Nonprofit · EIN 23-7079002
WINONA STATE UNIVERSITY FOUNDATION
Tax-exempt · WINONA, MN 55987
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $8,013,303 | $4,592,722 | $3,420,581 | $93,536,107 | $9,862,240 | $83,673,867 |
| June 30, 2024 | 990 | $4,942,433 | $4,011,853 | $930,580 | $86,205,215 | $10,280,043 | $75,925,172 |
| June 30, 2023 | 990 | $6,516,255 | $4,231,356 | $2,284,899 | $79,737,621 | $11,249,318 | $68,488,303 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,368,236
- Program service revenue
- $856,096
- Investment income
- $3,665,111
- Net rental income
- -$140
- Net gain from sales of assets
- $1,953,026
- Net income from fundraising events
- $124,000
- Other revenue
- $123,860
Expenses
- Grants and similar amounts paid
- $3,489,077
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $23,700
- Travel
- $45,225
- Depreciation
- $268,632
- Program services (functional)
- $3,898,886
- Management and general (functional)
- $616,321
- Fundraising (functional)
- $77,515
Balance sheet and other
- Total assets, start of year
- $86,205,215
- Total assets, end of year
- $93,536,107
- Total liabilities, end of year
- $9,862,240
- Net assets, end of year
- $83,673,867
- Land, buildings and equipment
- $12,508,230
- Publicly traded securities
- $74,876,273
- Net assets without donor restrictions
- $6,831,000
- Net assets with donor restrictions
- $76,842,867
- Gross unrelated business income
- -$140
- Gross receipts
- $29,542,508
- Employees
- 0
- Volunteers
- 35
- Year formed
- 1979
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANE AMUNDSON | PRESIDENT Trustee or director, Officer | 5 | $0 |
| THOMAS WYNN | IMMEDIATE PAST CHAIR Trustee or director, Officer | 5 | $0 |
| JOHN MCSHEA | CHAIR ELECT Trustee or director, Officer | 5 | $0 |
| HOWARD BICKER | DIRECTOR Trustee or director | 1 | $0 |
| GEORGE BOLON | DIRECTOR Trustee or director | 1 | $0 |
| SCOTT ELLINGHUYSEN | DIRECTOR Trustee or director | 1 | $0 |
| BONNIE CLIPPER | DIRECTOR Trustee or director | 1 | $0 |
| REGGIE JOHNSON | SECRETARY Trustee or director, Officer | 5 | $0 |
| MARK NICHOLS | DIRECTOR Trustee or director | 1 | $0 |
| TIM MISSLING | TREASURER Trustee or director, Officer | 5 | $0 |
| KEN MOGREN | DIRECTOR Trustee or director | 1 | $0 |
| DAN MORTENSEN | DIRECTOR Trustee or director | 1 | $0 |
| SCOTT JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| SCOTT OPFER | DIRECTOR Trustee or director | 1 | $0 |
| RILL REUTER | DIRECTOR Trustee or director | 1 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID RUBENSTEIN | DIRECTOR Trustee or director | 1 | $0 |
| JON OLSON | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $0 |
| MICHAEL RUSSELL | DIRECTOR Trustee or director | 1 | $0 |
| RACHEL SCHROMEN | DIRECTOR Trustee or director | 1 | $0 |
| BOB STRAUSS | DIRECTOR Trustee or director | 1 | $0 |
| JIM ZUEHLKE | DIRECTOR Trustee or director | 1 | $0 |
| KENNETH JANZ | DIRECTOR Trustee or director | 1 | $0 |
| JORDAN FREDERICK | DIRECTOR Trustee or director | 1 | $0 |
| COURTNEY COLTON | DIRECTOR Trustee or director | 1 | $0 |
| BOB BREWER | DIRECTOR Trustee or director | 1 | $0 |
| KRIS WENKER | DIRECTOR Trustee or director | 1 | $0 |
| PHIL SONNEBERG | CFO UNTIL NOV. 2025 Officer | 40 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANE AMUNDSON | PRESIDENT Trustee or director, Officer | 5 | $0 |
| THOMAS WYNN | IMMEDIATE PAST CHAIR Trustee or director, Officer | 5 | $0 |
| JOHN MCSHEA | CHAIR ELECT Trustee or director, Officer | 5 | $0 |
| HOWARD BICKER | TRUSTEE Trustee or director | 1 | $0 |
| GEORGE BOLON | TRUSTEE Trustee or director | 1 | $0 |
| BOB BREWER | TRUSTEE Trustee or director | 1 | $0 |
| SCOTT ELLINGHUYSEN | TRUSTEE Trustee or director | 1 | $0 |
| KRIS WENKER | TRUSTEE Trustee or director | 1 | $0 |
| BONNIE CLIPPER | TRUSTEE Trustee or director | 1 | $0 |
| REGGIE JOHNSON | SECRETARY Trustee or director, Officer | 5 | $0 |
| MARK NICHOLS | TRUSTEE Trustee or director | 1 | $0 |
| TIM MISSLING | TREASURER Trustee or director, Officer | 5 | $0 |
| KEN MOGREN | TRUSTEE Trustee or director | 1 | $0 |
| DAN MORTENSEN | TRUSTEE Trustee or director | 1 | $0 |
| SCOTT JOHNSON | TRUSTEE Trustee or director | 1 | $0 |
| SCOTT OPFER | TRUSTEE Trustee or director | 1 | $0 |
| RILL REUTER | TRUSTEE Trustee or director | 1 | $0 |
| DAVID RUBENSTEIN | TRUSTEE Trustee or director | 1 | $0 |
| JON OLSON | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $0 |
| MICHAEL RUSSELL | TRUSTEE Trustee or director | 1 | $0 |
| RACHEL SCHROMEN | TRUSTEE Trustee or director | 1 | $0 |
| BOB STRAUSS | TRUSTEE Trustee or director | 1 | $0 |
| JIM ZUEHLKE | TRUSTEE Trustee or director | 1 | $0 |
| KENNETH JANZ | TRUSTEE Trustee or director | 1 | $0 |
| JORDAN FREDERICK | TRUSTEE Trustee or director | 1 | $0 |
| COLTON COURTNEY | TRUSTEE Trustee or director | 1 | $0 |
| PHIL SONNEBERG | CFO Officer | 40 | $0 |
990 for the year ended June 30, 2023: 26 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS WYNN | PRESIDENT Trustee or director, Officer | 5 | $0 |
| DIANE AMUNDSON | CHAIR ELECT Trustee or director, Officer | 5 | $0 |
| BOB STRAUSS | IMMEDIATE PAST CHAIR Trustee or director, Officer | 5 | $0 |
| JOHN MCSHEA | TREASURER Trustee or director, Officer | 5 | $0 |
| SCOTT OLSON | TRUSTEE Trustee or director | 1 | $0 |
| HOWARD BICKER | TRUSTEE Trustee or director | 1 | $0 |
| GEORGE BOLON | TRUSTEE Trustee or director | 1 | $0 |
| BOB BREWER | TRUSTEE Trustee or director | 1 | $0 |
| SCOTT ELLINGHUYSEN | TRUSTEE Trustee or director | 1 | $0 |
| KRIS WENKER | TRUSTEE Trustee or director | 1 | $0 |
| ANDREW GEISLINGER | TRUSTEE Trustee or director | 1 | $0 |
| BONNIE CLIPPER | TRUSTEE Trustee or director | 1 | $0 |
| REGGIE JOHNSON | TRUSTEE Trustee or director | 1 | $0 |
| MARK NICHOLS | TRUSTEE Trustee or director | 1 | $0 |
| TIM MISSLING | TRUSTEE Trustee or director | 1 | $0 |
| KEN MOGREN | TRUSTEE Trustee or director | 1 | $0 |
| DAN MORTENSEN | TRUSTEE Trustee or director | 1 | $0 |
| BOB NEIS | TRUSTEE Trustee or director | 1 | $0 |
| SCOTT JOHNSON | TRUSTEE Trustee or director | 1 | $0 |
| SCOTT OPFER | TRUSTEE Trustee or director | 1 | $0 |
| RILL REUTER | TRUSTEE Trustee or director | 1 | $0 |
| DAVID RUBENSTEIN | TRUSTEE Trustee or director | 1 | $0 |
| JON OLSON | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $0 |
| MICHAEL RUSSELL | TRUSTEE Trustee or director | 1 | $0 |
| AUREA OSGOOD | TRUSTEE Trustee or director | 1 | $0 |
| PHIL SONNEBERG | CFO Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5838, WINONA, MN 55987-0838
- In care of
- % WINONA NATIONAL & SAVINGS BANK
- Principal officer (990 for 2024)
- JON OLSON, PO BOX 5838, WINONA, MINNESOTA 55987, MN
- Signed the 990
- DIANE AMUNDSON, PRESIDENT
- Phone
- (507) 457-5020
- Website
- WWW.WINONA.EDU/FOUNDATION
- Return prepared by
- HAWKINS ASH CPAS LLP
Mission
ENCOURAGE BEQUESTS AND DONATIONS FOR THE BENEFIT OF STUDENTS AND THE EDUCATIONAL PROGRAMS OF WINONA STATE UNIVERSITY
Program accomplishments
- SCHOLARSHIPS TO APPROXIMATELY 775 WINONA STATE UNIVERSITY STUDENTS.Expenses $2,525,459 · grants $2,525,459
- GRANTS AND EXPENDITURES SUPPORTING WINONA STATE UNIVERSITY PROGRAMS AND ACTIVITIES. THE FOUNDATION GRANTS SUPPORT OVER 120 INDIVIDUAL PROGRAMS AT WINONA STATE UNIVERSITY.Expenses $1,050,527 · grants $963,618 · revenue $153,383
- STUDENT HOUSING ACTIVITIES, THE FOUNDATION OPERATES STUDENT HOUSING COMPRISING 100 UNITS AND MORE THAN 370 STUDENTS.Expenses $322,900 · revenue $702,713
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7079002
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1971
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $93,536,107
- Income (IRS master file)
- $29,542,508
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $8,013,303 | $4,592,722 | $93,536,107 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $4,942,433 | $4,011,853 | $86,205,215 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $6,516,255 | $4,231,356 | $79,737,621 | XML |
| 990 | June 2022 | $6,888,615 | $3,452,827 | $70,974,103 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7079002).
Questions about WINONA STATE UNIVERSITY FOUNDATION
- What is the EIN of WINONA STATE UNIVERSITY FOUNDATION?
- The employer identification number (EIN) of WINONA STATE UNIVERSITY FOUNDATION is 23-7079002.
- Is WINONA STATE UNIVERSITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to WINONA STATE UNIVERSITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WINONA STATE UNIVERSITY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WINONA STATE UNIVERSITY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WINONA STATE UNIVERSITY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WINONA STATE UNIVERSITY FOUNDATION?
- The 990 for the year ended June 30, 2025 names JON OLSON.
- Who are the officers and directors of WINONA STATE UNIVERSITY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 27 people; 0 received compensation from the organization.
- How much revenue does WINONA STATE UNIVERSITY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $8,013,303, expenses of $4,592,722 and total assets of $93,536,107 at year end.
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