Civic Intelligence

Minnesota Foundation for Fiscal Excellence

990 • Fiscal year 2020 • EIN 41-1426868

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 26, 2021

Organization ProfileWWW.FISCALEXCELLENCE.ORG
85 East Seventh Place No 250St Paul, MN 55101-2173

(651) 224-7477

Siviq Scores

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

Liabilities / Assets

40th percentile

0.01x

Higher debt load relative to assets than 40% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.08x

Higher debt load relative to revenue than 55% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

90th percentile

51%

Higher net margin than 90% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

91st percentile

$117,502

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 132.9% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

65th percentile

17%

Faster asset growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

85th percentile

47%

Faster revenue growth than 85% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$576,421

Up $82,256 (+17%) from 2019

Net Assets

Up

$568,919

Up $77,250 (+16%) from 2019

Liabilities

Up

$7,502

Up $5,006 (+201%) from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin90th percentile

Revenue

Up

$88,403

Up $28,385 (+47%) from 2019

Expenses

Down

$42,946

Down $1,081 (-2.5%) from 2019

Net Income

Up

$45,457

Up $29,466 (+184%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$800K$600K$400K$200K$0Assets 2010: $161,962Liabilities 2010: $2,540Net Assets 2010: $159,4222010Assets 2011: $172,178Liabilities 2011: $4,141Net Assets 2011: $168,0372011Assets 2012: $214,036Liabilities 2012: $02012Assets 2013: $263,845Liabilities 2013: $1,416Net Assets 2013: $262,4292013Assets 2014: $283,450Liabilities 2014: $0Net Assets 2014: $283,4502014Assets 2015: $293,336Liabilities 2015: $2,321Net Assets 2015: $291,0152015Assets 2016: $332,928Liabilities 2016: $8,487Net Assets 2016: $324,4412016Assets 2017: $413,295Liabilities 2017: $5,224Net Assets 2017: $408,0712017Assets 2018: $417,401Liabilities 2018: $5,847Net Assets 2018: $411,5542018Assets 2019: $494,165Liabilities 2019: $2,496Net Assets 2019: $491,6692019Assets 2020: $576,421Liabilities 2020: $7,502Net Assets 2020: $568,9192020Assets 2021: $657,946Liabilities 2021: $10,805Net Assets 2021: $647,1412021Assets 2022: $585,671Liabilities 2022: $13,010Net Assets 2022: $572,6612022Assets 2023: $669,423Liabilities 2023: $0Net Assets 2023: $669,4232023Assets 2024: $611,822Liabilities 2024: $0Net Assets 2024: $611,8222024

Highlighted filing

2020

Assets$576,421
Liabilities$7,502
Net Assets$568,919
Open 2020 Filing

Operations Trend

Revenue Growth85th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2010: $26,500Expenses 2010: $9,827Net Income 2010: $16,6732010Revenue 2011: $22,307Expenses 2011: $16,253Net Income 2011: $6,0542011Revenue 2012: $42,388Expenses 2012: $13,742Net Income 2012: $28,6462012Revenue 2013: $31,219Expenses 2013: $22,379Net Income 2013: $8,8402013Revenue 2014: $31,480Expenses 2014: $30,036Net Income 2014: $1,4442014Revenue 2015: $36,223Expenses 2015: $24,267Net Income 2015: $11,9562015Revenue 2016: $35,856Expenses 2016: $24,837Net Income 2016: $11,0192016Revenue 2017: $56,447Expenses 2017: $15,426Net Income 2017: $41,0212017Revenue 2018: $55,845Expenses 2018: $34,280Net Income 2018: $21,5652018Revenue 2019: $60,018Expenses 2019: $44,027Net Income 2019: $15,9912019Revenue 2020: $88,403Expenses 2020: $42,946Net Income 2020: $45,4572020Revenue 2021: $67,381Expenses 2021: $69,959Net Income 2021: -$2,5782021Revenue 2022: $62,808Expenses 2022: $70,265Net Income 2022: -$7,4572022Revenue 2023: $93,536Expenses 2023: $48,659Net Income 2023: $44,8772023Revenue 2024: $74,212Expenses 2024: $204,169Net Income 2024: -$129,9572024

Highlighted filing

2020

Revenue$88,403
Expenses$42,946
Net Income$45,457
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 26, 2021
Return Version
2020v4.1
Gross Receipts
$88,403
Mission and Program Overview

Mission

To provide objective research and analysis on state and local tax and spending issues in support of effective, efficient, and accountable government. This organization is a supporting organization of the minnesota center for fiscal excellence, a tax-exempt corporation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$440,704$486,480▲ $45,776
Savings and Temporary Cash Investments$47,175$56,185▲ $9,010
Pledges and Grants Receivable$0$23,948▲ $23,948
Cash and Non-Interest-Bearing Accounts$1,890$7,492▲ $5,602
Accounts Receivable$4,396$2,316▼ $2,080
Total Assets$494,165$576,421▲ $82,256
Liabilities
Accounts Payable and Accrued Expenses$2,496$7,502▲ $5,006
Total Liabilities$2,496$7,502▲ $5,006
Net Assets / Fund Balance
Net Assets With Donor Restrictions$440,704$486,480▲ $45,776
Net Assets Without Donor Restrictions$50,965$82,439▲ $31,474
Total Net Assets Fund Balance$491,669$568,919▲ $77,250
Total Liabilities and Net Assets / Fund Balance$494,165$576,421▲ $82,256

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$440,704$6,500▲ $39,276-$486,480
2019$367,892$100▲ $72,712-$440,704
2018$366,117$12,210▼ $10,435-$367,892
2017$312,909$4,039▲ $49,169-$366,117
2016$278,317$28,154▲ $6,438-$312,909
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleOtherTotal
Mark HavemanExecutive Director$117,502$117,502

Board Members and Trustees

NameTitle
Sarah GettePresident
Gerald MorrisVice President
Dan PetersonDirector
Sandy NavinDirector
Thomas GottwaltTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$80,909
Program Service Revenue
$0
Investment Income
$7,494
Other Revenue
$0
All Other Contributions
$80,909
Change in Net Assets
$45,457
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$42,946
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$42,735--$42,735
All Other Expenses-$211-$211
Total Functional Expenses$42,735$211$0$42,946
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
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
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

“The board may designate at least 5 or more members to the executive committee. The board still exercises control and direction of the executive committee.”

Form 990, Part VI, Section A, Line 6

“The organization has two types of members - voting members and associate members.”

Form 990, Part VI, Section A, Line 7A

“Directors shall be elected by members from a list of persons nominated by a nominating committee designated by the president.”

Form 990, Part VI, Section A, Line 7B

“Changes to the organizing documents need to be approved by the members.”

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

“Once the form 990 is completed in draft form, an electronic copy is distributed to each board member for their review and approval at the next board meeting.”

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

“The board of directors reviews the conflict of interest policy annually.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Minnesota Foundation for Fiscal
EIN
41-1426868
Phone
6512247477
Address
85 EAST SEVENTH PLACE NO 250, ST PAUL, MN 55101-2173

Signing Officer

Name
Mark Haveman
Title
Executive Director
Phone
6512247477
Signed
2021-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Haveman
Formed
1983
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Redpath and Company Ltd
Address
4810 WHITE BEAR PARKWAY, WHITE BEAR LAKE, MN 55110
Preparer
Ashley C Rehn CPA
Phone
6514267000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting fees: program service expenses 42,735. Management and general expenses 0. Fundraising expenses 0. Total expenses 42,735.”

Financial Statement Notes

PART V, LINE 4:

“To enrich the foundation by providing a permanent source of income for research projects.”

PART X, LINE 2:

“A tax expense or benefit from an uncertain income tax position (including tax-exempt status) may be recognized only when it is more likely than not that the position will be sustained upon examination by taxing authorities. Management believes the organizations have no uncertain income tax positions that would result in an accrual, expense or benefit under the more likely than not standard.”

Raw XML AppendixShowing 400 of 425 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02496
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt07502
IRS990/AccountsReceivableGrp/BOYAmt04396
IRS990/AccountsReceivableGrp/EOYAmt02316
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE OBJECTIVE RESEARCH AND ANALYSIS ON STATE AND LOCAL TAX AND SPENDING ISSUES IN SUPPORT OF EFFECTIVE, EFFICIENT, AND ACCOUNTABLE GOVERNMENT. THIS ORGANIZATION IS A SUPPORTING ORGANIZATION OF THE MINNESOTA CENTER FOR FISCAL EXCELLENCE, A TAX-EXEMPT CORPORATION.
IRS990/AllOtherContributionsAmt080909
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0211
IRS990/AllOtherExpensesGrp/TotalAmt0211
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum06512247477
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt085 EAST SEVENTH PLACE NO 250
IRS990/BooksInCareOfDetail/USAddress/CityNm0ST PAUL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0551012173
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01890
IRS990/CashNonInterestBearingGrp/EOYAmt07492
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt080909
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt07494
IRS990/CYOtherExpensesAmt042946
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt045457
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt042946
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt088403
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE ORGANIZATION WORKED FOR SOUND FISCAL POLICIES, ESTABLISHED MORE EFFICIENT GOVERNMENTAL POLICIES AND PRACTICES, AND CONTRIBUTED INFORMATION TO THE CITIZENS AND TAXPAYERS OF THE STATE OF MINNESOTA ON THE AFFAIRS OF THEIR GOVERNMENT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0440704
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0486480
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt042735
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt042735
IRS990/FeesForServicesOtherGrp/TotalAmt042735
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt038.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt03422
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0MARK HAVEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1SARAH GETTE
IRS990/Form990PartVIISectionAGrp/PersonNm2GERALD MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm3THOMAS GOTTWALT
IRS990/Form990PartVIISectionAGrp/PersonNm4SANDY NAVIN
IRS990/Form990PartVIISectionAGrp/PersonNm5DAN PETERSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0114080
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt088403
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt07494
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07494
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0440704
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0486480
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE OBJECTIVE RESEARCH AND ANALYSIS ON STATE AND LOCAL TAX AND SPENDING ISSUES IN SUPPORT OF EFFECTIVE, EFFICIENT, AND ACCOUNTABLE GOVERNMENT. THIS ORGANIZATION IS A SUPPORTING ORGANIZATION OF THE MINNESOTA CENTER FOR FISCAL EXCELLENCE, A TAX-EXEMPT CORPORATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0491669
IRS990/NetAssetsOrFundBalancesEOYAmt0568919
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt031793
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt050965
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt082439
IRS990/NoncashContributionsAmt09948
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt023948
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARK HAVEMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt051400
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt08618
IRS990/PYOtherExpensesAmt044027
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt015991
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt044027
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt060018
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt045457
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt047175
IRS990/SavingsAndTempCashInvstGrp/EOYAmt056185
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION PROVIDED OBJECTIVE RESEARCH AND ANALYSIS ON STATE AND LOCAL TAX AND SPENDING ISSUES IN SUPPORT OF EFFECTIVE, EFFICIENT AND ACCOUNTABLE GOVERNMENT. ALL PROGRAM EXPENSES SUPPORTED THE WORK OF THE MINNESOTA CENTER FOR FISCAL EXCELLENCE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED ORGANIZATIONS, MINNESOTA CENTER FOR FISCAL EXCELLENCE, IS MONITORED YEARLY DURING THE PREPARATION OF THE FORM 990 TO ENSURE PUBLIC SUPPORT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ORGANIZATION IMPLEMENTED AND FOLLOWS A POLICY THAT ANY SUPPORT PROVIDED TO THE SUPPORTED ORGANIZATION BE USED EXCLUSIVELY FOR EXEMPT PURPOSES. THE FOUNDATION RETAINS WRITTEN RECORDS OF EACH GRANT PROVIDED TO THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART I, LINE 12, COLUMN VI:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART VI, SECTION A, LINE 3B
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART VI, SECTION A, LINE 3C
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0410418720
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt042735
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MINNESOTA CENTER FOR FISCAL EXCELLENCE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt042735
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0440704
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt06500
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0486480
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt039276
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0367892
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0100
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0440704
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt072712
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0366117
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt012210
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0367892
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-10435
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0312909
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt04039
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0366117
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt049169
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0278317
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt028154
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0312909
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06438
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO ENRICH THE FOUNDATION BY PROVIDING A PERMANENT SOURCE OF INCOME FOR RESEARCH PROJECTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1A TAX EXPENSE OR BENEFIT FROM AN UNCERTAIN INCOME TAX POSITION (INCLUDING TAX-EXEMPT STATUS) MAY BE RECOGNIZED ONLY WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT BELIEVES THE ORGANIZATIONS HAVE NO UNCERTAIN INCOME TAX POSITIONS THAT WOULD RESULT IN AN ACCRUAL, EXPENSE OR BENEFIT UNDER THE MORE LIKELY THAN NOT STANDARD.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD MAY DESIGNATE AT LEAST 5 OR MORE MEMBERS TO THE EXECUTIVE COMMITTEE. THE BOARD STILL EXERCISES CONTROL AND DIRECTION OF THE EXECUTIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS TWO TYPES OF MEMBERS - VOTING MEMBERS AND ASSOCIATE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DIRECTORS SHALL BE ELECTED BY MEMBERS FROM A LIST OF PERSONS NOMINATED BY A NOMINATING COMMITTEE DESIGNATED BY THE PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGES TO THE ORGANIZING DOCUMENTS NEED TO BE APPROVED BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ONCE THE FORM 990 IS COMPLETED IN DRAFT FORM, AN ELECTRONIC COPY IS DISTRIBUTED TO EACH BOARD MEMBER FOR THEIR REVIEW AND APPROVAL AT THE NEXT BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF DIRECTORS REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CONSULTING FEES: PROGRAM SERVICE EXPENSES 42,735. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,735.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MINNESOTA CENTER FOR FISCAL EXCELLENCE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0410418720
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TAXPAYER EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt085 EAST SEVENTH PLACE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ST PAUL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd055101
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt042735
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MINNESOTA CENTER FOR FISCAL EXCELLENCE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0494165
IRS990/TotalAssetsEOYAmt0576421
IRS990/TotalAssetsGrp/BOYAmt0494165
IRS990/TotalAssetsGrp/EOYAmt0576421
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt080909
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0211
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt042735
IRS990/TotalFunctionalExpensesGrp/TotalAmt042946
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02496
IRS990/TotalLiabilitiesEOYAmt07502
IRS990/TotalLiabilitiesGrp/BOYAmt02496
IRS990/TotalLiabilitiesGrp/EOYAmt07502
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0491669
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0568919
IRS990/TotalOtherCompensationAmt03422
IRS990/TotalProgramServiceExpensesAmt042735
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt07494
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt088403
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0494165
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0576421
IRS990/TotReportableCompRltdOrgAmt0114080
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt085 EAST SEVENTH PLACE NO 250
IRS990/USAddress/CityNm0ST PAUL
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd0551012173
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.FISCALEXCELLENCE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK HAVEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06512247477
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-26

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$576,421
Liabilities
$7,502
Net assets
$568,919
Revenue
$88,403
Expenses
$42,946
Net income
$45,457
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$0.74$2.04$1.30
2023Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$0.94$0.49$0.45
2022Detailed filing. Detailed filing data is available for this year.$5.86$0.13$5.73$0.63$0.70$0.07
2021Detailed filing. Detailed filing data is available for this year.$6.58$0.11$6.47$0.67$0.70$0.03
2020Detailed filing. Detailed filing data is available for this year.$5.76$0.08$5.69$0.88$0.43$0.45
2019Detailed filing. Detailed filing data is available for this year.$4.94$0.02$4.92$0.60$0.44$0.16
2018Detailed filing. Detailed filing data is available for this year.$4.17$0.06$4.12$0.56$0.34$0.22
2017Detailed filing. Detailed filing data is available for this year.$4.13$0.05$4.08$0.56$0.15$0.41
2016Detailed filing. Detailed filing data is available for this year.$3.33$0.08$3.24$0.36$0.25$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.93$0.02$2.91$0.36$0.24$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.31$0.30$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.64$0.01$2.62$0.31$0.22$0.09
2012Summary only. Only limited summary data is available for this year.$2.14$0.00$0.42$0.14$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.04$1.68$0.22$0.16$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.03$1.59$0.27$0.10$0.17