Civic Intelligence

Minnesota Financial Worker and Case Aide Association

990EZ • Fiscal year 2013 • EIN 20-4776782

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 16, 2014

PO Box 355060

(507) 456-1997

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Net Margin

88th percentile

31%

Higher net margin than 88% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Asset Growth

100th percentile

2373%

Faster asset growth than 100% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

73rd percentile

14%

Faster revenue growth than 73% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$47,776

Up $45,844 (+2373%) from 2012

Net Assets

$47,776

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue

Up

$63,086

Up $7,590 (+14%) from 2012

Expenses

Down

$43,429

Down $10,136 (-19%) from 2012

Net Income

Up

$19,657

Up $17,726 (+918%) from 2012

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2011: $1Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $1,932Liabilities 2012: $02012Assets 2013: $47,776Liabilities 2013: $0Net Assets 2013: $47,7762013Assets 2014: $65,042Liabilities 2014: $0Net Assets 2014: $65,0422014Assets 2015: $55,380Liabilities 2015: $0Net Assets 2015: $55,3802015Assets 2016: $61,689Liabilities 2016: $0Net Assets 2016: $61,6892016Assets 2018: $86,393Liabilities 2018: $0Net Assets 2018: $86,3932018Assets 2019: $98,794Liabilities 2019: $0Net Assets 2019: $98,7942019Assets 2020: $99,599Liabilities 2020: $0Net Assets 2020: $99,5992020Assets 2021: $61,476Liabilities 2021: $0Net Assets 2021: $61,4762021Assets 2022: $150,363Liabilities 2022: $0Net Assets 2022: $150,3632022Assets 2023: $149,589Liabilities 2023: $0Net Assets 2023: $149,5892023Assets 2024: $142,113Liabilities 2024: $0Net Assets 2024: $142,1132024

Highlighted filing

2013

Assets$47,776
Liabilities$0
Net Assets$47,776

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $39,206Expenses 2011: $54,898Net Income 2011: -$15,6922011Revenue 2012: $55,496Expenses 2012: $53,565Net Income 2012: $1,9312012Revenue 2013: $63,086Expenses 2013: $43,429Net Income 2013: $19,6572013Revenue 2014: $86,288Expenses 2014: $69,022Net Income 2014: $17,2662014Revenue 2015: $90,993Expenses 2015: $100,655Net Income 2015: -$9,6622015Revenue 2016: $105,515Expenses 2016: $99,206Net Income 2016: $6,3092016Revenue 2018: $139,646Expenses 2018: $130,333Net Income 2018: $9,3132018Revenue 2019: $134,912Expenses 2019: $122,511Net Income 2019: $12,4012019Revenue 2020: $11,041Expenses 2020: $10,236Net Income 2020: $8052020Revenue 2021: $10,988Expenses 2021: $49,111Net Income 2021: -$38,1232021Revenue 2022: $157,497Expenses 2022: $68,610Net Income 2022: $88,8872022Revenue 2023: $136,165Expenses 2023: $136,939Net Income 2023: -$7742023Revenue 2024: $140,256Expenses 2024: $147,732Net Income 2024: -$7,4762024

Highlighted filing

2013

Revenue$63,086
Expenses$43,429
Net Income$19,657
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 16, 2014
Return Version
2013v3.0
Gross Receipts
$63,086
Mission and Program Overview

Mission

Promote education and networking

Program Services

DescriptionGrantsExpenses
TO PROMOTE EDUCATION AND NETWORKING OPPORTUNITIES THROUGH MONTHLY MEETINGS THAT HELP FACILITATE HUMAN SERVICE PROGRAMS IN THE STATE OF MINNESOTA.$3,350$43,430
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAMI SIMONSONPresident-$0--
DEBRA SMITHVice President-$0--
MONA NICHOLSSecretary-$0--
SHARON CLEMENSTreasurer-$0--
SHERRY TSCHIDAPresident Elect-$0--
Filing and Contact Details

Filer

EIN
20-4776782
Phone
5074561997

Signing Officer

Name
Sharon Clemens
Title
Treasurer
Phone
5074561997
Signed
2014-10-16
Discuss with paid preparer
Yes

Preparer

Preparer
Jennifer Thienes CPA
Phone
3202517010
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 5.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: danielle nichols. Date of gift: 12/31/13. Amount given: 500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: amy williams. Date of gift: 12/31/13. Amount given: 500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: paige wetzel. Date of gift: 12/31/13. Amount given: 500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: kessa albright. Date of gift: 12/31/13. Amount given: 500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: andrea eye. Date of gift: 12/31/13. Amount given: 500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: samantha markman. Date of gift: 12/31/13. Amount given: 500. Total included on form 990-ez, line 10: 3,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank charges. Amount: 21. Description: beverages and lunches. Amount: 277. Description: conferences. Amount: 37,406. Description: dues. Amount: 290. Description: supplies. Amount: 207. Description: mileage reimbursement. Amount: 1,090. Description: surety bond. Amount: 140. Description: miscellaneous. Amount: 606. Total to form 990-ez, line 16: 40,037.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: assets not included in beginning balance. Amount: 41,880.

Form 990EZ Page 1 Section B

Minnesota financial worker and case aide association is amending the originally filed return to include the assets, income and expenses that were erroneoulsy excluded in the original return.

Raw XML Appendix136 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/AmendedReturnInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0SHARON CLEMENS
IRS990EZ/BooksInCareOfDetail/PhoneNum05074561997
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 3
IRS990EZ/BooksInCareOfDetail/USAddress/City0OWATONNA
IRS990EZ/BooksInCareOfDetail/USAddress/State0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode055060
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047776
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt019657
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0392
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt047776
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossReceiptsAmt063086
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt07655
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-13761
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047776
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-13761
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047776
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TAMI SIMONSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBRA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MONA NICHOLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHARON CLEMENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHERRY TSCHIDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT ELECT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt041880
IRS990EZ/OtherExpensesTotalAmt040037
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE EDUCATION AND NETWORKING
IRS990EZ/ProgramServiceRevenueAmt055426
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE EDUCATION AND NETWORKING OPPORTUNITIES THROUGH MONTHLY MEETINGS THAT HELP FACILITATE HUMAN SERVICE PROGRAMS IN THE STATE OF MINNESOTA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03350
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043430
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt013761
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt043429
IRS990EZ/TotalProgramServiceExpensesAmt043430
IRS990EZ/TotalRevenueAmt063086
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MFWCAA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: DANIELLE NICHOLS. DATE OF GIFT: 12/31/13. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: AMY WILLIAMS. DATE OF GIFT: 12/31/13. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: PAIGE WETZEL. DATE OF GIFT: 12/31/13. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: . GRANTEE NAME: KESSA ALBRIGHT. DATE OF GIFT: 12/31/13. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: . GRANTEE NAME: ANDREA EYE. DATE OF GIFT: 12/31/13. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: . GRANTEE NAME: SAMANTHA MARKMAN. DATE OF GIFT: 12/31/13. AMOUNT GIVEN: 500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION: BANK CHARGES. AMOUNT: 21. DESCRIPTION: BEVERAGES AND LUNCHES. AMOUNT: 277. DESCRIPTION: CONFERENCES. AMOUNT: 37,406. DESCRIPTION: DUES. AMOUNT: 290. DESCRIPTION: SUPPLIES. AMOUNT: 207. DESCRIPTION: MILEAGE REIMBURSEMENT. AMOUNT: 1,090. DESCRIPTION: SURETY BOND. AMOUNT: 140. DESCRIPTION: MISCELLANEOUS. AMOUNT: 606. TOTAL TO FORM 990-EZ, LINE 16: 40,037.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DESCRIPTION: ASSETS NOT INCLUDED IN BEGINNING BALANCE. AMOUNT: 41,880.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MINNESOTA FINANCIAL WORKER AND CASE AIDE ASSOCIATION IS AMENDING THE ORIGINALLY FILED RETURN TO INCLUDE THE ASSETS, INCOME AND EXPENSES THAT WERE ERRONEOULSY EXCLUDED IN THE ORIGINAL RETURN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990EZ PAGE 1 SECTION B
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARON CLEMENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05074561997
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10MINNESOTA FINANCIAL WORKER AND CASE
ReturnHeader/Filer/BusinessName/BusinessNameLine20AIDE ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0MINN
ReturnHeader/Filer/EIN0204776782
ReturnHeader/Filer/PhoneNum05074561997
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 3
ReturnHeader/Filer/USAddress/City0OWATONNA
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055060
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411431613
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KERN DEWENTER VIERE LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10220 PARK AVE S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ST CLOUD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode056301
ReturnHeader/PreparerPersonGrp/PhoneNum03202517010
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER THIENES CPA
ReturnHeader/ReturnTs02014-10-31T09:52:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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