2025-08-08T00:26:32-05:00 2024-12-31 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2024-01-01 420801846 CEDAR VALLEY UNITED WAY CEDA 3192356211 425 CEDAR STREET 300 WATERLOO IA 50701 DEBBIE ROTH PRESIDENT 3192356211 2025-08-07 1 0 BRIAN ARONSON P01425251 3192346885 2025-08-07 2024 2025-03-06 01:10:19Z DEBBIE ROTH 425 CEDAR STREET 300 WATERLOO IA 50701 2819399 0 X WWW.CEDARVALLEYUNITEDWAY.ORG X 1923 IA UNITING OUR COMMUNITY TO EMPOWER INDIVIDUALS AND FAMILIES TO THRIVE. 23 23 6 115 0 0 1976138 2518458 0 0 66578 77628 -12050 -18935 2030666 2577151 1457656 1371765 0 0 475097 475619 0 0 328344 271284 268414 2204037 2115798 -173371 461353 2293494 2684031 920677 818915 1372817 1865116 X UNITING OUR COMMUNITY TO EMPOWER INDIVIDUALS AND FAMILIES TO THRIVE. 0 0 1371765 1371765 CEDAR VALLEY UNITED WAY WORKS TO ADVANCE THE COMMON GOOD BY FOCUSING ON EDUCATION, FINANCIAL STABILITY, AND HEALTH. THESE ARE THE BUILDING BLOCKS FOR A GOOD LIFE. THE ORGANIZATION PROVIDES THE TOOLS TO A QUALITY EDUCATION, WHICH LEADS TO A STABLE JOB, AND ENOUGH INCOME TO SUPPORT A FAMILY THROUGH RETIREMENT AND GOOD HEALTH. THE GOAL IS TO INVEST TODAY TO MAKE THE LASTING IMPACT TO PREVENT PROBLEMS FROM HAPPENING.THE ORGANIZATION DIRECTS EDUCATION RESOURCES SO CHILDREN ARE PREPARED TO SUCCEED IN SCHOOL, SO YOUNG PEOPLE CAN GRADUATE FROM HIGH SCHOOL, AND SO YOUNG ADULTS MAKE A SUCCESSFUL TRANSITION FROM HIGH SCHOOL TO WORK LIFE. THE ORGANIZATION HELPS FAMILIES BECOME FINANCIALLY STABLE AND INDEPENDENT BY INVESTING IN PROGRAMS WITH PROVEN STRATEGIES TO IMPROVE ECONOMIC WELL-BEING. PROGRAMMING INCLUDES JOB AND SKILLS TRAINING, OVERCOMING BARRIERS TO FAMILY-SUSTAINING WAGES, FINANCIAL LITERACY, AND SERVICES THAT COVER THE FULL SPECTRUM OF HOUSING NEEDS FOR THOSE SEEEKING A PLACE TO CALL HOME.THE ORGANIZATION STRATEGICALLY INVESTS IN COMMUNITY PROGRAMS TO SUPPORT EDUCATION FROM EARLY CHILDHOOD THROUGH ADULTHOOD. INITIATIVES INCLUDE CAPACITY-BUILDING IN EARLY CHILDHOOD EDUCATION, MENTORSHIP PROGRAMS, LEARNING AND LEADERSHIP OPPORTUNITIES, AND SUPPORT FOR ACADEMIC ACHIEVEMENT, PARTICULARLY FOR VULNERABLE YOUTH. THE ORGANIZATION ADVOCATES FOR A MULTI-GENERATIONAL APPROACH TO ENHANCE IMPACTS, HELPING BOTH CHILDREN AND PARENTS ACHIEVE SUCCESS THROUGH EDUCATION.THE ORGANIZATION DIRECTS RESOURCES TO IMPROVING PHYSICAL AND MENTAL HEALTH OUTCOMES THROUGHOUT THE LIFESPAN. WE INVEST IN MULTI-GENERATIONAL HEALTH INITIATIVES PROMOTING HEALTHCARE ACCESS, MATERNAL AND INFANT HEALTH, AND PREVENTING AND ADDRESSING FAMILY VIOLENCE AND CHILD AND ELDER ABUSE. THROUGH COLLABORATION, THE ORGANIZATION AIMS TO REDUCE HEALTH BARRIERS, PROMOTE HEALTHY BEHAVIORS, AND EMPOWER INDIVIDUALS TO LEAD HEALTHIER LIVES. CONTINUUM OF SERVICES RANGE FROM PREVENTION TO TREATMENT AND CRISIS INTERVENTION. THE ORGANIZATION INVESTS IN EMERGENCY SOLUTIONS SO A TEMPORARY SET BACK DOES NOT BECOME PERMANENT.THE ORGANZATION PROVIDES ACCESS TO INFORMATION AND REFERRAL SERVICES USING THE 211 SYSTEM.THE ORGANZATION HAS THE ABILITY TO RESPOND AS NEEDS ARISE THROUGH SOCIAL INNOVATION AND COMMUNITY PARTNER FUNDING.THE ORGANIZATION DIRECTS MANAGEMENT AND SUPPORT FOR BOOKS FOR BABIES, THE CAMPAIGN FOR GRADE LEVEL READING, THE CEDAR VALLEY MENTAL HEALTH SUMMIT, LOCAL BOOK DRIVES AND THE A WOMEN'S CAREER MENTORING PROGRAM. 217116 EXPENSES INCURRED BY THE ORGANIZATION TO IDENTIFY, PRIORITIZE, AND ASSIST COMMUNITY NEEDS, PROVIDE OUTCOME MEASUREMENT TRAINING TO VARIOUS ENTITIES IN THE COMMUNITY, PROVIDE PROGRAM ASSESSMENT, REVIEW, SELECTION, AND ADMINISTRATION OF GRANTS, PROVIDE FINANCIAL AND STEWARDSHIP OVERSIGHT OF GRANT RECIPIENTS, AND PARTICIPATE IN COMMUNITY PARTNERSHIPS TO ADVANCE COMMON GOALS. 1588881 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X DEBBIE ROTH 3192356211 425 CEDAR STREET SUITE 300 WATERLOO IA 50701 DEBBIE ROTH PRESIDENT 40.00 X 94503 0 9788 STEVE CARIGNAN CHAIR 1.00 X X 0 0 0 DR LUCAS COOK PAST CHAIR 1.00 X X 0 0 0 NATHAN MILLER VICE CHAIR 0.50 X X 0 0 0 MICHELLE MEANY TREASURER 0.50 X X 0 0 0 HEATHER BISHOP SECRETARY 0.50 X X 0 0 0 ERICA PARKS DIRECTOR 0.50 X 0 0 0 CODY STOPPEL DIRECTOR 0.50 X 0 0 0 GWENNE BERRY DIRECTOR 0.50 X 0 0 0 ANNE BRITSON DIRECTOR 0.50 X 0 0 0 TERESA DRISCALL DIRECTOR 0.50 X 0 0 0 GRETCHEN STEUER DIRECTOR 0.50 X 0 0 0 MARTY HANNIG DIRECTOR 0.50 X 0 0 0 JACLYNE HELLER DIRECTOR 0.50 X 0 0 0 JOSHUA HORSTMAN DIRECTOR 0.50 X 0 0 0 DONNA KITRICK DIRECTOR 0.50 X 0 0 0 AMY SCHMIDT DIRECTOR 0.50 X 0 0 0 JEREMIA MATZ DIRECTOR 0.50 X 0 0 0 SANDI SOMMERFELT DIRECTOR 0.50 X 0 0 0 QUORADIS MARSHALL DIRECTOR 0.50 X 0 0 0 ANDREW RICHTER DIRECTOR 0.50 X 0 0 0 AMY ROUSSELOW DIRECTOR 0.50 X 0 0 0 VINCENT COLLIS DIRECTOR 0.50 X 0 0 0 DANA GROVO DIRECTOR 0.50 X 0 0 0 DENELLE GONNERMAN FORMER DIRECTOR 0.50 X 0 0 0 ANNE KNUDTSON FORMER DIRECTOR 0.50 X 0 0 0 JILL MEJIA FORMER DIRECTOR 0.50 X 0 0 0 STEVE BERNARD FORMER DIRECTOR 0.50 X 0 0 0 94503 0 9788 0 0 0 0 0 70095 2448363 91318 2518458 71989 71989 184041 178402 5639 5639 5639 44911 70095 63846 -18935 -18935 2577151 0 0 58693 1371765 1371765 108600 50683 21721 36196 261841 74112 46343 141386 23761 6779 4212 12770 51153 16907 9358 24888 30264 10090 5547 14627 89867 3844 77484 8539 6703 6703 4642 718 2835 1089 5740 1914 1052 2774 43403 13750 12504 17149 52768 17057 10062 25649 8787 2929 1611 4247 20151 6718 3694 9739 1196 436 240 520 5288 1763 969 2556 EVENTS EXPENSES 23736 23736 DUES & SUBSCRIPTIONS 4323 1441 792 2090 1810 1272 149 389 2115798 1588881 198573 328344 2500 1310900 1125486 431042 998718 3008 5664 77536 75839 1772 1697 429727 438170 117045 111796 2293494 2684031 40860 44437 851821 712055 27996 62423 920677 818915 X 779287 615926 593530 1249190 1372817 1865116 2293494 2684031 461353 30946 0 X 0 1 X 1 0 X 2061380 2636337 2007410 1976138 2518458 11199723 2061380 2636337 2007410 1976138 2518458 11199723 2951340 8248383 35727 37392 48752 70597 71989 264457 25075 23264 26475 44911 119725 11583905 0.71210 0.77230 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2021 AMOUNT: $ 25,075. 2022 AMOUNT: $ 23,264. 2023 AMOUNT: $ 26,475. 2024 AMOUNT: $ 44,911. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 361591 1150 24881 14365 3762 369495 354016 1150 24735 14681 3629 361591 399701 1000 -28541 13574 4570 354016 354706 1000 60072 12341 3736 399701 332761 100 37440 12463 3132 354706 1.00000 1 0 77536 75839 1697 1697 ROU LIABILITY 62423 62423 2695278 30946 130575 161521 2533757 6703 36691 43394 2577151 2202979 130575 13623 144198 2058781 6703 50314 57017 2115798 PART V, LINE 4: THE ENDOWMENT FUND REPRESENTS AMOUNTS HELD BY A COMMUNITY FOUNDATION FOR THE ORGANIZATION. THE EARNINGS ON THIS FUND MAY BE USED FOR OPERATING PURPOSES. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE INCLUDED IN REVENUE IN THE 990 -13,623. DONOR DESIGNATIONS 50,314. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE INCLUDED IN REVENUE IN THE 990 13,623. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 50,314. GOLF CLASSIC 66744 39409 27335 27959 7740 2269 OVER THE EDGE 48262 30686 17576 25878 115006 70095 44911 27959 7740 28147 63846 -18935 1 ALLEN HOSPITAL 1825 LOGAN AVENUE WATERLOO IA 50703 420698265 501(C)(3) 283632 0 PROGRAM SUPPORT AND DONOR DESIGNATIONS AMERICAN RED CROSS - HAWKEYE CHAPTER 2530 UNIVERSITY AVENUE WATERLOO IA 50703 530196605 501(C)(3) 12389 0 PROGRAM SUPPORT AND DONOR DESIGNATIONS BOYS AND GIRLS OF THE CEDAR VALLEY 515 LIME ST WATERLOO IA 50703 426083723 501(C)(3) 24466 0 PROGRAM SUPPORT AND DONOR DESIGNATIONS CATHOLIC CHARITIES OF THE ARHIDIOCE SE OF DUBUQUE PO BOX 1309 DUBUQUE IA 52004 420680493 501(C)(3) 28200 0 PROGRAM SUPPORT CEDAR VALLEY FRIENDS OF THE FAMILY 1009 PEOPLES SQUARE WATERLOO IA 50702 421390144 501(C)(3) 48914 0 PROGRAM SUPPORT AND DONOR DESIGNATIONS CEDAR VALLEY PRESCHOOL 724 LANTZ CEDAR FALLS IA 50613 420956806 501(C)(3) 13950 0 PROGRAM SUPPORT AND DONOR DESIGNATIONS COMMUNITY HOUSING INITIATIVE 910 DECATHLON DRIVE WATERLOO IA 50701 421416426 501(C)(3) 20000 0 PROGRAM SUPPORT FRIENDS OF IOWA CASA 321 EAST 12TH STREET DES MOINES IA 50319 421471727 501(C)(3) 18000 0 PROGRAM SUPPORT GRIN & GROW LTD 505 FRANKLIN STREET WATERLOO IA 50703 421135299 501(C)(3) 64700 0 PROGRAM SUPPORT HABITAT FOR HUMANITY INTERNATIONAL 322 W LAMAR STREET AMERICUS GA 31709 911914868 501(C)(3) 12000 0 PROGRAM SUPPORT HAWKEYE COMMUNITY COLLEGE FOUNDATION 1501 ORANGE ROAD WATERLOO IA 50702 426123782 501(C)(3) 20937 0 PROGRAM SUPPORT AND DONOR DESIGNATIONS IOWA JAG INC GRIMES STATE OFFICE BUILDING DES MOINES IA 50319 421492988 501(C)(3) 38162 0 PROGRAM SUPPORT AND DONOR DESIGNATIONS IOWA LEGAL AID 1111 9TH STREET SUITE 230 DES MOINES IA 50314 421079227 501(C)(3) 20153 0 PROGRAM SUPPORT AND DONOR DESIGNATIONS JESSE COSBY CENTER 1112 MOBILE STREET WATERLOO IA 50703 421152638 501(C)(3) 12065 0 PROGRAM SUPPORT AND DONOR DESIGNATIONS JOB FOUNDATION PO BOX 1141 CEDAR FALLS IA 50614 203091308 501(C)(3) 10053 0 PROGRAM SUPPORT AND DONOR DESIGNATIONS MERCYONE WATERLOO MEDICAL CENTER 3421 W 9TH STRET WATERLOO IA 50702 421264647 501(C)(3) 11000 0 PROGRAM SUPPORT NAMI 1825 LOGAN AVENUE WATERLOO IA 50703 421273380 501(C)(3) 8188 0 PROGRAM SUPPORT AND DONOR DESIGNATIONS NORTHEAST IOWA FOOD BANK 106 E 11TH STREET WATERLOO IA 50703 421169648 501(C)(3) 33694 0 PROGRAM SUPPORT AND DONOR DESIGNATIONS NORTHEAST IOWA AREA AGENCY ON AGING 2101 KIMBALL AVENUE SUITE 320 WATERLOO IA 50702 421621262 501(C)(3) 9005 0 PROGRAM SUPPORT AND DONOR DESIGNATIONS NORTH STAR COMMUNITY SERVICES 3420 UNIVERSITY AVE STE C WATERLOO IA 50701 421038039 501(C)(3) 10840 0 PROGRAM SUPPORT AND DONOR DESIGNATIONS ONE CITY UNITED 907 INDEPENDENCE AVE WATERLOO IA 50703 832071578 501(C)(3) 18000 0 PROGRAM SUPPORT OPERATION THRESHOLD PO BOX 4120 WATERLOO IA 50704 420982549 501(C)(3) 77829 0 PROGRAM SUPPORT AND DONOR DESIGNATIONS PATHWAYS BEHAVIORAL SERVICES 2222 FALLS AVENUE WATERLOO IA 50701 510245708 501(C)(3) 33872 0 PROGRAM SUPPORT AND DONOR DESIGNATIONS PEOPLES COMMUNITY HEALTH CLINIC 905 FRANKLIN STREET WATERLOO IA 50703 421058629 501(C)(3) 92392 0 PROGRAM SUPPORT AND DONOR DESIGNATIONS RIVERVIEW CENTER INC 100 E PARK AVENUE SUITE 250 WATERLOO IA 50703 363920008 501(C)(3) 40270 0 PROGRAM SUPPORT AND DONOR DESIGNATIONS SALVATION ARMY PO BOX 867 WATERLOO IA 50704 222406433 501(C)(3) 61642 0 PROGRAM SUPPORT AND DONOR DESIGNATIONS SUCCESSLINK 3136 BROCKWAY RD SUITE B WATERLOO IA 50701 421444315 501(C)(3) 111000 0 PROGRAM SUPPORT WAYPOINT SERVICES 318 FIFTH STREET SE CEDAR RAPIDS IA 52401 420680307 501(C)(3) 22265 0 PROGRAM SUPPORT AND DONOR DESIGNATIONS YWCA 425 LAFAYETTE STREET WATERLOO IA 50701 420680302 501(C)(3) 36400 0 PROGRAM SUPPORT AMERICANS FOR INDEPENDENT LIVING 4020 UNIVERSITY AVENUE WATERLOO IA 50701 474503717 501(C)(3) 15000 0 PROGRAM SUPPORT TRY PIE 522 MULBERRY ST WATERLOO IA 50703 825090434 501(C)(3) 8000 0 PROGRAM SUPPORT UNIVERSITY OF NORTHERN IOWA FOUNDATION 205 COMMONS UNI CEDAR FALLS IA 50614 426058591 501(C)(3) 5150 0 PROGRAM SUPPORT WATERLOO COMMUNITY FOUNDATION 114 EAST 4TH ST STE 300 WATERLOO IA 50703 473373953 501(C)(3) 19019 0 PROGRAM SUPPORT AND DONOR DESIGNATIONS ONE CEDAR VALLEY 131 TOWER PARK DR WATERLOO IA 50701 873967186 501(C)(3) 27911 0 PROGRAM SUPPORT 1619 FREEDOM SCHOOL 325 E PARK AVENUE SUITE 204 WATERLOO IA 50703 473954055 501(C)(3) 55000 0 PROGRAM SUPPORT UNITED WAY OF CENTRAL IOWA 1111 9TH STREET SUITE 100 DES MOINES IA 50314 420680425 501(C)(3) 6830 0 DONOR DESIGNATIONS VOLUNTEER CENTER OF CEDAR VALLEY 360 WESTFIELD AVENUE SUITE 201 WATERLOO IA 50701 421437273 501(C)(3) 5098 0 PROGRAM SUPPORT AND DONOR DESIGNATIONS LEADER VALLEY FOUNDATION 6711 CHANCELLOR DRIVE SUITE 2 CEDAR FALLS IA 50613 453120883 501(C)(3) 5037 0 PROGRAM SUPPORT AND DONOR DESIGNATIONS 38 PART I, LINE 2: THE FUNDS ARE DISTRIBUTED ON A MONTHLY BASIS TO THE BOARD APPROVED AGENCIES FOR INDIVIDUAL PROGRAMS. AGENCIES ARE REQUIRED TO SUBMIT A REPORT OF USAGE AND OUTCOMES BI-ANNUALLY. IF A REPORT IS NOT RECEIVED, FUNDING IS SUSPENDED. X EVENT PRIZES 31 91318 FMV 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENT THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 WAS SENT TO THE PRESIDENT FOR REVIEW. A FINAL COPY OF THE FORM 990 WAS SENT TO ALL BOARD MEMBERS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH STAFF PERSON AND BOARD MEMBER ARE ASKED TO SIGN A DOCUMENT ANNUALLY INDICATING THEY ARE AWARE OF AND UNDERSTAND THE POLICY. THE ORGANIZATION ALSO HAS AN AGENDA ITEM AT THE BEGINNING OF EACH BOARD MEETING ASKING FOR CONFLICTS OF INTEREST RELATED TO THE AGENDA. FORM 990, PART VI, SECTION B, LINE 15A CEDAR VALLEY UNITED WAY HAS DEVELOPED A POLICY TO ENSURE THAT EXECUTIVE COMPENSATION IS COMPETITIVE AND REASONABLE AS COMPARED TO OTHER NON-PROFIT ORGANIZATIONS AND UNITED WAYS OF SIMILAR SIZE AND CHARACTERISTICS. THE PRESIDENT'S COMPENSATION IS REVIEWED ANNUALLY TO ENSURE IT IS DEEMED FAIR AND REASONABLE. REASONABILITY IS DETERMINED USING BENCHMARKS OF OTHER NON-PROFIT ORGANIZATIONS AND THE UNITED WAYS OF SIMILAR SIZE AND CHARACTERISTICS. THE BENCHMARKS INCLUDE THE MOST RECENT UNITED WAY WORLDWIDE HUMAN CAPITAL STUDY AND/OR THE 990 DATA FOR LIKE SIZE AND GEOGRAPHIC LOCATION. COMPARISON MAY ALSO INCLUDE SELECTED LOCAL NONPROFIT ORGANIZATIONS. SALARY INCREASES ARE NOT GRANTED AUTOMATICALLY, BUT ONLY AS A RESULT OF DEMONSTRATED PERFORMANCE, DOCUMENTED BY A JOB-RELATED PERFORMANCE REVIEW. THE BOARD OF DIRECTORS ANNUALLY APPROVES THE PERFORMANCE REVIEW OF THE PRESIDENT AND ESTABLISHES COMPENSATION BASED ON RECOMMENDATIONS OF THE EXECUTIVE COMMITTEE. THE BOARD ALSO ENSURES THAT NO ONE WHO PARTICIPATES IN THE DECISION HAS A CONFLICT OF INTEREST CONCERNING THE TRANSACTION. ALL DOCUMENTATION REGARDING THE COMPENSATION ARRANGEMENT, INCLUDING BENCHMARK COMPARISONS, PERFORMANCE REVIEWS, AND BOARD APPROVAL ARE MAINTAINED IN THE PRESIDENT'S PERSONNEL FILE. IN ADDITION TO THE ABOVE COMPENSATION AGREEMENT, THE BOARD TREASURER REVIEWS AND APPROVES ANNUALLY THE W-2, AND MONTHLY THE EXPENSE REPORTS OF THE PRESIDENT. THIS POLICY HAS BEEN CREATED TO ENSURE FAIR AND CONSISTENT PRACTICES IN REGARD TO EXECUTIVE COMPENSATION AND TO COMPLY WITH ALL FEDERAL AND STATE LAWS. COMPENSATION ELEMENTS MAY INCLUDE: - SALARY - HEALTH, LIFE, AND DISABILITY INSURANCE - RETIREMENT CONTRIBUTION - MEMBERSHIPS INCLUDING ASSOCIATIONS - EDUCATIONAL CONFERENCES FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO PUBLIC UPON WRITTEN REQUEST.