Cedar Valley United Way

Live United

Waterloo, IA | www.cedarvalleyunitedway.org

GuideStar Charity Check

EIN: 42-0801846

Contributions tax deductible
as of November 2023

IRS BMF 509(a)(1)
as of November 13, 2023

View summary

Charity Check report

Mission

Our Mission: Leveraging resources to help people, change lives, and make your community investment count throughout the Cedar Valley.

Ruling year info

1957

Principal Officer

Ms. Sheila Baird

Sr. Director of Community Investments

Ms. Debbie Roth

Main address

425 Cedar Street, Suite 300

Waterloo, IA 50701 USA

Show more contact info

EIN

42-0801846

Subject area info

Foundations

Nonprofits

Population served info

Children and youth

Adults

Families

Parents

Immigrants and migrants

Show more populations served

NTEE code info

Fund Raising Organizations That Cross Categories includes Community Funds/Trusts and Federated Giving Programs) e.g. United Way (T70)

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

Show Forms 990

Communication

Programs and results

Reports and documents

What we aim to solve

This profile needs more info.

If it is your nonprofit, add a problem overview.

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?

Community Impact

Cedar Valley United Way is working to advance the common good by focusing on education, income, and health. These are the building blocks for a good life – a quality education that leads to a stable job, enough income to support a family through retirement, and good health. Our goal is to create long-lasting changes that prevent problems from occurring in the first place.

Population(s) Served

Children and youth

Adults

Families

Parents

Education

For the 2022-2023 funding year, grants were awarded that help children and youth succeed in the following areas:

• Improving access to quality, affordable child care and early learning opportunities
• Increasing school readiness
• Providing after-school and mentoring programs for at-risk youth
• College and career preparation
• Support for parents and mentors

Population(s) Served

Children and youth

Adults

Parents

Caregivers

Preteens

Income

For the 2022-2023 funding year, grants were awarded that promote self-sufficiency and poverty reduction by supporting the following services:

• Supporting basic needs while increasing financial education
• Helping hardworking people obtain job training and family-sustaining wages
• Increasing affordable housing for seniors and families
• Encouraging savings as a financial safety net

Population(s) Served

Families

Adults

Unemployed people

Health

For the 2022-2023 funding year, grants were awarded that support vulnerable populations by supporting the following services:

• Increasing access to critical healthcare services (mental and physical healthcare)
• Reducing substance abuse, child abuse and domestic violence
• Increasing health education and preventive care
• Improving maternal health and infant well-being

Population(s) Served

Adults

Children and youth

People with diseases and illnesses

Substance abusers

Infants and toddlers

Where we work

Awards

Organization of the Year 2009

Cedar Valley Chamber

External reviews

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of community initiatives in which the organization participates

Totals By Year

Population(s) Served

Related Program

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Holding steady

Context Notes

Total dollars received in contributions

Totals By Year

Population(s) Served

Related Program

Type of Metric

Input - describing resources we use

Direction of Success

Increasing

Context Notes

Total campaign dollars raised

Total number of grants awarded

Totals By Year

Population(s) Served

Related Program

Community Impact

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Includes strategic investment and social innovation grants.

Goals & Strategy

SOURCE: Self-reported by organization

Reports and documents

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

What is the organization aiming to accomplish?

Safe neighborhoods. Kids reading. Seniors thriving. Great companies. More volunteers. Affordable child care. Transportation. Resources for abuse victims. Books. Smiles. Job training. Better access to healthcare. Prevention.

Cedar Valley United Way is working to make these aspirations reality. We know that to have a good life a person needs a quality education that leads to a stable job, enough income to support a family through retirement, and good health.

What are the organization's key strategies for making this happen?

Cedar Valley United Way is investing so kids are prepared to succeed in school, young people can graduate and young adults make a successful transition from high school to work life.

Cedar Valley United Way is investing to promote financial stability and self-sufficiency for individuals and families.

Cedar Valley United Way is investing so babies are born a low risk for preventable health problems, individuals receive timely, preventative healthcare, and youth and adults avoid risky behaviors.

Cedar Valley United Way is investing in programs that focus on emergency and short-term outputs rather than outcomes, to provide services that assist those that have experienced a temporary setback or who face emergency situations.

What are the organization's capabilities for doing this?

Cedar Valley United Way is helping children and youth achieve their potential through education by working toward the following goals:
Creating productive and engaged young adults
Partnering with schools and parents to improve academic achievement in children
Creating successful transitions to career and work life

Cedar Valley United Way is helping families in the Cedar Valley become financially stable and independent by: Increasing income by helping hardworking people obtain job training and family-sustaining wages
Encouraging savings as a financial safety net
Help individuals and families achieve greater financial stability

Improving peoples health is a focus of Cedar Valley United Way. We are working to improve health by:
Empowering individuals by reducing substance abuse, child abuse and domestic violence
Increasing health education and preventative care
Improving maternal health and infant well-being

What have they accomplished so far and what's next?

Data tells us that education investments we are making are working. But there is room for improvement. 11% of adults in the Cedar Valley do not have a high school diploma. 7.1% of households in our community speak a language other than English. Only 67.5% of 4th graders in our community are proficient in reading.

In the Cedar Valley, 5,921 children in our community live in poverty ($23,850 for a family of 4). Families earning the median household income of $45,610 spend 19% of their income on child care if they have a baby at a licensed child care facility. Nearly half of the students in our community receive free or reduced lunches.

Data shows us our investments are working. Teen pregnancies are down. But there is more work to be done. Black Hawk County ranks #1 in sexually transmitted infections in the state of Iowa. 29% of adults are obese. 8.3% of babies are born at a low birth weight, increasing their risk for preventable health problems.

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.

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 identify where we are less inclusive or equitable across demographic groups, 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 take steps to get feedback from marginalized or under-represented people, 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 look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We share the feedback we received with the people we serve, We tell the people who gave us feedback how we acted on their feedback
What challenges does the organization face when collecting feedback?

It is difficult to get the people we serve to respond to requests for feedback, It is difficult to find the ongoing funding to support feedback collection, It is difficult to combat the issue of transportation for those willing to give feedback

Financials

Cedar Valley United Way

Fiscal year: Jan 01 - Dec 31

Financial documents

Yes, financials were audited by an independent accountant.

Revenue vs. expenses: breakdown

SOURCE: IRS Form 990

NET GAIN/LOSS: in

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

Liquidity in 2022

SOURCE: IRS Form 990

1.68

Average of 1.63 over 10 years

Months of cash in 2022

SOURCE: IRS Form 990

8.1

Average of 8 over 10 years

Fringe rate in 2022

SOURCE: IRS Form 990

22%

Average of 23% over 10 years

Funding sources

Source: IRS Form 990

Assets & liabilities

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Digitizing IRS form 990 data

Cedar Valley United Way

Revenue & expenses

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

Fiscal year ending: Download Data

Revenue
Contributions	$2,807,281
Government Grants	$0
Program Services	$0
Investments	$29,151
Special Events	$6,285
Sales	$0
Other	$0
Total Revenue	$2,842,717

Expenses
Program Services	$2,227,591
Administration	$201,200
Fundraising	$224,173
Total Expenses	$2,652,964
Net Gain/Loss	$189,753

Functional expenses
Accounting Fees	$9,078
Advertising & Promotion	$2,605
Information Technology Expenses	$8,809
Insurance Expenses	$1,303
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$17,829
Professional Fundraising Expenses	$0

Revenue
Contributions	$2,770,471
Government Grants	$0
Program Services	$0
Investments	$23,522
Special Events	($6,896)
Sales	$0
Other	$0
Total Revenue	$2,787,097

Expenses
Program Services	$2,358,102
Administration	$180,619
Fundraising	$254,381
Total Expenses	$2,793,102
Net Gain/Loss	($6,005)

Functional expenses
Accounting Fees	$10,780
Advertising & Promotion	$811
Information Technology Expenses	$0
Insurance Expenses	$1,343
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$15,920
Professional Fundraising Expenses	$0

Revenue
Contributions	$2,440,444
Government Grants	$0
Program Services	$0
Investments	$19,343
Special Events	($4,551)
Sales	$0
Other	$0
Total Revenue	$2,455,236

Expenses
Program Services	$2,041,150
Administration	$157,801
Fundraising	$362,190
Total Expenses	$2,561,141
Net Gain/Loss	($105,905)

Functional expenses
Accounting Fees	$14,102
Advertising & Promotion	$297
Information Technology Expenses	$0
Insurance Expenses	$1,037
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$21,125
Professional Fundraising Expenses	$0

Revenue
Contributions	$3,251,700
Government Grants	$0
Program Services	$0
Investments	$20,780
Special Events	$17,314
Sales	$0
Other	$0
Total Revenue	$3,289,794

Expenses
Program Services	$2,243,161
Administration	$165,805
Fundraising	$377,391
Total Expenses	$2,786,357
Net Gain/Loss	$503,437

Functional expenses
Accounting Fees	$17,348
Advertising & Promotion	$249
Information Technology Expenses	$0
Insurance Expenses	$1,150
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$23,282
Professional Fundraising Expenses	$0

Revenue
Contributions	$2,230,596
Government Grants	$0
Program Services	$0
Investments	$18,090
Special Events	$2,396
Sales	$0
Other	$0
Total Revenue	$2,251,082

Expenses
Program Services	$2,306,137
Administration	$124,196
Fundraising	$329,185
Total Expenses	$2,759,518
Net Gain/Loss	($508,436)

Functional expenses
Accounting Fees	$10,452
Advertising & Promotion	$3,604
Information Technology Expenses	$0
Insurance Expenses	$1,254
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$24,270
Professional Fundraising Expenses	$0

Revenue
Contributions	$2,959,209
Government Grants	$0
Program Services	$0
Investments	$18,984
Special Events	($19,620)
Sales	$0
Other	$0
Total Revenue	$2,958,573

Expenses
Program Services	$2,370,365
Administration	$157,741
Fundraising	$268,058
Total Expenses	$2,796,164
Net Gain/Loss	$162,409

Functional expenses
Accounting Fees	$10,993
Advertising & Promotion	$1,376
Information Technology Expenses	$0
Insurance Expenses	$1,603
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$22,282
Pension Plan Contributions	$15,886
Professional Fundraising Expenses	$0

Revenue
Contributions	$2,736,816
Government Grants	$0
Program Services	$0
Investments	$23,640
Special Events	($13,811)
Sales	$0
Other	$0
Total Revenue	$2,746,645

Expenses
Program Services	$2,351,915
Administration	$137,482
Fundraising	$299,948
Total Expenses	$2,789,345
Net Gain/Loss	($42,700)

Functional expenses
Accounting Fees	$11,680
Advertising & Promotion	$8,417
Information Technology Expenses	$0
Insurance Expenses	$1,796
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$18,364
Professional Fundraising Expenses	$0

Revenue
Contributions	$2,490,838
Government Grants	$0
Program Services	$0
Investments	$20,484
Special Events	($16,781)
Sales	$0
Other	$0
Total Revenue	$2,494,541

Expenses
Program Services	$2,220,026
Administration	$142,381
Fundraising	$262,588
Total Expenses	$2,624,995
Net Gain/Loss	($130,454)

Functional expenses
Accounting Fees	$51,475
Advertising & Promotion	$7,758
Information Technology Expenses	$0
Insurance Expenses	$2,854
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$20,483
Professional Fundraising Expenses	$0

Revenue
Contributions	$2,489,952
Government Grants	$0
Program Services	$0
Investments	$26,409
Special Events	$552
Sales	$0
Other	$0
Total Revenue	$2,516,913

Expenses
Program Services	$2,183,223
Administration	$87,684
Fundraising	$292,666
Total Expenses	$2,563,573
Net Gain/Loss	($46,660)

Functional expenses
Accounting Fees	$62,814
Advertising & Promotion	$6,303
Information Technology Expenses	$0
Insurance Expenses	$2,381
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$17,777
Professional Fundraising Expenses	$0

Revenue
Contributions	$2,925,225
Government Grants	$0
Program Services	$0
Investments	$44,138
Special Events	($11,177)
Sales	$0
Other	$0
Total Revenue	$2,958,186

Expenses
Program Services	$2,074,396
Administration	$104,584
Fundraising	$291,151
Total Expenses	$2,470,131
Net Gain/Loss	$488,055

Functional expenses
Accounting Fees	$62,813
Advertising & Promotion	$5,411
Information Technology Expenses	$0
Insurance Expenses	$2,455
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$14,686
Professional Fundraising Expenses	$0

Revenue
Contributions	$1,831,520
Government Grants	$0
Program Services	$0
Investments	$42,839
Special Events	($33,191)
Sales	$0
Other	$0
Total Revenue	$1,841,168

Expenses
Program Services	$2,216,412
Administration	$107,833
Fundraising	$267,211
Total Expenses	$2,591,456
Net Gain/Loss	($750,288)

Functional expenses
Accounting Fees	$68,174
Advertising & Promotion	$10,047
Information Technology Expenses	$0
Insurance Expenses	$2,455
Interest Expenses	$0
Investment Management Fees	$430
Legal Fees	$0
Pension Plan Contributions	$15,811
Professional Fundraising Expenses	$0

Revenue
Contributions	$3,077,017
Government Grants	$0
Program Services	$0
Investments	$63,236
Special Events	($18,934)
Sales	$0
Other	$0
Total Revenue	$3,121,319

Expenses
Program Services	$2,266,900
Administration	$175,428
Fundraising	$196,203
Total Expenses	$2,638,531
Net Gain/Loss	$482,788

Functional expenses
Accounting Fees	$66,377
Advertising & Promotion	$7,547
Information Technology Expenses	$0
Insurance Expenses	$2,456
Interest Expenses	$0
Investment Management Fees	$3,183
Legal Fees	$0
Pension Plan Contributions	$14,903
Professional Fundraising Expenses	$0

Revenue
Contributions	$1,976,115
Government Grants	$85,265
Program Services	$0
Investments	$35,727
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$2,097,107

Expenses
Program Services	$1,945,594
Administration	$243,291
Fundraising	$241,247
Total Expenses	$2,430,132
Net Gain/Loss	($333,025)

Functional expenses
Accounting Fees	$54,038
Advertising & Promotion	$5,597
Information Technology Expenses	$0
Insurance Expenses	$2,252
Interest Expenses	$0
Investment Management Fees	$950
Legal Fees	$0
Pension Plan Contributions	$13,471
Professional Fundraising Expenses	$0

Revenue
Contributions	$2,494,091
Government Grants	$142,246
Program Services	$0
Investments	$37,392
Special Events	($11,982)
Sales	$0
Other	$0
Total Revenue	$2,661,747

Expenses
Program Services	$1,997,502
Administration	$205,733
Fundraising	$280,544
Total Expenses	$2,483,779
Net Gain/Loss	$177,968

Functional expenses
Accounting Fees	$86,093
Advertising & Promotion	$3,382
Information Technology Expenses	$0
Insurance Expenses	$2,456
Interest Expenses	$0
Investment Management Fees	$8,270
Legal Fees	$0
Pension Plan Contributions	$21,855
Professional Fundraising Expenses	$0

Revenue
Contributions	$2,007,410
Government Grants	$0
Program Services	$0
Investments	$48,752
Special Events	($12,527)
Sales	$0
Other	$0
Total Revenue	$2,043,635

Expenses
Program Services	$1,896,660
Administration	$196,686
Fundraising	$299,835
Total Expenses	$2,393,181
Net Gain/Loss	($349,546)

Functional expenses
Accounting Fees	$79,274
Advertising & Promotion	$4,516
Information Technology Expenses	$0
Insurance Expenses	$2,483
Interest Expenses	$0
Investment Management Fees	$7,159
Legal Fees	$0
Pension Plan Contributions	$9,863
Professional Fundraising Expenses	$0

Cedar Valley United Way

Balance sheet

Fiscal Year: Jan 01 - Dec 31

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: Download Data

Assets	Jan 01, 2008	Dec 31, 2008	Change
Contributions	$2,807,281
Cash & Equivalents	$1,009,033	$1,019,718	$10,685
Accounts Receivable	$0	$0	$0
Pledges & Grants Receivable	$1,554,033	$1,900,922	$346,889
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$14,828	$32,842	$18,014
Other	$30,420	$34,003	$3,583
Total Assets	$2,608,314	$2,987,485	$379,171

Liabilities	Jan 01, 2008	Dec 31, 2008	Change
Accounts Payable	$28,290	$33,025	$4,735
Grants Payable	$941,726	$1,126,408	$184,682
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$970,016	$1,159,433	$189,417

Fund balance	Jan 01, 2008	Dec 31, 2008	Change
Temporarily Restricted Net Assets	$1,376,491	$1,376,176	-$315
Permanently Restricted Net Assets	$0	$0	$0
Total Restricted Net Assets	$1,376,491	$1,376,176	($315)
Unrestricted Net Assets	$261,807	$451,876	$190,069
Net Assets	$1,638,298	$1,828,052	$189,754

Assets	Jan 01, 2009	Dec 31, 2009	Change
Contributions	$2,770,471
Cash & Equivalents	$1,019,718	$1,137,965	$118,247
Accounts Receivable	$0	$0	$0
Pledges & Grants Receivable	$1,900,922	$1,776,414	($124,508)
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$32,842	$33,813	$971
Other	$34,003	$32,045	($1,958)
Total Assets	$2,987,485	$2,980,237	($7,248)

Liabilities	Jan 01, 2009	Dec 31, 2009	Change
Accounts Payable	$33,025	$23,861	($9,164)
Grants Payable	$1,126,408	$1,134,329	$7,921
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$1,159,433	$1,158,190	($1,243)

Cedar Valley United Way

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

This snapshot of Cedar Valley United Way’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

Fiscal year: Jan 01 - Dec 31 View full report Download data

Business model indicators

Profitability	2018	2019	2020	2021	2022
Unrestricted surplus (deficit) before depreciation	$30,050	$27,580	$24,686	$165,616	-$344,502
As % of expenses	1.2%	1.0%	1.0%	6.7%	-14.4%
Unrestricted surplus (deficit) after depreciation	$21,850	$21,085	$19,117	$162,885	-$347,038
As % of expenses	0.8%	0.8%	0.8%	6.6%	-14.5%

Revenue composition
Total revenue (unrestricted & restricted)	$1,841,168	$3,121,319	$2,097,107	$2,661,747	$2,043,635
Total revenue, % change over prior year	-37.8%	69.5%	-32.8%	26.9%	-23.2%
Program services revenue	0.0%	0.0%	0.0%	0.0%	0.0%
Membership dues	0.0%	0.0%	0.0%	0.0%	0.0%
Investment income	1.7%	1.8%	1.7%	1.4%	2.4%
Government grants	0.0%	0.0%	4.1%	5.3%	0.0%
All other grants and contributions	97.7%	98.0%	94.2%	93.3%	97.6%
Other revenue	0.6%	0.2%	0.0%	0.0%	0.0%

Expense composition
Total expenses before depreciation	$2,583,256	$2,632,036	$2,424,563	$2,481,048	$2,390,645
Total expenses, % change over prior year	4.8%	1.9%	-7.9%	2.3%	-3.6%
Personnel	14.9%	15.1%	17.1%	17.0%	18.4%
Professional fees	4.1%	3.5%	3.0%	4.3%	3.7%
Occupancy	1.8%	1.7%	2.2%	2.0%	2.2%
Interest	0.0%	0.0%	0.0%	0.0%	0.0%
Pass-through	74.8%	75.7%	73.0%	73.0%	70.7%
All other expenses	4.4%	4.1%	4.8%	3.8%	4.9%

Full cost components (estimated)	2018	2019	2020	2021	2022
Total expenses (after depreciation)	$2,591,456	$2,638,531	$2,430,132	$2,483,779	$2,393,181
One month of savings	$215,271	$219,336	$202,047	$206,754	$199,220
Debt principal payment	$0	$0	$0	$0	$0
Fixed asset additions	$0	$0	$0	$0	$0
Total full costs (estimated)	$2,806,727	$2,857,867	$2,632,179	$2,690,533	$2,592,401

Capital structure indicators

Liquidity	2018	2019	2020	2021	2022
Months of cash	7.5	7.7	9.6	8.6	8.1
Months of cash and investments	8.7	11.0	11.7	11.2	10.3
Months of estimated liquid unrestricted net assets	3.4	3.5	3.9	4.6	3.0

Balance sheet composition	2018	2019	2020	2021	2022
Cash	$1,617,518	$1,693,377	$1,942,706	$1,769,726	$1,621,201
Investments	$245,432	$728,359	$414,996	$536,332	$423,890
Receivables	$627,060	$745,542	$371,975	$592,601	$495,922
Gross land, buildings, equipment (LBE)	$94,647	$99,993	$80,382	$80,382	$80,170
Accumulated depreciation (as a % of LBE)	85.1%	87.1%	90.8%	94.2%	95.6%
Liabilities (as a % of assets)	41.2%	37.2%	37.9%	36.2%	44.8%
Unrestricted net assets	$754,660	$775,745	$794,862	$957,747	$610,709
Temporarily restricted net assets	$733,540	N/A	N/A	N/A	N/A
Permanently restricted net assets	$0	N/A	N/A	N/A	N/A
Total restricted net assets	$733,540	$1,283,137	$949,531	$976,371	$885,525
Total net assets	$1,488,200	$2,058,882	$1,744,393	$1,934,118	$1,496,234

Key data checks

Key data checks	2018	2019	2020	2021	2022
Material data errors	No	No	No	No	No

Operations

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

Documents

Letter of Determination

Form 1023/1024 is not available for this organization

Principal Officer

Ms. Sheila Baird

Sheila Baird joined Cedar Valley United Way as President in 2005. She is a graduate of Viterbo College in Lacrosse, Wisconsin with a BS in Business Administration. She has been fortunate to lead the “2008 Cedar Valley Organization of the Year" through the period of most sustained growth for Cedar Valley United Way since the 1970's. Sheila has been named the 2008 Staff Leader of the Year by the University of Northern Iowa Humanics and received the 2009 Matt Parrott Integrity Award.\n\nPrior to joining Cedar Valley United Way, Sheila held a number of positions with Wells Fargo Bank, with her final position being a Licensed Business Banker having attained the Series 63 and 6 Licenses. While at Wells she received the National Sales and Service Award awarded to the top 1% of Wells Fargo employees.\n\nSheila was also a Development Associate for KUNI Public Radio at the University of Northern Iowa. Events she planned included a Live Prairie Home Companion Show in Clear Lake, the Blues Blowout Series, a BB King and his Legendary Friends show and the annual Wine & Tulips event.

Sr. Director of Community Investments

Debbie Roth

Number of employees

Source: IRS Form 990

Cedar Valley United Way

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation

Other

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.

Cedar Valley United Way

Board of directors
as of 11/16/2023

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

Dr. Lucas Cook

Cedar Valley Eye Care

Term: 2023 - 2024

Board co-chair

Dr. Steve Carignan

University of Northern Iowa / Gallagher Bluedorn Performing Arts Center

Term: 2024 - 2025

Steve Bernard

Cedar Falls Utilities

Gwenne Berry

University of Northern Iowa

Heather Bishop

John Deere

Anne Britson

Veridian Credit Union

Teresa Driscoll

PDCM Insurance

Denelle Gonnerman

Cedar Falls Schools

Marty Hannig

John Deere

David Harris

University of Northern Iowa Athletics

Jaclyne Heller

KWWL Television

Josh Horstman

Target

Donna Kitrick

Waterloo Community Schools

Ann Knudtson

US Bank

Quovadis Marshall

Hope City Church

Jeremia Matz

SCHEELS

Michelle Meaney

Community Bank and Trust

Jill Mejia

Isle Casino Hotel Waterloo

Nathan Miller

Beecher, Field, Walker, Morris, Hoffman & Johnson

Stephanie Mohorne

Waterloo Community Schools

Mersiha Mustedanagic

Vine Valley Real Estate

Erica Parks

CBE Companies

Dr. Andrew Richter

Christensen, Freeseman & Richter Orthodontics

Sandi Sommerfelt

Grow Cedar Valley

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? Yes
Board performance
Has the board conducted a formal, written self-assessment of its performance within the past three years? Not applicable

Organizational demographics

SOURCE: Self-reported; last updated 6/23/2023

Candid has made improvements to the race and ethnicity options.

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

Leadership

The organization's leader identifies as:

Race & ethnicity

White/Caucasian/European

Gender identity

Female

Sexual orientation

Heterosexual or straight

Disability status

Person without a disability

The organization's co-leader identifies as:

Race & ethnicity

White/Caucasian/European

Gender identity

Female, Not transgender (cisgender)

Sexual orientation

Heterosexual or straight

Disability status

Person without a disability

Race & ethnicity

Gender identity

Sexual orientation

Disability

We do not display disability information for organizations with fewer than 15 staff.

Equity strategies

Last updated: 06/23/2023

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

Data

We analyze disaggregated data and root causes of race disparities that impact the organization's programs, portfolios, and the populations served.
We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
We disaggregate data by demographics, including race, in every policy and program measured.
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 help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
We measure and then disaggregate job satisfaction and retention data by race, function, level, and/or team.
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.

Cedar Valley United Way

Live United

Mission

Is this your nonprofit?

Programs and results

Reports and documents

What we aim to solve

This profile needs more info.

Our programs

Community Impact

Education

Income

Health

Where we work

Awards

Our results

Evaluation documents

Number of community initiatives in which the organization participates

Totals By Year

Population(s) Served

Related Program

Type of Metric

Direction of Success

Context Notes

Total dollars received in contributions

Totals By Year

Population(s) Served

Related Program

Type of Metric

Direction of Success

Context Notes

Total number of grants awarded

Totals By Year

Population(s) Served

Related Program

Type of Metric

Direction of Success

Context Notes

Goals & Strategy

Reports and documents

Charting impact

What is the organization aiming to accomplish?

What are the organization's key strategies for making this happen?

What are the organization's capabilities for doing this?

What have they accomplished so far and what's next?

How we listen

Financials

Financial documents

Revenue vs. expenses: breakdown

Liquidity in 2022 info

1.68

Months of cash in 2022 info

8.1

Fringe rate in 2022 info

22%

Funding sources info

Assets & liabilities info

Financial data

Digitizing IRS form 990 data

Cedar Valley United Way

Cedar Valley United Way

Cedar Valley United Way

Business model indicators

Capital structure indicators

Key data checks

Operations

Documents

Principal Officer

Ms. Sheila Baird

Sr. Director of Community Investments

Debbie Roth

Number of employees

Cedar Valley United Way

Compensation data

Cedar Valley United Way

Board of directors data

Dr. Lucas Cook

Dr. Steve Carignan

Board leadership practices

Board orientation and education

Liquidity in 2022

Months of cash in 2022

Fringe rate in 2022

Funding sources

Assets & liabilities