Civic Intelligence

Okoboji Community School Foundation

EIN 42-1463737 • 501(c)3 • Milford, IA

Profile

To enhance the facilities, services, and resources of the Okoboji Comm. School District and to provide broader educational opportunities to its students, staff, and residents of the district it serves.

PO Box 147Milford, IA 51351

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

66th percentile

8.1%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

30%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$396,653

Up $29,764 (+8.1%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$396,653

Up $29,764 (+8.1%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin71st percentile

Revenue

Up

$52,074

Up $12,015 (+30%) from 2023

Expenses

Down

$43,557

Down $5,191 (-11%) from 2023

Net Income

Up

$8,517

Up $17,206 (+198%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$400K$300K$200K$100K$0Assets 2011: $256,414Liabilities 2011: $02011Assets 2012: $256,299Liabilities 2012: $02012Assets 2013: $249,525Liabilities 2013: $02013Assets 2014: $246,871Liabilities 2014: $02014Assets 2015: $244,218Liabilities 2015: $02015Assets 2016: $247,514Liabilities 2016: $02016Assets 2017: $270,219Liabilities 2017: $02017Assets 2018: $252,276Liabilities 2018: $02018Assets 2019: $317,085Liabilities 2019: $02019Assets 2020: $339,408Liabilities 2020: $02020Assets 2021: $373,878Net Assets 2021: $373,8782021Assets 2022: $348,660Net Assets 2022: $348,6602022Assets 2023: $366,889Net Assets 2023: $366,8892023Assets 2024: $396,653Net Assets 2024: $396,6532024

Highlighted filing

2024

Assets$396,653
Liabilities-
Net Assets$396,653
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

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

$100K$50K$0-$50KRevenue 2011: $9,419Expenses 2011: $10,750Net Income 2011: -$1,3312011Revenue 2012: $12,919Expenses 2012: $13,605Net Income 2012: -$6862012Revenue 2013: $12,940Expenses 2013: $19,159Net Income 2013: -$6,2192013Revenue 2014: $12,684Expenses 2014: $16,132Net Income 2014: -$3,4482014Revenue 2015: $13,751Expenses 2015: $15,617Net Income 2015: -$1,8662015Revenue 2016: $19,801Expenses 2016: $16,183Net Income 2016: $3,6182016Revenue 2017: $34,752Expenses 2017: $38,124Net Income 2017: -$3,3722017Revenue 2018: $33,455Expenses 2018: $38,218Net Income 2018: -$4,7632018Revenue 2019: $80,582Expenses 2019: $46,510Net Income 2019: $34,0722019Revenue 2020: $57,289Expenses 2020: $56,504Net Income 2020: $7852020Revenue 2021: $40,323Expenses 2021: $34,013Net Income 2021: $6,3102021Revenue 2022: $46,306Expenses 2022: $37,852Net Income 2022: $8,4542022Revenue 2023: $40,059Expenses 2023: $48,748Net Income 2023: -$8,6892023Revenue 2024: $52,074Expenses 2024: $43,557Net Income 2024: $8,5172024

Highlighted filing

2024

Revenue$52,074
Expenses$43,557
Net Income$8,517
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$396,653
Liabilities
-
Net assets
$396,653
Revenue
$52,074
Expenses
$43,557
Net income
$8,517
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.97$3.97$0.52$0.44$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.67$3.67$0.40$0.49$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.49$3.49$0.46$0.38$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.74$3.74$0.40$0.34$0.06
2020Summary only. Only limited summary data is available for this year.$3.39$0.00$0.57$0.57$0.01
2019Summary only. Only limited summary data is available for this year.$3.17$0.00$0.81$0.47$0.34
2018Summary only. Only limited summary data is available for this year.$2.52$0.00$0.33$0.38$0.05
2017Summary only. Only limited summary data is available for this year.$2.70$0.00$0.35$0.38$0.03
2016Summary only. Only limited summary data is available for this year.$2.48$0.00$0.20$0.16$0.04
2015Summary only. Only limited summary data is available for this year.$2.44$0.00$0.14$0.16$0.02
2014Summary only. Only limited summary data is available for this year.$2.47$0.00$0.13$0.16$0.03
2013Summary only. Only limited summary data is available for this year.$2.50$0.00$0.13$0.19$0.06
2012Summary only. Only limited summary data is available for this year.$2.56$0.00$0.13$0.14$0.01
2011Summary only. Only limited summary data is available for this year.$2.56$0.00$0.09$0.11$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Gross Receipts
$52,139
Mission and Program Overview

Mission

To enhance the facilities, services, and resources of the Okoboji Comm. School District and to provide broader educational opportunities to its students, staff, and residents of the district it serves.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS TO OKOBOJI HIGH SCHOOL GRADUATES TO ENCOURAGE AND ENRICH THEIR POST-SECONDARY EDUCATION-$35,500
SPECIAL PROJECTS IN STEM, ARTS AND MUSIC FOR ALL GRADES-$5,504
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEITH WURTZPresident-$0--
SUSAN RICHTERDirector-$0--
BRAD SIMINGTONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Okoboji Community School Foundation
EIN
42-1463737
Phone
7123384757
Address
PO BOX 147, MILFORD, IA 51351

Signing Officer

Name
Brad Simington
Title
Treasurer
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Winther Stave & Co Llp
Address
1316 W 18TH ST PO BOX 175, SPENCER, IA 51301
Preparer
Mary Jo Smith
Phone
7122623117
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: MULTIPLE SPECIAL PROJECTS/FIELD TRIPS | Cash Amount Given: $5504”

Grants and Similar Amounts Paid In Excess of $5,000.4

“| Donee's Name: 12 SCHOLARSHIPS @ $1,000 | Cash Amount Given: $12000”

Grants and Similar Amounts Paid In Excess of $5,000.5

“| Donee's Name: 4 SCHOLARSHIPS @ $2,500 | Cash Amount Given: $10000”

Grants and Similar Amounts Paid In Excess of $5,000.6

“| Donee's Name: 5 SCHOLARSHIPS @ $1,500 | Cash Amount Given: $7500”

Raw XML Appendix168 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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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07885
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEITH WURTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUSAN RICHTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRAD SIMINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt021247
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To enhance the facilities, services, and resources of the Okoboji Comm. School District and to provide broader educational opportunities to its students, staff, and residents of the district it serves.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS TO OKOBOJI HIGH SCHOOL GRADUATES TO ENCOURAGE AND ENRICH THEIR POST-SECONDARY EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SPECIAL PROJECTS IN STEM, ARTS AND MUSIC FOR ALL GRADES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15504
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt065
IRS990EZ/SpecialEventsNetIncomeLossAmt0-65
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt043557
IRS990EZ/TotalProgramServiceExpensesAmt041004
IRS990EZ/TotalRevenueAmt052074
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt044254
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt032059
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt040437
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt033600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt055820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0206170
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt026523
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010706
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IRS990ScheduleA/InvestmentIncomeCYPct00.11400
IRS990ScheduleA/InvestmentIncomePYPct00.06660
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.88600
IRS990ScheduleA/PublicSupportPY509Pct00.93340
IRS990ScheduleA/PublicSupportTotal509Amt0206170
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0232693
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: MULTIPLE SPECIAL PROJECTS/FIELD TRIPS | Cash Amount Given: $5504
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: 12 SCHOLARSHIPS @ $1,000 | Cash Amount Given: $12000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: 4 SCHOLARSHIPS @ $2,500 | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Donee's Name: 5 SCHOLARSHIPS @ $1,500 | Cash Amount Given: $7500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Grants and Similar Amounts Paid In Excess of $5,000.6
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRAD SIMINGTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKOBOJI COMMUNITY SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OKOB
ReturnHeader/Filer/EIN0421463737
ReturnHeader/Filer/PhoneNum07123384757
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 147
ReturnHeader/Filer/USAddress/CityNm0MILFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051351
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421173624
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINTHER STAVE & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01316 W 18TH ST PO BOX 175
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPENCER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051301
ReturnHeader/PreparerPersonGrp/PhoneNum07122623117
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY JO SMITH
ReturnHeader/ReturnTs02025-05-08T14:43:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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