SOUTHWEST MINNESOTA HOUSING PARTNERSHIP

EIN: 411721815 501(c)(3) Housing & Shelter

SLAYTON, MN

Total Revenue
$14,693,365
Total Expenses
$15,716,306
Total Assets
$68,357,463
Net Assets
$5,231,804
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1992
Legal Domicile
MN
Principal Officer
CHAD ADAMS
Phone
5078368547
Tax Period
2023-01-01 to 2023-12-31

SOUTHWEST MINNESOTA HOUSING PARTNERSHIP, founded in 1992, is a mid-sized nonprofit in the Housing & Shelter sector that reported $14.7M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

SOUTHWEST MINNESOTA HOUSING PARTNERSHIP (SWMHP) IS A NOT-FOR-PROFIT COMMUNITY DEVELOPMENT CORPORATION SERVING COMMUNITIES THROUGHOUT 30 COUNTIES IN SOUTHWEST AND SOUTH-CENTRAL MINNESOTA, WHOSE MISSION IS TO PARTNER WITH COMMUNITIES TO DEVELOP PLACES FOR PEOPLE TO CALL HOME. OUR VISION IS ONE WHERE EVERY PERSON HAS ACCESS TO A WELCOMING HOME, AND EVERY PLACE HAS A THRIVING AND EQUITABLE COMMUNITY. SWMHP DOES THIS BY PROMOTING AND DELIVERING A HIGH-QUALITY COMPREHENSIVE MENU OF HOUSING SERVICES AND PRODUCTS, INCLUDING HOMEOWNERSHIP ASSISTANCE, COMMUNITY LAND TRUST, COMMUNITY PLANNING AND TECHNICAL ASSISTANCE, LAND DEVELOPMENT AND REDEVELOPMENT, HOUSING PRESERVATION, HOUSING ASSESSMENTS AND INSPECTIONS, COMMUNITY BUILDING AND ENGAGEMENT, AND SUPPORTIVE HOUSING SERVICES. THE SWMHP ENSURES ITS ACTIVITIES ARE CONDUCTED SUSTAINABLY, SUPPORT RESIDENT AND COMMUNITY HEALTH, AND CREATE COMMUNITY RESOURCES TO HELP PEOPLE PROSPER. THIS WORK IS CENTERED IN THE VALUES OF 1) STRONG RURAL COMMUNITIES, 2) SAFE HOUSING AS A FUNDAMENTAL RIGHT, 3) SHARED EMPOWERED FUTURES, 4) INNOVATION CENTERED IN QUALITY AND SUSTAINABILITY, AND 5) PEOPLE WORKING TOGETHER.

Program Service Accomplishments

Program 1
Expenses: $13,211,339 Revenue: $12,034,728

MULTI-FAMILY DEVELOPMENT AND ASSET MANAGEMENT:SWMHP IS AN EXPERIENCED DEVELOPER AND MANAGER OF RESIDENTIAL REAL ESTATE, PARTICULARLY MULTI-FAMILY AFFORDABLE HOUSING. SWMHP HAS DEVELOPED, OWNS AND...

Read more

MULTI-FAMILY DEVELOPMENT AND ASSET MANAGEMENT:SWMHP IS AN EXPERIENCED DEVELOPER AND MANAGER OF RESIDENTIAL REAL ESTATE, PARTICULARLY MULTI-FAMILY AFFORDABLE HOUSING. SWMHP HAS DEVELOPED, OWNS AND PROVIDES ASSET MANAGEMENT SERVICES FOR 2,074 RENTAL UNITS IN 68 PROPERTIES ACROSS 37 COMMUNITIES. RECOGNIZING THE IDEA THAT SAFE HOUSING IS A FUNDAMENTAL RIGHT, THE DEVELOPMENT OF THESE UNITS INCLUDES SETTING ASIDE AND DESIGNATING UNITS FOR INDIVIDUALS AND HOUSEHOLDS WITH HISTORIES OF HOMELESSNESS, MENTAL ILLNESS, AND/OR SUBSTANCE USE DISORDER. SWMHP THEN WORKS WITH LOCAL SERVICE PROVIDERS TO ENSURE THAT ONCE THESE HOUSEHOLDS ARE HOUSED, THEY CAN THEN ACCESS THE SUPPORT SERVICES THEY NEED TO BE SUCCESSFUL IN MAINTAINING HOUSING. ASSET MANAGEMENT SERVICES ALSO INCLUDE CAPITAL NEEDS ANALYSIS, REFINANCING FOR EXTENDED AFFORDABILITY OR RETENTION OF RENTAL SUBSIDIES, AND OTHER FINANCING REVIEW FOR PROPERTIES AND PORTFOLIOS.

Program 2
Expenses: $228,375 Revenue: $103,522

HOUSING AND COMMERCIAL REHAB:SWMHP BRINGS CONSTRUCTION MANAGEMENT EXPERTISE TO OVERSEE REHAB AND REDEVELOPMENT PROJECTS, BOTH RESIDENTIAL AND COMMERCIAL IN NATURE. THESE EFFORTS FOCUS ON GOALS SUCH...

Read more

HOUSING AND COMMERCIAL REHAB:SWMHP BRINGS CONSTRUCTION MANAGEMENT EXPERTISE TO OVERSEE REHAB AND REDEVELOPMENT PROJECTS, BOTH RESIDENTIAL AND COMMERCIAL IN NATURE. THESE EFFORTS FOCUS ON GOALS SUCH AS: REMOVING HEALTH & SAFETY HAZARDS, MEETING ACCESSIBILITY REQUIREMENTS, INCREASING ENERGY EFFICIENCIES, INCREASING MARKETABILITY TO ENSURE QUALITY LIVING FOR THOSE WE WORK WITH. SWMHP WRITES FUNDING REQUESTS AND ADMINISTERS SEVERAL HOUSING REHABILITATION PROGRAMS IN THE REGION, INCLUDING SMALL CITIES DEVELOPMENT PROGRAM (SCDP), RENTAL REHABILITATION DEFERRED LOANS (RRDL), FEDERAL HOME LOAN BANK (FHLB), FIX-UP FUNDS AND OTHER RESOURCES.

Program 3
Expenses: $384,625 Revenue: $722,104

DEVELOPMENT:SWMHP'S MENU OF SERVICES INCLUDES BOTH SINGLE FAMILY DEVELOPMENT AND COMMUNITY DEVELOPMENT AND TECHNICAL SUPPORT. THERE TENDS TO BE A GREAT DEAL OF CONNECTION BETWEEN THESE PROGRAMS...

Read more

DEVELOPMENT:SWMHP'S MENU OF SERVICES INCLUDES BOTH SINGLE FAMILY DEVELOPMENT AND COMMUNITY DEVELOPMENT AND TECHNICAL SUPPORT. THERE TENDS TO BE A GREAT DEAL OF CONNECTION BETWEEN THESE PROGRAMS. SWMHP HELPS LOCAL UNITS OF GOVERNMENT, NOT-FOR-PROFIT DEVELOPERS AND OTHER AGENCIES IDENTIFY AND ADDRESS HOUSING NEEDS WITHIN A COMMUNITY. THESE NEEDS ARE DONE THROUGH METHODS SUCH AS NEEDS ASSESSMENTS, SURVEYS, AND COMMUNITY ENGAGEMENT AND FEEDBACK SESSIONS. SWMHP CAN PROPOSE SOLUTIONS INCLUDING, BUT NOT LIMITED TO, TECHNICAL ASSISTANCE IN GRANT WRITING OR SUPPORTING APPLICATIONS, FINANCIAL REVIEW OF COST FEASIBILITY OF HOW A PROJECT COULD BE DONE, RESEARCHING VARIOUS FUNDING STREAMS THAT COULD FIT, AS WELL AS INITIAL DESIGN WORK TO BRING NEEDS TO LIFE IN A WAY STAKEHOLDERS COULD ENVISION. THESE SERVICES ARE PRIMARILY FUNDED BY DEVELOPER FEES, FOUNDATION GRANTS AND THE MINNESOTA HOUSING FINANCE AGENCY.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,061,552
Program Service Revenue $12,645,021
Investment Income $913,263
Other Revenue $73,529
TOTAL REVENUE $14,693,365

Expense Breakdown

Grants Paid $101,682
Salaries & Benefits $2,419,961
Fundraising Expenses $61,655
Program Expenses $14,455,998
Other Expenses $13,172,387
TOTAL EXPENSES $15,716,306

Year-over-Year Comparison

2023 2022 Change
Revenue $14,693,365 $12,931,665 +0.1%
Expenses $15,716,306 $14,349,006 +0.1%
Net Income $-1,022,941 $-1,417,341 -0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
9
Independent Members
9
Employees
33
Volunteers
160

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
$284,275
Total Directors
10
$775
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARGO DRUSCHEL SECRETARY-TREASURER 1.00
Officer Director
$400 $0 $400
TARA ONKEN CHAIR 1.00
Officer Director
$250 $0 $250
DAWN HEGLAND VICE-CHAIR 1.00
Officer Director
$25 $0 $25
SCOTT MARQUARDT PAST CHAIR 1.00
Director
$0 $0 $0
APRIL CHOUINARD DIRECTOR 1.00
Director
$0 $0 $0
DAVID THOMPSON DIRECTOR 1.00
Director
$0 $0 $0
EMILY MASTERS DIRECTOR 1.00
Director
$0 $0 $0
LARRY ANDERSON DIRECTOR 1.00
Director
$0 $0 $0
LIZ DANIELSON DIRECTOR 1.00
Director
$0 $0 $0
MATTHEW UST DIRECTOR 1.00
Director
$100 $0 $100
CHAD ADAMS CHIEF EXECUTIVE OFFICER 40.00
Officer
$164,675 $19,226 $183,901
EMILY BUCHER CHIEF FINANCIAL OFFICER 40.00
Officer
$30,643 $4,188 $34,831
JEFF CORDES CHIEF FINANCIAL OFFICER 40.00
Officer
$59,963 $4,905 $64,868
KRISTIE BLANKENSHIP CHIEF OPERATING OFFICER 40.00
Highest
$123,379 $25,720 $149,099
JESSE SCHOTT DIRECTOR OF CONSTRUCTION SERVICES 40.00
Highest
$100,435 $15,614 $116,049
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 $14,693,365 $15,716,306 $68,357,463 $-1,022,941
2022 $12,931,665 $14,349,006 $66,592,294 $-1,417,341
2021 $10,657,099 $12,186,016 $59,310,088 $-1,528,917
2020 $11,774,359 $11,884,667 $60,417,657 $-110,308
2019 $9,901,149 $11,464,387 $55,974,525 $-1,563,238
2018 $7,196,819 $8,206,630 $48,281,796 $-1,009,811
2018 $8,372,719 $9,861,259 $54,343,792 $-1,488,540
Explore More Nonprofits
Top 100 Nonprofits in Minnesota Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare SOUTHWEST MINNESOTA HOUSING PARTNERSHIP with other nonprofits in Minnesota and across the country.