Marshalltown Area United Way logo

Marshalltown Area United Way

Public charity · Grantmaker Marshalltown, IA EIN: 42-0871626 Website

Marshalltown Area United Way (MAUW) is a public charity based in Marshalltown, Iowa. It raises and distributes charitable contributions to support community agencies and programs serving Marshall County residents, with work spanning education, health, and financial stability.

Key facts about Marshalltown Area United Way

In short: Marshalltown Area United Way gave $606K across 19 grants in 2026 (avg $32K), mostly in Iowa. 0% of 2026 grantees were new. Source: 2026 IRS Form 990.

EIN
42-0871626
Latest 990 filing
Form 990, 2026
Annual giving (2026)
$606,023
Grants made (2026)
19
Average grant
$31,896
Median grant
$26,900
New grantees (estimate)
0% first-time grantees (0 of 18, 2026)
Total assets
$1,208,669
Primary geography
Iowa (100% of itemized 2026 grant dollars)
How to apply
The agency portal instructions require applicants to create or use an account to submit an application. Full details ↓

Data from IRS Form 990, 2026; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2026 IRS Form 990 · View filing

Total Assets

$1.2M

+5.4% YoY

Annual Giving

$606K

-6.4% YoY

Grant Count

19

-17.4% YoY

Avg Grant Size

$32K

+13.3% YoY

Is Marshalltown Area United Way open to new grantees?

0%

first-time grantees, 2026

In 2026, 0 of 18 grantees (0%) were first-time recipients. How we count

  • 100% of 2026 grantees were also funded in 2025. Method
  • Giving fell 25% from 2023 to 2026. Method

Estimate from itemized grant lists in IRS Form 990 filings (2020–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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

Mission & Focus Areas

MAUW’s stated mission is “to provide a mechanism to encourage charitable giving, to facilitate the distribution of gifts to member agencies that will enhance the quality of life for all Marshall County residents.” Its website identifies Education, Health, and Financial Stability as its three pillars and also describes promoting and facilitating volunteerism as part of its work.

MAUW distributes contributions to nonprofit organizations in the community. Examples of grantees’ stated missions illustrate the range of services supported: Iowa River Hospice says it provides hospice care and bereavement support; House of Compassion says it provides food and shelter for people with low incomes and people experiencing homelessness; and Iowa Legal Aid says it provides free legal help to protect housing, safety, and income. Access, Inc. says it supports people with disabilities in pursuing goals at home, at work, and in the community.

Grantmaking

In filing year 2026, MAUW reported 19 grants totaling $606,023. Grant amounts ranged from $6,994 to $114,200, with a median grant of $26,900.

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Geographic Focus

Where this funder awards grants

MAUW’s stated mission concerns Marshall County residents. Its 2026 filing reports that 100% of grant dollars went to recipients in Iowa; the listed grants include recipients in Marshalltown and elsewhere in Iowa.

Grant Distribution by State

1state

Share of all 19 itemized 2026 grant dollars.

States

Cities

MarshalltownDes MoinesAmesCedar RapidsLegrandWaterlooConradGrundy CenterStory CityUrbandale

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M27 grants202027 grants202117 grants202225 grants202321 grants202423 grants202519 grants2026

From 2020 to 2026, annual grant giving ranged from $460K (2022) to $805K (2023). In 2026 it made 19 grants totaling $606K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2026

Child Abuse Prevention Services Inc: $114KChild Abuse PreventionServices Inc$114KSalvation Army: $67KSalvation Army$67KCirsi: $57KCirsi$57KYouth and Shelter Services of Marshall County: $45KYouth and Shelter Services ofMarshall County$45KAccess: $40KAccess$40KBig Brothersbig Sisters Heart of Iowa: $38KBig Brothersbig Sisters Heartof Iowa$38KHomelessness Task Force: $37KHomelessness Task Force$37KIowa River Hospice: $30KIowa River Hospice$30KArc of Marshall County: $30KArc of Marshall County$30KMid-Iowa Workshops: $27KMid-Iowa Workshops$27K

The largest 2026 recipient was Child Abuse Prevention Services Inc ($114K). Together the top 10 received $485K.

Grant Size Distribution

105 grants across all recorded years

86<$50K16$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 86 grants of 105 (82%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Child Abuse Prevention Services Inc Marshalltown, IABuilding healthy families, sexual abuse prevention & crisis child care$114,200
Salvation Army Marshalltown, IASocial Services$66,991
Cirsi Marshalltown, IAHousing Needs, Upkeep and Repairs$57,200
Youth and Shelter Services of Marshall County Marshalltown, IACrisis intervention, hispanic outreach, school based, transitional living, fadss, w. Marshall kids club$45,000
Access Ames, IAAssault Care Center$40,400
Big Brothersbig Sisters Heart of Iowa Marshalltown, IAYouth Intervention-Mentoring$38,000
Homelessness Task Force Marshalltown, IATo aid in the fight against homelessness including rent assistance.$36,523
Iowa River Hospice Marshalltown, IABereavment Program$30,000
Arc of Marshall County Marshalltown, IAWeekly and Summer Programming$29,900
Mid-Iowa Workshops Marshalltown, IAJob Opportunitites Initiative for Mentally/Physically Challenged.$26,900

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants reported
2026 $1,208,669 $922,983 $840,288 $606,023 (19 grants)
2025 $1,147,066 $970,021 $903,671 $647,301 (23 grants)
2024 $1,157,981 $906,392 $845,659 $578,414 (21 grants)

The organization’s 2025 filing narrative says its endowment principal is to remain in perpetuity, with 75% of investment earnings allocated to the annual campaign and 25% retained in the endowment for reinvestment.

Revenue
Expenses
Net Investment Income
$0$500K$1M$1.5M2020202120222023202420252026
Metric202620252024
Total Assets$1,208,669$1,147,066$1,157,981
Revenue$922,983$970,021$906,392
Expenses$840,288$903,671$845,659
Net Investment Income$25,904$21,005$10,534

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS August 16, 2020)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS August 10, 2021)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS July 12, 2022)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS August 15, 2023)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS August 8, 2024)
  6. Updated Form 990 for fiscal year 2025 (received by the IRS August 12, 2025)
  7. Added Form 990 for fiscal year 2026 (received by the IRS August 11, 2026)

Leadership & Key People

Leadership team and compensation from IRS filings

The 2026 filing lists Kendra Sorensen as executive director and Sam Upah as president. It lists Gail Hull, Mark Ny Meyer, Sandra Alcala, Jaymee Mann, Joel Phillips, Jordan Gaffney, Kiel Stevenson, and Shauna Smith as board members.

Marshalltown Area United Way is led by Kendra Sorensen, Executive Director on every filing since 2021; none of the 18 officers listed in 2026 report compensation.

Officers on the 2026 filing

  • Kendra Sorensen

    Executive Director

    On filings since 2021

    40 hrs/week

    $55K (2022) → $0 (2026)

  • Sam Upah

    President

    Treasurer → Vice President, 2023

    Vice President → President, 2025

    On filings since 2020

    No compensation reported

  • Gabriela Vargas-Avalos

    Board Member

    On filings since 2020

    No compensation reported

  • Gail Hull

    Board Member

    On filings since 2020

    No compensation reported

  • Kiel Stevenson

    Board Member

    On filings since 2022

    No compensation reported

  • Mark Nymeyer

    Board Member

    On filings since 2022

    No compensation reported

  • Shauna Smith

    Board Member

    On filings since 2022

    No compensation reported

  • Justin Welter

    Board Member

    On filings since 2023

    No compensation reported

  • Sampson Songkhamdet

    Vice President

    Board Member → Vice President, 2025

    On filings since 2023

    No compensation reported

  • Abigail Casey

    Treasurer

    Board Member → Treasurer, 2026

    On filings since 2025

    No compensation reported

  • Becky Jacobson

    Board Member

    On filings since 2025

    No compensation reported

  • Jaymee Mann

    Board Member

    On filings since 2025

    No compensation reported

  • Joel Phillips

    Board Member

    On filings since 2025

    No compensation reported

  • Jordan Gaffney

    Board Member

    On filings since 2025

    No compensation reported

  • Kris Gilchrist-Dull

    Board Member

    On filings since 2025

    No compensation reported

  • Mickey McDonald

    Board Member

    On filings since 2025

    No compensation reported

  • Sandra Alcala

    Board Member

    On filings since 2025

    No compensation reported

  • Zachary Tomesch

    Board Member

    On filings since 2025

    No compensation reported

Former officers (19)
  • Former: Megan Mann (2023–2025) — Treasurer
  • Former: Brandon Buck (2020–2024) — Past President
  • Former: Crystal Estabrook (2020–2024) — Board Member
  • Former: Deb Kerr (2020–2024) — Board Member
  • Former: Gary McKibben (2020–2024) — Treasurer
  • Former: Katie Fink (2020–2024) — Board Member
  • Former: Matthew Brodin (2020–2024) — Board Member
  • Former: Nan Benson (2020–2024) — President
  • Former: Samuel Ibarra (2020–2024) — Board Member
  • Former: Toby Brimmer (2020–2024) — Board Member
  • Former: Geoff Hubbard (2022–2024) — Board Member
  • Former: Cristina Cervantes (2023–2024) — Board Member
  • Former: Lisa Koester (2020–2022) — Board Member
  • Former: Mark Henson (2020–2022) — Board Member
  • Former: Alicia Patten (2020–2021) — Board Member
  • Former: Chris Jones (2020–2021) — President
  • Former: Jennifer Hart (2020–2021) — Board Member
  • Former: Nancy Steveson (2020–2021) — Executive Director
  • Former: Terry Gray (2020–2021) — Past President

Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Kendra Sorensen — Executive Director: $65KKendra SorensenExecutive Director$65K

The highest reported compensation on the 2025 filing was $65K, to Kendra Sorensen (Executive Director).

Contact

Mailing address: 709 S Center Suite 135, Marshalltown, IA 50158
Phone: (641) 752-4688
Website: https://unitedwaymarshalltown.org

Frequently asked questions about Marshalltown Area United Way

How much does Marshalltown Area United Way give each year?

Marshalltown Area United Way gave $606K across 19 grants in 2026, according to its 2026 IRS Form 990. In 2025 it gave $647K across 23 grants.

What is Marshalltown Area United Way's typical grant size?

Marshalltown Area United Way's median grant in 2026 was $26,900, and its average grant was $31,896, across 19 grants on its 2026 IRS Form 990.

Where does Marshalltown Area United Way give grants?

Marshalltown Area United Way gives mostly in Iowa: 100% of the grant dollars itemized on its 2026 IRS Form 990 went to recipients there. The most frequent recipient cities were Marshalltown, IA (15 grants) and Des Moines, IA (2 grants).

Does Marshalltown Area United Way give general operating support?

Not in 2026: none of the 19 grants with a stated purpose on Marshalltown Area United Way's 2026 IRS Form 990 were described as general or operating support.

Who are Marshalltown Area United Way's largest grantees?

Marshalltown Area United Way's largest 2026 grantees include Child Abuse Prevention Services Inc ($114,200), Salvation Army ($66,991) and Cirsi ($57,200), according to its 2026 IRS Form 990. Together they received 39% of its itemized 2026 grant dollars.

How large is Marshalltown Area United Way?

Marshalltown Area United Way reported $1.2M in total assets on its 2026 IRS Form 990. Its revenue that year was $923K.

What does Marshalltown Area United Way fund?

MAUW’s stated mission is “to provide a mechanism to encourage charitable giving, to facilitate the distribution of gifts to member agencies that will enhance the quality of life for all Marshall County residents.” See mission & focus areas ↑

How do I apply for a grant from Marshalltown Area United Way?

The agency portal instructions require applicants to create or use an account to submit an application. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Marshalltown Area United Way's EIN?

Marshalltown Area United Way's EIN (Employer Identification Number) is 42-0871626. IRS Form 990 filing data is available on this page for 2020–2026.

Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.

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