Civic Intelligence

United Way of Spencer

990EZ • Fiscal year 2018 • EIN 21-7188191

Apr 01, 2017 to Mar 31, 2018 • Filed on Aug 23, 2018

PO Box 616Spencer, IA 51301

(712) 262-0380

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

30th percentile

-4.9%

Higher net margin than 30% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

79th percentile

$7,500

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

35th percentile

-5.4%

Faster asset growth than 35% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$133,296

Down $7,540 (-5.4%) from 2017

Net Assets

Down

$133,296

Down $7,540 (-5.4%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$154,412

Down $21,707 (-12%) from 2017

Expenses

Down

$161,952

Down $25,541 (-14%) from 2017

Net Income

Up

-$7,540

Up $3,834 (+34%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $87,530Net Assets 2011: $87,5302011Assets 2012: $112,241Net Assets 2012: $112,2412012Assets 2013: $171,740Net Assets 2013: $171,7402013Assets 2014: $195,805Net Assets 2014: $195,8052014Assets 2015: $164,807Net Assets 2015: $164,8072015Assets 2016: $152,210Net Assets 2016: $152,2102016Assets 2017: $140,836Net Assets 2017: $140,8362017Assets 2018: $133,296Net Assets 2018: $133,2962018Assets 2019: $142,975Net Assets 2019: $142,9752019Assets 2020: $172,740Liabilities 2020: $959Net Assets 2020: $171,7812020Assets 2021: $209,663Liabilities 2021: $1,072Net Assets 2021: $208,5912021Assets 2022: $349,927Liabilities 2022: $0Net Assets 2022: $349,9272022Assets 2023: $1,489,980Liabilities 2023: $0Net Assets 2023: $1,489,9802023Assets 2025: $1,334,220Liabilities 2025: $0Net Assets 2025: $1,334,2202025

Highlighted filing

2018

Assets$133,296
Liabilities-
Net Assets$133,296

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $122,736Expenses 2011: $90,950Net Income 2011: $31,7862011Revenue 2012: $110,464Expenses 2012: $85,753Net Income 2012: $24,7112012Revenue 2013: $193,581Expenses 2013: $134,083Net Income 2013: $59,4982013Revenue 2014: $158,849Expenses 2014: $134,783Net Income 2014: $24,0662014Revenue 2015: $135,553Expenses 2015: $166,551Net Income 2015: -$30,9982015Revenue 2016: $183,779Expenses 2016: $196,376Net Income 2016: -$12,5972016Revenue 2017: $176,119Expenses 2017: $187,493Net Income 2017: -$11,3742017Revenue 2018: $154,412Expenses 2018: $161,952Net Income 2018: -$7,5402018Revenue 2019: $159,120Expenses 2019: $149,441Net Income 2019: $9,6792019Revenue 2020: $190,351Expenses 2020: $161,545Net Income 2020: $28,8062020Revenue 2021: $206,878Expenses 2021: $170,068Net Income 2021: $36,8102021Revenue 2022: $327,729Expenses 2022: $186,393Net Income 2022: $141,3362022Revenue 2023: $1,660,793Expenses 2023: $520,740Net Income 2023: $1,140,0532023Revenue 2025: $261,135Expenses 2025: $721,199Net Income 2025: -$460,0642025

Highlighted filing

2018

Revenue$154,412
Expenses$161,952
Net Income-$7,540
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Aug 23, 2018
Return Version
2017v2.3
Gross Receipts
$154,412
Mission and Program Overview

Mission

United way of spencer distributes funds to local charities that have been collected in an organized concise manner from the public during its annual fund drive.

Program Services

DescriptionGrantsExpenses
UNITED WAY OF SPENCER PROVIDED FUNDING TO OVER TWENTY LOCAL NON-PROFIT ORGANIZATIONS ALLOWING, AMONG OTHER THINGS, HIGH RISK CHILDREN TO RECEIVE DAYCARE, THE LOCAL RED CROSS OFFICE TO ASSIST IN CRISES, THE DOMESTIC VIOLENCE OFFICE TO ASSIST BATTERED WIVES, THE MEALS ON WHEELS PROGRAM TO FEED THE ELDERLY, THE GIRLS AND BOYS CLUB TO POSITIVELY IMPACT CHILDREN AND HELP FUND LOCAL HUMANE SOCIETY.$148,975$148,975
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA CALLSecretaryPT$7,500-$7,500
JULIE WEAVERTreasurer-$0--
JON WALBURGBoard Member-$0--
DAVE AALBERTSBoard Member-$0--
LEVI MORRISBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
United Way of Spencer
EIN
21-7188191
Phone
7122620380
Address
PO BOX 616, SPENCER, IA 51301

Signing Officer

Name
Donna Call
Title
Secretary
Phone
7122620380
Signed
2018-08-23
Discuss with paid preparer
Yes

Preparer

Firm
Williams & Company CPA Pc
Address
PO BOX 908, SPENCER, IA 51301
Preparer
Daniel J Dekker CPA
Phone
7122621500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Tax refund 3,017 total 3,017

Form 990-ez, Part I, Line 10

Name: american red cross cash contribution: 39,350 name: arts on grand cash contribution: 6,900 name: birthright cash contribution: 6,675 name: catholic charities cash contribution: 11,725 name: hartley community daycare cash contribution: 16,000 name: spencer family ymca cash contribution: 8,900 name: upper des moines opportunity cash contribution: 10,850

Form 990-ez, Part I, Line 16

Expenses liability insurance 311 telephone 800 membership dues 1,500 total 2,611

Form 990-ez, Part II, Line 24

Pledges receivable 100,669 91,194 less allowance 3,564 2,535 net 97,105 88,659 equipment 280 280 less accumulated depreciation 280 280 total 97,105 88,659

Form 990-ez, Part III

United way of spencer distributes funds to local charities that have been collected in an organized concise manner from the public during its annual fund drive.

Form 990-ez, Part III, Line 28

United way of spencer provided funding to over twenty local non-profit organizations allowing, among other things, high risk children to receive daycare, the local red cross office to assist in crises, the domestic violence office to assist battered wives, the meals on wheels program to feed the elderly, the girls and boys club to positively impact children and help fund local humane society.

Raw XML Appendix156 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0UNITED WAY OF SPENCER
IRS990EZ/BooksInCareOfDetail/PhoneNum07122620380
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0120 W 5TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SPENCER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd051301
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043731
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt07500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DONNA CALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE WEAVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JON WALBURG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVE AALBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LEVI MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt097105
IRS990EZ/OtherAssetsTotalDetail/EOYAmt088659
IRS990EZ/OtherExpensesTotalAmt02611
IRS990EZ/OtherRevenueTotalAmt03017
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0UNITED WAY OF SPENCER DISTRIBUTES FUNDS TO LOCAL CHARITIES THAT HAVE BEEN COLLECTED IN AN ORGANIZED CONCISE MANNER FROM THE PUBLIC DURING ITS ANNUAL FUND DRIVE.
IRS990EZ/PrintingPublicationsPostageAmt0342
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0UNITED WAY OF SPENCER PROVIDED FUNDING TO OVER TWENTY LOCAL NON-PROFIT ORGANIZATIONS ALLOWING, AMONG OTHER THINGS, HIGH RISK CHILDREN TO RECEIVE DAYCARE, THE LOCAL RED CROSS OFFICE TO ASSIST IN CRISES, THE DOMESTIC VIOLENCE OFFICE TO ASSIST BATTERED WIVES, THE MEALS ON WHEELS PROGRAM TO FEED THE ELDERLY, THE GIRLS AND BOYS CLUB TO POSITIVELY IMPACT CHILDREN AND HELP FUND LOCAL HUMANE SOCIETY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0148975
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0148975
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt08074
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt0154412
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0176062
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0183677
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0198
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03017
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86250
IRS990ScheduleA/PublicSupportPY170Pct00.89200
IRS990ScheduleA/PublicSupportTotal170Amt0694876
IRS990ScheduleA/SubstantialContributorsTotAmt0110222
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0151330
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0176062
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0183677
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0135378
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0158651
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0805098
IRS990ScheduleA/TotalSupportAmt0805695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TAX REFUND 3,017 TOTAL 3,017
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: AMERICAN RED CROSS CASH CONTRIBUTION: 39,350 NAME: ARTS ON GRAND CASH CONTRIBUTION: 6,900 NAME: BIRTHRIGHT CASH CONTRIBUTION: 6,675 NAME: CATHOLIC CHARITIES CASH CONTRIBUTION: 11,725 NAME: HARTLEY COMMUNITY DAYCARE CASH CONTRIBUTION: 16,000 NAME: SPENCER FAMILY YMCA CASH CONTRIBUTION: 8,900 NAME: UPPER DES MOINES OPPORTUNITY CASH CONTRIBUTION: 10,850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES LIABILITY INSURANCE 311 TELEPHONE 800 MEMBERSHIP DUES 1,500 TOTAL 2,611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PLEDGES RECEIVABLE 100,669 91,194 LESS ALLOWANCE 3,564 2,535 NET 97,105 88,659 EQUIPMENT 280 280 LESS ACCUMULATED DEPRECIATION 280 280 TOTAL 97,105 88,659
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNITED WAY OF SPENCER DISTRIBUTES FUNDS TO LOCAL CHARITIES THAT HAVE BEEN COLLECTED IN AN ORGANIZED CONCISE MANNER FROM THE PUBLIC DURING ITS ANNUAL FUND DRIVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UNITED WAY OF SPENCER PROVIDED FUNDING TO OVER TWENTY LOCAL NON-PROFIT ORGANIZATIONS ALLOWING, AMONG OTHER THINGS, HIGH RISK CHILDREN TO RECEIVE DAYCARE, THE LOCAL RED CROSS OFFICE TO ASSIST IN CRISES, THE DOMESTIC VIOLENCE OFFICE TO ASSIST BATTERED WIVES, THE MEALS ON WHEELS PROGRAM TO FEED THE ELDERLY, THE GIRLS AND BOYS CLUB TO POSITIVELY IMPACT CHILDREN AND HELP FUND LOCAL HUMANE SOCIETY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA CALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07122620380
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITED WAY OF SPENCER
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0217188191
ReturnHeader/Filer/PhoneNum07122620380
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 616
ReturnHeader/Filer/USAddress/CityNm0SPENCER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051301
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-08-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:32:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421377056
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS & COMPANY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 908
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPENCER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051301
ReturnHeader/PreparerPersonGrp/PhoneNum07122621500
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL J DEKKER CPA
ReturnHeader/ReturnTs02018-08-30T08:32:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-04-01
ReturnHeader/TaxPeriodEndDt02018-03-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$0.26$0.72$0.46
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$0.00$1.49$1.66$0.52$1.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$0.33$0.19$0.14
2021Summary only. Only limited summary data is available for this year.$0.21$0.00$0.21$0.21$0.17$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.19$0.16$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.14$0.16$0.15$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.15$0.16$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.14$0.18$0.19$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.15$0.15$0.18$0.20$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.14$0.17$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.16$0.13$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.17$0.19$0.13$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.11$0.11$0.09$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.09$0.12$0.09$0.03