Nonprofit · EIN 42-0897349
UNITED WAY OF WAPELLO COUNTY IOWA INC
Tax-exempt · OTTUMWA, IA 52501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $407,587 | $594,569 | -$186,982 | $2,394,586 | $141,063 | $2,253,523 |
| June 30, 2024 | 990 | $503,141 | $534,041 | -$30,900 | $2,421,391 | $173,455 | $2,247,936 |
| June 30, 2023 | 990 | $467,926 | $556,225 | -$88,299 | $2,173,441 | $14,427 | $2,159,014 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $393,256
- of which government grants
- $80,152
- Program service revenue
- $0
- Investment income
- $4,151
- Other revenue
- $10,180
Expenses
- Grants and similar amounts paid
- $247,471
- Compensation of officers, directors and key employees
- $67,264
- Other salaries and wages
- $147,586
- Salaries, compensation and benefits (total)
- $248,386
- Professional fundraising fees
- $0
- Accounting fees
- $5,200
- Occupancy
- $16,060
- Depreciation
- $1,202
- Program services (functional)
- $479,600
- Management and general (functional)
- $87,927
- Fundraising (functional)
- $27,042
Balance sheet and other
- Total assets, start of year
- $2,421,391
- Total assets, end of year
- $2,394,586
- Total liabilities, end of year
- $141,063
- Net assets, end of year
- $2,253,523
- Land, buildings and equipment
- $486
- Publicly traded securities
- $611,253
- Net assets without donor restrictions
- $1,332,699
- Net assets with donor restrictions
- $920,824
- Gross receipts
- $407,587
- Employees
- 7
- Volunteers
- 1,100
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALI WILSON | EXECTIVE DIR Trustee or director | 40 | $67,264 |
| CAROL BURNSIDE | DIRECTOR Trustee or director | 1 | $0 |
| EDITH CABRERA-TELL | DIRECTOR Trustee or director | 1 | $0 |
| PAULA CARY | DIRECTOR Trustee or director | 1 | $0 |
| SHEA GREINER | CHAIR Trustee or director | 1 | $0 |
| CHRISTY GROVE | DIRECTOR Trustee or director | 1 | $0 |
| DAVID HARPER | VICE CHAIR Trustee or director | 1 | $0 |
| KAYCEE JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| SAMATHA MEINDERS | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL MORELAND | DIRECTOR Trustee or director | 1 | $0 |
| RACHEL SORAK | TREASURER Trustee or director | 1 | $0 |
| JASON WHITE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALI WILSON | EXECTIVE DIR Trustee or director | 40 | $67,454 |
| CAROL BURNSIDE | DIRECTOR Trustee or director | 1 | $0 |
| EDITH CABRERA-TELL | DIRECTOR Trustee or director | 1 | $0 |
| PAULA CARY | DIRECTOR Trustee or director | 1 | $0 |
| SHEA GREINER | CHAIR Trustee or director | 1 | $0 |
| CHRISTY GROVE | DIRECTOR Trustee or director | 1 | $0 |
| DAVID HARPER | VICE CHAIR Trustee or director | 1 | $0 |
| KAYCEE JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| SAMATHA MEINDERS | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL MORELAND | DIRECTOR Trustee or director | 1 | $0 |
| RACHEL SORAK | TREASURER Trustee or director | 1 | $0 |
| JASON WHITE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALI WILSON | EXECUTIVE DI Officer | 40 | $65,490 |
| TONI CAMERON | FINANCE EMPL Officer | 30 | $15,146 |
| CAROL BURNSIDE | DIRECTOR Trustee or director | – | $0 |
| EDITH CABRERA-TELLO | DIRECTOR Trustee or director | – | $0 |
| PAULA CARY | DIRECTOR Trustee or director | – | $0 |
| SHEA GREINER | DIRECTOR Trustee or director | – | $0 |
| CHRISTY GROVE | DIRECTOR Trustee or director | – | $0 |
| KAYCEE JOHNSON | DIRECTOR Trustee or director | – | $0 |
| SAMANTHA MEINDERS | CHAIR Trustee or director, Officer | – | $0 |
| MIKE MORELAND | DIRECTOR Trustee or director | – | $0 |
| RACHEL SORAK | DIRECTOR Trustee or director | – | $0 |
| JASON WHITE | DIRECTOR Trustee or director | – | $0 |
| DAVID HARPER | TREASURER Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 224 E 2ND ST STE 1, OTTUMWA, IA 52501-2965
- Principal officer (990 for 2024)
- ALI WILSON
- Signed the 990
- ALI WILSON, EXECTIVE DIRECTOR
- Phone
- (641) 682-1264
- Website
- WWW.WAPELLOCOUW.ORG
- Return prepared by
- BRADLEY T BARNES CPA PC
Mission
UNITED WAY OF WAPELLO COUNTY ADVANCES THE COMMON GOOD THROUGH SUSTAINABLE, MEASURABLE IMPROVEMENTS TO OUR COMMUNITIES EDUCATION, INCOME, AND HEALTH.
Program accomplishments
- THE COMMUNITY INVESTMENT PROGRAM OF UNITED WAY OF WAPELLO COUNTY INVESTS THE UNDESIGNATED FUNDS AVAILABLE TO SPECIFIC PROGRAMS PROVIDED BY 501(C)(3) NOT-FOR-PROFIT ORGANIZATIONS AND UNITED WAY. THE COMMUNITY IMPACT WORK OF UNITED WAY INCLUDES COLLABORATING WITH OTHER ORGANIZATIONS TO DEVELOP PROGRAMS AND COMMUNITY INITIATIVES COORDINATING AND PROVIDING GIFTS-IN-KIND INTIATIVES, AGENCY PROGRAM AND FISCAL EVALUATION AND FEEDBACK, AND NON- COUNTY IMPACT PRIORITIES INCLUDE: CHILDREN ARE READY TO SUCCEED IN SCHOOL, FAMILIES ARE FINANCIALLY STABLE AND INDEPENDENT; YOUTH AND ADULTS ARE HEALTHY AND AVOID RISKY BEHAVIORS.Expenses $479,600 · grants $247,471
- THE COMMUNITY INVESTMENT PROGRAM OF UNTIED WAY OF WAPELLO COUNTY INVEST THE UNDESIGNATED FUND AVAILABLE TO SPECIFIC PROGRAMS PROVIDED BY 501(C)(3) NOT-FOR-PROFIT ORGANIZATIONS AND UNITED WAY. THE COMMUNITY IMPACT WORK OF UNITED WAY INCLUDES COLLABORATING WITH OTHER ORGANIZATIONS TO DEVELOP PROGRAMS AND COMMUNITY INITIATIVES COORDINATING AND PROVIDING GIFTS-IN-KIND INITIATIVES, AGENCY PROGRAM AND FISCAL EVALUATION AND FEEDBACK, AND NON- PROFIT CAPACITY BUILDING AND LEADERSHIP DEVELOPMENT. UNITED WAY OF WAPELLO COUNTY IMPACT PRIORITIES INCLUDE: CHILDREN WHO ARE READY TO SUCCEED IN SCHOOL; FAMILIES ARE FINANCIALLY STABLE AND INDEPENDENT; YOUTH AND ADULTS ARE HEALTHY ADN AVOID RISKY BEHAVIORS.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 42-0897349
- 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
- 1968
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $2,394,586
- Income (IRS master file)
- $407,587
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $407,587 | $594,569 | $2,394,586 | IRS |
| 990 | June 2024 | $503,141 | $534,041 | $2,421,391 | XML |
| 990 | June 2023 | $467,926 | $556,225 | $2,173,441 | XML |
| 990 | June 2022 | $534,505 | $529,519 | $2,257,673 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 42-0897349).
Questions about UNITED WAY OF WAPELLO COUNTY IOWA INC
- What is the EIN of UNITED WAY OF WAPELLO COUNTY IOWA INC?
- The employer identification number (EIN) of UNITED WAY OF WAPELLO COUNTY IOWA INC is 42-0897349.
- Is UNITED WAY OF WAPELLO COUNTY IOWA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to UNITED WAY OF WAPELLO COUNTY IOWA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF WAPELLO COUNTY IOWA INC 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 UNITED WAY OF WAPELLO COUNTY IOWA INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF WAPELLO COUNTY IOWA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITED WAY OF WAPELLO COUNTY IOWA INC?
- The 990 for the year ended June 30, 2025 names ALI WILSON.
- Who are the officers and directors of UNITED WAY OF WAPELLO COUNTY IOWA INC?
- The 990 for the year ended June 30, 2025 lists 12 people; 1 received compensation from the organization, the highest $67,264 (ALI WILSON, EXECTIVE DIR).
- How much revenue does UNITED WAY OF WAPELLO COUNTY IOWA INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $407,587, expenses of $594,569 and total assets of $2,394,586 at year end.
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All nonprofits in OTTUMWA · Iowa · Philanthropy, voluntarism and grantmaking foundations