Waverly-shell Rock Area United Way Inc
Only null% goes to programs Strong reserves Growing revenue
Waverly-shell Rock Area United Way Inc is a 501(c)(3) organization based in Waverly, Iowa, registered in 1990, with $374,195 in FY2024 revenue. CharityIndex grades it B.
Waverly-shell Rock Area United Way, Waverly, IA, 50677 EIN 42-1098807 Since 1990
Revenue (FY2024)
$374K
▲ 34.0% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$345K
Net assets
$298K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
★★★★
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Waverly-shell Rock Area United Way Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
AFinancial health25% of the rating10 mo reserves · +8% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Waverly-shell Rock Area United Way Inc: 10 mo reserves · +8% margin earns a A on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Waverly-shell Rock Area United Way Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Waverly-shell Rock Area United Way Inc: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Contact & location
- Address
- Waverly-shell Rock Area United Way, Waverly, IA, 50677
- City
- Waverly
- State
- Iowa
- Subcategory
- Federated Giving Programs
- Website
- …
Financial trends
Revenue grew from $323K (FY2020) to $374K (FY2024) across 5 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $159KNet assets $298K
Operating margin
7.7%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$457K
Total liabilities
$159K
Net assets
$298K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $374,195▲34.0% | $345,296▼5.1% | $297,794▲10.7% | $456,601▲8.7% | 990 |
| 2023 | $279,277▼14.9% | $363,842▲47.9% | $268,895▼23.9% | $420,160▼14.3% | 990 |
| 2022 | $328,304▲33.9% | $245,991▼2.6% | $353,460▲30.4% | $490,245▲23.8% | 990 |
| 2021 | $245,208▼24.1% | $252,577▲0.7% | $271,147▼2.6% | $396,147▼7.6% | 990 |
| 2020 | $323,263 | $250,842 | $278,516 | $428,516 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Grants received · $82K total
6 grants to Waverly-shell Rock Area United Way Inc totaling $82K, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| American Online Giving Foundation Inc | General support | 2024 | $29,129 |
| American Online Giving Foundation Inc | General support | 2023 | $28,208 |
| Give Back Foundation | Program support | 2017 | $5,907 |
| Give Back Foundation | Program support | 2016 | $7,827 |
| Morgan Stanley Global Impact Funding Trust Inc | General support | 2016 | $1,000 |
| Give Back Foundation | Program support | 2015 | $10,230 |
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Frequently asked questions
- Is Waverly-shell Rock Area United Way Inc a legitimate nonprofit?
- Yes. Waverly-shell Rock Area United Way Inc is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 42-1098807, based in Waverly, Iowa. Donations are tax-deductible.
- What is Waverly-shell Rock Area United Way Inc's EIN?
- Waverly-shell Rock Area United Way Inc's Employer Identification Number (EIN) is 42-1098807.
- How much revenue does Waverly-shell Rock Area United Way Inc report?
- Waverly-shell Rock Area United Way Inc reported $374,195 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Waverly-shell Rock Area United Way Inc have?
- CharityIndex grades Waverly-shell Rock Area United Way Inc B, based on financial health (reserves and operating margin).
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Data for Waverly-shell Rock Area United Way Inc (EIN 42-1098807) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.