Nonprofit · EIN 41-0695594
UNITED WAY OF SOUTHEAST MINNESOTA
Tax-exempt · ROCHESTER, MN 55902
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $3,126,478 | $3,478,003 | -$351,525 | $3,918,080 | $659,634 | $3,258,446 |
| March 31, 2024 | 990 | $3,311,565 | $3,603,601 | -$292,036 | $4,229,833 | $647,585 | $3,582,248 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $2,394,640
- of which government grants
- $23,000
- Program service revenue
- $678,682
- Investment income
- $51,957
- Net rental income
- $2,686
- Net income from fundraising events
- -$45,744
- Other revenue
- $1,199
Expenses
- Grants and similar amounts paid
- $1,297,129
- Compensation of officers, directors and key employees
- $400,168
- Other salaries and wages
- $894,443
- Salaries, compensation and benefits (total)
- $1,596,108
- Professional fundraising fees
- $0
- Legal fees
- $2,633
- Accounting fees
- $56,658
- Occupancy
- $37,390
- Travel
- $2,687
- Program services (functional)
- $2,585,896
- Management and general (functional)
- $411,713
- Fundraising (functional)
- $480,394
Balance sheet and other
- Total assets, start of year
- $4,229,833
- Total assets, end of year
- $3,918,080
- Total liabilities, end of year
- $659,634
- Net assets, end of year
- $3,258,446
- Land, buildings and equipment
- $461,384
- Publicly traded securities
- $1,201,608
- Net assets without donor restrictions
- $1,684,404
- Net assets with donor restrictions
- $1,574,042
- Gross receipts
- $3,347,022
- Employees
- 26
- Volunteers
- 345
- Year formed
- 1925
- 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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEROME FERSON | PRESIDENT Officer | 38 | $160,496 | $19,266 |
| JULIE RUZEK | PROGRAM DIRECTOR Highest-paid employee | 38 | $109,182 | $11,509 |
| DALE O'GROSKE | CHIEF FINANCIAL OFFICER Officer | 38 | $97,148 | $14,244 |
| ARMIN BUDIMLIC | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| CHARLIE PERKINS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RANDY SCHUBRING | 2ND VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LUKE FREUND | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CALLY BUNNE | ASSISTANT TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| SIDNEY FRYE II | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHANIE HEDRICK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALEX ALEXANDER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHRUTHI NAIK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KERI OLSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFFREY STILWELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LILLYAM ARROYAVE-GOMEZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARA-LOUISE HENRY | DIRECTOR Trustee or director | 1 | $0 |
| LISA QUEDNOW | DIRECTOR Trustee or director | 1 | $0 |
| NICK RETHEMEIER | DIRECTOR Trustee or director | 1 | $0 |
| KATIE SCHRODEN | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended March 31, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEROME FERSON | PRESIDENT Officer | 38 | $149,266 | $19,266 |
| DALE O'GROSKE | CHIEF FINANCIAL OFFICER Officer | 38 | $87,534 | $18,196 |
| JULIE RUZEK | PROGRAM DIRECTOR Highest-paid employee | 38 | $102,040 | $3,620 |
| EMILY JOHNSTON | CHIEF OPERATING OFFICER Officer | 38 | $83,311 | $14,530 |
| PIPER NIETERS SU | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ARMIN BUDIMLIC | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| PAUL TIESKOETTER | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| LUKE FREUND | ASSISTANT TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JOHN ECKERMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SIDNEY FRYE II | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHANIE HEDRICK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALEX ALEXANDER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARAH JOYNT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHRUTHI NAIK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LILLYAM ARROYAVE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KERI OLSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MOHAMED OSMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLIE PERKINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHELLY SANNES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFFREY STILWELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LILLYAM ARROYAVE-GOMEZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CALLY BUNNE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARA-LOUISE HENRY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RANDY SCHUBRING | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ACACIA WARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 903 CENTER ST W STE 100, ROCHESTER, MN 55902-6278
- Principal officer (990 for 2024)
- JEROME FERSON, 903 WEST CENTER STREET NO 100, ROCHESTER, MN 55902
- Signed the 990
- JEROME FERSON, PRESIDENT
- Phone
- (507) 287-2000
- Website
- UWSEMN.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
UNITED WAY OF SOUTHEAST MINNESOTA IS AN AGENT OF COMMUNITY CHANGE THAT INSPIRES HOPE, CREATES OPPORTUNITY, AND CHAMPIONS PEOPLE IN NEED.
Program accomplishments
- 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.Expenses $1,006,229 · grants $1,006,229
- 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.Expenses $767,848
- 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.Expenses $520,919 · revenue $678,682
- DONOR DESIGNATIONS: AS A SERVICE TO OUR DONORS, LOCAL AGENCIES, AND COMPANIES THAT RUN CAMPAIGNS, WE WILL PROCESS CONTRIBUTIONS DESIGNATED BY THE DONOR TO A SPECIFIC AGENCY. WE WILL RAISE, COLLECT AND FORWARD DONOR CONTRIBUTIONS TO THE DONOR'S CHOSEN NONPROFIT ORGANIZATION. EXPENSES ONLY INCLUDE DESIGNATED DOLLARS TO BE DISTRIBUTED, AND DO NOT INCLUDE ANY EXPENSES FOR FUNDRAISING OR PROCESSING OF THE DESIGNATED DONATIONS.Expenses $290,900 · grants $290,900
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 41-0695594
- 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
- 1963
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T700)
- Assets (IRS master file)
- $3,918,080
- Income (IRS master file)
- $3,347,022
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $3,126,478 | $3,478,003 | $3,918,080 | XML |
| 990 | March 2024 | $3,311,565 | $3,603,601 | $4,229,833 | XML |
| 990 | March 2023 | $3,451,495 | $3,930,338 | $4,601,041 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 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 41-0695594).
Questions about UNITED WAY OF SOUTHEAST MINNESOTA
- What is the EIN of UNITED WAY OF SOUTHEAST MINNESOTA?
- The employer identification number (EIN) of UNITED WAY OF SOUTHEAST MINNESOTA is 41-0695594.
- Is UNITED WAY OF SOUTHEAST MINNESOTA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to UNITED WAY OF SOUTHEAST MINNESOTA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF SOUTHEAST 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 SOUTHEAST MINNESOTA due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF SOUTHEAST MINNESOTA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of UNITED WAY OF SOUTHEAST MINNESOTA?
- The 990 for the year ended March 31, 2025 names JEROME FERSON.
- Who are the officers and directors of UNITED WAY OF SOUTHEAST MINNESOTA?
- The 990 for the year ended March 31, 2025 lists 19 people; 3 received compensation from the organization, the highest $160,496 (JEROME FERSON, PRESIDENT).
- How much revenue does UNITED WAY OF SOUTHEAST MINNESOTA have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $3,126,478, expenses of $3,478,003 and total assets of $3,918,080 at year end.
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- ALDER BRANCH FOUNDATION INC EIN 92-0554130 · last filed 990-PF for 2025
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All nonprofits in ROCHESTER · Minnesota · Philanthropy, voluntarism and grantmaking foundations