Civic Intelligence

Winona State University Foundation

990 • Fiscal year 2017 • EIN 23-7079002

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 05, 2018

Organization ProfileWWW.WINONA.EDU/FOUNDATION
PO Box 5838Winona, MN 55987

(507) 457-5518

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.14x

Higher debt load relative to assets than 33% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

1.43x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

4th percentile

$0

Higher top officer pay than 4% of similar nonprofits.

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

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

59th percentile

8.0%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

18th percentile

-6.7%

Faster revenue growth than 18% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$50,681,071

Up $3,733,545 (+8.0%) from 2016

Net Assets

Up

$43,667,357

Up $3,937,160 (+9.9%) from 2016

Liabilities

Down

$7,013,714

Down $203,615 (-2.8%) from 2016

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin85th percentile

Revenue

Down

$4,905,978

Down $352,023 (-6.7%) from 2016

Expenses

Up

$3,326,508

Up $374,315 (+13%) from 2016

Net Income

Down

$1,579,470

Down $726,338 (-32%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$100M$50M$0Assets 2010: $27,448,340Liabilities 2010: $8,847,930Net Assets 2010: $18,600,4102010Assets 2011: $31,526,156Liabilities 2011: $7,941,378Net Assets 2011: $23,584,7782011Assets 2012: $31,871,685Liabilities 2012: $7,826,785Net Assets 2012: $24,044,9002012Assets 2013: $36,415,958Liabilities 2013: $7,483,426Net Assets 2013: $28,932,5322013Assets 2014: $42,278,213Liabilities 2014: $7,210,786Net Assets 2014: $35,067,4272014Assets 2015: $44,823,263Liabilities 2015: $6,551,680Net Assets 2015: $38,271,5832015Assets 2016: $46,947,526Liabilities 2016: $7,217,329Net Assets 2016: $39,730,1972016Assets 2017: $50,681,071Liabilities 2017: $7,013,714Net Assets 2017: $43,667,3572017Assets 2018: $55,943,415Liabilities 2018: $6,399,071Net Assets 2018: $49,544,3442018Assets 2019: $56,915,357Liabilities 2019: $6,349,971Net Assets 2019: $50,565,3862019Assets 2020: $64,479,328Liabilities 2020: $6,263,586Net Assets 2020: $58,215,7422020Assets 2021: $77,604,958Liabilities 2021: $5,914,460Net Assets 2021: $71,690,4982021Assets 2022: $70,974,103Liabilities 2022: $7,396,933Net Assets 2022: $63,577,1702022Assets 2023: $79,737,621Liabilities 2023: $11,249,318Net Assets 2023: $68,488,3032023Assets 2024: $86,205,215Liabilities 2024: $10,280,043Net Assets 2024: $75,925,1722024Assets 2025: $93,536,107Liabilities 2025: $9,862,240Net Assets 2025: $83,673,8672025

Highlighted filing

2017

Assets$50,681,071
Liabilities$7,013,714
Net Assets$43,667,357
Open 2017 Filing

Operations Trend

Revenue Growth18th percentile

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

$15M$10M$5.0M$0Expenses 2010: $3,016,7012010Expenses 2011: $2,276,8592011Expenses 2012: $3,041,2472012Expenses 2013: $2,366,6522013Revenue 2014: $5,373,048Expenses 2014: $2,445,886Net Income 2014: $2,927,1622014Revenue 2015: $11,742,504Expenses 2015: $2,807,041Net Income 2015: $8,935,4632015Revenue 2016: $5,258,001Expenses 2016: $2,952,193Net Income 2016: $2,305,8082016Revenue 2017: $4,905,978Expenses 2017: $3,326,508Net Income 2017: $1,579,4702017Revenue 2018: $8,503,806Expenses 2018: $3,301,896Net Income 2018: $5,201,9102018Revenue 2019: $7,092,770Expenses 2019: $6,807,107Net Income 2019: $285,6632019Revenue 2020: $11,809,228Expenses 2020: $3,504,239Net Income 2020: $8,304,9892020Revenue 2021: $7,838,312Expenses 2021: $3,305,195Net Income 2021: $4,533,1172021Revenue 2022: $6,888,615Expenses 2022: $3,452,827Net Income 2022: $3,435,7882022Revenue 2023: $6,516,255Expenses 2023: $4,231,356Net Income 2023: $2,284,8992023Revenue 2024: $4,942,433Expenses 2024: $4,011,853Net Income 2024: $930,5802024Revenue 2025: $8,013,303Expenses 2025: $4,592,722Net Income 2025: $3,420,5812025

Highlighted filing

2017

Revenue$4,905,978
Expenses$3,326,508
Net Income$1,579,470
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 5, 2018
Return Version
2016v3.0
Gross Receipts
$23,874,632
Mission and Program Overview

Mission

Encourage bequests and donations for the benefit of students and the educational programs of winona state university

Encourage bequests and donations for the benefit of the students and educational programs of winona state university foundation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$32,720,021$36,125,185▲ $3,405,164
Land, Buildings, and Equipment, Net$10,429,364$10,484,285▲ $54,921
Savings and Temporary Cash Investments$1,395,831$1,458,356▲ $62,525
Investments Other Securities$1,157,723$1,320,437▲ $162,714
Pledges and Grants Receivable$685,373$712,878▲ $27,505
Accounts Receivable$77,892$70,663▼ $7,229
Prepaid Expenses and Deferred Charges$8,054$8,054→ $0
Total Assets$46,947,526$50,681,071▲ $3,733,545
Other Assets Total$473,268$501,213▲ $27,945
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,757,546$6,605,436▼ $152,110
Other Liabilities$324,104$287,209▼ $36,895
Grants Payable$75,162$82,712▲ $7,550
Accounts Payable and Accrued Expenses$60,517$38,357▼ $22,160
Total Liabilities$7,217,329$7,013,714▼ $203,615
Net Assets / Fund Balance
Permanently Rstr Net Assets$23,481,008$24,917,804▲ $1,436,796
Temporarily Rstr Net Assets$13,875,934$15,981,628▲ $2,105,694
Unrestricted Net Assets$2,373,255$2,767,925▲ $394,670
Total Net Assets Fund Balance$39,730,197$43,667,357▲ $3,937,160
Total Liabilities and Net Assets / Fund Balance$46,947,526$50,681,071▲ $3,733,545

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,944,421$3,800,940$10,745,361
Equipment$817,684$415,530$1,233,214
Land$2,722,180-$551,843
Other Land Buildings$0--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$32,817,504$1,280,878▲ $3,029,618$18,217$36,222,554
2015$31,625,090$2,091,474▼ $28,655$60,408$32,817,504
2014$29,359,129$2,492,663▲ $732,759$152,251$31,625,090
2013$24,335,051$2,024,292▲ $3,669,542$0$29,359,129
2012$20,092,046$2,524,273▲ $2,262,992$0$24,335,051
Compensation and Service Providers
Top Officer Pay4th percentile

Board Members and Trustees

NameTitle
Greg EvansChair
Thom KeifferImmediate Past Chair
Mark NicholsVice Chair
-Trustee
Bob BiesterfeldTrustee
Bob BrewerTrustee
Bob NeisTrustee
Dana JohnsonTrustee
David RubensteinTrustee
Dick RecordTrustee
George BolonTrustee
Howard BickerTrustee
John McsheaTrustee
Jolene VaselaarTrustee
Ken MogrenTrustee
Leann JohnsonTrustee
Michael ArnoldTrustee
Michael EricsonTrustee
Michael RussellTrustee
Paul SirTrustee
Reggie JohnsonTrustee
Rill ReuterTrustee
Scott EllinghuysenTrustee
Scott JohnsonTrustee
Scott OpferTrustee
Steve HeusleinTrustee
Ted FredricksonTrustee
Terry OelkersTrustee
Tim MisslingTrustee
Tom TaylorTrustee
Tom WynnTrustee
Jim MeyerSecretary
Bob StraussTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,564,745
Program Service Revenue
$925,134
Investment Income
$1,341,198
Other Revenue
$74,901
All Other Contributions
$2,564,745
Change in Net Assets
$1,579,470

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded16$144,505Quoted Market Price
Total Noncash Contributions16$144,505-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,757,871
Revenue Not Reported on Financial Statements
$148,107
Revenue Not Reported on Form 990
$2,404,039
Total Revenue per Audited Statements
$7,161,910
Total Revenue per Form 990
$4,905,978
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,559,273
Other Expenses$759,735
Total Fundraising Expense$60,868
Professional Fundraising Fees$7,500
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,397,045--$1,397,045
Grants to Domestic Orgs$1,162,228--$1,162,228
Depreciation Depletion$339,137--$339,137
Fees for Service Investment Mgmnt Fees-$148,107-$148,107
Interest$140,291--$140,291
Conferences and Meetings-$19,913$41,659$61,572
Office Expenses-$24,976$5,164$30,140
Insurance$9,665$7,165-$16,830
Other Expenses$5,391$535$5,625$11,551
Fees for Services Accounting-$11,000-$11,000
Fees for Services Professional Fundraising--$7,500$7,500
Travel--$920$920
Fees for Services Legal-$187-$187
Total Functional Expenses$3,053,757$211,883$60,868$3,326,508

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,326,508
Total Expenses per Audited Statements$3,234,357
Expenses per Audited Statements$3,178,401
Expenses Not Reported on Financial Statements$148,107
Expenses Not Reported on Form 990$55,956
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Winona State UniversityWinona, MN-Support Educational Programs and Students at Winona State University Foundation$1,162,228
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$121,248
Fundraising Direct Expenses$46,347
Professional Fundraising Fees$7,500

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf and Other Athletic Events$95,825$95,825$25,427$70,398
Science and Engineering$21,767$21,767$8,330$13,437
Total Events$121,247$121,247$46,346$74,901
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Board MemberInvestment Management FeesNo$46,054
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Gift Annuities Payable$287,209
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The foundation form 990 is reviewed and approved by the audit and finance committees prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Board members are asked to read the conflict of interest policy and disclose any situations that could be considered a possible conflict. Board members are routinely asked about potential conflicts.”

Form 990, Part VI, Section C, Line 18

“Copies of all financial statements and form 990 are available at the foundation's administrative office and can be viewed upon request.”

Form 990, Part VI, Section C, Line 19

“Copies of documents are available at the foundation's administrative office and can be viewed upon request.”

Part VI, Line 11

“The foundation form 990 is reviewed and approved by the audit and finance committees prior to filing.”

Filing and Contact Details

Filer

Filer Name
Winona State University Foundation
EIN
23-7079002
Phone
5074575518
Address
PO BOX 5838, WINONA, MN 55987

Signing Officer

Name
Bob Strauss
Title
Treasurer
Phone
5074575020
Signed
2018-01-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bob Strauss
Formed
1979
Legal Domicile
Mn
Voting Board Members
34
Independent Board Members
34
Employees
0
Volunteers
75

Preparer

Firm
Hawkins Ash Cpas Llp
Address
3720 NOTTINGHAM DR NW SUITE 100, ROCHESTER, MN 55901
Preparer
Thomas Cummings
Phone
5074241233
Supplemental Narrative

Additional Explanations

Part XII Financial Statements and Reporting

“The annual audit is reviewed by the audit committee and the finance committee. The committees forward their recomendations to the board for their consideration and approval.”

Financial Statement Notes

PART V, LINE 4:

“Endowment funds are to be used to fund scholarships for winona state university students and to support winona state university programs and activities.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Combined related entity 2. Direct cost of fundraising events 46,347.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Combined related entity 9,609. Direct cost of fundraising events 46,347.”

Raw XML AppendixShowing 400 of 771 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.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310
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IRS990/Form990PartVIISectionAGrp/PersonNm1MARK NICHOLS
IRS990/Form990PartVIISectionAGrp/PersonNm2THOM KEIFFER
IRS990/Form990PartVIISectionAGrp/PersonNm3JIM MEYER
IRS990/Form990PartVIISectionAGrp/PersonNm4BOB STRAUSS
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHAEL ARNOLD
IRS990/Form990PartVIISectionAGrp/PersonNm6HOWARD BICKER
IRS990/Form990PartVIISectionAGrp/PersonNm7BOB BIESTERFELD
IRS990/Form990PartVIISectionAGrp/PersonNm8GEORGE BOLON
IRS990/Form990PartVIISectionAGrp/PersonNm9BOB BREWER
IRS990/Form990PartVIISectionAGrp/PersonNm10SCOTT ELLINGHUYSEN
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHAEL ERICSON
IRS990/Form990PartVIISectionAGrp/PersonNm12TED FREDRICKSON
IRS990/Form990PartVIISectionAGrp/PersonNm13STEVE HEUSLEIN
IRS990/Form990PartVIISectionAGrp/PersonNm14DANA JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm15REGGIE JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm16LEANN JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm17SCOTT JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm18JOHN MCSHEA
IRS990/Form990PartVIISectionAGrp/PersonNm19TIM MISSLING
IRS990/Form990PartVIISectionAGrp/PersonNm20KEN MOGREN
IRS990/Form990PartVIISectionAGrp/PersonNm21BOB NEIS
IRS990/Form990PartVIISectionAGrp/PersonNm22TERRY OELKERS
IRS990/Form990PartVIISectionAGrp/PersonNm23SCOTT OPFER
IRS990/Form990PartVIISectionAGrp/PersonNm24DICK RECORD
IRS990/Form990PartVIISectionAGrp/PersonNm25RILL REUTER
IRS990/Form990PartVIISectionAGrp/PersonNm26DAVID RUBENSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm27MICHAEL RUSSELL
IRS990/Form990PartVIISectionAGrp/PersonNm28PAUL SIR
IRS990/Form990PartVIISectionAGrp/PersonNm29TOM TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm30JOLENE VASELAAR
IRS990/Form990PartVIISectionAGrp/PersonNm31TOM WYNN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt320
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt27TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt28TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt29TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt30TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt31TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt32TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt046347
IRS990/FundraisingGrossIncomeAmt0121248
IRS990/GainOrLossGrp/SecuritiesAmt0542075
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt034
IRS990/GrantAmt01397045
IRS990/GrantsPayableGrp/BOYAmt075162
IRS990/GrantsPayableGrp/EOYAmt082712
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01397045
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01397045
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01162228
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01162228
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt019464382
IRS990/GrossReceiptsAmt023874632
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt034
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt07165
IRS990/InsuranceGrp/ProgramServicesAmt09665
IRS990/InsuranceGrp/TotalAmt016830
IRS990/InterestGrp/ProgramServicesAmt0140291
IRS990/InterestGrp/TotalAmt0140291
IRS990/InvestmentIncomeGrp/ExclusionAmt0799123
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0799123
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01157723
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01320437
IRS990/InvestmentsPubTradedSecGrp/BOYAmt032720021
IRS990/InvestmentsPubTradedSecGrp/EOYAmt036125185
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04216470
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010429364
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010484285
IRS990/LandBldgEquipCostOrOtherBssAmt014700755
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt018922307
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ENCOURAGE BEQUESTS AND DONATIONS FOR THE BENEFIT OF STUDENTS AND THE EDUCATIONAL PROGRAMS OF WINONA STATE UNIVERSITY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt06757546
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt06605436
IRS990/NetAssetsOrFundBalancesBOYAmt039730197
IRS990/NetAssetsOrFundBalancesEOYAmt043667357
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0542075
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0542075
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt074901
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt074901
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02357690
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0144505
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt05164
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt024976
IRS990/OfficeExpensesGrp/TotalAmt030140
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0473268
IRS990/OtherAssetsTotalGrp/EOYAmt0501213
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt05625
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0535

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,681,071
Liabilities
$7,013,714
Net assets
$43,667,357
Revenue
$4,905,978
Expenses
$3,326,508
Net income
$1,579,470
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$93.5$9.86$83.7$8.01$4.59$3.42
2024Detailed filing. Detailed filing data is available for this year.$86.2$10.3$75.9$4.94$4.01$0.93
2023Detailed filing. Detailed filing data is available for this year.$79.7$11.2$68.5$6.52$4.23$2.28
2022Detailed filing. Detailed filing data is available for this year.$71.0$7.40$63.6$6.89$3.45$3.44
2021Detailed filing. Detailed filing data is available for this year.$77.6$5.91$71.7$7.84$3.31$4.53
2020Detailed filing. Detailed filing data is available for this year.$64.5$6.26$58.2$11.8$3.50$8.30
2019Detailed filing. Detailed filing data is available for this year.$56.9$6.35$50.6$7.09$6.81$0.29
2018Detailed filing. Detailed filing data is available for this year.$55.9$6.40$49.5$8.50$3.30$5.20
2017Detailed filing. Detailed filing data is available for this year.$50.7$7.01$43.7$4.91$3.33$1.58
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.9$7.22$39.7$5.26$2.95$2.31
2015Detailed filing. Detailed filing data is available for this year.$44.8$6.55$38.3$11.7$2.81$8.94
2014Detailed filing. Detailed filing data is available for this year.$42.3$7.21$35.1$5.37$2.45$2.93
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.4$7.48$28.9$2.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.9$7.83$24.0$3.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.5$7.94$23.6$2.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.4$8.85$18.6$3.02