Civic Intelligence

The Ankeny Foundation

990PF • Fiscal year 2016 • EIN 41-6024188

Apr 01, 2015 to Mar 31, 2016 • Filed on Feb 10, 2017

601 Carlson Pkwy No 800Minnetonka, MN 55305

(952) 835-2577

Siviq Scores

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

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

65th percentile

0.19x

Higher debt load relative to revenue than 65% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

56th percentile

2.2%

Faster asset growth than 56% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-91%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$2,061,472

Up $43,841 (+2.2%) from 2015

Net Assets

$2,050,910

No earlier filing loaded for comparison.

Liabilities

Up

$10,562

Up $10,562 from 2015

Revenue

Down

$57,083

Down $566,472 (-91%) from 2015

Expenses

Down

$20,367

Down $4,376 (-18%) from 2015

Net Income

Down

$36,716

Down $562,096 (-94%) from 2015

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,676,563Liabilities 2011: $02011Assets 2012: $1,430,916Liabilities 2012: $02012Assets 2013: $1,762,560Liabilities 2013: $02013Assets 2014: $1,565,045Liabilities 2014: $02014Assets 2015: $2,017,631Liabilities 2015: $02015Assets 2016: $2,061,472Liabilities 2016: $10,562Net Assets 2016: $2,050,9102016Assets 2018: $2,138,569Liabilities 2018: $0Net Assets 2018: $2,138,5692018Assets 2019: $2,172,683Liabilities 2019: $0Net Assets 2019: $2,172,6832019Assets 2020: $2,067,569Liabilities 2020: $0Net Assets 2020: $2,067,5692020Assets 2021: $2,131,512Liabilities 2021: $0Net Assets 2021: $2,131,5122021Assets 2022: $1,990,429Liabilities 2022: $2,003Net Assets 2022: $1,988,4262022Assets 2023: $3,594,346Liabilities 2023: $4,686Net Assets 2023: $3,589,6602023Assets 2024: $3,282,871Liabilities 2024: $2,095Net Assets 2024: $3,280,7762024Assets 2025: $3,414,649Liabilities 2025: $3,170Net Assets 2025: $3,411,4792025

Highlighted filing

2016

Assets$2,061,472
Liabilities$10,562
Net Assets$2,050,910

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $332,833Expenses 2011: $293,997Net Income 2011: $38,8362011Revenue 2012: $477,851Expenses 2012: $723,498Net Income 2012: -$245,6472012Revenue 2013: $592,591Expenses 2013: $260,947Net Income 2013: $331,6442013Revenue 2014: $431,868Expenses 2014: $763,161Net Income 2014: -$331,2932014Revenue 2015: $623,555Expenses 2015: $24,743Net Income 2015: $598,8122015Revenue 2016: $57,083Expenses 2016: $20,367Net Income 2016: $36,7162016Revenue 2018: $98,504Expenses 2018: $20,744Net Income 2018: $77,7602018Revenue 2019: $328,085Expenses 2019: $293,971Net Income 2019: $34,1142019Revenue 2020: $219,421Expenses 2020: $205,905Net Income 2020: $13,5162020Revenue 2021: $83,825Expenses 2021: $19,882Net Income 2021: $63,9432021Revenue 2022: $590,081Expenses 2022: $219,055Net Income 2022: $371,0262022Revenue 2023: $1,880,425Expenses 2023: $279,191Net Income 2023: $1,601,2342023Revenue 2024: $135,868Expenses 2024: $488,465Net Income 2024: -$352,5972024Revenue 2025: $465,432Expenses 2025: $339,483Net Income 2025: $125,9492025

Highlighted filing

2016

Revenue$57,083
Expenses$20,367
Net Income$36,716
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Feb 10, 2017
Return Version
2015v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEWALT H ANKENY JRPresident-$0--
SALLY A ANSONVice President-$0--
MICHAEL H ANKENYTreasurer/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Ankeny Foundation
EIN
41-6024188
Phone
9528352577
Address
601 CARLSON PKWY NO 800, MINNETONKA, MN 55305

Signing Officer

Name
Jon Crow
Title
Officer
Phone
9528352577
Signed
2017-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Ballenthin Funk & Johnson Llp
Address
101 EAST 5TH STREET SUITE 1550, ST PAUL, MN 55101
Preparer
David a Johnson CPA
Phone
6516890130
Raw XML Appendix375 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DEWALT H ANKENY JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SALLY A ANSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MICHAEL H ANKENY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt06790
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0722806
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0248675
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0710431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0275601
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.265171
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.003289
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.447183
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.161359
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.540128
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.173898
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0375
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02213764
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02064287
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01616353
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01541129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01315302
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01584847
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.325857
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01165
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01165
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01165
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JON CROW
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0601 CARLSON PKWY 800
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MINNETONKA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055305
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09528352577
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DEWALT H ANKENY JR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1SALLY A ANSON
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2MICHAEL H ANKENY
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01165
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0109938
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0108773
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0649402
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0182886
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0648954
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0197688
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0108773
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt088915
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01481242
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0649402
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0182886
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0648954
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01165
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01570157
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01678930
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0139
OtherDecreasesSchedule/OtherDecreasesDetail/Amt13298
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FOREIGN TAX PAID
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ADJUSTMENT TO PRIOR YEAR CORPUS - SMC PRIVATE CAPITAL FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MN FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER PORTFOLIO EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14005
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14005
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt074
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER PORTFOLIO INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt074
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt074
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010522
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010522
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JON CROW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09528352577
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ANKENY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ANKE
ReturnHeader/Filer/EIN0416024188
ReturnHeader/Filer/PhoneNum09528352577
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 CARLSON PKWY NO 800
ReturnHeader/Filer/USAddress/CityNm0MINNETONKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055305
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481291655
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BALLENTHIN FUNK & JOHNSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 EAST 5TH STREET SUITE 1550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST PAUL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055101
ReturnHeader/PreparerPersonGrp/PhoneNum06516890130
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A JOHNSON CPA
ReturnHeader/ReturnTs02017-02-14T09:04:49-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-04-01
ReturnHeader/TaxPeriodEndDt02016-03-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.47$0.34$0.13
2024Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.14$0.49$0.35
2023Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$1.88$0.28$1.60
2022Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.59$0.22$0.37
2021Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.08$0.02$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.22$0.21$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.33$0.29$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.10$0.02$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.06$0.01$2.05$0.06$0.02$0.04
2015Summary only. Only limited summary data is available for this year.$2.02$0.00$0.62$0.02$0.60
2014Summary only. Only limited summary data is available for this year.$1.57$0.00$0.43$0.76$0.33
2013Summary only. Only limited summary data is available for this year.$1.76$0.00$0.59$0.26$0.33
2012Summary only. Only limited summary data is available for this year.$1.43$0.00$0.48$0.72$0.25
2011Summary only. Only limited summary data is available for this year.$1.68$0.00$0.33$0.29$0.04