Civic Intelligence

Winona State University Foundation

990 • Fiscal year 2021 • EIN 23-7079002

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 10, 2021

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

29th percentile

0.08x

Higher debt load relative to assets than 29% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

70th percentile

0.75x

Higher debt load relative to revenue than 70% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

89th percentile

58%

Higher net margin than 89% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

6th percentile

$0

Higher top officer pay than 6% of similar nonprofits.

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

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

70th percentile

20%

Faster asset growth than 70% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-34%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$77,604,958

Up $13,125,630 (+20%) from 2020

Net Assets

Up

$71,690,498

Up $13,474,756 (+23%) from 2020

Liabilities

Down

$5,914,460

Down $349,126 (-5.6%) from 2020

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin89th percentile

Revenue

Down

$7,838,312

Down $3,970,916 (-34%) from 2020

Expenses

Down

$3,305,195

Down $199,044 (-5.7%) from 2020

Net Income

Down

$4,533,117

Down $3,771,872 (-45%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2021

Assets$77,604,958
Liabilities$5,914,460
Net Assets$71,690,498
Open 2021 Filing

Operations Trend

Revenue Growth7th 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

2021

Revenue$7,838,312
Expenses$3,305,195
Net Income$4,533,117
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 10, 2021
Return Version
2020v4.1
Gross Receipts
$23,070,262
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 donationsfor the benefit of the education programs of winona state university

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$51,281,550$64,653,633▲ $13,372,083
Land, Buildings, and Equipment, Net$9,255,753$8,987,121▼ $268,632
Savings and Temporary Cash Investments$2,289,960$2,498,930▲ $208,970
Pledges and Grants Receivable$622,057$430,175▼ $191,882
Accounts Receivable$58,917$45,491▼ $13,426
Prepaid Expenses and Deferred Charges$8,054$8,054→ $0
Total Assets$64,479,328$77,604,958▲ $13,125,630
Other Assets Total$963,037$981,554▲ $18,517
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,994,576$3,337,763▼ $656,813
Accounts Payable and Accrued Expenses$2,025,966$2,390,419▲ $364,453
Other Liabilities$179,302$154,899▼ $24,403
Grants Payable$63,742$31,379▼ $32,363
Total Liabilities$6,263,586$5,914,460▼ $349,126
Net Assets / Fund Balance
Net Assets With Donor Restrictions$54,924,107$66,739,207▲ $11,815,100
Net Assets Without Donor Restrictions$3,291,635$4,951,291▲ $1,659,656
Total Net Assets Fund Balance$58,215,742$71,690,498▲ $13,474,756
Total Liabilities and Net Assets / Fund Balance$64,479,328$77,604,958▲ $13,125,630

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,869,958$4,875,330$10,745,288
Land$3,117,163-$551,846
Equipment$0$280,573$280,573

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$48,616,237$1,377,702▲ $11,901,939-$60,117,645
2019$42,976,155$4,913,327▲ $1,886,031$16,571$48,616,237
2018$39,511,331$3,141,725▲ $1,769,016$14,157$42,976,155
2017$36,222,554$2,262,992▲ $2,008,418$17,129$39,511,331
2016$32,817,504$1,280,878▲ $3,029,618$18,217$36,222,554
Compensation and Service Providers
Top Officer Pay6th percentile

Board Members and Trustees

NameTitle
Thomas WynnChair Elect
Mark NicholsImmediate Past Chair
Bob StraussPresident
Jon OlsonExecutive Director
Bob BiesterfeldTrustee
Bob BrewerTrustee
Bob NeisTrustee
Bonnie ClipperTrustee
Dan MortensenTrustee
David RubensteinTrustee
Diane AmundsonTrustee
Dick RecordTrustee
George BolonTrustee
Greg EvansTrustee
Howard BickerTrustee
Jolene VaselaarTrustee
Ken MogrenTrustee
Leann JohnsonTrustee
Mary ElliottTrustee
Michael EricsonTrustee
Michael RussellTrustee
Reggie JohnsonTrustee
Rill ReuterTrustee
Scott EllinghuysenTrustee
Scott JohnsonTrustee
Scott OlsonTrustee
Scott OpferTrustee
Steve HeusleinTrustee
Tim MisslingTrustee
Tom KiefferTrustee
Phil SonnebergCFO
Jim MeyerSecretary
John McsheaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,931,504
Program Service Revenue
$806,239
Investment Income
$4,945,395
Other Revenue
$155,174
All Other Contributions
$1,931,504
Change in Net Assets
$4,533,117

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 Traded3,726$180,129Quoted Market Price
Other Non Cash Contri Table1$7,400Fair Market Value
Other Non Cash Contri Table3$2,159Fair Market Value
Works of Art5$455Fair Market Value
Total Noncash Contributions3,735$190,143-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,611,394
Revenue Not Reported on Financial Statements
$226,918
Revenue Not Reported on Form 990
$8,976,169
Total Revenue per Audited Statements
$16,587,563
Total Revenue per Form 990
$7,838,312
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,411,192
Other Expenses$894,003
Total Fundraising Expense$25,497
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$2,019,263--$2,019,263
Grants to Domestic Orgs$391,929--$391,929
Depreciation Depletion$268,632--$268,632
Interest$133,469--$133,469
All Other Expenses$10,395$9,150$6,991$26,536
Fees for Services Management-$20,245-$20,245
Other Expenses-$51,221$18,506$18,506
Travel-$1,452-$1,452
Total Functional Expenses$2,823,688$456,010$25,497$3,305,195

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,305,195
Total Expenses per Audited Statements$3,112,807
Expenses per Audited Statements$3,078,277
Expenses Not Reported on Financial Statements$226,918
Expenses Not Reported on Form 990$34,530
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Winona State UniversityWinona, MN-Support Educational Programs and Students at Winona State University Foundation.$391,929
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$189,704
Fundraising Direct Expenses$34,530
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Warrior Club Income$166,099$166,099$28,113$137,986
Athletics$23,605$23,605$6,417$17,188
Total Events$189,704$189,704$34,530$155,174
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Gift Annuities Payable$154,899
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
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 comittees prior to filing.”

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

“Discussions and votes concerning the conflict.”

Form 990, Part VI, Section C, Line 19

“Copy of the financial statements are provided to the state of minnesota.”

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
President
Signed
2021-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jon Olson
Formed
1979
Legal Domicile
Mn
Voting Board Members
32
Independent Board Members
32
Employees
0
Volunteers
50

Preparer

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

Additional Explanations

Part XII, Line 2C

“This process has not changed since prior year.”

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 X, LINE 2:

“U.s. Gaap requires management to evaluate tax positions taken by the organization and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by a taxing authority. Management has analyzed the tax positions taken by the organization, and has concluded that as of june 30, 2021 and 2020, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The organization is subject to routine audits by taxing jurisdictions: however, there are currently no audits for any tax periods in progress.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising events direct expenses 34,530.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising events direct expenses 34,530.”

Raw XML AppendixShowing 400 of 748 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/PersonNm2MARK NICHOLS
IRS990/Form990PartVIISectionAGrp/PersonNm3JIM MEYER
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN MCSHEA
IRS990/Form990PartVIISectionAGrp/PersonNm5SCOTT OLSON
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IRS990/Form990PartVIISectionAGrp/PersonNm7BOB BIESTERFELD
IRS990/Form990PartVIISectionAGrp/PersonNm8GEORGE BOLON
IRS990/Form990PartVIISectionAGrp/PersonNm9BOB BREWER
IRS990/Form990PartVIISectionAGrp/PersonNm10SCOTT ELLINGHUYSEN
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHAEL ERICSON
IRS990/Form990PartVIISectionAGrp/PersonNm12DIANE AMUNDSON
IRS990/Form990PartVIISectionAGrp/PersonNm13STEVE HEUSLEIN
IRS990/Form990PartVIISectionAGrp/PersonNm14BONNIE CLIPPER
IRS990/Form990PartVIISectionAGrp/PersonNm15REGGIE JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm16LEANN JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm17GREG EVANS
IRS990/Form990PartVIISectionAGrp/PersonNm18MARY ELLIOTT
IRS990/Form990PartVIISectionAGrp/PersonNm19TIM MISSLING
IRS990/Form990PartVIISectionAGrp/PersonNm20KEN MOGREN
IRS990/Form990PartVIISectionAGrp/PersonNm21DAN MORTENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm22BOB NEIS
IRS990/Form990PartVIISectionAGrp/PersonNm23SCOTT JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm24SCOTT OPFER
IRS990/Form990PartVIISectionAGrp/PersonNm25DICK RECORD
IRS990/Form990PartVIISectionAGrp/PersonNm26RILL REUTER
IRS990/Form990PartVIISectionAGrp/PersonNm27DAVID RUBENSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm28JON OLSON
IRS990/Form990PartVIISectionAGrp/PersonNm29MICHAEL RUSSELL
IRS990/Form990PartVIISectionAGrp/PersonNm30JOLENE VASELAAR
IRS990/Form990PartVIISectionAGrp/PersonNm31TOM KIEFFER
IRS990/Form990PartVIISectionAGrp/PersonNm32PHIL SONNEBERG
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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR ELECT
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/TitleTxt28EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt30TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt31TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt32CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt034530
IRS990/FundraisingGrossIncomeAmt0189704
IRS990/GainOrLossGrp/SecuritiesAmt03944505
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt032
IRS990/GrantAmt02019263
IRS990/GrantsPayableGrp/BOYAmt063742
IRS990/GrantsPayableGrp/EOYAmt031379
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02019263
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02019263
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0391929
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0391929
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt019141925
IRS990/GrossReceiptsAmt023070262
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt032
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InterestGrp/ProgramServicesAmt0133469
IRS990/InterestGrp/TotalAmt0133469
IRS990/InvestmentIncomeGrp/ExclusionAmt01000890
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01000890
IRS990/InvestmentInJointVentureInd00
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IRS990/LandBldgEquipCostOrOtherBssAmt014143024
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt015197420
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/BOYAmt03994576
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03337763
IRS990/NetAssetsOrFundBalancesBOYAmt058215742
IRS990/NetAssetsOrFundBalancesEOYAmt071690498
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03944505
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03944505
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0155174
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0155174
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt08941639
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03291635
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04951291
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0190143
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0963037
IRS990/OtherAssetsTotalGrp/EOYAmt0981554
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INVESTMENT FEES
IRS990/OtherExpensesGrp/Desc1SOFTWARE FEES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3DEVELOPMENT ACTIVITIES

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,604,958
Liabilities
$5,914,460
Net assets
$71,690,498
Revenue
$7,838,312
Expenses
$3,305,195
Net income
$4,533,117
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