Civic Intelligence

Jones Harrison Foundation

990 • Fiscal year 2011 • EIN 36-3414818

Oct 01, 2010 to Sep 30, 2011 • Filed on Jul 30, 2012

Organization ProfileWWW.JONES-HARRISON.ORG
3700 Cedar Lake Avenue55416
Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

35th percentile

-2.1%

Faster asset growth than 35% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$6,461,674

Down $141,956 (-2.1%) from 2010

Net Assets

Up

$6,456,674

Up $1,051,054 (+19%) from 2010

Liabilities

Down

$5,000

Down $1,193,010 (-100%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$523,806

Up $9 (+0.0%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,603,630Liabilities 2010: $1,198,010Net Assets 2010: $5,405,6202010Assets 2011: $6,461,674Liabilities 2011: $5,000Net Assets 2011: $6,456,6742011Assets 2012: $6,838,199Liabilities 2012: $19,822Net Assets 2012: $6,818,3772012Assets 2013: $7,618,670Liabilities 2013: $527,480Net Assets 2013: $7,091,1902013Assets 2014: $6,934,540Liabilities 2014: $5,000Net Assets 2014: $6,929,5402014Assets 2015: $6,244,039Liabilities 2015: $5,000Net Assets 2015: $6,239,0392015Assets 2016: $6,103,364Liabilities 2016: $19,083Net Assets 2016: $6,084,2812016Assets 2017: $6,456,440Liabilities 2017: $5,000Net Assets 2017: $6,451,4402017Assets 2018: $6,694,289Liabilities 2018: $32,392Net Assets 2018: $6,661,8972018Assets 2019: $7,115,004Liabilities 2019: $0Net Assets 2019: $7,115,0042019Assets 2020: $7,336,613Liabilities 2020: $313,324Net Assets 2020: $7,023,2892020Assets 2021: $7,879,685Liabilities 2021: $22,607Net Assets 2021: $7,857,0782021Assets 2022: $6,487,765Liabilities 2022: $55,203Net Assets 2022: $6,432,5622022Assets 2023: $7,155,255Liabilities 2023: $56,638Net Assets 2023: $7,098,6172023Assets 2024: $7,207,757Liabilities 2024: $0Net Assets 2024: $7,207,7572024

Highlighted filing

2011

Assets$6,461,674
Liabilities$5,000
Net Assets$6,456,674
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $523,7972010Expenses 2011: $523,8062011Expenses 2012: $520,0962012Expenses 2013: $521,2402013Revenue 2014: $691,840Expenses 2014: $520,188Net Income 2014: $171,6522014Revenue 2015: $453,327Expenses 2015: $518,437Net Income 2015: -$65,1102015Revenue 2016: $310,553Expenses 2016: $520,470Net Income 2016: -$209,9172016Revenue 2017: $361,564Expenses 2017: $370,610Net Income 2017: -$9,0462017Revenue 2018: $902,775Expenses 2018: $111,295Net Income 2018: $791,4802018Revenue 2019: $866,780Expenses 2019: $146,317Net Income 2019: $720,4632019Revenue 2020: $237,564Expenses 2020: $551,979Net Income 2020: -$314,4152020Revenue 2021: $357,531Expenses 2021: $170,353Net Income 2021: $187,1782021Revenue 2022: $461,752Expenses 2022: $210,080Net Income 2022: $251,6722022Revenue 2023: $129,332Expenses 2023: $27,266Net Income 2023: $102,0662023Revenue 2024: $198,006Expenses 2024: $88,866Net Income 2024: $109,1402024

Highlighted filing

2011

Revenue-
Expenses$523,806
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2010 to Sep 30, 2011
Signed
Jul 30, 2012
Return Version
2010v3.4
Gross Receipts
$2,093,196
Mission and Program Overview

Mission

Honoring the full circle of life. Jones-harrison foundation is a non-profit corporation formed for the purpose of maintaining and accumulating funds for the development and expansion of ideals and purposes of jones-harrison residence, which is dedicated to continuing their century-long tradition of offering innovative programs and supportive services to older adults in a loving, gracious setting.

Filing and Contact Details

Filer

EIN
36-3414818
Raw XML AppendixShowing 400 of 454 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.

Path#Value
IRS990/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY05000
IRS990/AccountsPayableAccruedExpenses/EOY05000
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0SUPPORT OF JONES-HARRISON RESIDENCE.
IRS990/AddressPrincipalOfficerUS/AddressLine103700 CEDAR LAKE AVENUE
IRS990/AddressPrincipalOfficerUS/City0MINNEAPOLIS
IRS990/AddressPrincipalOfficerUS/State0MN
IRS990/AddressPrincipalOfficerUS/ZIPCode055416
IRS990/AllOtherContributions0165125
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CashNonInterestBearing/BOY0141430
IRS990/CashNonInterestBearing/EOY0224491
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ComplianceWithBackupWitholding01
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear0165125
IRS990/ContributionsGrantsPriorYear02245
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0JONES-HARRISON FOUNDATION IS A NON-PROFIT CORPORATION FORMED FOR THE PURPOSE OF MAINTAINING AND ACCUMULATING FUNDS FOR THE DEVELOPMENT AND EXPANSION OF IDEALS AND PURPOSES OF JONES-HARRISON RESIDENCE.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers00
IRS990/ExcessBenefitTransaction00
IRS990/Expense0500000
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/ManagementAndGeneral013693
IRS990/FeesForServicesAccounting/Total013693
IRS990/FeesForServicesInvstMgmntFees/ManagementAndGeneral03953
IRS990/FeesForServicesInvstMgmntFees/Total03953
IRS990/FeesForServicesOther/ManagementAndGeneral0388
IRS990/FeesForServicesOther/Total0388
IRS990/FinancialStatementSeparate0X
IRS990/FollowSFAS1170X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek740.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek840.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek940.00
IRS990/Form990PartVIISectionA/HighestCompensatedEmployee0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/NamePerson0JEFF CARROLL
IRS990/Form990PartVIISectionA/NamePerson1CHERYL PETERSON
IRS990/Form990PartVIISectionA/NamePerson2JENNIFER ANDERSON
IRS990/Form990PartVIISectionA/NamePerson3JUSTIN FIER
IRS990/Form990PartVIISectionA/NamePerson4MARY THORPE-MEASE
IRS990/Form990PartVIISectionA/NamePerson5TOM DORAN
IRS990/Form990PartVIISectionA/NamePerson6DANI LEVENSON
IRS990/Form990PartVIISectionA/NamePerson7LOWELL BERGGREN
IRS990/Form990PartVIISectionA/NamePerson8COLLEEN REMPFER
IRS990/Form990PartVIISectionA/NamePerson9JOANN BUYTENDORP
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/Officer4X
IRS990/Form990PartVIISectionA/Officer5X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation720755
IRS990/Form990PartVIISectionA/OtherCompensation88615
IRS990/Form990PartVIISectionA/OtherCompensation95130
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs7168187
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs893253
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs9107908
IRS990/Form990PartVIISectionA/Title0VICE CHAIR
IRS990/Form990PartVIISectionA/Title1VICE CHAIR
IRS990/Form990PartVIISectionA/Title2SECRETARY
IRS990/Form990PartVIISectionA/Title3TREASURER
IRS990/Form990PartVIISectionA/Title4DIRECTOR
IRS990/Form990PartVIISectionA/Title5DIRECTOR
IRS990/Form990PartVIISectionA/Title6DIRECTOR
IRS990/Form990PartVIISectionA/Title7PRESIDENT/CEO
IRS990/Form990PartVIISectionA/Title8CFO
IRS990/Form990PartVIISectionA/Title9ADMINISTRATOR
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FundraisingActivities00
IRS990/GainOrLoss/Securities014015
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY0500000
IRS990/GrantsAndSimilarAmntsPriorYear0500000
IRS990/GrantsToDomesticOrgs/ProgramServices0500000
IRS990/GrantsToDomesticOrgs/Total0500000
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations01
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities0235164
IRS990/GrossReceipts02093196
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/Insurance/ManagementAndGeneral05772
IRS990/Insurance/Total05772
IRS990/InvestmentIncomeCurrentYear0298940
IRS990/InvestmentIncome/ExclusionAmount0284925
IRS990/InvestmentIncomePriorYear0194225
IRS990/InvestmentIncome/TotalRevenueColumn0284925
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsOtherSecurities/BOY06457867
IRS990/InvestmentsOtherSecurities/EOY06211716
IRS990/LessCostOthBasisSalesExpenses/Securities0221149
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0HONORING THE FULL CIRCLE OF LIFE. JONES-HARRISON FOUNDATION IS A NON-PROFIT CORPORATION FORMED FOR THE PURPOSE OF MAINTAINING AND ACCUMULATING FUNDS FOR THE DEVELOPMENT AND EXPANSION OF IDEALS AND PURPOSES OF JONES-HARRISON RESIDENCE, WHICH IS DEDICATED TO CONTINUING THEIR CENTURY LONG TRADITION OF OFFERING INNOVATIVE PROGRAMS AND SUPPORTIVE SERVICES TO OLDER ADULTS IN A LOVING, GRACIOUS SETTING.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0LOWELL BERGGREN
IRS990/NbrIndependentVotingMembers07
IRS990/NbrVotingGoverningBodyMembers07
IRS990/NbrVotingMembersGoverningBody07
IRS990/NetAssetsOrFundBalancesBOY05405620
IRS990/NetAssetsOrFundBalancesEOY06456674
IRS990/NetGainOrLossInvestments/ExclusionAmount014015
IRS990/NetGainOrLossInvestments/TotalRevenueColumn014015
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers07
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear023797
IRS990/OtherExpensesCurrentYear023806
IRS990/OtherLiabilities/BOY01193010
IRS990/OtherLiabilities/EOY00
IRS990/OtherRevenueCurrentYear01407982
IRS990/OtherRevenueMisc/BusinessCode0623000
IRS990/OtherRevenueMisc/Description0FORGIVENESS OF NOTE FR
IRS990/OtherRevenueMisc/ExclusionAmount01407982
IRS990/OtherRevenueMisc/TotalRevenueColumn01407982
IRS990/OtherRevenuePriorYear00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PrepaidExpensesDeferredCharges/BOY04333
IRS990/PrepaidExpensesDeferredCharges/EOY025467
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/ReconcilationOtherChanges0-297187
IRS990/ReconcilationRevenueExpenses01348241
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities01
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/Revenue0166878
IRS990/RevenuesLessExpensesCY01348241
IRS990/RevenuesLessExpensesPriorYear0-327327
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts0500000
IRS990ScheduleA/SupportedOrgInformation/Amount0500000
IRS990ScheduleA/SupportedOrgInformation/EIN0410693899
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10JONES-HARRISON RESIDENCE
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization012
IRS990ScheduleA/SupportingOrg509a3Type20X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired01
IRS990ScheduleD/ExcessOrDeficitForYear01348241
IRS990ScheduleD/ExcessOrDeficitPerFS01051054
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt0500000
IRS990ScheduleD/ExpensesSubtotal023806
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE FOUNDATION HAS REVIEWED ITS TAX POSITIONS FOR ALL OPEN YEARS AND HAS CONCLUDED THAT THE ADOPTION OF ASC 740 (FIN48) DID NOT AFFECT ITS FINANCIAL STATEMENT PRESENTATION.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1FORGIVENESS OF DEBT FROM RELATED ENTITY -1,407,982.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2CURRENT YEAR GRANT PAID TO RELATED PARTY 500,000.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2PART XIII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART X:
IRS990ScheduleD/NetUnrealizedGainsInvestments0-297187
IRS990ScheduleD/NetUnrealizedGLOnInvestments0-297187
IRS990ScheduleD/OtherExpensesNotIncluded0500000
IRS990ScheduleD/OtherRevenues0-1407982
IRS990ScheduleD/OtherSecurities/BookValue05954025
IRS990ScheduleD/OtherSecurities/BookValue1257691
IRS990ScheduleD/OtherSecurities/Description0PRIVATELY PLACED MUTUAL FUNDS
IRS990ScheduleD/OtherSecurities/Description1PRIVATE EQUITY PARTNERSHIP
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/OtherSecurities/MethodOfValuation1F
IRS990ScheduleD/RevenueNotRptdF9900-1705169
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal01872047
IRS990ScheduleD/TotalAdjustments0-297187
IRS990ScheduleD/TotalExpenses0523806
IRS990ScheduleD/TotalExpensesPerForm9900523806
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalOfBookValueSecurities06211716
IRS990ScheduleD/TotalRevenue01872047
IRS990ScheduleD/TotalRevenuePerForm99001872047
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt023806
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0166878
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: THE GRANTS THAT ARE FUNDED TO THE JONES-HARRISON RESIDENCE ARE DETERMINED DURING THE RESIDENCE'S BUDGET PROCESS. THE REQUESTS ARE PRESENTED TO AND APPROVED BY THE FOUNDATION BOARD. REVIEW OF THESE REQUESTS TAKES PLACE AT THE BOARD MEETINGS. DURING THESE MEETINGS CASH FLOW PROJECTIONS ARE DISCUSSED AND PORTFOLIO REBALANCING TAKES PLACE TO ACCOMMODATE THE AMOUNT NEEDED TO BE TRANSFERRED TO THE RESIDENCE.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine103700 CEDAR LAKE AVENUE
IRS990ScheduleI/RecipientTable/AddressUS/City0MINNEAPOLIS
IRS990ScheduleI/RecipientTable/AddressUS/State0MN
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode055416
IRS990ScheduleI/RecipientTable/AmountOfCashGrant0500000
IRS990ScheduleI/RecipientTable/EINOfRecipient0410693899
IRS990ScheduleI/RecipientTable/IRCSection0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrant0OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10JONES-HARRISON RESIDENCE
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants01
IRS990ScheduleJ/AnyNonFixedPayments00
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg00
IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs00
IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg00
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs00
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs0168187
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0LOWELL BERGGREN, PRESIDENT/CEO, PARTICIPATED IN A NON-QUALIFIED RETIREMENT PLAN, BUT NO PAYMENTS WERE DISBURSED.
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0PART I, LINE 4B
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0LOWELL BERGGREN
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs020755
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0188942
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan01
IRS990ScheduleO/GeneralExplanation/Explanation0FORM 990 IS REVIEWED BY THE CFO AND CEO PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/GeneralExplanation/Explanation1ANNUALLY, EVERY BOARD OF DIRECTOR SIGNS A DISCLOSURE STATEMENT. THIS IS REVIEWED BY THE CHAIR OF THE BOARD. IF THERE ARE ANY DISCLOSURES, THEY ARE REVIEWED BY THE EXECUTIVE COMMITTEE AND APPROPRIATE ABSTENTIONS OF VOTING ON ISSUES ARE ENFORCED.
IRS990ScheduleO/GeneralExplanation/Explanation2THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILALBE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation3NET UNREALIZED LOSSES ON INVESTMENTS: -297,187.
IRS990ScheduleO/GeneralExplanation/Explanation4NO CHANGE FROM PRIOR YEAR
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/Identifier1CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART XI, LINE 5:
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine103700 CEDAR LAKE AVENUE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0MINNEAPOLIS
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0MN
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode055416
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/EIN0410693899
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0MN
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10JONES-HARRISON RESIDENCE
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0SKILLED NURSING/ASSISTED LIVING FACILITY
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0509(A)(2)
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg01
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs00
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg01
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities01
IRS990ScheduleR/SharingOfPaidEmployees01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0MN
IRS990/StatesWhereCopyOfReturnIsFiled0MN
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine103700 CEDAR LAKE AVENUE
IRS990/TheBooksAreInCareOf/AddressUS/City0MINNEAPOLIS
IRS990/TheBooksAreInCareOf/AddressUS/State0MN
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode055416
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10THE ORGANIZATION
IRS990/TheBooksAreInCareOf/TelephoneNumber06129202030
IRS990/TotalAssets/BOY06603630
IRS990/TotalAssetsBOY06603630
IRS990/TotalAssets/EOY06461674
IRS990/TotalAssetsEOY06461674
IRS990/TotalCompGT150K01
IRS990/TotalContributions0165125
IRS990/TotalExpensesCurrentYear0523806
IRS990/TotalExpensesPriorYear0523797
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral023806
IRS990/TotalFunctionalExpenses/ProgramServices0500000
IRS990/TotalFunctionalExpenses/Total0523806
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY01198010
IRS990/TotalLiabilitiesBOY01198010
IRS990/TotalLiabilities/EOY05000
IRS990/TotalLiabilitiesEOY05000
IRS990/TotalLiabNetAssetsFundBalances/BOY06603630

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,461,674
Liabilities
$5,000
Net assets
$6,456,674
Revenue
-
Expenses
$523,806
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$0.20$0.09$0.11
2023Detailed filing. Detailed filing data is available for this year.$7.16$0.06$7.10$0.13$0.03$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.49$0.06$6.43$0.46$0.21$0.25
2021Detailed filing. Detailed filing data is available for this year.$7.88$0.02$7.86$0.36$0.17$0.19
2020Detailed filing. Detailed filing data is available for this year.$7.34$0.31$7.02$0.24$0.55$0.31
2019Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.87$0.15$0.72
2018Detailed filing. Detailed filing data is available for this year.$6.69$0.03$6.66$0.90$0.11$0.79
2017Detailed filing. Detailed filing data is available for this year.$6.46$0.01$6.45$0.36$0.37$0.01
2016Detailed filing. Detailed filing data is available for this year.$6.10$0.02$6.08$0.31$0.52$0.21
2015Detailed filing. Detailed filing data is available for this year.$6.24$0.01$6.24$0.45$0.52$0.07
2014Detailed filing. Detailed filing data is available for this year.$6.93$0.01$6.93$0.69$0.52$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.62$0.53$7.09$0.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.84$0.02$6.82$0.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.46$0.01$6.46$0.52
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.60$1.20$5.41$0.52