Paul M Otteson Foundation

990PF • Fiscal year 2015 • EIN 41-6079412

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 17, 2016

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.

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

-5.0%

Higher net margin than 32% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

-1.0%

Faster asset growth than 45% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

133%

Faster revenue growth than 94% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$304,421

Down $3,048 (-1.0%) from 2014

Net Assets

Down

$304,421

Down $3,048 (-1.0%) from 2014

Liabilities

Flat

Flat from 2014

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin32nd percentile

Revenue

$61,159

Up $34,899 (+133%) from 2014

Expenses

$64,207

Up $36,780 (+134%) from 2014

Net Income

Down

-$3,048

Down $1,881 (-161%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

Highlighted filing

2015

Assets$304,421

Liabilities$0

Net Assets$304,421

Open 2015 Filing

Operations Trend

Revenue Growth94th percentile

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

Highlighted filing

2015

Revenue$61,159

Expenses$64,207

Net Income-$3,048

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2015 to Dec 31, 2015
Signed: Aug 17, 2016
Return Version: 2015v2.1

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JAMES OTTESON	Officer	-	$0	-	-
DAVID OTTESON	Officer	-	$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: 2016-08-17
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

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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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	OWATONNA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	55060
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5074469300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	6000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	CONGREGATIONS AND CEMETERIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	CONGREGATIONS AND CEMETERIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	MEDIA, ARTS, CULTURE, EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	BIG TIMBER LUTHERAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	ST PAUL'S EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	SWEETGRASS COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 278
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	6112 N CEDAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	116 W 2ND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	BIG TIMBER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	OWATONNA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	BIG TIMBER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	59011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	55060
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	59011
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	63000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	28763
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	28763
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	15289
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	49526
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	34237
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	15289
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	63000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	34237
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	49526
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	15289
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	ATTORNEY GENERAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	BROOKFIELD EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	90
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	-299
TaxesSchedule/TaxesDetail/Amt	0	150
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAX PAID
ReturnHeader/BuildTS	0	2016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JAMES OTTESON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5074469300
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	PAUL M OTTESON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	PAUL
ReturnHeader/Filer/EIN	0	416079412
ReturnHeader/Filer/PhoneNum	0	5074469300
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	209 MILL STREET E
ReturnHeader/Filer/USAddress/CityNm	0	OWATONNA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MN
ReturnHeader/Filer/USAddress/ZIPCd	0	55060
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	411226475
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	REESE WINTER & ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	112 W 5TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	NORTHFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	550572006
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5076454473
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2016-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JULIE BECKER
ReturnHeader/ReturnTs	0	2016-08-18T09:21:17-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2015-01-01
ReturnHeader/TaxPeriodEndDt	0	2015-12-31
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $304,421
Liabilities: $0
Net assets: $304,421
Revenue: $61,159
Expenses: $64,207
Net income: -$3,048

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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