Civic Intelligence

Winterset Community Educational Foundation

990EZ • Fiscal year 2015 • EIN 42-1113061

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 10, 2015

110 West Washington StreetWinterset, IA 50273

(515) 462-2161

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

75th percentile

0.05x

Higher debt load relative to revenue than 75% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

53rd percentile

3.0%

Faster asset growth than 53% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$254,825

Up $7,375 (+3.0%) from 2014

Net Assets

Up

$251,836

Up $8,770 (+3.6%) from 2014

Liabilities

Down

$2,989

Down $1,395 (-32%) from 2014

Revenue

Down

$64,952

Down $9,016 (-12%) from 2014

Expenses

Up

$56,929

Up $12,862 (+29%) from 2014

Net Income

Down

$8,023

Down $21,878 (-73%) from 2014

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $236,624Liabilities 2012: $02012Assets 2013: $219,479Liabilities 2013: $8,913Net Assets 2013: $210,5662013Assets 2014: $247,450Liabilities 2014: $4,384Net Assets 2014: $243,0662014Assets 2015: $254,825Liabilities 2015: $2,989Net Assets 2015: $251,8362015Assets 2016: $329,524Liabilities 2016: $15,186Net Assets 2016: $314,3382016Assets 2018: $582,032Liabilities 2018: $9,000Net Assets 2018: $573,0322018Assets 2019: $618,324Liabilities 2019: $115,439Net Assets 2019: $502,8852019Assets 2020: $596,245Liabilities 2020: $6,218Net Assets 2020: $590,0272020Assets 2021: $733,078Liabilities 2021: $2,926Net Assets 2021: $730,1522021Assets 2022: $675,407Liabilities 2022: $0Net Assets 2022: $675,4072022Assets 2023: $664,586Liabilities 2023: $0Net Assets 2023: $664,5862023Assets 2024: $680,892Liabilities 2024: $0Net Assets 2024: $680,8922024Assets 2025: $756,353Liabilities 2025: $0Net Assets 2025: $756,3532025

Highlighted filing

2015

Assets$254,825
Liabilities$2,989
Net Assets$251,836

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $63,876Expenses 2012: $89,336Net Income 2012: -$25,4602012Revenue 2013: $55,320Expenses 2013: $74,163Net Income 2013: -$18,8432013Revenue 2014: $73,968Expenses 2014: $44,067Net Income 2014: $29,9012014Revenue 2015: $64,952Expenses 2015: $56,929Net Income 2015: $8,0232015Revenue 2016: $122,245Expenses 2016: $67,029Net Income 2016: $55,2162016Revenue 2018: $286,296Expenses 2018: $43,546Net Income 2018: $242,7502018Revenue 2019: $70,820Expenses 2019: $147,948Net Income 2019: -$77,1282019Revenue 2020: $127,385Expenses 2020: $29,253Net Income 2020: $98,1322020Revenue 2021: $131,845Expenses 2021: $22,709Net Income 2021: $109,1362021Revenue 2022: $51,739Expenses 2022: $31,937Net Income 2022: $19,8022022Revenue 2023: $68,196Expenses 2023: $72,026Net Income 2023: -$3,8302023Revenue 2024: $47,044Expenses 2024: $61,308Net Income 2024: -$14,2642024Revenue 2025: $91,918Expenses 2025: $51,632Net Income 2025: $40,2862025

Highlighted filing

2015

Revenue$64,952
Expenses$56,929
Net Income$8,023
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 10, 2015
Return Version
2014v5.0
Gross Receipts
$64,952
Mission and Program Overview

Mission

To provide enrichment programs and other enhancements for winterset schools.

To provide enrichment programs and other enhancements for winterset schools

Program Services

DescriptionGrantsExpenses
MINI GRANTS WERE PAID AND COMMITTED TO THE WINTERSET SCHOOLS FOR VARIOUS FIELD TRIPS AND PROJECTS$35,775$35,775
EVENTS TO ELICIT FINANCIAL AND VOLUNTEER SUPPORT OF ALUMNI TO SUPPORT THE SCHOOL SYSTEM.$0$11,455
NEWSLETTERS WERE SENT TO CONTRIBUTORS AND TO ALUMNI OF THE SCHOOL SYSTEM TO ELICIT THEIR FINANCIAL AND VOLUNTEER SUPPORT FOR THE SCHOOL SYSTEM.$0$5,310
PROVIDE SCHOLARSHIPS TO STUDENTS IN THE WINTERSET COMMUNITY SCHOOL DISTRICT$4,000$4,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MRS AMY NOLANTrustee-$0--
MRS PEGGY BAURPresident-$0--
MR DUANE GORDONTreasurer-$0--
MRS LINDA JOHNSONSecretary-$0--
MRS CLARICE BLANCHARDVice President-$0--
MRS LINDA DARLINGTrustee-$0--
MR MARK HOLLINGSWORTHTrustee-$0--
MRS KRISTIN MYLITrustee-$0--
MRS LORI RYNERTrustee-$0--
MR JEFF OLSONTrustee-$0--
MR JIM OLSONTrustee-$0--
MR ALAN FEIRERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Winterset Community Educational Foundation
EIN
42-1113061
Phone
5154622161
Address
110 WEST WASHINGTON STREET, WINTERSET, IA 50273

Signing Officer

Name
Peggy Baur
Title
Officer
Phone
5154622161
Signed
2015-11-10

Preparer

Firm
Mcgowen Hurst Clark & Smith Pc
Address
PO BOX 312, WINTERSET, IA 50273
Preparer
S James Smith
Phone
5154621882
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investment income. Amount: 10,487.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: mini-grants. Grantee name: winterset community school district. Grantee address: 224 west highway 92 winterset, ia 50273. Date of gift: various. Amount given: 35,775.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarships. Grantee name: winterset community school district. Grantee address: 224 west highway 92 winterset, ia 50273. Date of gift: various. Amount given: 4,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: donations. Grantee name: winterset community school district. Grantee address: 224 west highway 92 winterset, ia 50273. Amount given: 75. Total included on form 990-ez, line 10: 39,850.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 314.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: advertising. Amount: 235. Description: supplies. Amount: 169. Description: contract labor. Amount: 4,602. Description: professional fees. Amount: 800. Description: internet. Amount: 240. Description: chamber dues. Amount: 82. Description: alumni events. Amount: 4,081. Description: miscellaneous expenses. Amount: 1,246. Total to form 990-ez, line 16: 11,455.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain on investments. Amount: 747.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other depreciable assets. Beg. Of year amount: 653. End of year amount: 340.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: mini grants payable. Beg. Of year amount: 4,384. End of year amount: 2,989.

Raw XML Appendix233 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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IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ENRICHMENT PROGRAMS AND OTHER ENHANCEMENTS FOR WINTERSET SCHOOLS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MINI GRANTS WERE PAID AND COMMITTED TO THE WINTERSET SCHOOLS FOR VARIOUS FIELD TRIPS AND PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1NEWSLETTERS WERE SENT TO CONTRIBUTORS AND TO ALUMNI OF THE SCHOOL SYSTEM TO ELICIT THEIR FINANCIAL AND VOLUNTEER SUPPORT FOR THE SCHOOL SYSTEM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2EVENTS TO ELICIT FINANCIAL AND VOLUNTEER SUPPORT OF ALUMNI TO SUPPORT THE SCHOOL SYSTEM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3PROVIDE SCHOLARSHIPS TO STUDENTS IN THE WINTERSET COMMUNITY SCHOOL DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt035775
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 10,487.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: MINI-GRANTS. GRANTEE NAME: WINTERSET COMMUNITY SCHOOL DISTRICT. GRANTEE ADDRESS: 224 WEST HIGHWAY 92 WINTERSET, IA 50273. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 35,775.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: WINTERSET COMMUNITY SCHOOL DISTRICT. GRANTEE ADDRESS: 224 WEST HIGHWAY 92 WINTERSET, IA 50273. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 4,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: DONATIONS. GRANTEE NAME: WINTERSET COMMUNITY SCHOOL DISTRICT. GRANTEE ADDRESS: 224 WEST HIGHWAY 92 WINTERSET, IA 50273. AMOUNT GIVEN: 75. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 39,850.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: DEPRECIATION. AMOUNT: 314.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: ADVERTISING. AMOUNT: 235. DESCRIPTION: SUPPLIES. AMOUNT: 169. DESCRIPTION: CONTRACT LABOR. AMOUNT: 4,602. DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 800. DESCRIPTION: INTERNET. AMOUNT: 240. DESCRIPTION: CHAMBER DUES. AMOUNT: 82. DESCRIPTION: ALUMNI EVENTS. AMOUNT: 4,081. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 1,246. TOTAL TO FORM 990-EZ, LINE 16: 11,455.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 747.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 653. END OF YEAR AMOUNT: 340.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DESCRIPTION: MINI GRANTS PAYABLE. BEG. OF YEAR AMOUNT: 4,384. END OF YEAR AMOUNT: 2,989.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PEGGY BAUR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05154622161
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINTERSET COMMUNITY EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WINT
ReturnHeader/Filer/EIN0421113061
ReturnHeader/Filer/PhoneNum05154622161
ReturnHeader/Filer/USAddress/AddressLine1Txt0110 WEST WASHINGTON STREET
ReturnHeader/Filer/USAddress/CityNm0WINTERSET
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050273
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421104473
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCGOWEN HURST CLARK & SMITH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 312
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINTERSET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050273
ReturnHeader/PreparerPersonGrp/PhoneNum05154621882
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0S JAMES SMITH
ReturnHeader/ReturnTs02015-11-10T09:27:49-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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