2024-05-10T13:05:11-05:00 2023-12-31 010852927 Keith Oltrogge CPA PC 201 E Main St Denver IA 506220310 990 2023-01-01 421098807 WAVERLY-SHELL ROCK AREA UNITED WAY WAVE 3193522582 PO BOX 271 WAVERLY IA 50677 JILL KRALL EXECUTIVE DIRECTOR 3193522582 2024-04-29 1 JILL KRALL 999009999 0 Keith Oltrogge CPA PC P00556907 3199845292 2024-04-29 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z JILL KRALL W BREMER AVE WAVERLY IA 50677 279277 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 0 0 0 327701 278560 0 0 603 717 0 0 328304 279277 156761 176799 0 0 64783 64845 0 0 0 24447 122198 245991 363842 82313 -84565 490245 420160 136785 151265 353460 268895 RAISE AND DISTRIBUTE FUNDS TO TAX EXEMPT ORGANIZATIONS THAT PROVIDE HUMAN SERVICES FOR THE BETTERMENT OF THE RESIDENTS OF NORTHEAST IOWA. 0 0 320002 176799 RAISE AND DISTRIBUTE FUNDS 320002 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 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 RENEE VOVES PRESIDENT 2.00 X X 0 0 0 SUE RAND 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 BETHANY CHRISTIANS DIRECTOR 2.00 X 0 0 0 AMY DERIFIELD DIRECTOR 2.00 X 0 0 0 TYLER HOMEISTER DIRECTOR 2.00 X 0 0 0 HAYLIE KRUMWIEDE DIRECTOR 2.00 X 0 0 0 DEB LORD DIRECTOR 2.00 X 0 0 0 SAMANTHA PREUSER DIRECTOR 2.00 X 0 0 0 TRACI MAGSAMEN DIRECTOR 2.00 X 0 0 0 TIFFANY SCHRAGE DIRECTOR 2.00 X 0 0 0 BECKY PROSTINE DIRECTOR 2.00 X 0 0 0 DWANE WATERBURY DIRECTOR 2.00 X 0 0 0 DEREK SOLHEIM DIRECTOR 2.00 X 0 0 0 MICHAEL GLEASON 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 278560 278560 717 717 279277 0 0 717 135000 135000 41799 41799 57646 43235 14411 2789 2789 4410 3307 1103 1300 1300 10001 10001 92991 92991 6298 6298 1204 903 301 1073 805 268 846 846 756 756 1410 1410 MISCELLANEOUS 3763 1962 1801 DUES AND ASSESSMENTS 2556 2556 363842 320002 43840 0 178860 91800 113877 114454 195561 212715 10243 9052 1947 1191 490245 420160 136785 151265 136785 151265 X 341914 257185 11546 11710 353460 268895 490245 420160 -84565 0 X 0 0 0 X 273275 313898 234185 327701 278560 1427619 273275 313898 234185 327701 278560 1427619 1427619 1796 1065 831 603 717 5012 1432631 0.99650 0.99590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10243 9052 1191 1191 1 ALL IN MENTORING BREMER AVE WAVERLY IA 50677 871695556 501(C)3 8300 0 MENTORING PROGRAMS FOR CHILDREN NORTHEAST IOWA FOOD BANK UNIVERSITY AVE WATERLOO IA 50701 421169648 501(C)3 24500 0 GENERAL SUPPORT NE IA COMMUNITY ACTION UNIVERSITY AVE WATERLOO IA 50701 426092713 501(C)3 9100 0 FAMILY SERVICE ASSISTANCE PATHWAYS BEHAVORIAL SERVICES UNIVERSITY AVE WATERLOO IA 50701 510245708 501(C)3 23800 0 SUBSTANCE ABUSE AND MENTAL HEALTH COUNSELING LARRABEE CENTER 117 11TH ST NW WAVERLY IA 50677 421342380 501(C)3 7200 0 GENERAL SUPPORT TOGETHER FOR YOUTH W BREMER AVE WAVERLY IA 50677 420698265 501(C)3 6300 0 GENERAL SUPPORT RIVERVIEW CENTER PARK AVE WATERLOO IA 50703 363920008 501(C)3 7900 0 GENERAL SUPPORT NORTHSTAR COMMUNITY SERVICES UNIVERSITY AVE WATERLOO IA 50701 421038039 501(C)3 11300 0 GENERAL SUPPORT HABITAT FOR HUMANITY UNIVERSITY AVE WATERLOO IA 50701 421350378 501(C)3 7800 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 550 41799 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 AUDIT. 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 AUDIT 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.