ROCHESTER, MN
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)UNITED WAY OF SOUTHEAST MINNESOTA, founded in 1925, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.1M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $3.5M exceeded revenue, resulting in a 11% operating deficit.
UNITED WAY OF SOUTHEAST MINNESOTA IS AN AGENT OF COMMUNITY CHANGE THAT INSPIRES HOPE, CREATES OPPORTUNITY, AND CHAMPIONS PEOPLE IN NEED.
GRANTS: UNITED WAY OF SOUTHEAST MINNESOTA 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...
GRANTS: UNITED WAY OF SOUTHEAST MINNESOTA 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 WELL BEING. 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.
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...
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.
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...
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, ONLINECHAT, 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, ANDMORE. (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 SOUTHEAST MINNESOTA, THE INDIVIDUAL SCHOOL SITE, AND OTHER COMMUNITY RESOURCES. UNITED WAY OF SOUTHEAST MINNESOTA SERVES AS A LEAD PARTNER WITH ROCHESTER 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 2CAREER IS A COMMUNITY WIDE INITIATIVE THAT UTILIZES THE NATIONALLY RECOGNIZED STRIVE TOGETHER MODEL TO IMPLEMENT A MULTIYEAR, MULTIPHASE PROGRAM TO IMPROVE EDUCATIONAL OUTCOMES IN OUR COMMUNITY AND ENSURE EVERY CHILD AND YOUNG ADULT SUCCEEDS CRADLE TO CAREER, THROUGH SHARED PURPOSE, ALIGNMENT AND ACCOUNTABILITY AMONG COMMUNITY PARTNERS. UNITED WAY OF SOUTHEAST MINNESOTA IS ONE OF SEVERAL PARTNER ORGANIZATIONS AND SERVES A VARIETY OF ROLES WITHIN THE COMMUNITY WIDE INITIATIVE, INCLUDING ADMINISTRATIVE SUPPORT, DATA SUPPORT AND LEADERSHIP.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $3,126,478 | $3,311,565 | -0.1% |
| Expenses | $3,478,003 | $3,603,601 | 0.0% |
| Net Income | $-351,525 | $-292,036 | +0.2% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| ARMIN BUDIMLIC | CHAIR | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| CHARLIE PERKINS | VICE CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| RANDY SCHUBRING | 2ND VICE CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| LUKE FREUND | TREASURER | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| CALLY BUNNE | ASSISTANT TREASURER | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| SIDNEY FRYE II | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| STEPHANIE HEDRICK | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| ALEX ALEXANDER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| SHRUTHI NAIK | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| KERI OLSON | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JEFFREY STILWELL | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| LILLYAM ARROYAVE-GOMEZ | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| SARA-LOUISE HENRY | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| LISA QUEDNOW | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| NICK RETHEMEIER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| KATIE SCHRODEN | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JEROME FERSON | PRESIDENT | 38.00 |
Officer
|
$160,496 | $19,266 | $179,762 |
| DALE O'GROSKE | CHIEF FINANCIAL OFFICER | 38.00 |
Officer
|
$97,148 | $14,244 | $111,392 |
| JULIE RUZEK | PROGRAM DIRECTOR | 38.00 |
Highest
|
$109,182 | $11,509 | $120,691 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $3,126,478 | $3,478,003 | $3,918,080 | $-351,525 |
| 2024 | $3,311,565 | $3,603,601 | $4,229,833 | $-292,036 |
| 2023 | $3,451,495 | $3,930,338 | $4,601,041 | $-478,843 |
| 2022 | $3,759,142 | $3,840,840 | $5,240,172 | $-81,698 |
| 2021 | $4,003,925 | $3,897,418 | $5,706,940 | $106,507 |
| 2020 | $3,723,965 | $3,589,464 | $5,204,855 | $134,501 |
| 2019 | $3,725,549 | $3,791,385 | $5,225,563 | $-65,836 |
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