Civic Intelligence

Northfield Senior Citizens Inc

EIN 41-1346487 • 501(c)3 • Northfield, MN

Profile

To promote well-being among area senior citizens.

1651 Jefferson PkwyNorthfield, MN 55057

www.northfieldseniorcenter.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

53rd percentile

0.08x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.29x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

17th percentile

-15%

Higher net margin than 17% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$84,113

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

42nd percentile

1.0%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-13%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,589,505

Up $34,111 (+1.0%) from 2023

Liabilities

Down

$293,891

Down $54,144 (-16%) from 2023

Net Assets

Up

$3,295,614

Up $88,255 (+2.8%) from 2023

Revenue

Down

$1,020,248

Down $156,745 (-13%) from 2023

Expenses

Up

$1,175,983

Up $57,248 (+5.1%) from 2023

Net Income

Down

-$155,735

Down $213,993 (-367%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,210,563Liabilities 2010: $44,650Net Assets 2010: $1,165,9132010Assets 2011: $1,132,699Liabilities 2011: $66,157Net Assets 2011: $1,066,5422011Assets 2012: $1,210,676Liabilities 2012: $76,468Net Assets 2012: $1,134,2082012Assets 2013: $1,337,927Liabilities 2013: $97,405Net Assets 2013: $1,240,5222013Assets 2014: $1,394,032Liabilities 2014: $64,854Net Assets 2014: $1,329,1782014Assets 2015: $1,415,006Liabilities 2015: $59,744Net Assets 2015: $1,355,2622015Assets 2016: $1,608,493Liabilities 2016: $70,441Net Assets 2016: $1,538,0522016Assets 2017: $1,820,837Liabilities 2017: $75,930Net Assets 2017: $1,744,9072017Assets 2018: $2,454,910Liabilities 2018: $70,361Net Assets 2018: $2,384,5492018Assets 2019: $2,803,710Liabilities 2019: $76,053Net Assets 2019: $2,727,6572019Assets 2020: $3,087,126Liabilities 2020: $141,365Net Assets 2020: $2,945,7612020Assets 2021: $3,479,757Liabilities 2021: $77,491Net Assets 2021: $3,402,2662021Assets 2022: $3,029,350Liabilities 2022: $96,475Net Assets 2022: $2,932,8752022Assets 2023: $3,555,394Liabilities 2023: $348,035Net Assets 2023: $3,207,3592023Assets 2024: $3,589,505Liabilities 2024: $293,891Net Assets 2024: $3,295,6142024

Highlighted filing

2024

Assets$3,589,505
Liabilities$293,891
Net Assets$3,295,614

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $605,3532010Expenses 2011: $637,6002011Expenses 2012: $671,6512012Revenue 2013: $716,088Expenses 2013: $708,935Net Income 2013: $7,1532013Revenue 2014: $803,984Expenses 2014: $722,888Net Income 2014: $81,0962014Revenue 2015: $869,675Expenses 2015: $750,512Net Income 2015: $119,1632015Revenue 2016: $883,961Expenses 2016: $767,341Net Income 2016: $116,6202016Revenue 2017: $893,496Expenses 2017: $807,372Net Income 2017: $86,1242017Revenue 2018: $1,620,187Expenses 2018: $868,235Net Income 2018: $751,9522018Revenue 2019: $1,130,936Expenses 2019: $906,876Net Income 2019: $224,0602019Revenue 2020: $1,031,452Expenses 2020: $865,759Net Income 2020: $165,6932020Revenue 2021: $1,132,597Expenses 2021: $855,207Net Income 2021: $277,3902021Revenue 2022: $979,065Expenses 2022: $1,047,181Net Income 2022: -$68,1162022Revenue 2023: $1,176,993Expenses 2023: $1,118,735Net Income 2023: $58,2582023Revenue 2024: $1,020,248Expenses 2024: $1,175,983Net Income 2024: -$155,7352024

Highlighted filing

2024

Revenue$1,020,248
Expenses$1,175,983
Net Income-$155,735

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.59$0.29$3.30$1.02$1.18$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$0.35$3.21$1.18$1.12$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$0.10$2.93$0.98$1.05$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.08$3.40$1.13$0.86$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.14$2.95$1.03$0.87$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.08$2.73$1.13$0.91$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.07$2.38$1.62$0.87$0.75
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.08$1.74$0.89$0.81$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.07$1.54$0.88$0.77$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.42$0.06$1.36$0.87$0.75$0.12
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.39$0.06$1.33$0.80$0.72$0.08
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.34$0.10$1.24$0.72$0.71$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.08$1.13$0.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.07$1.07$0.64
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.04$1.17$0.61
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Dec 2, 2025
Return Version
2024v5.2
Gross Receipts
$1,020,248
Mission and Program Overview

Mission

To promote well-being among area senior citizens.

To promote well being among area senior citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,963,530$3,208,125▲ $244,595
Land, Buildings, and Equipment, Net$148,798$134,302▼ $14,496
Inventories for Sale or Use$35,000$35,000→ $0
Cash and Non-Interest-Bearing Accounts$49,269$23,117▼ $26,152
Prepaid Expenses and Deferred Charges$4,312$19,984▲ $15,672
Accounts Receivable$47,920$19,249▼ $28,671
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$3,555,394$3,589,505▲ $34,111
Other Assets Total$306,565$149,728▼ $156,837
Liabilities
Other Liabilities$232,794$149,728▼ $83,066
Accounts Payable and Accrued Expenses$68,890$113,455▲ $44,565
Deferred Revenue$46,351$30,708▼ $15,643
Total Liabilities$348,035$293,891▼ $54,144
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,787,197$2,898,153▲ $110,956
Net Assets With Donor Restrictions$420,162$397,461▼ $22,701
Total Net Assets Fund Balance$3,207,359$3,295,614▲ $88,255
Total Liabilities and Net Assets / Fund Balance$3,555,394$3,589,505▲ $34,111

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$101,282$205,181$306,463
Leasehold Improvements$33,020$115,384$148,404

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,623,500-▲ $571,712-$3,195,212
2023$2,290,380-▲ $333,120-$2,623,500
2022$2,604,719-▼ $314,339-$2,290,380
2021$2,363,071-▲ $241,648-$2,604,719
2020$2,315,594-▲ $122,477$75,000$2,363,071
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kerry HjelmgrenExecutive DirectorFT$84,113$84,113

Board Members and Trustees

NameTitle
Kathie TarantoChair
Pat JorstadPast Chair
Susan OftedahlVice Chair
Carla JohnsonDirector
Charles SkinnerDirector
Gerald JohnsonDirector
John DedzejDirector
Kay BrownDirector
Leif KnechtDirector
Naurine LennoxDirector
Richard DeBeauDirector
Vicki CelanderDirector
George BrophySec/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$524,552
Program Service Revenue
$131,925
Investment Income
$65,904
Other Revenue
$297,867
All Other Contributions
$165,279
Change in Net Assets
$-155,735

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,020,248
Revenue Not Reported on Form 990
$243,990
Total Revenue per Audited Statements
$1,264,238
Total Revenue per Form 990
$1,020,248
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$595,093
Salaries, Compensation, and Employee Benefits$580,890
Total Fundraising Expense$18,173
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$372,750$50,861$10,814$434,425
Occupancy$216,824$18,206-$235,030
Current Officers, Directors, Trustees, and Key Employees$75,701$4,206$4,206$84,113
Depreciation Depletion$13,263$35,362-$48,625
Fees for Services Other$28,144$14,485-$42,629
Payroll Taxes$34,101$4,592$1,139$39,832
Fees for Services Accounting-$27,044-$27,044
All Other Expenses$14,912$10,832$346$26,090
Pension Plan Contributions$11,548$10,559$413$22,520
Other Expenses$89$15,592$1,210$16,891
Insurance-$13,490-$13,490
Office Expenses$5,698$3,235-$8,933
Advertising-$4,777-$4,777
Information Technology-$2,058-$2,058
Travel$30$196-$226
Total Functional Expenses$932,495$225,315$18,173$1,175,983

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,175,983
Total Expenses per Audited Statements$1,175,983
Total Expenses per Form 990$1,175,983
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Kerry HjelmgrenExecutive Dir.Daughter of Board MemberNo$84,113

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease liability$149,728
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed and approved by Board of Directors prior to filing.

Form 990, Part VI, Section B, Line 12C

Conflict of Interest policy is reviewed annually by each Board member to confirm compliance.

Form 990, Part VI, Section B, Line 15A

The process for determining compensation for the Executive Director consists of an annual Executive Committee review of the Director's duties and performance. The salary is compared to published compensation levels for similar non-profit organizations. This process is documented annually.

Form 990, Part VI, Section C, Line 19

Upon request.

Filing and Contact Details

Filer

Filer Name
Northfield Senior Citizens Inc
EIN
41-1346487
Phone
5076643700
Address
1651 Jefferson Pkwy, Northfield, MN 55057

Signing Officer

Name
Kathie Taranto
Title
Chair
Signed
2025-12-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathie Taranto
Formed
1976
Legal Domicile
Mn
Voting Board Members
13
Independent Board Members
13
Employees
16
Volunteers
170

Preparer

Firm
Anderson & Baxter Ltd
Address
12805 Highway 55 Suite 105, Minneapolis, MN 55441
Preparer
John E Baxter CPA
Phone
6125007612
Raw XML AppendixShowing 400 of 567 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.

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