Civic Intelligence

Northwoods Partners

990 • Fiscal year 2020 • EIN 41-2016401

Jan 01, 2020 to Dec 31, 2020 • Filed on May 29, 2021

Organization ProfileN/A
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

80th percentile

0.20x

Higher debt load relative to assets than 80% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

87th percentile

0.34x

Higher debt load relative to revenue than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

75th percentile

26%

Higher net margin than 75% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

97th percentile

$78,641

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 34.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

80th percentile

50%

Faster asset growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

81st percentile

25%

Faster revenue growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$395,237

Up $131,222 (+50%) from 2019

Net Assets

Up

$317,505

Up $60,059 (+23%) from 2019

Liabilities

Up

$77,732

Up $71,163 (+1083%) from 2019

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin75th percentile

Revenue

Up

$231,224

Up $46,515 (+25%) from 2019

Expenses

Up

$171,165

Up $12,142 (+7.6%) from 2019

Net Income

Up

$60,059

Up $34,373 (+134%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

2020

Assets$395,237
Liabilities$77,732
Net Assets$317,505
Open 2020 Filing

Operations Trend

Revenue Growth81st percentile

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

2020

Revenue$231,224
Expenses$171,165
Net Income$60,059
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 29, 2021
Return Version
2020v4.1
Gross Receipts
$232,419
Mission and Program Overview

Mission

To provide resources that promote independence and healthy aging.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$169,170$221,537▲ $52,367
Cash and Non-Interest-Bearing Accounts$77,168$160,072▲ $82,904
Pledges and Grants Receivable$11,012$8,472▼ $2,540
Land, Buildings, and Equipment, Net$4,713$3,018▼ $1,695
Prepaid Expenses and Deferred Charges$1,939$2,138▲ $199
Total Assets$264,015$395,237▲ $131,222
Other Assets Total$13--
Liabilities
Deferred Revenue-$69,755-
Accounts Payable and Accrued Expenses$6,569$7,977▲ $1,408
Total Liabilities$6,569$77,732▲ $71,163
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$257,446$317,505▲ $60,059
Total Net Assets Fund Balance$257,446$317,505▲ $60,059
Total Liabilities and Net Assets / Fund Balance$264,015$395,237▲ $131,222

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,018$8,951$11,969
Land$0--
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lisa PorthanExecutive DirectorFT$78,641$78,641

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$180,756
Program Service Revenue
$17,508
Investment Income
$2,354
Other Revenue
$30,606
All Other Contributions
$121,330
Change in Net Assets
$60,059
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$112,982
Other Expenses$58,183
Total Fundraising Expense$926
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$58,981$18,874$786$78,641
Other Salaries and Wages$21,844$4,482$0$26,326
Occupancy$18,801$5,616$0$24,417
All Other Expenses$14,619$120$0$14,739
Payroll Taxes$6,172$1,783$60$8,015
Insurance$0$4,537$0$4,537
Office Expenses$3,049$871$40$3,960
Other Expenses$0$2,258$22$2,280
Fees for Services Management$2,160$0$0$2,160
Depreciation Depletion$1,305$390$0$1,695
Fees for Services Accounting$0$1,100$0$1,100
Advertising$581$0$0$581
Total Functional Expenses$129,725$40,514$926$171,165
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$11,557
Fundraising Direct Expenses$1,195
Professional Fundraising Fees$0
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
Sheila Gruba
Title
Treasurer
Phone
2183658019
Signed
2021-05-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Porthan
Formed
2001
Legal Domicile
Mn
Voting Board Members
14
Independent Board Members
14
Employees
2
Volunteers
79

Preparer

Firm
Sterle & Co Ltd
Address
522 E HOWARD ST STE 207, HIBBING, MN 55746
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.”

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IRS990/NetAssetsOrFundBalancesBOYAmt0257446
IRS990/NetAssetsOrFundBalancesEOYAmt0317505
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt010362
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt010362
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0257446
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0317505
IRS990/NoncashContributionsAmt024517
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt05616
IRS990/OccupancyGrp/ProgramServicesAmt018801
IRS990/OccupancyGrp/TotalAmt024417
IRS990/OfficeExpensesGrp/FundraisingAmt040
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0871
IRS990/OfficeExpensesGrp/ProgramServicesAmt03049
IRS990/OfficeExpensesGrp/TotalAmt03960
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt013
IRS990/OtherExpensesGrp/Desc0Communications
IRS990/OtherExpensesGrp/Desc1Volunteer expenses
IRS990/OtherExpensesGrp/Desc2Dues and memberships
IRS990/OtherExpensesGrp/Desc3Postage
IRS990/OtherExpensesGrp/FundraisingAmt018
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt322
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0413
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt270
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32258
IRS990/OtherExpensesGrp/ProgramServicesAmt01444
IRS990/OtherExpensesGrp/ProgramServicesAmt1538
IRS990/OtherExpensesGrp/ProgramServicesAmt2231
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt01875
IRS990/OtherExpensesGrp/TotalAmt1538
IRS990/OtherExpensesGrp/TotalAmt2301
IRS990/OtherExpensesGrp/TotalAmt32280
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Paycheck Protection Program
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt020244
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt020244
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt020244
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04482
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt021844
IRS990/OtherSalariesAndWagesGrp/TotalAmt026326
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt060
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01783
IRS990/PayrollTaxesGrp/ProgramServicesAmt06172
IRS990/PayrollTaxesGrp/TotalAmt08015
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt011012
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt08472
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01939
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02138
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/Desc1Aging Mastery Program
IRS990/ProgramServiceRevenueGrp/Desc2Exercise programs
IRS990/ProgramServiceRevenueGrp/Desc3Friendly visits programs
IRS990/ProgramServiceRevenueGrp/Desc4Memory care programs
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/ExclusionAmt40
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt025
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1880
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2805
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt325
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt47325
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt40
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0140541
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01848
IRS990/PYOtherExpensesAmt055961
IRS990/PYOtherRevenueAmt025319
IRS990/PYProgramServiceRevenueAmt017001
IRS990/PYRevenuesLessExpensesAmt025686
IRS990/PYSalariesCompEmpBnftPaidAmt0103062
IRS990/PYTotalExpensesAmt0159023
IRS990/PYTotalRevenueAmt0184709
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt060059
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0231224
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0169170
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0221537
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0180756
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0140541
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0198405
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0169582
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0116378
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0805662
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02354
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01848
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0917
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0456
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0238
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05813
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99280
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99550
IRS990ScheduleA/PublicSupportTotal170Amt0805662
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0180756
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0140541
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0198405
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0169582

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$395,237
Liabilities
$77,732
Net assets
$317,505
Revenue
$231,224
Expenses
$171,165
Net income
$60,059
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
2020Detailed filing. Detailed filing data is available for this year.$3.95$0.78$3.18$2.31$1.71$0.60
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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