Nonprofit · EIN 36-2167843
UNITED WAY OF ROCK RIVER VALLEY
Tax-exempt · ROCKFORD, IL 61103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,009,409 | $2,898,845 | $1,110,564 | $11,382,495 | $322,939 | $11,059,556 |
| June 30, 2024 | 990 | $3,619,821 | $3,141,559 | $478,262 | $9,746,473 | $363,223 | $9,383,250 |
| June 30, 2023 | 990 | $2,673,485 | $2,053,782 | $619,703 | $8,583,112 | $401,211 | $8,181,901 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,347,996
- of which government grants
- $997,591
- Program service revenue
- $0
- Investment income
- $309,108
- Other revenue
- $352,305
Expenses
- Grants and similar amounts paid
- $932,229
- Compensation of officers, directors and key employees
- $144,263
- Other salaries and wages
- $654,235
- Salaries, compensation and benefits (total)
- $1,022,326
- Professional fundraising fees
- $0
- Accounting fees
- $20,262
- Occupancy
- $11,029
- Travel
- $2,450
- Depreciation
- $6,847
- Program services (functional)
- $2,057,402
- Management and general (functional)
- $247,102
- Fundraising (functional)
- $594,341
Balance sheet and other
- Total assets, start of year
- $9,746,473
- Total assets, end of year
- $11,382,495
- Total liabilities, end of year
- $322,939
- Net assets, end of year
- $11,059,556
- Land, buildings and equipment
- $43,098
- Publicly traded securities
- $8,878,357
- Net assets without donor restrictions
- $7,068,568
- Net assets with donor restrictions
- $3,990,988
- Gross receipts
- $4,009,409
- Employees
- 14
- Volunteers
- 331
- Year formed
- 1920
- State of legal domicile
- IL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JULIE BOSMA | CEO Officer | 40 | $132,834 | $11,429 |
| MARK BALDWIN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JASON BLUME | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICK CIGANEK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DALE DICKINSON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ALLI BERNADI INSKO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EDWARD ZUROWSKI JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TERRI KNIGHT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CASEY LESTER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| EJ MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULIE O'ROURKE | INTERIM TREA Trustee or director, Officer | 1 | $0 | $0 |
| MARY SIMMONS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LA'KESHIA WINGO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR EBONY WRENN | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JULIE BOSMA | CEO Officer | 40 | $136,000 | $13,613 |
| THERESA MERRIMAN | FORMER CFO Officer | 40 | $99,992 | $19,044 |
| MARK BALDWIN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| TAMARA BUTLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICK CIGANEK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DALE DICKINSON | VICE CHAIR & Trustee or director, Officer | 1 | $0 | $0 |
| ALLI BERNADI INSKO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EDWARD ZUROWSKI JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TERRI KNIGHT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CASEY LESTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EJ MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULIE O'ROURKE | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| AMBER SANDERS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MARY SIMMONS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CAROL BRIGHAM | CFO Officer | 40 | $0 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JULIE BOSMA | CEO Officer | 40 | $130,428 | $13,381 |
| THERESA MERRIMAN | CFO Officer | 1 | $90,011 | $20,897 |
| MARK BALDWIN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| TAMARA BUTLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NANCY CHAMBERLAIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICK CIGANEK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DALE DICKINSON | VICE CHAIR & Trustee or director, Officer | 1 | $0 | $0 |
| ANNIE HOBSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALLI BERNADI INSKO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EDWARD ZUROWSKI JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TERRI KNIGHT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CASEY LESTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EJ MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULIE O'ROURKE | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| AMBER SANDERS | TREASURER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 612 N MAIN ST STE 300, ROCKFORD, IL 61103-6998
- Principal officer (990 for 2024)
- JULIE BOSMA, 612 N MAIN STREET SUITE 300, ROCKFORD, IL 61103
- Signed the 990
- JULIE BOSMA, CEO
- Phone
- (815) 968-5400
- Website
- WWW.UNITEDWAYRRV.ORG
- Return prepared by
- LUCAS GROUP CPAS ADVISORS LLC
Mission
UNITING THE COLLECTIVE POWER OF THE COMMUNITY TO IMPROVE LIVES.
Program accomplishments
- UNITED WAY COMMUNITY SERVICES - UNITED WAY 2-1-1 IS A 24 HOUR/7-DAY, INFORMATION AND REFERRAL HOTLINE THAT CONNECTS THOSE IN NEED TO AVAILABLE RESOURCES IN THE COMMUNITY. IT IS DESIGNED TO CONNECT RESIDENTS TO COMMUNITY RESOURCES FOR THEIR MOST CRITICAL NEEDS, 211 HAS FIELDED ALMOST 4,300 CALLS THIS YEAR FROM RESIDENTS OF WINNEBAGO COUNTY. THIS LINE IS FREE, CONFIDENTIAL, AND OPEN 24/7 AND CALLERS CAN GAIN ACCESS TO RESOURCES FOR RENT AND UTILITY ASSISTANCE, CHILDCARE, CLOTHING FOOD, MENTAL HEALTH CARE, AND MORE. UNITED WAY'S STRONG NEIGHBORHOODS INITIATIVE: THROUGH OUR STRONG NEIGHBOORHOOD HOUSES. UNITED WAY SUPPORTS THE WORK OF LOCAL NONPROFITS BY PROVIDING THEM SPACE FOR FREE. THE ORGANIZATIONS WERE STRATEGICALLY CHOSEN TO SERVE THE SURROUNDING COMMUNITY AS A REFLECTION OF NEED IN THAT AREA. FROM DRUG AWARENEXX TO SUICIDE PREVENTION TO HOUSING ACQUISITION SUPPORTS, EACH NONPROFIT SERVES TO ENHANCE AND BUILD UP THE NEIGHBOORHOODS WHERE THE HOUSES EXISTS.Expenses $906,915 · grants $906,915
- UNITED FOR LITERACY, ONLY 32% OF CHILDREN CAN READ AT GRADE LEVEL BY THE END OF THIRD GRADE. THIS IS A CRISIS THAT ADVERSELY AFFECTS THESE CHILDREN'S ABILITY TO SUCCEED IN SCHOOL, GRADUATE AND LEAD SUCCESSFUL ADULT LIVES. OUR BOLD GOAL THROUGH OUR UNITED FOR LITERACY INITIATIVE IS TO INCREASE OUR COUNTIES CHILDHOOD LITERACY RATE TO 75% BY THE YEAR 2034. WE DO THIS IN THE IMPACT AREAS OF READ ALOUDS, INCREASING PARENT INVOLVEMENT, WIDESPREAD BOOK DISTRIBUTION, INCREASING COMMUNITY AWARENESS ABOUT THE IMPORTANCE OF READING TO CHILDREN AND MORE. THIS PAST YEAR WE REACHED 20,000 CHILDREN, DISTRIBUTED 123,798 BOOKS, PROVIDED 70 LITERACY EVENTS FOR CHILDREN AND FAMILIES, FUNDED 11 REACH OUT AND READ ACTIVE CLINICS IN 4 HEALTHCARE SYSTEMS ACROSS THE COUNTY.Expenses $1,150,487
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 36-2167843
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1937
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T700)
- Assets (IRS master file)
- $11,382,495
- Income (IRS master file)
- $4,009,409
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,009,409 | $2,898,845 | $11,382,495 | XML |
| 990 | June 2024 | $3,619,821 | $3,141,559 | $9,746,473 | XML |
| 990 | June 2023 | $2,673,485 | $2,053,782 | $8,583,112 | XML |
| 990 | June 2022 | $2,824,737 | $2,344,073 | $7,403,125 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-2167843).
Questions about UNITED WAY OF ROCK RIVER VALLEY
- What is the EIN of UNITED WAY OF ROCK RIVER VALLEY?
- The employer identification number (EIN) of UNITED WAY OF ROCK RIVER VALLEY is 36-2167843.
- Is UNITED WAY OF ROCK RIVER VALLEY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1937.
- Are donations to UNITED WAY OF ROCK RIVER VALLEY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF ROCK RIVER VALLEY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF ROCK RIVER VALLEY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF ROCK RIVER VALLEY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITED WAY OF ROCK RIVER VALLEY?
- The 990 for the year ended June 30, 2025 names JULIE BOSMA.
- Who are the officers and directors of UNITED WAY OF ROCK RIVER VALLEY?
- The 990 for the year ended June 30, 2025 lists 14 people; 1 received compensation from the organization, the highest $132,834 (JULIE BOSMA, CEO).
- How much revenue does UNITED WAY OF ROCK RIVER VALLEY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,009,409, expenses of $2,898,845 and total assets of $11,382,495 at year end.
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All nonprofits in ROCKFORD · Illinois · Philanthropy, voluntarism and grantmaking foundations