Civic Intelligence

Westonka District 277 Foundation Corp Charter No 1N 862

990 • Fiscal year 2017 • EIN 41-1839631

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 27, 2017

Organization Profilewww.westonka277foundation.org
5901 Sunnyfield Rd EMound, MN 55364-8250

(952) 240-6207

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

8th percentile

-51%

Higher net margin than 8% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

63rd percentile

11%

Faster asset growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$486,679

Up $47,875 (+11%) from 2016

Net Assets

Up

$486,679

Up $47,875 (+11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin8th percentile

Revenue

Up

$11,399

Up $25,312 (+182%) from 2016

Expenses

Up

$17,240

Up $3,629 (+27%) from 2016

Net Income

Up

-$5,841

Up $21,683 (+79%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2014: $481,463Liabilities 2014: $0Net Assets 2014: $481,4632014Assets 2015: $466,327Liabilities 2015: $0Net Assets 2015: $466,3272015Assets 2016: $438,804Liabilities 2016: $0Net Assets 2016: $438,8042016Assets 2017: $486,679Liabilities 2017: $0Net Assets 2017: $486,6792017Assets 2018: $1,835,724Liabilities 2018: $62,885Net Assets 2018: $1,772,8392018Assets 2019: $1,956,251Liabilities 2019: $156,607Net Assets 2019: $1,799,6442019Assets 2020: $1,994,134Liabilities 2020: $200,357Net Assets 2020: $1,793,7772020Assets 2021: $2,498,147Liabilities 2021: $318,777Net Assets 2021: $2,179,3702021Assets 2022: $1,978,788Liabilities 2022: $418,132Net Assets 2022: $1,560,6562022Assets 2023: $1,694,345Liabilities 2023: $0Net Assets 2023: $1,694,3452023Assets 2024: $2,098,151Liabilities 2024: $275,043Net Assets 2024: $1,823,1082024Assets 2025: $2,294,890Liabilities 2025: $152,325Net Assets 2025: $2,142,5652025

Highlighted filing

2017

Assets$486,679
Liabilities$0
Net Assets$486,679
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2014: $411,560Expenses 2014: $11,581Net Income 2014: $399,9792014Revenue 2015: $10,853Expenses 2015: $19,570Net Income 2015: -$8,7172015Revenue 2016: -$13,913Expenses 2016: $13,611Net Income 2016: -$27,5242016Revenue 2017: $11,399Expenses 2017: $17,240Net Income 2017: -$5,8412017Revenue 2018: $1,270,773Expenses 2018: $77,998Net Income 2018: $1,192,7752018Revenue 2019: $15,697Expenses 2019: $139,079Net Income 2019: -$123,3822019Revenue 2020: $16,041Expenses 2020: $114,437Net Income 2020: -$98,3962020Revenue 2021: $6,250Expenses 2021: $198,652Net Income 2021: -$192,4022021Revenue 2022: $23,922Expenses 2022: $221,943Net Income 2022: -$198,0212022Revenue 2023: $17,502Expenses 2023: $220,315Net Income 2023: -$202,8132023Revenue 2024: $20,819Expenses 2024: $534,110Net Income 2024: -$513,2912024Revenue 2025: $59,113Expenses 2025: $201,154Net Income 2025: -$142,0412025

Highlighted filing

2017

Revenue$11,399
Expenses$17,240
Net Income-$5,841
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 27, 2017
Return Version
2016v3.0
Gross Receipts
$11,399
Mission and Program Overview

Mission

Based on the philosophy that we believe an excellent education provides inspiration for lifelong learning and is the richest heritage we can give our children, Westonka District #277 Foundation is dedicated to its mission of enhancing student opportunities.

Bringing ideas to life by awarding grants to the Westonka Schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$409,683$463,399▲ $53,716
Cash and Non-Interest-Bearing Accounts$29,121$23,280▼ $5,841
Total Assets$438,804$486,679▲ $47,875
Liabilities
Accounts Payable and Accrued Expenses-$0-
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$438,804$486,679▲ $47,875
Total Net Assets Fund Balance$438,804$486,679▲ $47,875
Total Liabilities and Net Assets / Fund Balance$438,804$486,679▲ $47,875

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$409,683-▲ $53,716-$463,399
2015$446,390$0▼ $26,707-$409,683
2014$36,887$414,760▼ $5,257-$446,390
2013$29,360-▲ $7,527-$36,887
2012$24,067-▲ $5,293-$29,360
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Julie JohnsonPresident
Margaret HolsteVice President
Donna SmithBoard Member
Kari KantolaBoard Member
Kathleen Lohmar ExelSecretary
Diane BatesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,397
Program Service Revenue
$0
Investment Income
$2
Other Revenue
$0
All Other Contributions
$11,397
Change in Net Assets
$-5,841
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$16,446
Other Expenses$794
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$16,446--$16,446
Office Expenses$519--$519
Other Expenses$275--$275
Total Functional Expenses$17,240$0$0$17,240
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Westonka District 277Minnetrista, MNn/aHigh School: Incentive Program for Academic and Behavioral improvements-$1,000High School: Chemistry/AP Physics: styluses for IpadsElementary: additional play equipment for recess activities to improve participation and coorperation of studentsElementary: Kites: Where Learning Takes Flight - incorporates engineering and art as students learn about flightHigh School: 21st Centry Skills: On-going staff development workshops on incorporating technology into classroom instructionsMusic Program: Piano with bench$16,446
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
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The 990 is reviewed in entirety with the board of directors prior to filing.”

Form 990, Part VI, Section B, line 12C

“The Board members review the conflict of interest policy and sign on an annual basis.”

Form 990, Part VI, Section C, line 19

“All documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Westonka District 277 Foundation
EIN
41-1839631
Phone
9522406207
Address
5901 Sunnyfield Rd E, Mound, MN 55364-8250

Signing Officer

Name
Diane Bates
Title
Treasurer
Phone
9522406207
Signed
2017-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Bates
Formed
1996
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Abdo Eick & Meyers LLP
Address
5201 Eden Avenue Suite 250, Edina, MN 55436
Preparer
Steven D Anseth CPA
Phone
9528359090
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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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0High School: Incentive Program for Academic and Behavioral improvements-$1,000High School: Chemistry/AP Physics: styluses for IpadsElementary: additional play equipment for recess activities to improve participation and coorperation of studentsElementary: Kites: Where Learning Takes Flight - incorporates engineering and art as students learn about flightHigh School: 21st Centry Skills: On-going staff development workshops on incorporating technology into classroom instructionsMusic Program: Piano with bench
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Westonka District 277
IRS990ScheduleI/RecipientTable/RecipientEIN0411839631
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is reviewed in entirety with the board of directors prior to filing.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0438804
IRS990/TotalAssetsEOYAmt0486679
IRS990/TotalAssetsGrp/BOYAmt0438804
IRS990/TotalAssetsGrp/EOYAmt0486679
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt011397
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt017240
IRS990/TotalFunctionalExpensesGrp/TotalAmt017240
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0438804
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0486679
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt017240
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt011399
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0438804
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0486679
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0438804
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0486679
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05901 Sunnyfield Rd E
IRS990/USAddress/CityNm0Mound
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd0553648250
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.westonka277foundation.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Diane Bates
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09522406207
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Westonka District 277 Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0411839631
ReturnHeader/Filer/PhoneNum09522406207
ReturnHeader/Filer/USAddress/AddressLine1Txt05901 Sunnyfield Rd E
ReturnHeader/Filer/USAddress/CityNm0Mound
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd0553648250
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06242EF257B105FFF5D75E29DF7F4E54D5321E112
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E11A1ED1ADB894E8CDE63534EEFB757D0A73FCF3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02017-10-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:22:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411397419
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Abdo Eick & Meyers LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05201 Eden Avenue Suite 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Edina
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055436
ReturnHeader/PreparerPersonGrp/PhoneNum09528359090
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven D Anseth CPA
ReturnHeader/ReturnTs02017-10-27T14:17:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$486,679
Liabilities
$0
Net assets
$486,679
Revenue
$11,399
Expenses
$17,240
Net income
-$5,841
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.29$0.15$2.14$0.06$0.20$0.14
2024Detailed filing. Detailed filing data is available for this year.$2.10$0.28$1.82$0.02$0.53$0.51
2023Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.02$0.22$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.98$0.42$1.56$0.02$0.22$0.20
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.50$0.32$2.18$0.01$0.20$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.99$0.20$1.79$0.02$0.11$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.16$1.80$0.02$0.14$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.84$0.06$1.77$1.27$0.08$1.19
2017Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.01$0.02$0.01
2016Summary only. Only limited summary data is available for this year.$0.44$0.00$0.44$0.01$0.01$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.01$0.02$0.01
2014Summary only. Only limited summary data is available for this year.$0.48$0.00$0.48$0.41$0.01$0.40