Civic Intelligence

Emma E Rogers Trust-7834

990 • Fiscal year 2013 • EIN 41-6016003

Jan 01, 2013 to Dec 31, 2013 • Filed on May 05, 2014

P O Box 64713 Trust Tax Services55164-0713

(651) 466-8710

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

12th percentile

-30%

Higher net margin than 12% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$3,820

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 31.7% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

42nd percentile

-1.7%

Faster asset growth than 42% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

92nd percentile

99%

Faster revenue growth than 92% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$196,860

Down $3,478 (-1.7%) from 2012

Net Assets

Down

$196,696

Down $3,642 (-1.8%) from 2012

Liabilities

Up

$164

Up $164 from 2012

Revenue

Up

$12,048

Up $5,995 (+99%) from 2012

Expenses

Up

$15,690

Up $657 (+4.4%) from 2012

Net Income

Up

-$3,642

Up $5,338 (+59%) from 2012

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $211,789Liabilities 2010: $0Net Assets 2010: $211,7892010Assets 2011: $209,318Liabilities 2011: $0Net Assets 2011: $209,3182011Assets 2012: $200,338Liabilities 2012: $0Net Assets 2012: $200,3382012Assets 2013: $196,860Liabilities 2013: $164Net Assets 2013: $196,6962013Assets 2014: $197,508Liabilities 2014: $02014Assets 2015: $190,890Liabilities 2015: $0Net Assets 2015: $190,8902015Assets 2016: $182,535Liabilities 2016: $0Net Assets 2016: $182,5352016Assets 2017: $214,293Liabilities 2017: $0Net Assets 2017: $214,2932017Assets 2018: $212,333Liabilities 2018: $0Net Assets 2018: $212,3332018Assets 2019: $204,936Liabilities 2019: $0Net Assets 2019: $204,9362019Assets 2020: $196,549Liabilities 2020: $0Net Assets 2020: $196,5492020Assets 2021: $211,290Liabilities 2021: $12021Assets 2022: $203,813Liabilities 2022: $0Net Assets 2022: $203,8132022Assets 2023: $193,637Liabilities 2023: $12023Assets 2024: $186,336Liabilities 2024: $0Net Assets 2024: $186,3362024

Highlighted filing

2013

Assets$196,860
Liabilities$164
Net Assets$196,696

Operations Trend

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

$60K$40K$20K$0-$20KExpenses 2010: $16,3352010Expenses 2011: $15,6842011Revenue 2012: $6,053Expenses 2012: $15,033Net Income 2012: -$8,9802012Revenue 2013: $12,048Expenses 2013: $15,690Net Income 2013: -$3,6422013Revenue 2014: $16,828Expenses 2014: $16,143Net Income 2014: $6852014Revenue 2015: $10,484Expenses 2015: $17,106Net Income 2015: -$6,6222015Revenue 2016: $6,774Expenses 2016: $15,134Net Income 2016: -$8,3602016Revenue 2017: $46,833Expenses 2017: $15,069Net Income 2017: $31,7642017Revenue 2018: $14,764Expenses 2018: $16,726Net Income 2018: -$1,9622018Revenue 2019: $8,076Expenses 2019: $15,473Net Income 2019: -$7,3972019Revenue 2020: $6,882Expenses 2020: $15,274Net Income 2020: -$8,3922020Revenue 2021: $29,868Expenses 2021: $15,117Net Income 2021: $14,7512021Revenue 2022: $9,128Expenses 2022: $16,600Net Income 2022: -$7,4722022Revenue 2023: $5,299Expenses 2023: $15,356Net Income 2023: -$10,0572023Revenue 2024: $8,100Expenses 2024: $15,289Net Income 2024: -$7,1892024

Highlighted filing

2013

Revenue$12,048
Expenses$15,690
Net Income-$3,642
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 5, 2014
Return Version
2013v3.1
Gross Receipts
$20,506
Mission and Program Overview

Mission

Support for the minneapolis foundation's unrestricted and general charitable purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$183,080$183,947▲ $867
Rtn Earn Endowment Incm Other Fnds$108,245$104,603▼ $3,642
Cap Stk Tr Prin Current Funds$92,093$92,093→ $0
Savings and Temporary Cash Investments$16,488$12,715▼ $3,773
Accounts Receivable$770$198▼ $572
Total Assets$200,338$196,860▼ $3,478
Liabilities
Other Liabilities-$164-
Total Liabilities$0$164▲ $164
Net Assets / Fund Balance
Total Net Assets Fund Balance$200,338$196,696▼ $3,642
Total Liabilities and Net Assets / Fund Balance$200,338$196,860▼ $3,478
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$3,820$3,820
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$12,048
Other Revenue
$0
Change in Net Assets
$-3,642
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$11,731
Salaries, Compensation, and Employee Benefits$3,820
Other Expenses$139
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$11,731--$11,731
Current Officers, Directors, Trustees, and Key Employees$989$2,831-$3,820
Other Expenses$25$114-$25
Total Functional Expenses$12,745$2,945$0$15,690
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
41-6029402--SUPPORT FOR THE MINNEAPOLIS FOUNDATION'S CHARITABLE PURPOSES$11,731
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Cost Basis Adj. to Proceed Gains$130
Roc Adj.$34
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

No review was or will be conducted

Filing and Contact Details

Filer

EIN
41-6016003
Phone
6514668710

Signing Officer

Name
Karen Bassett
Title
Corp. Trustee
Phone
6514668710
Signed
2014-05-05

Organization Details

Formed
1974
Legal Domicile
Mn
Voting Board Members
1
Independent Board Members
1
Employees
0
Supplemental Narrative

Additional Explanations

Description of Process for Determining Compensation

The minneapolis foundation reviewed fees peridically.

Description for Making Documents Public

AVAILABLE UPON REQUEST

Raw XML Appendix252 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.

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IRS990/InvestmentsPubTradedSecGrp/BOYAmt0183080
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IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/PYGrantsAndSimilarPaidAmt011185
IRS990/PYInvestmentIncomeAmt06053
IRS990/PYOtherExpensesAmt0137
IRS990/PYRevenuesLessExpensesAmt0-8980
IRS990/PYSalariesCompEmpBnftPaidAmt03711
IRS990/PYTotalExpensesAmt015033
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IRS990/QuidProQuoContributionsInd0false
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IRS990/ReconcilationRevenueExpnssAmt0-3642
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IRS990ScheduleA/CertificationInd0X
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0SUPPORTED ORGANIZATI
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt011731
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.08$0.15$0.07
2023Summary only. Only limited summary data is available for this year.$1.94$0.00$0.05$0.15$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.09$0.17$0.07
2021Summary only. Only limited summary data is available for this year.$2.11$0.00$0.30$0.15$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.00$1.97$0.07$0.15$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$0.08$0.15$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.15$0.17$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.00$2.14$0.47$0.15$0.32
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.07$0.15$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.10$0.17$0.07
2014Summary only. Only limited summary data is available for this year.$1.98$0.00$0.17$0.16$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.12$0.16$0.04
2012Summary only. Only limited summary data is available for this year.$2.00$0.00$2.00$0.06$0.15$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.00$2.09$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$0.00$2.12$0.16