Civic Intelligence

Catholic Schools Foundation of Winona Mn Inc

990 • Fiscal year 2015 • EIN 41-1564670

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 25, 2015

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.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

48th percentile

0.17x

Higher debt load relative to revenue than 48% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

93rd percentile

58%

Higher net margin than 93% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

37th percentile

-1.8%

Faster asset growth than 37% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

94th percentile

96%

Faster revenue growth than 94% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$6,055,940

Down $109,146 (-1.8%) from 2014

Net Assets

Down

$5,948,740

Down $95,885 (-1.6%) from 2014

Liabilities

Down

$107,200

Down $13,261 (-11%) from 2014

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin93rd percentile

Revenue

Up

$629,795

Up $307,711 (+96%) from 2014

Expenses

Down

$261,953

Down $66,995 (-20%) from 2014

Net Income

Up

$367,842

Up $374,706 (+5459%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2015

Assets$6,055,940
Liabilities$107,200
Net Assets$5,948,740
Open 2015 Filing

Operations Trend

Revenue Growth94th 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

2015

Revenue$629,795
Expenses$261,953
Net Income$367,842
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 25, 2015
Return Version
2014v5.0
Gross Receipts
$2,169,278
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$4,861,779$4,850,103▼ $11,676
Investments Other Securities$1,151,211$1,123,397▼ $27,814
Savings and Temporary Cash Investments$106,451$42,696▼ $63,755
Accounts Receivable$650$2,100▲ $1,450
Cash and Non-Interest-Bearing Accounts$2,221$1,027▼ $1,194
Total Assets$6,165,086$6,055,940▼ $109,146
Other Assets Total$42,774$36,617▼ $6,157
Liabilities
Grants Payable$119,311$98,032▼ $21,279
Accounts Payable and Accrued Expenses$1,150$9,168▲ $8,018
Total Liabilities$120,461$107,200▼ $13,261
Net Assets / Fund Balance
Permanently Rstr Net Assets$5,199,498$5,273,008▲ $73,510
Temporarily Rstr Net Assets$843,943$681,972▼ $161,971
Unrestricted Net Assets$1,184$-6,240▼ $7,424
Total Net Assets Fund Balance$6,044,625$5,948,740▼ $95,885
Total Liabilities and Net Assets / Fund Balance$6,165,086$6,055,940▼ $109,146

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$312,293--
Closely Held Equity Interests$500,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$6,043,441$70,928▲ $89,743$56,210$5,954,880
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
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Jamie HansenPresident
Carol EhlingerVice President
Barb PozancTrustee
Dan ArnoldTrustee
Maureen SpeltzTrustee
Msgr Rick CollettiTrustee
Msgr Thomas HargesheimerTrustee
Paul MorganTrustee
Rev Jim BerningTrustee
Sandi BlankTrustee
Ted Biesanz JrTrustee
Ted ReillyTrustee
Tim DaltonTrustee
Amanda WeifenbachSecretary
Sue SavatTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$70,928
Program Service Revenue
$0
Investment Income
$553,470
Other Revenue
$5,397
All Other Contributions
$64,057
Change in Net Assets
$367,842

Audited Revenue Reconciliation

Revenue per Audited Statements
$629,795
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-463,727
Total Revenue per Audited Statements
$166,068
Total Revenue per Form 990
$629,795
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$198,033
Other Expenses$63,920
Total Fundraising Expense$8,065
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$198,033--$198,033
Fees for Services Other$20,760$6,920$6,920$34,600
Fees for Service Investment Mgmnt Fees-$22,747-$22,747
Fees for Services Accounting-$4,700-$4,700
Office Expenses-$87$417$504
Information Technology-$315-$315
Other Expenses-$25$728$25
Total Functional Expenses$218,793$35,095$8,065$261,953

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$261,953
Total Expenses per Audited Statements$261,953
Total Expenses per Form 990$261,953
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Winona Area Catholic SchoolsWinona, MN501(c)(3)General Support of Area Catholic Schools$104,293
Cotter High School and Junior High SchoolWinona, MN501(c)(3)General Support of Area Catholic Schools$93,740
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$14,634
Fundraising Direct Expenses$9,237
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner$21,505$14,634$296$14,338
Total Events$21,505$14,634$9,237$5,397
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 october 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

Filer Name
Catholic Schools Foundation of Winona Mn Inc
EIN
41-1564670
Phone
5074535000
Address
1115 W BROADWAY, WINONA, MN 55987

Signing Officer

Name
Sue Savat
Title
Treasurer
Phone
5074535000
Signed
2015-09-25
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

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 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 706.”

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 706.”

Raw XML AppendixShowing 400 of 532 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/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDENT
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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01151211
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01123397
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04861779
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04850103
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01530246
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/NetAssetsOrFundBalancesBOYAmt06044625
IRS990/NetAssetsOrFundBalancesEOYAmt05948740
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0334795
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0334795
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt05397
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt05397
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-464433
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt010288
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0417
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt087
IRS990/OfficeExpensesGrp/TotalAmt0504
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt042774
IRS990/OtherAssetsTotalGrp/EOYAmt036617
IRS990/OtherChangesInNetAssetsAmt0706
IRS990/OtherExpensesGrp/Desc0PRINTING
IRS990/OtherExpensesGrp/Desc1MN FILING FEES
IRS990/OtherExpensesGrp/FundraisingAmt0728
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0301
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt125
IRS990/OtherExpensesGrp/TotalAmt01029
IRS990/OtherExpensesGrp/TotalAmt125
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05199498
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05273008
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SUE SAVAT
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt082118
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0259311
IRS990/PYInvestmentIncomeAmt0235755
IRS990/PYOtherExpensesAmt069637
IRS990/PYOtherRevenueAmt04211
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-6864
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0328948
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0322084
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0367842
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0106451
IRS990/SavingsAndTempCashInvstGrp/EOYAmt042696
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/SupportedOrganizationsCnt02
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/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt093740
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1104293
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COTTER HIGH SCHOOL & JUNIOR HIGH SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1WINONA AREA CATHOLIC SCHOOLS DIOCESE OF WINONA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0198033
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/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt0500000
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06043441
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt070928
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05954880
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0193022
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt089743
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt056210
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05571425
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt082118
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06043441
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0259311
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0722528
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt073319
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05270285
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt036475
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05571425
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0219403
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0536910
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt052842
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05288190
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0175750
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05270285
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0215110
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt095382
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt073927
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04461702
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0282369
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05288190
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0121766
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0725410
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt059525
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0261953
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-464433
IRS990ScheduleD/OtherRevenueAmt0706
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0311104
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1312293
IRS990ScheduleD/OtherSecuritiesGrp/Desc06400 POWERSHARES BUYBACK ACHIEVERS
IRS990ScheduleD/OtherSecuritiesGrp/Desc118523 SEI INSTL MGD US VOLATILITY FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.88550
IRS990ScheduleD/RevenueNotReportedAmt0-463727
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0629795
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PROCEEDS ARE USED TO SUPPORT THE WINONA AREA CATHOLIC SCHOOLS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN CSV LIFE INSURANCE 706.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.11450
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01123397
IRS990ScheduleD/TotalExpensesPerForm990Amt0261953

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,055,940
Liabilities
$107,200
Net assets
$5,948,740
Revenue
$629,795
Expenses
$261,953
Net income
$367,842
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