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.
Key facts about Waverly-Shell Rock Area United Way
- EIN
- 42-1098807
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $110,000
- Grants made (2025)
- 9
- Average grant
- $12,222
- Median grant
- $8,500
- Total assets
- $431,351
- Primary geography
- Iowa (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Waverly-Shell Rock Area United Way funds
By grant dollars, the top recipient states for Waverly-Shell Rock Area United Way's 9 itemized 2025 grants were Iowa (100%). The most frequent recipient cities were Waterloo, IA (6 grants) and Waverly, IA (3 grants). 67% of grants with a stated purpose were for general or operating support.
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-PF filings. Methodology.
Next steps with Waverly-Shell Rock Area United Way
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$431K
-5.5% YoY
Annual Giving
$110K
+4.1% YoY
Grant Count
9
+0.0% YoY
Avg Grant Size
$12K
+4.1% YoY
About Waverly-Shell Rock Area United Way
Based on IRS filings
Waverly-Shell Rock Area United Way is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, 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
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 9 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $431,351 | $456,601 | $420,160 |
| Revenue | $349,815 | $374,195 | $279,277 |
| Expenses | $379,268 | $345,296 | $363,842 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $969 | $711 | $717 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2025 (received by the IRS May 18, 2026)
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
Grant Size Distribution
47 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Pathways Behavorial Services ($25,000), Northeast Iowa Food Bank ($24,000), Ne IA Community Action ($12,000).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2021 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Amy Derifield | President | 2 | — |
| Emily McClimon | Treasurer | 2 | — |
| Jean Buckingham | Secretary | 2 | — |
| Joel Becker | Director | 2 | — |
| Mickey Bahlman | Director | 2 | — |
| Ranee Vevos | Director | 2 | — |
| Eleigh Davis | Director | 2 | — |
| James Johnson | Director | 2 | — |
| Deb Lord | Director | 2 | — |
| Monica Severson | Director | 2 | — |
| Michael Spaulding | Director | 2 | — |
| Heather Smith | Director | 2 | — |
| Becky Prostine | Director | 2 | — |
| Zach Wells | Director | 2 | — |
| Derek Solheim | Director | 2 | — |
| Sue Rand | Director | 2 | — |
| Rose Zepeda | Director | 2 | — |
| Mike Blair | Director | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Waverly-Shell Rock Area United Way?
Waverly-Shell Rock Area United Way is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in Waverly, IA. It holds $431K in total assets as of 2025.
How large is Waverly-Shell Rock Area United Way?
As of 2025, Waverly-Shell Rock Area United Way holds $431K in total assets with $350K in annual revenue. It awarded 9 grants totaling $110K in 2025.
Where does Waverly-Shell Rock Area United Way operate?
Waverly-Shell Rock Area United Way has awarded grants in Iowa.
What size grants does Waverly-Shell Rock Area United Way award?
In 2025, Waverly-Shell Rock Area United Way awarded 9 grants totaling $110K — an average of about $12K per grant, based on its IRS Form 990 filings.
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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.