Nonprofit · EIN 42-1038039
NORTH STAR COMMUNITY SERVICES INC
Tax-exempt · WATERLOO, IA 50701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,434,629 | $4,091,928 | $342,701 | $4,886,480 | $977,512 | $3,908,968 |
| June 30, 2024 | 990 | $4,137,920 | $3,974,395 | $163,525 | $4,285,165 | $718,898 | $3,566,267 |
| June 30, 2023 | 990 | $4,845,750 | $4,530,029 | $315,721 | $3,999,786 | $597,044 | $3,402,742 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $627,390
- of which government grants
- $234,790
- Program service revenue
- $3,820,995
- Investment income
- $114,502
- Net rental income
- -$128,258
- Other revenue
- -$128,258
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $108,926
- Other salaries and wages
- $2,584,675
- Salaries, compensation and benefits (total)
- $3,207,970
- Professional fundraising fees
- $0
- Accounting fees
- $111,051
- Occupancy
- $127,694
- Travel
- $92,569
- Depreciation
- $87,593
- Program services (functional)
- $3,055,049
- Management and general (functional)
- $1,006,616
- Fundraising (functional)
- $30,263
Balance sheet and other
- Total assets, start of year
- $4,285,165
- Total assets, end of year
- $4,886,480
- Total liabilities, end of year
- $977,512
- Net assets, end of year
- $3,908,968
- Land, buildings and equipment
- $1,695,177
- Net assets without donor restrictions
- $3,908,968
- Gross receipts
- $4,742,592
- Employees
- 118
- Volunteers
- 162
- Year formed
- 1975
- 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 | Other / benefits |
|---|---|---|---|---|
| VALERIE SCHWAGER | EXECUTIVE DI Officer | 40 | $96,061 | $13,619 |
| ANNE LIND | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| JOHN RICHTER | VICE PRESIDE Trustee or director, Officer | 0.5 | $0 | $0 |
| SADE BARFIELD | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| TIFFANY COFFIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| CHELSEA COOVER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ALISON HENKLE | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ASHLEY JENN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| KELSEY JORGENSEN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ROBERT NICHOLS | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| HEATHER REICHERTS | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JAY SCHARES | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| NATHAN TOBEY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| VICTORIA LOCKARD | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| VALERIE SCHWAGER | EXECUTIVE DI Officer | 40 | $92,925 | $12,877 |
| ANNE LIND | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| JOHN RICHTER | VICE PRESIDE Trustee or director, Officer | 0.5 | $0 | $0 |
| ALISON HENKLE | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ROBERT NICHOLS | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JAY SCHARES | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| SADE BARFIELD | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| KELSEY JORGENSEN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| TIFFANY COFFIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ASHLEY JENN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| CHELSEA COOVER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| TORI LOCKARD | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| HEATHER REICHERTS | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| NATHAN TOBEY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| VALERIE SCHWAGER | EXECUTIVE DI Officer | 40 | $96,550 | $12,471 |
| SADE BARFIELD | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JEFF DOW | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| KIM EASTLAND | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ALISON HENKLE | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| LEXIE HEATH | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| KELSEY JORGENSEN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ANNE LIND | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| VICTORIA LOCKARD | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ROBERT NICHOLS | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JAMES ROZENDAAL | VICE PRESIDE Trustee or director, Officer | 0.5 | $0 | $0 |
| JAY SCHARES | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| VICKI SCUELER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3420 UNIVERSITY AVE STE C, WATERLOO, IA 50701-2045
- Principal officer (990 for 2024)
- VALERIE SCHWAGER, 3420 UNIVERSITY AVENUE SUITE C, WATERLOO, IA 507012045
- Signed the 990
- VALERIE SCHWAGER, EXECUTIVE DIRECTOR
- Phone
- (319) 236-0901
- Website
- WWW.NORTHSTARCS.ORG
- Return prepared by
- HOGAN - HANSEN PC
Mission
NSCS EMPOWERS EACH PERSON TO REALIZE POTENTIAL, PURSUE DREAMS AND ENJOY LIFE. SERVICES PROVIDED ARE: SUPPORTED COMMUNITY LIVING, DAY HABILITATION, ADULT DAY CARE, RESPITE, AND/OR CDAC SERVICES TO PERSONS WITH DISABILITIES.
Program accomplishments
- SUPPORTED COMMUNITY LIVING (SCL): SERVICES ARE DESIGNED TO ASSIST THE MEMBER WITH DAILY LIVING NEEDS. ASSISTANCE MAY INCLUDE, BUT IS NOT LIMITED TO: COMMUNITY SKILLS, PERSONAL NEEDS, PERSONAL AND HOME SKILLS, AND SKILLS NEEDED TO LIVE IN THE LEAST RESTRICTIVE SETTING POSSIBLE.Expenses $1,852,057 · revenue $1,090,245
- PERSONAL AND SOCIAL COMMUNITY SERVICES - ADULT DAY CARE: AN ORGANIZED PROGRAM OF SUPPORTIVE CARE IN A GROUP ENVIRONMENT. THE CARE IS PROVIDED TO MEMBERS WHO NEED A DEGREE OF SUPERVISION AND ASSISTANCE ON A REGULAR OR INTERMITTENT BASIS IN A DAY CARE SETTING. DAY HABILITATION: SERVICES THAT ASSIST OR SUPPORT THE MEMBER IN DEVELOPING OR MAINTAINING LIFE SKILLS AND COMMUNITY INTEGRATION. SERVICES MUST ENABLE OR ENHANCE THE MEMBER'S INTELLECTUAL FUNCTION, SOCIALIZATION AND COMMUNITY INTEGRATION, MOBILITY, COMMUNICATION DEVELOPMENT, AND RESPONSIBILITY AND SELF DIRECTION. HOUSING: SERVICES PROVIDED IN AN INDEPENDENT LIVING SITUATION TO ALLOW THOSE WITH DISABILITIES TO LIVE INDEPENDENTLY.Expenses $1,202,992 · revenue $2,730,750
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
- 42-1038039
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1976
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Employment (J30Z)
- Assets (IRS master file)
- $4,886,480
- Income (IRS master file)
- $4,742,592
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,434,629 | $4,091,928 | $4,886,480 | XML |
| 990 | June 2024 | $4,137,920 | $3,974,395 | $4,285,165 | IRS |
| 990 | June 2023 | $4,845,750 | $4,530,029 | $3,999,786 | XML |
| 990 | June 2022 | $5,070,017 | $4,813,680 | $4,121,169 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 42-1038039).
Questions about NORTH STAR COMMUNITY SERVICES INC
- What is the EIN of NORTH STAR COMMUNITY SERVICES INC?
- The employer identification number (EIN) of NORTH STAR COMMUNITY SERVICES INC is 42-1038039.
- Is NORTH STAR COMMUNITY SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to NORTH STAR COMMUNITY SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NORTH STAR COMMUNITY SERVICES 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 NORTH STAR COMMUNITY SERVICES 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 NORTH STAR COMMUNITY SERVICES 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 NORTH STAR COMMUNITY SERVICES INC?
- The 990 for the year ended June 30, 2025 names VALERIE SCHWAGER.
- Who are the officers and directors of NORTH STAR COMMUNITY SERVICES INC?
- The 990 for the year ended June 30, 2025 lists 14 people; 1 received compensation from the organization, the highest $96,061 (VALERIE SCHWAGER, EXECUTIVE DI).
- How much revenue does NORTH STAR COMMUNITY SERVICES INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,434,629, expenses of $4,091,928 and total assets of $4,886,480 at year end.
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