Civic Intelligence

Options for Women St. Croix Valley

990 • Fiscal year 2023 • EIN 41-1593503

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 17, 2024

14563 60th St NOak Park Heights, MN 55082

(651) 439-5964

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

48th percentile

3.6%

Faster asset growth than 48% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

56th percentile

11%

Faster revenue growth than 56% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$1,444,380

Up $50,631 (+3.6%) from 2022

Net Assets

Up

$1,444,380

Up $55,551 (+4.0%) from 2022

Liabilities

Down

$0

Down $4,920 (-100%) from 2022

Revenue

Up

$438,800

Up $42,289 (+11%) from 2022

Expenses

Up

$383,249

Up $36,995 (+11%) from 2022

Net Income

Up

$55,551

Up $5,294 (+11%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $312,295Liabilities 2011: $9,750Net Assets 2011: $302,5452011Assets 2012: $368,421Liabilities 2012: $3,984Net Assets 2012: $364,4372012Assets 2013: $348,476Liabilities 2013: $4,574Net Assets 2013: $343,9022013Assets 2014: $423,758Liabilities 2014: $2,556Net Assets 2014: $421,2022014Assets 2015: $443,560Liabilities 2015: $2,235Net Assets 2015: $441,3252015Assets 2016: $471,285Liabilities 2016: $2,441Net Assets 2016: $468,8442016Assets 2017: $1,094,257Liabilities 2017: $579,702Net Assets 2017: $514,5552017Assets 2018: $1,152,471Liabilities 2018: $279,972Net Assets 2018: $872,4992018Assets 2019: $988,744Liabilities 2019: $71,195Net Assets 2019: $917,5492019Assets 2020: $1,008,460Liabilities 2020: $41,896Net Assets 2020: $966,5642020Assets 2021: $1,344,886Liabilities 2021: $6,314Net Assets 2021: $1,338,5722021Assets 2022: $1,393,749Liabilities 2022: $4,920Net Assets 2022: $1,388,8292022Assets 2023: $1,444,380Liabilities 2023: $0Net Assets 2023: $1,444,3802023Assets 2024: $1,418,037Liabilities 2024: $0Net Assets 2024: $1,418,0372024

Highlighted filing

2023

Assets$1,444,380
Liabilities$0
Net Assets$1,444,380

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $348,5422011Revenue 2012: $352,882Expenses 2012: $290,990Net Income 2012: $61,8922012Revenue 2013: $196,547Expenses 2013: $202,418Net Income 2013: -$5,8712013Revenue 2014: $279,723Expenses 2014: $202,423Net Income 2014: $77,3002014Revenue 2015: $199,765Expenses 2015: $179,642Net Income 2015: $20,1232015Revenue 2016: $222,466Expenses 2016: $194,947Net Income 2016: $27,5192016Revenue 2017: $327,254Expenses 2017: $281,543Net Income 2017: $45,7112017Revenue 2018: $657,650Expenses 2018: $299,706Net Income 2018: $357,9442018Revenue 2019: $330,704Expenses 2019: $285,654Net Income 2019: $45,0502019Revenue 2020: $365,270Expenses 2020: $316,255Net Income 2020: $49,0152020Revenue 2021: $696,960Expenses 2021: $324,952Net Income 2021: $372,0082021Revenue 2022: $396,511Expenses 2022: $346,254Net Income 2022: $50,2572022Revenue 2023: $438,800Expenses 2023: $383,249Net Income 2023: $55,5512023Revenue 2024: $423,808Expenses 2024: $449,784Net Income 2024: -$25,9762024

Highlighted filing

2023

Revenue$438,800
Expenses$383,249
Net Income$55,551
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 17, 2024
Return Version
2023v5.0
Gross Receipts
$479,689
Mission and Program Overview

Mission

Our mission is to strengthen the lives of individuals and families by providing health, educational, and supportive programs that promote life, foster human dignity, and build community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,388,829$1,444,380▲ $55,551
Cash and Non-Interest-Bearing Accounts$314,747$764,483▲ $449,736
Land, Buildings, and Equipment, Net$679,406$657,784▼ $21,622
Savings and Temporary Cash Investments$393,196$15,213▼ $377,983
Prepaid Expenses and Deferred Charges$6,400$6,900▲ $500
Total Assets$1,393,749$1,444,380▲ $50,631
Liabilities
Other Liabilities$4,920$0▼ $4,920
Total Liabilities$4,920$0▼ $4,920
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,388,829$1,444,380▲ $55,551
Total Liabilities and Net Assets / Fund Balance$1,393,749$1,444,380▲ $50,631

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$425,725$80,170$505,895
Land$213,645-$213,645
Equipment$11,893$38,049$49,942
Other Land Buildings$6,521$41,111$47,632
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kathy LohmerPresident
Diane GruberVice President
Evan WilsonBoard Member
Jim KremerBoard Member
Mike FuithBoard Member
Karli Rae KerrschneiderSecretary
Stephanie OusdigianTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$422,581
Program Service Revenue
$0
Investment Income
$16,219
Other Revenue
$0
All Other Contributions
$314,545
Change in Net Assets
$55,551
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$213,278
Other Expenses$169,971
Total Fundraising Expense$49
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$162,325$35,493$0$197,818
Depreciation Depletion$21,622$0$0$21,622
Office Expenses$0$15,728$0$15,728
Payroll Taxes$12,745$2,715$0$15,460
All Other Expenses$10,153$151$49$10,353
Fees for Services Management$0$10,159$0$10,159
Other Expenses$9,466$0$0$9,466
Insurance$9,015$0$0$9,015
Fees for Services Accounting$6,321$1,300$0$7,621
Total Functional Expenses$317,654$65,546$49$383,249
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$35,691
Fundraising Gross Income$35,691
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Banquet$143,727$35,691$2,718$32,973
None----
Total Events$143,727$35,691$35,691$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Options for Women St Croix Valley
EIN
41-1593503
Phone
6514395964
Address
14563 60TH ST N, OAK PARK HEIGHTS, MN 55082

Signing Officer

Name
Kathy Lohmer
Title
President
Phone
6514395964
Signed
2024-06-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Lohmer
Formed
1987
Legal Domicile
Mn
Voting Board Members
7
Independent Board Members
7
Employees
15
Volunteers
25

Preparer

Firm
Landon C Scott PLLC
Address
8985 33rd St N, Lake Elmo, MN 55042
Preparer
Landon C Scott CPA
Phone
6517748785
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The form 990 is reviewed by the director and then discussed with the board of directors before the return is filed.

Pt VI, Line 12C

The board of directors annually review the conflict of interest policy and compare it to all members involved to ensure no conflict of interest occurs.

Pt VI, Line 15A

The executive director wages were compared to other non profit organizations in the area along with comparable experience and background in the industry. The amount was then negotiated and agreed upon with the amount of hours required.

Pt VI, Line 15B

No other officer compensation is required by the organization.

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IRS990/RevenueAmt074400
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01388829
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01444380
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0393196
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015213
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0422581
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0395406
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0696257
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0365095
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0361661
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02241000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt016219
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01105
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0703
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0175
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0305
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt018507
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83910
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.73920
IRS990ScheduleA/PublicSupportTotal170Amt01895971
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt0345029
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0422581
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0395406
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0696257
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0365095
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0361661
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02241000
IRS990ScheduleA/TotalSupportAmt02259507
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0425725
IRS990ScheduleD/BuildingsGrp/DepreciationAmt080170
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0505895
IRS990ScheduleD/EquipmentGrp/BookValueAmt011893
IRS990ScheduleD/EquipmentGrp/DepreciationAmt038049
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt049942
IRS990ScheduleD/LandGrp/BookValueAmt0213645
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0213645
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06521
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt041111
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt047632
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0657784
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0108036
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0108036
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035691
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt03400
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt03400
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL BANQUET
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0NONE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt029573
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt029573
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0143727
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0143727
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035691
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035691
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02718
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02718
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE DIRECTOR AND THEN DISCUSSED WITH THE BOARD OF DIRECTORS BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND COMPARE IT TO ALL MEMBERS INVOLVED TO ENSURE NO CONFLICT OF INTEREST OCCURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR WAGES WERE COMPARED TO OTHER NON PROFIT ORGANIZATIONS IN THE AREA ALONG WITH COMPARABLE EXPERIENCE AND BACKGROUND IN THE INDUSTRY. THE AMOUNT WAS THEN NEGOTIATED AND AGREED UPON WITH THE AMOUNT OF HOURS REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO OTHER OFFICER COMPENSATION IS REQUIRED BY THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15b
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01393749
IRS990/TotalAssetsEOYAmt01444380
IRS990/TotalAssetsGrp/BOYAmt01393749
IRS990/TotalAssetsGrp/EOYAmt01444380
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0422581
IRS990/TotalEmployeeCnt015
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt049
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt065546
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0317654
IRS990/TotalFunctionalExpensesGrp/TotalAmt0383249
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04920
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt04920
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01388829
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01444380
IRS990/TotalProgramServiceExpensesAmt0317654
IRS990/TotalRevenueGrp/ExclusionAmt016219
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0438800
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01393749
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01444380
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt014563 60TH ST N
IRS990/USAddress/CityNm0OAK PARK HEIGHTS
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055082
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0www.ofwscv.org

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.00$1.42$0.42$0.45$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.44$0.38$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.00$1.39$0.40$0.35$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.01$1.34$0.70$0.32$0.37
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.04$0.97$0.37$0.32$0.05
2019Summary only. Only limited summary data is available for this year.$0.99$0.07$0.92$0.33$0.29$0.05
2018Summary only. Only limited summary data is available for this year.$1.15$0.28$0.87$0.66$0.30$0.36
2017Summary only. Only limited summary data is available for this year.$1.09$0.58$0.51$0.33$0.28$0.05
2016Summary only. Only limited summary data is available for this year.$0.47$0.00$0.47$0.22$0.19$0.03
2015Summary only. Only limited summary data is available for this year.$0.44$0.00$0.44$0.20$0.18$0.02
2014Summary only. Only limited summary data is available for this year.$0.42$0.00$0.42$0.28$0.20$0.08
2013Summary only. Only limited summary data is available for this year.$0.35$0.00$0.34$0.20$0.20$0.01
2012Summary only. Only limited summary data is available for this year.$0.37$0.00$0.36$0.35$0.29$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.01$0.30$0.35