Civic Intelligence

Evert Foundation 60 South Sixth Street

990PF • Fiscal year 2020 • EIN 41-6543299

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Suite 4000Minneapolis, MN 55402

(612) 492-7000

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

13th percentile

-39%

Higher net margin than 13% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

60th percentile

8.4%

Faster asset growth than 60% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

87%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Flat

$10,811,869

Flat from 2020

Net Assets

$10,811,869

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue

Flat

$297,133

Flat from 2020

Expenses

Flat

$412,307

Flat from 2020

Net Income

Flat

-$115,174

Flat from 2020

Historical Trend

Balance Sheet Trend

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: $0Net Assets 2020: $10,811,8692020Assets 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

2020

Assets$10,811,869
Liabilities$0
Net Assets$10,811,869

Operations Trend

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 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

2020

Revenue$297,133
Expenses$412,307
Net Income-$115,174
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

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

Filer

Filer Name
Evert Foundation
EIN
41-6543299
Address
SUITE 4000, MINNEAPOLIS, MN 55402

Signing Officer

Name
Lindsay E Mccabe
Title
Trustee
Signed
2021-11-15

Preparer

Firm
Fredrikson & Byron Pa
Address
200 S 6TH STREET SUITE 4000, MINNEAPOLIS, MN 55402
Preparer
John L Nelson
Phone
6124927000
Raw XML Appendix248 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt03698620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06866139
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt06866139
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INVESTMENT ACCOUNT
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0948480
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09978563
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010811869
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0475066
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0475066
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0475066
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0478327
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03261
IRS990PF/DistributableAmountGrp/TotalTaxAmt03261
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03261
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03261
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04587
IRS990PF/FMVAssetsEOYAmt010811869
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0342588
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09369635
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0145683
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0478327
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09566540
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09712223
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANN L MCCABE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05321 MINNEHAHA BOULEVARD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0EDINA
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0347000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0347000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0347000
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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 L NELSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06124927000
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNDERTOLD STORIES PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL USE OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL USE OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL USE OF CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LUTHERAN SOCAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNION GOSPEL MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FIREFLY SISTERHOOD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2376 WESTERN AVE N
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ST PAUL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MN
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0475066
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt047601
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010490
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt058091
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0347000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt058091
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt069975
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0948480
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN VALUE OF INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt062540
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt062540
TaxesSchedule/TaxesDetail/Amt02767
TaxesSchedule/TaxesDetail/CategoryTxt0TAX ON INVESTMENT INCOME
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDSAY E MCCABE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERT FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0200 SOUTH SIXTH STREET
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0416543299
ReturnHeader/Filer/USAddress/AddressLine1Txt0SUITE 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 STREET SUITE 4000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055402
ReturnHeader/PreparerPersonGrp/PhoneNum06124927000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN L NELSON
ReturnHeader/ReturnTs02021-11-15T10:58:15-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LINDSAY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCCABE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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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
2020Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.30$0.41$0.12
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