Civic Intelligence

The Riverway Foundation

990PF • Fiscal year 2020 • EIN 41-6406915

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 23, 2021

8400 Normandale Lake Blvd 920Bloomington, MN 55437

(612) 833-1300

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

69th percentile

17%

Higher net margin than 69% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

44th percentile

1.6%

Faster asset growth than 44% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

161%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$3,413,190

Up $52,898 (+1.6%) from 2019

Net Assets

Up

$3,413,190

Up $52,898 (+1.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$294,379

Up $181,800 (+161%) from 2019

Expenses

Up

$242,923

Up $12,633 (+5.5%) from 2019

Net Income

Up

$51,456

Up $169,167 (+144%) from 2019

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,560,591Liabilities 2011: $12011Assets 2012: $3,530,921Liabilities 2012: $12012Assets 2013: $3,563,311Liabilities 2013: $0Net Assets 2013: $3,563,3112013Assets 2014: $3,647,264Liabilities 2014: $0Net Assets 2014: $3,647,2642014Assets 2015: $3,518,305Liabilities 2015: $0Net Assets 2015: $3,518,3052015Assets 2016: $3,621,047Liabilities 2016: $0Net Assets 2016: $3,621,0472016Assets 2017: $3,513,004Liabilities 2017: $0Net Assets 2017: $3,513,0042017Assets 2018: $3,457,956Liabilities 2018: $0Net Assets 2018: $3,457,9562018Assets 2019: $3,360,292Liabilities 2019: $0Net Assets 2019: $3,360,2922019Assets 2020: $3,413,190Liabilities 2020: $0Net Assets 2020: $3,413,1902020Assets 2021: $3,535,884Liabilities 2021: $0Net Assets 2021: $3,535,8842021Assets 2022: $3,505,987Liabilities 2022: $0Net Assets 2022: $3,505,9872022Assets 2023: $3,366,961Liabilities 2023: $0Net Assets 2023: $3,366,9612023Assets 2024: $3,239,927Liabilities 2024: $0Net Assets 2024: $3,239,9272024

Highlighted filing

2020

Assets$3,413,190
Liabilities$0
Net Assets$3,413,190

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $162,651Expenses 2011: $225,609Net Income 2011: -$62,9582011Revenue 2012: $183,278Expenses 2012: $216,631Net Income 2012: -$33,3532012Revenue 2013: $248,970Expenses 2013: $217,237Net Income 2013: $31,7332013Revenue 2014: $294,588Expenses 2014: $214,056Net Income 2014: $80,5322014Revenue 2015: $107,648Expenses 2015: $236,610Net Income 2015: -$128,9622015Revenue 2016: $343,284Expenses 2016: $240,466Net Income 2016: $102,8182016Revenue 2017: $167,151Expenses 2017: $275,025Net Income 2017: -$107,8742017Revenue 2018: $207,348Expenses 2018: $260,011Net Income 2018: -$52,6632018Revenue 2019: $112,579Expenses 2019: $230,290Net Income 2019: -$117,7112019Revenue 2020: $294,379Expenses 2020: $242,923Net Income 2020: $51,4562020Revenue 2021: $423,824Expenses 2021: $296,851Net Income 2021: $126,9732021Revenue 2022: $218,705Expenses 2022: $247,716Net Income 2022: -$29,0112022Revenue 2023: $119,780Expenses 2023: $247,291Net Income 2023: -$127,5112023Revenue 2024: $209,996Expenses 2024: $336,690Net Income 2024: -$126,6942024

Highlighted filing

2020

Revenue$294,379
Expenses$242,923
Net Income$51,456
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 23, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRY R BECKERTrustee-$0--
LAURA LEE BASKERVILLE BECKERTrustee-$0--
AUSTIN BERGRENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Riverway Foundation
EIN
41-6406915
Phone
6128331300
Address
8400 NORMANDALE LAKE BLVD 920, BLOOMINGTON, MN 55437

Signing Officer

Name
Terry R Becker
Title
Trustee
Phone
6128331300
Signed
2021-06-23
Discuss with paid preparer
Yes

Preparer

Firm
David M Senness CPA
Address
7900 XERXES AVE SOUTH STE 500, BLOOMINGTON, MN 55431
Preparer
David M Senness
Phone
9528930107
Raw XML Appendix323 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/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0920
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BLOOMINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055437
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09529213994
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER FORMAT/STATEMENT INCLUDING COPY OF IRS DETERMINATION LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0TERRY R BECKER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09529213994
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt08400 NORMANDALE LAKE BLVD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0920
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BLOOMINGTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd055437
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0TRUST IS OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF I.R.C. 170(C) AND 501(C). THE TRUSST WILL FUND GRANTS TO ORGANIZATIONS WHICH ARE EXEMPT FROM FEDERAL INCOME TAXATION UNDER I.R.C. 501(A) BY VIRTURE OF BEING DESCRIBED IN I.R.C. 501(C)(3) OR TO ORGANIZATIONS FOR CONTRIBUTIONS TO WHICH ARE DEDUCTIBLE UNDER UNDER I.R.C. 170(C)(2), 2055(A) AND 2522(A).
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0TERRY R BECKER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0186300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055420
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0186300
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt058051
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0128322
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0188433
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0186373
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0130382
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0128322
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt020000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt134252
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0URBAN LOAN LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1URBAN LOAN LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt020000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt111776
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt020000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt111776
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02691
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11488
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0WASH SALES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ACCRUED MARKET DISCOUNT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MINNESOTA ATTORNEY GENERAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt148
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt148
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05621
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BASIS ADJUSTMENTS BY BROKER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt042706
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY & ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt042706
TaxesSchedule/TaxesDetail/Amt01664
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01664
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY R BECKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06128331300
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RIVERWAY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RIVE
ReturnHeader/Filer/EIN0416406915
ReturnHeader/Filer/PhoneNum06128331300
ReturnHeader/Filer/USAddress/AddressLine1Txt08400 NORMANDALE LAKE BLVD 920
ReturnHeader/Filer/USAddress/CityNm0BLOOMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055437
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411655876
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID M SENNESS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07900 XERXES AVE SOUTH STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLOOMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055431
ReturnHeader/PreparerPersonGrp/PhoneNum09528930107
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M SENNESS
ReturnHeader/ReturnTs02021-06-30T15:50:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BECKER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.21$0.34$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.12$0.25$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.22$0.25$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.42$0.30$0.13
2020Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.29$0.24$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.11$0.23$0.12
2018Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.21$0.26$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.17$0.28$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.34$0.24$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.11$0.24$0.13
2014Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.29$0.21$0.08
2013Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.25$0.22$0.03
2012Summary only. Only limited summary data is available for this year.$3.53$0.00$0.18$0.22$0.03
2011Summary only. Only limited summary data is available for this year.$3.56$0.00$0.16$0.23$0.06