Civic Intelligence

Live Well Winona

990EZ • Fiscal year 2013 • EIN 45-3913124

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 25, 2014

619 Huff StWinona, MN 55987

(507) 474-9825

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2012 to 2013

Revenue Growth

65th percentile

13%

Faster revenue growth than 65% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$34,923

Up $34,923 from 2012

Net Assets

Up

$34,923

Up $34,923 from 2012

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$185,422

Up $21,383 (+13%) from 2012

Expenses

Down

$163,131

Down $908 (-0.6%) from 2012

Net Income

Up

$22,291

Up $22,291 from 2012

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $0Liabilities 2011: $02011Assets 2012: $0Net Assets 2012: $02012Assets 2013: $34,923Liabilities 2013: $0Net Assets 2013: $34,9232013Assets 2014: $17,573Liabilities 2014: $0Net Assets 2014: $17,5732014Assets 2015: $7,573Liabilities 2015: $0Net Assets 2015: $7,5732015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2013

Assets$34,923
Liabilities$0
Net Assets$34,923

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $28,233Expenses 2011: $28,233Net Income 2011: $02011Revenue 2012: $164,039Expenses 2012: $164,039Net Income 2012: $02012Revenue 2013: $185,422Expenses 2013: $163,131Net Income 2013: $22,2912013Revenue 2014: $132,823Expenses 2014: $142,435Net Income 2014: -$9,6122014Revenue 2015: $177,699Expenses 2015: $187,699Net Income 2015: -$10,0002015Revenue 2016: $278,217Expenses 2016: $278,217Net Income 2016: $02016Revenue 2017: $199,569Expenses 2017: $199,569Net Income 2017: $02017

Highlighted filing

2013

Revenue$185,422
Expenses$163,131
Net Income$22,291
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 25, 2014
Return Version
2013v3.0
Gross Receipts
$185,422
Mission and Program Overview

Mission

To engage the community in a culture of wellness that is distinctively noticeable and results in people that live longer, with better lives, and are measurably healthier.

Program Services

DescriptionGrantsExpenses
EXPANDED SOCIAL MEDIA PRESENCE(FACEBOOK 453 LIKES AND 105 FOLLOWERS ON TWITTER), WEBSITE TRAFFIC(40,630 HITS), AND MONTHLY NEWSLETTER SUBSCRIBERS(280). RECEIVED THE 2013 ENGAGED PARTNERSHIP AWARD FROM WINONA STATE UNIVERSITY. PARTNERED WITH DIVERSE COMMUNITY GROUPS TO PROVIDE 16 HEALTH AND WELLNESS INITIATIVES WHILE HOSTING INFORMATION TABLES AND/OR ACTIVITIES AT 9 OTHER EVENTS. PRESENTED TO 11 ORGANIZATIONS AND COMMUNITY GROUPS AND PARTICIPATED IN 18 OTHER WELLNESS RELATED COMMITTEES AND ASSOCIATIONS.$185,422$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHIRLEY OBERTONBoard Member-$0--
WILL OBERTONChairman-$0--
SUSAN EDDYBoard Member-$0--
LAURIE BROGHAMMERBoard Member-$0--
SANDRA BURKEBoard Member-$0--
GABE MANRIQUEBoard Member-$0--
JACK RICHTERBoard Member-$0--
KEN MOGRENVice Chairman-$0--
RACHELLE H SCHULTZBoard Member-$0--
MISSY RICHARDSBoard Member-$0--
Filing and Contact Details

Filer

EIN
45-3913124
Phone
5074749825

Signing Officer

Name
Will Oberton
Title
Chairman
Phone
5074749825
Signed
2014-06-25
Discuss with paid preparer
Yes

Preparer

Preparer
Corwin Osterloh
Phone
5074528313
Supplemental Narrative

Additional Explanations

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

Description: office supplies. Amount: 15,568. Description: other expenses. Amount: 3,735. Total to form 990-ez, line 16: 19,303.

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

Description: previous years unreported fund balance. Amount: 12,632.

Raw XML Appendix181 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10JANNEKE SOBECK
IRS990EZ/BooksInCareOfDetail/PhoneNum05074749825
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10619 HUFF ST
IRS990EZ/BooksInCareOfDetail/USAddress/City0WINONA
IRS990EZ/BooksInCareOfDetail/USAddress/State0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode055987
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034923
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0185422
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt022291
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09800
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034923
IRS990EZ/GrossReceiptsAmt0185422
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034923
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034923
IRS990EZ/OccupancyRentUtltsAndMaintAmt017480
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHIRLEY OBERTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILL OBERTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSAN EDDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAURIE BROGHAMMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SANDRA BURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GABE MANRIQUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JACK RICHTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KEN MOGREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8RACHELLE H SCHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MISSY RICHARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt012632
IRS990EZ/OtherExpensesTotalAmt019303
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO ENGAGE THE COMMUNITY IN A CULTURE OF WELLNESS THAT IS DISTINCTIVELY NOTICEABLE AND RESULTS IN PEOPLE THAT LIVE LONGER, WITH BETTER LIVES, AND ARE MEASURABLY HEALTHIER.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EXPANDED SOCIAL MEDIA PRESENCE(FACEBOOK 453 LIKES AND 105 FOLLOWERS ON TWITTER), WEBSITE TRAFFIC(40,630 HITS), AND MONTHLY NEWSLETTER SUBSCRIBERS(280). RECEIVED THE 2013 ENGAGED PARTNERSHIP AWARD FROM WINONA STATE UNIVERSITY. PARTNERED WITH DIVERSE COMMUNITY GROUPS TO PROVIDE 16 HEALTH AND WELLNESS INITIATIVES WHILE HOSTING INFORMATION TABLES AND/OR ACTIVITIES AT 9 OTHER EVENTS. PRESENTED TO 11 ORGANIZATIONS AND COMMUNITY GROUPS AND PARTICIPATED IN 18 OTHER WELLNESS RELATED COMMITTEES AND ASSOCIATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0185422
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt0116548
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0163131
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0185422
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LIVEWELLWINONA.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0185422
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0164104
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt028233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0377759
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0377759
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0185422
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0164104
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt028233
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0377759
IRS990ScheduleA/TotalSupportAmt0377759
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/ExplanationTxt0DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 15,568. DESCRIPTION: OTHER EXPENSES. AMOUNT: 3,735. TOTAL TO FORM 990-EZ, LINE 16: 19,303.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PREVIOUS YEARS UNREPORTED FUND BALANCE. AMOUNT: 12,632.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
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/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILL OBERTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05074749825
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10LIVE WELL WINONA
ReturnHeader/Filer/BusinessNameControlTxt0LIVE
ReturnHeader/Filer/EIN0453913124
ReturnHeader/Filer/PhoneNum05074749825
ReturnHeader/Filer/USAddress/AddressLine10619 HUFF ST
ReturnHeader/Filer/USAddress/City0WINONA
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055987
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390912608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HAWKINS ASH CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10152 WEST 3RD STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WINONA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode055987
ReturnHeader/PreparerPersonGrp/PhoneNum05074528313
ReturnHeader/PreparerPersonGrp/PreparationDt02014-06-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CORWIN OSTERLOH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-07-01T15:31:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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Filings