Waverly-shell Rock Area United Way

WAVERLY, IA EIN: 42-1098807 Website

RAISE AND DISTRIBUTE FUNDS TO TAX EXEMPT ORGANIZATIONS THAT PROVIDE HUMAN SERVICES FOR THE BETTERMENT OF THE RESIDENTS OF NORTHEAST IOWA.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$457K

+8.7% YoY

Annual Giving

$106K

-5.8% YoY

Grant Count

9

-10.0% YoY

Avg Grant Size

$12K

+4.7% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$103K$206K$309K$412K20202021202220232024
Metric202420232022
Total Assets$456,601$420,160$490,245
Revenue$374,195$279,277$328,304
Expenses$345,296$363,842$245,991
Qualifying Distributions
Net Investment Income$711$717$603
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$32K$63K$95K$126K10 grants202010 grants20219 grants202210 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

PATHWAYS BEHAVORIAL SERV…$25KNORTHEAST IOWA FOOD BANK$24KNORTHSTAR COMMUNITY SERV…$10KNE IA COMMUNITY ACTION$10KALL IN MENTORING$8KRIVERVIEW CENTER$8KLARRABEE CENTER$7KTOGETHER FOR YOUTH$7KHABITAT FOR HUMANITY$6K

Grant Size Distribution

48 grants across all recorded years

48<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Waverly-shell Rock Area United Way fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
RENEE VOVESPRESIDENT2
SUE RANDTREASURER2
JEAN BUCKINGHAMSECRETARY2
JOEL BECKERDIRECTOR2
BETHANY CHRISTIANSDIRECTOR2
AMY DERIFIELDDIRECTOR2
TYLER HOMEISTERDIRECTOR2
HAYLIE KRUMWIEDEDIRECTOR2
DEB LORDDIRECTOR2
SAMANTHA PREUSERDIRECTOR2
TRACI MAGSAMENDIRECTOR2
TIFFANY SCHRAGEDIRECTOR2
BECKY PROSTINEDIRECTOR2
DWANE WATERBURYDIRECTOR2
DEREK SOLHEIMDIRECTOR2
MICHAEL GLEASONDIRECTOR2
ROSE ZEPEDADIRECTOR2
MIKE BLAIRDIRECTOR2

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

DES MOINESDESMOINESWATERLOOWAVERLY

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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