Civic Intelligence

Meyer Family Foundation

990PF • Fiscal year 2023 • EIN 38-3463253

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 21, 2024

4000 120th StRosemount, MN 55068

(651) 408-3266

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

8th percentile

-104%

Higher net margin than 8% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

63rd percentile

7.4%

Faster asset growth than 63% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

63rd percentile

16%

Faster revenue growth than 63% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$1,688,154

Up $116,161 (+7.4%) from 2022

Net Assets

Up

$1,688,154

Up $116,161 (+7.4%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Revenue

Up

$50,241

Up $6,998 (+16%) from 2022

Expenses

Down

$102,663

Down $23,433 (-19%) from 2022

Net Income

Up

-$52,422

Up $30,431 (+37%) from 2022

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,520,917Liabilities 2010: $0Net Assets 2010: $1,520,9172010Assets 2011: $1,376,020Liabilities 2011: $2,480Net Assets 2011: $1,373,5402011Assets 2012: $1,450,587Liabilities 2012: $0Net Assets 2012: $1,450,5872012Assets 2013: $1,582,253Liabilities 2013: $0Net Assets 2013: $1,582,2532013Assets 2014: $1,635,003Liabilities 2014: $02014Assets 2015: $1,583,227Liabilities 2015: $02015Assets 2018: $1,507,515Liabilities 2018: $02018Assets 2019: $1,709,928Liabilities 2019: $02019Assets 2020: $1,870,246Liabilities 2020: $0Net Assets 2020: $1,870,2462020Assets 2021: $1,971,102Liabilities 2021: $0Net Assets 2021: $1,971,1022021Assets 2022: $1,571,993Liabilities 2022: $0Net Assets 2022: $1,571,9932022Assets 2023: $1,688,154Liabilities 2023: $1Net Assets 2023: $1,688,1542023Assets 2024: $1,745,212Liabilities 2024: $0Net Assets 2024: $1,745,2122024

Highlighted filing

2023

Assets$1,688,154
Liabilities$1
Net Assets$1,688,154

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $47,0642010Expenses 2011: $148,2102011Expenses 2012: $93,9782012Revenue 2013: $131,671Expenses 2013: $96,182Net Income 2013: $35,4892013Revenue 2014: $122,447Expenses 2014: $50,127Net Income 2014: $72,3202014Revenue 2015: $137,821Expenses 2015: $59,030Net Income 2015: $78,7912015Revenue 2018: $33,467Expenses 2018: $112,024Net Income 2018: -$78,5572018Revenue 2019: $30,098Expenses 2019: $97,388Net Income 2019: -$67,2902019Revenue 2020: $77,357Expenses 2020: $114,449Net Income 2020: -$37,0922020Revenue 2021: $82,186Expenses 2021: $118,779Net Income 2021: -$36,5932021Revenue 2022: $43,243Expenses 2022: $126,096Net Income 2022: -$82,8532022Revenue 2023: $50,241Expenses 2023: $102,663Net Income 2023: -$52,4222023Revenue 2024: $99,555Expenses 2024: $108,107Net Income 2024: -$8,5522024

Highlighted filing

2023

Revenue$50,241
Expenses$102,663
Net Income-$52,422
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 21, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM MEYERPresidentPT$0--
SUSAN TRUMBORETreasurer-$0--
KIMBERLY LANDAALSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Meyer Family Foundation
EIN
38-3463253
Phone
6514083266
Address
4000 120TH ST, ROSEMOUNT, MN 55068

Signing Officer

Name
Susan Eldredge
Title
President
Phone
6514083266
Signed
2024-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Rehmann Robson LLC
Address
1249 GRISWOLD ST STE 201, DETROIT, MI 48226
Preparer
Craig a Mathiesen CPA Mst
Phone
3132027400
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23COOPER COMPANIES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24COPART INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26DIGITAL REALTY TRUST INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ERSTE GROUP BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29FORTIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30GLOBUS MED INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31HDFC BANK LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32HEICO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33HEXPOL AB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34HOME DEPOT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35HONEYWELL INTL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ICICI BANK LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37INGERSOLL RAND INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ITOCHU CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40KDDI CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41LAMB WESTON HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42LAUDER ESTEE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MARSH & MCLENNAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MARVELL TECHNOLOGY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MASTERCARD INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46META PLATFORMS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MICRON TECHNOLOGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MONDELEZ INTL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52NEXTERA ENERGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53NIKE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54NINTENDO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55NIPPON TELEG & TEL CORP SPON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56NORFOLK STHN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57NOVARTIS AG SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59ORIX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60PEPSICO INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61PRADA S.P.A EUR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PT BANK CENTL ASIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63RBC BEARINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64SAMPO OYJ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65SANTOS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66SCHNEIDER ELEC SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67SHELL PLC SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68SHERWIN WILLIAMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SHIN ETSU CHEM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70SINO BIOPHARMACEUTICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72T-MOBILE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73TAKE-TWO INTERACTIVE SOFTWRE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74TECHNOPRO HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75THOR INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76TJX COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77TRACTOR SUPPLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78TRANSDIGM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79UNICHARM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80UNILEVER PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83VERISK ANALYTICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84VERTEX PHARMACEUTICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85VISA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87WEST PHARMACEUTICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88WESTLAKE CHEMICAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89WILLIAMS COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90YUM CHINA HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91YUM BRANDS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92ZURICH INS GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93AIB GROUP PLC EUR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94BUNGE GLOBAL SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95DOMINO'S PIZZA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96EQUINOR ASA SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97GLENCORE PLC UNSPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98HAYWARD HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99HEINEKEN HOLDINGS NV EUR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100LAS VEGAS SANDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101LYFT INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102MANDATUM OYJ EUR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103OCADO GROUP PLC GBP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104SANDOZ GROUP AG SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105SONY GROUP CORP SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106THE CIGNA GROUP $0.04
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107VERALTO CORP
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt045825
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt045825
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01090
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13271
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2142593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt39779
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt411001
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt58781
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt69093
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt723715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8482941
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ISHARES MSCI JAPAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1SCHWAB US LARGE CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2SDPR S&P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3XTRACKERS USD HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4PACE INTERNATIONAL EMERGING MARKETS EQUITY INVESTMENTS CLASS P2
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6UBS U.S. DIVIDEND RULER FUND CLASS P2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7VANGUARD EMERGING MARKETS GOVT BOND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8SMA RELATIONSHIP TRUST SERIES M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01090
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13271
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2142593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt39779
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt411001
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt58781
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt69093
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt723715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8482941
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt037887
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt011392
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL EXCISE TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0962
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt050241
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt050241
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07725
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt011392
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt078000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt078000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt037887
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt037887
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-52422
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0629971

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$0.10$0.11$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.05$0.10$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.04$0.13$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.00$1.97$0.08$0.12$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.08$0.11$0.04
2019Summary only. Only limited summary data is available for this year.$1.71$0.00$0.03$0.10$0.07
2018Summary only. Only limited summary data is available for this year.$1.51$0.00$0.03$0.11$0.08
2015Summary only. Only limited summary data is available for this year.$1.58$0.00$0.14$0.06$0.08
2014Summary only. Only limited summary data is available for this year.$1.64$0.00$0.12$0.05$0.07
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.58$0.00$1.58$0.13$0.10$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.37$0.15
2010Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.05