Civic Intelligence

Owatonna Foundation Inc.

990 • Fiscal year 2017 • EIN 41-6038547

Jan 01, 2017 to Dec 31, 2017

Owatonna, MN
Siviq Scores

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

Liabilities / Assets

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

32nd percentile

0.08x

Higher debt load relative to revenue than 32% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

85%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$5,931,096

Up $892,676 (+18%) from 2016

Net Assets

Up

$5,878,175

Up $930,713 (+19%) from 2016

Liabilities

Down

$52,921

Down $38,037 (-42%) from 2016

Revenue

Up

$663,646

Up $304,531 (+85%) from 2016

Expenses

Down

$241,966

Down $44,891 (-16%) from 2016

Net Income

Up

$421,680

Up $349,422 (+484%) from 2016

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2009: $4,682,641Liabilities 2009: $0Net Assets 2009: $4,682,6412009Assets 2011: $3,460,187Liabilities 2011: $0Net Assets 2011: $3,460,1872011Assets 2012: $3,570,746Liabilities 2012: $0Net Assets 2012: $3,570,7462012Assets 2013: $4,157,173Liabilities 2013: $527Net Assets 2013: $4,156,6462013Assets 2014: $4,531,451Liabilities 2014: $2,767Net Assets 2014: $4,528,6842014Assets 2015: $4,725,895Liabilities 2015: $184,533Net Assets 2015: $4,541,3622015Assets 2016: $5,038,420Liabilities 2016: $90,958Net Assets 2016: $4,947,4622016Assets 2017: $5,931,096Liabilities 2017: $52,921Net Assets 2017: $5,878,1752017Assets 2018: $5,929,647Liabilities 2018: $67,929Net Assets 2018: $5,861,7182018Assets 2019: $7,172,801Liabilities 2019: $173,345Net Assets 2019: $6,999,4562019Assets 2020: $8,457,831Liabilities 2020: $399,642Net Assets 2020: $8,058,1892020Assets 2021: $10,156,678Liabilities 2021: $403,525Net Assets 2021: $9,753,1532021Assets 2022: $8,946,592Liabilities 2022: $210,745Net Assets 2022: $8,735,8472022Assets 2023: $10,116,921Liabilities 2023: $75,239Net Assets 2023: $10,041,6822023Assets 2024: $11,232,066Liabilities 2024: $258,276Net Assets 2024: $10,973,7902024

Highlighted filing

2017

Assets$5,931,096
Liabilities$52,921
Net Assets$5,878,175

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2009: $21,284Expenses 2009: $1,035,528Net Income 2009: -$1,014,2442009Revenue 2011: $510,240Expenses 2011: $1,635,394Net Income 2011: -$1,125,1542011Revenue 2012: $359,177Expenses 2012: $468,545Net Income 2012: -$109,3682012Revenue 2013: $794,599Expenses 2013: $286,877Net Income 2013: $507,7222013Revenue 2014: $665,328Expenses 2014: $249,009Net Income 2014: $416,3192014Revenue 2015: $545,461Expenses 2015: $268,359Net Income 2015: $277,1022015Revenue 2016: $359,115Expenses 2016: $286,857Net Income 2016: $72,2582016Revenue 2017: $663,646Expenses 2017: $241,966Net Income 2017: $421,6802017Revenue 2018: $802,506Expenses 2018: $294,788Net Income 2018: $507,7182018Revenue 2019: $803,624Expenses 2019: $281,220Net Income 2019: $522,4042019Revenue 2020: $1,519,222Expenses 2020: $574,555Net Income 2020: $944,6672020Revenue 2021: $1,553,980Expenses 2021: $501,399Net Income 2021: $1,052,5812021Revenue 2022: $562,340Expenses 2022: $311,423Net Income 2022: $250,9172022Revenue 2023: $761,379Expenses 2023: $478,642Net Income 2023: $282,7372023Revenue 2024: $916,828Expenses 2024: $559,000Net Income 2024: $357,8282024

Highlighted filing

2017

Revenue$663,646
Expenses$241,966
Net Income$421,680
Filing Detail Status

This 2017 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Mission and Program Overview

Mission

To provide money grants to non-profit agencies located in steele county to acquire property & equipment and to provide scholarships to local high school students.

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.$11.2$0.26$11.0$0.92$0.56$0.36
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.08$10.0$0.76$0.48$0.28
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.95$0.21$8.74$0.56$0.31$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.40$9.75$1.55$0.50$1.05
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.46$0.40$8.06$1.52$0.57$0.94
2019Summary only. Only limited summary data is available for this year.$7.17$0.17$7.00$0.80$0.28$0.52
2018Summary only. Only limited summary data is available for this year.$5.93$0.07$5.86$0.80$0.29$0.51
2017Summary only. Only limited summary data is available for this year.$5.93$0.05$5.88$0.66$0.24$0.42
2016Summary only. Only limited summary data is available for this year.$5.04$0.09$4.95$0.36$0.29$0.07
2015Summary only. Only limited summary data is available for this year.$4.73$0.18$4.54$0.55$0.27$0.28
2014Summary only. Only limited summary data is available for this year.$4.53$0.00$4.53$0.67$0.25$0.42
2013Summary only. Only limited summary data is available for this year.$4.16$0.00$4.16$0.79$0.29$0.51
2012Summary only. Only limited summary data is available for this year.$3.57$0.00$3.57$0.36$0.47$0.11
2011Summary only. Only limited summary data is available for this year.$3.46$0.00$3.46$0.51$1.64$1.13
2009Summary only. Only limited summary data is available for this year.$4.68$0.00$4.68$0.02$1.04$1.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $5M-$10M nonprofits