Civic Intelligence

Winona State University Foundation

990 • Fiscal year 2025 • EIN 23-7079002

Jul 01, 2024 to Jun 30, 2025 • Filed on Jan 26, 2026

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

(507) 457-5020

Siviq Scores

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

Liabilities / Assets

36th percentile

0.11x

Higher debt load relative to assets than 36% of similar nonprofits.

2025 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

81st percentile

1.23x

Higher debt load relative to revenue than 81% of similar nonprofits.

2025 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2025

Net Margin

88th percentile

43%

Higher net margin than 88% of similar nonprofits.

2025 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2025

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

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

2025 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2025

Asset Growth

60th percentile

8.5%

Faster asset growth than 60% of similar nonprofits.

2025 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Revenue Growth

90th percentile

62%

Faster revenue growth than 90% of similar nonprofits.

2025 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$93,536,107

Up $7,330,892 (+8.5%) from 2024

Net Assets

Up

$83,673,867

Up $7,748,695 (+10%) from 2024

Liabilities

Down

$9,862,240

Down $417,803 (-4.1%) from 2024

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin88th percentile

Revenue

Up

$8,013,303

Up $3,070,870 (+62%) from 2024

Expenses

Up

$4,592,722

Up $580,869 (+14%) from 2024

Net Income

Up

$3,420,581

Up $2,490,001 (+268%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2025

Assets$93,536,107
Liabilities$9,862,240
Net Assets$83,673,867
Open 2025 Filing

Operations Trend

Revenue Growth90th 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

2025

Revenue$8,013,303
Expenses$4,592,722
Net Income$3,420,581
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 26, 2026
Return Version
2024v5.5
Gross Receipts
$29,542,508
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$67,234,596$74,876,273▲ $7,641,677
Land, Buildings, and Equipment, Net$12,776,863$12,508,230▼ $268,633
Savings and Temporary Cash Investments$1,944,615$1,755,131▼ $189,484
Pledges and Grants Receivable$877,439$607,839▼ $269,600
Prepaid Expenses and Deferred Charges$222,054$222,054→ $0
Accounts Receivable$196,861$159,080▼ $37,781
Total Assets$86,205,215$93,536,107▲ $7,330,892
Other Assets Total$2,952,787$3,407,500▲ $454,713
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,962,502$6,281,938▼ $680,564
Accounts Payable and Accrued Expenses$3,057,396$3,332,037▲ $274,641
Grants Payable$139,806$146,260▲ $6,454
Other Liabilities$120,339$102,005▼ $18,334
Total Liabilities$10,280,043$9,862,240▼ $417,803
Net Assets / Fund Balance
Net Assets With Donor Restrictions$70,448,563$76,842,867▲ $6,394,304
Net Assets Without Donor Restrictions$5,476,609$6,831,000▲ $1,354,391
Total Net Assets Fund Balance$75,925,172$83,673,867▲ $7,748,695
Total Liabilities and Net Assets / Fund Balance$86,205,215$93,536,107▲ $7,330,892

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,795,430$5,949,858$10,745,288
Land$7,712,800-$551,845
Equipment$0$280,573$280,573

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$62,386,393$2,555,050▲ $6,965,853$4,521$68,911,771
2023$55,604,861$1,873,513▲ $7,151,787$5,054$62,386,393
2022$52,265,989$1,076,774▲ $4,340,022$9,759$55,604,861
2021$60,117,645$1,550,382▼ $7,600,391$5,908$52,265,989
2020$48,616,237$1,377,702▲ $11,901,939-$60,117,645
Compensation and Service Providers
Top Officer Pay7th percentile

Board Members and Trustees

NameTitle
John McsheaChair Elect
Thomas WynnImmediate Past Chair
Diane AmundsonPresident
Bob BrewerDirector
Bob StraussDirector
Bonnie ClipperDirector
Courtney ColtonDirector
Dan MortensenDirector
David RubensteinDirector
George BolonDirector
Howard BickerDirector
Jim ZuehlkeDirector
Jordan FrederickDirector
Ken MogrenDirector
Kenneth JanzDirector
Kris WenkerDirector
Mark NicholsDirector
Michael RussellDirector
Rachel SchromenDirector
Rill ReuterDirector
Scott EllinghuysenDirector
Scott JohnsonDirector
Scott OpferDirector
Jon OlsonExecutive Director
Phil SonnebergCFO Until Nov. 2025
Reggie JohnsonSecretary
Tim MisslingTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,368,236
Program Service Revenue
$856,096
Investment Income
$3,665,111
Other Revenue
$123,860
All Other Contributions
$3,368,236
Change in Net Assets
$3,420,581

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 Amount
Real Estate Residential1$240,780
Securities Publicly Traded390$18,693
Total Noncash Contributions391$259,473

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,736,188
Revenue Not Reported on Financial Statements
$277,115
Revenue Not Reported on Form 990
$4,476,651
Total Revenue per Audited Statements
$12,212,839
Total Revenue per Form 990
$8,013,303
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,489,077
Other Expenses$1,103,645
Total Fundraising Expense$77,515
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$2,525,459--$2,525,459
Grants to Domestic Orgs$963,618--$963,618
Fees for Service Investment Mgmnt Fees-$277,115-$277,115
Depreciation Depletion$268,632--$268,632
All Other Expenses$7,606$44,313-$51,919
Travel-$45,225-$45,225
Other Expenses$89,424$44,228$77,515$44,228
Interest$44,147--$44,147
Fees for Services Accounting-$23,700-$23,700
Total Functional Expenses$3,898,886$616,321$77,515$4,592,722

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,592,722
Total Expenses per Audited Statements$4,464,166
Expenses per Audited Statements$4,315,607
Expenses Not Reported on Financial Statements$277,115
Expenses Not Reported on Form 990$148,559
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Winona State UniversityWinona, MN-Support Educational Programs and Students at Winona State University Foundation.$963,618
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$262,044
Fundraising Direct Expenses$138,044
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Warrior Club Income$154,873$154,873$38,687$116,186
Athletics$96,301$96,301$93,357$2,944
Total Events$262,044$262,044$138,044$124,000
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$102,005
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
5074575020
Address
PO BOX 5838, WINONA, MN 55987-5838

Signing Officer

Name
Diane Amundson
Title
President
Signed
2026-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jon Olson
Formed
1979
Legal Domicile
Mn
Voting Board Members
26
Independent Board Members
26
Employees
0
Volunteers
35

Preparer

Firm
Hawkins Ash Cpas Llp
Address
3720 NOTTINGHAM DR NW SUITE 100, ROCHESTER, MN 55901
Preparer
Brittany F Leonard
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, 2025 and 2024, 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 138,044. Rental direct expenses 10,490. Related organization revenue 3.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising events direct expenses 138,044. Rental direct expenses 10,490. Related organization expenses 25.”

Raw XML AppendixShowing 400 of 712 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/PersonNm7REGGIE JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm8MARK NICHOLS
IRS990/Form990PartVIISectionAGrp/PersonNm9TIM MISSLING
IRS990/Form990PartVIISectionAGrp/PersonNm10KEN MOGREN
IRS990/Form990PartVIISectionAGrp/PersonNm11DAN MORTENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm12SCOTT JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm13SCOTT OPFER
IRS990/Form990PartVIISectionAGrp/PersonNm14RILL REUTER
IRS990/Form990PartVIISectionAGrp/PersonNm15DAVID RUBENSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm16JON OLSON
IRS990/Form990PartVIISectionAGrp/PersonNm17MICHAEL RUSSELL
IRS990/Form990PartVIISectionAGrp/PersonNm18RACHEL SCHROMEN
IRS990/Form990PartVIISectionAGrp/PersonNm19BOB STRAUSS
IRS990/Form990PartVIISectionAGrp/PersonNm20JIM ZUEHLKE
IRS990/Form990PartVIISectionAGrp/PersonNm21KENNETH JANZ
IRS990/Form990PartVIISectionAGrp/PersonNm22JORDAN FREDERICK
IRS990/Form990PartVIISectionAGrp/PersonNm23COURTNEY COLTON
IRS990/Form990PartVIISectionAGrp/PersonNm24BOB BREWER
IRS990/Form990PartVIISectionAGrp/PersonNm25KRIS WENKER
IRS990/Form990PartVIISectionAGrp/PersonNm26PHIL 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/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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26CFO UNTIL NOV. 2025
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt0138044
IRS990/FundraisingGrossIncomeAmt0262044
IRS990/GainOrLossGrp/SecuritiesAmt01953026
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt026
IRS990/GrantAmt02525459
IRS990/GrantsPayableGrp/BOYAmt0139806
IRS990/GrantsPayableGrp/EOYAmt0146260
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02525459
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02525459
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0963618
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0963618
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt023333697
IRS990/GrossReceiptsAmt029542508
IRS990/GrossRentsGrp/RealAmt010350
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt026
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InterestGrp/ProgramServicesAmt044147
IRS990/InterestGrp/TotalAmt044147
IRS990/InvestmentIncomeGrp/ExclusionAmt01712085
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01712085
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt067234596
IRS990/InvestmentsPubTradedSecGrp/EOYAmt074876273
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06230431
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012776863
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012508230
IRS990/LandBldgEquipCostOrOtherBssAmt018738661
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt021380671
IRS990/LessRentalExpensesGrp/RealAmt010490
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/BOYAmt06962502
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt06281938
IRS990/NetAssetsOrFundBalancesBOYAmt075925172
IRS990/NetAssetsOrFundBalancesEOYAmt083673867
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01953026
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01953026
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0124000
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0124000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-140
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-140
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04328114
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05476609
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06831000
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0259473
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02952787
IRS990/OtherAssetsTotalGrp/EOYAmt03407500
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SOFTWARE FEES
IRS990/OtherExpensesGrp/Desc1SPECIAL PROJECTS
IRS990/OtherExpensesGrp/Desc2DEVELOPMENT ACTIVITIES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt077515
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0181740
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt144228
IRS990/OtherExpensesGrp/ProgramServicesAmt089424
IRS990/OtherExpensesGrp/TotalAmt0181740
IRS990/OtherExpensesGrp/TotalAmt189424
IRS990/OtherExpensesGrp/TotalAmt277515
IRS990/OtherExpensesGrp/TotalAmt344228
IRS990/OtherLiabilitiesGrp/BOYAmt0120339
IRS990/OtherLiabilitiesGrp/EOYAmt0102005
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0877439
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0607839
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0222054
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0222054
IRS990/PrincipalOfficerNm0JON OLSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/BusinessCd1900004
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT HOUSING
IRS990/ProgramServiceRevenueGrp/Desc1OTHER PROGRAM ACTIVITIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0702713
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1153383
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0702713
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1153383
IRS990/ProgSrvcAccomActy2Grp/Desc0GRANTS AND EXPENDITURES SUPPORTING WINONA STATE UNIVERSITY PROGRAMS AND ACTIVITIES. THE FOUNDATION GRANTS SUPPORT OVER 120 INDIVIDUAL PROGRAMS AT WINONA STATE UNIVERSITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01050527
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0963618
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0153383
IRS990/ProgSrvcAccomActy3Grp/Desc0STUDENT HOUSING ACTIVITIES, THE FOUNDATION OPERATES STUDENT HOUSING COMPRISING 100 UNITS AND MORE THAN 370 STUDENTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0322900
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0702713
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02566968

Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$93,536,107
Liabilities
$9,862,240
Net assets
$83,673,867
Revenue
$8,013,303
Expenses
$4,592,722
Net income
$3,420,581
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
Peer Organizations

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