Cedar Valley United Way
- Assets
- $2.3m
- Revenue
- $2.0m
- Investments
- $0.0
- Employees
- 8
- Location
- Waterloo, IA
- Founding
- 12/1957
- Data as of
- 12/2023
- EIN
- 42-0801846
Organization Overview
Cedar Valley United Way is located in Waterloo, IA. The organization was established in 1957. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2023, Cedar Valley United Way employed 8 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Cedar Valley United Way is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Cedar Valley United Way generated $2.0m in total revenue. The organization has seen a slow decline revenue. Over the past 9 years, revenues have fallen by an average of (2.3%) each year. All expenses for the organization totaled $2.2m during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (1.9%) per year over the past 9 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Cedar Valley United Way has awarded 377 individual grants totaling $15,861,248. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
LEVERAGING RESOURCES TO HELP PEOPLE, CHANGE LIVES, AND MAKE YOUR COMMUNITY INVESTMENT COUNT.
Describe the Organization's Program Activity:
Part 3 - Line 4a
CEDAR VALLEY UNITED WAY WORKS TO ADVANCE THE COMMON GOOD BY FOCUSING ON EDUCATION, INCOME AND HEALTH. THESE ARE THE BUILDING BLOCKS FOR A GOOD LIFE. THE ORGANIZATION PROVIDES THE TOOLS TO A QUALITY EDUCATION, WHICH LEADS TO A STABLE JOB, AND ENOUGH INCOME TO SUPPORT A FAMILY THROUGH RETIREMENT AND GOOD HEALTH. THE GOAL IS TO INVEST TODAY TO MAKE THE LASTING IMPACT TO PREVENT PROBLEMS FROM HAPPENING.THE ORGANIZATION DIRECTS EDUCATION RESOURCES SO CHILDREN ARE PREPARED TO SUCCEED IN SCHOOL, SO YOUNG PEOPLE CAN GRADUATE FROM HIGH SCHOOL, AND SO YOUNG ADULTS MAKE A SUCCESSFUL TRANSITION FROM HIGH SCHOOL TO WORK LIFE. THE ORGANIZATION DIRECTS INCOME SUPPORT RESOURCES TO PROMOTE FINANCIAL STABILITY AND SELF SUFFICIENCY FOR INDIVIDUALS AND FAMILIES.THE ORGANIZATION DIRECTS HEALTH RESOURCES TO ENCOURAGE HEALTHY BEHAVIORS THAT EMPOWER INDIVIDUALS TO REDUCE SUBSTANCE ABUSE, CHILD ABUSE AND DOMESTIC VIOLENCE. THE ORGANZATION STRONGLY ENCOURAGES PREVENTATIVE HEALTHCARE, INCLUDING MATERNAL HEALTH AND INFANT WELL BEING. THE ORGANIZATION SEEKS IMPROVED ACCESS TO MENTAL HEALTH SERVICES.THE ORGANIZATION INVESTS IN EMERGENCY SOLUTIONS SO A TEMPORARY SET BACK DOES NOT BECOME PERMANENT.THE ORGANZATION PROVIDES ACCESS TO INFORMATION AND REFERRAL SERVICES USING THE 211 SYSTEM.THE ORGANZATION HAS THE ABILITY TO RESPOND AS NEEDS ARISE THROUGH SOCIAL INNOVATION AND COMMUNITY PARTNER FUNDING.THE ORGANIZATION DIRECTS MANAGEMENT AND SUPPORT FOR BOOKS FOR BABIES, THE CAMPAIGN FOR GRADE LEVEL READING, THE CEDAR VALLEY MENTAL HEALTH SUMMIT, LOCAL BOOK DRIVES AND THE A WOMEN'S CAREER MENTORING PROGRAM.
EXPENSES INCURRED BY THE ORGANIZATION TO ASSIST COMMUNITY NEEDS, PROVIDE OUTCOME MEASUREMENT TRAINING TO VARIOUS ENTITIES IN THE COMMUNITY, PROVIDE PROGRAM ASSESSMENT, REVIEW, SELECTION, AND ADMINISTRATION OF GRANTS, PROVIDE FINANCIAL AND STEWARDSHIP OVERSIGHT OF GRANT RECIPIENTS, AND PARTICIPATE IN COMMUNITY PARTNERSHIPS TO ADVANCE COMMON GOALS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Debbie Roth President | Officer | 40 | $92,659 |
Dr Lucas Cook Chair | OfficerTrustee | 1 | $0 |
Jill Mejia Past Chair | OfficerTrustee | 1 | $0 |
Steve Carignan Vice Chair | OfficerTrustee | 1 | $0 |
Michelle Meany Treasurer | OfficerTrustee | 1 | $0 |
Heather Bishop Secretary | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $38,605 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,937,533 |
| Noncash contributions included in lines 1a–1f | $40,201 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,976,138 |
| Total Program Service Revenue | $0 |
| Investment income | $70,597 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$4,019 |
| Net Income from Fundraising Events | -$12,050 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,030,666 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $1,457,656 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $103,690 |
| Compensation of current officers, directors, key employees. | $20,738 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $271,278 |
| Pension plan accruals and contributions | $19,592 |
| Other employee benefits | $49,987 |
| Payroll taxes | $30,550 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $81,842 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $9,393 |
| Fees for services: Other | $2,384 |
| Advertising and promotion | $5,500 |
| Office expenses | $40,431 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $52,914 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $6,551 |
| Interest | $0 |
| Payments to affiliates | $21,550 |
| Depreciation, depletion, and amortization | $1,769 |
| Insurance | $2,456 |
| All other expenses | $12,054 |
| Total functional expenses | $2,204,037 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $1,310,900 |
| Pledges and grants receivable | $431,042 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $3,008 |
| Net Land, buildings, and equipment | $1,772 |
| Investments—publicly traded securities | $429,727 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $117,045 |
| Total assets | $2,293,494 |
| Accounts payable and accrued expenses | $40,860 |
| Grants payable | $851,821 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $27,996 |
| Total liabilities | $920,677 |
| Net assets without donor restrictions | $779,287 |
| Net assets with donor restrictions | $593,530 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $2,293,494 |
Grants Awarded
Over the last fiscal year, Cedar Valley United Way has awarded $1,340,980 in support to 32 organizations.
| Grant Recipient | Amount |
|---|---|
ALLEN HOSPITAL PURPOSE: PROGRAM SUPPORT | $266,325 |
AMERICAN RED CROSS - HAWKEYE CHAPTER PURPOSE: PROGRAM SUPPORT | $14,506 |
BOYS AND GIRLS OF THE CEDAR VALLEY PURPOSE: PROGRAM SUPPORT | $18,182 |
CATHOLIC CHARITIES OF THE ARHIDIOCE SE OF DUBUQUE PURPOSE: PROGRAM SUPPORT | $31,016 |
CEDAR VALLEY PRESCHOOL PURPOSE: PROGRAM SUPPORT | $16,818 |
CEDAR VALLEY FRIENDS OF THE FAMILY PURPOSE: PROGRAM SUPPORT | $31,806 |