2023-08-15T06:33:14-05:00 2023-03-31 200436277 BOWMAN & MILLER PC 24 E MAIN ST MARSHALLTOWN IA 50158 990 2022-04-01 420871626 MARSHALLTOWN AREA UNITED WAY MARS 6417524688 709 S CENTER SUITE 135 MARSHALLTOWN IA 50158 KENDRA SORENSEN EXECUTIVE DIRECTOR 6417524688 2023-08-15 1 KENDRA SORENSEN 999009999 0 ELIZABETH A MILLER P00147679 6417539337 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KENDRA SORENSEN 709 S CENTER STREET SUITE 135 MARSHALLTOWN IA 50158 965560 0 X WWW.UNITEDWAYMARSHALLTOWN.ORG X 1929 IA REDISTRIBUTE GENERAL PUBLIC CONTRIBUTIONS 20 20 6 80 0 0 721044 903470 0 0 2604 6561 47089 39128 770737 949159 502445 809787 0 0 128386 125812 0 0 161864 113151 116391 743982 1051990 26755 -102831 1101154 1172651 470738 645066 630416 527585 TO PROVIDE A MECHANISM TO ENCOURAGE CHARITABLE GIVING, TO FACILITATE THE DISTRIBUTION OF GIFTS TO MEMBER AGENCIES THAT WILL ENHANCE THE QUALITY OF LIFE FOR ALL MARSHALL COUNTY RESIDENTS. 0 0 809787 809787 THE UNITED WAY COLLECTS CONTRIBUTIONS FROM THE PUBLIC AND REDISTRIBUTES THEM TO 23 NON-PROFIT ORGANIZATIONS IN THE COMMUNITY. 809787 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 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 0 0 6 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X KENDRA SORENSEN 6417524688 709 S CENTER STREET SUITE 135 MARSHALLTOWN IA 50158 KENDRA SORENSEN EXECUTIVE DIRECTOR 40.00 X 58710 0 3750 NAN BENSON PRESIDENT 0.00 X X 0 0 0 GAIL HULL BOARD MEMBER 0.00 X 0 0 0 MARK NYMEYER BOARD MEMBER 0.00 X 0 0 0 CRYSTAL ESTABROOK BOARD MEMBER 0.00 X 0 0 0 CRISTINA CERVANTES BOARD MEMBER 0.00 X 0 0 0 MEGAN MANN BOARD MEMBER 0.00 X 0 0 0 MATTHEW BRODIN BOARD MEMBER 0.00 X 0 0 0 SAM UPAH VICE-PRESIDENT 0.00 X X 0 0 0 TOBY BRIMMER BOARD MEMBER 0.00 X 0 0 0 KIEL STEVENSON BOARD MEMBER 0.00 X 0 0 0 SHAUNA SMITH BOARD MEMBER 0.00 X 0 0 0 GABRIELA VARGAS-AVALOS BOARD MEMBER 0.00 X 0 0 0 KATIE FINK BOARD MEMBER 0.00 X 0 0 0 SAMUEL IBARRA BOARD MEMBER 0.00 X 0 0 0 GEOFF HUBBARD BOARD MEMBER 0.00 X 0 0 0 BRANDON BUCK PAST PRESIDENT 0.00 X X 0 0 0 DEB KERR BOARD MEMBER 0.00 X 0 0 0 GARY MCKIBBEN TREASURER 0.00 X X 0 0 0 SAMPSON SONGKHAMDET BOARD MEMBER 0.00 X 0 0 0 JUSTIN WELTER BOARD MEMBER 0.00 X 0 0 0 58710 0 3750 0 0 0 0 0 903470 903470 6561 6561 61132 16401 44731 44731 UNREALIZED LOSS 900001 -5603 -5603 -5603 949159 958 0 44731 809787 809787 62460 23320 39140 54558 20565 33993 8794 8794 6370 2830 3540 64161 64161 3866 1141 2725 9744 3212 6532 677 677 1979 828 1151 1353 451 902 12071 12071 9052 9052 2334 2334 MISCELLANEOUS 3355 3355 DUES & SUBSCRIPTIONS 1429 503 926 1051990 809787 80339 161864 823385 625987 107042 361079 106866 111717 50160 25107 10004 25053 53857 48815 1101154 1172651 23537 27676 326518 492119 112722 101258 7961 24013 470738 645066 X 327649 370655 302767 156930 630416 527585 1101154 1172651 -102831 0 X 0 0 0 X 851391 811489 825262 721044 964602 4173788 851391 811489 825262 721044 964602 4173788 4173788 3473 5558 3439 2478 6561 21509 4195297 0.99490 0.99520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 160899 -3719 250 156930 159863 2171 885 250 160899 140066 21297 1250 250 159863 144823 -3030 1727 140066 140573 250 4250 250 144823 0 0 15815 14070 1745 34345 11037 23308 25053 LEASE PAYABLE 24013 24013 X 965560 16401 16401 949159 0 949159 1068391 16401 16401 1051990 0 1051990 PART V, LINE 4: ENDOWMENT FUND WAS ESTABLISHED BY THE DONOR AND THE PRINCIPAL IS TO REMAIN IN PERPETUITY. THE ORGANIZATION ALLOCATES 75% OF THE INVESTMENT EARNINGS TO THE ANNUAL CAMPAIGN AND THE REMAINING 25% STAYS IN THE ENDOWMENT FUND FOR REINVESTMENT. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS ADOPTED THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAX POSITIONS WHICH CLARIFIES THE ACCOUNTING AND RECOGNITION FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN ITS INCOME TAX RETURNS. THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY TAXING JURISDICTIONS. THE ORGANIZATION'S OPEN AUDIT PERIODS ARE 2020 - 2022. THE ORGANIZATION HAS ANALYZED ITS TAX POSITION AND BELIEVES ITS INCOME TAX FILING POSITION WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN SIGNIFICANT ADVERSE AFFECTS TO THE ORGANIZATION'S FINANCIAL REPORTS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT MARCH 31, 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 16401. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 16401. GOLF TOURNAMENT 17491 17491 1340 3461 858 444 SILENT PURSE AUCTION 33700 33700 365 500 5851 1450 3 9941 9941 411 300 1403 18 61132 61132 2116 4261 8112 1450 462 16401 44731 0 AMERICAN RED CROSS 2116 GRAND AVENUE DES MOINES IA 50312 530196605 501(C)(3) 14955 0 READINESS & RESPONSE PROGRAM ARC OF MARSHALL COUNTY PO BOX 966 MARSHALLTOWN IA 50158 426099434 501(C)(3) 35819 0 WEEKLY AND SUMMER PROGRAMMING BIG BROTHERSBIG SISTERS HEART OF IOWA 31 S 1ST STREET MARSHALLTOWN IA 50158 237288089 501(C)(3) 43000 0 YOUTH INTERVENTION-MENTORING AL EXITO PO BOX 93531 DES MOINES IA 50393 270933503 501(C)(3) 15875 0 PREPARE LATINAS/LATINOS FOR POST HIGH SCHOOL EDUCATION CHILD ABUSE PREVENTION SERVICES INC 306 S 17TH AVENUE MARSHALLTOWN IA 50158 421234033 501(C)(3) 98223 0 BUILDING HEALTHY FAMILIES, SEXUAL ABUSE PREVENTION & CRISIS CHILD CARE CIRSI PO BOX 1356 MARSHALLTOWN IA 50158 421026180 501(C)(3) 58832 0 HOUSING NEEDS, UPKEEP AND REPAIRS ACCESS PO BOX 1429 AMES IA 50014 421238175 501(C)(3) 40474 0 ASSAULT CARE CENTER GIRL SCOUTS OF GREATER IOWA 10715 HICKMAN RD URBANDALE IA 50322 420698218 501(C)(3) 5970 0 GIRL SCOUT LEADERSHIP EXPERIENCE IOWA RIVER HOSPICE 502 PLAZA HEIGHTS RD MARSHALLTOWN IA 50158 421400440 501(C)(3) 39953 0 BEREAVMENT PROGRAM IOWA LEGAL AID 317 7TH AVENUE SUITE 404 CEDAR RAPIDS IA 52401 421079227 501(C)(3) 10470 0 MARSHALL COUNTY LEGAL ASSISTANCE PROJECT YOUTH AND SHELTER SERVICES OF MARSHALL COUNTY 22 N CENTER STREET MARSHALLTOWN IA 50158 421051609 501(C)(3) 57500 0 CRISIS INTERVENTION, HISPANIC OUTREACH, SCHOOL BASED, TRANSITIONAL LIVING, FADSS, W. MARSHALL KIDS CLUB SALVATION ARMY PO BOX 482 MARSHALLTOWN IA 50158 362167910 501(C)(3) 73929 0 SOCIAL SERVICES SENIOR CITIZENS CENTER 207 E CHURCH ST MARSHALLTOWN IA 50158 237154984 501(C)(3) 14992 0 SENIOR SOCIAL CLUB & MORNING PROGRAMS CENTER ASSOCIATES 3809 S CENTER STREET MARSHALLTOWN IA 50158 420805386 501(C)(3) 25539 0 EVALUATION AND TREATMENT SERVICES-MENTAL ILLINESSES MID-IOWA TRIUMPH RECOVERY CENTER 204 E LINN ST SUITE A MARSHALLTOWN IA 50158 463089811 501(C)(3) 15000 0 SUPPORTING CHRONICALLY MENTAL ILL COMPASSIONATE FRIENDS 205 W MEADOW LANE MARSHALLTOWN IA 50158 501(C)(3) 2599 0 CHILD BEREAVEMENT NEWSLETTERS RSVP CENTRAL IOWA 503 ELM AVENUE STORY CITY IA 50248 113772006 501(C)(3) 3996 0 TO HELP PROVIDE VOLUNTEER MANGEMENT FOR SENIORS HOUSE OF COMPASSION 211 W CHURCH STREET MARSHALLTOWN IA 50158 421423404 501(C)(3) 25000 0 REACHING OUT WITH THE LOVE OF CHRIST THROUGH PRACTICAL ACTS OF LOVE IN OUR SOUP KITCHEN, SUPPLY CLOSET, AND CLIENT ASSISTANCE PROGRAMS NE AREA AGENCY ON AGING 123 W MAIN ST MARSHALLTOWN IA 50158 521621262 501(C)(3) 12461 0 COORDINATES SERVICES FOR INDIVIDUALS TO HELP THEM MAINTAIN THE INDEPENDENCE THEY DESIRE RALPHA REINS THE FARM OF CONRAD 1062 SANFORD AVENUE CONRAD IA 50621 811192802 501(C)(3) 10483 0 EQUINE ASSISTED PSYCHOTHERAPY AND LEARNING BRIDGE HOME 225 S KELLOGG AMES IA 50010 421252893 501(C)(3) 46475 0 TO PROVIDE HOPE AND A HOME FOR INDIVIDUALS WHO HAVE FALLEN ON HARD TIMES LEGRAND COMMUNITY CENTER PO BOX 430 LEGRAND IA 50142 426039479 501(C)(3) 3975 0 LEGRAND ENRICHMENT AND ARTS PROGRAM MARINE CADETS OF CENTRAL IOWA 2008 BAILEY DRIVE MARSHALLTOWN IA 50158 426021297 501(C)(3) 6997 0 AFTER SCHOOL INITIATIVE AND TRAINING SUPPORT FOR TEENAGERS MARSHALLTOWN PARKS AND RECREATION-CITY OF MARSHALLTOWN 24 N CENTER STREET MARSHALLTOWN IA 50158 501(C)(3) 82275 0 TO PROVIDE FUNDING FOR COLISEUM IMPROVMENTS TO BE USED BY THE ENTIRE COMMUNITY COMMUNITY FOUNDATION OF MARSHALL COUNTY 709 S CENTER STREET MARSHALLTOWN IA 50158 501(C)(3) 60000 0 TO SET ASIDE FUNDS FOR FUTURE CATASTROPHIC EVENTS IN MARSHALLTOWN FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS AND APPROVED PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS FILL OUT A CONFLICT OF INTEREST STATEMENT ON A YEARLY BASIS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED AND APPROVED BY THE BOARD ON A YEARLY BASIS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES THE FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES COPIES OF THESE POLICIES UPON WRITTEN REQUEST.