Civic Intelligence

Duluth Superior Area Community Foundation Inc.

990 • Fiscal year 2021 • EIN 41-1429402

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 26, 2022

Organization ProfileWWW.DSACOMMUNITYFOUNDATION.COM

View Organization Page

324 W Superior Street 700Duluth, MN 55802

(218) 726-0232

Siviq Scores

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

Liabilities / Assets

24th percentile

0.06x

Higher debt load relative to assets than 24% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

61st percentile

0.62x

Higher debt load relative to revenue than 61% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

9th percentile

$167,177

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Asset Growth

65th percentile

17%

Faster asset growth than 65% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

89th percentile

97%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$108,779,368

Up $15,673,352 (+17%) from 2020

Net Assets

Up

$101,892,294

Up $15,151,090 (+17%) from 2020

Liabilities

Up

$6,887,074

Up $522,262 (+8.2%) from 2020

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin93rd percentile

Revenue

Up

$11,039,912

Up $5,434,207 (+97%) from 2020

Expenses

Down

$3,990,376

Down $220,258 (-5.2%) from 2020

Net Income

Up

$7,049,536

Up $5,654,465 (+405%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2021

Assets$108,779,368
Liabilities$6,887,074
Net Assets$101,892,294
Open 2021 Filing

Operations Trend

Revenue Growth89th 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

2021

Revenue$11,039,912
Expenses$3,990,376
Net Income$7,049,536
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 26, 2022
Return Version
2021v4.2
Gross Receipts
$42,059,123
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$90,025,583$105,156,533▲ $15,130,950
Savings and Temporary Cash Investments$1,384,135$1,728,464▲ $344,329
Land, Buildings, and Equipment, Net$298,344$261,986▼ $36,358
Pledges and Grants Receivable$1,355,105$195,092▼ $1,160,013
Accounts Receivable$50$0▼ $50
Total Assets$93,106,016$108,779,368▲ $15,673,352
Other Assets Total$42,799$1,437,293▲ $1,394,494
Liabilities
Other Liabilities$5,716,033$6,494,256▲ $778,223
Unsecured Notes Loans Payable$196,785$177,607▼ $19,178
Grants Payable-$132,280-
Accounts Payable and Accrued Expenses$451,994$82,931▼ $369,063
Total Liabilities$6,364,812$6,887,074▲ $522,262
Net Assets / Fund Balance
Net Assets With Donor Restrictions$62,245,672$74,192,424▲ $11,946,752
Net Assets Without Donor Restrictions$24,495,532$27,699,870▲ $3,204,338
Total Net Assets Fund Balance$86,741,204$101,892,294▲ $15,151,090
Total Liabilities and Net Assets / Fund Balance$93,106,016$108,779,368▲ $15,673,352

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$49,083$244,646$293,729
Leasehold Improvements$212,903$62,901$275,804

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$86,146,487$4,182,596▲ $12,823,051-$99,673,391
2020$76,490,672$2,726,303▲ $10,227,858-$86,146,487
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
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shaun FloerkePresident/CEOFT$156,407$10,770$167,177
Michelle WallersteinFinance DirectorFT$89,303$16,052$105,355

Board Members and Trustees

NameTitle
Joscelyn SkandelChair
David KropidChair (thru May)
Bethany OwenSecretary, Vice Chair (thru May)
Koresh LakhanVice Chair
James ZastrowTrustee
Kerstyn HendricksTrustee
Nels OjardTrustee
Patrick HeffernanTrustee
Sandra WrightTrustee
Wendy Meierhoff-aldrichTrustee
Bhupesh PattniTrustee (thru May)
Brenda BrannanInterim Treasurer
Daniel LewSecretary
David MontgomeryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,454,949
Program Service Revenue
$0
Investment Income
$4,574,195
Other Revenue
$10,768
All Other Contributions
$6,454,949
Change in Net Assets
$7,049,536

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 Traded10$2,682,339Fair Market Value (FMV)
Total Noncash Contributions10$2,682,339-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,991,618
Revenue Not Reported on Financial Statements
$48,294
Revenue Not Reported on Form 990
$7,923,979
Total Revenue per Audited Statements
$18,915,597
Total Revenue per Form 990
$11,039,912
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,682,242
Salaries, Compensation, and Employee Benefits$880,572
Other Expenses$427,562
Total Fundraising Expense$210,572
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,298,847--$2,298,847
Other Salaries and Wages$281,599$126,325$63,163$471,087
Grants to Domestic Individuals$383,395--$383,395
Current Officers, Directors, Trustees, and Key Employees$159,362$77,374$36,476$273,212
Fees for Services Other$31,213$1,431$28,011$60,655
Other Employee Benefits$26,143$26,060$7,646$59,849
Payroll Taxes$32,022$14,361$7,181$53,564
Fees for Service Investment Mgmnt Fees-$48,294-$48,294
Depreciation Depletion$15,968$22,692$4,355$43,015
Occupancy$20,555$10,476$5,346$36,377
All Other Expenses$27,155$2,012$2,022$31,189
Pension Plan Contributions$9,986$9,954$2,920$22,860
Fees for Services Accounting$9,425$9,425-$18,850
Office Expenses$6,317$2,697$7,648$16,662
Other Expenses$897$37$10,916$11,850
Fees for Services Legal$4,188$4,188-$8,376
Conferences and Meetings$1,035$4,316$1,593$6,944
Insurance$3,515$1,794$897$6,206
Information Technology$1,596$1,133$1,949$4,678
Advertising$3,491--$3,491
Travel$5-$33$38
Total Functional Expenses$3,372,782$407,022$210,572$3,990,376

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,990,376
Expenses per Audited Statements$3,764,507
Total Expenses per Audited Statements$3,764,507
Expenses Not Reported on Financial Statements$225,869
Other Expense Adjustments$177,575
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lutheran Social Service of MinnesotaSt Paul, MN501(c)(3)BETHANY CRISIS SHELTER; BETHANY AREA CRISIS NURSERY$125,000
Regents of the University of Minnesota - DuluthDuluth, MN501(c)(3)GIKINAWAABIWAG (THEY LEARN BY OBSERVING); MITIGATING ACES THROUGH COMMUNITY TRANSFORMATION; ECONOMIC EFFECTS OF FREEWAY REMOVAL IN DULUTH; THE WORLD OUTSIDE OUR BORDERS; OSHKII AYAAWAG (OUR YOUTH) YOUTH COUNCIL$71,558
Head of the Lakes United WayDuluth, MN501(c)(3)Program Support$67,632
Duluth Folk SchoolDuluth, MN501(c)(3)OUTSIDE THE BOX TRANSFORMATION; BUILDING OPPORTUNITIES AND ASSETS TOGETHER (BOAT)$65,000
ChumDuluth, MN501(c)(3)LAYING THE GROUNDWORK FOR A COMMUNITY STRATEGIC PLAN; PROGRAM SUPPORT; FOOD SHELVES; JAIL MINISTRY; GROW UP GROUP; SHELTERING PEOPLE AND THEIR PETS WHO ARE HOMELESS; SUMMER 2021 OUTDOOR PROGRAM$63,316
Fathers Rise TogetherDuluth, MN501(c)(3)FAMILY RISE TOGETHER; 2021 TOUCHSTONE CELEBRATION; AFRICAN HERITAGE HUB$54,500
Udac IncDuluth, MN501(c)(3)DIFFERENTLY-ABLED COMMUNITY INCLUSION; PROGRAM SUPPORT$53,705
Ywca of DuluthDuluth, MN501(c)(3)YOUNG MOTHERS PROGRAM; PROGRAM SUPPORT; EARLY CHILDHOOD EDUCATION CENTER; KIDS CORNER; GIRL POWER; SPRING VALLEY YOUNG MOTHERS PROGRAM$52,370
Ecolibrium3Duluth, MN501(c)(3)INTERSECTIONS OF OPPORTUNITY; GENERAL OPERATING SUPPORT$51,500
Echoes of PeaceSouth Range, WI501(c)(3)Planting Connections Planting Hope Program$50,000
Cloquet Educational FoundationCloquet, MN501(c)(3)Program Support$44,066
ISD #709 - DULUTH PUBLIC SCHOOLSDuluth, MNGov2021 SCOTT ANDERSON LEADERSHIP FORUM; PROGRAM SUPPORT$43,314
Community Action DuluthDuluth, MN501(c)(3)COMMUNITY CONSTRUCTION; DULUTH STREAM CORPS; PARTICIPANT ADVISORY COUNCIL; COMMUNITY ACTION DULUTH - CHILD TAX CREDIT EXPANSION ACCESS$43,086
ST LUKE'S FOUNDATIONDuluth, MN501(c)(3)PROGRAM SUPPORT; ST. LUKE'S REGIONAL HEART AND VASCULAR CENTER$42,355
Landmark Conservancy IncMenomonie, WI501(c)(3)PROGRAM SUPPORT; ENGAGING COMMUNITY TO RESTORE THE BROWNSTONE TRAIL$41,904
Duluth Lighthouse for the BlindDuluth, MN501(c)(3)Program Support$40,480
Conflict Resolution CenterMinneapolis, MN501(c)(3)Transformational Funding for Crc Duluth$40,000
Zeitgeist Center for Arts and CommunityDuluth, MN-6TH AVE E SUMMIT. BUILDING; BETWEEN; ZINEMA 2.0 FINDING SUCCESS IN COVID AND BEYOND; DEVELOPMENT OF NORTHLAND FILM SCHOOL; 6TH AVE E BREWERY CREEK SUMMIT$39,500
Men as PeacemakersDuluth, MN501(c)(3)YOUTH RESTORATIVE PROGRAMS; YOUTH DIVERSION: PREVENTING POVERTY AND HARM; GIRLS' RESTORATIVE PROGRAM (GRP); PROGRAM SUPPORT$35,250
Green New Deal HousingDuluth, MN501(c)(3)BUILDING EQUITABLE OPPORTUNITY IN A GREEN ECONOMY; BUILDING CAPACITY TO BUILD A GREEN WORKFORCE$30,000
Duluth PlayhouseDuluth, MN501(c)(3)PLAY SPONSORSHIP; PROGRAM SUPPORT; CONTRIBUTION TO PLAYHOUSE FOR TICKET DONATIONS; RESTARTING AND REBUILDING AUDIENCES; COMMUNITY COLLABORATION AND ACCESSIBILITY$28,628
Chester Bowl Improvement ClubDuluth, MN501(c)(3)STRATEGIC GROWTH TO MEET OUR MISSION; ENVIRONMENTAL AND FOOD EDUCATION AT DAY CAMP; CHESTER BOWL CHAIRLIFT ELECTRICAL UPGRADES$26,150
University of Wisconsin Superior Foundation IncSuperior, WI501(c)(3)Working Together to Preserve a Coldwater Legacy$25,000
Duluth Community School CollaborativeDuluth, MN501(c)(3)RESULTS-ORIENTED COMMUNITY COALITION; 2021 TOUCHSTONE CELEBRATION; YOUTH ENGAGEMENT ON DENFELD LEADERSHIP TEAM$24,500
City of Two HarborsTwo Harbors, MNGovHERITAGE DAYS; TWO HARBORS TRAILS FUND$24,300
American Indian Community Housing OrganizationDuluth, MN501(c)(3)2021 TOUCHSTONE CELEBRATION; THE JOURNEY HOME: OJIBWE PAINTINGS/STORIES; COVID-19 EMERGENCY FOOD DISTRIBUTION$21,811
Miller-dwan FoundationDuluth, MN501(c)(3)2021 TOUCHSTONE CELEBRATION; AMBERWING IN MEMORY OF DIANE MEIERHOFF; SUPERIOR AREA MENTAL HEALTH COLLABORATIVE; PROGRAM SUPPORT; SOLVAY COMPASSIONATE CARE FUND$20,400
Life House IncDuluth, MN501(c)(3)FUTURES PROGRAM; PROGRAM SUPPORT$20,100
Abc of North Shore Community School IncDuluth, MN501(c)(3)Nature Trail Bridge Replacement$20,000
Arrowhead Economic Opportunity AgencyVirginia, MN501(c)(3)Child Tax Credit Expansion Access$20,000
ISD#381 - LAKE SUPERIOR PUBLIC SCHOOLSWashington, DCGovLITTLE MARINERS SCHOLARSHIPS; POLLINATOR GARDEN FOR WKS$20,000
Mentor NorthDuluth, MN501(c)(3)IT TAKES A VILLAGE: OUTREACH CAMPAIGN AND VOLUNTEER RECRUITMENT$20,000
Minnesota Land TrustSaint Paul, MN501(c)(3)City of Duluth Natural Land Acquisition$20,000
Natural Resources Foundation of WisconsinMadison, WI501(c)(3)PROGRAM SUPPORT; RESTORING INCH LAKE AND LAKE TWO PINES SNAS$20,000
Northwest Wisconsin Community Services Agency IncSuperior, WI501(c)(3)Child Tax Credit Expansion Access$20,000
Western Lake Superior Habitat for HumanityDuluth, MN501(c)(3)AGE IN PLACE, 2021, TWO HARBORS AREA FUND; AGE IN PLACE SILVER BAY, 2021, SILVER BAY CHARITABLE FUND; AGE IN PLACE, TWO HARBORS, LABOUNTY FAMILY FUND$19,835
Harbor House Crisis SheltersSuperior, WI501(c)(3)Shelter Survival Relief 2$18,917
Superior Vocations Center IncSuperior, WI501(c)(3)It Overhaul and Virtual Job Training$17,500
Animal Allies Humane SocietyDuluth, MN501(c)(3)PROGRAM SUPPORT; PROVIDING MOBILE PET MICROCHIP CLINICS$15,869
Boys & Girls Clubs of the NorthlandDuluth, MN501(c)(3)MENTAL HEALTH ACCESS PROGRAM; BOYS & GIRLS CLUBS OF GRAND RAPIDS AND GREENWAY; SMART GIRLS PROGRAMMING; PROGRAM SUPPORT$15,477
DULUTH CHILDREN'S MUSEUM INCDuluth, MN501(c)(3)PROGRAM SUPPORT; PLANNING FOR THE FUTURE OF PLAY AND LEARNING; SUSTAINING PLAY AND LEARNING$15,174
Catkins Animal RescueFifield, WI501(c)(3)Program Support$15,000
Gogebic Range United WayIronwood, MI501(c)(3)Program Support$15,000
Project Renewal of DavenportDavenport, IA501(c)(3)Program Support$15,000
WISCONSIN'S GREEN FIREMadison, WI501(c)(3)Program Support$15,000
North Shore Community SchoolDuluth, MN501(c)(3)Program Support$14,671
Damiano of Duluth IncDuluth, MN501(c)(3)HEALTH REALIZATION; PROGRAM SUPPORT; SOUP KITCHEN; BACK TO SCHOOL CLOTHING; COMMUNITY CONNECT; COMMUNITY SERVICES; KIDS' KITCHEN$14,608
Lake Superior Big Top ChautauquaWashburn, WI501(c)(3)TREATY RIGHTS SEGMENT IN "ANISHINAABE; INVITATION OF THE RED CLIFF TRIBE TO "ANISHINAABE; COVID 19 SAFETY SUPPLIES AND EQUIPMENT; INVITATION OF THE BAD RIVER TRIBE TO "ANISHINAABE"$14,500
Duluth Art InstituteDuluth, MN501(c)(3)YOUTH LEADERSHIP; STRATEGIC PLANNING; PROGRAM SUPPORT; HUE ART MAGAZINE$13,968
NORTHWOOD CHILDREN'S SERVICESDuluth, MN501(c)(3)Program Support$13,119
Bad River Band of Lake Superior Tribe of Chippewa IndiansOdanah, WITribalBAD RIVER FUNERAL CRISIS RESPONSE; OJIBWEMOWIN LANGUAGE IMMERSION PROGRAM SUPPLEMENT$13,000
Pilgrim Congregational ChurchDuluth, MN501(c)(3)Program Support$12,534
Critter HarborSuperior, WI501(c)(3)CRITTER HARBOR'S TRAP/NEUTER/RETURN PROGRAM FOR THE TWIN PORTS AND SURROUNDING AREAS$12,000
Ymca of DuluthDuluth, MN501(c)(3)GLOBAL YOUTH SERVICE DAY; POOL LIFE TO INCREASE ACCESS; NATURE PLAY IN EARLY ED/SPECIAL ED; INCLUSIVE CHILDCARE$11,998
Bayfield Community Education Foundation IncBayfield, WI501(c)(3)Program Support$11,292
Duluth Superior Area Educational Television Corporation - WdseDuluth, MN501(c)(3)PROGRAM SUPPORT; BOARD TRAINING; NATIVE REPORT SEASON 17$11,280
Covenant Park Bible CampMahtowa, MN501(c)(3)Capital Fund$10,000
Healthy Alliances Matter for AllDuluth, MN501(c)(3)African Heritage Covid-19 Outreach Phase 2$10,000
Madeline Island Community Gardening Project IncLa Pointe, WI501(c)(3)GROWING FORWARD: BUILDING ISLAND FOOD SOVEREIGNTY; SEASONAL GARDEN ASSISTANT FOR COMMUNITY GARDEN$10,000
Global Rights for WomenDuluth, MN501(c)(3)Pathways to Family Peace$9,704
Girl Scouts of Minnesota and Wisconsin Lakes and PinesWaite Park, MN501(c)(3)PROGRAM SUPPORT; GIRL SCOUTS VOLUNTEER DEVELOPMENT IN HERMANTOWN$9,296
Friends of the Finland CommunityFinland, MN501(c)(3)Clair Nelson Center Youth Program$9,014
Sugarloaf the North Shore Stewardship AssociationDuluth, MN501(c)(3)Restoring the North Shore Forest$9,000
Northland CollegeAshland, WI501(c)(3)BASELINE ASSESSMENT REPORT FOR BROWNSTONE TRAIL; PROGRAM SUPPORT$8,816
Just Kids DentalTwo Harbors, MN501(c)(3)Healthy Smiles at Schools$8,500
Gary-morgan Park HockeyDuluth, MN501(c)(3)Program Support$8,187
Access North Center for Independent Living of Northeastern MinnesotaHibbing, MN501(c)(3)Home Modification Project Management$8,000
Voyageurs National Park AssociationMinneapolis, MN501(c)(3)Restoring Native Wetlands in Voyageurs$7,950
Rails Endowment for Academic Art and Athletic DevelopmentProctor, MN501(c)(3)Program Support$7,884
Bayfield Maritime MuseumBayfield, WI501(c)(3)PASTPERFECT SOFTWARE INSTALLATION; EXHIBITS, EDUCATION & RESEARCH AND BOAT BUILDING PROJECTS$7,305
Hartley Nature CenterDuluth, MN501(c)(3)PROGRAM SUPPORT; POETRY AND WILDFLOWER TRAIL; OPERATING SUPPORT$7,169
Friends of the Apostle Islands National Lakeshore IncBayfield, WI501(c)(3)Program Support$6,660
Friends of the North Pikes Creek Wetlands IncBayfield, WI501(c)(3)CAPACITY BUILDING TO EXPAND EDUCATIONAL MISSION; ADDITIONAL BEAVER HOLLOW WILDLIFE VIEWING PLATFORM$6,600
North House Folk SchoolGrand Marais, MN501(c)(3)Program Support$6,556
New Hope Child CareDuluth, MN501(c)(3)Filling the Gap$6,500
Rotary Club of CloquetCloquet, MN501(c)(3)2021 - 2022 Scholarship Program$6,500
American Red Cross Serving Northern MinnesotaDuluth, MN501(c)(3)Program Support$6,484
Bayfield Heritage Association IncBayfield, WI501(c)(3)PROGRAM SUPPORT; DEVELOPING OUR VIRTUAL MUSEUM ONLINE$6,392
North Country RideEsko, MN501(c)(3)WINTER CARE FOR THERAPY HORSES; THERAPY HORSE'S FOOT CARE$6,000
Superior Rivers Watershed Association IncAshland, WI501(c)(3)LONG TERM WATER QUALITY DATA: LAKE SUPERIOR BASIN$6,000
Core Community Resources IncBayfield, WI501(c)(3)PROGRAM SUPPORT; CORE FOOD PANTRY'S COMMUNITY HARVEST PROGRAM$5,971
Lake Superior CollegeDuluth, MNGovPre-semester Fye Course$5,800
Entrepreneur Fund IncDuluth, MN501(c)(3)Small Business Support in Two Harbors$5,799
Northwoods Women IncAshland, WI501(c)(3)DOMESTIC VIOLENCE AND SEXUAL ASSAULT SERVICES; YOUTH AND FAMILY SERVICES PROGRAM; SELF SUFFICIENCY PROGRAM$5,768
Duluth Public LibraryDuluth, MNGovProgram Support$5,589
Union Gospel MissionDuluth, MN501(c)(3)MEALS; PROGRAM SUPPORT; PETS IN NEED$5,582
Covenant Enabling Residences of Minnesota IncDuluth, MN501(c)(3)Program Support$5,557
Town of La PointeLa Pointe, WIGovMaintenance and Repair of the Michael Chapel at Greenwood Cemetery$5,521
U of Mn Duluth - Excellence FundDuluth, MN501(c)(3)Program Support$5,484
Tweed Museum of ArtDuluth, MNGovEMPOWERING MINNESOTA NORTHLAND'S BLACK COMMUNITIES; MAKER/COMMUNITIES SPACE PROJECT AT TWEED$5,403
Scottish Rite Foundation of DuluthDuluth, MN501(c)(3)Program Support$5,189
Two Harbors Public LibraryTwo Harbors, MN501(c)(3)BOOKS FOR CHILDREN; EARLY LITERACY AT THE LIBRARY$5,106
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$6,216,502
Held in Trust for Others$277,754
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

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

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

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

Form 990, Part VI, Section B, Line 15

“The executive committee recommends the salary for the president who recommends salary for all other staff in a budget for executive committee and board approval. This is completed annually as part of the overall budget analysis by the executive committee. The executive committee then presents the budget to the board for approval. 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 700, DULUTH, MN 55802

Signing Officer

Name
Shaun Floerke
Title
President & CEO
Phone
2187260232
Signed
2022-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shaun Floerke
Formed
1982
Legal Domicile
Mn
Voting Board Members
11
Independent Board Members
11
Employees
15
Volunteers
240

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 XI, LINE 9:

“Refunds of prior year grants 13,584. Change in value of charitable remainder trusts -258,675. Change in value of agency endowment fund -761,811.”

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 -258,675. Refund of prior year grants 13,584. Change in value of agency endowment fund -939,386.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Grants made from agency endowments net of refunds 177,575.”

Raw XML AppendixShowing 400 of 1,567 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/ProgSrvcAccomActy2Grp/Desc0IN 2021, DSACF COLLABORATED WITH MANY PARTNERS TO RESPOND TO COMMUNITY NEEDS WHICH CONTINUED TO BE EXACERBATED THROUGH THE COVID PANDEMIC. FOR EXAMPLE, DSACF PARTNERED WITH NATIONAL AND LOCAL FUNDERS AND SEVERAL ORGANIZATIONS THROUGHOUT THE NORTHLAND TO INCREASE FAMILIES' ACCESS TO THE EXPANDED CHILD TAX CREDIT. DSACF FACILITATED READY NORTH, A LOCAL DISASTER RESILIENCE-BUILDING NETWORK, IN ADDRESSING GAPS IN AWARENESS OF SERVICES AND SUPPORT FOR MENTAL-WELLBEING. 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 EQUITABLE 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/ExpenseAmt0144740
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03551535
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02812030
IRS990/PYInvestmentIncomeAmt02054170
IRS990/PYOtherExpensesAmt0462508
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01395071
IRS990/PYSalariesCompEmpBnftPaidAmt0936096
IRS990/PYTotalExpensesAmt04210634
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05605705
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt07049536
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
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IRS990/ReportLandBuildingEquipmentInd01
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IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01384135
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01728464
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06454949
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03551535
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03900012
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05333906
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02962773
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt022203175
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01832506
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01686056
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01934934
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01931249
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01557151
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08941896
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt023876
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.46290
IRS990ScheduleA/PublicSupportPY170Pct00.49790

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$108,779,368
Liabilities
$6,887,074
Net assets
$101,892,294
Revenue
$11,039,912
Expenses
$3,990,376
Net income
$7,049,536
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
2021Detailed filing. Detailed filing data is available for this year.$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