2013-08-14T11:09:28-05:00 2012-12-31 421243538 BERGAN PAULSEN & COMPANY PC PO BOX 2100 WATERLOO IA 507042100 990 2012-01-01 420801846 CEDAR VALLEY UNITED WAY CEDA 3192356211 425 CEDAR STREET No 300 WATERLOO IA 50701 SHEILA BAIRD 3192356211 2013-08-12 1 DAVID A RICHTER CPA P00168204 3192346885 2012 2016-02-24 21:20:13Z SHEILA BAIRD 425 CEDAR STREET No 300 WATERLOO IA 50701 2315618 0 X WWW.CEDARVALLEYUNITEDWAY.ORG X 1923 IA FUNDING TO LOCAL IMPACT PARTNERS AS PART OF THE ORGANIZATION'S COMMUNITY PLAN FOCUSED ON ACHIEVING OUTCOMES IN THREE SPECIFIC AREAS (HELPING CHILDREN AND YOUTH SUCCEED; STRENGTHENING AND SUPPORTING VULNERABLE POPULATIONS, AND PROMOTING SELF-SUFFICIENCY AND POVERTY REDUCTION) DETERMINED TO BE ESSENTIAL IN IMPROVING PEOPLE'S LIVES AND STRENGTHENING THE COMMUNITY. 28 28 11 881 0 0 3251700 2230596 0 0 20780 18090 17314 2396 3289794 2251082 2005755 2065479 0 0 534205 530451 0 0 329185 246397 163588 2786357 2759518 503437 -508436 3496888 3013255 1277309 1302112 2219579 1711143 X HELPING PEOPLE, CHANGING LIVES, MAKING COMMUNITY INVESTMENT COUNT. 0 0 2065479 2065479 FUNDING TO LOCAL IMPACT PARTNERS AS PART OF THE ORGANIZATION'S COMMUNITY PLAN FOCUSED ON ACHIEVING OUTCOMES IN THE AREAS OF EDUCATION, INCOME, AND HEALTH. THE ORGANIZATION IS INVESTED IN: ACADEMIC DEVELOPMENT & SUPPORT WITH GOALS TO HAVE CHILDREN - ENTER KINDERGARTEN READY TO LEARN - ARE ABLE TO READ AT GRADE LEVEL - TRANSITION THROUGH GRADES SUCCESSFULLY - ARE ABLE TO GRADUATE FROM HIGH SCHOOL - ARE ABLE TO SECURE SUSTAINABLE EMPLOYMENTACCESS TO COMMUNITY RESOURCES WITH GOALS TO HAVE RESIDENTS - KNOW WHERE TO TURN FOR HELP - CAN REMAIN IN THEIR HOME AND COMMUNITY - CAN ACCESS PROGRAMS TO HELP GAIN EMPLOYMENT - ARE ABLE TO REMAIN INDEPENDENTHEALTHY CHOICES WITH GOALS TO HAVE RESIDENTS - BECOME MORE ACTIVE - HAVE ACCESS TO HEALTHIER FOODS - TRY NEW ACTIVITIES AND FOODS - ARE ABLE TO REMAIN HEALTHYSEXUAL HEALTH WITH GOALS TO HAVE RESIDENTS - GAIN MORE KNOWLEDGE REGARDING HEALTHY CHOICES - MAKE INFORMED DECISIONS REGARDING THEIR HEALTH - HAVE ACCESS TO SPECIFIC AGE, GENDER AND RACE HEALTH INFORMATION - ARE ABLE TO REMAIN HEALTHYCHILD ABUSE AND DOMESTIC VIOLENCE PREVENTION & RECOVERY WITH GOALS TO HAVE RESIDENTS - LIVE A LIFE FREE FROM VIOLENCE AND NEGLECT - HAVE ADDITIONAL OPTIONS DURING CRISIS AND STRESS - HAVE A SAFETY PLAN WHEN NEEDEDACCESS TO HEALTH SERVICES WITH GOALS TO HAVE RESIDENTS- ACCESS APPROPRIATE MEDICAL SERVICES - ADDRESS CHRONIC AND ACUTE HEALTH NEEDS - ACCESS SUPPORTS FOR MENTAL ILLNESS - HAVE A SUPPORT GROUP AND ADVOCATE - ARE ABLE TO REMAIN INDEPENDENTDRUG AND ALCOHOL PREVENTION & RECOVERY WITH GOALS TO HAVE RESIDENTS - MAKE BETTER CHOICES - UNDERSTAND THE EFFECTS OF DRUGS AND ALCOHOL - HAVE LIMITED ACCESS TO HARMFUL SUBSTANCES - ABLE TO TRANSITION THROUGH RECOVERY - ABLE TO BE IN A SUPPORT GROUPINCOME SUPPORTS WITH GOALS TO HAVE RESIDENTS - ABLE TO MEET THEIR BASIC NEEDS - ABLE TO SECURE A LIVABLE WAGE JOB - HAVE ACCESS TO WORK SUPPORTS - ABLE TO RECOVER FROM A DISASTERPARENTING SUPPORTS WITH GOALS TO HAVE RESIDENTS - MAKE HEALTHY CHOICES WHEN PREGNANT - HAVE A SUPPORT SYSTEM - GAIN KNOWLEDGE ON PARENTING - ARE ABLE TO ACCESS SERVICES TO ALLOW FOR BOTH PARENTS TO BE PART OF A CHILDS LIFEACCESS TO AFFORDABLE HOUSING WITH GOALS TO HAVE RESIDENTS - ABLE TO REDUCE THEIR EXPENSES RELATED TO HOUSING - ABLE TO REDUCE THEIR OUTSTANDING DEBT - ABLE TO ACCESS AFFORDABLE HOUSINGBUILDING SAVINGS WITH GOALS TO HAVE RESIDENTS -AVOID A FINANCIAL CRISIS - ABLE TO STAY EMPLOYED - ABLE TO CREATE THEIR OWN FINANCIAL PLAN. 240658 EXPENSES INCURRED BY THE ORGANIZATION TO ASSIST COMMUNITY NEEDS, PROVIDE OUTCOME MEASUREMENT TRAINING TO VARIOUS ENTITIES IN THE COMMUNITY, PROVIDE PROGRAM ASSESSMENT, REVIEW AND SELECTION, ADMINISTER GRANTS, PROVIDE FINANCIAL AND STEWARDSHIP OVERSIGHT OF GRANT RECIPIENTS, AND PARTICIPATE IN COMMUNITY PARTNERSHIPS TO ADVANCE COMMON GOALS. 2306137 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 11 1 0 0 0 0 0 1 1 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X LISA LEVENDUSKY 3192356211 425 CEDAR STREET SUITE 300 WATERLOO IA 50701 ABBOTT STEVE 1.00 X X 0 0 0 ALLEN PATRICIA 0.50 X 0 0 0 AMBRECHT SUE 1.00 X X 0 0 0 BARRETT SAMANTHA 0.50 X 0 0 0 BRATON DAVID 0.50 X 0 0 0 CLINE CURT 0.50 X 0 0 0 CYPHERT DALE 0.50 X 0 0 0 DARRAH CARY 0.50 X 0 0 0 DUSENBERY HOLLY 0.50 X 0 0 0 FAIRMAN KANE 1.00 X 0 0 0 GILBERTSON DOUG 0.50 X 0 0 0 GORMAN RICK 0.50 X 0 0 0 GRIMES VICKI 1.00 X X 0 0 0 HART QUENTIN 0.50 X 0 0 0 HESSE MATT 0.50 X 0 0 0 HILDEBRANDT NICK 0.50 X 0 0 0 JUON SHARON 1.00 X X 0 0 0 KNIPP BETH 0.50 X 0 0 0 MADSEN SCHMIT MARE 0.50 X 0 0 0 MIDDLETON ROSE 0.50 X 0 0 0 MILLER MEAGAN 0.50 X 0 0 0 NELSON KENNETH 1.00 X 0 0 0 NORRIS DR GARY 0.50 X 0 0 0 RICHARDSON RAY 0.50 X 0 0 0 SHERIDAN RYAN 0.50 X 0 0 0 VICH JOSEF 0.50 X 0 0 0 WITHAM JASON 0.50 X 0 0 0 ZUNIGA MEGAN 0.50 X 0 0 0 CREWS JON 0.50 X 0 0 0 ALLEN LINDA 0.50 X 0 0 0 CONRAD DAN 0.50 X 0 0 0 NEVITT THAD 0.50 X 0 0 0 RICHTER BARI 0.50 X 0 0 0 BAIRD SHEILA 40.00 X 87274 0 24211 LEVENDUSKY LISA 37.50 X 46093 0 21988 133367 0 46199 0 0 0 0 0 29051 2201545 50759 2230596 18090 18090 66932 29051 64536 2396 2396 2251082 0 0 20486 2065479 2065479 183783 63019 24922 95842 234592 99052 31810 103730 24270 6413 7084 10773 57891 22935 7065 27891 29915 11748 4053 14114 10452 10452 3604 3604 35817 2826 6191 26800 42721 15846 7850 19025 5319 4292 1027 7034 1103 3459 2472 28375 11148 3848 13379 11090 4350 1520 5220 1254 1254 MAINTENANCE 11766 2218 6876 2672 BANK FEES 2181 2181 DUES & SUBSCRIPTIONS 1008 858 150 VOLUNTEER RECOGNITION 731 90 641 2236 391 1845 2759518 2306137 124196 329185 187660 118169 1296172 1480383 1945605 1353376 11420 11725 86163 63472 29967 22691 26064 26911 3496888 3013255 34109 34965 1243200 1267147 1277309 1302112 X 566384 616236 1653195 1094907 2219579 1711143 3496888 3013255 -508436 0 X 0 1 X 1 0 X 2807281 2770471 2475963 3251700 2230596 13536011 2807281 2770471 2475963 3251700 2230596 13536011 713062 12822949 29151 23522 19343 20778 18090 110884 13646895 0.93960 0.91580 X 86163 63472 22691 22691 X 2099866 83560 64536 148096 1951770 299312 299312 2251082 2608302 83560 64536 148096 2460206 299312 299312 2759518 Description of Uncertain Tax Positions Under FIN 48: Part X, Line 2: INCOME TAX RETURNS ARE SUBJECT TO UNCERTAIN TAX POSITIONS THAT MIGHT NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT ANNUALLY MAKES AN APPROPRIATE EVALUATION OF ANY UNCERTAIN TAX POSITIONS THAT MAY EXIST WITHIN THE ORGANIZATION'S TAX RETURN. AS OF DECEMBER 31,2012, MANAGEMENT BELIEVES THAT THERE WERE NO MATERIAL UNCERTAIN TAX POSITIONS THAT ARE REQUIRED TO BE RECORDED OR DISCLOSED. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR THE YEARS BEFORE 2009. PART XII, LINE 2d: EXPENSES FOR GOLF CLASSIC AND RALLY FOR THE VALLEY EVENTS. PART XII, LINE 4b: DONOR DESIGNATIONS. PART XIII, LINE 2d: EXPENSES FOR GOLF CLASSIC AND RALLY FOR THE VALLEY EVENTS. PART XIII, LINE 4b: DONOR DESIGNATIONS GOLF CLASSIC 64128 21245 42883 300 19417 5631 1028 10851 RALLY FOR THE VALLEY 31855 7806 24049 2531 350 5548 18880 95983 29051 66932 300 21948 5981 6576 29731 64536 2396 1 Allen College (ACE-SAP Clinic) 1825 LOGAN AVENUE WATERLOO IA 50703 420698265 501(c)(3) 11750 GRANT FOR SPECIFIC PROGRAM SUPPORT. Allen Hospital (Child Protective Center) 1825 LOGAN AVENUE WATERLOO IA 50703 420698265 501(c)(3) 42000 GRANT FOR SPECIFIC PROGRAM SUPPORT. American Red Cross - Hawkeye Chapter 2530 UNIVERSITY AVENUE WATERLOO IA 50701 530196605 501(c)(3) 31000 GRANT FOR SPECIFIC PROGRAM SUPPORT. Arc of Cedar Valley 760 ANSBOROUGH AVENUE WATERLOO IA 50701 426076654 501(c)(3) 16000 GRANT FOR SPECIFIC PROGRAM SUPPORT. ASPIRE 8100 KIMBALL AVENUE WATERLOO IA 50701 421477803 501(c)(3) 10000 GRANT FOR SPECIFIC PROGRAM SUPPORT. Big BrothersBig Sisters 2530 UNIVERSITY AVENUE WATERLOO IA 50701 420885714 501(c)(3) 38416 GRANT FOR SPECIFIC PROGRAM SUPPORT. Boys & Girls Club of the Cedar Valley 515 LIME STREET WATERLOO IA 50703 426083723 501(c)(3) 66500 GRANT FOR SPECIFIC PROGRAM SUPPORT. Buchanan County Volunteer Coop 309 FIRST STREET EAST INDEPENDENCE IA 50644 421369670 501(c)(3) 17000 GRANT FOR SPECIFIC PROGRAM SUPPORT. CASA 105 EAST 3RD STREET CITY HALL OTTUMWA IA 52501 421471727 501(c)(3) 20000 GRANT FOR SPECIFIC PROGRAM SUPPORT. CCDHouse of Hope 222 WALNUT STREET WATERLOO IA 50703 421397528 501(c)(3) 18000 GRANT FOR SPECIFIC PROGRAM SUPPORT. Cedar Valley Friends of the Family 220 10TH STREET SW SUITE 200 WAVERLY IA 50677 421390144 501(c)(3) 17500 GRANT FOR SPECIFIC PROGRAM SUPPORT. Cedar Valley Living (Angel House) 515 Vermont PO Box 4028 Waterloo IA 50704 264572231 501(c)(3) 12500 GRANT FOR SPECIFIC PROGRAM SUPPORT. Cedar Valley Preschool 724 LANTZ CEDAR FALLS IA 50613 420956806 501(c)(3) 3000 GRANT FOR SPECIFIC PROGRAM SUPPORT. Communities in Schools 213 EAST 4TH STREET WATERLOO IA 50703 421444315 501(c)(3) 17250 GRANT FOR SPECIFIC PROGRAM SUPPORT. Community Housing Initiative 910 DECATHLON DRIVE WATERLOO IA 50701 421416426 501(c)(3) 6250 GRANT FOR SPECIFIC PROGRAM SUPPORT. Covenant 2101 KIMBALL AVENUE SUITE 121 WATERLOO IA 50702 421264647 501(c)(3) 5000 GRANT FOR SPECIFIC PROGRAM SUPPORT. Exceptional Persons Inc PO BOX 4090 WATERLOO IA 50704 420794846 501(c)(3) 52059 GRANT FOR SPECIFIF PROGRAM SUPPORT. Family & Children's Council 400 KWWL BUILDING WATERLOO IA 50703 421307663 501(c)(3) 125167 GRANT FOR SPECIFIC PROGRAM SUPPORT. Friends of Hartman Reserve 657 RESERVE DRIVE CEDAR FALLS IA 50613 421300110 501(c)(3) 25250 GRANT FOR SPECIFIC PROGRAM SUPPORT. Grin & Grow Ltd 505 FRANKLIN STREET WATERLOO IA 50703 421135299 501(c)(3) 80125 GRANT FOR SPECIFIC PROGRAM SUPPORT. Hawkeye Community College 1501 ORANGE ROAD WATERLOO IA 50702 426123782 501(c)(3) 35500 GRANT FOR SPECIFIC PROGRAM SUPPORT. Hawkeye Valley Area Agency on Aging 2101 KIMBALL AVENUE SUITE 320 WATERLOO IA 50702 421621262 501(c)(3) 62200 GRANT FOR SPECIFIC PROGRAM SUPPORT. Iowa Legal Aid 708 FIRST NATIONAL BUILDING WATERLOO IA 50703 421254906 501(c)(3) 12500 GRANT FOR SPECIFIC PROGRAM SUPPORT. IHOPE Free Medical Clinis 722 SOUTH HACKETT WATERLOO IA 50701 611499424 501(c)(3) 2500 GRANT FOR SPECIFIC PROGRAM SUPPORT. ISU Extension - BH County 3420 University Avenue WATERLOO IA 50701 426021396 501(c)(3) 4352 GRANT FOR SPECIFIC PROGRAM SUPPORT. Jesse Cosby Neighborhood Center 1112 MOBILE STREET WATERLOO IA 50703 421152638 501(c)(3) 21375 GRANT FOR SPECIFIC PROGRAM SUPPORT. Lutheran Services in Iowa 1510 LOGAN AVENUE WATERLOO IA 50703 420698203 501(c)(3) 48000 GRANT FOR SPECIFIC PROGRAM SUPPORT. NAMI 1825 LOGAN AVENUE WATERLOO IA 50703 421273380 501(c)(3) 5000 GRANT FOR SPECIFIC PROGRAM SUPPORT. NE Iowa Center for Independent Living PO BOX 2275 WATERLOO IA 50704 421452251 501(c)(3) 10000 GRANT FOR SPECIFIC PROGRAM SUPPORT. NE Iowa Consumer Credit 1003 W 4TH STREET WATERLOO IA 50702 421236403 501(c)(3) 3750 GRANT FOR SPECIFIC PROGRAM SUPPORT. NE Iowa Food Bank 106 E 11TH STREET WATERLOO IA 50703 421169648 501(c)(3) 136392 GRANT FOR SPECIFIC PROGRAM SUPPORT. Operation Threshold PO BOX 4120 WATERLOO IA 50704 420982549 501(c)(3) 45709 GRANT FOR SPECIFIC PROGRAM SUPPORT. Pathways Behavioral Services 2222 FALLS AVENUE WATERLOO IA 50701 510245708 501(c)(3) 52000 GRANT FOR SPECIFIC PROGRAM SUPPORT. Peoples Community Health Clinic 905 FRANKLIN STREET WATERLOO IA 50703 421058629 501(c)(3) 69000 GRANT FOR SPECIFIC PROGRAM SUPPORT. Quakerdale 140 South Barclay WATERLOO IA 50703 420707117 501(c)(3) 11500 GRANT FOR SPECIFIC PROGRAM SUPPORT. RSVP 2101 KIMBALL AVENUE SUITE 121 WATERLOO IA 50702 421264647 501(c)(3) 18750 GRANT FOR SPECIFIC PROGRAM SUPPORT. Salvation Army PO BOX 867 WATERLOO IA 50704 222406433 501(c)(3) 187250 GRANT FOR SPECIFIC PROGRAM SUPPORT. Seeds of Hope 804 1ST STREET GRUNDY CENTER IA 50638 421421212 501(c)(3) 59750 GRANT FOR SPECIFIC PROGRAM SUPPORT. Together for Youth 1825 LOGAN AVENUE WATERLOO IA 50703 421435199 501(c)(3) 85000 GRANT FOR SPECIFIC PROGRAM SUPPORT. Veridian Credit Union PO BOX 6000 WATERLOO IA 50704 421132695 501(c)(3) 10000 GRANT FOR SPECIFIC PROGRAM SUPPORT. Visiting Nursing Association 2530 UNIVERSITY AVENUE WATERLOO IA 50701 420782546 501(c)(3) 80738 GRANT FOR SPECIFIC PROGRAM SUPPORT. Volunteer Center of Cedar Valley 2101 KIMBALL AVENUE SUITE 1414 WATERLOO IA 50702 421437273 501(c)(3) 14500 GRANT FOR SPECIFIC PROGRAM SUPPORT. WPC (Internal Program) 425 CEDAR STREET SUITE 300 WATERLOO IA 50701 420801846 501(c)(3) 4932 GRANT FOR SPECIFIC PROGRAM SUPPORT. YMCA 669 S HACKETT ROAD WATERLOO IA 50701 420681109 501(c)(3) 10000 GRANT FOR SPECIFIC PROGRAM SUPPORT. YWCA 425 LAFAYETTE STREET WATERLOO IA 50701 420680302 501(c)(3) 128249 GRANT FOR SPECIFIC PROGRAM SUPPORT. VERIDIAN (BUILDING SAVINGS RFP) PO BOX 60000 WATERLOO IA 50704 421132695 501(c)(3) 10000 GRANT FOR SPECIFIC PROGRAM SUPPORT. UNITED WAY OF EAST CENTRAL IOWA 1030 5TH AVENUE SE LOWER LEVEL CEDAR RAPIDS IA 52403 420861239 501(c)(3) 20000 GRANT FOR 211 PROGRAM. Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: THE FUNDS ARE DISTRIBUTED ON A MONTHLY BASIS TO THE BOARD APPROVED AGENCIES FOR INDIVIDUAL PROGRAMS. EACH QUARTER THE AGENCY IS REQUIRED TO SUBMIT A REPORT OF USAGE AND OUTCOMES. IF A REPORT IS NOT RECEIVED, FUNDING IS SUSPENDED. TOTAL PER SCHEDULE I: $1,763,714 DONOR DESIGNATIONS: 299,312 COMMUNITY PARTNERS FUND EXP: 5,303 CHANGE IN ACCRUAL: (2,850) PART IX, LINE 1: $2,065,479 X 3 5434 QUOTED MARKET PRICE X AUCTION ITEMS 46 9950 RETAIL VALUE X SPECIAL EVENTS 294 35375 RETAIL VALUE 0 0 0 Method for Determining Number of Contributors: Part I, Column (b): NUMBER OF CONTRIBUTORS IS BASED ON THE NUMBER OF ITEMS CONTRIBUTED Form 990, Part VI, Section B, line 11 A DRAFT COPY OF THE FORM 990 WAS SENT TO THE EXECUTIVE DIRECTOR AND FINANCE DIRECTOR FOR REVIEW. A FINAL COPY OF THE FORM 990 WAS SENT TO ALL BOARD MEMBERS. Form 990, Part VI, Section B, line 12c EACH STAFF PERSON AND BOARD MEMBER ARE ASKED TO SIGN A DOCUMENT INDICATING THEY ARE AWARE OF AND UNDERSTAND THE POLICY. THIS DISCLOSURE HAPPENS ON AN ANNUAL BASIS. THE ORGANIZATION ALSO HAS AN AGENDA ITEM AT THE BEGINNING OF EACH BOARD MEETING ASKING FOR CONFLICTS OF INTEREST ON THE AGENDA. Form 990, Part VI, Section B, line 15a CEDAR VALLEY UNITED WAY (CVUW) HAS DEVELOPED A POLICY TO ENSURE THAT EXECUTIVE COMPENSATION IS COMPETITIVE AND REASONABLE AS COMPARED TO OTHER NON-PROFIT ORGANIZATIONS AND UNITED WAYS OF SIMILAR SIZE AND CHARACTERISTICS. THE BENCHMARKS OF COMPARISON INCLUDE THE MOST RECENT UNITED WAY WORLDWIDE HUMAN CAPITAL STUDY AND/OR THE 990 DATA FOR LIKE SIZE AND GEOGRAPHIC LOCATION. COMPARISON MAY ALSO INCLUDE SELECTED LOCAL NONPROFIT ORGANIZATIONS. A POLICY HAS BEEN CREATED TO ENSURE FAIR AND CONSISTENT PRACTICES IN REGARD TO EXECUTIVE COMPENSATION AT CVUW AND TO COMPLY WITH ALL FEDERAL AND STATE LAWS. ENFORCEMENT AND ADMINISTRATIVE RESPONSIBILITIES FOR THIS POLICY RESTS WITH THE EXECUTIVE COMMITTEE. EACH YEAR THE EXECUTIVE COMMITTEE ASSESSES PERFORMANCE, BUDGET CONTROLS AND DATA TO MAKE DETERMINATIONS REGARDING EXECUTIVE COMPENSATION. COMPENSATION ELEMENTS INCLUDE: - SALARY - AUTOMOBILE ALLOWANCE - HEALTH, LIFE, DISABILITY INSURANCE - RETIREMENT CONTRIBUTION - MEMBERSHIPS INCLUDING ASSOCIATIONS - EDUCATIONAL CONFERENCES Form 990, Part VI, Section C, line 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.