Civic Intelligence

Winona Education Association

990 • Fiscal year 2017 • EIN 23-7125410

Sep 01, 2016 to Aug 31, 2017 • Filed on Nov 28, 2017

Organization ProfileWINONAEA.LOCALS.EDUCATIONMINNESOTA.ORG
1201 Gilmore Avenue PO Box 905Winona, MN 55987

(507) 313-8885

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.00x

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

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Net Margin

53rd percentile

5.5%

Higher net margin than 53% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

75th percentile

$9,000

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

56th percentile

5.5%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

42nd percentile

-0.7%

Faster revenue growth than 42% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$249,936

Up $13,103 (+5.5%) from 2016

Net Assets

Up

$249,936

Up $13,103 (+5.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin53rd percentile

Revenue

Down

$238,140

Down $1,628 (-0.7%) from 2016

Expenses

Up

$225,037

Up $142 (+0.1%) from 2016

Net Income

Down

$13,103

Down $1,770 (-12%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$300K$200K$100K$0Assets 2010: $191,219Liabilities 2010: $0Net Assets 2010: $191,2192010Assets 2012: $170,605Liabilities 2012: $0Net Assets 2012: $170,6052012Assets 2013: $186,561Liabilities 2013: $0Net Assets 2013: $186,5612013Assets 2014: $204,347Liabilities 2014: $0Net Assets 2014: $204,3472014Assets 2015: $221,960Liabilities 2015: $0Net Assets 2015: $221,9602015Assets 2016: $236,833Liabilities 2016: $0Net Assets 2016: $236,8332016Assets 2017: $249,936Liabilities 2017: $0Net Assets 2017: $249,9362017Assets 2018: $255,218Liabilities 2018: $0Net Assets 2018: $255,2182018Assets 2019: $261,442Liabilities 2019: $0Net Assets 2019: $261,4422019Assets 2021: $268,626Liabilities 2021: $0Net Assets 2021: $268,6262021Assets 2022: $267,937Liabilities 2022: $0Net Assets 2022: $267,9372022Assets 2023: $262,096Liabilities 2023: $0Net Assets 2023: $262,0962023Assets 2024: $249,980Liabilities 2024: $0Net Assets 2024: $249,9802024

Highlighted filing

2017

Assets$249,936
Liabilities$0
Net Assets$249,936
Open 2017 Filing

Operations Trend

Revenue Growth42nd percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $215,962Expenses 2010: $198,916Net Income 2010: $17,0462010Expenses 2012: $222,9242012Expenses 2013: $224,3622013Revenue 2014: $233,594Expenses 2014: $215,808Net Income 2014: $17,7862014Revenue 2015: $238,388Expenses 2015: $220,775Net Income 2015: $17,6132015Revenue 2016: $239,768Expenses 2016: $224,895Net Income 2016: $14,8732016Revenue 2017: $238,140Expenses 2017: $225,037Net Income 2017: $13,1032017Revenue 2018: $233,861Expenses 2018: $228,579Net Income 2018: $5,2822018Revenue 2019: $231,326Expenses 2019: $225,102Net Income 2019: $6,2242019Revenue 2021: $218,406Expenses 2021: $221,437Net Income 2021: -$3,0312021Revenue 2022: $224,698Expenses 2022: $225,387Net Income 2022: -$6892022Revenue 2023: $227,196Expenses 2023: $233,037Net Income 2023: -$5,8412023Revenue 2024: $221,862Expenses 2024: $233,978Net Income 2024: -$12,1162024

Highlighted filing

2017

Revenue$238,140
Expenses$225,037
Net Income$13,103
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Nov 28, 2017
Return Version
2016v3.0
Gross Receipts
$238,140
Mission and Program Overview

Mission

Negotiate teacher contract, represent and promote teacher rights and promote leadership roles

To represent teachers in contract negotiations with the local school district

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$163,566$176,272▲ $12,706
Savings and Temporary Cash Investments$73,267$73,664▲ $397
Total Assets$236,833$249,936▲ $13,103
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$236,833$249,936▲ $13,103
Total Net Assets Fund Balance$236,833$249,936▲ $13,103
Total Liabilities and Net Assets / Fund Balance$236,833$249,936▲ $13,103
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Rod SchwartzPresidentPT$9,000$9,000
Scott HalversonVice President-$2,500$2,500
Elizabeth BoettcherTreasurer-$2,000$2,000
Luke MerchlewitzDirector-$1,700$1,700
Elizabeth HallSecretary-$1,050$1,050
Dheadra WangSecretary-$750$750
Katy SmithDirector-$700$700
Mike RiemerDirector-$200$200
Susie FoxDirector-$200$200
Revenue and Support

Revenue Composition

Contributions and Grants
$2,182
Program Service Revenue
$235,218
Investment Income
$397
Other Revenue
$343
All Other Contributions
$2,182
Change in Net Assets
$13,103
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$206,187
Salaries, Compensation, and Employee Benefits$18,100
Grants and Similar Amounts Paid$750
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$187,352
Current Officers, Directors, Trustees, and Key Employees---$18,100
Fees for Services Other---$4,749
Travel---$3,993
Occupancy---$3,352
Conferences and Meetings---$1,804
Fees for Services Accounting---$659
Grants to Domestic Individuals---$500
Advertising---$486
Other Expenses---$478
Insurance---$477
Grants to Domestic Orgs---$250
Office Expenses---$188
All Other Expenses---$160
Total Functional Expenses$0$0$0$225,037
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“There is only one class of membership. The members elect the governing board every two years at the annual meeting.”

Form 990, Part VI, Section A, Line 7A

“The board of directors and officers are elected by the general membership every two years at the annual meeting.”

Form 990, Part VI, Section A, Line 7B

“The general membership approves significant decisions of the governing body including the union contract.”

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

“The board of directors reviews and approves the form 990 prior to its filing.”

Form 990, Part VI, Section C, Line 18

“Form 990 and form 1024 are avaialable upon request at our business office during normal business hours.”

Form 990, Part VI, Section C, Line 19

“The organization's articles of incorporation and bylaws are available upon request at our business office during normal business hours.”

Filing and Contact Details

Filer

Filer Name
Winona Education Association
EIN
23-7125410
Phone
5073138885
Address
1201 GILMORE AVENUE PO BOX 905, WINONA, MN 55987

Signing Officer

Name
Elizabeth Boettcher
Title
Treasurer
Phone
5073138885
Signed
2017-11-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Halverson
Legal Domicile
Mn
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
10

Preparer

Firm
Russell & Associates LLC
Address
111 RIVERFRONT SUITE 401, WINONA, MN 55987
Preparer
Lynda S Rickoff
Phone
5074523100
Raw XML Appendix323 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS ONLY ONE CLASS OF MEMBERSHIP. THE MEMBERS ELECT THE GOVERNING BOARD EVERY TWO YEARS AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS AND OFFICERS ARE ELECTED BY THE GENERAL MEMBERSHIP EVERY TWO YEARS AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GENERAL MEMBERSHIP APPROVES SIGNIFICANT DECISIONS OF THE GOVERNING BODY INCLUDING THE UNION CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE FORM 990 PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 AND FORM 1024 ARE AVAIALABLE UPON REQUEST AT OUR BUSINESS OFFICE DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS ARE AVAILABLE UPON REQUEST AT OUR BUSINESS OFFICE DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH BOETTCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05073138885
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINONA EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WINO
ReturnHeader/Filer/EIN0237125410
ReturnHeader/Filer/PhoneNum05073138885
ReturnHeader/Filer/USAddress/AddressLine1Txt01201 GILMORE AVENUE PO BOX 905
ReturnHeader/Filer/USAddress/CityNm0WINONA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055987
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId039FB9C3EEE3D548F6B20F0D7EA92C932BC66201F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F16C111AD4BB5CB53BC23E5599C24B5A4A01BC76
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.151.161.134
ReturnHeader/FilingSecurityInformation/IPDt02017-11-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:30:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0710959317
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUSSELL & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 RIVERFRONT SUITE 401
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINONA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055987
ReturnHeader/PreparerPersonGrp/PhoneNum05074523100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNDA S RICKOFF
ReturnHeader/ReturnTs02017-12-14T08:38:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$249,936
Liabilities
$0
Net assets
$249,936
Revenue
$238,140
Expenses
$225,037
Net income
$13,103
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$2.22$2.34$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$2.27$2.33$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$0.00$2.68$2.25$2.25$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$2.18$2.21$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$2.31$2.25$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$2.34$2.29$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$2.38$2.25$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$2.40$2.25$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$2.38$2.21$0.18
2014Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$2.34$2.16$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.00$1.87$2.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$0.00$1.71$2.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.00$1.91$2.16$1.99$0.17