North Star Community Services, Inc.

Waterloo, IA   |
GuideStar Charity Check

North Star Community Services, Inc.

EIN: 42-1038039


North Star Community Services is a non-profit organization which began providing services to older adults with age-related and other disabilities in 1975, through Iowa's first adult day service center. A pioneer in serving the underserved, the agency currently serves individuals with a wide range of physical and mental disabilities through a variety of programs, including: Day Habilitation, Supported Community Living, Adult Day Services for those age-related decline through Newel Post Senior Adult Day Services and for those with an acquired traumatic brain injury and others in need of a smaller setting to be successful, at the Canterbury Center. MISSION: North Star Community Services empowers each person with a disability to realize potential, pursue dreams, and enjoy life.

Ruling year info


Executive Director

Ms. Valerie Schwager

Main address

3420 University Avenue, Ste. C

Waterloo, IA 50701 USA

Show more contact info



Subject area info

Adult day care

Family disability resources

Developmental disability services

Independent living for people with disabilities

Senior services

Show more subject areas

Population served info



People with disabilities

NTEE code info

Services to Promote the Independence of Specific Populations (P80)

Independent Housing for People with Disabilities (L24)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms


Programs and results

What we aim to solve

SOURCE: Self-reported by organization

North Star Community Services is a not-for-profit rehabilitative services agency serving Northeast, North Central, and parts of Eastern and Central Iowa since 1975. North Star exists to provide quality support services to meet the needs of adults with a wide range of disabilities, including older adults with age-related deficits and challenges. Programming provides the foundations that can allow someone to move beyond their disability to make appropriate life choices; develop critical life skills; live up to their personal potential and achieve their individual goals and dreams. North Star’s support enables people with different abilities to live enriched, interactive, meaningful lives as independently as possible in our communities.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Day Habilitation Services

The Day Habilitation program is designed for adults with a wide range of disabilities in need of support services to foster the acquisition of skills and positive social behavior, optimize personal independence, and develop satisfying and rewarding community connections and relationships. Program participants have the opportunity to explore areas of personal interest and choice, become more involved and interpersonal skills, and set and achieve personal goals and dreams.

Population(s) Served
People with disabilities

Supported Community Living is a specialized community-based program for adults with disabilities who choose to live independently, or who have the goal of independent living in the next few years. It offers one-on-one support to increase or maintain personal self-sufficiency, facilitating an individual's achievement of his or her personal goals. Through SCL programming, North Star addresses the desires, abilities, needs, health, and safety of people living in their own homes or apartments in the community.

Population(s) Served
People with disabilities

Newel Post is an adult day care center that has been providing adult day services for mature adults living in and around the Cedar Valley since 1975. Services are provided for adults, over age 50, who are living with disabilities or deficits associated with aging, including Alzheimer’s and other dementias.

Population(s) Served
Older adults

Canterbury Center is an adult day care center providing adult day services for adults with disabilities. It caters to people living with an acquired traumatic brain injury, and others who would benefit from a smaller, quieter, and more relaxed setting. Services are provided for those who need support to maintain a meaningful, productive, and independent life in the community.

Population(s) Served
People with disabilities
People with disabilities
People with disabilities
People with disabilities

Where we work

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive

  • What challenges does the organization face when collecting feedback?

    We don't have any major challenges to collecting feedback


North Star Community Services, Inc.
Fiscal year: Jul 01 - Jun 30
Financial documents
2023 FY2023 Audit 2022 Fiscal Year 2022 Audit
done  Yes, financials were audited by an independent accountant. info

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2023 info

SOURCE: IRS Form 990


Average of 1.28 over 10 years

Months of cash in 2023 info

SOURCE: IRS Form 990


Average of 1.3 over 10 years

Fringe rate in 2023 info

SOURCE: IRS Form 990


Average of 21% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

North Star Community Services, Inc.

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

North Star Community Services, Inc.

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

North Star Community Services, Inc.

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of North Star Community Services, Inc.’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Business model indicators

Profitability info 2019 2020 2021 2022 2023
Unrestricted surplus (deficit) before depreciation -$127,414 -$412,997 $673,422 $536,299 $438,667
As % of expenses -2.2% -8.0% 14.0% 11.4% 9.9%
Unrestricted surplus (deficit) after depreciation -$172,716 -$546,775 $560,855 $441,592 $335,871
As % of expenses -3.0% -10.3% 11.4% 9.2% 7.4%
Revenue composition info
Total revenue (unrestricted & restricted) $5,714,955 $4,779,969 $5,707,010 $5,070,017 $4,845,750
Total revenue, % change over prior year -5.1% -16.4% 19.4% -11.2% -4.4%
Program services revenue 95.7% 94.8% 70.7% 85.2% 81.5%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 0.6% 0.1% 3.5% -0.9% 1.0%
Government grants 2.5% 2.6% 24.0% 12.8% 16.0%
All other grants and contributions 3.5% 3.5% 2.8% 3.0% 2.3%
Other revenue -2.4% -1.0% -1.0% -0.1% -0.7%
Expense composition info
Total expenses before depreciation $5,796,214 $5,168,532 $4,793,726 $4,718,973 $4,427,233
Total expenses, % change over prior year 0.2% -10.8% -7.3% -1.6% -6.2%
Personnel 82.3% 82.6% 80.6% 80.3% 82.0%
Professional fees 2.2% 3.0% 3.4% 3.3% 2.2%
Occupancy 2.2% 2.9% 3.0% 3.1% 3.1%
Interest 0.0% 0.0% 0.0% 0.0% 0.1%
Pass-through 0.0% 0.0% 0.0% 0.0% 0.0%
All other expenses 13.4% 11.5% 13.0% 13.2% 12.5%
Full cost components (estimated) info 2019 2020 2021 2022 2023
Total expenses (after depreciation) $5,841,516 $5,302,310 $4,906,293 $4,813,680 $4,530,029
One month of savings $483,018 $430,711 $399,477 $393,248 $368,936
Debt principal payment $130,549 $0 $578,139 $0 $429,260
Fixed asset additions $0 $150,203 $0 $140,937 $179,513
Total full costs (estimated) $6,455,083 $5,883,224 $5,883,909 $5,347,865 $5,507,738

Capital structure indicators

Liquidity info 2019 2020 2021 2022 2023
Months of cash 0.4 1.9 1.9 2.9 2.8
Months of cash and investments 0.4 1.9 1.9 2.9 2.8
Months of estimated liquid unrestricted net assets 1.4 2.3 2.6 4.3 4.2
Balance sheet composition info 2019 2020 2021 2022 2023
Cash $208,817 $801,597 $763,055 $1,139,643 $1,026,695
Investments $0 $0 $0 $0 $0
Receivables $475,268 $328,880 $399,057 $499,972 $366,267
Gross land, buildings, equipment (LBE) $4,913,936 $5,075,650 $4,826,501 $4,976,741 $5,228,309
Accumulated depreciation (as a % of LBE) 66.7% 67.5% 67.6% 67.6% 67.7%
Liabilities (as a % of assets) 18.0% 42.6% 22.3% 25.1% 14.9%
Unrestricted net assets $2,123,651 $1,576,876 $2,137,731 $2,579,323 $2,915,194
Temporarily restricted net assets $195,763 N/A N/A N/A N/A
Permanently restricted net assets $237,761 N/A N/A N/A N/A
Total restricted net assets $433,524 $453,091 $692,953 $507,698 $487,548
Total net assets $2,557,175 $2,029,967 $2,830,684 $3,087,021 $3,402,742

Key data checks

Key data checks info 2019 2020 2021 2022 2023
Material data errors No No No No No


The people, governance practices, and partners that make the organization tick.

Form 1023/1024 is not available for this organization

Executive Director

Ms. Valerie Schwager

Number of employees

Source: IRS Form 990

North Star Community Services, Inc.

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

North Star Community Services, Inc.

Board of directors
as of 02/27/2024
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board co-chair

Jeff Dow

No Affiliation

Board co-chair

James Rozendaal

Sade Barfield

No Affiliation

Jay Schares

No Affiliation

Robert Nichols

Tori Lockard

Kelsey Jorgensen

Anne Lind

Alison Henkle

Tiffany Coffin

Heather Reicherts

John Richter

Ashley Jenn

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Not applicable
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 11/22/2022

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.


The organization's leader identifies as:

Race & ethnicity
Decline to state
Sexual orientation
Decline to state
Disability status
Decline to state

Race & ethnicity

No data

Gender identity

No data

Transgender Identity

No data

Sexual orientation

No data


No data

Equity strategies

Last updated: 11/22/2022

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

  • We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.
Policies and processes
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We have community representation at the board level, either on the board itself or through a community advisory board.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.