Civic Intelligence

Curtis L Carlson Family Foundation For

EIN 41-1926767 • 501(c)3 • Minnetonka, MN

Profile

To carry out the charitable and educational purposes of the carlson school of management at the university of minnesota

701 Carlson Pkwy Ste 1250Minnetonka, MN 55305

n/A

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

52nd percentile

4.8%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

72%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$16,236,665

Up $749,969 (+4.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$16,236,665

Up $749,969 (+4.8%) from 2023

Operations
Liabilities / Revenue7th percentileNet Margin81st percentile

Revenue

Up

$1,067,469

Up $445,820 (+72%) from 2023

Expenses

Up

$746,472

Up $44,624 (+6.4%) from 2023

Net Income

Up

$320,997

Up $401,196 (+500%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $9,733,166Liabilities 2011: $0Net Assets 2011: $9,733,1662011Assets 2012: $10,178,084Liabilities 2012: $0Net Assets 2012: $10,178,0842012Assets 2013: $11,006,277Liabilities 2013: $0Net Assets 2013: $11,006,2772013Assets 2014: $11,140,333Liabilities 2014: $0Net Assets 2014: $11,140,3332014Assets 2015: $10,418,473Liabilities 2015: $0Net Assets 2015: $10,418,4732015Assets 2016: $10,626,298Liabilities 2016: $0Net Assets 2016: $10,626,2982016Assets 2017: $11,701,651Liabilities 2017: $0Net Assets 2017: $11,701,6512017Assets 2018: $12,215,905Liabilities 2018: $0Net Assets 2018: $12,215,9052018Assets 2019: $13,983,137Liabilities 2019: $0Net Assets 2019: $13,983,1372019Assets 2020: $15,223,964Liabilities 2020: $0Net Assets 2020: $15,223,9642020Assets 2021: $16,938,206Liabilities 2021: $0Net Assets 2021: $16,938,2062021Assets 2022: $14,728,554Liabilities 2022: $0Net Assets 2022: $14,728,5542022Assets 2023: $15,486,696Liabilities 2023: $0Net Assets 2023: $15,486,6962023Assets 2024: $16,236,665Liabilities 2024: $0Net Assets 2024: $16,236,6652024

Highlighted filing

2024

Assets$16,236,665
Liabilities$0
Net Assets$16,236,665
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $544,716Expenses 2011: $469,174Net Income 2011: $75,5422011Revenue 2012: $516,850Expenses 2012: $422,868Net Income 2012: $93,9822012Revenue 2013: $232,478Expenses 2013: $462,594Net Income 2013: -$230,1162013Revenue 2014: $338,919Expenses 2014: $561,003Net Income 2014: -$222,0842014Revenue 2015: $260,567Expenses 2015: $509,640Net Income 2015: -$249,0732015Revenue 2016: $323,316Expenses 2016: $489,584Net Income 2016: -$166,2682016Revenue 2017: $626,733Expenses 2017: $513,870Net Income 2017: $112,8632017Revenue 2018: $1,385,715Expenses 2018: $561,602Net Income 2018: $824,1132018Revenue 2019: $1,847,699Expenses 2019: $595,039Net Income 2019: $1,252,6602019Revenue 2020: $761,485Expenses 2020: $669,308Net Income 2020: $92,1772020Revenue 2021: $1,603,221Expenses 2021: $705,436Net Income 2021: $897,7852021Revenue 2022: $1,186,792Expenses 2022: $837,166Net Income 2022: $349,6262022Revenue 2023: $621,649Expenses 2023: $701,848Net Income 2023: -$80,1992023Revenue 2024: $1,067,469Expenses 2024: $746,472Net Income 2024: $320,9972024

Highlighted filing

2024

Revenue$1,067,469
Expenses$746,472
Net Income$320,997
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$16,236,665
Liabilities
$0
Net assets
$16,236,665
Revenue
$1,067,469
Expenses
$746,472
Net income
$320,997
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.2$0.00$16.2$1.07$0.75$0.32
2023Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$0.62$0.70$0.08
2022Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$1.19$0.84$0.35
2021Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$1.60$0.71$0.90
2020Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$0.76$0.67$0.09
2019Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$1.85$0.60$1.25
2018Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$1.39$0.56$0.82
2017Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$0.63$0.51$0.11
2016Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.32$0.49$0.17
2015Summary only. Only limited summary data is available for this year.$10.4$0.00$10.4$0.26$0.51$0.25
2014Summary only. Only limited summary data is available for this year.$11.1$0.00$11.1$0.34$0.56$0.22
2013Summary only. Only limited summary data is available for this year.$11.0$0.00$11.0$0.23$0.46$0.23
2012Summary only. Only limited summary data is available for this year.$10.2$0.00$10.2$0.52$0.42$0.09
2011Summary only. Only limited summary data is available for this year.$9.73$0.00$9.73$0.54$0.47$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$1,067,469
Mission and Program Overview

Mission

To carry out the charitable and educational purposes of the carlson school of management at the university of minnesota

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,114,045$11,771,456▲ $657,411
Investments Other Securities$3,651,790$3,662,900▲ $11,110
Savings and Temporary Cash Investments$720,861$802,309▲ $81,448
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$15,486,696$16,236,665▲ $749,969
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$15,486,696$16,236,665▲ $749,969
Net Assets Without Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$15,486,696$16,236,665▲ $749,969
Total Liabilities and Net Assets / Fund Balance$15,486,696$16,236,665▲ $749,969

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$66,935--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$15,486,696$0▲ $1,496,441-$16,236,665
2023$14,728,554$0▲ $1,459,990-$15,486,696
2022$16,938,206$0▼ $1,372,487-$14,728,553
2021$15,223,964$0▲ $2,419,678-$16,938,206
2020$13,983,137$0▲ $1,910,135-$15,223,964
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
Kodi VerhalenTrustee
Lee SkoldTrustee
Martha AronsonTrustee
Scott GageTrustee
Wendy M NelsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,067,469
Other Revenue
$0
Change in Net Assets
$320,997
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$735,000
Other Expenses$11,472
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$735,000--$735,000
Fees for Services Accounting-$8,920-$8,920
Other Expenses-$25-$25
Office Expenses-$8-$8
Total Functional Expenses$735,000$11,472$0$746,472
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Minnesota FoundationMinneapolis, MN501(c)(3)See Part Iv$735,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section A, Line 2

“Wendy nelson has a family relationship with scott gage. Scott gage has a family relationship with wendy nelson.”

Part VI, Section A, Line 6

“The trust is governed by a trustee group consisting of 5 trustees. The trust is structured such that independent trustees always constitute a majority of the trustee group.”

Part VI, Section B, Line 11A & 11B

“Prior to filing the form 990, it was provided to and reviewed by c. David nelson, the individual responsible for implementing the decisions of the trustee group and the administration of the trust. It was also provided to and reviewed by scott gage, the trustee signing the tax return, prior to its filing.”

Part VI, Section C, Line 19

“The organization's governing documents and financial statements are available upon request at the foundation office.”

Filing and Contact Details

Filer

Filer Name
Curtis L Carlson Family Foundation for
EIN
41-1926767
In Care Of
% CARLSON FAMILY OFFICE
Phone
9524045636
Address
701 CARLSON PKWY STE 1250, MINNETONKA, MN 55305

Signing Officer

Name
Scott Gage
Title
Trustee
Phone
9524045600
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
C David Nelson
Formed
1998
Legal Domicile
Mn
Voting Board Members
5
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Deloitte Tax Llp
Address
50 SOUTH SIXTH ST STE 2800, MINNEAPOLIS, MN 55402
Preparer
Sarah Redden
Phone
6123974000
Supplemental Narrative

Financial Statement Notes

Sch D, Part V, Line 4

“The intended use of the funds is to support the carlson school of management at the university of minnesota.”

Raw XML AppendixShowing 400 of 631 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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IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2STATE OF MN FILING FEE
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt225
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IRS990/PrincipalOfficerNm0C DAVID NELSON
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IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0810977
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IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0608442
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IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0526830
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IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0526830
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt01232829
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0735000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0497829
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
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IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
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IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0735000
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0526830
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0139.5137
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IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0735000
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The taxpayer supports the Carlson School of Management at the University of Minnesota through contributions made to the University of Minnesota Foundation.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The board of trustees has a member from the University of Minnesota serving at all times. This member attends all meetings of the board of trustees and approves the annual grant, the investment policy and any revisions to the investment policy. The member is present when the organization's investment strategy and investment performance are discussed and reviewed.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part IV, Section A, Line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A, Part IV, Section D, Line 3
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IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt014981801
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0658544
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0652599
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt010299753
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt09203330
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0241119
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0224727
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt015833460
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0735000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF MINNESOTA FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01496441
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt015486696
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0700000

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