Cedar Valley United Way logo

Cedar Valley United Way

WATERLOO, IA EIN: 42-0801846 Website

Cedar Valley United Way is a nonprofit organization based in Waterloo, Iowa, founded in 1923. The organization operates as a community resource organizer and problem-solver, leveraging financial contributions, community expertise, in-kind contributions, and partnerships to create impact in the Cedar Valley region. The organization employs a staff of 5-8 people and maintains a unique fund distribution and community planning process that engages community members and experts to assess community needs and evaluate program effectiveness.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.7M

+17.0% YoY

Annual Giving

$1.3M

+0.0% YoY

Grant Count

38

+18.8% YoY

Avg Grant Size

$35K

-15.8% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

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

Vision: To be the leader in building caring and vital relationships throughout the greater Cedar Valley region to produce results, gather and disperse community resources, and yield measurable impact.

Cedar Valley United Way focuses on three primary building blocks for a good life:

  • Education: Directing resources so children are prepared to succeed in school, young people graduate from high school, and young adults make successful transitions from high school to work life.

  • Income & Financial Stability: Promoting financial stability and self-sufficiency for individuals and families.

  • Health: Encouraging healthy behaviors that empower individuals to reduce substance abuse, child abuse, and domestic violence. The organization emphasizes preventative healthcare, including maternal health and infant well-being, and seeks improved access to mental health services.

Grantmaking

Cedar Valley United Way distributes grants to nonprofit organizations and programs aligned with its focus areas. Based on recent filings:

Review Cycle

The organization employs a rigorous evaluation process where volunteers and staff assess the extent of community need and verify each agency and program's ability to provide effective solutions. Grant decisions are made through careful planning to ensure resources go where they will do the most good.

Ready to take the next step with Cedar Valley United Way?

Geographic Focus

Where this funder awards grants

Cedar Valley United Way primarily funds in Iowa, with some activity noted in Georgia. The organization serves the greater Cedar Valley region, which includes communities in the Waterloo and Cedar Falls area.

Grant Distribution by State

2states

States

Cities

AMERICUSCEDAR FALLSCEDAR RAPIDSDES MOINESDUBUQUEMARSHALLTOWNWATERLOOWAVERLY

Financial History

Multi-year comparison from IRS filings

Most Recent Financial Data (2023-2024):

Metric Amount
Total Assets $2,684,031
Total Revenues $2,030,666 (2023)
Total Expenses $2,204,037 (2023)
Total Giving $1,371,765 (2024)

Tax Status: 501(c)(3) organization; tax-exempt since December 1957; EIN: 42-0801846

Rating: Four-Star charity with a 100% score on accountability and finance metrics.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$732K$1M$2M$3M20202021202220232024
Metric202420232022
Total Assets$2,684,031$2,293,494$2,712,729
Revenue$2,577,151$2,030,666$2,043,635
Expenses$2,115,798$2,204,037$2,393,181
Qualifying Distributions
Net Investment Income$77,628$66,578$48,752
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$424K$848K$1M$2M39 grants202035 grants202133 grants202232 grants202338 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ALLEN HOSPITAL$284KSUCCESSLINK$111KPEOPLES COMMUNITY HEALTH…$92KOPERATION THRESHOLD$78KGRIN & GROW LTD$65KSALVATION ARMY$62K1619 FREEDOM SCHOOL$55KCEDAR VALLEY FRIENDS OF …$49KRIVERVIEW CENTER INC$40KIOWA JAG INC$38K

Grant Size Distribution

177 grants across all recorded years

137<$50K21$50–100K16$100–250K3$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from Cedar Valley United Way

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

  • Debbie Roth: President
  • Sheila Baird: Sr. Director of Community Investments

The organization has a history of engaging community leaders through its Campaign Chair program, which has included prominent business and nonprofit leaders from the Cedar Valley.

Compensation Overview

From 2024 IRS filing

DEBBIE ROTHPRESIDENT$95K

From 2024 filing

NameTitleHoursCompensation
DEBBIE ROTHPRESIDENT40$94,503
STEVE CARIGNANCHAIR1
DR LUCAS COOKPAST CHAIR1
NATHAN MILLERVICE CHAIR0.5
MICHELLE MEANYTREASURER0.5
HEATHER BISHOPSECRETARY0.5
ERICA PARKSDIRECTOR0.5
CODY STOPPELDIRECTOR0.5
GWENNE BERRYDIRECTOR0.5
ANNE BRITSONDIRECTOR0.5
TERESA DRISCALLDIRECTOR0.5
GRETCHEN STEUERDIRECTOR0.5
MARTY HANNIGDIRECTOR0.5
JACLYNE HELLERDIRECTOR0.5
JOSHUA HORSTMANDIRECTOR0.5
DONNA KITRICKDIRECTOR0.5
AMY SCHMIDTDIRECTOR0.5
JEREMIA MATZDIRECTOR0.5
SANDI SOMMERFELTDIRECTOR0.5
QUORADIS MARSHALLDIRECTOR0.5
ANDREW RICHTERDIRECTOR0.5
AMY ROUSSELOWDIRECTOR0.5
VINCENT COLLISDIRECTOR0.5
DANA GROVODIRECTOR0.5
DENELLE GONNERMANFORMER DIRECTOR0.5
ANNE KNUDTSONFORMER DIRECTOR0.5
JILL MEJIAFORMER DIRECTOR0.5
STEVE BERNARDFORMER DIRECTOR0.5

Recent News & Activity

Recent developments and announcements

2025

Cedar Valley United Way announced $1.3 million in grants awarded for the 2025-2026 grant cycle

Cedar Valley United Way announces $1.3 million in grants awarded

The organization announced investments in health programs

CEDAR VALLEY UNITED WAY ANNOUNCES INVESTMENTS IN HEALTH PROGRAMS | Cedar

Cedar Valley United Way achieved a record campaign in recent years

Cedar Valley United Way announces $1.3 million in grants awarded

Grant funding applications have been solicited with deadlines in February

United Way grant funding applications due by Feb. 26

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

What could you do with Cedar Valley United Way on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities