Nonprofit · EIN 42-1098807
WAVERLY-SHELL ROCK AREA UNITED WAY INC
Tax-exempt · WAVERLY, IA 50677
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $349,815 | $379,268 | -$29,453 | $431,351 | $163,010 | $268,341 |
| December 31, 2024 | 990 | $374,195 | $345,296 | $28,899 | $456,601 | $158,807 | $297,794 |
| December 31, 2023 | 990 | $279,277 | $363,842 | -$84,565 | $420,160 | $151,265 | $268,895 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $348,846
- Program service revenue
- $0
- Investment income
- $969
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $226,850
- Compensation of officers, directors and key employees
- $64,988
- Salaries, compensation and benefits (total)
- $73,201
- Professional fundraising fees
- $0
- Accounting fees
- $1,700
- Occupancy
- $24,129
- Travel
- $1,413
- Depreciation
- $475
- Program services (functional)
- $301,085
- Management and general (functional)
- $78,183
Balance sheet and other
- Total assets, start of year
- $456,601
- Total assets, end of year
- $431,351
- Total liabilities, end of year
- $163,010
- Net assets, end of year
- $268,341
- Net assets without donor restrictions
- $256,191
- Net assets with donor restrictions
- $12,150
- Gross receipts
- $349,815
- Employees
- 0
- Volunteers
- 25
- Year formed
- 1980
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY DERIFIELD | PRESIDENT Trustee or director, Officer | 2 | $0 |
| EMILY MCCLIMON | TREASURER Trustee or director, Officer | 2 | $0 |
| JEAN BUCKINGHAM | SECRETARY Trustee or director, Officer | 2 | $0 |
| JOEL BECKER | DIRECTOR Trustee or director | 2 | $0 |
| MICKEY BAHLMAN | DIRECTOR Trustee or director | 2 | $0 |
| RANEE VEVOS | DIRECTOR Trustee or director | 2 | $0 |
| ELEIGH DAVIS | DIRECTOR Trustee or director | 2 | $0 |
| JAMES JOHNSON | DIRECTOR Trustee or director | 2 | $0 |
| DEB LORD | DIRECTOR Trustee or director | 2 | $0 |
| MONICA SEVERSON | DIRECTOR Trustee or director | 2 | $0 |
| MICHAEL SPAULDING | DIRECTOR Trustee or director | 2 | $0 |
| HEATHER SMITH | DIRECTOR Trustee or director | 2 | $0 |
| BECKY PROSTINE | DIRECTOR Trustee or director | 2 | $0 |
| ZACH WELLS | DIRECTOR Trustee or director | 2 | $0 |
| DEREK SOLHEIM | DIRECTOR Trustee or director | 2 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUE RAND | DIRECTOR Trustee or director | 2 | $0 |
| ROSE ZEPEDA | DIRECTOR Trustee or director | 2 | $0 |
| MIKE BLAIR | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RENEE VOVES | PRESIDENT Trustee or director, Officer | 2 | $0 |
| SUE RAND | TREASURER Trustee or director, Officer | 2 | $0 |
| JEAN BUCKINGHAM | SECRETARY Trustee or director, Officer | 2 | $0 |
| JOEL BECKER | DIRECTOR Trustee or director | 2 | $0 |
| BETHANY CHRISTIANS | DIRECTOR Trustee or director | 2 | $0 |
| AMY DERIFIELD | DIRECTOR Trustee or director | 2 | $0 |
| TYLER HOMEISTER | DIRECTOR Trustee or director | 2 | $0 |
| HAYLIE KRUMWIEDE | DIRECTOR Trustee or director | 2 | $0 |
| DEB LORD | DIRECTOR Trustee or director | 2 | $0 |
| SAMANTHA PREUSER | DIRECTOR Trustee or director | 2 | $0 |
| TRACI MAGSAMEN | DIRECTOR Trustee or director | 2 | $0 |
| TIFFANY SCHRAGE | DIRECTOR Trustee or director | 2 | $0 |
| BECKY PROSTINE | DIRECTOR Trustee or director | 2 | $0 |
| DWANE WATERBURY | DIRECTOR Trustee or director | 2 | $0 |
| DEREK SOLHEIM | DIRECTOR Trustee or director | 2 | $0 |
| MICHAEL GLEASON | DIRECTOR Trustee or director | 2 | $0 |
| ROSE ZEPEDA | DIRECTOR Trustee or director | 2 | $0 |
| MIKE BLAIR | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RENEE VOVES | PRESIDENT Trustee or director, Officer | 2 | $0 |
| SUE RAND | TREASURER Trustee or director, Officer | 2 | $0 |
| JEAN BUCKINGHAM | SECRETARY Trustee or director, Officer | 2 | $0 |
| JOEL BECKER | DIRECTOR Trustee or director | 2 | $0 |
| BETHANY CHRISTIANS | DIRECTOR Trustee or director | 2 | $0 |
| AMY DERIFIELD | DIRECTOR Trustee or director | 2 | $0 |
| TYLER HOMEISTER | DIRECTOR Trustee or director | 2 | $0 |
| HAYLIE KRUMWIEDE | DIRECTOR Trustee or director | 2 | $0 |
| DEB LORD | DIRECTOR Trustee or director | 2 | $0 |
| SAMANTHA PREUSER | DIRECTOR Trustee or director | 2 | $0 |
| TRACI MAGSAMEN | DIRECTOR Trustee or director | 2 | $0 |
| TIFFANY SCHRAGE | DIRECTOR Trustee or director | 2 | $0 |
| BECKY PROSTINE | DIRECTOR Trustee or director | 2 | $0 |
| DWANE WATERBURY | DIRECTOR Trustee or director | 2 | $0 |
| DEREK SOLHEIM | DIRECTOR Trustee or director | 2 | $0 |
| MICHAEL GLEASON | DIRECTOR Trustee or director | 2 | $0 |
| ROSE ZEPEDA | DIRECTOR Trustee or director | 2 | $0 |
| MIKE BLAIR | DIRECTOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- WAVERLY-SHELL ROCK AREA UNITED WAY, WAVERLY, IA 50677-0000
- Principal officer (990 for 2025)
- JILL KRALL, W BREMER AVE, WAVERLY, IA 50677
- Signed the 990
- JILL KRALL, EXECUTIVE DIRECTOR
- Phone
- (319) 352-2582
- Website
- WWW.WSRUNITEDWAY.ORG
- Return prepared by
- Keith Oltrogge CPA PC
Mission
RAISE AND DISTRIBUTE FUNDS TO TAX EXEMPT ORGANIZATIONS THAT PROVIDE HUMAN SERVICES FOR THE BETTERMENT OF THE RESIDENTS OF NORTHEAST IOWA.
Program accomplishments
- RAISE AND DISTRIBUTE FUNDSExpenses $301,085 · grants $226,850 · revenue $348,846
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 42-1098807
- 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
- 1990
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $431,351
- Income (IRS master file)
- $349,815
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $349,815 | $379,268 | $431,351 | IRS |
| 990 | December 2024 | $374,195 | $345,296 | $456,601 | XML |
| 990 | December 2023 | $279,277 | $363,842 | $420,160 | XML |
| 990 | December 2022 | $328,304 | $245,991 | $490,245 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 42-1098807).
Questions about WAVERLY-SHELL ROCK AREA UNITED WAY INC
- What is the EIN of WAVERLY-SHELL ROCK AREA UNITED WAY INC?
- The employer identification number (EIN) of WAVERLY-SHELL ROCK AREA UNITED WAY INC is 42-1098807.
- Is WAVERLY-SHELL ROCK AREA UNITED WAY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to WAVERLY-SHELL ROCK AREA UNITED WAY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WAVERLY-SHELL ROCK AREA UNITED WAY INC 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 WAVERLY-SHELL ROCK AREA UNITED WAY INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WAVERLY-SHELL ROCK AREA UNITED WAY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of WAVERLY-SHELL ROCK AREA UNITED WAY INC?
- The 990 for the year ended December 31, 2025 names JILL KRALL.
- Who are the officers and directors of WAVERLY-SHELL ROCK AREA UNITED WAY INC?
- The 990 for the year ended December 31, 2025 lists 18 people; 0 received compensation from the organization.
- How much revenue does WAVERLY-SHELL ROCK AREA UNITED WAY INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $349,815, expenses of $379,268 and total assets of $431,351 at year end.
Other nonprofits in WAVERLY
- WAVERLY HEALTH CENTER AUXILIARY EIN 42-1442986 · last filed 990-EZ for 2025
- THE ACCEL FOUNDATION EIN 20-8359918 · last filed 990-PF for 2025
- MARK AND BARBARA HANAWALT CHARITABLE TR EIN 82-6385133 · last filed 990-PF for 2025
- WARTBURG COLLEGE EIN 42-0680351 · last filed 990 for 2025
- BARTELS LUTHERAN HOME EIN 42-0752685 · last filed 990 for 2025
- THE LARRABEE CENTER INC EIN 42-1342380 · last filed 990 for 2025
- WAVERLY CHILD CARE & PRESCHOOL EIN 42-0956003 · last filed 990 for 2024
- SELF HELP INTERNATIONAL EIN 42-0844679 · last filed 990 for 2025
All nonprofits in WAVERLY · Iowa · Philanthropy, voluntarism and grantmaking foundations