Southern Minnesota Initiative Foundation

OWATONNA, MN EIN: 36-3454285 Website

SOUTHERN MINNESOTA INITIATIVE FOUNDATION IS A REGIONAL DEVELOPMENT AND PHILANTHROPIC ORGANIZATION THAT FOSTERS ECONOMIC AND COMMUNITY VITALITY IN 20 COUNTIES OF SOUTHERN MINNESOTA THROUGH A CULTURE OF COLLABORATION AND PARTNERSHIP, WITH A FOCUS ON ENTREPRENEURS AND EARLY CHILDHOOD DEVELOPMENT.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$75.9M

+8.8% YoY

Annual Giving

$1.8M

+1.0% YoY

Grant Count

97

+38.6% YoY

Avg Grant Size

$18K

-27.1% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$6M$12M$18M$24M201920202021202220232024
Metric202420232022
Total Assets$75,903,981$69,745,601$67,371,961
Revenue$8,360,704$5,876,900$22,164,085
Expenses$6,906,181$6,487,380$16,755,144
Qualifying Distributions
Net Investment Income$2,030,453$927,741$3,778,487
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$444K$888K$1M$2M43 grants201970 grants202099 grants202170 grants202270 grants202397 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

UNIVERSITY OF NOTRE DAME$150KVANGUARD CHARITABLE$145KCITY OF WABASHA$97KCHURCH OF ST ANNE OF LE …$50KCITY OF BYRON$44KTHREE RIVERS COMMUNITY A…$38KLEO AUGUSTA CHILDREN'S A…$35KFILLMORE CENTRAL PUBLIC …$32KRIVER BEND NATURE CENTER…$32KCITY OF PLAINVIEW$30K

Grant Size Distribution

449 grants across all recorded years

431<$50K12$50–100K4$100–250K2$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Southern Minnesota Initiative Foundation fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

TIMOTHY PENNYPRESIDENT/CEO$164KBRIAN CONZEMIUSVICE PRESIDENT/CFO$131KRAE JEAN HANSENVP OF EARLY CHILDHOOD$115KPAMELA BISHOPVP OF ECONOMIC DEVELOPMENT$108K

From 2024 filing

NameTitleHoursCompensation
TIMOTHY PENNYPRESIDENT/CEO40$164,038
BRIAN CONZEMIUSVICE PRESIDENT/CFO40$131,445
PAMELA BISHOPVP OF ECONOMIC DEVELOPMENT40$108,156
RAE JEAN HANSENVP OF EARLY CHILDHOOD40$115,107
JAKE ANDERSONTREASURER2
CHRIS SCHADSECRETERY2
SHAWN VOGT SWEENCHAIR2
ERIN MEIERVICE CHAIR2
ERIN BAILEYMEMBER AT LARGE2
BOB MANNMEMBER AT LARGE2
IAN BENTSMEMBER AT LARGE2
MATT COYMEMBER AT LARGE2
BRAD HOINESSMEMBER AT LARGE2
IBRAHIM HUSSEINMEMBER AT LARGE2
HEATHER MILLARDMEMBER AT LARGE2
ANGEL URIBEMEMBER AT LARGE2
XAVIER FRIGOLADIRECTOR2
MATT GOLDADEDIRECTOR2
JAMILA IBRAHIMDIRECTOR2

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

5states

Cities

Albert LeaAldenAmboyArlingtonAustinBlooming PrairieBlue EarthByronCaledoniaCambridgeCannon FallsCantonChatfieldClaremontClevelandCrookstonDodge CityDoverEagle LakeEdina

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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