WINONA COMMUNITY FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WINONA COMMUNITY FOUNDATION INC (EIN 36-3500853)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-04-25
- IRS object ID
- 201241169349300029
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-25T15:16:41-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 710959317 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL & ASSOCIATES LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 RIVERFRONT SUITE 401 | AddressLine1 |
| City | WINONA | City |
| State | MN | State |
| ZIP Code | 55987 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363500853 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINONA COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WINO | NameControl |
| Phone | 5074546511 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 EAST 4TH ST NO 314 | AddressLine1 |
| City | WINONA | City |
| State | MN | State |
| ZIP Code | 55987 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BETTINA ANDERSON | Name |
| Title | PRESIDENT | Title |
| Phone | 5074546511 | Phone |
| Date Signed | 2012-04-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LYNDA S RICKOFF | Name |
| PTIN | P00612598 | PTIN |
| Phone | 5074523100 | Phone |
| Date Prepared | 2012-04-19 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BETTINA ANDERSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 EAST 4TH ST NO 314 | AddressLine1 |
| City | WINONA | City |
| State | MN | State |
| ZIP Code | 55987 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3431446 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WINONACOMMUNITYFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | TO IMPROVE THE QUALITY OF LIFE IN THE WINONA AREA BY: EDUCATING THE PUBLIC ABOUT THE PRACTICE OF PHILANTHROPHY AND ITS BENEFITS BOTH TO DONORS AND TO THE COMMUNITY; CONNECTING PEOPLE WITH CHARITABLE INTENT AND RESOURCES WITH ORGANIZATIONS AND CAUSES THAT CAN ADVANCE THE PUBLIC GOOD; GATHERING, PRESERVING, AND STEWARDING PHILANTHROPIC RESOURCES; COLLABORATING WITH OTHER CHARITABLE ORGANIZATIONS; SERVING AS A CATALYST FOR SELECTED COMMUNITY INITIATIVES; AND MAKING GRANTS TO PROJECTS AND CAUSES THAT ADDRESS BOTH THE NEEDS AND THE OPPORTUNITIES PRESENT IN THE COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4 | TotalNbrEmployees |
| Total Nbr Volunteers | 300 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 419922 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 536605 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 302800 | InvestmentIncomePriorYear |
| Investment Income Current Year | 322105 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 8337 | OtherRevenuePriorYear |
| Other Revenue Current Year | 11427 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 731059 | TotalRevenuePriorYear |
| Total Revenue Current Year | 870137 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 982107 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 977270 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 109602 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 127978 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 22664 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 103604 | OtherExpensePriorYear |
| Other Expenses Current Year | 154072 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1195313 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1259320 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -464254 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -389183 | RevenuesLessExpensesCY |
| Total Assets BOY | 10159094 | TotalAssetsBOY |
| Total Assets EOY | 9970889 | TotalAssetsEOY |
| Total Liabilities BOY | 812750 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1105978 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9346344 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8864911 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO IMPROVE THE QUALITY OF LIFE IN THE WINONA AREA BY: EDUCATING THE PUBLIC ABOUT THE PRACTICE OF PHILANTHROPHY AND ITS BENEFITS BOTH TO DONORS AND TO THE COMMUNITY; CONNECTING PEOPLE WITH CHARITABLE INTENT AND RESOURCES WITH ORGANIZATIONS AND CAUSES THAT CAN ADVANCE THE PUBLIC GOOD; GATHERING, PRESERVING, AND STEWARDING PHILANTHROPIC RESOURCES; COLLABORATING WITH OTHER CHARITABLE ORGANIZATIONS; SERVING AS A CATALYST FOR SELECTED COMMUNITY INITIATIVES; AND MAKING GRANTS TO PROJECTS AND CAUSES THAT ADDRESS BOTH THE NEEDS AND THE OPPORTUNITIES PRESENT IN THE COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1097853 | Expense |
| Grants | 977270 | Grants |
| Description | CONNECTING DONORS WITH CHARITABLE NEEDS THROUGH DILIGENT STEWARDING OF DONATIONS, WINONA COMMUNITY FOUNDATION CONTINUED TO FOSTER ITS MISSION IN 2011 WITH OVER 320 GRANTS DISBURSED. THE FOUNDATION CONTINUES TO GROW ITS CAPACITY TO NOT ONLY MANAGE AND ADMINISTER CHARITABLE DOLLARS, BUT ALSO PARTNER FUTURE GIFTS WITH NEW IDENTIFIED NEEDS, AS WELL AS BETTER ADVOCATE AND FACILITATE COMMUNITY CONVERSATIONS ON SUCH NEEDS TO ENSURE THE MOST IMPACT IN THE USE OF THESE CHARITABLE GIFTS. | Description |
| Total Program Service Expense | 1097853 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 10 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 4 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5074546511 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 EAST 4TH ST NO 314 | AddressLine1 |
| City | WINONA | City |
| State | MN | State |
| ZIP Code | 55987 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| MIKE ALLEN | ||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| STEVE BLUE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JUDY DAVIS | ||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 |
| SANDRA BURKE | ||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 |
| DAN FLORNESS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DONNA HELBLE | ||||||
| PAST BOARD CHAIR | 2.00 | X | X | 0 | 0 | 0 |
| GABE MANRIQUE | ||||||
| CHAIR | 4.00 | X | X | 0 | 0 | 0 |
| DAN TRAINOR III | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ANDREA HERCZEG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JENNIFER KNAPP | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GARRY WATTS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TOM WYNN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SHELLEY MILEK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TEDD MORGAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ANDY BLOMSNESS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BETTINA ANDERSON | ||||||
| PRESIDENT | 40.00 | X | 45423 | 0 | 2971 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 45423 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2971 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 177631 | FundraisingEvents |
| All Other Contributions | 358974 | AllOtherContributions |
| Noncash Contributions | 36186 | NoncashContributions |
| Total Contributions | 536605 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 246663 | TotalRevenueColumn |
| Exclusion | $246,663 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2583534 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2508092 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 75442 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 75442 | TotalRevenueColumn |
| Exclusion | $75,442 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 63964 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 177631 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 53217 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10747 | TotalRevenueColumn |
| Exclusion | $10,747 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESTITUTION | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 680 | TotalRevenueColumn |
| Related Or Exempt Function Income | 680 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 680 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 870137 | TotalRevenueColumn |
| Related Or Exempt Function Income | 680 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $332,852 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 977270 | Total |
| Program Services | 977270 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50436 | Total |
| Program Services | 13424 | ProgramServices |
| Management And General | 35681 | ManagementAndGeneral |
| Fundraising | 1331 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61503 | Total |
| Program Services | 14492 | ProgramServices |
| Management And General | 43585 | ManagementAndGeneral |
| Fundraising | 3426 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2969 | Total |
| Program Services | 737 | ProgramServices |
| Management And General | 2108 | ManagementAndGeneral |
| Fundraising | 124 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1978 | Total |
| Program Services | 491 | ProgramServices |
| Management And General | 1404 | ManagementAndGeneral |
| Fundraising | 83 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11092 | Total |
| Program Services | 2753 | ProgramServices |
| Management And General | 7874 | ManagementAndGeneral |
| Fundraising | 465 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 500 | Total |
| Management And General | 500 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19420 | Total |
| Management And General | 19420 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28099 | Total |
| Program Services | 28099 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 943 | Total |
| Program Services | 237 | ProgramServices |
| Management And General | 662 | ManagementAndGeneral |
| Fundraising | 44 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3314 | Total |
| Program Services | 1032 | ProgramServices |
| Management And General | 2205 | ManagementAndGeneral |
| Fundraising | 77 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3938 | Total |
| Program Services | 232 | ProgramServices |
| Management And General | 3639 | ManagementAndGeneral |
| Fundraising | 67 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10052 | Total |
| Program Services | 2529 | ProgramServices |
| Management And General | 7053 | ManagementAndGeneral |
| Fundraising | 470 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3541 | Total |
| Program Services | 709 | ProgramServices |
| Management And General | 2832 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1899 | Total |
| Program Services | 270 | ProgramServices |
| Management And General | 1355 | ManagementAndGeneral |
| Fundraising | 274 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5047 | Total |
| Program Services | 2278 | ProgramServices |
| Management And General | 2596 | ManagementAndGeneral |
| Fundraising | 173 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2144 | Total |
| Program Services | 539 | ProgramServices |
| Management And General | 1505 | ManagementAndGeneral |
| Fundraising | 100 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| PROGRAM EXPENSES | 50715 | 50715 | ||
| INDIRECT COST OF SPECIA | 15787 | 15787 | ||
| TELEPHONE | 2561 | 580 | 108 | 1873 |
| MEMBERSHIP DUES | 2185 | 860 | 1325 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3927 | Total |
| Program Services | 606 | ProgramServices |
| Management And General | 3186 | ManagementAndGeneral |
| Fundraising | 135 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1259320 | Total |
| Program Services | 1097853 | ProgramServices |
| Management And General | 138803 | ManagementAndGeneral |
| Fundraising | 22664 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15956 | BOY |
| EOY | 3300 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 308981 | BOY |
| EOY | 352840 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125000 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1970 | BOY |
| EOY | 3489 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 43952 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 23467 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7564 | BOY |
| EOY | 20485 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8583013 | BOY |
| EOY | 9590775 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1116610 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10159094 | BOY |
| EOY | 9970889 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12017 | BOY |
| EOY | 24967 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 800733 | BOY |
| EOY | 1081011 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 812750 | BOY |
| EOY | 1105978 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3595999 | BOY |
| EOY | 3126948 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4426332 | BOY |
| EOY | 4410648 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1324013 | BOY |
| EOY | 1327315 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9346344 | BOY |
| EOY | 8864911 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10159094 | BOY |
| EOY | 9970889 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -389183 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -92250 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 963052 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1517510 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1205652 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 419922 | CurrentTaxYearMinus1Year |
| Current Tax Year | 536605 | CurrentTaxYear |
| Total | 4642741 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 963052 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1517510 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1205652 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 419922 | CurrentTaxYearMinus1Year |
| Current Tax Year | 536605 | CurrentTaxYear |
| Total | 4642741 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2126960 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2515781 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 597809 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 326958 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 229633 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 222996 | CurrentTaxYearMinus1Year |
| Current Tax Year | 246663 | CurrentTaxYear |
| Total | 1624059 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7573 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18792 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17609 | CurrentTaxYearMinus2Years |
| Total | 43974 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 364 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 200 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1401 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3220 | CurrentTaxYearMinus1Year |
| Current Tax Year | 680 | CurrentTaxYear |
| Total | 5865 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6316639 | TotalSupport |
| Gross Receipts From Admissions Etc | 293491 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.39830 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.39150 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 44 | NumberDAFsHeld |
| Donor Advised Contributions | 128290 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 626146 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 2521123 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1507895 | BeginningOfYearBalance |
| Contributions | 25124 | Contributions |
| Investment Earnings Or Losses | 18731 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 500 | GrantsOrScholarships |
| End Of Year Balance | 1551250 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1347939 | BeginningOfYearBalance |
| Contributions | 4165 | Contributions |
| Investment Earnings Or Losses | 158479 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2679 | GrantsOrScholarships |
| Administrative Expenses | 9 | AdministrativeExpenses |
| End Of Year Balance | 1507895 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1115861 | BeginningOfYearBalance |
| Contributions | 17524 | Contributions |
| Investment Earnings Or Losses | 216254 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1700 | GrantsOrScholarships |
| End Of Year Balance | 1347939 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1519804 | BeginningOfYearBalance |
| Contributions | 2178 | Contributions |
| Investment Earnings Or Losses | -386121 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 20000 | GrantsOrScholarships |
| End Of Year Balance | 1115861 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 43952 | OtherCostOrOtherBasis |
| Depreciation | 23467 | Depreciation |
| Book Value | 20485 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 20485 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AGENCY FUNDS | Description |
| Amount | $1,081,011 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1081011 | TotalOfAmounts |
| Total Revenue | 870137 | TotalRevenue |
| Total Expenses | 1259320 | TotalExpenses |
| Excess Or Deficit For Year | -389183 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -88792 | NetUnrealizedGLOnInvestments |
| Other | -$3,458 | OtherAmount |
| Total Adjustments | -92250 | TotalAdjustments |
| Excess Or Deficit Per FS | -481433 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 777887 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -88792 | NetUnrealizedGainsInvestments |
| Other Revenues | -3458 | OtherRevenues |
| Revenue Not Rptd F990 | -92250 | RevenueNotRptdF990 |
| Revenue Subtotal | 870137 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 870137 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1259320 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1259320 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1259320 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | INCOME FROM ENDOWMENT FUNDS ARE TO BE USED FOR DONOR-DESIGNATED PURPOSES OR FOR CHARITABLE PURPOSES AS DETERMINED BY THE BOARD OF DIRECTORS WHEN THERE IS NO DONOR RESTRICTION. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -3,458. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -3,458. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | MIDWEST MUSIC FEST | NameOfEvent1 |
| Gross Receipts Event1 | 35441 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 22840 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 12601 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 368 | RentFacilityCostsEvent1 |
| Entertainment Event1 | 15325 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 2853 | OtherDirectExpensesEvent1 |
| Name Of Event2 | ROAD RACE | NameOfEvent2 |
| Gross Receipts Event2 | 110248 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 103320 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 6928 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 4400 | CashPrizesEvent2 |
| Food And Beverage Event2 | 117 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 4898 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 5 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 95906 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 51471 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 44435 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 410 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 2181 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 13344 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 2800 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 6521 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 241595 | GrossReceiptsTotal |
| Charitable Contributions Total | 177631 | CharitableContributionsTotal |
| Gross Revenue Total Events | 63964 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 4400 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 410 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 2549 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 13461 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 18125 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 14272 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 53217 | DirectExpenseSummaryEvents |
| Net Income Summary | 10747 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (38 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| GREAT RIVER SHAKESPEARE FESTIVAL | |||||||
| 79 E 3RD ST | WINONA | MN | 55987 | 010765907 | 501(C)(3) | 41800 | SUPPORT FOR THE PERFORMANCES |
| COTTER HIGH SCHOOL AND JUNIOR HIGH SCHOOL | |||||||
| 1115 W BROADWAY | WINONA | MN | 55987 | 411653997 | 501(C)(3) | 143317 | GENERAL SUPPORT |
| APPLE TREE DENTAL | |||||||
| 8960 SPRINGBROOK DRVIE SUITE 150 | COON RAPIDS | MN | 55433 | 363411437 | 501(C)(3) | 19000 | GENERAL SUPPORT |
| WINONA AREA PUBLIC SCHOOLS FOUNDATION | |||||||
| 1570 HOMER RD | WINONA | MN | 55987 | 411707738 | GOVERNMENT | 18050 | GENERAL SUPPORT |
| WINONA AREA PUBLIC SCHOOLS | |||||||
| 901 GILMORE AVE | WINONA | MN | 55987 | 416004759 | GOVERNMENT | 59300 | TRACK & FIELD PROJECT, GENERAL SUPPORT |
| FAMILY AND CHILDRENS CENTER | |||||||
| 1707 MAIN ST | LACROSSE | WI | 54601 | 390821863 | 501(C)(3) | 16000 | GENERAL SUPPORT |
| WINONA COUNTY READY SET SCHOOL | |||||||
| 202 W 3RD ST | WINONA | MN | 55987 | 416005926 | 501(C)(3) | 12000 | SCHOOL SUPPLIES FOR THE UNDERPRIVILEDGED & COUNTY FAIR |
| WINONA FAMILY YMCA | |||||||
| 207 WINONA ST | WINONA | MN | 55987 | 410693890 | 501(C)(3) | 8800 | GENERAL SUPPORT |
| WINONA-DAKOTA UNITY ALLIANCE | |||||||
| 502 W BROADWAY | WINONA | MN | 55987 | 030560102 | 501(C)(3) | 5200 | DAKOTA GATHERING & CAPITAL FOR A DAY |
| WINONA COUNTY HISTORICAL SOCIETY | |||||||
| 160 JOHNSON ST | WINONA | MN | 55987 | 410789385 | 501(C)(3) | 22100 | GENERAL SUPPORT |
| GAMEHAVEN COUNCIL INC BOY SCOUTS OF AMERICA | |||||||
| 1124 11 1/2 ST SE | ROCHESTER | MN | 55904 | 410698309 | 501(C)(3) | 9840 | GENERAL SUPPORT |
| YMCA CAMP OLSON | |||||||
| 4160 LITTLE BOY RD NE | LONGVILLE | MN | 56655 | 410967781 | 501(C)(3) | 11500 | GENERAL SUPPORT |
| WINONA STATE UNIVERSITY FOUNDATION | |||||||
| WINONA STATE UNIVERSITY | WINONA | MN | 55987 | 237079002 | 501(C)(3) | 57132 | GENERAL SUPPORT |
| AMERICAN RED CROSS-WINONA COUNTY CHAPTER | |||||||
| 1660 KRAEMER DR | WINONA | MN | 55987 | 410734755 | 501(C)(3) | 8096 | EMERGENCY ASSISTANCE |
| JUNIOR ACHIEVEMENT | |||||||
| 1800 WHITE BEAR AVE NORTH | MAPLEWOOD | MN | 55109 | 411424988 | 501(C)(3) | 5025 | GENERAL SUPPORT |
| MARQUETTE UNIVERSITY | |||||||
| 1250 W WISCONSIN AVE | MILWAUKEE | WI | 53233 | 390806251 | 501(C)(3) | 25000 | GENERAL SUPPORT |
| CATHOLIC CHARITIES - WINONA DIOCESE | |||||||
| PO BOX 379 | WINONA | MN | 55987 | 410721636 | 501(C)(3) | 40735 | EMERGENCY ASSISTANCE |
| SAINT MARY'S UNIVERSITY OF MINNESOTA | |||||||
| 700 TERRACE HEIGHTS | WINONA | MN | 55987 | 410695527 | 501(C)(3) | 29750 | GENERAL SUPPORT |
| PLEASANT VALLEY EVANGELICAL FREE CHURCH | |||||||
| 1363 HOMER ROAD | WINONA | MN | 55967 | 410971542 | 501(C)(3) | 12600 | GENERAL SUPPORT |
| HOME & COMMUNITY OPTIONS | |||||||
| 66 E 3RD ST | WINONA | MN | 55987 | 411278194 | 501(C)(3) | 7300 | GENERAL SUPPORT |
| BLUFF COUNTY FAMILY RESOURCES | |||||||
| 114 MAIN ST | HOKAH | MN | 55941 | 411502808 | 501(C)(3) | 16882 | EMERGENCY ASSISTANCE |
| BLUFFVIEW MONTESSORI | |||||||
| 1321 GILMORE AVE | WINONA | MN | 55987 | 410721636 | 501(C)(3) | 16494 | GENERAL SUPPORT |
| WINONA AREA CATHOLIC SCHOOLS | |||||||
| 602 E 5TH ST | WINONA | MN | 55987 | 411559427 | 501(C)(3) | 20151 | GENERAL SUPPORT |
| SEMCAC | |||||||
| 204 E ELM ST | RUSHFORD | MN | 55971 | 410907135 | 501(C)(3) | 18411 | EMERGENCY ASSISTANCE |
| SOUTHEAST MINNESOTA RURAL EDUCATION | |||||||
| 106 E 11TH ST | ST CHARLES | MN | 55972 | 411603419 | 501(C)(3) | 9126 | GENERAL SUPPORT |
| IMMACULATE HEART OF MARY SEMINARY | |||||||
| 700 TERRACE HEIGHTS | WINONA | MN | 55987 | 410773780 | 501(C)(3) | 6000 | GENERAL SUPPORT |
| WINONA ORC INDUSTRIES INC | |||||||
| 1053 E MARK ST | WINONA | MN | 55987 | 411225014 | 501(C)(3) | 30150 | GENERAL SUPPORT |
| WINONA VOLUNTEER SERVICES | |||||||
| 416 E 2ND ST | WINONA | MN | 55987 | 237376207 | 501(C)(3) | 44934 | EMERGENCY ASSISTANCE |
| WOMEN'S RESOURCE CENTER OF WINONA | |||||||
| 77 E 5TH ST | WINONA | MN | 55987 | 411356358 | 501(C)(3) | 10902 | EMERGENCY ASSISTANCE |
| ST MARY'S CATHOLIC CHURCH | |||||||
| 1315 W BROADWAY | WINONA | MN | 55987 | 411559427 | 501(C)(3) | 33500 | GENERAL SUPPORT |
| CATHOLIC SCHOOLS FOUNDATION | |||||||
| 1115 W BROADWAY | WINONA | MN | 55987 | 411564670 | 501(C)(3) | 51900 | GENERAL SUPPORT |
| MINNESOTA BEETHOVEN FESTIVAL | |||||||
| 580 E FRONT ST | WINONA | MN | 55987 | 263451875 | 501(C)(3) | 12500 | FINE ARTS |
| BIG BROTHERSBIG SISTERS | |||||||
| 1707 MAIN ST STE 438 | LACROSSE | WI | 54601 | 391762460 | 501(C)(3) | 10800 | GENERAL SUPPORT |
| CITY OF WINONA | |||||||
| 207 LAFAYETTE | WINONA | MN | 55987 | 416005651 | GOVERNMENT | 18980 | GENERAL SUPPORT |
| SAINT ANNE FOUNDATION | |||||||
| 1347 W BROADWAY | WINONA | MN | 55987 | 222218832 | 501(C)(3) | 30000 | GENERAL SUPPORT |
| ST ELIZABETHS COMMUNITY DEVELOPMENT FOUNDATION | |||||||
| 1200 GRANT BLVD W | WABASHA | MN | 55981 | 411453829 | 501(C)(3) | 5100 | GENERAL SUPPORT |
| ST JOHNS SCHOOL OF THEOLOGY | |||||||
| PO BOX 5866 | COLLEGEVILLE | MN | 56321 | 410693973 | 501(C)(3) | 5000 | GENERAL SUPPORT |
| HIGHLAND CATHOLIC SCHOOL | |||||||
| 2017 BOHLAND AVE | SAINT PAUL | MN | 55116 | 410972541 | 501(C)(3) | 5000 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 35 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 38 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE STAFF REVIEW GRANT REQUESTS FROM DONOR ADVISED FUNDS AND OBTAIN VERIFICATION OF THE GRANTEES 501(C)(3) STATUS. THE REQUESTS ARE THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR APPROVAL. ALL OTHER GRANT REQUESTS FROM ELIGIBLE 501(C)(3) ENTITIES ARE REVIEWED BY THE GRANT COMMITTEE, WHO THEN SUBMITS SELECTED GRANTS TO THE BOARD OF DIRECTORS FOR APPROVAL. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Relationship With OrganizationRelationshipWithOrganization | Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance |
|---|---|---|
| WINONA VOLUNTEER SERVICES | ||
| DIRECTOR IS THE EXECUTIVE DIRECTOR OF THIS ORGANIZATION | 44934 | GRANT |
| WINONA FAMILY YMCA INC | ||
| DIRECTOR IS THE EXECUTIVE DIRECTOR OF THIS ORGANIZATION | 8800 | GRANT |
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| W&C PRINTING | |||
| OWNED BY A DIRECTOR | 2313 | PRINTING COSTS | 0 |
| VISION DESIGN GROUP INC | |||
| CO-OWNED BY A DIRECTOR | 1099 | PRINTING COSTS | 0 |
| MARK ANDERSON | |||
| SPOUSE OF EXECUTIVE DIRECTOR | 3154 | COMPUTER SERVICES | 0 |
| WINONA AGENCY | |||
| CO-OWNED BY A DIRECTOR | 1189 | INSURANCE | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 36186 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVE HI/LOW ON DATE GIFT | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE 990 PRIOR TO ITS FILING AT THEIR APRIL 2012 MEETING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY EVERY PERSON COVERED BY THE POLICY SUBMITS IN WRITING TO THE PRESIDENT A CONFLICT OF INTEREST/DISCLOSURE STATEMENT LISTING ALL FINANCIAL AND CONFLICTING INTERESTS. THE CHAIRPERSON OF THE BOARD SHALL BECOME FAMILIAR WITH ALL SUCH DISCLOSURE STATEMENTS IN CASE A CONFLICT ARISES. THE VICE CHAIR SHALL BE FAMILIAR WITH THE DISCLOSURE STATEMENT FILED BY THE BOARD CHAIR. THE INTERESTED PERSON SHALL ABSTAIN FROM VOTING ON ANY MATTERS THAT GIVE RISE TO A POTENTIAL CONFLICT. | |
| FORM 990, PART VI, SECTION B, LINE 15A | A COMMITTEE OF THE BOARD OF DIRECTORS PERFORMS AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR AND REVIEWS COMPENSATION WITH A SALARY SURVEY PERFORMED BY THE COUNCIL OF FOUNDATIONS. | |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS AVAILABLE ON OTHER WEBSITES. FORM 1023 AND 990 ARE ON FILE AND AVAILABLE FOR VIEWING UPON REQUEST AT OUR BUSINESS OFFICE DURING NORMAL BUSINESS HOURS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE ON FILE AT OUR BUSINESS OFFICE AND ARE AVAILABLE FOR VIEWING UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -88,792. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -3,458. TOTAL TO FORM 990, PART XI, LINE 5: -92,250. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990 PART XI LINE 2C | THE AUDIT COMMITTEE MEETS WITH THE AUDITOR PRIOR TO FIELD WORK AND AGAIN AFTER COMPLETION OF THE AUDIT. THE COMMITTEE REVIEWS AND RECOMMENDS APPROVAL OF THE AUDIT TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS APPROVES THE SELECTION OF THE AUDITOR AND THE FINAL AUDITED FINANCIAL STATEMENTS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | AUDIT COMMITTEE |
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