CEDAR VALLEY UNITED WAY

EIN: 420801846 501(c)(3) Philanthropy & Grantmaking

WATERLOO, IA

Total Revenue
$2,577,151
Total Expenses
$2,115,798
Total Assets
$2,684,031
Net Assets
$1,865,116
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1923
Legal Domicile
IA
Principal Officer
DEBBIE ROTH
Phone
3192356211
Tax Period
2024-01-01 to 2024-12-31

CEDAR VALLEY UNITED WAY, founded in 1923, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.6M in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $461K, a strong 18% operating margin.

Mission

UNITING OUR COMMUNITY TO EMPOWER INDIVIDUALS AND FAMILIES TO THRIVE.

Program Service Accomplishments

Program 1
Expenses: $1,371,765

CEDAR VALLEY UNITED WAY WORKS TO ADVANCE THE COMMON GOOD BY FOCUSING ON EDUCATION, FINANCIAL STABILITY, AND HEALTH. THESE ARE THE BUILDING BLOCKS FOR A GOOD LIFE. THE ORGANIZATION PROVIDES THE TOOLS...

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CEDAR VALLEY UNITED WAY WORKS TO ADVANCE THE COMMON GOOD BY FOCUSING ON EDUCATION, FINANCIAL STABILITY, 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 HELPS FAMILIES BECOME FINANCIALLY STABLE AND INDEPENDENT BY INVESTING IN PROGRAMS WITH PROVEN STRATEGIES TO IMPROVE ECONOMIC WELL-BEING. PROGRAMMING INCLUDES JOB AND SKILLS TRAINING, OVERCOMING BARRIERS TO FAMILY-SUSTAINING WAGES, FINANCIAL LITERACY, AND SERVICES THAT COVER THE FULL SPECTRUM OF HOUSING NEEDS FOR THOSE SEEEKING A PLACE TO CALL HOME.THE ORGANIZATION STRATEGICALLY INVESTS IN COMMUNITY PROGRAMS TO SUPPORT EDUCATION FROM EARLY CHILDHOOD THROUGH ADULTHOOD. INITIATIVES INCLUDE CAPACITY-BUILDING IN EARLY CHILDHOOD EDUCATION, MENTORSHIP PROGRAMS, LEARNING AND LEADERSHIP OPPORTUNITIES, AND SUPPORT FOR ACADEMIC ACHIEVEMENT, PARTICULARLY FOR VULNERABLE YOUTH. THE ORGANIZATION ADVOCATES FOR A MULTI-GENERATIONAL APPROACH TO ENHANCE IMPACTS, HELPING BOTH CHILDREN AND PARENTS ACHIEVE SUCCESS THROUGH EDUCATION.THE ORGANIZATION DIRECTS RESOURCES TO IMPROVING PHYSICAL AND MENTAL HEALTH OUTCOMES THROUGHOUT THE LIFESPAN. WE INVEST IN MULTI-GENERATIONAL HEALTH INITIATIVES PROMOTING HEALTHCARE ACCESS, MATERNAL AND INFANT HEALTH, AND PREVENTING AND ADDRESSING FAMILY VIOLENCE AND CHILD AND ELDER ABUSE. THROUGH COLLABORATION, THE ORGANIZATION AIMS TO REDUCE HEALTH BARRIERS, PROMOTE HEALTHY BEHAVIORS, AND EMPOWER INDIVIDUALS TO LEAD HEALTHIER LIVES. CONTINUUM OF SERVICES RANGE FROM PREVENTION TO TREATMENT AND CRISIS INTERVENTION. 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.

Program 2
Expenses: $217,116

EXPENSES INCURRED BY THE ORGANIZATION TO IDENTIFY, PRIORITIZE, AND ASSIST COMMUNITY NEEDS, PROVIDE OUTCOME MEASUREMENT TRAINING TO VARIOUS ENTITIES IN THE COMMUNITY, PROVIDE PROGRAM ASSESSMENT...

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EXPENSES INCURRED BY THE ORGANIZATION TO IDENTIFY, PRIORITIZE, AND 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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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,518,458
Program Service Revenue $0
Investment Income $77,628
Other Revenue $-18,935
TOTAL REVENUE $2,577,151

Expense Breakdown

Grants Paid $1,371,765
Salaries & Benefits $475,619
Fundraising Expenses $328,344
Program Expenses $1,588,881
Other Expenses $268,414
TOTAL EXPENSES $2,115,798

Year-over-Year Comparison

2024 2023 Change
Revenue $2,577,151 $2,030,666 +0.3%
Expenses $2,115,798 $2,204,037 0.0%
Net Income $461,353 $-173,371 -3.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
23
Independent Members
23
Employees
6
Volunteers
115

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$104,291
Total Directors
27
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DEBBIE ROTH PRESIDENT 40.00
Officer
$94,503 $9,788 $104,291
STEVE CARIGNAN CHAIR 1.00
Officer Director
$0 $0 $0
DR LUCAS COOK PAST CHAIR 1.00
Officer Director
$0 $0 $0
NATHAN MILLER VICE CHAIR 0.50
Officer Director
$0 $0 $0
MICHELLE MEANY TREASURER 0.50
Officer Director
$0 $0 $0
HEATHER BISHOP SECRETARY 0.50
Officer Director
$0 $0 $0
ERICA PARKS DIRECTOR 0.50
Director
$0 $0 $0
CODY STOPPEL DIRECTOR 0.50
Director
$0 $0 $0
GWENNE BERRY DIRECTOR 0.50
Director
$0 $0 $0
ANNE BRITSON DIRECTOR 0.50
Director
$0 $0 $0
TERESA DRISCALL DIRECTOR 0.50
Director
$0 $0 $0
GRETCHEN STEUER DIRECTOR 0.50
Director
$0 $0 $0
MARTY HANNIG DIRECTOR 0.50
Director
$0 $0 $0
JACLYNE HELLER DIRECTOR 0.50
Director
$0 $0 $0
JOSHUA HORSTMAN DIRECTOR 0.50
Director
$0 $0 $0
DONNA KITRICK DIRECTOR 0.50
Director
$0 $0 $0
AMY SCHMIDT DIRECTOR 0.50
Director
$0 $0 $0
JEREMIA MATZ DIRECTOR 0.50
Director
$0 $0 $0
SANDI SOMMERFELT DIRECTOR 0.50
Director
$0 $0 $0
QUORADIS MARSHALL DIRECTOR 0.50
Director
$0 $0 $0
ANDREW RICHTER DIRECTOR 0.50
Director
$0 $0 $0
AMY ROUSSELOW DIRECTOR 0.50
Director
$0 $0 $0
VINCENT COLLIS DIRECTOR 0.50
Director
$0 $0 $0
DANA GROVO DIRECTOR 0.50
Director
$0 $0 $0
DENELLE GONNERMAN FORMER DIRECTOR 0.50
Director
$0 $0 $0
ANNE KNUDTSON FORMER DIRECTOR 0.50
Director
$0 $0 $0
JILL MEJIA FORMER DIRECTOR 0.50
Director
$0 $0 $0
STEVE BERNARD FORMER DIRECTOR 0.50
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $2,577,151 $2,115,798 $2,684,031 $461,353
2023 $2,030,666 $2,204,037 $2,293,494 $-173,371
2022 $2,043,635 $2,393,181 $2,712,729 $-349,546
2021 $2,661,747 $2,483,779 $3,032,668 $177,968
2020 $2,097,107 $2,430,132 $2,808,649 $-333,025
2019 $3,121,319 $2,638,531 $3,277,044 $482,788
2018 $1,841,168 $2,591,456 $2,529,577 $-750,288
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