Civic Intelligence

Evert Foundation 60 South Sixth Street

990PF • Fiscal year 2014 • EIN 41-6543299

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 29, 2015

Organization Profile
200 South Sixth Street Room 4000Minneapolis, MN 55402

(612) 492-7000

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

93rd percentile

68%

Higher net margin than 93% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

26th percentile

$0

Higher top officer pay than 26% of similar nonprofits.

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

79th percentile

13%

Faster asset growth than 79% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

93rd percentile

117%

Faster revenue growth than 93% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$5,184,866

Up $588,838 (+13%) from 2013

Net Assets

Up

$5,184,866

Up $588,838 (+13%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin93rd percentile

Revenue

Up

$865,144

Up $465,993 (+117%) from 2013

Expenses

Up

$276,306

Up $119,754 (+76%) from 2013

Net Income

Up

$588,838

Up $346,239 (+143%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$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

2014

Assets$5,184,866
Liabilities$0
Net Assets$5,184,866
Open 2014 Filing

Operations Trend

Revenue Growth93rd percentile

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

2014

Revenue$865,144
Expenses$276,306
Net Income$588,838
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 29, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lindsay E McCabeTrustee-$0--
Ann L McCabeTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Evert Foundation
EIN
41-6543299
Phone
6124927000
Address
200 South Sixth Street Room 4000, Minneapolis, MN 55402

Signing Officer

Name
Lindsay McCabe
Title
Trustee
Signed
2015-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Fredrikson & Byron PA
Address
200 S 6th St 4000, Minneapolis, MN 55402
Preparer
John L Nelson
Phone
6124927000
Raw XML Appendix299 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/BasisAmt01971378
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt02647600
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0676222
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Schwab Account
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt02030587
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt02030587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02575146
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04230326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Schwab Account
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0188922
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0676222
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0865144
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0865144
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0676222
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0245000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0245000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0188922
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0188922
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0588838
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02647600
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0676222
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0843838
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt021306
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt021306
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010000
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0865144
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0865144
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt021306
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt031306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01971378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0676222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0676222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02647600
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0676222
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0588838
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05184866
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04596028
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05184866
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0314295
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0314295
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0314295
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0331172
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt016877
IRS990PF/DistributableAmountGrp/TotalTaxAmt016877
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt086
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02241
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt016877
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt02241
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt016877
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt016877
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt014722
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02241
IRS990PF/FMVAssetsEOYAmt06840046
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01665177
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02030587
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02030587
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02342963
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02575146
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04230326
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0587888
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0579133
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0579133
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04596028
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05184866
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06840046
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04596028
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05184866
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04596028
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05184866
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt04596028
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt05184866
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06724309
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0627001
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06097308
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0100865
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0331172
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06623444
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06724309
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Lindsay E McCabe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Ann L McCabe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05321 Minnehaha Boulevard
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15321 Minnehaha Boulevard
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Edina
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Edina
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0554241406
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1554241406
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01135411
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01143849
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0145000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01272877
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02158622
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0275977
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0276843
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000.171423
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt0000.030851
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt0000.293271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt0000.439125
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt0000.041703
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt0000.052166
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt08438
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt06623444
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04699939
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04340279
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04915732
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06617722
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05306993
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0245000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000.857116
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0245000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0245000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0245000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0John Nelson
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0200 South Sixth Street Suite 4000
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Minneapolis
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055402
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06124927000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2105000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General use of charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General use of charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General use of charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6General use of charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7General use of charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NAMI Minnesota
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Salvation Army
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Saint Mary's University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Second Harvest Heartland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Children's Theatre Company
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Council on Educational Standards and Accountability
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Union Gospel Mission
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7City of Lakes Rotary Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0800 Transfer Road Suite 31
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11010 Currie Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22500 Park Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31140 Gervais Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42400 3rd Avenue S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53200 Goshen Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt677 East 9th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO Box 52069
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Saint Paul
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Minneapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Minneapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Saint Paul
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Minneapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Newtown Square
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Saint Paul
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Minneapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd255404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd355109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd455404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd519073
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd655101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd755402
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0245000
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/AppliedToCurrentYearAmt0245000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0314295
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt069295
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01080109
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01530669
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt069295
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02541483
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01080109
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01461374
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0245000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02541483
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02610778
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt021306
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt021306
TaxesSchedule/TaxesDetail/Amt010000
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on investment income
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lindsay McCabe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Evert Foundation
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0416543299
ReturnHeader/Filer/PhoneNum06124927000
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 South Sixth Street Room 4000
ReturnHeader/Filer/USAddress/CityNm0Minneapolis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055402
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fredrikson & Byron PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 S 6th St 4000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Minneapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055402
ReturnHeader/PreparerPersonGrp/PhoneNum06124927000
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John L Nelson
ReturnHeader/ReturnTs02015-04-29T08:38:47-00:00
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
$5,184,866
Liabilities
$0
Net assets
$5,184,866
Revenue
$865,144
Expenses
$276,306
Net income
$588,838
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