2024-01-25T16:52:47-06:00 2023-09-30 420731256 MERIWETHER WILSON AND COMPANY PLLC 4500 WESTOWN PARKWAY SUITE 140 WEST DES MOINES IA 502666717 990 2022-10-01 421124045 AMERICAN LEGION OF IOWA FOUNDATION AMER 5152825068 720 LYON STREET DES MOINES IA 50309 JOHN DERNER SECRETARY/TREASURER 5152825068 2024-01-18 1 JOHN DERNER 999009999 0 WILLIAM J BAUER P02069528 5152230002 2024-01-18 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN DERNER 720 LYON STREET DES MOINES IA 50309 499054 0 X N/A X 1978 IA TO PROMOTE AMERICANISM, YOUTH PROGRAMS, VETERANS REHABILITATION AND COMMUNITY SERVICE IN IOWA. 12 12 0 0 0 0 41518 42483 0 0 160353 85448 13100 7875 214971 135806 115857 110648 0 0 0 0 0 0 0 28804 29805 144661 140453 70310 -4647 2198029 2245876 59629 60388 2138400 2185488 TO PROVIDE FINANCIAL ASSISTANCE TO PROMOTE AMERICANISM, YOUTH PROGRAMS, VETERANS REHABILITATION AND COMMUNITY SERVICE IN THE STATE OF IOWA. "SERVE IN PEACE AS WE SERVE IN WAR". 0 0 AWARDS MADE TO VARIOUS CHARITIES, HISTORICAL SITES AND LEGION SPONSORED EVENTS. DURING THE FISCAL YEAR ENDING SEPTEMBER 30, 2023. THE FOUNDATION AWARDED 10 SCHOLARSHIPS TO INDIVIDUALS AND PROVIDED 48 AWARDS TO VARIOUS CHARITIES. 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 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 0 0 X 12 12 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X TERESA SHAW 5152825068 720 LYON STREET DES MOINES IA 50309 HARLAN YODER 1ST DISTRICT 1.00 X 0 0 0 ROBERT V WENGER 3RD DISTRICT 1.00 X 0 0 0 DENNIS J SOPPE 4TH DISTRICT 1.00 X 0 0 0 STEVEN DIXON 5TH DISTRICT 1.00 X 0 0 0 STEVEN NEAL 6TH DISTRICT 1.00 X 0 0 0 BRIAN RING 7TH DISTRICT 1.00 X 0 0 0 ED ROHNER 8TH DISTRICT 1.00 X 0 0 0 CHARLES BRUNSTING 9TH DISTRICT 1.00 X 0 0 0 ROBERT WAUGH PAST DEPARTMENT COMMANDER 1.00 X 0 0 0 NICOLE CLAPP EMERITUS MEMBERS 1.00 X 0 0 0 LEONARD ERNST 2ND DISTRICT/VP 1.00 X 0 0 0 DAVID K REHBEIN PRESIDENT / EMERITUS MEMBE 1.00 X 0 0 0 JOHN A DERNER SECRETARY/TREASURER 1.00 40.00 X 0 78337 16653 0 78337 16653 0 0 0 0 0 42483 42483 56094 56094 392602 363248 29354 29354 29354 SCHOLARSHIP EXPIRATION 900099 7875 7875 7875 135806 7875 0 85448 87898 22750 7642 13249 2088 1803 SUPPLIES 5023 140453 89994 48511 1805 2108035 2195560 2198029 2245876 8379 2826 48750 53750 2500 3812 59629 60388 X 2015174 2059351 123226 126137 2138400 2185488 2198029 2245876 -4647 51735 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2138400 42483 137183 102773 29805 2185488 2433253 41518 -204810 102757 28804 2138400 2181883 36461 328774 82920 30945 2433253 2154977 30083 102498 78665 27010 2181883 2063547 39282 174455 96250 26057 2154977 0 0 0 AWARDS PAYABLE 3812 3812 187541 51735 51735 135806 0 135806 140453 0 140453 0 140453 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT FUNDS CONSIST OF UNRESTRICTED NET ASSETS, WHICH ARE AVAILABLE TO FURTHER THE PROGRAMS AND POLICIES OF THE AMERICAN LEGION, DEPARTMENT OF IOWA, TEMPORARILY RESTRICTED NET ASSETS WHICH ARE AVAILABLE FOR AWARDS, AND PERMANENTLY RESTRICTED NET ASSETS WHICH PROVIDE THAT THE PRINCIPAL BE INVESTED IN THE PERPETUITY AND THE INCOME ONLY BE USED. 1 IOWA VETERANS HOME 1301 SUMMIT ST MARSHALLTOWN IA 50158 113808504 8000 0 TO PROMOTE PROGRAM SERVICES 1 BOYS STATE OUTSTANDING CITIZEN 1 6000 BOYS NATION SENATOR 2 750 BOYS STATE 2 1000 GIRLS STATE 2 6500 ALA JR PRESIDENT 1 250 BASEBALL PLAYER OF THE YEAR 1 1000 BASEBALL SCHOLARSHIP 1 500 BOYSCOUT SCHOLARSHIPS 3 2250 JR SHOOTING SPORTER 3 2250 ORATORICAL SCHOLARSHIPS 3 2250 PART I, LINE 2: THE SELECTION CRITERIA FOR GRANTS AND AWARDS ARE DETERMINED DURING THE FOUNDATION'S ANNUAL MEETING HELD IN MAY. THE BOARD DISCUSSES AND SELECTS THE GRANTS AND AWARDS AT THAT TIME. THE FOUNDATION SENDS LETTERS TO ALL THAT APPLIED TO LET THEM KNOW WHETHER OR NOT THEY WERE SELECTED. WHEN THE FOUNDATION SENDS THE CHECKS TO THE ORGANIZATIONS THAT RECEIVED THE GRANTS, A LETTER IS ENCLOSED INFORMING THE ORGANIZATION THAT THE MONEY IS TO BE USED ACCORDING TO THE PURPOSE IN THE APPLICATION. THE FOUNDATION WILL USUALLY RECEIVE A PICTURE OR A WRITE UP FROM THE ORGANIZATION AFTER THE PROJECT HAS BEEN COMPLETED. FOR SCHOLARSHIPS, THE FOUNDATION WILL ISSUE THE CHECK TO THE COLLEGE IN CARE OF THE STUDENT'S NAME. A LETTER IS ENCLOSED WITH THE CHECK STATING THAT THE MONEY IS TO BE APPLIED TO THE STUDENT'S ACCOUNT. FORM 990, PART VI, SECTION A, LINE 7A THE NINE DISTRICTS OF THE AMERICAN LEGION OF IOWA NOMINATE MEMBERS TO SERVE ON THE FOUNDATION'S BOARD. THE DEPARTMENT EXECUTIVE COMMITTEE OF THE AMERICAN LEGION OF IOWA CONFIRMS THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE MAILED TO THE GOVERNING BODY TO REVIEW BEFORE IT WILL BE FILED. THERE WILL BE A LETTER ENCLOSED ASKING THEM TO REVIEW THE FORM 990 AND CONTACT DEPARTMENT HEADQUARTERS SHOULD THERE BE QUESTIONS OR COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS AND STAFF WOULD BE ACCOUNTABLE TO THE DEPARTMENT EXECUTIVE COMMITTEE OF THE AMERICAN LEGION OF IOWA. THE COMMITTEE WOULD DECIDE WHAT COURSE OF ACTION MUST BE TAKEN TO RESOLVE ANY CONFLICT IT BELIEVES MAY EXIST. MEMBERS OF THE BOARD ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES AND DOES NOT COMPENSATE ANY OFFICERS OR DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS OF AMERICAN LEGION OF IOWA FOUNDATION ARE PUBLISHED ANNUALLY IN THE IOWA LEGIONNAIRE NEWSPAPER. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. AMERICAN LEGION OF IOWA 720 LYON ST DES MOINES IA 50309 420113005 VETERAN RELATED ACTIVITES IA 501(C)(19) N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0