Nonprofit · EIN 42-0871626
MARSHALLTOWN AREA UNITED WAY
Tax-exempt · MARSHALLTOWN, IA 50158
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $922,983 | $840,288 | $82,695 | $1,208,669 | $471,306 | $737,363 |
| March 31, 2025 | 990 | $970,021 | $903,671 | $66,350 | $1,147,066 | $492,398 | $654,668 |
| March 31, 2024 | 990 | $906,392 | $845,659 | $60,733 | $1,157,981 | $569,663 | $588,318 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $774,201
- Program service revenue
- $0
- Investment income
- $25,904
- Net gain from sales of assets
- -$738
- Net income from fundraising events
- $97,679
- Other revenue
- $122,878
Expenses
- Grants and similar amounts paid
- $626,127
- Compensation of officers, directors and key employees
- $70,930
- Other salaries and wages
- $38,966
- Salaries, compensation and benefits (total)
- $118,039
- Professional fundraising fees
- $0
- Accounting fees
- $7,420
- Occupancy
- $19,604
- Travel
- $547
- Depreciation
- $1,942
- Program services (functional)
- $626,127
- Management and general (functional)
- $71,451
- Fundraising (functional)
- $142,710
Balance sheet and other
- Total assets, start of year
- $1,147,066
- Total assets, end of year
- $1,208,669
- Total liabilities, end of year
- $471,306
- Net assets, end of year
- $737,363
- Land, buildings and equipment
- $372
- Publicly traded securities
- $56,970
- Net assets without donor restrictions
- $535,973
- Net assets with donor restrictions
- $201,390
- Gross receipts
- $942,705
- Employees
- 4
- Volunteers
- 874
- Year formed
- 1929
- 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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KENDRA SORENSEN | EXECUTIVE DIRECTOR Trustee or director | 40 | $0 | $67,476 | $3,454 |
| SAM UPAH | PRESIDENT Trustee or director, Officer | 0 | $0 | $0 | $0 |
| GAIL HULL | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| MARK NYMEYER | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| SANDRA ALCALA | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| JAYMEE MANN | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| JOEL PHILLIPS | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| JORDAN GAFFNEY | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| KIEL STEVENSON | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| SHAUNA SMITH | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| GABRIELA VARGAS-AVALOS | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| KRIS GILCHRIST-DULL | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| BECKY JACOBSON | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| MICKEY MCDONALD | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| ZACHARY TOMESCH | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ABIGAIL CASEY | TREASURER Trustee or director, Officer | 0 | $0 |
| SAMPSON SONGKHAMDET | VICE-PRESIDENT Trustee or director, Officer | 0 | $0 |
| JUSTIN WELTER | BOARD MEMBER Trustee or director | 0 | $0 |
990 for the year ended March 31, 2025: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KENDRA SORENSEN | EXECUTIVE DIRECTOR Trustee or director | 40 | $65,007 | $3,750 |
| SAM UPAH | PRESIDENT Trustee or director, Officer | 0 | $0 | $0 |
| GAIL HULL | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| MARK NYMEYER | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| SANDRA ALCALA | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| JAYMEE MANN | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| JOEL PHILLIPS | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| JORDAN GAFFNEY | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| KIEL STEVENSON | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| SHAUNA SMITH | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| GABRIELA VARGAS-AVALOS | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| KRIS GILCHRIST-DULL | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| BECKY JACOBSON | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| ABIGAIL CASEY | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| MICKEY MCDONALD | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| ZACHARY TOMESCH | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| MEGAN MANN | TREASURER Trustee or director, Officer | 0 | $0 | $0 |
| SAMPSON SONGKHAMDET | VICE-PRESIDENT Trustee or director, Officer | 0 | $0 | $0 |
| JUSTIN WELTER | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
990 for the year ended March 31, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KENDRA SORENSEN | EXECUTIVE DIRECTOR Trustee or director | 40 | $63,477 | $3,750 |
| NAN BENSON | PRESIDENT Trustee or director, Officer | 0 | $0 | $0 |
| GAIL HULL | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| MARK NYMEYER | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| CRYSTAL ESTABROOK | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| CRISTINA CERVANTES | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| MEGAN MANN | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| MATTHEW BRODIN | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| SAM UPAH | VICE-PRESIDENT Trustee or director, Officer | 0 | $0 | $0 |
| TOBY BRIMMER | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| KIEL STEVENSON | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| SHAUNA SMITH | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| GABRIELA VARGAS-AVALOS | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| KATIE FINK | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| SAMUEL IBARRA | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| GEOFF HUBBARD | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| BRANDON BUCK | PAST PRESIDENT Trustee or director, Officer | 0 | $0 | $0 |
| DEB KERR | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| GARY MCKIBBEN | TREASURER Trustee or director, Officer | 0 | $0 | $0 |
| SAMPSON SONGKHAMDET | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| JUSTIN WELTER | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 709 S CENTER SUITE 135, MARSHALLTOWN, IA 50158-2876
- Principal officer (990 for 2025)
- DEBBIE COLLINS, 709 S CENTER STREET SUITE 135, MARSHALLTOWN, IA 50158
- Signed the 990
- DEBBIE COLLINS, EXECUTIVE DIRECTOR
- Phone
- (641) 752-4688
- Return prepared by
- BOWMAN & MILLER PC
Mission
TO PROVIDE A MECHANISM TO ENCOURAGE CHARITABLE GIVING, TO FACILITATE THE DISTRIBUTION OF GIFTS TO MEMBER AGENCIES THAT WILL ENHANCE THE QUALITY OF LIFE FOR ALL MARSHALL COUNTY RESIDENTS.
Program accomplishments
- THE UNITED WAY COLLECTS CONTRIBUTIONS FROM THE PUBLIC AND REDISTRIBUTES THEM TO 23 NON-PROFIT ORGANIZATIONS IN THE COMMUNITY.Expenses $626,127 · grants $626,127
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990 on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 42-0871626
- 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
- 1960
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $1,208,669
- Income (IRS master file)
- $942,705
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $922,983 | $840,288 | $1,208,669 | XML |
| 990 | March 2025 | $970,021 | $903,671 | $1,147,066 | XML |
| 990 | March 2024 | $906,392 | $845,659 | $1,157,981 | XML |
| 990 | March 2023 | $949,159 | $1,051,990 | $1,172,651 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | 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 42-0871626).
Questions about MARSHALLTOWN AREA UNITED WAY
- What is the EIN of MARSHALLTOWN AREA UNITED WAY?
- The employer identification number (EIN) of MARSHALLTOWN AREA UNITED WAY is 42-0871626.
- Is MARSHALLTOWN AREA UNITED WAY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
- Are donations to MARSHALLTOWN AREA UNITED WAY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MARSHALLTOWN AREA 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 MARSHALLTOWN AREA UNITED WAY due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARSHALLTOWN AREA UNITED WAY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2026.
- Who is the principal officer of MARSHALLTOWN AREA UNITED WAY?
- The 990 for the year ended March 31, 2026 names DEBBIE COLLINS.
- Who are the officers and directors of MARSHALLTOWN AREA UNITED WAY?
- The 990 for the year ended March 31, 2026 lists 18 people; 0 received compensation from the organization.
- How much revenue does MARSHALLTOWN AREA UNITED WAY have?
- On its 990 for the year ended March 31, 2026 it reported revenue of $922,983, expenses of $840,288 and total assets of $1,208,669 at year end.
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