UNITED WAY OF JOHNSON & WASHINGTON COUNT

EIN: 426062055 501(c)(3) Philanthropy & Grantmaking

IOWA CITY, IA

Total Revenue
$2,518,353
Total Expenses
$2,321,781
Total Assets
$2,907,038
Net Assets
$1,285,595
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Financial Trends

Organization Details

Formation Year
1958
Legal Domicile
IA
Principal Officer
JENNIFER BANTA
Phone
3193387823
Tax Period
2024-04-01 to 2025-03-31

UNITED WAY OF JOHNSON & WASHINGTON COUNT, founded in 1958, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.5M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $2.3M left a modest 8% surplus.

Mission

THE MISSION OF UNITED WAY OF JOHNSON & WASHINGTON COUNTIES, INC. (UWJWC) IS TO IMPROVE LIVES BY UNITING THE CARING POWER OF COMMUNITY IN JOHNSON AND WASHINGTON COUNTIES.

Program Service Accomplishments

Program 1
Expenses: $1,262,659 Revenue: $0

PARTNER AGENCY INVESTMENTS - UNITED WAY COLLABORATES WITH 28 PARTNER AGENCIES TO ASSIST INDIVIDUALS FACING URGENT NEEDS AND LONG-TERM CHALLENGES. THESE AGENCIES WORK TOGETHER DAILY TO ADDRESS...

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PARTNER AGENCY INVESTMENTS - UNITED WAY COLLABORATES WITH 28 PARTNER AGENCIES TO ASSIST INDIVIDUALS FACING URGENT NEEDS AND LONG-TERM CHALLENGES. THESE AGENCIES WORK TOGETHER DAILY TO ADDRESS COMMUNITY NEEDS AND, WITH UNITED WAY, DEVELOP INTEGRATED SOLUTIONS FOR CRITICAL ISSUES. THEY PROVIDE HIGH-QUALITY SERVICES THAT INCLUDE PLACE-BASED AND MULTI-GENERATIONAL COLLABORATIONS, TRANSFORMING THE FUTURES OF LOCAL INDIVIDUALS AND FAMILIES.UNITED WAY EVALUATES COMMUNITY TRENDS AND SERVICE GAPS, OFFERING VALUABLE PHILANTHROPIC SERVICES TO DONORS BY INVESTING IN ESSENTIAL NON-PROFITS THROUGH A VOLUNTEER-LED BI -ANNUAL AGENCY INVESTMENT PROCESS. UNITED WAY IS DEDICATED TO ENSURING EVERYONE HAS THE BEST CHANCE FOR SUCCESS. AS UNITED WAY OF JOHNSON & WASHINGTON COUNTIES GROWS AND DIVERSIFIES, DONATING TO UNITED WAY REMAINS THE MOST EFFECTIVE WAY TO SUPPORT THE ENTIRE COMMUNITY. TOGETHER, WE ADDRESS THE NEEDS IN JOHNSON & WASHINGTON COUNTIES ACROSS AREAS SUCH AS BIRTH THROUGH ADULT EDUCATION, BUILDING FINANCIAL STABILITY, COMMUNITY RESILIENCE , AND ACCESS TO HEALTH.

Program 2
Expenses: $782,668 Revenue: $0

OTHER PROGRAM SERVICES - READY SET SCHOOL IS A COMMUNITY-DRIVEN INITIATIVE THAT PROVIDES BACKPACKS, SCHOOL SUPPLIES, AND OTHER ESSENTIALS TO STUDENTS FROM LOW-INCOME FAMILIES IN JOHNSON AND...

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OTHER PROGRAM SERVICES - READY SET SCHOOL IS A COMMUNITY-DRIVEN INITIATIVE THAT PROVIDES BACKPACKS, SCHOOL SUPPLIES, AND OTHER ESSENTIALS TO STUDENTS FROM LOW-INCOME FAMILIES IN JOHNSON AND WASHINGTON COUNTIES. LAUNCHED AS A PILOT IN 2024, THE PROGRAM SERVED 1,568 CHILDREN IN ITS FIRST YEAR, HELPING THEM START THE SCHOOL YEAR PREPARED AND CONFIDENT. UNITED WAY COORDINATES THIS EFFORT IN PARTNERSHIP WITH LOCAL AGENCIES, DONORS, AND VOLUNTEERS TO REDUCE BARRIERS TO ACADEMIC SUCCESS AND SUPPORT EDUCATIONAL EQUITY.DISASTER SERVICES: IN FY25, UNITED WAY CONTINUED TO LEAD THE COORDINATION OF THE COMMUNITY ORGANIZATIONS ACTIVE IN DISASTER (COAD) COALITION, STRENGTHENING LOCAL DISASTER PREPAREDNESS THROUGH PLANNING, PARTNERSHIP-BUILDING, AND INFRASTRUCTURE SUPPORT. COAD SUBCOMMITTEES FOCUSED ON LONG-TERM RECOVERY, VOLUNTEER MANAGEMENT, PREPAREDNESS AND TRAINING, PUBLIC OUTREACH AND COMMUNICATIONS, AND UNMET NEEDS, WORKING COLLABORATIVELY TO ENHANCE THE COMMUNITY'S ABILITY TO RESPOND EFFICIENTLY AND EQUITABLY IN TIMES OF CRISIS.UNITED WAY MAINTAINED READINESS THROUGH THE EMERGENCY VOLUNTEER CENTER (EVC) AND DISASTER CALL CENTER INFRASTRUCTURE, ENSURING TRAINED VOLUNTEERS, UPDATED PROTOCOLS, AND A COORDINATED RESPONSE FRAMEWORK WERE IN PLACE. WE ALSO PARTICIPATED IN PLANNING EFFORTS WITH JOHNSON COUNTY EMERGENCY MANAGEMENT AND THE EMERGENCY OPERATIONS CENTER. THESE EFFORTS REFLECT A PROACTIVE, COMMUNITY-BASED APPROACH TO DISASTER PREPAREDNESS AND ENSURE A STRONG FOUNDATION FOR COLLABORATIVE RESPONSE WHEN EMERGENCIES ARISE.UNITED WAYS OF IOWA: A STATEWIDE ORGANIZATION OF LOCAL UNITED WAYS, WHICH FOCUSES ON SHARING RESOURCES AND INFORMATION, ACHIEVING EFFICIENCIES IN OPERATIONS AND FOLLOWING BEST PRACTICES IN DRIVING COMMUNITY IMPACT AND RESOURCE DEVELOPMENT. UNITED WAYS OF IOWA BRINGS ITS COLLECTIVE VOICE TO PUBLIC POLICY ADVOCACY AT THE STATE AND FEDERAL LEVEL ON ISSUES RELATED TO YOUTH OPPORUNITY, INCLUDING EARLY CHILDHOOD EDUCATION, ACCESS TO CHILD CARE, K-12 EDUCATION AND HIGHER EDUCATION; FINANCIAL SECURITY, INCLUDING POVERTY, HOUSING, INCOME SUPPORTS, WORKFORCE TRAINING AND ECONOMIC STABILITY; HEALTHY COMMUNITIES, INCLUDING ACCESS TO HEALTH CARE AND PREVENTIVE SERVICES, SUPPORT FOR AGING SERVICES AND SERVICES FOR PERSONS WITH MENTAL HEALTH OR DEVELOPMENTAL DISABILITIES; AND COMMUNITY RESILIENCE, INCLUDING EMERGENCY PREPAREDNESS AND RESPONSE, EFFECTIVE RESOURCE REFERRAL, AND COMMUNITY CONNECTEDNESS.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,450,472
Program Service Revenue $0
Investment Income $21,473
Other Revenue $46,408
TOTAL REVENUE $2,518,353

Expense Breakdown

Grants Paid $1,262,659
Salaries & Benefits $697,228
Fundraising Expenses $104,815
Program Expenses $2,045,327
Other Expenses $361,894
TOTAL EXPENSES $2,321,781

Year-over-Year Comparison

2024 2023 Change
Revenue $2,518,353 $2,146,941 +0.2%
Expenses $2,321,781 $2,499,760 -0.1%
Net Income $196,572 $-352,819 -1.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
17
Independent Members
17
Employees
12
Volunteers
664

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
7
$191,853
Total Directors
19
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LEN DEVAISHER BOARD CHAIR 1.50
Officer Director
$0 $0 $0
JACKI TOWNSEND PAST CHAIR 1.50
Officer Director
$0 $0 $0
MICHAEL LEHMAN TREASURER/INTERNAL OPERATIONS CHAIR 1.50
Officer Director
$0 $0 $0
MARSHA WOLFF COMMUNITY IMPACT CHAIR (THRU 1/2025) 1.50
Officer Director
$0 $0 $0
BARBARA THOMAS RESOURCE DEVELOPMENT CHAIR 1.50
Officer Director
$0 $0 $0
JUSTIN BISHOP BOARD MEMBER 1.00
Director
$0 $0 $0
MATT BROWN BOARD MEMBER 1.00
Director
$0 $0 $0
KATHY COURTNEY BOARD MEMBER 1.00
Director
$0 $0 $0
TERRI DAVIS BOARD MEMBER 1.00
Director
$0 $0 $0
BRADLEY HAWES BOARD MEMBER 1.00
Director
$0 $0 $0
RYAN HEIAR BOARD MEMBER 1.00
Director
$0 $0 $0
SHANE KRON BOARD MEMBER 1.00
Director
$0 $0 $0
ANGIE LEYDEN VAN-GUNDY BOARD MEMBER (THRU 8/2024) 1.00
Director
$0 $0 $0
CHACE RAMEY BOARD MEMBER 1.00
Director
$0 $0 $0
TOM ROCKLIN BOARD MEMBER 1.00
Director
$0 $0 $0
BROOKE STRAHN-KOLLER BOARD MEMBER 1.00
Director
$0 $0 $0
RYAN SWARTZ BOARD MEMBER 1.00
Director
$0 $0 $0
LIZ TOVAR BOARD MEMBER 1.00
Director
$0 $0 $0
TRICIA VAN ROEKEL BOARD MEMBER 1.00
Director
$0 $0 $0
JENNIFER BANTA PRESIDENT & CEO 37.50
Officer
$111,436 $15,697 $127,133
EMMA BARNUM DIRECTOR OF FINANCE & OPERATIONS 37.50
Officer
$50,399 $14,321 $64,720
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 $2,518,353 $2,321,781 $2,907,038 $196,572
2024 $2,146,941 $2,499,760 $3,138,931 $-352,819
2023 $2,551,659 $2,417,665 $3,485,615 $133,994
2022 $2,348,962 $2,344,863 $3,316,664 $4,099
2021 $2,736,792 $2,573,562 $3,288,505 $163,230
2020 $2,536,694 $2,525,222 $3,099,366 $11,472
2019 $2,287,862 $2,217,403 $3,440,830 $70,459
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