Civic Intelligence

Owatonna Independent School

EIN 52-1612613 • 501(c)3 • Owatonna, MN

Profile

To advance, support, promote and administer activities which enhance and augment public educational facilities and opportunities.

333 E School StOwatonna, MN 55060

www.761foundation.com

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

50th percentile

4.4%

Higher net margin than 50% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

35th percentile

-1.2%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-11%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$3,435,612

Down $43,370 (-1.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3,435,612

Down $43,370 (-1.2%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin50th percentile

Revenue

Down

$364,143

Down $43,891 (-11%) from 2023

Expenses

Down

$348,058

Down $16,621 (-4.6%) from 2023

Net Income

Down

$16,085

Down $27,270 (-63%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,240,295Liabilities 2011: $0Net Assets 2011: $3,240,2952011Assets 2012: $3,431,185Liabilities 2012: $0Net Assets 2012: $3,431,1852012Assets 2013: $3,292,496Liabilities 2013: $0Net Assets 2013: $3,292,4962013Assets 2014: $3,454,551Liabilities 2014: $0Net Assets 2014: $3,454,5512014Assets 2015: $3,510,729Liabilities 2015: $0Net Assets 2015: $3,510,7292015Assets 2016: $3,500,677Liabilities 2016: $0Net Assets 2016: $3,500,6772016Assets 2017: $3,982,981Liabilities 2017: $0Net Assets 2017: $3,982,9812017Assets 2018: $3,416,547Liabilities 2018: $0Net Assets 2018: $3,416,5472018Assets 2019: $3,768,637Liabilities 2019: $0Net Assets 2019: $3,768,6372019Assets 2020: $4,114,529Liabilities 2020: $0Net Assets 2020: $4,114,5292020Assets 2021: $3,948,560Liabilities 2021: $0Net Assets 2021: $3,948,5602021Assets 2022: $3,280,342Liabilities 2022: $0Net Assets 2022: $3,280,3422022Assets 2023: $3,478,982Liabilities 2023: $0Net Assets 2023: $3,478,9822023Assets 2024: $3,435,612Liabilities 2024: $0Net Assets 2024: $3,435,6122024

Highlighted filing

2024

Assets$3,435,612
Liabilities$0
Net Assets$3,435,612
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $383,541Expenses 2011: $237,771Net Income 2011: $145,7702011Expenses 2012: $237,2952012Revenue 2013: $365,079Expenses 2013: $323,390Net Income 2013: $41,6892013Revenue 2014: $308,357Expenses 2014: $255,025Net Income 2014: $53,3322014Revenue 2015: $508,510Expenses 2015: $251,704Net Income 2015: $256,8062015Revenue 2016: $315,389Expenses 2016: $277,025Net Income 2016: $38,3642016Revenue 2017: $235,980Expenses 2017: $272,106Net Income 2017: -$36,1262017Revenue 2018: $180,009Expenses 2018: $243,544Net Income 2018: -$63,5352018Revenue 2019: $252,430Expenses 2019: $285,071Net Income 2019: -$32,6412019Revenue 2020: $370,499Expenses 2020: $240,386Net Income 2020: $130,1132020Revenue 2021: $296,014Expenses 2021: $390,437Net Income 2021: -$94,4232021Revenue 2022: $310,642Expenses 2022: $325,797Net Income 2022: -$15,1552022Revenue 2023: $408,034Expenses 2023: $364,679Net Income 2023: $43,3552023Revenue 2024: $364,143Expenses 2024: $348,058Net Income 2024: $16,0852024

Highlighted filing

2024

Revenue$364,143
Expenses$348,058
Net Income$16,085
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,435,612
Liabilities
$0
Net assets
$3,435,612
Revenue
$364,143
Expenses
$348,058
Net income
$16,085
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.44$0.00$3.44$0.36$0.35$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.00$3.48$0.41$0.36$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$0.00$3.28$0.31$0.33$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.95$0.00$3.95$0.30$0.39$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.11$0.00$4.11$0.37$0.24$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.77$0.00$3.77$0.25$0.29$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.00$3.42$0.18$0.24$0.06
2017Summary only. Only limited summary data is available for this year.$3.98$0.00$3.98$0.24$0.27$0.04
2016Summary only. Only limited summary data is available for this year.$3.50$0.00$3.50$0.32$0.28$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.51$0.25$0.26
2014Summary only. Only limited summary data is available for this year.$3.45$0.00$3.45$0.31$0.26$0.05
2013Summary only. Only limited summary data is available for this year.$3.29$0.00$3.29$0.37$0.32$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.43$0.00$3.43$0.24
2011Summary only. Only limited summary data is available for this year.$3.24$0.00$3.24$0.38$0.24$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 22, 2025
Return Version
2024v5.0
Gross Receipts
$639,346
Mission and Program Overview

Mission

To advance, support, promote and administer activities which enhance and augment public educational facilities and opportunities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,363,747$3,320,042▼ $43,705
Savings and Temporary Cash Investments$115,235$115,570▲ $335
Total Assets$3,478,982$3,435,612▼ $43,370
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,478,982$3,435,612▼ $43,370
Total Net Assets Fund Balance$3,478,982$3,435,612▼ $43,370
Total Liabilities and Net Assets / Fund Balance$3,478,982$3,435,612▼ $43,370
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Bruce PaulsonChair
Janet Mittelstadt TippettVice Chair
Barbara JuddDirector
Ellen Draeger CattadorisDirector
Lucas ArndtDirector
Madeleine HabermanDirector
Mark SebringDirector
Paul KnutsonDirector
Samona GrubishDirector
Sara MckayDirector
Nicole SchulzAsst Treasur
Mary LarsonSecretary
Greg StroikTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$183,921
Program Service Revenue
$0
Investment Income
$180,222
Other Revenue
$0
All Other Contributions
$174,324
Change in Net Assets
$16,085

Audited Revenue Reconciliation

Revenue per Audited Statements
$364,143
Revenue Not Reported on Form 990
$-59,455
Total Revenue per Audited Statements
$304,688
Total Revenue per Form 990
$364,143
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$330,713
Other Expenses$17,345
Total Fundraising Expense$849
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$174,088--$174,088
Grants to Domestic Individuals$156,625--$156,625
Fees for Services Accounting-$6,460-$6,460
Advertising-$2,744$849$3,593
Other Expenses-$278-$278
Total Functional Expenses$330,713$16,496$849$348,058

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$348,058
Total Expenses per Audited Statements$348,058
Total Expenses per Form 990$348,058
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Owatonna Public SchoolsOwatonna, MNGovTo Support Operation$160,245
Medford Public SchoolsMedford, MNGovTo Support Operation$7,654
New Richland Public SchoolsNew Richland, MNGovTo Support Operation$5,199
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
Audit committee
No
Business relationship with 35% controlled entity
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Board memebers are appointed by the school board”

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

“It is reviewed by the treasurer prior to filing.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Owatonna Independent School
EIN
52-1612613
Phone
5074448600
Address
333 E SCHOOL ST, OWATONNA, MN 55060

Signing Officer

Name
Nicole Schulz
Title
Asst Treasurer
Signed
2025-08-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nicole Schulz
Formed
1993
Legal Domicile
Mn
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
Struss Cpas Pc
Address
2055 4TH AVENUE SE, OWATONNA, MN 55060
Preparer
Daniel a Struss
Phone
5074510611
Raw XML AppendixShowing 400 of 418 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION PROVIDES SUPPORT FOR VARIOUS EDUCATIONAL PROGRAMS AT THE OWATONNA PUBLIC SCHOOLS INCLUDING SCHOLARSHIPS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 1C
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0316870
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0INDEPENDENT SCHOOL DISTRICT 761
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0INDEPENDENT SCHOOL DISTRICT 761
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IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0156625
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS TO STUDENTS
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2MEDFORD PUBLIC SCHOOLS
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0515 W BRIDGE ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1306 ASH AVE S
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2750 2ND AVE SE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OWATONNA
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IRS990ScheduleI/RecipientTable/USAddress/CityNm2MEDFORD
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MN
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd255049
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ORGANIZATIONS RECEIVING GRANT ASSITANCE REPORT BACK TO THE FOUNDATION. ALL ORGANIZATIONS RECEIVING GRANTS ARE SCHOOLS WHO REQUEST MONEY FOR SPECIFIC PROJECTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMEBERS ARE APPOINTED BY THE SCHOOL BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IT IS REVIEWED BY THE TREASURER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0330713
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IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0WWW.761FOUNDATION.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NICOLE SCHULZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASST TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OWATONNA INDEPENDENT SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DISTRICT NO 761 FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OWAT
ReturnHeader/Filer/EIN0521612613
ReturnHeader/Filer/PhoneNum05074448600
ReturnHeader/Filer/USAddress/AddressLine1Txt0333 E SCHOOL ST

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