Civic Intelligence

The Phileona Foundation

990PF • Fiscal year 2019 • EIN 41-1763225

Oct 01, 2018 to Sep 30, 2019 • Filed on Aug 14, 2020

Organization Profile
2950 Dean Parkway No 2501Minneapolis, MN 55416

(612) 331-8493

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

94th percentile

76%

Higher net margin than 94% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

77th percentile

15%

Faster asset growth than 77% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

98th percentile

491%

Faster revenue growth than 98% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$23,247,615

Up $2,980,111 (+15%) from 2018

Net Assets

Up

$23,247,615

Up $2,980,111 (+15%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin94th percentile

Revenue

Up

$3,940,975

Up $3,274,519 (+491%) from 2018

Expenses

Up

$960,864

Up $263,482 (+38%) from 2018

Net Income

Up

$2,980,111

Up $3,011,037 (+9736%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$30M$20M$10M$0Assets 2011: $5,566,637Liabilities 2011: $02011Assets 2012: $5,629,393Liabilities 2012: $02012Assets 2013: $19,251,261Liabilities 2013: $02013Assets 2014: $20,818,274Liabilities 2014: $53,6002014Assets 2015: $22,405,164Liabilities 2015: $455,5002015Assets 2018: $20,267,504Liabilities 2018: $0Net Assets 2018: $20,267,5042018Assets 2019: $23,247,615Liabilities 2019: $0Net Assets 2019: $23,247,6152019Assets 2020: $22,963,220Liabilities 2020: $0Net Assets 2020: $22,963,2202020Assets 2021: $22,301,733Liabilities 2021: $0Net Assets 2021: $22,301,7332021Assets 2022: $22,106,016Liabilities 2022: $0Net Assets 2022: $22,106,0162022Assets 2023: $21,174,249Liabilities 2023: $0Net Assets 2023: $21,174,2492023Assets 2024: $20,458,255Liabilities 2024: $0Net Assets 2024: $20,458,2552024

Highlighted filing

2019

Assets$23,247,615
Liabilities$0
Net Assets$23,247,615
Open 2019 Filing

Operations Trend

Revenue Growth98th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $460,805Expenses 2011: $384,053Net Income 2011: $76,7522011Revenue 2012: $416,982Expenses 2012: $354,226Net Income 2012: $62,7562012Revenue 2013: $14,118,018Expenses 2013: $496,150Net Income 2013: $13,621,8682013Revenue 2014: $2,180,944Expenses 2014: $660,500Net Income 2014: $1,520,4442014Revenue 2015: $2,173,486Expenses 2015: $988,496Net Income 2015: $1,184,9902015Revenue 2018: $666,456Expenses 2018: $697,382Net Income 2018: -$30,9262018Revenue 2019: $3,940,975Expenses 2019: $960,864Net Income 2019: $2,980,1112019Revenue 2020: $1,251,717Expenses 2020: $1,536,112Net Income 2020: -$284,3952020Revenue 2021: $1,243,605Expenses 2021: $1,211,242Net Income 2021: $32,3632021Revenue 2022: $1,051,748Expenses 2022: $1,903,315Net Income 2022: -$851,5672022Revenue 2023: $205,490Expenses 2023: $1,137,257Net Income 2023: -$931,7672023Revenue 2024: $838,946Expenses 2024: $1,554,940Net Income 2024: -$715,9942024

Highlighted filing

2019

Revenue$3,940,975
Expenses$960,864
Net Income$2,980,111
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Aug 14, 2020
Return Version
2018v3.2
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MD MILLERChairman-$0--
MJ MILLERDirector-$0--
DJ MILLERDirector-$0--
SL MILLERDirector-$0--
T SLEDDDirector-$0--
SD MILLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Phileona Foundation
EIN
41-1763225
Phone
6123318493
Address
2950 DEAN PARKWAY NO 2501, MINNEAPOLIS, MN 55416

Signing Officer

Name
Marshall D Miller
Title
Chairman
Phone
6123318493
Signed
2020-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Lurie Llp
Address
2501 WAYZATA BOULEVARD, MINNEAPOLIS, MN 55405
Preparer
Matthew T Brown
Phone
6123774404
Raw XML AppendixShowing 400 of 991 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/PropertyDesc0AMERICAN EXPRESS 2.125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CONGRESSIONAL BA 2.85%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DISCOVER BANK 1.65%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GOLDMAN SACHS BAN 1.6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4HATTERAS CORE ATL TEI INSTITUTIONAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5HATTERAS CORE ATL TEI INSTITUTIONAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6HATTERAS CORE ATL TEI INSTITUTIONAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7HATTERAS CORE ATL TEI INSTITUTIONAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8MERCK & CO., INC. 5%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9NC TPK AUH TRI EXPW 5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CIBC BANK USA 1.25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11SAN ANTONIO TX 1.234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12WELLS FARGO & CO 2.25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13WESTWOOD INCOME OPPTY FD INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14SCH TREAS OBLIGATION MMF INVESTOR SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-02-21
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07572
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02096
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07572
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07572
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09796
IRS990PF/FMVAssetsEOYAmt024011840
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt020274535
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt023254646
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt076984
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0905537
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0905537
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt020190020
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt022341578
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt023105803
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-7031
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-7031
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt020267504
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt023247615
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt024011840
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt020267504
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt023247615
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt020267504
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt023247615
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt022413795
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0784292
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt021629503
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0336207
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01103879
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt022077588
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt022413795
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MJ MILLER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SL MILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4T SLEDD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5SD MILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02950 DEAN PARKWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12950 DEAN PARKWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22950 DEAN PARKWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32950 DEAN PARKWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt42950 DEAN PARKWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt52950 DEAN PARKWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd055416
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd155416
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd255416
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd355416
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd455416
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd555416
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0882110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0889682
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0666708
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01235887
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01105601
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0889256
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0575075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.039955
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.031539
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.056932
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048583
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.036740
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.025979
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt07572
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt022077588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt021138915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt021708033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt022756888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt024204151
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt022136471
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0924245
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.199773
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0916673
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0924245
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt07572
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0924245
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02017
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY2Yr02016
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd01
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd01
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MD MILLER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02950 DEAN PARKWAY SUITE 2501
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MINNEAPOLIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055416
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06123318493
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MD MILLER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1DJ MILLER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2SL MILLER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm3SD MILLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08235
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt720000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt131000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt142000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1520000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt172000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1835000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt192500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt203000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt211000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt221000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt237400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt241500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25100000

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$23,247,615
Liabilities
$0
Net assets
$23,247,615
Revenue
$3,940,975
Expenses
$960,864
Net income
$2,980,111
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$0.84$1.55$0.72
2023Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$0.21$1.14$0.93
2022Detailed filing. Detailed filing data is available for this year.$22.1$0.00$22.1$1.05$1.90$0.85
2021Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$1.24$1.21$0.03
2020Detailed filing. Detailed filing data is available for this year.$23.0$0.00$23.0$1.25$1.54$0.28
2019Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$3.94$0.96$2.98
2018Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$0.67$0.70$0.03
2015Summary only. Only limited summary data is available for this year.$22.4$0.46$2.17$0.99$1.18
2014Summary only. Only limited summary data is available for this year.$20.8$0.05$2.18$0.66$1.52
2013Summary only. Only limited summary data is available for this year.$19.3$0.00$14.1$0.50$13.6
2012Summary only. Only limited summary data is available for this year.$5.63$0.00$0.42$0.35$0.06
2011Summary only. Only limited summary data is available for this year.$5.57$0.00$0.46$0.38$0.08