Civic Intelligence

Summit Heritage Foundation

EIN 41-1587612 • 501(c)2 • Mankato, MN

Profile

To provide facilities for a 501(c)(3) organization by collecting enough rent to pay for the mainenance of the building.

424 Warren StMankato, MN 56001

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

25th percentile

-30%

Higher net margin than 25% of similar nonprofits.

501(c)2 • <$500k nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)2 • <$500k nonprofits • Source year 2022

Asset Growth

49th percentile

-4.8%

Faster asset growth than 49% of similar nonprofits.

501(c)2 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-30%

Faster revenue growth than 27% of similar nonprofits.

501(c)2 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$386,250

Down $19,352 (-4.8%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$386,250

Down $19,352 (-4.8%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin25th percentile

Revenue

Down

$63,600

Down $26,845 (-30%) from 2023

Expenses

Down

$82,952

Down $23,409 (-22%) from 2023

Net Income

Down

-$19,352

Down $3,436 (-22%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$600K$400K$200K$0Assets 2010: $288,360Liabilities 2010: $40Net Assets 2010: $288,3202010Assets 2011: $268,748Liabilities 2011: $0Net Assets 2011: $268,7482011Assets 2012: $257,978Liabilities 2012: $0Net Assets 2012: $257,9782012Assets 2013: $233,009Liabilities 2013: $0Net Assets 2013: $233,0092013Assets 2014: $190,365Liabilities 2014: $0Net Assets 2014: $190,3652014Assets 2015: $169,693Liabilities 2015: $0Net Assets 2015: $169,6932015Assets 2016: $153,899Liabilities 2016: $0Net Assets 2016: $153,8992016Assets 2017: $152,897Liabilities 2017: $0Net Assets 2017: $152,8972017Assets 2018: $143,803Liabilities 2018: $0Net Assets 2018: $143,8032018Assets 2019: $384,169Liabilities 2019: $0Net Assets 2019: $384,1692019Assets 2020: $433,990Liabilities 2020: $56,171Net Assets 2020: $377,8192020Assets 2021: $373,305Liabilities 2021: $0Net Assets 2021: $373,3052021Assets 2022: $351,518Liabilities 2022: $0Net Assets 2022: $351,5182022Assets 2023: $405,602Liabilities 2023: $0Net Assets 2023: $405,6022023Assets 2024: $386,250Net Assets 2024: $386,2502024

Highlighted filing

2024

Assets$386,250
Liabilities-
Net Assets$386,250
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $78,199Expenses 2010: $92,163Net Income 2010: -$13,9642010Revenue 2011: $76,574Expenses 2011: $96,146Net Income 2011: -$19,5722011Revenue 2012: $76,573Expenses 2012: $87,343Net Income 2012: -$10,7702012Revenue 2013: $70,193Expenses 2013: $95,162Net Income 2013: -$24,9692013Revenue 2014: $41,622Expenses 2014: $84,266Net Income 2014: -$42,6442014Revenue 2015: $64,080Expenses 2015: $84,752Net Income 2015: -$20,6722015Revenue 2016: $64,080Expenses 2016: $79,874Net Income 2016: -$15,7942016Revenue 2017: $69,100Expenses 2017: $70,102Net Income 2017: -$1,0022017Revenue 2018: $63,600Expenses 2018: $72,694Net Income 2018: -$9,0942018Revenue 2019: $301,865Expenses 2019: $61,499Net Income 2019: $240,3662019Revenue 2020: $63,600Expenses 2020: $69,950Net Income 2020: -$6,3502020Revenue 2021: $63,600Expenses 2021: $68,114Net Income 2021: -$4,5142021Revenue 2022: $93,530Expenses 2022: $115,360Net Income 2022: -$21,8302022Revenue 2023: $90,445Expenses 2023: $106,361Net Income 2023: -$15,9162023Revenue 2024: $63,600Expenses 2024: $82,952Net Income 2024: -$19,3522024

Highlighted filing

2024

Revenue$63,600
Expenses$82,952
Net Income-$19,352
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$386,250
Liabilities
-
Net assets
$386,250
Revenue
$63,600
Expenses
$82,952
Net income
-$19,352
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.86$3.86$0.64$0.83$0.19
2023Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.90$1.06$0.16
2022Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.94$1.15$0.22
2021Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.64$0.68$0.05
2020Detailed filing. Detailed filing data is available for this year.$4.34$0.56$3.78$0.64$0.70$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$3.02$0.61$2.40
2018Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.64$0.73$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.69$0.70$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.64$0.80$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.64$0.85$0.21
2014Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.42$0.84$0.43
2013Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.70$0.95$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.58$0.00$2.58$0.77$0.87$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.69$0.00$2.69$0.77$0.96$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.88$0.00$2.88$0.78$0.92$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$63,600
Mission and Program Overview

Mission

Rental to 501(C)(3) organizations

To provide facilities for a 501(c)(3) organization by collecting enough rent to pay for the mainenance of the building.

Program Services

DescriptionGrantsExpenses
RENTAL INCOME FROM A 501(C)(3) ORGANIZATION WAS USED TO MAINTAIN AND OPERATE A BUILDING FOR THAT ORGANIZATION.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDY ZELLMERPresident-$0--
MIKE LAGERQUISTVice President-$0--
PRESTON DOYLESecretary/Treas-$0--
ERIC OLESONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Summit Heritage Foundation
EIN
41-1587612
Phone
5073455262
Address
424 WARREN ST, MANKATO, MN 56001

Signing Officer

Name
Randy Zellmer
Title
President
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Johnson & Hoehn Ltd Cpas
Address
223 W Nassau St, St Peter, MN 56082
Preparer
Terry L Hoehn
Phone
5079341795
Supplemental Narrative

Additional Explanations

Other Expenses.1009

“Depreciation $13704”

Other Expenses.1

“Building management fee $4800”

Other Expenses.2

“INSURANCE $999”

Other Expenses.3

“SUPPLIES $299”

Other Expenses.7

“BANK FEES $-5”

Form 990-EZ, Part V, Information Regarding Personal Benefit Contracts:

“The organization did not, during the year, receive any funds, directly, or indirectly, to pay premiums on a personal benefit contract.”

Form 990-EZ, Part V, Information Regarding Personal Benefit Contracts:

“The organization, did not, during the year, pay any premiums, directly, or indirectly, on a personal benefit contract.”

Raw XML Appendix117 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BARB CHURCH
IRS990EZ/BooksInCareOfDetail/PhoneNum05073889108
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0424 WARREN ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MANKATO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd056001
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028758
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023110
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-19352
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0890
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0405602
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0386250
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt063600
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt0376844
IRS990EZ/LandAndBuildingsGrp/EOYAmt0363140
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0405602
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0386250
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0405602
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0386250
IRS990EZ/OccupancyRentUtltsAndMaintAmt062265
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RANDY ZELLMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MIKE LAGERQUIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PRESTON DOYLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIC OLESON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary/Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019797
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FACILITIES FOR A 501(C)(3) ORGANIZATION BY COLLECTING ENOUGH RENT TO PAY FOR THE MAINENANCE OF THE BUILDING.
IRS990EZ/ProgramServiceRevenueAmt063600
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RENTAL INCOME FROM A 501(C)(3) ORGANIZATION WAS USED TO MAINTAIN AND OPERATE A BUILDING FOR THAT ORGANIZATION.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt082952
IRS990EZ/TotalRevenueAmt063600
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $13704
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BUILDING MANAGEMENT FEE $4800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSURANCE $999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPLIES $299
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK FEES $-5
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organization did not, during the year, receive any funds, directly, or indirectly, to pay premiums on a personal benefit contract.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The organization, did not, during the year, pay any premiums, directly, or indirectly, on a personal benefit contract.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part V, Information Regarding Personal Benefit Contracts:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part V, Information Regarding Personal Benefit Contracts:
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDY ZELLMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMIT HERITAGE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0411587612
ReturnHeader/Filer/PhoneNum05073455262
ReturnHeader/Filer/USAddress/AddressLine1Txt0424 WARREN ST
ReturnHeader/Filer/USAddress/CityNm0MANKATO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd056001
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411707965
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHNSON & HOEHN LTD CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0223 W Nassau St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0St Peter
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd056082
ReturnHeader/PreparerPersonGrp/PhoneNum05079341795
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry L Hoehn
ReturnHeader/ReturnTs02025-11-14T06:24:29-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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