Philanthropy & Grantmaking
(T70Z)
IRS Verified
DX Registered
990 on File
UNITED WAY OF SOUTHWEST MINNESOTA
Financial strength (30%)
67/100
Reliability (20%)
55/100
Effectiveness (25%)
83/100
Impact (25%)
90/100
CharityAI™ Score
Not yet evaluated
Mission Statement
Uniting people and resources to improve lives and strengthen communities in southwest Minnesota.
Financial Overview — FY 2025
$410K
Total Revenue
$519K
Total Expenses
$563K
Net Assets
2
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
78.2%
Fundraising Efficiency
451.2%
Operating Reserve
13.02x
Liability-to-Asset
28.6%
Revenue Diversification
93.8%
Executive Compensation
$66K
Compared with Peers
FY 2025
Compared with 8,005 similar organizations
(United States, Philanthropy & Grantmaking, $100K–$1M in expenses), FY 2025.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
78.2% | 90.0% |
P10P90
|
Bottom quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
9.2% | 7.6% |
P10P90
|
Below median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
12.6% | 0.0% |
P10P90
|
Bottom quarter |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
451.2% | 5.0% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
13.0 mo | 98.0 mo |
P10P90
|
Bottom quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
28.6% | 0.0% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
93.8% | 90.3% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
-28.3% | 11.3% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
4.0% | 8.2% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-26.5% | 4.5% |
P10P90
|
Impact
4 programs| Outcome / Program | People Served | Cost / Service | # Completed | Duration |
|---|---|---|---|---|
| We provide over 2200 books for free children from birth to 5 yrs each month. | 2,200 | $30.00 | — | Per Year |
| We provide school supplies to 22 schools in our service are from grades K-12 with. | 4,059 | $10.00 | — | Per Year |
| We provide Wild About Kindergarten Bag to all incoming Kindergartener in all 23 school. | 800 | $11.00 | — | Per Year |
| We supply Student Emergency Funds to schools in our service area. | 3,699 | $3.50 | — | Per Year |
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $410K | $519K | $563K | 78.2% | 2 |
| 2024 | $572K | $499K | $671K | 75.7% | 2 |
| 2023 | $484K | $497K | $591K | 77.9% | 3 |
| 2022 | $490K | $477K | N/A | — | 2 |
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