Form 990 for tax year 2024
Filed by UNITED WAY OF SOUTHWEST MINNESOTA.
Totals
- Total revenue
- $409,767
- Total expenses
- $518,506
- Contributions and grants received
- $384,166
- Grants paid
- $316,305
- Program service revenue
- $1,000
- Investment income
- $20,284
- Other revenue
- $4,317
- Total assets, end of year
- $787,438
- Total liabilities, end of year
- $224,856
- Net assets or fund balances, end of year
- $562,582
- Program services expenses (Part IX)
- $405,605
- Management and general expenses
- $47,578
- Fundraising expenses
- $65,323
- Program service expenses (Part III)
- $405,605
Program services were 78.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$35,178
-
1f · All other contributions, gifts and grants
$348,988
-
2a · Program service revenue: STUFF THE BUS
total $1,000 · related or exempt $1,000
-
3 · Investment income
total $20,284 · excluded $20,284
-
8a · Fundraising events: gross income
$14,479
-
8a · Fundraising events: contributions included on line 1c
$35,178
-
8b · Fundraising events: direct expenses
$14,479
-
9a · Gaming: gross income
$13,340
-
9b · Gaming: direct expenses
$10,574
-
9c · Net income from gaming
total $2,766 · excluded $2,766
-
11a · Other revenue: REIMBURSEMENTS
total $1,536 · related or exempt $1,536
-
11b · Other revenue: MISCELLANEOUS
total $15 · related or exempt $15
-
11e · Other revenue, total
$1,551
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $316,305 · program services $316,305
-
5 · Compensation of officers, directors and key employees
total $65,803 · program services $28,232 · management and general $11,432 · fundraising $26,139
-
7 · Other salaries and wages
total $44,824 · program services $22,608 · management and general $15,689 · fundraising $6,527
-
9 · Other employee benefits
total $11,178 · program services $3,972 · management and general $3,330 · fundraising $3,876
-
10 · Payroll taxes
total $7,871 · program services $3,542 · management and general $1,968 · fundraising $2,361
-
11c · Fees: accounting
total $7,218 · program services $1,517 · management and general $794 · fundraising $4,907
-
11g · Fees: other
total $5,899 · program services $2,654 · management and general $1,475 · fundraising $1,770
-
12 · Advertising and promotion
total $7,620 · program services $716 · management and general $398 · fundraising $6,506
-
13 · Office expenses
total $4,238 · program services $1,710 · management and general $1,242 · fundraising $1,286
-
14 · Information technology
total $7,688 · program services $3,899 · management and general $1,335 · fundraising $2,454
-
16 · Occupancy
total $18,000 · program services $10,612 · management and general $4,449 · fundraising $2,939
-
19 · Conferences, conventions and meetings
total $3,652 · program services $1,643 · management and general $913 · fundraising $1,096
-
20 · Interest
total $311 · program services $140 · management and general $78 · fundraising $93
-
21 · Payments to affiliates
total $5,009 · program services $2,254 · management and general $1,252 · fundraising $1,503
-
22 · Depreciation, depletion and amortization
total $501 · program services $226 · management and general $125 · fundraising $150
-
23 · Insurance
total $2,907 · program services $1,308 · management and general $727 · fundraising $872
-
24a · Other expenses: MEMBERSHIPS AND DUES
total $4,580 · program services $2,061 · management and general $1,145 · fundraising $1,374
-
24b · Other expenses: TELEPHONE
total $2,974 · program services $1,338 · management and general $744 · fundraising $892
-
24c · Other expenses: EQUIPMENT LEASE
total $1,928 · program services $868 · management and general $482 · fundraising $578
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $73,299 · end of year $64,126
-
2 · Savings and temporary cash investments
beginning of year $615,156 · end of year $660,919
-
3 · Pledges and grants receivable
beginning of year $139,005 · end of year $36,055
-
9 · Prepaid expenses and deferred charges
beginning of year $6,708 · end of year $4,474
-
10a · Land, buildings and equipment: cost or other basis
$20,094
-
10b · Land, buildings and equipment: accumulated depreciation
$15,502
-
10c · Land, buildings and equipment, net
beginning of year $3,120 · end of year $4,592
-
15 · Other assets
beginning of year $23,852 · end of year $17,272
-
17 · Accounts payable and accrued expenses
beginning of year $8,662 · end of year $3,559
-
18 · Grants payable
beginning of year $181,157 · end of year $213,489
-
25 · Other liabilities
end of year $7,808
-
27 · Net assets without donor restrictions
beginning of year $532,316 · end of year $526,527
-
28 · Net assets with donor restrictions
beginning of year $139,005 · end of year $36,055
Mission and programs · 2024
Mission
THE UNITED WAY OF SOUTHWEST MINNESOTA INVESTS DONATIONS INTO OUR COMMUNITIES PRIMARILY THROUGH COMMUNITY IMPACT GRANTS. WE FOCUS ON FOUR KEY AREAS: YOUTH OPPORTUNITY, HEALTHY COMMUNITIES, FINANCIAL SECURITY, AND COMMUNITY RESILIENCE. PROGRAMS THAT RECEIVE FUNDING ARE CAREFULLY SELECTED BASED ON THEIR SIGNIFICANT IMPACT ON THE LIVES OF RESIDENTS IN LINCOLN, LYON, MURRAY, YELLOW MEDICINE, AND PARTS OF COTTONWOOD, LAC QUI PARLE, NOBLES, AND REDWOOD COUNTIES IN MINNESOTA.
-
COMMUNITY IMPACT: UNITED WAY OF SOUTHWEST MINNESOTA IS A MINNESOTA NONPROFIT ORGANIZATION. IT IS A LOCAL AUTONOMOUS 501(C)(3) ORGANIZATION WORKING TO CREATE LASTING CHANGES IN PEOPLE'S LIVES AND THE COMMUNITIES IN LINCOLN, LYON, MURRAY, YELLOW MEDICINE AND PORTIONS OF COTTONWOOD, LAC QUI PARLE, NOBLES AND REDWOOD COUNTIES OF MINNESOTA. WE ACCOMPLISH THIS BY PARTNERING WITH NON-PROFIT AGENCIES, SCHOOLS OR LOCAL UNITS OF GOVERNMENT THAT SERVE PEOPLE IN THIS AREA OF THE STATE OF MINNESOTA AND BY TARGETING GRANTS FOR SPECIFIC PROGRAMS THAT PRODUCE OUTCOMES WITHIN THE AREAS OF YOURTH OPPORTUNITY, HEALTHY COMMUNITIES, FINANCIAL STABILITY, AND COMMUNITY RESILIENCE. ANNUALLY, THE UNITED WAY OF SOUTHWEST MINNESOTA BOARD OF DIRECTORS DETERMINES THE OVERALL FUNDING LEVEL FOR COMMUNITY IMPACT GRANTS BASED UPON RESOURCES GATHERED DURING THE PRECEDING FUND-RAISING CAMPAIGN. QUALIFYING ORGANIZATIONS THAT SERVE LOCAL PEOPLE ARE INVITED TO PREPARE GRANT PROPOSALS THAT ADDRESS STRATEGIES WITHIN THE ABOVE LISTED PRIORITY AREAS. GRANT APPLICATIONS UNDERGO REVIEW THROUGH AN ORGANIZED CITIZEN REVIEW PROCESS (OUTLINED IN PART IV, SCHEDULE I, PART 1, LINE 2). RECOMMENDATIONS ARE THEN PRESENTED TO THE UNITED WAY OF SOUTHWEST MINNESOTA'S BOARD OF DIRECTORS FOR FINAL REVIEW AND APPROVAL. APPROVED GRANTS BECOME AVAILABLE JULY 1 OF EACH YEAR. ALL COMMUNITY IMPACT GRANTS ARE PAID OUT IN QUARTERLY INSTALLMENTS.
Expenses $302,789 · Grants $213,489
-
INTERNAL PROGRAMS: UNITED WAY OF SOUTHWEST MINNESOTA FOCUSES ON HEALTH, EDUCATION, FINANCIAL STABILITY, HUNGER, AND SAFETY & WELL-BEING. THE UNITED WAY SUCCESS BY 6 INITIATIVE STRIVES TO MAKE SURE THAT ALL CHILDREN ARE READY TO SUCCEED WHEN THEY ENTER KINDERGARTEN. CHILDREN WHO START BEHIND, STAY BEHIND. KEY STRATEGIES INCLUDE SPONSORSHIP OF THE DOLLY PARTON IMAGINATION LIBRARY PROGRAM WHICH PUTS QUALITY, AGE APPROPRIATE BOOKS INTO THE HANDS OF CHILDREN (BIRTH - AGE 5) EACH MONTH AT NO COST TO THEIR FAMILIES; PREPARATION AND DISTRIBUTION OF SCHOOL READINESS KITS FOR ALL CHILDREN PRIOR TO ENTERING KINDERGARTEN; AND PLANNING AND IMPLEMENTATION OF LITERACY BUILDING AND ENHANCEMENT PROGRAMS. OTHER INITIATIVE EXAMPLES: ANNUAL BACK-TO-SCHOOL SUPPLY DRIVES WHERE UNITED WAY OF SOUTHWEST MINNESOTA PROVIDES STAFF SUPPORT, VOLUNTEERS, PUBLICITY, AND SERVES AS FISCAL AGENT; AND UNITED WAY STAFF ORGANIZE AND RECRUIT VOLUNTEERS FOR TARGETED COMMUNITY PROJECTS, I.E. DAYS OF ACTION, FOOD COLLECTION, AND VOLUNTEER READING EFFORTS. INITIATIVES ARE DEVELOPED OR SUPPORTED WHEN UNITED WAY OF SOUTHWEST MINNESOTA IDENTIFIES A GAP OR NEED THAT IS SIGNIFICANT ENOUGH TO TAKE ACTION.
Expenses $100,742 · Grants $100,742 · Revenue $1,000
-
SMALL GRANTS PROGRAM: IS TO PROVIDE AUPPORT FOR COMMUNITY PROJECTS, PROGRAMS, OR INITIATIVES IN NEED OF A SMALL, ONE-TIME GRANT FOR WORK THAT ALIGNS WITH UWSWMN GOALS FOR THE COMMON GOOD. UWSWMN SMALL GRANTS CAN BE USED FOR PROJECTS SUCH AS: PROGRAM WORK INCLUDING PLANNING, TRAINING AND/OR DEVELOPMENT; ORGANIZATIONAL CAPACITY BUILDING INCLUDING STRATEGIC PLANNING, GOVERNANCE AND OTHER TYPES OF ORGANIZATIONAL PLANNING AND/OR DEVELOPMENT ACTIVITIES; COMMUNITY AND/OR HUMAN SERVICE WORK THAT INCLUDES VOLUNTEER PARTICIPATION OR EMERGING OR UNMET NEEDS; AND/OR TO SUPPORT INNOVATIVE SOLUTIONS TO LOCAL ISSUES.
Expenses $2,074 · Grants $2,074
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Meg LouwagieMEG LOUWAGIE
CEO
- Total calculated
- $64,614
- From this org
- $54,710
- From related orgs
- $0
- Other
- $9,904
- Hours/week
- 40
-
Al CastorAL CASTOR
CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Shawna ChristiansonSHAWNA CHRISTIANSON
COMMUNITY IM
- Total calculated
- $0
- Hours/week
- 3
-
Doug DesmetDOUG DESMET
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Tracie HansenTRACIE HANSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Angie HennenANGIE HENNEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Kim HolmKIM HOLM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Brian JeremiasonBRIAN JEREMIASON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Andy LanoueANDY LANOUE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Melissa MaranellMELISSA MARANELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Rachel NueseRACHEL NUESE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Mike PankaMIKE PANKA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Casey PohlenCASEY POHLEN
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
Cheryl SmithCHERYL SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Matt SubyMATT SUBY
RESOURCE DEV
- Total calculated
- $0
- Hours/week
- 3
-
Scott VossSCOTT VOSS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Cedric WilliamsCEDRIC WILLIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Hans ZahrbockHANS ZAHRBOCK
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 3
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$63,691
YOUTH OPPORTUNITY
-
HEALTHY COMMUNITIES
-
COMMUNITY RESILIENCE
-
COMMUNITY RESILIENCE
-
FINANCIAL SECURITY
-
COMMUNITY RESILIENCE
-
$16,000
YOUTH OPPORTUNITY
-
$15,526
YOUTH OPPORTUNITY
-
$14,000
HEALTHY COMMUNITIES
-
$13,327
YOUTH OPPORTUNITY
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 15 December 2025
- IRS schema version
- 2024v5.0
- Source object
- 202543509349300429
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