UNITED WAY OF WINNESHIEK COUNTY INC: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF WINNESHIEK COUNTY INC (EIN 42-1104757)
- Tax period
- 2012-04-01 to 2013-03-31
- Filed
- 2013-08-15
- IRS object ID
- 201332279349201173
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-08-15T10:41:52-05:00 | Timestamp |
| Tax Period End Date | 2013-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HACKER NELSON & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 507 | AddressLine1 |
| City | DECORAH | City |
| State | IA | State |
| ZIP Code | 52101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421104757 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINNESHIEK COUNTY UNITED FUND INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WINN | NameControl |
| Phone | 5633829661 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 165 | AddressLine1 |
| City | DECORAH | City |
| State | IA | State |
| ZIP Code | 52101 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES MORROW | Name |
| Title | PRESIDENT | Title |
| Phone | 5633829661 | Phone |
| Date Signed | 2013-06-28 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NEIL W SCHRAEDER | Name |
| Phone | 5633823637 | Phone |
| Date Prepared | 2013-08-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Web Site | WWW.UNITEDWAYWINNCO.ORG | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 155890 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 141997 | ContributionsGiftsGrantsEtc |
| Investment Income | 112 | InvestmentIncome |
| Fundraising Gross Income | 13754 | FundraisingGrossIncome |
| Special Events Direct Expenses | 5479 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 8275 | SpecialEventsNetIncomeLoss |
| Other Revenue Total | 27 | OtherRevenueTotal |
| Total Revenue | 150411 | TotalRevenue |
| Grants And Similar Amounts Paid | 118825 | GrantsAndSimilarAmountsPaid |
| Fees And Oth Pymt To Ind Contractors | 3940 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 480 | PrintingPublicationsPostage |
| Other Expenses Total | 5912 | OtherExpensesTotal |
| Total Expenses | 129157 | TotalExpenses |
| Excess Or Deficit For Year | 21254 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 19062 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 40316 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19062 | BOY |
| EOY | 40316 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19062 | BOY |
| EOY | 40316 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19062 | BOY |
| EOY | 40316 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | TO ENRICH LIVES IN THE WINNESHIEK COUNTY AREA BY PROVIDING LEADERSHIP, ADVOCACY, AND RESOURCES. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | THE ORGANIZATION HAS AN ASSOCIATION WITH THE UNITED WAY OF AMERICA. ITS PURPOSE IS TO RAISE FUNDS WITHIN WINNESHIEK COUNTY, IOWA AND THEN DISBURSE SUCH FUNDS TO ELIGIBLE NON-PROFIT AGENCIES WITHIN THE COUNTY. | DescriptionProgramServiceAccom |
| Grants And Allocations | 118825 | GrantsAndAllocations |
| Program Service Expenses | 118825 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 118825 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (28 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|
| LLEW JENKINS | ||
| BOARD MEMBER | 1.00 | 0 |
| JAMES MORROW | ||
| PRESIDENT | 1.00 | 0 |
| KIM BOHR | ||
| BOARD MEMBER | 1.00 | 0 |
| MARCIA BULLERMAN | ||
| VICE PRESIDE | 1.00 | 0 |
| DAVID BOSS | ||
| VICE PRESIDE | 1.00 | 0 |
| AMY BRUENING | ||
| BOARD MEMBER | 1.00 | 0 |
| CAROL GAARD | ||
| BOARD MEMBER | 1.00 | 0 |
| TRISTA HALWEG | ||
| BOARD MEMBER | 1.00 | 0 |
| KAREN HENRY | ||
| BOARD MEMBER | 1.00 | 0 |
| BRAD HENDERSON | ||
| BOARD MEMBER | 1.00 | 0 |
| LANCE HUBER | ||
| BOARD MEMBER | 1.00 | 0 |
| LILLY JENSEN | ||
| SECRETARY | 1.00 | 0 |
| DENISE DUFFY | ||
| BOARD MEMBER | 1.00 | 0 |
| SUE ENGLISH | ||
| BOARD MEMBER | 1.00 | 0 |
| MICHELLE MULLINS | ||
| TREASURER | 1.00 | 0 |
| STEPH HUBER | ||
| BOARD MEMBER | 1.00 | 0 |
| TANYA O'CONNOR | ||
| BOARD MEMBER | 1.00 | 0 |
| CINDY SIMPSON | ||
| BOARD MEMBER | 1.00 | 0 |
| RHONDA SCHNITZLER | ||
| BOARD MEMBER | 1.00 | 0 |
| TONI SMITH | ||
| PRESIDENT | 1.00 | 0 |
| KELLY WEDMANN | ||
| BOARD MEMBER | 1.00 | 0 |
| JENNY WERNER | ||
| BOARD MEMBER | 1.00 | 0 |
| PAULA WOMELDORF | ||
| BOARD MEMBER | 1.00 | 0 |
| TOM BUSHMAN | ||
| BOARD MEMBER | 1.00 | 0 |
| PEGGY LENSING | ||
| TREASURER | 1.00 | 0 |
| KELEY SMITH KELLER | ||
| BOARD MEMBER | 1.00 | 0 |
| JENNIFER SOLAND | ||
| BOARD MEMBER | 1.00 | 0 |
| ANN HIGHUM | ||
| BOARD MEMBER | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | true | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PEGGY LENSING | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 165 | AddressLine1 |
| City | DECORAH | City |
| State | IA | State |
| ZIP Code | 52101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5633871531 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
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 | 144108 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 114076 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 144022 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 137515 | CurrentTaxYearMinus1Year |
| Current Tax Year | 141997 | CurrentTaxYear |
| Total | 681718 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8496 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9855 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11209 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14031 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13893 | CurrentTaxYear |
| Total | 57484 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 152604 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 123931 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 155231 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 151546 | CurrentTaxYearMinus1Year |
| Current Tax Year | 155890 | CurrentTaxYear |
| Total | 739202 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 739202 | PublicSupportTotal509 |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 152604 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 123931 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 155231 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 151546 | CurrentTaxYearMinus1Year |
| Current Tax Year | 155890 | CurrentTaxYear |
| Total | 739202 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 1.00000 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99610 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
| 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 O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER REVENUE | FORM 990-EZ, PART I, LINE 8 | MISCELLANEOUS INCOME 27 TOTAL 27 |
| GRANTS AND SIMILAR AMTS PAID TO ORGANIZATIONS | FORM 990-EZ, PART I, LINE 10 | NON-PROFIT AGENCIES OF WINN. COUNTY VARIOUS DECORAH, IA 52101 118,825 0 0 |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING AND PROMOTION 3,987 OFFICE 74 INSURANCE 100 POSTAGE AND SHIPPING 191 DUES 149 SUPPLIES 83 AFFILIATION FEE 1,328 TOTAL 5,912 |
| PRIMARY EXEMPT PURPOSE | FORM 990-EZ, PART III | TO ENRICH LIVES IN THE WINNESHIEK COUNTY AREA BY PROVIDING LEADERSHIP, ADVOCACY, AND RESOURCES. |
| CHANGES TO ORGANIZATIONAL DOCUMENTS | FORM 990-EZ, PART V, LINE 34 | THE ARTICLES OF INCORPORATION EXPIRED IN 1997 BECAUSE THE ARTICLES WERE ORIGINALLY DONE FOR 50 YEARS. THE GROUP WORKED WITH LEGAL COUNSEL AND THE IOWA SECRETARY OF STATE AND NOW THE WINNESHIEK COUNTY UNITED FUND HAS BEEN REINSTATED TO SAY PERPETUAL. |
Compensation Explanation CompensationExplanation
Compensation Compensation (28 entries)
| LLEW JENKINS |
| JAMES MORROW |
| KIM BOHR |
| MARCIA BULLERMAN |
| DAVID BOSS |
| AMY BRUENING |
| CAROL GAARD |
| TRISTA HALWEG |
| KAREN HENRY |
| BRAD HENDERSON |
| LANCE HUBER |
| LILLY JENSEN |
| DENISE DUFFY |
| SUE ENGLISH |
| MICHELLE MULLINS |
| STEPH HUBER |
| TANYA OCONNOR |
| CINDY SIMPSON |
| RHONDA SCHNITZLER |
| TONI SMITH |
| KELLY WEDMANN |
| JENNY WERNER |
| PAULA WOMELDORF |
| TOM BUSHMAN |
| PEGGY LENSING |
| KELEY SMITH KELLER |
| JENNIFER SOLAND |
| ANN HIGHUM |