Civic Intelligence

Winona County Developmental Achievement Center Inc.

990 • Fiscal year 2016 • EIN 41-0871492

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 23, 2017

Organization ProfileWWW.WINONADAC.ORG

View Organization Page

1721 W Service DrWinona, MN 55987

(507) 452-1798

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.06x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

37th percentile

0.05x

Higher debt load relative to revenue than 37% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

59th percentile

5.4%

Higher net margin than 59% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$70,967

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

67th percentile

7.1%

Faster asset growth than 67% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

66th percentile

10%

Faster revenue growth than 66% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$1,492,518

Up $99,116 (+7.1%) from 2015

Net Assets

Up

$1,401,430

Up $91,032 (+6.9%) from 2015

Liabilities

Up

$91,088

Up $8,084 (+9.7%) from 2015

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin59th percentile

Revenue

Up

$1,691,007

Up $158,326 (+10%) from 2015

Expenses

Up

$1,600,128

Up $164,124 (+11%) from 2015

Net Income

Down

$90,879

Down $5,798 (-6.0%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $673,540Liabilities 2010: $45,622Net Assets 2010: $627,9182010Assets 2011: $722,680Liabilities 2011: $38,840Net Assets 2011: $683,8402011Assets 2012: $840,783Liabilities 2012: $57,029Net Assets 2012: $783,7542012Assets 2013: $948,106Liabilities 2013: $103,929Net Assets 2013: $844,1772013Assets 2014: $1,335,686Liabilities 2014: $121,753Net Assets 2014: $1,213,9332014Assets 2015: $1,393,402Liabilities 2015: $83,004Net Assets 2015: $1,310,3982015Assets 2016: $1,492,518Liabilities 2016: $91,088Net Assets 2016: $1,401,4302016Assets 2017: $1,420,653Liabilities 2017: $87,141Net Assets 2017: $1,333,5122017Assets 2018: $1,303,341Liabilities 2018: $76,552Net Assets 2018: $1,226,7892018Assets 2019: $1,170,419Liabilities 2019: $56,509Net Assets 2019: $1,113,9102019Assets 2020: $1,067,800Liabilities 2020: $343,837Net Assets 2020: $723,9632020Assets 2021: $1,691,040Liabilities 2021: $76,643Net Assets 2021: $1,614,3972021Assets 2022: $1,674,073Liabilities 2022: $70,458Net Assets 2022: $1,603,6152022Assets 2023: $1,930,270Liabilities 2023: $84,167Net Assets 2023: $1,846,1032023Assets 2024: $2,309,229Liabilities 2024: $96,482Net Assets 2024: $2,212,7472024

Highlighted filing

2016

Assets$1,492,518
Liabilities$91,088
Net Assets$1,401,430
Open 2016 Filing

Operations Trend

Revenue Growth66th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,014,3912010Expenses 2011: $1,009,5772011Expenses 2012: $1,042,2432012Revenue 2013: $1,156,665Expenses 2013: $1,096,740Net Income 2013: $59,9252013Revenue 2014: $1,602,245Expenses 2014: $1,232,621Net Income 2014: $369,6242014Revenue 2015: $1,532,681Expenses 2015: $1,436,004Net Income 2015: $96,6772015Revenue 2016: $1,691,007Expenses 2016: $1,600,128Net Income 2016: $90,8792016Revenue 2017: $1,649,977Expenses 2017: $1,718,397Net Income 2017: -$68,4202017Revenue 2018: $1,760,239Expenses 2018: $1,866,691Net Income 2018: -$106,4522018Revenue 2019: $1,682,202Expenses 2019: $1,815,295Net Income 2019: -$133,0932019Revenue 2020: $863,533Expenses 2020: $1,254,133Net Income 2020: -$390,6002020Revenue 2021: $2,278,287Expenses 2021: $1,388,174Net Income 2021: $890,1132021Revenue 2022: $1,474,702Expenses 2022: $1,484,371Net Income 2022: -$9,6692022Revenue 2023: $1,917,027Expenses 2023: $1,675,134Net Income 2023: $241,8932023Revenue 2024: $2,113,680Expenses 2024: $1,747,547Net Income 2024: $366,1332024

Highlighted filing

2016

Revenue$1,691,007
Expenses$1,600,128
Net Income$90,879
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 23, 2017
Return Version
2016v3.0
Gross Receipts
$1,701,373
Mission and Program Overview

Mission

Provide training and habilitation services for developmentally disabled adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$791,936$924,088▲ $132,152
Savings and Temporary Cash Investments$315,782$274,029▼ $41,753
Cash and Non-Interest-Bearing Accounts$161,336$168,423▲ $7,087
Pledges and Grants Receivable$42,825$68,151▲ $25,326
Accounts Receivable$54,328$40,735▼ $13,593
Prepaid Expenses and Deferred Charges$21,937$11,782▼ $10,155
Investments in Publicly Traded Securities$5,258$5,310▲ $52
Total Assets$1,393,402$1,492,518▲ $99,116
Liabilities
Accounts Payable and Accrued Expenses$83,004$91,088▲ $8,084
Total Liabilities$83,004$91,088▲ $8,084
Net Assets / Fund Balance
Unrestricted Net Assets$1,263,995$1,380,350▲ $116,355
Temporarily Rstr Net Assets$46,403$21,080▼ $25,323
Total Net Assets Fund Balance$1,310,398$1,401,430▲ $91,032
Total Liabilities and Net Assets / Fund Balance$1,393,402$1,492,518▲ $99,116

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$552,481$278,094$830,575
Equipment$201,506$256,404$457,910
Leasehold Improvements$160,101$93,317$253,418
Land$10,000-$10,000
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lavern ScharmerExecutive DirectorFT$68,969$1,998$70,967
Lynda TillmanCFOFT$45,299$11,036$56,335

Board Members and Trustees

NameTitle
Paula ZieglerBoard Chair
Charles BonowBoard Member
David MuellerBoard Member
Donna LuehmannBoard Member
Gerald PortmanBoard Member
Jared BonowBoard Member
Jo ThesingBoard Member
Sandra BlankBoard Member
Christina DavenportSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$126,225
Program Service Revenue
$1,566,841
Investment Income
$1,285
Other Revenue
$-3,344
All Other Contributions
$95,057
Change in Net Assets
$90,879

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,691,007
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$7,934
Total Revenue per Audited Statements
$1,698,941
Total Revenue per Form 990
$1,691,007
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,342,922
Other Expenses$257,206
Total Fundraising Expense$6,604
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,003,248-$4,374$1,007,622
Other Employee Benefits$131,363-$540$131,903
Current Officers, Directors, Trustees, and Key Employees$74,908$47,157-$122,065
Depreciation Depletion$72,525$5,893-$78,418
Payroll Taxes$63,069$7,566$335$70,970
Occupancy$34,637$2,743-$37,380
Other Expenses$5,094$5,806$1,355$10,900
Pension Plan Contributions$9,741$621-$10,362
Fees for Services Accounting-$9,825-$9,825
Insurance$7,362$796-$8,158
All Other Expenses$6,284$1,170-$7,454
Conferences and Meetings$4,872$430-$5,302
Advertising$457--$457
Interest$28--$28
Total Functional Expenses$1,510,407$83,117$6,604$1,600,128

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,607,909
Expenses per Audited Statements$1,600,128
Total Expenses per Form 990$1,600,128
Expenses Not Reported on Form 990$7,781
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$7,781
Fundraising Gross Income$4,437
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Casino Night$35,605$4,437$3,986$451
Total Events$35,605$4,437$7,781$-3,344
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
Yes
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 11B

“Board members review and approve the 990 before it is filed with the irs.”

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

“Board members sign a new conflict of interest policy each year so they are current. At board meetings if there is discussion or voting on an issue that may be a conflict for a board member the members are made aware of this and the board member who has the conflict does not participate in the discussion or the voting. If a board member develops a new conflict during the year he/she is obligated to inform the winona county developmental achievement center executive director.”

Form 990, Part VI, Section B, Line 15

“Board members evaluate the executive director by getting input from staff. Other staff are reviewed by the executive director and their direct supervisors. A written evaluation is gone over verbally with the staff member. The board sets up the salary ranges. The executive director decides on individual staff compensation based on the ranges.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Winona County Developmental Achievement
EIN
41-0871492
Phone
5074521798
Address
1721 W SERVICE DR, WINONA, MN 55987

Signing Officer

Name
Lavern Scharmer
Title
Executive Director
Phone
5074521798
Signed
2017-08-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lavern Scharmer
Formed
1963
Legal Domicile
Mn
Voting Board Members
9
Independent Board Members
9
Employees
132
Volunteers
24

Preparer

Firm
Hawkins Ash Cpas Llp
Address
500 S SECOND STREET SUITE 200, LA CROSSE, WI 54601
Preparer
Sandra Jensen
Phone
6087847737
Supplemental Narrative

Additional Explanations

Form 990 Part XI Line 2C

“No the process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Us gaap requires management to evaluate tax positions taken by the center & recognizes a tax libility[asset] if the center has taken an uncertain position that more likely than not would not be sustained upon examination by a taxing authority. Management has analyzed the positions taken by the center, & has concluded that as of 12/31/16 & 12/31/15, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability [or asset] or disclosure in the financial statements. The center is subject to routine audits by taxing jurisdictions: however, there are currently no audits for any tax period in progress. The center will recognize future accrued interest & penalty related to unrecognized tax benefits in income tax expense if incurred.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Cost of special events 7,781.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Costs of special events 7,781.”

Raw XML AppendixShowing 400 of 490 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/NetGainOrLossInvestmentsGrp/ExclusionAmt0415
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0415
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-3344
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-3344
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0153
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02743
IRS990/OccupancyGrp/ProgramServicesAmt034637
IRS990/OccupancyGrp/TotalAmt037380
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0540
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0131363
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0131903
IRS990/OtherExpensesGrp/Desc0TRANSPORTATION
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2REPAIR AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt01355
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0494
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1616
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25806
IRS990/OtherExpensesGrp/ProgramServicesAmt054116
IRS990/OtherExpensesGrp/ProgramServicesAmt130790
IRS990/OtherExpensesGrp/ProgramServicesAmt211913
IRS990/OtherExpensesGrp/ProgramServicesAmt35094
IRS990/OtherExpensesGrp/TotalAmt054610
IRS990/OtherExpensesGrp/TotalAmt132761
IRS990/OtherExpensesGrp/TotalAmt211913
IRS990/OtherExpensesGrp/TotalAmt310900
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04374
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01003248
IRS990/OtherSalariesAndWagesGrp/TotalAmt01007622
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0335
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07566
IRS990/PayrollTaxesGrp/ProgramServicesAmt063069
IRS990/PayrollTaxesGrp/TotalAmt070970
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0621
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt09741
IRS990/PensionPlanContributionsGrp/TotalAmt010362
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt042825
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt068151
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021937
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011782
IRS990/PrincipalOfficerNm0LAVERN SCHARMER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0OTHER GOV'T SUPPORT
IRS990/ProgramServiceRevenueGrp/Desc1CLIENT WAGE REIMBURSEM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01328593
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1236081
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01328593
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1236081
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt050909
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07093
IRS990/PYOtherExpensesAmt0256582
IRS990/PYOtherRevenueAmt0-1328
IRS990/PYProgramServiceRevenueAmt01476007
IRS990/PYRevenuesLessExpensesAmt096677
IRS990/PYSalariesCompEmpBnftPaidAmt01179422
IRS990/PYTotalExpensesAmt01436004
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01532681
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt090879
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01566841
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0315782
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0274029
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0130662
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt055257
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0357757
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt042376
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt047616
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0633668
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0870
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01682
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01725
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01543
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01475
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07295
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt06525525
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98860
IRS990ScheduleA/PublicSupportPY170Pct00.98120
IRS990ScheduleA/PublicSupportTotal170Amt0633668
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0130662
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt055257
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0357757
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt042376
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt047616
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0633668
IRS990ScheduleA/TotalSupportAmt0640963
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0552481
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0278094
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0830575
IRS990ScheduleD/EquipmentGrp/BookValueAmt0201506
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0256404
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0457910
IRS990ScheduleD/ExpensesNotReportedAmt07781
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01600128
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt010000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt010000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0160101
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt093317
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0253418
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0153
IRS990ScheduleD/OtherExpensesIncludedAmt07781
IRS990ScheduleD/OtherRevenueAmt07781
IRS990ScheduleD/RevenueNotReportedAmt07934
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01691007
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0US GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CENTER & RECOGNIZES A TAX LIBILITY[ASSET] IF THE CENTER HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE POSITIONS TAKEN BY THE CENTER, & HAS CONCLUDED THAT AS OF 12/31/16 & 12/31/15, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY [OR ASSET] OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE CENTER IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS: HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. THE CENTER WILL RECOGNIZE FUTURE ACCRUED INTEREST & PENALTY RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IF INCURRED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COST OF SPECIAL EVENTS 7,781.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2COSTS OF SPECIAL EVENTS 7,781.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0924088
IRS990ScheduleD/TotalExpensesPerForm990Amt01600128
IRS990ScheduleD/TotalRevenuePerForm990Amt01691007
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01698941
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01607909
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt031168
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt031168
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07781
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01108
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01108
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CASINO NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02687
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02687
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035605
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035605
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04437
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt04437
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-3344
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03986
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03986
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS REVIEW AND APPROVE THE 990 BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS SIGN A NEW CONFLICT OF INTEREST POLICY EACH YEAR SO THEY ARE CURRENT. AT BOARD MEETINGS IF THERE IS DISCUSSION OR VOTING ON AN ISSUE THAT MAY BE A CONFLICT FOR A BOARD MEMBER THE MEMBERS ARE MADE AWARE OF THIS AND THE BOARD MEMBER WHO HAS THE CONFLICT DOES NOT PARTICIPATE IN THE DISCUSSION OR THE VOTING. IF A BOARD MEMBER DEVELOPS A NEW CONFLICT DURING THE YEAR HE/SHE IS OBLIGATED TO INFORM THE WINONA COUNTY DEVELOPMENTAL ACHIEVEMENT CENTER EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS EVALUATE THE EXECUTIVE DIRECTOR BY GETTING INPUT FROM STAFF. OTHER STAFF ARE REVIEWED BY THE EXECUTIVE DIRECTOR AND THEIR DIRECT SUPERVISORS. A WRITTEN EVALUATION IS GONE OVER VERBALLY WITH THE STAFF MEMBER. THE BOARD SETS UP THE SALARY RANGES. THE EXECUTIVE DIRECTOR DECIDES ON INDIVIDUAL STAFF COMPENSATION BASED ON THE RANGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART XI LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,492,518
Liabilities
$91,088
Net assets
$1,401,430
Revenue
$1,691,007
Expenses
$1,600,128
Net income
$90,879
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.10$2.21$2.11$1.75$0.37
2023Detailed filing. Detailed filing data is available for this year.$1.93$0.08$1.85$1.92$1.68$0.24
2022Detailed filing. Detailed filing data is available for this year.$1.67$0.07$1.60$1.47$1.48$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.69$0.08$1.61$2.28$1.39$0.89
2020Detailed filing. Detailed filing data is available for this year.$1.07$0.34$0.72$0.86$1.25$0.39
2019Detailed filing. Detailed filing data is available for this year.$1.17$0.06$1.11$1.68$1.82$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.30$0.08$1.23$1.76$1.87$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.42$0.09$1.33$1.65$1.72$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.49$0.09$1.40$1.69$1.60$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.39$0.08$1.31$1.53$1.44$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.12$1.21$1.60$1.23$0.37
2013Detailed filing. Detailed filing data is available for this year.$0.95$0.10$0.84$1.16$1.10$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.06$0.78$1.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.04$0.68$1.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.05$0.63$1.01