CEDAR VALLEY UNITED WAY Charity Report

Public IRS 990 nonprofit record

CEDAR VALLEY UNITED WAY

EIN 42-0801846 · Philanthropy, Voluntarism & Grantmaking Foundations (T70Z)

What they do

UNITING OUR COMMUNITY to EMPOWER INDIVIDUALS and FAMILIES to THRIVE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $75.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders28 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

61.65%of revenue went to mission work75.1% of expenses · Program services

12.74%of revenue went to fundraising15.5% of expenses

$82.10spent for every $100 of revenueRevenue covered expenses this year.

7.71%of revenue went to management and office costs9.4% of expenses

$1.27in assets for every $1 spent this yearSome assets cannot be spent right away.

97.7%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $104,291 for DEBBIE ROTH (PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$2,577,151

Mission workProgram services$1,588,88161.65% of revenue75.1% of expenses

ManagementOffice and general costs$198,5737.71% of revenue9.4% of expenses

FundraisingAsking for donations$328,34412.74% of revenue15.5% of expenses

Revenue left after expensesReported annual surplus$461,35317.90% of revenueShown in gray on the chart

Total expenses$2,115,79882.10% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Each bar shows the share of annual spending reported for mission work, management, and fundraising.

202475.1% mission

202375.8% mission

202279.3% mission

202180.4% mission

202080.1% mission

201985.9% mission

201885.5% mission

201784.0% mission

Money in and money out

Revenue$2,577,151

Expenses$2,115,798

Annual surplus $461,353 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$1,588,881 · 75.1% of expenses

Management and office costs$198,573 · 9.4% of expenses

Fundraising$328,344 · 15.5% of expenses

See all reported dollar amounts

Revenue$2,577,151

Expenses$2,115,798

Assets$2,684,031

Income$2,819,399

Contributions$2,518,458

Mission work (program services)$1,588,881

Fundraising$328,344

Grants given$10,736,449

Average grant$41,453

Management and general$198,573

Executive compensation (total)$139,938

Stocks and bonds$438,170

Accounting fees$89,867

Investing fees$6,703

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DEBBIE ROTHPRESIDENT · 40 hrs/week $104,291Base $94,503 · Other $9,788

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (28)

DEBBIE ROTHPRESIDENT

HEATHER BISHOPSECRETARY

VINCENT COLLISDIRECTOR

TERESA DRISCALLDIRECTOR

STEVE CARIGNANCHAIR

STEVE BERNARDFORMER DIRECTOR

SANDI SOMMERFELTDIRECTOR

QUORADIS MARSHALLDIRECTOR

NATHAN MILLERVICE CHAIR

MICHELLE MEANYTREASURER

MARTY HANNIGDIRECTOR

JOSHUA HORSTMANDIRECTOR

JILL MEJIAFORMER DIRECTOR

JEREMIA MATZDIRECTOR

JACLYNE HELLERDIRECTOR

AMY ROUSSELOWDIRECTOR

GWENNE BERRYDIRECTOR

GRETCHEN STEUERDIRECTOR

ERICA PARKSDIRECTOR

DR LUCAS COOKPAST CHAIR

DONNA KITRICKDIRECTOR

DENELLE GONNERMANFORMER DIRECTOR

DANA GROVODIRECTOR

CODY STOPPELDIRECTOR

ANNE KNUDTSONFORMER DIRECTOR

ANNE BRITSONDIRECTOR

ANDREW RICHTERDIRECTOR

AMY SCHMIDTDIRECTOR

About this charity

Recognized since: January 1957
Location: 425 CEDAR STREET 300, WATERLOO, IA 50701
County: Black Hawk
In care of: DEBBIE ROTH
Primary officer: DEBBIE ROTH, PRESIDENT

How to reach them

WebsiteVisit the charity’s website EmailUnitedWay@cvuw.org Phone(319) 235-6211

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: CREATIVE PLANNING TAX LLC
NTEE classification: Philanthropy, Voluntarism & Grantmaking Foundations (T70Z)
IRS tax category: Other Grantmaking and Giving Services
Grant-giving organization: Yes