Civic Intelligence

The Aplin Samuelson Family Foundation

990PF • Fiscal year 2021 • EIN 26-3902323

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile
11027 Bell Oaks Estate RoadEden Prairie, MN 55347

(612) 325-8542

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$774,201

Up $200,205 (+35%) from 2020

Net Assets

Up

$774,201

Up $200,205 (+35%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses

Revenue

Up

$14,710

Up $11,197 (+319%) from 2020

Expenses

Up

$42,681

Up $4,278 (+11%) from 2020

Net Income

Up

-$27,971

Up $6,919 (+20%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $88,158Liabilities 2011: $0Net Assets 2011: $88,1582011Assets 2012: $101,638Liabilities 2012: $0Net Assets 2012: $101,6382012Assets 2013: $98,072Liabilities 2013: $0Net Assets 2013: $98,0722013Assets 2014: $93,302Liabilities 2014: $0Net Assets 2014: $93,3022014Assets 2015: $70,753Liabilities 2015: $0Net Assets 2015: $70,7532015Assets 2016: $491,096Liabilities 2016: $0Net Assets 2016: $491,0962016Assets 2018: $441,846Liabilities 2018: $0Net Assets 2018: $441,8462018Assets 2019: $542,432Liabilities 2019: $0Net Assets 2019: $542,4322019Assets 2020: $573,996Liabilities 2020: $0Net Assets 2020: $573,9962020Assets 2021: $774,201Liabilities 2021: $0Net Assets 2021: $774,2012021Assets 2022: $573,759Liabilities 2022: $0Net Assets 2022: $573,7592022Assets 2023: $809,294Liabilities 2023: $0Net Assets 2023: $809,2942023Assets 2024: $889,844Liabilities 2024: $0Net Assets 2024: $889,8442024

Highlighted filing

2021

Assets$774,201
Liabilities$0
Net Assets$774,201
Open 2021 Filing

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $10,9282011Expenses 2012: $12,9792012Revenue 2013: $5,494Expenses 2013: $15,240Net Income 2013: -$9,7462013Revenue 2014: $12,843Expenses 2014: $14,075Net Income 2014: -$1,2322014Revenue 2015: -$4,103Expenses 2015: $15,950Net Income 2015: -$20,0532015Revenue 2016: $442,087Expenses 2016: $15,995Net Income 2016: $426,0922016Revenue 2018: $21,394Expenses 2018: $46,190Net Income 2018: -$24,7962018Revenue 2019: $49,059Expenses 2019: $33,792Net Income 2019: $15,2672019Revenue 2020: $3,513Expenses 2020: $38,403Net Income 2020: -$34,8902020Revenue 2021: $14,710Expenses 2021: $42,681Net Income 2021: -$27,9712021Revenue 2022: $14,249Expenses 2022: $23,715Net Income 2022: -$9,4662022Revenue 2023: $79,929Expenses 2023: $34,540Net Income 2023: $45,3892023Revenue 2024: $249,555Expenses 2024: $58,027Net Income 2024: $191,5282024

Highlighted filing

2021

Revenue$14,710
Expenses$42,681
Net Income-$27,971
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGORY D APLINVP/Sec Treas-$0--
JANICE E APLINPresident-$0--
ALISON J APLINVice President-$0--
MARK BOXVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Aplin Samuelson Family Foundation
EIN
26-3902323
Phone
6123258542
Address
11027 BELL OAKS ESTATE ROAD, EDEN PRAIRIE, MN 55347

Signing Officer

Name
Janice E Aplin
Title
President
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Charles E Schneider CPA Ltd
Address
5402 PARKDALE DR SUITE 100, MINNEAPOLIS, MN 55416
Preparer
Charles E Schneider
Phone
6129297004
Raw XML Appendix315 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/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt037000
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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/AppliedToCurrentYearAmt032407
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032407
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07395
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05255
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013264
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011016
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011016
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt031059
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05145
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07395
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05255
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013264
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037552
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05145
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt042075
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036930
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MINNESOTA FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03591
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03591
TaxesSchedule/TaxesDetail/Amt01000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANICE E APLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE APLIN SAMUELSON FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0APLI
ReturnHeader/Filer/EIN0263902323
ReturnHeader/Filer/PhoneNum06123258542
ReturnHeader/Filer/USAddress/AddressLine1Txt011027 BELL OAKS ESTATE ROAD
ReturnHeader/Filer/USAddress/CityNm0EDEN PRAIRIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055347
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411826129
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHARLES E SCHNEIDER CPA LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05402 PARKDALE DR SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055416
ReturnHeader/PreparerPersonGrp/PhoneNum06129297004
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES E SCHNEIDER
ReturnHeader/ReturnTs02022-11-15T16:44:00-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JANICE E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0APLIN
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
$774,201
Liabilities
$0
Net assets
$774,201
Revenue
$14,710
Expenses
$42,681
Net income
-$27,971
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.90$0.00$8.90$2.50$0.58$1.92
2023Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$0.80$0.35$0.45
2022Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.14$0.24$0.09
2021Detailed filing. Detailed filing data is available for this year.$7.74$0.00$7.74$0.15$0.43$0.28
2020Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.04$0.38$0.35
2019Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.49$0.34$0.15
2018Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.21$0.46$0.25
2016Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$4.42$0.16$4.26
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.04$0.16$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.13$0.14$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.05$0.15$0.10
2012Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.13
2011Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.11