Civic Intelligence

Northfield Shares

990 • Fiscal year 2023 • EIN 27-3080430

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 25, 2024

Organization ProfileWWW.NORTHFIELDSHARES.ORG
PO Box 802Northfield, MN 55057

(507) 403-9755

Siviq Scores

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

Liabilities / Assets

41st percentile

0.08x

Higher debt load relative to assets than 41% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

70th percentile

0.42x

Higher debt load relative to revenue than 70% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

92nd percentile

57%

Higher net margin than 92% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

41st percentile

$107,000

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

79th percentile

23%

Faster asset growth than 79% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

173%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$7,261,094

Up $1,366,158 (+23%) from 2022

Net Assets

Up

$6,706,777

Up $1,280,420 (+24%) from 2022

Liabilities

Up

$554,317

Up $85,738 (+18%) from 2022

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin92nd percentile

Revenue

Up

$1,305,426

Up $827,884 (+173%) from 2022

Expenses

Up

$567,329

Up $47,923 (+9.2%) from 2022

Net Income

Up

$738,097

Up $779,961 (+1863%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$15M$10M$5.0M$0Assets 2013: $42,388Net Assets 2013: $42,3882013Assets 2015: $79,331Liabilities 2015: $0Net Assets 2015: $79,3312015Assets 2016: $1,113,604Liabilities 2016: $68,619Net Assets 2016: $1,044,9852016Assets 2017: $2,675,760Liabilities 2017: $527,682Net Assets 2017: $2,148,0782017Assets 2018: $4,481,239Liabilities 2018: $569,597Net Assets 2018: $3,911,6422018Assets 2019: $4,782,800Liabilities 2019: $450,623Net Assets 2019: $4,332,1772019Assets 2020: $5,309,836Liabilities 2020: $507,724Net Assets 2020: $4,802,1122020Assets 2021: $6,683,672Liabilities 2021: $550,482Net Assets 2021: $6,133,1902021Assets 2022: $5,894,936Liabilities 2022: $468,579Net Assets 2022: $5,426,3572022Assets 2023: $7,261,094Liabilities 2023: $554,317Net Assets 2023: $6,706,7772023Assets 2024: $10,261,389Liabilities 2024: $731,402Net Assets 2024: $9,529,9872024

Highlighted filing

2023

Assets$7,261,094
Liabilities$554,317
Net Assets$6,706,777
Open 2023 Filing

Operations Trend

Revenue Growth95th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $79,567Expenses 2013: $48,945Net Income 2013: $30,6222013Revenue 2015: $164,148Expenses 2015: $139,518Net Income 2015: $24,6302015Revenue 2016: $1,188,046Expenses 2016: $205,096Net Income 2016: $982,9502016Revenue 2017: $1,467,423Expenses 2017: $488,953Net Income 2017: $978,4702017Revenue 2018: $3,448,829Expenses 2018: $1,499,186Net Income 2018: $1,949,6432018Revenue 2019: $595,333Expenses 2019: $362,084Net Income 2019: $233,2492019Revenue 2020: $626,680Expenses 2020: $468,866Net Income 2020: $157,8142020Revenue 2021: $4,121,313Expenses 2021: $2,523,757Net Income 2021: $1,597,5562021Revenue 2022: $477,542Expenses 2022: $519,406Net Income 2022: -$41,8642022Revenue 2023: $1,305,426Expenses 2023: $567,329Net Income 2023: $738,0972023Revenue 2024: $4,108,981Expenses 2024: $1,327,198Net Income 2024: $2,781,7832024

Highlighted filing

2023

Revenue$1,305,426
Expenses$567,329
Net Income$738,097
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 25, 2024
Return Version
2023v5.1
Gross Receipts
$1,305,426
Mission and Program Overview

Mission

Northfield shares seeks to sustain and transform the northfield community by advancing philanthropy, inspiring volunteerism and promoting collaborative leadership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,509,993$6,833,701▲ $1,323,708
Cash and Non-Interest-Bearing Accounts$307,874$284,268▼ $23,606
Savings and Temporary Cash Investments$76,836$80,028▲ $3,192
Pledges and Grants Receivable$233$63,097▲ $62,864
Total Assets$5,894,936$7,261,094▲ $1,366,158
Liabilities
Other Liabilities$444,598$550,508▲ $105,910
Accounts Payable and Accrued Expenses$23,981$3,809▼ $20,172
Total Liabilities$468,579$554,317▲ $85,738
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,297,058$4,778,181▲ $481,123
Net Assets Without Donor Restrictions$1,129,299$1,928,596▲ $799,297
Total Net Assets Fund Balance$5,426,357$6,706,777▲ $1,280,420
Total Liabilities and Net Assets / Fund Balance$5,894,936$7,261,094▲ $1,366,158

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$4,381,337$145,536▲ $592,076$70,882$4,869,909
2022$4,894,320$129,777▼ $459,093$1,184$4,381,337
2021$4,198,052$97,974▲ $755,081-$4,894,320
2020$3,535,387$315,955▲ $483,768-$4,198,052
2019$3,433,992$175,110▲ $503,379$459,906$3,535,387
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Carrie CarrollExecutive DirectorsFT$107,000$107,000

Board Members and Trustees

NameTitle
Tara BerndtChair
John RobisonVice Chair
Cody WarrenBoard Member
Erika CampbellBoard Member
Jane BarthoBoard Member
Kelly StreetBoard Member
Kelly WebsterBoard Member
Pault ThibitotBoard Member
Perry LarsonBoard Member
Roberto ZayasBoard Member
Arlen MalechaSecretary
Stan MorkTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,109,435
Program Service Revenue
$5,937
Investment Income
$190,054
Other Revenue
$0
All Other Contributions
$1,109,435
Change in Net Assets
$738,097

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table1$58,923
Total Noncash Contributions1$58,923

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,305,426
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$542,323
Total Revenue per Audited Statements
$1,847,749
Total Revenue per Form 990
$1,305,426
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$319,780
Salaries, Compensation, and Employee Benefits$154,516
Other Expenses$93,033
Total Fundraising Expense$77,516
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$319,780--$319,780
Other Salaries and Wages$57,458$43,094$43,094$143,646
Advertising$2,684$9,291$8,672$20,647
Information Technology$6,055$6,054$6,238$18,347
Fees for Services Other$346$11,251$5,701$17,298
Payroll Taxes$4,348$3,261$3,261$10,870
Occupancy-$6,300-$6,300
Insurance-$6,256-$6,256
Fees for Services Accounting-$5,470-$5,470
Office Expenses$443$1,675$344$2,462
Travel$507-$508$1,015
Other Expenses$955$1,477$2,345$955
Total Functional Expenses$393,776$96,037$77,516$567,329

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$567,329
Total Expenses per Audited Statements$567,329
Total Expenses per Form 990$567,329
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Northfield Healthy Community InitiativeNorthfield, MN501(c)(3)General Operating Support$26,000
St Olaf CollegeNorthfield, MN501(c)(3)Equally Split Between Nursing Program & Classics Dept$16,511
Healthfinders Collaborative IncNorthfield, MN501(c)(3)General Operating Support$14,000
Great River Shakespeare FestivalWinona, MN501(c)(3)$10K STAGE, $3,600 ONGOING SUPPORT$13,600
Women in Northfield Giving Support (wings)Northfield, MN501(c)(3)General Operating Support$13,111
ST JOHN'S LUTHERAN CHURCHNorthfield, MN501(c)(3)Annual Giving$13,000
Northfield Senior CenterNorthfield, MN501(c)(3)General Operating Support$11,911
Community Action CenterNorthfield, MN501(c)(3)Hillcrest Village$11,617
Center for Courage & RenewalGreenville, SC501(c)(3)General Operating Support$10,000
Project Friendship IncNorthfield, MN501(c)(3)Mentors/mentees$10,000
St Dominic SchoolNorthfield, MN501(c)(3)General Operating Support$8,088
Rice County Neighbors United of NorthfieldNorthfield, MN501(c)(3)Mercado Local$8,000
Clean River Partners (formerly Cannon River Watershed Partners)Northfield, MN501(c)(3)Hands on Volunteers$6,800
Dakota Prairie Adult Basic EducationNorthfieldd, MN501(c)(3)Northfield Adult English Language Learner Program Growth$6,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Others$550,508
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Board members review form 990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Conflicts are disclosed, those with a conflict are recused from the approval process, competitve bidding exists.”

Form 990, Part VI, Section B, Line 15

“Board determines compensation for executive director and office manager. No compensation for officeers.”

Form 990, Part VI, Section C, Line 19

“Documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Northfield Shares
EIN
27-3080430
Phone
5074039755
Address
PO BOX 802, NORTHFIELD, MN 55057

Signing Officer

Name
Carrie R Carroll
Title
Executive Director
Phone
5074039755
Signed
2024-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carrie R Carroll
Formed
2010
Legal Domicile
Mn
Voting Board Members
12
Independent Board Members
12
Employees
3
Volunteers
30

Preparer

Firm
Miller Welle Heiser & Co Ltd
Address
4170 THIELMAN LANE PO BOX 159, ST CLOUD, MN 56302-0159
Preparer
Trina Peeters CPA
Phone
3202539505
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 6

“All board members are volunteers. No benefits are received by any volunteers.”

Financial Statement Notes

PART X, LINE 2:

“The organization is exempt from federal income taxes under section 501(c)(3) of the internal revenue code and applicable state law. The organization follows the income tax standard for uncertain tax positions. No liability was recognized by the organization as a result of the implementation of this standard. The organization's tax returns are subject to review and examination by federal and state authorities.”

Raw XML AppendixShowing 400 of 644 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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IRS990/MissionDesc0NORTHFIELD SHARES SEEKS TO SUSTAIN AND TRANSFORM THE NORTHFIELD COMMUNITY BY ADVANCING PHILANTHROPY, INSPIRING VOLUNTEERISM AND PROMOTING COLLABORATIVE LEADERSHIP.
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IRS990/ProgSrvcAccomActy2Grp/Desc0PROMOTE VOLUNTEERISM AND ITS IMPORTANCE TO THE GREATER NORTHFIELD COMMUNITY, ASSIST NONPROFIT ORGANIZATIONS IN PROMOTING THEIR VOLUNTEER OPPORTUNITIES, AND CONNECT VOLUNTEERS WITH LOCAL SERVICE OPPORTUNITIES. APPROXIMATELY 20-30 INDIVIDUALS VOLUNTEERED DIRECTLY TO OUR WORK AS THE COMMUNITY FOUNDATION.OUR WORK ULTIMATELY SUPPORTED THOUSANDS OF INDIVIDUALS IN OUR COMMUNITY THROUGH THE DIVERSITY, EQUITY AND INCLUSION TRAINING WE UNDERWROTE FOR OUR NONPROFIT PARTNERS AND NFSHARES PROVIDED GRANT FUNDING TO 35 ORGANIZATIONS IN SUPPORT OF 40 PROJECTS/PROGRAMS IN OUR AREA WHICH IN TURN SERVCE MUCH OF OUR NORTHFIELD SCHOOL DISTRICT POPULATION.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW. THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. NO LIABILITY WAS RECOGNIZED BY THE ORGANIZATION AS A RESULT OF THE IMPLEMENTATION OF THIS STANDARD. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES.
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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,261,094
Liabilities
$554,317
Net assets
$6,706,777
Revenue
$1,305,426
Expenses
$567,329
Net income
$738,097
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$0.73$9.53$4.11$1.33$2.78
2023Detailed filing. Detailed filing data is available for this year.$7.26$0.55$6.71$1.31$0.57$0.74
2022Detailed filing. Detailed filing data is available for this year.$5.89$0.47$5.43$0.48$0.52$0.04
2021Detailed filing. Detailed filing data is available for this year.$6.68$0.55$6.13$4.12$2.52$1.60
2020Detailed filing. Detailed filing data is available for this year.$5.31$0.51$4.80$0.63$0.47$0.16
2019Detailed filing. Detailed filing data is available for this year.$4.78$0.45$4.33$0.60$0.36$0.23
2018Detailed filing. Detailed filing data is available for this year.$4.48$0.57$3.91$3.45$1.50$1.95
2017Detailed filing. Detailed filing data is available for this year.$2.68$0.53$2.15$1.47$0.49$0.98
2016Detailed filing. Detailed filing data is available for this year.$1.11$0.07$1.04$1.19$0.21$0.98
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.16$0.14$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.08$0.05$0.03