Author: cvanbuskirk

Updated 2024 W-4 form

Due to the enactment of Senate File 565 being passed by the Iowa Legislature in 2023, the Iowa withholding tables and the IA W-4 were revised, effective January 1, 2024. The Iowa Department of Revenue (IDR) is encouraging all employees to fill out the new IA W-4. Some important things to note:

• You are allowed to complete the new form electronically, but you will need to print, sign and scan/send to payroll@centralriversaea.org.
• Please complete the form as soon as possible and return it to payroll no later than January 10.
• The main difference to note between the new forms is that the old form was numbers and the new form requires dollar amounts.
• If you had an additional dollar amount removed from your previous W-4 and you want that amount to carry over, you must fill out and submit a new W-4 to have that dollar amount removed from your pay stub. *This amount does not carry over from the old form. This is on “line 7” on the new W-4 form.
• Compare your January check to your December check to see if the change is reasonable. (i.e. – if you’re used to $400 coming out but only $200 came out, tax tables may have changed slightly for 2024, so you will want to compare to know where to make your adjustments.)
• You can change this form at any point during 2024.
• Line 1, 3, and 5’s instructions on the second page help walk you through what dollar amounts* you will use to figure out your allowances.

*A reminder that we cannot provide tax advice, so any questions should be directed to your tax preparer or an outside tax expert.

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Who can I contact in the business office with questions?

While we begin our new partnership with Mississippi Bend AEA and their CFO, Jennifer Coombes,  a reminder that our HR/Business office teams are here to help you! For generic business office inquiries, reach out to Pam Morrissey. If Pam is out of the office, then Jennifer can be contacted by email. Visit the Business Office/HR page on our staff website or check out the details below.

Business Office related questions should be directed to the following:

• Payroll – Shane Wolf
• A/P – Angie Sorenson
• Benefits – Kevin Klobassa

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Robin Billerbeck – HR Specialist

• WebLink Resources
• Leaves (FMLA – Long term)
• Work Year Calendar

Kevin Klobassa – Benefits Specialist

• Insurance
• Health Savings Accounts
• Retirement (403b/IPERS)
• Work Injuries & Workers Compensation

Shirley Horak – HR Coordinator

• Human Resource Issues
• Board Policy
• School Messenger

Karl Kurt – Assistant Chief Administrator/ Director of HR

• Covid-19 Resources
• Emergency Procedures
• Employee Assistance Program (EAP)
• Employee Grievance

Pam Morrissey – Accounting Manager

• Grants and Budgets
• Agency Credit Cards

Angie Sorenson – Accounts Payable Specialist

• Expense Reimbursements
• Payment of Invoices
• Adding Vendors

Shane Wolf – Payroll Specialist

• Payroll
• Timeclock
• W-4 or Tax Withholding Changes
• Direct Deposit Changes

Over the past several months the AEA system has continued to engage with the Governor and legislators in conversations about the AEA system in advance of the start of the legislative session. 

The legislative session will gavel in on Monday, January 8, and the Governor will hold her Condition of the State speech at 6 pm on Tuesday, January 9. Based on our conversations with the Governor, state legislators and key Capitol staff, we anticipate that Governor Reynolds will be requesting additional review of and potential legislative changes to our statewide organization during her speech Tuesday evening.

As you can imagine, public interest and media coverage of our system will be amplified over the next several months. Our goal during this time of increased scrutiny and publicity will be to maintain honest and transparent conversations with all of you, and to address questions and concerns with data and confirmed information in a timely manner.  

Please know that we continue to work with legislators to help them understand the complexities of Iowa’s AEA and the great value that is provided by our staff and system. We have been pleased to hear positive support about our system’s work from many state leaders, and we continue to actively collaborate with those who may benefit from learning more about the strengths of our system. We have heard from many of them about the emails and letters they have received from our staff, our district partners, and our parents and guardians who work with many of you, and we appreciate the groundswell of support we’ve seen from everyone who engaged in this outreach. This work will continue through the legislative session.

Keep providing the support and services that we know are valued among our stakeholders: we’ll be in touch with more information as soon as possible.

Congratulations to the January Central Rivers AEA staff who were nominated for a Difference Maker Award by our LEA partners (school administrators, superintendents, principals, teachers, etc.) For our January nominees, here is what our LEA partners that nominated you had to say:

Kara Shannon, Consultant for School Improvement

“Kara, Janelle, Joe, Jessie and Kim were awesome coaches and presenters at the “Data Day” at the Marshalltown AEA office! They are full of knowledge and support – second to none! Their constant support helps our district out a great deal and we are beyond thankful to have these AEA staff members serving the needs of our East Marshall District!” -East Marshall CSD administrator

Janelle Pirkl, Consultant for School Improvement

“Janelle, Kara, Joe, Jessie and Kim were awesome coaches and presenters at the “Data Day” at the Marshalltown AEA office! They are full of knowledge and support – second to none! Their constant support helps our district out a great deal and we are beyond thankful to have these AEA staff members serving the needs of our East Marshall District!” -East Marshall CSD administrator

Joe Kremer, Consultant for School Improvement

“Joe, Kara, Janelle, Jessie and Kim were awesome coaches and presenters at the “Data Day” at the Marshalltown AEA office! They are full of knowledge and support – second to none! Their constant support helps our district out a great deal and we are beyond thankful to have these AEA staff members serving the needs of our East Marshall District!” -East Marshall CSD administrator

Kim Hurley, Consultant for School Improvement

“Kim, Kara, Janelle, Joe and Jessie were awesome coaches and presenters at the “Data Day” at the Marshalltown AEA office! They are full of knowledge and support – second to none! Their constant support helps our district out a great deal and we are beyond thankful to have these AEA staff members serving the needs of our East Marshall District!” -East Marshall CSD administrator

Jessie Blohm, Consultant for Early Childhood

“Jessie, Kara, Janelle, Joe and Kim were awesome coaches and presenters at the “Data Day” at the Marshalltown AEA office! They are full of knowledge and support – second to none! Their constant support helps our district out a great deal and we are beyond thankful to have these AEA staff members serving the needs of our East Marshall District!” -East Marshall CSD administrator

Sarah Holden, School Social Worker

“Sarah has provided extensive support to new teachers in various ways. She has offered her assistance in observation, lesson planning, IEP support and one-on-one sessions with teachers. Sarah dedicated countless hours to support us during a time when we were short-staffed. We are so thankful for her!” -Grinnell Middle School administrator

Emily Hagebock, School Psychologist

“Emily is very dedicated to the well-being of the students and is always there for all staff that need her. She listens to students and staff without judgment and is always so caring. We are lucky to have her!” -South Hardin High School paraeducator

Plan now to join Chief Administrator, Joel Pedersen, for coffee with the chief on Friday, February 9! This is a great opportunity to hear virtual updates on agency events, current trends in K-12 education and have any questions or concerns you have answered. All of the meetings will be held via Zoom and on Fridays, starting at 8 am. So, grab a cup of coffee or your favorite morning beverage and join us! The next meeting will be held on April 12.

Zoom details:

• https://centralriversaea.zoom.us/j/87609674396
• Meeting ID: 876 0967 4396
• One tap mobile +16469313860,,87609674396# US

Need support? Contact the Central Rivers AEA Tech Help Desk at helpdesk@centralriversaea.org or 319-273-8231.

Don’t forget to change your voicemail greeting and schedule an “away” message to your email for Monday, January 15 so that callers and/or e-mailers will know all Central Rivers AEA offices will be closed in observance of Martin Luther King Jr. (MLK) Day.

Voicemail example:

“Hello, this is (your name). All Central Rivers AEA offices will be closed on Monday, January 15 in observance of Martin Luther King Jr. Day. Please leave your name, number and a brief message and I will get back to you when offices reopen tomorrow, Tuesday, January 16. Thank you.

Email “away” message example:

Thank you for your email. All Central Rivers AEA offices will be closed on Monday, January 15 in observance of Martin Luther King Jr. Day. I will respond to your email upon my return when offices reopen on Tuesday, January 16. Thank you.

If you need assistance with either task, please contact the Central Rivers AEA Tech Help Desk at helpdesk@centralriversaea.org or 319-273-8231.

Mark your calendars and please join us for Courageous Conversations! Each month we will have one topic and two opportunities to join in the conversation. Dates and zoom link are below.

• January 10, 11-11:45 am
• February 2, 8-8:45 am
• February 14, 11-11:45 am
• March 1,  8-8:45 am
• March 13, 11-11:45 am
• April 5, 8-8:45 am
• April 10, 11-11:45 am
• May 3, 8-8:45 am
• Zoom link: https://centralriversaea.zoom.us/j/86278274919

Please reach out to Dr. Dana Miller with questions.

Get more of what you want in life!

Do you have wellness goals for 2024, want to decrease the impact of stress on your life, or want to increase your life satisfaction? If so, consider how your own personal coach can support you in achieving those things! By connecting via Zoom at your convenience with Central Rivers AEA Leadership Coach, Dr. Leslie Moore, you will have the opportunity to reflect on what you want more of in your life and how your thoughts and emotions are impacting your actions. All sessions are confidential and scheduled by you when you send Leslie an invitation through Google Calendar. Questions? Email her at lmoore@centralriversaea.org. Happy New Year!

February 15 Key Mindset: Bringing Purpose

On February 15 at 9 am, the third of four “Key Mindsets” will be shared in person at all three Central Rivers AEA offices in Clear Lake, Marshalltown and Cedar Falls prior to regional meetings. As a preview, the gateway to Bringing Purpose is: I’m finding meaning in all my moments. There is something for me to learn from all people and situations. One practice we will explore to bring purpose is, “Appreciate the process and detach from the outcome.” Check out this article for more. Here is a related article on how to practice acceptance. We look forward to learning with you in February!

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