2025-02-10T08:57:21-06:00 2024-06-30 390758449 WIPFLI LLP 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2023-07-01 420923813 SOUTHERN IOWA ECONOMIC DEVELOPMENT ASSOCIATION SOUT 6416828741 725 W SECOND STREET OTTUMWA IA 52501 BRIAN DUNN EXECUTIVE DIRECTOR 6416828741 2025-02-07 1 0 QUINN DUGAN P02267768 6082741980 2025-02-07 2023 2025-03-06 01:10:19Z SIEDA COMMUNITY ACTION BRIAN DUNN 725 W SECOND STREET OTTUMWA IA 52501 12717132 0 X WWW.SIEDA.ORG X 1965 IA SIEDA COMMUNITY ACTION WORKS WITH COMMUNITIES TO SECURE OPPORTUNITIES FOR PEOPLE IN NEED THROUGH ADVOCACY, COUNSELING, EDUCATION, PARTNERSHIPS, AND SUPPORTIVE SERVICES. 13 13 166 748 0 0 14815052 11818444 502202 793290 8247 45159 74691 51392 15400192 12708285 5598321 3186819 0 0 6122611 6097438 0 0 0 3486338 3207774 15207270 12492031 192922 216254 5362332 5365674 1281422 1068510 4080910 4297164 X TO ADDRESS THE CAUSES AND CONDITIONS OF POVERTY THROUGH COMMUNITY ENGAGEMENT, ECONOMIC SUPPORT, EDUCATION AND COGNITIVE DEVELOPMENT, FAMILY SUPPORT, HEALTH AND WELFARE, HOUSING STABILIZATION, ANY OTHER ACTIVITIES WHICH SECURE OPPORTUNITIES FOR AND BENEFIT PEOPLE WITH LOW-INCOME AND AND INSUFFICIENT RESOURCES. 1 0 3570104 0 0 CHILD EDUCATION:THE ORGANIZATION'S HEAD START PROGRAM IS A PRESCHOOL EXPERIENCE FOR LOW-INCOME AND DISABLED CHILDREN 3-5 YEARS OF AGE. HEAD START IS A HOLISTIC APPROACH TO EARLY CHILDHOOD EDUCATION THAT ADDRESSES NOT ONLY THE EDUCATIONAL NEEDS OF THE CHILDREN BUT ALSO THE HEALTH, NUTRITION, SOCIAL, MENTAL HEALTH AND LITERACY NEEDS AS WELL. MULTI-CULTURAL CLASSROOMS SERVE CHILDREN WHO ARE UNABLE TO SPEAK ENGLISH OR SPEAK ENGLISH AS A SECONDARY LANGUAGE.CHILDREN ATTEND PRESCHOOL CLASSES FOUR DAYS A WEEK. MEALS AND SNACKS ARE SERVED. IN ADDITION TO THE CLASSROOM ACTIVITIES, CHILDREN AND THEIR PARENTS TAKE PART IN FIELD TRIPS TO EXPOSE THEM TO EDUCATIONAL AND CULTURAL ACTIVITIES IN THEIR COMMUNITIES. 3465752 3186819 0 ENERGY ASSISTANCE:THE ENERGY ASSISTANCE PROGRAM IS AVAILABLE TO ASSIST WITH PARTIAL PAYMENT OF HEATING COSTS FOR QUALIFIED APPLICANTS. APPLICATIONS MAY BE MADE AT ANY OF THE NEIGHBORHOOD RESOURCE CENTERS. THE PROGRAM PROVIDES SEVERAL TYPES OF ASSISTANCE. THE AMOUNT OF THE PAYMENT IS BASED ON THE FAMILY INCOME, NUMBER OF INDIVIDUALS IN THE FAMILY, TYPE OF HOUSING AND TYPE OF HEATING FUEL USED. 1789982 0 783513 SUBSTANCE ABUSE:THE ORGANIZATION'S SUBSTANCE ABUSE SERVICES PROGRAM IS LICENSED BY THE IOWA DEPARTMENT OF PUBLIC HEALTH. BEHAVIORAL HEALTH AND TREATMENT SERVICES PROVIDES OUTPATIENT SUBSTANCE ABUSE TREATMENT AND EVALUATION SERVICES. THE PROGRAM BEGINS WITH THE THOROUGH EVALUATION OF THE TREATMENT NEEDS OF CLIENTS FOLLOWED BY THE DEVELOPMENT OF A COMPREHENSIVE TREATMENT PLAN INTENDED TO ADDRESS THE SPECIFIC CONCERNS IDENTIFIED BY THE CLIENT. AFTERCARE AND REFERRAL ARE ALSO AVAILABLE. 980040 0 0 COMMUNITY SERVICES 670177 0 9777 FOOD PROGRAMS 662287 0 0 WEATHERIZATION ASSISTANCE:OUR ORGANIZATION'S WEATHERIZATION SERVICES IS CONTRACTED THROUGH FEDERAL AND STATE GRANTS. WEATHERIZATION SERVICES HELP REDUCE THE HEATING AND COOLING COSTS FOR LOW-INCOME PERSONES, BY IMPROVING THE ENERGY EFFICIENCY OF THEIR HOMES. 385575 0 DISCRETIONARY ACTIVITIES-WE ADDED A DAYCARE CENTER AND BECAME FISCAL AGENT FOR IOWA COMMUNITY ACTION. 324458 0 0 FAMILY DEVELOPMENT 3022537 0 9777 11848375 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 116 0 166 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X TINA JAEGERS 6416828741 725 W SECOND STREET OTTUMWA IA 52501 CHUCK WEBB CHAIR 1.00 X X 0 0 0 SARAH HOPKINS VICE CHAIR 1.00 X X 0 0 0 JOY PROTHERO TREASURER 1.00 X X 0 0 0 RACHAEL BUTLER SECRETARY 1.00 X X 0 0 0 HEIDI BAKER DIRECTOR 1.00 X 0 0 0 DARREN BATTERSON DIRECTOR 1.00 X 0 0 0 BREANNA BRADBURY POLICY COUNCIL REP THRU SEPT 2023 1.00 X 0 0 0 SUSIE DRISH DIRECTOR 1.00 X 0 0 0 MICHAEL HADLEY DIRECTOR 1.00 X 0 0 0 DAVID HENDERSON DIRECTOR 1.00 X 0 0 0 VIOLET LANDSTROM DIRECTOR 1.00 X 0 0 0 ALICIA LONG DIRECTOR THRU MARCH 2024 1.00 X 0 0 0 ALEX RICHARDS DIRECTOR 1.00 X 0 0 0 MARISELA SANCHEZ DIRECTOR 1.00 X 0 0 0 KATHY SALTGAVER DIRECTOR 1.00 X 0 0 0 PAUL VEENSTRA POLICY COUNCIL REP THRU NOV 2023 1.00 X 0 0 0 BRIAN DUNN EXECUTIVE DIRECTOR 50.00 X 107983 0 11307 TAMMY HOTEK DEPUTY DIRECTOR 32.00 X 87301 0 14437 TINA JAEGERS FISCAL OFFICER 50.00 X 87995 0 8340 283279 0 34084 1 0 0 0 JEFFERY CONSTRUCTION 1303 LITTLE FAWN ROAD FAIRFIELD IA 52556 WEATHERIZATION CONTRACTOR 148136 MIDWEST MECHANICAL 25053 493RD STREET CENTERVILLE IA 52544 HVAC CONTRACTOR 106960 SANDEGREN HEATING 1665 SOUTH MILNER OTTUMWA IA 52501 FURNACE REPLACEMENT/REPAIR LIHEAP CLIENT 103672 STEVE EHRENHARD 1227 N ELM OTTUMWA IA 52501 WEATHERIZATION CONTRACTOR 100089 4 19428 10441733 1357283 189711 11818444 SUBSTANCE ABUSE 624310 783513 783513 FOOD PROGRAM 624210 9777 9777 793290 45159 45159 10909 19428 8847 2062 2062 49330 49330 49330 12708285 793290 0 96551 3186819 3186819 315374 315374 4355660 4258360 97300 413351 413281 70 454858 434547 20311 558195 524427 33768 52337 4319 48018 852876 831406 21470 2373 2373 674915 663579 11336 279289 266093 13196 112624 111703 921 41413 40177 1236 1996 1996 86860 86860 58284 8516 49768 DAYCARE PROVIDER PAYMEN 450501 450501 IN-KIND DONATIONS 189712 189712 DUES/SUBSCRIPTIONS/LICE 167014 141109 25905 BAD DEBT 109739 109739 127841 122858 4983 12492031 11848375 643656 0 1600534 2673549 864118 283581 1528637 1111816 3687 6574 82244 107231 2220622 1189541 1088379 1031081 194733 151842 5362332 5365674 595587 457999 491102 458669 194733 151842 1281422 1068510 X 4080910 4297164 4080910 4297164 5362332 5365674 216254 0 X 0 1 X 1 1 1 X 9665914 10582160 14120465 14787021 11818444 60974004 9665914 10582160 14120465 14787021 11818444 60974004 60974004 504 190 242 8247 45159 54342 11246 155212 190778 82314 49330 488880 61517226 3308660 0.99120 0.99100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1563 1563 0 PART II-B, LINE 1: SOUTHERN IOWA ECONOMIC DEVELOPMENT ASSOCIATION IS A MEMBER OF COMMUNITY ACTION PARTNERSHIP. A PORTION OF MEMBER DUES FOR THE YEAR IS APPLICABLE TO LOBBYING ACTIVITIES. 190968 190968 1656010 902210 753800 373644 287331 86313 1031081 LEASE OBLIGATIONS 151842 151842 X 12774226 57094 57094 12717132 -8847 -8847 12708285 12557972 57094 57094 12500878 -8847 -8847 12492031 PART X, LINE 2: SOUTHERN IOWA ECONOMIC DEVELOPMENT ASSOCIATION (SIEDA) IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. SIEDA HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -8,847. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -8,847. BANQUET 30337 19428 10909 1000 6745 1102 30337 19428 10909 1000 6745 1102 8847 2062 1 ENERGY ASSISTANCE 4638 3186819 PART I, LINE 2: SOUTHERN IOWA ECONOMIC DEVELOPMENT ASSOCIATION (SIEDA) HAS SEVERAL LAYERS OF MONITORING OF ITS GRANT FUNDS. INTERNALLY, THE ORGANIZATION'S STRUCTURE ALLOWS FOR THE SUPERVISION OF STAFF TO ENSURE COMPLIANCE OVER THE USE OF GRANT FUNDS WITHIN EACH PROGRAM AREA. ALL DISBURSEMENTS ARE REVIEWED BY THE ORGANIZATION'S FISCAL OFFICER AND FINANCIAL REPORTS ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. SIEDA ALSO IS VISITED SEVERAL TIMES A YEAR BY FUNDING SOURCES THAT COME TO ITS SITE AND PERFORM VARIOUS TYPES OF MONITORING PROCEDURES. MOST FUNDING SOURCES ALSO REQUIRE MONTHLY FINANCIAL REPORTS. SUBSEQUENT TO YEAR END, THE ORGANIZATION IS REQUIRED TO HAVE AN INDEPENDENT AUDIT UNDER TITLE 2 U.S. CODE OF FEDERAL REGULATIONS PART 200, UNIFORM ADMINISTRATIVE REQUIREMENTS, COST PRINCIPLES, AND AUDIT REQUIREMENTS FOR FEDERAL AWARDS. X SUPPLIES 1897 189711 ESTIMATED FAIR VALUE 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS OF SUPPLIES IS ESTIMATED AT $100 PER CONTRIBUTION. FORM 990, PART III, LINE 2 IN JANUARY, SIEDA COMMUNITY ACTION OPENED A DAYCARE AT THE LOCAL COLLEGE. FORM 990, PART VI, SECTION A, LINE 4 ORIGINAL ARTICLE IV SECTION E: AN EX-OFFICIO MEMBER SHALL REPRESENT COUNTIES LUCAS, MONROE, AND WAYNE. VOTING AUTHORITY IS LIMITED TO MATTERS CONCERNING THOSE COUNTIES. PUBLIC ELECTED OFFICIALS ON THE BOARD MAY CHOOSE AN ALTERNATIVE TO SERVE IN THEIR PLACE. AMENDED ARTICLE IV SECTION E: THIS SECTION WILL BE STRICKEN AS IT IS NO LONGER IN KEEPING WITH THE BOARD'S PRACTICES. ORIGINAL ARTICLE IV F: ANY ORGANIZATION OR INDIVIDUAL THAT FEELS IT IS INADEQUATELY REPRESENTED BY THE SIEDA BOARD MAY PETITION FOR MEMBERSHIP. AMENDED ARTICLE IV F: THIS SECTION WILL BE STRICKEN AS IT IS NO LONGER IN KEEPING WITH THE BOARD'S PRACTICES. ORIGINAL ARTICLE V F: VOTING BY WRITTEN PROXY AT ANY MEETING OF THE BOARD OF DIRECTORS SHALL BE ALLOWED. AMENDED ARTICLE V F: THIS SECTION WILL BE STRICKEN AS IT IS NO LONGER IN KEEPING WITH THE BOARD'S PRACTICES. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEW THE FORM 990 DURING A BOARD MEETING PRESENTATION BEFORE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C A MEMBER OF THE BOARD OF DIRECTORS SHALL NOT VOTE ON ANY MATTER WHICH WOULD INVOLVE A CONFLICT OF INTEREST. WHENEVER A MEMBER HAS CAUSE TO BELIEVE HE OR SHE IS INVOLVED IN A MATTER TO BE VOTED UPON, THE MEMBER SHALL ANNOUNCE THE CONFLICT OF INTEREST AND ABSTAIN FROM VOTING ON SUCH A MATTER. AFTER A BOARD MEMBER ANNOUNCES THAT A POSSIBLE CONFLICT OF INTEREST EXISTS, THE ENTIRE BOARD SHALL DECIDE WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS BY A VOTE OF THE MAJORITY. THE MEMBER IN QUESTION AND ANY OTHER MEMBERS PRESENT WHO HAVE ALREADY BEEN DISQUALIFIED FROM VOTING ON THE ISSUE BECAUSE OF THEIR OWN CONFLICT OF INTEREST SHALL BE EXCLUDED FROM VOTING ON THE QUESTION. FORM 990, PART VI, SECTION B, LINE 15 SOUTHERN IOWA ECONOMIC DEVELOPMENT ASSOCIATION INTERNALLY PERFORMS A WAGE COMPARABILITY STUDY. EXTERNAL SALARY COMPARABLES ARE OBTAINED FROM THE IOWA DIVISION OF COMMUNITY ACTION AGENCIES' SURVEY OF PARTICIPATING COMMUNITY ACTION PARTNERSHIP AGENCIES. THE EXTERNAL SALARY COMPARABLE WAS LAST CONDUCTED IN 2019. THE EXECUTIVE DIRECTOR'S SALARY IS APPROVED BY THE BOARD OF DIRECTORS. EVERYBODY BELOW THE EXECUTIVE DIRECTOR IS APPROVED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.