Civic Intelligence

Carl and Verna Schmidt Foundation

EIN 23-7423942 • Rochester, MN

PO Box 638Rochester, MN 55903-0638
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

12th percentile

-26%

Higher net margin than 12% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2022 to 2024

Revenue Growth

82nd percentile

42%

Faster revenue growth than 82% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$44,276,560

Up $4,290,784 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$44,276,560

Up $4,290,784 (+11%) from 2023

Operations
Liabilities / Revenue15th percentileNet Margin12th percentile

Revenue

Up

$1,998,587

Up $309,710 (+18%) from 2023

Expenses

Down

$2,520,803

Down $40,534 (-1.6%) from 2023

Net Income

Up

-$522,216

Up $350,244 (+40%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$60M$40M$20M$0Assets 2020: $34,432,830Liabilities 2020: $0Net Assets 2020: $34,432,8302020Assets 2021: $41,707,160Liabilities 2021: $0Net Assets 2021: $41,707,1602021Assets 2022: $36,033,705Liabilities 2022: $0Net Assets 2022: $36,033,7052022Assets 2023: $39,985,776Liabilities 2023: $0Net Assets 2023: $39,985,7762023Assets 2024: $44,276,560Liabilities 2024: $0Net Assets 2024: $44,276,5602024

Highlighted filing

2024

Assets$44,276,560
Liabilities$0
Net Assets$44,276,560
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2020: $915,506Expenses 2020: $1,838,639Net Income 2020: -$923,1332020Revenue 2021: $1,242,209Expenses 2021: $1,771,375Net Income 2021: -$529,1662021Revenue 2022: $990,205Expenses 2022: $2,510,260Net Income 2022: -$1,520,0552022Revenue 2023: $1,688,877Expenses 2023: $2,561,337Net Income 2023: -$872,4602023Revenue 2024: $1,998,587Expenses 2024: $2,520,803Net Income 2024: -$522,2162024

Highlighted filing

2024

Revenue$1,998,587
Expenses$2,520,803
Net Income-$522,216
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$44,276,560
Liabilities
$0
Net assets
$44,276,560
Revenue
$1,998,587
Expenses
$2,520,803
Net income
-$522,216
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$44.3$0.00$44.3$2.00$2.52$0.52
2023Detailed filing. Detailed filing data is available for this year.$40.0$0.00$40.0$1.69$2.56$0.87
2022Detailed filing. Detailed filing data is available for this year.$36.0$0.00$36.0$0.99$2.51$1.52
2021Detailed filing. Detailed filing data is available for this year.$41.7$0.00$41.7$1.24$1.77$0.53
2020Detailed filing. Detailed filing data is available for this year.$34.4$0.00$34.4$0.92$1.84$0.92
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN C ANDERSONTrusteePT$0--
NADINE K ANDERSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Carl and Verna Schmidt Foundation
EIN
23-7423942
Phone
5072852517
Address
PO BOX 638, ROCHESTER, MN 55903-0638

Signing Officer

Name
Alan C Anderson
Title
Trustee
Phone
5072852517
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Alan C Anderson Chartered CPA
Address
121 14TH STREET NE SUITE B, ROCHESTER, MN 55906
Preparer
Mary Mark Patten
Phone
5072883947
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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/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt043466972
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0243804
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt038327109
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0652005
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt04896059
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02140748
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt042814967
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt043466972
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0ALAN C ANDERSON CHARTERED CPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0318836
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0TTE/MGMT/ACCTG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0121 14TH ST NE SUITE B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0ROCHESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd055906
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALAN C ANDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NADINE K ANDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0121 14TH ST NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1121 14TH ST NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ROCHESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ROCHESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd055906
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd155906
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02089863
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02089863
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
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/IndividualWithBooksNm0ALAN C ANDERSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0121 14TH ST NE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ROCHESTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055906
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05072852517
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0BY APPLICATION ONLY; TELEPHONE APPLICATIONS ARE NOT ACCEPTED. BRIEF DESCRIPTION OF PURPOSE, LOCATION AND AMOUNT OF REQUEST ON FOUNDATION'S GRANT APPLICATION FORM.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CARL AND VERNA SCHMIDT FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05072852517
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 638
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ROCHESTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd055903
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GENERAL RESTRICTIONS: SECTION 501(C)(3)ORGANIZATION ONE REQUEST PER CALENDAR YEAR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO DEADLINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02005736
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SCHEDULE OF GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PAID ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055906
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02005736
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/AppliedToCurrentYearAmt01748180
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0341683
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02118554
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02089863
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0370374
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0341683
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt034266
LandEtcSchedule2/LandEtcGrp/BookValueAmt08479
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt042745
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt08479
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt029512054
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11400
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MARK TO FAIR MARKET VALUES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DAMAGE DEPOSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2PREPAID RENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt034495826
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11400
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt213200
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01400
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt113200
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0170771
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BASIS ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE AND POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PUBLIC RELATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03488
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11166
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2960
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3871

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