Civic Intelligence

St. Johns Foundation

990 • Fiscal year 2015 • EIN 41-6054307

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 22, 2016

Refreshing map…

901 Luther PlaceAlbert Lea, MN 56007

(507) 373-8226

Siviq Scores

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

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

72nd percentile

0.57x

Higher debt load relative to revenue than 72% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

97th percentile

81%

Higher net margin than 97% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

24th percentile

-4.0%

Faster asset growth than 24% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

94th percentile

97%

Faster revenue growth than 94% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Down

$7,482,422

Down $311,921 (-4.0%) from 2014

Net Assets

Down

$7,428,448

Down $308,711 (-4.0%) from 2014

Liabilities

Down

$53,974

Down $3,210 (-5.6%) from 2014

Revenue

Up

$95,416

Up $46,960 (+97%) from 2014

Expenses

Up

$18,056

Up $463 (+2.6%) from 2014

Net Income

Up

$77,360

Up $46,497 (+151%) from 2014

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $6,380,533Liabilities 2011: $67,640Net Assets 2011: $6,312,8932011Assets 2012: $6,792,610Liabilities 2012: $64,030Net Assets 2012: $6,728,5802012Assets 2013: $7,641,025Liabilities 2013: $60,333Net Assets 2013: $7,580,6922013Assets 2014: $7,794,343Liabilities 2014: $57,184Net Assets 2014: $7,737,1592014Assets 2015: $7,482,422Liabilities 2015: $53,974Net Assets 2015: $7,428,4482015Assets 2016: $7,662,343Liabilities 2016: $50,699Net Assets 2016: $7,611,6442016Assets 2017: $8,527,579Liabilities 2017: $0Net Assets 2017: $8,527,5792017Assets 2018: $7,755,806Liabilities 2018: $0Net Assets 2018: $7,755,8062018Assets 2019: $8,225,345Liabilities 2019: $0Net Assets 2019: $8,225,3452019Assets 2020: $8,447,970Liabilities 2020: $0Net Assets 2020: $8,447,9702020Assets 2021: $9,716,491Liabilities 2021: $0Net Assets 2021: $9,716,4912021Assets 2022: $8,451,889Liabilities 2022: $0Net Assets 2022: $8,451,8892022Assets 2023: $8,675,029Liabilities 2023: $0Net Assets 2023: $8,675,0292023Assets 2024: $8,957,750Liabilities 2024: $0Net Assets 2024: $8,957,7502024

Highlighted filing

2015

Assets$7,482,422
Liabilities$53,974
Net Assets$7,428,448

Operations Trend

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

$600K$400K$200K$0-$200K-$400KExpenses 2011: $17,7782011Expenses 2012: $17,8552012Revenue 2013: $72,334Expenses 2013: $16,069Net Income 2013: $56,2652013Revenue 2014: $48,456Expenses 2014: $17,593Net Income 2014: $30,8632014Revenue 2015: $95,416Expenses 2015: $18,056Net Income 2015: $77,3602015Revenue 2016: $63,088Expenses 2016: $16,379Net Income 2016: $46,7092016Revenue 2017: $98,029Expenses 2017: $20,346Net Income 2017: $77,6832017Revenue 2018: $72,324Expenses 2018: $44,875Net Income 2018: $27,4492018Revenue 2019: $11,182Expenses 2019: $262,950Net Income 2019: -$251,7682019Revenue 2020: $4,439Expenses 2020: $5,168Net Income 2020: -$7292020Revenue 2021: $696Expenses 2021: $345,015Net Income 2021: -$344,3192021Revenue 2022: $2,652Expenses 2022: $365,036Net Income 2022: -$362,3842022Revenue 2023: $8,270Expenses 2023: $372,687Net Income 2023: -$364,4172023Revenue 2024: $12,175Expenses 2024: $404,400Net Income 2024: -$392,2252024

Highlighted filing

2015

Revenue$95,416
Expenses$18,056
Net Income$77,360
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 22, 2016
Return Version
2015v2.1
Gross Receipts
$95,416
Mission and Program Overview

Mission

To assist st. John's lutheran home with assistance through donations, bequests and investment income.

Support st. Johns lutheran home

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,785,818$7,443,903▼ $341,915
Cash and Non-Interest-Bearing Accounts$8,525$38,519▲ $29,994
Total Assets$7,794,343$7,482,422▼ $311,921
Liabilities
Other Liabilities$57,184$53,974▼ $3,210
Total Liabilities$57,184$53,974▼ $3,210
Net Assets / Fund Balance
Permanently Rstr Net Assets$7,511,390$7,122,108▼ $389,282
Temporarily Rstr Net Assets$192,725$239,795▲ $47,070
Unrestricted Net Assets$33,044$66,545▲ $33,501
Total Net Assets Fund Balance$7,737,159$7,428,448▼ $308,711
Total Liabilities and Net Assets / Fund Balance$7,794,343$7,482,422▼ $311,921
Compensation and Service Providers

Board Members and Trustees

NameTitle
Don MathisonPresident
Bonnie SchneiderVice-president
Adeline BiedermannTrustee
Annette PetersenTrustee
Dick SpandeTrustee
Kathy VokounTrustee
Pastor Don MalinskyChaplain
Scot SpatesEx-officio
Diane WichmannFund Development
Ronald RasmussonSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$44,065
Program Service Revenue
$0
Investment Income
$51,351
Other Revenue
$0
All Other Contributions
$44,065
Change in Net Assets
$77,360

Audited Revenue Reconciliation

Revenue per Audited Statements
$95,416
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-386,071
Total Revenue per Audited Statements
$-290,655
Total Revenue per Form 990
$95,416
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,056
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$25-$25
Total Functional Expenses$0$18,056$0$18,056

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$18,056
Total Expenses per Audited Statements$18,056
Total Expenses per Form 990$18,056
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Obligation$53,974
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
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 11

The board of trustees reviews the 990 prior to its signing and mailing.

Form 990, Part VI, Section C, Line 19

The public may request any of the governing documents, conflict of interest policy and financial statements from a member of the board of trustees.

Filing and Contact Details

Filer

Filer Name
St Johns Foundation
EIN
41-6054307
Phone
5073738226
Address
901 LUTHER PLACE, ALBERT LEA, MN 56007

Signing Officer

Name
Don Mathison
Title
President
Phone
5074483772
Signed
2016-09-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Don Mathison
Formed
1965
Legal Domicile
Mn
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Cliftonlarsonallen Llp
Address
1729 WEST MAIN ST, ALBERT LEA, MN 56007-4385
Preparer
Trent Fast
Phone
5073737432
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The organization's board of directors assumes the responsibility for oversight of the audit of its financial statements and selection of an independent accountant. This process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The foundation is a not-for-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code. However, the organization is required to pay state and federal income taxes on unrelated business income. There was no unrelated business income for 2015 and no income tax liability for the year ended. In addition, the foundation has been determined by the internal revenue service not to be a "private foundation" within the meaning of section 509(a) of the internal revenue code. The organization has not been audited by the internal revenue service or minnesota revenue, and accordingly the tax returns for the past three and one-half years are open to examination.

Raw XML Appendix398 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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IRS990ScheduleD/RevenueSubtotalAmt095416
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, THE ORGANIZATION IS REQUIRED TO PAY STATE AND FEDERAL INCOME TAXES ON UNRELATED BUSINESS INCOME. THERE WAS NO UNRELATED BUSINESS INCOME FOR 2015 AND NO INCOME TAX LIABILITY FOR THE YEAR ENDED. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS NOT BEEN AUDITED BY THE INTERNAL REVENUE SERVICE OR MINNESOTA REVENUE, AND ACCORDINGLY THE TAX RETURNS FOR THE PAST THREE AND ONE-HALF YEARS ARE OPEN TO EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt018056
IRS990ScheduleD/TotalLiabilityAmt053974
IRS990ScheduleD/TotalRevenuePerForm990Amt095416
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-290655
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt018056
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES REVIEWS THE 990 PRIOR TO ITS SIGNING AND MAILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PUBLIC MAY REQUEST ANY OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS FROM A MEMBER OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ST JOHN'S LUTHERAN HOME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0410847708
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE NURSING CARE AND HOUSING TO THE ELDERLY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0901 LUTHER PLACE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ALBERT LEA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd055912
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0192725
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0239795
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07794343
IRS990/TotalAssetsEOYAmt07482422
IRS990/TotalAssetsGrp/BOYAmt07794343
IRS990/TotalAssetsGrp/EOYAmt07482422
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt044065
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018056
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt018056
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt057184
IRS990/TotalLiabilitiesEOYAmt053974
IRS990/TotalLiabilitiesGrp/BOYAmt057184
IRS990/TotalLiabilitiesGrp/EOYAmt053974
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07737159
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07428448
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt051351
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt095416
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07794343
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07482422
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt033044
IRS990/UnrestrictedNetAssetsGrp/EOYAmt066545
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0901 LUTHER PLACE
IRS990/USAddress/CityNm0ALBERT LEA
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd056007
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DON MATHISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05074483772
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST JOHNS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STJO
ReturnHeader/Filer/EIN0416054307
ReturnHeader/Filer/PhoneNum05073738226
ReturnHeader/Filer/USAddress/AddressLine1Txt0901 LUTHER PLACE
ReturnHeader/Filer/USAddress/CityNm0ALBERT LEA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd056007
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01729 WEST MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBERT LEA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0560074385
ReturnHeader/PreparerPersonGrp/PhoneNum05073737432
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRENT FAST
ReturnHeader/ReturnTs02016-11-03T15:56:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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.$8.96$0.00$8.96$0.01$0.40$0.39
2023Summary only. Only limited summary data is available for this year.$8.68$0.00$8.68$0.01$0.37$0.36
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.45$0.00$8.45$0.00$0.37$0.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.72$0.00$9.72$0.00$0.35$0.34
2020Summary only. Only limited summary data is available for this year.$8.45$0.00$8.45$0.00$0.01$0.00
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.23$0.00$8.23$0.01$0.26$0.25
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.76$0.00$7.76$0.07$0.04$0.03
2017Summary only. Only limited summary data is available for this year.$8.53$0.00$8.53$0.10$0.02$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.66$0.05$7.61$0.06$0.02$0.05
2015Detailed filing. Detailed filing data is available for this year.$7.48$0.05$7.43$0.10$0.02$0.08
2014Detailed filing. Detailed filing data is available for this year.$7.79$0.06$7.74$0.05$0.02$0.03
2013Detailed filing. Detailed filing data is available for this year.$7.64$0.06$7.58$0.07$0.02$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.79$0.06$6.73$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.38$0.07$6.31$0.02