Skip to content
Nonprofiteer
← UNITED WAY OF SOUTHWEST MINNESOTA

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 Louwagie

    CEO

    Total calculated
    $64,614
    From this org
    $54,710
    From related orgs
    $0
    Other
    $9,904
    Hours/week
    40
  • Al Castor

    CHAIR

    Total calculated
    $0
    Hours/week
    3
  • Shawna Christianson

    COMMUNITY IM

    Total calculated
    $0
    Hours/week
    3
  • Doug Desmet

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Tracie Hansen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Angie Hennen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Kim Holm

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Brian Jeremiason

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Andy Lanoue

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Melissa Maranell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Rachel Nuese

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Mike Panka

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Casey Pohlen

    TREASURER

    Total calculated
    $0
    Hours/week
    3
  • Cheryl Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Matt Suby

    RESOURCE DEV

    Total calculated
    $0
    Hours/week
    3
  • Scott Voss

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Cedric Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Hans 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

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

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.