustainable, measurable improvements to our communities education, income, and health. false false 426609 326202 3382 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. 47688 47688 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. 43765 350 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. 518062 true true false false false false false false false false true true false false true true true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false true 0 0 false 4 true false false false false false false false false 0 false false false false false false false false false false X 19 19 false false false false true true false true true false false true true true true true true false false false X X NICHOLE CHICKERING 6416821264 10596 BLADENSBURG ROAD OTTUMWA IA 52501 NICHOL TOOMIRE 1.50 0.00 X 0 0 0 DAVID BOWEN 1.50 0.00 X 0 0 0 ED WILSON 1.50 0.00 X X 0 0 0 SAUNJA TOWNSEND 1.50 0.00 X 0 0 0 CONNIE WILSON 1.50 0.00 X 0 0 0 BRIAN MCWILLIAMS 1.50 0.00 X 0 0 0 JEFF HUTTON 1.50 0.00 X 0 0 0 JERMAINE HARRIS 1.50 0.00 X 0 0 0 SARAH WENKE 1.50 0.00 X X 0 0 0 ANDREA SHULLAW 1.50 0.00 X 0 0 0 MATT MARTIN 1.50 0.00 X 0 0 0 NEWELL PALEN 1.50 0.00 X 0 0 0 AARON O'BRIEN 1.50 0.00 X X 0 0 0 BRIAN DOSTAL 1.50 0.00 X 0 0 0 SARAH BEADLE 1.50 0.00 X 0 0 0 TONY FLODEN 1.50 0.00 X X 0 0 0 ANDY HANSEN 1.50 0.00 X 0 0 0 PAM FRAZIER 1.50 0.00 X 0 0 0 LOUIS FERNANDEZ 1.50 0.00 X 0 0 0 DESIREE JOHNSON 40.00 0.00 X 48757 0 5942 48757 5942 0 false false false 0 565711 5234 565711 VOLUNTEER CONNECTION 900099 350 350 OTHER 900099 365 365 715 7662 7662 0 0 0 0 0 0 0 MISCELLANEOUS 900099 3017 3017 3017 577105 3732 7662 373890 373890 0 0 0 54699 18598 28990 7111 0 101025 70147 25143 5735 0 984 662 260 62 11004 6271 3825 908 0 0 0 0 0 0 5942 5942 0 2054 380 945 729 0 0 16959 10175 5427 1357 7238 3010 4228 0 0 0 0 8316 1946 6370 0 OTHER EXPENSES 8307 7517 445 345 DUES AND SUBSCRIPTIONS 9717 8940 437 340 POSTAGE, SHIPPING, PRINTING 9824 786 982 8056 DIRECT GRANT EXPENSE 14612 14612 -7338 -7338 617233 516934 75656 24643 168972 167794 219370 225512 411140 364050 2258 2600 0 0 0 0 0 55648 35052 27317 20596 0 621798 640759 0 0 869 1015 1451724 1422326 1589 58948 52559 58948 54148 X 389296 460804 1003480 907374 1392776 1368178 1451724 1422326 X -40128 61182 -3429 -42223 X X false true X true false X 619092 799856 635160 548615 565711 3168434 0 0 619092 799856 635160 548615 565711 3168434 1052652 2115782 19395 9778 7810 8235 7662 52880 0 0 3221314 3732 0.65680 0.64740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55648 35052 20596 20596 640759 DESIGNATIONS PAYABLE 52559 52559 X 638287 61182 61182 577105 577105 617233 617233 617233 Part X Part X : FIN48 Footnote 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 prior to 2009. true YMCA 616 NORTH HANCOCK ST OTTUMWA IA 52501 420725202 501(C)3 69803 0 FAIR VALUE COMMUNITY IMPACT, EDUCATION, INCOME TENCO 710 GATEWAY DRIVE OTTUMWA IA 52501 420919509 501(C)3 50143 0 FAIR VALUE COMMUNITY IMPACT, EDUCATION, INCOME SOUTHERN IOWA MENTAL HEALTH 110 E MAIN STREET OTTUMWA IA 52501 420926783 501(C)3 37505 0 FAIR VALUE COMMUNITY IMPACT, EDUCATION, INCOME SALVATION ARMY 725 W SECOND ST OTTUMWA IA 52501 362167910 501(C)3 29700 0 FAIR VALUE COMMUNITY IMPACT, EDUCATION, INCOME MID-IOWA COUNCIL BSA PO BOX 3009 DES MOINES IA 50316 420981715 501(C)3 8373 0 FAIR VALUE COMMUNITY IMPACT, EDUCATION, INCOME IOWA LEGAL AID 112 EAST THIRD STREET OTTUMWA IA 52501 421079227 501(C)3 9417 0 FAIR VALUE COMMUNITY IMPACT, EDUCATION, INCOME HOSPICE 927 E PENNSYLVANIA AVE OTTUMWA IA 52501 421201179 501(C)3 61156 0 FAIR VALUE COMMUNITY IMPACT, EDUCATION, INCOME FRIENDS OF IOWA CASA 105 EAST THIRD STREET OTTUMWA IA 52501 421471727 501(C)3 7101 0 FAIR VALUE COMMUNITY IMPACT, EDUCATION, INCOME FOOD BANK OF SOUTHERN IOWA 225 S BENTON ST OTTUMWA IA 52501 421207197 501(C)3 16066 0 FAIR VALUE COMMUNITY IMPACT, EDUCATION, INCOME CRISIS CENTER PO BOX 446 OTTUMWA IA 52501 421115481 501(C)3 52243 0 FAIR VALUE COMMUNITY IMPACT, EDUCATION, INCOME AMERICAN RED CROSS 408 E MAIN STREET OTTUMWA IA 52501 420703249 501(C)3 17956 0 FAIR VALUE COMMUNITY IMPACT, EDUCATION, INCOME AMERICAN HOME FINDING 217 E FIFTH ST OTTUMWA IA 52501 420713654 501(C)3 50689 0 FAIR VALUE COMMUNITY IMPACT, EDUCATION, INCOME 12 0 Grantmaker's Description of How Grants are Used REQUEST DOCUMENTATION FROM RECIPIENTS INCLUDING FINANCIAL STATEMENTS ETC TO MONITOR GRANTS. Form 990, Part XII, Line 2c 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. Form 990, Part XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Decreases TERMINATION OF BENEFICIAL INT IN TRUST = -$42223 Form 990, Part VI, Line 19 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 VI, Line 12c 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 11b 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 6 Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder PER THE ORGANIZATION BY-LAWS, MEMBERSHIP IS OBTAINED BY CONTRIBUTING $25 OR MORE ANNUALLY TO THE UNITED WAY OF WAPELLO COUNTY.