Civic Intelligence

I a Oshaughnessy Foundation Inc.

990T • Fiscal year 2020 • EIN 41-6011524

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization Profile
2001 Killebrew Drive No 120Bloomington, MN 55425

(651) 222-2323

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100M$50M$0Assets 2011: $78,293,407Liabilities 2011: $7,3322011Assets 2012: $77,333,857Liabilities 2012: $02012Assets 2013: $78,987,947Liabilities 2013: $02013Assets 2014: $89,297,317Liabilities 2014: $02014Assets 2015: $91,603,382Liabilities 2015: $02015Assets 2019: $88,175,701Liabilities 2019: $0Net Assets 2019: $88,175,7012019Assets 2020: $83,836,756Liabilities 2020: $0Net Assets 2020: $83,836,7562020Assets 2021: $78,131,263Liabilities 2021: $0Net Assets 2021: $78,131,2632021Assets 2022: $73,944,092Liabilities 2022: $0Net Assets 2022: $73,944,0922022Assets 2023: $71,851,898Liabilities 2023: $0Net Assets 2023: $71,851,8982023Assets 2024: $79,658,812Liabilities 2024: $0Net Assets 2024: $79,658,8122024

Latest loaded filing

2024

Assets$79,658,812
Liabilities$0
Net Assets$79,658,812
Open 2024 Filing

Operations Trend

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: -$3,030,764Expenses 2011: $4,344,960Net Income 2011: -$7,375,7242011Revenue 2012: $3,314,985Expenses 2012: $4,267,203Net Income 2012: -$952,2182012Revenue 2013: $4,873,644Expenses 2013: $3,809,336Net Income 2013: $1,064,3082013Revenue 2014: $9,120,942Expenses 2014: $5,633,617Net Income 2014: $3,487,3252014Revenue 2015: $8,223,967Expenses 2015: $4,967,679Net Income 2015: $3,256,2882015Revenue 2019: $5,937,090Expenses 2019: $4,450,622Net Income 2019: $1,486,4682019Revenue 2020: $3,506,169Expenses 2020: $5,299,722Net Income 2020: -$1,793,5532020Revenue 2021: $3,090,113Expenses 2021: $5,258,888Net Income 2021: -$2,168,7752021Revenue 2022: $3,962,445Expenses 2022: $8,046,926Net Income 2022: -$4,084,4812022Revenue 2023: $3,852,351Expenses 2023: $6,397,256Net Income 2023: -$2,544,9052023Revenue 2024: $7,655,909Expenses 2024: $6,332,933Net Income 2024: $1,322,9762024

Latest loaded filing

2024

Revenue$7,655,909
Expenses$6,332,933
Net Income$1,322,976
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
I A O'SHAUGHNESSY FOUNDATION
EIN
41-6011524
Phone
6512222323
Address
2001 KILLEBREW DRIVE NO 120, BLOOMINGTON, MN 55425

Signing Officer

Name
DANIEL J O'SHAUGHNESSY
Title
President/vice President/director
Phone
6512222323
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson
Phone
6086628600
Raw XML Appendix104 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.

Path#Value
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IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt01316
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt0146844
IRS1041ScheduleD/Form4797GainOrLossAmt0141
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt0145528
IRS1041ScheduleD/NetLTGainOrLossFromSchK1Amt0145387
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt01316
IRS1041ScheduleD/NetSTGainOrLossFromSchK1Amt01316
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0145528
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt01316
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt0146844
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IRS1041ScheduleI/AlternativeMinTaxableIncomeAmt022890
IRS1041ScheduleI/AltTaxNetOperatingLossDedAmt0206014
IRS1041ScheduleI/NetOperatingLossDeductionAmt0206479
IRS1041ScheduleI/PassiveActivityAmt022425
IRS990T/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990T/BooksInCareOfDetail/PhoneNum06512222323
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt02001 KILLEBREW DRIVE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BLOOMINGTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd055425
IRS990T/BookValueAssetsEOYAmt083836756
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt0206479
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt0146844
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt0500
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt0500
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt060135
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0206979
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0206979
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PARTNERSHIP INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt0206479
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0206479
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0206479
IRS990T/TotalUBTIComputedAmt0206479
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL J O'SHAUGHNESSY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/VICE PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06512222323
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0I A O'SHAUGHNESSY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0IAOS
ReturnHeader/Filer/EIN0416011524
ReturnHeader/Filer/PhoneNum06512222323
ReturnHeader/Filer/USAddress/AddressLine1Txt02001 KILLEBREW DRIVE NO 120
ReturnHeader/Filer/USAddress/CityNm0BLOOMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055425
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08215 GREENWAY BOULEVARD SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053562
ReturnHeader/PreparerPersonGrp/PhoneNum06086628600
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY ANDERSON
ReturnHeader/ReturnTs02021-11-15T10:56:20-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OSHAUGHNESSY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$79.7$0.00$79.7$7.66$6.33$1.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.9$0.00$71.9$3.85$6.40$2.54
2022Detailed filing. Detailed filing data is available for this year.$73.9$0.00$73.9$3.96$8.05$4.08
2021Detailed filing. Detailed filing data is available for this year.$78.1$0.00$78.1$3.09$5.26$2.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$83.8$0.00$83.8$3.51$5.30$1.79
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$88.2$0.00$88.2$5.94$4.45$1.49
2015Summary only. Only limited summary data is available for this year.$91.6$0.00$8.22$4.97$3.26
2014Summary only. Only limited summary data is available for this year.$89.3$0.00$9.12$5.63$3.49
2013Summary only. Only limited summary data is available for this year.$79.0$0.00$4.87$3.81$1.06
2012Summary only. Only limited summary data is available for this year.$77.3$0.00$3.31$4.27$0.95
2011Summary only. Only limited summary data is available for this year.$78.3$0.01$3.03$4.34$7.38