United Way of Olmsted County Inc logo

United Way of Olmsted County Inc

ROCHESTER, MN EIN: 41-0695594 Website

United Way of Olmsted County is a 501(c)(3) public charity based in Rochester, Minnesota, serving as an agent of community change. Founded in 1925, the organization unites people and resources to improve lives in the community through grantmaking, community convening, and collaborative partnerships. The organization operates across Olmsted, Dodge, Fillmore, and Winona Counties in Southeast Minnesota.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.2M

-8.1% YoY

Annual Giving

$1.3M

-6.8% YoY

Grant Count

49

+28.9% YoY

Avg Grant Size

$27K

-27.7% YoY

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

Mission & Focus Areas

Mission: To be an agent of community change that inspires hope, creates opportunity, and champions people in need. United Way advances the common good by creating opportunities for a better life for all.

Primary Focus Areas:

  • Education — preparing children and youth to succeed in school and in the community
  • Health — promoting physical and mental well-being
  • Financial Stability — moving individuals and families toward financial independence and ensuring basic needs are met
  • Basic Needs — supporting programs and services that help meet essential community needs

The organization's approach emphasizes creating lasting change by addressing underlying causes of social problems through community mobilization and collaborative partnerships.

Grantmaking

The organization funds a diverse portfolio of community organizations including Olmsted County Health, Housing and Human Services; Rochester Public Schools; Women's Shelter and Support Center; Semcac; RideAbility; Recovery is Happening; NAMI Southeast MN; Ironwood Springs Christian Ranch; Infants Remembered in Silence (IRIS); Healthy Smiles; Family Service Rochester; Faith in Action Dodge County; Dodge County DARE; Catholic Charities of Southern MN; Big Brothers Big Sisters of Southern MN; The ARC MN; Ability Building Community; and Lived Experience Lead.

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Geographic Focus

Where this funder awards grants

  • Olmsted County, Minnesota (primary)
  • Dodge County, Minnesota
  • Fillmore County, Minnesota
  • Winona County, Minnesota
  • Secondary funding in Wisconsin and Georgia

Grant Distribution by State

7states

Cities

ATLANTAAUSTINBOONEBYRONCANNON FALLSCAROLITONCARROLITONCARROLLTONCHAMBERSBURGCINCINNATICINICINNATICLAREMONTDODGE CENTERDULUTHKASSONMANTORVILLEMASON CITYMINNEAPOLISMNMOORHEAD

Financial History

Multi-year comparison from IRS filings

2024 Financial Summary:

  • Total Assets: $4,229,833
  • Total Revenue: $3,311,565
  • Total Expenses: $3,603,601
  • Total Liabilities: $648,000
  • Total Giving: $1,408,795

Staffing: 34 employees (2024)

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M2021202220232024
Metric202420232022
Total Assets$4,229,833$4,601,041$5,240,172
Revenue$3,311,565$3,451,495$3,759,142
Expenses$3,603,601$3,930,338$3,840,840
Qualifying Distributions
Net Investment Income$51,333$32,911$205,643
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$471K$941K$1M$2M51 grants202145 grants202238 grants202349 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

FAMILIES FIRST OF MINNES…$117KFAMILY SERVICE ROCHESTER…$95KCHANNEL ONE REGIONAL FOO…$85KBARBERSHOP & SOCIAL SERV…$74KINTERCULTURAL MUTUAL ASS…$72KSPORTS MENTORSHIP ACADEM…$61KROCHESTER AREA FOUNDATION$60KTHE SALVATION ARMY ROCHE…$60KBEAR CREEK SERVICES INC$53KWOMEN'S SHELTER AND SUPP…$51K

Grant Size Distribution

182 grants across all recorded years

146<$50K25$50–100K9$100–250K2$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from United Way of Olmsted County Inc

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

Jerome Ferson — President (as of 2024)

Dale O'Groske — Chief Financial Officer

Keri Olson — Board Member

Compensation Overview

From 2024 IRS filing

JEROME FERSONPRESIDENT$149KJULIE RUZEKPROGRAM DIRECTOR$102KDALE O'GROSKECHIEF FINANCIAL OFFICER$88KEMILY JOHNSTONCHIEF OPERATING OFFICER$83K

From 2024 filing

NameTitleHoursCompensation
PIPER NIETERS SUCHAIR2
ARMIN BUDIMLICVICE CHAIR2
PAUL TIESKOETTERTREASURER2
LUKE FREUNDASSISTANT TREASURER1
JOHN ECKERMANDIRECTOR1
SIDNEY FRYE IIDIRECTOR1
STEPHANIE HEDRICKDIRECTOR1
ALEX ALEXANDERDIRECTOR1
SARAH JOYNTDIRECTOR1
SHRUTHI NAIKDIRECTOR1
LILLYAM ARROYAVEDIRECTOR1
KERI OLSONDIRECTOR1
MOHAMED OSMANDIRECTOR1
CHARLIE PERKINSDIRECTOR1
SHELLY SANNESDIRECTOR1
JEFFREY STILWELLDIRECTOR1
LILLYAM ARROYAVE-GOMEZDIRECTOR1
CALLY BUNNEDIRECTOR1
SARA-LOUISE HENRYDIRECTOR1
RANDY SCHUBRINGDIRECTOR1
ACACIA WARDDIRECTOR1
JEROME FERSONPRESIDENT38$149,266
DALE O'GROSKECHIEF FINANCIAL OFFICER38$87,534
EMILY JOHNSTONCHIEF OPERATING OFFICER38$83,311
JULIE RUZEKPROGRAM DIRECTOR38$102,040

Recent News & Activity

Recent developments and announcements

2024

**July 2024:** United Way of Olmsted County Board of Directors approved $1.1 million in funding for 48 partnerships across Olmsted, Dodge, and Winona counties, focusing on community investments in education, health, and financial stability.

United Way of Olmsted County funds $1.1 million in community investments

**Organization Rating:** The organization maintains a 100% four-star rating based on accountability, finance, leadership, and adaptability metrics.

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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