UNITED WAY OF STORY COUNTY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF STORY COUNTY INC (EIN 42-0947489)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-15
- IRS object ID
- 201310469349302221
- Schema version
- 2011v1.2
- 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 | 2013-02-15T14:15:37-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205925131 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNURR & COMPANY CPAS PLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 218 SE 16TH STREET SUITE 101 | AddressLine1 |
| City | AMES | City |
| State | IA | State |
| ZIP Code | 50010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420947489 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF STORY COUNTY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 5152685142 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 CLARK AVE | AddressLine1 |
| City | AMES | City |
| State | IA | State |
| ZIP Code | 50010 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE MCGILL | Name |
| Title | BOARD CHAIR | Title |
| Phone | 5152685142 | Phone |
| Date Signed | 2013-02-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MURRAY A STANLEY CPA | Name |
| PTIN | P00031028 | PTIN |
| Phone | 5152336300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Name Of Principal Officer Person | STEVE MCGILL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 CLARK AVE | AddressLine1 |
| City | AMES | City |
| State | IA | State |
| ZIP Code | 50010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1670115 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UWSTORY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1972 | YearFormation |
| State Legal Domicile | IA | StateLegalDomicile |
| Activity Or Mission Description | THE UNITED WAY OF STORY COUNTY IS A STRATEGIC LEADER IN BUILDING COUNTRYWIDE PARTNERSHIPS TO IDENTIFY NEEDS AND TO DEVELOP, SUPPORT AND EVALUATE EFFECTIVE HUMAN SERVICES FOR OUR DIVERSE COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 8 | TotalNbrEmployees |
| Total Nbr Volunteers | 600 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1706902 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1640451 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 17194 | InvestmentIncomePriorYear |
| Investment Income Current Year | 12662 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2186 | OtherRevenuePriorYear |
| Other Revenue Current Year | 7002 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1726282 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1660115 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 872719 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 851266 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 305828 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 317030 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 192316 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 236108 | OtherExpensePriorYear |
| Other Expenses Current Year | 232762 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1414655 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1401058 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 311627 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 259057 | RevenuesLessExpensesCY |
| Total Assets BOY | 2051703 | TotalAssetsBOY |
| Total Assets EOY | 2297629 | TotalAssetsEOY |
| Total Liabilities BOY | 187194 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 182928 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1864509 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2114701 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE UNITED WAY OF STORY COUNTY IS A STRATEGIC LEADER IN BUILDING COUNTRYWIDE PARTNERSHIPS TO IDENTIFY NEEDS AND TO DEVELOP, SUPPORT AND EVALUATE EFFECTIVE HUMAN SERVICES FOR OUR DIVERSE COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1078769 | Expense |
| Grants | 851266 | Grants |
| Description | UNITED WAY OF STORY COUNTY PROVIDES FUNDING FOR SERVICES PROVIDED BY OUR PARTNER AGENCIES THROUGHOUT STORY COUNTY. | Description |
| Total Program Service Expense | 1078769 | 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 | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | 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 | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | 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 | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | 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 | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | 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 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 8 | 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 | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | 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 |
| States Where Copy Of Return Is Filed | IA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY ANN LUNDY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5152685142 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 CLARK AVE | AddressLine1 |
| City | AMES | City |
| State | IA | State |
| ZIP Code | 50010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| WENDY WINTERSTEEN | |||||
| BOARD 1ST VICE CHAIR | 1.00 | X | 0 | 0 | 0 |
| CHRIS SNYDER | |||||
| BOARD 2ND VICE CHAIR | 1.00 | X | 0 | 0 | 0 |
| DOUG RAGALLER | |||||
| MEMBER | 1.00 | X | 0 | 0 | 0 |
| DARYLE VEGGE | |||||
| MEMBER | 1.00 | X | 0 | 0 | 0 |
| BRIAN TORRESI | |||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 |
| JOHN JENNETT | |||||
| TREASURER | 1.00 | X | 0 | 0 | 0 |
| STEVE MCGILL | |||||
| BOARD CHAIR | 1.00 | X | 0 | 0 | 0 |
| DAN CULHANE | |||||
| MEMBER | 1.00 | X | 0 | 0 | 0 |
| PETE ENGLIN | |||||
| MEMBER | 1.00 | X | 0 | 0 | 0 |
| KEITH FOLKMANN | |||||
| MEMBER | 1.00 | X | 0 | 0 | 0 |
| LIZ HERTZ | |||||
| MEMBER | 1.00 | X | 0 | 0 | 0 |
| JANE JACKSON | |||||
| MEMBER | 1.00 | X | 0 | 0 | 0 |
| JOHN KINLEY | |||||
| MEMBER | 1.00 | X | 0 | 0 | 0 |
| ROGER KLUESNER | |||||
| MEMBER | 1.00 | X | 0 | 0 | 0 |
| GEOFF SCHUMACHER | |||||
| MEMBER | 1.00 | X | 0 | 0 | 0 |
| MIKE ESPESET | |||||
| MEMBER | 1.00 | X | 0 | 0 | 0 |
| CHRISTINE GREENING | |||||
| MEMBER | 1.00 | X | 0 | 0 | 0 |
| OLIVIA MADISON | |||||
| MEMBER | 1.00 | X | 0 | 0 | 0 |
| DAVE MORRIS | |||||
| PAST BOARD CHAIR | 1.00 | X | 0 | 0 | 0 |
| VANCE WATTS | |||||
| MEMBER | 1.00 | X | 0 | 0 | 0 |
| CHARLES AVERY | |||||
| MEMBER | 1.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 9714 | FundraisingEvents |
| All Other Contributions | 1630737 | AllOtherContributions |
| Total Contributions | 1640451 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10542 | TotalRevenueColumn |
| Exclusion | $10,542 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12120 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10000 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2120 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2120 | TotalRevenueColumn |
| Exclusion | $2,120 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 9714 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 7002 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7002 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 7002 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1660115 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7002 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $12,662 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 851266 | Total |
| Program Services | 851266 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 293210 | Total |
| Program Services | 57015 | ProgramServices |
| Management And General | 87227 | ManagementAndGeneral |
| Fundraising | 148968 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3914 | Total |
| Program Services | 731 | ProgramServices |
| Management And General | 1268 | ManagementAndGeneral |
| Fundraising | 1915 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19906 | Total |
| Program Services | 3719 | ProgramServices |
| Management And General | 6447 | ManagementAndGeneral |
| Fundraising | 9740 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5956 | Total |
| Management And General | 5956 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2070 | Total |
| Fundraising | 2070 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5628 | Total |
| Program Services | 4000 | ProgramServices |
| Management And General | 670 | ManagementAndGeneral |
| Fundraising | 958 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50501 | Total |
| Program Services | 42192 | ProgramServices |
| Management And General | 3420 | ManagementAndGeneral |
| Fundraising | 4889 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3418 | Total |
| Program Services | 2837 | ProgramServices |
| Management And General | 239 | ManagementAndGeneral |
| Fundraising | 342 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2588 | Total |
| Program Services | 2148 | ProgramServices |
| Management And General | 181 | ManagementAndGeneral |
| Fundraising | 259 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4532 | Total |
| Program Services | 3762 | ProgramServices |
| Management And General | 317 | ManagementAndGeneral |
| Fundraising | 453 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5713 | Total |
| Program Services | 4742 | ProgramServices |
| Management And General | 400 | ManagementAndGeneral |
| Fundraising | 571 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| BAD DEBT EXPENSE | 60621 | 60621 | ||
| EVENTS | 31673 | 23401 | 8272 | |
| CAMPAIGN | 23761 | 11880 | 11881 | |
| DUES | 19986 | 16588 | 1999 | 1399 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16315 | Total |
| Program Services | 5747 | ProgramServices |
| Management And General | 10568 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1401058 | Total |
| Program Services | 1078769 | ProgramServices |
| Management And General | 129973 | ManagementAndGeneral |
| Fundraising | 192316 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1157048 | BOY |
| EOY | 1276730 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 324983 | BOY |
| EOY | 332171 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 397521 | BOY |
| EOY | 418889 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4401 | BOY |
| EOY | 5695 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 44968 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 39768 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9732 | BOY |
| EOY | 5200 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 158018 | BOY |
| EOY | 258944 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2051703 | BOY |
| EOY | 2297629 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 187194 | BOY |
| EOY | 182928 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 187194 | BOY |
| EOY | 182928 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1714759 | BOY |
| EOY | 1949225 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149750 | BOY |
| EOY | 165476 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1864509 | BOY |
| EOY | 2114701 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2051703 | BOY |
| EOY | 2297629 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 259057 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -8865 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1490745 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1358817 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1490872 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1706902 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1640451 | CurrentTaxYear |
| Total | 7687787 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1490745 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1358817 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1490872 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1706902 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1640451 | CurrentTaxYear |
| Total | 7687787 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 7687787 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 42794 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22260 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14160 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17194 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12662 | CurrentTaxYear |
| Total | 109070 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 42794 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22260 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14160 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17194 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12662 | CurrentTaxYear |
| Total | 109070 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1135 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 456 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2187 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7002 | CurrentTaxYear |
| Total | 10780 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1533539 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1382212 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1505488 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1726283 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1660115 | CurrentTaxYear |
| Total | 7807637 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98460 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98090 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01400 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01860 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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) |
|---|---|---|
| Number DA Fs Held | 3 | NumberDAFsHeld |
| Aggregate DAF Value | 13218 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 250163 | BeginningOfYearBalance |
| Contributions | 115860 | Contributions |
| Investment Earnings Or Losses | -662 | InvestmentEarningsOrLosses |
| End Of Year Balance | 365361 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 216698 | BeginningOfYearBalance |
| Contributions | 22628 | Contributions |
| Investment Earnings Or Losses | 10837 | InvestmentEarningsOrLosses |
| End Of Year Balance | 250163 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 186359 | BeginningOfYearBalance |
| Contributions | 20127 | Contributions |
| Investment Earnings Or Losses | 10212 | InvestmentEarningsOrLosses |
| End Of Year Balance | 216698 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 194840 | BeginningOfYearBalance |
| Contributions | 17580 | Contributions |
| Investment Earnings Or Losses | -18561 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7500 | GrantsOrScholarships |
| End Of Year Balance | 186359 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.55000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.45000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 44968 | OtherCostOrOtherBasis |
| Depreciation | 39768 | Depreciation |
| Book Value | 5200 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5200 | TotalOfBookValueLandBuildings |
| Total Revenue | 1660115 | TotalRevenue |
| Total Expenses | 1401058 | TotalExpenses |
| Excess Or Deficit For Year | 259057 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -8865 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -8865 | TotalAdjustments |
| Excess Or Deficit Per FS | 250192 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1699316 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -8865 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 48066 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 39201 | RevenueNotRptdF990 |
| Revenue Subtotal | 1660115 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1660115 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1449124 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 48066 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 48066 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1401058 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1401058 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | 5% PER YEAR IS ALLOWED TO BE USED ON SPECIAL NEEDS DETERMINED AND APPROVED BY THE BOARD OF DIRECTORS. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (30 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| RICHMOND CENTER | |||||||
| 125 S 3RD ST | AMES | IA | 50010 | 420819795 | 501(C)3 | 13749 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIESCRISIS LINE |
| HEARTLAND SENIOR SERVICES | |||||||
| 205 S WALNUT AVE | AMES | IA | 50010 | 421332718 | 501(C)3 | 47581 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIES |
| ACCESS | |||||||
| PO BOX 1429 | AMES | IA | 50014 | 421052613 | 501(C)3 | 34240 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIES |
| AMES COMMUNITY PRESCHOOL CENTER | |||||||
| 611 CLARK AVE | AMES | IA | 50010 | 420940017 | 501(C)3 | 24787 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIES |
| THE ARC OF STORY COUNTY | |||||||
| 130 S SHELDON AVE 302 | AMES | IA | 50014 | 426099400 | 501(C)3 | 32174 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIES |
| BOYS AND GIRLS CLUB | |||||||
| 210 SOUTH 5TH ST | AMES | IA | 50010 | 420981715 | 501(C)3 | 72216 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIES |
| BOY SCOUTS | |||||||
| 1659 E EUCLID | DES MOINES | IA | 50316 | 420888428 | 501(C)3 | 10180 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIES |
| CENTER FOR CREATIVE JUSTICE | |||||||
| 210 LYNN AVE | AMES | IA | 50014 | 421020129 | 501(C)3 | 10077 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIES |
| COMMUNITY AND FAMILY RESOURCES | |||||||
| 1619 SOUTH HIGH AVE | AMES | IA | 50010 | 420938934 | 501(C)3 | 7490 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIES |
| CAMP FIRE USA | |||||||
| 5615 HICKMAN RD | DES MOINES | IA | 50310 | 420680459 | 501(C)3 | 24721 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIES |
| CHILDSERVE | |||||||
| 1915 PHILADELPHIA | AMES | IA | 50010 | 421390033 | 501(C)3 | 8272 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIES |
| EMERGENCY RESIDENCE PROJECT | |||||||
| 225 SOUTH KELLOGG | AMES | IA | 50010 | 421252893 | 501(C)3 | 43000 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIES |
| GIRL SCOUTS | |||||||
| 10715 HICKMAN RD | DES MOINES | IA | 50322 | 420698218 | 501(C)3 | 9200 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIES |
| HOMEWARD | |||||||
| 1114 DUFF AVE | AMES | IA | 50010 | 501(C)3 | 46017 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIES | |
| LEGAL AID SOCIETY | |||||||
| 937 SIXTH ST | NEVADA | IA | 50201 | 421024720 | 501(C)3 | 12129 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIES |
| LUTHERAN SERVICES IN IOWA | |||||||
| 1323 NORTHWESTERN AVE | AMES | IA | 50010 | 420698267 | 501(C)3 | 19130 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIES |
| MAINSTREAM LIVING | |||||||
| 2012 E 13TH ST | AMES | IA | 50010 | 421042459 | 501(C)3 | 6577 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIES |
| MID IOWA COMMUNITY ACTION | |||||||
| 126 SOUTH KELLOGG | AMES | IA | 50010 | 420923311 | 501(C)3 | 29567 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIES |
| NATIONAL ALLIANCE FOR THE MENTALLY ILL | |||||||
| 130 S SHELDON AVE 306 | AMES | IA | 50014 | 421281536 | 501(C)3 | 15500 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIES |
| RED CROSS | |||||||
| 426 5TH ST | AMES | IA | 50010 | 420859061 | 501(C)3 | 51496 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIES |
| RETIRED AND SENIOR VOLUNTEER PROGRAM | |||||||
| 503 ELM AVE | STORY CITY | IA | 50248 | 113772006 | 501(C)3 | 22045 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIES |
| STORY TIME CHILDCARE CENTER | |||||||
| 84 MAIN ST | MAXWELL | IA | 50161 | 421349943 | 501(C)3 | 46647 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIES |
| UNIVERSITY COMMUNITY CHILDCARE | |||||||
| 100 UNIVERSITY VILLAGE | AMES | IA | 50010 | 943443158 | 501(C)3 | 12340 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIES |
| VOLUNTEER CENTER OF STORY COUNTY | |||||||
| 130 S SHELDON AVE 201 | AMES | IA | 50014 | 421441816 | 501(C)3 | 55102 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIES |
| YOUTH SHELTER SERVICES | |||||||
| 420 KELLOGG | AMES | IA | 50010 | 421051609 | 501(C)3 | 126607 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIES |
| YWCA | |||||||
| ISU 210 LAB OF MECHANICS | AMES | IA | 50011 | 426004224 | 501(C)3 | 6194 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIES |
| FOSTER GRANDPARENTS | |||||||
| 315 CLARK AVE | AMES | IA | 50010 | 501(C)3 | 6500 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIES | |
| GOOD NEIGHBOR | |||||||
| 315 CLARK AVE | AMES | IA | 50010 | 391882712 | 501(C)3 | 8325 | EMERGENCY RENT, UTILITY, FOOD ASSISTANCE |
| BIG BROTHERS BIG SISTERS | |||||||
| 315 CLARK AVE | AMES | IA | 50010 | 501(C)3 | 9526 | COMMUNITY BASED MENTORING | |
| RAISING READERS IN STORY COUNTY | |||||||
| PO BOX 2374 | AMES | IA | 50010 | 501(C)3 | 12315 | TO SUPPORT THE OPERATIONS OF PARTNER AGENCIES | |
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: GRANT RECIPIENTS SIGN A CONTRACT AND HAVE SIX MONTH REPORTING REQUIREMENTS. ASSET RECEIPIENTS HAVE OUTCOME AND FINANCIAL REPORTING REPONSIBILITIES THAT VARY FROM 990'S TO AN AUDIT DEPENDENT UPON THE REVENUE OF THE ORGANIZATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF FORM 990 WAS PROVIDED TO THE BOARD PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE WRITTEN CONFLICT OF INTEREST POLICY IS REVIEWED YEARLY AT THE FIRST BOARD MEETING. EACH BOARD MEMBER IS TO REVIEW AND SIGN THE POLICY PRIOR TO VOTING ON ANY MATTERS BEFORE THE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND MANAGEMENT IS COMPARED TO AN UNITED WAY OF AMERICA COMPENSATION REPORT DURING A SPECIAL PURPOSE EXECUTIVE SESSION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S AUDIT AND MAJOR POLICIES ARE AVAILABLE ON THEIR WEBSITE. ANY OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -8,865. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| THERE HAS BEEN NO CHANGE IN THE PROCESS OF THE AUDIT COMMITTEE | ||
| FORM 990, PAGE 1, QUESTION B | THIS AMENDED RETURN IS BEING FILED TO CORRECT THE STATEMENT OF FUNCTIONAL EXPENSES SHOWN ON PART IX, PAGE 10 OF THE FORM 990. THE TOTAL FUNCTIONAL EXPENSES REMAIN THE SAME. HOWEVER, THE ALLOCATION OF THE EXPENSES FOR LINE 13 - OFFICE EXPENSES AND LINE 24B - EVENTS HAS CHANGED TO MORE ACCURATELY REFLECT THE ACTUAL ALLOCATIONS DETERMINED DURING THE COURSE OF THE FINANCIAL STATEMENT AUDIT CONDUCTED BY THE INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. | EXPLANATION FOR FILING OF AMENDED RETURN |
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