Southwest Initiative Foundation

Public charity · Grantmaker Hutchinson, MN EIN: 41-1555592

Southwest Initiative Foundation is a public charity based in Hutchinson, Minnesota, serving an 18-county region in southwest Minnesota and the Upper Sioux and Lower Sioux Indian Communities. Founded in 1986, it supports regional communities through grantmaking, community programs, local philanthropy, and business finance. Its stated vision is a Southwest Minnesota where all people thrive.

Southwest Initiative Foundation at a glance

In short: Southwest Initiative Foundation gave $4.9M across 166 grants in 2025 (avg $29K), mostly in Minnesota. 64% of 2025 grantees were new. Source: 2025 IRS Form 990.

Annual giving (2025)
$4,862,354
+99.0% vs 2024
Grants made (2025)
166
+78.5% vs 2024
Average grant
$29,291
+11.5% vs 2024
Median grant
$15,000
Total assets
$123,441,507
+7.7% vs 2024
New grantees (estimate)
64% first-time grantees (107 of 166, 2025)
Primary geography
Minnesota (99% of itemized 2025 grant dollars)
Latest 990 filing
Form 990, 2025 View filing

Data from IRS Form 990, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Southwest Initiative Foundation

Accepts unsolicited proposals
Yes
How to Apply

The foundation accepts unsolicited requests through a grant request form when no relevant grant round is open. The form is an initial project-idea submission; the foundation says a response generally takes about a month, and applicants whose ideas fit current opportunities may be invited to submit a full application. General grant guidelines call for a project benefiting the foundation’s service area, locally generated ideas, early and ongoing involvement of targeted and diverse populations, partnerships, clear goals and measurable outcomes, and a plan for continuing the project after foundation funding. Applicants must be a 501(c)(3), a unit of government, or a public agency; organizations without tax-exempt status may apply through a suitable fiscal agent. Grants generally range from $1,000 to $20,000, and the foundation will consider up to 50% of project costs, with the balance from other sources, including in-kind and cash contributions. Requests are generally for up to one year, with additional annual support potentially considered at a declining level for up to three years. The guidelines generally exclude capital expenditures, religious purposes or activities, lobbying or political activities, for-profit businesses, and debt retirement. Churches and religious organizations may apply for activities benefiting the larger community, but not for strictly religious purposes.

Contact

Mailing address: 15 3Rd Ave Nw, Hutchinson, MN 55350
Phone: (320) 587-4848

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Southwest Initiative Foundation funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

ISD #466 - Dassel-Cokato: $343KISD #466 - Dassel-Cokato$343KCity of Marshall: $323KCity of Marshall$323KCity of Tracy: $212KCity of Tracy$212KLittle Huskies Learning Center: $190KLittle Huskies Learning Center$190KWallin Education Partners: $134KWallin Education Partners$134KClark-Vinroot Properties LLC: $126KClark-Vinroot Properties LLC$126KPipestone Senior Citizens Center: $117KPipestone Senior CitizensCenter$117KMinnesota River Area Agency on Aging Inc: $101KMinnesota River Area Agency onAging Inc$101KISD #2884 - Red Rock Central: $79KISD #2884 - Red Rock Central$79KFM Bank: $75KFM Bank$75K

The largest 2025 recipient was ISD #466 - Dassel-Cokato ($343K). Together the top 10 received $1.7M.

Grant Size Distribution

1,060 grants across all recorded years

1005<$50K30$50–100K14$100–250K10$250–500K1$500K–1M$1–5M$5M+

The most common grant size was under $50K: 1,005 grants of 1,060 (95%).

Geographic Focus

Where this funder awards grants

The foundation’s service area comprises Big Stone, Chippewa, Cottonwood, Jackson, Kandiyohi, Lac qui Parle, Lincoln, Lyon, McLeod, Meeker, Murray, Nobles, Pipestone, Redwood, Renville, Rock, Swift, and Yellow Medicine counties, plus the Upper Sioux Community and Lower Sioux Indian Community. Its general grant guidelines require proposals to demonstrate a benefit within that area and state a preference for applicants located in the region.

Grant Distribution by State

7states

Share of 2025 grant dollars across all 166 itemized grants.

Cities

WillmarMarshallHutchinsonWorthingtonGranite FallsMontevideoLitchfieldBensonLuverneJacksonPipestoneDawsonGlencoeSpicerRedwood FallsCanbyOrtonvilleNew LondonAppletonMadison

Is Southwest Initiative Foundation open to new grantees?

64%

first-time grantees, 2025

In 2025, 107 of 166 grantees (64%) were first-time recipients. First grants averaged $31K; repeat grants $25K. How we count

Medians: $19K first-time, $12K repeat.

  • 28% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+14%). Method

Estimate from itemized grant lists in IRS Form 990 filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M65 grants2020 393 grants2021 335 grants2022 73 grants2023 93 grants2024 166 grants2025

From 2020 to 2025, annual grant giving ranged from $1.2M (2020) to $5.1M (2021). In 2025 it made 166 grants totaling $4.9M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
ISD #466 - Dassel-Cokato Cokato, MNDC Charger Robotics, Industrial Technology Department.$342,996
City of Marshall Marshall, MNMarshall Aquatic Center Project, Welcoming Week Event.$323,400
City of Tracy Tracy, MNTracy Central Park Improvements, Tracy Community Center.$211,500
Little Huskies Learning Center Jackson, MNLhlc - security system, lhlc- remick loan support, lhc- facility renovations.$189,733
Wallin Education Partners Saint Paul, MN2024-25 Yellow Medicine East Scholarships$133,512
Clark-Vinroot Properties LLC Worthington, MNThe Thompson - Mserp$126,000
Pipestone Senior Citizens Center Pipestone, MNSchroeder senior center and food shelf building project, sleep tight pipestone$116,904
Minnesota River Area Agency on Aging Inc Mankato, MNAge friendly community building project - phase 7, support community engagement in aging.$100,500
ISD #2884 - Red Rock Central Lamberton, MNPlayground equipment, rrc weekend food program, decodable book library.$79,300
FM Bank Granite Falls, MNFM Bank - Mserp$75,000
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Financial History

Multi-year comparison from IRS filings

The 2025 filing reports 166 grants; the 2024 and 2023 filings report 93 and 73 grants, respectively.

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2025$123,441,507$14,711,866$11,406,039$4,862,354166$6,712,546
2024$114,617,884$11,617,544$10,063,990$2,443,09293$4,521,886
2023$108,175,659$13,272,478$10,336,099$4,344,86273$1,614,187
2022$100,435,349$19,655,047$11,284,034$4,264,898335$7,328,558
2021$108,678,960$12,722,630$11,832,584$5,102,965393$3,119,323
2020$96,104,043$10,669,977$7,688,804$1,200,42465$3,338,387

Research compiled by Grantable AI from public sources. Last updated October 2026.

Mission & Focus Areas

The organization’s stated mission began with strengthening southwest Minnesota by improving economic self-reliance, overcoming human distress, and promoting regional leadership, coordination, and partnerships. It says its work continues through business finance and economic development, grantmaking and community programming, and community giving and philanthropy, with the lasting outcome of economic mobility for people in the region.

Its program work includes leadership development, welcoming and inclusive communities, support for youth and families, mental health awareness and crisis response, nonprofit training, and productive aging. The foundation also supports local affiliate foundations and designated funds, and works on regional economic development issues including child care, housing, and broadband.

Examples of 2025 grantees illustrate the range of organizations supported. Little Huskies Learning Center received $189,733; its stated mission is to provide children with a caring, developmentally appropriate environment for social, emotional, and cognitive growth. An individual recipient Agency on Aging received $100,500; it says it helps older adults thrive in southwest Minnesota and supports older adults and caregivers with information and assistance. A C E of Southwest Minnesota received $74,500; it describes its work as building strong, involved communities through volunteerism and active-living programs for adults 55 and older and care partners. Kids Rock Child Care Center received $65,291 and says it provides child care in response to a severe local shortage.

Grantmaking

In filing year 2025, the foundation reported 166 grants totaling $4,862,354. Grant amounts ranged from $5,045 to $342,996, with a median of $15,000. Its largest reported grants included $342,996 to ISD #466 – Dassel-Cokato for a DC Charger robotics and industrial technology department; $323,400 to the City of Marshall for the Marshall Aquatic Center project and a Welcoming Week event; and $211,500 to the City of Tracy for Central Park improvements and a community center.

Other notable 2025 awards included $189,733 to Little Huskies Learning Center for security, loan support, and facility renovations; $133,512 to Wallin Education Partners for Yellow Medicine East scholarships; $126,000 to Clark-Vinroot Properties LLC for the Thompson – MSERP; and $116,904 to Pipestone Senior Citizens Center for a senior center and food shelf building project and Sleep Tight Pipestone. The filing reports that 99% of grant dollars went to recipients in Minnesota, 1% to an individual recipient, and less than 1% to Illinois.

The foundation’s website says it accepts grant ideas on an ongoing basis, alongside occasional defined grant rounds. It also says most of its grants are awarded through community foundation and designated-fund partners, which have their own application guidelines. The currently listed Fostering Social Connection in Later Life opportunity supports projects serving southwest Minnesota that reduce or prevent social isolation and loneliness among older adults. The Initiators Fellowship is a two-year program for emerging social entrepreneurs, but its listed June 16, 2026 deadline has passed. The PROMISE Act Grant program listing says applications are closed.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Mary Christine Rock as board chair, Daniel Greve as vice chair, Erica Volkir and Theresa Zaske as board members, Terry Gaalswyk as secretary, and Thomas Brakke as treasurer. It lists Scott Marquardt as president, Margie Nelsen as CFO, Nancy Fasching as vice president of community impact, and Melissa Maiers as chief administrative officer.

Southwest Initiative Foundation is led by Scott Marquardt, President since 2024 (on filings since 2020); 5 of 11 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Scott Marquardt

    President

    Senior Vice President → Current President & CEO, 2023

    Current President & CEO → President, 2024

    On filings since 2020

    50 hrs/week

    $101K (2020) → $142K (2025)

  • Mary Christine Rock

    Board Chair

    Treasurer → Vice Chair, 2022

    Vice Chair → Board Chair, 2025

    On filings since 2020

    4 hrs/week

    No compensation reported

  • Amy Woitalewicz

    Business Finance Director

    On filings since 2023

    50 hrs/week

    $110K (2023) → $101K (2025)

  • Margie Nelsen

    CFO

    On filings since 2020

    50 hrs/week

    $113K (2020) → $119K (2025)

  • Theresa Zaske

    Board Member

    On filings since 2020

    4 hrs/week

    $628 (2020) → $0 (2025)

  • Nancy Fasching

    Vice President of Community Impact

    Vice President → Vice President of Community Impact, 2025

    On filings since 2024

    50 hrs/week

    $123K (2024) → $109K (2025)

  • Melissa Maiers

    Chief Administrative Officer

    New on the 2025 filing

    50 hrs/week

    $122K (2025)

  • Terry B. Gaalswyk

    Secretary

    Board Member → Secretary, 2022

    On filings since 2020

    4 hrs/week

    No compensation reported

  • Daniel Greve

    Vice Chair

    Treasurer → Vice Chair, 2024

    On filings since 2022

    4 hrs/week

    No compensation reported

  • Erica Volkir

    Board Member

    On filings since 2022

    4 hrs/week

    No compensation reported

  • Thomas Brakke

    Treasurer

    On filings since 2024

    4 hrs/week

    No compensation reported

Former officers (15)
  • Former: Abdirizak Mahboub (2020–2024) — Board Member
  • Former: Kathy Wehking (2020–2024) — Board Member
  • Former: Patricia Loehr-Dols (2020–2024) — Past Chair
  • Former: Christine Rock Hantge (2024) — Chair
  • Former: Diana D. Anderson (2020–2023) — Former President & CEO
  • Former: Randy Reinke (2020–2023) — Past Chair
  • Former: Teresa Peterson (2020–2023) — Board Member
  • Former: Tom Brakke (2020–2023) — Board Member
  • Former: Benjamin Wilcox (2023) — Board Member
  • Former: Ben Wilcox (2022) — Board Member
  • Former: Patti Loehr-Dols (2022) — Chair
  • Former: Dan Greve (2020–2021) — Board Member
  • Former: Janice Nelson (2020–2021) — Past Chair
  • Former: Mark Titus (2020–2021) — Secretary
  • Former: Patricia Dols (2021) — Vice Chair

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Scott Marquardt — President: $142KScott MarquardtPresident$142KMelissa Maiers — Chief Administrative Officer: $122KMelissa MaiersChief Administrative Officer$122KMargie Nelsen — CFO: $119KMargie NelsenCFO$119KNancy Fasching — VP of Community Impact: $109KNancy FaschingVP of Community Impact$109KAmy Woitalewicz — Business Finance Director: $101KAmy WoitalewiczBusiness Finance Director$101K

The highest reported compensation on the 2025 filing was $142K, to Scott Marquardt (President). 5 officers or directors reported compensation on that filing.

Frequently asked questions about Southwest Initiative Foundation

How much does Southwest Initiative Foundation give each year?

Southwest Initiative Foundation gave $4.9M across 166 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $2.4M across 93 grants.

What is Southwest Initiative Foundation's typical grant size?

Southwest Initiative Foundation's median grant in 2025 was $15,000, and its average grant was $29,291, across 166 grants on its 2025 IRS Form 990. Organizations receiving their first grant from Southwest Initiative Foundation that year got $31K on average.

Where does Southwest Initiative Foundation give grants?

Southwest Initiative Foundation gives mostly in Minnesota: 99% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Willmar, MN (20 grants), Marshall, MN (16 grants), Worthington, MN (8 grants) and Granite Falls, MN (7 grants).

Does Southwest Initiative Foundation give general operating support?

Occasionally: 2% of Southwest Initiative Foundation's 2025 grants with a stated purpose (4 of 166) were for general or operating support, per its 2025 IRS Form 990. Recurring purposes include "Promise Grant Program" (40 grants) and "Mission Support" (4 grants).

Who are Southwest Initiative Foundation's largest grantees?

Southwest Initiative Foundation's largest 2025 grantees include ISD #466 - Dassel-Cokato ($342,996), City of Marshall ($323,400) and City of Tracy ($211,500), according to its 2025 IRS Form 990. Together they received 18% of its itemized 2025 grant dollars.

How large is Southwest Initiative Foundation?

Southwest Initiative Foundation reported $123.4M in total assets on its 2025 IRS Form 990. Its revenue that year was $14.7M.

What does Southwest Initiative Foundation fund?

The organization’s stated mission began with strengthening southwest Minnesota by improving economic self-reliance, overcoming human distress, and promoting regional leadership, coordination, and partnerships. See mission & focus areas ↑

How do I apply for a grant from Southwest Initiative Foundation?

The foundation accepts unsolicited requests through a grant request form when no relevant grant round is open. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Southwest Initiative Foundation's EIN?

Southwest Initiative Foundation's EIN (Employer Identification Number) is 41-1555592. IRS Form 990 filing data is available on this page for 2020–2025.

Does Southwest Initiative Foundation accept unsolicited proposals?

Yes, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated October 2026.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS January 13, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS May 13, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS May 15, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS May 15, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS May 9, 2025)
  6. Added Form 990 for fiscal year 2025 (received by the IRS May 15, 2026)
  7. IRS filings on file for fiscal years 2020–2024

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Cite this profile

Grantable. (2026). Southwest Initiative Foundation funder profile. GrantGraph. Retrieved October 8, 2026, from https://grantable.co/funders/southwest-initiative-foundation-morg_40b45628d3a44548ab725ef8b5df9b67

BibTeX
@misc{grantable_411555592_2026,
  author       = {{Grantable}},
  title        = {{Southwest Initiative Foundation funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/southwest-initiative-foundation-morg_40b45628d3a44548ab725ef8b5df9b67},
  note         = {Accessed 2026-10-08. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Southwest Initiative Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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