United Way Of Olmsted County Inc is located in Rochester, MN. The organization was established in 1963. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 03/2022, United Way Of Olmsted County Inc employed 30 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of Olmsted County Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 03/2022, United Way Of Olmsted County Inc generated $3.8m in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (1.3%) each year. All expenses for the organization totaled $3.8m during the year ending 03/2022. As we would expect to see with falling revenues, expenses have declined by (1.5%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, United Way Of Olmsted County Inc has awarded 351 individual grants totaling $13,750,635. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
UNITING PEOPLE AND RESOURCES TO IMPROVE PEOPLE'S LIVES IN OUR COMMUNITY
Describe the Organization's Program Activity:
Part 3 - Line 4a
GRANTS: UNITED WAY OF OLMSTED COUNTY IS FOCUSED ON THESE BUILDING BLOCKS OF A GOOD QUALITY OF LIFE. WE FIGHT FOR EVERY INDIVIDUAL IN OUR COMMUNITY BY FOCUSING ON: FINANCIAL STABILITY - MOVING INDIVIDUALS AND FAMILIES TOWARD FINANCIAL INDEPENDENCE AND ENSURING BASIC NEEDS ARE MET. EDUCATION - PREPARING CHILDREN AND YOUTH TO SUCCEED IN SCHOOL AND IN THE COMMUNITY. HEALTH - PROMOTING PHYSICAL AND MENTAL WELLBEING. OUR GOAL IS TO CREATE LASTING CHANGE BY ADDRESSING THE UNDERLYING CAUSES OF SOCIAL PROBLEMS. WE ARE MOBILIZING THE COMMUNITY AND BUILDING COLLABORATIONS THAT PRODUCE RESULTS. TOGETHER, WE ARE CHANGING OLMSTED COUNTY FOR THE BETTER FOR ALL OF US.
PARTNERSHIPS AND INITIATIVES: (1) RUNNING START FOR SCHOOL MOBILIZES THE COMMUNITY TO COLLECT BACKPACKS AND SCHOOL SUPPLIES THROUGH THE SUMMER MONTHS AND THEN DISTRIBUTES THE DONATED SUPPLIES TO LOCAL SCHOOLS FOR CHILDREN WHO ARE ELIGIBLE FOR FREE OR REDUCED LUNCH. (2) 211 IS A FREE, CONFIDENTIAL, AND MULTILINGUAL HUMAN SERVICE INFORMATION AND REFERRAL RESOURCE AVAILABLE BY PHONE, TEXT, ONLINE CHAT, AND ONLINE SELF-SEARCH. INFORMATION IS AVAILABLE 24 HOURS A DAY ON A VARIETY OF TOPICS INCLUDING CHILDCARE, COUNSELING, FOOD, HEALTH SERVICES, HOUSING, LEGAL ASSISTANCE, TRANSPORTATION, VOLUNTEERING, AND MORE. (3) GET CONNECTED, UNITED WAY'S ONLINE TOOL TO CONNECT VOLUNTEERS TO OPPORTUNITIES AND EVENTS, ALLOWS PEOPLE TO VOLUNTEER WITH LOCAL ORGANIZATIONS THAT FIT THE VOLUNTEER'S SCHEDULE AND INTERESTS. (4) IMAGINATION LIBRARY PROVIDES CHILDREN LIVING IN OLMSTED COUNTY THE OPPORTUNITY TO RECEIVE A FREE, AGE-APPROPRIATE BOOK IN THE MAIL EACH MONTH FROM BIRTH TO THEIR FIFTH BIRTHDAY. EACH BOOK IS SELECTED FOR THE DEVELOPMENTAL BENEFITS IT BRINGS. (5) THE VITA FREE TAX PREPARATION INITIATIVE CONNECTS LOW- TO MODERATE-INCOME FAMILIES TO OPPORTUNITIES TO FILE THEIR TAXES FOR FREE. (6) A COMMUNITY SCHOOL IS BOTH A PLACE AND SET OF COLLECTIVE PARTNERSHIPS BETWEEN ROCHESTER PUBLIC SCHOOLS, UNITED WAY OF OLMSTED COUNTY, THE INDIVIDUAL SCHOOL SITE, AND OTHER COMMUNITY RESOURCES. UNITED WAY OF OLMSTED COUNTY SERVES AS A LEAD PARTNER WITHROCHESTER PUBLIC SCHOOLS TO FACILITATE THE PARTNERSHIP AND ORGANIZE COMMUNITY RESOURCES TO SUPPORT STUDENT SUCCESS AT SEVEN SITES. EACH SITE HAS GOALS ESTABLISHED IN THE AREAS OF ATTENDANCE, BEHAVIOR AND CURRICULUM IMPROVEMENTS AND UTILIZES RESULTS BASED ACCOUNTABILITY TO TRACK GROWTH. (7) CRADLE 2 CAREER IS A COMMUNITY WIDE INITIATIVE THAT UTILIZES THE NATIONALLY RECOGNIZED STRIVE TOGETHER MODEL TO IMPLEMENT A MULTIYEAR, MULTI-PHASE PROGRAM TO IMPROVE EDUCATIONAL OUTCOMES IN OUR COMMUNITY AND ENSURE EVERY CHILD AND YOUNG ADULT SUCCEEDSCRADLE TO CAREER, THROUGH SHARED PURPOSE, ALIGNMENT AND ACCOUNTABILITY AMONG COMMUNITY PARTNERS. UNITED WAY OF OLMSTED COUNTY IS ONE OF SEVERAL PARTNER ORGANIZATIONS AND SERVES A VARIETY OF ROLES WITHIN THE COMMUNITY WIDE INITIATIVE, INCLUDING ADMINISTRATIVE SUPPORT, DATA SUPPORT AND LEADERSHIP.
DONOR DESIGNATIONS:AS A SERVICE TO OUR DONORS, LOCAL AGENCIES, AND COMPANIES THAT RUN CAMPAIGNS, WE WILL PROCESS CONTRIBUTIONS DESIGNATED BY THE DONOR TO A SPECIFIC AGENCY. WE WILL RAISE, COLLECT AND FORWARD DONOR CONTRIBUTIONS TO THE DONOR'S CHOSEN NONPROFIT ORGANIZATION. EXPENSES ONLY INCLUDE DESIGNATED DOLLARS TO BE DISTRIBUTED, AND DO NOT INCLUDE ANY EXPENSES FOR FUNDRAISING OR PROCESSING OF THE DESIGNATED DONATIONS.
COMMUNITY IMPACT, ADVOCACY, GRANT MAKING, CAPACITY BUILDING AND RESULT TRACKING: EXPENSES INCURRED BY THE ORGANIZATION TO ASSESS COMMUNITY NEEDS, PROVIDE OUTCOME MEASUREMENT TRAINING TO VARIOUS ENTITIES IN THE COMMUNITY; PROVIDE PROGRAM ASSESSMENT, REVIEW AND SELECTION; ADMINISTER GRANTS; PROVIDE FINANCIAL AND STEWARDSHIP OVERSIGHT OF GRANT RECIPIENTS; PROVIDE CAPACITY BUILDING FOR AGENCIES; ADVOCATE FOR CAUSES; AND PARTICIPATE IN COMMUNITY PARTNERSHIPS TO ADVANCE COMMON GOALS IN THE FOUR FOCUSED AREAS.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Jerome Ferson President | Officer | 38 | $143,091 |
Dale O'groske Chief Financial Officer | Officer | 38 | $80,778 |
Angie Puffer Chair | OfficerTrustee | 2 | $0 |
Shamila Amarasekera Vice Chair | OfficerTrustee | 2 | $0 |
Paul Tieskoetter Treasurer | OfficerTrustee | 2 | $0 |
James Barnhart Director | Trustee | 1 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $6,776 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $241,151 |
All other contributions, gifts, grants, and similar amounts not included above | $2,934,232 |
Noncash contributions included in lines 1a–1f | $28,376 |
Total Revenue from Contributions, Gifts, Grants & Similar | $3,182,159 |
Total Program Service Revenue | $375,385 |
Investment income | $68,789 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | -$14,805 |
Net Gain/Loss on Asset Sales | $136,854 |
Net Income from Fundraising Events | -$522 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $3,759,142 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $1,763,960 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $323,956 |
Compensation of current officers, directors, key employees. | $154,714 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $882,171 |
Pension plan accruals and contributions | $53,487 |
Other employee benefits | $106,882 |
Payroll taxes | $66,977 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $15,011 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $28,498 |
Fees for services: Other | $2,764 |
Advertising and promotion | $107,844 |
Office expenses | $28,083 |
Information technology | $90,189 |
Royalties | $0 |
Occupancy | $48,180 |
Travel | $509 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $31,002 |
Interest | $2,031 |
Payments to affiliates | $54,299 |
Depreciation, depletion, and amortization | $2,677 |
Insurance | $13,329 |
All other expenses | $0 |
Total functional expenses | $3,840,840 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $180 |
Savings and temporary cash investments | $648,845 |
Pledges and grants receivable | $1,745,058 |
Accounts receivable, net | $72,183 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $42,472 |
Net Land, buildings, and equipment | $573,468 |
Investments—publicly traded securities | $2,157,966 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $5,240,172 |
Accounts payable and accrued expenses | $77,205 |
Grants payable | $292,368 |
Deferred revenue | $37,997 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $482,973 |
Total liabilities | $890,543 |
Net assets without donor restrictions | $2,101,057 |
Net assets with donor restrictions | $2,248,572 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $5,240,172 |
Over the last fiscal year, United Way Of Olmsted County Inc has awarded $1,568,053 in support to 45 organizations.
Grant Recipient | Amount |
---|---|
Rochester, MN PURPOSE: PROGRAM AWARD AND DESIGNATIONS | $285,213 |
Rochester, MN PURPOSE: PROGRAM AWARD AND DESIGNATIONS | $123,388 |
ROCHESTER PUBLIC SCHOOLS ISD 535 PURPOSE: PROGRAM AWARD - $86,029; BACKPACKS DELIVERED TO THE DISTRICT - $36,589 | $122,618 |
Roseville, MN PURPOSE: PROGRAM AWARD AND DESIGNATIONS | $110,860 |
Rochester, MN PURPOSE: PROGRAM AWARD AND DESIGNATIONS | $91,486 |
Rochester, MN PURPOSE: PROGRAM AWARD AND DESIGNATIONS | $89,360 |
Over the last fiscal year, we have identified 13 grants that United Way Of Olmsted County Inc has recieved totaling $518,435.
Awarding Organization | Amount |
---|---|
Mayo Clinic Rochester, MN PURPOSE: SUPPORT CHARITABLE PROGRAMS | $307,500 |
Rochester Area Foundation Rochester, MN PURPOSE: PROGRAM SUPPORT | $58,770 |
T Rowe Price Program For Charitable Giving Inc Baltimore, MD PURPOSE: GENERAL OPERATING | $50,500 |
Otto Bremer Trust St Paul, MN PURPOSE: BUILD BACK BETTER | $39,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $27,250 |
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $11,903 |
Beg. Balance | $553,499 |
Earnings | $11,909 |
Admin Expense | $4,498 |
Grants | $25,520 |
Ending Balance | $535,390 |
Organization Name | Assets | Revenue |
---|---|---|
Marquardt Home And Community Based Services Inc Watertown, WI | $9,140,172 | $14,598,397 |
Best Buy Foundation Richfield, MN | $56,998,788 | $22,106,255 |
United Way Fox Cities Inc Menasha, WI | $16,186,120 | $10,302,524 |
Sioux Empire United Way Inc Sioux Falls, SD | $14,046,411 | $8,857,048 |
New Harmony Care Center Inc Edina, MN | $17,674,874 | $11,846,414 |
United Way Of East Central Iowa Cedar Rapids, IA | $18,620,645 | $6,956,778 |
Wisconsin Regional Training Partnership Inc Milwaukee, WI | $5,167,350 | $7,096,517 |
United Way Quad Cities Bettendorf, IA | $12,852,824 | $6,411,474 |
Marquardt Management Services Inc Watertown, WI | $6,505,877 | $7,287,760 |
United Way Of Racine County Inc Racine, WI | $12,886,220 | $9,907,710 |
United Way Of Cass-Clay Fargo, ND | $8,673,446 | $5,532,076 |
Midamerican Energy Foundation Des Moines, IA | $31,627,129 | $16,741,976 |