UNITED WAY OF STEELE COUNTY

EIN: 237366680 501(c)(3) Philanthropy & Grantmaking

OWATONNA, MN

Total Revenue
$1,118,994
Total Expenses
$1,235,589
Total Assets
$1,561,997
Net Assets
$945,323
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
MN
Principal Officer
ANNETTE DUNCAN
Phone
5074551180
Tax Period
2023-01-01 to 2023-12-31

UNITED WAY OF STEELE COUNTY, founded in 1974, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $1.2M exceeded revenue, resulting in a 10% operating deficit.

Mission

SUPPORT OF QUALIFIED 501(C)3 AGENCIES

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,076,754
Program Service Revenue $0
Investment Income $34,718
Other Revenue $7,522
TOTAL REVENUE $1,118,994

Expense Breakdown

Grants Paid $618,375
Salaries & Benefits $280,382
Fundraising Expenses $183,373
Program Expenses $947,068
Other Expenses $336,832
TOTAL EXPENSES $1,235,589

Year-over-Year Comparison

2023 2022 Change
Revenue $1,118,994 $1,228,622 -0.1%
Expenses $1,235,589 $1,232,764 +0.0%
Net Income $-116,595 $-4,142 +27.1%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
16
Independent Members
16
Employees
4
Volunteers
911

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$80,857
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RACHEL PETERSON CHAIR 0.63
Officer Director
$0 $0 $0
TODD TROUT VICE CHAIR 0.63
Officer Director
$0 $0 $0
TESSA HEYER-BROWN VICE CHAIR 0.63
Officer Director
$0 $0 $0
WARREN SIMONS TREASURER 0.63
Officer Director
$0 $0 $0
KAREN DUNCAN SECRETARY 0.63
Officer Director
$0 $0 $0
CHRISTINA WETMORE DIRECTOR 0.63
Director
$0 $0 $0
MATT DURAND DIRECTOR 0.63
Director
$0 $0 $0
STEPHANIE WANOUS DIRECTOR 0.63
Director
$0 $0 $0
RYAN GILLESPIE DIRECTOR 0.63
Director
$0 $0 $0
JASON KLEEBERGER DIRECTOR 0.63
Director
$0 $0 $0
ABDULAHI OSMAN DIRECTOR 0.63
Director
$0 $0 $0
BEN FLEMKE DIRECTOR 0.63
Director
$0 $0 $0
GRACE HANOVER DIRECTOR 0.63
Director
$0 $0 $0
MELINDA ESTEY DIRECTOR 0.63
Director
$0 $0 $0
RACHEL BOSS DIRECTOR 0.63
Director
$0 $0 $0
ANNETTE DUNCAN PRESIDENT 40.00
Officer
$71,211 $9,646 $80,857
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $1,118,994 $1,235,589 $1,561,997 $-116,595
2022 $1,228,622 $1,232,764 $1,620,750 $-4,142
2021 $1,035,102 $1,055,187 $1,716,372 $-20,085
2020 $1,003,644 $1,102,631 $1,690,859 $-98,987
2019 $1,121,371 $990,147 $1,739,399 $131,224
2018 $1,096,609 $1,071,166 $1,618,119 $25,443
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