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United Way of Wapello County Iowa INC EIN 42-0897349

United Way of Wapello County Iowa INC

EIN  42-0897349 Public foundation / grantmaker Ottumwa, IA
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Size
$100K–1M
What they do
Improves community education, income, and health through sustainable programs.
Leadership
Ali Wilson · Exective Dir · $67K
Money in and out
$408K revenue, $595K expenses
Bottom line
81% program efficiency

Improves community education, income, and health through sustainable programs. For fiscal year 2024 it reported $408K in revenue, $595K in expenses, and $2.3M in net assets.Pt I

Grants paid & assets · FY2024
Total revenue
$408K
Pt VIII · Ln 12
Total expenses
$595K
Pt IX · Ln 25
Net assets
$2.3M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$187K
Where spending went · Part IX cols B–D
Program services $0.81 Management & general $0.15 Fundraising $0.05
Program efficiency
81%
of spending reaches programs▲ +5% vs prior filing year
Operating runway
46.7mo
months of highly liquid reserves at operating expense rate▼ -14% vs prior filing year
Surplus margin
-46%
revenue over expenses, this year▼ -647% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$408K
FY2024▼ -19%
Expenses
$595K
FY2024▲ +11%
Total assets
$2.4M
FY2024▼ -1%
Total liabilities
$141K
FY2024▼ -19%
Total revenue
$408K
Pt VIII · Ln 12
Total expenses
$595K
Pt IX · Ln 25
Net assets
$2.3M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$187K
Total assetsPt X · Ln 16$2.4M
Program-expense ratioPt IX · col B81%
Voting members of governing bodyPt I · Ln 311
Independent voting membersPt I · Ln 411
Mission & Programs · Part III

Where the work happens

1 program service account for $480K of program spending, described in the organization's own filed words · FY2024.
01

The community investment program of united way of wapello county invests the undesignated funds available to specific programs provided by 501(c)(3) not-for-profit organizations and united way.

$480Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CUnited Way of Wapello County Iowa INC
EINHdr · item D42-0897349
Principal addressHdr · item COttumwa, IA
WebsiteHdr · item Jwww.wapellocouw.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MIA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T70Z)
Ruling yearIRS BMFOct 1968

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a11
Independent voting membersPt VI · Ln 1b11
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Ali Wilson
Exective Dir
$67,264Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Paula Cary
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
David Harper
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A

Ali Wilson’s $67K as Exective Dir is at the 63rd percentile of top reported officer pay among 1263 $100K–1M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Ali Wilson$67,264$67,454$65,490$64,265$60,900$59,881
Wendy Smith————$21,910$24,450
Toni Cameron——$15,146$1,594——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See United Way of Wapello County Iowa INC executive salaries →

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Statement of Revenue

Part VIII
Contributions & grants$393K · 96%
Other revenue$10K · 2%
Investment income$4K · 1%
Contributions & grants96%$393K
Other revenue2%$10K
Investment income1%$4K
— government grantsLn 1e$80K
Total revenueLn 12$408K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.81 Management & general $0.15 Fundraising $0.05
Program services81%$480K
Management & general15%$88K
Fundraising5%$27K
Total functional expensesLn 25$595K

Balance Sheet

Part X · end of year
CashLn 1$441K
Total assetsLn 16$2.4M
Total liabilitiesLn 26$141K
Total net assetsLn 32$2.3M
Months of cash on handcomputed8.9

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $2.3M · Operating expenses/yr $595K
46.7 months
Where the money goes
Program services
Program services $480K · Total expenses $595K
81%
Management & General
Management & general $88K · Total expenses $595K
15%
Fundraising
Fundraising $27K · Total expenses $595K
5%
Cost to raise $1
Fundraising expense (3-yr avg) $27K · Solicited contributions (3-yr avg) $310K
$0.09 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $393K · Total revenue $408K
96%
Government reliance
Government grants $80K · Total revenue $408K
20%
Earned-income share
Program service revenue $0 · Total revenue $408K
0%
Investment reliance
Investment income $4K · Total revenue $408K
+1%
Program self-sufficiency
Program service revenue $0 · Total expenses $595K
0%
Growth & trend
Revenue growth (YoY)
This year $408K · Prior year $503K
-19%
Revenue CAGR
FY2019 $587K · FY2024 $408K
-7%
Net-asset trend (YoY)
End of year $2.3M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $408K · Expenses $595K
-46%
Liabilities-to-Assets
Total liabilities — · Total assets $2.4M
—
Net-asset ratio
Net assets $2.3M · Total assets $2.4M
94%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $611K · Other securities (Pt X, ln 12) $1.3M · Total assets (Pt X, ln 16) $2.4M
78%
People & payroll
Highest Reported Total Compensation
Individual Ali Wilson · Reported title EXECTIVE DIR · Highest reported compensation $67K · Total expenses $595K
11%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $248K · Total expenses $595K
42%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 81%——
Overhead ratio 15%——
Fundraising cost ratio 7%——
Revenue growth -19%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
American Online Giving Foundation INCFY2024$109K
George T & Margaret E Shoemaker Charitable TrFY2024$50K
Bnsf Railway FoundationFY2024$1K
Alliant Energy Foundation INCFY2024$143
Total grants receivedfrom 4 funders$160K
See all 4 funders →
Grants paid · 53 grants · $1.2M · 2019–2024
American Home Finding AssociationFY2024$65,500
Crisis Center and Women's ShelterFY2024$30,900
Sieda Head StartFY2024$25,000
YMCAFY2024$25,000
Friends of Iowa Casa & IcfcrbFY2024$24,200
Iowa JagFY2024$20,000
Iowa Legal AidFY2024$15,000
Cardinal Community School DistricFY2024$10,900
Al ExitoFY2024$10,000
American Home Finding AssociationIA · FY2023$52,250
Sieda Head StartFY2023$25,750
YMCAPA · FY2023$25,000
Friends of Iowa Casa and IcfcrbIA · FY2023$23,042
Iowa Legal AidIA · FY2023$13,334
Al ExitoFY2023$11,999
Crisis Center and Women's ShelterFY2023$11,997
American Home FindingFY2022$43,526
YMCAPA · FY2022$33,500
See all 53 grants →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024$503K revenue · ⤓ 990 PDF
FY2023$468K revenue · ⤓ 990 PDF
FY2022$535K revenue · ⤓ 990 PDF
FY2021$947K revenue · ⤓ 990 PDF
FY2020$587K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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