Civic Intelligence

Winneshiek Energy District

990EZ • Fiscal year 2018 • EIN 27-1525603

Jan 01, 2018 to Dec 31, 2018 • Filed on May 17, 2019

PO Box 14Decorah, IA 52101

(563) 382-4207

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.20x

Higher debt load relative to assets than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

78th percentile

0.05x

Higher debt load relative to revenue than 78% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

14th percentile

-25%

Higher net margin than 14% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

10th percentile

-45%

Faster asset growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-43%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$45,105

Down $37,193 (-45%) from 2017

Net Assets

Down

$36,170

Down $42,471 (-54%) from 2017

Liabilities

Up

$8,935

Up $5,278 (+144%) from 2017

Revenue

Down

$167,229

Down $128,445 (-43%) from 2017

Expenses

Down

$209,700

Down $62,317 (-23%) from 2017

Net Income

Down

-$42,471

Down $66,128 (-280%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $98,411Liabilities 2011: $65,227Net Assets 2011: $33,1842011Assets 2012: $65,965Liabilities 2012: $23,358Net Assets 2012: $42,6072012Assets 2013: $38,634Liabilities 2013: $2,235Net Assets 2013: $36,3992013Assets 2014: $23,744Liabilities 2014: $3,121Net Assets 2014: $20,6232014Assets 2015: $56,514Liabilities 2015: $12,598Net Assets 2015: $43,9162015Assets 2016: $77,148Liabilities 2016: $22,164Net Assets 2016: $54,9842016Assets 2017: $82,298Liabilities 2017: $3,657Net Assets 2017: $78,6412017Assets 2018: $45,105Liabilities 2018: $8,935Net Assets 2018: $36,1702018Assets 2019: $87,730Liabilities 2019: $4,640Net Assets 2019: $83,0902019Assets 2020: $115,379Liabilities 2020: $18,639Net Assets 2020: $96,7402020Assets 2021: $180,858Liabilities 2021: $19,112Net Assets 2021: $161,7462021Assets 2022: $208,819Liabilities 2022: $26,379Net Assets 2022: $182,4402022Assets 2023: $288,754Liabilities 2023: $10,117Net Assets 2023: $278,6372023Assets 2024: $299,944Liabilities 2024: $20,812Net Assets 2024: $279,1322024

Highlighted filing

2018

Assets$45,105
Liabilities$8,935
Net Assets$36,170

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $261,7592011Expenses 2012: $387,3472012Revenue 2013: $166,157Expenses 2013: $172,365Net Income 2013: -$6,2082013Revenue 2014: $73,117Expenses 2014: $88,893Net Income 2014: -$15,7762014Revenue 2015: $203,623Expenses 2015: $180,330Net Income 2015: $23,2932015Revenue 2016: $236,896Expenses 2016: $225,828Net Income 2016: $11,0682016Revenue 2017: $295,674Expenses 2017: $272,017Net Income 2017: $23,6572017Revenue 2018: $167,229Expenses 2018: $209,700Net Income 2018: -$42,4712018Revenue 2019: $308,069Expenses 2019: $260,203Net Income 2019: $47,8662019Revenue 2020: $315,024Expenses 2020: $301,374Net Income 2020: $13,6502020Revenue 2021: $327,220Expenses 2021: $262,217Net Income 2021: $65,0032021Revenue 2022: $263,950Expenses 2022: $243,256Net Income 2022: $20,6942022Revenue 2023: $330,328Expenses 2023: $234,131Net Income 2023: $96,1972023Revenue 2024: $195,192Expenses 2024: $194,697Net Income 2024: $4952024

Highlighted filing

2018

Revenue$167,229
Expenses$209,700
Net Income-$42,471
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 17, 2019
Return Version
2018v3.1
Gross Receipts
$175,255
Mission and Program Overview

Mission

To promote economic health and sustainable development in winneshiek county through reducing energy costs and promoting local energy sources and related economic activity.to work towards a more sustainable society in winneshiek county and its communities.

Program Services

DescriptionGrantsExpenses
REDUCING THE ECOLOGICAL AND CLIMATE IMPACTS ON ENERGY USE WITHIN WINNESHIEK COUNTY.$159,794-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM MARTIN-SCHRAMMDirector-$0--
BARBARA MASSMANSecretary-$0--
LARRY GRIMSTADTreasurer-$0--
WENDY STEVENSMember-$0--
DAVID CARLSONMember-$0--
KEVIN SANDDirector-$0--
LYLE LUZUMPresident-$0--
KYRA BELLRICHARDMember-$0--
Filing and Contact Details

Filer

Filer Name
Winneshiek Energy District
EIN
27-1525603
Phone
5633824207
Address
PO BOX 14, DECORAH, IA 52101

Signing Officer

Name
Lyle Luzum
Title
President
Signed
2019-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Wilmarth Et Al
Address
212 WINNEBAGO ST, DECORAH, IA 52101-0450
Preparer
Daniel L Fretheim
Phone
5633822959
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $3092

Other Expenses.1002

Office Expenses $20

Other Expenses.1003

Information Technology $588

Other Expenses.1005

Travel $1222

Other Expenses.1007

Conferences, Conventions, and Meetings $300

Other Expenses.1008

Interest $7

Other Expenses.1009

Depreciation $717

Other Expenses.1012

Insurance $2248

Other Expenses.1

HOST SITE MATCH $12500

Other Expenses.2

WEBSITE MAINT. $4642

Other Expenses.3

TELEPHONE $1336

Other Expenses.4

OFFICE SUPPLIES $1006

Other Expenses.6

Educational material $367

Other Expenses.7

Membership dues/subs $327

Other Expenses.8

BANK FEES $252

Other Expenses.9

HAND TOOLS $222

Other Expenses.10

MAINT. SUPPLIES $104

Other Expenses.11

BAD DEBT $5

Other Assets.1001

Automobiles - Beginning $250 Automobiles - Ending $0

Other Assets.1003

Machinery and Equipment - Beginning $859 Machinery and Equipment - Ending $392

Other Assets.1005

Accounts Receivable - Beginning $31221 Accounts Receivable - Ending $3202

Other Assets.1010

Inventories - Beginning $3160 Inventories - Ending $3768

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $3657 Accounts Payable and Accrued Expenses - Ending $8935

Raw XML Appendix239 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WENDY STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID CARLSON
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IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE ECONOMIC HEALTH AND SUSTAINABLE DEVELOPMENT IN WINNESHIEK COUNTY THROUGH REDUCING ENERGY COSTS AND PROMOTING LOCAL ENERGY SOURCES AND RELATED ECONOMIC ACTIVITY.TO WORK TOWARDS A MORE SUSTAINABLE SOCIETY IN WINNESHIEK COUNTY AND ITS COMMUNITIES.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0209700
IRS990EZ/TotalProgramServiceExpensesAmt0159794
IRS990EZ/TotalRevenueAmt0167229
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ENERGYDISTRICT.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0158337
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0306442
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0250682
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0217128
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt073140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01005729
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03177
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt018950
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt024458
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt01030187
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01030187
IRS990ScheduleC/AvgGrassrootsLobbyingExpendGrp/CurrentYearAmt01020
IRS990ScheduleC/AvgGrassrootsLobbyingExpendGrp/TotalAmt01020
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearAmt010485
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IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearAmt07508
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt07508
IRS990ScheduleC/CorrectionMadeInd0false
IRS990ScheduleC/Form4720FiledInd0false
IRS990ScheduleC/Form4720FiledSection4955TaxInd0false
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IRS990ScheduleC/LobbyingCeilingAmt062910
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IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt06488
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0209700
IRS990ScheduleC/TotalGrassrootsLobbyingGrp/FilingOrganizationsTotalAmt01020
IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt07508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $3092
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $588
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $1222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conferences, Conventions, and Meetings $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Interest $7
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Depreciation $717
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Insurance $2248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8HOST SITE MATCH $12500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9WEBSITE MAINT. $4642
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TELEPHONE $1336
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11OFFICE SUPPLIES $1006
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12EDUCATIONAL MATERIAL $367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13MEMBERSHIP DUES/SUBS $327
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14BANK FEES $252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15HAND TOOLS $222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16MAINT. SUPPLIES $104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17BAD DEBT $5
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Automobiles - Beginning $250 Automobiles - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Machinery and Equipment - Beginning $859 Machinery and Equipment - Ending $392
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Accounts Receivable - Beginning $31221 Accounts Receivable - Ending $3202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Inventories - Beginning $3160 Inventories - Ending $3768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Accounts Payable and Accrued Expenses - Beginning $3657 Accounts Payable and Accrued Expenses - Ending $8935
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Assets.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Assets.1010
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Total Liabilities.1001
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYLE LUZUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINNESHIEK ENERGY DISTRICT
ReturnHeader/Filer/BusinessNameControlTxt0WINN
ReturnHeader/Filer/EIN0271525603
ReturnHeader/Filer/PhoneNum05633824207
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 14
ReturnHeader/Filer/USAddress/CityNm0DECORAH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421221779
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON WILMARTH ET AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0212 WINNEBAGO ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DECORAH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0521010450
ReturnHeader/PreparerPersonGrp/PhoneNum05633822959
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL L FRETHEIM
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-17T08:12:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.21$2.79$1.95$1.95$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.10$2.79$3.30$2.34$0.96
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.26$1.82$2.64$2.43$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.19$1.62$3.27$2.62$0.65
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.19$0.97$3.15$3.01$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.05$0.83$3.08$2.60$0.48
2018Detailed filing. Detailed filing data is available for this year.$0.45$0.09$0.36$1.67$2.10$0.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.04$0.79$2.96$2.72$0.24
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.22$0.55$2.37$2.26$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.13$0.44$2.04$1.80$0.23
2014Detailed filing. Detailed filing data is available for this year.$0.24$0.03$0.21$0.73$0.89$0.16
2013Detailed filing. Detailed filing data is available for this year.$0.39$0.02$0.36$1.66$1.72$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.23$0.43$3.87
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.65$0.33$2.62