Civic Intelligence

Northwoods Partners

990 • Fiscal year 2022 • EIN 41-2016401

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 25, 2023

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

76th percentile

0.06x

Higher debt load relative to assets than 76% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

81st percentile

0.09x

Higher debt load relative to revenue than 81% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

72nd percentile

22%

Higher net margin than 72% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

97th percentile

$86,804

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 27.7% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

43rd percentile

-2.0%

Faster asset growth than 43% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

61st percentile

24%

Faster revenue growth than 61% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$485,245

Down $9,787 (-2.0%) from 2021

Net Assets

Up

$456,560

Up $68,743 (+18%) from 2021

Liabilities

Down

$28,685

Down $78,530 (-73%) from 2021

Revenue

Up

$313,226

Up $59,757 (+24%) from 2021

Expenses

Up

$244,483

Up $61,326 (+33%) from 2021

Net Income

Down

$68,743

Down $1,569 (-2.2%) from 2021

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

2022

Assets$485,245
Liabilities$28,685
Net Assets$456,560

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

2022

Revenue$313,226
Expenses$244,483
Net Income$68,743
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 25, 2023
Return Version
2022v5.0
Gross Receipts
$322,596
Mission and Program Overview

Mission

To provide resources that promote independence and healthy aging.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$422,805$433,092▲ $10,287
Cash and Non-Interest-Bearing Accounts$44,371$31,598▼ $12,773
Pledges and Grants Receivable$21,944$14,702▼ $7,242
Land, Buildings, and Equipment, Net$3,681$3,495▼ $186
Prepaid Expenses and Deferred Charges$2,231$2,358▲ $127
Total Assets$495,032$485,245▼ $9,787
Liabilities
Deferred Revenue$103,927$23,496▼ $80,431
Accounts Payable and Accrued Expenses$3,288$5,189▲ $1,901
Total Liabilities$107,215$28,685▼ $78,530
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$387,817$456,560▲ $68,743
Total Net Assets Fund Balance$387,817$456,560▲ $68,743
Total Liabilities and Net Assets / Fund Balance$495,032$485,245▼ $9,787

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,495$12,944$16,439
Land$0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lisa PorthanExecutive DirectorFT$86,804$86,804

Board Members and Trustees

NameTitle
Caroline OwensChair
Walt LeinoChair Elect
Richard FlesvigPast Chair
Heather FitzgeraldBoard member
Joneene Lobe left 1022Board member
Leah HillerBoard member
Pat RolandoBoard member
Rae BentzBoard member
Sid ThomsonBoard member
Michael MusichBoard member (left 5/22)
Dave NicholsBoard member(LOA through 6/22)
Craig HabermanSecretary
Norma CersineSecretary(left 12/22)
Sheila GrubaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$259,971
Program Service Revenue
$21,233
Investment Income
$2,936
Other Revenue
$29,086
All Other Contributions
$183,294
Change in Net Assets
$68,743
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$137,219
Other Expenses$107,264
Total Fundraising Expense$1,405
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$66,839$19,097$868$86,804
All Other Expenses$59,117$1,121$0$60,238
Other Salaries and Wages$31,150$8,900$405$40,455
Occupancy$16,368$4,889$0$21,257
Payroll Taxes$7,669$2,191$100$9,960
Insurance$0$5,298$0$5,298
Depreciation Depletion$1,785$533$0$2,318
Office Expenses$1,056$301$14$1,371
Fees for Services Accounting$0$1,200$0$1,200
Other Expenses$0$761$0$761
Total Functional Expenses$198,161$44,917$1,405$244,483
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$38,456
Fundraising Direct Expenses$9,370
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
2023-06-25
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
85

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.

Form 990, Part IX, Line 24E

Staff travel and meetings 1182. 1182. 0. 0.

Form 990, Part IX, Line 24E

Staff and board training 1235. 114. 1121. 0.

Form 990, Part IX, Line 24E

Program expense and supplies 57821. 57821. 0. 0.

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IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04889
IRS990/OccupancyGrp/ProgramServicesAmt016368
IRS990/OccupancyGrp/TotalAmt021257
IRS990/OfficeExpensesGrp/FundraisingAmt014
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0301
IRS990/OfficeExpensesGrp/ProgramServicesAmt01056
IRS990/OfficeExpensesGrp/TotalAmt01371
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0396
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2230
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3761
IRS990/OtherExpensesGrp/ProgramServicesAmt01485
IRS990/OtherExpensesGrp/ProgramServicesAmt112345
IRS990/OtherExpensesGrp/ProgramServicesAmt2347
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt01899
IRS990/OtherExpensesGrp/TotalAmt112345
IRS990/OtherExpensesGrp/TotalAmt2577
IRS990/OtherExpensesGrp/TotalAmt3761
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0405
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt08900
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt031150
IRS990/OtherSalariesAndWagesGrp/TotalAmt040455
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0100
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02191
IRS990/PayrollTaxesGrp/ProgramServicesAmt07669
IRS990/PayrollTaxesGrp/TotalAmt09960
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt021944
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt014702
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02231
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02358
IRS990/PrincipalOfficerNm0Lisa Porthan
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/BusinessCd3624100
IRS990/ProgramServiceRevenueGrp/BusinessCd4624100
IRS990/ProgramServiceRevenueGrp/Desc0Transporation
IRS990/ProgramServiceRevenueGrp/Desc1Tai Ji Quan programs
IRS990/ProgramServiceRevenueGrp/Desc2Exercise programs
IRS990/ProgramServiceRevenueGrp/Desc3Friendly visits/Grocery programs
IRS990/ProgramServiceRevenueGrp/Desc4Memory care/Elder Expo programs
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/ExclusionAmt40
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04670
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19555
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21883
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3325
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt44800
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt40
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0201977
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02031
IRS990/PYOtherExpensesAmt071243
IRS990/PYOtherRevenueAmt033729
IRS990/PYProgramServiceRevenueAmt015732
IRS990/PYRevenuesLessExpensesAmt070312
IRS990/PYSalariesCompEmpBnftPaidAmt0111914
IRS990/PYTotalExpensesAmt0183157
IRS990/PYTotalRevenueAmt0253469
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt068743
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0313226
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0422805
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0433092
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0259971
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0201977
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0180756
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0140541
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0198405
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0981650
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02936
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02031
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02354
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01848
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0917
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt010086
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98980
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99150
IRS990ScheduleA/PublicSupportTotal170Amt0981650
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0259971
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0201977
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0180756
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0140541
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0198405
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0981650
IRS990ScheduleA/TotalSupportAmt0991736
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/BookValueAmt03495
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012944
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt016439
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03495
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true

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
2022Detailed filing. Detailed filing data is available for this year.$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
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