Civic Intelligence

Appanoose County United Way

EIN 42-1086754 • 501(c)3 • Centerville, IA

Profile

Fund-raising for community organizations

PO Box 833Centerville, IA 52544

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

31st percentile

-9.8%

Higher net margin than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

44th percentile

-5.9%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

55th percentile

1.9%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$34,238

Down $2,157 (-5.9%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$34,238

Down $2,157 (-5.9%) from 2020

Revenue

Up

$22,021

Up $419 (+1.9%) from 2020

Expenses

Down

$24,177

Down $8,943 (-27%) from 2020

Net Income

Up

-$2,156

Up $9,362 (+81%) from 2020

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $39,963Liabilities 2011: $02011Assets 2012: $64,007Liabilities 2012: $02012Assets 2013: $58,569Net Assets 2013: $58,5692013Assets 2014: $35,993Net Assets 2014: $35,9932014Assets 2015: $397,108Liabilities 2015: $0Net Assets 2015: $397,1082015Assets 2016: $381,056Liabilities 2016: $0Net Assets 2016: $381,0562016Assets 2017: $66,359Liabilities 2017: $0Net Assets 2017: $66,3592017Assets 2018: $60,697Liabilities 2018: $0Net Assets 2018: $60,6972018Assets 2019: $47,910Net Assets 2019: $47,9102019Assets 2020: $36,395Net Assets 2020: $36,3952020Assets 2021: $34,238Net Assets 2021: $34,2382021

Highlighted filing

2021

Assets$34,238
Liabilities-
Net Assets$34,238

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200K-$400KRevenue 2011: $33,718Expenses 2011: $48,742Net Income 2011: -$15,0242011Revenue 2012: $73,238Expenses 2012: $49,194Net Income 2012: $24,0442012Revenue 2013: $42,554Expenses 2013: $47,992Net Income 2013: -$5,4382013Revenue 2014: $34,179Expenses 2014: $56,755Net Income 2014: -$22,5762014Revenue 2015: $410,690Expenses 2015: $49,575Net Income 2015: $361,1152015Revenue 2016: $48,656Expenses 2016: $64,708Net Income 2016: -$16,0522016Revenue 2017: $22,015Expenses 2017: $336,712Net Income 2017: -$314,6972017Revenue 2018: $35,673Expenses 2018: $41,335Net Income 2018: -$5,6622018Revenue 2019: $23,067Expenses 2019: $35,854Net Income 2019: -$12,7872019Revenue 2020: $21,602Expenses 2020: $33,120Net Income 2020: -$11,5182020Revenue 2021: $22,021Expenses 2021: $24,177Net Income 2021: -$2,1562021

Highlighted filing

2021

Revenue$22,021
Expenses$24,177
Net Income-$2,156

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 4, 2022
Return Version
2021v4.0
Gross Receipts
$22,021
Mission and Program Overview

Mission

Fund-raising for community organizations

Program Services

DescriptionGrantsExpenses
THE APPANOOSE COUNTY UNITED WAY PROVIDES SUPPORT TO NON-PROFIT ORGANIZATIONS (SEE LIST ATTACHED). IN ADDITION TO GRANTS, EXPENSES ARE INCURRED IN ALLOCATION, PLANNING, CAMPAIGN AND COMMUNITY RELATIONS. 22 ORGANIZATIONS SERVED IN 2021.$21,000$23,250
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BECKY EVERSPresident-$0--
TERESA EGGERMANSecretary-$0--
JERRY KIRKPATRICKTreasurer-$0--
LORA KELLEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Appanoose County United Way
EIN
42-1086754
Phone
6414374296
Address
PO BOX 833, CENTERVILLE, IA 52544

Signing Officer

Name
Becky Evers
Title
President
Phone
6414371626
Signed
2022-08-04
Discuss with paid preparer
Yes

Preparer

Firm
Tdt Cpas and Advisors Pc
Address
101 W VAN BUREN ST, CENTERVILLE, IA 52544
Preparer
Mark R Lechtenberg CPA
Phone
6414374296
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses postage and shipping 100 bank charges 112 dues and subscriptions 2,250 total 2,462

Form 990-ez, Part III, Line 28

The appanoose county united way provides support to non-profit organizations (see list attached). In addition to grants, expenses are incurred in allocation, planning, campaign and community relations. 22 organizations served in 2021.

Raw XML Appendix126 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JERRY KIRKPATRICK
IRS990EZ/BooksInCareOfDetail/PhoneNum06414374296
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 WEST VAN BUREN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CENTERVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd052544
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036394
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034238
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt022021
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2156
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0715
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036394
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034238
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021000
IRS990EZ/GrossReceiptsAmt022021
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036394
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034238
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036394
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034238
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BECKY EVERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TERESA EGGERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JERRY KIRKPATRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LORA KELLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02462
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUND-RAISING FOR COMMUNITY ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE APPANOOSE COUNTY UNITED WAY PROVIDES SUPPORT TO NON-PROFIT ORGANIZATIONS (SEE LIST ATTACHED). IN ADDITION TO GRANTS, EXPENSES ARE INCURRED IN ALLOCATION, PLANNING, CAMPAIGN AND COMMUNITY RELATIONS. 22 ORGANIZATIONS SERVED IN 2021.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt021000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023250
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024177
IRS990EZ/TotalProgramServiceExpensesAmt023250
IRS990EZ/TotalRevenueAmt022021
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt022021
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt021602
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt023067
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt035673
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt022015
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0124378
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89050
IRS990ScheduleA/PublicSupportPY170Pct00.33150
IRS990ScheduleA/PublicSupportTotal170Amt0110759
IRS990ScheduleA/SubstantialContributorsTotAmt013619
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt022021
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt021602
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt023067
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt035673
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt022015
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0124378
IRS990ScheduleA/TotalSupportAmt0124378
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES POSTAGE AND SHIPPING 100 BANK CHARGES 112 DUES AND SUBSCRIPTIONS 2,250 TOTAL 2,462
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE APPANOOSE COUNTY UNITED WAY PROVIDES SUPPORT TO NON-PROFIT ORGANIZATIONS (SEE LIST ATTACHED). IN ADDITION TO GRANTS, EXPENSES ARE INCURRED IN ALLOCATION, PLANNING, CAMPAIGN AND COMMUNITY RELATIONS. 22 ORGANIZATIONS SERVED IN 2021.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0BECKY EVERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06414371626
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APPANOOSE COUNTY UNITED WAY
ReturnHeader/Filer/BusinessNameControlTxt0APPA
ReturnHeader/Filer/EIN0421086754
ReturnHeader/Filer/PhoneNum06414374296
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 833
ReturnHeader/Filer/USAddress/CityNm0CENTERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052544
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421029744
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TDT CPAS AND ADVISORS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 W VAN BUREN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CENTERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052544
ReturnHeader/PreparerPersonGrp/PhoneNum06414374296
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK R LECHTENBERG CPA
ReturnHeader/ReturnTs02022-08-04T15:49:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BECKY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EVERS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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