Civic Intelligence

The Aquinas Institute for the Study of Sacred Doctrine

990PF • Fiscal year 2024 • EIN 26-3960330

Jan 01, 2024 to Dec 31, 2024 • Filed on Sep 15, 2025

Organization Profilewww.theaquinasinstitute.org

Refreshing map…

200 Packerland Dr Suite AGreen Bay, WI 54303

(307) 349-7241

Siviq Scores

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

Liabilities / Assets

96th percentile

1.28x

Higher debt load relative to assets than 96% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

6.84x

Higher debt load relative to revenue than 98% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

31st percentile

-3.8%

Higher net margin than 31% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

49th percentile

3.7%

Faster asset growth than 49% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-6.5%

Faster revenue growth than 28% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$811,576

Up $20,516 (+2.6%) from 2022

Net Assets

Down

-$228,088

Down $243,814 (-1550%) from 2022

Liabilities

Up

$1,039,664

Up $264,330 (+34%) from 2022

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin31st percentile

Revenue

Down

$151,949

Down $72,494 (-32%) from 2022

Expenses

Down

$157,797

Down $95,601 (-38%) from 2022

Net Income

Up

-$5,848

Up $23,107 (+80%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2024

Assets$811,576
Liabilities$1,039,664
Net Assets-$228,088
Open 2024 Filing

Operations Trend

Revenue Growth28th 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

2024

Revenue$151,949
Expenses$157,797
Net Income-$5,848
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 15, 2025
Return Version
2024v5.0
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.

Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN MORTENSENPresidentPT$0--
BETH MORTENSENBoard MemberPT$0--
MARIETTA MORTENSENBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Aquinas Institute Inc
EIN
26-3960330
Phone
3073497241
Address
200 PACKERLAND DR SUITE A, GREEN BAY, WI 54303

Signing Officer

Name
John Mortensen
Title
President
Phone
8022784627
Signed
2025-09-15

Preparer

Firm
Focus CPA Inc
Address
117A PACKERLAND DR, GREEN BAY, WI 54303
Preparer
Mary Guldan-lindstrom CPA
Phone
9203514842
Raw XML Appendix353 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/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1SCHLOSSGASSE 21
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PEORIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TRUMAU AUSTRIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd061614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd183713
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05278
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/AppliedToCurrentYearAmt05278
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026284
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt021006
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt043779
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt014655
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt021006
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt037428
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt037428
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05278
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt037428
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt058434
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROBERT MORTENSEN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04190 N COLUMBINE ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BOISE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0ID
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd083713
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt012000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt024192
LandEtcSchedule2/LandEtcGrp/BookValueAmt0628524
LandEtcSchedule2/LandEtcGrp/BookValueAmt1116600
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0EQUIPMENT
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1LAND
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0652716
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1116600
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0769316
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt1116600
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt04347
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04347
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt043
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0997
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt12588
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt22129
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt38664
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt439
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt5757
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt6648
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt765053
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt84
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE EXENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5TEACHING SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7MARKETING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8CONTRACTORS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9ROYALTIES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0997
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12588
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22129
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt38664
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt439
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5757
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6648
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt765053
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt84
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0122903
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0122903
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0122903
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0266062
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt1402300
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt2326159
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0MORTGAGE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1EIDL LOAN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc2OTHER LOAN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0256921
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1400024
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt2380561
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt07183
TaxesSchedule/TaxesDetail/Amt07183
TaxesSchedule/TaxesDetail/CategoryTxt0240 CRYSTAL DR
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MORTENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08022784627
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AQUINAS INSTITUTE INC
ReturnHeader/Filer/BusinessNameControlTxt0AQUI
ReturnHeader/Filer/EIN0263960330
ReturnHeader/Filer/PhoneNum03073497241
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 PACKERLAND DR SUITE A
ReturnHeader/Filer/USAddress/CityNm0GREEN BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054303
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02025-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY GULDAN-LINDSTROM CPA
ReturnHeader/ReturnTs02025-09-18T10:13:51-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$811,576
Liabilities
$1,039,664
Net assets
-$228,088
Revenue
$151,949
Expenses
$157,797
Net income
-$5,848
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
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$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