Civic Intelligence

United Way of Steele County

EIN 23-7366680 • 501(c)3 • Owatonna, MN

Profile

To change lives by mobilizing and optimizing the caring power of our community

245 SE 18th St Ste 1Owatonna, MN 55060

www.unitedwaysteelecounty.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

80th percentile

0.42x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.51x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

24th percentile

-8.5%

Higher net margin than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$75,200

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

26th percentile

-3.9%

Faster asset growth than 26% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

9.7%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,500,401

Down $61,596 (-3.9%) from 2023

Liabilities

Up

$628,406

Up $11,732 (+1.9%) from 2023

Net Assets

Down

$871,995

Down $73,328 (-7.8%) from 2023

Revenue

Up

$1,227,093

Up $108,099 (+9.7%) from 2023

Expenses

Up

$1,331,502

Up $95,913 (+7.8%) from 2023

Net Income

Up

-$104,409

Up $12,186 (+10%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,527,887Liabilities 2010: $678,504Net Assets 2010: $849,3832010Assets 2011: $1,351,589Liabilities 2011: $545,367Net Assets 2011: $806,2222011Assets 2012: $1,523,119Liabilities 2012: $734,391Net Assets 2012: $788,7282012Assets 2013: $1,537,332Liabilities 2013: $759,976Net Assets 2013: $777,3562013Assets 2014: $1,470,335Liabilities 2014: $587,735Net Assets 2014: $882,6002014Assets 2015: $1,522,514Liabilities 2015: $599,347Net Assets 2015: $923,1672015Assets 2016: $1,537,338Liabilities 2016: $573,813Net Assets 2016: $963,5252016Assets 2017: $1,756,844Liabilities 2017: $750,760Net Assets 2017: $1,006,0842017Assets 2018: $1,618,119Liabilities 2018: $634,792Net Assets 2018: $983,3272018Assets 2019: $1,739,399Liabilities 2019: $570,372Net Assets 2019: $1,169,0272019Assets 2020: $1,690,859Liabilities 2020: $578,587Net Assets 2020: $1,112,2722020Assets 2021: $1,716,372Liabilities 2021: $588,912Net Assets 2021: $1,127,4602021Assets 2022: $1,620,750Liabilities 2022: $584,102Net Assets 2022: $1,036,6482022Assets 2023: $1,561,997Liabilities 2023: $616,674Net Assets 2023: $945,3232023Assets 2024: $1,500,401Liabilities 2024: $628,406Net Assets 2024: $871,9952024

Highlighted filing

2024

Assets$1,500,401
Liabilities$628,406
Net Assets$871,995

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $890,2092010Expenses 2011: $852,7022011Expenses 2012: $826,2482012Revenue 2013: $918,144Expenses 2013: $929,516Net Income 2013: -$11,3722013Revenue 2014: $946,848Expenses 2014: $831,787Net Income 2014: $115,0612014Revenue 2015: $968,249Expenses 2015: $903,537Net Income 2015: $64,7122015Revenue 2016: $886,589Expenses 2016: $886,709Net Income 2016: -$1202016Revenue 2017: $1,061,444Expenses 2017: $1,050,814Net Income 2017: $10,6302017Revenue 2018: $1,096,609Expenses 2018: $1,071,166Net Income 2018: $25,4432018Revenue 2019: $1,121,371Expenses 2019: $990,147Net Income 2019: $131,2242019Revenue 2020: $1,003,644Expenses 2020: $1,102,631Net Income 2020: -$98,9872020Revenue 2021: $1,035,102Expenses 2021: $1,055,187Net Income 2021: -$20,0852021Revenue 2022: $1,228,622Expenses 2022: $1,232,764Net Income 2022: -$4,1422022Revenue 2023: $1,118,994Expenses 2023: $1,235,589Net Income 2023: -$116,5952023Revenue 2024: $1,227,093Expenses 2024: $1,331,502Net Income 2024: -$104,4092024

Highlighted filing

2024

Revenue$1,227,093
Expenses$1,331,502
Net Income-$104,409

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.63$0.87$1.23$1.33$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.62$0.95$1.12$1.24$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.58$1.04$1.23$1.23$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.59$1.13$1.04$1.06$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.58$1.11$1.00$1.10$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.57$1.17$1.12$0.99$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.63$0.98$1.10$1.07$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.75$1.01$1.06$1.05$0.01
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.57$0.96$0.89$0.89$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.52$0.60$0.92$0.97$0.90$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.47$0.59$0.88$0.95$0.83$0.12
2013Detailed filing. Detailed filing data is available for this year.$1.54$0.76$0.78$0.92$0.93$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.73$0.79$0.83
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.55$0.81$0.85
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.68$0.85$0.89
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$1,505,106
Mission and Program Overview

Mission

To change lives by mobilizing and optimizing the caring power of our community

Support of qualified 501(c)3 agencies

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$657,601$603,960▼ $53,641
Cash and Non-Interest-Bearing Accounts$419,224$451,837▲ $32,613
Pledges and Grants Receivable$444,091$419,302▼ $24,789
Savings and Temporary Cash Investments$9,623$13,651▲ $4,028
Prepaid Expenses and Deferred Charges$1,305$350▼ $955
Land, Buildings, and Equipment, Net$225$0▼ $225
Total Assets$1,561,997$1,500,401▼ $61,596
Other Assets Total$29,928$11,301▼ $18,627
Liabilities
Grants Payable$574,361$582,442▲ $8,081
Accounts Payable and Accrued Expenses$12,211$31,958▲ $19,747
Other Liabilities$30,102$11,506▼ $18,596
Deferred Revenue-$2,500-
Total Liabilities$616,674$628,406▲ $11,732
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$945,323$871,995▼ $73,328
Total Net Assets Fund Balance$945,323$871,995▼ $73,328
Total Liabilities and Net Assets / Fund Balance$1,561,997$1,500,401▼ $61,596

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$7,023$7,023
Other Securities$603,960--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Annette DuncanPresidentFT$75,200$75,200

Board Members and Trustees

NameTitle
Todd TroutChair
Tess BrownChair Elect
Stephanie OlsonPast Chair
Ben FlemkeVice Chair
Stephanie WanousVice Chair
Tyler NelsonVice Chair
Brad MeierDirector
Brian ColemanDirector
Christina WetmoreDirector
Grace HannoverDirector
Herminia MackDirector
Jason KleebergerDirector
Jeffrey ElstadDirector
Matt BissonetteDirector
Melinda EsteyDirector
Oscar MazariegoDirector
Rachel BossDirector
Renae FryDirector
Scott KozelkaDirector
Warren SimonsDirector
Karen DuncanSecretary
Tyler BorstTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,190,551
Program Service Revenue
$0
Investment Income
$38,161
Other Revenue
$-1,619
All Other Contributions
$904,829
Change in Net Assets
$-104,409

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,222,531
Revenue Not Reported on Financial Statements
$4,562
Revenue Not Reported on Form 990
$42,531
Total Revenue per Audited Statements
$1,265,062
Total Revenue per Form 990
$1,227,093
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$593,251
Other Expenses$422,458
Salaries, Compensation, and Employee Benefits$315,793
Total Fundraising Expense$211,544
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$593,251--$593,251
Other Salaries and Wages$12,510$68,613$91,278$172,401
Current Officers, Directors, Trustees, and Key Employees$37,600$37,600-$75,200
Advertising$48,603$6,120-$54,723
Fees for Services Other$28,966$25,539-$54,505
Fees for Services Accounting$16,154$21,201$7,800$45,155
Occupancy$14,933$14,132$10,838$39,903
Other Employee Benefits$11,918$10,235$13,683$35,836
All Other Expenses$10,902$9,603$3,891$24,396
Other Expenses$2,013$18,187$2,188$22,388
Payroll Taxes$10,084$4,786$7,193$22,063
Office Expenses$5,495$7,567$926$13,988
Conferences and Meetings$8,389$3,753$78$12,220
Pension Plan Contributions$2,735$1,778$5,780$10,293
Information Technology$2,048$3,092$3,946$9,086
Payments to Affiliates$2,918$2,262$2,262$7,442
Insurance$2,094$1,558$1,571$5,223
Fees for Service Investment Mgmnt Fees-$4,562-$4,562
Depreciation Depletion-$225-$225
Total Functional Expenses$874,943$245,015$211,544$1,331,502

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,338,390
Total Expenses per Form 990$1,331,502
Expenses per Audited Statements$1,326,940
Expenses Not Reported on Form 990$11,450
Expenses Not Reported on Financial Statements$4,562
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Pathways of Steele CountyOwatonna, MN501(c)(3)Provide Food and Essentials to Those in Need$80,200
Steele County Transitional HousingOwatonna, MN501(c)(3)Eviction Prevention/transitional Housing$67,500
LET'S SMILE INCOwatonna, MN501(c)(3)Donation Towards Promoting Oral Health$61,000
Crisis Resource CenterOwatonna, MN501(c)(3)Domestic Violence Program/violence Prevention Education$50,000
Owatonna Healthy Seniors ProgramOwatonna, MN501(c)(3)Neighbor to Neighbor Program$50,000
Big Brothers Big SistersOwatonna, MN501(c)(3)Mentoring Program$45,000
Somali American Cultural Society of OwatonnaOwatonna, MN501(c)(3)Adult Languarge Support and K-12 Tutoring$40,000
Exchange Club Center for Family UnityOwatonna, MN501(c)(3)In-home Mentoring/child Abuse Prevention$35,000
The Lighthouse of Southern MinnesotaOwatonna, MN501(c)(3)Housing Stability$30,000
Blooming Prairie Youth ClubBlooming Prairie, MN501(c)(3)Education & Career Development$25,000
Medford Independent School DistrictMedford, MNGovtChild Care$25,000
Cedar Valley ServicesOwatonna, MN501(c)(3)Activities for Seniors With Disabilities$17,000
Healthfinders Collaborative IncOwatonna, MN501(c)(3)Provide Primary Care to Those Who Lack Sufficient Health Insurance$15,000
SemcacOwatonna, MN501(c)(3)Senior Nutrition/reach Out for Warmth/caregiver & Advocacy Program$13,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$16,884
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Power of the Purse$96,236-$16,884-
Total Events$96,236-$16,884$-16,884
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Right-of-use Lease Liability$11,506
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

The executive committee shall represent the united way in the community and advocate its interests; ensure that the united way and its officers, directors, and staff ethically conduct their duties in accordance with their responsibilities; and perpetuate the united way and safeguard its integrity. To carry out these duties, the executive committee shall: (i) act as a steering committee; (ii) report to, advise and make recommendations to the board for further action; (iii) act in the place of the board on matters which require action between regular board meetings, and in those matters exercise all of the powers of the board, but shall not take any actions which require a supermajority or vote of more than a majority of a quorum, nor elect or replace any officer or director; and (iv) perform such other functions as the board may direct.

Form 990, Part VI, Section B, Line 11B

A copy of the form 990 is presented to the board of directors during their monthly meeting prior to its submission to the internal revenue service.

Form 990, Part VI, Section B, Line 12C

Board and staff are covered by the conflict-of-interest policy. Potential conflicts can be reviewed at the point of any decision. Conflicts are self-identified whenever possible. When a vote is added to an agenda, those that are not eligible to vote based on what was filled out on the conflict-of-interest form are notified to abstain from the vote and discussion unless specifically asked a question or directly asked for input. Minutes are taken at all meetings. Directors and key employees are required to disclose any conflicting interests annually in writing.

Form 990, Part VI, Section B, Line 15

Reviews are done by a board nominated committee. The executive director will compile information on comparable salaries and recommendations are made based on findings submitted to the board and approved at a board meeting prior to an offer being made. Historical data and budget are used to determine current salary. Deliberation and decision are documented in meeting minutes. Process is conducted yearly. The process described here was last completed in 2024.

Form 990, Part VI, Section C, Line 19

The organization's financial statements are available to the public upon request

Filing and Contact Details

Filer

Filer Name
United Way of Steele County
EIN
23-7366680
Phone
5074551180
Address
245 SE 18TH ST STE 1, OWATONNA, MN 55060

Signing Officer

Name
Annette Duncan
Title
President
Phone
5074551180
Signed
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Annette Duncan
Formed
1974
Legal Domicile
Mn
Voting Board Members
22
Independent Board Members
22
Employees
6
Volunteers
579

Preparer

Firm
Cliftonlarsonallen Llp
Address
2689 COMMERCE DRIVE NW SUITE 201, ROCHESTER, MN 55901
Preparer
Katherine Lutzke CPA
Phone
5072802300
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The organization is exempt from income taxes under section 501(c)(3) of the internal revenue code and applicable statutes of the state of minnesota.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Out of county expense -11,461. Fundraising expense 16,884.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Out of county expense -11,461. Fundraising expense 16,884.

Raw XML AppendixShowing 400 of 782 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/Desc0THE ORGANIZATION IS A NON PROFIT VOLUNTARY COMMUNITY ASSISTANCE AGENCY DEDICATED TO ALLOCATING PLEDGES RECEIVED, SUBSTANTIALLY ALL FROM STEELE COUNTY BUSINESSES AND INDIVIDUALS, TO VARIOUS OTHER AGENCIES TO BETTER SERVE THE COMMUNITY AND THE SURROUNDING AREA. SERVED 18 AGENCIES DURING THE YEAR.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
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IRS990/Form990PartVIISectionAGrp/PersonNm4STEPHANIE WANOUS
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IRS990/Form990PartVIISectionAGrp/PersonNm6TYLER BORST
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IRS990/Form990PartVIISectionAGrp/PersonNm17SCOTT KOZELKA
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IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIR ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22PRESIDENT
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IRS990/MinutesOfCommitteesInd01
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0419302
IRS990/PoliticalCampaignActyInd00
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