Civic Intelligence

The Aquinas Institute for the Study of Sacred Doctrine

990 • Fiscal year 2016 • EIN 26-3960330

Jan 01, 2016 to Dec 31, 2016 • Filed on May 02, 2017

Organization ProfileWWW.THEAQUINASINSTITUTE.ORG
240 E Falcon Hill WayGreen Bay, WI 54302

(802) 278-4627

Siviq Scores

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

Liabilities / Assets

80th percentile

0.40x

Higher debt load relative to assets than 80% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

89th percentile

0.97x

Higher debt load relative to revenue than 89% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

84th percentile

28%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

61st percentile

$41,090

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 16.8% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

85th percentile

33%

Faster asset growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2016

Revenue Growth

53rd percentile

4.1%

Faster revenue growth than 53% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$592,433

Up $258,765 (+78%) from 2014

Net Assets

Up

$356,405

Up $134,653 (+61%) from 2014

Liabilities

Up

$236,028

Up $124,112 (+111%) from 2014

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin84th percentile

Revenue

Up

$244,058

Up $19,027 (+8.5%) from 2014

Expenses

Up

$176,268

Up $20,191 (+13%) from 2014

Net Income

Down

$67,790

Down $1,164 (-1.7%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2016

Assets$592,433
Liabilities$236,028
Net Assets$356,405
Open 2016 Filing

Operations Trend

Revenue Growth53rd 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

2016

Revenue$244,058
Expenses$176,268
Net Income$67,790
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 2, 2017
Return Version
2016v3.0
Gross Receipts
$388,327
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.

Provide religious educational opportunities to those who desire them.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$337,930$321,311▼ $16,619
Inventories for Sale or Use$185,516$206,300▲ $20,784
Cash and Non-Interest-Bearing Accounts$36,487$63,223▲ $26,736
Land, Buildings, and Equipment, Net$2,208$1,469▼ $739
Accounts Receivable$820$130▼ $690
Total Assets$562,961$592,433▲ $29,472
Liabilities
Other Liabilities$273,102$210,597▼ $62,505
Accounts Payable and Accrued Expenses$1,244$25,431▲ $24,187
Total Liabilities$274,346$236,028▼ $38,318
Net Assets / Fund Balance
Unrestricted Net Assets$288,615$356,405▲ $67,790
Total Net Assets Fund Balance$288,615$356,405▲ $67,790
Total Liabilities and Net Assets / Fund Balance$562,961$592,433▲ $29,472

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,469$3,850$5,319
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseTotal
John MortensenPresidentFT$41,090$41,090
Peter KwasniewskiSecretaryPT$9,600$9,600

Board Members and Trustees

NameTitle
Jeremy HolmesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$68,111
Program Service Revenue
$0
Investment Income
$59,078
Other Revenue
$116,869
All Other Contributions
$4,709
Change in Net Assets
$67,790
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$130,695
Other Expenses$45,573
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$73,030--$73,030
Current Officers, Directors, Trustees, and Key Employees$38,363$12,327-$50,690
Office Expenses$6,390$6,390-$12,780
Insurance$7,392--$7,392
Payroll Taxes$6,063$912-$6,975
Fees for Services Accounting$2,282$2,283-$4,565
Travel$2,434--$2,434
Fees for Services Other$880$881-$1,761
Depreciation Depletion$517$222-$739
Other Expenses$293$1,069-$293
Interest$113--$113
Royalties$55--$55
Total Functional Expenses$152,184$24,084$0$176,268
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
Beth MortensenSpouseEmploymentNo$50,080
John MortensenSpouseEmploymentNo$41,090
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Interest$178,529
Note Payable - Bank$32,068
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
Yes
Business relationship with organization members
No
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

“Beth mortensen john mortensen 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

“Periodic reviews of potential 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
240 E FALCON HILL WAY, GREEN BAY, WI 54302

Signing Officer

Name
John Mortensen
Title
President
Phone
3073497241
Signed
2017-05-02
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 54303-4848
Preparer
Mary Guldan-lindstrom
Phone
9203514842
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“To provide catholic biblical and theological formation through research, classes and publishing.”

Raw XML Appendix356 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BETH MORTENSEN JOHN MORTENSEN SPOUSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS SIGNED AND REVIEWED BY PRESIDENT, JOHN MORTENSEN FOR ACCURACY AND PROVIDED TO THE BOARD BEFORE THE FORM IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PERIODIC REVIEWS OF POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST PROVIDED IN PDF FILE FORM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY GULDAN-LINDSTROM
ReturnHeader/ReturnTs02017-05-24T08:48:01-05:00
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ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$592,433
Liabilities
$236,028
Net assets
$356,405
Revenue
$244,058
Expenses
$176,268
Net income
$67,790
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
2016Detailed filing. Detailed filing data is available for this year.$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