2023-09-05T13:04:20-05:00 2023-03-31 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVENUE SE SUITE 300 CEDAR RAPIDS IA 52401 990 2022-04-01 426062055 UNITED WAY OF JOHNSON & WASHINGTON COUNTIES INC UNIT 3193387823 1150 5TH ST 290 CORALVILLE IA 52241 JENNIFER BANTA PRESIDENT & CEO 3193387823 2023-08-23 1 JENNIFER BANTA 999009999 0 DAVID LITTLE P01480921 3193632697 2023-08-23 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JENNIFER BANTA 1150 5TH ST 290 CORALVILLE IA 52241 2577748 0 X WWW.UNITEDWAYJWC.ORG X 1958 IA TO IMPROVE LIVES BY UNITING THE CARING POWER OF COMMUNITY IN JOHNSON AND WASHINGTON COUNTIES. 21 21 13 1767 0 0 2368568 2566140 0 0 7386 11608 -26992 -26089 2348962 2551659 1436892 1425305 0 0 622943 690360 0 0 109173 285028 302000 2344863 2417665 4099 133994 3316664 3485615 1775933 1844931 1540731 1640684 X THE MISSION OF UNITED WAY OF JOHNSON & WASHINGTON COUNTIES, INC. (UWJWC) IS TO IMPROVE LIVES BY UNITING THE CARING POWER OF COMMUNITY IN JOHNSON AND WASHINGTON COUNTIES. 0 0 2051840 1425305 PARTNER AGENCY INVESTMENTS - SEE SCHEDULE O DONOR DESIGNATIONS - SEE SCHEDULE O OTHER PROGRAM SERVICES - SEE SCHEDULE O 2051840 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 2 0 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 1 1 0 X X X ANNA MARIA UPAH 3193387823 1150 5TH STREET SUITE 290 CORALVILLE IA 52241 JACKI TOWNSEND BOARD CHAIR 1.50 X X 0 0 0 GABE AGUIRRE PAST CHAIR 1.50 X X 0 0 0 LEN DEVAISHER RESOURCE DEVELOPMENT CHAIR 1.50 X X 0 0 0 MARSHA WOLFF COMMUNITY IMPACT CHAIR 1.50 X X 0 0 0 LYNSEY YOKUM INTERNAL OPERATIONS CHAIR 1.50 X X 0 0 0 CHARLIE ASTORINO BOARD MEMBER 1.00 X 0 0 0 JUSTIN BISHOP BOARD MEMBER 1.00 X 0 0 0 MATT BROWN BOARD MEMBER 1.00 X 0 0 0 DAN CLAY BOARD MEMBER 1.00 X 0 0 0 EMILY COLLINS BOARD MEMBER 1.00 X 0 0 0 JIM CONARD BOARD MEMBER 1.00 X 0 0 0 TERRI DAVIS BOARD MEMBER 1.00 X 0 0 0 RYAN HEIAR BOARD MEMBER 1.00 X 0 0 0 SHANE KRON BOARD MEMBER 1.00 X 0 0 0 MICHAEL LEHMAN BOARD MEMBER 1.00 X 0 0 0 CHACE RAMEY BOARD MEMBER 1.00 X 0 0 0 BROOKE STRAHN-KOLLER BOARD MEMBER 1.00 X 0 0 0 RYAN SWARTZ BOARD MEMBER 1.00 X 0 0 0 BARBARA THOMAS BOARD MEMBER 1.00 X 0 0 0 LIZ TOVAR BOARD MEMBER 1.00 X 0 0 0 TRICIA VAN ROEKEL BOARD MEMBER 1.00 X 0 0 0 JENNIFER BANTA PRESIDENT & CEO 40.00 X 10883 0 860 MARY WESTBROOK INTERIM PRESIDENT & CEO 40.00 X 33450 0 0 CATHERINE KNIGHT PAST PRESIDENT & CEO 40.00 X 23780 0 5476 TERESA ANDERSON DIRECTOR OF FINANCE 40.00 X 73177 0 5984 141290 0 12320 0 0 0 0 0 61260 295063 2209817 51174 2566140 11396 11396 212 0 212 212 212 0 61260 26089 -26089 -26089 2551659 11396 0 -25877 1425305 1425305 151034 24542 96588 29904 383239 329140 26624 27475 17703 16773 102 828 100391 77922 19433 3036 37993 24999 8792 4202 4646 1638 2163 845 27188 9587 12660 4941 5565 132 5402 31 3011 1062 1402 547 231 133 66 32 25479 18599 4636 2244 38412 19281 4444 14687 35864 21731 9561 4572 3134 2301 323 510 1013 819 131 63 25867 16110 6602 3155 6306 4155 1455 696 5651 3251 1624 776 BAD DEBT EXPENSE 54308 0 54308 0 GRANT RELATED EXPENSES 32596 32596 VOLUNTEER CENTER 18356 18356 CAMPAIGN SUPPLIES/EVENT 14373 3408 336 10629 2417665 2051840 256652 109173 345345 237019 1828143 1681743 800593 1124442 5375 5954 137961 120568 0 17393 337208 419064 3316664 3485615 45086 42396 1715431 1715155 15416 4517 82863 1775933 1844931 X 865022 830746 675709 809938 1540731 1640684 3316664 3485615 X 133994 -34041 X X 0 1 X 1 0 X 2280633 2484351 2758329 2368568 2547325 12439206 2280633 2484351 2758329 2368568 2547325 12439206 552683 11886523 11836 22911 10039 7246 11396 63428 12502634 -58556 0.95070 0.95580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 4008 4008 0 133953 116560 17393 17393 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 336317 RIGHT OF USE ASSET, NET 82747 419064 X 2269269 61381 -34041 27340 2241929 309730 309730 2551659 2169316 61381 61381 2107935 309730 309730 2417665 PART X, LINE 2: UWJWC IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR SECTION OF THE IOWA INCOME TAX LAW, WHICH PROVIDES AN INCOME TAX EXEMPTION FOR ORGANIZATIONS OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES. THE INTERNAL REVENUE SERVICE HAS NOT DETERMINED THAT UWJWC IS A PRIVATE FOUNDATION. UWJWC FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION. UWJWC FOLLOWS THE ACCOUNTING STANDARDS TO EVALUATE UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION -34,041. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET DONOR DESIGNATIONS PAID TO OTHERS, OFFSET TO REVENUE ON FINANCIAL STMTS 309,730. PART XII, LINE 4B - OTHER ADJUSTMENTS: NET DONOR DESIGNATIONS PAID TO OTHERS, OFFSET TO REVENUE ON FINANCIAL STMTS 309,730. POWER OF THE PURSE 36169 36169 13934 10000 HOOPS & HOPS 25091 25091 2155 61260 61260 13934 10000 2155 26089 -26089 IA 1 0 1 0 1.00000 TERESA ANDERSON 1150 5TH STREET SUITE 290 CORALVILLE IA 52241 0 TERESA ANDERSON OVERSIGHT OF ENTIRE FUNDRAISING EVENT. X 1 1 4CS COMMUNITY COORDINATED CHILD CARE 1500 SYCAMORE ST IOWA CITY IA 52240 237351124 501C3 31358 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS ABBE MENTAL HEALTH CENTER 1039 ARTHUR ST IOWA CITY IA 52240 421045257 501C3 28000 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS AGING SERVICESPATHWAYS ADULT DAY HEALTH CENTER 817 PEPPERWOOD LANE IOWA CITY IA 52240 237085316 501C3 34500 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS BIG BROTHERS BIG SISTERS OF JOHNSON COUNTY 3109 OLD HWY 218 SOUTH IOWA CITY IA 52246 426021441 501C3 47134 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS COMMUNITY CRISIS SERVICES AND FOOD BANK 1121 GILBERT CT IOWA CITY IA 52240 420955992 501C3 110068 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS CORALVILLE COMMUNITY FOOD PANTRY 1002 5TH ST CORALVILLE IA 52241 473509757 501C3 18000 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS DOMESTIC VIOLENCE INTERVENTION PROGRAM (DVIP) 1105 S GILBERT CT SUITE 300 IOWA CITY IA 52240 421124902 501C3 76500 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS FREE LUNCH PROGRAM 1105 S GILBERT CT SUITE 100 IOWA CITY IA 52240 264722790 501C3 5508 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS GERIATRIC & SPECIAL NEEDS DENTAL PROGRAM UNIVERSITY OF IOWA W329 DSB IOWA CITY IA 52242 426004813 GOVT 7500 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS GOODWILL OF THE HEARTLAND 1410 S FIRST AVE IOWA CITY IA 52240 420923563 501C3 23250 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS HACAP - IOWA CITY 367 SOUTHGATE AVE IOWA CITY IA 52240 420898405 501C3 22000 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS HEALTHY KIDS SCHOOL-BASED CLINICS 1725 N DODGE ST IOWA CITY IA 52245 426023567 OTHER 73000 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS HILLCREST FAMILY SERVICES 407 HIGHWAY 1 WEST IOWA CITY IA 52246 420680411 501C3 5500 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS HORIZONS 819 5TH ST SE CEDAR RAPIDS IA 52406 421135083 501C3 25000 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS IOWA CITY FREE MEDICAL & DENTAL CLINIC 2440 TOWNCREST DR IOWA CITY IA 52240 420960955 501C3 117000 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS IOWA LEGAL AID 1700 SOUTH FIRST AVE SUITE 10 IOWA CITY IA 52240 421079227 501C3 40000 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS IOWA VALLEY HABITAT FOR HUMANITY 2401 SCOTT BLVD SE IOWA CITY IA 52240 421410210 501C3 15000 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS JOAN BUXTON SCHOOL CHILDREN'S AID 1725 N DODGE ST IOWA CITY IA 52245 426023567 OTHER 9500 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS NEIGHBORHOOD CENTERS OF JOHNSON COUNTY PO BOX 2491 IOWA CITY IA 52244 421060964 501C3 127500 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS NORTH LIBERTY COMMUNITY PANTRY 89 NORTH JONES BLVD NORTH LIBERTY IA 52317 421233284 501C3 25000 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS PRELUDE BEHAVIORAL SERVICES 430 SOUTHGATE AVE IOWA CITY IA 52240 420946031 501C3 20640 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS RVAP 332 S LINN ST SUITE 100 IOWA CITY IA 52240 426004813 GOVT 23000 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS SHELTER HOUSE 429 SOUTHGATE AVE IOWA CITY IA 52240 421231451 501C3 84500 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS TABLE TO TABLE 840 S CAPITOL ST IOWA CITY IA 52240 421457219 501C3 55000 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS THE ARC OF SOUTHEAST IOWA 2620 MUSCATINE AVE IOWA CITY IA 52240 420933140 501C3 28950 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS THE HOUSING FELLOWSHIP 322 EAST SECOND ST IOWA CITY IA 52240 421362432 501C3 22141 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS UNITED ACTION FOR YOUTH 1700 S FIRST AVE SUITE 14 IOWA CITY IA 52240 420954860 501C3 72000 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS 27 3 PART I, LINE 2: ALLOCATIONS: ORGANIZATIONS RECEIVING DISCRETIONARY FUNDING FROM UWJWC (DETERMINED BY COMMUNITY IMPACT COUNCIL VOLUNTEERS) UNDERGO INTENSIVE PRE-SCREENING BEFORE BEING AWARDED FUNDING. SUCH SCREENING INCLUDES: - AN APPLICATION PROCESS THAT INCLUDES EXPLANATION OF THE PROPOSED USE AND RESULTS FROM THE USE OF THE FUNDING - FINANCIAL REVIEW OF THE ORGANIZATION TO GAIN A LEVEL OF ASSURANCE THAT THE ORGANIZATION FOLLOWS SOUND FISCAL POLICIES - VERIFICATION OF COMPLIANCE WITH THE PROVISIONS OF THE PATRIOT ACT - VERIFICATION OF CURRENT STATUS AS AN IRS CODE SECTION 501(C)(3) PUBLIC CHARITY OR GOVERNMENTAL AGENCY - ARE REQUIRED TO PROVIDE UWJWC WITH QUARTERLY PROGRESS REPORTS THAT SHOW HOW THE FUNDING HAS BEEN UTILIZED TO DATE AND HOW THAT FUNDING HAS IMPACTED THE MISSION ACHIEVEMENTS - ARE REQUIRED TO PROVIDE UWJWC WITH A FINAL REPORT AT THE END OF THE ALLOCATION PERIOD THAT VERIFIES THAT ALL FUNDING HAS BEEN USED FOR THE PURPOSES INTENDED AND WHAT THE RESULTS WERE COMPARED TO THE PROPOSED RESULTS FROM THE ORIGINAL APPLICATION X 3341 FAIR VALUE X SPECIAL EVENT 8 26089 FAIR VALUE X OFFICE EQUIPMENT 1 18635 FAIR VALUE X OTHER 2315 3109 FAIR VALUE 0 1 1 PART I, COLUMN (B): AMOUNT IN COLUMN B INDICATES THE NUMBER OF CONTRIBUTORS. PART I, LINE 32B: THE ORGANIZATION UTILIZES A THIRD PARTY TO SELL GIFTS OF STOCK. STOCK IS SOLD AS SOON AS POSSIBLE AFTER IT IS RECEIVED INTO THE ORGANIZATION'S ACCOUNT. THE ORGANIZATION HAS DEFINED PROCESSES TO ENSURE THE GIFTS ARE PROPERLY RECORDED. FORM 990, PART III, LINE 4A - FIRST ACCOMPLISHMENT PARTNER AGENCY INVESTMENTS - UNITED WAY WITH 30 PARTNER AGENCIES REACHES OUT TO PEOPLE FACING URGENT NEEDS AND LONG-TERM CHALLENGES. THE AGENCIES WORK TOGETHER TO ADDRESS NEEDS ON A DAY-TO-DAY BASIS AND, WITH UNITED WAY, CREATE INTEGRATED SOLUTIONS TO CRITICAL ISSUES. THE HIGH-QUALITY SERVICES PROVIDE PLACE-BASED AND MULTI-GENERATION COLLABORATIONS THAT CHANGE THE FUTURE FOR LOCAL INDIVIDUALS AND FAMILIES. BY ASSESSING COMMUNITY TRENDS AND GAPS IN SERVICES, UNITED WAY PROVIDES A VALUABLE PHILANTHROPIC SERVICE TO DONORS BY INVESTING IN SOME OF THE BEST NON-PROFITS THROUGH THE VOLUNTEER LED ANNUAL AGENCY INVESTMENT PROCESS. UNITED WAY IS COMMITTED TO ALL PEOPLE HAVING THE BEST CHANCE OF SUCCESS. AS JOHNSON & WASHINGTON COUNTIES CONTINUE TO GROW AND BECOME MORE DIVERSE, MAKING A GIFT TO UNITED WAY IS THE MOST EFFECTIVE WAY TO HELP OUR WHOLE COMMUNITY. TOGETHER, WE HELP MEET THE NEEDS IN JOHNSON & WASHINGTON COUNTIES IN THE BROAD AREAS OF BIRTH THROUGH ADULT EDUCATION, BUILDING FINANCIAL STABILITY, AND ACCESS TO HEALTH. FORM 990, PART III, LINE 4B - SECOND ACCOMPLISHMENT DONOR DESIGNATIONS - UNITED WAY DONOR DESIGNATED FUNDS: CONTRIBUTORS TO UNITED WAY MAY DESIGNATE ALL OR A PORTION OF THEIR CONTRIBUTIONS TO UNITED WAY AGENCIES OR TO NONAFFILIATED 501C3 ORGANIZATIONS, CHURCHES, OR GOVERNMENTAL AGENCIES. UNITED WAY DISTRIBUTES THE FUNDS TO THE DESIGNATED ORGANIZATIONS IN APRIL AND OCTOBER OF EACH YEAR. DONORS CAN ALSO DESIGNATE THEIR GIFT TO UNITED WAY INITIATIVES, SUCH AS: EARLY LITERACY & GRADE LEVEL READING PROGRAMS; SUMMERSHIP CAMP SCHOLARSHIPS AND OUR DISASTER RELIEF FUND. DONORS MAY ALSO DIRECT THEIR GIFTS TO LONGER-TERM FUNDS, SUCH AS: INNOVATION & SUSTAINABILITY FUND, & UNITED WAY ENDOWMENT FUND (HELD AT THE COMMUNITY FOUNDATION OF JOHNSON COUNTY). FORM 990, PART III, LINE 4C - THIRD ACCOMPLISHMENT OTHER PROGRAM SERVICES - OTHER UNITED WAY OF JOHNSON & WASHINGTON COUNTIES PROGRAMMING INCLUDES: COMMUNITY BUILDING, ASSESSMENT AND ACCOUNTABILITY INITIATIVES. UNITED WAY FULFILLS ITS MISSION BY: 1) RESEARCHING AND ASSESSING COMMUNITY CONDITIONS AND LEADING MULTI-SECTOR GOAL SETTING, 2) DEVELOPING STRATEGIES AND RECRUITING RESOURCES TO DRIVE CHANGE, MEET NEEDS AND BUILD ASSETS IN THE COMMUNITY, AND 3) DELIVERING RESULTS BY MONITORING PROGRESS AND CHANGE IN COMMUNITY CONDITIONS. UWJWC PARNTERS WITH LOCAL LEADERS TO CREATE A COMMUNITY ASSESSMENT AND ASSISTS TO CONVENE A CROSS-SECTOR VISIONING AND GOAL SETTING PROCESS. UNITED WAY VOLUNTEER CENTER: THE UNITED WAY VOLUNTEER CENTER'S CORE MISSION IS TO INSPIRE, MOBILIZE AND EQUIP INDIVIDUALS AND GROUPS TO TAKE POSITIVE ACTION TO ADDRESS PRESSING CHALLENGES, SUPPORT NONPROFITS, PREPARE AND RESPOND TO DISASTERS, AND STRENGTHEN THE QUALITY OF LIFE IN JOHNSON AND WASHINGTON COUNTIES. THE VOLUNTEER CENTER IS THE RESOURCE DEVOTED TO INCREASING VOLUNTEERISM, ENGAGEMENT AND SERVICE, BUILDING A COMMUNITY OF VOLUNTEERS! WE ENCOURAGE ADULTS TO SERVE, YOUTH TO VOLUNTEER AND BUILD CHARACTER, FAMILIES TO BOND, YOUNG PROFESSIONALS TO LEAD, MATURE ADULTS TO SHARE THEIR WISDOM AND BUSINESSES TO SUPPORT OUR COMMUNITY. THROUGH ORGANIZED VOLUNTEER PROJECTS, AS WELL AS BY CONNECTING INDIVIDUALS TO NONPROFIT ORGANIZATIONS, THE UNITED WAY VOLUNTEER CENTER HELPS PEOPLE TAKE ACTION. 55+ RSVP PROGRAM: RSVP ENGAGES INDIVIDUALS AGED 55 AND OLDER IN CITIZEN SERVICE. IT IS ONE OF THE LARGEST VOLUNTEER NETWORKS IN THE NATION FOR PEOPLE 55 AND OVER AND ENCOURAGES INDIVIDUALS TO USE THE SKILLS AND TALENTS THEY HAVE LEARNED OVER THE YEARS, OR DEVELOP NEW ONES, WHILE SERVING IN A VARIETY OF VOLUNTEER ACTIVITIES. THE UNITED WAY 55+ RSVP PROGRAM PROVIDES VOLUNTEERS BOTH ON AN ONGOING BASIS AND FOR SPECIAL EVENTS AND NEEDS TO LOCAL PARTNERS. VOLUNTEERS ASSIST IN MULTIPLE WAYS, INCLUDING WORKING IN FOOD PANTRIES, DELIVERING MEALS, BECOMING LITERACY VOLUNTEERS, DRIVING FOR OUR MEDICAL TRANSPORTATION PROGRAM, AS WELL AS SUPPORTING MAILINGS, CLERICAL ASSISTANCE AND MANY MORE OPPORTUNITIES. 55+ RSVP COUNTIES SERVED INCLUDE: JOHNSON, WASHINGTON, DES MOINES, AND MUSCATINE. PEN PALS: WHILE THERE ARE MANY WRITING STRATEGIES DESIGNED TO ISOLATE SPECIFIC SKILLS, THERE ARE FEW RESOURCES DESIGNED TO MOTIVATE STUDENTS TO CLEARLY EXPRESS THEIR IDEAS. TEACHERS OFTEN STRUGGLE TO FIGURE OUT HOW TO TEACH WRITING IN A WAY THAT FEELS AUTHENTIC TO STUDENTS. THE PEN PALS PROGRAM HELPS TO MOTIVATE STUDENTS BY PROVIDING AN AUDIENCE FOR THEIR IDEAS. BY CONNECTING EVERY STUDENT WITH A PEN PAL, STUDENTS HAVE THE OPPORTUNITY TO COMMUNICATE IN A FUN WAY. PARTICIPANTS WILL BECOME ACQUAINTED THROUGH FRIENDLY CORRESPONDENCE AND LEARN FROM EACH OTHER ABOUT A RANGE OF INTERESTING TOPICS. THE PROGRAM HELPS STUDENTS PRACTICE THE ART OF WRITING, INCREASE LITERACY SKILLS AND BUILD POSITIVE RELATIONSHIPS FOR LOCAL ELEMENTARY SCHOOL STUDENTS. THANKSGIVING IN JULY: FOOD IS ONE OF OUR MOST BASIC NEEDS. EVERYONE UNDERSTANDS WHAT IT MEANS TO BE HUNGRY, YET MANY ARE UNAWARE OF HOW WIDESPREAD THE NEED IS IN OUR COMMUNITY. THANKSGIVING IN JULY CONNECTS A NETWORK OF CONCERNED INDIVIDUALS SILENTLY WAGING THE WAR AGAINST HUNGER EACH DAY. THANKSGIVING IN JULY IS A COMMUNITY-WIDE FOOD DRIVE HELD THROUGHOUT THE MONTH OF JULY BY AREA BUSINESS, CIVIC AND FAITH BASED ORGANIZATIONS AS WELL AS INTERESTED INDIVIDUALS. ALL FOOD AND FUNDS DONATED GO DIRECTLY TO INDIVIDUALS AND FAMILIES IN NEED OF ASSISTANCE THROUGHOUT JOHNSON & WASHINGTON COUNTIES. THANKSGIVING IN JULY IS IN 11 DIFFERENT COMMUNITIES SUPPORTING 51 FOOD PANTRIES AND FOOD RELIEF ORGANIZATIONS. HOLIDAY ADOPT A FAMILY: FOR MANY FAMILIES, THE HOLIDAYS CAN BE AN EXTREMELY DIFFICULT TIME. ADOPT A FAMILY IS DESIGNED TO SUPPORT FAMILIES WHO OTHERWISE WOULDN'T HAVE THE RESOURCES TO CELEBRATE THE HOLIDAYS. THIS PROGRAM PROVIDES A WONDERFUL HOLIDAY EXPERIENCE FOR FAMILIES AT A CRITICAL TIME IN THEIR LIVES. IN THIS PROGRAM, BUSINESSES, ORGANIZATIONS, CHURCHES, GROUPS, OR INDIVIDUALS AGREE TO SPONSOR A LOCAL FAMILY OR FAMILIES FOR THE HOLIDAY BY PROVIDING GIFTS, GIFT CARDS, HOUSEHOLD ITEMS, FOOD, AND MORE. EARLY LITERACY & GRADE LEVEL READING INITIATIVE: A GROWING BODY OF RESEARCH SUGGESTS THAT READING PROFICIENCY BY THIRD GRADE IS ONE OF THE MOST POWERFUL PREDICTORS OF FUTURE ACADEMIC AND CAREER SUCCESS. MANY CHILDREN IN THE COMMUNITY DO NOT HAVE ACCESS TO BOOKS AT HOME OR DO NOT HAVE THE OPPORTUNITY TO BENEFIT FROM READING A BOOK WITH A CARING ADULT. THE EDUCATIONAL GAP FOR CHILDREN FALLING BEHIND IN READING GROWS WIDER AS THEY ENTER FOURTH GRADE AND SWITCH FROM "LEARNING TO READ" INTO "READING TO LEARN." KIDS WHO FALL BEHIND FIND IT HARDER TO CATCH UP, CAUSING FRUSTRATION AND OFTEN A SENSE OF "GIVING UP." THE INITIATIVE INCLUDES A COMMUNITY-WIDE BOOK DRIVE, READING VOLUNTEER PROGRAM AND LITERACY KITS. MY VERY OWN BOOK DRIVE: A COMMUNITY-WIDE BOOK DRIVE LAUNCHED IN JUNE 2016 TO HARNESS THE CARING POWER OF THE COMMUNITY AND COLLECT CHILDREN'S BOOKS. ALL COLLECTED BOOKS WILL BE DISTRIBUTED TO CHILDREN IN ELEMENTARY SCHOOLS THAT HAVE A HIGHER FREE AND REDUCED LUNCH PARTICIPATION PERCENTAGE. IN ADDITION, ACTIVITIES FOR CHILDREN AND FAMILIES TO READ TOGETHER AT HOME WILL BE PROMOTED. UNITED WAY READING BUDDIES: THE PROGRAM PARTNERS COMMUNITY VOLUNTEERS WITH YOUNG STUDENT READERS TO HELP DEVELOP LANGUAGE AND LITERACY SKILLS AND SUPPORT THEM BECOMING LIFELONG READERS. LITERACY KITS: RESEARCH HAS SHOWN THAT CHILDREN LEARN BEST WHEN THEY ARE ENGAGED AND HAVING FUN. "LITERACY KITS" BRING BOOKS TO LIFE TO DEEPEN CHILDREN'S READING EXPERIENCE. A LITERACY KIT IS COMPRISED OF A BOOK AND A COLLECTION OF RELATED OBJECTS, GAMES, OR OTHER ACTIVITIES DESIGNED TO MAKE READING INTERACTIVE. THE KITS ARE USED IN VOLUNTEER READING PROGRAMS AND ALSO DISTRIBUTED TO FAMILIES FOR EARLY ELEMENTARY-AGED CHILDREN THROUGH SCHOOLS AND SERVICE AGENCIES. LITERACY KITS ARE FOUND TO BE MOST EFFECTIVE WITH EARLY READERS (K-3) AND ARE USED WHEN READING TO OR WITH A CHILD/CHILDREN. THERE IS A DIRECT IMPACT ON SCHOOL SUCCESS AND READING PERFORMANCE WHEN CHILDREN HAVE ACCESS TO BOOKS AND SPEND TIME READING OR BEING READ TO BY AN ADULT. MATH KITS: MATH INCORPORATES LOGIC AND CRITICAL THINKING INTO PROBLEM SOLVING, NECESSARY SKILLS THROUGHOUT LIFE. MATH KITS HELP CHILDREN ACQUIRE THE FOUNDATIONAL SKILLS NEEDED FOR LEARNING MATH, WHILE STAYING ENGAGED AND HAVING FUN. THE MATH KITS FOCUS ON LEARNING BASE 10 MATH, UNDERSTANDING NUMBER SENSE AND LEARNING NUMBERS AS QUANTITY/VALUES AND AN IMPORTANT BASIC SKILL FOR MONEY SAVING BY LEARNING COINS AND THEIR MONETARY VALUE. MATH KITS ARE DISTRIBUTED TO ELEMENTARY-AGED CHILDREN THROUGH SCHOOLS AND SERVICE AGENCIES. DISASTER SERVICES: INCLUDES COORDINATION OF THE COMMUNITY ORGANIZATIONS ACTIVE IN DISASTER COALITION (COAD), WITH SUBCOMMITTEES FOR LONG TERM RECOVERY COMMITTEE, VOLUNTEER MANAGEMENT, DONATIONS MANAGEMENT AND NEEDS ASSESSMENT/FUNDING AND RESOURCE ALLOCATION; EMERGENCY VOLUNTEER CENTER DISASTER PREPARATION AND DISASTER CALL CENTER COORDINATION; PLANNING WITH JOHNSON COUNTY EMERGENCY MANAGEMENT AND THE EMERGENCY OPERATIONS CENTER. THE EMERGENCY VOLUNTEER CENTER (EVC) PROVIDES A SPECIFIC LOCATION WHERE DISASTER VOLUNTEERS CAN EFFICIENTLY AND EFFECTIVELY BE DEPLOYED. THE EVC IS STAFFED BY SKILLED, TRAINED VOLUNTEERS CAPABLE OF SCREENING, INTERVIEWING AND REFERRING PROSPECTIVE VOLUNTEERS IN A PROFESSIONAL MANNER. IN LARGER DISASTERS, THE EVC IS MOBILIZED AS A "WALK IN CENTER". IN SMALLER DISASTERS, THE EVC OPERATES AS A PHONE BANK. WHETHER IT'S A LARGE- OR SMALL-SCALE DISASTER THERE ARE MANY SPONTANEOUS VOLUNTEERS WHO BRING A WIDE RANGE OF SKILLS AND EFFORT TO ASSIST OUR COMMUNITY. THE DISASTER CALL CENTER, WHEN ACTIVATED BY JOHNSON COUNTY EMERGENCY MANAGEMENT, IS STAFFED BY UNITED WAY STAFF AND VOLUNTEERS AND IS THE RESOURCE FOR EVERYONE IN THE COMMUNITY TO CALL TO SEEK DISASTER-RELATED INFORMATION AND REQUEST VOLUNTEER ASSISTANCE FOR DISASTER-RELATED NEEDS. THE CALL CENTER FREES UP MUNICIPAL STAFF SO THAT THEY CAN CONCENTRATE ON EMERGENCY DISASTER-RELATED WORK AND PROTECTION OF PUBLIC SERVICES AND WORKS. LEADERSHIP DIRECTORY: A LEADER IS ONE WHO KNOWS THE WAY, GOES THE WAY, & SHOWS THE WAY - JOHN C. MAXWELL. THE LEADERSHIP DIRECTORY IS A COLLABORATIVE EFFORT BETWEEN UNITED WAY, IOWA CITY AREA BUSINESS PARTNERSHIP AND COMMUNITY PARTNERS TO CREATE A REGION-WIDE HUB OF COMMITTEE, COMMISSION AND BOARD OPPORTUNITIES FOR COMMUNITY LEADERS WHO WANT TO GET INVOLVED. COMMUNITY MINDED INDIVIDUALS CAN FIND OPPORTUNITIES TO SERVE ON LOCAL TASK FORCES, COMMISSIONS, COMMITTEES & BOARDS. FORM 990, PART III, LINE 4C - THIRD ACCOMPLISHMENT SUMMERSHIPS: A "SUMMERSHIP" PROVIDES A K-12 STUDENT FROM JOHNSON AND WASHINGTON COUNTIES, WHO IS ELIGIBLE FOR FREE & REDUCED LUNCH, WITH A CAMP SCHOLARSHIP. SUMMERSHIPS PROVIDE ACCESS TO SUMMER-TIME, HIGH QUALITY CAMPS AND ACTIVITIES FOR CHILDREN WHO OTHERWISE MIGHT NOT HAVE THE OPPORTUNITY. EACH "SUMMERSHIP" SCHOLARSHIP WILL FUND UP TO $250 OF ONE SUMMER CAMP OR SUMMER ACTIVITY PER CHILD. UNITED WAY OF JOHNSON & WASHINGTON COUNTIES AND THE COMMUNITY FOUNDATION OF JOHNSON COUNTY ARE PROUD TO PARTNER TO COORDINATE THIS SCHOLARSHIP PROGRAM. 2-1-1: A NATIONAL UNITED WAY INITIATIVE AND REGIONAL PARTNERSHIP OF LOCAL UNITED WAYS. 2-1-1 IS A 24-HOUR TOLL-FREE INFORMATION AND REFERRAL HOTLINE FOR HEALTH AND HUMAN SERVICES. TRAINED INFORMATION AND REFERRAL OPERATORS PROVIDE ASSISTANCE TO CALLERS SEEKING SERVICES SUCH AS CHILDCARE, RENT AND UTILITY ASSISTANCE OR CARE FOR THE ELDERLY. UNITED WAYS OF IOWA: A STATEWIDE ORGANIZATION OF LOCAL UNITED WAYS, WHICH FOCUSES ON SHARING RESOURCES AND INFORMATION, ACHIEVING EFFICIENCIES IN OPERATIONS AND FOLLOWING BEST PRACTICES IN DRIVING COMMUNITY IMPACT AND RESOURCE DEVELOPMENT. UNITED WAYS OF IOWA BRINGS ITS COLLECTIVE VOICE TO PUBLIC POLICY ADVOCACY AT THE STATE AND FEDERAL LEVEL ON ISSUES RELATED TO EDUCATION, INCLUDING EARLY CHILDHOOD EDUCATION, ACCESS TO CHILD CARE, K-12 EDUCATION AND HIGHER EDUCATION; INCOME, INCLUDING POVERTY, HOUSING, INCOME SUPPORTS, WORKFORCE TRAINING AND ECONOMIC STABILITY; AND HEALTH, INCLUDING ACCESS TO HEALTH CARE AND PREVENTIVE SERVICES, SUPPORT FOR AGING SERVICES AND SERVICES FOR PERSONS WITH MENTAL HEALTH OR DEVELOPMENTAL DISABILITIES. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE ORGANIZATION (CHAIR, VICE OR PAST CHAIR, COMMITTEE CHAIRS OF INTERNAL OPERATIONS, COMMUNITY INVESTMENT, RESOURCE DEVELOPMENT & STRATEGIC PLANNING). THE PRESIDENT & CEO IS AN EX-OFFICIO NON-VOTING MEMBER OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE'S DUTIES CONSIST OF CARRYING ON THE GOVERNANCE AND DIRECTION OF OPERATIONS OF THE CORPORATION, AS DELEGATED BY THE BOARD, IN THE INTERIM BETWEEN BOARD OF DIRECTOR'S MEETINGS. THE EXECUTIVE COMMITTEE MAY RECOMMEND CHANGES IF THEY AFFECT POLICY OR LONG-RANGE PLANNING. ANY DUTIES OR RESPONSIBILITIES NOT SPECIFICALLY ADDRESSED IN THE BYLAWS WILL BECOME THE RESPONSIBILITY OF THE EXECUTIVE COMMITTEE. AN ADDITIONAL DUTY WILL BE TO CONDUCT THE EVALUATION OF THE PRESIDENT & CEO. FORM 990, PART VI, SECTION B, LINE 11B THE INDEPENDENT TAX PREPARER REVIEWS A DRAFT OF THE FORM 990 WITH MANAGEMENT, THE INTERNAL OPERATIONS COMMITTEE, AND EXECUTIVE COMMITTEE. A FINAL DRAFT OF THE FORM 990 IS REVIEWED AND APPROVED BY MANAGEMENT AND THE BOARD OF DIRECTORS. AFTER ANY AND ALL CHANGES ARE MADE, THE FINAL COPY OF THE FORM 990 IS PROVIDED TO THE FULL BOARD OF DIRECTORS AND APPROVED PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C UNITED WAY OF JOHNSON & WASHINGTON COUNTIES REQUIRES ALL STAFF MEMBERS, BOARD MEMBERS, AND COMMUNITY IMPACT COUNCIL VOLUNTEERS TO SIGN CONFLICT OF INTEREST DISCLOSURES ANNUALLY, AND REQUESTS CONTEMPORANEOUS NOTIFICATION OF ANY STATUS CHANGES (E.G. BOARD APPOINTMENTS, VENDOR AGREEMENTS, ETC.). ORGANIZATIONS THAT RECEIVE FUNDING FROM UWJWC ARE ALSO REQUIRED TO PROVIDE CURRENT LISTINGS OF THEIR DIRECTORS, WHICH ARE CROSS REFERENCED TO DETERMINE IF THERE HAVE BEEN ANY UNDISCLOSED CONFLICTS. THE DIRECTOR OF FINANCE AND OPERATIONS AND THE VICE PRESIDENT OF COMMUNITY IMPACT & ENGAGEMENT MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IF A CONFLICT OR PERCEIVED CONFLICT IS BELIEVED TO EXIST, THE MATTER IS BROUGHT TO THE INTERNAL OPERATIONS COMMITTEE FOR REVIEW. A RECOMMENDATION FOR ADDRESSING THE ISSUE IS SUBMITTED BY THE INTERNAL OPERATIONS COMMITTEE TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE REVIEWS AND MAY TAKE ACTION OR PRESENT TO THE FULL BOARD FOR ACTION, WHICH MIGHT INCLUDE REQUEST FOR RESIGNATION OR TERMINATION FROM AN APPOINTED OR ELECTED POSITION, OR OTHER CONSEQUENCE AS DEEMED APPROPRIATE AND IN ACCORDANCE WITH UWJWC POLICIES AND NONPROFIT STANDARDS OF CONDUCT. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT & CEO IS REVIEWED BY THE UWJWC INTERNAL OPERATIONS COMMITTEE. THE REVIEW INCLUDES THE USE OF COMPARABILITY DATA FROM UNITED WAY WORLDWIDE FOR SIMILARLY SIZED UNITED WAYS, THE PRESIDENT & CEO'S PERFORMANCE AND YEARS OF RELEVANT EDUCATION AND WORK EXPERIENCE, ALONG WITH MARKET ANALYSIS FOR WORK OF SIMILAR COMPLEXITY AND RESPONSIBILITY. THE PRESIDENT & CEO SALARY IS THEN REVIEWED BY THE ORGANIZATION'S EXECUTIVE COMMITTEE, AND THE ANNUAL OPERATIONS BUDGET, FOR FUNDRAISING, ADMINISTRATION AND PROGRAMS, ARE APPROVED BY THE BOARD OF DIRECTORS AND DOCUMENTED IN THE BOARD MINUTES. THE PROCESS LAST TOOK PLACE IN 2023. CEO GIVES ANNUAL REVIEW AND SETS COMPENSATION AMOUNT. CEO LOOKS AT COMPARISON SALARY DATA FROM UNITED WAY WORLDWIDE FOR UNITED WAYS OF OUR SIZE. REVIEWED BY INTERNAL OPERATIONS COMMITTEE AND EXECUTIVE COMMITTEE AND APPROVED AS PART OF ENTIRE OPERATING BUDGET BY BOARD OF DIRECTORS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE UWJWC OFFICE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION -34,041. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS DID NOT CHANGE IN 2022.