Civic Intelligence

John K & Margaret a Ogren Foundation

EIN 41-1819638 • Stillwater, MN

PO Box 15Stillwater, MN 55082
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

94th percentile

75%

Higher net margin than 94% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

74th percentile

12%

Faster asset growth than 74% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

47%

Faster revenue growth than 78% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,610,212

Up $175,760 (+12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,610,212

Up $175,760 (+12%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin94th percentile

Revenue

Up

$235,560

Up $75,478 (+47%) from 2023

Expenses

Up

$57,776

Up $7,373 (+15%) from 2023

Net Income

Up

$177,784

Up $68,105 (+62%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $860,946Liabilities 2011: $02011Assets 2012: $873,752Liabilities 2012: $0Net Assets 2012: $873,7522012Assets 2013: $941,411Liabilities 2013: $0Net Assets 2013: $941,4112013Assets 2014: $966,297Liabilities 2014: $0Net Assets 2014: $966,2972014Assets 2015: $990,754Liabilities 2015: $0Net Assets 2015: $990,7542015Assets 2016: $1,033,807Liabilities 2016: $0Net Assets 2016: $1,033,8072016Assets 2017: $1,078,571Liabilities 2017: $0Net Assets 2017: $1,078,5712017Assets 2018: $2,102,015Liabilities 2018: $0Net Assets 2018: $2,102,0152018Assets 2019: $1,335,630Liabilities 2019: $0Net Assets 2019: $1,335,6302019Assets 2020: $1,120,090Liabilities 2020: $0Net Assets 2020: $1,120,0902020Assets 2021: $1,230,321Liabilities 2021: $0Net Assets 2021: $1,230,3212021Assets 2022: $1,327,663Liabilities 2022: $0Net Assets 2022: $1,327,6632022Assets 2023: $1,434,452Liabilities 2023: $0Net Assets 2023: $1,434,4522023Assets 2024: $1,610,212Liabilities 2024: $0Net Assets 2024: $1,610,2122024

Highlighted filing

2024

Assets$1,610,212
Liabilities$0
Net Assets$1,610,212
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $307,256Expenses 2011: $283,235Net Income 2011: $24,0212011Expenses 2012: $116,7572012Revenue 2013: $116,167Expenses 2013: $61,362Net Income 2013: $54,8052013Revenue 2014: $95,709Expenses 2014: $66,048Net Income 2014: $29,6612014Revenue 2015: $88,311Expenses 2015: $60,865Net Income 2015: $27,4462015Revenue 2016: $92,899Expenses 2016: $46,900Net Income 2016: $45,9992016Revenue 2017: $118,729Expenses 2017: $68,898Net Income 2017: $49,8312017Revenue 2018: $1,113,263Expenses 2018: $79,079Net Income 2018: $1,034,1842018Revenue 2019: $82,784Expenses 2019: $849,169Net Income 2019: -$766,3852019Revenue 2020: $41,803Expenses 2020: $246,876Net Income 2020: -$205,0732020Revenue 2021: $181,381Expenses 2021: $71,150Net Income 2021: $110,2312021Revenue 2022: $171,125Expenses 2022: $67,933Net Income 2022: $103,1922022Revenue 2023: $160,082Expenses 2023: $50,403Net Income 2023: $109,6792023Revenue 2024: $235,560Expenses 2024: $57,776Net Income 2024: $177,7842024

Highlighted filing

2024

Revenue$235,560
Expenses$57,776
Net Income$177,784
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,610,212
Liabilities
$0
Net assets
$1,610,212
Revenue
$235,560
Expenses
$57,776
Net income
$177,784
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.24$0.06$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.16$0.05$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.17$0.07$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.18$0.07$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.04$0.25$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.08$0.85$0.77
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.00$2.10$1.11$0.08$1.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.12$0.07$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.09$0.05$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.09$0.06$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.10$0.07$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.12$0.06$0.05
2012Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.12
2011Summary only. Only limited summary data is available for this year.$0.86$0.00$0.31$0.28$0.02
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 4, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK J OGRENVice President-$0--
CHRISTOPHER R OGRENVice President-$0--
STEPHEN C OGRENSecretary-$0--
ERIK W OGRENTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
John K & Margaret a Ogren Foundation
EIN
41-1819638
Phone
6514395755
Address
PO BOX 15, STILLWATER, MN 55082

Signing Officer

Name
Mark Ogren
Title
Vice President
Phone
6514395755
Signed
2022-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
227 WEST FIRST STREET SUITE 700, DULUTH, MN 55802
Preparer
Julie Boyer
Phone
2187275025
Raw XML AppendixShowing 400 of 681 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/StockNm29CALAMOS DYNAMIC CONVERTIBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CION INVT CORP COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49GENTHERM INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51GLOBAL SHIP LEASE INC 8.0%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52GREEN BRICK PARTNERS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68ORACLE CORP COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82E W SCRIPPS CO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt08867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt115741
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24386
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35527
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt43239
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AGNC INVT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ARBOR RLTY TR INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt09550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt138380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24050
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43572
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt055007
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0125655
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0717
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt02
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0181381
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0181381
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01428
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01428
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02856
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0125655
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt046990
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt046990
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt055007
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt055007
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0110231
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0327941
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0717
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0717
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0125655
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0158729
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt080
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt080
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt021084
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt021084
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0140
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0140
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt048498
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt022652
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt071150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0181381
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0181381
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01508
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt022652
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt024160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0202286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0125655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0125655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0327941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF PUBLICLY TRADED STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0125655
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0110231
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01230321
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01120090
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01230321
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0107086
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0107086
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0107086
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0109292
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02206
IRS990PF/DistributableAmountGrp/TotalTaxAmt02206
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01206
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02206
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02206
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02206
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01206
IRS990PF/FMVAssetsEOYAmt02412479
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00

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