Civic Intelligence

The Westbrook Education Foundation

990 • Fiscal year 2021 • EIN 41-1746538

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 01, 2021

Organization Profile
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

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

45th percentile

9.9%

Higher net margin than 45% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$595

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

67th percentile

20%

Faster asset growth than 67% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

20th percentile

-10%

Faster revenue growth than 20% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,390,083

Up $227,107 (+20%) from 2020

Net Assets

Up

$1,390,083

Up $227,107 (+20%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin45th percentile

Revenue

Down

$39,449

Down $4,518 (-10%) from 2020

Expenses

Down

$35,537

Down $47,423 (-57%) from 2020

Net Income

Up

$3,912

Up $42,905 (+110%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

2021

Assets$1,390,083
Liabilities$0
Net Assets$1,390,083
Open 2021 Filing

Operations Trend

Revenue Growth20th percentile

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

2021

Revenue$39,449
Expenses$35,537
Net Income$3,912
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 1, 2021
Return Version
2020v4.1
Gross Receipts
$66,511
Mission and Program Overview

Mission

Promote the advancement of education

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$832,477$1,157,752▲ $325,275
Cash and Non-Interest-Bearing Accounts$54,924$116,473▲ $61,549
Savings and Temporary Cash Investments$265,600$105,500▼ $160,100
Total Assets$1,162,976$1,390,083▲ $227,107
Other Assets Total$9,975$10,358▲ $383
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,162,976$1,390,083▲ $227,107
Total Net Assets Fund Balance$1,162,976$1,390,083▲ $227,107
Total Liabilities and Net Assets / Fund Balance$1,162,976$1,390,083▲ $227,107

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$10,358--
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleBaseTotal
Manda JorgensonDirector$595$595

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
$1,855
Program Service Revenue
$0
Investment Income
$37,594
Other Revenue
$0
All Other Contributions
$1,855
Change in Net Assets
$3,912
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$32,000
Other Expenses$2,942
Salaries, Compensation, and Employee Benefits$595
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$32,000--$32,000
Fees for Services Accounting-$2,865-$2,865
Current Officers, Directors, Trustees, and Key Employees-$595-$595
Fees for Service Investment Mgmnt Fees-$52-$52
Other Expenses-$25-$25
Total Functional Expenses$32,000$3,537$0$35,537
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
2021-11-01
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
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt01. NORMALLY THE ORGANIZATION RECEIVES MORE THAN 10% OF ITS SUPPORT FROM PUBLIC CONTRIBUTIONS. DURING 2016 AND 2017 TWO INDIVIDUALS DIED AND THEIR ESTATES 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.
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt012
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0STUDENTS AWARDED SCHOLARSHIPS ARE REQUIRED TO SUMBIT A TRANSCRIPT OF GRADES TO PROVE ATTENDANCE AND ACHEIVEMENT BEFORE BEING PAID.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990/ScheduleJRequiredInd0false
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
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MAURY KUEHL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05072279592
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WESTBROOK EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0411746538
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 458
ReturnHeader/Filer/USAddress/CityNm0WESTBROOK
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200425552
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0M L GRAMS & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0628 FIRST AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTBROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd056183
ReturnHeader/PreparerPersonGrp/PhoneNum05072746171
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA L GRAMS
ReturnHeader/ReturnTs02021-11-03T11:45:55-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MAURY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KUEHL
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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
$1,390,083
Liabilities
$0
Net assets
$1,390,083
Revenue
$39,449
Expenses
$35,537
Net income
$3,912
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.06$0.13$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.19$0.22$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.06$0.07$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.04$0.04$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.04$0.08$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.05$0.06$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.06$0.07$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.06$0.07$0.00
2016Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.40$0.05$0.35
2015Summary only. Only limited summary data is available for this year.$0.79$0.00$0.79$0.04$0.06$0.01
2014Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$0.06$0.03$0.04
2013Summary only. Only limited summary data is available for this year.$0.74$0.00$0.74$0.18$0.04$0.14
2012Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$0.45$0.13$0.32