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Community Development : United Ways (Grantmaking)

Cedar Valley United Way

Live United

three stars

85.77

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

Board Leadership
Jim McKernan
Chair

CEO
Sheila Baird
President

  Score
(out of 100)
Rating
Overall Score & Rating 85.77 three stars
  Financial 79.88 two stars
  Accountability & Transparency 100.00 four stars
This rating was published 03/01/2018 and includes data from FY2016, 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

two stars

79.88

Accountability & Transparency

four stars

100.00

This rating was published 03/01/2018 and includes data from FY2016, 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)
84.6%
  Administrative Expenses 4.6%
  Fundraising Expenses 10.7%
  Fundraising Efficiency $0.11
  Working Capital Ratio (years) 0.66
  Program Expenses Growth -2.7%
  Liabilities to Assets 37.8%
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) 85.77 three stars
United Way of Bucks County (PA) 90.07 four stars
United Way of Hancock County (OH) 86.78 three stars
United Way of Bay County (MI) 87.94 three stars
United Way of Central West Virginia (WV) 91.73 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,465,777
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $24,175
   Related Organizations $0
   Government Grants $0
Total Contributions $2,489,952
   Program Service Revenue $0
Total Primary Revenue $2,489,952
   Other Revenue $26,961
TOTAL REVENUE $2,516,913
   
EXPENSES  
   Program Expenses $2,183,223
   Administrative Expenses $87,684
   Fundraising Expenses $292,666
TOTAL FUNCTIONAL EXPENSES $2,563,573
   
Payments to Affiliates $30,602
Excess (or Deficit) for the year $-46,660
   
Net Assets $1,780,296

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.

Due to an error on this organization's Form 990, we are unable to display program information.

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
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, 2016
  • December, 2015
  • December, 2014
  • December, 2013
  • December, 2012

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

Compensation % of Expenses Paid to Title
$91,403 3.56% Sheila Baird President

Highly Rated

Charity Name & State Overall Score Overall Rating
Cedar Valley United Way (IA) 85.77 three stars
United Way of Greater Chattanooga (TN) 89.00 three stars
United Way of Rockland County (NY) 88.65 three stars
Valley of the Sun United Way (AZ) 91.75 four stars
United Way of Northeast Mississippi (MS) 90.35 four 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

Jim McKernan
Chair

CEO

Sheila Baird
President

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