Civic Intelligence

Duluth Superior Area Community Foundation Inc.

990 • Fiscal year 2013 • EIN 41-1429402

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 09, 2014

Zeitgeist Arts Bld 222 E SuperiorSt No 302Duluth, MN 55802

(218) 726-0232

Siviq Scores

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

Liabilities / Assets

15th percentile

0.03x

Higher debt load relative to assets than 15% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Liabilities / Revenue

32nd percentile

0.23x

Higher debt load relative to revenue than 32% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Top Officer Pay

18th percentile

$159,167

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Asset Growth

66th percentile

9.3%

Faster asset growth than 66% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2012 to 2013

Revenue Growth

85th percentile

52%

Faster revenue growth than 85% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2011 to 2013

Assets

Up

$58,697,197

Up $5,018,432 (+9.3%) from 2012

Net Assets

Up

$56,646,023

Up $4,848,770 (+9.4%) from 2012

Liabilities

Up

$2,051,174

Up $169,662 (+9.0%) from 2012

Revenue

$8,827,455

No earlier filing loaded for comparison.

Expenses

Up

$3,271,237

Up $371,223 (+13%) from 2012

Net Income

$5,556,218

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2013

Assets$58,697,197
Liabilities$2,051,174
Net Assets$56,646,023

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$8,827,455
Expenses$3,271,237
Net Income$5,556,218
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 9, 2014
Return Version
2013v3.0
Gross Receipts
$32,097,800
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$34,164,326$48,619,986▲ $14,455,660
Investments Other Securities$15,932,549$7,450,104▼ $8,482,445
Savings and Temporary Cash Investments$2,538,427$1,661,888▼ $876,539
Pledges and Grants Receivable$739,477$695,438▼ $44,039
Land, Buildings, and Equipment, Net$94,914$63,905▼ $31,009
Accounts Receivable$9,022$6,077▼ $2,945
Prepaid Expenses and Deferred Charges$251--
Total Assets$53,678,765$58,697,197▲ $5,018,432
Other Assets Total$199,799$199,799→ $0
Liabilities
Other Liabilities$1,182,870$1,382,546▲ $199,676
Accounts Payable and Accrued Expenses$698,642$668,628▼ $30,014
Total Liabilities$1,881,512$2,051,174▲ $169,662
Net Assets / Fund Balance
Temporarily Rstr Net Assets$33,883,406$35,591,459▲ $1,708,053
Unrestricted Net Assets$10,763,958$13,751,435▲ $2,987,477
Permanently Rstr Net Assets$7,149,889$7,303,129▲ $153,240
Total Net Assets Fund Balance$51,797,253$56,646,023▲ $4,848,770
Total Liabilities and Net Assets / Fund Balance$53,678,765$58,697,197▲ $5,018,432

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$63,905$161,066$224,971
Other Securities$7,450,104--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$51,000,896$2,530,742▲ $5,222,912-$56,195,911
2012$46,465,885$1,189,792▲ $5,465,854-$51,000,896
2011$49,298,329$1,040,332▼ $1,610,231-$46,465,885
2010$44,206,525$1,585,047▲ $5,246,287-$49,298,329
2009$35,343,030$1,712,498▲ $9,283,468-$44,206,525
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Holly SampsonPresidentFT$134,034$25,133$159,167

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,875,286
Program Service Revenue
$0
Investment Income
$5,929,224
Other Revenue
$22,945
All Other Contributions
$2,800,742
Change in Net Assets
$5,556,218

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 Traded17$746,444Average Market Value
Total Noncash Contributions17$746,444-

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,829,203
Revenue Not Reported on Financial Statements
$-1,748
Revenue Not Reported on Form 990
$-688,076
Other Revenue Adjustments
$-1,748
Total Revenue per Audited Statements
$8,141,127
Total Revenue per Form 990
$8,827,455
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,142,021
Salaries, Compensation, and Employee Benefits$602,489
Other Expenses$526,727
Total Fundraising Expense$182,609
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,858,252--$1,858,252
Other Salaries and Wages$190,870$83,664$80,516$355,050
Grants to Domestic Individuals$283,769--$283,769
Fees for Service Investment Mgmnt Fees$182,571--$182,571
Current Officers, Directors, Trustees, and Key Employees$85,646$37,280$36,241$159,167
Other Employee Benefits$29,646$12,426$12,751$54,823
Fees for Services Other$35,421$8,101$4,847$48,369
Payroll Taxes$17,998$7,824$7,627$33,449
Occupancy$18,443$7,392$7,309$33,144
Depreciation Depletion$16,447$8,087$6,475$31,009
Advertising$23,001$2,416$1,950$27,367
Office Expenses$10,692$2,431$2,991$16,114
Conferences and Meetings$13,264$226$1,448$14,938
Fees for Services Legal$10,331$2,363$1,413$14,107
Fees for Services Accounting$10,051$2,299$1,375$13,725
All Other Expenses$8,878$686$549$10,113
Other Expenses$5,374$1,154$1,269$7,797
Insurance$4,250$1,906$1,526$7,682
Travel$4,008$461$1,286$5,755
Total Functional Expenses$2,903,218$185,410$182,609$3,271,237

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,292,357
Expenses per Audited Statements$3,271,237
Total Expenses per Form 990$3,271,237
Expenses Not Reported on Form 990$21,120
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
41-0872993-501(c)(3)Northland Flash Flood Disaster Response, Family Resource Center, Camp Noah in Superior Wisconsin, Lss Financial Counseling - Iron Range$261,000
41-0857077-501(c)(3)Special Distribution$120,000
41-0698301-501(c)(3)TWINPORTSCONNEX: A PROJECT TO RETAIN YOUNG ADULTS IN THE TWIN PORTS AREA, MAPPING FOR INCLUSIVITY, A PARTNERSHIP WITH AREA HIGH SCHOOLS TO INCREASE INTEREST AND ACHIEVEMENT IN COMPUTER SCIENCE CAREERS$99,290
41-1543092-501(c)(3)Program Support$57,068
41-6005579-170(c)(1)Two Harbors Trail Phase 2$50,000
41-6052144-501(c)(3)Assist Individuals in Need, Program Support$39,000
41-0698597-501(c)(3)Rookie Basketball Association 3-on-3 Tournament, Assist Individuals in Need$35,000
41-0694692-501(c)(3)Playhouse 100th Anniversary Community Arts Celebration-les Miserables, Program Development for Underground Community Place$26,000
41-6003776-170(c)(1)Scott Anderson Leadership Forum - Year Xi$25,490
41-0693931-501(c)(3)Mentor Superior, Tot Time Upgrades, Cycle Aid Station Project$25,000
45-2746481-501(c)(3)Ecolibrium3 Flood Response$25,000
41-6005105-170(c)(1)DULUTH POLICE DEPARTMENT'S MOUNTED PATROL$24,000
74-2338444-501(c)(3)Internship Reimbursement$24,000
41-1782394-501(c)(3)OSHKI ODAADIZIWINI WAAKA'LGAN - FLOOD RELIEF$21,066
41-1410670-501(c)(3)Pathways to Excellence Implementation$20,000
39-6006492-170(c)(1)Gaining Early Awareness and Readiness in Superior$20,000
41-1737291-501(c)(3)Training Expansion$20,000
41-1730982-501(c)(3)Increasing the Capacity of the North Shore Forest Collaborative$20,000
39-6088707-501(c)(3)Veteran and Nontraditional Student Program Support$19,500
39-0806428-501(c)(3)Social Capital Survey$18,766
41-1841689-501(c)(3)CHAMPIONS BUILDING CHAMPIONS: ATHLETES HELPING YOUTH SUCCEED, DULUTH CHAMPION'S INITIATIVE$18,000
41-6005890-501(c)(3)Jdai Culturally-based Community Coaches$16,143
36-3507636-501(c)(3)Year-round Environmental Education Classroom, Nature-based Preschool$15,000
37-1590122-501(c)(3)Mountain Bike Trail System Sustainability Upgrades, Trail Signage for Existing Coggs Multi-use Trail Systems, Duluth Multi-use Trail Improvements and Construction$15,000
41-1463366-501(c)(3)Building Capacity for High Impact Volunteerism in Duluth$15,000
41-0696493-501(c)(3)Stem Education and Career Exploration for Girls$12,000
41-1920590-501(c)(3)Producing Academic Warriors$12,000
41-6001896-170(c)(1)Post Secondary Welding and Millwright Program, School Readiness Scholarships for Silver Bay Community Education Preschool$11,350
41-1382134-501(c)(3)Meeting Unmet Advocacy Needs for Battered Women in Duluth$10,000
41-0693960-501(c)(3)Cb Congdon Scholarship Fund$10,000
41-0693848-501(c)(3)Challenge Grant to Aid in the Year End Appeal, Winter Warmth$10,000
41-0857929-501(c)(3)Restorative Dental Services Expansion in Duluth$10,000
41-1750809-501(c)(3)Endowment$10,000
39-1647421-501(c)(3)Education Outreach Coordinator$8,000
41-1761589-501(c)(3)Direct Representation Project - Duluth Region$7,500
39-1840533-501(c)(3)Homeless Financial Empowerment$6,500
41-1710169-501(c)(3)Program Support$6,139
41-1726790-501(c)(3)Support Programs for Family Caregivers$6,000
25-1903810-501(c)(3)William Kelly Elementary After School Program$5,500
41-1239275-501(c)(3)Annual Membership Dues$5,055
41-1696460-501(c)(3)Program Support$5,000
41-6027707-501(c)(3)University of Minnesota School of Medicine - Patricia Streitz Scholarship Fund$5,000
41-1694904-501(c)(3)Care Partners - Hospice Program$5,000
41-1344744-501(c)(3)Program Support$5,000
41-1500014-501(c)(3)Western Duluth Soccer Program$5,000
41-0945449-501(c)(3)Speak Art Series$5,000
20-1680268-501(c)(3)Spirit/magney Xc Ski Trail Rock Removal and Grading$5,000
41-1514687-501(c)(3)Building, Grounds, Accessibility, and Rink Improvement Projectpiedmont Rink Restoration$5,000
39-1178866-170(c)(1)Mino Bi Ma De Se Win Community Garden$5,000
23-7076801-501(c)(3)Woodland Community Club Outdoor Public Rink Refurbish$5,000
39-6008441-170(c)(1)Speak Your Peace Curriculum$5,000
45-5059062-501(c)(3)Master Equestrian Trail Plan for Western Duluth$5,000
41-0760835-501(c)(3)Free Concert in the Park for the Entire Family, Neighborhood, Community$5,000
26-4467569-501(c)(3)Informational Kiosks Along the Lakewalk$5,000
26-3603254-501(c)(3)Outdoor Program$5,000
27-0374054-501(c)(3)Technical Assistance Support$5,000
27-2311353-501(c)(3)Wks School-based Dental Service and Education Programs$5,000
20-1878745-501(c)(3)Program Support$5,000
41-6037915-501(c)(3)Cross City Trail$5,000
41-1941630-501(c)(3)Phase 1 Transition$5,000
41-0850223-501(c)(3)Memorial Park Ice Rink$5,000
36-3488171-501(c)(3)Outdoor Youth Garden$5,000
46-1149833-501(c)(3)Study Ball Program$5,000
41-0917362-501(c)(3)Dog Park Improvement$5,000
36-3368836-501(c)(3)Lake Place Players$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,748
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$74,544-$177-
Total Events$74,544-$1,748$-1,748
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
Jennifer CareyTrusteeLegal Work Provided by Hanft, Fride, PaNo$897
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Managed for Others$1,324,227
Held in Trust for Others$58,319
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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 11

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 the 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 and all other staff. 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 governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

EIN
41-1429402
Phone
2187260232

Signing Officer

Name
Holly Sampson
Title
President
Phone
2187260232
Signed
2014-06-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Holly Sampson
Formed
1983
Legal Domicile
Mn
Voting Board Members
14
Independent Board Members
14
Employees
11
Volunteers
270

Preparer

Preparer
Deborah Medlin
Phone
2187224705
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process for oversight of the audit and selection of an independent auditor has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

Income taxes - the foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code and under similar provisions of the minnesota income tax act. Should that status be challenged in the future, the foundation's 2013 through 2010 tax years are open for examination by the internal revenue service.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Fundraising expenses -1,748.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses 1,748.

Raw XML AppendixShowing 400 of 1,212 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/Desc0IN 2013 THE COMMUNITY FOUNDATION AWARDED $2,142,021 IN GRANTS AND SCHOLARSHIPS. TOTAL GRANTS AWARDED WERE $1,858,252 (INCLUDING INTERFUND GRANTS) COMPRISED OF: 43% UNRESTRICTED FUNDS, 27% DESIGNATED, 18% FIELD OF INTEREST AND 12% DONOR ADVISED. THE LARGEST PROGRAM AREA SUPPORTED WAS HUMAN SERVICES WITH 53% OF GRANT FUNDS, FOLLOWED BY 26% IN EDUCATION, 6% IN ARTS, 6% IN ENVIRONMENT, AND 9% COMMUNITY AND ECONOMIC DEVELOPMENT. OVER 50% OF THE GRANTS FOR 2013 WERE AWARDED WITHIN ST. LOUIS COUNTY.IN 2013 THE COMMUNITY FOUNDATION AWARDED $170,769 SCHOLARSHIPS FROM ENDOWED FUNDS AND $113,000 FROM 8 TEMPORARY SCHOLARSHIP FUNDS THAT THE FOUNDATION PROVIDES SCHOLARSHIP SERVICES. IN ADDITION THE FOUNDATION PROVIDED ADMINISTRATIVE SERVICES FOR TWO AFFILIATED SCHOLARSHIPS TOTALING $595,250 WHERE ALL OF THE FUNDS ARE HELD BY A LOCAL BANK.DSACF CONTRACTED WITH A SOFTWARE VENDOR TO CREATE NEW SOFTWARE FOR AN ONLINE APPLICATION PROCESS FOR SCHOLARSHIPS, GRANTS AND E-COMMITTEE DATA FOR DSACF COMMITTEES. THIS PROCESS WAS 75% COMPLETED IN 2013.
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IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02363
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt010331
IRS990/FeesForServicesLegalGrp/TotalAmt014107
IRS990/FeesForServicesOtherGrp/FundraisingAmt04847
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt08101
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt035421
IRS990/FeesForServicesOtherGrp/TotalAmt048369
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt0182571
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0182571
IRS990/ForeignActivitiesInd00
IRS990/ForeignCountryCd0BD
IRS990/ForeignCountryCd1CJ
IRS990/ForeignCountryCd2EI
IRS990/ForeignFinancialAccountInd01
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1425133
IRS990/Form990PartVIISectionAGrp/PersonNm0CLAUDIA SCOTT WELTY
IRS990/Form990PartVIISectionAGrp/PersonNm1AMY KURONEN
IRS990/Form990PartVIISectionAGrp/PersonNm2HOWARD KLATZKY
IRS990/Form990PartVIISectionAGrp/PersonNm3PHILLIP ROLLE
IRS990/Form990PartVIISectionAGrp/PersonNm4JENNIFER CAREY
IRS990/Form990PartVIISectionAGrp/PersonNm5RYAN BOMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6MARLENE DAVID
IRS990/Form990PartVIISectionAGrp/PersonNm7AREND SANDBULTE
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMES ZASTROW
IRS990/Form990PartVIISectionAGrp/PersonNm9BETHANY OWEN
IRS990/Form990PartVIISectionAGrp/PersonNm10MIA THIBODEAU
IRS990/Form990PartVIISectionAGrp/PersonNm11RENEE WACHTER
IRS990/Form990PartVIISectionAGrp/PersonNm12BRANDEN H ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm13ANTHONY C YUNG
IRS990/Form990PartVIISectionAGrp/PersonNm14HOLLY SAMPSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14134034
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt074544
IRS990/FundraisingDirectExpensesAmt01748
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt05124880
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt02142021
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0283769
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0283769
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01858252
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01858252
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt028393477
IRS990/GrossReceiptsAmt032097800
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt01526
IRS990/InsuranceGrp/ManagementAndGeneralAmt01906
IRS990/InsuranceGrp/ProgramServicesAmt04250
IRS990/InsuranceGrp/TotalAmt07682
IRS990/InvestmentIncomeGrp/ExclusionAmt0804344
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0804344
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt015932549
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt07450104
IRS990/InvestmentsPubTradedSecGrp/BOYAmt034164326
IRS990/InvestmentsPubTradedSecGrp/EOYAmt048619986
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0161066
IRS990/LandBldgEquipBasisNetGrp/BOYAmt094914
IRS990/LandBldgEquipBasisNetGrp/EOYAmt063905
IRS990/LandBldgEquipCostOrOtherBssAmt0224971
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt023268597
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE DULUTH SUPERIOR AREA COMMUNITY FOUNDATION PROMOTES PRIVATE GIVING FOR THE PUBLIC GOOD.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt051797253
IRS990/NetAssetsOrFundBalancesEOYAmt056646023
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05124880
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05124880
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-1748
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-1748
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-707448
IRS990/NoncashContributionsAmt0746444
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt07309
IRS990/OccupancyGrp/ManagementAndGeneralAmt07392
IRS990/OccupancyGrp/ProgramServicesAmt018443
IRS990/OccupancyGrp/TotalAmt033144
IRS990/OfficeExpensesGrp/FundraisingAmt02991
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02431
IRS990/OfficeExpensesGrp/ProgramServicesAmt010692
IRS990/OfficeExpensesGrp/TotalAmt016114
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0199799
IRS990/OtherAssetsTotalGrp/EOYAmt0199799
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt012751
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt012426
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt029646
IRS990/OtherEmployeeBenefitsGrp/TotalAmt054823
IRS990/OtherExpensesGrp/Desc0PRINTING
IRS990/OtherExpensesGrp/Desc1PUBLIC EDUCATION MEETIN
IRS990/OtherExpensesGrp/Desc2EQUIPMENT
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt01046
IRS990/OtherExpensesGrp/FundraisingAmt15286
IRS990/OtherExpensesGrp/FundraisingAmt26704
IRS990/OtherExpensesGrp/FundraisingAmt31269
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0157
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14677
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21860
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31154
IRS990/OtherExpensesGrp/ProgramServicesAmt044201
IRS990/OtherExpensesGrp/ProgramServicesAmt127794
IRS990/OtherExpensesGrp/ProgramServicesAmt222311
IRS990/OtherExpensesGrp/ProgramServicesAmt35374
IRS990/OtherExpensesGrp/TotalAmt045404
IRS990/OtherExpensesGrp/TotalAmt137757
IRS990/OtherExpensesGrp/TotalAmt230875
IRS990/OtherExpensesGrp/TotalAmt37797
IRS990/OtherLiabilitiesGrp/BOYAmt01182870
IRS990/OtherLiabilitiesGrp/EOYAmt01382546
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0REFUNDS
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt020039
IRS990/OtherRevenueMiscGrp/ExclusionAmt14654
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt020039
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14654
IRS990/OtherRevenueTotalAmt024693
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt080516
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt083664
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0190870
IRS990/OtherSalariesAndWagesGrp/TotalAmt0355050
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07627
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07824
IRS990/PayrollTaxesGrp/ProgramServicesAmt017998
IRS990/PayrollTaxesGrp/TotalAmt033449
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt07149889
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt07303129
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0739477
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0695438
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0251
IRS990/PrincipalOfficerNm0HOLLY SAMPSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0PUBLIC EDUCATION:IN EARLY 2013 A NEW WEBSITE WAS PUT INTO FULL SERVICE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0293741
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02040591
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01860658
IRS990/PYInvestmentIncomeAmt02091290
IRS990/PYOtherExpensesAmt0468877
IRS990/PYOtherRevenueAmt05016
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01236883
IRS990/PYSalariesCompEmpBnftPaidAmt0570479
IRS990/PYTotalExpensesAmt02900014
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04136897
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt05556218
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02538427
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01661888
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02875286
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02040591
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01647361
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01927709
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02064180
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010555127
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0804344
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0941043
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0855810
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0520275
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0423179
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03544651
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.67710
IRS990ScheduleA/PublicSupportPY170Pct00.75520
IRS990ScheduleA/PublicSupportTotal170Amt09547103
IRS990ScheduleA/SubstantialContributorsTotAmt01008024
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02875286

Document Assets

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Filings

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