Civic Intelligence

Otto Bremer Trust

990PF • Fiscal year 2020 • EIN 41-6019050

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization Profile
30 East 7th Street No 2900St Paul, MN 55101

(651) 227-8036

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2020 filings • $1B+ nonprofits • Source year 2020

Liabilities / Revenue

10th percentile

0.06x

Higher debt load relative to revenue than 10% of similar nonprofits.

2020 filings • $1B+ nonprofits • Source year 2020

Net Margin

5th percentile

-25%

Higher net margin than 5% of similar nonprofits.

2020 filings • $1B+ nonprofits • Source year 2020

Top Officer Pay

19th percentile

$567,119

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2020 filings • $1B+ nonprofits • Source year 2020

Asset Growth

27th percentile

5.2%

Faster asset growth than 27% of similar nonprofits.

2020 filings • $1B+ nonprofits • Annualized from 2019 to 2020

Revenue Growth

8th percentile

-27%

Faster revenue growth than 8% of similar nonprofits.

2020 filings • $1B+ nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$1,417,385,077

Up $69,744,261 (+5.2%) from 2019

Net Assets

Up

$1,413,047,626

Up $72,219,123 (+5.4%) from 2019

Liabilities

Down

$4,337,451

Down $2,474,862 (-36%) from 2019

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin5th percentile

Revenue

Down

$69,637,257

Down $25,167,381 (-27%) from 2019

Expenses

Up

$87,084,604

Up $18,013,372 (+26%) from 2019

Net Income

Down

-$17,447,347

Down $43,180,753 (-168%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$2.0B$1.5B$1.0B$500M$0Assets 2011: $848,328,827Liabilities 2011: $10,540,4602011Assets 2012: $876,619,425Liabilities 2012: $10,766,1062012Assets 2013: $926,821,980Liabilities 2013: $9,359,9382013Assets 2014: $978,974,066Liabilities 2014: $7,893,4752014Assets 2015: $1,041,991,589Liabilities 2015: $9,519,5552015Assets 2019: $1,347,640,816Liabilities 2019: $6,812,313Net Assets 2019: $1,340,828,5032019Assets 2020: $1,417,385,077Liabilities 2020: $4,337,451Net Assets 2020: $1,413,047,6262020Assets 2021: $1,543,197,073Liabilities 2021: $15,099,439Net Assets 2021: $1,528,097,6342021Assets 2022: $1,436,282,731Liabilities 2022: $5,848,779Net Assets 2022: $1,430,433,9522022Assets 2023: $1,477,747,505Liabilities 2023: $12,828,027Net Assets 2023: $1,464,919,4782023Assets 2024: $1,419,998,555Liabilities 2024: $13,426,901Net Assets 2024: $1,406,571,6542024

Highlighted filing

2020

Assets$1,417,385,077
Liabilities$4,337,451
Net Assets$1,413,047,626
Open 2020 Filing

Operations Trend

Revenue Growth8th percentile

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

$150M$100M$50M$0-$50MRevenue 2011: $40,010,714Expenses 2011: $35,408,900Net Income 2011: $4,601,8142011Revenue 2012: $39,023,917Expenses 2012: $41,020,773Net Income 2012: -$1,996,8562012Revenue 2013: $45,267,245Expenses 2013: $43,336,945Net Income 2013: $1,930,3002013Revenue 2014: $52,874,757Expenses 2014: $47,851,603Net Income 2014: $5,023,1542014Revenue 2015: $50,179,552Expenses 2015: $50,246,469Net Income 2015: -$66,9172015Revenue 2019: $94,804,638Expenses 2019: $69,071,232Net Income 2019: $25,733,4062019Revenue 2020: $69,637,257Expenses 2020: $87,084,604Net Income 2020: -$17,447,3472020Revenue 2021: $135,875,116Expenses 2021: $94,360,318Net Income 2021: $41,514,7982021Revenue 2022: $83,597,528Expenses 2022: $82,283,664Net Income 2022: $1,313,8642022Revenue 2023: $83,679,183Expenses 2023: $122,833,797Net Income 2023: -$39,154,6142023Revenue 2024: $89,366,853Expenses 2024: $93,908,405Net Income 2024: -$4,541,5522024

Highlighted filing

2020

Revenue$69,637,257
Expenses$87,084,604
Net Income-$17,447,347
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
S BRIAN LIPSCHULTZCo-CEO/Trustee/InvestmentFT$536,339$30,780$567,119
DANIEL REARDONCo-CEO/Trustee/InvestmentFT$544,542$22,482$567,024
CHARLOTTE JOHNSONCo-CEO/TrusteeFT$353,307$20,772$374,079
Filing and Contact Details

Filer

Filer Name
Otto Bremer Trust
EIN
41-6019050
Phone
6512278036
Address
30 EAST 7TH STREET NO 2900, ST PAUL, MN 55101

Signing Officer

Name
S Brian Lipschultz
Title
Trustee
Phone
6512278036
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson
Phone
6086628600
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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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ANALOG DEVICES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BOEING CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BREMER FINANCIAL CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CHIPOLTLE MEXICAN GRILL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16COCA-COLA CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21DUPONT DE NEMOURS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22EBAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23ECOLAB INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ELI LILLY AND CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26ESTEE LAUDER COS INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28FACEBOOK INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30GMO BENCHMARK-FREE ALLOCATION FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31HALLIBURTON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32HOME DEPOT INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35INTERCONTINENTAL EXCHANGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36INTERNATIONAL BUSINESS MACHINES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39MAIRS & POWER GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40MARSH & MCLENNAN COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MASCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46NEXTERA ENERGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51PALO ALTO NETWORKS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52PFIZER INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56SCHLUMBERGER LTD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61XILINX INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62ZIMMER BIOMET HOLDINGS INC
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Filings

Displayed year

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

Open filing
Assets
$1,417,385,077
Liabilities
$4,337,451
Net assets
$1,413,047,626
Revenue
$69,637,257
Expenses
$87,084,604
Net income
-$17,447,347
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1,420$13.4$1,407$89.4$93.9$4.54
2023Detailed filing. Detailed filing data is available for this year.$1,478$12.8$1,465$83.7$123$39.2
2022Detailed filing. Detailed filing data is available for this year.$1,436$5.85$1,430$83.6$82.3$1.31
2021Detailed filing. Detailed filing data is available for this year.$1,543$15.1$1,528$136$94.4$41.5
2020Detailed filing. Detailed filing data is available for this year.$1,417$4.34$1,413$69.6$87.1$17.4
2019Detailed filing. Detailed filing data is available for this year.$1,348$6.81$1,341$94.8$69.1$25.7
2015Summary only. Only limited summary data is available for this year.$1,042$9.52$50.2$50.2$0.07
2014Summary only. Only limited summary data is available for this year.$979$7.89$52.9$47.9$5.02
2013Summary only. Only limited summary data is available for this year.$927$9.36$45.3$43.3$1.93
2012Summary only. Only limited summary data is available for this year.$877$10.8$39.0$41.0$2.00
2011Summary only. Only limited summary data is available for this year.$848$10.5$40.0$35.4$4.60