TY 2015 Form 990

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(1) MICHAEL PUGH...................................................................... BOARD CHAIR	2.00 .................	X	X
(2) GARY BARTA...................................................................... VICE CHAIR	2.00 .................	X	X
(3) KEN KATES...................................................................... IO CHAIR/TRE	2.00 .................	X	X
(4) MARK NOLTE...................................................................... COM. INVEST.	2.00 .................	X	X
(5) BEN CLARK...................................................................... RESOURCE DEV	2.00 .................	X	X
(6) PATRICIA HEIDEN...................................................................... STRAT. PLAN.	2.00 .................	X	X
(7) GABE AGUIRRE...................................................................... BOARD MEMBER	1.50 .................	X
(8) GEORGINA DODGE...................................................................... BOARD MEMBER	1.50 .................	X
(9) SUE EVANS...................................................................... BOARD MEMBER	1.50 .................	X
(10) KELLY HAYWORTH...................................................................... BOARD MEMBER	1.50 .................	X
(11) ROBYN HEPKER...................................................................... BOARD MEMBER	1.50 .................	X
(12) LASHONDA KENNEDY...................................................................... BOARD MEMBER	1.50 .................	X
(13) TOM MARKUS RESIGNED 216...................................................................... BOARD MEMBER	1.50 .................	X
(14) LYNETTE MARSHALL...................................................................... BOARD MEMBER	1.50 .................	X
(15) ED RABER...................................................................... BOARD MEMBER	1.50 .................	X
(16) CAMI RASMUSSEN...................................................................... BOARD MEMBER	1.50 .................	X
(17) RYAN SCHLABAUGH...................................................................... BOARD MEMBER	1.50 .................	X

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

Name of the organization

UNITED WAY OF JOHNSON & WASHINGTON
COUNTIES INC

Employer identification number

42-6062055

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ))

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 11a through 11d that describes the type of supporting organization and complete lines 11e, 11f, and 11g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ..............

Provide the following information about the supported organization(s).

(i)Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i)Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2015

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) ....	1,869,473	1,964,959	2,396,056	2,601,944	2,346,940	11,179,372
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	1,869,473	1,964,959	2,396,056	2,601,944	2,346,940	11,179,372
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..						504,339
6	Public support. Subtract line 5 from line 4.						10,675,033

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
7	Amounts from line 4..	1,869,473	1,964,959	2,396,056	2,601,944	2,346,940	11,179,372
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	9,142	12,174	12,357	8,855	9,844	52,372
9	Net income from unrelated business activities, whether or not the business is regularly carried on..				9,075	18,437	27,512
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..		2,405				2,405
11	Total support. Add lines 7 through 10.						11,261,661

Gross receipts from related activities, etc. (see instructions) ..................

63,104

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2015 (line 6, column (f) divided by line 11, column (f)) .........

94.790 %

Public support percentage for 2014 Schedule A, Part II, line 14 ...............

94.690 %

16a

33 1/3% support test—2015. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2014. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2015. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2014. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2015

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3	Gross receipts from activities that are not an unrelated trade or business under section 513...
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge..
6	Total. Add lines 1 through 5.
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons...
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2015 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2014 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2015 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2014 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2015. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2014. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2015

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2015

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2015

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2015

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2015 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2015	(iii) Distributable Amount for 2015
1 Distributable amount for 2015 from Section C, line 6
2 Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions)
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......
e From 2014.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2015 distributable amount
i Carryover from 2010 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2015 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2015 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions)
6 Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions)
7 Excess distributions carryover to 2016. Add lines 3j and 4c.
8 Breakdown of line 7:
a
b
c Excess from 2013.......
d From 2014.......
e From 2015.......

Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
PART II, LINE 10	2,405

Schedule A (Form 990 or 990-EZ) 2015

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Name of the organization

UNITED WAY OF JOHNSON & WASHINGTON
COUNTIES INC

Employer identification number

42-6062055

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2

Name of organization UNITED WAY OF JOHNSON & WASHINGTON COUNTIES INC

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Page 3

Name of organization UNITED WAY OF JOHNSON & WASHINGTON COUNTIES INC		Employer identification number 42-6062055

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Page 4


Name of organization UNITED WAY OF JOHNSON & WASHINGTON COUNTIES INC			Employer identification number 42-6062055
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No.from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No.from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No.from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No.from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization

UNITED WAY OF JOHNSON & WASHINGTON
COUNTIES INC

Employer identification number

42-6062055

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

			(a) Donor advised funds	(b) Funds and other accounts

1	Total number at end of year ....
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ....

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ...........

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ............................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2015

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........

Part V

Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	(c)Two years back	(d)Three years back	(e)Four years back

1a	Beginning of year balance ....	479,094	468,167	398,151	359,621	336,762
b	Contributions ...	15,275	21,690	21,790	11,190	10,890
c	Net investment earnings, gains, and losses	-10,486	37,410	54,355	32,660	16,815
d	Grants or scholarships ...	23,811	42,023
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....	6,657	6,150	6,129	5,320	4,846
g	End of year balance ......	453,415	479,094	468,167	398,151	359,621

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

100.000 %

Permanent endowment SchDMd Bullet

Temporarily restricted endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations .................

3a(i)

Yes

(ii) related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land ...
b	Buildings
c	Leasehold improvements	4,008	3,985	23
d	Equipment ...	115,318	105,793	9,525
e	Other ...
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				9,548

Schedule D (Form 990) 2015

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b)Book value	(c)Method of valuation: Cost or end-of-year market value
(1)Financial derivatives
(2)Closely-held equity interests
(3)Other (A) BENEFICIAL INTEREST IN COMM. F	453,415	F
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	453,415

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2015

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	2,163,070
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b	36,815
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d	-16,155
e	Add lines 2a through 2d .....................			2e	20,660
3	Subtract line 2e from line 1..................			3	2,142,410
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b	295,636
c	Add lines 4a and 4b....................			4c	295,636
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	2,438,046

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	1,919,191
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a	36,815
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d	2,196
e	Add lines 2a through 2d....................			2e	39,011
3	Subtract line 2e from line 1...................			3	1,880,180
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b	295,636
c	Add lines 4a and 4b.....................			4c	295,636
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	2,175,816

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
SCHEDULE D, PAGE 2, PART V, LINE 4	BOARD DESIGNATED ENDOWMENT FUNDS TOTALING 453,415 ARE HELD FOR LONG-TERM INVESTMENT PURPOSES THAT MAY PROVIDE SUPPLEMENTAL FUTURE FUNDING FOR PROGRAMS. PRUDENT SPENDING DISTRIBUTIONS ARE PERMITTED.
SCHEDULE D, PAGE 3, PART X	UNITED WAY IS EXEMPT FROM INCOME TAXES UNDER PROVISIONS OF SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE. AS SUCH, UNITED WAY IS TAXED ONLY ON ITS UNRELATED BUSINESS INCOME. MANAGEMENT HAS DETERMINED UNITED WAY DID NOT RECEIVE ANY SIGNIFICANT UNRELATED BUSINESS INCOME FOR THE YEARS ENDED MARCH 31, 2016 AND 2015. WHEN TAX RETURNS ARE FILED, IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD ULTIMATELY BE SUSTAINED. THE BENEFIT OF A TAX POSITON IS RECOGNIZED IN THE FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED UPON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. UNITED WAY HAD NO UNRECOGNIZED TAX BENEFITS AS OF AND FOR THE YEARS ENDED MARCH 31, 2016 AND 2015. WITH FEW EXCEPTIONS, THE UNITED WAY IS NO LONGER SUBJECT TO EXAMINATIONS BY FEDERAL OR STATE AUTHORITIES FOR YEARS ENDING BEFORE MARCH 31, 2013.
SCHEDULE D, PAGE 4, PART XI, LINE 2D	FUNDRAISING & GAMING EXPENSE 2,196 CHANGE IN BENEF. INT. IN ASSETS -18,351
SCHEDULE D, PAGE 4, PART XI, LINE 4B	DONOR DESIGNATIONS PAID TO OTHERS 295,636
SCHEDULE D, PAGE 4, PART XII, LINE 2D	FUNDRAISING & GAMING EXPENSE 2,196
SCHEDULE D, PAGE 4, PART XII, LINE 4B	DONOR DESIGNATIONS PAID TO OTHERS 295,636

Schedule D (Form 990) 2015

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G (Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Information about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization
UNITED WAY OF JOHNSON & WASHINGTON
COUNTIES INC

Employer identification number

42-6062055

Part I

Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

YesNo

If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990 or 990-EZ) 2015

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 POWER OF THE PU (event type)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	21,618	21,618
2	Less: Contributions . . . .	4,000	4,000
3	Gross income (line 1 minus line 2) . . . . . .	17,618	17,618

4	Cash prizes . . . . .
5	Noncash prizes . . . .
6	Rent/facility costs . . . .	375	375
7	Food and beverages . . .	177	177
8	Entertainment . . . .
9	Other direct expenses . . .	1,624	1,624
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .		2,176
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .		15,442

Part III

Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .	1,624	1,624

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990 or 990-EZ) 2015

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).

Return Reference	Explanation

Schedule G (Form 990 or 990-EZ) 2015

Additional Data

Software ID:
Software Version:

- TIN:

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

Name of the organization
UNITED WAY OF JOHNSON & WASHINGTON
COUNTIES INC

Employer identification number
42-6062055

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section if applicable	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of non-cash assistance	(h) Purpose of grant or assistance

(1) 4CS COM COORDINATED CHILD CARE 1500 SYCAMORE ST IOWA CITY,IA52240	23-7351124	501C3	32,203	ALLOC. & DESIGNATION
(2) ABBE MENTAL HEALTH CENTER 1039 ARTHUR ST IOWA CITY,IA52241	42-1045257	501C3	31,469	ALLOC. & DESIGNATION
(3) THE ARC OF SOUTHEAST IOWA 2620 MUSCATINE AVE IOWA CITY,IA52240	42-0933140	501C3	32,481	ALLOC. & DESIGNATION
(4) BIG BROTHERSISTERS OF JOHNSON CNTY 3109 OLD HWY 218 SOUTH IOWA CITY,IA52246	42-6021441	501C3	68,872	ALLOC. & DESIGNATION
(5) THE CRISIS CENTER OF JOHNSON CNTY 1121 GILBERT CT IOWA CITY,IA52240	42-0955992	501C3	122,767	ALLOC. & DESIGNATION
(6) DVIP 1105 S GILBERT CT SUITE 300 IOWA CITY,IA52240	42-1124902	501C3	77,295	ALLOC. & DESIGNATION
(7) ELDER SERVICES INC 1556 SOUTH FIRST AVE SUITE A IOWA CITY,IA52240	42-1146533	501C3	51,144	ALLOC. & DESIGNATION
(8) FOUR OAKS IOWA CITY 1916 WATERFRONT DR IOWA CITY,IA52240	42-0998726	501C3	14,891	ALLOC. & DESIGNATON
(9) FREE LUNCH PROGRAM 1105 S GILBERT CT SUITE 100 IOWA CITY,IA52240	26-4722790	501C3	16,988	ALLOC. & DESIGNATION
(10) GERIATRIC & SPECIAL NEEDS DEN PRO UNIVERSITY OF IOWA S334 DSB IOWA CITY,IA52242	42-6004813	GOV	10,381	ALLOC. & DESIGNATION
(11) GIRL SCOUTS OF EAST IA & WEST IL 317 SEVENTH AVE SE SUITE 201 CEDAR RAPIDS,IA52401	42-1008848	501C3	10,994	ALLOC. & DESIGNATION
(12) GOODWILL OF THE HEARTLAND 1410 S FIRST AVE IOWA CITY,IA52240	42-0923563	501C3	25,352	ALLOC. & DESIGNATION
(13) HACAP - IOWA CITY 2007 WATERFRONT DR IOWA CITY,IA52240	42-0898405	501C3	20,421	ALLOC. & DESIGNATION
(14) HANDICARE INC 2220 9TH ST CORALVILLE,IA52241	42-1193531	501C3	31,798	ALLOC. & DESIGNATION
(15) HEALTHY KIDS SCHOOL-BASED CLINICS 1725 N DUBUQUE ST IOWA CITY,IA52245	42-6023567	501C3	58,200	ALLOC. & DESIGNATION
(16) THE HOUSING FELLOWSHIP 322 EAST SECOND ST IOWA CITY,IA52240	42-1362432	501C3	21,902	ALLOC. & DESIGNATION
(17) IOWA CITY FREE MED & DEN CLINIC 2440 TOWNCREST DR IOWA CITY,IA52240	42-0960955	501C3	112,429	ALLOC. & DESIGNATION
(18) IOWA LEGAL AID 1700 SOUTH FIRST AVE SUITE 10 IOWA CITY,IA52240	42-1079227	501C3	36,173	ALLOC. & DESIGNATION
(19) IOWA VALLEY HABITAT FOR HUMANITY 2401 SCOTT BLVD SE IOWA CITY,IA52240	42-1410210	501C3	19,113	ALLOC. & DESIGNATION
(20) JOAN BUXTON SCHOOL CHILDREN'S AID 1725 N DUBUQUE ST IOWA CITY,IA52245	42-6023567	501C3	12,017	ALLOC. & DESIGNATION
(21) NATIONAL ALLIANCE ON MENTAL ILLNESS 1105 S GILBERT CT SUITE 200 IOWA CITY,IA52240	42-1310908	501C3	9,149	ALLOC. & DESIGNATION
(22) NEIGHBORHOOD CENTER OF JOHNSON CNTY PO BOX 2491 IOWA CITY,IA52244	42-1060964	501C3	118,651	ALLOC. & DESIGNATION
(23) NORTH LIBERTY COMMUNITY PANTRY 89 NORTH JONES BLVD NORTH LIBERTY,IA52317	42-1233284	501C3	30,221	ALLOC. & DESIGNATON
(24) PATHWAYS ADULT DAY HEALTH CENTER 817 PEPPERWOOD LANE IOWA CITY,IA52240	42-1457018	501C3	29,393	ALLOC. & DESIGNATION
(25) PRELUDE BEHAVIORAL SERVICES 430 SOUTHGATE AVE IOWA CITY,IA52240	42-0946031	501C3	41,129	ALLOC. & DESIGNATION
(26) RVAP 332 S LINN ST SUITE 100 IOWA CITY,IA52240	42-6004813	501C3	27,339	ALLOC. & DESIGNATION
(27) SHELTER HOUSE 429 SOUTHGATE AVE IOWA CITY,IA52240	42-1231451	501C3	82,996	ALLOC. & DESIGNATION
(28) TABLE TO TABLE 20 E MARKET ST IOWA CITY,IA52245	42-1457219	501C3	43,349	ALLOC. & DESIGNATION
(29) UNITED ACTION FOR YOUTH 1700 S FIRST AVE SUITE 14 IOWA CITY,IA52240	42-0954860	501C3	73,659	ALLOC. & DESIGNATION
(30) VISITING NURSE ASSOCIATION 1524 SYCAMORE ST IOWA CITY,IA52240	42-0703760	501C3	64,030	ALLOC. & DESIGNATION

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2015

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of non-cash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of non-cash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.

Return Reference

Explanation

SCHEDULE I, PAGE 1, PART I, LINE 2

ALLOCATIONS: ORGANIZATIONS RECEIVING DISCRETIONARY FUNDING FROM UNITED WAY OF JOHNSON & WASHINGTON COUNTIES (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) NONPROFIT ORGANIZATION - ARE REQUIRED TO PROVIDE UNITED WAY WITH QUARTERLY PROGESS REPORTS THAT SHOW HOW THE FUNDING HAS BEEN UTILIZED TO DATE AND THAT THE RESULTS ACHIEVED AGAINST MISSION. - ARE REQUIRED TO PROVIDE UNITED WAY 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.

SCHEDULE I, PAGE 4, PART IV

DONOR DESIGNATIONS: ORGANIZATIONS RECEIVING DONOR DESIGNATED CONTRIBUTIONS THROUGH UNITED WAY UNDERGO SCREENING PRIOR TO DISTRIBUTION OF FUNDING. SUCH SCREENING INCLUDES VERIFICATION OF CURRENT STATUS AS AN IRS CODE SECTION 501(C)3 NONPROFIT ORGANIZATION, CHURCH OR GOVERNMENT ENTITY. BY CASHING THE CHECK FOR DONOR DESIGNATIONS, THE ORGANIZATION IS STIPULATING COMPLIANCE WITH THE PROVISIONS OF THE PATRIOT ACT.

Schedule I (Form 990) 2015

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Information about Schedule M (Form 990) and its instructions is at www.irs.gov/form990

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization

UNITED WAY OF JOHNSON & WASHINGTON
COUNTIES INC

Employer identification number

42-6062055

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	13	47,842	FAIR VALUE
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( SPECIAL EVENT )	X	1	34,504	FAIR VALUE
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that

it must hold for at least three years from the date of the initial contribution, and which is not required to be used

for exempt purposes for the entire holding period? ..................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

Yes

If "Yes," describe in Part II.

If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2015)

Page 2

Part II

Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation
SCHEDULE M, PAGE 1, 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.

Schedule M (Form 990) (2015)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

Name of the organization

UNITED WAY OF JOHNSON & WASHINGTON
COUNTIES INC

Employer identification number

42-6062055

Return Reference	Explanation
FORM 990, PAGE 2, PART III, LINE 4A	PARTNER AGENCY FUNDING: MISSION INVESTMENT FUNDING FOR 31 PARTNER AGENCIES TO SUPPORT THE CURRENT 2020 VISION GOALS FOR THE COMMON GOOD INCLUDING: 1) EDUCATION - IMPROVING SUCCESS FOR CHILDREN AND YOUTH BY DECREASING THE PREPARATION GAPS BY 1/3, SO MORE KIDS ENTER KINDERGARTEN READY TO LEARN; ARE READING PROFICIENTLY BY 4TH GRADE; GRADUATE FROM HIGH SCHOOL; AND ARE PREPARED FOR A 2 OR 4 YEAR POST-HIGH SCHOOL EDUCATION OR JOB TRAINING PROGRAM. 2) INCOME - INCREASING BY 20% HOUSEHOLDS IN JOHNSON & WASHINGTON COUNTIES THAT ARE FINANCIALLY STABLE. 3) HEALTH - INCREASE BY 1/3 THE NUMBER OF CHILDREN AND ADULTS WHO ARE HEALTHY AND AVOIDING RISK BEHAVIOR.
FORM 990, PAGE 2, PART III, LINE 4B	DONOR DESIGNATED FUNDS: CONTRIBUTORS TO UNITED WAY MAY DESIGNATE ALL OR A PORTION OF THEIR CONTRIBUTIONS TO UNITED WAY AGENCIES OR TO NONAFFILIATED 501C3 ORGANIZATIONS, CHURCHES OR GOVERNMENTAL AGENCIES. UNITED WAY DISTRIBUTES THE FUNDS TO THE DESIGNATED ORGANIZATIONS IN APRIL AND OCTOBER OF EACH YEAR. CONTRIBUTORS MAY ALSO DESIGNATE FUNDS TO SUPPORT SPECIAL INITIATIVES INCLUDING: SUMMERSHIPS INITIATIVE -- SUMMERSHIPS IS A JOINT PROJECT OF UNITED WAY OF JOHNSON & WASHINGTON COUNTIES AND THE COMMUNITY FOUNDATION OF JOHNSON COUNTY. A SUMMERSHIPS ENDOWMENT FUND WAS STARTED WITH PROCEEDS FROM THE SALE OF THE 2014 HERKY ON PARADE STATUES AND CONTRIBUTIONS FROM THE COMMUNITY. SUMMERSHIPS WILL PROVIDE CAMP SCHOLARSHIPS FOR UP TO 250 EACH FOR 84 KIDS ON FREE AND REDUCED LUNCH WHO OTHERWISE COULD NOT AFFORD TO GO TO CAMP.
FORM 990, PAGE 2, PART III, LINE 4C	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 CONDUCTS A COMMUNITY ASSESSMENT EVERY FIVE YEARS, AND CONVENES A CROSS-SECTOR VISIONING AND GOAL SETTING PROCESS. THE 2015 COMMUNITY ASSESSMENT PROJECT HAS BEEN COMPLETED TO PROVIDE THE MOST CURRENT DATA AVAILABLE FOR THE COMMUNITY TO MEASURE PROGRESS AND ALLOW COMMUNITY LEADERS, LOCAL GOVERNMENTS, BUSINESSES, NONPROFITS AND FAITH COMMUNITIES TO PRIORITIZE AND WORK TOGETHER TO ADDRESS COMMUNITY CHALLENGES IN JOHNSON COUNTY AND TO SET A BASELINE FOR WASHINGTON COUNTY. UWJWC CONTRACTS WITH THE IOWA POLICY PROJECT TO COLLECT, ANALYZE AND COMPARE ACCURATE COMMUNITY, STATEWIDE AND NATIONAL DATA IN A RELIABLE AND UNBIASED 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 TO ADDRESS PRESSING CHALLENGES, SUPPORT NONPROFITS, PREPARE AND RESPOND TO DISASTERS AND STRENGTHEN THE QUALITY OF LIFE IN JOHNSON AND WASHINGTON COUNTIES. THE VOLUNTEER CENTER IS THE RESOURCE DEVOTED TO INCREASING VOLUNTEERISM, ENGAGEMENT AND SERVICE - TO BUILD A 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, AS WELL AS BY CONNECTING INDIVIDUALS TO NONPROFIT ORGANIZATIONS, THE UNITED WAY VOLUNTEER CENTER HELPS PEOPLE TAKE ACTION. HEALTHY KIDS INITIATIVE: HEALTHY KIDS COMMUNITY CARE WAS DEVELOPED TO REDUCE BARRIERS TO LEARNING BY IMPROVING ACCESS TO HEALTH CARE. SERVICES IN THE CLINIC INCLUDE: WELL-CHILD PHYSICAL EXAMINATIONS, IMMUNIZATIONS, TREATMENT OF ILLNESS, X-RAYS, LABORATORY TESTS, PRESCRIPTIONS FOR MEDICATIONS, HEALTH EDUCATION, MANAGEMENT OF CHRONIC MEDICAL CONDITIONS, AND REFERRALS TO MENTAL HEALTH PROVIDERS, DENTAL CARE AND MEDICAL SPECIALISTS (WITH FREE OR REDUCED RATES NEGOTIATED BY CLINIC STAFF). ADDITIONALLY, CLINIC STAFF PROVIDE ASSISTANCE FOR FAMILIES APPLYING FOR TITLE XIX (MEDICAID) OR THE HAWK-I CHILDREN'S HEALTH INSURANCE PROGRAM. GET MOVING FOR HEALTHY KIDS 5K WALK & RUN IS AN ANNUAL COMMUNITY FITNESS ACTIVITY FOR KIDS AND ADULTS TO SUPPORT THE HEALTHY KIDS SCHOOL-BASED HEALTH CLINICS. MONEY SMART JOHNSON COUNTY INITIATIVE: FINANCIAL EDUCATION AND LITERACY AIMS TO INCREASE "THE ABILITY TO MAKE INFORMED JUDGMENTS AND TO MAKE EFFECTIVE DECISIONS REGARDING THE USE AND MANAGEMENT OF MONEY." FINANCIAL ILLITERACY CAN COMPOUND PROBLEMS. WITHOUT THE BASIC KNOWLEDGE OF MONEY CONCEPTS AND AN UNDERSTANDING OF FINANCIAL OPTIONS, PEOPLE ARE LIKELY TO PAY MORE THAN THEY HAVE TO FOR FINANCIAL SERVICES, FALL INTO DEBT, DAMAGE THEIR CREDIT RECORDS, OR EVEN DECLARE BANKRUPTCY. THE "UNBANKED- OR "UNDERBANKED" RELY ON HIGH-COST ALTERNATIVES OF CHECK CASHING SERVICES AND PAWN SHOPS. POOR FINANCIAL CHOICES HARM BOTH INDIVIDUALS AND OUR COMMUNITY. IN PARTNERSHIP WITH MIDWESTONE BANK, THE UNITED WAY OF JOHNSON & WASHINGTON COUNTIES COMPLETED THE FIRST FOUR MONEY SMART PROGRAM CLASSES TO PROVIDE THE FOUNDATION FOR FINANCIAL LITERACY TO LOW-TO-MODERATE INCOME INDIVIDUALS AND FAMILIES IN THE COMMUNITY. THE BASIC FOUNDATION CLASSES ARE BASIC BANKING TERMS, BASIC CHECKING, SAVINGS MONEY MANAGEMENT AND FINANCIAL GOAL-SETTING. THE CLASSES ARE PROVIDED IN A 5-WEEK TIME PERIOD. MIDWESTONE WILL PROVIDED THE CLASS INSTRUCTORS AND MATERIALS FOR PARTICIPANTS. CLASSES HAVE BEEN AVAILABLE IN TWO JOHNSON COUNTY LOCATIONS, NORTH LIBERTY AND DOWNTOWN IOWA CITY. EACH ELIGIBLE HOUSEHOLD (200% OR BELOW FEDERAL POVERTY GUIDELINES) WHO COMPLETES ALL 5 CLASSES OF THE MONEY SMART BASIC PROGRAM WAS ELIGIBLE TO RECEIVE A 500 INCENTIVE TO OPEN A CHECKING OR SAVINGS ACCOUNT AT THE FINANCIAL INSTITUTION OF THEIR CHOICE AND ENTER THE FINANCIAL MAINSTREAM. IF THE HOUSEHOLD ALREADY HAS AN ACCOUNT, IT WAS DEPOSITED INTO THEIR SAVINGS. PRE AND POST EVALUATIONS WILL BE USED TO COLLECT DATA AND OUTCOMES. JOHNSON COUNTY OUT-OF-SCHOOL TIME INITIATIVE: A COALITION OF PARTNERS IN JOHNSON COUNTY HAS CREATED A COUNTY-WIDE VISION FOR OUT-OF-SCHOOL TIME. COORDINATED BY THE UNITED WAY OF JOHNSON & WASHINGTON COUNTIES, THE JOHNSON COUNTY OUT-OF-SCHOOL TIME (OST) INITIATIVE INCLUDES BEFORE, AFTER SCHOOL AND WEEKEND PROGRAMS; SUMMER LEARNING OPPORTUNITIES; SERVICE LEARNING; MENTORING AND INTERNSHIPS. THE FOCUS OF THE INITIATIVE IS ON FORMAL AND STRUCTURED OPPORTUNITIES FOR SCHOOL-AGED YOUTH THAT CAN COMPLEMENT THE REGULAR SCHOOL DAY AND THE PROVIDERS INCLUDE SCHOOLS, COMMUNITY AND FAITH- BASED GROUPS, YOUTH-SERVING ORGANIZATIONS, CULTURAL INSTITUTIONS, AND CITY/STATE AGENCIES. A GROWING BODY OF RESEARCH LINKS SUSTAINED PARTICIPATION IN QUALITY OUT-OF-SCHOOL TIME PROGRAMS TO POSITIVE DEVELOPMENT AND ACADEMIC SUCCESS. PARTNERS: ACT, PEARSON, CITY OF IOWA CITY, CITY OF CORALVILLE, CITY OF NORTH LIBERTY, JOHNSON COUNTY, IOWA CITY SCHOOL DISTRICT, CLEAR CREEK AMANA SCHOOL DISTRICT, SOLON SCHOOL DISTRICT, REGINA SCHOOLS, BIG BROTHERS BIG SISTERS, NEIGHBORHOOD CENTERS OF JOHNSON COUNTY, UNITED ACTION FOR YOUTH, UNITED WAY, IOWA STATE EXTENSION, JOHNSON COUNTY EMPOWERMENT, UNIVERSITY OF IOWA, JUVENILE COURT SERVICES. DISASTER SERVICES: INCLUDES COORDINATION OF THE COMMUNITY ORGANIZATIONS ACTIVE IN DISASTER COALITION (COAD), WITH SUBCOMMITTEES FOR LONG TERM RECOVERY COMMITTEE, VOLUNTEER MANAGEMENT, DONATIONS MANAGEMENT AND NEEDS ASSESSMENT/FUNDING AND RESOURCE ALLOCATION; EMERGENCY VOLUNTEER CENTER DISASTER PREPARATION AND DISASTER CALL CENTER COORDINATION; PLANNING WITH JOHNSON COUNTY EMERGENCY MANAGEMENT AND THE EMERGENCY OPERATIONS CENTER. THE EMERGENCY VOLUNTEER CENTER (EVC) PROVIDES A SPECIFIC LOCATION WHERE DISASTER VOLUNTEERS CAN EFFICIENTLY AND EFFECTIVELY BE DEPLOYED. THE EVC IS STAFFED BY SKILLED, TRAINED VOLUNTEERS CAPABLE OF SCREENING, INTERVIEWING AND REFERRING PROSPECTIVE VOLUNTEERS IN A PROFESSIONAL MANNER. IN LARGER DISASTERS, THE EVC IS MOBILIZED AS A "WALK IN CENTER". IN SMALLER DISASTERS, THE EVC OPERATES AS A PHONE BANK. WHETHER IT'S A LARGE OR SMALL SCALE DISASTER THERE ARE MANY SPONTANEOUS VOLUNTEERS WHO BRING A WIDE RANGE OF SKILLS AND EFFORT TO ASSIST OUR COMMUNITY. THE DISASTER CALL CENTER, WHEN ACTIVATED BY JOHNSON COUNTY EMERGENCY MANAGEMENT, IS STAFFED BY UNITED WAY STAFF AND VOLUNTEERS AND IS THE RESOURCE FOR EVERYONE IN THE COMMUNITY TO CALL TO SEEK DISASTER-RELATED INFORMATION AND REQUEST VOLUNTEER ASSISTANCE FOR DISASTER-RELATED NEEDS. THE CALL CENTER FREES UP MUNICIPAL STAFF SO THAT THEY CAN CONCENTRATE ON EMERGENCY DISASTER-RELATED WORK AND PROTECTION OF PUBLIC SERVICES AND WORKS. 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 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: A STATEWIDE ORGANIZATION OF LOCAL UNITED WAYS, WHICH FOCUSES ON SHARING RESOURCES AND INFORMATION, ACHIEVING EFFICIENCIES IN OPERATIONS AND FOLLOWING BEST PRACTICES IN DRIVING COMMUNITY IMPACT AND RESOURCE DEVELOPMENT. UNITED WAYS OF IOWA BRINGS ITS COLLECTIVE VOICE TO PUBLIC POLICY ADVOCACY AT THE STATE AND FEDERAL LEVEL ON ISSUES RELATED TO EDUCATION, INCLUDING EARLY CHILDHOOD EDUCATION, ACCESS TO CHILD CARE, K-12 EDUCATION AND HIGHER EDUCATION; INCOME, INCLUDING POVERTY, HOUSING, INCOME SUPPORTS, WORKFORCE TRAINING AND ECONOMIC STABILITY; AND HEALTH, INCLUDING ACCESS TO HEALTH CARE AND PREVENTIVE SERVICES, SUPPORT FOR AGING SERVICES AND SERVICES FOR PERSONS WITH MENTAL HEALTH OR DEVELOPMENT DISABILITIES. PUBLIC POLICY/ADVOCACY FOR EDUCATION, FINANCIAL STABILITY AND HEALTH ISSUES NONPROFIT BOARD LEADERSHIP TRAINING STUDENT ENGAGEMENT (STUDENT UNITED WAY AND 10,000 HOURS SHOW)
FORM 990, PAGE 6, PART VI, LINE 11B	THE OUTSIDE TAX PREPARER REVIEWS A DRAFT OF THE FORM 990 WITH MANAGEMENT AND THE INTERNAL OPERATIONS 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, PAGE 6, PART VI, 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 NOTIFICATION OF ANY STATUS CHANGES (E.G. BOARD APPOINTMENTS, VENDOR AGREEMENTS, ETC.). ORGANIZATIONS THAT RECEIVE FUNDING FROM UNITED WAY OF JOHNSON & WASHINGTON COUNTIES 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 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 UNITED WAY OF JOHNSON & WASHINGTON COUNTIES POLICIES AND NONPROFIT STANDARDS OF CONDUCT.
FORM 990, PAGE 6, PART VI, LINE 15A	COMPENSATION OF THE CEO INCLUDES REVIEW AND RECOMMENDATIONS FROM THE ORGANIZATION'S INTERNAL OPERATIONS COMMITTEE INCLUDING COMPARABLE DATA FROM UNITED WAY WORLDWIDE FOR SIMILARLY SIZED UNITED WAYS, THE CEO'S PERFORMANCE AND YEARS OF RELEVANT EDUCATION AND WORK EXPERIENCE, ALONG WITH MARKET ANALYSIS FOR WORK OF SIMILAR COMPLEXITY AND RESPONSIBILITY. THE CEO SALARY IS REVIEWED BY THE ORGANIZATION'S EXECUTIVE COMMITTEE, AND THE ANNUAL OPERATIONS BUDGET (FOR FUNDRAISING, ADMINISTRATION AND PROGRAM) ARE APPROVED BY THE BOARD OF DIRECTORS AND DOCUMENTED IN THE BOARD MINUTES.
FORM 990, PAGE 6, PART VI, LINE 19	AVAILABLE AT THE UNITED WAY OF JOHNSON & WASHINGTON COUNTIES OFFICE UPON REQUEST.
FORM 990, PART XI, LINE 9	FUNDRAISING & GAMING EXPENSE 2,196 CHANGE IN BENEF. INT. IN ASSETS -18,351 DONOR DESIGNATIONS PAID TO OTHERS -295,636 FUNDRAISING & GAMING EXPENSE -2,196 DONOR DESIGNATIONS PAID TO OTHERS 295,636 TOTAL -18,351

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2015

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO IMPROVE LIVES BY UNITING THE CARING POWER OF COMMUNITY IN JOHNSON AND WASHINGTON COUNTIES.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	18
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	18
5	Total number of individuals employed in calendar year 2015 (Part V, line 2a) ......	5	10
6	Total number of volunteers (estimate if necessary) .............	6	1,527
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	2,601,944	2,346,940
9	Program service revenue (Part VIII, line 2g) .........	67,478	63,104
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	8,814	9,565
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	49,128	18,437
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	2,727,364	2,438,046
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	1,986,357	1,497,112
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	405,397	445,354
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 211,344
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	234,384	233,350
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	2,626,138	2,175,816
19	Revenue less expenses. Subtract line 18 from line 12.......	101,226	262,230
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	3,069,152	3,215,170
21	Total liabilities (Part X, line 26).............	1,908,294	1,810,433
22	Net assets or fund balances. Subtract line 21 from line 20.....	1,160,858	1,404,737

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,495,397 including grants of $ 1,201,476 ) (Revenue $ )
	PARTNER AGENCY ALLOCATIONS - SEE SCHEDULE O PARTNER AGENCY FUNDING: MISSION INVESTMENT FUNDING FOR 31 PARTNER AGENCIES TO SUPPORT THE CURRENT 2020 VISION GOALS FOR THE COMMON GOOD INCLUDING: 1) EDUCATION - IMPROVING SUCCESS FOR CHILDREN AND YOUTH BY DECREASING THE PREPARATION GAPS BY 1/3, SO MORE KIDS ENTER KINDERGARTEN READY TO LEARN; ARE READING PROFICIENTLY BY 4TH GRADE; GRADUATE FROM HIGH SCHOOL; AND ARE PREPARED FOR A 2 OR 4 YEAR POST-HIGH SCHOOL EDUCATION OR JOB TRAINING PROGRAM. 2) INCOME - INCREASING BY 20% HOUSEHOLDS IN JOHNSON & WASHINGTON COUNTIES THAT ARE FINANCIALLY STABLE. 3) HEALTH - INCREASE BY 1/3 THE NUMBER OF CHILDREN AND ADULTS WHO ARE HEALTHY AND AVOIDING RISK BEHAVIOR.

4b	(Code: ) (Expenses $ 295,636 including grants of $ 295,636 ) (Revenue $ 63,104 )
	DONOR DESIGNATIONS - SEE SCHEDULE O DONOR DESIGNATED FUNDS: CONTRIBUTORS TO UNITED WAY MAY DESIGNATE ALL OR A PORTION OF THEIR CONTRIBUTIONS TO UNITED WAY AGENCIES OR TO NONAFFILIATED 501C3 ORGANIZATIONS, CHURCHES OR GOVERNMENTAL AGENCIES. UNITED WAY DISTRIBUTES THE FUNDS TO THE DESIGNATED ORGANIZATIONS IN APRIL AND OCTOBER OF EACH YEAR. CONTRIBUTORS MAY ALSO DESIGNATE FUNDS TO SUPPORT SPECIAL INITIATIVES INCLUDING: SUMMERSHIPS INITIATIVE -- SUMMERSHIPS IS A JOINT PROJECT OF UNITED WAY OF JOHNSON & WASHINGTON COUNTIES AND THE COMMUNITY FOUNDATION OF JOHNSON COUNTY. A SUMMERSHIPS ENDOWMENT FUND WAS STARTED WITH PROCEEDS FROM THE SALE OF THE 2014 HERKY ON PARADE STATUES AND CONTRIBUTIONS FROM THE COMMUNITY. SUMMERSHIPS WILL PROVIDE CAMP SCHOLARSHIPS FOR UP TO 250 EACH FOR 84 KIDS ON FREE AND REDUCED LUNCH WHO OTHERWISE COULD NOT AFFORD TO GO TO CAMP.

4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	OTHER PROGRAM SERVICES - SEE SCHEDULE O 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 CONDUCTS A COMMUNITY ASSESSMENT EVERY FIVE YEARS, AND CONVENES A CROSS-SECTOR VISIONING AND GOAL SETTING PROCESS. THE 2015 COMMUNITY ASSESSMENT PROJECT HAS BEEN COMPLETED TO PROVIDE THE MOST CURRENT DATA AVAILABLE FOR THE COMMUNITY TO MEASURE PROGRESS AND ALLOW COMMUNITY LEADERS, LOCAL GOVERNMENTS, BUSINESSES, NONPROFITS AND FAITH COMMUNITIES TO PRIORITIZE AND WORK TOGETHER TO ADDRESS COMMUNITY CHALLENGES IN JOHNSON COUNTY AND TO SET A BASELINE FOR WASHINGTON COUNTY. UWJWC CONTRACTS WITH THE IOWA POLICY PROJECT TO COLLECT, ANALYZE AND COMPARE ACCURATE COMMUNITY, STATEWIDE AND NATIONAL DATA IN A RELIABLE AND UNBIASED 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 TO ADDRESS PRESSING CHALLENGES, SUPPORT NONPROFITS, PREPARE AND RESPOND TO DISASTERS AND STRENGTHEN THE QUALITY OF LIFE IN JOHNSON AND WASHINGTON COUNTIES. THE VOLUNTEER CENTER IS THE RESOURCE DEVOTED TO INCREASING VOLUNTEERISM, ENGAGEMENT AND SERVICE - TO BUILD A 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, AS WELL AS BY CONNECTING INDIVIDUALS TO NONPROFIT ORGANIZATIONS, THE UNITED WAY VOLUNTEER CENTER HELPS PEOPLE TAKE ACTION. HEALTHY KIDS INITIATIVE: HEALTHY KIDS COMMUNITY CARE WAS DEVELOPED TO REDUCE BARRIERS TO LEARNING BY IMPROVING ACCESS TO HEALTH CARE. SERVICES IN THE CLINIC INCLUDE: WELL-CHILD PHYSICAL EXAMINATIONS, IMMUNIZATIONS, TREATMENT OF ILLNESS, X-RAYS, LABORATORY TESTS, PRESCRIPTIONS FOR MEDICATIONS, HEALTH EDUCATION, MANAGEMENT OF CHRONIC MEDICAL CONDITIONS, AND REFERRALS TO MENTAL HEALTH PROVIDERS, DENTAL CARE AND MEDICAL SPECIALISTS (WITH FREE OR REDUCED RATES NEGOTIATED BY CLINIC STAFF). ADDITIONALLY, CLINIC STAFF PROVIDE ASSISTANCE FOR FAMILIES APPLYING FOR TITLE XIX (MEDICAID) OR THE HAWK-I CHILDREN'S HEALTH INSURANCE PROGRAM. GET MOVING FOR HEALTHY KIDS 5K WALK & RUN IS AN ANNUAL COMMUNITY FITNESS ACTIVITY FOR KIDS AND ADULTS TO SUPPORT THE HEALTHY KIDS SCHOOL-BASED HEALTH CLINICS. MONEY SMART JOHNSON COUNTY INITIATIVE: FINANCIAL EDUCATION AND LITERACY AIMS TO INCREASE "THE ABILITY TO MAKE INFORMED JUDGMENTS AND TO MAKE EFFECTIVE DECISIONS REGARDING THE USE AND MANAGEMENT OF MONEY." FINANCIAL ILLITERACY CAN COMPOUND PROBLEMS. WITHOUT THE BASIC KNOWLEDGE OF MONEY CONCEPTS AND AN UNDERSTANDING OF FINANCIAL OPTIONS, PEOPLE ARE LIKELY TO PAY MORE THAN THEY HAVE TO FOR FINANCIAL SERVICES, FALL INTO DEBT, DAMAGE THEIR CREDIT RECORDS, OR EVEN DECLARE BANKRUPTCY. THE "UNBANKED- OR "UNDERBANKED" RELY ON HIGH-COST ALTERNATIVES OF CHECK CASHING SERVICES AND PAWN SHOPS. POOR FINANCIAL CHOICES HARM BOTH INDIVIDUALS AND OUR COMMUNITY. IN PARTNERSHIP WITH MIDWESTONE BANK, THE UNITED WAY OF JOHNSON & WASHINGTON COUNTIES COMPLETED THE FIRST FOUR MONEY SMART PROGRAM CLASSES TO PROVIDE THE FOUNDATION FOR FINANCIAL LITERACY TO LOW-TO-MODERATE INCOME INDIVIDUALS AND FAMILIES IN THE COMMUNITY. THE BASIC FOUNDATION CLASSES ARE BASIC BANKING TERMS, BASIC CHECKING, SAVINGS MONEY MANAGEMENT AND FINANCIAL GOAL-SETTING. THE CLASSES ARE PROVIDED IN A 5-WEEK TIME PERIOD. MIDWESTONE WILL PROVIDED THE CLASS INSTRUCTORS AND MATERIALS FOR PARTICIPANTS. CLASSES HAVE BEEN AVAILABLE IN TWO JOHNSON COUNTY LOCATIONS, NORTH LIBERTY AND DOWNTOWN IOWA CITY. EACH ELIGIBLE HOUSEHOLD (200% OR BELOW FEDERAL POVERTY GUIDELINES) WHO COMPLETES ALL 5 CLASSES OF THE MONEY SMART BASIC PROGRAM WAS ELIGIBLE TO RECEIVE A 500 INCENTIVE TO OPEN A CHECKING OR SAVINGS ACCOUNT AT THE FINANCIAL INSTITUTION OF THEIR CHOICE AND ENTER THE FINANCIAL MAINSTREAM. IF THE HOUSEHOLD ALREADY HAS AN ACCOUNT, IT WAS DEPOSITED INTO THEIR SAVINGS. PRE AND POST EVALUATIONS WILL BE USED TO COLLECT DATA AND OUTCOMES. JOHNSON COUNTY OUT-OF-SCHOOL TIME INITIATIVE: A COALITION OF PARTNERS IN JOHNSON COUNTY HAS CREATED A COUNTY-WIDE VISION FOR OUT-OF-SCHOOL TIME. COORDINATED BY THE UNITED WAY OF JOHNSON & WASHINGTON COUNTIES, THE JOHNSON COUNTY OUT-OF-SCHOOL TIME (OST) INITIATIVE INCLUDES BEFORE, AFTER SCHOOL AND WEEKEND PROGRAMS; SUMMER LEARNING OPPORTUNITIES; SERVICE LEARNING; MENTORING AND INTERNSHIPS. THE FOCUS OF THE INITIATIVE IS ON FORMAL AND STRUCTURED OPPORTUNITIES FOR SCHOOL-AGED YOUTH THAT CAN COMPLEMENT THE REGULAR SCHOOL DAY AND THE PROVIDERS INCLUDE SCHOOLS, COMMUNITY AND FAITH- BASED GROUPS, YOUTH-SERVING ORGANIZATIONS, CULTURAL INSTITUTIONS, AND CITY/STATE AGENCIES. A GROWING BODY OF RESEARCH LINKS SUSTAINED PARTICIPATION IN QUALITY OUT-OF-SCHOOL TIME PROGRAMS TO POSITIVE DEVELOPMENT AND ACADEMIC SUCCESS. PARTNERS: ACT, PEARSON, CITY OF IOWA CITY, CITY OF CORALVILLE, CITY OF NORTH LIBERTY, JOHNSON COUNTY, IOWA CITY SCHOOL DISTRICT, CLEAR CREEK AMANA SCHOOL DISTRICT, SOLON SCHOOL DISTRICT, REGINA SCHOOLS, BIG BROTHERS BIG SISTERS, NEIGHBORHOOD CENTERS OF JOHNSON COUNTY, UNITED ACTION FOR YOUTH, UNITED WAY, IOWA STATE EXTENSION, JOHNSON COUNTY EMPOWERMENT, UNIVERSITY OF IOWA, JUVENILE COURT SERVICES. DISASTER SERVICES: INCLUDES COORDINATION OF THE COMMUNITY ORGANIZATIONS ACTIVE IN DISASTER COALITION (COAD), WITH SUBCOMMITTEES FOR LONG TERM RECOVERY COMMITTEE, VOLUNTEER MANAGEMENT, DONATIONS MANAGEMENT AND NEEDS ASSESSMENT/FUNDING AND RESOURCE ALLOCATION; EMERGENCY VOLUNTEER CENTER DISASTER PREPARATION AND DISASTER CALL CENTER COORDINATION; PLANNING WITH JOHNSON COUNTY EMERGENCY MANAGEMENT AND THE EMERGENCY OPERATIONS CENTER. THE EMERGENCY VOLUNTEER CENTER (EVC) PROVIDES A SPECIFIC LOCATION WHERE DISASTER VOLUNTEERS CAN EFFICIENTLY AND EFFECTIVELY BE DEPLOYED. THE EVC IS STAFFED BY SKILLED, TRAINED VOLUNTEERS CAPABLE OF SCREENING, INTERVIEWING AND REFERRING PROSPECTIVE VOLUNTEERS IN A PROFESSIONAL MANNER. IN LARGER DISASTERS, THE EVC IS MOBILIZED AS A "WALK IN CENTER". IN SMALLER DISASTERS, THE EVC OPERATES AS A PHONE BANK. WHETHER IT'S A LARGE OR SMALL SCALE DISASTER THERE ARE MANY SPONTANEOUS VOLUNTEERS WHO BRING A WIDE RANGE OF SKILLS AND EFFORT TO ASSIST OUR COMMUNITY. THE DISASTER CALL CENTER, WHEN ACTIVATED BY JOHNSON COUNTY EMERGENCY MANAGEMENT, IS STAFFED BY UNITED WAY STAFF AND VOLUNTEERS AND IS THE RESOURCE FOR EVERYONE IN THE COMMUNITY TO CALL TO SEEK DISASTER-RELATED INFORMATION AND REQUEST VOLUNTEER ASSISTANCE FOR DISASTER-RELATED NEEDS. THE CALL CENTER FREES UP MUNICIPAL STAFF SO THAT THEY CAN CONCENTRATE ON EMERGENCY DISASTER-RELATED WORK AND PROTECTION OF PUBLIC SERVICES AND WORKS. 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 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: A STATEWIDE ORGANIZATION OF LOCAL UNITED WAYS, WHICH FOCUSES ON SHARING RESOURCES AND INFORMATION, ACHIEVING EFFICIENCIES IN OPERATIONS AND FOLLOWING BEST PRACTICES IN DRIVING COMMUNITY IMPACT AND RESOURCE DEVELOPMENT. UNITED WAYS OF IOWA BRINGS ITS COLLECTIVE VOICE TO PUBLIC POLICY ADVOCACY AT THE STATE AND FEDERAL LEVEL ON ISSUES RELATED TO EDUCATION, INCLUDING EARLY CHILDHOOD EDUCATION, ACCESS TO CHILD CARE, K-12 EDUCATION AND HIGHER EDUCATION; INCOME, INCLUDING POVERTY, HOUSING, INCOME SUPPORTS, WORKFORCE TRAINING AND ECONOMIC STABILITY; AND HEALTH, INCLUDING ACCESS TO HEALTH CARE AND PREVENTIVE SERVICES, SUPPORT FOR AGING SERVICES AND SERVICES FOR PERSONS WITH MENTAL HEALTH OR DEVELOPMENT DISABILITIES. PUBLIC POLICY/ADVOCACY FOR EDUCATION, FINANCIAL STABILITY AND HEALTH ISSUES NONPROFIT BOARD LEADERSHIP TRAINING STUDENT ENGAGEMENT (STUDENT UNITED WAY AND 10,000 HOURS SHOW)

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses1,791,033

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(18) DOUG TRUE RESIGNED 815........................................................................ BOARD MEMBER	1.50 .......................	X		0	0	0
(19) EADIE FAWCETT-WEAVER........................................................................ BOARD MEMBER	1.50 .......................	X		0	0	0
(20) JON WHITMORE RESIGNED 1015........................................................................ BOARD MEMBER	1.50 .......................	X		0	0	0
(21) JON WEIH........................................................................ BOARD MEMBER	1.50 .......................	X		0	0	0
(22) GLEN WINEKAUF RESIGNED 316........................................................................ BOARD MEMBER	1.50 .......................	X		0	0	0
(23) TERESA ANDERSON........................................................................ DIRECTOR OF	40.00 .......................		X	60,505	0	12,645
(24) CATHERINE KNIGHT........................................................................ PRESIDENT &	40.00 .......................		X	53,572	0	8,056
(25) MARY WESTBROOK........................................................................ INT. PRES/CE	40.00 .......................		X	27,720	0	0

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	141,797	20,701

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c	4,000
d	Related organizations		1d
e	Government grants (contributions)		1e	6,690

f	All other contributions, gifts, grants, and similar amounts not included above		1f	2,336,250

g	Noncash contributions included in lines 1a-1f:$ 82,346
h Total.Add lines 1a-1f.......		2,346,940

			Business Code
2a	DONOR DESIGNATION FEES	900099	63,104	63,104
b
c
d
e
f	All other program service revenue.
g Total.Add lines 2a–2f.....			63,104

3 Investment income (including dividends, interest, and othersimilar amounts) ..........			9,844			9,844
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents
b	Less: rental expenses
c	Rental income or (loss)
d	Net rental income or (loss)......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		31,523
b	Less: cost or other basis and sales expenses		31,802
c	Gain or (loss)		-279
d	Net gain or (loss).....			-279			-279
8a	Gross income from fundraising events (not including $ 4,000of contributions reported on line 1c). See Part IV, line 18 ....
	a		17,618
b	Less: direct expenses ...b		2,176
c	Net income or (loss) from fundraising events..			15,442			15,442
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a		3,015
b	Less: direct expenses ...b		20
c	Net income or (loss) from gaming activities..			2,995			2,995
10a	Gross sales of inventory, less returns and allowances ..
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See Instructions......			2,438,046	63,104		28,002

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21	1,497,112	1,497,112
2	Grants and other assistance to individuals in the United States. See Part IV, line 22
3	Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16
4	Benefits paid to or for members
5	Compensation of current officers, directors, trustees, and key employees ....	175,526	78,636	50,728	46,162
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....
7	Other salaries and wages	211,379	94,698	61,089	55,592
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......	31,087	13,927	8,984	8,176
10	Payroll taxes ...........	27,362	12,258	7,908	7,196
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	17,020	7,625	4,919	4,476
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	6,657		6,657
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	5,375			5,375
12	Advertising and promotion ....	1,250	560	361	329
13	Office expenses .......	10,065	4,510	2,908	2,647
14	Information technology ......	27,120	14,291	3,050	9,779
15	Royalties ..
16	Occupancy ...........	34,378	15,402	9,936	9,040
17	Travel ............	5,982	4,363	432	1,187
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	919	412	265	242
20	Interest ...........
21	Payments to affiliates .......	27,896	12,497	8,062	7,337
22	Depreciation, depletion, and amortization ..	4,864	2,179	1,406	1,279
23	Insurance ...	5,450	2,442	1,575	1,433
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	OTHER PROMOTIONAL EVENTS	35,305			35,305
b	COMMUNITY ASSESSMENT	16,266	16,266
c	CAMPAIGN SUPPLIES	15,362	1,714	1,106	12,542
d	TRAINING & DEVELOPMENT	5,599	4,199	1,400
e	All other expenses	13,842	7,942	2,653	3,247
25	Total functional expenses. Add lines 1 through 24e	2,175,816	1,791,033	173,439	211,344
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........				1
2	Savings and temporary cash investments .........			1,513,061	2	1,571,488
3	Pledges and grants receivable, net ......			1,059,853	3	1,177,735
4	Accounts receivable, net .............				4
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
					6
7	Notes and loans receivable, net ....				7
8	Inventories for sale or use ........				8
9	Prepaid expenses and deferred charges ......			2,732	9	2,984
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	119,326
b	Less: accumulated depreciation	10b	109,778	14,412	10c	9,548
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....			479,094	12	453,415
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........				15
16	Total assets. Add lines 1 through 15 (must equal line 34)...			3,069,152	16	3,215,170

17	Accounts payable and accrued expenses .....	37,335	17	41,827
18	Grants payable ...	1,870,959	18	1,768,606
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..		22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	1,908,294	26	1,810,433

	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets	442,093	27	745,788
28	Temporarily restricted net assets ...........	718,765	28	658,949
29	Permanently restricted net assets		29
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds .....		30
31	Paid-in or capital surplus, or land, building or equipment fund ...		31
32	Retained earnings, endowment, accumulated income, or other funds		32
33	Total net assets or fund balances ...........	1,160,858	33	1,404,737
34	Total liabilities and net assets/fund balances ........	3,069,152	34	3,215,170