Civic Intelligence

Diana Nelson and John Atwater Family

EIN 20-4900208 • Minnetonka, MN

701 Carlson Pkwy Ste 1250Minnetonka, MN 55305
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

79th percentile

29%

Higher net margin than 79% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

50th percentile

2.3%

Faster asset growth than 50% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

2827%

Faster revenue growth than 99% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$749,170

Up $16,935 (+2.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$749,170

Up $16,935 (+2.3%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin79th percentile

Revenue

Up

$711,387

Up $687,085 (+2827%) from 2023

Expenses

Up

$506,404

Up $252,752 (+100%) from 2023

Net Income

Up

$204,983

Up $434,333 (+189%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $61,286Liabilities 2011: $12011Assets 2012: $144,450Liabilities 2012: $0Net Assets 2012: $144,4502012Assets 2013: $276,434Liabilities 2013: $0Net Assets 2013: $276,4342013Assets 2014: $527,581Liabilities 2014: $0Net Assets 2014: $527,5812014Assets 2015: $407,137Liabilities 2015: $0Net Assets 2015: $407,1372015Assets 2016: $353,502Liabilities 2016: $0Net Assets 2016: $353,5022016Assets 2017: $364,239Liabilities 2017: $0Net Assets 2017: $364,2392017Assets 2018: $333,273Liabilities 2018: $0Net Assets 2018: $333,2732018Assets 2019: $749,372Liabilities 2019: $0Net Assets 2019: $749,3722019Assets 2020: $816,823Liabilities 2020: $0Net Assets 2020: $816,8232020Assets 2021: $1,095,156Liabilities 2021: $0Net Assets 2021: $1,095,1562021Assets 2022: $853,458Liabilities 2022: $0Net Assets 2022: $853,4582022Assets 2023: $732,235Liabilities 2023: $0Net Assets 2023: $732,2352023Assets 2024: $749,170Liabilities 2024: $0Net Assets 2024: $749,1702024

Highlighted filing

2024

Assets$749,170
Liabilities$0
Net Assets$749,170
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $146,037Expenses 2011: $182,540Net Income 2011: -$36,5032011Expenses 2012: $180,7392012Revenue 2013: $344,470Expenses 2013: $121,908Net Income 2013: $222,5622013Revenue 2014: $743,265Expenses 2014: $292,849Net Income 2014: $450,4162014Revenue 2015: $557,824Expenses 2015: $190,355Net Income 2015: $367,4692015Revenue 2016: $275,569Expenses 2016: $348,547Net Income 2016: -$72,9782016Revenue 2017: $149,875Expenses 2017: $183,636Net Income 2017: -$33,7612017Revenue 2018: $83,502Expenses 2018: $96,605Net Income 2018: -$13,1032018Revenue 2019: $698,793Expenses 2019: $81,682Net Income 2019: $617,1112019Revenue 2020: $13,094Expenses 2020: $34,399Net Income 2020: -$21,3052020Revenue 2021: $260,409Expenses 2021: $89,200Net Income 2021: $171,2092021Revenue 2022: $16,492Expenses 2022: $31,672Net Income 2022: -$15,1802022Revenue 2023: $24,302Expenses 2023: $253,652Net Income 2023: -$229,3502023Revenue 2024: $711,387Expenses 2024: $506,404Net Income 2024: $204,9832024

Highlighted filing

2024

Revenue$711,387
Expenses$506,404
Net Income$204,983
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$749,170
Liabilities
$0
Net assets
$749,170
Revenue
$711,387
Expenses
$506,404
Net income
$204,983
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.71$0.51$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.02$0.25$0.23
2022Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.02$0.03$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.26$0.09$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.01$0.03$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.70$0.08$0.62
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.08$0.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.15$0.18$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.28$0.35$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.56$0.19$0.37
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.74$0.29$0.45
2013Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.34$0.12$0.22
2012Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.18
2011Summary only. Only limited summary data is available for this year.$0.06$0.00$0.15$0.18$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANA NELSONPresident, Trustee-$0--
JOHN ATWATERTreasurer, Trustee-$0--
C DAVID NELSONSecretary, Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHarvard UniversityAtwater Nelson Muresanu Fully Flexible Undergraduate Scholarship Fund and Harvard College FundPCCambridge, MA, US$297,356
Paid GrantHarvard UniversityPerforming Arts at Harvard University Construction Fund at the American Repertory Theater (A.R.T.)PCCambridge, MA, US$148,046
Paid GrantHarvard UniversityPerforming Arts at Harvard University Construction Fund at the American Repertory Theater (A.R.T.)PCCambridge, MA, US$51,782
Filing and Contact Details

Filer

Filer Name
Diana Nelson and John Atwater Family
EIN
20-4900208
In Care Of
% TONKAWA INC
Phone
9524045636
Address
701 CARLSON PKWY STE 1250, MINNETONKA, MN 55305

Signing Officer

Name
C David Nelson
Title
Secretary
Phone
9524045636
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Carlson Holdings Inc
Address
701 CARLSON PKWY STE 1500, MINNETONKA, MN 55305
Preparer
Andrew Buckneberg
Phone
7637622254
Raw XML Appendix338 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/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TONKAWA INC
IRS990PF/StatementsRegardingActyGrp/PhoneNum09524045600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DIANA NELSON
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JOHN ATWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0297356
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1148046
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt251782
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Atwater Nelson Muresanu Fully Flexible Undergraduate Scholarship Fund and Harvard College Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Performing Arts at Harvard University Construction Fund at the American Repertory Theater (A.R.T.)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Performing Arts at Harvard University Construction Fund at the American Repertory Theater (A.R.T.)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Harvard University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Harvard University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Harvard University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0124 Mount Auburn Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1124 Mount Auburn Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2124 Mount Auburn Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cambridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Cambridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Cambridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0021385813
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1021385813
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2021385813
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0497184
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/AppliedToCurrentYearAmt027312
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027312
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0209932
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt041923
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt056095
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt056095
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0730104
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0478249
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0209932
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt041923
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0505561
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0478249
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0786199
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0307950
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DIANA NELSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03746 JACKSON STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN FRANCISCO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094118
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0448437
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum23
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt049917
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1249443
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2149077
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0171 shares VTI
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1438 shares MDY
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc23,284 shares SPSM
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-12-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22024-12-20
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1355650
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DECREASE IN UNREALIZED APPRECIATION
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ON PORTFOLIO ASSETS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MN ATTORNEY GENERAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0155083
OtherIncreasesSchedule/OtherIncreasesDetail/Amt10
OtherIncreasesSchedule/OtherIncreasesDetail/Amt212519
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON GIFTED ASSETS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1INCREASE IN UNREALIZED APPRECIATION
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2ON PORTFOLIO ASSETS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0369
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt18352
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0NORTHERN TRUST FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TONKAWA FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt08352
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0369
TaxesSchedule/TaxesDetail/Amt0331
TaxesSchedule/TaxesDetail/Amt1143
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHHOLDING
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0143
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0C DAVID NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09524045636
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DIANA NELSON AND JOHN ATWATER FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DIAN
ReturnHeader/Filer/EIN0204900208
ReturnHeader/Filer/InCareOfNm0% TONKAWA INC
ReturnHeader/Filer/PhoneNum09524045636
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 CARLSON PKWY STE 1250
ReturnHeader/Filer/USAddress/CityNm0MINNETONKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055305
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARLSON HOLDINGS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0701 CARLSON PKWY STE 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNETONKA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055305
ReturnHeader/PreparerPersonGrp/PhoneNum07637622254
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW BUCKNEBERG
ReturnHeader/ReturnTs02025-05-15T13:52:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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