Civic Intelligence

Winona Community Foundation Inc.

990 • Fiscal year 2014 • EIN 36-3500853

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 13, 2015

51 East 4th St No 314Winona, MN 55987

(507) 454-6511

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.18x

Higher debt load relative to assets than 43% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

79th percentile

1.02x

Higher debt load relative to revenue than 79% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

13th percentile

$49,103

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

35th percentile

-0.0%

Faster asset growth than 35% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

83rd percentile

31%

Faster revenue growth than 83% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Assets

Down

$12,665,758

Down $1,341 (-0.0%) from 2013

Net Assets

Down

$10,414,134

Down $245,466 (-2.3%) from 2013

Liabilities

Up

$2,251,624

Up $244,125 (+12%) from 2013

Revenue

Up

$2,212,729

Up $523,776 (+31%) from 2013

Expenses

Down

$1,499,833

Down $374,579 (-20%) from 2013

Net Income

Up

$712,896

Up $898,355 (+484%) from 2013

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $10,159,094Liabilities 2010: $812,750Net Assets 2010: $9,346,3442010Assets 2011: $9,970,889Liabilities 2011: $1,105,978Net Assets 2011: $8,864,9112011Assets 2012: $11,544,315Liabilities 2012: $1,729,882Net Assets 2012: $9,814,4332012Assets 2013: $12,667,099Liabilities 2013: $2,007,499Net Assets 2013: $10,659,6002013Assets 2014: $12,665,758Liabilities 2014: $2,251,624Net Assets 2014: $10,414,1342014Assets 2015: $12,633,288Liabilities 2015: $2,264,003Net Assets 2015: $10,369,2852015Assets 2016: $13,273,996Liabilities 2016: $2,262,849Net Assets 2016: $11,011,1472016Assets 2017: $14,150,605Liabilities 2017: $2,496,412Net Assets 2017: $11,654,1932017Assets 2018: $12,693,170Liabilities 2018: $2,366,178Net Assets 2018: $10,326,9922018Assets 2019: $15,075,032Liabilities 2019: $2,626,891Net Assets 2019: $12,448,1412019Assets 2020: $16,267,330Liabilities 2020: $3,368,445Net Assets 2020: $12,898,8852020Assets 2021: $18,963,521Liabilities 2021: $4,241,638Net Assets 2021: $14,721,8832021Assets 2022: $14,899,385Liabilities 2022: $3,697,242Net Assets 2022: $11,202,1432022Assets 2023: $17,131,515Liabilities 2023: $4,281,118Net Assets 2023: $12,850,3972023Assets 2024: $16,951,907Liabilities 2024: $3,583,061Net Assets 2024: $13,368,8462024

Highlighted filing

2014

Assets$12,665,758
Liabilities$2,251,624
Net Assets$10,414,134

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,195,3132010Expenses 2011: $1,259,3202011Expenses 2012: $1,206,7692012Revenue 2013: $1,688,953Expenses 2013: $1,874,412Net Income 2013: -$185,4592013Revenue 2014: $2,212,729Expenses 2014: $1,499,833Net Income 2014: $712,8962014Revenue 2015: $2,073,370Expenses 2015: $1,144,741Net Income 2015: $928,6292015Revenue 2016: $1,543,223Expenses 2016: $1,256,820Net Income 2016: $286,4032016Revenue 2017: $1,892,583Expenses 2017: $1,967,481Net Income 2017: -$74,8982017Revenue 2018: $1,883,776Expenses 2018: $1,977,209Net Income 2018: -$93,4332018Revenue 2019: $2,562,416Expenses 2019: $1,786,936Net Income 2019: $775,4802019Revenue 2020: $2,565,851Expenses 2020: $1,936,288Net Income 2020: $629,5632020Revenue 2021: $3,127,557Expenses 2021: $2,208,916Net Income 2021: $918,6412021Revenue 2022: $1,326,891Expenses 2022: $2,622,772Net Income 2022: -$1,295,8812022Revenue 2023: $2,409,348Expenses 2023: $2,400,329Net Income 2023: $9,0192023Revenue 2024: $3,616,365Expenses 2024: $4,787,672Net Income 2024: -$1,171,3072024

Highlighted filing

2014

Revenue$2,212,729
Expenses$1,499,833
Net Income$712,896
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 13, 2015
Return Version
2014v5.0
Gross Receipts
$7,250,571
Mission and Program Overview

Mission

To improve the quality of life in the winona area by educating the public about the practice of philanthropy and its benefits both to donors and to the community, connecting people with charitable intent and resources with organizations and causes that can advance the public good, gathering, preserving, and stewarding philanthropic resources, collaborating with other charitable organizations, serving as a catalyst for selected community initiatives, and making grants to projects and causes that address both the needs and the opportunities present in the community.

To improve the quality of life in the winona area by: educating the public about the practice of philanthrophy and its benefits both to donors and to the community; connecting people with charitable intent and resources with organizations and causes that can advance the public good; gathering, preserving, and stewarding philanthropic resources; collaborating with other charitable organizations; serving as a catalyst for selected community initiatives; and making grants to projects and causes that address both the needs and the opportunities present in the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,027,672$11,004,259▼ $23,413
Investments Other Securities$1,230,794$1,194,825▼ $35,969
Pledges and Grants Receivable$375,773$448,897▲ $73,124
Land, Buildings, and Equipment, Net$11,275$7,015▼ $4,260
Prepaid Expenses and Deferred Charges$5,615$6,079▲ $464
Cash and Non-Interest-Bearing Accounts$15,970$4,683▼ $11,287
Total Assets$12,667,099$12,665,758▼ $1,341
Liabilities
Other Liabilities$1,989,341$2,212,668▲ $223,327
Deferred Revenue$6,545$20,631▲ $14,086
Accounts Payable and Accrued Expenses$11,613$18,325▲ $6,712
Total Liabilities$2,007,499$2,251,624▲ $244,125
Net Assets / Fund Balance
Temporarily Rstr Net Assets$5,361,994$5,252,933▼ $109,061
Unrestricted Net Assets$3,965,778$3,826,813▼ $138,965
Permanently Rstr Net Assets$1,331,828$1,334,388▲ $2,560
Total Net Assets Fund Balance$10,659,600$10,414,134▼ $245,466
Total Liabilities and Net Assets / Fund Balance$12,667,099$12,665,758▼ $1,341

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,015$33,828$40,843
Other Securities$1,194,825--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$2,203,689$2,860▲ $90,666-$2,203,881
2013$1,718,274$296,091▲ $246,944-$2,203,689
2012$1,551,250$3,493▲ $166,662$3,100$1,718,274
2011$1,507,895$25,124▲ $18,731-$1,551,250
2010$1,347,939$4,165▲ $158,479-$1,507,895
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeni ArnoldExecutive DirectorFT$46,875$2,228$49,103

Board Members and Trustees

NameTitle
Judy DavisChair
Sandra BurkePast Board Chair
Shelley MilekVice Chair
Andrea HerczegDirector
Ann LavineDirector
Diane AmundsonDirector
Joan GreshikDirector
Kelley OlsonDirector
Ryan PingDirector
Susan EddyDirector
Tedd MorganDirector
Tom WynnDirector
Vicki DeckerDirector
Fred FletcherSecretary
Garry WattsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$588,234
Program Service Revenue
$60,945
Investment Income
$1,560,922
Other Revenue
$2,628
All Other Contributions
$371,097
Change in Net Assets
$712,896

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded6$48,343Ave Hi/low on Date Gift
Total Noncash Contributions6$48,343-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,212,729
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-958,362
Total Revenue per Audited Statements
$1,254,367
Total Revenue per Form 990
$2,212,729
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$981,027
Other Expenses$405,196
Salaries, Compensation, and Employee Benefits$113,610
Total Fundraising Expense$3,329
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$981,027--$981,027
Current Officers, Directors, Trustees, and Key Employees$9,932$41,661$1,292$52,885
Other Salaries and Wages$4,378$41,707-$46,085
Fees for Service Investment Mgmnt Fees$31,780--$31,780
Fees for Services Accounting-$22,235-$22,235
Payroll Taxes$1,732$10,130$155$12,017
Occupancy$1,507$7,856$159$9,522
Depreciation Depletion$3,502$742$15$4,259
All Other Expenses$405$3,162-$3,567
Insurance$450$2,347$47$2,844
Pension Plan Contributions$313$1,831$28$2,172
Fees for Services Other$17$2,024$2$2,043
Other Expenses$320,399$2,144$1,625$1,625
Office Expenses-$726-$726
Other Employee Benefits$65$380$6$451
Conferences and Meetings-$432-$432
Advertising$128$301-$429
Travel-$169-$169
Total Functional Expenses$1,355,635$140,869$3,329$1,499,833

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,499,833
Total Expenses per Audited Statements$1,499,833
Total Expenses per Form 990$1,499,833
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Winona Family YmcaWinona, MN501(c)(3)General Support and Capital Campaign$197,700
Winona Area Public SchoolsWinona, MNGovernmentTrack & Field Project, General Support$84,491
Great River Shakespeare FestivalWinona, MN501(c)(3)Support for the Performances$68,700
Winona Volunteer ServicesWinona, MN501(c)(3)Emergency Assistance$59,222
Winona State University FoundationWinona, MN501(c)(3)General Support$56,545
Winona State University FoundationWinona, MN501(c)(3)Indoor Climbing Structure$49,640
Winona County Developmental Achievement CenterWinona, MN501(c)(3)General Support & Building Addition$45,950
ST MARY'S CATHOLIC CHURCHWinona, MN501(c)(3)General Support$34,800
Cotter High School and Junior High SchoolWinona, MN501(c)(3)General Support$26,925
Catholic Charities - Winona DioceseWinona, MN501(c)(3)Emergency Assistance$24,712
Bluffview MontessoriWinona, MN501(c)(3)General Support$22,832
WOMEN'S RESOURCE CENTER OF WINONAWinona, MN501(c)(3)Emergency Assistance$22,687
Family and Childrens CenterLacrosse, WI501(c)(3)General Support$22,300
Diocese of WinonaWinona, MN501(c)(3)General Support$22,000
SemcacRushford, MN501(c)(3)Emergency Assistance$19,569
Saint Anne of WinonaWinona, MN501(c)(3)General Support$18,000
Catholic Schools FoundationWinona, MN501(c)(3)General Support$14,700
Hope Lutheran High SchoolWinona, MN501(c)(3)General Support$12,784
American Red Cross-winona County ChapterWinona, MN501(c)(3)Emergency Assistance$12,030
Winona Orc Industries IncWinona, MN501(c)(3)General Support$11,200
Bluff County Family ResourcesHokah, MN501(c)(3)Emergency Assistance$10,720
Winona County Ready Set SchoolWinona, MN501(c)(3)School Supplies for the Underpriviledged & County Fair$10,100
Jesuit Retreat HouseLake Elmo, MN501(c)(3)General Support$10,000
Home & Community OptionsWinona, MN501(c)(3)General Support$9,800
SAINT MARY'S UNIVERSITY OF MINNESOTAWinona, MN501(c)(3)General Support$7,900
Big Brothersbig SistersLacrosse, WI501(c)(3)General Support$7,700
Fergus Falls 544 Education FoundationFergus Falls, MN501(c)(3)General Support$6,900
Hiawatha Valley Mental Health CenterWinona, MN501(c)(3)Ipad Minis and Apps$6,399
Mid West Music FestivalWinona, MN501(c)(3)General Support$6,056
Minnesota Beethoven FestivalWinona, MN501(c)(3)Fine Arts$5,350
Winona Area Public Schools FoundationWinona, MN501(c)(3)General Support$5,200
Blue Earth Community FoundationBlue Earth, MN501(c)(3)General Support$5,000
Pleasant Valley Evangelical Free ChurchWinona, MN501(c)(3)General Support$5,000
Serving Our Neighbors MinistriesHilliard, OH501(c)(3)General Support$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$15,050
Fundraising Gross Income$14,939
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner$26,934$8,033$1,887$6,146
Road Race$177,579$4,758$5,919$-1,161
Total Events$206,661$14,939$15,050$-111
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Funds$2,212,668
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The board of directors reviewed and approved the 990 prior to its filing at their july 2015 meeting

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

Annually every person covered by the policy submits in writing to the executive director a conflict of interest/disclosure statement listing all financial and conflicting interests. The chairperson of the board shall become familiar with all such disclosure statements in case a conflict arises. The vice chair shall be familiar with the disclosure statement filed by the board chair. The interested person shall abstain from voting on any matters that give rise to a potential conflict.

Form 990, Part VI, Section B, Line 15A

A committee of the board of directors performs an annual review of the executive director and reviews compensation.

Form 990, Part VI, Section C, Line 18

Form 990 is available on other websites. Form 1023 and 990 are on file and available for viewing upon request at our business office during normal business hours.

Form 990, Part VI, Section C, Line 19

Documents are on file at our business office and are available for viewing upon request.

Filing and Contact Details

Filer

Filer Name
Winona Community Foundation
EIN
36-3500853
Phone
5074546511
Address
51 EAST 4TH ST NO 314, WINONA, MN 55987

Signing Officer

Name
Shelley Milek
Title
Vice Chair
Phone
5074546511
Signed
2015-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shelley Milek
Formed
1987
Legal Domicile
Mn
Voting Board Members
14
Independent Board Members
13
Employees
2
Volunteers
300

Preparer

Firm
Russell & Associates LLC
Address
111 RIVERFRONT SUITE 401, WINONA, MN 55987
Preparer
Lynda S Rickoff
Phone
5074523100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in value of split-interest agreements 96,352.

Form 990 Part XI Line 2C

The finance/audit committee meets with the auditor after completion of the audit. The committee reviews and recommends approval of the audit to the board of directors. The board of directors approves the selection of the auditor and the final audited financial statements. This process has not changed from the prior year.

Financial Statement Notes

PART V, LINE 4:

Income from endowment funds are to be used for donor-designated purposes or for charitable purposes as determined by the board of directors when there is no donor restriction.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in value of split interest agreements 96,352.

Raw XML AppendixShowing 400 of 937 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/ActivityOrMissionDesc0TO IMPROVE THE QUALITY OF LIFE IN THE WINONA AREA BY: EDUCATING THE PUBLIC ABOUT THE PRACTICE OF PHILANTHROPHY AND ITS BENEFITS BOTH TO DONORS AND TO THE COMMUNITY; CONNECTING PEOPLE WITH CHARITABLE INTENT AND RESOURCES WITH ORGANIZATIONS AND CAUSES THAT CAN ADVANCE THE PUBLIC GOOD; GATHERING, PRESERVING, AND STEWARDING PHILANTHROPIC RESOURCES; COLLABORATING WITH OTHER CHARITABLE ORGANIZATIONS; SERVING AS A CATALYST FOR SELECTED COMMUNITY INITIATIVES; AND MAKING GRANTS TO PROJECTS AND CAUSES THAT ADDRESS BOTH THE NEEDS AND THE OPPORTUNITIES PRESENT IN THE COMMUNITY.
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IRS990/Desc0CONNECTING DONORS WITH CHARITABLE NEEDS THROUGH DILIGENT STEWARDING OF DONATIONS, WINONA COMMUNITY FOUNDATION CONTINUED TO FOSTER ITS MISSION IN 2014 WITH OVER 300 GRANTS DISBURSED. THE FOUNDATION CONTINUES TO GROW ITS CAPACITY TO NOT ONLY MANAGE AND ADMINISTER CHARITABLE DOLLARS, BUT ALSO PARTNER FUTURE GIFTS WITH NEW IDENTIFIED NEEDS, AS WELL AS BETTER ADVOCATE AND FACILITATE COMMUNITY CONVERSATIONS ON SUCH NEEDS TO ENSURE THE MOST IMPACT IN THE USE OF THESE CHARITABLE GIFTS.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/PersonNm1JUDY DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm2SUSAN EDDY
IRS990/Form990PartVIISectionAGrp/PersonNm3ANN LAVINE
IRS990/Form990PartVIISectionAGrp/PersonNm4DIANE AMUNDSON
IRS990/Form990PartVIISectionAGrp/PersonNm5ANDREA HERCZEG
IRS990/Form990PartVIISectionAGrp/PersonNm6KELLEY OLSON
IRS990/Form990PartVIISectionAGrp/PersonNm7GARRY WATTS
IRS990/Form990PartVIISectionAGrp/PersonNm8TOM WYNN
IRS990/Form990PartVIISectionAGrp/PersonNm9SHELLEY MILEK
IRS990/Form990PartVIISectionAGrp/PersonNm10TEDD MORGAN
IRS990/Form990PartVIISectionAGrp/PersonNm11JOAN GRESHIK
IRS990/Form990PartVIISectionAGrp/PersonNm12VICKI DECKER
IRS990/Form990PartVIISectionAGrp/PersonNm13FRED FLETCHER
IRS990/Form990PartVIISectionAGrp/PersonNm14JENI ARNOLD
IRS990/Form990PartVIISectionAGrp/PersonNm15SANDRA BURKE
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
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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/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15PAST BOARD CHAIR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
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IRS990/GrantsToOrganizationsInd01
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IRS990/GrossReceiptsAmt07250571
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentAuditFinclStmtInd01
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentInJointVentureInd00
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01194825
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011027672
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011004259
IRS990/IRPDocumentCnt027
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt011275
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07015
IRS990/LandBldgEquipCostOrOtherBssAmt040843
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05022792
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO IMPROVE THE QUALITY OF LIFE IN THE WINONA AREA BY: EDUCATING THE PUBLIC ABOUT THE PRACTICE OF PHILANTHROPHY AND ITS BENEFITS BOTH TO DONORS AND TO THE COMMUNITY; CONNECTING PEOPLE WITH CHARITABLE INTENT AND RESOURCES WITH ORGANIZATIONS AND CAUSES THAT CAN ADVANCE THE PUBLIC GOOD; GATHERING, PRESERVING, AND STEWARDING PHILANTHROPIC RESOURCES; COLLABORATING WITH OTHER CHARITABLE ORGANIZATIONS; SERVING AS A CATALYST FOR SELECTED COMMUNITY INITIATIVES; AND MAKING GRANTS TO PROJECTS AND CAUSES THAT ADDRESS BOTH THE NEEDS AND THE OPPORTUNITIES PRESENT IN THE COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010659600
IRS990/NetAssetsOrFundBalancesEOYAmt010414134
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01340541
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01340541
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-111
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-111
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NoncashContributionsAmt048342
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IRS990/OccupancyGrp/ManagementAndGeneralAmt07856
IRS990/OccupancyGrp/ProgramServicesAmt01507
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IRS990/OfficeExpensesGrp/TotalAmt0726
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt096352
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt06
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0380
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt065
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0451
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP DUES
IRS990/OtherExpensesGrp/Desc2PRINTING & PUBLICATIONS
IRS990/OtherExpensesGrp/Desc3INDIRECT COST OF SPECIA
IRS990/OtherExpensesGrp/FundraisingAmt01625
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03022
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12144
IRS990/OtherExpensesGrp/ProgramServicesAmt0320399
IRS990/OtherExpensesGrp/TotalAmt0320399
IRS990/OtherExpensesGrp/TotalAmt13022
IRS990/OtherExpensesGrp/TotalAmt22144
IRS990/OtherExpensesGrp/TotalAmt31625
IRS990/OtherLiabilitiesGrp/BOYAmt01989341
IRS990/OtherLiabilitiesGrp/EOYAmt02212668
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt041707
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IRS990/OtherSalariesAndWagesGrp/TotalAmt046085
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0155
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010130
IRS990/PayrollTaxesGrp/ProgramServicesAmt01732
IRS990/PayrollTaxesGrp/TotalAmt012017
IRS990/PensionPlanContributionsGrp/FundraisingAmt028
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01831
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IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01331828
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01334388
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0375773
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0448897
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05615
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06079
IRS990/PrincipalOfficerNm0SHELLEY MILEK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0711130
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IRS990/ProgramServiceRevenueGrp/Desc0MUSIC FESTIVAL
IRS990/ProgramServiceRevenueGrp/Desc1FILM FESTIVAL
IRS990/ProgramServiceRevenueGrp/Desc2ART TOUR
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt033406
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt120094
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt033406
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt120094
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt27445
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYInvestmentIncomeAmt0128290
IRS990/PYOtherExpensesAmt0443711
IRS990/PYOtherRevenueAmt014996
IRS990/PYProgramServiceRevenueAmt049966
IRS990/PYRevenuesLessExpensesAmt0-185459
IRS990/PYSalariesCompEmpBnftPaidAmt0101281
IRS990/PYTotalExpensesAmt01874412
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01688953
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0712896
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt063684
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0588234
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01495701
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01249191
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0536605
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0419922
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04289653
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0220381
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt065048
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0171749
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0246663
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0222996
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0926837
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0320470
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02739
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt04217
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt013131
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0680
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt03220
IRS990ScheduleA/OtherIncome170Grp/TotalAmt023987
IRS990ScheduleA/PublicSupportCY170Pct00.72200
IRS990ScheduleA/PublicSupportPY170Pct00.62940
IRS990ScheduleA/PublicSupportTotal170Amt03791533
IRS990ScheduleA/SubstantialContributorsTotAmt0498120
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0588234
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01495701

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.0$3.58$13.4$3.62$4.79$1.17
2023Detailed filing. Detailed filing data is available for this year.$17.1$4.28$12.9$2.41$2.40$0.01
2022Detailed filing. Detailed filing data is available for this year.$14.9$3.70$11.2$1.33$2.62$1.30
2021Detailed filing. Detailed filing data is available for this year.$19.0$4.24$14.7$3.13$2.21$0.92
2020Detailed filing. Detailed filing data is available for this year.$16.3$3.37$12.9$2.57$1.94$0.63
2019Detailed filing. Detailed filing data is available for this year.$15.1$2.63$12.4$2.56$1.79$0.78
2018Detailed filing. Detailed filing data is available for this year.$12.7$2.37$10.3$1.88$1.98$0.09
2017Detailed filing. Detailed filing data is available for this year.$14.2$2.50$11.7$1.89$1.97$0.07
2016Detailed filing. Detailed filing data is available for this year.$13.3$2.26$11.0$1.54$1.26$0.29
2015Detailed filing. Detailed filing data is available for this year.$12.6$2.26$10.4$2.07$1.14$0.93
2014Detailed filing. Detailed filing data is available for this year.$12.7$2.25$10.4$2.21$1.50$0.71
2013Detailed filing. Detailed filing data is available for this year.$12.7$2.01$10.7$1.69$1.87$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$1.73$9.81$1.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.97$1.11$8.86$1.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.81$9.35$1.20
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $10M-$25M nonprofits