2012-07-10T07:50:24-07:00 2011-12-31 TD&T FINANCIAL GROUP PC 317 HIGH AVE E OSKALOOSA IA 525772823 990 2011-01-01 420897349 UNITED WAY OF WAPELLO COUNTY IOWA INC UNIT 6416821264 PO BOX 1778 OTTUMWA IA 52501 DESIREE JOHNSON 2012-07-06 true Joseph B Ryan CPA 6416722523 2011 2016-03-07 17:11:31Z 560149 false false X WWW.WAPELLOCOUW.ORG X 1965 IA United Way of Wapello County advances the common good through sustainable, measurable improvements to our communities education, income, and health. 15 15 4 331 0 635160 548615 2612 440 7810 8235 -1306 2859 644276 560149 460673 429860 0 102094 134378 0 24226 51145 109119 613912 673357 30364 -113208 1048213 1451724 55053 58948 993160 1392776 United Way of Wapello County advances the common good through sustainable, measurable improvements to our communities education, income, and health. false false 516610 387347 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. 42513 42513 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. 4592 440 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. 563715 true true false false false false false false false false true true false false true false true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false true 0 0 false 4 true false false false false false false false false false false false 0 false false false false false false false false false false false X 15 15 false false false false true true false true true false false false true true true true true true true false false false X X DESIREE JOHNSON 6416821264 224 E SECOND STREET SUITE 1 OTTUMWA IA 52501 ED WILSON 1.50 X X 0 0 0 JENNIFER VITKO 1.50 X 0 0 0 DAVE ROHRSSEN 1.50 X 0 0 0 RENE KROMKRAY 1.50 X 0 0 0 BRENDA RAY 1.50 X 0 0 0 SARAH WENKE 1.50 X X 0 0 0 ANDREA SHULLAW 1.50 X 0 0 0 MATT MARTIN 1.50 X 0 0 0 NEWELL PALEN 1.50 X 0 0 0 AARON O'BRIEN 1.50 X 0 0 0 BRIAN DOSTAL 1.50 X 0 0 0 SARAH BEADLE 1.50 X 0 0 0 TONY FLODEN 1.50 X 0 0 0 SUE MCMILLIN 1.50 X X 0 0 0 KATHY HASLEY 1.50 X X 0 0 0 DESIREE JOHNSON 40.00 X 46552 0 7000 46552 7000 0 false false false 0 548615 548615 VOLUNTEER CONNECTION 440 440 440 8235 8235 0 0 0 0 0 0 0 MISCELLANEOUS 900099 2859 2859 2859 560149 3299 8235 429860 429860 0 0 0 53552 18208 30524 4820 0 70257 56336 6635 7286 0 10569 6228 3038 1303 0 0 0 6600 6600 0 0 0 0 0 5052 1401 2061 1590 0 0 15666 9400 5013 1253 0 0 19755 4101 15654 0 6944 6944 11616 2021 9595 0 SUPPLIES 8757 700 876 7181 PROGRAMS 7454 7454 IN KIND GIFT EXPENSE 3605 3605 GRANT EXPENSE 11732 11732 DUES & SUBSCRIPTIONS 9997 9197 450 350 1941 3472 -1974 443 673357 563715 85416 24226 226791 168972 213395 219370 573837 411140 2258 0 0 0 0 0 54053 26736 33522 27317 0 621798 0 0 668 869 1048213 1451724 3128 51925 58948 55053 58948 X 437319 389296 555841 1003480 993160 1392776 1048213 1451724 X -113208 512824 X X false true true X false false X 640830 619092 799856 635160 548615 3243553 0 0 640830 619092 799856 635160 548615 3243553 1098153 2145400 25246 19395 9778 7810 8235 70464 0 0 3314017 0.64740 0.64050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 54053 26736 27317 27317 621798 DESIGNATIONS PAYABLE 58948 58948 560149 673357 -113208 -38076 -38076 -151284 522073 -38076 -38076 560149 560149 673357 673357 673357 true 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 12 0 Grantmaker's Description of How Grants are Used REQUEST DOCUMENTATION FROM RECIPIENTS INCLUDING FINANCIAL STATEMENTS ETC TO MONITOR GRANTS. 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 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 12c 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 11 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 6 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.