2013-02-15T14:15:37-06:00 2012-06-30 205925131 SCHNURR & COMPANY CPAS PLC 218 SE 16TH STREET SUITE 101 AMES IA 50010 990 2011-07-01 420947489 UNITED WAY OF STORY COUNTY INC UNIT 5152685142 315 CLARK AVE AMES IA 50010 STEVE MCGILL 5152685142 2013-02-06 1 MURRAY A STANLEY CPA P00031028 5152336300 2011 2016-03-07 17:11:31Z X STEVE MCGILL 315 CLARK AVE AMES IA 50010 1670115 0 X WWW.UWSTORY.ORG X 1972 IA 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. 21 21 8 600 0 0 1706902 1640451 0 0 17194 12662 2186 7002 1726282 1660115 872719 851266 0 0 305828 317030 0 0 192316 236108 232762 1414655 1401058 311627 259057 2051703 2297629 187194 182928 1864509 2114701 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. 0 0 1078769 851266 UNITED WAY OF STORY COUNTY PROVIDES FUNDING FOR SERVICES PROVIDED BY OUR PARTNER AGENCIES THROUGHOUT STORY COUNTY. 1078769 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IA X MARY ANN LUNDY 5152685142 315 CLARK AVE AMES IA 50010 X WENDY WINTERSTEEN 1.00 X 0 0 0 CHRIS SNYDER 1.00 X 0 0 0 DOUG RAGALLER 1.00 X 0 0 0 DARYLE VEGGE 1.00 X 0 0 0 BRIAN TORRESI 1.00 X 0 0 0 JOHN JENNETT 1.00 X 0 0 0 STEVE MCGILL 1.00 X 0 0 0 DAN CULHANE 1.00 X 0 0 0 PETE ENGLIN 1.00 X 0 0 0 KEITH FOLKMANN 1.00 X 0 0 0 LIZ HERTZ 1.00 X 0 0 0 JANE JACKSON 1.00 X 0 0 0 JOHN KINLEY 1.00 X 0 0 0 ROGER KLUESNER 1.00 X 0 0 0 GEOFF SCHUMACHER 1.00 X 0 0 0 MIKE ESPESET 1.00 X 0 0 0 CHRISTINE GREENING 1.00 X 0 0 0 OLIVIA MADISON 1.00 X 0 0 0 DAVE MORRIS 1.00 X 0 0 0 VANCE WATTS 1.00 X 0 0 0 CHARLES AVERY 1.00 X 0 0 0 0 0 0 0 0 0 0 0 9714 1630737 1640451 10542 10542 12120 10000 2120 2120 2120 0 9714 0 0 ADMINISTRATIVE FEES 900099 7002 7002 7002 1660115 7002 0 12662 851266 851266 293210 57015 87227 148968 3914 731 1268 1915 19906 3719 6447 9740 5956 5956 2070 2070 5628 4000 670 958 50501 42192 3420 4889 3418 2837 239 342 2588 2148 181 259 4532 3762 317 453 5713 4742 400 571 BAD DEBT EXPENSE 60621 60621 EVENTS 31673 23401 8272 CAMPAIGN 23761 11881 11880 DUES 19986 16588 1399 1999 16315 5747 10568 1401058 1078769 129973 192316 1157048 1276730 324983 332171 397521 418889 4401 5695 44968 39768 9732 5200 158018 258944 2051703 2297629 187194 182928 187194 182928 X 1714759 1949225 149750 165476 1864509 2114701 2051703 2297629 X 259057 -8865 X X 0 1 1 X 0 X 1490745 1358817 1490872 1706902 1640451 7687787 1490745 1358817 1490872 1706902 1640451 7687787 0 0 0 7687787 42794 22260 14160 17194 12662 109070 42794 22260 14160 17194 12662 109070 1135 456 2187 7002 10780 1533539 1382212 1505488 1726283 1660115 7807637 0.98460 0.98090 0.01400 0.01860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 13218 1 1 250163 115860 -662 365361 216698 22628 10837 250163 186359 20127 10212 216698 194840 17580 -18561 7500 186359 0.55000 0.45000 0.00000 1 0 44968 39768 5200 5200 1660115 1401058 259057 -8865 -8865 250192 1699316 -8865 48066 39201 1660115 0 1660115 1449124 48066 48066 1401058 0 1401058 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: 5% PER YEAR IS ALLOWED TO BE USED ON SPECIAL NEEDS DETERMINED AND APPROVED BY THE BOARD OF DIRECTORS. 1 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 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -8,865. THERE HAS BEEN NO CHANGE IN THE PROCESS OF THE AUDIT COMMITTEE EXPLANATION FOR FILING OF AMENDED RETURN 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.