2024-08-22T15:12:16-05:00 2024-03-31 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVENUE SE SUITE 300 CEDAR RAPIDS IA 52401 990 2023-04-01 426062055 UNITED WAY OF JOHNSON & WASHINGTON COUNTIES INC UNIT 3193387823 1150 5TH ST 290 CORALVILLE IA 52241 JENNIFER BANTA PRESIDENT & CEO 3193387823 2024-08-22 1 0 DAVID LITTLE P01480921 3193632697 2024-08-02 2023 2024-08-08 14:25:15Z JENNIFER BANTA 1150 5TH ST 290 CORALVILLE IA 52241 2177191 0 X WWW.UNITEDWAYJWC.ORG X 1958 IA TO IMPROVE LIVES BY UNITING THE CARING POWER OF COMMUNITY IN JOHNSON AND WASHINGTON COUNTIES. 21 21 14 1389 0 0 2566140 2140371 0 0 11608 26025 -26089 -19455 2551659 2146941 1425305 1361366 0 0 690360 657368 0 0 110404 302000 481026 2417665 2499760 133994 -352819 3485615 3138931 1844931 1793931 1640684 1345000 X THE MISSION OF UNITED WAY OF JOHNSON & WASHINGTON COUNTIES, INC. (UWJWC) IS TO IMPROVE LIVES BY UNITING THE CARING POWER OF COMMUNITY IN JOHNSON AND WASHINGTON COUNTIES. 0 0 2102380 1361366 PARTNER AGENCY INVESTMENTS - UNITED WAY COLLABORATES WITH 30 PARTNER AGENCIES TO ASSIST INDIVIDUALS FACING URGENT NEEDS AND LONG-TERM CHALLENGES. THESE AGENCIES WORK TOGETHER DAILY TO ADDRESS COMMUNITY NEEDS AND, WITH UNITED WAY, DEVELOP INTEGRATED SOLUTIONS FOR CRITICAL ISSUES. THEY PROVIDE HIGH-QUALITY SERVICES THAT INCLUDE PLACE-BASED AND MULTI-GENERATIONAL COLLABORATIONS, TRANSFORMING THE FUTURES OF LOCAL INDIVIDUALS AND FAMILIES.UNITED WAY EVALUATES COMMUNITY TRENDS AND SERVICE GAPS, OFFERING VALUABLE PHILANTHROPIC SERVICES TO DONORS BY INVESTING IN ESSENTIAL NON-PROFITS THROUGH A VOLUNTEER-LED ANNUAL AGENCY INVESTMENT PROCESS. UNITED WAY IS DEDICATED TO ENSURING EVERYONE HAS THE BEST CHANCE FOR SUCCESS. AS UNITED WAY OF JOHNSON & WASHINGTON COUNTIES GROWS AND DIVERSIFIES, DONATING TO UNITED WAY REMAINS THE MOST EFFECTIVE WAY TO SUPPORT THE ENTIRE COMMUNITY. TOGETHER, WE ADDRESS THE NEEDS IN JOHNSON & WASHINGTON COUNTIES ACROSS AREAS SUCH AS BIRTH THROUGH ADULT EDUCATION, BUILDING FINANCIAL STABILITY, AND ACCESS TO HEALTH. UNITED WAY DONOR DESIGNATED FUNDS: CONTRIBUTORS TO UNITED WAY CAN ALLOCATE ALL OR A PORTION OF THEIR DONATIONS TO UNITED WAY AGENCIES OR TO NON-AFFILIATED 501(C)(3) ORGANIZATIONS, CHURCHES, OR GOVERNMENTAL AGENCIES. UNITED WAY DISTRIBUTES THESE FUNDS TO THE DESIGNATED ORGANIZATIONS BIANNUALLY, IN APRIL AND OCTOBER. DONORS ALSO HAVE THE OPTION TO DIRECT THEIR GIFTS TO SPECIFIC UNITED WAY INITIATIVES, SUCH AS EARLY LITERACY & GRADE LEVEL READING PROGRAMS, SUMMERSHIP CAMP SCHOLARSHIPS, AND THE DISASTER RELIEF FUND. ADDITIONALLY, DONORS CAN CHOOSE TO SUPPORT LONGER-TERM FUNDS, INCLUDING THE INNOVATION & SUSTAINABILITY FUND AND THE UNITED WAY ENDOWMENT FUND, WHICH IS MANAGED BY THE COMMUNITY FOUNDATION OF JOHNSON COUNTY. OTHER PROGRAM SERVICES - OTHER UNITED WAY OF JOHNSON & WASHINGTON COUNTIES PROGRAMMING INCLUDES: COMMUNITY BUILDING, ASSESSMENT AND ACCOUNTABILITY INITIATIVES. UNITED WAY FULFILLS ITS MISSION BY: 1) RESEARCHING AND ASSESSING COMMUNITY CONDITIONS AND LEADING MULTI-SECTOR GOAL SETTING, 2) DEVELOPING STRATEGIES AND RECRUITING RESOURCES TO DRIVE CHANGE, MEET NEEDS AND BUILD ASSETS IN THE COMMUNITY, AND 3) DELIVERING RESULTS BY MONITORING PROGRESS AND CHANGE IN COMMUNITY CONDITIONS. UWJWC PARNTERS WITH LOCAL LEADERS TO CREATE A COMMUNITY ASSESSMENT AND ASSISTS TO CONVENE A CROSS-SECTOR VISIONING AND GOAL SETTING PROCESS.UNITED WAY VOLUNTEER CENTER: THE UNITED WAY VOLUNTEER CENTER'S CORE MISSION IS TO INSPIRE, MOBILIZE, AND EQUIP INDIVIDUALS AND GROUPS TO TAKE POSITIVE ACTION IN ADDRESSING PRESSING CHALLENGES, SUPPORTING NONPROFITS, PREPARING FOR AND RESPONDING TO DISASTERS, AND ENHANCING THE QUALITY OF LIFE IN JOHNSON AND WASHINGTON COUNTIES. DEDICATED TO INCREASING VOLUNTEERISM, ENGAGEMENT, AND SERVICE, THE VOLUNTEER CENTER BUILDS A VIBRANT COMMUNITY OF VOLUNTEERS. WE ENCOURAGE ADULTS TO SERVE, YOUTH TO VOLUNTEER AND BUILD CHARACTER, FAMILIES TO BOND, YOUNG PROFESSIONALS TO LEAD, MATURE ADULTS TO SHARE THEIR WISDOM, AND BUSINESSES TO SUPPORT OUR COMMUNITY. THROUGH ORGANIZED VOLUNTEER PROJECTS AND BY CONNECTING INDIVIDUALS WITH NONPROFIT ORGANIZATIONS, THE UNITED WAY VOLUNTEER CENTER EMPOWERS PEOPLE TO TAKE MEANINGFUL ACTION.55+ RSVP PROGRAM: RSVP ENGAGES INDIVIDUALS AGED 55 AND OLDER IN CITIZEN SERVICE. IT IS ONE OF THE LARGEST VOLUNTEER NETWORKS IN THE NATION FOR PEOPLE 55 AND OVER AND ENCOURAGES INDIVIDUALS TO USE THE SKILLS AND TALENTS THEY HAVE LEARNED OVER THE YEARS, OR DEVELOP NEW ONES, WHILE SERVING IN A VARIETY OF VOLUNTEER ACTIVITIES. THE UNITED WAY 55+ RSVP PROGRAM PROVIDES VOLUNTEERS BOTH ON AN ONGOING BASIS AND FOR SPECIAL EVENTS AND NEEDS TO LOCAL PARTNERS. VOLUNTEERS ASSIST IN MULTIPLE WAYS, INCLUDING WORKING IN FOOD PANTRIES, DELIVERING MEALS, BECOMING LITERACY VOLUNTEERS, DRIVING FOR OUR MEDICAL TRANSPORTATION PROGRAM, AS WELL AS SUPPORTING MAILINGS, CLERICAL ASSISTANCE AND MANY MORE OPPORTUNITIES. 55+ RSVP COUNTIES SERVED INCLUDE: JOHNSON, WASHINGTON, DES MOINES, AND MUSCATINE.PEN PALS PROGRAM: THE PEN PALS PROGRAM MOTIVATES STUDENTS BY PROVIDING AN AUDIENCE FOR THEIR IDEAS, HELPING THEM TO EXPRESS THEMSELVES CLEARLY. IT CONNECTS EVERY STUDENT WITH A PEN PAL, ALLOWING FOR FUN AND ENGAGING COMMUNICATION. THROUGH FRIENDLY CORRESPONDENCE, STUDENTS LEARN ABOUT VARIOUS TOPICS, PRACTICE WRITING, INCREASE LITERACY SKILLS, AND BUILD POSITIVE RELATIONSHIPS. THIS PROGRAM SUPPORTS AUTHENTIC WRITING EXPERIENCES FOR LOCAL ELEMENTARY SCHOOL STUDENTS.HOLIDAY ADOPT A FAMILY: FOR MANY FAMILIES, THE HOLIDAYS CAN BE AN EXTREMELY DIFFICULT TIME. ADOPT A FAMILY IS DESIGNED TO SUPPORT FAMILIES WHO OTHERWISE WOULDN'T HAVE THE RESOURCES TO CELEBRATE THE HOLIDAYS. THIS PROGRAM PROVIDES A WONDERFUL HOLIDAY EXPERIENCE FOR FAMILIES AT A CRITICAL TIME IN THEIR LIVES. IN THIS PROGRAM, BUSINESSES, ORGANIZATIONS, CHURCHES, GROUPS, OR INDIVIDUALS AGREE TO SPONSOR A LOCAL FAMILY OR FAMILIES FOR THE HOLIDAY BY PROVIDING GIFTS, GIFT CARDS, HOUSEHOLD ITEMS, FOOD, AND MORE. EARLY LITERACY & GRADE LEVEL READING INITIATIVE: A GROWING BODY OF RESEARCH SUGGESTS THAT READING PROFICIENCY BY THIRD GRADE IS ONE OF THE MOST POWERFUL PREDICTORS OF FUTURE ACADEMIC AND CAREER SUCCESS. MANY CHILDREN IN THE COMMUNITY DO NOT HAVE ACCESS TO BOOKS AT HOME OR DO NOT HAVE THE OPPORTUNITY TO BENEFIT FROM READING A BOOK WITH A CARING ADULT. THE EDUCATIONAL GAP FOR CHILDREN FALLING BEHIND IN READING GROWS WIDER AS THEY ENTER FOURTH GRADE AND SWITCH FROM "LEARNING TO READ" INTO "READING TO LEARN." KIDS WHO FALL BEHIND FIND IT HARDER TO CATCH UP, CAUSING FRUSTRATION AND OFTEN A SENSE OF "GIVING UP." THE INITIATIVE INCLUDES A COMMUNITY-WIDE BOOK DRIVE, READING VOLUNTEER PROGRAM AND LITERACY KITS.MY VERY OWN BOOK DRIVE: A COMMUNITY-WIDE BOOK DRIVE LAUNCHED IN JUNE 2016 TO HARNESS THE CARING POWER OF THE COMMUNITY AND COLLECT CHILDREN'S BOOKS. ALL COLLECTED BOOKS WILL BE DISTRIBUTED TO CHILDREN IN ELEMENTARY SCHOOLS THAT HAVE A HIGHER FREE AND REDUCED LUNCH PARTICIPATION PERCENTAGE. IN ADDITION, ACTIVITIES FOR CHILDREN AND FAMILIES TO READ TOGETHER AT HOME WILL BE PROMOTED.UNITED WAY READING BUDDIES: THE PROGRAM PARTNERS COMMUNITY VOLUNTEERS WITH YOUNG STUDENT READERS TO HELP DEVELOP LANGUAGE AND LITERACY SKILLS AND SUPPORT THEM BECOMING LIFELONG READERS.LITERACY KITS: RESEARCH HAS SHOWN THAT CHILDREN LEARN BEST WHEN THEY ARE ENGAGED AND HAVING FUN. LITERACY KITS MAKE READING INTERACTIVE AND FUN BY COMBINING A BOOK WITH RELATED OBJECTS, GAMES, AND ACTIVITIES. THEY ARE USED IN VOLUNTEER READING PROGRAMS AND DISTRIBUTED TO FAMILIES WITH EARLY ELEMENTARY-AGED CHILDREN THROUGH SCHOOLS AND SERVICE AGENCIES. DESIGNED FOR EARLY READERS (K-3), THESE KITS ENHANCE READING EXPERIENCES AND DIRECTLY IMPACT SCHOOL SUCCESS BY ENCOURAGING CHILDREN TO READ OR BE READ TO BY AN ADULT.MATH KITS: MATH KITS HELP CHILDREN ACQUIRE FOUNDATIONAL MATH SKILLS WHILE STAYING ENGAGED AND HAVING FUN. THEY FOCUS ON BASE-10 MATH, NUMBER SENSE, AND UNDERSTANDING NUMBERS AS QUANTITIES AND VALUES, INCLUDING LEARNING ABOUT COINS AND THEIR MONETARY VALUE. THESE KITS ARE DISTRIBUTED TO ELEMENTARY-AGED CHILDREN THROUGH SCHOOLS AND SERVICE AGENCIES.DISASTER SERVICES INCLUDE COORDINATING THE COMMUNITY ORGANIZATIONS ACTIVE IN DISASTER (COAD) COALITION AND ITS SUBCOMMITTEES FOR LONG-TERM RECOVERY, VOLUNTEER AND DONATIONS MANAGEMENT, AND NEEDS ASSESSMENT. THE EMERGENCY VOLUNTEER CENTER (EVC) PREPARES FOR DISASTERS, MANAGING VOLUNTEERS THROUGH A DEDICATED LOCATION FOR LARGE DISASTERS AND A PHONE BANK FOR SMALLER ONES. IN PARTNERSHIP WITH JOHNSON COUNTY EMERGENCY MANAGEMENT, THE EVC MOBILIZES TRAINED VOLUNTEERS TO EFFICIENTLY DEPLOY DISASTER ASSISTANCE. THE DISASTER CALL CENTER, STAFFED BY UNITED WAY PERSONNEL AND VOLUNTEERS, PROVIDES THE COMMUNITY WITH DISASTER-RELATED INFORMATION AND VOLUNTEER ASSISTANCE, ALLOWING MUNICIPAL STAFF TO FOCUS ON EMERGENCY OPERATIONS.THE COMMUNITY BOARD FAIR IS A COLLABORATIVE EFFORT BETWEEN UNITED WAY, THE IOWA CITY AREA BUSINESS PARTNERSHIP, AND COMMUNITY PARTNERS. IT SERVES AS A REGION-WIDE HUB FOR COMMITTEE, COMMISSION, AND BOARD OPPORTUNITIES FOR COMMUNITY LEADERS LOOKING TO GET INVOLVED. THIS EVENT PROVIDES COMMUNITY-MINDED INDIVIDUALS WITH THE CHANCE TO FIND OPPORTUNITIES TO SERVE ON LOCAL TASK FORCES, COMMISSIONS, COMMITTEES, AND BOARDS, FOSTERING GREATER CIVIC ENGAGEMENT AND LEADERSHIP.SUMMERSHIPS: A "SUMMERSHIP" PROVIDES A K-12 STUDENT FROM JOHNSON AND WASHINGTON COUNTIES, WHO IS ELIGIBLE FOR FREE & REDUCED LUNCH, WITH A CAMP SCHOLARSHIP. SUMMERSHIPS PROVIDE ACCESS TO SUMMER-TIME, HIGH QUALITY CAMPS AND ACTIVITIES FOR CHILDREN WHO OTHERWISE MIGHT NOT HAVE THE OPPORTUNITY. EACH "SUMMERSHIP" SCHOLARSHIP WILL FUND UP TO $350 OF ONE SUMMER CAMP OR SUMMER ACTIVITY PER CHILD. UNITED WAY OF JOHNSON & WASHINGTON COUNTIES AND THE COMMUNITY FOUNDATION OF JOHNSON COUNTY ARE PROUD TO PARTNER TO COORDINATE THIS SCHOLARSHIP PROGRAM.2-1-1: A NATIONAL UNITED WAY INITIATIVE AND REGIONAL PARTNERSHIP OF LOCAL UNITED WAYS. 2-1-1 IS A 24-HOUR TOLL-FREE INFORMATION AND REFERRAL HOTLINE AND WEBSITE FOR HEALTH AND HUMAN SERVICES. TRAINED INFORMATION AND REFERRAL OPERATORS PROVIDE ASSISTANCE TO CALLERS SEEKING SERVICES SUCH AS CHILDCARE, RENT AND UTILITY ASSISTANCE OR CARE FOR THE ELDERLY. UNITED WAYS OF IOWA: STATEWIDE ORGANIZATION OF LOCAL UNITED WAYS FOCUSED ON SHARING RESOURCES, ACHIEVING OPERATIONAL EFFICIENCIES, AND FOLLOWING BEST PRACTICES FOR COMMUNITY IMPACT AND RESOURCE DEVELOPMENT. IT ADVOCATES FOR PUBLIC POLICY AT STATE AND FEDERAL LEVELS ON ISSUES RELATED TO EDUCATION, INCOME, AND HEALTH. THIS INCLUDES EARLY CHILDHOOD EDUCATION, CHILDCARE ACCESS, K-12 AND HIGHER EDUCATION, POVERTY, HOUSING, INCOME SUPPORTS, WORKFORCE TRAINING, ECONOMIC STABILITY, HEALTHCARE ACCESS, PREVENTIVE SERVICES, AGING SUPPORT, AND SERVICES FOR MENTAL HEALTH AND DEVELOPMENTAL DISABILITIES. 2102380 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X EMMA BARNUM 3193387823 1150 5TH STREET SUITE 290 CORALVILLE IA 52241 TOWNSEND JACKI CHAIR 1.50 X X 0 0 0 DEVAISHER LEN VICE CHAIR 1.50 X X 0 0 0 THOMAS BARBARA RESOURCE DEVELOPMENT CHAIR 1.50 X X 0 0 0 WOLFF MARSHA COMMUNITY INVESTMENT CHAIR 1.50 X X 0 0 0 YOKUM LYNSEY INTERNAL OPERATIONS CHAIR 1.50 X X 0 0 0 ASTORINO CHARILIE BOARD MEMBER 1.00 X 0 0 0 BISHOP JUSTIN STRATEGIC PLANNING CHAIR 1.00 X 0 0 0 BROWN MATT BOARD MEMBER 1.00 X 0 0 0 COLLINS EMILY BOARD MEMBER 1.00 X 0 0 0 CONARD JIM BOARD MEMBER 1.00 X 0 0 0 DAVIS TERRI BOARD MEMBER 1.00 X 0 0 0 HEIAR RYAN BOARD MEMBER 1.00 X 0 0 0 JON SARGEANT TRACY BOARD MEMBER 1.00 X 0 0 0 KRON SHANE BOARD MEMBER 1.00 X 0 0 0 LEHMAN MICHAEL BOARD MEMBER 1.00 X 0 0 0 LEYDEN-VAN GUNDY ANGIE BOARD MEMBER 1.00 X 0 0 0 RAMEY CHACE STRATEGIC PLANNING CHAIR 1.50 X 0 0 0 STRAHN-KOLLER BROOKE BOARD MEMBER 1.00 X 0 0 0 SWARTZ RYAN BOARD MEMBER 1.00 X 0 0 0 TOVAR LIZ BOARD MEMBER 1.00 X 0 0 0 VAN ROEKEL TRICIA BOARD MEMBER 1.00 X 0 0 0 BANTA JENNIFER PRESIDENT & CEO 40.00 X 106575 0 10028 ANDERSON TERRI DIRECTOR OF FINANCE & OPERATIONS JUNE 2023 40.00 X 38427 0 3304 UPAH MARIA DIRECTOR OF FINANCE & OPERATIONS DECEMBER 2023 40.00 X 44956 0 5134 189958 0 18466 1 0 0 0 0 54702 204798 1880871 35083 2140371 26160 26160 135 -135 -135 -135 0 54702 30115 -30115 -30115 10660 0 10660 10660 2146941 26160 0 -19590 1361366 1361366 193179 164530 19512 9137 356423 259213 66197 31013 3355 2858 121 376 67457 57451 6814 3192 36954 28193 5966 2795 3682 1724 1498 460 36029 16868 14659 4502 5762 90 5659 13 22988 10762 9354 2872 6353 4225 535 1593 20664 15136 3764 1764 78009 35303 8127 34579 37543 26773 7334 3436 6622 5889 473 260 12736 8569 2554 1613 28653 20637 5459 2557 8790 6090 1839 861 6239 4323 1305 611 BAD DEBT EXPENSE 123452 123452 GRANT RELATED EXPENSES 48696 48696 CAMPAIGN SUPPLIES/EVENT 20440 9316 2354 8770 VOLUNTEER CENTER 14368 14368 2499760 2102380 286976 110404 237019 1114087 1681743 928271 1124442 617430 5954 5608 111778 96882 17393 14896 419064 458639 3485615 3138931 42396 86640 1715155 1631081 4517 29317 82863 46893 1844931 1793931 X 830746 758563 809938 586437 1640684 1345000 3485615 3138931 X -352819 57135 X X 0 1 X 1 0 X 2484351 2758329 2368568 2547325 2234165 12392738 2484351 2758329 2368568 2547325 2234165 12392738 841152 11551586 22911 10039 7246 11396 26160 77752 12470490 -58556 0.92630 0.95070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 4008 4008 0 107770 92874 14896 14896 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 411882 RIGHT OF USE ASSET, NET 46757 458639 X 1990612 41567 57135 98702 1891910 255031 255031 2146941 2286296 41567 41567 2244729 255031 255031 2499760 PART V, LINE 4: THE GENERAL PURPOSE OF DISTRIBUTIONS MADE FROM THE GENERAL UNITED WAY ENDOWMENT FUND WILL BE TO SUPPORT THE CHARITABLE ACTIVITIES OF THE AGENCY AS SUCH ACTIVITIES ARE DEFINED BY THE AGENCY'S BOARD OF DIRECTORS AND ARE IN ACCORD WITH THE DIRECTIONS CONTAINED IN ANY DEED OF GIFT BY ORIGINAL DONORS TO THE AGENCY'S FUND. THE PART X, LINE 2: UWJWC IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR SECTION OF THE IOWA INCOME TAX LAW, WHICH PROVIDES AN INCOME TAX EXEMPTION FOR ORGANIZATIONS OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES. THE INTERNAL REVENUE SERVICE HAS NOT DETERMINED THAT UWJWC IS A PRIVATE FOUNDATION. UWJWC FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION. UWJWC FOLLOWS THE ACCOUNTING STANDARDS TO EVALUATE UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 57,135. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET DONOR DESIGNATIONS PAID TO OTHERS, OFFSET TO REVENUE ON FINANCIAL STMTS 255,031. PART XII, LINE 4B - OTHER ADJUSTMENTS: NET DONOR DESIGNATIONS PAID TO OTHERS, OFFSET TO REVENUE ON FINANCIAL STMTS 255,031. POWER OF THE PURSE 41667 41667 8433 2160 5215 HOOPS & HOPS 13035 13035 14298 9 54702 54702 22731 2160 5224 30115 -30115 10660 1 1.00000 10660 10660 IA 1 0 1 0 1.00000 MARIA UPAH 1150 5TH ST STE 290 CORALVILLE IA 52241 0 MARIA UPAH OVERSIGHT OF ENTIRE FUNDRAISING EVENT. X 1 21513 1 4CS COMMUNITY COORDINATED CHILD CARE 1500 SYCAMORE ST IOWA CITY IA 52240 237351124 501C3 30301 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS VISITING NURSE ASSOCIATION 1524 SYCAMORE ST IOWA CITY IA 52240 420703760 501C3 10000 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS UNITED ACTION FOR YOUTH 1700 S FIRST AVE SUITE 14 IOWA CITY IA 52240 420954860 501C3 71500 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS TABLE TO TABLE 840 S CAPITOL ST IOWA CITY IA 52240 421457219 501C3 54065 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS SHELTER HOUSE 429 SOUTHGATE AVE IOWA CITY IA 52240 421231451 501C3 83064 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS NORTH LIBERTY COMMUNITY PANTRY 89 NORTH JONES BLVD NORTH LIBERTY IA 52317 421233284 501C3 24575 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS NEIGHBORHOOD CENTERS OF JOHNSON COUNTY PO BOX 2491 IOWA CITY IA 52244 421060964 501C3 125333 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS IOWA VALLEY HABITAT FOR HUMANITY 2401 SCOTT BLVD SE IOWA CITY IA 52240 421410210 501C3 15000 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS IOWA LEGAL AID 1700 SOUTH FIRST AVE SUITE 10 IOWA CITY IA 52240 421079227 501C3 37000 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS IOWA CITY FREE MEDICAL & DENTAL CLINIC 2440 TOWNCREST DR IOWA CITY IA 52240 420960955 501C3 115011 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS THE HOUSING FELLOWSHIP 322 EAST SECOND ST IOWA CITY IA 52240 421362432 501C3 21765 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS HORIZONS 819 5TH ST SE CEDAR RAPIDS IA 52406 421135083 501C3 20000 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS HACAP - IOWA CITY 367 SOUTHGATE AVE IOWA CITY IA 52240 420898405 501C3 20000 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS GOODWILL OF THE HEARTLAND 1410 S FIRST AVE IOWA CITY IA 52240 420923563 501C3 20000 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS FREE LUNCH PROGRAM 1105 S GILBERT CT SUITE 100 IOWA CITY IA 52240 264722790 501C3 5407 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS DOMESTIC VIOLENCE INTERVENTION PROGRAM (DVIP) 1105 S GILBERT CT SUITE 300 IOWA CITY IA 52240 421124902 501C3 75200 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS CORALVILLE COMMUNITY FOOD PANTRY 1002 5TH ST CORALVILLE IA 52241 473509757 501C3 17694 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS COMMUNITY CRISIS SERVICES AND FOOD BANK 1121 GILBERT CT IOWA CITY IA 52240 420955992 501C3 108130 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS BIG BROTHERS BIG SISTERS OF JOHNSON COUNTY 3109 OLD HWY 218 SOUTH IOWA CITY IA 52246 426021441 501C3 44835 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS THE ARC OF SOUTHEAST IOWA 2620 MUSCATINE AVE IOWA CITY IA 52240 420933140 501C3 28458 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS AGING SERVICESPATHWAYS ADULT DAY HEALTH CENTER 817 PEPPERWOOD LANE IOWA CITY IA 52240 237085316 501C3 29490 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS ABBE MENTAL HEALTH CENTER 1039 ARTHUR ST IOWA CITY IA 52240 421045257 501C3 25000 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS GERIATRIC & SPECIAL NEEDS DENTAL PROGRAM UNIVERSITY OF IOWA W329 DSB IOWA CITY IA 52242 426004813 GOVT 7373 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS RVAP 332 S LINN ST SUITE 100 IOWA CITY IA 52240 426004813 GOVT 19660 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS JOAN BUXTON SCHOOL CHILDREN'S AID 1725 N DODGE ST IOWA CITY IA 52245 426023567 OTHER 10000 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS HEALTHY KIDS SCHOOL-BASED CLINICS 1725 N DODGE ST IOWA CITY IA 52245 426023567 OTHER 71759 0 FOR PROGRAMS TO EDUCATION, FINANCIAL STABILITY, AND HEALTH AND DONOR DESIGNATED FUNDS 24 2 PART I, LINE 2: ALLOCATIONS: ORGANIZATIONS RECEIVING DISCRETIONARY FUNDING FROM UWJWC (DETERMINED BY COMMUNITY IMPACT COUNCIL VOLUNTEERS) UNDERGO INTENSIVE PRE-SCREENING BEFORE BEING AWARDED FUNDING. SUCH SCREENING INCLUDES: - AN APPLICATION PROCESS THAT INCLUDES EXPLANATION OF THE PROPOSED USE AND RESULTS FROM THE USE OF THE FUNDING - FINANCIAL REVIEW OF THE ORGANIZATION TO GAIN A LEVEL OF ASSURANCE THAT THE ORGANIZATION FOLLOWS SOUND FISCAL POLICIES - VERIFICATION OF COMPLIANCE WITH THE PROVISIONS OF THE PATRIOT ACT - VERIFICATION OF CURRENT STATUS AS AN IRS CODE SECTION 501(C)(3) PUBLIC CHARITY OR GOVERNMENTAL AGENCY - ARE REQUIRED TO PROVIDE UWJWC WITH QUARTERLY PROGRESS REPORTS THAT SHOW HOW THE FUNDING HAS BEEN UTILIZED TO DATE AND HOW THAT FUNDING HAS IMPACTED THE MISSION ACHIEVEMENTS - ARE REQUIRED TO PROVIDE UWJWC WITH A FINAL REPORT AT THE END OF THE ALLOCATION PERIOD THAT VERIFIES THAT ALL FUNDING HAS BEEN USED FOR THE PURPOSES INTENDED AND WHAT THE RESULTS WERE COMPARED TO THE PROPOSED RESULTS FROM THE ORIGINAL APPLICATION X 1797 FAIR VALUE X SPECIAL EVENT 4 30115 FAIR VALUE X OTHER 2077 3171 FAIR VALUE 0 1 1 PART I, COLUMN (B): AMOUNT IN COLUMN B INDICATES THE NUMBER OF CONTRIBUTORS. PART I, LINE 32B: THE ORGANIZATION UTILIZES A THIRD PARTY TO SELL GIFTS OF STOCK. STOCK IS SOLD AS SOON AS POSSIBLE AFTER IT IS RECEIVED INTO THE ORGANIZATION'S ACCOUNT. THE ORGANIZATION HAS DEFINED PROCESSES TO ENSURE THE GIFTS ARE PROPERLY RECORDED. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE ORGANIZATION (CHAIR, VICE OR PAST CHAIR, COMMITTEE CHAIRS OF INTERNAL OPERATIONS, COMMUNITY INVESTMENT, RESOURCE DEVELOPMENT & STRATEGIC PLANNING). THE PRESIDENT & CEO IS AN EX-OFFICIO NON-VOTING MEMBER OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE'S DUTIES CONSIST OF CARRYING ON THE GOVERNANCE AND DIRECTION OF OPERATIONS OF THE CORPORATION, AS DELEGATED BY THE BOARD, IN THE INTERIM BETWEEN BOARD OF DIRECTOR'S MEETINGS. THE EXECUTIVE COMMITTEE MAY RECOMMEND CHANGES IF THEY AFFECT POLICY OR LONG-RANGE PLANNING. ANY DUTIES OR RESPONSIBILITIES NOT SPECIFICALLY ADDRESSED IN THE BYLAWS WILL BECOME THE RESPONSIBILITY OF THE EXECUTIVE COMMITTEE. AN ADDITIONAL DUTY WILL BE TO CONDUCT THE EVALUATION OF THE PRESIDENT & CEO. FORM 990, PART VI, SECTION B, LINE 11B THE INDEPENDENT TAX PREPARER REVIEWS A DRAFT OF THE FORM 990 WITH MANAGEMENT, THE INTERNAL OPERATIONS COMMITTEE, AND EXECUTIVE COMMITTEE. A FINAL DRAFT OF THE FORM 990 IS REVIEWED AND APPROVED BY MANAGEMENT AND THE BOARD OF DIRECTORS. AFTER ANY AND ALL CHANGES ARE MADE, THE FINAL COPY OF THE FORM 990 IS PROVIDED TO THE FULL BOARD OF DIRECTORS AND APPROVED PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C UNITED WAY OF JOHNSON & WASHINGTON COUNTIES REQUIRES ALL STAFF MEMBERS, BOARD MEMBERS, AND COMMUNITY IMPACT COUNCIL VOLUNTEERS TO SIGN CONFLICT OF INTEREST DISCLOSURES ANNUALLY, AND REQUESTS CONTEMPORANEOUS NOTIFICATION OF ANY STATUS CHANGES (E.G. BOARD APPOINTMENTS, VENDOR AGREEMENTS, ETC.). ORGANIZATIONS THAT RECEIVE FUNDING FROM UWJWC ARE ALSO REQUIRED TO PROVIDE CURRENT LISTINGS OF THEIR DIRECTORS, WHICH ARE CROSS REFERENCED TO DETERMINE IF THERE HAVE BEEN ANY UNDISCLOSED CONFLICTS. THE DIRECTOR OF FINANCE AND OPERATIONS AND THE VICE PRESIDENT OF COMMUNITY IMPACT & ENGAGEMENT MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IF A CONFLICT OR PERCEIVED CONFLICT IS BELIEVED TO EXIST, THE MATTER IS BROUGHT TO THE INTERNAL OPERATIONS COMMITTEE FOR REVIEW. A RECOMMENDATION FOR ADDRESSING THE ISSUE IS SUBMITTED BY THE INTERNAL OPERATIONS COMMITTEE TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE REVIEWS AND MAY TAKE ACTION OR PRESENT TO THE FULL BOARD FOR ACTION, WHICH MIGHT INCLUDE REQUEST FOR RESIGNATION OR TERMINATION FROM AN APPOINTED OR ELECTED POSITION, OR OTHER CONSEQUENCE AS DEEMED APPROPRIATE AND IN ACCORDANCE WITH UWJWC POLICIES AND NONPROFIT STANDARDS OF CONDUCT. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT & CEO IS REVIEWED BY THE UWJWC INTERNAL OPERATIONS COMMITTEE. THE REVIEW INCLUDES THE USE OF COMPARABILITY DATA FROM UNITED WAY WORLDWIDE FOR SIMILARLY SIZED UNITED WAYS, THE PRESIDENT & CEO'S PERFORMANCE AND YEARS OF RELEVANT EDUCATION AND WORK EXPERIENCE, ALONG WITH MARKET ANALYSIS FOR WORK OF SIMILAR COMPLEXITY AND RESPONSIBILITY. THE PRESIDENT & CEO SALARY IS THEN REVIEWED BY THE ORGANIZATION'S EXECUTIVE COMMITTEE, AND THE ANNUAL OPERATIONS BUDGET, FOR FUNDRAISING, ADMINISTRATION AND PROGRAMS, ARE APPROVED BY THE BOARD OF DIRECTORS AND DOCUMENTED IN THE BOARD MINUTES. THE PROCESS LAST TOOK PLACE IN 2024. CEO GIVES ANNUAL REVIEW AND SETS COMPENSATION AMOUNT. CEO LOOKS AT COMPARISON SALARY DATA FROM UNITED WAY WORLDWIDE FOR UNITED WAYS OF OUR SIZE. REVIEWED BY INTERNAL OPERATIONS COMMITTEE AND EXECUTIVE COMMITTEE AND APPROVED AS PART OF ENTIRE OPERATING BUDGET BY BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE UWJWC OFFICE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 57,135. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS DID NOT CHANGE IN 2023.