Nonprofit · EIN 42-0947489
UNITED WAY OF STORY COUNTY INC
Tax-exempt · AMES, IA 50010
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,385,051 | $2,332,345 | $52,706 | $4,359,746 | $497,180 | $3,862,566 |
| June 30, 2024 | 990 | $2,539,626 | $2,435,205 | $104,421 | $4,114,514 | $441,856 | $3,672,658 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,197,590
- of which government grants
- $136,368
- Program service revenue
- $0
- Investment income
- $166,339
- Net gain from sales of assets
- $33,615
- Other revenue
- $21,122
Expenses
- Grants and similar amounts paid
- $1,362,666
- Compensation of officers, directors and key employees
- $173,363
- Other salaries and wages
- $352,109
- Salaries, compensation and benefits (total)
- $628,023
- Professional fundraising fees
- $0
- Accounting fees
- $6,650
- Occupancy
- $83,053
- Travel
- $2,439
- Depreciation
- $7,157
- Program services (functional)
- $1,989,094
- Management and general (functional)
- $140,020
- Fundraising (functional)
- $203,231
Balance sheet and other
- Total assets, start of year
- $4,114,514
- Total assets, end of year
- $4,359,746
- Total liabilities, end of year
- $497,180
- Net assets, end of year
- $3,862,566
- Land, buildings and equipment
- $4,784
- Publicly traded securities
- $1,954,863
- Net assets without donor restrictions
- $2,538,454
- Net assets with donor restrictions
- $1,324,112
- Gross receipts
- $2,385,051
- Employees
- 14
- Volunteers
- 719
- Year formed
- 1972
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASHLEY THOMPSON | PRESIDENT AND CEO Officer | 40 | $112,375 |
| CINDY SMITH | FINANCE DIRECTOR Officer | 40 | $60,988 |
| AMBER DEARDORFF | PAST CHAIR Trustee or director | 1 | $0 |
| KAREN KIEL ROSSER | BOARD CHAIR Trustee or director | 1 | $0 |
| JOEL HOCHSTEIN | IMMEDIATE PAST BOARD CHAIR Trustee or director | 1 | $0 |
| JANE WOODLEY | CORPORATION TREASURER Trustee or director | 1 | $0 |
| SHAMAREE BROWN | DIRECTOR Trustee or director | 1 | $0 |
| CHELSEY AISENBREY | 2ND VICE CHAIR Trustee or director | 1 | $0 |
| JASON HENDERSON | DIRECTOR Trustee or director | 1 | $0 |
| ANDREW PERRY | DIRECTOR Trustee or director | 1 | $0 |
| MILLY AGAI | DIRECTOR Trustee or director | 1 | $0 |
| KATELYN PROCTOR | DIRECTOR Trustee or director | 1 | $0 |
| BETHANY MCCURDY | DIRECTOR Trustee or director | 1 | $0 |
| JASON MORTVEDT | DIRECTOR Trustee or director | 1 | $0 |
| EMMA CASSABAUM | DIRECTOR Trustee or director | 1 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE SHIVELY | DIRECTOR Trustee or director | 1 | $0 |
| NICK HOFFMAN | DIRECTOR Trustee or director | 1 | $0 |
| SCOTT CUE | DIRECTOR Trustee or director | 1 | $0 |
| JASON KIETH | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEAN KRESSE | PAST PRESIDENT & CEO Officer | 1 | $90,647 | $3,626 |
| EMILY RANDALL | FINANCE DIRECTOR Officer | 1 | $55,529 | $2,221 |
| ASHLEY THOMPSON | PRESIDENT Officer | 1 | $52,885 | $0 |
| AMBER DEARDORFF | PAST CHAIR Trustee or director | 1 | $0 | $0 |
| JOEL HOCHSTEIN | BOARD CHAIR Trustee or director | 1 | $0 | $0 |
| SHARON PERRY FANTINI | 1ST VICE CHAIR Trustee or director | 1 | $0 | $0 |
| JANE WOODLEY | CORPORATION TREASURER Trustee or director | 1 | $0 | $0 |
| SHAMAREE BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIM IIAMS | SECRETARY Trustee or director | 1 | $0 | $0 |
| JASON HENDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREW PERRY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MILLY AGAI | 2ND VICE CHAIR Trustee or director | 1 | $0 | $0 |
| KATELYN PROCTOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BETHANY MCCURDY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JASON MORTVEDT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EMILY SARGENT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATIE SHIVELY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NICK HOFFMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 315 CLARK AVE, AMES, IA 50010-3314
- Principal officer (990 for 2024)
- ASHLEY THOMPSON, 315 CLARK AVE, AMES, IA 50010
- Signed the 990
- ASHLEY THOMPSON, PRESIDENT/CEO
- Phone
- (515) 268-5142
- Website
- WWW.UWSTORY.ORG
- Return prepared by
- TRUSTPOINT LLP
Mission
UNITED WAY OF STORY COUNTY UNITES PEOPLE, IDEAS, AND RESOURCES TO TRANSFORM LIVES IN STORY COUNTY.
Program accomplishments
- UNITED WAY OF STORY COUNTY PROVIDES FUNDING FOR SERVICES PROVIDED BY OUR PARTNER AGENCIES THROUGHOUT STORY COUNTY.Expenses $1,989,094 · grants $1,362,666 · revenue $21,122
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
- 42-0947489
- 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
- 1972
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $4,359,746
- Income (IRS master file)
- $2,385,051
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,385,051 | $2,332,345 | $4,359,746 | IRS |
| 990 | June 2024 | $2,539,626 | $2,435,205 | $4,114,514 | XML |
| 990 | June 2023 | $2,574,871 | $2,234,046 | $3,767,137 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 42-0947489).
Questions about UNITED WAY OF STORY COUNTY INC
- What is the EIN of UNITED WAY OF STORY COUNTY INC?
- The employer identification number (EIN) of UNITED WAY OF STORY COUNTY INC is 42-0947489.
- Is UNITED WAY OF STORY COUNTY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to UNITED WAY OF STORY COUNTY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF STORY COUNTY 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 STORY COUNTY 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 STORY COUNTY 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 STORY COUNTY INC?
- The 990 for the year ended June 30, 2025 names ASHLEY THOMPSON.
- Who are the officers and directors of UNITED WAY OF STORY COUNTY INC?
- The 990 for the year ended June 30, 2025 lists 19 people; 2 received compensation from the organization, the highest $112,375 (ASHLEY THOMPSON, PRESIDENT AND CEO).
- How much revenue does UNITED WAY OF STORY COUNTY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,385,051, expenses of $2,332,345 and total assets of $4,359,746 at year end.
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All nonprofits in AMES · Iowa · Philanthropy, voluntarism and grantmaking foundations