Nonprofit · EIN 41-6023143
UNITED WAY OF SOUTHWEST MINNESOTA
Tax-exempt · MARSHALL, MN 56258
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $409,767 | $518,506 | -$108,739 | $787,438 | $224,856 | $562,582 |
| June 30, 2024 | 990 | $571,722 | $498,797 | $72,925 | $861,140 | $189,819 | $671,321 |
| June 30, 2023 | 990 | $483,822 | $496,551 | -$12,729 | $820,050 | $229,067 | $590,983 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $384,166
- Program service revenue
- $1,000
- Investment income
- $20,284
- Net income from gaming
- $2,766
- Other revenue
- $4,317
Expenses
- Grants and similar amounts paid
- $316,305
- Compensation of officers, directors and key employees
- $65,803
- Other salaries and wages
- $44,824
- Salaries, compensation and benefits (total)
- $129,676
- Professional fundraising fees
- $0
- Accounting fees
- $7,218
- Occupancy
- $18,000
- Depreciation
- $501
- Program services (functional)
- $405,605
- Management and general (functional)
- $47,578
- Fundraising (functional)
- $65,323
Balance sheet and other
- Total assets, start of year
- $861,140
- Total assets, end of year
- $787,438
- Total liabilities, end of year
- $224,856
- Net assets, end of year
- $562,582
- Land, buildings and equipment
- $4,592
- Net assets without donor restrictions
- $526,527
- Net assets with donor restrictions
- $36,055
- Gross receipts
- $434,820
- Employees
- 2
- Volunteers
- 201
- Year formed
- 1962
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MEG LOUWAGIE | CEO Officer | 40 | $54,710 | $9,904 |
| AL CASTOR | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| SHAWNA CHRISTIANSON | COMMUNITY IM Trustee or director, Officer | 3 | $0 | $0 |
| DOUG DESMET | DIRECTOR Trustee or director | 3 | $0 | $0 |
| TRACIE HANSEN | DIRECTOR Trustee or director | 3 | $0 | $0 |
| ANGIE HENNEN | DIRECTOR Trustee or director | 3 | $0 | $0 |
| KIM HOLM | DIRECTOR Trustee or director | 3 | $0 | $0 |
| BRIAN JEREMIASON | DIRECTOR Trustee or director | 3 | $0 | $0 |
| ANDY LANOUE | DIRECTOR Trustee or director | 3 | $0 | $0 |
| MELISSA MARANELL | DIRECTOR Trustee or director | 3 | $0 | $0 |
| RACHEL NUESE | DIRECTOR Trustee or director | 3 | $0 | $0 |
| MIKE PANKA | DIRECTOR Trustee or director | 3 | $0 | $0 |
| CASEY POHLEN | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| CHERYL SMITH | DIRECTOR Trustee or director | 3 | $0 | $0 |
| MATT SUBY | RESOURCE DEV Trustee or director, Officer | 3 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT VOSS | DIRECTOR Trustee or director | 3 | $0 |
| CEDRIC WILLIAMS | DIRECTOR Trustee or director | 3 | $0 |
| HANS ZAHRBOCK | VICE CHAIR Trustee or director, Officer | 3 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MEG LOUWAGIE | CEO Officer | 40 | $54,035 | $9,588 |
| AL CASTOR | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| SHAWNA CHRISTIANSON | DIRECTOR Trustee or director | 3 | $0 | $0 |
| DOUG DESMET | DIRECTOR Trustee or director | 3 | $0 | $0 |
| HAYLEY FRUIN | DIRECTOR Trustee or director | 3 | $0 | $0 |
| KIM HOLM | DIRECTOR Trustee or director | 3 | $0 | $0 |
| GEORGE TAYLOR III | DIRECTOR Trustee or director | 3 | $0 | $0 |
| BRIAN JEREMIASON | DIRECTOR Trustee or director | 3 | $0 | $0 |
| RACHEL NUESE | PAST CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| MOLLY PETERSON | DIRECTOR Trustee or director | 3 | $0 | $0 |
| CASEY POHLEN | CO TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| CURT SCHAKE | COMMUNITY IM Trustee or director, Officer | 3 | $0 | $0 |
| MATT SUBY | RESOURCE DEV Trustee or director, Officer | 3 | $0 | $0 |
| MICHELLE WARME | CO-TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| HANS ZAHRBOCK | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MEG LOUWAGIE | CEO Officer | 40 | $34,316 |
| AL CASTOR | VICE CHAIR Trustee or director, Officer | 3 | $0 |
| SHAWNA CHRISTIANSON | DIRECTOR Trustee or director | 3 | $0 |
| DOUG DESMET | DIRECTOR Trustee or director | 3 | $0 |
| HAYLEY FRUIN | DIRECTOR Trustee or director | 3 | $0 |
| KIM HOLM | DIRECTOR Trustee or director | 3 | $0 |
| BRIAN JEREMIASON | COMMUNITY IM Trustee or director, Officer | 3 | $0 |
| JOSEPH KARANJA | DIRECTOR Trustee or director | 3 | $0 |
| TERRY KRIZ | PAST CHAIR Trustee or director, Officer | 3 | $0 |
| SEE MOUA-LESKE | DIRECTOR Trustee or director | 3 | $0 |
| RACHEL NUESE | CHAIR Trustee or director, Officer | 3 | $0 |
| MELANIE PEDERSEN | DIRECTOR Trustee or director | 3 | $0 |
| MOLLY PETERSON | DIRECTOR Trustee or director | 3 | $0 |
| CASEY POHLEN | DIRECTOR Trustee or director | 3 | $0 |
| CURT SCHAKE | DIRECTOR Trustee or director | 3 | $0 |
| MATT SUBY | DIRECTOR Trustee or director | 3 | $0 |
| KASSI TIETZ | DIRECTOR Trustee or director | 3 | $0 |
| MICHELLE WARME | TREASURER Trustee or director, Officer | 3 | $0 |
| HANS ZAHRBOCK | RESOURCE DEV Trustee or director, Officer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 41, MARSHALL, MN 56258-0041
- Principal officer (990 for 2024)
- MEG LOUWAGIE, SAME AS C ABOVE, MARSHALL, MN 56258
- Signed the 990
- MEG LOUWAGIE, CEO
- Phone
- (507) 929-2273
- Website
- WWW.UNITEDWAYSWMN.ORG
- Return prepared by
- DANA F COLE & COMPANY LLP
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.
Program accomplishments
- 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
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 41-6023143
- 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
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $787,438
- Income (IRS master file)
- $434,820
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $409,767 | $518,506 | $787,438 | XML |
| 990 | June 2024 | $571,722 | $498,797 | $861,140 | XML |
| 990 | June 2023 | $483,822 | $496,551 | $820,050 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 41-6023143).
Questions about UNITED WAY OF SOUTHWEST MINNESOTA
- What is the EIN of UNITED WAY OF SOUTHWEST MINNESOTA?
- The employer identification number (EIN) of UNITED WAY OF SOUTHWEST MINNESOTA is 41-6023143.
- Is UNITED WAY OF SOUTHWEST MINNESOTA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to UNITED WAY OF SOUTHWEST MINNESOTA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF SOUTHWEST MINNESOTA 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 SOUTHWEST MINNESOTA due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF SOUTHWEST MINNESOTA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITED WAY OF SOUTHWEST MINNESOTA?
- The 990 for the year ended June 30, 2025 names MEG LOUWAGIE.
- Who are the officers and directors of UNITED WAY OF SOUTHWEST MINNESOTA?
- The 990 for the year ended June 30, 2025 lists 18 people; 1 received compensation from the organization, the highest $54,710 (MEG LOUWAGIE, CEO).
- How much revenue does UNITED WAY OF SOUTHWEST MINNESOTA have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $409,767, expenses of $518,506 and total assets of $787,438 at year end.
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- WESTERN MENTAL HEALTH CENTER INC EIN 41-0877940 · last filed 990 for 2025
- SOUTHWEST MINNESOTA STATE UNIVERSITY FOUNDATION INC SMSU FDN EIN 23-7108470 · last filed 990 for 2025
- SOUTHWEST MINNESOTA PRIVATE INDUSTRY COUNCIL INC EIN 41-1487964 · last filed 990 for 2025
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All nonprofits in MARSHALL · Minnesota · Philanthropy, voluntarism and grantmaking foundations