Civic Intelligence

Stablish Foundation

EIN 41-1801039 • 501(c)3 • Mendota Heights, MN

Profile

Manage funds for charitable remainder trusts and donor advised funds with respect to charitable giving

750 Main StreetMendota Heights, MN 55118

www.stablish.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

36th percentile

0.08x

Higher debt load relative to assets than 36% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

86th percentile

1.54x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

9th percentile

-27%

Higher net margin than 9% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

57th percentile

7.1%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-74%

Faster revenue growth than 2% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$15,972,769

Up $1,057,569 (+7.1%) from 2022

Liabilities

Down

$1,255,308

Down $8,652 (-0.7%) from 2022

Net Assets

Up

$14,717,461

Up $1,066,221 (+7.8%) from 2022

Operations
Liabilities / Revenue86th percentileNet Margin9th percentile

Revenue

Down

$816,200

Down $2,383,269 (-74%) from 2022

Expenses

Down

$1,037,547

Down $118,464 (-10%) from 2022

Net Income

Down

-$221,347

Down $2,264,805 (-111%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2010: $10,503,031Liabilities 2010: $2,050,499Net Assets 2010: $8,452,5322010Assets 2011: $10,452,456Liabilities 2011: $1,965,701Net Assets 2011: $8,486,7552011Assets 2012: $12,293,120Liabilities 2012: $1,871,580Net Assets 2012: $10,421,5402012Assets 2013: $12,931,248Liabilities 2013: $1,733,604Net Assets 2013: $11,197,6442013Assets 2014: $15,087,785Liabilities 2014: $1,651,528Net Assets 2014: $13,436,2572014Assets 2015: $14,449,031Liabilities 2015: $1,491,016Net Assets 2015: $12,958,0152015Assets 2016: $13,758,609Liabilities 2016: $1,187,428Net Assets 2016: $12,571,1812016Assets 2017: $14,720,489Liabilities 2017: $1,319,023Net Assets 2017: $13,401,4662017Assets 2018: $13,673,274Liabilities 2018: $1,130,057Net Assets 2018: $12,543,2172018Assets 2019: $15,091,554Liabilities 2019: $1,190,748Net Assets 2019: $13,900,8062019Assets 2020: $15,545,359Liabilities 2020: $1,068,331Net Assets 2020: $14,477,0282020Assets 2021: $16,123,533Liabilities 2021: $1,441,192Net Assets 2021: $14,682,3412021Assets 2022: $14,915,200Liabilities 2022: $1,263,960Net Assets 2022: $13,651,2402022Assets 2023: $15,972,769Liabilities 2023: $1,255,308Net Assets 2023: $14,717,4612023

Highlighted filing

2023

Assets$15,972,769
Liabilities$1,255,308
Net Assets$14,717,461
Open 2023 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $2,832,929Expenses 2010: $432,381Net Income 2010: $2,400,5482010Revenue 2011: $1,036,285Expenses 2011: $546,350Net Income 2011: $489,9352011Revenue 2012: $1,641,196Expenses 2012: $637,491Net Income 2012: $1,003,7052012Revenue 2013: $655,527Expenses 2013: $788,486Net Income 2013: -$132,9592013Revenue 2014: $3,261,761Expenses 2014: $834,609Net Income 2014: $2,427,1522014Revenue 2015: $674,753Expenses 2015: $956,921Net Income 2015: -$282,1682015Revenue 2016: $591,860Expenses 2016: $1,243,093Net Income 2016: -$651,2332016Revenue 2017: $931,583Expenses 2017: $952,803Net Income 2017: -$21,2202017Revenue 2018: $1,900,510Expenses 2018: $1,107,896Net Income 2018: $792,6142018Revenue 2019: $714,721Expenses 2019: $1,075,687Net Income 2019: -$360,9662019Revenue 2020: $304,508Expenses 2020: $969,839Net Income 2020: -$665,3312020Revenue 2021: $2,900,517Expenses 2021: $1,250,643Net Income 2021: $1,649,8742021Revenue 2022: $3,199,469Expenses 2022: $1,156,011Net Income 2022: $2,043,4582022Revenue 2023: $816,200Expenses 2023: $1,037,547Net Income 2023: -$221,3472023

Highlighted filing

2023

Revenue$816,200
Expenses$1,037,547
Net Income-$221,347
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,972,769
Liabilities
$1,255,308
Net assets
$14,717,461
Revenue
$816,200
Expenses
$1,037,547
Net income
-$221,347
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$16.0$1.26$14.7$0.82$1.04$0.22
2022Detailed filing. Detailed filing data is available for this year.$14.9$1.26$13.7$3.20$1.16$2.04
2021Detailed filing. Detailed filing data is available for this year.$16.1$1.44$14.7$2.90$1.25$1.65
2020Detailed filing. Detailed filing data is available for this year.$15.5$1.07$14.5$0.30$0.97$0.67
2019Summary only. Only limited summary data is available for this year.$15.1$1.19$13.9$0.71$1.08$0.36
2018Summary only. Only limited summary data is available for this year.$13.7$1.13$12.5$1.90$1.11$0.79
2017Summary only. Only limited summary data is available for this year.$14.7$1.32$13.4$0.93$0.95$0.02
2016Summary only. Only limited summary data is available for this year.$13.8$1.19$12.6$0.59$1.24$0.65
2015Summary only. Only limited summary data is available for this year.$14.4$1.49$13.0$0.67$0.96$0.28
2014Summary only. Only limited summary data is available for this year.$15.1$1.65$13.4$3.26$0.83$2.43
2013Summary only. Only limited summary data is available for this year.$12.9$1.73$11.2$0.66$0.79$0.13
2012Summary only. Only limited summary data is available for this year.$12.3$1.87$10.4$1.64$0.64$1.00
2011Summary only. Only limited summary data is available for this year.$10.5$1.97$8.49$1.04$0.55$0.49
2010Summary only. Only limited summary data is available for this year.$10.5$2.05$8.45$2.83$0.43$2.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 26, 2024
Return Version
2023v5.1
Gross Receipts
$816,200
Mission and Program Overview

Mission

Manage funds for charitable remainder trusts and donor advised funds with respect to charitable giving

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,612,431$15,730,681▲ $1,118,250
Prepaid Expenses and Deferred Charges$119,807$117,548▼ $2,259
Cash and Non-Interest-Bearing Accounts$154,099$113,292▼ $40,807
Accounts Receivable$28,863$11,248▼ $17,615
Total Assets$14,915,200$15,972,769▲ $1,057,569
Liabilities
Other Liabilities$1,263,935$1,252,944▼ $10,991
Accounts Payable and Accrued Expenses$25$2,364▲ $2,339
Total Liabilities$1,263,960$1,255,308▼ $8,652
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,904,538$14,081,633▲ $1,177,095
Net Assets With Donor Restrictions$746,702$635,828▼ $110,874
Total Net Assets Fund Balance$13,651,240$14,717,461▲ $1,066,221
Total Liabilities and Net Assets / Fund Balance$14,915,200$15,972,769▲ $1,057,569
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Amy HafenbrackExecutive DirectorPT$59,440$59,440
Paul DingerDirector-$1,000$1,000
Gene KuppenbenderDirector-$800$800
Ruth DahlDirector-$800$800
Holly Callen HamiltonDirector-$700$700
Greg AlbersDirector-$300$300

Board Members and Trustees

NameTitle
Keith WitterBoard Chair
Revenue and Support

Revenue Composition

Contributions and Grants
$240,650
Program Service Revenue
$0
Investment Income
$383,878
Other Revenue
$191,672
All Other Contributions
$240,650
Change in Net Assets
$-221,347
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$644,995
Other Expenses$313,022
Salaries, Compensation, and Employee Benefits$79,530
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$644,995--$644,995
Other Expenses$205,423$0$0$205,423
Current Officers, Directors, Trustees, and Key Employees$59,440$0$0$59,440
Office Expenses$22,100$0$0$22,100
Fees for Services Accounting$14,510$0$0$14,510
Other Salaries and Wages$8,821$0$0$8,821
Insurance$6,435$0$0$6,435
Payroll Taxes$5,222$0$0$5,222
Other Employee Benefits$4,070$0$0$4,070
Pension Plan Contributions$1,977$0$0$1,977
Total Functional Expenses$1,037,547$0$0$1,037,547
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Macalester CollegeSt Paul, MN-Donation$66,603
Mayo ClinicRochester, MN-Donation$66,603
School Sisters of Note DameMankato, MN-Donation$47,171
ST STEPHEN'S LUTHERAN CHURCHBloomington, MN-Donation$24,219
Mn State University MankatoMankzto, MN-Donation$22,201
Camp OdyainStillwater, MN-Donation$21,000
Concordia CollegeMoorhead, MN-Donation$20,000
Masonic Cancer CenterMinneapolis, MN-Donation$20,000
St Olaf CollegeNorthfield, MN-Donation$20,000
Augustana Lutheran ChurchSouth St Paul, MN-Donation$15,000
Luther SeminarySaint Paul, MN-Donation$15,000
St Paul Chamber OrchestraSt Paul, MN-Donation$12,500
American Refugee CommitteeMinneapolis, MN-Donation$10,000
Learn Ability NetworkMinneapolis, MN-Donation$10,000
Lutheran Social ServicesSaint Paul, MN-Donation$10,000
Tanzania Health DevelopmentMinneapolis, MN-Donation$10,000
United WayMinneapolis, MN-Donation$10,000
Univ of Mn FoundationMinneapolis, MN-Donation$10,000
Eagle Grove Area Dollar for ScholarsEagle Grove, IA-Donation$8,711
Iowa Central Comm CollegeFort Dodge, IA-Donation$8,711
Mount St Mary High SchoolOklahoma City, OK-Donation$7,800
Community of Saints SchoolSaint Paul, MN-Donation$7,500
Sodakota State UnivBrookings, SD-Donation$6,706
Ball State UniversityMuncie, IN-Donation$6,227
Chatfield Public SchoolsChatfield, MN-Donation$6,000
Forest City United MethodistForest City, IA-Donation-
Minneapolis Heart InstitueMinneapolis, MN-Donation-
World Food Program USAWashington, DC-Donation-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Others$1,252,944
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Stablish Foundation
EIN
41-1801039
Phone
9528549188
Address
750 MAIN STREET, MENDOTA HEIGHTS, MN 55118

Signing Officer

Name
Amy Hafenbrack
Title
Executive Director
Phone
9528549188
Signed
2024-11-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Hafenbrack
Formed
1995
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
6
Employees
2
Volunteers
0

Preparer

Firm
Boyer & Company
Address
14500 Burnhaven Drive Ste 135, BURNSVILLE, MN 55306
Preparer
Kelly Loose
Phone
9524353437
Supplemental Narrative

Additional Explanations

Pt XI

“Change in split interest agreements”

Pt VI, Line 11B

“Executive director and board chair review tax returns”

Pt VI, Line 12C

“Reviewed periodically by exec director and board chair”

Pt VI, Line 19

“BY REQUEST”

Pt VI, Line 2

“K. Witter and a. Hafenbrack have a family relationship”

Financial Statement Notes

Pt II, Line 9

“The organization has no conservation easements”

Pt XI, Line 2D

“Change in split interest agreements”

Raw XML AppendixShowing 400 of 636 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS NO CONSERVATION EASEMENTS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN SPLIT INTEREST AGREEMENTS
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AUGUSTANA LUTHERAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MACALESTER COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2MAYO CLINIC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3ST PAUL CHAMBER ORCHESTRA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4MN STATE UNIVERSITY MANKATO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5SCHOOL SISTERS OF NOTE DAME
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6ST STEPHEN'S LUTHERAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7EAGLE GROVE AREA DOLLAR FOR SCHOLARS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8UNITED WAY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9IOWA CENTRAL COMM COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10ST OLAF COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11CAMP ODYAIN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12CONCORDIA COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13LUTHERAN SOCIAL SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt14MASONIC CANCER CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt15UNIV OF MN FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt16SODAKOTA STATE UNIV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt17BALL STATE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt18COMMUNITY OF SAINTS SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt19LEARN ABILITY NETWORK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt20LUTHER SEMINARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt21TANZANIA HEALTH DEVELOPMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt22MOUNT ST MARY HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt23CHATFIELD PUBLIC SCHOOLS

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