Civic Intelligence

Morningstar Foundation

990PF • Fiscal year 2020 • EIN 20-2924103

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 26, 2021

Organization Profile
10784 Lyndale Bluffs TrlBloomington, MN 55420-5653

(612) 720-8266

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$36,906

Up $3,519 (+11%) from 2019

Net Assets

$36,906

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin99th percentile

Revenue

Up

$1,025

Up $1,025 from 2019

Expenses

Down

$0

Down $278 (-100%) from 2019

Net Income

Up

$1,025

Up $1,303 (+469%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2011: $22,843Liabilities 2011: $02011Assets 2012: $27,173Liabilities 2012: $02012Assets 2013: $27,173Liabilities 2013: $02013Assets 2014: $27,173Liabilities 2014: $02014Assets 2015: $27,146Liabilities 2015: $02015Assets 2019: $33,387Liabilities 2019: $02019Assets 2020: $36,906Liabilities 2020: $0Net Assets 2020: $36,9062020Assets 2021: $40,990Liabilities 2021: $0Net Assets 2021: $40,9902021Assets 2022: $34,785Liabilities 2022: $0Net Assets 2022: $34,7852022Assets 2023: $37Liabilities 2023: $0Net Assets 2023: $372023

Highlighted filing

2020

Assets$36,906
Liabilities$0
Net Assets$36,906
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$20K$0-$20K-$40KRevenue 2011: $0Expenses 2011: $605Net Income 2011: -$6052011Revenue 2012: $5,000Expenses 2012: $670Net Income 2012: $4,3302012Revenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2019: $0Expenses 2019: $278Net Income 2019: -$2782019Revenue 2020: $1,025Expenses 2020: $0Net Income 2020: $1,0252020Revenue 2021: $899Expenses 2021: $0Net Income 2021: $8992021Revenue 2022: $758Expenses 2022: $0Net Income 2022: $7582022Revenue 2023: $6,680Expenses 2023: $38,131Net Income 2023: -$31,4512023

Highlighted filing

2020

Revenue$1,025
Expenses$0
Net Income$1,025
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 26, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James SweeneyPresident-$0--
Filing and Contact Details

Filer

Filer Name
Morningstar Foundation
EIN
20-2924103
In Care Of
% James Sweeney
Address
10784 LYNDALE BLUFFS TRL, BLOOMINGTON, MN 55420-5653

Signing Officer

Name
James Sweeney
Title
President
Signed
2021-10-26
Discuss with paid preparer
No

Preparer

Firm
Great Lakes Business Consulting LLC
Address
29381 Kraemer Lake Rd, Saint Joseph, MN 56374
Preparer
James Huntington
Phone
6127208266
Raw XML Appendix282 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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OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Change in Market Value
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/ForeignPhoneNum06512707296
ReturnHeader/BusinessOfficerGrp/PersonNm0James Sweeney
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORNINGSTAR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MORN
ReturnHeader/Filer/EIN0202924103
ReturnHeader/Filer/ForeignPhoneNum06127208266
ReturnHeader/Filer/InCareOfNm0% James Sweeney
ReturnHeader/Filer/USAddress/AddressLine1Txt010784 LYNDALE BLUFFS TRL
ReturnHeader/Filer/USAddress/CityNm0BLOOMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd0554205653
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208832175
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Great Lakes Business Consulting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt029381 Kraemer Lake Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Saint Joseph
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd056374
ReturnHeader/PreparerPersonGrp/PhoneNum06127208266
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James Huntington
ReturnHeader/ReturnTs02021-10-26T03:13:28-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,906
Liabilities
$0
Net assets
$36,906
Revenue
$1,025
Expenses
$0
Net income
$1,025
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.04$6.68$38.1$31.5
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.8$0.00$34.8$0.76$0.00$0.76
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.0$0.00$41.0$0.90$0.00$0.90
2020Detailed filing. Detailed filing data is available for this year.$36.9$0.00$36.9$1.03$0.00$1.03
2019Summary only. Only limited summary data is available for this year.$33.4$0.00$0.00$0.28$0.28
2015Summary only. Only limited summary data is available for this year.$27.1$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$27.2$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$27.2$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$27.2$0.00$5.00$0.67$4.33
2011Summary only. Only limited summary data is available for this year.$22.8$0.00$0.00$0.61$0.61