2023-11-14T08:05:57-06:00 2023-06-30 205925131 SCHNURR & COMPANY LLP 1525 AIRPORT ROAD SUITE 103 AMES IA 50010 990 2022-07-01 420947489 UNITED WAY OF STORY COUNTY INC UNIT 5152685142 315 CLARK AVE AMES IA 50010 JEAN KRESSE PRESIDENT/CEO 5152685142 2023-10-30 1 JEAN KRESSE 999009999 0 MURRAY A STANLEY CPA P00031028 5152336300 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEAN KRESSE 315 CLARK AVE AMES IA 50010 2575322 0 X WWW.UWSTORY.ORG X 1972 IA THE UNITED WAY OF STORY COUNTY IS A STRATEGIC LEADER IN BUILDING COUNTY-WIDE PARTNERSHIPS TO IDENTIFY NEEDS AND TO DEVELOP, SUPPORT AND EVALUATE EFFECTIVE HUMAN SERVICES, ESPECIALLY IN THE AREAS OF HEALTH, EDUCATION, AND FINANCIAL STABILITY, FOR OUR DIVERSE COMMUNITY. 17 17 10 1000 0 0 2127101 2459556 0 0 67066 111805 3235 3510 2197402 2574871 1318264 1301731 0 0 488493 553737 0 0 132688 397755 378578 2204512 2234046 -7110 340825 3255798 3767137 221404 301854 3034394 3465283 THE UNITED WAY OF STORY COUNTY IS A STRATEGIC LEADER IN BUILDING COUNTYWIDE PARTNERSHIPS TO IDENTIFY NEEDS AND TO DEVELOP, SUPPORT AND EVALUATE EFFECTIVE HUMAN SERVICES FOR OUR DIVERSE COMMUNITY. 0 0 1927997 1301731 3510 UNITED WAY OF STORY COUNTY PROVIDES FUNDING FOR SERVICES PROVIDED BY OUR PARTNER AGENCIES THROUGHOUT STORY COUNTY. 1927997 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IA X EMILY RANDALL 5152685142 315 CLARK AVE AMES IA 50010 JONATHAN WICKERT PAST CHAIR 1.00 X 0 0 0 AMBER DEARDORFF BOARD CHAIR 1.00 X 0 0 0 JOEL HOCHESTEIN 1ST VICE CHAIR 1.00 X 0 0 0 KURT JENSEN CORPORATION TREASURER 1.00 X 0 0 0 ADAVID INYANG DIRECTOR 1.00 X 0 0 0 KIM IIAMS SECRETARY 1.00 X 0 0 0 MILLY AGAI DIRECTOR 1.00 X 0 0 0 ANDREW PERRY DIRECTOR 1.00 X 0 0 0 SHARON PERRY FANTINI 2ND VICE CHAIR 1.00 X 0 0 0 KATELYN PROCTOR DIRECTOR 1.00 X 0 0 0 BETHANY MCCURDY DIRECTOR 1.00 X 0 0 0 JASON MORTVEDRT DIRECTOR 1.00 X 0 0 0 EMILY SARGENT DIRECTOR 1.00 X 0 0 0 KATIE SHIVELY DIRECTOR 1.00 X 0 0 0 STEVE TENNEY DIRECTOR 1.00 X 0 0 0 ASHLEY THOMPSON DIRECTOR 1.00 X 0 0 0 JANE WOODLEY DIRECTOR 1.00 X 0 0 0 JEAN KRESSE PRESIDENT 1.00 X 111712 0 4427 EMILY RANDALL FINANCE DIRECTOR 1.00 X 52404 0 2077 164116 0 6504 1 0 0 0 0 41614 157382 2260560 2459556 112256 112256 451 -451 -451 -451 0 41614 0 0 ADMINISTRATIVE FEES/MI 900099 3510 3510 3510 2574871 3510 0 111805 1301731 1301731 164116 85714 34753 43649 316494 215219 96818 4457 15235 7419 3184 4632 22518 18690 1576 2252 35374 22213 3505 9656 7220 7220 12346 12346 12549 12549 26757 22208 1873 2676 82150 68184 5751 8215 2391 1985 167 239 2326 1930 163 233 13525 11225 947 1353 12138 10074 850 1214 CONTRACT SERVICES 100526 98939 1587 BAD DEBT EXPENSE 62770 31385 31385 DUES 25488 21155 1784 2549 MISCELLANEOUS 11959 9926 837 1196 6433 6433 2234046 1927997 173361 132688 1177419 1559790 187132 192405 448325 408959 21123 13382 207277 189031 31771 18246 1390028 1537775 0 36580 3255798 3767137 214100 254141 7304 10894 0 36819 221404 301854 X 2028168 2359423 1006226 1105860 3034394 3465283 3255798 3767137 340825 90064 0 X X 0 1 X 1 0 X 2152498 2515553 2448608 2127101 2459556 11703316 2152498 2515553 2448608 2127101 2459556 11703316 11703316 42281 51754 44677 47675 112256 298643 4534 1970 3235 3510 13249 12015208 0.97400 0.98000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 858342 62559 85568 44293 12346 949830 977662 46355 -108317 44480 12878 858342 757523 45877 222287 38617 9408 977662 724331 50182 17473 34463 757523 652938 73236 35403 30498 6748 724331 1.00000 1 0 91992 73919 18073 115285 115112 173 18246 OPERATING LEASE LIABILITY 36819 36819 2703671 90064 51082 141146 2562525 12346 12346 2574871 2272782 51082 51082 2221700 12346 12346 2234046 PART IV, LINE 2B: THE ORGANIZATION SERVES AS THE FISCAL AGENT FOR SCAP, SCHSC AND CDR. THESE FUNDS ARE HELD TO BE DISBURSED ACCORDING TO THE INDIVIDUAL ORGANIZATIONS' DIRECTION. PART V, LINE 4: 5% PER YEAR IS ALLOWED TO BE USED ON SPECIAL NEEDS DETERMINED AND APPROVED BY THE BOARD OF DIRECTORS. GOLF EVENT 41614 41614 41614 41614 1 HEARTLAND SENIOR SERVICES PO BOX 748 AMES IA 50010 421052353 501(C)3 74739 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES ACPC 920 CARROLL AMES IA 50010 420940017 501(C)3 87250 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES SALVATION ARMY 703 EAST LINCOLN WAY AMES IA 50010 362167910 509(A)(1) 83856 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES AMERICAN RED CROSS PO BOX 73857 CHICAGO IL 60673 420859061 501(C)3 9854 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES BOY SCOUTS OF AMERICA MID IOWA COUNCIL 6123 SCOUT TRAIL DES MOINES IA 50321 420981715 501(C)3 11454 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES BOYS AND GIRLS CLUB 210 SOUTH 5TH ST AMES IA 50010 420888428 501(C)3 88760 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES CAMP FIRE USA 5615 HICKMAN RD DES MOINES IA 50310 420680459 501(C)3 22287 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES CENTER FOR CREATIVE JUSTICE 210 LYNN AVE AMES IA 50014 421020129 501(C)3 11799 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES CHILDSERVE 1915 PHILADELPHIA AMES IA 50010 421390033 501(C)3 30399 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES RAISING READERS IN STORY COUNTY PO BOX 2374 AMES IA 50010 201672684 501(C)3 40943 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES GIRL SCOUTS 10715 HICKMAN RD DES MOINES IA 50322 420698218 501(C)3 10614 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES GOOD NEIGHBOR 613 CLARK AVE AMES IA 50010 391882712 501(C)3 60396 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES MGMC HOME HEALTH SERVICES 1114 DUFF AVE AMES IA 50010 421347891 115(1) 51984 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES LEGAL AID SOCIETY 937 SIXTH ST 101 NEVADA IA 50201 421024720 501(C)3 21167 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES LUTHERAN SERVICES IN IOWA PO BOX 848 WAVERLY IA 50677 420698267 501(C)3 33501 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES NATIONAL ALLIANCE FOR THE MENTALLY ILL 242 5TH STREET AMES IA 50010 421281536 501(C)3 19424 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES HEART OF IOWA REGIONAL TRANSIT 2824 104TH STREET URBANDALE IA 50322 421176997 115(1) 8680 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES STORY TIME CHILDCARE CENTER 84 MAIN ST MAXWELL IA 50161 421349943 501(C)3 37403 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES THE ARC OF STORY COUNTY 130 S SHELDON AVE 302 AMES IA 50014 426099400 501(C)3 39314 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES UNIVERSITY COMMUNITY CHILDCARE 2623 BRUNER DRIVE AMES IA 50010 933443158 501(C)3 32851 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES MAINSTREAM LIVING INC 2012 E 13TH STREET AMES IA 50010 421042459 501(C)3 5394 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES YOUTH AND SHELTER SERVICES 420 KELLOGG AMES IA 50010 421051609 501(C)3 177335 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES YWCA 808 HAYWARD STREET AMES IA 50013 426004224 501(C)3 12948 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES ASSAULT CARE CENTER PO BOX 1429 AMES IA 50010 421052613 501(C)3 71525 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES CENTRAL IOWA RSVP 503 ELM AVENUE STORY CITY IA 50248 421019146 501(C)3 27564 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES FOOD BANK OF IOWA PO BOX 1517 DES MOINES IA 50305 421177880 501(C)3 47100 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES THE BRIDGE HOME 225 SOUTH KELLOGG AMES IA 50010 421252893 501(C)3 14326 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES ALL ABOARD FOR KIDS 6115 510TH AVENUE AMES IA 50014 811782497 501(C)3 7813 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIESTO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES PRIMARY HEALTH CARE 3510 LINCOLNWAY AMES IA 50014 421350092 501(C)3 39562 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES MID IOWA COMMUNITY ACTION 230 SE 16TH STREET 101 AMES IA 50010 420923311 501(C)3 23716 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES NEVADA COMMUNITY CUPBOARD 1110 11TH STREET NEVADA IA 50201 501(C)3 8600 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES NEVADA FOOD AT FIRST 1036 7TH STREET NEVADA IA 50201 460814316 501(C)3 8175 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES 29 3 PART I, LINE 2: GRANT RECIPIENTS SIGN A CONTRACT AND HAVE SIX MONTH REPORTING REQUIREMENTS. ASSET RECEIPIENTS HAVE OUTCOME AND FINANCIAL REPORTING REPONSIBILITIES THAT VARY FROM 990'S TO AN AUDIT DEPENDENT UPON THE REVENUE OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 WAS PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE WRITTEN CONFLICT OF INTEREST POLICY IS REVIEWED YEARLY AT THE FIRST BOARD MEETING. EACH BOARD MEMBER IS TO REVIEW AND SIGN THE POLICY PRIOR TO VOTING ON ANY MATTERS BEFORE THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE ORGANIZATION'S PRESIDENT/CEO AND MANAGEMENT IS COMPARED TO AN UNITED WAY WORLDWIDE COMPENSATION REPORT DURING A SPECIAL PURPOSE EXECUTIVE SESSION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S AUDIT AND MAJOR POLICIES ARE AVAILABLE ON THEIR WEBSITE. ANY OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. PART XII, LINE 2C THE BOARD ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE COMPILATION OF ITS FINANCIAL STATEMENTS, THE AUDIT, AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT TO PERFORM THE AUDIT.