Civic Intelligence

William Douglas Sutton Foundation

990PF • Fiscal year 2021 • EIN 20-5716699

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

Organization Profile
8400 Normandale Lake Blvd Ste 920Bloomington, MN 55437

(952) 921-3994

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

92nd percentile

73%

Higher net margin than 92% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

69th percentile

17%

Faster asset growth than 69% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

500%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,894,094

Up $272,880 (+17%) from 2020

Net Assets

Up

$1,894,094

Up $272,880 (+17%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin92nd percentile

Revenue

Up

$371,837

Up $309,839 (+500%) from 2020

Expenses

Up

$99,567

Up $7,580 (+8.2%) from 2020

Net Income

Up

$272,270

Up $302,259 (+1008%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $890,134Liabilities 2011: $12011Assets 2012: $1,352,645Liabilities 2012: $12012Assets 2013: $1,384,333Liabilities 2013: $0Net Assets 2013: $1,384,3332013Assets 2014: $1,482,161Liabilities 2014: $0Net Assets 2014: $1,482,1612014Assets 2015: $1,547,526Liabilities 2015: $0Net Assets 2015: $1,547,5262015Assets 2016: $1,563,763Liabilities 2016: $0Net Assets 2016: $1,563,7632016Assets 2017: $1,558,363Liabilities 2017: $0Net Assets 2017: $1,558,3632017Assets 2018: $1,608,567Liabilities 2018: $0Net Assets 2018: $1,608,5672018Assets 2019: $1,661,340Liabilities 2019: $0Net Assets 2019: $1,661,3402019Assets 2020: $1,621,214Liabilities 2020: $0Net Assets 2020: $1,621,2142020Assets 2021: $1,894,094Liabilities 2021: $0Net Assets 2021: $1,894,0942021Assets 2022: $1,863,062Liabilities 2022: $0Net Assets 2022: $1,863,0622022Assets 2023: $1,664,945Liabilities 2023: $12023Assets 2024: $1,643,257Liabilities 2024: $0Net Assets 2024: $1,643,2572024

Highlighted filing

2021

Assets$1,894,094
Liabilities$0
Net Assets$1,894,094
Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $39,125Expenses 2011: $76,186Net Income 2011: -$37,0612011Revenue 2012: $567,807Expenses 2012: $66,271Net Income 2012: $501,5362012Revenue 2013: $95,595Expenses 2013: $63,907Net Income 2013: $31,6882013Revenue 2014: $153,859Expenses 2014: $56,031Net Income 2014: $97,8282014Revenue 2015: $146,642Expenses 2015: $81,277Net Income 2015: $65,3652015Revenue 2016: $96,529Expenses 2016: $80,292Net Income 2016: $16,2372016Revenue 2017: $77,135Expenses 2017: $82,535Net Income 2017: -$5,4002017Revenue 2018: $150,764Expenses 2018: $100,560Net Income 2018: $50,2042018Revenue 2019: $138,933Expenses 2019: $86,160Net Income 2019: $52,7732019Revenue 2020: $61,998Expenses 2020: $91,987Net Income 2020: -$29,9892020Revenue 2021: $371,837Expenses 2021: $99,567Net Income 2021: $272,2702021Revenue 2022: $73,404Expenses 2022: $111,754Net Income 2022: -$38,3502022Revenue 2023: $187,736Expenses 2023: $119,527Net Income 2023: $68,2092023Revenue 2024: $106,742Expenses 2024: $123,805Net Income 2024: -$17,0632024

Highlighted filing

2021

Revenue$371,837
Expenses$99,567
Net Income$272,270
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 23, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRY BECKERTrustee-$0--
LAURA BECKERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
William Douglas Sutton Foundation
EIN
20-5716699
Phone
9529213994
Address
8400 NORMANDALE LAKE BLVD STE 920, BLOOMINGTON, MN 55437

Signing Officer

Name
Terry Becker
Title
Trustee
Phone
9529213994
Signed
2022-06-23

Preparer

Firm
Cma Tax & Accounting Inc
Address
7900 XERXES AVE SOUTH STE 500, BLOOMINGTON, MN 55431
Preparer
Sten a Taracks
Phone
9528930107
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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/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LAURA BECKER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08400 NORMANDALE LAKE BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0SUITE 920
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BLOOMINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055437
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09529213994
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt075000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0BRAIN CANCER & ALZHEIMERS' RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SURVIVORSHIP RESEARCH & CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MAYO FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHILDRENS' CANCER RESEARCH FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 FIRST STREET SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17301 OHMS LANE SUITE 355
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055905
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155439
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt085000
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/AppliedToCurrentYearAmt03844
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt083672
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt096811
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt087516
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt092967
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt083672
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LAURA BECKER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06909 DAKOTA TRAIL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0EDINA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd055439
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0262023
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0262023
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc06,145 SHARES BSX
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-12-23
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02262
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FUND TRACKING DIFFERENCES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MINNESOTA REGISTRATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02872
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09325
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13682
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ADMINISTRATIVE SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01841
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09325
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11841
TaxesSchedule/TaxesDetail/Amt0235
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX VIA 1099-DIV
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0235
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY BECKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09529213994
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM DOUGLAS SUTTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0205716699
ReturnHeader/Filer/PhoneNum09529213994
ReturnHeader/Filer/USAddress/AddressLine1Txt08400 NORMANDALE LAKE BLVD STE 920
ReturnHeader/Filer/USAddress/CityNm0BLOOMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055437
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411655635
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CMA TAX & ACCOUNTING INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07900 XERXES AVE SOUTH STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLOOMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055431
ReturnHeader/PreparerPersonGrp/PhoneNum09528930107
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEN A TARACKS
ReturnHeader/ReturnTs02022-08-29T13:40:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BECKER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,894,094
Liabilities
$0
Net assets
$1,894,094
Revenue
$371,837
Expenses
$99,567
Net income
$272,270
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.11$0.12$0.02
2023Summary only. Only limited summary data is available for this year.$1.66$0.00$0.19$0.12$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.07$0.11$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.37$0.10$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.06$0.09$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.14$0.09$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.15$0.10$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.08$0.08$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.10$0.08$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.15$0.08$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.15$0.06$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.10$0.06$0.03
2012Summary only. Only limited summary data is available for this year.$1.35$0.00$0.57$0.07$0.50
2011Summary only. Only limited summary data is available for this year.$0.89$0.00$0.04$0.08$0.04