Civic Intelligence

Smikis Foundation

990PF • Fiscal year 2017 • EIN 41-1742700

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 02, 2018

Organization Profile
3001 Broadway Street NE No 640Minneapolis, MN 55413

(952) 512-1165

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

60th percentile

7.2%

Faster asset growth than 60% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

50%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$20,570,195

Up $1,381,863 (+7.2%) from 2016

Net Assets

Up

$20,570,195

Up $1,381,863 (+7.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin91st percentile

Revenue

Up

$2,435,608

Up $807,164 (+50%) from 2016

Expenses

Up

$1,053,745

Up $26,804 (+2.6%) from 2016

Net Income

Up

$1,381,863

Up $780,360 (+130%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$30M$20M$10M$0Assets 2010: $12,007,328Liabilities 2010: $0Net Assets 2010: $12,007,3282010Assets 2011: $13,388,632Liabilities 2011: $0Net Assets 2011: $13,388,6322011Assets 2012: $14,492,783Liabilities 2012: $0Net Assets 2012: $14,492,7832012Assets 2013: $16,683,058Liabilities 2013: $1Net Assets 2013: $16,683,0582013Assets 2014: $17,574,699Liabilities 2014: $1Net Assets 2014: $17,574,6992014Assets 2015: $18,586,829Liabilities 2015: $1Net Assets 2015: $18,586,8292015Assets 2016: $19,188,332Liabilities 2016: $0Net Assets 2016: $19,188,3322016Assets 2017: $20,570,195Liabilities 2017: $0Net Assets 2017: $20,570,1952017Assets 2018: $20,313,914Liabilities 2018: $0Net Assets 2018: $20,313,9142018Assets 2019: $19,948,460Liabilities 2019: $1Net Assets 2019: $19,948,4602019Assets 2020: $18,302,368Liabilities 2020: $1Net Assets 2020: $18,302,3682020Assets 2021: $19,016,477Liabilities 2021: $1Net Assets 2021: $19,016,4772021Assets 2022: $19,646,719Liabilities 2022: $1Net Assets 2022: $19,646,7192022Assets 2023: $14,837,095Liabilities 2023: $1Net Assets 2023: $14,837,0952023Assets 2024: $14,332,453Liabilities 2024: $0Net Assets 2024: $14,332,4532024

Highlighted filing

2017

Assets$20,570,195
Liabilities$0
Net Assets$20,570,195
Open 2017 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $549,7092010Expenses 2011: $866,5572011Expenses 2012: $832,4612012Revenue 2013: $3,090,230Expenses 2013: $899,955Net Income 2013: $2,190,2752013Revenue 2014: $1,848,199Expenses 2014: $956,558Net Income 2014: $891,6412014Revenue 2015: $2,104,095Expenses 2015: $1,091,965Net Income 2015: $1,012,1302015Revenue 2016: $1,628,444Expenses 2016: $1,026,941Net Income 2016: $601,5032016Revenue 2017: $2,435,608Expenses 2017: $1,053,745Net Income 2017: $1,381,8632017Revenue 2018: $1,307,132Expenses 2018: $1,563,413Net Income 2018: -$256,2812018Revenue 2019: $949,613Expenses 2019: $1,315,067Net Income 2019: -$365,4542019Revenue 2020: -$672,511Expenses 2020: $973,581Net Income 2020: -$1,646,0922020Revenue 2021: $1,592,415Expenses 2021: $878,306Net Income 2021: $714,1092021Revenue 2022: $1,563,140Expenses 2022: $932,898Net Income 2022: $630,2422022Revenue 2023: $1,018,488Expenses 2023: $5,828,112Net Income 2023: -$4,809,6242023Revenue 2024: $759,860Expenses 2024: $1,264,502Net Income 2024: -$504,6422024

Highlighted filing

2017

Revenue$2,435,608
Expenses$1,053,745
Net Income$1,381,863
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 2, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUCY B HARTWELLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Smikis Foundation
EIN
41-1742700
Phone
9525121165
Address
3001 BROADWAY STREET NE NO 640, MINNEAPOLIS, MN 55413

Signing Officer

Name
Lucy Hartwell
Title
Director
Phone
9525121165
Signed
2018-10-02

Preparer

Firm
Burr Oak Group Inc
Address
3001 BROADWAY STREET NE STE 640, MINNEAPOLIS, MN 55413
Preparer
Joanne Kletscher
Raw XML AppendixShowing 400 of 1,012 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt220256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-20843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-34571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-2255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6156305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt81135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9169726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12384305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1419871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15393678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt167345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17205254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1816495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1914405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0587545
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1386364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2197513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3194372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4352211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc013341.168 SHARES EATON VANCE PARAMETRIC TX-MN EM INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc196.5936 SHARES EVERGREEN TAX ADVANTAGED FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc252.0295 SHARES EVERGREEN SMALLCAP FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc329.5706 SHARES EVERGREEN SMALLCAP FUND II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4240319 SHARES JP MORGAN US REAL ESTATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5EVERGREEN SMALLCAP FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6EVERGREEN SMALLCAP FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7EVERGREEN SMALLCAP FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8EVERGREEN SMALLCAP FUND II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9EVERGREEN SMALLCAP FUND II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10EVERGREEN SMALLCAP FUND II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11EVERGREEN TAX ADVANTAGED FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12EVERGREEN TAX ADVANTAGED FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13EVERGREEN TAX ADVANTAGED FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14LARGE CAP CORE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15LARGE CAP CORE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16POCKET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17POCKET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18POCKET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19POCKET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01148322
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01381863
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt020570195
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt019188332
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt020570195
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0879423
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0879423
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0879423
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0893392
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013969
IRS990PF/DistributableAmountGrp/TotalTaxAmt013969
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt010059
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt019028
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013969
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt010059
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013969
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013969
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt024028
IRS990PF/FMVAssetsEOYAmt018848637
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt07674413
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt07674413
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt019896
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt019896
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01119870
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt016334932
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt019063454
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt016241922
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt011513919
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt012895782
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02833504
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01486845
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01486845
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt019188332
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt020570195
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt018848637
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt019188332
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt020570195
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt019188332
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt020570195
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt018139937
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01547234
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt016592703
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0272099
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0893392
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt017867838
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt018139937
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LUCY B HARTWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0520 INDIAN MOUND STREET APT 2A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WAYZATA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd055391
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0803481
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0817450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0834449
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0821484
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0733262
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0672839
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0605615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044968
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049458
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048180
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.042949
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.042019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.042235
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt013969
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt017867838
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt016871940
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt017050259
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt017072975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt016012824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt014339152
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0842025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.224841
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0828056
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0842025
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt013969
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0842025

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,570,195
Liabilities
$0
Net assets
$20,570,195
Revenue
$2,435,608
Expenses
$1,053,745
Net income
$1,381,863
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$0.76$1.26$0.50
2023Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$1.02$5.83$4.81
2022Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$1.56$0.93$0.63
2021Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$1.59$0.88$0.71
2020Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$0.67$0.97$1.65
2019Detailed filing. Detailed filing data is available for this year.$19.9$0.00$19.9$0.95$1.32$0.37
2018Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$1.31$1.56$0.26
2017Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$2.44$1.05$1.38
2016Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$1.63$1.03$0.60
2015Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$2.10$1.09$1.01
2014Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$1.85$0.96$0.89
2013Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$3.09$0.90$2.19
2012Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$0.83
2011Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.87
2010Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.55