Civic Intelligence

Filia Foundation

990PF • Fiscal year 2020 • EIN 41-1765500

Oct 01, 2019 to Sep 30, 2020 • Filed on Nov 12, 2021

Organization Profile
5105 Skyline DrMinneapolis, MN 55436

(612) 619-0301

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

91st percentile

65%

Higher net margin than 91% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

54th percentile

5.4%

Faster asset growth than 54% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

74%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$6,964,018

Up $358,774 (+5.4%) from 2019

Net Assets

Up

$6,964,018

Up $358,774 (+5.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin91st percentile

Revenue

Up

$329,680

Up $139,819 (+74%) from 2019

Expenses

Up

$116,550

Up $4,929 (+4.4%) from 2019

Net Income

Up

$213,130

Up $134,890 (+172%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2020

Assets$6,964,018
Liabilities$0
Net Assets$6,964,018
Open 2020 Filing

Operations Trend

Revenue Growth90th 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

2020

Revenue$329,680
Expenses$116,550
Net Income$213,130
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Nov 12, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK R SHAWDirector/Pres-$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
5105 SKYLINE DR, MINNEAPOLIS, MN 55436

Signing Officer

Name
Grace K Timmons
Title
Treasurer
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Peterson Beyenhof & Zahler LTD
Address
6451 Sycamore Ct N, Maple Grove, MN 55369
Preparer
David Beyenhof
Phone
7635457110
Raw XML Appendix350 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0830437
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt161693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt259204
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2MEDTRONIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3PEPSICO INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt223018
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/MethodOfAccountingCashInd0X
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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/PRES
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt39230 11TH AVE S
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt096250
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03935
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0328356
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0116550
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0111621
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt096250
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03935
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0116550
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0116550
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0211806
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0115000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 FORM 1041
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt033697
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt036818
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0260644
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GRACE K TIMMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FILIA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FILI
ReturnHeader/Filer/EIN0411765500
ReturnHeader/Filer/PhoneNum06126190301
ReturnHeader/Filer/USAddress/AddressLine1Txt05105 SKYLINE DR
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055436
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411706837
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Peterson Beyenhof & Zahler LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06451 Sycamore Ct N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Maple Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055369
ReturnHeader/PreparerPersonGrp/PhoneNum07635457110
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID BEYENHOF
ReturnHeader/ReturnTs02021-11-12T09:54:43-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,964,018
Liabilities
$0
Net assets
$6,964,018
Revenue
$329,680
Expenses
$116,550
Net income
$213,130
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