Civic Intelligence

First Community Health Foundation

990PF • Fiscal year 2020 • EIN 41-0635532

Jan 01, 2020 to Dec 31, 2020 • Filed on May 07, 2021

Organization ProfileWWW.THEVICTORYFUND.ORG

View Organization Page

130 West Superior Street No 700Duluth, MN 55802

(218) 727-9871

Siviq Scores

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

Liabilities / Assets

19th percentile

0.01x

Higher debt load relative to assets than 19% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

34th percentile

0.12x

Higher debt load relative to revenue than 34% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

31st percentile

-2.0%

Higher net margin than 31% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

41st percentile

$101,293

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 13.7% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

41st percentile

3.0%

Faster asset growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

81st percentile

27%

Faster revenue growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$6,208,711

Up $182,314 (+3.0%) from 2019

Net Assets

Up

$6,123,255

Up $253,519 (+4.3%) from 2019

Liabilities

Down

$85,456

Down $71,205 (-45%) from 2019

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin31st percentile

Revenue

Up

$736,951

Up $158,389 (+27%) from 2019

Expenses

Down

$751,417

Down $3,846 (-0.5%) from 2019

Net Income

Up

-$14,466

Up $162,235 (+92%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $15,622,208Liabilities 2010: $8,358,140Net Assets 2010: $7,264,0682010Assets 2011: $12,086,485Liabilities 2011: $6,623,726Net Assets 2011: $5,462,7592011Assets 2012: $6,423,383Liabilities 2012: $236,570Net Assets 2012: $6,186,8132012Assets 2013: $6,590,478Liabilities 2013: $231,996Net Assets 2013: $6,358,4822013Assets 2014: $6,911,340Liabilities 2014: $497,134Net Assets 2014: $6,414,2062014Assets 2015: $5,787,874Liabilities 2015: $495,582Net Assets 2015: $5,292,2922015Assets 2016: $5,797,694Liabilities 2016: $357,591Net Assets 2016: $5,440,1032016Assets 2017: $6,120,440Liabilities 2017: $251,241Net Assets 2017: $5,869,1992017Assets 2018: $5,605,921Liabilities 2018: $174,716Net Assets 2018: $5,431,2052018Assets 2019: $6,026,397Liabilities 2019: $156,661Net Assets 2019: $5,869,7362019Assets 2020: $6,208,711Liabilities 2020: $85,456Net Assets 2020: $6,123,2552020Assets 2021: $6,386,890Liabilities 2021: $86,390Net Assets 2021: $6,300,5002021Assets 2022: $7,341,327Liabilities 2022: $38,508Net Assets 2022: $7,302,8192022Assets 2023: $7,350,361Liabilities 2023: $74,893Net Assets 2023: $7,275,4682023Assets 2024: $7,193,810Liabilities 2024: $301,844Net Assets 2024: $6,891,9662024

Highlighted filing

2020

Assets$6,208,711
Liabilities$85,456
Net Assets$6,123,255
Open 2020 Filing

Operations Trend

Revenue Growth81st percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $21,103,4672010Expenses 2011: $8,403,4372011Revenue 2012: $1,542,933Expenses 2012: $852,860Net Income 2012: $690,0732012Revenue 2013: $227,895Expenses 2013: $357,107Net Income 2013: -$129,2122013Revenue 2014: $258,711Expenses 2014: $274,090Net Income 2014: -$15,3792014Revenue 2015: -$125,275Expenses 2015: $826,440Net Income 2015: -$951,7152015Revenue 2016: $446,019Expenses 2016: $490,407Net Income 2016: -$44,3882016Revenue 2017: $618,889Expenses 2017: $590,444Net Income 2017: $28,4452017Revenue 2018: $565,558Expenses 2018: $617,349Net Income 2018: -$51,7912018Revenue 2019: $578,562Expenses 2019: $755,263Net Income 2019: -$176,7012019Revenue 2020: $736,951Expenses 2020: $751,417Net Income 2020: -$14,4662020Revenue 2021: $751,446Expenses 2021: $869,213Net Income 2021: -$117,7672021Revenue 2022: $3,111,508Expenses 2022: $763,860Net Income 2022: $2,347,6482022Revenue 2023: $262,629Expenses 2023: $927,990Net Income 2023: -$665,3612023Revenue 2024: $367,561Expenses 2024: $1,261,285Net Income 2024: -$893,7242024

Highlighted filing

2020

Revenue$736,951
Expenses$751,417
Net Income-$14,466
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 7, 2021
Return Version
2020v4.1
Mission and Program Overview

Mission

Helping communities find solutions to chronic health issues in northeastern minnesota

Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY MCNAMARA-HEIMBACHExecutive DirectorFT$94,926$6,367$101,293
BETH ELSTADDirector-$14,000-$14,000
THOMAS HYSTEADBoard Chair-$2,000-$2,000
DIANE HOLIDAY-WELSHVice Chair-$2,000-$2,000
JULIE STONESecretary-$2,000-$2,000
GARY OLSONDirector-$1,500-$1,500
GREGORY S KVAMDirector-$1,500-$1,500
GREG RUBERGDirector-$1,500-$1,500
BARBARA CASKEYDirector-$1,250-$1,250
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantRECOVERY ALLIANCE DULUTH INCDEVELOPMENT, COORDINATION AND DELIVERY OF PEER-BASED RECOVERY SUPPORT SERVICES IN NORTHEASTERN MN; 2020 RECOVERY WALK SPONSORSHIPPCDULUTH, MN, US$91,000
Paid GrantLIFE HOUSEPROVIDE PEER RECOVERY SUPPORT SERVICES FOR HOMELESS AND AT-RISK YOUTH; 2020 CELEBRATION OF SUCCESSPCDULUTH, MN, US$36,500
Paid GrantDAMIANO CENTERHEALTH REALIZATION PROGRAM (HR) - HR SERVES INDIVIDUALS IN NORTHEASTERN MN WHO ARE IN GREAT NEED OF SUPPORT FOR RECOVERY FROM ADDICTION AND CHEMICAL DEPENDENCY.PCDULUTH, MN, US$12,500
Paid GrantCENTER FOR ALCOHOL AND DRUG TREATMENT INCWHOLE-BEING WELL-BEING YOGA PROGRAMPCDULUTH, MN, US$2,500
Paid GrantGENERATIONS HEALTH CARE INITIATIVES INCBRIDGE TO HEALTH SURVEY FUNDINGPFDULUTH, MN, US$2,500
Paid GrantCHURCHES UNITED IN MINISTRYSCHOOL BACKPACK PROGRAMPCDULUTH, MN, US$1,000
Paid Grant-SCHOLARSHIPITWO HARBORS, MN, US$1,000
Paid Grant-SCHOLARSHIPITWO HARBORS, MN, US$500
Paid GrantALZHEIMER'S ASSOCIATION2020 ALZHEIMER'S WALKPCDULUTH, MN, US$500
Paid GrantDENFELD ALL NIGHT GRAD PARTY2020 ALL NIGHT GRAD PARTYGOVDULUTH, MN, US$100
Filing and Contact Details

Filer

Filer Name
First Community Health Foundation
EIN
41-0635532
Phone
2187279871
Address
130 WEST SUPERIOR STREET NO 700, DULUTH, MN 55802

Signing Officer

Name
Katherine Heimbach
Title
Executive Director
Phone
2187279871
Signed
2021-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
227 WEST FIRST STREET SUITE 700, DULUTH, MN 55802
Preparer
Julie Boyer
Phone
2187275025
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0GENERATIONS HEALTH CARE INITIATIVES INC
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0104402
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0126372
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0126372
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0148100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0148100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt088441
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0760
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt093370
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt093370
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-14466
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0409811
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0450738
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0699629
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt07524
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02524
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0104402
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0375037
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0223389
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt07677
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt07677
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt06537
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt010877
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0185626
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0206706
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0390963
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt014331
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt022427
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt042015
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt09252
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt09252
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04325
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0510558
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0232546
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0751417
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0607583
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0736951
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0362458
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0232546
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0603317
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01727
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0595227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0104402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0104402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0699629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0104402
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-14466
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0267985
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06123255
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05869736
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06123255
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0352581
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0352581
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0352581
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0357794
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05213
IRS990PF/DistributableAmountGrp/TotalTaxAmt05213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03455
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01758
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03455
IRS990PF/FMVAssetsEOYAmt08022087
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt069674
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt043577
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt083149
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt01471
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt083149
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt083149
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0151505
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0166025
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0166025
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0254783
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01531770
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01531770
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04258480
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02801913
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02801913
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt010570
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt010570
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0126531
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0916711
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0689597
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0790180
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt02603556
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt05859166
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt06112685
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0408648
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0352475
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0352475
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0188046
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0202326
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0202326
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt086987
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt041879
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt07378
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt07378
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt023445
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt023610
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt023610
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06026397
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06208711
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08022087
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0156661
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt085456
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06026397
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06208711
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05869736
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06123255
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt050422
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0249885
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0249885
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt041879
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07264846
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0171732
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04434993
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0108973
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02700000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0357794
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07155873
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07306725
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt540.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt11500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt214000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt31250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt41500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt594926
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt62000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt72000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt82000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt55696
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt5671
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GARY OLSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GREGORY S KVAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BETH ELSTAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BARBARA CASKEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4GREG RUBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5KATHY MCNAMARA-HEIMBACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6THOMAS HYSTEAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7DIANE HOLIDAY-WELSH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8JULIE STONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6BOARD CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7VICE CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0130 WEST SUPERIOR STREET NO 700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1130 WEST SUPERIOR STREET NO 700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2130 WEST SUPERIOR STREET NO 700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3130 WEST SUPERIOR STREET NO 700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4130 WEST SUPERIOR STREET NO 700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5130 WEST SUPERIOR STREET NO 700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6130 WEST SUPERIOR STREET NO 700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7130 WEST SUPERIOR STREET NO 700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8130 WEST SUPERIOR STREET NO 700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DULUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1DULUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2DULUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3DULUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4DULUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5DULUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6DULUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7DULUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8DULUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MN

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,208,711
Liabilities
$85,456
Net assets
$6,123,255
Revenue
$736,951
Expenses
$751,417
Net income
-$14,466
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.19$0.30$6.89$0.37$1.26$0.89
2023Detailed filing. Detailed filing data is available for this year.$7.35$0.07$7.28$0.26$0.93$0.67
2022Detailed filing. Detailed filing data is available for this year.$7.34$0.04$7.30$3.11$0.76$2.35
2021Detailed filing. Detailed filing data is available for this year.$6.39$0.09$6.30$0.75$0.87$0.12
2020Detailed filing. Detailed filing data is available for this year.$6.21$0.09$6.12$0.74$0.75$0.01
2019Detailed filing. Detailed filing data is available for this year.$6.03$0.16$5.87$0.58$0.76$0.18
2018Detailed filing. Detailed filing data is available for this year.$5.61$0.17$5.43$0.57$0.62$0.05
2017Detailed filing. Detailed filing data is available for this year.$6.12$0.25$5.87$0.62$0.59$0.03
2016Detailed filing. Detailed filing data is available for this year.$5.80$0.36$5.44$0.45$0.49$0.04
2015Detailed filing. Detailed filing data is available for this year.$5.79$0.50$5.29$0.13$0.83$0.95
2014Detailed filing. Detailed filing data is available for this year.$6.91$0.50$6.41$0.26$0.27$0.02
2013Detailed filing. Detailed filing data is available for this year.$6.59$0.23$6.36$0.23$0.36$0.13
2012Summary only. Only limited summary data is available for this year.$6.42$0.24$6.19$1.54$0.85$0.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.1$6.62$5.46$8.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.6$8.36$7.26$21.1