2024-11-06T08:32:31-06:00 2024-06-30 205925131 TRUSTPOINT LLP 1525 AIRPORT ROAD SUITE 103 AMES IA 50010 990 2023-07-01 420947489 UNITED WAY OF STORY COUNTY INC UNIT 5152685142 315 CLARK AVE AMES IA 50010 ASHLEY THOMPSON PRESIDENT/CEO 5152685142 2024-10-01 1 0 MURRAY A STANLEY CPA P00031028 5152336300 2023 2024-10-15 13:58:12Z ASHLEY THOMPSON 315 CLARK AVE AMES IA 50010 2539626 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. 15 15 8 1000 0 0 2459556 2341933 0 0 111805 196961 3510 732 2574871 2539626 1301731 1462493 0 0 553737 577320 0 0 218228 378578 395392 2234046 2435205 340825 104421 3767137 4114514 301854 441856 3465283 3672658 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 2111026 1462493 49156 UNITED WAY OF STORY COUNTY PROVIDES FUNDING FOR SERVICES PROVIDED BY OUR PARTNER AGENCIES THROUGHOUT STORY COUNTY. 2111026 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 14 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IA X ASHLEY THOMPSON 5152685142 315 CLARK AVE AMES IA 50010 AMBER DEARDORFF PAST CHAIR 1.00 X 0 0 0 JOEL HOCHSTEIN BOARD CHAIR 1.00 X 0 0 0 SHARON PERRY FANTINI 1ST VICE CHAIR 1.00 X 0 0 0 JANE WOODLEY CORPORATION TREASURER 1.00 X 0 0 0 SHAMAREE BROWN DIRECTOR 1.00 X 0 0 0 KIM IIAMS SECRETARY 1.00 X 0 0 0 JASON HENDERSON DIRECTOR 1.00 X 0 0 0 ANDREW PERRY DIRECTOR 1.00 X 0 0 0 MILLY AGAI 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 MORTVEDT 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 NICK HOFFMAN DIRECTOR 1.00 X 0 0 0 ASHLEY THOMPSON PRESIDENT 1.00 X 52885 0 0 EMILY RANDALL FINANCE DIRECTOR 1.00 X 55529 0 2221 JEAN KRESSE PAST PRESIDENT & CEO 1.00 X 90647 0 3626 199061 0 5847 0 0 0 0 0 28460 312172 2001301 2341933 148537 148537 48424 0 48424 48424 48424 0 28460 0 0 ADMINISTRATIVE FEES/MI 900099 732 732 732 2539626 49156 0 148537 1462493 1462493 199060 99245 57830 41985 298339 194640 3451 100248 19876 10733 3507 5636 22183 18412 1553 2218 37862 22626 3688 11548 6656 6656 13220 13220 48233 41642 6591 13210 10964 925 1321 86266 71600 6039 8627 3249 2697 227 325 8377 6953 586 838 10624 8818 744 1062 14499 12034 1015 1450 CONTRACT SERVICES 69150 67563 1587 BAD DEBT EXPENSE 44476 22238 22238 MISCELLANEOUS 37668 31264 2637 3767 DUES 32656 27104 2286 3266 7108 7108 2435205 2111026 105951 218228 1559790 1562007 192405 398883 408959 363088 4301 13382 12769 207277 199655 18246 7622 1537775 1742255 36580 23589 3767137 4114514 254141 399670 10894 18044 36819 24142 301854 441856 X 2359423 2439250 1105860 1233408 3465283 3672658 3767137 4114514 104421 102954 0 X X 0 1 X 1 0 X 2515553 2448608 2127101 2459556 2341933 11892751 2515553 2448608 2127101 2459556 2341933 11892751 11892751 51754 44677 47675 112256 148537 404899 4534 1970 3235 3510 732 13981 12311631 0.96600 0.97400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 949830 49009 119963 48089 8154 1062559 858342 62559 85568 44293 12346 949830 977662 46355 -108317 44480 12878 858342 757523 45877 222287 38617 9408 977662 724331 50182 17473 34463 757523 1.00000 1 0 91992 84520 7472 115285 115135 150 7622 OPERATING LEASE LIABILITY 24142 24142 2669914 102954 40554 143508 2526406 13220 13220 2539626 2462539 40554 40554 2421985 13220 13220 2435205 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 28460 28460 28460 28460 1 HEARTLAND SENIOR SERVICES PO BOX 748 AMES IA 50010 421052353 501(C)3 76630 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES ACPC 920 CARROLL AMES IA 50010 420940017 501(C)3 121908 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES SALVATION ARMY 703 EAST LINCOLN WAY AMES IA 50010 362167910 509(A)(1) 87943 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES AMERICAN RED CROSS PO BOX 73857 CHICAGO IL 60673 420859061 501(C)3 38672 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 78807 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES CAMP FIRE USA 5615 HICKMAN RD DES MOINES IA 50310 420680459 501(C)3 20620 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES CENTER FOR CREATIVE JUSTICE 210 LYNN AVE AMES IA 50014 421020129 501(C)3 10766 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES CHILDSERVE 1915 PHILADELPHIA AMES IA 50010 421390033 501(C)3 48348 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 32772 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES GIRL SCOUTS 10715 HICKMAN RD DES MOINES IA 50322 420698218 501(C)3 9268 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES GOOD NEIGHBOR 613 CLARK AVE AMES IA 50010 391882712 501(C)3 37008 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES MGMC HOME HEALTH SERVICES 1114 DUFF AVE AMES IA 50010 421347891 115(1) 48706 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES LEGAL AID SOCIETY 937 SIXTH ST 101 NEVADA IA 50201 421024720 501(C)3 21442 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES LUTHERAN SERVICES IN IOWA PO BOX 848 WAVERLY IA 50677 420698267 501(C)3 33143 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 31054 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES HEART OF IOWA REGIONAL TRANSIT 2824 104TH STREET URBANDALE IA 50322 421176997 115(1) 7460 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES STORY TIME CHILDCARE CENTER 84 MAIN ST MAXWELL IA 50161 421349943 501(C)3 46496 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES UNIVERSITY COMMUNITY CHILDCARE 2623 BRUNER DRIVE AMES IA 50010 933443158 501(C)3 40388 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES YOUTH AND SHELTER SERVICES 420 KELLOGG AMES IA 50010 421051609 501(C)3 166509 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES YWCA 808 HAYWARD STREET AMES IA 50013 426004224 501(C)3 9072 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES ASSAULT CARE CENTER PO BOX 1429 AMES IA 50010 421052613 501(C)3 70650 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES CENTRAL IOWA RSVP 503 ELM AVENUE STORY CITY IA 50248 421019146 501(C)3 33643 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 13525 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES ALL ABOARD FOR KIDS 6115 510TH AVENUE AMES IA 50014 811782497 501(C)3 11293 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 50541 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 17157 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES NEVADA COMMUNITY CUPBOARD 1110 11TH STREET NEVADA IA 50201 501(C)3 10600 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES LOAVES & FISHES FOOD PANTRY PO BOX 23 STORY CITY IA 50248 421257802 501(C)3 8600 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES ISU SHOP FOOD PANTRY BEYER HALL 1306 2625 UNION DR AMES IA 50011 501(C)3 8900 0 TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES 26 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.