Civic Intelligence

United Way of Boone County Iowa Inc.

990EZ • Fiscal year 2013 • EIN 42-0725148

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 11, 2014

PO Box 51150036

(515) 432-8985

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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

60th percentile

7.7%

Faster asset growth than 60% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

52nd percentile

3.0%

Faster revenue growth than 52% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$179,149

Up $12,747 (+7.7%) from 2012

Net Assets

$179,149

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$120,383

Up $3,468 (+3.0%) from 2012

Expenses

Up

$107,636

Up $9,075 (+9.2%) from 2012

Net Income

Down

$12,747

Down $5,607 (-31%) from 2012

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $148,048Liabilities 2011: $02011Assets 2012: $166,402Liabilities 2012: $02012Assets 2013: $179,149Net Assets 2013: $179,1492013Assets 2014: $190,074Net Assets 2014: $190,0742014Assets 2015: $218,882Net Assets 2015: $218,8822015Assets 2016: $228,113Net Assets 2016: $228,1132016Assets 2017: $203,431Net Assets 2017: $203,4312017Assets 2018: $210,858Net Assets 2018: $210,8582018Assets 2019: $230,174Net Assets 2019: $230,1742019Assets 2020: $242,874Net Assets 2020: $242,8742020Assets 2021: $232,766Net Assets 2021: $232,7662021Assets 2022: $214,094Net Assets 2022: $214,0942022Assets 2023: $225,356Net Assets 2023: $225,3562023Assets 2024: $194,598Net Assets 2024: $194,5982024

Highlighted filing

2013

Assets$179,149
Liabilities-
Net Assets$179,149

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $107,548Expenses 2011: $96,205Net Income 2011: $11,3432011Revenue 2012: $116,915Expenses 2012: $98,561Net Income 2012: $18,3542012Revenue 2013: $120,383Expenses 2013: $107,636Net Income 2013: $12,7472013Revenue 2014: $118,163Expenses 2014: $107,238Net Income 2014: $10,9252014Revenue 2015: $112,612Expenses 2015: $83,805Net Income 2015: $28,8072015Revenue 2016: $113,294Expenses 2016: $104,063Net Income 2016: $9,2312016Revenue 2017: $107,294Expenses 2017: $131,976Net Income 2017: -$24,6822017Revenue 2018: $108,059Expenses 2018: $100,632Net Income 2018: $7,4272018Revenue 2019: $109,734Expenses 2019: $90,418Net Income 2019: $19,3162019Revenue 2020: $102,226Expenses 2020: $89,526Net Income 2020: $12,7002020Revenue 2021: $86,215Expenses 2021: $96,323Net Income 2021: -$10,1082021Revenue 2022: $86,465Expenses 2022: $105,137Net Income 2022: -$18,6722022Revenue 2023: $73,530Expenses 2023: $62,268Net Income 2023: $11,2622023Revenue 2024: $79,581Expenses 2024: $111,030Net Income 2024: -$31,4492024

Highlighted filing

2013

Revenue$120,383
Expenses$107,636
Net Income$12,747
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 11, 2014
Return Version
2013v3.1
Gross Receipts
$120,383
Mission and Program Overview

Mission

The objective of the organization is to provide a means by which contributions can be made annually in pledges to charitable health and welfare organizations, to provide for the budgeting and allocation of funds derived from said gifts and pledges to tax exempt agencies in order to most efficiently meet the needs of the community and area.

Program Services

DescriptionGrantsExpenses
ALLOCATIONS TO PARTICATING NON-PROFIT AGENCIES.$101,790$103,792
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHARI GILLESPIEPresident-$0--
MARIBETH WALDMANVice Preside-$0--
THERESA MCLAUGHLINBoard Member-$0--
JANET POHLTreasurer-$0--
FRANCINE DUNCANCo-Treasurer-$0--
CAROL KUSTERSecretary-$0--
RHONDA NELSONBoard Member-$0--
JEAN MALLICOATBoard Member-$0--
ABBY HOWIEBoard Member-$0--
JANET KRENGELBoard Member-$0--
PAULETTE NEWBOLDBoard Member-$0--
Filing and Contact Details

Filer

EIN
42-0725148
Phone
5154328985

Signing Officer

Name
Shari Gillepsie
Title
President
Phone
5154328985
Signed
2014-06-11
Discuss with paid preparer
Yes

Preparer

Preparer
James Henkel
Phone
5154328636
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Assault care center extending program services shelter & support (a.c.c.e.s.s.) po box 386 6,340 0 boone, ia 50036 0 boone county community services program services 1015 union street boone, ia 50036 10,500 0 0 boone county transportation service program services 328 snedden drive boone, ia 50036 16,750 0 0 genesis development program services 704 story street boone, ia 50036 5,500 0 0 red rock area community program services action program 606 greene street 6,000 0 boone, ia 50036 0 salvation army 509 benton street boone, ia 50036 9,000 0 0 youth & shelter services of program services boone county 105 s marshall street 7,800 0 boone, ia 50036 0

Form 990-ez, Part I, Line 16

Expenses advertising-campaign 945 campaign expense 2,402 office supplies 107 dues & subscriptions - m/ 125 miscellaneous 735 rent 44 postage 92 dues & subscriptions - p/ 1,267 non-investment depreciation 129 total 5,846

Form 990-ez, Part II, Line 24

Laptop computer 1,250 1,250 less accumulated depreciation 1,250 1,250 vostro 1510 laptop computer 646 646 less accumulated depreciation 452 581 total 194 65

Form 990-ez, Part III

The objective of the organization is to provide a means by which contributions can be made annually in pledges to charitable health and welfare organizations, to provide for the budgeting and allocation of funds derived from said gifts and pledges to tax exempt agencies in order to most efficiently meet the needs of the community and area.

Raw XML Appendix183 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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CompensationExplanation/CompensationExplanationGrp/PersonNm1MARIBETH WALDMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm2THERESA MCLAUGHLIN
CompensationExplanation/CompensationExplanationGrp/PersonNm3JANET POHL
CompensationExplanation/CompensationExplanationGrp/PersonNm4FRANCINE DUNCAN
CompensationExplanation/CompensationExplanationGrp/PersonNm5CAROL KUSTER
CompensationExplanation/CompensationExplanationGrp/PersonNm6RHONDA NELSON
CompensationExplanation/CompensationExplanationGrp/PersonNm7JEAN MALLICOAT
CompensationExplanation/CompensationExplanationGrp/PersonNm8ABBY HOWIE
CompensationExplanation/CompensationExplanationGrp/PersonNm9JANET KRENGEL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHARI GILLESPIE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THERESA MCLAUGHLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANET POHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4FRANCINE DUNCAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CAROL KUSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RHONDA NELSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JANET KRENGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10PAULETTE NEWBOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0194
IRS990EZ/OtherAssetsTotalDetail/EOYAmt065
IRS990EZ/OtherExpensesTotalAmt05846
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE OBJECTIVE OF THE ORGANIZATION IS TO PROVIDE A MEANS BY WHICH CONTRIBUTIONS CAN BE MADE ANNUALLY IN PLEDGES TO CHARITABLE HEALTH AND WELFARE ORGANIZATIONS, TO PROVIDE FOR THE BUDGETING AND ALLOCATION OF FUNDS DERIVED FROM SAID GIFTS AND PLEDGES TO TAX EXEMPT AGENCIES IN ORDER TO MOST EFFICIENTLY MEET THE NEEDS OF THE COMMUNITY AND AREA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ALLOCATIONS TO PARTICATING NON-PROFIT AGENCIES.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0107636
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IRS990EZ/TotalRevenueAmt0120383
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0116048
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0107021
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0114465
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0118480
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0575822
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0575
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0867
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0527
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0879
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0965
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03813
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99340
IRS990ScheduleA/PublicSupportPY170Pct00.99340
IRS990ScheduleA/PublicSupportTotal170Amt0575822
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0119808
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0107021
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0118480
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0575822
IRS990ScheduleA/TotalSupportAmt0579635
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ASSAULT CARE CENTER EXTENDING PROGRAM SERVICES SHELTER & SUPPORT (A.C.C.E.S.S.) PO BOX 386 6,340 0 BOONE, IA 50036 0 BOONE COUNTY COMMUNITY SERVICES PROGRAM SERVICES 1015 UNION STREET BOONE, IA 50036 10,500 0 0 BOONE COUNTY TRANSPORTATION SERVICE PROGRAM SERVICES 328 SNEDDEN DRIVE BOONE, IA 50036 16,750 0 0 GENESIS DEVELOPMENT PROGRAM SERVICES 704 STORY STREET BOONE, IA 50036 5,500 0 0 RED ROCK AREA COMMUNITY PROGRAM SERVICES ACTION PROGRAM 606 GREENE STREET 6,000 0 BOONE, IA 50036 0 SALVATION ARMY 509 BENTON STREET BOONE, IA 50036 9,000 0 0 YOUTH & SHELTER SERVICES OF PROGRAM SERVICES BOONE COUNTY 105 S MARSHALL STREET 7,800 0 BOONE, IA 50036 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING-CAMPAIGN 945 CAMPAIGN EXPENSE 2,402 OFFICE SUPPLIES 107 DUES & SUBSCRIPTIONS - M/ 125 MISCELLANEOUS 735 RENT 44 POSTAGE 92 DUES & SUBSCRIPTIONS - P/ 1,267 NON-INVESTMENT DEPRECIATION 129 TOTAL 5,846
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LAPTOP COMPUTER 1,250 1,250 LESS ACCUMULATED DEPRECIATION 1,250 1,250 VOSTRO 1510 LAPTOP COMPUTER 646 646 LESS ACCUMULATED DEPRECIATION 452 581 TOTAL 194 65
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE OBJECTIVE OF THE ORGANIZATION IS TO PROVIDE A MEANS BY WHICH CONTRIBUTIONS CAN BE MADE ANNUALLY IN PLEDGES TO CHARITABLE HEALTH AND WELFARE ORGANIZATIONS, TO PROVIDE FOR THE BUDGETING AND ALLOCATION OF FUNDS DERIVED FROM SAID GIFTS AND PLEDGES TO TAX EXEMPT AGENCIES IN ORDER TO MOST EFFICIENTLY MEET THE NEEDS OF THE COMMUNITY AND AREA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARI GILLEPSIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05154328985
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10UNITED WAY OF BOONE COUNTY IOWA INC
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0420725148
ReturnHeader/Filer/PhoneNum05154328985
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 511
ReturnHeader/Filer/USAddress/City0BOONE
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode050036
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421017239
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HENKEL & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10817 KEELER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BOONE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode050036
ReturnHeader/PreparerPersonGrp/PhoneNum05154328636
ReturnHeader/PreparerPersonGrp/PreparationDt02014-06-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES HENKEL
ReturnHeader/ReturnTs02014-06-19T15:29:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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