UPPER DES MOINES OPPORTUNITY INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UPPER DES MOINES OPPORTUNITY INC (EIN 42-0923424)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-05-08
- IRS object ID
- 201241299349301284
- Schema version
- 2010v3.4
- 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 | 2012-05-08T12:34:47-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 WEST BELTLINE HIGHWAY | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53713 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420923424 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPPER DES MOINES OPPORTUNITY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UPPE | NameControl |
| Phone | 7128593885 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 ROBINS STREET PO BOX 519 | AddressLine1 |
| City | GRAETTINGER | City |
| State | IA | State |
| ZIP Code | 513420519 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMEY WHITNEY | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 7128593885 | Phone |
| Date Signed | 2012-04-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DENES TOBIE | Name |
| Phone | 6082741980 | Phone |
| Date Prepared | 2012-04-23 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMEY WHITNEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 319 | AddressLine1 |
| City | GRAETTINGER | City |
| State | IA | State |
| ZIP Code | 51342 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 17358439 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UDMO.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | IA | StateLegalDomicile |
| Activity Or Mission Description | UPPER DES MOINES OPPORTUNITY, INC. ADMINISTERS VARIOUS PROGRAMS FUNDED BY FEDERAL, STATE, AND LOCAL GOVERNMENTAL BODIES TO PROVIDE EDUCATIONAL, HEALTH AND SOCIAL SERVICES TO ELIGIBLE INDIVIDUALS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 31 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 31 | NbrIndependentVotingMembers |
| Total Nbr Employees | 277 | TotalNbrEmployees |
| Total Nbr Volunteers | 3210 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 17291413 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 16908035 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 553400 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 439763 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 30035 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10641 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17874848 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17358439 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6891380 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7212133 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7965889 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7848705 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1664 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2664675 | OtherExpensePriorYear |
| Other Expenses Current Year | 2309241 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 17521944 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17370079 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 352904 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -11640 | RevenuesLessExpensesCY |
| Total Assets BOY | 3691506 | TotalAssetsBOY |
| Total Assets EOY | 3348671 | TotalAssetsEOY |
| Total Liabilities BOY | 1462327 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1131132 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2229179 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2217539 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | UDMO IS DEDICATED TO BUILDING PARTNERSHIPS, EMPOWERING PEOPLE, AND ALLEVIATING THE CONDITIONS AND CAUSES OF POVERTY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7328882 | Expense |
| Grants | 6692050 | Grants |
| Revenue | 14428 | Revenue |
| Description | THIS CATEGORY INCLUDES A VARIETY OF PROGRAMS AND SERVICES DESIGNED TO ALLEVIATE THE ENERGY BURDEN OF ELIGIBLE HOUSEHOLDS. TWO MAJOR PROGRAMS INCLUDED ARE WEATHERIZATION AND LIHEAP.WEATHERIZATION - THE WEATHERIZATION ASSISTANCE PROGRAM HELPS TO REDUCE THE HEATING AND COOLING COSTS FOR LOW-INCOME PERSONS BY IMPROVING THE ENERGY EFFICIENCY OF THEIR HOMES. DURING THE 2011 FISCAL YEAR, A TOTAL OF $3,278,502 WAS EXPENDED TO WEATHERIZE 294 HOMES IN UDMO'S 12-COUNTY SERVICE AREA. THE AVERAGE PER HOME WAS APPROXIMATELY $10,600. LIHEAP - THE LOW INCOME HOME ENERGY ASSISTANCE PROGRAM WAS ESTABLISHED TO HELP LOW-INCOME IOWA HOMEOWNERS AND RENTERS PAY FOR A PORTION OF THEIR PRIMARY HEATING COSTS FOR THE WINTER HEATING SEASON, TO ENCOURAGE REGULAR UTILITY PAYMENTS, TO PROMOTE ENERGY AWARENESS AND TO ENCOURAGE REDUCTION OF ENERGY USAGE THROUGH ENERGY EFFICIENCY AND CLIENT EDUCATION. THE ASSISTANCE IS BASED ON HOUSEHOLD INCOME, HOUSEHOLD SIZE, TYPE OF FUEL AND TYPE OF HOUSING. APPLICATIONS FOR ASSISTANCE ARE TAKEN FROM OCTOBER 1 THROUGH APRIL 15 AT EACH OF UDMO'S COUNTY OUTREACH CENTERS. DURING FY11, UDMO PROVIDED LIHEAP ASSISTANCE TO 6,799 HOUSEHOLDS IN UDMO'S 12-COUNTY SERVICE AREA. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4732466 | Expense |
| Revenue | 11658 | Revenue |
| Description | THIS CATEGORY INCLUDES A VARIETY OF PROGRAMS AND SERVICES GEARED TOWARD THE CARE AND EDUCATION OF YOUNG CHILDREN. PARENTS MAY ALSO BE ASSISTED THROUGH THESE INITIATIVES. HEAD START/EARLY HEAD START/CHILD DEVELOPMENT CENTERS/4-YEAR OLD VOLUNTARY PRESCHOOL UPPER DES MOINES OPPORTUNITY (UDMO) HEAD START AND EARLY HEAD START PROGRAMS AND CHILD DEVELOPMENT CENTERS SERVED 614 CHILDREN AND THEIR FAMILIES DURING THE 2010-2011 PROGRAM YEAR. HEAD START IS FUNDED TO SERVE 344 CHILDREN AND EARLY HEAD START IS FUNDED FOR 176 CHILDREN. ALL PROGRAMS MAINTAINED FULL ENROLLMENT THROUGHOUT THE PROGRAM YEAR. HEAD START SERVES MANY MORE CHILDREN IN PARTNERSHIPS WITH SCHOOL DISTRICTS IN ITS EIGHT-COUNTY SERVICE AREA. UPPER DES MOINES OPPORTUNITY'S HEAD START PROGRAMS ARE AVAILABLE IN BUENA VISTA, CLAY, DICKINSON, EMMET, O'BRIEN, OSCEOLA, PALO ALTO, AND POCAHONTAS.BOTH PROGRAMS MAINTAINED FULL ENROLLMENT THROUGHOUT THE PROGRAM YEAR. OF THE 383 CHILDREN SERVED BY HEAD START, 74% LIVED IN FAMILIES WITH INCOMES BELOW 100% OF POVERTY, 16% LIVED IN FAMILIES BETWEEN 100 AND 130% OF POVERTY, 3% LIVED IN FAMILIES ABOVE 130% OF POVERTY. OF THE 231 CHILDREN SERVED BY EARLY HEAD START, 87% LIVED IN FAMILIES WITH INCOMES BELOW 100% OF POVERTY AND 9% LIVED IN FAMILIES WITH INCOMES BETWEEN 100% AND 130% OF POVERTY. HEAD START SERVED 17.15% WITH DISABILITIES. EARLY HEAD START SERVED 18.75% OF CHILDREN WITH DISABILITIES. HEAD START AND EARLY HEAD START CLASSROOMS WERE ACCREDITED BY THE NATIONAL ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN (NAEYC) DURING THE PROGRAM YEAR. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2132073 | Expense |
| Grants | 205099 | Grants |
| Revenue | 20239 | Revenue |
| Description | COMMUNITY SERVICES INCLUDES A VARIETY OF PROGRAMS SERVING ELIGIBLE PARTICIPANTS WITHIN UDMO'S 12-COUNTY SERVICE AREA. ELIGIBILITY MAY VARY BY PROGRAM. | Description |
Activity Other ActivityOther (5 entries)
| ExpenseExpense | GrantsGrants | RevenueRevenue | DescriptionDescription |
|---|---|---|---|
| 506765 | 169562 | 32921 | HEALTH PROGRAMS |
| 756251 | 100 | FOOD PROGRAMS | |
| 455580 | 145422 | 244120 | OUTREACH |
| 397449 | 86141 | RENTAL HOUSING FACILITIES FOR LOW TO MODERATE INCOME HOUSEHOLDS. | |
| 102616 | 30156 | CORPORATE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2218661 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 314984 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 393438 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 16412082 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 363 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 277 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 31 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 31 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRAVIS EDWARDS FISCAL DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7128593885 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 ROBINS STREET PO BOX 519 | AddressLine1 |
| City | GRAETTINGER | City |
| State | IA | State |
| ZIP Code | 51342 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| DON ALTENA | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BARB ROHWER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BURLIN MATTHEWS | ||||||
| SECRETARY/TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| JACK RYAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DAVID SCOTT | ||||||
| VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| CAROLANN FULLERTON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARDI ALLEN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RON GRAETTINGER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KELLIE JONES | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LORI TIELBAR | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DAN MCCAIN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RON SMITH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| REVEREND GLENN BOHMER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| VINCENT TRIGGS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LAVONNE KIRK | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JANE MCCORMICK | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DOUG BAILEY | ||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| KIM MOTL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOYCE HUGHES | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BARB AMADOR | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| HARLEY HETT | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LUCAS BEENKEN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| TODD HUDSPETH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BEV JUHL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARION ROETZEL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| TIFFANY ANDREASEN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JIM DE BOOM | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LORI ERICHSEN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CLARK FLETCHER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LARRY PEDLEY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CHRIS LIVENGOOD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RONALD LUDWIG | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 91446 | 0 | 20285 | X | |
| TRAVIS EDWARDS | ||||||
| FISCAL OFFICER | 40.00 | 78521 | 0 | 16750 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 169967 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 37035 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BRIAN MCLOUD CONSTRUCTION | |||||
| PO BOX 1546 | FORT DODGE | IA | 50501 | WEATHERIZATION SERVICES | 301638 |
| DREAM BUILDERS | |||||
| 6558 280TH STREET | HARTLEY | IA | 51346 | WEATHERIZATION SERVICES | 198962 |
| FM SERVICES | |||||
| 2857 LITTLE WALL LAKE ROAD | JEWELL | IA | 50130 | WEATHERIZATION SERVICES | 181034 |
| TRI-STATE PLUMBING & HEATING | |||||
| 401 SOUTH MAIN STREET | INWOOD | IA | 51240 | WEATHERIZATION SERVICES | 176495 |
| TERRELL HOME SERVICES | |||||
| 2961 FIR AVENUE | ROCK VALLEY | IA | 51247 | WEATHERIZATION SERVICES | 135626 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Government Grants | 16604021 | GovernmentGrants |
| All Other Contributions | 304014 | AllOtherContributions |
| Total Contributions | 16908035 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PROGRAM INCOME | 624200 | 233856 | 233856 |
| LOW INCOME RENTAL REVE | 531110 | 85983 | 85983 |
| OUTREACH REVENUE | 624100 | 44591 | 44591 |
| TITLE XIX INCOME | 900099 | 26527 | 26527 |
| RESOURCE & REFERRAL RE | 900099 | 1149 | 1149 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47657 | TotalRevenueColumn |
| Related Or Exempt Function Income | 47657 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 439763 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10641 | TotalRevenueColumn |
| Exclusion | $10,641 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17358439 | TotalRevenueColumn |
| Related Or Exempt Function Income | 439763 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $10,641 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7212133 | Total |
| Program Services | 7212133 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 235447 | Total |
| Management And General | 235447 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5892708 | Total |
| Program Services | 5550217 | ProgramServices |
| Management And General | 341531 | ManagementAndGeneral |
| Fundraising | 960 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 387505 | Total |
| Program Services | 364445 | ProgramServices |
| Management And General | 22685 | ManagementAndGeneral |
| Fundraising | 375 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 868697 | Total |
| Program Services | 817641 | ProgramServices |
| Management And General | 50854 | ManagementAndGeneral |
| Fundraising | 202 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 464348 | Total |
| Program Services | 437038 | ProgramServices |
| Management And General | 27183 | ManagementAndGeneral |
| Fundraising | 127 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7554 | Total |
| Management And General | 7554 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36750 | Total |
| Management And General | 36750 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 322376 | Total |
| Program Services | 322376 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 673820 | Total |
| Program Services | 601580 | ProgramServices |
| Management And General | 72240 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30771 | Total |
| Program Services | 27472 | ProgramServices |
| Management And General | 3299 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 361486 | Total |
| Program Services | 322731 | ProgramServices |
| Management And General | 38755 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 387305 | Total |
| Program Services | 345782 | ProgramServices |
| Management And General | 41523 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206392 | Total |
| Program Services | 184265 | ProgramServices |
| Management And General | 22127 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16792 | Total |
| Management And General | 16792 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| OTHER EXPENSES | 246034 | 219656 | 26378 |
| BOARD COSTS | 13215 | 13215 | |
| REGISTRATIONS | 6746 | 6746 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17370079 | Total |
| Program Services | 16412082 | ProgramServices |
| Management And General | 956333 | ManagementAndGeneral |
| Fundraising | 1664 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6125 | BOY |
| EOY | 6025 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 959566 | BOY |
| EOY | 893438 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1116963 | BOY |
| EOY | 868170 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79274 | BOY |
| EOY | 103015 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20877 | BOY |
| EOY | 13764 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128681 | BOY |
| EOY | 203864 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74759 | BOY |
| EOY | 54734 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2265231 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1415023 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 942621 | BOY |
| EOY | 850208 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 349519 | BOY |
| EOY | 349519 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13121 | BOY |
| EOY | 5934 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3691506 | BOY |
| EOY | 3348671 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 662535 | BOY |
| EOY | 553449 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 283197 | BOY |
| EOY | 265876 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 305873 | BOY |
| EOY | 305873 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 210722 | BOY |
| EOY | 5934 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1462327 | BOY |
| EOY | 1131132 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1952886 | BOY |
| EOY | 1945591 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 276293 | BOY |
| EOY | 271948 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2229179 | BOY |
| EOY | 2217539 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3691506 | BOY |
| EOY | 3348671 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -11640 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | 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 | 10400885 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11592996 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14305862 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17291413 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16908035 | CurrentTaxYear |
| Total | 70499191 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10400885 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11592996 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14305862 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17291413 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16908035 | CurrentTaxYear |
| Total | 70499191 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 70499191 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 62820 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 37123 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15694 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13169 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10641 | CurrentTaxYear |
| Total | 139447 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 570086 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 573031 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 637287 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 570266 | CurrentTaxYearMinus1Year |
| Current Tax Year | 439763 | CurrentTaxYear |
| Total | 2790433 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 73429071 | TotalSupport |
| Gross Receipts From Admissions Etc | 2790433 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.96010 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.95360 | 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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 117990 | OtherCostOrOtherBasis |
| Book Value | 117990 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1033252 | OtherCostOrOtherBasis |
| Depreciation | 703014 | Depreciation |
| Book Value | 330238 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1113989 | OtherCostOrOtherBasis |
| Depreciation | 712009 | Depreciation |
| Book Value | 401980 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 850208 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT IN AND ADVANCES TO PARTNERSHIPS | Description |
| Book Value | 349519 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 349519 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITY DEPOSIT PAYABLE | Description |
| Amount | $5,934 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5934 | TotalOfAmounts |
| Total Revenue | 17358439 | TotalRevenue |
| Total Expenses | 17370079 | TotalExpenses |
| Excess Or Deficit For Year | -11640 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | -11640 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 18280480 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 922041 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 922041 | RevenueNotRptdF990 |
| Revenue Subtotal | 17358439 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 17358439 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 18292120 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 922041 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 922041 | ExpensesNotRptdF990 |
| Expenses Subtotal | 17370079 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 17370079 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | UDMO IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR SECTION OF THE IOWA INCOME TAX LAW, WHICH PROVIDES TAX EXEMPTION FOR CORPORATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES. UDMO IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. UDMO HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. FEDERAL RETURNS FOR THE TAX YEAR 2007, AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART X, LINE 2 UDMO IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. UDMO HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. FEDERAL RETURNS FOR THE FISCAL YEARS ENDED SEPTEMBER 30, 2007, 2008, AND 2009 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| ENERGY ASSISTANCE | 7178 | 6692050 |
| HOUSING ASSISTANCE | 555 | 169562 |
| COMMUNITY SERVICE ASSISTANCE | 746 | 205099 |
| OUTREACH ASSISTANCE | 23605 | 145422 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION FOLLOWS FEDERAL COMPLIANCE STANDARDS IN MONITORING GRANTS AND ASSISTANCE. THIS INCLUDES MONITORING VISITS OR OTHER FOLLOW UP WITH RECIPIENTS OF GRANT ASSISTANCE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS REVIEWED BY THE BOARD OF DIRECTORS AT A REGULAR MEETING (IN CONJUNCTION WITH THE PRESENTATION OF THE ANNUAL AUDIT). | |
| BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST AND SUBMIT THE SIGNED DISCLOSURE FORM TO THE ORGANIZATION. THEY ALSO RECEIVE ANNUAL TRAINING ON THE CONFLICT OF INTEREST POLICY. BOARD MEMBERS AND KEY EMPLOYEES ARE ASKED TO REPORT ANY ADDITIONAL CONFLICTS THAT MAY ARISE THROUGHOUT THE YEAR AND THEY ARE ASKED TO ABSTAIN FROM DISCUSSION AND VOTING ON ANY BOARD MEETING TOPICS FOR WHICH THEY MAY HAVE A CONFLICT. | FORM 990, PART VI, SECTION B, LINE 12C | |
| COMPENSATION IS DETERMINED BY EVALUATING AGENCY COMPENSATION RATES WITH AN AGENCY-DEVELOPED REGIONAL COMPENSATION STUDY AND A STATEWIDE WAGE COMPARABILITY STUDY OF OTHER COMMUNITY ACTION AGENCIES. COMPENSATION IS ALSO TIED TO ANNUAL EMPLOYEE EVALUATIONS. | FORM 990, PART VI, SECTION B, LINE 15 | |
| A COPY OF THE FORM 990, ANNUAL AUDIT, CONFLICT OF INTEREST POLICY, OR OTHER ORGANIZATIONAL DOCUMENTS ARE AVAILABLE UPON REQUEST THROUGH OUR ORGANIZATION'S WEBSITE. BOARD OF DIRECTORS MEETING MINUTES ARE ALSO AVAILABLE FOR VIEWING ON THE WEBSITE AT ANY TIME. | FORM 990, PART VI, SECTION C, LINE 19 | |
| AUDIT COMMITTEE OVERSIGHT OF AUDIT | THE BOARD OF DIRECTORS HAS AN AUDIT COMMITTEE THAT OVERSEES THE REQUEST FOR PROPOSAL (RFP) PROCESS FOR SELECTING THE AGENCY'S AUDIT FIRM. THEY REVIEW AND APPROVE THE RFP, REVIEW PROPOSALS RECEIVED, AND RECOMMEND AN AUDIT FIRM TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. THIS COMMITTEE ALSO HOLDS AN EXIT CONFERENCE WITH THE AUDITORS AND REPORTS ANY DISCUSSIONS TO THE BOARD OF DIRECTORS. | FORM 990, PART XI, LINE 2C |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UDMO FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 ROBINS STREET PO BOX 519 | AddressLine1 |
| City | GRAETTINGER | City |
| State | IA | State |
| ZIP Code | 513420519 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043845006 | EIN |
| Primary Activities | FOUNDATION | PrimaryActivities |
| Legal Domicile State | IA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | PF | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIBLEY ONE LP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 ROBINS STREET | AddressLine1 |
| City | GRAETTINGER | City |
| State | IA | State |
| ZIP Code | 513420519 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420923424 | EIN |
| Primary Activity | LOW-INCOME HOUSING | PrimaryActivity |
| Legal Domicile State | IA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Predominant Income Type | RELATED | PredominantIncomeType |
| Share Of Total Income | -31642 | ShareOfTotalIncome |
| Share Of EOY Assets | 3105 | ShareOfEOYAssets |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 1 | GeneralOrManagingPartner |
| Percentage Ownership | 0.01000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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