Civic Intelligence

Duluth Superior Area Community Foundation Inc.

990 • Fiscal year 2019 • EIN 41-1429402

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 28, 2020

Organization ProfileWWW.DSACOMMUNITYFOUNDATION.COM

View Organization Page

324 W Superior Street No 700Duluth, MN 55802

(218) 726-0232

Siviq Scores

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

Liabilities / Assets

25th percentile

0.07x

Higher debt load relative to assets than 25% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

74th percentile

0.99x

Higher debt load relative to revenue than 74% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Net Margin

86th percentile

33%

Higher net margin than 86% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$199,252

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Asset Growth

85th percentile

20%

Faster asset growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-27%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$82,887,562

Up $13,594,781 (+20%) from 2018

Net Assets

Up

$77,083,335

Up $12,909,098 (+20%) from 2018

Liabilities

Up

$5,804,227

Up $685,683 (+13%) from 2018

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin86th percentile

Revenue

Down

$5,862,131

Down $2,171,587 (-27%) from 2018

Expenses

Up

$3,904,374

Up $63,356 (+1.6%) from 2018

Net Income

Down

$1,957,757

Down $2,234,943 (-53%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

2019

Assets$82,887,562
Liabilities$5,804,227
Net Assets$77,083,335
Open 2019 Filing

Operations Trend

Revenue Growth9th percentile

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

2019

Revenue$5,862,131
Expenses$3,904,374
Net Income$1,957,757
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 28, 2020
Return Version
2019v5.1
Gross Receipts
$32,768,066
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$64,670,121$79,841,871▲ $15,171,750
Pledges and Grants Receivable$4,032,929$1,410,752▼ $2,622,177
Savings and Temporary Cash Investments$421,213$1,269,217▲ $848,004
Land, Buildings, and Equipment, Net$27,591$322,923▲ $295,332
Accounts Receivable$98,128$0▼ $98,128
Total Assets$69,292,781$82,887,562▲ $13,594,781
Other Assets Total$42,799$42,799→ $0
Liabilities
Other Liabilities$4,258,548$5,082,258▲ $823,710
Accounts Payable and Accrued Expenses$859,996$511,165▼ $348,831
Unsecured Notes Loans Payable$0$210,804▲ $210,804
Total Liabilities$5,118,544$5,804,227▲ $685,683
Net Assets / Fund Balance
Net Assets With Donor Restrictions$45,782,612$55,698,941▲ $9,916,329
Net Assets Without Donor Restrictions$18,391,625$21,384,394▲ $2,992,769
Total Net Assets Fund Balance$64,174,237$77,083,335▲ $12,909,098
Total Liabilities and Net Assets / Fund Balance$69,292,781$82,887,562▲ $13,594,781

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$51,958$224,722$276,680
Leasehold Improvements$270,965$4,839$275,804

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$63,593,744$3,266,071▲ $12,832,735-$76,490,672
2018$66,497,234$4,761,999▼ $4,575,363-$63,593,744
2017$56,382,845$2,380,507▲ $10,757,594-$66,497,234
2016$54,262,764$1,650,478▲ $3,464,063-$56,382,845
2015$54,568,878$3,560,278▼ $1,627,594-$53,794,887
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Holly SampsonPresidentFT$160,255$38,997$199,252

Board Members and Trustees

NameTitle
David KropidChair
Bethany OwenSecretary, Vice Chair
Brenda BrannanTrustee
Daniel LewTrustee
Joscelyn SkandelTrustee
Koresh LakhanTrustee
Nels OjardTrustee
Sandra WrightTrustee
Suzanne BlankTrustee
Wendy Meierhoff-aldrichTrustee
Anthony C YungTrustee (thru April)
Branden H RobinsonTrustee (thru April)
Robin WashingtonTrustee (thru April)
TERESA O'TOOLESecretary (thru April)
David MontgomeryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,900,012
Program Service Revenue
$0
Investment Income
$1,960,619
Other Revenue
$1,500
All Other Contributions
$3,900,012
Change in Net Assets
$1,957,757

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 Traded14$637,451Fair Market Value (FMV)
Other Non Cash Contri Table1$65,000Fair Market Value (FMV)
Total Noncash Contributions15$702,451-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,819,085
Revenue Not Reported on Financial Statements
$43,046
Revenue Not Reported on Form 990
$10,765,494
Total Revenue per Audited Statements
$16,584,579
Total Revenue per Form 990
$5,862,131
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,480,482
Salaries, Compensation, and Employee Benefits$901,328
Other Expenses$522,564
Total Fundraising Expense$116,140
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,125,048--$2,125,048
Other Salaries and Wages$374,622$126,344$59,679$560,645
Grants to Domestic Individuals$355,434--$355,434
Current Officers, Directors, Trustees, and Key Employees$132,716$45,236$21,301$199,253
Fees for Services Other$96,443$10,068$2,812$109,323
Other Employee Benefits$44,994$16,214$7,514$68,722
Payroll Taxes$34,145$11,388$5,401$50,934
Occupancy$30,832$10,059$4,455$45,346
Fees for Service Investment Mgmnt Fees-$43,046-$43,046
Advertising$28,171--$28,171
All Other Expenses$21,148$966$228$22,342
Pension Plan Contributions$14,256$5,137$2,381$21,774
Office Expenses$15,225$2,110$2,100$19,435
Fees for Services Accounting$16,409$1,713$478$18,600
Conferences and Meetings$13,118$2,038$81$15,237
Information Technology$13,840$857$380$15,077
Depreciation Depletion$7,955$3,108$1,375$12,438
Other Expenses$8,871$1,938$726$11,535
Travel$4,312$5$48$4,365
Insurance$2,286$825$366$3,477
Fees for Services Legal$2,232$233$65$2,530
Total Functional Expenses$3,495,729$292,505$116,140$3,904,374

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,904,374
Expenses per Audited Statements$3,675,481
Total Expenses per Audited Statements$3,675,481
Expenses Not Reported on Financial Statements$228,893
Other Expense Adjustments$185,847
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Head of the Lakes United WayDuluth, MN501(c)(3)Program Support, 2019 Touchstone Award - Civic Engmt$81,715
ISD#709 - DULUTH PUBLIC SCHOOLSDuluth, MN170(c)(1)Program Support, Scott Anderson Leadership Forum, Duluth Area Learning Center Environmental Program, Tool for Equity Accountability$53,821
Soar Career SolutionsDuluth, MN501(c)(3)Oyod Employer Based Transitional Emloyment Pilot$46,404
Cloquet Educational FoundationCloquet, MN501(c)(3)Program Support$45,696
North Shore Health Care FoundationGrand Marais, MN501(c)(3)Oral Health Task Force, Endowment Fund$42,401
Duluth Lighthouse for the BlindDuluth, MN501(c)(3)Program Support$38,870
Life House IncDuluth, MN501(c)(3)PROVIDING SAFETY FOR SEXUALLY TRAFFICKED GIRLS, THE FUTURES PROGRAM: EDUCATION, EMPLOYMENT & LIFE SKILLS$37,175
Ecolibrium3Duluth, MN501(c)(3)BUILT TO THRIVE: MAIN STREET LINCOLN PARK, OUTSIDE THE BOX: BUILDING YOUTH FUTURES BY DESIGN, LINCOLN PARK LOW-INCOME SOLAR COMMUNITY GARDEN$36,339
College of St ScholasticaDuluth, MN501(c)(3)STEM CAREER DAY, WING YOUNG HUIE RESIDENCY, INTERNATIONAL STUDENT MENTOR, SHOOT FOR THE STARS 2.0-DENFELD HIGH SCHOOL, CULTURALLY AND SPIRITUALLY RESPONSIVE HEALTHCARE: WHOLE PERSON, WHOLE COMMUNITY, SCHOOL OF NURSHING SCHOLARSHIP, SHOOT FOR THE STARS$35,930
Landmark ConservancyMenomonie, WI501(c)(3)Program Support$34,724
Western Lake Superior Habitat for HumanitySuperior, WI501(c)(3)WLSHFH COMMUNITY ENGAGEMENT AMPLIFICATION, LAKE COUNTY: AGE IN PLACE PROJECTS & HOME BUILDS$34,250
ChumDuluth, MN501(c)(3)GROW UP GROUP, JAIL MINISTRY, FOOD SHELVES, FAMILY COACHING SERVICES AT STEVE O'NEIL OUTREACH TO PEOPLE AND PETS WHO ARE HOMELESS, LEARNING GARDENING & LIFE SKILLS FOR STEVE O'NEIL YOUTH$32,268
University of Minnesota Foundation Mcnamara Alumni CenterMinneapolis, MN501(c)(3)UMD DULUTH RAMSEYER NORTHERN BIBLE SOCIETY BIBLE COLLECTION, CAPACITY BUILDING: MITIGATING$29,548
Miller-dwan FoundationDuluth, MN501(c)(3)Program Support, Superior Mental Health Services, Solvay Hospice House, Animal-assisted Mental Health, Solvay Compassionate Care Fund$27,481
ST PAUL'S EPISCOPAL CHURCHDuluth, MN501(c)(3)Seminarian Fund, Annual Fundraising$27,040
First Witness Child Advocacy CenterDuluth, MN501(c)(3)Program Support, Community Engagement Project$27,000
Storycorps IncBrooklyn, NY501(c)(3)Stories of Opportunity Rising$27,000
Doctors Without Borders USANew York, NY501(c)(3)Program Support, True Endowment$26,517
The Carter CenterAtlanta, GA501(c)(3)Endowment Fund$26,267
University of Wisconsin-superior FoundationSuperior, WI501(c)(3)Foundation Fund, Assessing Threats to Coldwater Habitat in Wisconsin Bois Brule River$26,000
Duluth Library FoundationDuluth, MN501(c)(3)Program Support, Every Child Ready Duluth (year 1)$25,294
The Northspan Group IncDuluth, MN501(c)(3)Northspan Website & Technology, Mn Opportunity Zone$25,000
Girl Scouts of Minnnesota and Wisconsin Lake PinesWaite Park, MN501(c)(3)Program Support, Girl Scouts in Action Outreach$23,099
City of Two Harbors City HallTwo Harbors, MN170(c)(1)Two Harbors Trails Fund, Heritage Days$22,000
Local Initiatives Support CorporationDuluth, MN501(c)(3)Program Support, Social Impact Investing Through Opportunity Zones$21,500
Damiano of Duluth IncDuluth, MN501(c)(3)PROGRAM SUPPORT, KID'S KITCHEN, SOUP KITCHEN, COMMUNITY CONNECT, BACK TO SCHOOL CLOTHING, SUMMER FOOD CORPS$21,464
ST LUKE'S FOUNDATIONDuluth, MN501(c)(3)Program Support, Emergency Room Remodel Project$20,119
Minnesota Land TrustSt Paul, MN501(c)(3)City of Duluth Natural Lands Acquisition$20,000
Recreational Experience Avhieving Community Harmony (reach) IncCloquet, MN501(c)(3)Development of Group Mentoring Programming Model$20,000
Lake Superior Bigtop ChautauquaWashburn, WI501(c)(3)Human Rights-nacc, Spoken Word Performance, Membrane Structure, 30th Star Indigenous Refresh$19,740
Arrowhead Economic Opportunity AgencyVirginia, MN501(c)(3)Assist Individuals in Critical Need$17,000
The Salvation Army DuluthDuluth, MN501(c)(3)Program Support, Homeless Prevention, Rent and Utility Payments, Assit Individuals in Critical Need$16,558
Human Development CenterDuluth, MN501(c)(3)PROGRAM SUPPORT, JILL'S PLACE, HDC COOPERATIVE MANAGEMENT TRAINING$16,533
Community Partners - Two Harbors Living at Home Block Nurse ProgramTwo Harbors, MN501(c)(3)Engageing Seniors on the North Shore$15,000
Ywca of DuluthDuluth, MN501(c)(3)PROGRAM SUPPORT, KIDS CORNER, YOUTH EMPOWERMENT THROUGH GIRL POWER!$14,321
NORTHWOOD CHILDREN'S SERVICESDuluth, MN501(c)(3)Program Support$13,641
Duluth Superior Symphony OrchestraDuluth, MN501(c)(3)Program Support, Chair Support Program$13,294
Town of FayalEveleth, MN170(c)(1)Culture and Tourism Grant for Tennis Court Rehab Project$13,153
Beck Foundation of DsaetDuluth, MN501(c)(3)Endowment Fund$13,134
Friends of the Finland CommunityFinland, MN501(c)(3)Clair Nelson Center Youth Program, Finland Area Spanish Language & Culture Camp$13,075
Pilgrim Congregation ChurchDuluth, MN501(c)(3)Program Support$13,045
Marshall SchoolDuluth, MN501(c)(3)Program Support, Annual Fund$12,197
City of DuluthDuluth, MN170(c)(1)Duluth Flag Project, Recreation Programming, Water Safety Awareness$11,734
Outfront Minnesota Community ServicesMinneapolis, MN501(c)(3)Campus Organizing, Education Equity Program$11,115
Harbor House Crisis SheltersSuperior, WI501(c)(3)Strategizing for the Future Joel Certa-werner, Expressive Opportunity for Joel Certa-werner Women$11,000
American Red Cross Northern MinnesotaDuluth, MN501(c)(3)Program Support, Home Fire Campaign and Preparedness$10,908
Bayfield Community Education FoundationBayfield, WI501(c)(3)Program Support$10,741
Men as PeacemakersDuluth, MN501(c)(3)PROGRAM SUPPORT, GIRL'S RESTORATIVE PROGRAM, YOUTH RESTORATIVE JUSTICE: REDUCING JUVENILE CRIME$10,685
Duluth PlayhouseDuluth, MN501(c)(3)Program Support, Play Sponsorship, Norshor Theatre Capital Campaign$10,360
Lake Superior CollegeDuluth, MN501(c)(3)Eco-entrepreneurship Program, Living Lab$10,125
The Hills Youth and Family ServicesDuluth, MN501(c)(3)Program Support, Stimulate Board Member Benevolence Participation$10,100
Community Action DuluthDuluth, MN501(c)(3)Transporting Out of Poverty$10,000
Duluth Art InstituteDuluth, MN501(c)(3)PROGRAM SUPPORT, SUPPORT FOR THOSE STIMULATING THE CREATIVE ECONOMY, PHOTOGRAPHY STUDIO FOR ARTISTS' SELF-PROMOTION, OUR NEIGHBORS$8,720
North House Folk SchoolGrand Marais, MN501(c)(3)Program Support, North House Folk School Youth$8,698
Ymca of DuluthDuluth, MN501(c)(3)Youth, Teen, and Family Program Starter Package, Enhancing Early Childhood Education, Supporting Diversity, Equity, and Inclusion$8,600
Kitchi Gammi Club FoundationDuluth, MN501(c)(3)Program Support$8,587
Care Partners of Cook CountyGrand Marais, MN501(c)(3)End of Life Mindfulness for Caregivers$8,500
Gary-morgan Park Hockey AssocationDuluth, MNFiscal AgentProgram Support$8,132
Project Care Free ClinicHibbing, MN501(c)(3)Project Care Free Clinic Operating Expense$8,000
Recreation and Fitness ResourcesBayfield, WI501(c)(3)Madeline Island Youth Programs, North Coast Teen and Youth Sailing Program, Drop-in Youth Programming$8,000
ISD#381 - LAKE SUPERIOR PUBLIC SCHOOLSTwo Harbors, MN170(c)(1)Silver Bay Community Education, Preschool Transportation$7,800
Rails Endowment for Academic Art & Athletic Development IncProctor, MN501(c)(3)Program Support$7,561
Red Cliff Band of Lake Superior ChippewaBayfield, WI170(c)(1)EARLY CHILDHOOD OUTDOOR CLASSROOM, RED CLIFF OJIBWE TRAIL PROJECT, NOOJIMO'IWEWIN ARTFUL HEALING$7,504
Union Gospel MissionDuluth, MN501(c)(3)Program Support, Much Needed Kitchen Equipment Replacement, Meals$7,208
Council on FoundationsBaltimore, MD501(c)(3)2019 Membership Dues$7,050
Grand Marais Arts IncGrand Marais, MN501(c)(3)COMMUNITY ART ACCESS: ENTRY POINT PROGRAMS HABITAT$7,000
Mayo ClinicRochester, MN501(c)(3)Pediatrics - Cancer, Alzheimers Disease Research$7,000
Duluth Community School CollaborativeDuluth, MN501(c)(3)Anishinabe Summer Cultural Experience$6,703
Just Kids Dental IncTwo Harbors, MN501(c)(3)Healthy Smiles Healthy Kids$6,698
Center Against Sexual & Domestic Abuse IncSuperior, WI501(c)(3)Necessities for Adult and Child Survivors of Abuse, Supporting a Fresh Start for Survivors of Abuse, Providing Food for Emergency Shelter Residents$6,600
Rotary Club of CloquetCloquet, MN501(c)(3)Scholarship Program$6,500
Well Being DevelopmentEly, MN501(c)(3)Peer Recovery Program, Care Coordination for the Ely Area, Ips Supported Employment for Adults Withbarriers$6,500
Boys and Girls Clubs of the NorthlandDuluth, MN501(c)(3)Program Support, Healthy Lifestyles-smart Programming$6,382
Duluth Cross-country Ski ClubDuluth, MN501(c)(3)Grand Avenue Nordic Center$6,339
Hartley Nature CenterDuluth, MN501(c)(3)Program Support, Operating Support, Native Plant Survey$6,180
Friends of the Apostle Islands National LakeshoreBayfield, WI501(c)(3)Program Support$6,105
United Way of Northeastern Minnesota IncChisholm, MN501(c)(3)Buddy Backpacks Central Mesabi Communities$6,100
Bad River Band of Lake Superior Tribe of Chippewa IndiansOdanah, WI170(c)(1)Food Sovereignty Gardens Project$6,000
Madeline Island Historical Preservation AssociationLapointe, WI501(c)(3)Digitization of Archives and Collections, Cadotte Chicken Coop Restoration$5,850
DULUTH CHILDREN'S MUSEUM INCDuluth, MN501(c)(3)Program Support, Monkey With a Toolbelt Exhibit$5,704
U of Mn Duluth - Excellence Fund Department of DevelopmentDuluth, MN501(c)(3)Program Support$5,408
Duluth Public LibraryDuluth, MN170(c)(1)Program Support$5,370
Minnesota Council of FoundationsMinneapolis, MN501(c)(3)2019 Membership Dues$5,325
Summer Work Outreach ProjectMt Iron, MN501(c)(3)2019 Summer Work Outreach, 2019 Summer Youth Program$5,099
Animal Allies Humane SocietyDuluth, MN501(c)(3)Program Support$5,014
Domestic Abuse Intervention ProgramsDuluth, MN501(c)(3)Duluth Family Visitation Center$5,000
Duluth Girls Fastpitch LeagueDuluth, MN501(c)(3)Basswood and Piedmont Improvements$5,000
Fathers Rise TogetherDuluth, MN501(c)(3)Legacy Investment & Neighborly Change Cohort Lincc$5,000
Guthrie Theatre FoundationMinneapolis, MN501(c)(3)Program Support$5,000
Lake Superior Rose SocietyTwo Harbors, MN501(c)(3)Disease Resistant/hardy Rose, Display for the Leif Erikson Rose Garden$5,000
New Hampshire Charitable FoundationConcord, NH501(c)(3)Community Foundation Opportunity Network$5,000
Northwest Wisconsin Community Services Agency IncSuperior, WI501(c)(3)Assist Individuals in Critical Need$5,000
Puppet Farm ArtsMinneapolis, MN501(c)(3)Wolf and Moose Upnorth$5,000
Ronald Mcdonald House Rochester Mn IncRochester, MN501(c)(3)Program Support$5,000
Silver Bay Parent Teacher Student Organization William Kelly SchoolSilver Bay, MN501(c)(3)William Kelley Elementary After School Program$5,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held as Agency Endowments$4,832,349
Held in Trust for Others$249,909
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

“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 NO 700, DULUTH, MN 55802

Signing Officer

Name
David Montgomery
Title
Interim President & CEO
Phone
2187260232
Signed
2020-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Montgomery
Formed
1982
Legal Domicile
Mn
Voting Board Members
11
Independent Board Members
11
Employees
14
Volunteers
235

Preparer

Firm
Wipfli Llp
Address
1502 LONDON ROAD SUITE 200, DULUTH, MN 55812
Preparer
Jessica Natus
Phone
2187224705
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Refunds of prior year grants 13,094. Change in value of charitable remainder trusts -25,171. Change in value of agency endowment fund -798,882.”

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 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 -25,171. Refund of prior year gratns 13,094. Change in value of agency endowment fund -984,729.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Grants made from agency endowments net of refunds 185,847.”

Raw XML AppendixShowing 400 of 1,512 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/SavingsAndTempCashInvstGrp/EOYAmt01269217
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03900012
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05333906
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02962773
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02478625
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05790877
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt020466193
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01934934
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01931249
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01557151
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01253078
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0986189
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07662601
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt018683
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.52640

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$82,887,562
Liabilities
$5,804,227
Net assets
$77,083,335
Revenue
$5,862,131
Expenses
$3,904,374
Net income
$1,957,757
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
2019Detailed filing. Detailed filing data is available for this year.$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