Civic Intelligence

Paul M Otteson Foundation

EIN 41-6079412 • Owatonna, MN

209 Mill Street EOwatonna, MN 55060
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2018

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2018

Net Margin

10th percentile

-121%

Higher net margin than 10% of similar nonprofits.

<$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2018

Asset Growth

41st percentile

-8.7%

Faster asset growth than 41% of similar nonprofits.

<$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

15th percentile

-59%

Faster revenue growth than 15% of similar nonprofits.

<$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$321,503

Down $30,580 (-8.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$321,503

Down $30,580 (-8.7%) from 2017

Revenue

Down

$25,347

Down $36,499 (-59%) from 2017

Expenses

Down

$55,927

Down $698 (-1.2%) from 2017

Net Income

Down

-$30,580

Down $35,801 (-686%) from 2017

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $452,403Liabilities 2010: $0Net Assets 2010: $452,4032010Assets 2011: $410,284Liabilities 2011: $0Net Assets 2011: $410,2842011Assets 2012: $308,002Liabilities 2012: $0Net Assets 2012: $308,0022012Assets 2013: $308,636Liabilities 2013: $0Net Assets 2013: $308,6362013Assets 2014: $307,469Liabilities 2014: $0Net Assets 2014: $307,4692014Assets 2015: $304,421Liabilities 2015: $0Net Assets 2015: $304,4212015Assets 2016: $346,862Liabilities 2016: $0Net Assets 2016: $346,8622016Assets 2017: $352,083Liabilities 2017: $0Net Assets 2017: $352,0832017Assets 2018: $321,503Liabilities 2018: $0Net Assets 2018: $321,5032018

Highlighted filing

2018

Assets$321,503
Liabilities$0
Net Assets$321,503

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KExpenses 2010: $23,6192010Expenses 2011: $27,4662011Expenses 2012: $84,4052012Revenue 2013: $15,939Expenses 2013: $15,305Net Income 2013: $6342013Revenue 2014: $26,260Expenses 2014: $27,427Net Income 2014: -$1,1672014Revenue 2015: $61,159Expenses 2015: $64,207Net Income 2015: -$3,0482015Revenue 2016: $64,305Expenses 2016: $21,864Net Income 2016: $42,4412016Revenue 2017: $61,846Expenses 2017: $56,625Net Income 2017: $5,2212017Revenue 2018: $25,347Expenses 2018: $55,927Net Income 2018: -$30,5802018

Highlighted filing

2018

Revenue$25,347
Expenses$55,927
Net Income-$30,580

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 19, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES OTTESONOfficer-$0--
DAVID OTTESONOfficer-$0--
Filing and Contact Details

Filer

Filer Name
Paul M Otteson Foundation
EIN
41-6079412
Phone
5074469300
Address
209 MILL STREET E, OWATONNA, MN 55060

Signing Officer

Name
James Otteson
Title
Officer
Phone
5074469300
Signed
2019-08-19
Discuss with paid preparer
Yes

Preparer

Firm
Reese Winter & Associates Ltd
Address
112 W 5TH ST, NORTHFIELD, MN 55057-2006
Preparer
Julie Becker CPA
Phone
5076454473
Raw XML Appendix374 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SENIOR CENTER CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TEMPORARY AND EMERGENCY HOUSING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CONGREGATIONS AND CEMETERIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CONGREGATIONS AND CEMETERIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5HONOR VETERANS AND PROMOTE AVIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6EDUCATIONAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7EDUCATIONAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8EDUCATIONAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CA POLYTECHNIC STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SWEET GRASS COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HOSPITALITY HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ST PAUL'S EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BIG TIMBER LUTHERAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ORDER OF DAEDALIANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6UNIVERSITY OF VIRGINIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7COMMUNITY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8VIRGINIA MILITARY INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 GRAND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1116 2ND AVENUE W
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2250 E MAIN STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 400807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt77815 WILLIAMSON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8319 LETCHER AVENUE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt033307
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt023445
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt034237
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt078375
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020693
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt023445
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt034237
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt054000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020693
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt078375
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt057682
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ATTORNEY GENERAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
TaxesSchedule/TaxesDetail/Amt0637
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES OTTESON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05074469300
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL M OTTESON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0416079412
ReturnHeader/Filer/PhoneNum05074469300
ReturnHeader/Filer/USAddress/AddressLine1Txt0209 MILL STREET E
ReturnHeader/Filer/USAddress/CityNm0OWATONNA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055060
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0420847FC41AE22481410C202910802366D415237
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04BDB78226EEC64F586FECFB3E4E11E566AC2A316
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0137.27.97.50
ReturnHeader/FilingSecurityInformation/IPDt02019-08-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:02:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411226475
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REESE WINTER & ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0112 W 5TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTHFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0550572006
ReturnHeader/PreparerPersonGrp/PhoneNum05076454473
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE BECKER CPA
ReturnHeader/ReturnTs02019-08-27T12:02:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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