2026-07-30T13:45:06-05:00 2025-09-30 420731256 MERIWETHER WILSON AND COMPANY PLLC 4500 WESTOWN PARKWAY SUITE 140 WEST DES MOINES IA 502666717 990 2024-10-01 420982549 OPERATION THRESHOLD INC OPER 3192912065 PO BOX 4120 WATERLOO IA 507044120 BARBARA GRANT EXECUTIVE DIRECTOR 3192912065 2026-07-28 1 0 JONATHAN MAAHS P01536301 5152230002 2026-07-06 2024 2025-03-06 01:10:19Z BRIAN QUIRK PO BOX 4120 WATERLOO IA 507044120 12580869 0 X WWW.OPERATIONTHRESHOLD.ORG X 1964 IA COLLABORATE, EDUCATE AND PROVIDE SERVICES TO HELP MEET THE BASIC NEEDS OF PEOPLE & CREATE OPPORTUNITIES FOR SELF-SUFFICIENCY. 13 13 50 17 0 0 11928091 12166722 299189 317119 2648 3891 4827 93137 12234755 12580869 7981645 7978705 0 0 2553296 2616823 0 0 310160 1921805 1805997 12456746 12401525 -221991 179344 5440982 5705869 1065075 1152230 4375907 4553639 X OPERATION THRESHOLD WILL COLLABORATE, EDUCATE AND PROVIDE SERVICES TO HELP MEET THE BASIC NEEDS OF PEOPLE AND CREATE OPPORTUNITIES FOR SELF-SUFFICIENCY. 0 0 1272403 4652554 WOMEN, INFANTS, AND CHILDREN PROGRAM - PROVIDES NUTRITION, EDUCATION AND FOOD BENEFITS TO INCOME ELIGIBLE PREGNANT WOMEN, BREASTFEEDING MOTHERS AND CHILDREN UP TO AGE FIVE. IN FISCAL YEAR 2025 THE PROGRAM SERVED 5,079 PARTICIPANTS IN ITS FOUR COUNTY REGION. 2943424 1929763 LOW-INCOME HOME ENERGY ASSISTANCE PROGRAM - PROVIDES LOW-INCOME HOUSEHOLDS WITH A ONE TIME PER YEAR PAYMENT TO HELP DEFRAY THE COSTS TO HEAT THEIR HOMES IN THE WINTER. IN ADDITION, IT PROVIDES CRISIS ASSISTANCE TO PREVENT UTILITY DISCONNECTIONS, RECONNECT UTILITIES, AND REPAIR/REPLACE INOPERABLE FURNACES. IN FISCAL YEAR 2025, THE PROGRAM PROVIDED ASSISTANCE TO 4,306 HOUSEHOLDS IN OUR THREE COUNTY SERVICE AREA. 444896 814118 WEATHERIZATION PROGRAM - PROGRAM WORKS TO REDUCE HEATING AND COOLING COST FOR ELIGIBLE HOUSEHOLDS BY INSTALLING INSULATION, REPAIRING OR REPLACING FURNACES AND/OR WATER HEATERS, AND REPLACING REFRIGERATORS AND FREEZERS WHEN NECESSARY. IN FISCAL YEAR 2025, THE PROGRAM WEATHERIZED 49 HOMES, REPAIRED 44 FURNACES, REPLACED 29 FURNACES, REPAIRED 27 WATER HEATERS, REPLACED 26 WATER HEATERS AND CONDUCTED HEALTH AND SAFETY MEASURES ON 48 HOMES. 6590212 582270 317119 THE MATERNAL, INFANT, AND EARLY CHILDHOOD HOME VISITING PROGRAM (MIECHV) PROVIDES EVIDENCE-BASED HOME VISITATION SERVICES TO IMPROVE HEALTH AND DEVELOPMENTAL OUTCOMES FOR AT-RISK YOUNG CHILDREN, IMPROVES COORDINATION OF SERVICES FOR AT-RISK COMMUNITIES, AND IDENTIFIES AND PROVIDES COMPREHENSIVE SERVICES TO IMPROVE OUTCOMES FOR FAMILIES WHO RESIDE IN AT-RISK COMMUNITIES.FAMILY DEVELOPMENT AND SELF SUFFICIENCY - PROGRAM PROVIDES FAMILY DEVELOPMENT AND SELF SUFFICIENCY COUNSELING ASSISTANCE TO LOW-INCOME HOUSEHOLDS.OTHER PROGRAMS INCLUDED: VOLUNTEER PROGRAMS/ORGANIZATION OF VOLUNTEERS, PARENTS AS TEACHERS, NEST PROGRAMS, WEATHERIZATION PLUS/HOME REPAIR PROGRAM, GRUNDY COUNTY FOOD PANTRY, WIC BREASTFEEDING PEER COUNSELING, CRISIS/ASSISTANCE TO LOW-INCOME INDIVIDUALS IN NEED OF CRISIS ASSISTANCE 6590212 582270 317119 11250935 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 41 0 1 50 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X BARBARA A GRANT 3192912065 1535 LAFAYETTE ST WATERLOO IA 50703 BARBARA A GRANT EXECUTIVE DIRECTOR 40.00 X 91702 0 25819 BRIAN QUIRK CHAIRPERSON 0.60 X X 0 0 0 JOHN KURTZ VICE CHAIR 0.60 X X 0 0 0 BARBARA SMITH TREASURER 0.60 X X 0 0 0 KATIE BUSKER DIRECTOR 0.60 X 0 0 0 DEBRA HODGES HARMON DIRECTOR 0.60 X 0 0 0 JOYCE HUNTER DIRECTOR 0.60 X 0 0 0 MICHELLE KESTERSON DIRECTOR 0.60 X 0 0 0 TARA MAKEPEACE DIRECTOR 0.60 X 0 0 0 KARI REA DIRECTOR 0.60 X 0 0 0 KIM ROSS DIRECTOR 0.60 X 0 0 0 CHRIS SCHWARTZ DIRECTOR 0.60 X 0 0 0 BOB TYSON DIRECTOR 0.60 X 0 0 0 FAITH WHITE DIRECTOR 0.60 X 0 0 0 91702 0 25819 0 0 0 0 LUTHERAN SERVICES IN IOWA 3125 COTTAGE GROVE AVE DES MOINES IA 50311 EVIDENCED BASED HOME VISITATION 382154 SOUTH CONSTRUCTION & INSULATION 151 FORREST AVE DENVER IA 50622 INSULATING 260922 ALLEN COX CONSTRUCTION 212 MAIN ST ELBERON IA 52225 INSULATING 203831 POT'S PLUMBING & HEATING 513 5TH AVE ACKLEY IA 50601 PLUMBING, HEATING 135411 MANPOWER 21271 NETWORK PLACE CHICAGO IL 60673 TEMPORARY EMPLOYMENT SERVICES 118791 5 12008683 158039 4645384 12166722 LOW-INCOME HOUSING RENTAL 900099 317119 317119 317119 3891 3891 MISCELLANEOUS 900099 93137 93137 93137 12580869 317119 0 97028 7978705 7978705 116720 116720 1917217 1456210 322705 138302 175682 129683 32199 13800 267363 199912 47216 20235 139841 101385 26919 11537 120 84 36 35500 35500 680876 566147 80310 34419 248 174 74 296141 296141 33204 23552 6756 2896 153809 43286 77366 33157 141912 39442 71729 30741 SUPPLIES 144199 106074 26688 11437 COMPUTER EXPENSE 106513 91756 10330 4427 TELEPHONE 76007 65477 7371 3159 STAFF TRAINING 45056 36369 6081 2606 92412 81296 7782 3334 12401525 11250935 840430 310160 1239100 2116024 1088057 612689 56002 65926 124388 97096 6254704 3485258 2887135 2769446 46300 44688 5440982 5705869 279728 215312 28673 234123 476280 504830 82566 0 197828 197965 1065075 1152230 X 1540337 1736553 2835570 2817086 4375907 4553639 5440982 5705869 179344 -1612 0 X 0 1 X 1 1 1 X 12072753 15926673 13224827 11928091 12166722 65319066 12072753 15926673 13224827 11928091 12166722 65319066 65319066 126 522 2952 2648 3891 10139 3514 3594 6584 4827 93137 111656 65440861 1535776 0.99810 0.99950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1 73740 73740 5616068 2959674 2656394 564896 525584 39312 2769446 DUE TO FUNDING SOURCES 197965 197965 12566761 -1612 -1612 12568373 12496 12496 12580869 12389029 0 12389029 12496 12496 12401525 PART IV, LINE 2B: ESCROW FOR CUSTODIAL ACCOUNT LIABILITY CONSISTS OF SECURITY DEPOSITS RECEIVED FROM TENANTS AS PART OF THE ORGANIZATION'S RENTAL HOUSING PROGRAMS. PURSUANT TO STATE LAW, ANY INTEREST EARNED ON A RENTAL DEPOSIT AFTER THE FIRST FIVE YEARS OF A TENANCY IS THE PROPERTY OF THE TENANT. PART XI, LINE 4B - OTHER ADJUSTMENTS: OTHER NONCASH CONTRIBUTIONS 12,496. PART XII, LINE 4B - OTHER ADJUSTMENTS: OTHER NONCASH CONTRIBUTIONS 12,496. 1 WEATHERIZATION PROGRAM PROJECTS 49 814118 ACTUAL COST WX SERVICES, APPLIANCES, INSULATION, ETC. OTHER ASSISTANCE TO INDIVIDUALS 501 95808 ACTUAL COST FOOD, CLOTHING, SUPPLIES TENANT BASED RENTAL ASSISTANCE 13 12708 ACTUAL COST RENT ASSISTANCE WIC NONCASH FOOD VOUCHERS DISTRIBUTED 5079 19665 4632889 STATED VALUE NONCASH FOOD VOUCHER CRISIS & ENERGY ASSISTANCE 747 461258 ACTUAL COST ECIP & ADVANCE SUM FILL LOW INCOME HOME ENERGY ASSISTANCE 4306 1929763 ACTUAL COST ENERGY ASSISTANCE PART I, LINE 2: SUBSTANTIALLY ALL OF THE ORGANIZATION'S ASSISTANCE TO INDIVIDUALS IS MADE IN COMPLIANCE WITH TERMS OF WRITTEN GRANT AGREEMENTS BETWEEN THE ORGANIZATION AND FEDERAL, STATE OR LOCAL FUNDERS. THESE WRITTEN GRANT AGREEMENTS BETWEEN THE ORGANIZATION AND ITS FUNDERS SET FORTH THE ELIGIBILITY AND OTHER CRITERIA UNDER WHICH THE ORGANIZATION PROVIDES ASSISTANCE TO INDIVIDUALS, AND ALSO SET FORTH REQUIREMENTS FOR MONITORING THE USE OF ITS ALLOCATIONS TO INDIVIDUALS. MANAGEMENT OF THE ORGANIZATION MONITORS THE USE OF ITS ALLOCATIONS TO INDIVIDUALS BY COMPLYING WITH THE TERMS OF THESE WRITTEN AGREEMENTS, INCLUDING PARTICIPATING IN REQUIRED TRAININGS, DEVELOPING AND MAINTAINING AN APPROPRIATE INTERNAL CONTROL SYSTEM OVER ALLOCATIONS AND ELIGIBILITY, AND REQUIRING APPROPRIATE DOCUMENTATION FROM INDIVIDUALS TO SUPPORT ALLOCATIONS. IN ADDITION, OF THE AMOUNTS LISTED ABOVE, WIC FOOD VOUCHERS FOR DISTRIBUTION ARE ISSUED DIRECTLY FROM THE STATE OF IOWA TO QUALIFYING LOW-INCOME INDIVIDUALS AND MAY ONLY BE REDEEMED FOR ELIGIBLE FOOD ITEMS, ASSISTANCE UNDER THE LOW-INCOME HOME ENERGY ASSISTANCE PROGRAM IS SUBSTANTIALLY ALL PAID TO PARTICIPATING UTILITIES ON BEHALF OF ELIGIBLE INDIVIDUALS, ASSISTANCE UNDER THE WEATHERIZATION PROGRAM IS SUBSTANTIALLY ALL PAID TO THIRD-PARTY VENDORS WHOSE CONTRACTS WERE AWARDED ON THE BASIS OF A COMPETITIVE BIDDING PROCESS. PAYMENTS MADE ON BEHALF OF ELIGIBLE PARTICIPANTS FOR TENANT BASED RENTAL ASSISTANCE (TBRA) ARE MADE DIRECTLY TO LANDLORDS. PART III (B): NUMBER OF RECIPIENTS EXCEPT FOR WIC NONCASH FOOD VOUCHERS DISTRIBUTED, THE ORGANIZATION HAS REPORTED THE NUMBER OF RECIPIENTS RECEIVING GRANTS AND OTHER ASSISTANCE. FOR WIC NONCASH FOOD VOUCHERS DISTRIBUTED, HOWEVER, THE ORGANIZATION HAS REPORTED THE NUMBER OF WIC NONCASH FOOD VOUCHERS DISTRIBUTED DURING THE FISCAL YEAR. X 1667 STATED VALUE X 64 7230 STATED VALUE X WIC FOOD VOUCHERS DISTRIBUTED 5079 4632889 STATED VALUE X SCHOOL SUPPLIES 2 1800 STATED VALUE X TOYS 1 1799 STATED VALUE 0 0 0 PART I, COLUMN (B): LINE 25, "WIC FOOD VOUCHERS DISTRIBUTED", THE ORGANIZATION REPORTS NUMBER OF PARTICIPANTS. FOR ALL OTHER CONTRIBUTIONS, THE ORGANIZATION HAS PROVIDED THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 7A THREE COUNTY BOARDS OF SUPERVISORS AND TWO CITIES WITHIN THE ORGANIZATION'S SERVICE AREA MAY APPOINT REPRESENTATIVES TO THE ORGANIZATION'S BOARD OF DIRECTORS. LOW INCOME PEOPLE IN EACH OF THE THREE COUNTIES ELECT REPRESENTATVIES TO THE BOARD OF DIRECTORS. THESE BOARD MEMBERS HAVE THE SAME RIGHTS, RESPONSIBILITIES, AND AUTHORITIES AS OTHER MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B ACTING FISCAL DIRECTOR AND CPA FIRM COMPLETE THE FORM 990, EXECUTIVE DIRECTOR REVIEWS. WE EMAIL/MAIL COPY TO ALL MEMBERS OF THE BOARD OF DIRECTORS. WILL BE FORMALLY REVIEWED AT NEXT REGULAR MEETING OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ALL STAFF AND BOARD MEMBERS ARE COVERED UNDER THE PERSONNEL POLICIES AND/OR BYLAWS. THE EXECUTIVE DIRECTOR DETERMINES WHETHER CONFLICTS OF INTEREST EXIST WITH STAFF AND DIRECTS THE IMPLEMENTATION OF ANY RESTRICTIONS. BUSINESS DEALINGS INVOLVING BOARD MEMBERS, WHERE THE SELECTION IS SOLELY BASED UPON BIDS, AND THE BOARD MEMBER HAS NO ABILITY TO INFLUENCE THE DECISION-MAKING, THE EXECUTIVE DIRECTOR HANDLES. ALL OTHER POTENTIAL SITUATIONS REGARDING BOARD MEMBERS ARE HANDLED BY THE BOARD. BOARD MEMBERS MAY NOT PARTICIPATE IN DECISIONS WHERE THEY HAVE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS ANALYZES COMPENSATION DATA INCLUDING THE IOWA COMMUNITY ACTION ASSOCIATION WAGE AND BENEFIT SURVEY, LOCAL DATA, THE COST OF LIVING ADJUSTMENTS, AND MERIT INCREASES AUTHORIZED FOR ALL OTHER AGENCY STAFF WHEN MAKING A RECOMMENDATION TO THE FULL BOARD ON THE EXECUTIVE DIRECTOR'S COMPENSATION. THIS PROCESS IS COMPLETED ANNUALLY FOR THE EXECUTIVE DIRECTOR AND WAS LAST COMPLETED IN SEPTEMBER 2025. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST, AND ARE ALSO AVAILABLE FROM THE IOWA SECRETARY OF STATE. REQUESTS FOR OTHER INFORMATION ARE EVALUATED ON A CASE-BY-CASE BASIS.