2026-05-18T12:52:25-05:00 2025-12-31 010852927 Keith Oltrogge CPA PC 201 E Main St Denver IA 506220310 990 2025-01-01 421098807 WAVERLY-SHELL ROCK AREA UNITED WAY WAVE 3193522582 PO BOX 271 WAVERLY IA 50677 JILL KRALL EXECUTIVE DIRECTOR 3193522582 2026-04-30 1 Keith Oltrogge CPA PC P00556907 3199845292 2026-04-30 X 2025 2025-03-06 01:10:19Z JILL KRALL W BREMER AVE WAVERLY IA 50677 349815 0 X WWW.WSRUNITEDWAY.ORG X 1980 IA RAISE AND DISTRIBUTE FUNDS TO TAX EXEMPT ORGANIZATIONS THAT PROVIDE HUMAN SERVICES FOR THE BETTERMENT OF THE RESIDENTS OF NORTHEASTERN IOWA. 18 18 0 25 0 0 373484 348846 0 0 711 969 0 0 374195 349815 210277 226850 0 0 69706 73201 0 0 0 65313 79217 345296 379268 28899 -29453 456601 431351 158807 163010 297794 268341 RAISE AND DISTRIBUTE FUNDS TO TAX EXEMPT ORGANIZATIONS THAT PROVIDE HUMAN SERVICES FOR THE BETTERMENT OF THE RESIDENTS OF NORTHEAST IOWA. 0 0 301085 226850 348846 RAISE AND DISTRIBUTE FUNDS 301085 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X JILL KRALL 3193522582 PO BOX 271 WAVERLY IA 50677 X AMY DERIFIELD PRESIDENT 2.00 X X 0 0 0 EMILY MCCLIMON TREASURER 2.00 X X 0 0 0 JEAN BUCKINGHAM SECRETARY 2.00 X X 0 0 0 JOEL BECKER DIRECTOR 2.00 X 0 0 0 MICKEY BAHLMAN DIRECTOR 2.00 X 0 0 0 RANEE VEVOS DIRECTOR 2.00 X 0 0 0 ELEIGH DAVIS DIRECTOR 2.00 X 0 0 0 JAMES JOHNSON DIRECTOR 2.00 X 0 0 0 DEB LORD DIRECTOR 2.00 X 0 0 0 MONICA SEVERSON DIRECTOR 2.00 X 0 0 0 MICHAEL SPAULDING DIRECTOR 2.00 X 0 0 0 HEATHER SMITH DIRECTOR 2.00 X 0 0 0 BECKY PROSTINE DIRECTOR 2.00 X 0 0 0 ZACH WELLS DIRECTOR 2.00 X 0 0 0 DEREK SOLHEIM DIRECTOR 2.00 X 0 0 0 SUE RAND DIRECTOR 2.00 X 0 0 0 ROSE ZEPEDA DIRECTOR 2.00 X 0 0 0 MIKE BLAIR DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 348846 348846 969 969 349815 0 0 969 135000 135000 91850 91850 64988 48741 16247 3069 3069 5144 3858 1286 1700 1700 10000 10000 3624 3624 9900 9900 24129 1103 23026 1413 1060 353 1425 1425 475 475 2608 2608 MISCELLANEOUS 19027 15849 3178 DUES AND ASSESSMENTS 4916 4916 379268 301085 78183 0 150238 121085 119188 120086 179500 179380 10243 10243 475 0 7200 10800 456601 431351 151607 152210 7200 10800 158807 163010 X 285913 256191 11881 12150 297794 268341 456601 431351 -29453 0 X 1 X 0 0 0 X 234185 327701 278560 373484 348846 1562776 234185 327701 278560 373484 348846 1562776 1562776 831 603 717 711 969 3831 1566607 0.99760 0.99740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10243 10243 0 0 OPERATING LEASE LIABILITY-CURRENT 10800 10800 X Part X, Line 2: AT DECEMBER 31, 2025 THE ORGANIZATION LEASES IT'S OFFICES UNDER OPERATING LEASES WITH A 1 YEAR TERM. THE LEASE IS SUBJECT TO REVISION OR RENEWAL AT THAT TIME, STARTING SEPTEMBER 1, 2024 FOR $900 PER MONTH. THE EXERCISE OF THIS RENEWAL OPTION IS AT THE SOLE DISCRETION OF THE ORGANIZATION, AND ONLY LEASE OPTIONS THAT THE ORGANIZATION BELIEVES ARE REASONABLY CERTAIN TO EXCERCISE ARE INCLUDED IN THE MEASUREMENT OF THE LEASE ASSETS AND LIABILITIES. THE FOLLOWING SUMMARIZES THE LINE ITEMS IN THE BALANCE SHEET WHICH INCLUDE AMOUNTS FOR THE OPERATING LEASE AS OF DECEMBER 31, 2025: OPERATING LEASE RIGHT-OF-USE ASSET: $10,800 OPERATING LEASE LIABILITIES-CURRENT: $10,800 1 ALL IN MENTORING BREMER AVE WAVERLY IA 50677 871695556 501(C)3 8500 0 MENTORING PROGRAMS FOR CHILDREN NORTHEAST IOWA FOOD BANK UNIVERSITY AVE WATERLOO IA 50701 421169648 501(C)3 24000 0 GENERAL SUPPORT NE IA COMMUNITY ACTION UNIVERSITY AVE WATERLOO IA 50701 426092713 501(C)3 12000 0 FAMILY SERVICE ASSISTANCE PATHWAYS BEHAVORIAL SERVICES UNIVERSITY AVE WATERLOO IA 50701 510245708 501(C)3 25000 0 SUBSTANCE ABUSE AND MENTAL HEALTH COUNSELING LARRABEE CENTER 117 11TH ST NW WAVERLY IA 50677 421342380 501(C)3 8000 0 GENERAL SUPPORT TOGETHER FOR YOUTH W BREMER AVE WAVERLY IA 50677 420698265 501(C)3 8000 0 GENERAL SUPPORT RIVERVIEW CENTER PARK AVE WATERLOO IA 50703 363920008 501(C)3 8000 0 GENERAL SUPPORT NORTHSTAR COMMUNITY SERVICES UNIVERSITY AVE WATERLOO IA 50701 421038039 501(C)3 10500 0 GENERAL SUPPORT FREINDS OF THE FAMILY UNIVERSITY AVE WATERLOO IA 50701 421390144 501(C)3 6000 0 GENERAL SUPPORT RENT, UTILITIES, FOOD AND SUPPLIES 700 91850 Part I, Line 2: ALL FUNDED AGENCIES ARE REQUIRED TO COMPLETE AN ANNUAL FUNDING REQUEST AS WELL AS ATTEND AN ALLOCATION HEARING. BOARD MEMBERS ARE EXPECTED TO KEEP CONSTANT COMMUNICATION WITH AGENCIES TO DISCUSS PROGRAM SUCCESS AND CHALLENGES. AGENCIES ALSO REQUIRED TO SUBMIT MID YEAR AND YEAR END REPORTS WHICH TRACK PROGRAM OUTCOMES AND OTHER CHALLENGES INCURRED. Form 990, Part VI, Section B, line 11b SEE SCHEDULE O Form 990, Part VI, Section C, line 18 AVAILABLE UPON REQUEST Form 990, Part VI, Section C, line 19 SEE SCHEDULE O PART VI, SECTION B, 11b THE BOARD HAS PROVIDED A VERBAL REPORT REGARDING THE ANNUAL FINANCIAL REVIEW. THE 990 IS THEN MADE AVAILABLE FOR ALL MEMBERS OF THE GOVERNING BODY. PART VI, SECTION B, 12c THERE IS A FORM COMPLETED ANNUALLY BY BOARD MEMBERS AND KEY EMPLOYEES. THE ANNUAL REVIEW REVIEWS CONFLICT OF INTEREST INFORMATION. PART VI, SECTION B, 15a THE ANNUAL DIRECTORS REVIEW BEGINS WITH A MID YEAR REVIEW IN MAY, CONDUCTED BY THE PRESIDENT OF THE BOARD.THE PRESIDENT THEN SOLICITS FOR FEEDBACK FROM THE FULL BOARD ON THE PERFORMANCE OF THE EXECUTIVE DIRECTOR OVER THE COURSE OF THE PAST YEAR. THE INDIVIDUAL PERFORMANCE REVIEWS (OFFERED BY EACH BOARD MEMBER) IS COLLECTED BY THE BOARD PRESIDENT AND REVIEWED WITH THE PRESIDENT ELECT AND THEN WITH THE EXECUTIVE DIRECTOR. THE PRESIDENT GIVES A FORMAL REPORT AT THE DECEMBER MEETING. FOLLOWING THE REPORT THE BOARD DISCUSSES AND APPROVES SALARY FOR THE UPCOMING YEAR(EXECUTIVE DIRECTOR IS ABSENT FOR THIS DISCUSION). THE APPROVED SALARY IS EFFECTIVE JANUARY 1. THE BOARD UTILIZES DATA FROM UNITED WAY FOR SIMILAR SIZE AGENCIES IN THE MIDWEST. PART VI, SECTION C, 19 THEY ARE AVAILABLE UPON REQUEST AT THE ORGANIZATIONS OFFICE.