Civic Intelligence

Morningstar Foundation

990PF • Fiscal year 2021 • EIN 20-2924103

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 23, 2022

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

61st percentile

11%

Faster asset growth than 61% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

35th percentile

-12%

Faster revenue growth than 35% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$40,990

Up $4,084 (+11%) from 2020

Net Assets

Up

$40,990

Up $4,084 (+11%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin100th percentile

Revenue

Down

$899

Down $126 (-12%) from 2020

Expenses

Flat

$0

Flat from 2020

Net Income

Down

$899

Down $126 (-12%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2021

Assets$40,990
Liabilities$0
Net Assets$40,990
Open 2021 Filing

Operations Trend

Revenue Growth35th percentile

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

2021

Revenue$899
Expenses$0
Net Income$899
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 23, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th 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
2022-03-23
Discuss with paid preparer
Yes

Preparer

Firm
Great Lakes Business Consulting LLC
Address
29381 Kraemer Lake Rd, Saint Joseph, MN 56374
Preparer
James Huntington
Phone
6127208266
Raw XML Appendix304 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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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0899
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01667
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0537
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt45
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities - 13.874 DELAWARE TAX FREE MN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Publicly Traded Securities - .501 VANGUARD 500 INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Publicly Traded Securities - 5.329 VANGUARD SMALL CAP INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Publicly Traded Securities - 2.414 VANGUARD MIDCAP INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Publicly Traded Securities - 16.132 NUVEEN MINNESOTA INTERMEDIATE MUNICIPAL BOND FUND
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt036906
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt040990
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IRS990PF/Form990PFBalanceSheetsGrp/InventoriesBOYAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0James Sweeney
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010784 Lyndale Bluffs Trail
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010784 Lyndale Bluffs Trail
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0554205653
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06512707296
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0None
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03185
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Change in market value of investments
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/ForeignPhoneNum06512707296
ReturnHeader/BusinessOfficerGrp/PersonNm0James Sweeney
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-23
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/PreparationDt02022-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James Huntington
ReturnHeader/ReturnTs02022-03-23T06:35:05-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,990
Liabilities
$0
Net assets
$40,990
Revenue
$899
Expenses
$0
Net income
$899
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
2021Detailed filing. Detailed filing data is available for this year.$41.0$0.00$41.0$0.90$0.00$0.90
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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