Nonprofit · EIN 42-0680431
UNITED WAY OF NORTH CENTRAL IOWA
Tax-exempt · MASON CITY, IA 50401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $746,698 | $662,221 | $84,477 | $1,327,359 | $386,811 | $940,548 |
| June 30, 2024 | 990 | $823,948 | $762,900 | $61,048 | $1,206,483 | $369,554 | $836,929 |
| June 30, 2023 | 990 | $872,521 | $688,114 | $184,407 | $1,092,625 | $330,500 | $762,125 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $711,388
- of which government grants
- $20,480
- Program service revenue
- $0
- Investment income
- $24,362
- Net gain from sales of assets
- $435
- Other revenue
- $10,948
Expenses
- Grants and similar amounts paid
- $256,000
- Compensation of officers, directors and key employees
- $80,549
- Other salaries and wages
- $96,341
- Salaries, compensation and benefits (total)
- $223,692
- Professional fundraising fees
- $0
- Accounting fees
- $29,771
- Occupancy
- $7,515
- Travel
- $7,913
- Depreciation
- $7,127
- Program services (functional)
- $403,868
- Management and general (functional)
- $122,861
- Fundraising (functional)
- $135,492
Balance sheet and other
- Total assets, start of year
- $1,206,483
- Total assets, end of year
- $1,327,359
- Total liabilities, end of year
- $386,811
- Net assets, end of year
- $940,548
- Land, buildings and equipment
- $3,385
- Publicly traded securities
- $215,356
- Net assets without donor restrictions
- $596,707
- Net assets with donor restrictions
- $343,841
- Gross receipts
- $746,698
- Employees
- 3
- Volunteers
- 165
- Year formed
- 1923
- State of legal domicile
- IA
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 |
|---|---|---|---|---|
| Jen Arends | Secretary & CEO Officer | 40 | $80,549 | $5,646 |
| Ryan Van Ostrand | Treasurer Trustee or director, Officer | 0 | $0 | $0 |
| Patricia Fleming | Member Trustee or director | 0 | $0 | $0 |
| David Patrick | President Trustee or director, Officer | 0 | $0 | $0 |
| Kimber Kleven | Vice President Trustee or director, Officer | 0 | $0 | $0 |
| Tara Kramer | Member Trustee or director | 0 | $0 | $0 |
| Don O'Connor | Member Trustee or director | 0 | $0 | $0 |
| Tara Truex | Member Trustee or director | 0 | $0 | $0 |
| Jonathon Marinero | Member Trustee or director | 0 | $0 | $0 |
| Courtney Weiskamp | Member Trustee or director | 0 | $0 | $0 |
| Paige VanDusseldorp | Member Trustee or director | 0 | $0 | $0 |
| Marcus Younge | Past President Trustee or director, Officer | 0 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jen Arends | Secretary & CEO Officer | 40 | $69,405 | $13,285 |
| Jenna Sheriff | Member Trustee or director | 0 | $0 | $0 |
| Patrica Fleming | Member Trustee or director | 0 | $0 | $0 |
| David Patrick | Treasurer Trustee or director, Officer | 0 | $0 | $0 |
| Kimber Kleven | Member Trustee or director | 0 | $0 | $0 |
| Mindi Swanson | Member Trustee or director | 0 | $0 | $0 |
| Don O'Connor | Member Trustee or director | 0 | $0 | $0 |
| Amber Hill | Member Trustee or director | 0 | $0 | $0 |
| Jonathon Marinero | Member Trustee or director | 0 | $0 | $0 |
| Courtney Weiskamp | Member Trustee or director | 0 | $0 | $0 |
| Marcus Younge | President Trustee or director, Officer | 0 | $0 | $0 |
| Jeannette Adamski | Past President Trustee or director, Officer | 0 | $0 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jen Arends | Secretary & CEO Officer | 40 | $68,959 | $14,917 |
| Jenna Sheriff | Past President Trustee or director, Officer | 0 | $0 | $0 |
| Patrica Fleming | Member Trustee or director | 0 | $0 | $0 |
| David Patrick | Treasurer Trustee or director, Officer | 0 | $0 | $0 |
| Kara Ruge | Member Trustee or director | 0 | $0 | $0 |
| Michael Green | Member Trustee or director, Officer | 0 | $0 | $0 |
| Amber Hill | Member Trustee or director | 0 | $0 | $0 |
| Roger Flieth | Member Trustee or director | 0 | $0 | $0 |
| Alicia Weaver | Member Trustee or director | 0 | $0 | $0 |
| Cheryl Hubbard | Member Trustee or director | 0 | $0 | $0 |
| Marcus Younge | Vice President Trustee or director | 0 | $0 | $0 |
| Jeannette Adamski | President Trustee or director | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 520 S PIERCE AVE STE 204, MASON CITY, IA 50401-2751
- Principal officer (990 for 2024)
- Jen Arends, 2911 4th Street SE, Mason City, IA 50401
- Signed the 990
- Jen Arends, CEO
- Phone
- (641) 423-1774
- Website
- www.unitedwaynci.org
- Return prepared by
- POTTER & BRANT PLC
Mission
Seeking to build a stronger, more caring community by forming partnerships with businesses, community experts, education & health & human service agencies to achieve targeted outcomes & sustained changes in community conditions which will improve the lives of Iowans.
Program accomplishments
- Community Impact - The process by which community-wide volunteers donate more than 200 hours of volunteer time to distribute the funds of the United Way Community Solutions Fund to the most critical health and human service needs throughout the eight county region. This is done by review of the partner agencies' applications for funding, visits to the agency sites, and thorough reviews of their financial information and budgets. The distribution of the funds is categorized under the following four focus areas: community basics, investing in children and youth, prevention and reduction of substance abuse, and maximizing independence.Expenses $371,693
- Communication & Marketing - Includes the organization's continuous involvement in the community in order to increase stakeholder knowledge of the United Way and its activities, and to keep the organization connected with the activities which they intend to focus on. The process develops collaboration with these entities to improve health and human services in the eight county region, leveraging the effort of those striving for a common goal.Expenses $32,175
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
- 42-0680431
- 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
- 1942
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $1,327,359
- Income (IRS master file)
- $746,698
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $746,698 | $662,221 | $1,327,359 | XML |
| 990 | June 2024 | $823,948 | $762,900 | $1,206,483 | IRS |
| 990 | June 2023 | $872,521 | $688,114 | $1,092,625 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 42-0680431).
Questions about UNITED WAY OF NORTH CENTRAL IOWA
- What is the EIN of UNITED WAY OF NORTH CENTRAL IOWA?
- The employer identification number (EIN) of UNITED WAY OF NORTH CENTRAL IOWA is 42-0680431.
- Is UNITED WAY OF NORTH CENTRAL IOWA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1942.
- Are donations to UNITED WAY OF NORTH CENTRAL IOWA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF NORTH CENTRAL IOWA 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 NORTH CENTRAL IOWA 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 NORTH CENTRAL IOWA 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 NORTH CENTRAL IOWA?
- The 990 for the year ended June 30, 2025 names Jen Arends.
- Who are the officers and directors of UNITED WAY OF NORTH CENTRAL IOWA?
- The 990 for the year ended June 30, 2025 lists 12 people; 1 received compensation from the organization, the highest $80,549 (Jen Arends, Secretary & CEO).
- How much revenue does UNITED WAY OF NORTH CENTRAL IOWA have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $746,698, expenses of $662,221 and total assets of $1,327,359 at year end.
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