2025-02-18T18:43:21-06:00 2024-12-31 010852927 Keith Oltrogge CPA PC 201 E Main St Denver IA 506220310 990 2024-01-01 421098807 WAVERLY-SHELL ROCK AREA UNITED WAY WAVE 3193522582 PO BOX 271 WAVERLY IA 50677 JILL KRALL EXECUTIVE DIRECTOR 3193522582 2025-02-09 1 1 Keith Oltrogge CPA PC P00556907 3199845292 2025-02-09 X 2024 2025-03-06 01:10:19Z JILL KRALL W BREMER AVE WAVERLY IA 50677 374195 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 2 0 0 0 278560 373484 0 0 717 711 0 0 279277 374195 176799 210277 0 0 64845 69706 0 0 0 122198 65313 363842 345296 -84565 28899 420160 456601 151265 158807 268895 297794 RAISE AND DISTRIBUTE FUNDS TO TAX EXEMPT ORGANIZATIONS THAT PROVIDE HUMAN SERVICES FOR THE BETTERMENT OF THE RESIDENTS OF NORTHEAST IOWA. 0 0 279075 210277 RAISE AND DISTRIBUTE FUNDS 279075 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 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 2 1 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 373484 373484 711 711 374195 0 0 711 135000 135000 75277 75277 61777 46333 15444 3089 3089 4840 3630 1210 1500 1500 10000 10000 3536 3536 16320 16320 5222 1189 4033 1307 980 327 885 885 715 715 1903 1903 MISCELLANEOUS 19357 13130 6227 DUES AND ASSESSMENTS 4568 4568 345296 279075 66221 0 91800 150238 114454 119188 212715 179500 10243 9768 1191 475 7200 420160 456601 151265 151607 0 7200 151265 158807 X 257185 285913 11710 11881 268895 297794 420160 456601 28899 0 X 0 0 0 X 313898 234185 327701 278560 373484 1527828 313898 234185 327701 278560 373484 1527828 1527828 1065 831 603 717 711 3927 1531755 0.99740 0.99650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10243 9768 475 475 OPERATING LEASE LIABILITY-CURRENT 7200 7200 1 ALL IN MENTORING BREMER AVE WAVERLY IA 50677 871695556 501(C)3 8400 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 9500 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 7400 0 GENERAL SUPPORT TOGETHER FOR YOUTH W BREMER AVE WAVERLY IA 50677 420698265 501(C)3 7000 0 GENERAL SUPPORT RIVERVIEW CENTER PARK AVE WATERLOO IA 50703 363920008 501(C)3 7700 0 GENERAL SUPPORT NORTHSTAR COMMUNITY SERVICES UNIVERSITY AVE WATERLOO IA 50701 421038039 501(C)3 10400 0 GENERAL SUPPORT HABITAT FOR HUMANITY UNIVERSITY AVE WATERLOO IA 50701 421350378 501(C)3 6300 0 GENERAL SUPPORT RENT, UTILITIES, FOOD AND SUPPLIES 700 74481 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.