Civic Intelligence

Evert Foundation

EIN 41-6543299 • Minneapolis, MN

Suite 1500Minneapolis, MN 55402
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

3rd percentile

-175%

Higher net margin than 3% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

7th percentile

-17%

Faster asset growth than 7% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

130%

Faster revenue growth than 89% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Down

$8,580,286

Down $1,729,348 (-17%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$8,580,286

No earlier filing loaded for comparison.

Revenue

Up

$1,052,623

Up $594,376 (+130%) from 2023

Expenses

Up

$2,891,688

Up $2,320,382 (+406%) from 2023

Net Income

Down

-$1,839,065

Down $1,726,006 (-1527%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $4,426,110Liabilities 2011: $02011Assets 2012: $4,353,429Liabilities 2012: $02012Assets 2013: $4,596,028Liabilities 2013: $0Net Assets 2013: $4,596,0282013Assets 2014: $5,184,866Liabilities 2014: $0Net Assets 2014: $5,184,8662014Assets 2015: $5,097,834Liabilities 2015: $12015Assets 2016: $5,720,745Liabilities 2016: $0Net Assets 2016: $5,720,7452016Assets 2017: $5,589,868Liabilities 2017: $0Net Assets 2017: $5,589,8682017Assets 2018: $8,620,910Liabilities 2018: $0Net Assets 2018: $8,620,9102018Assets 2019: $9,978,563Liabilities 2019: $0Net Assets 2019: $9,978,5632019Assets 2020: $10,811,869Liabilities 2020: $12020Assets 2021: $11,953,346Liabilities 2021: $0Net Assets 2021: $11,953,3462021Assets 2022: $9,896,954Liabilities 2022: $0Net Assets 2022: $9,896,9542022Assets 2023: $10,309,634Liabilities 2023: $12023Assets 2024: $8,580,286Liabilities 2024: $0Net Assets 2024: $8,580,2862024

Highlighted filing

2024

Assets$8,580,286
Liabilities$0
Net Assets$8,580,286

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $137,764Expenses 2011: $2,164,310Net Income 2011: -$2,026,5462011Revenue 2012: $1,221,412Expenses 2012: $1,294,093Net Income 2012: -$72,6812012Revenue 2013: $399,151Expenses 2013: $156,552Net Income 2013: $242,5992013Revenue 2014: $865,144Expenses 2014: $276,306Net Income 2014: $588,8382014Revenue 2015: $135,456Expenses 2015: $222,488Net Income 2015: -$87,0322015Revenue 2016: $1,118,209Expenses 2016: $495,298Net Income 2016: $622,9112016Revenue 2017: $232,152Expenses 2017: $363,029Net Income 2017: -$130,8772017Revenue 2018: $2,595,414Expenses 2018: $467,773Net Income 2018: $2,127,6412018Revenue 2019: $158,528Expenses 2019: $369,393Net Income 2019: -$210,8652019Revenue 2020: $297,133Expenses 2020: $412,307Net Income 2020: -$115,1742020Revenue 2021: $207,443Expenses 2021: $475,763Net Income 2021: -$268,3202021Revenue 2022: $497,256Expenses 2022: $375,213Net Income 2022: $122,0432022Revenue 2023: $458,247Expenses 2023: $571,306Net Income 2023: -$113,0592023Revenue 2024: $1,052,623Expenses 2024: $2,891,688Net Income 2024: -$1,839,0652024

Highlighted filing

2024

Revenue$1,052,623
Expenses$2,891,688
Net Income-$1,839,065

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.58$0.00$8.58$1.05$2.89$1.84
2023Summary only. Only limited summary data is available for this year.$10.3$0.00$0.46$0.57$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.90$0.00$9.90$0.50$0.38$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.00$12.0$0.21$0.48$0.27
2020Summary only. Only limited summary data is available for this year.$10.8$0.00$0.30$0.41$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.98$0.00$9.98$0.16$0.37$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.62$0.00$8.62$2.60$0.47$2.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.59$0.00$5.59$0.23$0.36$0.13
2016Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$1.12$0.50$0.62
2015Summary only. Only limited summary data is available for this year.$5.10$0.00$0.14$0.22$0.09
2014Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.87$0.28$0.59
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.60$0.00$4.60$0.40$0.16$0.24
2012Summary only. Only limited summary data is available for this year.$4.35$0.00$1.22$1.29$0.07
2011Summary only. Only limited summary data is available for this year.$4.43$0.00$0.14$2.16$2.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN L MCCABETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Evert Foundation
EIN
41-6543299
Address
SUITE 1500, MINNEAPOLIS, MN 55402

Signing Officer

Name
Ann L Mccabe
Title
Trustee
Signed
2025-11-10

Preparer

Firm
Fredrikson & Byron Pa
Address
60 S 6TH ST STE 1500, MINNEAPOLIS, MN 55402-4443
Preparer
John L Nelson
Phone
6124927000
Raw XML Appendix239 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.

Path#Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0819767
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0INVESTMENT ACCOUNT
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0110055
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0109717
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08580286
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010309634
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0432925
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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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/AppliedToCurrentYearAmt0432925
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0432925
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01995110
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01995110
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02826881
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01995110
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01995110
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0398846
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0109717
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN VALUE OF INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt059429
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt059429
TaxesSchedule/TaxesDetail/Amt05378
TaxesSchedule/TaxesDetail/CategoryTxt0TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05378
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN L MCCABE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERT FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt060 SOUTH SIXTH STREET
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0416543299
ReturnHeader/Filer/USAddress/AddressLine1Txt0SUITE 1500
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055402
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410971937
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FREDRIKSON & BYRON PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt060 S 6TH ST STE 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0554024443
ReturnHeader/PreparerPersonGrp/PhoneNum06124927000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN L NELSON
ReturnHeader/ReturnTs02025-11-17T14:23:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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