Civic Intelligence

Minnesota Financial Worker and Case Aide Association

990EZ • Fiscal year 2015 • EIN 20-4776782

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 11, 2016

Organization ProfileWWW.MFWCAA.ORG
PO Box 3Owatonna, MN 55060

(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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

19th percentile

-15%

Faster asset growth than 19% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

62nd percentile

5.5%

Faster revenue growth than 62% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$55,380

Down $9,662 (-15%) from 2014

Net Assets

Down

$55,380

Down $9,662 (-15%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin22nd percentile

Revenue

Up

$90,993

Up $4,705 (+5.5%) from 2014

Expenses

Up

$100,655

Up $31,633 (+46%) from 2014

Net Income

Down

-$9,662

Down $26,928 (-156%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

2015

Assets$55,380
Liabilities$0
Net Assets$55,380
Open 2015 Filing

Operations Trend

Revenue Growth62nd percentile

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

2015

Revenue$90,993
Expenses$100,655
Net Income-$9,662
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 11, 2016
Return Version
2015v2.1
Gross Receipts
$90,993
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.$6,500$89,242
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TARA VANDER STEENPresident-$0--
STEPHANIE WILEYVice President-$0--
TERYL WAUGHTALSecretary-$0--
WENDY SCHIFFLERTreasurer-$0--
TAMI ELICHPresident Elect-$0--
SHERRY TSCHIDAPast President-$0--
KATIE POTTERCase Aide Representative-$0--
Filing and Contact Details

Filer

Filer Name
Minnesota Financial Worker and Case
EIN
20-4776782
Phone
5074561997
Address
PO BOX 3, OWATONNA, MN 55060

Signing Officer

Name
Wendy Schiffler
Title
Treasurer
Phone
5074561997
Signed
2016-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Bergankdv Ltd
Address
220 PARK AVE S, ST CLOUD, MN 56301
Preparer
Marie a Schmitz CPA
Phone
3202517010
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 1.”

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

“Description: office expenses. Amount: 64. Description: beverages and lunches. Amount: 2,463. Description: conferences. Amount: 82,742. Description: supplies. Amount: 303. Description: mileage reimbursement. Amount: 1,927. Description: miscellaneous. Amount: 957. Description: website development. Amount: 4,508. Description: insurance. Amount: 200. Total to form 990-ez, line 16: 93,164.”

Raw XML Appendix134 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum05074561997
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 3
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OWATONNA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055060
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065042
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt055380
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-9662
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0950
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt065042
IRS990EZ/Form990TotalAssetsGrp/EOYAmt055380
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06500
IRS990EZ/GrossReceiptsAmt090993
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt012160
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt065042
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055380
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt065042
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055380
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TARA VANDER STEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHANIE WILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TERYL WAUGHTAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WENDY SCHIFFLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TAMI ELICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHERRY TSCHIDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KATIE POTTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CASE AIDE REPRESENTATIVE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt093164
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE EDUCATION AND NETWORKING
IRS990EZ/PrintingPublicationsPostageAmt041
IRS990EZ/ProgramServiceRevenueAmt078832
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE EDUCATION AND NETWORKING OPPORTUNITIES THROUGH MONTHLY MEETINGS THAT HELP FACILITATE HUMAN SERVICE PROGRAMS IN THE STATE OF MINNESOTA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt089242
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0100655
IRS990EZ/TotalProgramServiceExpensesAmt089242
IRS990EZ/TotalRevenueAmt090993
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MFWCAA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OFFICE EXPENSES. AMOUNT: 64. DESCRIPTION: BEVERAGES AND LUNCHES. AMOUNT: 2,463. DESCRIPTION: CONFERENCES. AMOUNT: 82,742. DESCRIPTION: SUPPLIES. AMOUNT: 303. DESCRIPTION: MILEAGE REIMBURSEMENT. AMOUNT: 1,927. DESCRIPTION: MISCELLANEOUS. AMOUNT: 957. DESCRIPTION: WEBSITE DEVELOPMENT. AMOUNT: 4,508. DESCRIPTION: INSURANCE. AMOUNT: 200. TOTAL TO FORM 990-EZ, LINE 16: 93,164.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY SCHIFFLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05074561997
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MINNESOTA FINANCIAL WORKER AND CASE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AIDE ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0MINN
ReturnHeader/Filer/EIN0204776782
ReturnHeader/Filer/PhoneNum05074561997
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3
ReturnHeader/Filer/USAddress/CityNm0OWATONNA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055060
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411431613
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERGANKDV LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 PARK AVE S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST CLOUD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd056301
ReturnHeader/PreparerPersonGrp/PhoneNum03202517010
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIE A SCHMITZ CPA
ReturnHeader/ReturnTs02016-08-11T15:16:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,380
Liabilities
$0
Net assets
$55,380
Revenue
$90,993
Expenses
$100,655
Net income
-$9,662
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$1.40$1.48$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$1.36$1.37$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$1.57$0.69$0.89
2021Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.11$0.49$0.38
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.11$0.10$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$1.35$1.23$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$1.40$1.30$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$1.06$0.99$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.91$1.01$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.86$0.69$0.17
2013Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.63$0.43$0.20
2012Summary only. Only limited summary data is available for this year.$0.02$0.00$0.55$0.54$0.02
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.39$0.55$0.16