MARSHALLTOWN AREA UNITED WAY

EIN: 420871626 501(c)(3) Philanthropy & Grantmaking

MARSHALLTOWN, IA

Total Revenue
$970,021
Total Expenses
$903,671
Total Assets
$1,147,066
Net Assets
$654,668
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1929
Legal Domicile
IA
Principal Officer
KENDRA SORENSEN
Phone
6417524688
Tax Period
2024-04-01 to 2025-03-31

MARSHALLTOWN AREA UNITED WAY, founded in 1929, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $970K in total revenue in fiscal year 2024. Expenses of $904K left a modest 7% surplus.

Mission

REDISTRIBUTE GENERAL PUBLIC CONTRIBUTIONS

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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 $858,535
Program Service Revenue $0
Investment Income $21,005
Other Revenue $90,481
TOTAL REVENUE $970,021

Expense Breakdown

Grants Paid $649,862
Salaries & Benefits $149,230
Fundraising Expenses $172,294
Program Expenses $649,862
Other Expenses $104,579
TOTAL EXPENSES $903,671

Year-over-Year Comparison

2024 2023 Change
Revenue $970,021 $906,392 +0.1%
Expenses $903,671 $845,659 +0.1%
Net Income $66,350 $60,733 +0.1%
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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
18
Independent Members
18
Employees
6
Volunteers
79

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
3
$0
Total Directors
19
$68,757
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KENDRA SORENSEN EXECUTIVE DIRECTOR 40.00
Director
$65,007 $3,750 $68,757
SAM UPAH PRESIDENT 0.00
Officer Director
$0 $0 $0
GAIL HULL BOARD MEMBER 0.00
Director
$0 $0 $0
MARK NYMEYER BOARD MEMBER 0.00
Director
$0 $0 $0
SANDRA ALCALA BOARD MEMBER 0.00
Director
$0 $0 $0
JAYMEE MANN BOARD MEMBER 0.00
Director
$0 $0 $0
JOEL PHILLIPS BOARD MEMBER 0.00
Director
$0 $0 $0
JORDAN GAFFNEY BOARD MEMBER 0.00
Director
$0 $0 $0
KIEL STEVENSON BOARD MEMBER 0.00
Director
$0 $0 $0
SHAUNA SMITH BOARD MEMBER 0.00
Director
$0 $0 $0
GABRIELA VARGAS-AVALOS BOARD MEMBER 0.00
Director
$0 $0 $0
KRIS GILCHRIST-DULL BOARD MEMBER 0.00
Director
$0 $0 $0
BECKY JACOBSON BOARD MEMBER 0.00
Director
$0 $0 $0
ABIGAIL CASEY BOARD MEMBER 0.00
Director
$0 $0 $0
MICKEY MCDONALD BOARD MEMBER 0.00
Director
$0 $0 $0
ZACHARY TOMESCH BOARD MEMBER 0.00
Director
$0 $0 $0
MEGAN MANN TREASURER 0.00
Officer Director
$0 $0 $0
SAMPSON SONGKHAMDET VICE-PRESIDENT 0.00
Officer Director
$0 $0 $0
JUSTIN WELTER BOARD MEMBER 0.00
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
2025 $970,021 $903,671 $1,147,066 $66,350
2024 $906,392 $845,659 $1,157,981 $60,733
2023 $949,159 $1,051,990 $1,172,651 $-102,831
2022 $770,737 $743,982 $1,116,704 $26,755
2021 $857,318 $826,537 $1,068,395 $30,781
2020 $842,204 $848,272 $1,046,845 $-6,068
2019 $1,076,030 $852,359 $1,045,869 $223,671
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