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Nonprofit · EIN 23-7366680

UNITED WAY OF STEELE COUNTY

Tax-exempt · OWATONNA, MN 55060

Financials

$1.1M$1.2M2023$1.2M$1.3M2024
Revenue Expenses · by fiscal year end
Financials of UNITED WAY OF STEELE COUNTY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,227,093$1,331,502-$104,409$1,500,401$628,406$871,995
December 31, 2023990$1,118,994$1,235,589-$116,595$1,561,997$616,674$945,323
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,190,551
of which government grants
$189,486
Program service revenue
$0
Investment income
$38,161
Net gain from sales of assets
$184
Net income from fundraising events
-$16,884
Other revenue
-$1,619

Expenses

Grants and similar amounts paid
$593,251
Compensation of officers, directors and key employees
$75,200
Other salaries and wages
$172,401
Salaries, compensation and benefits (total)
$315,793
Professional fundraising fees
$0
Accounting fees
$45,155
Occupancy
$39,903
Depreciation
$225
Program services (functional)
$874,943
Management and general (functional)
$245,015
Fundraising (functional)
$211,544

Balance sheet and other

Total assets, start of year
$1,561,997
Total assets, end of year
$1,500,401
Total liabilities, end of year
$628,406
Net assets, end of year
$871,995
Net assets without donor restrictions
$871,995
Gross receipts
$1,505,106
Employees
6
Volunteers
579
Year formed
1974
State of legal domicile
MN

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
ANNETTE DUNCANPRESIDENT
Officer
40$75,200
TODD TROUTCHAIR
Trustee or director, Officer
0.63$0
STEPHANIE OLSONPAST CHAIR
Trustee or director, Officer
0.63$0
KAREN DUNCANSECRETARY
Trustee or director, Officer
0.63$0
BEN FLEMKEVICE CHAIR
Trustee or director, Officer
0.63$0
STEPHANIE WANOUSVICE CHAIR
Trustee or director, Officer
0.63$0
TYLER NELSONVICE CHAIR
Trustee or director, Officer
0.63$0
TYLER BORSTTREASURER
Trustee or director, Officer
0.63$0
TESS BROWNCHAIR ELECT
Trustee or director, Officer
0.63$0
CHRISTINA WETMOREDIRECTOR
Trustee or director
0.63$0
JASON KLEEBERGERDIRECTOR
Trustee or director
0.63$0
JEFFREY ELSTADDIRECTOR
Trustee or director
0.63$0
GRACE HANNOVERDIRECTOR
Trustee or director
0.63$0
WARREN SIMONSDIRECTOR
Trustee or director
0.63$0
MELINDA ESTEYDIRECTOR
Trustee or director
0.63$0
8 more people on this return
NameTitleHours / weekCompensation
RACHEL BOSSDIRECTOR
Trustee or director
0.63$0
MATT BISSONETTEDIRECTOR
Trustee or director
0.63$0
BRIAN COLEMANDIRECTOR
Trustee or director
0.63$0
SCOTT KOZELKADIRECTOR
Trustee or director
0.63$0
BRAD MEIERDIRECTOR
Trustee or director
0.63$0
HERMINIA MACKDIRECTOR
Trustee or director
0.63$0
OSCAR MAZARIEGODIRECTOR
Trustee or director
0.63$0
RENAE FRYDIRECTOR
Trustee or director
0.63$0
990 for the year ended December 31, 2023: 16 people
NameTitleHours / weekCompensationOther / benefits
ANNETTE DUNCANPRESIDENT
Officer
40$71,211$9,646
RACHEL PETERSONCHAIR
Trustee or director, Officer
0.63$0$0
TODD TROUTVICE CHAIR
Trustee or director, Officer
0.63$0$0
TESSA HEYER-BROWNVICE CHAIR
Trustee or director, Officer
0.63$0$0
WARREN SIMONSTREASURER
Trustee or director, Officer
0.63$0$0
KAREN DUNCANSECRETARY
Trustee or director, Officer
0.63$0$0
CHRISTINA WETMOREDIRECTOR
Trustee or director
0.63$0$0
MATT DURANDDIRECTOR
Trustee or director
0.63$0$0
STEPHANIE WANOUSDIRECTOR
Trustee or director
0.63$0$0
RYAN GILLESPIEDIRECTOR
Trustee or director
0.63$0$0
JASON KLEEBERGERDIRECTOR
Trustee or director
0.63$0$0
ABDULAHI OSMANDIRECTOR
Trustee or director
0.63$0$0
BEN FLEMKEDIRECTOR
Trustee or director
0.63$0$0
GRACE HANOVERDIRECTOR
Trustee or director
0.63$0$0
MELINDA ESTEYDIRECTOR
Trustee or director
0.63$0$0
RACHEL BOSSDIRECTOR
Trustee or director
0.63$0$0

Address and contacts

Address (IRS master file)
PO BOX 32, OWATONNA, MN 55060-0032
Principal officer (990 for 2024)
ANNETTE DUNCAN, 245 SE 18TH ST STE 1, OWATONNA, MN 55060
Signed the 990
ANNETTE DUNCAN, PRESIDENT
Phone
(507) 455-1180
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

TO CHANGE LIVES BY MOBILIZING AND OPTIMIZING THE CARING POWER OF OUR COMMUNITY.

990 for the year ended December 31, 2024

Program accomplishments

  • THE ORGANIZATION IS A NON PROFIT VOLUNTARY COMMUNITY ASSISTANCE AGENCY DEDICATED TO ALLOCATING PLEDGES RECEIVED, SUBSTANTIALLY ALL FROM STEELE COUNTY BUSINESSES AND INDIVIDUALS, TO VARIOUS OTHER AGENCIES TO BETTER SERVE THE COMMUNITY AND THE SURROUNDING AREA. SERVED 18 AGENCIES DURING THE YEAR.
    Expenses $874,943 · grants $593,251

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
23-7366680
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1974
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,500,401
Income (IRS master file)
$1,505,106

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,227,093$1,331,502$1,500,401XML
990December 2023$1,118,994$1,235,589$1,561,997XML
990December 2022$1,228,622$1,232,764$1,620,750IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7366680).

Questions about UNITED WAY OF STEELE COUNTY

What is the EIN of UNITED WAY OF STEELE COUNTY?
The employer identification number (EIN) of UNITED WAY OF STEELE COUNTY is 23-7366680.
Is UNITED WAY OF STEELE COUNTY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
Are donations to UNITED WAY OF STEELE COUNTY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UNITED WAY OF STEELE COUNTY file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UNITED WAY OF STEELE COUNTY due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UNITED WAY OF STEELE COUNTY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of UNITED WAY OF STEELE COUNTY?
The 990 for the year ended December 31, 2024 names ANNETTE DUNCAN.
Who are the officers and directors of UNITED WAY OF STEELE COUNTY?
The 990 for the year ended December 31, 2024 lists 23 people; 1 received compensation from the organization, the highest $75,200 (ANNETTE DUNCAN, PRESIDENT).
How much revenue does UNITED WAY OF STEELE COUNTY have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,227,093, expenses of $1,331,502 and total assets of $1,500,401 at year end.

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