Civic Intelligence

The Olseth Foundation DBA the Olseth Family Foundation

990PF • Fiscal year 2021 • EIN 41-1875950

Jan 01, 2021 to Dec 31, 2021 • Filed on May 11, 2022

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.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

6th percentile

-48%

Higher net margin than 6% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

37th percentile

$96,900

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

15th percentile

-2.5%

Faster asset growth than 15% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

113%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$21,271,180

Down $553,808 (-2.5%) from 2020

Net Assets

Down

$21,271,180

Down $553,808 (-2.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin6th percentile

Revenue

Up

$1,153,317

Up $611,466 (+113%) from 2020

Expenses

Up

$1,707,543

Up $227,203 (+15%) from 2020

Net Income

Up

-$554,226

Up $384,263 (+41%) from 2020

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

2021

Assets$21,271,180
Liabilities$0
Net Assets$21,271,180
Open 2021 Filing

Operations Trend

Revenue Growth85th 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

2021

Revenue$1,153,317
Expenses$1,707,543
Net Income-$554,226
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 11, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN L SOLOMONTreasurerPT$96,900-$96,900
JON P OLSETHVice-President/SecretaryPT$96,900-$96,900
CHERYL A OLSETHPresidentPT$96,900-$96,900
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
2022-05-11
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 2021. LED BY BOARD MEMBER/OFFICER JON OLSETH, THE OLSETH FOUNDATION HAS BEEN ACTIVELY ENGAGED WITH THE WORK OF RECHARGE AMERICA (HTTPS://WWW.RECHARGE-MINNESOTA.ORG) SINCE ITS INCEPTION. THE MISSION OF RECHARGE AMERICA IS TO ACCELERATE THE ADOPTION OF ELECTRIC VEHICLES (EV) AND SUPPORT EXPANDED INFRASTRUCTURE DEVELOPMENT THROUGH THE UTILIZATION OF HIGH-IMPACT COMMUNITY ENGAGEMENT. IN 2018, MINNESOTA STATE UNIVERSITY HOSTED THE FIRST ANNUAL RECHARGE RIDE & DRIVE EVENT IN MANKATO, MINNESOTA, GATHERING SUPPORT FOR EV ADOPTION FROM A WIDE VARIETY OF COMMUNITY STAKEHOLDERS. SINCE THE FIRST EVENT, RECHARGE EXPANDED IN 2021 TO INCLUDE: A MINNESOTA STATE-WIDE RECOGNITION PROGRAM, ADDITIONAL FOUNDATION SUPPORT FROM THE MCKNIGHT FOUNDATION, CAROLYN FOUNDATION, MORGAN FAMILY FOUNDATION, FORMATION OF STRATEGIC PROGRAMMING PARTNERSHIPS (FRESH ENERGY; THE INITIATIVE FOUNDATION, THE MANKATO FOUNDATION, AND NORTHFIELD SHARES), AND THE SCHEDULING OF FUTURE EVENTS IN MINNESOTA, SOUTHERN ILLINOIS, AND MASSACHUSETTS. EACH EV EXPO PROVIDES ATTENDEES WITH THE OPPORTUNITY TO VIEW AND TEST DRIVE ELECTRIC VEHICLES, EXPLORE CHARGING OPTIONS, AND SPEAK WITH EV OWNERS IN THEIR COMMUNITY. THE SUCCESS OF THE OLSETH FOUNDATION'S RECHARGE MANKATO PROGRAMMING HAS PAVED THE WAY FOR OPPORTUNITIES TO SHOWCASE EVS IN OTHER COMMUNITIES, SUCH AS THE RECHARGE NORTHFIELD EVENT HELD IN OCTOBER 2021 IN NORTHFIELD, MINNESOTA AND THE SPRING 2022 RECHARGE ST. CLOUD EV EXPO IN ST. CLOUD, MINNESOTA (HTTPS://WWW.RECHARGE-MINNESOTA.ORG/RECHARGE-ST-CLOUD-EXPO/). THE RECHARGE NORTHFIELD EVENT KICKED OFF WITH A COMMUNITY ADDRESS FROM NORTHFIELD'S MAYOR, THE EXECUTIVE DIRECTOR FOR NORTHFIELD SHARES, AND THE SUSTAINABILITY PROGRAM COORDINATOR FOR THE CITY OF NORTHFIELD, THE NORTHFIELD ROTARY CLIMATE ACTION TEAM, AND SEVERAL FOUNDATION REPRESENTATIVES. ORANGE EV DISPLAYED AN ELECTRIC TRANSPORT TRUCK AT THE EVENT AND XCEL ENERGY PROVIDED INFORMATION ON AT-HOME AND PUBLIC CHARGING OPTIONS. A SHOWCASE OF LOCAL EV OWNERS' EVS WERE ON DISPLAY AND ATTENDEES HAD THE OPPORTUNITY TO TEST DRIVE A TESLA AND A POLESTAR EV. FARMSTEAD BIKES JOINED THE EVENT AND SHOWED OFF THEIR LINE OF ELECTRIC BIKES.IN KEEPING WITH THIS ENVIRONMENTAL FOCUS, CHERYL OLSETH COMPLETED CLIMATE CHANGE EDUCATION TRAINING WITH CLIMATE REALITY PROJECT IN 2019 AND CONTINUED TO GIVE EDUCATIONAL PRESENTATIONS ON CLIMATE CHANGE TO LOCAL GROUPS IN 2021.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. IN 2021, THE OLSETH FOUNDATION ENGAGED IN A REFRAMING OF ITS CHARITABLE ACTIVITIES AROUND FIVE INITIATIVES THAT ALIGN DIRECTLY WITH ITS MISSION, INCLUDING: SPECIES CONSERVATION, CARBON REDUCTION AND CLEAN ENERGY, ENGENDERING DIGNITY, RESPECT AND EQUALITY, SECURING FOOD AND HOUSING, AND USING ART, CULTURE, LITERATURE, AND EXTRACURRICULAR EXPERIENCES TO BROADEN PERSPECTIVES.PLEASE VISIT WWW.OLSETHFAMILYFOUNDATION.ORG FOR MORE INFORMATION ABOUT THE INITIATIVES, CHARITABLE PARTNERSHIPS AND COLLABORATIONS OF THE OLSETH FOUNDATION.
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01153317
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01153317
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt016053
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt016053
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0536059
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0290700
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0290700
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01101000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01101000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0579874
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0495028
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-554226
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03993941
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt045735
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt045291
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt069000
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt069000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0612998
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0970709
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt010600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0183530
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0194130
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt022929
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt07429
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt030880
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01516062
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0190959
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01707543
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01161668
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01153317
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0415062
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0190959
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0606543
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt05780
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt05780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03457882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0382460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1153599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0382460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1153599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0382460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13611481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0RBC FINANCIAL - CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0536059
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-554226
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0418
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt021271180
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt021824988
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt021271180
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01514572
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01514572
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01514572
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01528065
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013493
IRS990PF/DistributableAmountGrp/TotalTaxAmt013493
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013493
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013493
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013493
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt07993
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05500
IRS990PF/FMVAssetsEOYAmt031449146
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0944489
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0927808
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt09607906
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt010616097
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt019681691
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt011029379
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt08510176
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt09639229
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt021824988
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt021271180
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01187703
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01200418
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01200418
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt021824988
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt021271180
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt031449146
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt021824988
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt021271180
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt021824988
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt021271180
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt031026695
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01211087
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt029815608
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0465400
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01528065
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt030561295
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt031026695
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0RBC CAPITAL MARKETS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1BRIDGEVIEW LEGAL ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0183530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt169000
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/CompensationAmt096900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt196900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt296900
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/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01516062
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01516062
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KAREN SOLOMON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0601 CARLSON PARKWAY SUITE 1050
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MINNETONKA

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,271,180
Liabilities
$0
Net assets
$21,271,180
Revenue
$1,153,317
Expenses
$1,707,543
Net income
-$554,226
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