Civic Intelligence

The Olseth Foundation DBA the Olseth Family Foundation

990PF • Fiscal year 2022 • EIN 41-1875950

Jan 01, 2022 to Dec 31, 2022 • Filed on May 09, 2023

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.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

99th percentile

629%

Higher net margin than 99% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

37th percentile

$100,776

Higher top officer pay than 37% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

22nd percentile

-8.7%

Faster asset growth than 22% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$19,429,822

Down $1,841,358 (-8.7%) from 2021

Net Assets

Down

$19,429,822

Down $1,841,358 (-8.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$292,385

Down $1,445,702 (-125%) from 2021

Expenses

Down

$1,546,795

Down $160,748 (-9.4%) from 2021

Net Income

Down

-$1,839,180

Down $1,284,954 (-232%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2022

Assets$19,429,822
Liabilities$0
Net Assets$19,429,822
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2022

Revenue-$292,385
Expenses$1,546,795
Net Income-$1,839,180
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 9, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN L SOLOMONTreasurerPT$100,776-$100,776
JON P OLSETHVice-President/SecretaryPT$100,776-$100,776
CHERYL A OLSETHPresidentPT$100,776-$100,776
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
2023-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
50 SOUTH SIXTH STREET, MINNEAPOLIS, MN 55402
Preparer
Katherine Poppen
Phone
6123974000
Raw XML AppendixShowing 400 of 912 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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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 2022. 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. RECHARGE MINNESOTA HAS CONTINUED TO BUILD MOMENTUM AND EXPAND EACH YEAR. IN 2022, RECHARGE MINNESOTA'S COMMUNITY ENGAGEMENT INCLUDED: RECHARGE MANKATO PLANNED AND DELIVERED THE FOURTH ANNUAL EVENT RECHARGE NORTHFIELD PLANNED AND DELIVERED THE SECOND ANNUAL EVENT RECHARGE ST. CLOUD LAUNCHED AND DELIVERED THE FIRST ANNUAL EVENT RECHARGE ALBERT LEA LAUNCHED AND INITIATED THE FIRST ANNUAL EVENT INITIATED CONVERSATIONS WITH HALLOCK, DULUTH, ROCHESTER, AND ELK RIVER $25,000 DONATIONS MADE TO LOCAL YOUTH PROGRAMS AND COMMUNITY FOUNDATIONS EACH EV EXPO FOSTERS EV ADOPTION AND AWARENESS. RECHARGE MINNESOTA SEEKS TO CAPTURE THE FULL "ELECTRIC ECOSYSTEM" BY CREATING A SPACE TO EXPLORE A VARIETY OF HAND SON EXPERIENCES THAT INCLUDES TEST DRIVING THE LATEST EV MODELS, INTERACTING WITH CHARGING OPTIONS, ELECTRIC BIKES, AND OTHER FORMS OF ELECTRIC MOBILITY, WHILE LEARNING FROM INDUSTRY EXPERTS AND LOCAL EV OWNERS ABOUT THE BENEFITS OF DRIVING ELECTRIC.ALSO IN 2022, RECHARGE MINNESOTA EXPANDED THE STATE-WIDE RECOGNITION PROGRAM, OBTAINED ADDITIONAL FOUNDATION SUPPORT FROM THE MCKNIGHT FOUNDATION, CAROLYN FOUNDATION, AND SCHMIDTKE FAMILY FOUNDATION, CONTINUED STRATEGIC PROGRAMMING PARTNERSHIPS (FRESH ENERGY; THE INITIATIVE FOUNDATION, THE MANKATO FOUNDATION, AND NORTHFIELD SHARES), AND SCHEDULED FUTURE EVENTS IN MINNESOTA, SOUTHERN ILLINOIS, AND MASSACHUSETTS. IN 2022, BOARD MEMBER/OFFICER CHERYL OLSETH EXPANDED THE FOUNDATION'S INVOLVEMENT IN SUPPORT OF INTERNATIONAL HUMAN RIGHTS. AS A REPRESENTATIVE OF THE ADVOCATES FOR HUMAN RIGHTS, SHE PROVIDED TWO ORAL STATEMENTS AT THE UNITED NATION'S SIXTY-SIXTH COMMISSION ON THE STATUS OF WOMEN. IN ADDITION, SHE HOSTED TWO LOCAL EVENTS TO PROMOTE THE PROGRAMS OF THE ADVOCATES FOR HUMAN RIGHTS, SPECIFICALLY FOCUSING ON EFFORTS TO DOCUMENT HUMAN RIGHTS ABUSES IN UKRAINE.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, THE ADVOCATES FOR HUMAN RIGHTS, CLIMATE GENERATION, AND RECHARGE AMERICA. IN PARTNERSHIP WITH THEIR GRANTEES, THEY DEVELOP CONTENT ON ELECTRIC VEHICLE USE, FOOD INSECURITY, HUMAN RIGHTS, 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 2022, THE OLSETH FOUNDATION CONTINUED TO STREAMLINE 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/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0916703
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0916703
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0439381
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0439736
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1839180
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06501799
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt037125
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt046127
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt071760
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt071760
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-778248
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0306265
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt023582
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0163650
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0187232
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt024103
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06591
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt037353
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01369895
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0170241
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01546795
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0476506
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-292385
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0453192
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0170241
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0630092
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt014419
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt014419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07280047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-968306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1190058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-968306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1190058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt06311741
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1190058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1RBC FINANCIAL - CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-778248
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1839180
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02178
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt019432000
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt021271180
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt019429822
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01317576
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01317576
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01317576
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01321833
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04257
IRS990PF/DistributableAmountGrp/TotalTaxAmt04257
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04257
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04257
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04257
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0257
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04000
IRS990PF/FMVAssetsEOYAmt024554533
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0944489
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02752216
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02687278
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010616097
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt09476226
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt014463355
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt08510176
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04772556
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04968320
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt021271180
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt019429822
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01200418
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01111412
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01111412
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt021271180
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt019429822
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt024554533
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt021271180
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt019429822
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt021271180
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt019429822
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01317412
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01324168
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt026839246
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01161865
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt025677381
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0402589
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01321833
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt026436657
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt026839246
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0RBC CAPITAL MARKETS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1BRIDGEVIEW LEGAL ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0163650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt171760
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/CompensationAmt0100776
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1100776
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2100776
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/ExpensesAndContributionsAmt01369895
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01369895
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
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055305
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06128029751
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,429,822
Liabilities
$0
Net assets
$19,429,822
Revenue
-$292,385
Expenses
$1,546,795
Net income
-$1,839,180
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