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Governance Register
US nonprofit · EIN 362167843 · Rockford, ILiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 362167843) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 30 June 2025: assets, liabilities, staff, website, telephone, pay, grants paid (Schedule I).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

United Way of Rock River Valley's network

13 people7 organisationsi13 people and 7 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (13). Violet dotted lines (7) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

13 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 13 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Mark Baldwin ChairChair2019
7 yrs
Alli Bernadi InskoDirector2023
3 yrs
Casey LesterCompany secretary2023
3 yrs
Dale DickinsonVice Chair2018
8 yrs
Dr Ebony WrennDirector2025
1 yr
Edward Zurowski JRDirector2018
8 yrs
EJ MillerDirector2023
3 yrs
Jason BlumeDirector2025
1 yr
Julie O'RourkeInterim Trea2018
8 yrs
La'Keshia WingoDirector2025
1 yr
Mary SimmonsDirector2024
2 yrs
Rick CiganekDirector2021
5 yrs
Terri KnightDirector2018
8 yrs
Under 5 years5 to 6 years6 years or moreShow all 13 →

Officers and senior leadership

5 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Carol BrighamCFO2024
Julie BosmaCEOsince 2022
Linda SandquistVice President2021
Paul LogliEx-CEOsince 2018
Theresa MerrimanFormer CFOsince 2018

Pay and hours

year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Julie BosmaCEO40$133k$11k
Mark BaldwinChair1$0
Jason BlumeDirector1$0
Rick CiganekDirector1$0
Dale DickinsonVice Chair1$0
Alli Bernadi InskoDirector1$0
Edward Zurowski JrDirector1$0
Terri KnightDirector1$0
Casey LesterSecretary1$0
Ej MillerDirector1$0
Julie O'rourkeInterim Trea1$0
Mary SimmonsDirector1$0
La'keshia WingoDirector1$0
Dr Ebony WrennDirector1$0

About

Legal name
United Way of Rock River Valley
EIN
362167843
Address
612 N Main St Ste 300, Rockford, IL, 61103-6998
State
Illinois
Mission
Uniting the collective power of the community to improve lives. (as filed on the Form 990)
Activity (NTEE)
T700 Philanthropy, voluntary services and grantmaking
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Philanthropy, Voluntarism & Grantmaking Foundations
Size band
8 (IRS master file code)
Formed
1920
Principal officer
Julie Bosma (as named on the Form 990)
IRS ruling date
1 July 1937
Status
Code 01 (unconditional exemption)
Form 990 filings on record
8, latest 2025
IRS Publication 78
PC (contributions deductible)

Most connected

Longest observed on the filings

≥8years on the filingsDale Dickinson
≥8years on the filingsEdward Zurowski JR
≥8years on the filingsJulie O'Rourke
≥8years on the filingsTerri Knight

Latest return

year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.
Total assets
$11.4m
Total liabilities
$323k
Net assets or fund balances
$11.1m
Contributions and grants received
$3.3m
Program service revenue
$0
Grants and similar paid out
$932k
Employees
14
Volunteers
331

Filed finances

2 yearsiTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2024$4m$2.9m$1.1m
2023$3.6m$3.1m$478k

As filed on the IRS Form 990. US dollars.

Grants paid

25+ listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.