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Community Development : United Ways (Grantmaking/Grants Payable)

Cedar Valley United Way

Live United

four stars

93.12

425 Cedar Street Suite 300
Waterloo, IA 50701
tel: (319) 235-6211   Web Site
EIN: 42-0801846

Board Leadership
David Harris
Chair

CEO
Sheila Baird
President

  Score
(out of 100)
Rating
Overall Score & Rating 93.12 four stars
  Financial 93.26 four stars
  Accountability & Transparency 93.00 four stars
This rating was published 04/01/2021 and includes data from FY2019, the most recent 990 received at that time.

Cedar Valley United Way's mission is to be a responsive leader in building caring and vital relationships throughout the Cedar Valley. Through being accountable and focused on our relationships, we will produce positive impact and yield measurable results. Our active role will add value to communities throughout the greater Cedar Valley. Cedar Valley United Way has a unique fund distribution and community planning process that calls on volunteers and staff to determine the extent of need in our community and assess each agency and program to verify its ability to provide an effective safety net for individuals and families. With careful planning, they make sure the resources at their disposal, including dollars, volunteers and in-kind services, go where they will do the most good and help make the Cedar Valley a better place to live.

Cedar Valley United Way's mission is to be a responsive leader in building caring and vital relationships throughout the Cedar Valley. Through being accountable and focused on our relationships, we will produce positive impact and yield measurable results. Our active role will add value to communities throughout the greater Cedar Valley. Cedar Valley United Way has a unique fund distribution and community planning process that calls on volunteers and staff to determine the extent of need in our community and assess each agency and program to verify its ability to provide an effective safety net for individuals and families. With careful planning, they make sure the resources at their disposal, including dollars, volunteers and in-kind services, go where they will do the most good and help make the Cedar Valley a better place to live.

Financial

four stars

93.26

Accountability & Transparency

four stars

93.00

This rating was published 04/01/2021 and includes data from FY2019, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
85.1%
  Administrative Expenses 5.0%
  Fundraising Expenses 9.7%
  Fundraising Efficiency $0.09
  Working Capital Ratio (years) 0.80
  Program Expenses Growth 1.3%
  Liabilities to Assets 37.1%
All data for Financial Performance Metrics calculations was provided by Cedar Valley United Way on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Cedar Valley United Way on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Cedar Valley United Way (IA) 93.12 four stars
United Way of South Hampton Roads (VA) 89.30 three stars
United Way of Kennebec Valley (ME) 94.93 four stars
United Way of Greater Milwaukee & Waukesha County (WI) 92.46 four stars
United Way Worldwide (VA) 94.69 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $3,044,544
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $32,473
   Related Organizations $0
   Government Grants $0
Total Contributions $3,077,017
   Program Service Revenue $0
Total Primary Revenue $3,077,017
   Other Revenue $44,302
TOTAL REVENUE $3,121,319
   
EXPENSES  
   Program Expenses $2,266,900
   Administrative Expenses $175,428
   Fundraising Expenses $196,203
TOTAL FUNCTIONAL EXPENSES $2,638,531
   
Payments to Affiliates $29,307
Excess (or Deficit) for the year $482,788
   
Net Assets $2,058,882

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Common Good $1,992,165 87.9%
Community Needs $274,735 12.1%

Ratings History
Cedar Valley United Way has received 2 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-12 04/01/2021 93.12 four stars
2018-12 10/01/2019 90.12 four stars
2017-12 12/01/2018 88.50 three stars
2016-12 03/01/2018 85.77 three stars
2015-12 05/01/2017 83.76 three stars
2014-12 06/01/2016 88.15 three stars
 
CN 2.0
2014-12 12/22/2015 87.09 three stars
2013-12 07/01/2015 91.71 four stars
2012-12 03/01/2014 81.39 three stars
2011-12 10/01/2013 88.37 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 42-0801846
Name in IRS Master File CEDAR VALLEY UNITED WAY
NTEE Code T70
NTEE Classification Fund Raising Organizations That Cross Categories
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date December, 1957
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
Compensation % of Expenses Paid to Title
$93,320 3.53% Sheila Baird President

Highly Rated

Charity Name & State Overall Score Overall Rating
Cedar Valley United Way (IA) 93.12 four stars
United Way of Massachusetts Bay and Merrimack Valley (MA) 89.31 three stars
United Way of Ponca City (OK) 88.91 three stars
United Way of Addison County (VT) 95.17 four stars
Greater Twin Cities United Way (MN) 89.20 three stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Cedar Valley United Way
425 Cedar Street
Suite 300
Waterloo, IA 50701
tel: (319) 235-6211
fax: (319) 233-6963
EIN: 42-0801846

Visit Web Site

Board Leadership

David Harris
Chair

CEO

Sheila Baird
President

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