Civic Intelligence

Westonka District 277 Foundation Corp Charter No 1N 862

990 • Fiscal year 2021 • EIN 41-1839631

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 17, 2022

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

60th percentile

0.13x

Higher debt load relative to assets than 60% of similar nonprofits.

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

Liabilities / Revenue

100th percentile

51.00x

Higher debt load relative to revenue than 100% of similar nonprofits.

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

Net Margin

1st percentile

-3078%

Higher net margin than 1% of similar nonprofits.

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

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.

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

Asset Growth

73rd percentile

25%

Faster asset growth than 73% of similar nonprofits.

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

Revenue Growth

3rd percentile

-61%

Faster revenue growth than 3% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$2,498,147

Up $504,013 (+25%) from 2020

Net Assets

Up

$2,179,370

Up $385,593 (+21%) from 2020

Liabilities

Up

$318,777

Up $118,420 (+59%) from 2020

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Down

$6,250

Down $9,791 (-61%) from 2020

Expenses

Up

$198,652

Up $84,215 (+74%) from 2020

Net Income

Down

-$192,402

Down $94,006 (-96%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2021

Assets$2,498,147
Liabilities$318,777
Net Assets$2,179,370
Open 2021 Filing

Operations Trend

Revenue Growth3rd 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

2021

Revenue$6,250
Expenses$198,652
Net Income-$192,402
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 17, 2022
Return Version
2020v4.1
Gross Receipts
$6,250
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$1,978,141$2,493,499▲ $515,358
Cash and Non-Interest-Bearing Accounts$15,993$4,648▼ $11,345
Total Assets$1,994,134$2,498,147▲ $504,013
Liabilities
Accounts Payable and Accrued Expenses$200,357$318,777▲ $118,420
Total Liabilities$200,357$318,777▲ $118,420
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,319,540$1,725,501▲ $405,961
Net Assets Without Donor Restrictions$474,237$453,869▼ $20,368
Total Net Assets Fund Balance$1,793,777$2,179,370▲ $385,593
Total Liabilities and Net Assets / Fund Balance$1,994,134$2,498,147▲ $504,013

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,978,141-▲ $592,279-$2,493,499
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
Compensation and Service Providers
Top Officer Pay39th 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
$5,272
Program Service Revenue
$0
Investment Income
$978
Other Revenue
$0
All Other Contributions
$5,272
Change in Net Assets
$-192,402
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$194,931
Other Expenses$3,721
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$194,931--$194,931
Fees for Services Accounting-$1,700-$1,700
Insurance-$1,430-$1,430
Office Expenses$270$321-$591
Total Functional Expenses$195,201$3,451$0$198,652
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
5901 Sunnyfield Rd E, Mound, MN 55364-8250

Signing Officer

Name
Julie J Johnson
Title
President
Phone
9522406207
Signed
2022-01-17
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
5

Preparer

Firm
Abdo
Address
5201 Eden Ave Ste 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 Appendix371 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/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0409683
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0463399
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt053716
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization's endowment fund is intended to be used for student scholarships.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.61770
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0194931
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt026
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/TotalAssetsBOYAmt01994134
IRS990/TotalAssetsEOYAmt02498147
IRS990/TotalAssetsGrp/BOYAmt01994134
IRS990/TotalAssetsGrp/EOYAmt02498147
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05272
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03451
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0195201
IRS990/TotalFunctionalExpensesGrp/TotalAmt0198652
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0200357
IRS990/TotalLiabilitiesEOYAmt0318777
IRS990/TotalLiabilitiesGrp/BOYAmt0200357
IRS990/TotalLiabilitiesGrp/EOYAmt0318777
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01793777
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02179370
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0195201
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0978
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06250
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01994134
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02498147
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05901 Sunnyfield Rd E
IRS990/USAddress/CityNm0Mound
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd0553648250
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.westonka277foundation.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-05-20 13:21:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Julie J Johnson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09522406207
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-17
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/PreparerFirmGrp/PreparerFirmEIN0411397419
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Abdo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05201 Eden Ave Ste 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Edina
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055436
ReturnHeader/PreparerPersonGrp/PhoneNum09528359090
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven D Anseth CPA
ReturnHeader/ReturnTs02022-01-17T10:25:18-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Julie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Johnson
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,498,147
Liabilities
$318,777
Net assets
$2,179,370
Revenue
$6,250
Expenses
$198,652
Net income
-$192,402
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