Civic Intelligence

Filia Foundation

990PF • Fiscal year 2018 • EIN 41-1765500

Oct 01, 2017 to Sep 30, 2018 • Filed on Feb 14, 2019

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

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

84th percentile

38%

Higher net margin than 84% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

97th percentile

99%

Faster asset growth than 97% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

2749%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$8,041,104

Up $4,002,761 (+99%) from 2017

Net Assets

Up

$8,041,104

Up $4,002,761 (+99%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin84th percentile

Revenue

Up

$154,714

Up $149,284 (+2749%) from 2017

Expenses

Up

$96,250

Up $93,640 (+3588%) from 2017

Net Income

Up

$58,464

Up $55,644 (+1973%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2018

Assets$8,041,104
Liabilities$0
Net Assets$8,041,104
Open 2018 Filing

Operations Trend

Revenue Growth99th 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

2018

Revenue$154,714
Expenses$96,250
Net Income$58,464
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Feb 14, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay28th 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
2019-02-14
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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JULIA MCNAMARA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE MONEY FOR OPERATING EXPENSES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROVIDE MONEY FOR OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PROVIDE 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/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0BASILICA OF ST MARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1THE ROSE ENSEMBLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2ST JOHN THE BAPTIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3SISTERS OF ST BENEDICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4OUR LADY OF LOURDES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5COLLEGE OF ST BENEDICT'S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt088 N 17TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1LANDMARK CENTER 75 5TH ST W
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2835 2nd Ave NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3104 CHAPEL LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41 LOURDES PL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt537 SOUTH COLLEGE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2New Brighton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ST JOSEPH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ST JOSEPH
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/StateAbbreviationCd5MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd255112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd356374
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd455414
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd556374
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt095000
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03935
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0100185
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt096250
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03935
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt096250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt096250
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0100185
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03935
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt095000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CONTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc01099-R
OtherIncomeSchedule2/OtherIncomeDetail/Desc1K-1 FORM 1041
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt027796
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt094621
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt154050
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0STATE OF MN FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GRACE K TIMMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-14
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/PreparerFirmEIN0208008344
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/ReturnTs02019-02-14T16:04:46-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,041,104
Liabilities
$0
Net assets
$8,041,104
Revenue
$154,714
Expenses
$96,250
Net income
$58,464
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