Civic Intelligence

Ordean Foundation

990PF • Fiscal year 2022 • EIN 41-0711611

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 21, 2023

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

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

54th percentile

0.26x

Higher debt load relative to revenue than 54% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

16th percentile

-21%

Higher net margin than 16% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

47th percentile

$200,432

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 12.1% of source-year revenue.

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

9th percentile

-17%

Faster asset growth than 9% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-68%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$37,819,967

Down $7,689,223 (-17%) from 2021

Net Assets

Down

$37,390,693

Down $7,869,838 (-17%) from 2021

Liabilities

Up

$429,274

Up $180,615 (+73%) from 2021

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin16th percentile

Revenue

Down

$1,656,626

Down $3,586,348 (-68%) from 2021

Expenses

Down

$2,001,726

Down $86,050 (-4.1%) from 2021

Net Income

Down

-$345,100

Down $3,500,298 (-111%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2022

Assets$37,819,967
Liabilities$429,274
Net Assets$37,390,693
Open 2022 Filing

Operations Trend

Revenue Growth7th 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

2022

Revenue$1,656,626
Expenses$2,001,726
Net Income-$345,100
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 21, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DON NESSExecutive DirectorFT$172,205$28,227$200,432
JON NELSONChair-$0--
CHUCK WALTPrevious Board Chair-$0--
JOHN STRANGEVice Chair-$0--
MARCUS JONESSecretary-$0--
TRACI MORRISTreasurer-$0--
RICHARD HOWELLDirector-$0--
MARSHA HYSTEADDirector-$0--
MARIA ISLEYDirector-$0--
STACY JOHNSTONDirector-$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
2023-09-21
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
1502 LONDON ROAD SUITE 200, DULUTH, MN 55812
Preparer
Michael J Peterson CPA
Phone
2187224705
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VII-B, LINE 1
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0RELATED PARTY TRANSACTIONS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0SEVERAL MEMBERS OF THE BOARD OF DIRECTORS ALSO VOLUNTARILY SERVE ON THE BOARD OF DIRECTORS OR IN OTHER CAPACITIES WITH NONPROFIT ORGANIZATIONS WHICH HAVE RECEIVED GRANTS OR LOANS FROM THE FOUNDATION. IN MATTERS INVOLVING THESE ORGANIZATIONS, THE AFFECTED BOARD MEMBER ABSTAINS FROM ANY ACTION TAKEN BY THE ORDEAN FOUNDATION BOARD.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1PAYDEN EMERGING MARKETS BOND FUND CLASS SI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2VANGUARD SHORT TERM BOND ETF
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16HANNON ARMSTRONG SUSTAINABLE I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17LIVE OAK BANCSHARES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ARBITRAGE FUND CLASS I #1000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BOSTON P LNG/SHRT RES-INS #7015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20AMAZON COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21AMEX CONSUMER DISCR SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23BRIGHT HORIZONS FAMILY SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24BURLINGTON STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CHEWY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CHIPOTLE MEXICAN GRILL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27DECKERS OUTDOOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ETSY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29LEVI STRAUSS & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30LKQ CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31LULULEMON ATHLETICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32MERITAGE HOMES CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34NEW YORK TIMES CO CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35POOL CORPORATION COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36TRACTOR SUPPLY CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37TRACTOR SUPPLY CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ULTA BEAUTY, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39BJ'S WHOLESALE CLUB HOLDINGS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40CHURCH & DWIGHT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41CONSTELLATION BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43DARLING INGREDIENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ESTEE LAUDER COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45FRESHPET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46LAMB WESTON HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47AMEX ENERGY SELECT SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48EAST WEST BANCORP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49FINANCIAL SELECT SECTOR SPDR

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,819,967
Liabilities
$429,274
Net assets
$37,390,693
Revenue
$1,656,626
Expenses
$2,001,726
Net income
-$345,100
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
2022Detailed filing. Detailed filing data is available for this year.$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