Civic Intelligence

Winneshiek Medical Center Foundation

990 • Fiscal year 2017 • EIN 42-1237298

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

Refreshing map…

901 MontgomeryDecorah, IA 52101

(563) 387-3037

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

4th percentile

-78%

Higher net margin than 4% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

15th percentile

-7.4%

Faster asset growth than 15% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-60%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$1,305,116

Down $104,031 (-7.4%) from 2016

Net Assets

Down

$1,305,116

Down $104,031 (-7.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$228,117

Down $335,614 (-60%) from 2016

Expenses

Up

$405,962

Up $326,603 (+412%) from 2016

Net Income

Down

-$177,845

Down $662,217 (-137%) from 2016

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $516,111Liabilities 2012: $0Net Assets 2012: $516,1112012Assets 2013: $690,515Liabilities 2013: $0Net Assets 2013: $690,5152013Assets 2014: $528,673Liabilities 2014: $0Net Assets 2014: $528,6732014Assets 2015: $446,118Liabilities 2015: $0Net Assets 2015: $446,1182015Assets 2016: $1,409,147Liabilities 2016: $0Net Assets 2016: $1,409,1472016Assets 2017: $1,305,116Liabilities 2017: $0Net Assets 2017: $1,305,1162017Assets 2018: $1,297,954Liabilities 2018: $0Net Assets 2018: $1,297,9542018Assets 2019: $1,343,569Liabilities 2019: $0Net Assets 2019: $1,343,5692019Assets 2020: $1,526,448Liabilities 2020: $0Net Assets 2020: $1,526,4482020Assets 2021: $2,232,717Liabilities 2021: $0Net Assets 2021: $2,232,7172021Assets 2022: $2,476,454Liabilities 2022: $0Net Assets 2022: $2,476,4542022Assets 2023: $2,398,119Liabilities 2023: $0Net Assets 2023: $2,398,1192023Assets 2024: $3,183,304Liabilities 2024: $0Net Assets 2024: $3,183,3042024

Highlighted filing

2017

Assets$1,305,116
Liabilities$0
Net Assets$1,305,116

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2012: $122,188Expenses 2012: $149,544Net Income 2012: -$27,3562012Expenses 2013: $173,9742013Revenue 2014: $191,676Expenses 2014: $110,123Net Income 2014: $81,5532014Revenue 2015: $134,756Expenses 2015: $159,226Net Income 2015: -$24,4702015Revenue 2016: $563,731Expenses 2016: $79,359Net Income 2016: $484,3722016Revenue 2017: $228,117Expenses 2017: $405,962Net Income 2017: -$177,8452017Revenue 2018: $118,671Expenses 2018: $178,391Net Income 2018: -$59,7202018Revenue 2019: $166,053Expenses 2019: $144,631Net Income 2019: $21,4222019Revenue 2020: $269,785Expenses 2020: $83,497Net Income 2020: $186,2882020Revenue 2021: $651,525Expenses 2021: $158,045Net Income 2021: $493,4802021Revenue 2022: $699,188Expenses 2022: $321,593Net Income 2022: $377,5952022Revenue 2023: $541,779Expenses 2023: $647,611Net Income 2023: -$105,8322023Revenue 2024: $841,127Expenses 2024: $111,708Net Income 2024: $729,4192024

Highlighted filing

2017

Revenue$228,117
Expenses$405,962
Net Income-$177,845
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$228,117
Mission and Program Overview

Mission

To receive contributions for capital expenditures not available through budget process.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$722,981$545,136▼ $177,845
Land, Buildings, and Equipment, Net$38,833$38,833→ $0
Cash and Non-Interest-Bearing Accounts$44$44→ $0
Total Assets$1,409,147$1,305,116▼ $104,031
Other Assets Total$647,289$721,103▲ $73,814
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$627,579$699,145▲ $71,566
Unrestricted Net Assets$761,751$583,906▼ $177,845
Permanently Rstr Net Assets$19,817$22,065▲ $2,248
Total Net Assets Fund Balance$1,409,147$1,305,116▼ $104,031
Total Liabilities and Net Assets / Fund Balance$1,409,147$1,305,116▼ $104,031

Asset Categories

AssetBook ValueDepreciationBasis
Land$38,833-$38,833
Other Assets Org$21,958--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$647,576$81,630▼ $287$7,816$721,103
2015$107$647,469--$647,576
2014$8,190-▼ $264$7,819$107
2013$8,167-▲ $23-$8,190
2012$8,255-▲ $32$120$8,167
Compensation and Service Providers

Board Members and Trustees

NameTitle
John NoelPresident
Amy BrueningDirector
Bradley OrvisDirector
Chris MillerDirector
Chris RedenisDirector
Dan RyanDirector
Heidi Miller-olingerDirector
Jerry SamuelsonDirector
Keri BodensteinerDirector
Marcia GullicksonDirector
Wendy Mihm-heroldDirector
Dan FretheimSecretary/tr
Dawn MuhlbauerVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$227,848
Program Service Revenue
$0
Investment Income
$269
Other Revenue
$0
All Other Contributions
$227,848
Change in Net Assets
$-177,845
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$367,724
Other Expenses$38,238
Total Fundraising Expense$11,544
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$367,724--$367,724
Fees for Services Accounting$11,372$11,208$5,088$27,668
Advertising--$4,417$4,417
Office Expenses-$2,090$2,039$4,129
Other Expenses-$1,373-$1,373
Conferences and Meetings$651--$651
Total Functional Expenses$379,747$14,671$11,544$405,962
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Winneshiek Medical CtrDecorah, IA-Clinic and Misc$367,724
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 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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

The chief administrative officer of winneshiek medical center shall serve as an ex-officio nonvoting member of the board.

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

The board will review the form 990 prior to the board president's signature and filing of the return.

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

Annually, all board members receive a copy of the conflict of interest policy. They submit a signed and dated form that affirms that they have read, understand, and agree to the standards set forth in the policy.

Form 990, Page 6, Part VI, Line 19

Documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Winneshiek Medical Center
EIN
42-1237298
Phone
5633873037
Address
901 MONTGOMERY, DECORAH, IA 52101

Signing Officer

Name
John Noel
Title
President
Phone
5633873037
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Noel
Formed
1984
Legal Domicile
Ia
Voting Board Members
13
Independent Board Members
13
Employees
0

Preparer

Firm
Hacker Nelson & Co Pc
Address
PO BOX 507, DECORAH, IA 52101
Preparer
Neil W Schraeder
Phone
5633823637
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

To record assets held at community foundation 73,814

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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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IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0WINNESHIEK MEDICAL CENTER FOUNDATION PURCHASES MEDICAL EQUIPMENT FOR WINNESHIEK MEDICAL CENTER. IT ALSO ASSISTS WITH EDUCATION AND SUPPORT GROUPS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1WINNESHIEK MEDICAL CENTER FOUNDATION IS TO RECEIVE CONTRIBUTIONS FOR CAPITAL EXPENDITURES NOT AVAILABLE THROUGH LOCAL TAXES AND BUDGET PROCESS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2B
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0367557
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0WINNESHIEK MEDICAL CENTER
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IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0367557
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0647576
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt081630
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0721103
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-287
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt07816
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0107
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0647469
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0647576
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08190
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0107
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-264
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt07819
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt08167
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08190
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08255
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt08167
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt032
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0120
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/LandGrp/BookValueAmt038833
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt038833
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0699145
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt121958
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0QUASI ENDOWMENT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ENDOWMENT FUND
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.03050
IRS990ScheduleD/TotalBookValueLandBuildingsAmt038833
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0721103
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0367724
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CLINIC AND MISC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WINNESHIEK MEDICAL CTR
IRS990ScheduleI/RecipientTable/RecipientEIN0420680467
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0901 MONTGOMERY ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DECORAH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd052101
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CHIEF ADMINISTRATIVE OFFICER OF WINNESHIEK MEDICAL CENTER SHALL SERVE AS AN EX-OFFICIO NONVOTING MEMBER OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD WILL REVIEW THE FORM 990 PRIOR TO THE BOARD PRESIDENT'S SIGNATURE AND FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY, ALL BOARD MEMBERS RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY. THEY SUBMIT A SIGNED AND DATED FORM THAT AFFIRMS THAT THEY HAVE READ, UNDERSTAND, AND AGREE TO THE STANDARDS SET FORTH IN THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO RECORD ASSETS HELD AT COMMUNITY FOUNDATION 73,814
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0627579
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0699145
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01409147
IRS990/TotalAssetsEOYAmt01305116
IRS990/TotalAssetsGrp/BOYAmt01409147
IRS990/TotalAssetsGrp/EOYAmt01305116
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0227848
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt011544
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014671
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0379747
IRS990/TotalFunctionalExpensesGrp/TotalAmt0405962
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01409147
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01305116
IRS990/TotalProgramServiceExpensesAmt0379747
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0269
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0228117
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01409147
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01305116
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0761751
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0583906
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0901 MONTGOMERY
IRS990/USAddress/CityNm0DECORAH
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052101
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.WINMEDICAL.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN NOEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05633873037
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINNESHIEK MEDICAL CENTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.18$0.00$3.18$0.84$0.11$0.73
2023Summary only. Only limited summary data is available for this year.$2.40$0.00$2.40$0.54$0.65$0.11
2022Summary only. Only limited summary data is available for this year.$2.48$0.00$2.48$0.70$0.32$0.38
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.00$2.23$0.65$0.16$0.49
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.27$0.08$0.19
2019Summary only. Only limited summary data is available for this year.$1.34$0.00$1.34$0.17$0.14$0.02
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$0.12$0.18$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.23$0.41$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.56$0.08$0.48
2015Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.13$0.16$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.19$0.11$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$0.17
2012Summary only. Only limited summary data is available for this year.$0.52$0.00$0.52$0.12$0.15$0.03
Peer Organizations

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