UNITED WAY OF WAPELLO COUNTY IOWA INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF WAPELLO COUNTY IOWA INC (EIN 42-0897349)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-10
- IRS object ID
- 201231929349300208
- 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 | 2012-07-10T07:50:24-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TD&T FINANCIAL GROUP PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 317 HIGH AVE E | AddressLine1 |
| City | OSKALOOSA | City |
| State | IA | State |
| ZIP Code | 525772823 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420897349 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF WAPELLO COUNTY IOWA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 6416821264 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1778 | AddressLine1 |
| City | OTTUMWA | City |
| State | IA | State |
| ZIP Code | 52501 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DESIREE JOHNSON | Name |
| Title | Executive Director | Title |
| Date Signed | 2012-07-06 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joseph B Ryan CPA | Name |
| Phone | 6416722523 | 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) |
|---|---|---|
| Gross Receipts | 560149 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WAPELLOCOUW.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | IA | StateLegalDomicile |
| Activity Or Mission Description | United Way of Wapello County advances the common good through sustainable, measurable improvements to our communities education, income, and health. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4 | TotalNbrEmployees |
| Total Nbr Volunteers | 331 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 635160 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 548615 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2612 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 440 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7810 | InvestmentIncomePriorYear |
| Investment Income Current Year | 8235 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -1306 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2859 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 644276 | TotalRevenuePriorYear |
| Total Revenue Current Year | 560149 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 460673 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 429860 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 102094 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 134378 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 24226 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 51145 | OtherExpensePriorYear |
| Other Expenses Current Year | 109119 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 613912 | TotalExpensesPriorYear |
| Total Expenses Current Year | 673357 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 30364 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -113208 | RevenuesLessExpensesCY |
| Total Assets BOY | 1048213 | TotalAssetsBOY |
| Total Assets EOY | 1451724 | TotalAssetsEOY |
| Total Liabilities BOY | 55053 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 58948 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 993160 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1392776 | NetAssetsOrFundBalancesEOY |
| Mission Description | United Way of Wapello County advances the common good through sustainable, measurable improvements to our communities education, income, and health. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 516610 | Expense |
| Grants | 387347 | Grants |
| Description | FUNDING TO PROGRAMS WITHIN UNITED WAY COMMUNITY IMPACT PARTNER ORGANIZATIONS THAT IMPROVE INDIVIDUALS' AND FAMILIES' LIVES IN THE AREAS OF EDUCATION, INCOME AND HEALTH. TOTAL PEOPLE SERVED WAS 11,000. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 42513 | Expense |
| Grants | 42513 | Grants |
| Description | DONOR DESIGNATED FUNDS - AS A SERVICE TO ITS DONORS, THE ORGANIZATION SERVES AS AN AGENT TO FORWARD CONTRIBUTIONS TO OTHER NONPROFIT ORGANIZATIONS AS DIRECTED BY THE DONOR. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4592 | Expense |
| Revenue | 440 | Revenue |
| Description | COMMUNITY OUTREACH AND BUILDING ACTIVITIES TO SUPPORT COMMUNITY NEEDS AND GOALS - PROGRAM SERVICES INCLUDE UNITED WITH YOUTH, EFSP, DAY OR CARING, DAY OF ACTION, 2-1-1 INFORMATION AND REFERRAL, VOLUNTEER CENTER, FUND DISTRIBUTION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 563715 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 4 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DESIREE JOHNSON | NamePerson |
| Telephone Number | 6416821264 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 224 E SECOND STREET SUITE 1 | AddressLine1 |
| City | OTTUMWA | City |
| State | IA | State |
| ZIP Code | 52501 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| ED WILSON | ||||||
| Chairman | 1.50 | X | X | 0 | 0 | 0 |
| JENNIFER VITKO | ||||||
| Director | 1.50 | X | 0 | 0 | 0 | |
| DAVE ROHRSSEN | ||||||
| Director | 1.50 | X | 0 | 0 | 0 | |
| RENE KROMKRAY | ||||||
| Director | 1.50 | X | 0 | 0 | 0 | |
| BRENDA RAY | ||||||
| Director | 1.50 | X | 0 | 0 | 0 | |
| SARAH WENKE | ||||||
| VICE CHAIR | 1.50 | X | X | 0 | 0 | 0 |
| ANDREA SHULLAW | ||||||
| Director | 1.50 | X | 0 | 0 | 0 | |
| MATT MARTIN | ||||||
| Director | 1.50 | X | 0 | 0 | 0 | |
| NEWELL PALEN | ||||||
| Director | 1.50 | X | 0 | 0 | 0 | |
| AARON O'BRIEN | ||||||
| Director | 1.50 | X | 0 | 0 | 0 | |
| BRIAN DOSTAL | ||||||
| Director | 1.50 | X | 0 | 0 | 0 | |
| SARAH BEADLE | ||||||
| YOUTH REP | 1.50 | X | 0 | 0 | 0 | |
| TONY FLODEN | ||||||
| Director | 1.50 | X | 0 | 0 | 0 | |
| SUE MCMILLIN | ||||||
| Treasurer | 1.50 | X | X | 0 | 0 | 0 |
| KATHY HASLEY | ||||||
| PAST CHAIRMAN | 1.50 | X | X | 0 | 0 | 0 |
| DESIREE JOHNSON | ||||||
| Executive Direc | 40.00 | X | 46552 | 0 | 7000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 46552 | TotalReportableCompFromOrg |
| Total Other Compensation | 7000 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 548615 | AllOtherContributions |
| Total Contributions | 548615 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | VOLUNTEER CONNECTION | Description |
| Total Revenue Column | 440 | TotalRevenueColumn |
| Related Or Exempt Function Income | 440 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 440 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8235 | TotalRevenueColumn |
| Exclusion | $8,235 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2859 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2859 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2859 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 560149 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3299 | RelatedOrExemptFunctionIncome |
| Exclusion | $8,235 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 429860 | Total |
| Program Services | 429860 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53552 | Total |
| Program Services | 18208 | ProgramServices |
| Management And General | 30524 | ManagementAndGeneral |
| Fundraising | 4820 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70257 | Total |
| Program Services | 56336 | ProgramServices |
| Management And General | 6635 | ManagementAndGeneral |
| Fundraising | 7286 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10569 | Total |
| Program Services | 6228 | ProgramServices |
| Management And General | 3038 | ManagementAndGeneral |
| Fundraising | 1303 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6600 | Total |
| Management And General | 6600 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5052 | Total |
| Program Services | 1401 | ProgramServices |
| Management And General | 2061 | ManagementAndGeneral |
| Fundraising | 1590 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15666 | Total |
| Program Services | 9400 | ProgramServices |
| Management And General | 5013 | ManagementAndGeneral |
| Fundraising | 1253 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19755 | Total |
| Program Services | 4101 | ProgramServices |
| Management And General | 15654 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6944 | Total |
| Management And General | 6944 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11616 | Total |
| Program Services | 2021 | ProgramServices |
| Management And General | 9595 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SUPPLIES | 8757 | 700 | 876 | 7181 |
| PROGRAMS | 7454 | 7454 | ||
| IN KIND GIFT EXPENSE | 3605 | 3605 | ||
| GRANT EXPENSE | 11732 | 11732 | ||
| DUES & SUBSCRIPTIONS | 9997 | 9197 | 450 | 350 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1941 | Total |
| Program Services | 3472 | ProgramServices |
| Management And General | -1974 | ManagementAndGeneral |
| Fundraising | 443 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 673357 | Total |
| Program Services | 563715 | ProgramServices |
| Management And General | 85416 | ManagementAndGeneral |
| Fundraising | 24226 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 226791 | BOY |
| EOY | 168972 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 213395 | BOY |
| EOY | 219370 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 573837 | BOY |
| EOY | 411140 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2258 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 54053 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 26736 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33522 | BOY |
| EOY | 27317 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 621798 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 668 | BOY |
| EOY | 869 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1048213 | BOY |
| EOY | 1451724 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3128 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51925 | BOY |
| EOY | 58948 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55053 | BOY |
| EOY | 58948 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 437319 | BOY |
| EOY | 389296 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 555841 | BOY |
| EOY | 1003480 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 993160 | BOY |
| EOY | 1392776 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1048213 | BOY |
| EOY | 1451724 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -113208 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 512824 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 640830 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 619092 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 799856 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 635160 | CurrentTaxYearMinus1Year |
| Current Tax Year | 548615 | CurrentTaxYear |
| Total | 3243553 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 640830 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 619092 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 799856 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 635160 | CurrentTaxYearMinus1Year |
| Current Tax Year | 548615 | CurrentTaxYear |
| Total | 3243553 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1098153 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2145400 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25246 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19395 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9778 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7810 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8235 | CurrentTaxYear |
| Total | 70464 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 3314017 | TotalSupport |
| Public Support Pertcentage170 | 0.64740 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.64050 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 54053 | OtherCostOrOtherBasis |
| Depreciation | 26736 | Depreciation |
| Book Value | 27317 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 27317 | TotalOfBookValueLandBuildings |
| Total Of Book Value Securities | 621798 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DESIGNATIONS PAYABLE | Description |
| Amount | $58,948 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 58948 | TotalOfAmounts |
| Total Revenue | 560149 | TotalRevenue |
| Total Expenses | 673357 | TotalExpenses |
| Excess Or Deficit For Year | -113208 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -38076 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -38076 | TotalAdjustments |
| Excess Or Deficit Per FS | -151284 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 522073 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -38076 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -38076 | RevenueNotRptdF990 |
| Revenue Subtotal | 560149 | RevenueSubtotal |
| Total Revenue Per Form990 | 560149 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 673357 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 673357 | ExpensesSubtotal |
| Total Expenses Per Form990 | 673357 | TotalExpensesPerForm990 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (12 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|
| YMCA | |||||||||
| 616 NORTH HANCOCK ST | OTTUMWA | IA | 52501 | 420725202 | 501(C)3 | 69417 | 0 | FAIR VALUE | COMMUNITY IMPACT, EDUCATION, INCOME |
| TENCO | |||||||||
| 710 GATEWAY DRIVE | OTTUMWA | IA | 52501 | 420919509 | 501(C)3 | 47341 | 0 | FAIR VALUE | COMMUNITY IMPACT, EDUCATION, INCOME |
| SIMHC | |||||||||
| 110 E MAIN STREET | OTTUMWA | IA | 52501 | 420926783 | 501(C)3 | 30816 | 0 | FAIR VALUE | COMMUNITY IMPACT, EDUCATION, INCOME |
| SALVATION ARMY | |||||||||
| 725 W SECOND ST | OTTUMWA | IA | 52501 | 362167910 | 501(C)3 | 57418 | 0 | FAIR VALUE | COMMUNITY IMPACT, EDUCATION, INCOME |
| MID-IOWA COUNCIL BSA | |||||||||
| PO BOX 3009 | DES MOINES | IA | 50316 | 420981715 | 501(C)3 | 7977 | 0 | FAIR VALUE | COMMUNITY IMPACT, EDUCATION, INCOME |
| IOWA LEGAL AID | |||||||||
| 112 EAST THIRD STREET | OTTUMWA | IA | 52501 | 421079227 | 501(C)3 | 9959 | 0 | FAIR VALUE | COMMUNITY IMPACT, EDUCATION, INCOME |
| HOSPICE | |||||||||
| 927 E PENNSYLVANIA AVE | OTTUMWA | IA | 52501 | 421201179 | 501(C)3 | 56515 | 0 | FAIR VALUE | COMMUNITY IMPACT, EDUCATION, INCOME |
| FRIENDS OF IOWA CASA | |||||||||
| 105 EAST THIRD STREET | OTTUMWA | IA | 52501 | 421471727 | 501(C)3 | 8458 | 0 | FAIR VALUE | COMMUNITY IMPACT, EDUCATION, INCOME |
| FOOD BANK OF SOUTHERN IOWA | |||||||||
| 225 S BENTON ST | OTTUMWA | IA | 52501 | 421207197 | 501(C)3 | 17448 | 0 | FAIR VALUE | COMMUNITY IMPACT, EDUCATION, INCOME |
| CRISIS CENTER | |||||||||
| PO BOX 446 | OTTUMWA | IA | 52501 | 421115481 | 501(C)3 | 55626 | 0 | FAIR VALUE | COMMUNITY IMPACT, EDUCATION, INCOME |
| AMERICAN RED CROSS | |||||||||
| 408 E MAIN STREET | OTTUMWA | IA | 52501 | 420703249 | 501(C)3 | 16901 | 0 | FAIR VALUE | COMMUNITY IMPACT, EDUCATION, INCOME |
| AMERICAN HOME FINDING | |||||||||
| 217 E FIFTH ST | OTTUMWA | IA | 52501 | 420713654 | 501(C)3 | 74539 | 0 | FAIR VALUE | COMMUNITY IMPACT, EDUCATION, INCOME |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 12 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | REQUEST DOCUMENTATION FROM RECIPIENTS INCLUDING FINANCIAL STATEMENTS ETC TO MONITOR GRANTS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART XI, LINE 5, OTHER CHANGES IN NET ASSETS | DURING THE YEAR ENDED DECEMBER 31, 2011, TWO MISSTATEMENTS WERE DISCOVERED IN PREVIOUSLY ISSUED FINANCIAL STATEMENTS. THE FIRST MISSTATEMENT OCCURRED WHEN GRANTS AND PLEDGES RECEIVABLE WERE OVERSTATED. THIS MISSTATEMENT RESULTED IN A DECREASE TO NET ASSETS OF $108,974. THE SECOND MISSTATEMENT OCCURRED WHEN A BENEFICIAL INTEREST IN TWO TRUSTS HELD BY OTHERS WAS NOT RECORDED. THE ORGANIZATION HAS THE RIGHT TO RECEIVE THE INCOME FROM THESE TRUSTS IN PERPETUITY. THIS MISSTATEMENT RESULTED IN AN INCREASE TO NET ASSETS OF $659,874.THE FIRST TRUST IS THE WILLIAM H. OSBORN TRUST. THE CONTRIBUTION TO THIS TRUST WAS MADE DURING THE YEAR ENDED DECEMBER 31, 1955. AT DECEMBER 31, 2011, THE VALUE OF THE BENEFICIAL INTEREST IN THE WILLIAM H. OSBORN TRUST IS $42,223. THE SECOND TRUST IS THE SHOEMAKER CHARITABLE TRUST. THE CONTRIBUTION TO THIS TRUST WAS MADE DURING THE YEAR ENDED DECEMBER 31, 1990. AT DECEMBER 31, 2011, THE VALUE OF THE BENEFICIAL INTEREST IN THE SHOEMAKER CHARITABLE TRUST IS $579,575. THE TWO CONTRIBUTORS ARE NOT RELATED TO THE ORGANIZATION. THE NET AFFECT OF THE TWO MISSTATEMENTS IS AN INCREASE TO NET ASSETS OF $550,900. | |
| 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 19 |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | THE CONFLICT OF INTEREST POLICY IS INCLUDED IN THE ORGANIZATIONS' CODE OF ETHICS AND BOARD MEMBERS, OFFICERS, AND STAFF ARE REQUIRED TO AFFIRM COMPLIANCE ANNUALLY. THE EXECUTIVE DIRECTOR REVIEWS THE SIGNED DOCUMENTS AND ANY POTENTIAL CONFLICTS ARE MONITORED BY THE EXECUTIVE COMMITTEE. MEMBERS ARE THAN REQUIRED TO ABSTAIN FROM VOTING AND DISCUSSION ON A TOPIC IN WHICH THERE MAY BE A CONFLICT OF INTEREST. | Form 990, Part VI, Line 12c |
| Form 990, Part VI, Line 11: 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 11 |
| 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. | Form 990, Part VI, Line 6 |