Civic Intelligence

St. Johns Foundation

990 • Fiscal year 2017 • EIN 41-6054307

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 25, 2018

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

7th percentile

0.00x

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

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

Liabilities / Revenue

7th percentile

0.00x

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

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

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

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

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

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

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

88th percentile

55%

Faster revenue growth than 88% of similar nonprofits.

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

Assets

Flat

$8,527,579

Flat from 2017

Net Assets

Flat

$8,527,579

Flat from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Flat

$98,029

Flat from 2017

Expenses

Flat

$20,346

Flat from 2017

Net Income

Flat

$77,683

Flat from 2017

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 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

2017

Assets$8,527,579
Liabilities$0
Net Assets$8,527,579

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 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

2017

Revenue$98,029
Expenses$20,346
Net Income$77,683
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 25, 2018
Return Version
2017v2.3
Gross Receipts
$98,029
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$7,634,199$8,510,528▲ $876,329
Cash and Non-Interest-Bearing Accounts$28,144$17,051▼ $11,093
Total Assets$7,662,343$8,527,579▲ $865,236
Liabilities
Other Liabilities$50,699$0▼ $50,699
Total Liabilities$50,699$0▼ $50,699
Net Assets / Fund Balance
Permanently Rstr Net Assets$7,255,320$8,042,873▲ $787,553
Unrestricted Net Assets$59,445$484,706▲ $425,261
Temporarily Rstr Net Assets$296,879$0▼ $296,879
Total Net Assets Fund Balance$7,611,644$8,527,579▲ $915,935
Total Liabilities and Net Assets / Fund Balance$7,662,343$8,527,579▲ $865,236
Compensation and Service Providers

Board Members and Trustees

NameTitle
Annette PetersenPresident - Part Year
Pastor Daphne HamborgPresident - Part Year
Adeline BiedermannTrustee
Jim MunyerTrustee
Kathy VokounTrustee
Pastor Don MalinskyTrustee
Bonnie SchneiderSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,898
Program Service Revenue
$0
Investment Income
$94,131
Other Revenue
$0
All Other Contributions
$3,898
Change in Net Assets
$77,683

Audited Revenue Reconciliation

Revenue per Audited Statements
$98,029
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$838,252
Total Revenue per Audited Statements
$936,281
Total Revenue per Form 990
$98,029
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$20,346
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$20,346$0$20,346

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$20,346
Total Expenses per Audited Statements$20,346
Total Expenses per Form 990$20,346
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
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 11B

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
Pastor Daphne Hamborg
Title
President
Phone
5074483772
Signed
2018-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pastor Daphne Hamborg
Formed
1965
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

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 2017 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 Appendix378 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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IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT - PART YEAR
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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 2017 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:
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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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C
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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 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0901 LUTHER PLACE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ALBERT LEA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd055912
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0ALL ACTIVITIES OF THE FOUNDATION, (OTHER THATN THOSE PERFORMED BY THE FOUNDATION'S BOARD OF TRUSTEES), ARE PERFORMED BY EMPLOYEES OF ST. JOHN'S LUTHERAN HOME. VARIOUS EXPENSES, SUCH AS WAGES, OFFICE SUPPLIES, ETC. ARE PAID BY ST. JOHN'S LUTHERAN HOME.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, PART V, LINE 1
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0296879
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07662343
IRS990/TotalAssetsEOYAmt08527579
IRS990/TotalAssetsGrp/BOYAmt07662343
IRS990/TotalAssetsGrp/EOYAmt08527579
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03898
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020346
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt020346
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt050699
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt050699
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07611644
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08527579
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt094131
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt098029
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07662343
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08527579
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt059445
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0484706
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0901 LUTHER PLACE
IRS990/USAddress/CityNm0ALBERT LEA
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd056007
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PASTOR DAPHNE HAMBORG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05074483772
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-25
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0AE419FF41DEE4B5733E7E5F8E31ABE2574D75352
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00FD4EF385CD5022A6BCA3F6D48F1B56E012374BF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02018-10-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:38:19
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/PreparationDt02018-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRENT FAST
ReturnHeader/ReturnTs02018-11-07T16:43:54-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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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
2017Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$0.10$0.02$0.08
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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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