Civic Intelligence

Owatonna Foundation Inc

EIN 41-6038547 • 501(c)3 • Owatonna, MN

Profile

To provide money grants to non-profit agencies located in steele county to acquire property & equipment and to provide scholarships to local high school students.

108 W Park SquareOwatonna, MN 55060

www.owatonnafoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

22nd percentile

0.02x

Higher debt load relative to assets than 22% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.28x

Higher debt load relative to revenue than 56% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

18th percentile

$68,600

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

20%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$11,232,066

Up $1,115,145 (+11%) from 2023

Liabilities

Up

$258,276

Up $183,037 (+243%) from 2023

Net Assets

Up

$10,973,790

Up $932,108 (+9.3%) from 2023

Operations
Liabilities / Revenue56th percentileNet Margin85th percentile

Revenue

Up

$916,828

Up $155,449 (+20%) from 2023

Expenses

Up

$559,000

Up $80,358 (+17%) from 2023

Net Income

Up

$357,828

Up $75,091 (+27%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2009: $4,682,641Liabilities 2009: $0Net Assets 2009: $4,682,6412009Assets 2011: $3,460,187Liabilities 2011: $0Net Assets 2011: $3,460,1872011Assets 2012: $3,570,746Liabilities 2012: $0Net Assets 2012: $3,570,7462012Assets 2013: $4,157,173Liabilities 2013: $527Net Assets 2013: $4,156,6462013Assets 2014: $4,531,451Liabilities 2014: $2,767Net Assets 2014: $4,528,6842014Assets 2015: $4,725,895Liabilities 2015: $184,533Net Assets 2015: $4,541,3622015Assets 2016: $5,038,420Liabilities 2016: $90,958Net Assets 2016: $4,947,4622016Assets 2017: $5,931,096Liabilities 2017: $52,921Net Assets 2017: $5,878,1752017Assets 2018: $5,929,647Liabilities 2018: $67,929Net Assets 2018: $5,861,7182018Assets 2019: $7,172,801Liabilities 2019: $173,345Net Assets 2019: $6,999,4562019Assets 2020: $8,457,831Liabilities 2020: $399,642Net Assets 2020: $8,058,1892020Assets 2021: $10,156,678Liabilities 2021: $403,525Net Assets 2021: $9,753,1532021Assets 2022: $8,946,592Liabilities 2022: $210,745Net Assets 2022: $8,735,8472022Assets 2023: $10,116,921Liabilities 2023: $75,239Net Assets 2023: $10,041,6822023Assets 2024: $11,232,066Liabilities 2024: $258,276Net Assets 2024: $10,973,7902024

Highlighted filing

2024

Assets$11,232,066
Liabilities$258,276
Net Assets$10,973,790
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2009: $21,284Expenses 2009: $1,035,528Net Income 2009: -$1,014,2442009Revenue 2011: $510,240Expenses 2011: $1,635,394Net Income 2011: -$1,125,1542011Revenue 2012: $359,177Expenses 2012: $468,545Net Income 2012: -$109,3682012Revenue 2013: $794,599Expenses 2013: $286,877Net Income 2013: $507,7222013Revenue 2014: $665,328Expenses 2014: $249,009Net Income 2014: $416,3192014Revenue 2015: $545,461Expenses 2015: $268,359Net Income 2015: $277,1022015Revenue 2016: $359,115Expenses 2016: $286,857Net Income 2016: $72,2582016Revenue 2017: $663,646Expenses 2017: $241,966Net Income 2017: $421,6802017Revenue 2018: $802,506Expenses 2018: $294,788Net Income 2018: $507,7182018Revenue 2019: $803,624Expenses 2019: $281,220Net Income 2019: $522,4042019Revenue 2020: $1,519,222Expenses 2020: $574,555Net Income 2020: $944,6672020Revenue 2021: $1,553,980Expenses 2021: $501,399Net Income 2021: $1,052,5812021Revenue 2022: $562,340Expenses 2022: $311,423Net Income 2022: $250,9172022Revenue 2023: $761,379Expenses 2023: $478,642Net Income 2023: $282,7372023Revenue 2024: $916,828Expenses 2024: $559,000Net Income 2024: $357,8282024

Highlighted filing

2024

Revenue$916,828
Expenses$559,000
Net Income$357,828
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$11,232,066
Liabilities
$258,276
Net assets
$10,973,790
Revenue
$916,828
Expenses
$559,000
Net income
$357,828
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$0.26$11.0$0.92$0.56$0.36
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.08$10.0$0.76$0.48$0.28
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.95$0.21$8.74$0.56$0.31$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.40$9.75$1.55$0.50$1.05
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.46$0.40$8.06$1.52$0.57$0.94
2019Summary only. Only limited summary data is available for this year.$7.17$0.17$7.00$0.80$0.28$0.52
2018Summary only. Only limited summary data is available for this year.$5.93$0.07$5.86$0.80$0.29$0.51
2017Summary only. Only limited summary data is available for this year.$5.93$0.05$5.88$0.66$0.24$0.42
2016Summary only. Only limited summary data is available for this year.$5.04$0.09$4.95$0.36$0.29$0.07
2015Summary only. Only limited summary data is available for this year.$4.73$0.18$4.54$0.55$0.27$0.28
2014Summary only. Only limited summary data is available for this year.$4.53$0.00$4.53$0.67$0.25$0.42
2013Summary only. Only limited summary data is available for this year.$4.16$0.00$4.16$0.79$0.29$0.51
2012Summary only. Only limited summary data is available for this year.$3.57$0.00$3.57$0.36$0.47$0.11
2011Summary only. Only limited summary data is available for this year.$3.46$0.00$3.46$0.51$1.64$1.13
2009Summary only. Only limited summary data is available for this year.$4.68$0.00$4.68$0.02$1.04$1.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 5, 2025
Return Version
2024v5.0
Gross Receipts
$2,466,722
Mission and Program Overview

Mission

To provide money grants to non-profit agencies located in steele county to acquire property & equipment and to provide scholarships to local high school students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,681,209$10,726,306▲ $1,045,097
Savings and Temporary Cash Investments$211,345$239,759▲ $28,414
Total Assets$10,116,921$11,232,066▲ $1,115,145
Other Assets Total$224,367$266,001▲ $41,634
Liabilities
Grants Payable$72,620$256,000▲ $183,380
Accounts Payable and Accrued Expenses$2,619$2,276▼ $343
Total Liabilities$75,239$258,276▲ $183,037
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,569,614$9,430,109▲ $860,495
Net Assets With Donor Restrictions$1,472,068$1,543,681▲ $71,613
Total Net Assets Fund Balance$10,041,682$10,973,790▲ $932,108
Total Liabilities and Net Assets / Fund Balance$10,116,921$11,232,066▲ $1,115,145

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,266,856-▲ $135,358$106,846$1,295,368
2023$1,234,687-▲ $169,242$137,073$1,266,856
2022$1,272,115$137,543▼ $174,971-$1,234,687
2021$1,242,857-▲ $149,734$120,476$1,272,115
2020$1,228,962-▲ $74,588$60,693$1,242,857
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sara MckayExecutive SeFT$68,600$68,600

Board Members and Trustees

NameTitle
Dave RamseyPresident
Bob HeersTrustee
Bob WottrengTrustee
Brandon WayneTrustee
Brian BunkersTrustee
Carol NelsonTrustee
Cathy MartinTrustee
Chadwick LangeTrustee
Cheryl MegerTrustee
David EinhausTrustee
David SeykoraTrustee
Dean VelzkeTrustee
Deb GillardTrustee
Dennis Von RudenTrustee
Jim ThonTrustee
Josh MeillierTrustee
Kim CosensTrustee
Lisa HylandTrustee
Michael JensenTrustee
Nancy KellerTrustee
Todd HaleTrustee
Todd TroutTrustee
Wes KainTrustee
Thomas DufresnePast Preside
Andy MichaletzSecretary-tr
Gregg DraegerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$395,756
Program Service Revenue
$0
Investment Income
$521,072
Other Revenue
$0
All Other Contributions
$395,756
Change in Net Assets
$357,828

Audited Revenue Reconciliation

Revenue per Audited Statements
$916,828
Total Revenue per Audited Statements
$916,828
Total Revenue per Form 990
$916,828
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$393,058
Other Expenses$92,095
Salaries, Compensation, and Employee Benefits$73,847
Total Fundraising Expense$32,130
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$365,058--$365,058
Current Officers, Directors, Trustees, and Key Employees$12,776$35,244$20,580$68,600
Advertising$6,295$18,466$9,043$33,804
Grants to Domestic Individuals$28,000--$28,000
Office Expenses$2,498$9,988$933$13,419
Insurance$7,410$81-$7,491
Occupancy$1,006$4,394-$5,400
Payroll Taxes$977$2,696$1,574$5,247
Conferences and Meetings$370$1,620-$1,990
Other Expenses$370$1,615-$1,985
All Other Expenses$350$1,530-$1,880
Total Functional Expenses$439,538$87,332$32,130$559,000

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$559,000
Total Expenses per Audited Statements$559,000
Total Expenses per Form 990$559,000
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Steele County Humane SocietyOwatonna, MN501c3Shelter$100,000
Steele CountyOwatonna, MNGovIce Resurfacer$75,000
Owatonna Gun ClubEllendale, MN501c3Storage Shed$60,000
Owatonna Business & Dev CenterOwatonna, MN501c3Facility Upgrades$30,000
Steele County Free FairOwatonna, MN501c3Building$22,500
City of OwatonnaOwatonna, MNGovTechnology Upgrades$20,000
Exchange Club Center for Family UniOwatonna, MN501c3Windows$20,000
Owatonna Eagles Club 1791Owatonna, MN501c3Door Actuators$20,000
Owatonna Police DepartmentOwatonna, MNGovSchool Zone Safety$9,058
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
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“It is reviewed and approved by the signing of the return and subsequent filing.”

Form 990, Page 6, Part VI, Line 12C

“The organization reviews the disclosures annually. The organization will review any conflict that comes to their attention to make sure it is in the best interest of the organization.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Owatonna Foundation Inc
EIN
41-6038547
Phone
5074552995
Address
108 W PARK SQUARE, OWATONNA, MN 55060

Signing Officer

Name
Andy Michaletz
Title
Secretary-treasurer
Phone
5074552995
Signed
2025-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Ramsey
Formed
1957
Legal Domicile
Mn
Voting Board Members
26
Independent Board Members
26
Employees
1
Volunteers
20

Preparer

Firm
Struss Cpas Pc
Address
2055 4TH AVENUE SE, OWATONNA, MN 55060
Preparer
Sarah M Struss
Phone
5074510611
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The endowment funds were established to provide scholarships to local high school or post secondary students and to promote community betterment.”

Raw XML AppendixShowing 400 of 616 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.

Path#Value
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IRS990/ActivityOrMissionDesc0TO PROVIDE MONEY GRANTS TO NON-PROFIT AGENCIES LOCATED IN STEELE COUNTY TO ACQUIRE PROPERTY & EQUIPMENT AND TO PROVIDE SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS.
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IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE SE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt24PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt25SECRETARY-TR
IRS990/Form990PartVIISectionAGrp/TitleTxt26PRESIDENT
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03720
IRS990ScheduleA/PublicSupportCY170Pct00.75670

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