Civic Intelligence

Paul M Otteson Foundation

990PF • Fiscal year 2014 • EIN 41-6079412

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 30, 2015

Organization Profile
209 Mill Street EOwatonna, MN 55060

(507) 446-9300

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

33rd percentile

-4.4%

Higher net margin than 33% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

45th percentile

-0.4%

Faster asset growth than 45% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

88th percentile

65%

Faster revenue growth than 88% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$307,469

Down $1,167 (-0.4%) from 2013

Net Assets

Down

$307,469

Down $1,167 (-0.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin33rd percentile

Revenue

Up

$26,260

Up $10,321 (+65%) from 2013

Expenses

Up

$27,427

Up $12,122 (+79%) from 2013

Net Income

Down

-$1,167

Down $1,801 (-284%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$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

2014

Assets$307,469
Liabilities$0
Net Assets$307,469
Open 2014 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$26,260
Expenses$27,427
Net Income-$1,167
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 30, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

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
2015-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Reese Winter & Associates Ltd
Address
112 W 5TH ST, NORTHFIELD, MN 55057-2006
Preparer
Julie Becker
Phone
5076454473
Raw XML Appendix354 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/GrantOrContributionPurposeTxt1CONGREGATIONS AND CEMETERIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CONGREGATIONS AND CEMETERIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CONGREGATIONS AND CEMETERIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4MEDIA, ARTS, CULTURE, EDUCATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6MEDIA, ARTS, CULTURE, EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7HELP THE POOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ST PAUL'S EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4HOSPITALITY HOUSE FOR SENIORS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ST OLAF COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6MN PUBLIC RADIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7TRANSITIONAL HOUSING
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 17450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26112 N CEDAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt36112 N CEDAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 298
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51520 ST OLAF AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 65856
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03288
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015289
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015289
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024300
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015289
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018577
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ATTORNEY GENERAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1180
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2655
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3499
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BROOKFIELD INFRASTRUCTURE PAR
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0962
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0962
TaxesSchedule/TaxesDetail/Amt0320
TaxesSchedule/TaxesDetail/Amt1342
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID-ML
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES OTTESON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05074469300
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-30
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/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/PreparationDt02015-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE BECKER
ReturnHeader/ReturnTs02015-05-14T13:47:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$307,469
Liabilities
$0
Net assets
$307,469
Revenue
$26,260
Expenses
$27,427
Net income
-$1,167
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.25$0.56$0.31
2017Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.62$0.57$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.64$0.22$0.42
2015Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.61$0.64$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.26$0.27$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.16$0.15$0.01
2012Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.84
2011Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.27
2010Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.24