Civic Intelligence

Ordean Foundation

990PF • Fiscal year 2021 • EIN 41-0711611

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 15, 2022

Organization Profile

View Organization Page

740 East Superior Street 202Duluth, MN 55802

(218) 726-4785

Siviq Scores

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

Liabilities / Assets

25th percentile

0.01x

Higher debt load relative to assets than 25% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.05x

Higher debt load relative to revenue than 29% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

87th percentile

60%

Higher net margin than 87% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

49th percentile

$199,594

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

55th percentile

11%

Faster asset growth than 55% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

187%

Faster revenue growth than 91% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$45,509,190

Up $4,436,165 (+11%) from 2020

Net Assets

Up

$45,260,531

Up $4,398,766 (+11%) from 2020

Liabilities

Up

$248,659

Up $37,399 (+18%) from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin87th percentile

Revenue

Up

$5,242,974

Up $3,413,442 (+187%) from 2020

Expenses

Up

$2,087,776

Up $567,620 (+37%) from 2020

Net Income

Up

$3,155,198

Up $2,845,822 (+920%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$60M$40M$20M$0Assets 2011: $33,223,392Liabilities 2011: $339,1222011Assets 2012: $35,022,414Liabilities 2012: $339,4032012Assets 2013: $38,854,749Liabilities 2013: $399,1102013Assets 2014: $37,867,272Liabilities 2014: $469,6612014Assets 2015: $34,339,604Liabilities 2015: $375,5412015Assets 2019: $38,205,279Liabilities 2019: $952,7422019Assets 2020: $41,073,025Liabilities 2020: $211,260Net Assets 2020: $40,861,7652020Assets 2021: $45,509,190Liabilities 2021: $248,659Net Assets 2021: $45,260,5312021Assets 2022: $37,819,967Liabilities 2022: $429,274Net Assets 2022: $37,390,6932022Assets 2023: $40,542,651Liabilities 2023: $337,789Net Assets 2023: $40,204,8622023Assets 2024: $42,603,379Liabilities 2024: $356,270Net Assets 2024: $42,247,1092024

Highlighted filing

2021

Assets$45,509,190
Liabilities$248,659
Net Assets$45,260,531
Open 2021 Filing

Operations Trend

Revenue Growth91st percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,936,141Expenses 2011: $1,933,555Net Income 2011: $2,5862011Revenue 2012: $1,804,909Expenses 2012: $2,659,936Net Income 2012: -$855,0272012Revenue 2013: $1,935,697Expenses 2013: $2,241,819Net Income 2013: -$306,1222013Revenue 2014: $1,357,026Expenses 2014: $2,354,450Net Income 2014: -$997,4242014Revenue 2015: $1,132,833Expenses 2015: $2,354,912Net Income 2015: -$1,222,0792015Revenue 2019: $2,550,384Expenses 2019: $2,541,103Net Income 2019: $9,2812019Revenue 2020: $1,829,532Expenses 2020: $1,520,156Net Income 2020: $309,3762020Revenue 2021: $5,242,974Expenses 2021: $2,087,776Net Income 2021: $3,155,1982021Revenue 2022: $1,656,626Expenses 2022: $2,001,726Net Income 2022: -$345,1002022Revenue 2023: $9,387,371Expenses 2023: $2,179,181Net Income 2023: $7,208,1902023Revenue 2024: $2,293,654Expenses 2024: $2,242,145Net Income 2024: $51,5092024

Highlighted filing

2021

Revenue$5,242,974
Expenses$2,087,776
Net Income$3,155,198
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DON NESSExecutive DirectorFT$169,300$30,294$199,594
CHUCK WALTPresident And Director-$0--
JON NELSONVice President And Director-$0--
MARCUS JONESSecretary And Director-$0--
TRACI MORRISTreasurer And Director-$0--
MARSHA HYSTEADDirector-$0--
MARIA ISLEYDirector-$0--
STACY JOHNSTONDirector-$0--
JOHN STRANGEDirector-$0--
ARIUNA TAIVANDirector-$0--
TONY YUNGDirector-$0--
Filing and Contact Details

Filer

Filer Name
Ordean Foundation
EIN
41-0711611
Phone
2187264785
Address
740 EAST SUPERIOR STREET 202, DULUTH, MN 55802

Signing Officer

Name
Don Ness
Title
Executive Director
Phone
2187264788
Signed
2022-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
1502 LONDON ROAD SUITE 200, DULUTH, MN 55812
Preparer
William Pank
Phone
2187224705
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13161390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ISHARES CMBS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ISHARES MBS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2PGIM HIGH YIELD-Q #1067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3VANGUARD SHORT TERM BOND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4PIMCO EMERGING MARKETS LOCAL #332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5PIMCO INTL BND UNHDG-INST #1853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6TEMPLETON GLOBAL BOND FD-R6 #356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ISHARES RUSSELL 1000 VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8MFS VALUE FUND-R6 #4810
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9HANNON ARMSTRONG SUSTAINABLE I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11T ROWE PRICE EQUITY INC-I #426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ISHARES RUSSELL MID-CAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ISHARES RUSSELL MID-CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14JPMORGAN MID CAP VALUE-R6 #2335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ISHARES RUSSELL 2000 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16DODGE & COX INT'L STOCK FD #1048
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ISHARES MSCI EAFE GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18OAKMARK INTERNATIONAL-INST #2886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19INV OPP DEVELOP MRKTS-R6 #7038
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20ISHARES MSCI EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ARBITRAGE FUND CLASS I #1000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22BOSTON P LNG/SHRT RES-INS #7015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23AMAZON COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24BJS RESTAURANTS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26BRIGHT HORIZONS FAMILY SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27BURLINGTON STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CHEWY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CHIPOTLE MEXICAN GRILL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30DECKERS OUTDOOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31HANESBRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32LKQ CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33LULULEMON ATHLETICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MERITAGE HOMES CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36NEW YORK TIMES CO CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37POOL CORPORATION COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38STITCH FIX INC

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,509,190
Liabilities
$248,659
Net assets
$45,260,531
Revenue
$5,242,974
Expenses
$2,087,776
Net income
$3,155,198
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$42.6$0.36$42.2$2.29$2.24$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.5$0.34$40.2$9.39$2.18$7.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.8$0.43$37.4$1.66$2.00$0.35
2021Detailed filing. Detailed filing data is available for this year.$45.5$0.25$45.3$5.24$2.09$3.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.1$0.21$40.9$1.83$1.52$0.31
2019Summary only. Only limited summary data is available for this year.$38.2$0.95$2.55$2.54$0.01
2015Summary only. Only limited summary data is available for this year.$34.3$0.38$1.13$2.35$1.22
2014Summary only. Only limited summary data is available for this year.$37.9$0.47$1.36$2.35$1.00
2013Summary only. Only limited summary data is available for this year.$38.9$0.40$1.94$2.24$0.31
2012Summary only. Only limited summary data is available for this year.$35.0$0.34$1.80$2.66$0.86
2011Summary only. Only limited summary data is available for this year.$33.2$0.34$1.94$1.93$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • $25M-$50M nonprofits