Waverly-Shell Rock Area United Way
Raise and distribute funds to tax exempt organizations that provide human services for the betterment of the residents of northeast Iowa.
Waverly-Shell Rock Area United Way at a glance
In short: Waverly-Shell Rock Area United Way gave $110K across 9 grants in 2025 (avg $12K), mostly in Iowa. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $110,000
- +4.1% vs 2024
- Grants made (2025)
- 9
- +0.0% vs 2024
- Average grant
- $12,222
- +4.1% vs 2024
- Median grant
- $8,500
- Total assets
- $431,351
- -5.5% vs 2024
- Primary geography
- Iowa (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Waverly-Shell Rock Area United Way funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Pathways Behavorial Services ($25K). Together the top 9 received $110K.
Grant Size Distribution
47 grants across all recorded years
The most common grant size was under $50K: 47 grants of 47 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
How Waverly-Shell Rock Area United Way gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $106K (2024) to $126K (2021). In 2025 it made 9 grants totaling $110K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Pathways Behavorial Services Waterloo, IA | Substance Abuse and Mental Health Counseling | $25,000 |
| Northeast Iowa Food Bank Waterloo, IA | General Support | $24,000 |
| Ne IA Community Action Waterloo, IA | Family Service Assistance | $12,000 |
| Northstar Community Services Waterloo, IA | General Support | $10,500 |
| All in Mentoring Waverly, IA | Mentoring Programs for Children | $8,500 |
| Larrabee Center Waverly, IA | General Support | $8,000 |
| Together for Youth Waverly, IA | General Support | $8,000 |
| Riverview Center Waterloo, IA | General Support | $8,000 |
| Freinds of the Family Waterloo, IA | General Support | $6,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $431,351 | $349,815 | $379,268 | $110,000 | 9 | $969 |
| 2024 | $456,601 | $374,195 | $345,296 | $105,700 | 9 | $711 |
| 2023 | $420,160 | $279,277 | $363,842 | $112,200 | 10 | $717 |
| 2022 | $490,245 | $328,304 | $245,991 | $110,500 | 9 | $603 |
| 2021 | $396,147 | $245,208 | $252,577 | $126,100 | 10 | $831 |
| 2020 | $428,516 | $323,263 | $250,842 | $126,100 | 10 | $1,065 |
About Waverly-Shell Rock Area United Way
Based on IRS filings
Waverly-Shell Rock Area United Way is a public charity, based in Waverly, IA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $431K in total assets. In 2025, it awarded 9 grants totaling $110K. Net investment income was $969.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Waverly-Shell Rock Area United Way is led by Amy Derifield, President since 2025 (on filings since 2022); none of the 18 officers listed in 2025 report compensation.
Officers on the 2025 filing
Amy Derifield
President
Director → President, 2025
On filings since 2022
2 hrs/week
No compensation reported
Rose Zepeda
Director
On filings since 2021
2 hrs/week
No compensation reported
Deb Lord
Director
On filings since 2022
2 hrs/week
No compensation reported
Sue Rand
Director
Director → Treasurer, 2023
Treasurer → Director, 2025
On filings since 2022
2 hrs/week
No compensation reported
Becky Prostine
Director
On filings since 2023
2 hrs/week
No compensation reported
Derek Solheim
Director
On filings since 2023
2 hrs/week
No compensation reported
Joel Becker
Director
On filings since 2023
2 hrs/week
No compensation reported
Mike Blair
Director
On filings since 2023
2 hrs/week
No compensation reported
Eleigh Davis
Director
New on the 2025 filing
2 hrs/week
No compensation reported
Heather Smith
Director
New on the 2025 filing
2 hrs/week
No compensation reported
James Johnson
Director
New on the 2025 filing
2 hrs/week
No compensation reported
Michael Spaulding
Director
New on the 2025 filing
2 hrs/week
No compensation reported
Mickey Bahlman
Director
New on the 2025 filing
2 hrs/week
No compensation reported
Monica Severson
Director
New on the 2025 filing
2 hrs/week
No compensation reported
Ranee Vevos
Director
New on the 2025 filing
2 hrs/week
No compensation reported
Zach Wells
Director
New on the 2025 filing
2 hrs/week
No compensation reported
Jean Buckingham
Secretary
Director → Secretary, 2021
On filings since 2020
2 hrs/week
No compensation reported
Emily McClimon
Treasurer
New on the 2025 filing
2 hrs/week
No compensation reported
Former officers (24)
- Former: Haylie Krumwiede (2020–2024) — Director
- Former: Michael Gleason (2020–2024) — Director
- Former: Tiffany Schrage (2020–2024) — Director
- Former: Traci Magsamen (2020–2024) — Director
- Former: Renee Voves (2021–2024) — President
- Former: Bethany Christians (2022–2024) — Director
- Former: Dwane Waterbury (2022–2024) — Director
- Former: Tyler Homeister (2022–2024) — Director
- Former: Samantha Preuser (2023–2024) — Director
- Former: Beth Burrow (2020–2022) — Treasurer
- Former: Coleen Baker (2020–2022) — Director
- Former: Alex Loy (2021–2022) — Director
- Former: Marquis Stephens (2022) — Director
- Former: Ben Dau (2020–2021) — Director
- Former: Brian Pins (2020–2021) — Director
- Former: Cory Stephens (2020–2021) — Director
- Former: Diane Chandler (2020–2021) — Director
- Former: Jade Sands (2020–2021) — Director
- Former: Jill Krall (2020–2021) — Executive Director
- Former: Marque Stephens (2020–2021) — Director
- Former: Patrick Feldhake (2020–2021) — Director
- Former: Lisa Hunt (2020) — Director
- Former: Missy Timmermans (2020) — Director
- Former: Steve Phyfe (2020) — Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Waverly-Shell Rock Area United Way
How much does Waverly-Shell Rock Area United Way give each year?
Waverly-Shell Rock Area United Way gave $110K across 9 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $106K across 9 grants.
What is Waverly-Shell Rock Area United Way's typical grant size?
Waverly-Shell Rock Area United Way's median grant in 2025 was $8,500, and its average grant was $12,222, across 9 grants on its 2025 IRS Form 990.
Where does Waverly-Shell Rock Area United Way give grants?
Waverly-Shell Rock Area United Way gives mostly in Iowa: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Waterloo, IA (6 grants) and Waverly, IA (3 grants).
Does Waverly-Shell Rock Area United Way give general operating support?
Yes: 67% of Waverly-Shell Rock Area United Way's 2025 grants with a stated purpose (6 of 9) were for general or operating support, per its 2025 IRS Form 990.
Who are Waverly-Shell Rock Area United Way's largest grantees?
Waverly-Shell Rock Area United Way's largest 2025 grantees include Pathways Behavorial Services ($25,000), Northeast Iowa Food Bank ($24,000) and Ne IA Community Action ($12,000), according to its 2025 IRS Form 990. Together they received 55% of its itemized 2025 grant dollars.
How large is Waverly-Shell Rock Area United Way?
Waverly-Shell Rock Area United Way reported $431K in total assets on its 2025 IRS Form 990. Its revenue that year was $350K.
What is Waverly-Shell Rock Area United Way's EIN?
Waverly-Shell Rock Area United Way's EIN (Employer Identification Number) is 42-1098807. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS July 21, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 17, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS February 18, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 18, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Waverly-Shell Rock Area United Way funds
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Similar Funders
Funders that support many of the same organizations
Otto Schoitz Foundation
Waterloo, IA
The Otto Schoitz Foundation funds efforts that improve health and wellbeing, including work on food access, housing, education, social services, and other root causes of health, with a preference for significant community benefit and impact in Waterloo. Its 2025 grants had a median of $25,000, with awards ranging from $100 to $800,000; it funds within a 30-mile radius of Waterloo. Organizations may apply online during an active grant cycle.
Assets
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Total Given
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Cedar Valley United Way
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Cedar Valley United Way funds education, financial stability, health, emergency and basic needs, and social innovation programs serving residents within 30 miles of Waterloo, Iowa. Its 2024 grants ranged from $5,037 to $283,632, with a median of about $20,000; emergency-needs requests are typically $10,000–$75,000. It accepts applications through online funding processes, with FY2027 program applications due February 26, 2026, and social innovation requests reviewed on a rolling basis.
Assets
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Grants
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Total Given
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Black Hawk County Gaming Association
Waterloo, IA
Black Hawk County Gaming Association funds community projects and charitable activities that strengthen quality of life, including development, education, housing, health care, youth services, parks, and cultural programs. Its 2026 grants had a median of $25,000 (ranging from $10,000 to $3,428,958), primarily for Black Hawk County, with limited funding for Bremer, Butler, and Grundy counties; it accepts letters of intent through its online portal, and full applications are by invitation.
Assets
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Total Given
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The Accel Foundation
Waverly, IA
The foundation funds charitable work in human services, education, food assistance, housing, and community support, primarily in Iowa, with some giving in Arizona. Its 2025 grants ranged from $60 to $10,000, with a median of $1,063. It does not accept unsolicited requests and gives only to preselected organizations.
Assets
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Max and Helen Guernsey Charitable Foundation
Cedar Falls, IA
The Max and Helen Guernsey Charitable Foundation funds social issues, education, family and community betterment, and health, recreation, and fitness, primarily in eight Iowa counties. Its typical grants are $1,000–$35,000, with a 2025 median of $16,000; it accepts applications through its online system once per year.
Assets
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Pauline R Barrett Charitable Foundation
St. Louis, MO
The Pauline R Barrett Charitable Foundation funds charitable organizations located in and serving residents of Black Hawk County, Iowa, across areas such as health, education, food access, housing, and community services. In 2025, grants ranged from $4,400 to $250,000, with a median of $25,000; the foundation accepts requests through an application form attached to a previously filed Form 990-PF.
Assets
$22.1M
Grants
22
Total Given
$1.1M
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