Civic Intelligence

Catholic Schools Foundation of Winona Mn Inc

990 • Fiscal year 2017 • EIN 41-1564670

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 29, 2017

Organization ProfileWWW.CSFWINONA.ORG
1115 W Broadway StreetWinona, MN 55987

(507) 453-5000

Siviq Scores

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

Liabilities / Assets

21st percentile

0.02x

Higher debt load relative to assets than 21% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.34x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

78th percentile

20%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

45th percentile

2.4%

Faster asset growth than 45% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

27th percentile

-3.3%

Faster revenue growth than 27% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$6,081,382

Up $143,112 (+2.4%) from 2016

Net Assets

Up

$5,973,499

Up $211,262 (+3.7%) from 2016

Liabilities

Down

$107,883

Down $68,150 (-39%) from 2016

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin78th percentile

Revenue

Down

$321,876

Down $10,860 (-3.3%) from 2016

Expenses

Up

$258,345

Up $7,510 (+3.0%) from 2016

Net Income

Down

$63,531

Down $18,370 (-22%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2017

Assets$6,081,382
Liabilities$107,883
Net Assets$5,973,499
Open 2017 Filing

Operations Trend

Revenue Growth27th 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

2017

Revenue$321,876
Expenses$258,345
Net Income$63,531
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 29, 2017
Return Version
2016v3.0
Gross Receipts
$1,348,365
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$4,933,923$4,557,961▼ $375,962
Investments Other Securities$500,000$1,457,358▲ $957,358
Savings and Temporary Cash Investments$451,282$21,695▼ $429,587
Accounts Receivable$13,913$2,900▼ $11,013
Cash and Non-Interest-Bearing Accounts$953$1,581▲ $628
Total Assets$5,938,270$6,081,382▲ $143,112
Other Assets Total$38,199$39,887▲ $1,688
Liabilities
Grants Payable$175,435$107,697▼ $67,738
Accounts Payable and Accrued Expenses$598$186▼ $412
Total Liabilities$176,033$107,883▼ $68,150
Net Assets / Fund Balance
Permanently Rstr Net Assets$5,307,618$5,402,875▲ $95,257
Temporarily Rstr Net Assets$452,263$566,327▲ $114,064
Unrestricted Net Assets$2,356$4,297▲ $1,941
Total Net Assets Fund Balance$5,762,237$5,973,499▲ $211,262
Total Liabilities and Net Assets / Fund Balance$5,938,270$6,081,382▲ $143,112

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$318,637--
Closely Held Equity Interests$500,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$5,759,881$59,816▲ $405,056$47,854$5,969,202
2016$5,954,880$40,041▲ $21,093$80,798$5,759,881
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
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Ted Biesanz JrPresident
Carol EhlingerVice President
Barb PozancTrustee
Dan ArnoldTrustee
Jake BiesanzTrustee
Msgr Thomas HargesheimerTrustee
Paul MorganTrustee
Rev Jim BerningTrustee
Rev Mark McneaTrustee
Sandi BlankTrustee
Ted ReillyTrustee
Will GibsonTrustee
Maureen SpeltzSecretary
Jayne MeierTreasurer
Sue SavatTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$66,916
Program Service Revenue
$0
Investment Income
$257,325
Other Revenue
$-2,365
All Other Contributions
$55,491
Change in Net Assets
$63,531

Audited Revenue Reconciliation

Revenue per Audited Statements
$321,876
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$147,731
Total Revenue per Audited Statements
$469,607
Total Revenue per Form 990
$321,876
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$207,697
Other Expenses$50,648
Total Fundraising Expense$4,458
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$207,697--$207,697
Fees for Service Investment Mgmnt Fees-$22,558-$22,558
Fees for Services Other$15,000$3,000$2,000$20,000
Fees for Services Accounting-$5,145-$5,145
Office Expenses-$19$365$384
Information Technology-$239-$239
Other Expenses-$25$2,093$25
Total Functional Expenses$222,697$31,190$4,458$258,345

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$258,345
Total Expenses per Audited Statements$258,345
Total Expenses per Form 990$258,345
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$116,828
Cotter High School and Junior High SchoolWinona, MN501(c)(3)General Support of Area Catholic Schools$90,869
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$7,665
Fundraising Gross Income$5,300
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner$16,725$5,300$166$5,134
Total Events$16,725$5,300$7,665$-2,365
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 11B

“The board of trustees 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
EIN
41-1564670
Phone
5074535000
Address
1115 W BROADWAY STREET, WINONA, MN 55987

Signing Officer

Name
Sue Savat
Title
Treasurer
Phone
5074535000
Signed
2017-09-29
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 XI, LINE 9:

“Change in csv life insurance 1,221.”

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 1,221.”

Raw XML AppendixShowing 400 of 541 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.

Path#Value
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01018824
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/NetAssetsOrFundBalancesBOYAmt05762237
IRS990/NetAssetsOrFundBalancesEOYAmt05973499
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0124252
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0124252
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-2365
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-2365
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0146510
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0365
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019
IRS990/OfficeExpensesGrp/TotalAmt0384
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt038199
IRS990/OtherAssetsTotalGrp/EOYAmt039887
IRS990/OtherChangesInNetAssetsAmt01221
IRS990/OtherExpensesGrp/Desc0PRINTING
IRS990/OtherExpensesGrp/Desc1MN FILING FEES
IRS990/OtherExpensesGrp/FundraisingAmt02093
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0204
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt125
IRS990/OtherExpensesGrp/TotalAmt02297
IRS990/OtherExpensesGrp/TotalAmt125
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05307618
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05402875
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SUE SAVAT
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt046641
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0175435
IRS990/PYInvestmentIncomeAmt0289497
IRS990/PYOtherExpensesAmt075400
IRS990/PYOtherRevenueAmt0-3402
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt081901
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0250835
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0332736
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt063531
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0451282
IRS990/SavingsAndTempCashInvstGrp/EOYAmt021695
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/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0411653997
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1411559427
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt090869
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1116828
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COTTER HIGH SCHOOL & JUNIOR HIGH SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1WINONA AREA CATHOLIC SCHOOLS DIOCESE OF WINONA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0207697
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/BeginningYearBalanceAmt05759881
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt059816
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05969202
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0207697
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0405056
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt047854
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05954880
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt040041
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05759881
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0175435
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt021093
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt080798
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06043441
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt070928
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05954880
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0193022
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt089743
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt056210
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05571425
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt082118
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06043441
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0259311
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0722528
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt073319
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05270285
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt036475
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05571425
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0219403
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0536910
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt052842
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0258345
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0146510
IRS990ScheduleD/OtherRevenueAmt01221
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0331927
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1306794
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2318637
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SEI INSTL MGD US VOLATILITY FUND 72
IRS990ScheduleD/OtherSecuritiesGrp/Desc1361 DOMESTIC LNG/DHRT EQ I
IRS990ScheduleD/OtherSecuritiesGrp/Desc2361 GLOBAL LNG/SHRT EQ I
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.90500
IRS990ScheduleD/RevenueNotReportedAmt0147731
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0321876
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PROCEEDS ARE USED TO SUPPORT THE WINONA AREA CATHOLIC SCHOOLS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN CSV LIFE INSURANCE 1,221.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.09500
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01457358

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,081,382
Liabilities
$107,883
Net assets
$5,973,499
Revenue
$321,876
Expenses
$258,345
Net income
$63,531
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