Civic Intelligence

Evert Foundation 60 South Sixth Street

990PF • Fiscal year 2023 • EIN 41-6543299

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

Organization Profile
Suite 1500Minneapolis, 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.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

17th percentile

-25%

Higher net margin than 17% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

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.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

49th percentile

4.2%

Faster asset growth than 49% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

28th percentile

-7.8%

Faster revenue growth than 28% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Flat

$10,309,634

Flat from 2023

Net Assets

$10,309,634

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin17th percentile

Revenue

Flat

$458,247

Flat from 2023

Expenses

Flat

$571,306

Flat from 2023

Net Income

Flat

-$113,059

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth49th 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: $0Net Assets 2023: $10,309,6342023Assets 2023: $10,309,634Liabilities 2023: $12023Assets 2024: $8,580,286Liabilities 2024: $0Net Assets 2024: $8,580,2862024

Highlighted filing

2023

Assets$10,309,634
Liabilities$0
Net Assets$10,309,634
Open 2023 Filing

Operations Trend

Revenue Growth28th 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 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

2023

Revenue$458,247
Expenses$571,306
Net Income-$113,059
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN L MCCABETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSAINT MARY'S UNIVERSITYHENDRICKSON INSTITUTEPCWINONA, MN, US$300,000
Paid GrantUNIVERSITY OF ST THOMASUNDERTOLD STORIES PROJECTPCST PAUL, MN, US$200,000
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
2024-11-13

Preparer

Firm
Fredrikson & Byron Pa
Address
60 S 6TH ST STE 1500, MINNEAPOLIS, MN 55402-4443
Preparer
John L Nelson
Phone
6124927000
Raw XML Appendix227 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/BasisAmt02154472
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt02387175
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0232703
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0INVESTMENT ACCOUNT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt03376873
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt03376873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06268644
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt06268644
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INVESTMENT ACCOUNT
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0134865
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0232703
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt090679
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0458247
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0458247
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0232703
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0500000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0500000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0134865
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0134865
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-113059
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02387175
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt090679
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt090679
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0232703
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0386941
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt065063
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt065063
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06243
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06243
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0500000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt071306
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0571306
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0458247
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0458247
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt071306
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt071306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0232703
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-113059
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0525739
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010309634
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09896954
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010309634
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0487970
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0487970
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0487970
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0493348
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05378
IRS990PF/DistributableAmountGrp/TotalTaxAmt05378
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0818
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0272
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0537
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt05931
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05378
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0818
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05378
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05378
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06468
IRS990PF/FMVAssetsEOYAmt010309634
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0353206
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0664117
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0664117
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03242203
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03376873
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03376873
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06301545
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06268644
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06268644
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt09896954
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt010309634
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09896954
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010309634
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010309634
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09896954
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010309634
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09896954
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010309634
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010017223
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0377633
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09639590
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0150258
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0493348
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09866965
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010017223
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANN L MCCABE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05321 MINNEHAHA BOULEVARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0EDINA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0554241406
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0500000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0500000
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
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt060 SOUTH SIXTH STREET SUITE 1500
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
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1300000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNDERTOLD STORIES PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1HENDRICKSON INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF ST THOMAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SAINT MARY'S UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02115 SUMMIT AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1700 TERRACE HEIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0STE 21
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WINONA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155987
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0500000
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/AppliedToCurrentYearAmt089124
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0410876
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0487970
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0500000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0398846
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0410876
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0525739
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN VALUE OF INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt065063
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt065063
TaxesSchedule/TaxesDetail/Amt06243
TaxesSchedule/TaxesDetail/CategoryTxt0TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06243
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN L MCCABE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN L NELSON
ReturnHeader/ReturnTs02024-11-13T13:55:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,309,634
Liabilities
$0
Net assets
$10,309,634
Revenue
$458,247
Expenses
$571,306
Net income
-$113,059
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
2023Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.46$0.57$0.11
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