Civic Intelligence

Oakleaf Endowment Trust for the Minnesota Opera Company

990 • Fiscal year 2011 • EIN 41-6429970

Jan 01, 2011 to Dec 31, 2011 • Filed on May 14, 2012

Organization ProfileN/A
80 S 8th St 1800 Ids Center No 180055402
Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2011 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets5th percentile

Assets

$7,663,165

No earlier filing loaded for comparison.

Net Assets

$7,663,165

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$507,153

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $7,663,165Liabilities 2011: $0Net Assets 2011: $7,663,1652011Assets 2012: $7,395,019Liabilities 2012: $0Net Assets 2012: $7,395,0192012Assets 2013: $7,198,580Liabilities 2013: $0Net Assets 2013: $7,198,5802013Assets 2014: $7,237,849Liabilities 2014: $0Net Assets 2014: $7,237,8492014Assets 2015: $7,122,604Liabilities 2015: $0Net Assets 2015: $7,122,6042015Assets 2016: $6,810,654Liabilities 2016: $0Net Assets 2016: $6,810,6542016Assets 2017: $6,609,991Liabilities 2017: $0Net Assets 2017: $6,609,9912017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2011

Assets$7,663,165
Liabilities$0
Net Assets$7,663,165
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2011: $507,1532011Expenses 2012: $499,9172012Revenue 2013: $490,111Expenses 2013: $501,523Net Income 2013: -$11,4122013Revenue 2014: $562,407Expenses 2014: $523,085Net Income 2014: $39,3222014Revenue 2015: $401,110Expenses 2015: $516,377Net Income 2015: -$115,2672015Revenue 2016: $201,651Expenses 2016: $513,584Net Income 2016: -$311,9332016Revenue 2017: $306,736Expenses 2017: $507,229Net Income 2017: -$200,4932017Revenue 2018: $399,715Expenses 2018: $494,765Net Income 2018: -$95,0502018

Highlighted filing

2011

Revenue-
Expenses$507,153
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 14, 2012
Return Version
2011v1.2
Gross Receipts
$374,738
Mission and Program Overview

Mission

To establish an endowment to maintain and enhance the quality of the minnesota opera company or its successor by merger or consolidation

Filing and Contact Details

Filer

EIN
41-6429970
Raw XML Appendix388 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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IRS990ScheduleO/GeneralExplanation/Explanation0PER THE ENDOWMENT'S TRUST AGREEMENT, THE NOMINATING GROUP FOR THE ENDOWMENT'S BOARD OF DIRECTORS IS COMPRISED OF THE MINNESOTA OPERA COMPANY'S BOARD OF DIRECTORS, THE CHAIRPERSON OF THE MINNESOTA OPERA COMPANY'S NOMINATING COMMITTEE AND THE CHAIRPERSON OF THE MINNESOTA OPERA COMPANY'S COMMITTEE THAT IS RESPONSIBLE FOR ITS INVESTMENTS.
IRS990ScheduleO/GeneralExplanation/Explanation1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/GeneralExplanation/Explanation2THE OAKLEAF ENDOWMENT TRUST FOR THE MINNESOTA OPERA MAKES ITS GOVERNING DOCUMENTS AND OTHER FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION BY REQUEST TO HAVE DOCUMENTS RECEIVED VIA E-MAIL, REGULAR MAIL, OR IN PERSON AT THE OKABENA COMPANY, 180O IDS CENTER, MINNEAPOLIS, MN, 55402. A FEE MAY APPLY FOR COPYING AND MAILING COSTS ASSOCIATED WITH THE REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation3THE OTHER CHANGES IN NET ASSETS OR FUND BALANCES ARE DUE TO THE BOOK/TAX ALLOCATION DIFFERENCE.
IRS990ScheduleO/GeneralExplanation/Explanation4THE FULL LEGAL NAME OF THE ORGANIZATION IS THE OAKLEAF ENDOWMENT TRUST FOR THE MINNESOTA OPERA COMPANY.
IRS990ScheduleO/GeneralExplanation/Explanation5THE TRUSTEES, HAVING BEEN SELECTED BY THE MINNESOTA OPERA COMPANY BOARD OF DIRECTORS, ARE SUBJECT TO THE POLICIES AND PROCEDURES OF THE MINNESOTA OPERA COMPANY, THE SUPPORTED ORGANIZATION. THE ENDOWMENT TRUST DOES NOT COMPENSATE ANY TRUSTEES, OFFICERS, OR KEY EMPLOYEES.
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ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-14T10:07:54-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$7,663,165
Liabilities
$0
Net assets
$7,663,165
Revenue
-
Expenses
$507,153
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.40$0.49$0.10
2017Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$0.31$0.51$0.20
2016Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.20$0.51$0.31
2015Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.40$0.52$0.12
2014Detailed filing. Detailed filing data is available for this year.$7.24$0.00$7.24$0.56$0.52$0.04
2013Detailed filing. Detailed filing data is available for this year.$7.20$0.00$7.20$0.49$0.50$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.40$0.00$7.40$0.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.66$0.00$7.66$0.51