Civic Intelligence

Trustone Financial Foundation

EIN 30-0560908 • Plymouth, MN

14601 27th Ave N 104Plymouth, MN 55447
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

39th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Net Margin

4th percentile

-173%

Higher net margin than 4% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

11th percentile

-19%

Faster asset growth than 11% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

22nd percentile

-13%

Faster revenue growth than 22% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2024

Assets

Down

$590,479

Down $141,953 (-19%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$590,479

Down $141,953 (-19%) from 2023

Revenue

Up

$81,831

Up $10,023 (+14%) from 2023

Expenses

Down

$223,784

Down $5,262 (-2.3%) from 2023

Net Income

Up

-$141,953

Up $15,285 (+9.7%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2020: $1,040,261Liabilities 2020: $0Net Assets 2020: $1,040,2612020Assets 2021: $973,395Liabilities 2021: $0Net Assets 2021: $973,3952021Assets 2022: $889,670Liabilities 2022: $0Net Assets 2022: $889,6702022Assets 2023: $732,432Liabilities 2023: $0Net Assets 2023: $732,4322023Assets 2024: $590,479Liabilities 2024: $0Net Assets 2024: $590,4792024

Highlighted filing

2024

Assets$590,479
Liabilities$0
Net Assets$590,479

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2020: $1,029,719Expenses 2020: $159,138Net Income 2020: $870,5812020Revenue 2021: $32,896Expenses 2021: $99,764Net Income 2021: -$66,8682021Revenue 2022: $108,027Expenses 2022: $191,752Net Income 2022: -$83,7252022Revenue 2023: $71,808Expenses 2023: $229,046Net Income 2023: -$157,2382023Revenue 2024: $81,831Expenses 2024: $223,784Net Income 2024: -$141,9532024

Highlighted filing

2024

Revenue$81,831
Expenses$223,784
Net Income-$141,953

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 17, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMUEL STERNChairman-$0--
WILLIE ROBINSON JRDirector-$0--
STEVE STEENDirector-$0--
STEPHEN BOHLIGDirector-$0--
DANIEL ZACZKOWSKIDirector/Treasurer-$0--
KAREN GREISINGERDirector/Secretary-$0--
JIM STAHLMANNDirector-$0--
JANINE JACKSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Trustone Financial Foundation
EIN
30-0560908
Phone
7635441517
Address
14601 27TH AVE N 104, PLYMOUTH, MN 55447

Signing Officer

Name
Daniel Zaczkowski
Title
Treasurer
Phone
7635441517
Signed
2025-09-17
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
311 FINANCIAL WAY SUITE 100, WAUSAU, WI 54401
Preparer
Angelica Krautkramer
Phone
7156752351
Raw XML AppendixShowing 400 of 851 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/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0360 COMMUNITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN CANCER SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ASF INTERCULTURAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ASSET BUILDERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4AWESOME YOUNG AUTHOR'S AWARDS & COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5BOLDER OPTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6BURNSVILLE HEROS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7CEAP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9COURAGE KENNY (ALLINA HEALTH FOUNDATION)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10CROSS SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11HIGHLAND FRIENDSHIP CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12HOPE 4 YOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13HOPE COUNCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14INTERCONGREGATION COMMUNITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15JACK'S BASKET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16JUNIOR ACHIEVEMENT NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17KENOSHA COUNTY FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18KEYSTONE COMMUNITY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19MATTHIAS ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20METRO MEALS ON WHEELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21MN NATIONAL GUARD YOUTH CAMP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22MN STATE MANKATO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23MSHSL SPORTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24NAMI MINNESOTA

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