Civic Intelligence

Duluth-Superior Area Community

EIN 41-1429402 • 501(c)3 • Duluth, MN

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Profile

The duluth superior area community foundation promotes private giving for the public good.

324 W Superior Street 700Duluth, MN 55802

www.dsacommunityfoundation.com

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.07x

Higher debt load relative to assets than 23% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

1.21x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Net Margin

15th percentile

-10%

Higher net margin than 15% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

14th percentile

$210,833

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$118,006,182

Up $11,724,614 (+11%) from 2023

Liabilities

Up

$7,736,696

Up $1,182,358 (+18%) from 2023

Net Assets

Up

$110,269,486

Up $10,542,256 (+11%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin15th percentile

Revenue

Up

$6,417,532

Up $9,676,881 (+297%) from 2023

Expenses

Up

$7,065,045

Up $3,111,615 (+79%) from 2023

Net Income

Up

-$647,513

Up $6,565,266 (+91%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$150M$100M$50M$0Assets 2010: $51,800,410Liabilities 2010: $1,834,263Net Assets 2010: $49,966,1472010Assets 2011: $48,858,345Liabilities 2011: $1,752,004Net Assets 2011: $47,106,3412011Assets 2012: $53,678,765Liabilities 2012: $1,881,512Net Assets 2012: $51,797,2532012Assets 2013: $58,697,197Liabilities 2013: $2,051,174Net Assets 2013: $56,646,0232013Assets 2014: $60,958,936Liabilities 2014: $1,827,528Net Assets 2014: $59,131,4082014Assets 2015: $62,026,974Liabilities 2015: $1,840,162Net Assets 2015: $60,186,8122015Assets 2016: $63,973,810Liabilities 2016: $2,683,095Net Assets 2016: $61,290,7152016Assets 2017: $72,250,518Liabilities 2017: $871,714Net Assets 2017: $71,378,8042017Assets 2018: $69,292,781Liabilities 2018: $5,118,544Net Assets 2018: $64,174,2372018Assets 2019: $82,887,562Liabilities 2019: $5,804,227Net Assets 2019: $77,083,3352019Assets 2020: $93,106,016Liabilities 2020: $6,364,812Net Assets 2020: $86,741,2042020Assets 2021: $108,779,368Liabilities 2021: $6,887,074Net Assets 2021: $101,892,2942021Assets 2022: $89,696,300Liabilities 2022: $6,001,000Net Assets 2022: $83,695,3002022Assets 2023: $106,281,568Liabilities 2023: $6,554,338Net Assets 2023: $99,727,2302023Assets 2024: $118,006,182Liabilities 2024: $7,736,696Net Assets 2024: $110,269,4862024

Highlighted filing

2024

Assets$118,006,182
Liabilities$7,736,696
Net Assets$110,269,486
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$10M$0-$10MExpenses 2010: $2,424,5602010Revenue 2011: $3,796,761Expenses 2011: $2,921,364Net Income 2011: $875,3972011Expenses 2012: $2,900,0142012Revenue 2013: $8,827,455Expenses 2013: $3,271,237Net Income 2013: $5,556,2182013Revenue 2014: $14,380,146Expenses 2014: $3,077,885Net Income 2014: $11,302,2612014Revenue 2015: $6,259,071Expenses 2015: $3,115,348Net Income 2015: $3,143,7232015Revenue 2016: $224,190Expenses 2016: $4,867,405Net Income 2016: -$4,643,2152016Revenue 2017: $5,073,788Expenses 2017: $3,690,175Net Income 2017: $1,383,6132017Revenue 2018: $8,033,718Expenses 2018: $3,841,018Net Income 2018: $4,192,7002018Revenue 2019: $5,862,131Expenses 2019: $3,904,374Net Income 2019: $1,957,7572019Revenue 2020: $5,605,705Expenses 2020: $4,210,634Net Income 2020: $1,395,0712020Revenue 2021: $11,039,912Expenses 2021: $3,990,376Net Income 2021: $7,049,5362021Revenue 2022: $8,134,379Expenses 2022: $5,435,857Net Income 2022: $2,698,5222022Revenue 2023: -$3,259,349Expenses 2023: $3,953,430Net Income 2023: -$7,212,7792023Revenue 2024: $6,417,532Expenses 2024: $7,065,045Net Income 2024: -$647,5132024

Highlighted filing

2024

Revenue$6,417,532
Expenses$7,065,045
Net Income-$647,513
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$118,006,182
Liabilities
$7,736,696
Net assets
$110,269,486
Revenue
$6,417,532
Expenses
$7,065,045
Net income
-$647,513
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$118$7.74$110$6.42$7.07$0.65
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$106$6.55$99.7$3.26$3.95$7.21
2022Detailed filing. Detailed filing data is available for this year.$89.7$6.00$83.7$8.13$5.44$2.70
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$109$6.89$102$11.0$3.99$7.05
2020Detailed filing. Detailed filing data is available for this year.$93.1$6.36$86.7$5.61$4.21$1.40
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.9$5.80$77.1$5.86$3.90$1.96
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.3$5.12$64.2$8.03$3.84$4.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.3$0.87$71.4$5.07$3.69$1.38
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.0$2.68$61.3$0.22$4.87$4.64
2015Detailed filing. Detailed filing data is available for this year.$62.0$1.84$60.2$6.26$3.12$3.14
2014Detailed filing. Detailed filing data is available for this year.$61.0$1.83$59.1$14.4$3.08$11.3
2013Detailed filing. Detailed filing data is available for this year.$58.7$2.05$56.6$8.83$3.27$5.56
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.7$1.88$51.8$2.90
2011Summary only. Only limited summary data is available for this year.$48.9$1.75$47.1$3.80$2.92$0.88
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.8$1.83$50.0$2.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$16,601,587
Mission and Program Overview

Mission

The duluth superior area community foundation promotes private giving for the public good.

We unite people and resources, driving bold action to create lasting impact for a brighter tomorrow.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$101,463,712$113,720,401▲ $12,256,689
Savings and Temporary Cash Investments$1,790,939$1,846,067▲ $55,128
Cash and Non-Interest-Bearing Accounts$1,541,079$838,077▼ $703,002
Pledges and Grants Receivable$311,270$303,368▼ $7,902
Land, Buildings, and Equipment, Net$187,853$154,217▼ $33,636
Other Notes and Loans Receivable, Net-$58,800-
Total Assets$106,281,568$118,006,182▲ $11,724,614
Other Assets Total$986,715$1,085,252▲ $98,537
Liabilities
Other Liabilities$5,833,448$6,821,723▲ $988,275
Grants Payable$508,606$727,823▲ $219,217
Unsecured Notes Loans Payable$134,975$112,754▼ $22,221
Accounts Payable and Accrued Expenses$77,309$74,396▼ $2,913
Total Liabilities$6,554,338$7,736,696▲ $1,182,358
Net Assets / Fund Balance
Net Assets With Donor Restrictions$72,700,642$81,441,074▲ $8,740,432
Net Assets Without Donor Restrictions$27,026,588$28,828,412▲ $1,801,824
Total Net Assets Fund Balance$99,727,230$110,269,486▲ $10,542,256
Total Liabilities and Net Assets / Fund Balance$106,281,568$118,006,182▲ $11,724,614

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$28,411$282,325$310,736
Leasehold Improvements$125,806$149,998$275,804

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$98,214,882$1,894,456▲ $15,171,036-$108,698,806
2023$82,222,507$5,735,927▲ $13,758,088-$98,214,882
2022$99,673,391$4,155,128▼ $17,139,647-$82,222,507
2021$86,146,487$4,182,596▲ $12,823,051-$99,673,391
2020$76,490,672$2,726,303▲ $10,227,858-$86,146,487
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shaun FloerkePresident/CEOFT$154,505$56,328$210,833
Paige FreeseFinance DirectorFT$80,404$15,149$95,553

Board Members and Trustees

NameTitle
Kerstyn HendricksChair
Joscelyn SkandelChair (thru March)
Katelyn BaumannVice Chair
Aileen BeardTrustee
Angela GilbertsonTrustee
Fred FriedmanTrustee
Heidi SigfridsTrustee
Jeff CoreyTrustee
Julian ZebotTrustee
Lee Jensen BujoldTrustee
Peter PfankuchTrustee
Sakib MahmudTrustee
Sandra WrightTrustee
Brenda BrannanTrustee (thru March)
Patrick HeffernanSecretary
Moira VilliardSecretary (thru June)
Matt VaillantTreasurer
David MontgomeryTreasurer (thru November)
Revenue and Support

Revenue Composition

Contributions and Grants
$2,370,441
Program Service Revenue
$0
Investment Income
$4,058,785
Other Revenue
$-11,694
All Other Contributions
$2,345,441
Change in Net Assets
$-647,513

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded13$50,180Fair Market Value (FMV)
Other Non Cash Contri Table11$2,175Fair Market Value (FMV)
Total Noncash Contributions24$52,355-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,235,608
Revenue Not Reported on Financial Statements
$181,924
Revenue Not Reported on Form 990
$11,050,450
Total Revenue per Audited Statements
$17,286,058
Total Revenue per Form 990
$6,417,532
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,417,464
Salaries, Compensation, and Employee Benefits$995,687
Other Expenses$651,894
Total Fundraising Expense$308,533
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,597,558--$4,597,558
Grants to Domestic Individuals$819,906--$819,906
Other Salaries and Wages$311,416$107,379$124,338$543,133
Current Officers, Directors, Trustees, and Key Employees$175,655$60,582$70,149$306,386
Fees for Service Investment Mgmnt Fees-$181,924-$181,924
Fees for Services Other$49,166$5,833$10,349$65,348
Other Employee Benefits$35,062$12,103$14,015$61,180
Payroll Taxes$31,256$10,762$12,462$54,480
Occupancy$23,120$8,247$9,017$40,384
Depreciation Depletion$22,585$7,739$9,186$39,510
Advertising$21,211$6,901$8,251$36,363
Conferences and Meetings$19,052$6,454$7,474$32,980
Fees for Services Accounting-$30,835-$30,835
Pension Plan Contributions$17,484$6,035$6,989$30,508
All Other Expenses$18,476$2,008$2,323$22,807
Other Expenses$12,694$2,544$2,945$18,183
Office Expenses$6,925$1,537$1,779$10,241
Information Technology$7,892--$7,892
Insurance$4,269$1,475$1,709$7,453
Travel$2,673--$2,673
Fees for Services Legal$1,032$1,032-$2,064
Total Functional Expenses$6,281,599$474,913$308,533$7,065,045

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,065,045
Expenses per Audited Statements$6,743,802
Total Expenses per Audited Statements$6,743,802
Expenses Not Reported on Financial Statements$321,243
Other Expense Adjustments$139,319
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ChumDuluth, MN501(c)(3)Human Services$256,361
University of Minnesota FoundationMinneapolis, MN501(c)(3)Human Services$243,678
Ywca of DuluthDuluth, MN501(c)(3)Comm Econ Dev$152,539
Divine Konnections IncDuluth, MN501(c)(3)Human Services$115,000
Bad River Band of Lake Superior Tribe of Chippewa IndiansOdanah, WITribal Section 7871Comm Econ Dev$103,943
Congregations Caring for Creation Dba Minnesota Interfaith Power & LightMinneapolis, MN501(c)(3)Comm Econ Dev$100,000
One Roof Community HousingDuluth, MN501(c)(3)Human Services$94,726
Family Freedom CenterDuluth, MN501(c)(3)Comm Econ Dev$92,500
DULUTH CHILDREN'S MUSEUM INCDuluth, MN501(c)(3)Education$85,118
Northwoods Women Inc Dba New Day Advocacy CenterAshland, WI501(c)(3)Human Services$79,575
Marshall SchoolDuluth, MN501(c)(3)Education$79,069
Planned Parenthood Minnesota North Dakota South Dakota (ppmns)St Paul, MN501(c)(3)Human Services$70,572
Duluth Area Chamber FoundationDuluth, MN501(c)(3)Comm Econ Dev$70,000
American Red Cross Serving Northern MinnesotaDuluth, MN501(c)(3)Human Services$62,305
23rd VeteranDuluth, MN501(c)(3)Human Services$62,000
Maji Ya Chai Land SanctuaryTwo Harbors, MN501(c)(3)Comm Econ Dev$60,000
Damiano of Duluth IncDuluth, MN501(c)(3)Human Services$57,968
Community Action DuluthDuluth, MN501(c)(3)Comm Econ Dev$57,000
Men as PeacemakersDuluth, MN501(c)(3)Education$53,000
Friends of the Finland CommunityFinland, MN501(c)(3)Comm Econ Dev$52,000
Local Initiatives Support Corporation (lisc)Duluth, MN501(c)(3)Comm Econ Dev$50,400
Ashland CountyAshland, WIGovernment, Public SHuman Services$50,000
Hermantown Community ChurchHermantown, MN501(c)(3) ChurchHuman Services$50,000
Lincoln Parent Teacher OrganizationHibbing, MN501(c)(3)Education$50,000
Outfront Minnesota Community ServicesSaint Paul, MN501(c)(3)Human Services$50,000
Native American Educational Technologies IncHayward, WI501(c)(3)Comm Econ Dev$49,250
Duluth Center for Women and ChildrenDuluth, MN501(c)(3)Comm Econ Dev$49,130
Mentor NorthDuluth, MN501(c)(3)Human Services$47,892
Minnesota Center for Employee OwnershipSt Cloud, MN501(c)(3)Comm Econ Dev$45,500
Lighthouse Center for Vital LivingDuluth, MN501(c)(3)Human Services$44,646
Landmark Conservancy IncMenomonie, WI501(c)(3)Environment$43,464
Life House IncDuluth, MN501(c)(3)Comm Econ Dev$40,385
Healthy Alliances Matter for All Dba Health Equity NorthlandDuluth, MN501(c)(3)Comm Econ Dev$40,000
Girl Scouts of Minnesota and Wisconsin Lakes and PinesWaite Park, MN501(c)(3)Education$38,572
ISD #709 - DULUTH PUBLIC SCHOOLSDuluth, MNGovernment, Public SEducation$37,526
Animal Allies Humane SocietyDuluth, MN501(c)(3)Environment$36,500
Finland Children in Nature GroupFinland, MN501(c)(3)Human Services$35,000
Free Wisconsin LLCAshland, WI501(c)(3)Human Services$35,000
Project Renewal of DavenportDavenport, IA501(c)(3)Human Services$35,000
The Auxilia Initiative IncWashburn, WI501(c)(3)Human Services$35,000
Duluth PlayhouseDuluth, MN501(c)(3)Arts$33,197
Miller-dwan FoundationDuluth, MN501(c)(3)Human Services$32,700
University of Wisconsin-superior Alumni and Friends Foundation IncSuperior, WI501(c)(3)Environment$31,300
Minnesota Environmental PartnershipSt Paul, MN501(c)(3)Environment$31,000
Minnesota Land TrustSaint Paul, MN501(c)(3)Environment$30,000
Tourist Center Senior Citizens IncHibbing, MN501(c)(3)Human Services$28,377
Cast Outdoor Adventures IncEly, MN501(c)(3)Human Services$27,000
College of St Scholastica IncDuluth, MN501(c)(3)Education$27,000
ISD #99 - ESKO PUBLIC SCHOOLSEsko, MNGovernment, Public SEducation$25,874
Northwest Wisconsin Workforce Investment BoardAshland, WI501(c)(3)Comm Econ Dev$25,591
School District of BayfieldBayfield, WIGovernment, Public SEducation$25,200
Arrowhead Animal RescueGrand Marais, MN501(c)(3)Environment$25,000
Care Partners of Cook CountyGrand Marais, MN501(c)(3)Human Services$25,000
Contented CrittersEly, MN501(c)(3)Environment$25,000
Fathers Rise Together Dba Family Rise TogetherDuluth, MN501(c)(3)Comm Econ Dev$25,000
Hawk Ridge Bird Observatory IncDuluth, MN501(c)(3)Environment$25,000
Minnesota Public RadioSaint Paul, MN501(c)(3)Environment$25,000
Mixed Blood Theatre CompanyMinneapolis, MN501(c)(3)Arts$25,000
Northeastern Minnesotans for WildernessEly, MN501(c)(3)Environment$25,000
Secondhand Hounds Dba the Bond BetweenMinnetonka, MN501(c)(3)Environment$25,000
ServeminnesotaMinneapolis, MN501(c)(3)Education$25,000
Together for Life Northland Inc Dba Star of the North Maternity HomeDuluth, MN501(c)(3)Human Services$25,000
Welch Center Inc Dba Valley Youth CenterDuluth, MN501(c)(3)Comm Econ Dev$25,000
CHILDREN'S DENTAL SERVICESMinneapolis, MN501(c)(3)Human Services$23,902
Ely Area Community FoundationEly, MN501(c)(3)Comm Econ Dev$22,426
Head of the Lakes United WayDuluth, MN501(c)(3)Human Services$21,349
Town of La PointeLa Pointe, WIGovernment, Public SComm Econ Dev$20,829
Pilgrim Congregational ChurchDuluth, MN501(c)(3) ChurchHuman Services$20,326
Second Harvest Northern Lakes Food Bank Dba Second Harvest NorthlandDuluth, MN501(c)(3)Human Services$19,216
Hartley Nature CenterDuluth, MN501(c)(3)Environment$18,791
Justice North (fka Lasnem)Duluth, MN501(c)(3)Human Services$18,770
Natural Resources Foundation of WisconsinMadison, WI501(c)(3)Environment$18,000
United Way of Northeastern MinnesotaChisholm, MN501(c)(3)Human Services$17,500
North Shore Community SchoolDuluth, MN501(c)(3)Education$17,376
Wild Rivers Habitat for Humanity IncSpooner, WI501(c)(3)Human Services$16,500
Human Development CenterDuluth, MN501(c)(3)Human Services$16,415
ST LUKE'S FOUNDATIONDuluth, MN501(c)(3)Human Services$16,321
Northland CollegeAshland, WI501(c)(3)Education$16,254
Lake Superior Big Top ChautauquaWashburn, WI501(c)(3)Education$15,944
Advocates Against Domestic AbuseAitkin, MN501(c)(3)Human Services$15,000
College of Saint BenedictSaint Joseph, MN501(c)(3)Education$15,000
NORTHWOOD CHILDREN'S SERVICESDuluth, MN501(c)(3)Human Services$14,184
City of TowerTower, MNGovernment, Public SComm Econ Dev$13,386
Bayfield Community Education Foundation IncBayfield, WI501(c)(3)Education$13,127
Arrowhead Economic Opportunity AgencyVirginia, MN501(c)(3)Human Services$13,087
Red Cliff Band of Lake Superior ChippewaBayfield, WITribal Section 7871Education$12,758
Zeitgeist Center for Arts and CommunityDuluth, MN501(c)(3)Arts$12,601
Advocates for Family PeaceGrand Rapids, MN501(c)(3)Human Services$12,541
Center Against Sexual & Domestic Abuse Inc (casda)Superior, WI501(c)(3)Human Services$10,787
Duluth Superior Symphony AssociationDuluth, MN501(c)(3)Arts$10,193
Lake Superior Center Dba Great Lakes AquariumDuluth, MN501(c)(3)Environment$10,000
Noatun Community Wooden Boat WorksDuluth, MN501(c)(3)Environment$10,000
Recreation and Fitness ResourcesBayfield, WI501(c)(3)Environment$10,000
Superior Rivers Watershed Association IncAshland, WI501(c)(3)Environment$10,000
The National Loon Center FoundationCrosslake, MN501(c)(3)Environment$9,725
Lakeview Christian AcademyDuluth, MN501(c)(3)Education$9,625
Core Community Resources IncBayfield, WI501(c)(3)Human Services$9,538
Gary-morgan Park Hockey AssociationDuluth, MNRenewing/sponsored OEducation$9,506
Boy Scouts of America-voyageurs Area CouncilHermantown, MN501(c)(3)Education$9,400
Duluth Art InstituteDuluth, MN501(c)(3)Arts$9,263
Rails Endowment for Academic Art and Athletic DevelopmentProctor, MN501(c)(3)Education$9,177
Two Harbors Area Food ShelfTwo Harbors, MN501(c)(3)Human Services$9,000
Madeline Island Public LibraryLa Pointe, WIGovernment, Public SArts$8,667
Proctor Synergy IncProctor, MN501(c)(3)Education$8,479
Union Gospel MissionDuluth, MN501(c)(3)Human Services$8,312
ISD #381 - LAKE SUPERIOR PUBLIC SCHOOLSTwo Harbors, MNGovernment, Public SEducation$8,153
Western Lake Superior Habitat for HumanityDuluth, MN501(c)(3)Human Services$8,053
Destination DuluthDuluth, MN501(c)(3)Comm Econ Dev$8,000
Friends of the Madeline Island MuseumLa Pointe, WI501(c)(3)Education$8,000
Friends of the North Pikes Creek Wetlands IncBayfield, WI501(c)(3)Environment$8,000
North Shore Horizons IncTwo Harbors, MN501(c)(3)Human Services$8,000
Friends of the Apostle Islands National LakeshoreBayfield, WI501(c)(3)Education$7,804
Duluth Area Family YmcaDuluth, MN501(c)(3)Education$7,770
North St Louis County Habitat for HumanityVirginia, MN501(c)(3)Human Services$7,500
The Brick Ministries IncAshland, WI501(c)(3)Human Services$7,500
Voices for Ethnic and Multicultural AwarenessChisholm, MN501(c)(3)Education$7,500
Community Partners - Two Harbors Living at Home Block Nurse ProgramTwo Harbors, MN501(c)(3)Human Services$7,400
North Shore Health Care FoundationGrand Marais, MN501(c)(3)Human Services$7,376
MINNESOTA MASONIC CHILDREN'S CLINIC FOR COMMUNICATION DISORDERSDuluth, MN501(c)(3)Human Services$7,267
Bayfield Heritage Association IncBayfield, WI501(c)(3)Education$7,132
Armory Arts and Music CenterDuluth, MN501(c)(3)Arts$7,000
First Witness Child Advocacy CenterDuluth, MN501(c)(3)Human Services$7,000
Northwood Technical College Foundation IncRice Lake, WI501(c)(3)Education$7,000
Harbor House Crisis SheltersSuperior, WI501(c)(3)Human Services$6,959
Covenant Enabling Residences of Minnesota IncDuluth, MN501(c)(3)Human Services$6,913
University of Wisconsin - SuperiorSuperior, WIGovernment, Public SArts$6,911
Boys & Girls Clubs of the NorthlandDuluth, MN501(c)(3)Human Services$6,506
NATURE'S EDGE THERAPY CENTERRice Lake, WI501(c)(3)Human Services$6,500
Duluth Salvation ArmyDuluth, MN501(c)(3)Human Services$6,312
Washburn Historical Museum IncWashburn, WI501(c)(3)Arts$6,000
Duluth Public LibraryDuluth, MNGovernment, Public SEducation$5,767
Fond Du Lac Band of Lake Superior ChippewaCloquet, MNTribal Section 7871Comm Econ Dev$5,688
Udac IncDuluth, MN501(c)(3)Human Services$5,609
Bayfield Carnegie LibraryBayfield, WIGovernment, Public SEducation$5,556
U of Mn Duluth - Excellence FundDuluth, MN501(c)(3)Education$5,305
Ashland Education Fund IncAshland, WI501(c)(3)Education$5,055
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$18,404
Fundraising Gross Income$4,210
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Forethe Greater Good$29,210$4,210$5,690$-1,480
Total Events$29,210$4,210$18,404$-14,194
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held as Agency Endowments$6,472,042
Held in Trust for Others$242,378
Lease Liability - Operating$107,303
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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

“The form 990 is prepared by independent auditors as a result of their audit, reviewed by dsacf president, financial officer, dsacf audit committee then by full dsacf board.”

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

“Conflicts policy and questionnaire sent out to all board of trustees (bot) members and dsacf staff monitors bot responses also in may when new bot members term begins the same policy and questionnaire is sent out and dsacf staff monitors. At every bot and committee meeting a conflict of interest sheet is passed out to attendees to mark any conflicts before voting, said sheets are gathered and conflicts entered into board actions. Board members with conflicts are asked to leave the room during any discussion and voting.”

Form 990, Part VI, Section B, Line 15

“The executive committee recommends the salary for the president who recommends salary for all other staff in a budget for executive committee and board approval. This is completed annually as part of the overall budget analysis by the executive committee. The executive committee then presents the budget to the board for approval.”

Form 990, Part VI, Section C, Line 18

“The organization makes its 990 available to the public upon request and on guidestar.org.”

Form 990, Part VI, Section C, Line 19

“The organization makes its financial statements available to the public upon request and a financial status report in our annual report is sent out to numerous donors.”

Filing and Contact Details

Filer

Filer Name
Duluth-superior Area Community
EIN
41-1429402
Phone
2187260232
Address
324 W SUPERIOR STREET 700, DULUTH, MN 55802
Doing Business As
Boreal Waters Community Foundation

Signing Officer

Name
Shaun Floerke
Title
President & CEO
Phone
2187260232
Signed
2025-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shaun Floerke
Formed
1982
Legal Domicile
Mn
Voting Board Members
14
Independent Board Members
14
Employees
14
Volunteers
240

Preparer

Firm
Wipfli Advisory LLC
Address
1502 LONDON ROAD SUITE 200, DULUTH, MN 55812
Preparer
Michael J Peterson CPA
Phone
2187224705
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Distributions from and change in value of assets held by others 195,452. Change in value of charitable remainder trusts -20,197. Change in value of agency endowment fund -999,263.”

Financial Statement Notes

PART V, LINE 4:

“The intended uses for all endowed funds are strictly as set by the fund agreement of each fund.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of charitable remainder trusts -20,197. Distributions from and change in value of assets held by others 195,452. Change in value of agency endowment fund -1,138,582.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Grants made from agency endowments net of refunds 139,319.”

Raw XML AppendixShowing 400 of 2,068 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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IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1PRINTING AND MATERIALS
IRS990/OtherExpensesGrp/Desc2EQUIPMENT MAINTENANCE
IRS990/OtherExpensesGrp/Desc3PUBLIC EDUCATION MEETIN
IRS990/OtherExpensesGrp/FundraisingAmt014820
IRS990/OtherExpensesGrp/FundraisingAmt13523
IRS990/OtherExpensesGrp/FundraisingAmt29204
IRS990/OtherExpensesGrp/FundraisingAmt32945
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012800
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1774
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt27949
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32544
IRS990/OtherExpensesGrp/ProgramServicesAmt037847
IRS990/OtherExpensesGrp/ProgramServicesAmt142952
IRS990/OtherExpensesGrp/ProgramServicesAmt223368
IRS990/OtherExpensesGrp/ProgramServicesAmt312694
IRS990/OtherExpensesGrp/TotalAmt065467
IRS990/OtherExpensesGrp/TotalAmt147249
IRS990/OtherExpensesGrp/TotalAmt240521
IRS990/OtherExpensesGrp/TotalAmt318183
IRS990/OtherLiabilitiesGrp/BOYAmt05833448
IRS990/OtherLiabilitiesGrp/EOYAmt06821723
IRS990/OtherRevenueTotalAmt02500
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0124338
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0107379
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0311416
IRS990/OtherSalariesAndWagesGrp/TotalAmt0543133
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt058800
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt012462
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010762
IRS990/PayrollTaxesGrp/ProgramServicesAmt031256
IRS990/PayrollTaxesGrp/TotalAmt054480
IRS990/PensionPlanContributionsGrp/FundraisingAmt06989
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06035
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt017484
IRS990/PensionPlanContributionsGrp/TotalAmt030508
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0311270
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0303368
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SHAUN FLOERKE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0IN 2024, AS PART OF ONGOING STRATEGIC PLANNING EFFORTS, BOREAL WATERS MADE SIGNIFICANT IMPROVEMENTS TO GRANTMAKING DESIGNED TO BETTER ALIGN RESOURCES WITH THE NEEDS OF THE COMMUNITIES SERVED. THIS INVOLVED RESTRUCTURING COMMITTEES TO INCLUDE COMMUNITY MEMBERS WITH LIVED EXPERIENCE AND EXPERTISE IN THE AREAS WHERE FUNDS ARE DIRECTED (E.G., CHILDHOOD POVERTY, MISSING A SENSE OF BELONGING, ETC.). THE FOCUS AREAS OF OPPORTUNITY, RESILIENCE, BELONGING AND TRANSFORMATION WERE BETTER DEFINED THROUGH COMMUNITY FEEDBACK AND RESEARCH TO ENSURE EFFORTS ARE IMPACTFUL AND SUSTAINABLE. THE SECOND REQUEST FOR PROPOSALS WAS ALSO MADE MORE ACCESSIBLE BY CREATING A LETTER OF INTENT PROCESS, WHICH ALLOWED FOR US TO GET BACK TO ORGANIZATIONS FASTER. THESE CHANGES ARE PART OF THE BROADER STRATEGY TO ENHANCE THE EFFECTIVENESS AND REACH OF BOREAL WATER'S GRANTMAKING, ENSURING THAT NOT ONLY NEEDS ARE MET, BUT EFFORTS FOCUS ON MEANINGFUL, LASTING IMPROVEMENTS.BOREAL WATERS CONTINUED TO BE RESPONSIVE TO COMMUNITY NEEDS AND OPPORTUNITIES. LEADERSHIP INITIATIVES WERE DEVELOPED WITH COLLABORATING ORGANIZATIONS, SUCH AS NONPROFITS AT NOON, BE ON BOARD, AND OTHER PROGRAMS TO HELP NONPROFITS BUILD SKILLS AND PROVIDE PROFESSIONAL DEVELOPMENT. ADDITIONAL COMMUNITY LEADERSHIP SOUGHT TO FILL A GAP FOR LOCAL NONPROFITS IN RECRUITING VOLUNTEERS TO SERVE AS TRUSTEES. COMMUNITY IMPACT PROGRAMMING IS IN ADDITION TO BOREAL WATERS ON-GOING GRANT AND SCHOLARSHIP ACTIVITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0264149
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05974789
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02326780
IRS990/PYInvestmentIncomeAmt0-9217383
IRS990/PYOtherExpensesAmt0621294
IRS990/PYOtherRevenueAmt0-16755
IRS990/PYProgramServiceRevenueAmt00

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