Nonprofit · EIN 42-6062055
UNITED WAY OF JOHNSON & WASHINGTON COUNTIES INC
Tax-exempt · IOWA CITY, IA 52240
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $2,386,554 | $2,293,479 | $93,075 | $3,340,229 | $1,920,324 | $1,419,905 |
| March 31, 2025 | 990 | $2,518,353 | $2,321,781 | $196,572 | $2,907,038 | $1,621,443 | $1,285,595 |
| March 31, 2024 | 990 | $2,146,941 | $2,499,760 | -$352,819 | $3,138,931 | $1,793,931 | $1,345,000 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $2,256,787
- of which government grants
- $60,408
- Program service revenue
- $0
- Investment income
- $40,588
- Net gain from sales of assets
- $306
- Net income from fundraising events
- $75,864
- Net income from gaming
- $7,713
- Other revenue
- $89,179
Expenses
- Grants and similar amounts paid
- $1,298,164
- Compensation of officers, directors and key employees
- $230,697
- Other salaries and wages
- $298,029
- Salaries, compensation and benefits (total)
- $632,614
- Professional fundraising fees
- $0
- Accounting fees
- $21,071
- Occupancy
- $41,994
- Travel
- $7,882
- Depreciation
- $13,655
- Program services (functional)
- $1,908,789
- Management and general (functional)
- $231,096
- Fundraising (functional)
- $153,594
Balance sheet and other
- Total assets, start of year
- $2,907,038
- Total assets, end of year
- $3,340,229
- Total liabilities, end of year
- $1,920,324
- Net assets, end of year
- $1,419,905
- Land, buildings and equipment
- $513,051
- Net assets without donor restrictions
- $1,083,930
- Net assets with donor restrictions
- $335,975
- Gross receipts
- $2,430,301
- Employees
- 13
- Volunteers
- 1,600
- Year formed
- 1958
- 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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JENNIFER BANTA | PRESIDENT & CEO Officer | 37.5 | $111,392 | $21,859 |
| EMMA BARNUM | DIRECTOR OF FINANCE & OPER Officer | 37.5 | $65,969 | $36,562 |
| LEN DEVAISHER | BOARD CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| LYNSEY YOKUM | VICE CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| TOM ROCKLIN | TREASURER/INTERNAL OPERATI Trustee or director, Officer | 1.5 | $0 | $0 |
| KATHY COURTNEY | COMMUNITY IMPACT CHAIR (END 2/2026) Trustee or director, Officer | 1.5 | $0 | $0 |
| LIZ TOVAR | COMMUNITY IMPACT CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| MICHAEL LEHMAN | RESOURCE DEVELOPMENT CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| TERRI DAVIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BRADLEY HAWES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RYAN HEIAR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BROOKE STRAHN-KOLLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PATICK GAVIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MATT GETZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CAITLIN LARSEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA MILLER | BOARD MEMBER Trustee or director | 1 | $0 |
| TRACY JON SARGEANT | BOARD MEMBER Trustee or director | 1 | $0 |
| LISA SHILNEY | BOARD MEMBER Trustee or director | 1 | $0 |
| KURT WINNIKE | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended March 31, 2025: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JENNIFER BANTA | PRESIDENT & CEO Officer | 37.5 | $111,436 | $15,697 |
| EMMA BARNUM | DIRECTOR OF FINANCE & OPERATIONS Officer | 37.5 | $50,399 | $14,321 |
| LEN DEVAISHER | BOARD CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| JACKI TOWNSEND | PAST CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| MICHAEL LEHMAN | TREASURER/INTERNAL OPERATIONS CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| MARSHA WOLFF | COMMUNITY IMPACT CHAIR (THRU 1/2025) Trustee or director, Officer | 1.5 | $0 | $0 |
| BARBARA THOMAS | RESOURCE DEVELOPMENT CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| JUSTIN BISHOP | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MATT BROWN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KATHY COURTNEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TERRI DAVIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BRADLEY HAWES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RYAN HEIAR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHANE KRON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ANGIE LEYDEN VAN-GUNDY | BOARD MEMBER (THRU 8/2024) Trustee or director | 1 | $0 | $0 |
| CHACE RAMEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TOM ROCKLIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BROOKE STRAHN-KOLLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RYAN SWARTZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LIZ TOVAR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TRICIA VAN ROEKEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended March 31, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BANTA JENNIFER | PRESIDENT & CEO Officer | 40 | $106,575 | $10,028 |
| UPAH MARIA | DIRECTOR OF FINANCE & OPERATIONS DECEMBER 2023 Officer | 40 | $44,956 | $5,134 |
| ANDERSON TERRI | DIRECTOR OF FINANCE & OPERATIONS JUNE 2023 Officer | 40 | $38,427 | $3,304 |
| TOWNSEND JACKI | CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| DEVAISHER LEN | VICE CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| THOMAS BARBARA | RESOURCE DEVELOPMENT CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| WOLFF MARSHA | COMMUNITY INVESTMENT CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| YOKUM LYNSEY | INTERNAL OPERATIONS CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| ASTORINO CHARILIE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BISHOP JUSTIN | STRATEGIC PLANNING CHAIR Trustee or director | 1 | $0 | $0 |
| BROWN MATT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| COLLINS EMILY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CONARD JIM | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVIS TERRI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HEIAR RYAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JON SARGEANT TRACY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KRON SHANE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LEHMAN MICHAEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LEYDEN-VAN GUNDY ANGIE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RAMEY CHACE | STRATEGIC PLANNING CHAIR Trustee or director | 1.5 | $0 | $0 |
| STRAHN-KOLLER BROOKE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SWARTZ RYAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TOVAR LIZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| VAN ROEKEL TRICIA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 160 SOUTHGATE AVE STE A, IOWA CITY, IA 52240-4344
- Principal officer (990 for 2025)
- JENNIFER BANTA, 160 SOUTHGATE AVENUE STE A, IOWA CITY, IA 52240
- Signed the 990
- JENNIFER BANTA, PRESIDENT & CEO
- Phone
- (319) 338-7823
- Website
- WWW.UNITEDWAYJWC.ORG
- Return prepared by
- CREATIVE PLANNING TAX LLC
Mission
UNITED WAY OF JOHNSON & WASHINGTON COUNTIES, INC. (UWJWC) UNITES IN PURPOSE TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY.
Program accomplishments
- UNITED WAY OF JOHNSON & WASHINGTON COUNTIES, INC. (UWJWC) PROVIDES FUNDING SUPPORT TO 28 PARTNER AGENCIES THAT PROVIDE SERVICES ADDRESSING THE GREATEST NEEDS IN OUR COMMUNITY THROUGH THE FOCUS OF OUR FOUR STRATEGIC IMPACT AREAS: HEALTHY COMMUNITY, YOUTH OPPORTUNITY, FINANCIAL SECURITY, AND COMMUNITY RESILIENCY. INVESTMENTS TO PARTNER AGENCIES ARE DETERMINED THROUGH A VOLUNTEER-LED BI-ANNUAL PROCESS THAT USES DATA FROM OUR COMMUNITY NEEDS ASSESSMENT AND STRATEGIC COMMUNITY ROADMAP TO ALLOCATE FUNDING TO MAKE THE GREATEST IMPACT. THE UWJWC PARTNER AGENCY NETWORK CREATES OPPORTUNITIES FOR RESOURCE SHARING AS WELL AS A COLLABORATIVE APPROACH TO SOLVING COMPLEX, COMMUNITY-WIDE ISSUES.Expenses $1,277,306 · grants $1,277,306
- UNITED WAY OF JOHNSON & WASHINGTON COUNTIES, INC. (UWJWC) WORKS TO IDENTIFY GAPS, SET SHARED GOALS, AND INVEST IN SOLUTIONS THAT MAKE A MEASURABLE DIFFERENCE IN THE NEEDS OF OUR COMMUNITY. UWJWC CONDUCTS A COMPREHENSIVE COMMUNITY NEEDS ASSESSMENT EVERY THREE YEARS, WORKING WITH THE COMMUNITY TO GATHER QUALITATIVE AND QUANTITATIVE INSIGHTS TO INFORM A SHARED COMMUNITY ROADMAP THAT UNITES LOCAL STAKEHOLDERS IN DRIVING MEANINGFUL, LONG-TERM CHANGE. UWJWC SERVES AS A HUB FOR VOLUNTEERISM AND COMMUNITY ENGAGEMENT THROUGH OUR ONLINE VOLUNTEER PORTAL, CONNECTING COMMUNITY MEMBERS WITH OPPORTUNITIES WITH LOCAL NONPROFIT AGENCIES, AS WELL AS THROUGH COORDINATED GROUP VOLUNTEER PROJECTS, BOOK AND SUPPLY DRIVES, AND OUR ANNUAL DAY OF CARING, WHICH CONNECTED 100 VOLUNTEERS FROM LOCAL BUSINESSES TO COMPLETE PROJECTS AT 15 NONPROFIT LOCATIONS AROUND OUR COMMUNITY.UWJWC LEADS THE COMMUNITY ORGANIZATIONS ACTIVE IN DISASTER (COAD) COALITION, MAINTAINS THE EMERGENCY VOLUNTEER CENTER (EVC), AND PARTICIPATES IN PLANNING EFFORTS WITH JOHNSON COUNTY EMERGENCY MANAGEMENT AND THE EMERGENCY OPERATIONS CENTER TO COORDINATE DISASTER RESPONSE AND EMERGENCY PREPAREDNESS. UWJWC ALSO MAINTAINS A ROBUST DISASTER RELIEF FUND, WHICH PROVIDED TEMPORARY HOUSING SUPPORT FOR 26 INDIVIDUALS DISPLACED BY FIRE IN FY26.UWJWC ALSO MANAGED A VARIETY OF PROGRAMS AND INITIATIVES IN FY26 INCLUDING SUMMERSHIPS (84 CAMP SCHOLARSHIPS AWARDED), HOLIDAY ADOPT-A-FAMILY (94 ORGANIZATIONS, GROUPS, AND INDIVIDUALS CONNECTED WITH 193 FAMILIES, INCLUDING 481 CHILDREN) THE 211 HOTLINE AND ONLINE RESOURCE (1,387 CALLS ANSWERED IN OUR SERVICE AREA IN 2025), AND THE FOOD ACCESS NETWORK FUND FOR EMERGENCY SNAP RELIEF ($26,668 RAISED). ADDITIONALLY, UWJWC PROVIDES VARIOUS LEVELS OF FISCAL MANAGEMENT, VOLUNTEER COORDINATION, AND PROGRAM MANAGEMENT FOR COLLABORATIVE COMMUNITY INITIATIVES SUCH AS READY SET SCHOOL, HEALTHY KIDS IOWA, THE BOARD LEADERSHIP PROGRAM, AND MORE.Expenses $631,483 · grants $20,858 · revenue $5,602
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990 on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 42-6062055
- 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
- 1961
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $3,340,229
- Income (IRS master file)
- $2,430,301
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $2,386,554 | $2,293,479 | $3,340,229 | XML |
| 990 | March 2025 | $2,518,353 | $2,321,781 | $2,907,038 | XML |
| 990 | March 2024 | $2,146,941 | $2,499,760 | $3,138,931 | XML |
| 990 | March 2023 | $2,551,659 | $2,417,665 | $3,485,615 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | 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 42-6062055).
Questions about UNITED WAY OF JOHNSON & WASHINGTON COUNTIES INC
- What is the EIN of UNITED WAY OF JOHNSON & WASHINGTON COUNTIES INC?
- The employer identification number (EIN) of UNITED WAY OF JOHNSON & WASHINGTON COUNTIES INC is 42-6062055.
- Is UNITED WAY OF JOHNSON & WASHINGTON COUNTIES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Are donations to UNITED WAY OF JOHNSON & WASHINGTON COUNTIES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF JOHNSON & WASHINGTON COUNTIES 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 UNITED WAY OF JOHNSON & WASHINGTON COUNTIES INC due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF JOHNSON & WASHINGTON COUNTIES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2026.
- Who is the principal officer of UNITED WAY OF JOHNSON & WASHINGTON COUNTIES INC?
- The 990 for the year ended March 31, 2026 names JENNIFER BANTA.
- Who are the officers and directors of UNITED WAY OF JOHNSON & WASHINGTON COUNTIES INC?
- The 990 for the year ended March 31, 2026 lists 19 people; 2 received compensation from the organization, the highest $111,392 (JENNIFER BANTA, PRESIDENT & CEO).
- How much revenue does UNITED WAY OF JOHNSON & WASHINGTON COUNTIES INC have?
- On its 990 for the year ended March 31, 2026 it reported revenue of $2,386,554, expenses of $2,293,479 and total assets of $3,340,229 at year end.
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