Civic Intelligence

The Westbrook Education Foundation

990 • Fiscal year 2020 • EIN 41-1746538

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 10, 2020

PO Box 458Westbrook, MN 56183

(507) 274-6171

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

4th percentile

-89%

Higher net margin than 4% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$680

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

16th percentile

-4.5%

Faster asset growth than 16% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

28th percentile

-14%

Faster revenue growth than 28% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,162,976

Down $54,923 (-4.5%) from 2019

Net Assets

Down

$1,162,976

Down $54,923 (-4.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$43,967

Down $7,322 (-14%) from 2019

Expenses

Up

$82,960

Up $23,955 (+41%) from 2019

Net Income

Down

-$38,993

Down $31,277 (-405%) from 2019

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 2012: $581,920Liabilities 2012: $0Net Assets 2012: $581,9202012Assets 2013: $737,404Liabilities 2013: $0Net Assets 2013: $737,4042013Assets 2014: $808,418Liabilities 2014: $0Net Assets 2014: $808,4182014Assets 2015: $789,208Liabilities 2015: $0Net Assets 2015: $789,2082015Assets 2016: $1,146,334Liabilities 2016: $0Net Assets 2016: $1,146,3342016Assets 2017: $1,211,128Liabilities 2017: $0Net Assets 2017: $1,211,1282017Assets 2018: $1,231,068Liabilities 2018: $0Net Assets 2018: $1,231,0682018Assets 2019: $1,217,899Liabilities 2019: $0Net Assets 2019: $1,217,8992019Assets 2020: $1,162,976Liabilities 2020: $0Net Assets 2020: $1,162,9762020Assets 2021: $1,390,083Liabilities 2021: $0Net Assets 2021: $1,390,0832021Assets 2022: $1,142,321Liabilities 2022: $0Net Assets 2022: $1,142,3212022Assets 2023: $1,196,998Liabilities 2023: $0Net Assets 2023: $1,196,9982023Assets 2024: $1,212,951Liabilities 2024: $0Net Assets 2024: $1,212,9512024

Highlighted filing

2020

Assets$1,162,976
Liabilities$0
Net Assets$1,162,976

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $454,475Expenses 2012: $132,327Net Income 2012: $322,1482012Revenue 2013: $178,566Expenses 2013: $35,502Net Income 2013: $143,0642013Revenue 2014: $64,376Expenses 2014: $28,721Net Income 2014: $35,6552014Revenue 2015: $42,525Expenses 2015: $56,196Net Income 2015: -$13,6712015Revenue 2016: $398,413Expenses 2016: $47,460Net Income 2016: $350,9532016Revenue 2017: $61,288Expenses 2017: $65,778Net Income 2017: -$4,4902017Revenue 2018: $58,453Expenses 2018: $65,090Net Income 2018: -$6,6372018Revenue 2019: $51,289Expenses 2019: $59,005Net Income 2019: -$7,7162019Revenue 2020: $43,967Expenses 2020: $82,960Net Income 2020: -$38,9932020Revenue 2021: $39,449Expenses 2021: $35,537Net Income 2021: $3,9122021Revenue 2022: $63,942Expenses 2022: $71,998Net Income 2022: -$8,0562022Revenue 2023: $185,951Expenses 2023: $223,854Net Income 2023: -$37,9032023Revenue 2024: $63,748Expenses 2024: $128,953Net Income 2024: -$65,2052024

Highlighted filing

2020

Revenue$43,967
Expenses$82,960
Net Income-$38,993
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 10, 2020
Return Version
2019v5.1
Gross Receipts
$70,594
Mission and Program Overview

Mission

Promote the advancement of education

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$907,675$832,477▼ $75,198
Savings and Temporary Cash Investments$232,165$265,600▲ $33,435
Cash and Non-Interest-Bearing Accounts$68,455$54,924▼ $13,531
Total Assets$1,217,899$1,162,976▼ $54,923
Other Assets Total$9,604$9,975▲ $371
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,217,899$1,162,976▼ $54,923
Total Net Assets Fund Balance$1,217,899$1,162,976▼ $54,923
Total Liabilities and Net Assets / Fund Balance$1,217,899$1,162,976▼ $54,923

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$9,975--
Compensation and Service Providers

Employees

NameTitleBaseTotal
Manda JorgensonDirector$680$680

Board Members and Trustees

NameTitle
Maury KuehlPresident
James SchmidtVice President
Bruce JorgensonDirector
Dale MischkeDirector
Eugene KronbackDirector
James DibbleDirector
Justin KnakmuhsDirector
Marlowe NelsenDirector
Matthew JackelsDirector
Nicole BrownDirector
Kelly QuadeSecretary
Melissa GramsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$13,053
Program Service Revenue
$0
Investment Income
$30,914
Other Revenue
$0
All Other Contributions
$13,053
Change in Net Assets
$-38,993
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$79,745
Other Expenses$2,535
Salaries, Compensation, and Employee Benefits$680
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$60,000--$60,000
Grants to Domestic Orgs$19,745--$19,745
Fees for Services Accounting-$2,510-$2,510
Current Officers, Directors, Trustees, and Key Employees-$680-$680
Other Expenses-$25-$25
Total Functional Expenses$79,745$3,215$0$82,960
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Westbrook Public SchoolWestbrook, MN3School Programs$19,745
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Governing body meeting documentation Part VI line 8A

Quarterly meetings are attended by the 13 directors. Minutes are recorded, typed, read and approved at the next meeting held.

Committee meeting documentation Part VI line 8B

N/A

Form 990 governing body review Part VI line 11

The 990 tax return is reviewed and signed by at least one officer prior to filing. The 990 tax return is presented to the directors to review at the earliest meeting after the form 990 is issued.

Governing documents etc available to public Part VI line 19

All governing documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Westbrook Education Foundation
EIN
41-1746538
Address
PO BOX 458, WESTBROOK, MN 56183

Signing Officer

Name
Maury Kuehl
Title
President
Phone
5072279592
Signed
2020-11-10
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
Mn
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
14

Preparer

Firm
M L Grams & Associates
Address
628 FIRST AVENUE, WESTBROOK, MN 56183
Preparer
Melissa L Grams
Phone
5072746171
Raw XML AppendixShowing 400 of 417 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/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROMOTE THE ADVANCEMENT OF EDUCATION
IRS990/AllOtherContributionsAmt013053
IRS990/BooksInCareOfDetail/PersonNm0MELISSA GRAMS
IRS990/BooksInCareOfDetail/PhoneNum05072746171
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0628 FIRST AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0WESTBROOK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd056183
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt068455
IRS990/CashNonInterestBearingGrp/EOYAmt054924
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0680
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0680
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt013053
IRS990/CYGrantsAndSimilarPaidAmt079745
IRS990/CYInvestmentIncomeAmt030914
IRS990/CYOtherExpensesAmt02535
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-38993
IRS990/CYSalariesCompEmpBnftPaidAmt0680
IRS990/CYTotalExpensesAmt082960
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt043967
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE ORGANIZATION PAID SCHOLARSHIPS TO 27 STUDENTS FOR POST SECONDARY EDUCATION
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt060000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02510
IRS990/FeesForServicesAccountingGrp/TotalAmt02510
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
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/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0EUGENE KRONBACK
IRS990/Form990PartVIISectionAGrp/PersonNm1MELISSA GRAMS
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES SCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm3MARLOWE NELSEN
IRS990/Form990PartVIISectionAGrp/PersonNm4MAURY KUEHL
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES DIBBLE
IRS990/Form990PartVIISectionAGrp/PersonNm6JUSTIN KNAKMUHS
IRS990/Form990PartVIISectionAGrp/PersonNm7KELLY QUADE
IRS990/Form990PartVIISectionAGrp/PersonNm8DALE MISCHKE
IRS990/Form990PartVIISectionAGrp/PersonNm9MATTHEW JACKELS
IRS990/Form990PartVIISectionAGrp/PersonNm10NICOLE BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm11MANDA JORGENSON
IRS990/Form990PartVIISectionAGrp/PersonNm12BRUCE JORGENSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11680
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-3567
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt060000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt060000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt060000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt019745
IRS990/GrantsToDomesticOrgsGrp/TotalAmt019745
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0true
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt023060
IRS990/GrossReceiptsAmt070594
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt034481
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt034481
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0907675
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0832477
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt026627
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROMOTE THE ADVANCEMENT OF EDUCATION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01217899
IRS990/NetAssetsOrFundBalancesEOYAmt01162976
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-3567
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3567
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-15930
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01217899
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01162976
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09604
IRS990/OtherAssetsTotalGrp/EOYAmt09975
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FILING FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt025
IRS990/OtherExpensesGrp/TotalAmt025
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION DONATED FUNDS TO THE WESTBROOK PUBLIC SCHOOL FOR VARIOUS EQUIPMENT TO PROMOTE THE EDUCATION OF STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt019745
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03550
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt057000
IRS990/PYInvestmentIncomeAmt047739
IRS990/PYOtherExpensesAmt01505
IRS990/PYRevenuesLessExpensesAmt0-7716
IRS990/PYSalariesCompEmpBnftPaidAmt0500
IRS990/PYTotalExpensesAmt059005
IRS990/PYTotalRevenueAmt051289
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-38993
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0232165
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0265600
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME IN 2015 REPRESENTS NET RENTAL INCOME AND OTHER PORTFOLIO INCOME PASSED THROUGH FROM AN ESTATE K-1 FOR WHICH THIS ORGANIZATION WAS A BENEFICIARY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt11. NORMALLY THE ORGANIZATION RECEIVES MORE THAN 10% OF ITS SUPPORT FROM PUBLIC CONTRIBUTIONS. HOWEVER BECAUSE AN INDIVIDUAL DIED, DURING 2015 THEIR ESTATE LEFT A LARGE ENDOWMENT TO THE ORGANIZATION THAT UNDER THE FACTS AND CIRCUMSTANCES MAKES THE PERCENTAGE OF PUBLIC SUPPORT TO BE LESS THAN 33 1/3.2. THE ORGANIZATION ANNUALLY SOLICITS FROM THIS SMALL COMMUNITY (POPULATION 700)TO SUPPORT ITS MISSION, THAT BEING TO SUPPORT THE LOCAL PUBLIC SCHOOL AND THE PROMOTION OF EDUCATION.3. THE BOARD OF DIRECTORS INCLUDES 13 INDIVIDUALS, FROM VARIOUS AREAS OF THE SURROUNDING COMMUNITY THAT PROMOTE THIS MISSION. THEIR EFFORTS ARE FOR PUBLIC EDUCATION AND NOT FOR PRIVATE INTERESTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Other income Part II line 10 or Part III line 12
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc110 Facts and Circumstances Test Part II line 17a or 17b
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt013053
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt022082
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt039988
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0258259
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0336932
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt034481
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt047700
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt036371
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt020500
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt021036
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0160088
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0118296
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0118296
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.11680
IRS990ScheduleA/PublicSupportPY170Pct00.10490
IRS990ScheduleA/PublicSupportTotal170Amt071840
IRS990ScheduleA/SubstantialContributorsTotAmt0265092
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt013053
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt022082
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt039988
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0258259
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0336932
IRS990ScheduleA/TotalSupportAmt0615316
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt09975
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LIFE INSURANCE POLICY
IRS990ScheduleD/TotalBookValueOtherAssetsAmt09975
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt060000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt027
IRS990ScheduleI/RecipientTable/CashGrantAmt019745
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOOL PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WESTBROOK PUBLIC SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0412005873
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt08TH STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WESTBROOK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd056183
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS REQUIRED TO SUBMIT INVOICES TO SUBSTANTIATE ITS CAPITAL PURCHASES AND OTHER CLAIMS BEFORE REIMBURSEMENT IS MADE. STUDENTS AWARDED SCHOLARSHIPS ARE REQUIRED TO SUBMIT A TRANSCRIPT OF GRADES TO PROVE ATTENDANCE BEFORE BEING PAID.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/AssistancePurposeTxt0ASSISTANCE IN FURTHERING EDUCATION
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/AssistancePurposeTxt1ASSISTANCE IN FURTHERING EDUCATION
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/CashGrantAmt05000
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/CashGrantAmt12000
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/PersonNm0ANDREW QUADE
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/PersonNm1GRACE WOELBER
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/RelationshipWithOrgTxt0SON OF OFFICER KELLY QUADE
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/RelationshipWithOrgTxt1DAUGHTER OF EX-OFFICER LOY WOELBER
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/TypeOfAssistanceTxt0SCHOLARSHIP
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/TypeOfAssistanceTxt1SCHOLARSHIP
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0QUARTERLY MEETINGS ARE ATTENDED BY THE 13 DIRECTORS. MINUTES ARE RECORDED, TYPED, READ AND APPROVED AT THE NEXT MEETING HELD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 TAX RETURN IS REVIEWED AND SIGNED BY AT LEAST ONE OFFICER PRIOR TO FILING. THE 990 TAX RETURN IS PRESENTED TO THE DIRECTORS TO REVIEW AT THE EARLIEST MEETING AFTER THE FORM 990 IS ISSUED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Governing body meeting documentation Part VI line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01217899
IRS990/TotalAssetsEOYAmt01162976
IRS990/TotalAssetsGrp/BOYAmt01217899
IRS990/TotalAssetsGrp/EOYAmt01162976
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt013053
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03215
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt079745
IRS990/TotalFunctionalExpensesGrp/TotalAmt082960
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01217899
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01162976
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt079745
IRS990/TotalReportableCompFromOrgAmt0680
IRS990/TotalRevenueGrp/ExclusionAmt030914
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt043967
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt014
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01217899
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01162976
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MAURY KUEHL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05072279592
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WESTBROOK EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0411746538
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 458
ReturnHeader/Filer/USAddress/CityNm0WESTBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd056183
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E339A84D4BA232D9D1312304CA5A5E8FE1D8E254
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E339A84D4BA232D9D1312304CA5A5E8FE1D8E254
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId04104582020316jjmrpvq
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-11

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings