Civic Intelligence

David and Janis Larson Foundation

990PF • Fiscal year 2021 • EIN 41-1957525

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 03, 2022

Organization Profile
250 Marquette Avenue 520Minneapolis, MN 55401

(651) 330-5910

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2021 filings • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

9th percentile

0.00x

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

2021 filings • $100M-$250M nonprofits • Source year 2021

Net Margin

85th percentile

52%

Higher net margin than 85% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

27th percentile

$202,354

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2021 filings • $100M-$250M nonprofits • Source year 2021

Asset Growth

39th percentile

7.0%

Faster asset growth than 39% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

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

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$140,490,181

Up $9,227,180 (+7.0%) from 2020

Net Assets

Up

$140,490,181

Up $9,227,180 (+7.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin85th percentile

Revenue

Up

$17,624,052

Up $18,028,130 (+4462%) from 2020

Expenses

Up

$8,534,002

Up $71,812 (+0.8%) from 2020

Net Income

Up

$9,090,050

Up $17,956,318 (+203%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$150M$100M$50M$0Assets 2011: $19,348,639Liabilities 2011: $02011Assets 2012: $18,519,411Liabilities 2012: $02012Assets 2013: $17,900,399Liabilities 2013: $02013Assets 2014: $25,190,722Liabilities 2014: $02014Assets 2015: $77,627,851Liabilities 2015: $02015Assets 2019: $139,906,379Liabilities 2019: $02019Assets 2020: $131,263,001Liabilities 2020: $0Net Assets 2020: $131,263,0012020Assets 2021: $140,490,181Liabilities 2021: $0Net Assets 2021: $140,490,1812021Assets 2022: $135,472,119Liabilities 2022: $0Net Assets 2022: $135,472,1192022Assets 2023: $136,723,733Liabilities 2023: $0Net Assets 2023: $136,723,7332023Assets 2024: $139,838,749Liabilities 2024: $0Net Assets 2024: $139,838,7492024

Highlighted filing

2021

Assets$140,490,181
Liabilities$0
Net Assets$140,490,181
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0-$20MRevenue 2011: $439,339Expenses 2011: $1,003,146Net Income 2011: -$563,8072011Revenue 2012: $555,698Expenses 2012: $1,263,794Net Income 2012: -$708,0962012Revenue 2013: $412,629Expenses 2013: $1,131,787Net Income 2013: -$719,1582013Revenue 2014: $9,935,324Expenses 2014: $172,560Net Income 2014: $9,762,7642014Revenue 2015: $53,781,375Expenses 2015: $1,059,977Net Income 2015: $52,721,3982015Revenue 2019: $12,182,445Expenses 2019: $9,270,768Net Income 2019: $2,911,6772019Revenue 2020: -$404,078Expenses 2020: $8,462,190Net Income 2020: -$8,866,2682020Revenue 2021: $17,624,052Expenses 2021: $8,534,002Net Income 2021: $9,090,0502021Revenue 2022: $5,520,335Expenses 2022: $10,522,687Net Income 2022: -$5,002,3522022Revenue 2023: $9,997,119Expenses 2023: $8,720,976Net Income 2023: $1,276,1432023Revenue 2024: $12,333,771Expenses 2024: $9,381,235Net Income 2024: $2,952,5362024

Highlighted filing

2021

Revenue$17,624,052
Expenses$8,534,002
Net Income$9,090,050
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 3, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST TRUST CO LLCTrusteePT$202,354-$202,354
JANIS L LARSONPres., Sect'Y, Treas., Tru-$0--
D LANCE LARSONTrustee-$0--
REID M LARSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
David & Janis Larson Foundation
EIN
41-1957525
Phone
6513305910
Address
250 MARQUETTE AVENUE 520, MINNEAPOLIS, MN 55401

Signing Officer

Name
Joel Black
Title
Trustee
Phone
6517915915
Signed
2022-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Moss & Barnett Pa
Address
150 S 5TH STREET SUITE 1200, MINNEAPOLIS, MN 55402
Preparer
Cindy J Ackerman
Phone
6128775000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt131637964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt132106347
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1341782983
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBVIE INC (ABBV)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ADOBE INC (ADBE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALIGN TECH INC (ALGN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC-CL A (GOOGL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALPHABET INC-CL C (GOOG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMAZON COM INC (AMZN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMERCO (UHAL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMERICAN TOWER CORPORATION (AMT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMGEN INC (AMGN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AMPHENOL CORP CL A (APH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10APPLE INC (AAPL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11APPLIED MATERIALS INC (AMAT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AT&T INC (T)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ATLASSIAN CORPORATION PLC - (TEAM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14AVERY DENNISON CORP (AVY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BAXTER INTERNATIONAL INC (BAX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CARVANA CO (CVNA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CASEYS GEN STORES INC (CASY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CATERPILLAR INC (CAT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CHARLES RIVER LABS (CRL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CHARLES SCHWAB CORP (SCHW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CHEVRON CORP (CVX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CHIPOTLE MEXICAN GRILL INC (CMG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CHUBB LTD (CB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CHURCH & DWIGHT INC (CHD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CINTAS CORP (CTAS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26COCA COLA CO (KO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27COGNEX CORP (CGNX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CONAGRA BRANDS INC (CAG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29COSTCO WHOLESALE CORP (COST)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CSX CORP (CSX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CURTISS WRIGHT CORP (CW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32DATADOG INC CL A (DDOG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33DEERE & CO (DE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34DENTSPLY SIRONA INC (XRAY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35DOCUSIGN INC (DOCU)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36DRAFTKINGS INC CL A (DKNG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37EATON CORPORATION PLC (ETN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38EDWARDS LIFESCIENCES CORPOR (EW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ELI LILLY & CO (LLY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40EMERSON ELEC CO (EMR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ENBRIDGE INC (ENB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ENTERGY CORP (ETR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43META PLATFORMS INC. CL A (FB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44FOX CORPORATION CL A (FOXA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45GLAXOSMITHKLINE PLC ADS (GSK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46HILLENBRAND INC (HI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47HOME DEPOT INC (HD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48HORMEL FOODS CORP (HRL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49HUNTINGTON BANCSHARES INC (HBAN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50INTEL CORP (INTC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51INTERCONTINENTAL EXCHANGE I (ICE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52INTUIT (INTU)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53INTUITIVE SURGICAL INC (ISRG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54JP MORGAN CHASE & CO (JPM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55LAB CORP AMER HLDGS (LH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56LAM RESH CORP (LRCX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57LEGGETT & PLATT INC (LEG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58LKQ CORP OC COM (LKQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59LOWES COS INC (LOW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60LULULEMON ATHLETICA INC (LULU)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MAGNA INTERNATIONAL INC CL (MGA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MATCH GROUP INC (MTCH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MCDONALDS CORP (MCD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MERCK & CO INC (MRK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MICROSOFT CORP (MSFT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MSCI INC CL A (MSCI)

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Filings

Displayed year

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

Open filing
Assets
$140,490,181
Liabilities
$0
Net assets
$140,490,181
Revenue
$17,624,052
Expenses
$8,534,002
Net income
$9,090,050
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$140$0.00$140$12.3$9.38$2.95
2023Detailed filing. Detailed filing data is available for this year.$137$0.00$137$10.00$8.72$1.28
2022Detailed filing. Detailed filing data is available for this year.$135$0.00$135$5.52$10.5$5.00
2021Detailed filing. Detailed filing data is available for this year.$140$0.00$140$17.6$8.53$9.09
2020Detailed filing. Detailed filing data is available for this year.$131$0.00$131$0.40$8.46$8.87
2019Summary only. Only limited summary data is available for this year.$140$0.00$12.2$9.27$2.91
2015Summary only. Only limited summary data is available for this year.$77.6$0.00$53.8$1.06$52.7
2014Summary only. Only limited summary data is available for this year.$25.2$0.00$9.94$0.17$9.76
2013Summary only. Only limited summary data is available for this year.$17.9$0.00$0.41$1.13$0.72
2012Summary only. Only limited summary data is available for this year.$18.5$0.00$0.56$1.26$0.71
2011Summary only. Only limited summary data is available for this year.$19.3$0.00$0.44$1.00$0.56