Civic Intelligence

Duluth Superior Area Community Foundation Inc.

990 • Fiscal year 2020 • EIN 41-1429402

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 27, 2021

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.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

74th percentile

1.14x

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

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

13th percentile

$152,247

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Asset Growth

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

31st percentile

-4.4%

Faster revenue growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$93,106,016

Up $10,218,454 (+12%) from 2019

Net Assets

Up

$86,741,204

Up $9,657,869 (+13%) from 2019

Liabilities

Up

$6,364,812

Up $560,585 (+9.7%) from 2019

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin81st percentile

Revenue

Down

$5,605,705

Down $256,426 (-4.4%) from 2019

Expenses

Up

$4,210,634

Up $306,260 (+7.8%) from 2019

Net Income

Down

$1,395,071

Down $562,686 (-29%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2020

Assets$93,106,016
Liabilities$6,364,812
Net Assets$86,741,204
Open 2020 Filing

Operations Trend

Revenue Growth31st 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

2020

Revenue$5,605,705
Expenses$4,210,634
Net Income$1,395,071
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 27, 2021
Return Version
2020v4.1
Gross Receipts
$28,806,858
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$79,841,871$90,025,583▲ $10,183,712
Savings and Temporary Cash Investments$1,269,217$1,384,135▲ $114,918
Pledges and Grants Receivable$1,410,752$1,355,105▼ $55,647
Land, Buildings, and Equipment, Net$322,923$298,344▼ $24,579
Accounts Receivable-$50-
Total Assets$82,887,562$93,106,016▲ $10,218,454
Other Assets Total$42,799$42,799→ $0
Liabilities
Other Liabilities$5,082,258$5,716,033▲ $633,775
Accounts Payable and Accrued Expenses$511,165$451,994▼ $59,171
Unsecured Notes Loans Payable$210,804$196,785▼ $14,019
Total Liabilities$5,804,227$6,364,812▲ $560,585
Net Assets / Fund Balance
Net Assets With Donor Restrictions$55,698,941$62,245,672▲ $6,546,731
Net Assets Without Donor Restrictions$21,384,394$24,495,532▲ $3,111,138
Total Net Assets Fund Balance$77,083,335$86,741,204▲ $9,657,869
Total Liabilities and Net Assets / Fund Balance$82,887,562$93,106,016▲ $10,218,454

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$56,409$236,862$293,271
Leasehold Improvements$241,935$33,869$275,804

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$76,490,672$2,726,303▲ $10,227,858-$86,146,487
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
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Holly SampsonPresident - Thru JuneFT$84,875$67,372$152,247
Michelle WallersteinFinance DirectorFT$81,603$16,919$98,522
David MontgomeryTreasurer, Interim President-$91,640-$91,640

Board Members and Trustees

NameTitle
David KropidChair
Bethany OwenSecretary, Vice Chair
Bhupesh PattniTrustee
Daniel LewTrustee
Joscelyn SkandelTrustee
Kerstyn HendricksTrustee
Koresh LakhanTrustee
Nels OjardTrustee
Sandra WrightTrustee
Wendy Meierhoff-aldrichTrustee
Brenda BrannanInterim Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,551,535
Program Service Revenue
$0
Investment Income
$2,054,170
Other Revenue
$0
All Other Contributions
$3,551,535
Change in Net Assets
$1,395,071

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 Traded8$92,562Fair Market Value (FMV)
Total Noncash Contributions8$92,562-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,562,742
Revenue Not Reported on Financial Statements
$42,963
Revenue Not Reported on Form 990
$8,083,816
Total Revenue per Audited Statements
$13,646,558
Total Revenue per Form 990
$5,605,705
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,812,030
Salaries, Compensation, and Employee Benefits$936,096
Other Expenses$462,508
Total Fundraising Expense$140,803
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,457,230--$2,457,230
Other Salaries and Wages$357,318$120,266$65,987$543,571
Grants to Domestic Individuals$354,800--$354,800
Current Officers, Directors, Trustees, and Key Employees$157,908$55,865$29,249$243,022
Fees for Services Other$77,449$23,351$3,272$104,072
Payroll Taxes$39,280$13,263$7,260$59,803
Other Employee Benefits$34,966$17,673$6,648$59,287
Fees for Service Investment Mgmnt Fees-$42,963-$42,963
Depreciation Depletion$24,902$10,637$5,633$41,172
Occupancy$23,633$9,075$4,819$37,527
All Other Expenses$26,006$4,826$1,258$32,090
Pension Plan Contributions$17,937$9,066$3,410$30,413
Fees for Services Accounting$13,991$4,218$591$18,800
Advertising$16,956--$16,956
Office Expenses$9,953$1,465$1,520$12,938
Fees for Services Legal$6,312$1,903$267$8,482
Other Expenses$5,713$1,596$811$8,120
Information Technology$1,734$2,776$1,325$5,835
Insurance$2,083$853$452$3,388
Conferences and Meetings$1,057-$95$1,152
Travel$790$358-$1,148
Total Functional Expenses$3,739,212$330,619$140,803$4,210,634

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,210,634
Expenses per Audited Statements$3,988,689
Total Expenses per Audited Statements$3,988,689
Expenses Not Reported on Financial Statements$221,945
Other Expense Adjustments$178,982
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$80,434
Fathers Rise TogetherDuluth, MN501(c)(3)Leaders Growing Leaders Training, African Heritage Hub$57,500
Local Initiatives Support CorporationDuluth, MN501(c)(3)Program Support, Leveraging Private Sector Investment in Affordable Housing, Social Impact Investing and Equitable Development$50,500
Men as PeacemakersDuluth, MN501(c)(3)HEALTHY YOUTH DEVELOPMENT AND VIOLENCE PREVENTION, YOUTH DIVERSION: PREVENTING POVERTY AND HARM, PROGRAM SUPPORT, GIRLS' RESTORATIVE PROGRAM, YOUTH RESTORATIVE PROGRAMS$47,341
Cloquet Educational FoundationCloquet, MN501(c)(3)Special Distribution Request, Program Support$46,369
Duluth Lighthouse for the BlindDuluth, MN501(c)(3)PROGRAM SUPPORT, 2020 TOUCHSTONE FINALIST, (TECHNOLOGY AND ME: IMPROVING SENIORS' LIVES)$40,745
The Northspan Group IncDuluth, MN501(c)(3)Minnesota Opportunity Collaborative 2020, Welcoming Communities Tony Sertich$40,500
Lutheran Social Service of MinnesotaSt Paul, MN501(c)(3)Bethany Crisis Shelter - a Safe Place for Children, Emergency Support for Lss, Duluth Youth Services$40,000
Zeitgeist Center for Arts and CommunityDuluth, MN501(c)(3)Zeitgeist Knight Foundation Covid-19 Response Fund, Duluth Story Project$40,000
Landmark ConservancyMenomonie, WI501(c)(3)Program Support$36,496
Boys & Girls Clubs of the NorthlandDuluth, MN501(c)(3)Pandemic Focused - Academic Support, Smart Girls Programming, Boys & Girls Clubs of Grand Rapids and Greenway, Expanded Healthy Lifestyles Programming$35,650
Outside the BoxDuluth, MNFiscal AgOUTSIDE THE BOX: BUILDING YOUTH FUTURES BY DESIGN, PROGRAMMING LAUNCH JODI SLICK$35,250
City of DuluthDuluth, MNGovKeep Duluth Clean, Parks and Recreation, Programming Equipment, Duluth Digital Inclusion Initiative, Equity Through Trauma Informed Care$34,500
Animal Allies Humane SocietyDuluth, MN501(c)(3)Program Support, Providing Mobile Pet Microchip Clinics, Bringing Pets and People Together in These Uncertain Times$32,828
Duluth Playhouse IncDuluth, MN501(c)(3)Operating Funds Due to Covid-19, Play Sponsorship, Program Support, Equity, Diversity, Inclusion Workshop$32,078
Arrowhead Economic Opportunity AgencyVirginia, MN501(c)(3)Covid-19 Food Response, Assist Individuals in Critical Need$32,000
Bad River Band of Lake Superior Tribe of Chippewa IndiansOdanah, WI170(c)(1)BAD RIVER MANOOMIN PROJECTY, BAD RIVER TRIBE'S ENVIRONMENTAL EDUCATION PROJECT$30,000
Entrepreneur Fund IncDuluth, MN501(c)(3)Supporting Small Businesses & Good Job Creation, Capacity Building for Diverse Owned Businesses$29,460
Duluth Art InstituteDuluth, MN501(c)(3)PROGRAM SUPPORT, OUR NEIGHBORS, LINCOLN PARK BUILDING REPAIR, OPERATIONS DURING COVID, ARTIST'S SERVICES, HEART OF THE HEAD WRAP, DAI OPERATING SUPPORT$28,526
Wtip North Shore RadioGrand Marais, MN501(c)(3)Wtip Community Radio Fund, Endowment Distribution, Wtip Emergency Covid-19 Technical Upgrades$27,732
Duluth Community School CollaborativeDuluth, MN501(c)(3)Myers-wilkins Programs, Full-service Community Schools, Connections During Covid-19, Youth Programs at Myers-wilkins Collaborative Capacity-building$26,976
ISD#709 - DULUTH PUBLIC SCHOOLSDuluth, MN170(c)(1)Program Support, Special Education Technology, Duluth Area Learning Center Environmental Program$26,893
Girl Scouts of Minnesota and Wisconsin Lakes and PinesWaite Park, MN501(c)(3)Program Support, Covid-19 Crisis Technological Needs Support, Girl Scouts in Action Outreach Program$26,342
Community Action DuluthDuluth, MN501(c)(3)Seeds of Success Program Transformation$25,814
Lake Superior Railroad MuseumDuluth, MN501(c)(3)Seacrest Interactive Model Train Exhibit, Program Support$25,100
Community Partners - Two Harbors Living at Home Block Nurse ProgramTwo Harbors, MN501(c)(3)Assisting Seniors and Caregivers During Covid-19$25,000
Harbor House Crisis SheltersSuperior, WI501(c)(3)Shelter Survival Relief Joel Certa-werner$25,000
ST ANN'S RESIDENCEDuluth, MN501(c)(3)Covid-19 Grant$25,000
ServeminnesotaMinneapolis, MN501(c)(3)Recovery Corps, Community Forestry Corps, Reading Corps$25,000
Ymca of DuluthDuluth, MN501(c)(3)COMMUNITY OUTREACH & SAFE OPERATING SUPPORT, PLAY, OBSERVE, REFLECT: AN ANJI PLAY POP-UP$25,000
ChumDuluth, MN501(c)(3)GROW UP GROUP AMIDST COVID-19, CHUM'S RESPONSE TO COVID-19, STREET OUTREACH TO PEOPLE AND THEIR PETS, SUMMER OUTDOOR EXPERIENCES FOR STEVE O'NEIL YOUTH, JAIL MINISTRY, FOOD SHELVES$22,770
Duluth Community Garden ProgramDuluth, MN501(c)(3)Meeting Increased Demand for Community Gardens, Implementation of Strategic Plan$21,899
Minnesota BalletDuluth, MN501(c)(3)Minnesota Ballet for Covid-19 Relief, Guest Artist Adam Mckinney$21,500
ST LUKE'S FOUNDATIONDuluth, MN501(c)(3)Program Support, Telehealth for Home Care Patients, Endowment Fund (or as Determined by Catherine C. Huber)$21,412
Scottish Rite Foundation of DuluthDuluth, MN501(c)(3)Program Support, Parents and Children Communicating$21,151
Northland FoundationDuluth, MN501(c)(3)Program Support, Technical Assistance for Duluth Area Businesses$20,200
City of Two Harbors City HallTwo Harbors, MNGovTwo Harbors Trails Fund$20,000
Minnesota Land TrustSt Paul, MN501(c)(3)City of Duluth Natural Lands Acquisition$20,000
Ymca of Superior-douglas CountySuperior, WI501(c)(3)Covid-19 Emergency Day Camp Program$20,000
Friends of the Finland CommunityFinland, MN501(c)(3)Clair Nelson Center Youth Program, Program Support, Capacity Building for Shared Leadership$19,986
Duluth Superior Symphony OrchestraDuluth, MN501(c)(3)Chair Support Program, Dsso Casual Concerts, Musician Payments for Online Performances, Program Support$18,794
First Witness Child Advocacy CenterDuluth, MN501(c)(3)First Witness Child Advocacy Center, Program Support$17,000
Marshall SchoolDuluth, MN501(c)(3)Community Fund, Program Support, Annual Fund$16,240
The Salvation Army - DuluthDuluth, MN501(c)(3)Program Support, Assist Individuals in Critical Need$15,095
Madeline Island Public LibraryLa Pointe, WI170(c)(1)PROGRAM SUPPORT, CHILDREN'S FLASH MOB THEATER, REFILLS NOT LANDFILLS: YOUTH PLASTIC PROJECT, OUTDOOR LEARNING CLASSROOM$15,007
American Indian Community Housing OrganizationDuluth, MN501(c)(3)Aicho Covid-19 Response$15,000
Bayfield CountyWashburn, WI501(c)(3)Veterans in Need$15,000
Planned ParenthoodSt Paul, MN501(c)(3)Accessible Reproductive Health Care for Twin Ports$15,000
Regents of the University of Minnesota 409 Darland Administration BldgDuluth, MN501(c)(3)UMD/SONA: THE PROJECT FOR FEEDING FAMILIES, ENCOURAGING WOMEN TO PURSUE GRADUATE PROGRAM, CAMPUS & COMMUNITY SERVING$13,997
Cook County Council on AgingGrand Marais, MN501(c)(3)Covid-19 Meal Program, Program Support, Healthy Lunch and Meals on Wheels Program$13,500
Two Harbors Area Food ShelfTwo Harbors, MNFiscal AgBuilding Capacity-outreach & Education, Covid-19, Community Food Share Day Kelsey Dooley$13,500
Voyageurs National Park AssociationMinneapolis, MN501(c)(3)VOYAGEURS ENVIRONMENTAL EDUCATION: LOVE YOUR PARK, VOYAGEURS FIELD FELLOWS$13,500
Pilgrim Congregational ChurchDuluth, MN501(c)(3)Program Support$13,371
NORTHWOOD CHILDREN'S SERVICESDuluth, MN501(c)(3)Program Support$13,075
CHILDREN'S DENTAL SERVICESMinneapolis, MN501(c)(3)Emergency Dental Care for 50 Hermantown Children, Riverfront Dental Care for Low-income Communities, Central Mesabi Families Dental & Safety Supplies, Emergency Dental Care for Vulnerable Duluthians$12,750
ISD#381 - LAKE SUPERIOR PUBLIC SCHOOLSTwo Harbors, MN170(c)(1)Little Mariners Child Care Center, Class of 2020 Banners, Two Harbors Winter Frolic 2021, Little Mariners Preschool Support, Water Jet Cutting Machine$12,700
Independent Television Festival IncDuluth, MN501(c)(3)Catalyst Story Institute & Content Festival$12,500
Program for Aid to Victims of Sexual Assault (pavsa)Duluth, MN501(c)(3)Pavsa Covid Response Assistance$12,000
Safe Haven Shelter for Battered Women Resource CenterDuluth, MN501(c)(3)Annual Fundraiser, Program Support, Covid-19 Relief for Domestic Violence Victims$12,000
Human Development CenterDuluth, MN501(c)(3)JILL'S PLACE, DEPOT PLATFORM - LONG TERM SAFETY IMPROVEMENT, PROGRAM SUPPORT$11,100
Miller-dwan FoundationDuluth, MN501(c)(3)$3,000 TO PEDIATRIC CANCER CARE, $3,000 TO PEDIATRIC BURN CARE, & $3,000 TO CHILD ADOLESCENT MENTAL HEALTH, PROGRAM SUPPORT, SOLVAY COMPASSIONATE CARE FUND$11,100
Lake Superior Big Top ChautauquaWashburn, WI501(c)(3)Native American History Original Performance, Martha Redbone at Big Top Chautauqua, Native American Community Connections Series$11,000
Friends of the North Pikes Creek WetlandsBayfield, WI501(c)(3)Promoting Time in Nature for Stress Relief, Optimizing Habitat in a Changing Environment, Wildlife Viewing Platform at Beaver Hollow Overlook, Restroom for the Beaver Hollow Outdoor Education Area, Building Capacity to Engage and Educate the Public$10,774
Diaspora GardensLapointe, WIFiscal AgPlanting Connections, Planting Hope, Seeds of Connection, Seeds of Healing Sara Thomsen$10,740
The Duluth Bethel SocietyDuluth, MN501(c)(3)Duluth Bethel Covid-19 Response$10,640
Friends of the Apostle Islands National Lakeshore IncBayfield, WI501(c)(3)Capacity Building - Friends of the Apostle Islands. Program Support$10,493
Damiano of Duluth IncDuluth, MN501(c)(3)Kids Kitchen, Back to School Clothing, Soup Kitchen, Community Connect$10,411
Golden Bear FoundationEveleth, MN501(c)(3)Matching Grant$10,000
Northwest Wisconsin Community Services Agency IncSuperior, WI501(c)(3)Assist Individuals in Critical Need, Vita Support Dollars$10,000
The Redemption ProjectBloomington, MN501(c)(3)EVALUATING PROGRAM'S IMPACT ON REDUCING RECIDIVISM$10,000
Wolf Ridge Environmental Learning CenterFinland, MN501(c)(3)Regional Food Security$10,000
University of Wisconsin - SuperiorSuperior, WI170(c)(1)Analysis of Minority Owned Small Businesses$9,469
Center Against Sexual & Domestic Abuse IncSuperior, WI501(c)(3)Covid-19 Ppe, Wages and Cleaning Supplies, Meeting Basic Needs of Emergency Shelter Residents, Food and Supplies for Emergency Shelter Residents$9,000
Madeline Island Community Gardening Project IncLapointe, WI501(c)(3)Food Share Program, Capacity Building at Community Garden$9,000
Ywca of DuluthDuluth, MN501(c)(3)Investing in Teachers Is Investing in Our Children$8,858
Ecolibrium3Duluth, MN501(c)(3)Eco3 Covid-19 Response$8,500
Second Harvest North Central Food BankGrand Rapids, MN501(c)(3)Covid-19 Crisis Response, 2020/2021 Kids Packs to Go, Backpack Program$8,400
Gary-morgan Park Hockey AssociationDuluth, MNFiscal AgProgram Support$8,183
Duluth Public Schools AcademyDuluth, MN501(c)(3)Wet Ed a Water Centered Project Based Learning Exp, Tree Tapping & English/ojibwe Signage$8,000
Hartley Nature CenterDuluth, MN501(c)(3)Operating Support, Ski Equipment Upgrades/ski, Free-reducing Barriers, Program Support$7,894
Lake View Memorial HospitalTwo Harbors, MN501(c)(3)Health Fair, Community Wellness and Education$7,886
Rails Endowment for Academic Art & Athletic Development IncProctor, MN501(c)(3)Program Support$7,841
EcumenShoreview, MN501(c)(3)Keeping Our Elders Safe - Home Delivered Meals$7,500
Minnesota Prison Writing WorkshopMinneapolis, MN501(c)(3)Remote Arts Learning at Moose Lake Prison$7,500
Union Gospel MissionDuluth, MN501(c)(3)Program Support, Christmas Season Food for the Needy Meals$7,220
Duluth Indigenous CommissionDuluth, MNFiscal AgChief Buffalo Memorial Project Tony Cuneo$7,000
Essentia Health FoundationDuluth, MN501(c)(3)Ronald Mcdonald House Northland Fund$7,000
Rotary Club of Duluth FoundationDuluth, MN501(c)(3)CHILDREN'S MENTAL HEALTH INITIATIVE, PROGRAM SUPPORT$7,000
The Brick Ministries IncAshland, WI501(c)(3)Volunteer Program Support, Benevolence Program Matching Support$7,000
ST PAUL'S EPISCOPAL CHURCHDuluth, MN501(c)(3)Seminarian Fund, Program Support$6,908
Town of La PointeLa Pointe, WIGovMaintenance and Repair of the Michael Chapel at Greenwood Cemetery, Greenwood Cemetery Chapel Walkway Extension$6,829
Lake County Chamber of CommerceTwo Harbors, MN501(c)(6)Lake County Chamber Covid Relief, Information Center Relief, Information Center Improvements and Renovations Jay Belcastro$6,500
Rotary Club of CloquetCloquet, MN501(c)(3)2020 - 2021 Scholarship Program$6,500
Western Lake Superior Habitat for HumanitySide Lake, MN501(c)(3)Age in Place, Silver Bay$6,400
Evergrow Learning CenterAshland, WI501(c)(3)Childcare Registration & Enrollment Scholarships$6,200
Advocates for Family PeaceGrand Rapids, MN501(c)(3)Intervention Program for Men and Fathers$6,000
College of St ScholasticaDuluth, MN501(c)(3)STEM U.P. (UP = UNDERGRADUATE PREP)$6,000
Knife River Heritage & Cultural CenterKnife River, MN501(c)(3)Completion of Knife River Heritage Center Depot$6,000
Northern Lake County Arts BoardSilver Bay, MN501(c)(3)Support Enriching Art Experiences for Students$6,000
Core Community Resources IncBayfield, WI501(c)(3)Program Support, General Operating Funding, Needs Due to Covid-19$5,964
North House Folk SchoolGrand Marais, MN501(c)(3)Program Support$5,915
Historic Union DepotDuluth, MN501(c)(3)Depot Platform - Long Term Safety Improvement, Program Support, 506 Fund Drive$5,650
Clayton Jackson Mcghie Memorial IncDuluth, MN501(c)(3)Cjm 2020 Community Remembrance Monument, Clayton Jackson Mcghie 2020 Art Exhibitions$5,575
U of Mn Duluth - Excellence Fund Department of DevelopmentDuluth, MN501(c)(3)Program Support$5,552
Duluth Public LibraryDuluth, MN170(c)(1)Program Support$5,551
Covenant Enabling Residences of Minnesota IncDuluth, MN501(c)(3)Program Support$5,348
Age Well Arrowhead IncDuluth, MN501(c)(3)Senior Nutrition Support$5,000
Alliance for SustainabilityAshland, WI501(c)(3)Resource Reuse Store Covid-19 Support$5,000
Bayfield Heritage Association IncBayfield, WI501(c)(3)Bayfield Video Archives, Digitization$5,000
City of AshlandAshland, WIGovCity of Ashland Covid-19 Response$5,000
City of BayfieldBayfield, WI170(c)(1)Building Volunteer Capacity for Bayfield Trails$5,000
City of SuperiorSuperior, WIGovReducing Police Threat, Perception and Dynamic Decision Making Errors$5,000
Douglas County Community Health ClinicSuperior, WI501(c)(3)Health Care Clinic Covid-19 Response$5,000
Duluth Branch NaacpDuluth, MNFiscal AgCovid-19 Needs Assessment of the African Heritage Community Cassandra Beardsley$5,000
Echoes of PeaceSouth Range, WIFiscal AgFrom Singing in the Crowd to Singing in the Cloud$5,000
Floodwood Services and TrainingFloodwood, MN501(c)(3)Covid-19 Relief-retention of Day Services$5,000
Guthrie Theatre FoundationMinneapolis, MN501(c)(3)Program Support$5,000
Lake Street CouncilMinneapolis, MN501(c)(3)Program Support$5,000
Mayo ClinicRochester, MN501(c)(3)Pediatrics - Cancer$5,000
Mentor NorthDuluth, MN501(c)(3)Mentor Superior Recruitment Campaign$5,000
Northside Achievement ZoneMinneapolis, MN501(c)(3)Program Support$5,000
Northwoods Women IncAshland, WI501(c)(3)Covid-19 Increased Gen Op Expenses$5,000
Recreation and Fitness ResourcesBayfield, WI501(c)(3)Aspire Martial Arts Program Support$5,000
Ronald Mcdonald House of Rochester Mn IncRochester, MN501(c)(3)Program Support$5,000
The Lakes Community Health Center IncIron River, WI501(c)(3)Employee Emotional Support Line$5,000
Two Harbors Community RadioTwo Harbors, MN501(c)(3)Covid-19 Funding$5,000
United Way of Northeastern Minnesota IncChisholm, MN501(c)(3)Buddy Backpacks Central Mesabi Communities$5,000
University of Minnesota Foundation Mcnamara Alumni CenterMinneapolis, MN501(c)(3)Broadway Clinic Capital and Expansion Fund$5,000
Volunteer Services ofCarlton, MN501(c)(3)Groceries-to-go$5,000
West Broadway Business Area CoalitionMinneapolis, MN501(c)(3)Program Support$5,000
WildwoodsDuluth, MN501(c)(3)Wildlife Rehabilitation in the Northland$5,000
Woods Hall Gallery and StudiosLapointe, WIFiscal AgWoods Hall Grant Request to Rachel Bauman Chequama-care Fund$5,000
Workforce Resource IncMenomonie, WI501(c)(3)Housing for Youth Aging Out of Foster Care$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$5,454,689
Held in Trust for Others$261,344
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 prior to submission to the irs.”

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. The organization will utilize annual survey's from the minnesota council on foundations, national council on foundations and the minnesota council of non-profits and will use data to determine executive compensation.”

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
Shaun Floerke
Title
President & CEO
Phone
2187260232
Signed
2021-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shaun Floerke
Formed
1982
Legal Domicile
Mn
Voting Board Members
12
Independent Board Members
12
Employees
14
Volunteers
176

Preparer

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

Additional Explanations

Form 990, Part III, Line 2

“The dsacf created and administered several regional temporary funds that were initated to provide covid relief funding to organizations that suffered financially because of the covid pandemic.”

FORM 990, PART XI, LINE 9:

“Refunds of prior year grants 19,372. Change in value of charitable remainder trusts -11,088. Change in value of agency endowment fund -622,340.”

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 -11,088. Refund of prior year grants 19,372. Change in value of agency endowment fund -801,322.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Grants made from agency endowments net of refunds 178,982.”

Raw XML AppendixShowing 400 of 1,829 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/OtherSalariesAndWagesGrp/TotalAmt0543571
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07260
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013263
IRS990/PayrollTaxesGrp/ProgramServicesAmt039280
IRS990/PayrollTaxesGrp/TotalAmt059803
IRS990/PensionPlanContributionsGrp/FundraisingAmt03410
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09066
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt017937
IRS990/PensionPlanContributionsGrp/TotalAmt030413
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01410752
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01355105
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SHAUN FLOERKE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0IN 2020, DSACF COLLABORATED WITH MANY PARTNERS TO RESPOND TO COMMUNITY NEEDS WHICH WERE EXACERBATED THROUGH THE COVID PANDEMIC AND ELEVATED THROUGH THE UPRISINGS FOLLOWING THE MURDER OF GEORGE FLOYD. DSACF PARTNERED WITH SEVERAL OTHER LOCAL FUNDING ORGANIZATIONS TO DISTRIBUTE GRANTS TO MEET THESE COMMUNITY NEEDS. DSACF UTILIZED ITS WORK OVER THE PAST FEW YEARS DEVELOPING READY NORTH, A LOCAL DISASTER RESILIENCE-BUILDING NETWORK, TO ADDRESS GAPS IN AWARENESS OF SERVICES AND SUPPORT MENTAL-WELLBEING, KEY AREAS OF NEED IDENTIFIED BY MULTIPLE PARTNERS DURING SURGES OF THE PANDEMIC. THE SPEAK YOUR PEACE: THE CIVILITY PROJECT INITIATIVE OF DSACF PROVIDED MULTIPLE VIRTUAL COMMUNITY GATHERING OPPORTUNITIES TO INCREASE UNDERSTANDING WITH FRONT-LINE SERVICE WORKERS (E.G., TEACHERS, FIREFIGHTERS, POLICE, DOCTORS, ETC.) AND YOUNG ADULTS OF MARGINALIZED IDENTITIES. GRANT AND SCHOLARSHIP FUNDING CONTINUED TO SUPPORT THE OPPORTUNITY RISING INITIATIVE. THE PURPOSE OF OPPORTUNITY RISING IS TO BRING TOGETHER PEOPLE FROM ALL BACKGROUNDS, INCOMES, ETHNICITIES, BELIEFS AND NEIGHBORHOODS TO FORGE A PATH TO REAL AND MEANINGFUL EQUAL OPPORTUNITIES FOR EVERY CHILD IN DULUTH AND SUPERIOR. THE ATTRACT AND RETAIN YOUNG ADULTS INITIATIVE CONTINUED ITS MISSION OF INCREASING QUALITY OF LIFE AND CIVIC ENGAGEMENT OF YOUNG ADULTS IN THE TWIN PORTS OF DULUTH AND SUPERIOR THROUGH GRANTMAKING. THIS PROGRAMMING IS IN ADDITION TO DSACF'S ON-GOING GRANT AND SCHOLARSHIP ACTIVITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0299174
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03900012
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02480482
IRS990/PYInvestmentIncomeAmt01960619
IRS990/PYOtherExpensesAmt0522564
IRS990/PYOtherRevenueAmt01500
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01957757
IRS990/PYSalariesCompEmpBnftPaidAmt0901328
IRS990/PYTotalExpensesAmt03904374
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05862131
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01395071
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01269217
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01384135
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03551535
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03900012
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05333906
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02962773
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02478625
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt018226851
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01686056
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01934934
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01931249
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01557151
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01253078
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08362468
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt018683
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.49790
IRS990ScheduleA/PublicSupportPY170Pct00.52640
IRS990ScheduleA/PublicSupportTotal170Amt013239263
IRS990ScheduleA/SubstantialContributorsTotAmt04987588
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03551535
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03900012
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05333906
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02962773
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02478625
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt018226851
IRS990ScheduleA/TotalSupportAmt026589319
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.28435

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$93,106,016
Liabilities
$6,364,812
Net assets
$86,741,204
Revenue
$5,605,705
Expenses
$4,210,634
Net income
$1,395,071
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