United Way Of Southwest Minnesota is located in Marshall, MN. The organization was established in 1998. 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 06/2022, United Way Of Southwest Minnesota employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of Southwest Minnesota 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 06/2022, United Way Of Southwest Minnesota generated $489.7k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (2.2%) each year. All expenses for the organization totaled $477.1k during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (1.9%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, United Way Of Southwest Minnesota has awarded 128 individual grants totaling $2,348,093. 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
SEE SCHEDULE O.
Describe the Organization's Program Activity:
Part 3 - Line 4a
COMMUNITY IMPACT: UNITED WAY OF SOUTHWEST MINNESOTA IS A MINNESOTA NONPROFIT CORPORATION. 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 HEALTH, EDUCATION, FINANCIAL STABILITY, HUNGER, AND SAFETY & WELL-BEING. 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 THOUGH 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 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.
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 SPONSORSHOP 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 INITIATIVES EXAMPLES: ANNUAL BACK-TO-SCHOOL SUPPLY DRIVES WHERE UNITED WAY OF SOUTHWEST MINNESOTA PROVIDES STAFF SUPPORT, VOLUNTEERS, PUBLICITY, AND SERVES AS FISCAL AGENT; SUMMER PROGRAMS; AND UNITED WAY STAFF ORGANIZE AND RECRUIT VOLUNTEERS FOR TARGETED COMMUNITY PROJECTS, I.E. DAYS OF ACTION, FOOD COLLECTION, VOLUNTEER READING EFFORTS; DISTRIBUTION OF PRESCRIPTION DRUG DISCOUNT CARDS TO PHARMACIES AND PLACES WHERE PEOPLE WHO NEED THEM WILL BE ABLE TO ACCESS THE CARDS; ANNUAL PREPARATION, PRINTING AND DISTRIBUTION OF COMMUNITY RESOURCE GUIDES, A PRINTED SUPPLEMENT TO THE UNITED WAY 211 INFORMATION AND REFERRAL SERVICE IS DONE BY UNITED WAY OF SOUTHWEST MINNESOTA STAFF AND VOLUNTEERS. INITIATIVES ARE DEVELOPED OR SUPPORTED WHEN UNITED WAY OF SOUTHWEST MINNESOTA IDENTIFIES A GAP OR A NEED THAT IS SIGNIFICANT ENOUGH TO TAKE ACTION.
SMALL GRANTS PROGRAM: IS TO PROVIDE SUPPORT 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 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. THERE WERE NO GRANTS PROVIDED OUT OF THE SMALL GRANTS PROGRAM IN THE CURRENT YEAR.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Sarah Kicmal Previous CEO | Officer | 40 | $51,971 |
Michelle Warme Treasurer | OfficerTrustee | 3 | $0 |
Al Castor Resource Development | OfficerTrustee | 3 | $0 |
Brian Jeremiason Community Impact | OfficerTrustee | 3 | $0 |
Terry Kriz Chair | OfficerTrustee | 3 | $0 |
Rachel Nuese Vice Chair | OfficerTrustee | 3 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $15,766 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $471,683 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $487,449 |
Total Program Service Revenue | $0 |
Investment income | $1,096 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $0 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $489,702 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $299,115 |
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. | $50,717 |
Compensation of current officers, directors, key employees. | $9,597 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $48,720 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $15,576 |
Payroll taxes | $7,354 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $5,594 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $1,966 |
Advertising and promotion | $0 |
Office expenses | $2,227 |
Information technology | $4,044 |
Royalties | $0 |
Occupancy | $18,000 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $2,149 |
Interest | $0 |
Payments to affiliates | $8,181 |
Depreciation, depletion, and amortization | $704 |
Insurance | $2,151 |
All other expenses | $0 |
Total functional expenses | $477,078 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $9,652 |
Savings and temporary cash investments | $731,618 |
Pledges and grants receivable | $82,273 |
Accounts receivable, net | $0 |
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 | $6,406 |
Net Land, buildings, and equipment | $746 |
Investments—publicly traded securities | $0 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $830,695 |
Accounts payable and accrued expenses | $2,766 |
Grants payable | $224,217 |
Deferred revenue | $0 |
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 | $0 |
Total liabilities | $226,983 |
Net assets without donor restrictions | $521,439 |
Net assets with donor restrictions | $82,273 |
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 | $830,695 |
Over the last fiscal year, United Way Of Southwest Minnesota has awarded $260,995 in support to 11 organizations.
Grant Recipient | Amount |
---|---|
Marshall, MN PURPOSE: EDUCATION | $58,173 |
Marshall, MN PURPOSE: HUNGER | $40,822 |
Marshall, MN PURPOSE: SAFETY & WELL-BEING | $32,500 |
Marshall, MN PURPOSE: SAFETY & WELL-BEING | $27,500 |
Minneapolis, MN PURPOSE: EDUCATION | $23,500 |
Marshall, MN PURPOSE: FINANCIAL STABILITY | $19,500 |
Over the last fiscal year, we have identified 9 grants that United Way Of Southwest Minnesota has recieved totaling $141,946.
Awarding Organization | Amount |
---|---|
United Way Of Southwest Minnesota Marshall, MN PURPOSE: EDUCATION | $58,173 |
Schwans Corporate Giving Foundation Marshall, MN PURPOSE: HONORING EMPLOYEE CAMPAIGN IN MARSHALL, MN | $37,724 |
Charities Aid Foundation America Alexandria, VA PURPOSE: CHARITABLE DONATION | $35,751 |
Land O L Foundation St Paul, MN PURPOSE: MEMBER CO-OP MATCHES | $5,565 |
The Duke Energy Foundation Charlotte, NC PURPOSE: MATCHING GIFTS | $1,981 |
Xcel Energy Foundation Minneapolis, MN PURPOSE: MATCHING EMPLOYEE DONATION | $1,538 |
Organization Name | Assets | Revenue |
---|---|---|
United Way Of Greater Milwaukee & Waukesha County Inc Milwaukee, WI | $57,056,595 | $64,052,238 |
Greater Twin Cities United Way Minneapolis, MN | $131,397,199 | $56,166,906 |
Aurora Health Care Foundation Inc Milwaukee, WI | $332,167,553 | $7,899,285 |
United Way Of Central Iowa Des Moines, IA | $37,480,917 | $26,442,012 |
Minneapolis Jewish Federation Minneapolis, MN | $195,630,681 | $22,381,825 |
Milwaukee Jewish Federation Inc Milwaukee, WI | $275,238,952 | $33,191,987 |
United Way Of Dane County Inc Madison, WI | $25,467,311 | $22,528,941 |
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 |