Civic Intelligence

Alpha Nu Trust Fund Inc.

990 • Fiscal year 2016 • EIN 41-6034850

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 06, 2017

4900 Lodge LaneGreenwood, MN 55331

(952) 567-2888

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

2nd percentile

-251%

Higher net margin than 2% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

19th percentile

-7.9%

Faster asset growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-66%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$589,909

Down $50,700 (-7.9%) from 2015

Net Assets

Down

$589,909

Down $50,700 (-7.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$24,021

Down $46,543 (-66%) from 2015

Expenses

Up

$84,304

Up $50,862 (+152%) from 2015

Net Income

Down

-$60,283

Down $97,405 (-262%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $633,242Liabilities 2011: $0Net Assets 2011: $633,2422011Assets 2012: $631,039Liabilities 2012: $0Net Assets 2012: $631,0392012Assets 2013: $632,260Liabilities 2013: $0Net Assets 2013: $632,2602013Assets 2014: $610,746Liabilities 2014: $0Net Assets 2014: $610,7462014Assets 2015: $640,609Liabilities 2015: $0Net Assets 2015: $640,6092015Assets 2016: $589,909Liabilities 2016: $0Net Assets 2016: $589,9092016Assets 2017: $625,529Liabilities 2017: $0Net Assets 2017: $625,5292017Assets 2018: $732,373Liabilities 2018: $0Net Assets 2018: $732,3732018Assets 2019: $823,977Liabilities 2019: $0Net Assets 2019: $823,9772019Assets 2020: $924,614Liabilities 2020: $0Net Assets 2020: $924,6142020Assets 2021: $883,413Liabilities 2021: $0Net Assets 2021: $883,4132021Assets 2022: $624,816Liabilities 2022: $0Net Assets 2022: $624,8162022Assets 2023: $447,908Liabilities 2023: $0Net Assets 2023: $447,9082023Assets 2024: $349,707Liabilities 2024: $0Net Assets 2024: $349,7072024

Highlighted filing

2016

Assets$589,909
Liabilities$0
Net Assets$589,909

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2011: $7Expenses 2011: $29Net Income 2011: -$222011Revenue 2012: $8Expenses 2012: $2,211Net Income 2012: -$2,2032012Revenue 2013: $1,246Expenses 2013: $25Net Income 2013: $1,2212013Revenue 2014: $16,511Expenses 2014: $38,025Net Income 2014: -$21,5142014Revenue 2015: $70,564Expenses 2015: $33,442Net Income 2015: $37,1222015Revenue 2016: $24,021Expenses 2016: $84,304Net Income 2016: -$60,2832016Revenue 2017: $30,983Expenses 2017: $4,687Net Income 2017: $26,2962017Revenue 2018: $142,087Expenses 2018: $26,382Net Income 2018: $115,7052018Revenue 2019: $381,808Expenses 2019: $290,288Net Income 2019: $91,5202019Revenue 2020: $70,639Expenses 2020: $6,313Net Income 2020: $64,3262020Revenue 2021: $35,131Expenses 2021: $86,693Net Income 2021: -$51,5622021Revenue 2022: $22,116Expenses 2022: $242,945Net Income 2022: -$220,8292022Revenue 2023: $43,014Expenses 2023: $242,715Net Income 2023: -$199,7012023Revenue 2024: $36,137Expenses 2024: $160,736Net Income 2024: -$124,5992024

Highlighted filing

2016

Revenue$24,021
Expenses$84,304
Net Income-$60,283
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 6, 2017
Return Version
2016v3.0
Gross Receipts
$54,125
Mission and Program Overview

Mission

To support educational opportunities for college students and networking opportunities for alumni.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$665,809$665,809→ $0
Other Notes and Loans Receivable, Net$504,536$450,000▼ $54,536
Savings and Temporary Cash Investments$83,977$79,749▼ $4,228
Investments in Publicly Traded Securities$52,083$60,160▲ $8,077
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-25,200$-75,900▼ $50,700
Total Assets$640,609$589,909▼ $50,700
Other Assets Total$13$0▼ $13
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$640,609$589,909▼ $50,700
Total Liabilities and Net Assets / Fund Balance$640,609$589,909▼ $50,700
Compensation and Service Providers

Board Members and Trustees

NameTitle
Thomas WrightPresident
Daniel B AhlbergDirector
Douglas A BasileDirector
Gary BergrenDirector
Tom FurlongDirector
Jim RobertsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,638
Program Service Revenue
$0
Investment Income
$7,383
Other Revenue
$0
Change in Net Assets
$-60,283
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$82,304
Grants and Similar Amounts Paid$2,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$30,000--$30,000
Grants to Domestic Individuals$2,000--$2,000
Office Expenses-$1,380-$1,380
Other Expenses$50,827$75-$75
All Other Expenses-$22-$22
Total Functional Expenses$82,827$1,477$0$84,304
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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, Part VI, Section B, line 11B

Form 990 reviewed by directors prior to remittance to IRS

Form 990, Part VI, Section C, line 19

Organization makes governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Alpha Nu Trust Fund Inc
EIN
41-6034850
Phone
9525672888
Address
4900 Lodge Lane, Greenwood, MN 55331

Signing Officer

Name
Jim Roberts
Title
Treasurer
Phone
9525672888
Signed
2017-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Wright
Formed
1950
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Wipfli LLP
Address
7601 France Avenue South Suite 400, Minneapolis, MN 55435
Preparer
Michael J Peterson CPA
Phone
9525483400
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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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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04900 Lodge Lane
IRS990/USAddress/CityNm0Greenwood
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055331
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jim Roberts
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09525672888
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alpha Nu Trust Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0416034850
ReturnHeader/Filer/PhoneNum09525672888
ReturnHeader/Filer/USAddress/AddressLine1Txt04900 Lodge Lane
ReturnHeader/Filer/USAddress/CityNm0Greenwood
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055331
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BB3069DA9F6047B5836CE2952E0AE234800C2778
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.249.107.123
ReturnHeader/FilingSecurityInformation/IPDt02017-10-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:22:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wipfli LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07601 France Avenue South Suite 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Minneapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055435
ReturnHeader/PreparerPersonGrp/PhoneNum09525483400
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael J Peterson CPA
ReturnHeader/ReturnTs02017-10-13T13:18:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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.$3.50$0.00$3.50$0.36$1.61$1.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.48$0.00$4.48$0.43$2.43$2.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.25$0.00$6.25$0.22$2.43$2.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.83$0.00$8.83$0.35$0.87$0.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.25$0.00$9.25$0.71$0.06$0.64
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.24$0.00$8.24$3.82$2.90$0.92
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.32$0.00$7.32$1.42$0.26$1.16
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.26$0.00$6.26$0.31$0.05$0.26
2016Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$0.24$0.84$0.60
2015Summary only. Only limited summary data is available for this year.$6.41$0.00$6.41$0.71$0.33$0.37
2014Summary only. Only limited summary data is available for this year.$6.11$0.00$6.11$0.17$0.38$0.22
2013Summary only. Only limited summary data is available for this year.$6.32$0.00$6.32$0.01$0.00$0.01
2012Summary only. Only limited summary data is available for this year.$6.31$0.00$6.31$0.00$0.02$0.02
2011Summary only. Only limited summary data is available for this year.$6.33$0.00$6.33$0.00$0.00$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $500k-$1M nonprofits