Civic Intelligence

Catholic Schools Foundation of Winona Mn Inc

990 • Fiscal year 2021 • EIN 41-1564670

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 06, 2021

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

32nd percentile

0.04x

Higher debt load relative to assets than 32% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

52nd percentile

0.17x

Higher debt load relative to revenue than 52% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

95th percentile

76%

Higher net margin than 95% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

68th percentile

19%

Faster asset growth than 68% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

248%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$7,671,654

Up $1,215,838 (+19%) from 2020

Net Assets

Up

$7,385,388

Up $1,186,209 (+19%) from 2020

Liabilities

Up

$286,266

Up $29,629 (+12%) from 2020

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin95th percentile

Revenue

Up

$1,660,390

Up $1,182,825 (+248%) from 2020

Expenses

Up

$403,643

Up $127,972 (+46%) from 2020

Net Income

Up

$1,256,747

Up $1,054,853 (+522%) from 2020

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

2021

Assets$7,671,654
Liabilities$286,266
Net Assets$7,385,388
Open 2021 Filing

Operations Trend

Revenue Growth95th 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

2021

Revenue$1,660,390
Expenses$403,643
Net Income$1,256,747
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 6, 2021
Return Version
2020v4.1
Gross Receipts
$6,895,158
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$6,265,657$7,552,235▲ $1,286,578
Savings and Temporary Cash Investments$143,023$63,874▼ $79,149
Cash and Non-Interest-Bearing Accounts$5$1,180▲ $1,175
Total Assets$6,455,816$7,671,654▲ $1,215,838
Other Assets Total$47,131$54,365▲ $7,234
Liabilities
Grants Payable$256,457$285,766▲ $29,309
Accounts Payable and Accrued Expenses$180$500▲ $320
Total Liabilities$256,637$286,266▲ $29,629
Net Assets / Fund Balance
Net Assets With Donor Restrictions$6,199,004$7,384,707▲ $1,185,703
Net Assets Without Donor Restrictions$175$681▲ $506
Total Net Assets Fund Balance$6,199,179$7,385,388▲ $1,186,209
Total Liabilities and Net Assets / Fund Balance$6,455,816$7,671,654▲ $1,215,838

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$6,199,004$32,085▲ $1,581,596$42,212$7,384,707
2020$6,109,998$24,038▲ $340,764$18,015$6,199,004
2019$6,091,287$41,354▲ $249,631$23,598$6,109,998
2018$5,969,202$40,617▲ $375,088$46,549$6,091,287
2017$5,759,881$59,816▲ $405,056$47,854$5,969,202
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Mike HansenPresident
Paul MorganVice President
Don EvansonTrustee
Rev Michael CroninTrustee
Sr Judith SchaeferTrustee
Maureen SpeltzSecretary
Sue SavatTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$32,085
Program Service Revenue
$0
Investment Income
$1,628,305
Other Revenue
$0
All Other Contributions
$32,085
Change in Net Assets
$1,256,747

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,636,559
Revenue Not Reported on Financial Statements
$23,831
Revenue Not Reported on Form 990
$-46,708
Other Revenue Adjustments
$1
Total Revenue per Audited Statements
$1,589,851
Total Revenue per Form 990
$1,660,390
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$385,766
Other Expenses$17,877
Total Fundraising Expense$1,200
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$385,766--$385,766
Fees for Services Other-$10,800$1,200$12,000
Fees for Services Accounting-$5,779-$5,779
Office Expenses-$73-$73
Other Expenses-$25-$25
Total Functional Expenses$385,766$16,677$1,200$403,643

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$403,643
Total Expenses per Audited Statements$403,643
Total Expenses per Form 990$403,643
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cotter High School and Junior High SchoolWinona, MN501(c)(3)General Support of Area Catholic Schools$226,063
Winona Area Catholic SchoolsWinona, MN501(c)(3)General Support of Area Catholic Schools$159,703
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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 A, Line 4

“In april 2020, the foundation approved the amendment of its by-laws to reduce the number of required board members from 16 to 7 with an effective date of july 1, 2020.”

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 of Winona
EIN
41-1564670
Phone
5074535000
Address
1115 W BROADWAY STREET, WINONA, MN 55987

Signing Officer

Name
Sue Savat
Title
Treasurer
Phone
5074535000
Signed
2021-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sue Savat
Formed
1986
Legal Domicile
Mn
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
15

Preparer

Firm
Russell & Associates LLC
Address
111 RIVERFRONT SUITE 401, WINONA, MN 55987
Preparer
Cindy Brown
Phone
5074523100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in csv life insurance 1,738.”

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 1,738.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“ROUNDING 1.”

Raw XML AppendixShowing 400 of 443 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0180
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0500
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE FINANCIAL ASSISTANCE TO AND PROMOTE CATHOLIC EDUCATION ELEMENTARY AND SECONDARY EDUCATION IN THE WINONA MINNESOTA AREA
IRS990/AllOtherContributionsAmt032085
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum05074535000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01115 W BROADWAY STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0WINONA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055987
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt05
IRS990/CashNonInterestBearingGrp/EOYAmt01180
IRS990/ChangeToOrgDocumentsInd01
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt032085
IRS990/CYGrantsAndSimilarPaidAmt0385766
IRS990/CYInvestmentIncomeAmt01628305
IRS990/CYOtherExpensesAmt017877
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01256747
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0403643
IRS990/CYTotalFundraisingExpenseAmt01200
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01660390
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FOUNDATION INVESTS CONTRIBUTIONS RECEIVED FROM THE GENERAL PUBLIC AND DISTRIBUTES THE EARNINGS TO WINONA AREA CATHOLIC SCHOOLS AND COTTER SCHOOLS
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt06199004
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt07384707
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0385766
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05779
IRS990/FeesForServicesAccountingGrp/TotalAmt05779
IRS990/FeesForServicesOtherGrp/FundraisingAmt01200
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt010800
IRS990/FeesForServicesOtherGrp/TotalAmt012000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.15
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0MIKE HANSEN
IRS990/Form990PartVIISectionAGrp/PersonNm1PAUL MORGAN
IRS990/Form990PartVIISectionAGrp/PersonNm2SUE SAVAT
IRS990/Form990PartVIISectionAGrp/PersonNm3MAUREEN SPELTZ
IRS990/Form990PartVIISectionAGrp/PersonNm4DON EVANSON
IRS990/Form990PartVIISectionAGrp/PersonNm5SR JUDITH SCHAEFER
IRS990/Form990PartVIISectionAGrp/PersonNm6REV MICHAEL CRONIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01472561
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt0385766
IRS990/GrantsPayableGrp/BOYAmt0256457
IRS990/GrantsPayableGrp/EOYAmt0285766
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0385766
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0385766
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06707329
IRS990/GrossReceiptsAmt06895158
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentExpenseAmt0-23830
IRS990/InvestmentIncomeGrp/ExclusionAmt0155744
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0155744
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06265657
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07552235
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05234768
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/NetAssetsOrFundBalancesBOYAmt06199179
IRS990/NetAssetsOrFundBalancesEOYAmt07385388
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01472561
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01472561
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-48446
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0175
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0681
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt012000
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt073
IRS990/OfficeExpensesGrp/TotalAmt073
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt047131
IRS990/OtherAssetsTotalGrp/EOYAmt054365
IRS990/OtherChangesInNetAssetsAmt01738
IRS990/OtherExpensesGrp/Desc0MN FILING FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt025
IRS990/OtherExpensesGrp/TotalAmt025
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SUE SAVAT
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt024038
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0257781
IRS990/PYInvestmentIncomeAmt0453527
IRS990/PYOtherExpensesAmt017890
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0201894
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0275671
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0477565
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01256747
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0143023
IRS990/SavingsAndTempCashInvstGrp/EOYAmt063874
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/SupportAmt0226063
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1159703
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COTTER HIGH SCHOOL & JUNIOR HIGH SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1WINONA AREA CATHOLIC SCHOOLS DIOCESE OF WINONA-ROCHESTER
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0385766
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/CYEndwmtFundGrp/BeginningYearBalanceAmt06199004
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt032085
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07384707
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0385766
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01581596
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt042212
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06109998
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt024038
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06199004
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0257781
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0340764
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt018015
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06091287
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt041354
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06109998
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0248676
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0249631
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt023598
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05969202
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt040617
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06091287
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0247071
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0375088
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt046549
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05759881
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt059816
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05969202
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0207697
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0405056
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt047854
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0403643
IRS990ScheduleD/InvestmentExpensesNotIncldAmt023830
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-48446
IRS990ScheduleD/OtherRevenueAmt01738
IRS990ScheduleD/OtherRevenuesNotIncludedAmt01
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.78300
IRS990ScheduleD/RevenueNotReportedAmt0-46708
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt023831
IRS990ScheduleD/RevenueSubtotalAmt01636559
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PROCEEDS ARE USED TO SUPPORT THE WINONA AREA CATHOLIC SCHOOLS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN CSV LIFE INSURANCE 1,738.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ROUNDING 1.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.21700
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0403643
IRS990ScheduleD/TotalRevenuePerForm990Amt01660390
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01589851
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0403643
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0159703
IRS990ScheduleI/RecipientTable/CashGrantAmt1226063
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/BusinessNameLine1Txt0WINONA AREA CATHOLIC SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1COTTER HIGH SCHOOL AND JUNIOR HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0411559427
IRS990ScheduleI/RecipientTable/RecipientEIN1411653997
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0360 MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11115 W BROADWAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WINONA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WINONA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd055987
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd155987
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IN APRIL 2020, THE FOUNDATION APPROVED THE AMENDMENT OF ITS BY-LAWS TO REDUCE THE NUMBER OF REQUIRED BOARD MEMBERS FROM 16 TO 7 WITH AN EFFECTIVE DATE OF JULY 1, 2020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE 990 AT ITS OCTOBER BOARD MEETING PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY ALL OFFICERS AND DIRECTORS SIGN A STATEMENT REGARDING ANY CONFLICTS OR POTENTIAL CONFLICTS THAT MAY ARISE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST AT THE COTTER HIGH SCHOOL BUSINESS OFFICE DURING NORMAL BUSINESS HOURS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGE IN CSV LIFE INSURANCE 1,738.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART XII LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06455816
IRS990/TotalAssetsEOYAmt07671654
IRS990/TotalAssetsGrp/BOYAmt06455816
IRS990/TotalAssetsGrp/EOYAmt07671654
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt032085
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01200
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016677
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0385766
IRS990/TotalFunctionalExpensesGrp/TotalAmt0403643
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0256637
IRS990/TotalLiabilitiesEOYAmt0286266
IRS990/TotalLiabilitiesGrp/BOYAmt0256637
IRS990/TotalLiabilitiesGrp/EOYAmt0286266
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06199179
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07385388
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0385766
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01628305
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01660390
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06455816
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07671654
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,671,654
Liabilities
$286,266
Net assets
$7,385,388
Revenue
$1,660,390
Expenses
$403,643
Net income
$1,256,747
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