WINONA AREA PUBLIC SCHOOLS FOUNDAT… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

KRIS LYNCH

Phone

5074941004

Tax Period

2023-07-01 to 2024-06-30

WINONA AREA PUBLIC SCHOOLS FOUNDATION INC, founded in 1991, is a small nonprofit in the Education sector that reported $607K in total revenue in fiscal year 2023. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $571K left a modest 6% surplus.

Mission

THE SINGLE PURPOSE OF THE FOUNDATION IS TO ENRICH AND EXPAND EDUCATIONAL OPPORTUNITIES IN WINONA AREA PUBLIC SCHOOLS.

Program Service Accomplishments

Program 1

Expenses: $443,003

THE FOUNDATION'S FOCUS IS ON SOLICITING CHARITABLE DONATIONS WHICH ARE MANAGED AND INVESTED IN ORDER TO MAKE MONTHLY GRANTS TO QUALIFYING REQUESTS. THESE GRANTS ARE TARGETED TO PROGRAMS AND PROJECTS THAT GO ABOVE AND BEYOND MANDATED CURRICULUM AND ENHANCE THE LEARNING THAT GOES ON IN THE CLASSROOM. THE FOUNDATION ALSO FACILITATES SUPPORT TO ANY AREA OF PUBLIC SCHOOL EDUCATION DESIGNATED BY AN INTERESTED DONOR, SUCH AS THE MILLER MENTORING PROGRAM AND THE ANNUAL HAAKE POETRY PRIZE COMPETITION. OTHER PROGRAMS SUPPORTED DURING THE YEAR WERE FIELD TRIPS TO MINNESOTA ZOO, MUSIC FESTIVAL, FLORIDA BAND TRIP AND STATE CAPITOL; TECH NEST DRONE PROJECT; AND THE YOUNG AUTHORS' CONFERENCE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $465,734

Program Service Revenue $0

Investment Income $114,528

Other Revenue $26,639

TOTAL REVENUE $606,901

Expense Breakdown

Grants Paid $428,259

Salaries & Benefits $98,294

Fundraising Expenses $16,382

Program Expenses $443,003

Other Expenses $44,356

TOTAL EXPENSES $570,909

Year-over-Year Comparison

	2023	2022	Change
Revenue	$606,901	$1,026,731	-0.4%
Expenses	$570,909	$562,764	+0.0%
Net Income	$35,992	$463,967	-0.9%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRIS LYNCH	PRESIDENT	0.50	Officer Director	$0	$0	$0
JUDY DAVIS	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
KRIS LYNCH	PRESIDENT	0.50	Officer Director	$0	$0	$0
BRAD BERZINSKI	SUPERINTENDENT	1.00	Director	$0	$0	$0
SHAWN BEIER	DIRECTOR	0.50	Director	$0	$0	$0
JULIE BOELTER	CO-TREASURER	1.00	Director	$0	$0	$0
STACY COTRELL	SECRETARY	0.50	Director	$0	$0	$0
DAVE JENSEN	DIRECTOR	0.50	Director	$0	$0	$0
TRISHA JOHNSON	DIRECTOR	0.50	Director	$0	$0	$0
BRANDI MOORE	DIRECTOR	0.50	Director	$0	$0	$0
JESSICA RICHARDS	DIRECTOR	0.50	Director	$0	$0	$0
KATRINA SCOVILLE	DIRECTOR	0.50	Director	$0	$0	$0
CHRIS THRUNE	CO-TREASURER	0.50	Officer Director	$0	$0	$0
BRIAN ZELLER	DIRECTOR	0.50	Director	$0	$0	$0
NANCY DENZER	DIRECTOR	0.50	Director	$0	$0	$0
BROOKE CHERNY	STUDENT REP	0.50	Director	$0	$0	$0
LAURA GRESETH	DIRECTOR	0.50	Director	$0	$0	$0
KAT MARQUEZ	DIRECTOR	0.50	Director	$0	$0	$0
JUDY YESS	DIRECTOR	0.50	Director	$0	$0	$0
JENNY BAERTSCH	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$606,901	$570,909	$4,689,553	$35,992
2023	$1,026,731	$562,764	$4,267,238	$463,967
2022	$988,697	$583,586	$3,699,507	$405,111
2021	$936,497	$488,786	$4,051,894	$447,711
2020	$670,779	$512,104	$3,081,153	$158,675
2019	$733,715	$527,026	$3,004,746	$206,689

WINONA AREA PUBLIC SCHOOLS FOUNDATION INC