Western Fraternal Life Association Education & Charitable Foundation

990EZ • Fiscal year 2013 • EIN 33-1129068

Jan 01, 2013 to Dec 31, 2013 • Filed on May 14, 2014

Organization Profile

1900 First Avenue NE52402

(319) 363-2653

Siviq Scores

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

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

25%

Higher net margin than 81% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

1.3%

Faster asset growth than 49% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

-52%

Faster revenue growth than 8% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

$410,074

Up $5,228 (+1.3%) from 2012

Net Assets

$410,074

Up $5,228 (+1.3%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin81st percentile

Revenue

Down

$20,728

Down $22,286 (-52%) from 2012

Expenses

Down

$15,500

Down $800 (-4.9%) from 2012

Net Income

Down

$5,228

Down $21,486 (-80%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

Highlighted filing

2013

Assets$410,074

Liabilities$0

Net Assets$410,074

Open 2013 Filing

Operations Trend

Revenue Growth8th percentile

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

Highlighted filing

2013

Revenue$20,728

Expenses$15,500

Net Income$5,228

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: May 14, 2014
Return Version: 2013v3.0
Gross Receipts: $24,635

Mission and Program Overview

Mission

Exclusively for charitable and educational purposes.

Program Services

Description	Grants	Expenses
Scholarship Programs: The foundation was able to give 20 scholarships. One scloarship was through a grant from the Lutheran Community Foundation and the other scholarships were from interest earned on monies that have been donated and fundraisers.	$15,500	$15,500

Compensation and Service Providers

Top Officer Pay73rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Craig Van Dyke	Board Member	-	$0	-	-
Dan Stursa	Board Member	-	$0	-	-
Howard J Wolfe	Board Member	-	$0	-	-
Edward J Fornusek	Board Member	-	$0	-	-
Jack Minder	Board Member	-	$0	-	-

Filing and Contact Details

Filer

EIN: 33-1129068
Phone: 3193632653

Signing Officer

Name: Jack Minder
Title: Trustee
Phone: 3193632653
Signed: 2014-05-14

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Scholarship Programs: The foundation was able to provide scholarships to 20 individuals ranging from $300 to $1,000. One scholarship was partially through a grant from the Luthern Community Foundation and the other scholarships were from donated money and fundraisers.”

Raw XML Appendix186 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/PersonNm	0	Craig Van Dyke
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	Edward J Fornusek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	Jack Minder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Board Member
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	Board Member
IRS990EZ/OperateHospitalInd	0	0
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IRS990EZ/OrganizationDissolvedEtcInd	0	0
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	0
IRS990EZ/OtherRevenueTotalAmt	0	0
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	Exclusively for charitable and educational purposes.
IRS990EZ/PrintingPublicationsPostageAmt	0	0
IRS990EZ/ProgramServiceRevenueAmt	0	0
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	15500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	15500
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	0
IRS990EZ/SaleOfAssetsGrossAmt	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
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IRS990EZ/SpecialEventsNetIncomeLossAmt	0	0
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	15500
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IRS990EZ/TotalRevenueAmt	0	20728
IRS990EZ/TransactionWithControlEntInd	0	0
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationTrustInd	0	X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	16315
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	33434
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	66376
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	19427
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	146979
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt	0	0
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt	0	8320
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt	0	0
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Scholarship Programs: The foundation was able to provide scholarships to 20 individuals ranging from $300 to $1,000. One scholarship was partially through a grant from the Luthern Community Foundation and the other scholarships were from donated money and fundraisers.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part I, Line 10
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Jack Minder
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3193632653
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	WESTERN FRATERNAL LIFE ASSOCIATION EDUCATION & CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	WEST
ReturnHeader/Filer/EIN	0	331129068
ReturnHeader/Filer/PhoneNum	0	3193632653
ReturnHeader/Filer/USAddress/AddressLine1	0	1900 First Avenue NE
ReturnHeader/Filer/USAddress/City	0	Cedar Rapids
ReturnHeader/Filer/USAddress/State	0	IA
ReturnHeader/Filer/USAddress/ZIPCode	0	52402
ReturnHeader/ReturnTs	0	2014-05-14T11:54:17-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $410,074
Liabilities: $0
Net assets: $410,074
Revenue: $20,728
Expenses: $15,500
Net income: $5,228

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.52	$0.00	$1.52	$0.25	$3.62	$3.37
2021Detailed filing. Detailed filing data is available for this year.	$4.88	$0.00	$4.88	$0.08	$0.08	$0.00
2020Detailed filing. Detailed filing data is available for this year.	$4.89	$0.00	$4.89	$0.16	$0.15	$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.87	$0.00	$4.87	$0.22	$0.14	$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.79	$0.00	$4.79	$0.24	$0.11	$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.66	$0.00	$4.66	$0.33	$0.12	$0.22
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.44	$0.00	$4.44	$0.23	$0.10	$0.13
2015Detailed filing. Detailed filing data is available for this year.	$4.31	$0.00	$4.31	$0.30	$0.12	$0.18
2014Detailed filing. Detailed filing data is available for this year.	$4.13	$0.00	$4.13	$0.18	$0.14	$0.03
2013Detailed filing. Detailed filing data is available for this year.	$4.10	$0.00	$4.10	$0.21	$0.16	$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$4.05	$0.00	$4.05	$0.43	$0.16	$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$3.78	$0.00	$3.78	$0.56	$0.15	$0.41
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.37	$0.00	$3.37	$0.30	$0.15	$0.16