Civic Intelligence

The Olseth Foundation DBA the Olseth Family Foundation

990PF • Fiscal year 2020 • EIN 41-1875950

Jan 01, 2020 to Dec 31, 2020 • Filed on May 17, 2021

Organization Profile
601 Carlson Parkway Suite 1050Minnetonka, MN 55305

(612) 267-3287

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

4th percentile

-173%

Higher net margin than 4% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

36th percentile

$95,000

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 17.5% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

15th percentile

-4.1%

Faster asset growth than 15% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-21%

Faster revenue growth than 22% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$21,824,988

Down $939,080 (-4.1%) from 2019

Net Assets

$21,824,988

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin4th percentile

Revenue

Down

$541,851

Down $145,289 (-21%) from 2019

Expenses

Up

$1,480,340

Up $43,570 (+3.0%) from 2019

Net Income

Down

-$938,489

Down $188,859 (-25%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$30M$20M$10M$0Assets 2011: $662,731Liabilities 2011: $02011Assets 2012: $1,281,439Liabilities 2012: $02012Assets 2013: $1,311,299Liabilities 2013: $02013Assets 2014: $2,374,536Liabilities 2014: $02014Assets 2015: $16,348,385Liabilities 2015: $02015Assets 2019: $22,764,068Liabilities 2019: $02019Assets 2020: $21,824,988Liabilities 2020: $0Net Assets 2020: $21,824,9882020Assets 2021: $21,271,180Liabilities 2021: $0Net Assets 2021: $21,271,1802021Assets 2022: $19,429,822Liabilities 2022: $0Net Assets 2022: $19,429,8222022Assets 2023: $19,037,022Liabilities 2023: $0Net Assets 2023: $19,037,0222023Assets 2024: $18,501,055Liabilities 2024: $0Net Assets 2024: $18,501,0552024

Highlighted filing

2020

Assets$21,824,988
Liabilities$0
Net Assets$21,824,988
Open 2020 Filing

Operations Trend

Revenue Growth22nd percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $483,248Expenses 2011: $90,482Net Income 2011: $392,7662011Revenue 2012: $770,078Expenses 2012: $151,370Net Income 2012: $618,7082012Revenue 2013: $161,441Expenses 2013: $132,101Net Income 2013: $29,3402013Revenue 2014: $149,458Expenses 2014: $236,391Net Income 2014: -$86,9332014Revenue 2015: $13,871,286Expenses 2015: $790,383Net Income 2015: $13,080,9032015Revenue 2019: $687,140Expenses 2019: $1,436,770Net Income 2019: -$749,6302019Revenue 2020: $541,851Expenses 2020: $1,480,340Net Income 2020: -$938,4892020Revenue 2021: $1,153,317Expenses 2021: $1,707,543Net Income 2021: -$554,2262021Revenue 2022: -$292,385Expenses 2022: $1,546,795Net Income 2022: -$1,839,1802022Revenue 2023: $1,150,660Expenses 2023: $1,542,945Net Income 2023: -$392,2852023Revenue 2024: $1,099,158Expenses 2024: $1,635,075Net Income 2024: -$535,9172024

Highlighted filing

2020

Revenue$541,851
Expenses$1,480,340
Net Income-$938,489
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN L SOLOMONTreasurerPT$95,000-$95,000
CHERYL A OLSETHPresidentPT$95,000-$95,000
JON P OLSETHVice-President/SecretaryPT$94,996-$94,996
MARGARET CRONINAdministrative Officer-$0--
Filing and Contact Details

Filer

Filer Name
The Olseth Foundation
EIN
41-1875950
Phone
6122673287
Address
601 CARLSON PARKWAY SUITE 1050, MINNETONKA, MN 55305

Signing Officer

Name
Cheryl Olseth
Title
President
Phone
6122673287
Signed
2021-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
50 SOUTH SIXTH STREET, MINNEAPOLIS, MN 55402
Preparer
Katherine Poppen
Phone
6123974000
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART IX-A, LINE 1
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0SUMMARY OF DIRECT CHARITABLE ACTIVITY
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1CHARITABLE MISSION OF THE OLSETH FOUNDATION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE OLSETH FOUNDATION CONTINUED TO ENGAGE IN SEVERAL DIRECT CHARITABLE ACTIVITIES DURING THE YEAR 2020. IN-PERSON EVENTS AND ACTIVITIES WERE LIMITED DUE TO COVID-19, BUT THE FOUNDATION WAS STILL ABLE TO DIRECTLY SUPPORT ITS MISSION THROUGH CHARITABLE ACTIVITIES AND VIRTUAL EVENTS. A SIGNIFICANT DIRECT CHARITABLE ACTIVITY LEAD BY FOUNDATION BOARD MEMBER/OFFICER JON OLSETH WAS AN INAUGURAL RECHARGE MINNESOTA RECOGNITION EVENT HELD ON SEPTEMBER 22, 2020 TO ACKNOWLEDGE ORGANIZATIONS IN MINNESOTA WHO HAVE EACH PLEDGED TO TAKE POSITIVE ACTIONS RELATED TO ELECTRIC VEHICLES THAT FIT THEIR CIRCUMSTANCE AND SHARE THEIR EXPERIENCES TO HELP OTHERS LEARN. MORE INFORMATION REGARDING RECHARGE MINNESOTA AND THE RECOGNITION EVENT IS LOCATED HERE: HTTPS://WWW.RECHARGE-MINNESOTA.ORG. THIS RECOGNITION EVENT IS A MODEL THAT THE FOUNDATION IS HOPING TO BRING TO OTHER COMMUNITIES IN MINNESOTA AND THROUGHOUT THE UNITED STATES. IN ADDITION, THE FOUNDATION HAS CONTINUED TO DEVELOP PHILANTHROPIC, COMMUNITY, EDUCATIONAL, AND GOVERNMENTAL COLLABORATIONS DESIGNED TO BUILD AWARENESS OF THE ECONOMIC AND ENVIRONMENTAL BENEFITS OF ELECTRIC VEHICLES AND SUPPORT THE INFRASTRUCTURE THAT WILL ALLOW ELECTRIC VEHICLES TO BECOME MORE WIDELY ADOPTED. CHERYL OLSETH COMPLETED CLIMATE CHANGE EDUCATION TRAINING WITH CLIMATE REALITY PROJECT IN 2019 AND CONTINUES TO GIVE EDUCATIONAL PRESENTATIONS ON CLIMATE CHANGE TO LOCAL GROUPS.ANOTHER DIRECT CHARITABLE ACTIVITY OF THE FOUNDATION IN 2020 WAS A PARTNERSHIP BETWEEN THE FOUNDATION AND CENTRAL LAKE COLLEGE'S VERSE LIKE WATER PROGRAM TO DELIVER 1,000 COPIES OF POET LAUREATE JOY HARJO'S BOOK TO STUDENTS IN THE BRAINERD LAKES AREA OF MINNESOTA (HTTPS://WWW.BRAINERDDISPATCH.COM/ENTERTAINMENT/BOOKS/6750199-VERSE-LIKE-WATER-PRESENTS-U.S.-POET-LAUREATE-JOY-HARJO-IN-VIRTUAL-EVENT). THE FOUNDATION'S BOOK DISTRIBUTION WAS ACCOMPANIED BY A VIRTUAL POETRY READING EVENT FEATURING JOY HARJO.THESE DIRECT CHARITABLE ACTIVITIES FURTHER THE EXEMPT PURPOSES OF THE OLSETH FOUNDATION.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1THE CHARITABLE MISSION OF THE OLSETH FOUNDATION IS TO WORK TO IMPROVE OUR COMMUNITIES THROUGH SUPPORT OF THE ARTS, EDUCATION, THE ENVIRONMENT, AND THE UNDERSERVED. THE OLSETH FOUNDATION BOARD MEMBERS DEMONSTRATE THEIR COMMITMENT TO THE FOUR PILLARS OF THEIR MISSION THROUGH BOARD SERVICE AND COLLABORATION WITH OTHER CHARITABLE ORGANIZATIONS WHOSE CHARITABLE OBJECTIVES ARE SIMILAR IN FOCUS. BOARD MEMBERS OF THE OLSETH FOUNDATION SERVE AS BOARD MEMBERS OR ADVISORS OF WORLD WILDLIFE FUND (WWF), WWF NORTHERN GREAT PLAINS, PLANNED PARENTHOOD NORTH CENTRAL STATES, FRIENDS OF THE HENNEPIN COUNTY LIBRARY, CLIMATE GENERATION, AND RECHARGE AMERICA. THEY PROVIDE EDUCATIONAL TRAINING ON CLIMATE CHANGE TO GROUPS OF ALL AGES. IN PARTNERSHIP WITH THEIR GRANTEES, THEY AUTHOR ARTICLES ON ELECTRIC VEHICLE USE, FOOD INSECURITY AND RACIAL INJUSTICE. THEY ARE LEADERS IN THE EFFORT TO EXPAND THE ADOPTION OF ELECTRIC VEHICLES IN THE COMMUNITY OF MANKATO, THROUGHOUT THE STATE OF MINNESOTA, AND NATIONALLY. PLEASE VISIT WWW.OLSETHFAMILYFOUNDATION.ORG FOR MORE INFORMATION ABOUT THE CHARITABLE PARTNERSHIPS AND COLLABORATIONS OF THE OLSETH FOUNDATION.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0396667
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt091615
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt053569
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0541851
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0541851
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt024270
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt024270
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt075019
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0284996
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0284996
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0908000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0908000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0404962
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0396667
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-938489
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01208731
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt061853
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt053569
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt066000
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt066000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt091615
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0375436
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt08133
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0156171
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0164585
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt022322
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt010227
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt030443
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01315767
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0166398
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01480340
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0541834
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0541851
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0407767
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0166398
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0572340
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt02046
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01133712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt080942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-5923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt080942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-5923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt080942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11127789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0RBC FINANCIAL - CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt075019
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-938489
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0591
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt021825579
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt022764068
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt021824988
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01312372
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01312372
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01312372
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01317591
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05219
IRS990PF/DistributableAmountGrp/TotalTaxAmt05219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01438
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03800
IRS990PF/FMVAssetsEOYAmt030004923
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010064267
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt09607906
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt017049159
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt011070378
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt011029379
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt011768061
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt022764068
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt021824988
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01629423
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01187703
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01187703
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt022764068
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt021824988
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt030004923
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt022764068
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt021824988
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt022764068
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt021824988
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt026753118
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01299228
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt025453890
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0401297
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01317591
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt026351821
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt026753118
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0RBC CAPITAL MARKETS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1BRIDGEVIEW LEGAL ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0156452
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt166000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0WEALTH MANAGEMENT AND ADVISORY SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1ADVISORY SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0PO BOX 1510
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1601 CARLSON PARKWAY SUITE 1050
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1MINNETONKA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd055440
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd155305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt33.60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt095000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt194996
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt295000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KAREN L SOLOMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JON P OLSETH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHERYL A OLSETH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARGARET CRONIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE-PRESIDENT/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3ADMINISTRATIVE OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0601 CARLSON PARKWAY SUITE 1050
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1601 CARLSON PARKWAY SUITE 1050
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2601 CARLSON PARKWAY SUITE 1050
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3601 CARLSON PARKWAY SUITE 1050
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MINNETONKA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MINNETONKA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MINNETONKA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MINNETONKA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd055305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd155305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd255305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd355305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01315767
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01315767
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01315767
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd01

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$21,824,988
Liabilities
$0
Net assets
$21,824,988
Revenue
$541,851
Expenses
$1,480,340
Net income
-$938,489
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$1.10$1.64$0.54
2023Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$1.15$1.54$0.39
2022Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$0.29$1.55$1.84
2021Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$1.15$1.71$0.55
2020Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$0.54$1.48$0.94
2019Summary only. Only limited summary data is available for this year.$22.8$0.00$0.69$1.44$0.75
2015Summary only. Only limited summary data is available for this year.$16.3$0.00$13.9$0.79$13.1
2014Summary only. Only limited summary data is available for this year.$2.37$0.00$0.15$0.24$0.09
2013Summary only. Only limited summary data is available for this year.$1.31$0.00$0.16$0.13$0.03
2012Summary only. Only limited summary data is available for this year.$1.28$0.00$0.77$0.15$0.62
2011Summary only. Only limited summary data is available for this year.$0.66$0.00$0.48$0.09$0.39