Civic Intelligence

Live Well Winona

990EZ • Fiscal year 2015 • EIN 45-3913124

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

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.

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

29th percentile

-5.6%

Higher net margin than 29% 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

7th percentile

-57%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

81st percentile

34%

Faster revenue growth than 81% of similar nonprofits.

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

Assets

Down

$7,573

Down $10,000 (-57%) from 2014

Net Assets

Down

$7,573

Down $10,000 (-57%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$177,699

Up $44,876 (+34%) from 2014

Expenses

Up

$187,699

Up $45,264 (+32%) from 2014

Net Income

Down

-$10,000

Down $388 (-4.0%) from 2014

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

2015

Assets$7,573
Liabilities$0
Net Assets$7,573

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

2015

Revenue$177,699
Expenses$187,699
Net Income-$10,000
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.1
Gross Receipts
$177,699
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
PARTNERED WITH DIVERSE COMMUNITY GROUPS TO PROVIDE 17 HEALTH AND WELLNESS INITIATIVES WHILE HOSTING INFORMATION TABLES AND/OR ACTIVITIES AT 10 OTHER EVENTS. PRESENTED TO 14 ORGANIZATIONS AND COMMUNITY GROUPS AND PARTICIPATED IN 18 OTHER WELLNESS RELATED COMMITTEES AND ASSOCIATIONS.$0$143,390
EXPANDED SOCIAL MEDIA PRESENCE, WEBSITE TRAFFIC AND MONTHLY NEWLETTER SUBSCRIBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILL OBERTONChairman-$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--
ERIN GERVAISBoard Member-$0--
STEVEN WESTBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Live Well Winona
EIN
45-3913124
Phone
5074749825
Address
619 HUFF ST, WINONA, MN 55987

Signing Officer

Name
Will Oberton
Title
Chairman
Phone
5074749825
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Hawkins Ash Cpas Llp
Address
152 WEST 3RD STREET, WINONA, MN 55987
Preparer
Corwin Osterloh
Phone
5074528313
Supplemental Narrative

Additional Explanations

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

Description: office expenses. Amount: 13,921. Description: other expenses. Amount: 25,446. Description: advertising. Amount: 3,220. Description: meetings, conferences. Amount: 1,374. Description: dues and licenses. Amount: 72. Total to form 990-ez, line 16: 44,033.

Raw XML Appendix187 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/BooksInCareOfDetail/USAddress/CityNm0WINONA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILL OBERTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURIE BROGHAMMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SANDRA BURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GABE MANRIQUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JACK RICHTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KEN MOGREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RACHELLE H SCHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MISSY RICHARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ERIN GERVAIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9STEVEN WEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
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IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt044033
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/ProgramServiceRevenueAmt038306
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EXPANDED SOCIAL MEDIA PRESENCE, WEBSITE TRAFFIC AND MONTHLY NEWLETTER SUBSCRIBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LIVEWELLWINONA.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0139393
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0132823
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0185422
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0164104
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt028233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0649975
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt038306
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0649975
IRS990ScheduleA/TotalSupportAmt0649975
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OFFICE EXPENSES. AMOUNT: 13,921. DESCRIPTION: OTHER EXPENSES. AMOUNT: 25,446. DESCRIPTION: ADVERTISING. AMOUNT: 3,220. DESCRIPTION: MEETINGS, CONFERENCES. AMOUNT: 1,374. DESCRIPTION: DUES AND LICENSES. AMOUNT: 72. TOTAL TO FORM 990-EZ, LINE 16: 44,033.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILL OBERTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05074749825
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIVE WELL WINONA
ReturnHeader/Filer/BusinessNameControlTxt0LIVE
ReturnHeader/Filer/EIN0453913124
ReturnHeader/Filer/PhoneNum05074749825
ReturnHeader/Filer/USAddress/AddressLine1Txt0619 HUFF ST
ReturnHeader/Filer/USAddress/CityNm0WINONA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055987
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390912608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAWKINS ASH CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0152 WEST 3RD STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINONA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055987
ReturnHeader/PreparerPersonGrp/PhoneNum05074528313
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CORWIN OSTERLOH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-06-16T08:35:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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