Civic Intelligence

Westonka District 277 Foundation Corp Charter No 1N 862

990 • Fiscal year 2020 • EIN 41-1839631

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 15, 2021

Organization Profilewww.westonka277foundation.org
PO Box 370Mound, MN 55364-8250

(952) 240-6207

Siviq Scores

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

Liabilities / Assets

50th percentile

0.10x

Higher debt load relative to assets than 50% of similar nonprofits.

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

Liabilities / Revenue

98th percentile

12.49x

Higher debt load relative to revenue than 98% of similar nonprofits.

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

Net Margin

1st percentile

-613%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

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

Asset Growth

39th percentile

1.9%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

53rd percentile

2.2%

Faster revenue growth than 53% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$1,994,134

Up $37,883 (+1.9%) from 2019

Net Assets

Down

$1,793,777

Down $5,867 (-0.3%) from 2019

Liabilities

Up

$200,357

Up $43,750 (+28%) from 2019

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin1st percentile

Revenue

Up

$16,041

Up $344 (+2.2%) from 2019

Expenses

Down

$114,437

Down $24,642 (-18%) from 2019

Net Income

Up

-$98,396

Up $24,986 (+20%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2020

Assets$1,994,134
Liabilities$200,357
Net Assets$1,793,777
Open 2020 Filing

Operations Trend

Revenue Growth53rd percentile

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

2020

Revenue$16,041
Expenses$114,437
Net Income-$98,396
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 15, 2021
Return Version
2019v5.2
Gross Receipts
$16,041
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$1,937,210$1,978,141▲ $40,931
Cash and Non-Interest-Bearing Accounts$19,041$15,993▼ $3,048
Total Assets$1,956,251$1,994,134▲ $37,883
Liabilities
Accounts Payable and Accrued Expenses$156,607$200,357▲ $43,750
Total Liabilities$156,607$200,357▲ $43,750
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,312,237$1,319,540▲ $7,303
Net Assets Without Donor Restrictions$487,407$474,237▼ $13,170
Total Net Assets Fund Balance$1,799,644$1,793,777▼ $5,867
Total Liabilities and Net Assets / Fund Balance$1,956,251$1,994,134▲ $37,883

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,937,210-▲ $115,283-$1,978,141
2018$1,771,242$14,570▲ $169,223-$1,937,210
2017$463,399$1,254,458▲ $105,400-$1,771,242
2016$409,683-▲ $53,716-$463,399
2015$446,390-▼ $26,707-$409,683
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$12,637
Program Service Revenue
$0
Investment Income
$3,404
Other Revenue
$0
All Other Contributions
$12,637
Change in Net Assets
$-98,396
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$110,000
Other Expenses$4,437
Total Fundraising Expense$381
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$110,000--$110,000
Fees for Services Accounting-$2,200-$2,200
Insurance-$1,400-$1,400
Office Expenses$340$116$381$837
Total Functional Expenses$110,340$3,716$381$114,437
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 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
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
PO Box 370, Mound, MN 55364-8250

Signing Officer

Name
Julie J Johnson
Title
President
Phone
9522406207
Signed
2021-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie J Johnson
Formed
1996
Legal Domicile
Mn
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
12

Preparer

Firm
Abdo Eick & Meyers LLP
Address
5201 Eden Avenue Suite 250, Edina, MN 55436
Preparer
Steven D Anseth CPA
Phone
9528359090
Supplemental Narrative

Financial Statement Notes

Part V, Line 4:

“The Organization's endowment fund is intended to be used for student scholarships.”

Raw XML Appendix362 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.

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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization's endowment fund is intended to be used for student scholarships.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.67700
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0110000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Board of Directors reviews applications that are submitted to the Organization based on qualifications for the grant based on applications.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is reviewed in entirety with the board of directors prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board members review the conflict of interest policy and sign on an annual basis.
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01956251
IRS990/TotalAssetsEOYAmt01994134
IRS990/TotalAssetsGrp/BOYAmt01956251
IRS990/TotalAssetsGrp/EOYAmt01994134
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt012637
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0381
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03716
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0110340
IRS990/TotalFunctionalExpensesGrp/TotalAmt0114437
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0156607
IRS990/TotalLiabilitiesEOYAmt0200357
IRS990/TotalLiabilitiesGrp/BOYAmt0156607
IRS990/TotalLiabilitiesGrp/EOYAmt0200357
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01799644
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01793777
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0110340
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt03404
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt016041
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01956251
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01994134
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 370
IRS990/USAddress/CityNm0Mound
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd0553648250
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.westonka277foundation.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Julie J Johnson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09522406207
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Westonka District 277 Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0411839631
ReturnHeader/Filer/PhoneNum09522406207
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 370
ReturnHeader/Filer/USAddress/CityNm0Mound
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd0553648250
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/PreparationDt02021-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven D Anseth CPA
ReturnHeader/ReturnTs02021-04-19T09:00:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,994,134
Liabilities
$200,357
Net assets
$1,793,777
Revenue
$16,041
Expenses
$114,437
Net income
-$98,396
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