Civic Intelligence

Filia Foundation

990PF • Fiscal year 2019 • EIN 41-1765500

Oct 01, 2018 to Sep 30, 2019 • Filed on Aug 17, 2020

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

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

4th percentile

-18%

Faster asset growth than 4% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

79th percentile

23%

Faster revenue growth than 79% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$6,605,244

Down $1,435,860 (-18%) from 2018

Net Assets

Down

$6,605,244

Down $1,435,860 (-18%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin86th percentile

Revenue

Up

$189,861

Up $35,147 (+23%) from 2018

Expenses

Up

$111,621

Up $15,371 (+16%) from 2018

Net Income

Up

$78,240

Up $19,776 (+34%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2019

Assets$6,605,244
Liabilities$0
Net Assets$6,605,244
Open 2019 Filing

Operations Trend

Revenue Growth79th 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

2019

Revenue$189,861
Expenses$111,621
Net Income$78,240
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Aug 17, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay30th 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
2020-08-17
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 Appendix361 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3MEDTRONIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4PEPSICO INC
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt337 SOUTH COLLEGE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42924 4th Ave S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52004 RANDOLPH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt63551 McKnight Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO Box 40553
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt82424 18TH AVE S
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03935
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0211806
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt096250
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03935
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0111621
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0100185
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02976
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0107270
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 FORM 1041
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt033697
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt036818
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0STATE OF MN FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GRACE K TIMMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-17
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/ReturnTs02020-08-17T16:25:42-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,605,244
Liabilities
$0
Net assets
$6,605,244
Revenue
$189,861
Expenses
$111,621
Net income
$78,240
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