Civic Intelligence

Northwoods Partners

990 • Fiscal year 2019 • EIN 41-2016401

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 12, 2020

328 West Conan StreetEly, MN 55731

(218) 365-8019

Siviq Scores

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

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

75th percentile

0.04x

Higher debt load relative to revenue than 75% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

96th percentile

$73,884

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 40.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$264,015

Up $27,461 (+12%) from 2018

Net Assets

Up

$257,446

Up $25,686 (+11%) from 2018

Liabilities

Up

$6,569

Up $1,775 (+37%) from 2018

Revenue

Down

$184,709

Down $45,320 (-20%) from 2018

Expenses

Down

$159,023

Down $13,946 (-8.1%) from 2018

Net Income

Down

$25,686

Down $31,374 (-55%) from 2018

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $39,456Liabilities 2011: $800Net Assets 2011: $38,6562011Assets 2012: $56,634Liabilities 2012: $1,063Net Assets 2012: $55,5712012Assets 2013: $71,478Liabilities 2013: $1,443Net Assets 2013: $70,0352013Assets 2014: $101,451Liabilities 2014: $1,7632014Assets 2015: $136,375Liabilities 2015: $1,915Net Assets 2015: $134,4602015Assets 2016: $142,725Liabilities 2016: $1,850Net Assets 2016: $140,8752016Assets 2017: $172,699Liabilities 2017: $1,882Net Assets 2017: $170,8172017Assets 2018: $236,554Liabilities 2018: $4,794Net Assets 2018: $231,7602018Assets 2019: $264,015Liabilities 2019: $6,569Net Assets 2019: $257,4462019Assets 2020: $395,237Liabilities 2020: $77,732Net Assets 2020: $317,5052020Assets 2021: $495,032Liabilities 2021: $107,215Net Assets 2021: $387,8172021Assets 2022: $485,245Liabilities 2022: $28,685Net Assets 2022: $456,5602022Assets 2023: $519,802Liabilities 2023: $22,364Net Assets 2023: $497,4382023Assets 2024: $652,631Liabilities 2024: $128,206Net Assets 2024: $524,4252024

Highlighted filing

2019

Assets$264,015
Liabilities$6,569
Net Assets$257,446

Operations Trend

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

$400K$300K$200K$100K$0Revenue 2011: $100,678Expenses 2011: $91,960Net Income 2011: $8,7182011Revenue 2012: $115,380Expenses 2012: $98,465Net Income 2012: $16,9152012Revenue 2013: $123,574Expenses 2013: $109,110Net Income 2013: $14,4642013Revenue 2014: $128,685Expenses 2014: $99,883Net Income 2014: $28,8022014Revenue 2015: $201,067Expenses 2015: $166,295Net Income 2015: $34,7722015Revenue 2016: $170,875Expenses 2016: $164,460Net Income 2016: $6,4152016Revenue 2017: $206,445Expenses 2017: $176,503Net Income 2017: $29,9422017Revenue 2018: $230,029Expenses 2018: $172,969Net Income 2018: $57,0602018Revenue 2019: $184,709Expenses 2019: $159,023Net Income 2019: $25,6862019Revenue 2020: $231,224Expenses 2020: $171,165Net Income 2020: $60,0592020Revenue 2021: $253,469Expenses 2021: $183,157Net Income 2021: $70,3122021Revenue 2022: $313,226Expenses 2022: $244,483Net Income 2022: $68,7432022Revenue 2023: $291,584Expenses 2023: $250,706Net Income 2023: $40,8782023Revenue 2024: $276,642Expenses 2024: $249,655Net Income 2024: $26,9872024

Highlighted filing

2019

Revenue$184,709
Expenses$159,023
Net Income$25,686
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 12, 2020
Return Version
2019v5.1
Gross Receipts
$193,095
Mission and Program Overview

Mission

To provide resources that promote independence and healthy aging.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$167,223$169,170▲ $1,947
Cash and Non-Interest-Bearing Accounts$53,037$77,168▲ $24,131
Pledges and Grants Receivable$8,022$11,012▲ $2,990
Land, Buildings, and Equipment, Net$6,306$4,713▼ $1,593
Prepaid Expenses and Deferred Charges$1,854$1,939▲ $85
Total Assets$236,554$264,015▲ $27,461
Other Assets Total$112$13▼ $99
Liabilities
Accounts Payable and Accrued Expenses$4,794$6,569▲ $1,775
Total Liabilities$4,794$6,569▲ $1,775
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$231,760$257,446▲ $25,686
Total Net Assets Fund Balance$231,760$257,446▲ $25,686
Total Liabilities and Net Assets / Fund Balance$236,554$264,015▲ $27,461

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,713$11,079$15,792
Land$0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Lisa PorthanExecutive DirectorFT$73,884$73,884

Board Members and Trustees

NameTitle
Ann JohnsonChair
Dave NicholsChair Elect
Caroline OwensBoard member
Heather FitzgeraldBoard member
Jana PlantonBoard member
Joyce PassanantiBoard member
Michael MusichBoard member
Rae BentzBoard member
Richard FlesvigBoard member
Shawn BinaBoard member
Walt LeinoBoard member
Carole MarksSecretary
Nancy AndreaeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$140,541
Program Service Revenue
$17,001
Investment Income
$1,848
Other Revenue
$25,319
All Other Contributions
$84,841
Change in Net Assets
$25,686
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$103,062
Other Expenses$55,961
Total Fundraising Expense$264
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$59,607$17,805$0$77,412
All Other Expenses$19,385$140$0$19,525
Occupancy$15,108$4,274$0$19,382
Other Salaries and Wages$14,258$4,258$0$18,516
Payroll Taxes$5,493$1,641$0$7,134
Office Expenses$3,701$1,028$77$4,806
Insurance$0$4,614$0$4,614
Depreciation Depletion$1,857$555$0$2,412
Fees for Services Accounting$0$1,100$0$1,100
Advertising$784$0$187$971
Other Expenses$0$146$0$146
Total Functional Expenses$122,706$36,053$264$159,023
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$33,705
Fundraising Direct Expenses$8,386
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Festival of Trees$21,766$21,766$2,786$18,980
Dinner to Donate$10,049$10,049$3,602$6,447
Total Events$31,815$31,815$6,388$25,427
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Northwoods Partners
EIN
41-2016401
Phone
2183658019
Address
328 West Conan Street, Ely, MN 55731

Signing Officer

Name
Nancy Andreae
Title
Treasurer
Phone
2183658019
Signed
2020-06-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Porthan
Formed
2001
Legal Domicile
Mn
Voting Board Members
13
Independent Board Members
13
Employees
2
Volunteers
77

Preparer

Firm
Sterle & Co Ltd
Address
522 E HOWARD ST STE 207, HIBBING, MN 55746-1714
Preparer
Bonnie Sterle
Phone
2182625525
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The Organization will route the financial reports and the 990 Form to its Board prior to remittance. The Form is also available upon request from the Executive Director.

Pt VI, Line 12C

The Organization has a Board Member's Handbook that is reviewed with the Board members annually. A copy of the handbook is provided to each member. The handbook has a section on conflict of interest policies and a required statement of agreement that must be signed and maintained by the Executive Director.

Pt VI, Line 15A

The Board annually reviews compensation in relation to area Organizations and the budget constraints.

Pt VI, Line 15B

The Board annually reviews compensation in relation to area Organizations and the budget constraints.

Pt XII, Line 2C

The Board of directors oversees the annual reporting requirements. The Board Treasurer reviews the reports and they are presented at a Board meeting.

Pt VI, Line 19

The reports are available in the office upon request.

Form 990, Part IX, Line 24E

Staff travel and meetings 10656. 10656. 0. 0.

Form 990, Part IX, Line 24E

Staff and board training 689. 549. 140. 0.

Form 990, Part IX, Line 24E

Program expense and supplies 8180. 8180. 0. 0.

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IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04274
IRS990/OccupancyGrp/ProgramServicesAmt015108
IRS990/OccupancyGrp/TotalAmt019382
IRS990/OfficeExpensesGrp/FundraisingAmt077
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01028
IRS990/OfficeExpensesGrp/ProgramServicesAmt03701
IRS990/OfficeExpensesGrp/TotalAmt04806
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0112
IRS990/OtherAssetsTotalGrp/EOYAmt013
IRS990/OtherExpensesGrp/Desc0Communications
IRS990/OtherExpensesGrp/Desc1Volunteer expenses
IRS990/OtherExpensesGrp/Desc2Dues and memberships
IRS990/OtherExpensesGrp/Desc3Postage
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0417
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt275
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3146
IRS990/OtherExpensesGrp/ProgramServicesAmt01395
IRS990/OtherExpensesGrp/ProgramServicesAmt1893
IRS990/OtherExpensesGrp/ProgramServicesAmt2225
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt01812
IRS990/OtherExpensesGrp/TotalAmt1893
IRS990/OtherExpensesGrp/TotalAmt2300
IRS990/OtherExpensesGrp/TotalAmt3146
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04258
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt014258
IRS990/OtherSalariesAndWagesGrp/TotalAmt018516
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01641
IRS990/PayrollTaxesGrp/ProgramServicesAmt05493
IRS990/PayrollTaxesGrp/TotalAmt07134
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt08022
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt011012
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01854
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01939
IRS990/PrincipalOfficerNm0Lisa Porthan
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/BusinessCd3624100
IRS990/ProgramServiceRevenueGrp/BusinessCd4624100
IRS990/ProgramServiceRevenueGrp/Desc0Elder Expo
IRS990/ProgramServiceRevenueGrp/Desc1Exercise programs
IRS990/ProgramServiceRevenueGrp/Desc2Friendly visits programs
IRS990/ProgramServiceRevenueGrp/Desc3Transporation programs
IRS990/ProgramServiceRevenueGrp/Desc4Memory care programs
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/ExclusionAmt40
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0595
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11221
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2130
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt33980
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt46298
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt40
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0198405
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0917
IRS990/PYOtherExpensesAmt073960
IRS990/PYOtherRevenueAmt017606
IRS990/PYProgramServiceRevenueAmt013101
IRS990/PYRevenuesLessExpensesAmt057060
IRS990/PYSalariesCompEmpBnftPaidAmt099009
IRS990/PYTotalExpensesAmt0172969
IRS990/PYTotalRevenueAmt0230029
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt025686
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0184709
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0167223
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0169170
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0140541
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0198405
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0169582
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0116378
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0165720
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0790626
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01848
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0917
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0456
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0238
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0145
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03604
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99550
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99730
IRS990ScheduleA/PublicSupportTotal170Amt0790626
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0140541
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0198405
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0169582
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0116378
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0165720
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0790626
IRS990ScheduleA/TotalSupportAmt0794230
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt04713
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011079
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt015792
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.53$1.28$5.24$2.77$2.50$0.27
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.20$0.22$4.97$2.92$2.51$0.41
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$0.29$4.57$3.13$2.44$0.69
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.95$1.07$3.88$2.53$1.83$0.70
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.95$0.78$3.18$2.31$1.71$0.60
2019Detailed filing. Detailed filing data is available for this year.$2.64$0.07$2.57$1.85$1.59$0.26
2018Summary only. Only limited summary data is available for this year.$2.37$0.05$2.32$2.30$1.73$0.57
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.02$1.71$2.06$1.77$0.30
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.02$1.41$1.71$1.64$0.06
2015Summary only. Only limited summary data is available for this year.$1.36$0.02$1.34$2.01$1.66$0.35
2014Summary only. Only limited summary data is available for this year.$1.01$0.02$1.29$1.00$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.01$0.70$1.24$1.09$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.01$0.56$1.15$0.98$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.01$0.39$1.01$0.92$0.09