Civic Intelligence

Zumbrota-Mazeppa Educational Foundation

990 • Fiscal year 2016 • EIN 41-1975567

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 15, 2017

343 Third Ave NEMazeppa, MN 55956

(507) 843-4194

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

4th percentile

-76%

Higher net margin than 4% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

49th percentile

1.5%

Faster asset growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-17%

Faster revenue growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$781,293

Up $11,589 (+1.5%) from 2015

Net Assets

Up

$781,293

Up $11,589 (+1.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$28,937

Down $5,766 (-17%) from 2015

Expenses

Up

$50,862

Up $26,637 (+110%) from 2015

Net Income

Down

-$21,925

Down $32,403 (-309%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $614,535Liabilities 2010: $3,850Net Assets 2010: $610,6852010Assets 2011: $680,387Liabilities 2011: $7,072Net Assets 2011: $673,3152011Assets 2012: $729,424Liabilities 2012: $0Net Assets 2012: $729,4242012Assets 2013: $780,451Liabilities 2013: $9,654Net Assets 2013: $770,7972013Assets 2014: $1Liabilities 2014: $02014Assets 2015: $769,704Liabilities 2015: $0Net Assets 2015: $769,7042015Assets 2016: $781,293Liabilities 2016: $0Net Assets 2016: $781,2932016Assets 2017: $802,944Liabilities 2017: $0Net Assets 2017: $802,9442017Assets 2018: $764,079Liabilities 2018: $0Net Assets 2018: $764,0792018Assets 2019: $821,398Liabilities 2019: $0Net Assets 2019: $821,3982019Assets 2020: $864,269Liabilities 2020: $0Net Assets 2020: $864,2692020Assets 2021: $912,877Liabilities 2021: $0Net Assets 2021: $912,8772021Assets 2022: $852,880Liabilities 2022: $0Net Assets 2022: $852,8802022Assets 2023: $920,259Liabilities 2023: $0Net Assets 2023: $920,2592023Assets 2024: $914,997Liabilities 2024: $0Net Assets 2024: $914,9972024

Highlighted filing

2016

Assets$781,293
Liabilities$0
Net Assets$781,293

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $28,2852010Expenses 2011: $17,6202011Expenses 2012: $29,7432012Revenue 2013: $40,826Expenses 2013: $37,172Net Income 2013: $3,6542013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $34,703Expenses 2015: $24,225Net Income 2015: $10,4782015Revenue 2016: $28,937Expenses 2016: $50,862Net Income 2016: -$21,9252016Revenue 2017: $29,089Expenses 2017: $42,538Net Income 2017: -$13,4492017Revenue 2018: $74,177Expenses 2018: $32,551Net Income 2018: $41,6262018Revenue 2019: $42,885Expenses 2019: $35,879Net Income 2019: $7,0062019Revenue 2020: $45,044Expenses 2020: $12,931Net Income 2020: $32,1132020Revenue 2021: $47,664Expenses 2021: $30,659Net Income 2021: $17,0052021Revenue 2022: $52,238Expenses 2022: $21,190Net Income 2022: $31,0482022Revenue 2023: $90,428Expenses 2023: $60,831Net Income 2023: $29,5972023Revenue 2024: $83,249Expenses 2024: $106,943Net Income 2024: -$23,6942024

Highlighted filing

2016

Revenue$28,937
Expenses$50,862
Net Income-$21,925
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 15, 2017
Return Version
2016v3.0
Gross Receipts
$28,937
Mission and Program Overview

Mission

Enrich & enhance learning opportunities for students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$373,320$402,760▲ $29,440
Savings and Temporary Cash Investments$364,861$361,310▼ $3,551
Cash and Non-Interest-Bearing Accounts$31,523$17,223▼ $14,300
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$769,704$781,293▲ $11,589
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$523,803$523,803→ $0
Temporarily Rstr Net Assets$135,048$141,880▲ $6,832
Unrestricted Net Assets$110,853$115,610▲ $4,757
Total Net Assets Fund Balance$769,704$781,293▲ $11,589
Total Liabilities and Net Assets / Fund Balance$769,704$781,293▲ $11,589
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$17,738
Program Service Revenue
$0
Investment Income
$11,199
Other Revenue
$0
All Other Contributions
$17,738
Change in Net Assets
$-21,925
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$47,960
Other Expenses$2,902
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$33,960--$33,960
Grants to Domestic Individuals$14,000--$14,000
Fees for Services Accounting-$620-$620
Fees for Services Other-$25-$25
Other Expenses$2,224$20-$20
Office Expenses-$13-$13
Total Functional Expenses$50,184$678$0$50,862
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Zumbrota Mazeppa School DistrictMazeppa, MNSchool-$33,960
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

The organization has a board of directors that are considered the members of the organization.

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

The board of directors elect the officers of the organization.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

A quorum is necessary to conduct business.

Form 990, Part VI, Line 11B: Form 990 Review Process

The treasurer reviewed the Form 990 in July before submittion to the IRS. Also the board approved the return prior to submission. The Form 990 is available at the board meeting following the filing of the return with the IRS.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The governing documents, conflict of interest policy and financial information is available to the public upon request to any director of the organization.

Filing and Contact Details

Filer

Filer Name
Zumbrota Mazeppa Educational Foundation
EIN
41-1975567
Phone
5078434194
Address
343 THIRD AVE NE, MAZEPPA, MN 55956

Signing Officer

Name
James D Wendt
Title
Treasurer
Signed
2017-07-15
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
Mn
Voting Board Members
17
Independent Board Members
0
Employees
0
Volunteers
18

Preparer

Firm
Hemann Grover & Co LTD
Address
404 South Main Street, Zumbrota, MN 55992-1680
Preparer
Leann M Grover
Phone
5077327800
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

Other program services 4: sharon's bench other program services 5: first grade to oxbow park other program services 6: all state band and choir camp other program services 7: funds for families not on lunch program other program services 8: first grade readers other program services 9: 7th & 8th grade choir to valley fair other program services 10: kindergarten guided reading other program services 11: 9th grade retreat other program services 12: other program services 13: high school band:ipad and standdrum standmellophonestubasdewalt drill other program services 14: other program services 15: scholarships to students persuing further education other program services 16: nicaragua trip other program services 17: kindergarten trip to quarry hills other program services 18: close up trip other program services 19: high school maintenance/supplies

Other Changes In Net Assets Or Fund Balances - Other Increases

CLOSED ACCOUNT = $1

Information Made Available to the Public

All meetings are open to the public and posted on the school calendar. Information is available to the public upon request.

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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt011199
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011199
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0373320
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0402760
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0MN
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ENRICH & ENHANCE LEARNING OPPORTUNITIES FOR STUDENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0769704
IRS990/NetAssetsOrFundBalancesEOYAmt0781293
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt033513
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013
IRS990/OfficeExpensesGrp/TotalAmt013
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt01
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0INVESTMENT FEES
IRS990/OtherExpensesGrp/Desc1Postage and Shipping
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020
IRS990/OtherExpensesGrp/ProgramServicesAmt02224
IRS990/OtherExpensesGrp/TotalAmt02224
IRS990/OtherExpensesGrp/TotalAmt120
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0523803
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0523803
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0HIGH SCHOOL BAND:IPAD AND STANDDRUM STANDMELLOPHONESTUBASDEWALT DRILL
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt011149
IRS990/ProgSrvcAccomActy3Grp/Desc0REALCARE BABIES
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05002
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt016469
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt021406
IRS990/PYInvestmentIncomeAmt018234
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02819
IRS990/PYRevenuesLessExpensesAmt010478
IRS990/PYTotalExpensesAmt024225
IRS990/PYTotalRevenueAmt034703
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-21925
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0364861
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0361310
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt017738
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt016469
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt018490
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt023116
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt043371
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0119184
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011199
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt018234
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt020485
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt017226
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017509
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt084653
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0680
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0680
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.58280
IRS990ScheduleA/PublicSupportPY170Pct00.64400
IRS990ScheduleA/PublicSupportTotal170Amt0119184
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt017738
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt016469
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt018490
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt023116
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt043371
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0119184
IRS990ScheduleA/TotalSupportAmt0204517
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt014000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt010
IRS990ScheduleI/RecipientTable/CashGrantAmt033960
IRS990ScheduleI/RecipientTable/IRCSectionDesc0SCHOOL
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ZUMBROTA MAZEPPA SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0411708012
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0343 THIRD AVE N
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MAZEPPA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd055956
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.15$0.00$9.15$0.83$1.07$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.20$0.00$9.20$0.90$0.61$0.30
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.53$0.00$8.53$0.52$0.21$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.13$0.00$9.13$0.48$0.31$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.64$0.00$8.64$0.45$0.13$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.21$0.00$8.21$0.43$0.36$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.64$0.00$7.64$0.74$0.33$0.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.03$0.00$8.03$0.29$0.43$0.13
2016Detailed filing. Detailed filing data is available for this year.$7.81$0.00$7.81$0.29$0.51$0.22
2015Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$0.35$0.24$0.10
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$7.80$0.10$7.71$0.41$0.37$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.29$0.00$7.29$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.80$0.07$6.73$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.15$0.04$6.11$0.28
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $500k-$1M nonprofits