Civic Intelligence

Catholic Schools Foundation of Winona Mn Inc

990 • Fiscal year 2014 • EIN 41-1564670

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 21, 2014

Organization ProfileWWW.CSFWINONA.ORG
1115 W BroadwayWinona, MN 55987

(507) 453-5000

Siviq Scores

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

Liabilities / Assets

20th percentile

0.02x

Higher debt load relative to assets than 20% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

65th percentile

0.37x

Higher debt load relative to revenue than 65% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

30th percentile

-2.1%

Higher net margin than 30% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

68th percentile

8.7%

Faster asset growth than 68% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

18th percentile

-10.0%

Faster revenue growth than 18% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$6,165,086

Up $492,895 (+8.7%) from 2013

Net Assets

Up

$6,044,625

Up $479,909 (+8.6%) from 2013

Liabilities

Up

$120,461

Up $12,986 (+12%) from 2013

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin30th percentile

Revenue

Down

$322,084

Down $35,735 (-10.0%) from 2013

Expenses

Up

$328,948

Up $44,535 (+16%) from 2013

Net Income

Down

-$6,864

Down $80,270 (-109%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,311,029Liabilities 2011: $30,744Net Assets 2011: $5,280,2852011Assets 2012: $5,340,650Liabilities 2012: $69,077Net Assets 2012: $5,271,5732012Assets 2013: $5,672,191Liabilities 2013: $107,475Net Assets 2013: $5,564,7162013Assets 2014: $6,165,086Liabilities 2014: $120,461Net Assets 2014: $6,044,6252014Assets 2015: $6,055,940Liabilities 2015: $107,200Net Assets 2015: $5,948,7402015Assets 2016: $5,938,270Liabilities 2016: $176,033Net Assets 2016: $5,762,2372016Assets 2017: $6,081,382Liabilities 2017: $107,883Net Assets 2017: $5,973,4992017Assets 2018: $6,221,659Liabilities 2018: $127,151Net Assets 2018: $6,094,5082018Assets 2019: $6,258,844Liabilities 2019: $148,796Net Assets 2019: $6,110,0482019Assets 2020: $6,455,816Liabilities 2020: $256,637Net Assets 2020: $6,199,1792020Assets 2021: $7,671,654Liabilities 2021: $286,266Net Assets 2021: $7,385,3882021Assets 2022: $6,197,238Liabilities 2022: $77,035Net Assets 2022: $6,120,2032022Assets 2023: $6,830,658Liabilities 2023: $6,830,658Net Assets 2023: $02023

Highlighted filing

2014

Assets$6,165,086
Liabilities$120,461
Net Assets$6,044,625
Open 2014 Filing

Operations Trend

Revenue Growth18th percentile

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

$10M$5.0M$0-$5.0M-$10MExpenses 2011: $185,5102011Expenses 2012: $278,4852012Revenue 2013: $357,819Expenses 2013: $284,413Net Income 2013: $73,4062013Revenue 2014: $322,084Expenses 2014: $328,948Net Income 2014: -$6,8642014Revenue 2015: $629,795Expenses 2015: $261,953Net Income 2015: $367,8422015Revenue 2016: $332,736Expenses 2016: $250,835Net Income 2016: $81,9012016Revenue 2017: $321,876Expenses 2017: $258,345Net Income 2017: $63,5312017Revenue 2018: $584,814Expenses 2018: $297,820Net Income 2018: $286,9942018Revenue 2019: $150,749Expenses 2019: $275,332Net Income 2019: -$124,5832019Revenue 2020: $477,565Expenses 2020: $275,671Net Income 2020: $201,8942020Revenue 2021: $1,660,390Expenses 2021: $403,643Net Income 2021: $1,256,7472021Revenue 2022: $61,379Expenses 2022: $232,629Net Income 2022: -$171,2502022Revenue 2023: -$131,692Expenses 2023: $7,026,030Net Income 2023: -$7,157,7222023

Highlighted filing

2014

Revenue$322,084
Expenses$328,948
Net Income-$6,864
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 21, 2014
Return Version
2013v3.0
Gross Receipts
$1,258,980
Mission and Program Overview

Mission

To provide financial assistance and tuition aid, and to promote catholic elementary and secondary education in the winona, mn area

To provide financial assistance to and promote catholic education elementary and secondary education in the winona minnesota area

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,439,266$4,861,779▲ $422,513
Investments Other Securities$967,644$1,151,211▲ $183,567
Savings and Temporary Cash Investments$254,495$106,451▼ $148,044
Cash and Non-Interest-Bearing Accounts$1,040$2,221▲ $1,181
Accounts Receivable$320$650▲ $330
Total Assets$5,672,191$6,165,086▲ $492,895
Other Assets Total$9,426$42,774▲ $33,348
Liabilities
Grants Payable$99,404$119,311▲ $19,907
Accounts Payable and Accrued Expenses$8,071$1,150▼ $6,921
Total Liabilities$107,475$120,461▲ $12,986
Net Assets / Fund Balance
Permanently Rstr Net Assets$5,052,091$5,199,498▲ $147,407
Temporarily Rstr Net Assets$519,334$843,943▲ $324,609
Unrestricted Net Assets$-6,709$1,184▲ $7,893
Total Net Assets Fund Balance$5,564,716$6,044,625▲ $479,909
Total Liabilities and Net Assets / Fund Balance$5,672,191$6,165,086▲ $492,895

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$325,764--
Closely Held Equity Interests$500,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$5,571,425$82,118▲ $722,528$73,319$6,043,441
2013$5,270,285$36,475▲ $536,910$52,842$5,571,425
2012$5,288,190$175,750▲ $95,382$73,927$5,270,285
2011$4,461,702$282,369▲ $725,410$59,525$5,288,190
2010$3,963,746$70,220▲ $577,465$49,729$4,461,702
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Tim DaltonPresident
Ted Biesanz JrVice President
Barb PozancTrustee
Carol EhlingerTrustee
Jamie HansenTrustee
Matt SlaggieTrustee
Msgr Rick CollettiTrustee
Msgr Thomas HargesheimerTrustee
Paul MorganTrustee
Rev Jim BerningTrustee
Rita MillerTrustee
Ted ReillyTrustee
Tim KwosekTrustee
Amanda WeifenbachSecretary
Sue SavatTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$82,118
Program Service Revenue
$0
Investment Income
$235,755
Other Revenue
$4,211
All Other Contributions
$79,593
Change in Net Assets
$-6,864

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$28,344Cash Surrender Value
Total Noncash Contributions1$28,344-

Audited Revenue Reconciliation

Revenue per Audited Statements
$322,084
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$486,773
Total Revenue per Audited Statements
$808,857
Total Revenue per Form 990
$322,084
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$259,311
Other Expenses$69,637
Total Fundraising Expense$10,846
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$259,311--$259,311
Fees for Services Other$20,760$6,920$6,920$34,600
Fees for Service Investment Mgmnt Fees-$22,253-$22,253
Fees for Services Accounting-$4,603-$4,603
Office Expenses-$635$581$1,216
Conferences and Meetings-$630-$630
Information Technology-$239-$239
Other Expenses-$25$3,345$25
Total Functional Expenses$280,071$38,031$10,846$328,948

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$328,948
Total Expenses per Audited Statements$328,948
Total Expenses per Form 990$328,948
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
41-1559427-501(c)(3)General Support of Area Catholic Schools$135,617
41-1653997-501(c)(3)General Support of Area Catholic Schools$123,694
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,960
Fundraising Direct Expenses$6,749
Professional Fundraising Fees$0
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
No
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 reviews and approves the 990 at its august board meeting prior to its filing.”

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

“Annually all officers and directors sign a statement regarding any conflicts or potential conflicts that may arise”

Form 990, Part VI, Section C, Line 19

“Available upon request at the cotter high school business office during normal business hours”

Filing and Contact Details

Filer

EIN
41-1564670
Phone
5074535000

Signing Officer

Name
Sue Savat
Title
Treasurer
Phone
5074535000
Signed
2014-08-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sue Savat
Formed
1986
Legal Domicile
Mn
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
25

Preparer

Preparer
Lynda S Rickoff
Phone
5074523100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Development office: program service expenses 20,760. Management and general expenses 6,920. Fundraising expenses 6,920. Total expenses 34,600.”

FORM 990, PART XI, LINE 9:

“Change in csv life insurance 4,931.”

Part XII Line 2C

“The board of trustees acts as the audit committee. The board approves the selection of the auditor and approves the audited financial statements. This process has not changed since the prior year.”

Financial Statement Notes

PART V, LINE 4:

“Proceeds are used to support the winona area catholic schools”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in csv life insurance 4,931.”

Raw XML AppendixShowing 400 of 514 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/InvestmentsOtherSecuritiesGrp/EOYAmt01151211
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04439266
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04861779
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0930147
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE FINANCIAL ASSISTANCE AND TUITION AID, AND TO PROMOTE CATHOLIC ELEMENTARY AND SECONDARY EDUCATION IN THE WINONA, MN AREA
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05564716
IRS990/NetAssetsOrFundBalancesEOYAmt06044625
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt090466
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt090466
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt04211
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt04211
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0481842
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt05236
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0581
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0635
IRS990/OfficeExpensesGrp/TotalAmt01216
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09426
IRS990/OtherAssetsTotalGrp/EOYAmt042774
IRS990/OtherChangesInNetAssetsAmt04931
IRS990/OtherExpensesGrp/Desc0PRINTING
IRS990/OtherExpensesGrp/Desc1MN FILING FEES
IRS990/OtherExpensesGrp/FundraisingAmt03345
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02726
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt125
IRS990/OtherExpensesGrp/TotalAmt06071
IRS990/OtherExpensesGrp/TotalAmt125
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05052091
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05199498
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SUE SAVAT
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt042475
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0219403
IRS990/PYInvestmentIncomeAmt0317173
IRS990/PYOtherExpensesAmt065010
IRS990/PYOtherRevenueAmt0-1829
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt073406
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0284413
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0357819
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-6864
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0254495
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0106451
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0411653997
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1411559427
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0501(C)(3)
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc1501(C)(3)
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0123694
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1135617
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10COTTER HIGH SCHOOL & JUNIOR HIGH SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine11WINONA AREA CATHOLIC SCHOOLS DIOCESE OF WINONA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd11
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0259311
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/CloselyHeldEquityInterestsGrp/BookValueAmt0500000
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05571425
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt082118
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06043441
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0259311
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0722528
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt073319
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05270285
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt036475
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05571425
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0219403
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0536910
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt052842
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05288190
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0175750
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05270285
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0215110
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt095382
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt073927
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04461702
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0282369
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05288190
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0121766
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0725410
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt059525
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03963746
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt070220
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04461702
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0100000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0577465
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt049729
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0328948
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0481842
IRS990ScheduleD/OtherRevenueAmt04931
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0325447
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1325764
IRS990ScheduleD/OtherSecuritiesGrp/Desc030864 SH SEI DAILY INCOME SHORT-DUR GOVT
IRS990ScheduleD/OtherSecuritiesGrp/Desc130964 VANGUARD S/T BOND INDEX SIG
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.86000
IRS990ScheduleD/RevenueNotReportedAmt0486773
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0322084
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PROCEEDS ARE USED TO SUPPORT THE WINONA AREA CATHOLIC SCHOOLS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN CSV LIFE INSURANCE 4,931.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.14000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01151211
IRS990ScheduleD/TotalExpensesPerForm990Amt0328948
IRS990ScheduleD/TotalRevenuePerForm990Amt0322084
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0808857
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0328948
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0135617
IRS990ScheduleI/RecipientTable/CashGrantAmt1123694
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT OF AREA CATHOLIC SCHOOLS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT OF AREA CATHOLIC SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10WINONA AREA CATHOLIC SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11COTTER HIGH SCHOOL AND JUNIOR HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0411559427

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,165,086
Liabilities
$120,461
Net assets
$6,044,625
Revenue
$322,084
Expenses
$328,948
Net income
-$6,864
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$6.83$6.83$0.00$0.13$7.03$7.16
2022Detailed filing. Detailed filing data is available for this year.$6.20$0.08$6.12$0.06$0.23$0.17
2021Detailed filing. Detailed filing data is available for this year.$7.67$0.29$7.39$1.66$0.40$1.26
2020Summary only. Only limited summary data is available for this year.$6.46$0.26$6.20$0.48$0.28$0.20
2019Detailed filing. Detailed filing data is available for this year.$6.26$0.15$6.11$0.15$0.28$0.12
2018Detailed filing. Detailed filing data is available for this year.$6.22$0.13$6.09$0.58$0.30$0.29
2017Detailed filing. Detailed filing data is available for this year.$6.08$0.11$5.97$0.32$0.26$0.06
2016Detailed filing. Detailed filing data is available for this year.$5.94$0.18$5.76$0.33$0.25$0.08
2015Detailed filing. Detailed filing data is available for this year.$6.06$0.11$5.95$0.63$0.26$0.37
2014Detailed filing. Detailed filing data is available for this year.$6.17$0.12$6.04$0.32$0.33$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.67$0.11$5.56$0.36$0.28$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.34$0.07$5.27$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.31$0.03$5.28$0.19