Civic Intelligence

The Aquinas Institute for the Study of Sacred Doctrine

990 • Fiscal year 2021 • EIN 26-3960330

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 19, 2022

Organization ProfileWWW.THEAQUINASINSTITUTE.ORG
200 Morgan LaneLander, WY 82520

(802) 278-4627

Siviq Scores

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

Liabilities / Assets

84th percentile

0.24x

Higher debt load relative to assets than 84% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

76th percentile

0.06x

Higher debt load relative to revenue than 76% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

9th percentile

-75%

Higher net margin than 9% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

98th percentile

$101,972

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 42.7% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

5th percentile

-73%

Faster asset growth than 5% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

21st percentile

-40%

Faster revenue growth than 21% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$58,792

Down $291,452 (-83%) from 2019

Net Assets

Down

$44,681

Down $298,180 (-87%) from 2019

Liabilities

Up

$14,111

Up $6,728 (+91%) from 2019

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin9th percentile

Revenue

Down

$238,596

Down $135,234 (-36%) from 2019

Expenses

Up

$417,326

Up $125,651 (+43%) from 2019

Net Income

Down

-$178,730

Down $260,885 (-318%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2012: $566,443Liabilities 2012: $442,750Net Assets 2012: $123,6932012Assets 2013: $616,652Liabilities 2013: $463,854Net Assets 2013: $152,7982013Assets 2014: $333,668Liabilities 2014: $111,916Net Assets 2014: $221,7522014Assets 2016: $592,433Liabilities 2016: $236,028Net Assets 2016: $356,4052016Assets 2017: $497,658Liabilities 2017: $172,583Net Assets 2017: $325,0752017Assets 2019: $350,244Liabilities 2019: $7,383Net Assets 2019: $342,8612019Assets 2021: $58,792Liabilities 2021: $14,111Net Assets 2021: $44,6812021Assets 2022: $791,060Liabilities 2022: $775,334Net Assets 2022: $15,7262022Assets 2024: $811,576Liabilities 2024: $1,039,664Net Assets 2024: -$228,0882024

Highlighted filing

2021

Assets$58,792
Liabilities$14,111
Net Assets$44,681
Open 2021 Filing

Operations Trend

Revenue Growth21st percentile

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

$600K$400K$200K$0-$200KExpenses 2012: $43,9722012Revenue 2013: $210,256Expenses 2013: $181,151Net Income 2013: $29,1052013Revenue 2014: $225,031Expenses 2014: $156,077Net Income 2014: $68,9542014Revenue 2016: $244,058Expenses 2016: $176,268Net Income 2016: $67,7902016Revenue 2017: $176,183Expenses 2017: $207,513Net Income 2017: -$31,3302017Revenue 2019: $373,830Expenses 2019: $291,675Net Income 2019: $82,1552019Revenue 2021: $238,596Expenses 2021: $417,326Net Income 2021: -$178,7302021Revenue 2022: $224,443Expenses 2022: $253,398Net Income 2022: -$28,9552022Revenue 2024: $151,949Expenses 2024: $157,797Net Income 2024: -$5,8482024

Highlighted filing

2021

Revenue$238,596
Expenses$417,326
Net Income-$178,730
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 19, 2022
Return Version
2021v4.0
Gross Receipts
$328,635
Mission and Program Overview

Mission

To research, publish, and teach from the greatest writings in history, with a focus on bringing medieval scholarship into modern critical dialog.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$70,720$56,482▼ $14,238
Land, Buildings, and Equipment, Net$12,854$2,310▼ $10,544
Other Assets Total$137,186--
Total Assets$220,760$58,792▼ $161,968
Liabilities
Accounts Payable and Accrued Expenses$-2,651$14,111▲ $16,762
Total Liabilities$-2,651$14,111▲ $16,762
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$223,411$44,681▼ $178,730
Total Net Assets Fund Balance$223,411$44,681▼ $178,730
Total Liabilities and Net Assets / Fund Balance$220,760$58,792▼ $161,968

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,310$11,592$13,902
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
John MortensenPresidentFT$101,972$101,972

Board Members and Trustees

NameTitle
Peter KwasniewskiSecretary
Jeremy HolmesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$135,748
Program Service Revenue
$0
Investment Income
$53,360
Other Revenue
$49,488
All Other Contributions
$135,748
Change in Net Assets
$-178,730
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$297,212
Other Expenses$120,114
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$124,297--$124,297
Current Officers, Directors, Trustees, and Key Employees$88,667$18,000-$106,667
Other Employee Benefits$44,619$10,026-$54,645
Occupancy$15,000$15,000-$30,000
Office Expenses$12,702$12,702-$25,404
Royalties$17,956--$17,956
Payroll Taxes$9,645$1,958-$11,603
Travel$8,178--$8,178
Depreciation Depletion$4,779--$4,779
Fees for Services Accounting$1,763$1,763-$3,526
Other Expenses$1,233$8,480-$1,233
Information Technology$1,188--$1,188
Insurance$998--$998
Advertising$333$333-$666
Total Functional Expenses$349,064$68,262$0$417,326
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
John MortensenEmployeeEmploymentNo$60,000
Beth MortensenEmployeeEmploymentNo$46,667
John Beth MortensenLandlordRentNo$30,000
John MortensenEmployeeRoyaltiesNo$11,972
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“John mortensen beth mortensen president employee spouse”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is signed and reviewed by president, john mortensen, for accuracy and provided to the board before the form is filed.”

Form 990, Page 6, Part VI, Line 12C

“Every year each board member reviews the conflict of interest policy and d iscloses any conflicts.”

Form 990, Page 6, Part VI, Line 19

“Upon request provided in pdf file form”

Filing and Contact Details

Filer

Filer Name
Aquinas Institute Inc
EIN
26-3960330
Phone
8022784627
Address
200 MORGAN LANE, LANDER, WY 82520

Signing Officer

Name
John Mortensen
Title
President
Phone
8022784627
Signed
2022-09-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Mortensen
Formed
2008
Legal Domicile
Wi
Voting Board Members
3
Independent Board Members
3
Employees
2

Preparer

Firm
Focus CPA Inc
Address
117A PACKERLAND DR, GREEN BAY, WI 54303
Preparer
Mary Guldan-lindstrom CPA
Phone
9203514842
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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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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm3JOHN MORTENSEN
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt060000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt146667
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt230000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt311972
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0EMPLOYMENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1EMPLOYMENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2RENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc3ROYALTIES
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JOHN MORTENSEN BETH MORTENSEN PRESIDENT EMPLOYEE SPOUSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS SIGNED AND REVIEWED BY PRESIDENT, JOHN MORTENSEN, FOR ACCURACY AND PROVIDED TO THE BOARD BEFORE THE FORM IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVERY YEAR EACH BOARD MEMBER REVIEWS THE CONFLICT OF INTEREST POLICY AND D ISCLOSES ANY CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST PROVIDED IN PDF FILE FORM
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0220760
IRS990/TotalAssetsEOYAmt058792
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IRS990/TotalAssetsGrp/EOYAmt058792
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt068262
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0349064
IRS990/TotalFunctionalExpensesGrp/TotalAmt0417326
IRS990/TotalGrossUBIAmt047945
IRS990/TotalLiabilitiesBOYAmt0-2651
IRS990/TotalLiabilitiesEOYAmt014111
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IRS990/TotalLiabilitiesGrp/EOYAmt014111
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0223411
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IRS990/TotalProgramServiceExpensesAmt0349064
IRS990/TotalReportableCompFromOrgAmt0101972
IRS990/TotalRevenueGrp/ExclusionAmt01543
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt053360
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0238596
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt047945
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IRS990/TravelGrp/ProgramServicesAmt08178
IRS990/TravelGrp/TotalAmt08178
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/USAddress/AddressLine1Txt0200 MORGAN LN
IRS990/USAddress/CityNm0LANDER
IRS990/USAddress/StateAbbreviationCd0WY
IRS990/USAddress/ZIPCd082520
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.THEAQUINASINSTITUTE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MORTENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08022784627
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AQUINAS INSTITUTE INC
ReturnHeader/Filer/BusinessNameControlTxt0AQUI
ReturnHeader/Filer/EIN0263960330
ReturnHeader/Filer/PhoneNum08022784627
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 MORGAN LANE
ReturnHeader/Filer/USAddress/CityNm0LANDER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WY
ReturnHeader/Filer/USAddress/ZIPCd082520
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455384607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOCUS CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0117A PACKERLAND DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREEN BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054303
ReturnHeader/PreparerPersonGrp/PhoneNum09203514842
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY GULDAN-LINDSTROM CPA
ReturnHeader/ReturnTs02022-09-26T10:26:38-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORTENSEN
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 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,792
Liabilities
$14,111
Net assets
$44,681
Revenue
$238,596
Expenses
$417,326
Net income
-$178,730
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.81$1.04$0.23$0.15$0.16$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.78$0.02$0.22$0.25$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.06$0.01$0.04$0.24$0.42$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.01$0.34$0.37$0.29$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.17$0.33$0.18$0.21$0.03
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.24$0.36$0.24$0.18$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.11$0.22$0.23$0.16$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.62$0.46$0.15$0.21$0.18$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.44$0.12$0.04