Civic Intelligence

G & D Peterson Foundation

990PF • Fiscal year 2020 • EIN 41-1866420

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 14, 2021

CO B Newman 50 S 6th St No 1500Minneapolis, MN 55402

(612) 343-2187

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

7th percentile

-188%

Higher net margin than 7% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

32nd percentile

-6.0%

Faster asset growth than 32% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

46th percentile

-18%

Faster revenue growth than 46% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$274,065

Down $17,382 (-6.0%) from 2019

Net Assets

$274,065

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$9,277

Down $2,017 (-18%) from 2019

Expenses

Down

$26,680

Down $13,920 (-34%) from 2019

Net Income

Up

-$17,403

Up $11,903 (+41%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $462,974Liabilities 2011: $02011Assets 2012: $423,269Liabilities 2012: $02012Assets 2013: $389,854Liabilities 2013: $02013Assets 2014: $371,529Liabilities 2014: $02014Assets 2015: $345,237Liabilities 2015: $02015Assets 2019: $291,447Liabilities 2019: $02019Assets 2020: $274,065Liabilities 2020: $0Net Assets 2020: $274,0652020Assets 2021: $278,880Liabilities 2021: $0Net Assets 2021: $278,8802021Assets 2022: $271,315Liabilities 2022: $0Net Assets 2022: $271,3152022Assets 2023: $263,884Liabilities 2023: $0Net Assets 2023: $263,8842023Assets 2024: $218,437Liabilities 2024: $0Net Assets 2024: $218,4372024

Highlighted filing

2020

Assets$274,065
Liabilities$0
Net Assets$274,065

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $43,600Expenses 2011: $3,506Net Income 2011: $40,0942011Revenue 2012: $26,591Expenses 2012: $66,295Net Income 2012: -$39,7042012Revenue 2013: $33,151Expenses 2013: $66,563Net Income 2013: -$33,4122013Revenue 2014: $42,730Expenses 2014: $61,045Net Income 2014: -$18,3152014Revenue 2015: $26,249Expenses 2015: $52,551Net Income 2015: -$26,3022015Revenue 2019: $11,294Expenses 2019: $40,600Net Income 2019: -$29,3062019Revenue 2020: $9,277Expenses 2020: $26,680Net Income 2020: -$17,4032020Revenue 2021: $32,864Expenses 2021: $26,545Net Income 2021: $6,3192021Revenue 2022: $19,939Expenses 2022: $27,504Net Income 2022: -$7,5652022Revenue 2023: $7,978Expenses 2023: $15,389Net Income 2023: -$7,4112023Revenue 2024: $15,684Expenses 2024: $60,812Net Income 2024: -$45,1282024

Highlighted filing

2020

Revenue$9,277
Expenses$26,680
Net Income-$17,403
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 14, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD PETERSONTrustee-$0--
DONNA PETERSONTrustee-$0--
BARRY NEWMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
G & D Peterson Foundation
EIN
41-1866420
Phone
6123432187
Address
CO B NEWMAN 50 S 6TH ST NO 1500, MINNEAPOLIS, MN 55402

Signing Officer

Name
Barry Newman
Title
Trustee
Phone
6123432187
Signed
2021-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Dorsey & Whitney Llp
Address
50 S 6TH ST STE 1500, MINNEAPOLIS, MN 55402
Preparer
Barry Newman
Phone
6123402600
Raw XML Appendix362 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HAMLINE UNIVERSITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MAYO CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5THE EDUCATION FOUNDATION OF THE FOREST LAKE AREA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01536 HEWITT AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11536 HEWITT AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24602 HOOMANA RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3111 BROADWAY 19TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4200 FIRST STREET SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt56100 N 210TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LIHUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5FOREST LAKE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd296766
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd555025
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014380
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014380
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018766
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt027855
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt035235
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt027031
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt024711
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt024711
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0115532
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06645
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018766
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt027855
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt035235
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt027031
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021025
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06645
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0140243
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0133598
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02455
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13200
OtherIncreasesSchedule/OtherIncreasesDetail/Amt021
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR YEAR BASIS ADJUSTMENT
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARRY NEWMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06123432187
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0G & D PETERSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0G&DP
ReturnHeader/Filer/EIN0411866420
ReturnHeader/Filer/PhoneNum06123432187
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO B NEWMAN 50 S 6TH ST NO 1500
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055402
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410223337
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DORSEY & WHITNEY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 S 6TH ST STE 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055402
ReturnHeader/PreparerPersonGrp/PhoneNum06123402600
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY NEWMAN
ReturnHeader/ReturnTs02021-11-15T11:59:48-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NEWMAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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