Civic Intelligence

Filia Foundation

990PF • Fiscal year 2017 • EIN 41-1765500

Oct 01, 2016 to Sep 30, 2017 • Filed on Feb 06, 2018

Organization Profile
5580 Shore RdExcesior, MN 55331

(612) 619-0301

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

90th percentile

52%

Higher net margin than 90% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

96th percentile

102%

Faster asset growth than 96% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

62nd percentile

11%

Faster revenue growth than 62% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$4,038,343

Up $2,043,644 (+102%) from 2016

Net Assets

Up

$4,038,343

Up $2,043,644 (+102%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin90th percentile

Revenue

Up

$5,430

Up $551 (+11%) from 2016

Expenses

Up

$2,610

Up $1,634 (+167%) from 2016

Net Income

Down

$2,820

Down $1,083 (-28%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$10M$5.0M$0Assets 2011: $189,340Liabilities 2011: $02011Assets 2012: $287,743Liabilities 2012: $02012Assets 2013: $389,854Liabilities 2013: $02013Assets 2014: $410,170Liabilities 2014: $02014Assets 2015: $867,492Liabilities 2015: $02015Assets 2016: $1,994,699Liabilities 2016: $0Net Assets 2016: $1,994,6992016Assets 2017: $4,038,343Liabilities 2017: $0Net Assets 2017: $4,038,3432017Assets 2018: $8,041,104Liabilities 2018: $0Net Assets 2018: $8,041,1042018Assets 2019: $6,605,244Liabilities 2019: $0Net Assets 2019: $6,605,2442019Assets 2020: $6,964,018Liabilities 2020: $0Net Assets 2020: $6,964,0182020Assets 2024: $7,542,772Liabilities 2024: $0Net Assets 2024: $7,542,7722024

Highlighted filing

2017

Assets$4,038,343
Liabilities$0
Net Assets$4,038,343
Open 2017 Filing

Operations Trend

Revenue Growth62nd percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $2,750Expenses 2011: $10,077Net Income 2011: -$7,3272011Revenue 2012: $38,992Expenses 2012: $10,480Net Income 2012: $28,5122012Revenue 2013: $3,961Expenses 2013: $12,133Net Income 2013: -$8,1722013Revenue 2014: $44,732Expenses 2014: $18,604Net Income 2014: $26,1282014Revenue 2015: $3,657Expenses 2015: $112Net Income 2015: $3,5452015Revenue 2016: $4,879Expenses 2016: $976Net Income 2016: $3,9032016Revenue 2017: $5,430Expenses 2017: $2,610Net Income 2017: $2,8202017Revenue 2018: $154,714Expenses 2018: $96,250Net Income 2018: $58,4642018Revenue 2019: $189,861Expenses 2019: $111,621Net Income 2019: $78,2402019Revenue 2020: $329,680Expenses 2020: $116,550Net Income 2020: $213,1302020Revenue 2024: $313,596Expenses 2024: $217,100Net Income 2024: $96,4962024

Highlighted filing

2017

Revenue$5,430
Expenses$2,610
Net Income$2,820
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Feb 6, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK R SHAWDirector/Presid-$0--
EDWARD J ZAPPDirector-$0--
GRACE K TIMMONSTreasurer-$0--
JULIA MCNAMARASecretary-$0--
Filing and Contact Details

Filer

Filer Name
Filia Foundation
EIN
41-1765500
Phone
6126190301
Address
5580 SHORE RD, EXCESIOR, MN 55331

Signing Officer

Name
Grace K Timmons
Title
Treasurer
Signed
2018-02-06
Discuss with paid preparer
Yes

Preparer

Firm
ROR Tax Professionals
Address
4500 Park Glen Rd Ste 100, Minneapolis, MN 55416
Preparer
Matthew Pagel EA
Phone
6128227177
Raw XML Appendix320 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01200
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREP
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01200
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0502428
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22917686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0502428
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22917686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0GRACO COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1VANGUARD PRIME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2MANAGED ACCOUNT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt07058
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1537347
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt213879
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0LPL BKG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1LPL EQ & OPTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2LPL OTHER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MUTUAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4LPL MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt07058
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1537347
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt213879
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt05430
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 FORM 1041
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt05430
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05430
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt05430
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt092000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt05430
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt05430
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05430
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02820
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt013
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt013
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05430
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt037
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt037
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt01360
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01360
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt05430
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt094610
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02610
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05430
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05430
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02610
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02610
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02820
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt092000
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02132824
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04130343
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01994699
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04038343
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt054
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt054
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt054
IRS990PF/DistributableAmountGrp/TotalTaxAmt054
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt054
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt054
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt054
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt054
IRS990PF/FMVAssetsEOYAmt04038343
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04842
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt052719
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt052719
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01683821
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03427340
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03427340
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0306033
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0558284
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0558284
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01994699
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04038343
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04038343
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01994699
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04038343
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01994699
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04038343
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01994699
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt04038343
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.19
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.19
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt23.85
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.19
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FRANK R SHAW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EDWARD J ZAPP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GRACE K TIMMONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JULIA MCNAMARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR/PRESID
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05580 SHORE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt121785 AGATE BEACH ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25105 SKYLINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt39230 11TH AVE S
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0EXCELSIOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAINT CLOUD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd055331
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd156301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd255436
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd355420
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt054
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0976
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt020112
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt018604
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt012133
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt010480
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.033043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.00053
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04447
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04447
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.03269
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt054
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01858962
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0452264
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0418333
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0371212
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0243358
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt094610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.165216
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt094556
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt094610
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt054
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt094610
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05105 SKYLINE DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MINNEAPOLIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055436
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0GRACE TIMMONS
IRS990PF/StatementsRegardingActyGrp/PhoneNum06516336084
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt223000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt444000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE MONEY FOR OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROVIDE MONEY FOR OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROVIDE MONEY FOR OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROVIDE MONEY FOR OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROVIDE MONEY FOR OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0BASILICA OF ST MARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1THE ROSE ENSEMBLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2ST CATHERINE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3CRISTO REY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4ST JOHN THE BAPTIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt088 N 17TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1LANDMARK CENTER 75 5TH ST W
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22004 RANDOLPH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32924 4th Ave S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4835 2nd Ave NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ST PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4New Brighton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd255105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd355408
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd455112
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt092000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt090675
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03935
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03935
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt094610
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03935
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03935
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt090675
OtherDecreasesSchedule/OtherDecreasesDetail/Amt092000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CONTRIBUTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12
TaxesSchedule/TaxesDetail/Amt01335
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX PAID ON NET INVESTMENT
TaxesSchedule/TaxesDetail/CategoryTxt1STATE OF MN FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01335
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt125
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GRACE K TIMMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FILIA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FILI
ReturnHeader/Filer/EIN0411765500
ReturnHeader/Filer/PhoneNum06126190301
ReturnHeader/Filer/USAddress/AddressLine1Txt05580 SHORE RD
ReturnHeader/Filer/USAddress/CityNm0EXCESIOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055331
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROR Tax Professionals
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04500 Park Glen Rd Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Minneapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055416
ReturnHeader/PreparerPersonGrp/PhoneNum06128227177
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matthew Pagel EA
ReturnHeader/ReturnTs02018-02-06T07:23:35-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,038,343
Liabilities
$0
Net assets
$4,038,343
Revenue
$5,430
Expenses
$2,610
Net income
$2,820
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.31$0.22$0.10
2020Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.33$0.12$0.21
2019Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$0.19$0.11$0.08
2018Detailed filing. Detailed filing data is available for this year.$8.04$0.00$8.04$0.15$0.10$0.06
2017Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.01$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.00$0.00$0.00
2015Summary only. Only limited summary data is available for this year.$0.87$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.41$0.00$0.04$0.02$0.03
2013Summary only. Only limited summary data is available for this year.$0.39$0.00$0.00$0.01$0.01
2012Summary only. Only limited summary data is available for this year.$0.29$0.00$0.04$0.01$0.03
2011Summary only. Only limited summary data is available for this year.$0.19$0.00$0.00$0.01$0.01