Nonprofit · EIN 42-0801846
CEDAR VALLEY UNITED WAY
Tax-exempt · WATERLOO, IA 50701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,577,151 | $2,115,798 | $461,353 | $2,684,031 | $818,915 | $1,865,116 |
| December 31, 2023 | 990 | $2,030,666 | $2,204,037 | -$173,371 | $2,293,494 | $920,677 | $1,372,817 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,518,458
- Program service revenue
- $0
- Investment income
- $77,628
- Net gain from sales of assets
- $5,639
- Net income from fundraising events
- -$18,935
- Other revenue
- -$18,935
Expenses
- Grants and similar amounts paid
- $1,371,765
- Compensation of officers, directors and key employees
- $108,600
- Other salaries and wages
- $261,841
- Salaries, compensation and benefits (total)
- $475,619
- Professional fundraising fees
- $0
- Accounting fees
- $89,867
- Occupancy
- $52,768
- Depreciation
- $1,196
- Program services (functional)
- $1,588,881
- Management and general (functional)
- $198,573
- Fundraising (functional)
- $328,344
Balance sheet and other
- Total assets, start of year
- $2,293,494
- Total assets, end of year
- $2,684,031
- Total liabilities, end of year
- $818,915
- Net assets, end of year
- $1,865,116
- Land, buildings and equipment
- $1,697
- Publicly traded securities
- $438,170
- Net assets without donor restrictions
- $615,926
- Net assets with donor restrictions
- $1,249,190
- Gross receipts
- $2,819,399
- Employees
- 6
- Volunteers
- 115
- Year formed
- 1923
- State of legal domicile
- IA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DEBBIE ROTH | PRESIDENT Officer | 40 | $94,503 | $9,788 |
| STEVE CARIGNAN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DR LUCAS COOK | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| NATHAN MILLER | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| MICHELLE MEANY | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| HEATHER BISHOP | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| ERICA PARKS | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| CODY STOPPEL | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| GWENNE BERRY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ANNE BRITSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| TERESA DRISCALL | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| GRETCHEN STEUER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MARTY HANNIG | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JACLYNE HELLER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JOSHUA HORSTMAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONNA KITRICK | DIRECTOR Trustee or director | 0.5 | $0 |
| AMY SCHMIDT | DIRECTOR Trustee or director | 0.5 | $0 |
| JEREMIA MATZ | DIRECTOR Trustee or director | 0.5 | $0 |
| SANDI SOMMERFELT | DIRECTOR Trustee or director | 0.5 | $0 |
| QUORADIS MARSHALL | DIRECTOR Trustee or director | 0.5 | $0 |
| ANDREW RICHTER | DIRECTOR Trustee or director | 0.5 | $0 |
| AMY ROUSSELOW | DIRECTOR Trustee or director | 0.5 | $0 |
| VINCENT COLLIS | DIRECTOR Trustee or director | 0.5 | $0 |
| DANA GROVO | DIRECTOR Trustee or director | 0.5 | $0 |
| DENELLE GONNERMAN | FORMER DIRECTOR Trustee or director | 0.5 | $0 |
| ANNE KNUDTSON | FORMER DIRECTOR Trustee or director | 0.5 | $0 |
| JILL MEJIA | FORMER DIRECTOR Trustee or director | 0.5 | $0 |
| STEVE BERNARD | FORMER DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DEBBIE ROTH | PRESIDENT Officer | 40 | $92,659 | $10,079 |
| DR LUCAS COOK | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JILL MEJIA | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| STEVE CARIGNAN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MICHELLE MEANY | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| HEATHER BISHOP | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| STEVE BERNARD | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| GWENNE BERRY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ANNE BRITSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| TERESA DRISCALL | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| DENELLE GONNERMAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MARTY HANNIG | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JACLYNE HELLER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JOSHUA HORSTMAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| DONNA KITRICK | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ANNE KNUDTSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JEREMIA MATZ | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| NATHAN MILLER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| SANDI SOMMERFELT | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| QUORADIS MARSHALL | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ANDREW RICHTER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ERICA ST JOHN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| DAVID HARRIS | FORMER DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| TOM BLANFORD | FORMER DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| CATHERINE FREEMAN | FORMER DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| DR CHRISTOPHER LARIMER | FORMER DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| DR STEPHANIE MOHORNE | FORMER DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MERSIHA MUSTEDANAGIC | FORMER DIRECTOR Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 425 CEDAR ST STE 300, WATERLOO, IA 50701-1351
- Principal officer (990 for 2024)
- DEBBIE ROTH, 425 CEDAR STREET 300, WATERLOO, IA 50701
- Signed the 990
- DEBBIE ROTH, PRESIDENT
- Phone
- (319) 235-6211
- Website
- WWW.CEDARVALLEYUNITEDWAY.ORG
- Return prepared by
- CREATIVE PLANNING TAX LLC
Mission
UNITING OUR COMMUNITY TO EMPOWER INDIVIDUALS AND FAMILIES TO THRIVE.
Program accomplishments
- 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.Expenses $1,371,765 · grants $1,371,765
- 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.Expenses $217,116
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 42-0801846
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1957
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $2,684,031
- Income (IRS master file)
- $2,819,399
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,577,151 | $2,115,798 | $2,684,031 | XML |
| 990 | December 2023 | $2,030,666 | $2,204,037 | $2,293,494 | XML |
| 990 | December 2022 | $2,043,635 | $2,393,181 | $2,712,729 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-0801846).
Questions about CEDAR VALLEY UNITED WAY
- What is the EIN of CEDAR VALLEY UNITED WAY?
- The employer identification number (EIN) of CEDAR VALLEY UNITED WAY is 42-0801846.
- Is CEDAR VALLEY UNITED WAY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
- Are donations to CEDAR VALLEY UNITED WAY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CEDAR VALLEY UNITED WAY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CEDAR VALLEY UNITED WAY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CEDAR VALLEY UNITED WAY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CEDAR VALLEY UNITED WAY?
- The 990 for the year ended December 31, 2024 names DEBBIE ROTH.
- Who are the officers and directors of CEDAR VALLEY UNITED WAY?
- The 990 for the year ended December 31, 2024 lists 28 people; 1 received compensation from the organization, the highest $94,503 (DEBBIE ROTH, PRESIDENT).
- How much revenue does CEDAR VALLEY UNITED WAY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,577,151, expenses of $2,115,798 and total assets of $2,684,031 at year end.
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