2024-08-01T09:20:10-05:00 2023-09-30 420731256 MERIWETHER WILSON AND COMPANY PLLC 4500 WESTOWN PARKWAY SUITE 140 WEST DES MOINES IA 502666717 990 2022-10-01 420923961 COMMUNITY ACTION OF SOUTHEAST IOWA COMM 3197530193 2850 MT PLEASANT ST SUITE 108 BURLINGTON IA 52601 SHERI WILSON EXECUTIVE DIRECTOR 3197530193 2024-07-31 1 0 WILLIAM J BAUER P02069528 5152230002 2024-07-16 2022 2024-08-08 14:25:15Z SHERI WILSON 2850 MT PLEASANT ST SUITE 108 BURLINGTON IA 52601 15923096 0 X WWW.CAOFSEIA.ORG X 1965 IA TO SERVE AS AN ADVOCATE OF THE POOR & ELDERLY & TO PROVIDE PROGRAMS TO HELP ELIMINATE POVERTY. 10 10 148 334 0 0 16305062 15330196 472300 584994 38 5619 906 921 16778306 15921730 8833697 7285180 0 0 5495070 5590289 0 0 80678 2552481 2754200 16881248 15629669 -102942 292061 2324268 3068245 912801 1364716 1411467 1703529 X THE ORGANIZATION IS DEDICATED TO ALLEVIATING THE CONDITIONS AND CAUSES OF POVERTY BY BUILDING PARTNERSHIPS AND STRENGTHENING PEOPLE THROUGH QUALITY SERVICES (SEE SCHEDULE O).COMMUNITY ACTION OF SOUTHEAST IOWA ADMINISTERS PROGRAMS FUNDED OR SUPPORTED BY FEDERAL, STATE, AND LOCAL GOVERNMENT AGENCIES. THE ORGANIZATION'S GOAL IS TO PROVIDE QUALITY PROGRAMMING FOR FAMILIES AND INDIVIDUALS IN NEED, ASSISTING THEM IN ACHIEVING SELF-SUFFICIENCY, IN STRENGTHINING FAMILIES, AND IMPROVING THEIR QUALITY OF LIFE. THE ORGANIZATION SERVES THE IOWA COUNTIES OF DES MOINES, HENRY, LEE, AND LOUISA. 0 0 4271133 13523 38161 HEAD START AND EARLY HEAD START - HEAD START IS A COMPREHENSIVE DEVELOPMENT PROGRAM FOR PRESCHOOL CHILDREN, PRIMARILY ALL OF WHOM COME FROM LOW-INCOME FAMILIES. THE PROGRAM'S GOAL IS TO PROVIDE ACTIVITIES DESIGNED TO ASSIST THOSE CHILDREN WITH THEIR EDUCATION AND TRAINING TO IMPROVE THEIR HEALTH AND WELL BEING. EARLY HEAD START PROVIDES PHYSICAL, COGNITIVE, SOCIAL AND EMOTIONAL GROWTH FOR INFANTS AND TODDLERS AND STRENGHTENS FAMILY AND COMMUNITY SUPPORT FOR CHILDREN AND FAMILIES. 3583154 3527435 5 LOW INCOME HOME ENERGY ASSISTANCE PROGRAM (LIHEAP) - PROGRAM PROVIDES ELIGIBLE LOW-INCOME HOUSEHOLDS WITH A ONE-TIME PER YEAR PAYMENT TO ASSIST WITH THE COST OF HEATING THEIR HOMES DURING THE WINTER. ASSISTANCE WAS PROVIDED TO 4,877 FAMILIES AND 10,434 INDIVIDUALS. 3411084 2641178 0 SPECIAL SUPPLEMENTAL FOOD PROGRAM FOR WOMEN, INFANTS, AND CHILDREN (WIC) - THE PROGRAM PROVIDES NUTRITIONAL ASSISTANCE AND EDUCATION TO LOW INCOME WOMEN WHO ARE PREGNANT, ARE BREASTFEEDING MOTHERS, OR WHO HAVE AN INFANT CHILD UNDER THE AGE OF FIVE YEARS. DURING THE YEAR ENDING SEPTEMBER 30, 2023, THE PROGRAM PROVIDED $2,641,178 IN NON-CASH WIC VOUCHERS TO A TOTAL OF 4,568 ELIGIBLE PARTICIPANTS. THE VOUCHERS WERE DISTRIBUTED BY THE IOWA DEPARTMENT OF PUBLIC HEALTH. 1037139 366128 750 WEATERIZATION ASSISTANCE PROGRAMS - PROGRAMS PROVIDE RESOURCES TO USE IN WEATHERIZING HOMES OF QUALIFYING LOW-INCOME HOUSEHOLDS. WEATHERIZATION INCLUDES INSULATION OF HOMES AND MINOR STRUCTURAL REPAIRS TO RESULT IN MORE COMFORTABLE LIVING CONDITIONS FOR ELIGIBLE FAMILIES. DURING THE FISCAL YEAR ENDING SEPTEMBER 30, 2023, THE ORGANIZATION WEATHERIZED THE HOMES OF 126 ELIGIBLE HOUSEHOLDS. 463611 61 COMMUNITY SERVICES BLOCK GRANT - PROVIDES SUPPORT AND GENERAL ADMINISTRATIVE EXPENSES INCURRED IN CARRYING OUT PROGRAM ACTIVITIES NOT FUNDED BY SPECIFIC AWARDS OR CONTRACTS. THE AMOUNTS ALSO INCLUDE IN-KIND FOOD AND PROGRAM SUPPLIES. 604834 76841 CHILD AND ADULT CARE FOOD PROGRAM (CACFP) - PROVIDES ASSISTANCE FOR FOOD AND NUTRITIONAL NEEDS OF LOW-INCOME FAMILIES' CHILDREN ENROLLED IN HEAD START CENTERS AND FAMILY DAY CARE CENTERS AND HOMES 324671 900 FAMILY DEVELOPMENT PROGRAM - PROVIDES FAMILY DEVELOPMENT SERVICES TO FAMILIES CURRENTLY ENROLLED IN THE STATE'S FAMILY INVESTMENT PROGRAM AND ARE DETERMINED TO BE AT RISK OF LONG-TERM WELFARE DEPENDENCY. 1128369 736916 468276 OTHER PROGRAMS - INCLUDING HOMELESS PREVENTION AND ASSISTANCE, SENIOR AND ELDERLY SERVICES, EMBRACE IOWA, TENANT BASED RENTAL ASSISTANCE, PROJECT SHARE, MEDICAL ASSISTANCE PROGRAM, AND OTHERS. 3558624 1103044 546828 14823995 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 212 0 1 148 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 1 0 1 0 0 1 1 0 1 1 1 1 1 1 1 0 X X X SARAH DROEGE 3197530193 2850 MT PLEASANT ST STE 108 BURLINGTON IA 52601 BARB WELANDER PRESIDENT 0.50 X X 0 0 0 LINDA BOSHART VICE PRESIDENT 0.50 X X 0 0 0 CYNDI MEARS SECRETARY 0.50 X X 0 0 0 TOM SCHULZ DIRECTOR 0.50 X 0 0 0 BRAD QUIGLEY TREASURER 0.50 X X 0 0 0 ANASTASIA NOON DIRECTOR 0.50 X 0 0 0 MARC LINDEEN DIRECTOR 0.50 X 0 0 0 RHONDA REIF DIRECTOR 0.50 X 0 0 0 BRENT RUTHER DIRECTOR 0.50 X 0 0 0 SHANE MCCAMPBELL DIRECTOR 0.50 X 0 0 0 SARAH DROEGE FINANCE DIRECTOR 40.00 X 76211 0 18228 SHERI WILSON EXECUTIVE DIRECTOR 40.00 X 109321 0 20708 185532 0 38936 1 0 0 0 DRAKE HARDWARE & SOFTWARE 211 N 5TH STREET SUITE 100 BURLINGTON IA 52601 COMPUTER SERVICES 125504 JERN'S HEATING & AIR COND 643 E MT PLEASANT W BURLINGTON IA 52655 WEATHERIZATION 123239 NOVAERUS US INC 3540 TORINGDON WAY SUITE 200 CHARLOTTE NC 28277 HEAD START 112245 3 14965644 364552 2918181 15330196 SERVICES/PROJECT REVENUE 900099 573255 573255 USER FEES & OTHER SUPPORT 900099 11739 11739 584994 105 105 5514 0 5514 5514 5514 2287 1366 921 921 15921730 590508 0 1026 7285180 7285180 258203 232417 23204 2582 3700308 3330771 332534 37003 340336 306348 30585 3403 770314 693385 69225 7704 521128 469084 46832 5212 41204 37089 3703 412 13328 11997 1198 133 188974 170102 16982 1890 51224 46108 4603 513 12277 11051 1103 123 160666 144621 14438 1607 103227 92918 9277 1032 FOOD 770467 693523 69239 7705 PROGRAM EQUIPMENT & SUP 723562 651302 65024 7236 IN-KIND PROGRAM SUPPLIE 277003 277003 MISCELLANEOUS EXPENSE 138139 124344 12414 1381 274129 246752 24635 2742 15629669 14823995 724996 80678 462865 207375 932399 1255386 68345 62362 154940 185555 3409611 2341290 705719 1068321 0 289246 2324268 3068245 647597 939036 119845 45447 145359 380233 912801 1364716 X 1138847 1440456 272620 263073 1411467 1703529 2324268 3068245 X 292061 1 X 0 1 X 1 1 1 X 12213296 12745497 12984007 15971388 15058707 68972895 12213296 12745497 12984007 15971388 15058707 68972895 68972895 3717 1017 49 38 105 4926 1003 508 333 906 921 3671 68981492 1791550 0.99990 0.99980 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2018 AMOUNT: $ 1,003. 2019 AMOUNT: $ 508. 2020 AMOUNT: $ 333. 2021 AMOUNT: $ 906. 2022 AMOUNT: $ 921. OTHER INCOME - RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10255 10255 2085575 1313301 772274 1313781 1027989 285792 1068321 OPERATING RIGHT OF USE ASSET 289246 289246 OWED TO GRANTOR AGENCIES 90987 OPERATING LEASE LIABILITY - CURRENT 65777 OPERATING LEASE LIABILITY - NON-CURRENT 223469 380233 16046177 124447 124447 15921730 0 15921730 15754115 124447 124447 15629668 1 1 15629669 PART XI, LINE 2D - OTHER ADJUSTMENTS: IN KIND DONATIONS 124,447. PART XII, LINE 2D - OTHER ADJUSTMENTS: IN KIND DONATIONS 124,447. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 1. 1 WIC BREAST PUMPS 67 11528 ACTUAL COST BREAST PUMPS WIC FOOD VOUCHERS 4568 2641178 STATED AMOUNT FOOD VOUCHERS EARLY CHILDHOOD PROGRAMS 52 63156 EMERGENCY RENT AND UTILITIES 8479 598151 WEATHERIZATION 126 366128 ACTUAL COST HOME RENOVATIONS ELDER HOME REPAIR 67 64081 ACTUAL COST HOME IMPROVEMENTS HS/EHS FOOD 310 13523 LOW INCOME UTILITY ASSISTANCE 10434 3527435 COMMUNITY SERVICE BLOCK GRANT 74 PART I, LINE 2: INCOME GUIDELINES FOR CLIENTS ARE ESTABLISHED BY THE ORIGINAL FUNDING SOURCE. DOCUMENTATION IS VERIFIED BY INTAKE WORKERS AT NEIGHBORHOOD CENTERS THAT SUPPORTS THE ELIGIBILITY OF THE CLIENT. X WIC FOOD VOUCHERS 4568 2641178 STATED VALUE X FOOD & PROGRAM ITEMS 575 239459 VALUED BY DONOR X PROGRAM SUPPLIES 218 37544 VALUED BY DONOR 0 0 0 PART I, COLUMN (B): FOR THE WIC FOOD VOUCHERS, THE ORGANIZATION HAS PROVIDED THE NUMBER OF ITEMS (VOUCHERS). FOR THE FOOD AND PROGRAM ITEMS, THE ORGANIZATION HAS PROVIDED THE NUMBER OF UNITS. FOR THE PROGRAM SUPPLIES, THE ORGANIZATION HAS PROVIDED THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 7A LOW INCOME REPRESENTATIVES SITTING ON THE BOARD OF DIRECTORS MUST BE DEMOCRATICALLY ELECTED. POTENTIAL REPRESENTATIVE NAMES ARE SUBMITTED TO THE AGENCY EXECUTIVE DIRECTOR WHO FORWARDS THE INFORMATION TO THE APPROPRIATE COUNTY ADVISORY COMMITTEE. MEMBERS OF THE COMMITTEE ARE MADE UP OF LOW INCOME, COMMUNITY MEMBERS, BUSINESS MEMBERS AND OTHERS REPRESENTING THE COUNTY. THE COUNTY ADVISORY COMMITTEE ELECTS THE LOW INCOME REPRESENTATIVE TO BE SEATED ON THE AGENCY BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B EACH COMMITTEE GATHERS INFORMATION WHICH IS THEN PRESENTED TO THE BOARD OF DIRECTORS FOR ACTION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY MANAGEMENT PRIOR TO SUBMISSION. THE FORM 990 IS SUBMITTED TO THE BOARD PRIOR TO SUBMISSION IF THE DUE DATE IS BEFORE THE NEXT SCHEDULED BOARD MEETING, OTHERWISE, THE 990 WILL BE SUBMITTED TO THE BOARD/GOVERNING BODY AT THE MEETING FOLLOWING SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND BOARD OR POLICY COUNCIL MEMBERS HAVE AN OBLIGATION TO CONDUCT BUSINESS WITHIN GUIDELINES THAT PROHIBIT ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. COMMUNITY ACTION WILL OPERATE WITHIN THE FOLLOWING FRAMEWORK CONCERNING CONFLICTS OF INTEREST: AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST OCCURS WHEN AN EMPLOYEE, BOARD OR POLICY COUNCIL MEMBER IS IN A POSITION TO INFLUENCE A DECISION THAT MAY RESULT IN A PERSONAL GAIN OR GAIN FOR A RELATIVE AS A RESULT OF COMMUNITY ACTION'S BUSINESS DEALINGS. FOR THE PURPOSES OF THIS POLICY, A RELATIVE IS A SPOUSE, PARENT, GRANDPARENT, CHILD, GRANDCHILD, BROTHER, SISTER, MOTHER-IN LAW, FATHER-IN-LAW, SON-IN-LAW, DAUGHTER-IN-LAW, BROTHER-IN-LAW, SISTER-IN-LAW, PARTNER, OR SIMILAR MEMBER OF A PARTNER'S FAMILY. TRANSACTIONS WITH OUTSIDE FIRMS OR INDIVIDUALS MUST BE CONDUCTED WITHIN A FRAMEWORK ESTABLISHED AND CONTROLLED BY THE EXECUTIVE LEVEL OF COMMUNITY ACTION. NO "PRESUMPTION OF GUILT" IS CREATED BY THE MERE EXISTENCE OF A RELATIONSHIP WITH OUTSIDE FIRMS. HOWEVER, IF AN EMPLOYEE, BOARD OR POLICY COUNCIL MEMBER HAS ANY INFLUENCE ON TRANSACTIONS INVOLVING PURCHASES, CONTRACTS, OR LEASES, OR HAS AN OWNERSHIP OR INVESTMENT INTEREST IN ANY ENTITY WITH WHICH COMMUNITY ACTION IS DOING BUSINESS, IT IS IMPERATIVE THAT HE OR SHE DISCLOSE TO THE EXECUTIVE DIRECTOR AS SOON AS POSSIBLE THE EXISTENCE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST SO THAT SAFEGUARDS CAN BE ESTABLISHED TO PROTECT ALL PARTIES. THERE SHALL BE NO PURCHASES MADE WITH AN ANTICIPATED TOTAL COST IN EXCESS OF FIVE HUNDRED DOLLARS ($500) WITHIN ANY 12 MONTH PERIOD FROM ANY EMPLOYEE, BOARD MEMBER, OR POLICY COUNCIL MEMBER OR THEIR RELATIVES WITHOUT THE CONSENT OF THE BOARD OF DIRECTORS. AN EMPLOYEE OF THE AGENCY MAY NOT SERVE AS A VOTING MEMBER OF THE BOARD OF DIRECTORS, HEAD START POLICY COUNCIL, OR OTHER MAJOR POLICY ADVISORY BODY OF THIS AGENCY. A MEMBER OF THE BOARD OF DIRECTORS, POLICY COUNCIL, OR OTHER MAJOR POLICY ADVISORY BODY MAY APPLY FOR A POSITION IN THE AGENCY WHILE SERVING AS A BOARD OR COUNCIL MEMBER, BUT THEIR VOTING RIGHTS ARE TEMPORARILY SUSPENDED UNTIL AN EMPLOYMENT DECISION IS REACHED. NO EMPLOYEE OR MEMBER OF THEIR IMMEDIATE FAMILY MAY SERVE ON THE POLICY COUNCIL EXCEPT HEAD START OR EARLY HEAD START PARENTS WHO OCCASIONALLY SUBSTITUTE FOR REGULAR HEAD START OR EARLY HEAD START STAFF. IF A MEMBER OF THE BOARD OR POLICY COUNCIL IS A RELATIVE OF AN EMPLOYEE, THEY MUST MAKE THIS RELATIONSHIP KNOWN TO THE EXECUTIVE DIRECTOR AND ABSTAIN FROM ANY ACTION CONCERNING THAT EMPLOYEE AND PERSONNEL MATTERS. IT IS THE RESPONSIBILITY OF THE EMPLOYEE OR BOARD OR POLICY COUNCIL MEMBER TO BE AWARE OF ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. SHOULD A CONFLICT OF INTEREST ARISE THAT CAN NOT BE ELIMINATED, THE INDIVIDUAL IS TO NOTIFY THE EXECUTIVE DIRECTOR AND NOT PARTICIPATE IN ANY ACTION RELATING TO THE ISSUE FROM WHICH THE CONFLICT AROSE. FORM 990, PART VI, SECTION B, LINE 15 REVIEW IOWA WORK FORCE DEVELOPMENT DATA AND IOWA COMMUNITY ACTION AGENCIES SURVEY FOR WAGE COMPARIBILITY IN THE AREA AND FOR LIKE POSITIONS. THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND MAKES A RECOMMENDATION TO THE FULL BOARD OF DIRECTORS FOR FINAL WAGE DETERMINATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING 1.