Civic Intelligence

Pancratz Family Foundation

990 • Fiscal year 2020 • EIN 43-1968320

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

Organization ProfileN/A
409 7th St SFargo, ND 58103

(701) 234-0756

Siviq Scores

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

Liabilities / Assets

80th percentile

0.00x

Higher debt load relative to assets than 80% of similar nonprofits.

2020 filings • NTEE T • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

86th percentile

0.11x

Higher debt load relative to revenue than 86% of similar nonprofits.

2020 filings • NTEE T • $5M-$10M nonprofits • Source year 2020

Net Margin

65th percentile

40%

Higher net margin than 65% of similar nonprofits.

2020 filings • NTEE T • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

94th percentile

$154,714

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 2313.3% of source-year revenue.

2020 filings • NTEE T • $5M-$10M nonprofits • Source year 2020

Asset Growth

78th percentile

13%

Faster asset growth than 78% of similar nonprofits.

2020 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

-21%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$299,676

Up $33,847 (+13%) from 2019

Net Assets

Up

$298,950

Up $33,879 (+13%) from 2019

Liabilities

Down

$726

Down $32 (-4.2%) from 2019

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin65th percentile

Revenue

Down

$6,688

Down $1,824 (-21%) from 2019

Expenses

Down

$4,033

Down $14,306 (-78%) from 2019

Net Income

Up

$2,655

Up $12,482 (+127%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$400K$300K$200K$100K$0Assets 2010: $197,750Liabilities 2010: $439Net Assets 2010: $197,3112010Assets 2011: $185,611Liabilities 2011: $393Net Assets 2011: $185,2182011Assets 2012: $163,341Liabilities 2012: $365Net Assets 2012: $162,9762012Assets 2013: $169,642Liabilities 2013: $370Net Assets 2013: $169,2722013Assets 2014: $177,012Liabilities 2014: $395Net Assets 2014: $176,6172014Assets 2015: $175,151Liabilities 2015: $495Net Assets 2015: $174,6562015Assets 2016: $179,299Liabilities 2016: $508Net Assets 2016: $178,7912016Assets 2017: $257,252Liabilities 2017: $724Net Assets 2017: $256,5282017Assets 2018: $235,827Liabilities 2018: $0Net Assets 2018: $235,8272018Assets 2019: $265,829Liabilities 2019: $758Net Assets 2019: $265,0712019Assets 2020: $299,676Liabilities 2020: $726Net Assets 2020: $298,9502020Assets 2021: $324,960Liabilities 2021: $1,960Net Assets 2021: $323,0002021Assets 2022: $262,125Liabilities 2022: $808Net Assets 2022: $261,3172022Assets 2023: $289,266Liabilities 2023: $814Net Assets 2023: $288,4522023Assets 2024: $316,757Liabilities 2024: $6,624Net Assets 2024: $310,1332024

Highlighted filing

2020

Assets$299,676
Liabilities$726
Net Assets$298,950
Open 2020 Filing

Operations Trend

Revenue Growth37th percentile

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

$100K$50K$0-$50KRevenue 2010: $8,827Expenses 2010: $6,382Net Income 2010: $2,4452010Revenue 2011: $6,802Expenses 2011: $13,379Net Income 2011: -$6,5772011Expenses 2012: $38,6762012Revenue 2013: $11,152Expenses 2013: $12,578Net Income 2013: -$1,4262013Revenue 2014: $12,135Expenses 2014: $4,178Net Income 2014: $7,9572014Revenue 2015: $10,802Expenses 2015: $2,993Net Income 2015: $7,8092015Revenue 2016: $8,547Expenses 2016: $4,993Net Income 2016: $3,5542016Revenue 2017: $92,224Expenses 2017: $23,232Net Income 2017: $68,9922017Revenue 2018: $29,489Expenses 2018: $9,090Net Income 2018: $20,3992018Revenue 2019: $8,512Expenses 2019: $18,339Net Income 2019: -$9,8272019Revenue 2020: $6,688Expenses 2020: $4,033Net Income 2020: $2,6552020Revenue 2021: $17,991Expenses 2021: $15,511Net Income 2021: $2,4802021Revenue 2022: $6,942Expenses 2022: $11,498Net Income 2022: -$4,5562022Revenue 2023: $13,439Expenses 2023: $13,665Net Income 2023: -$2262023Revenue 2024: $14,648Expenses 2024: $9,173Net Income 2024: $5,4752024

Highlighted filing

2020

Revenue$6,688
Expenses$4,033
Net Income$2,655
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 1, 2021
Return Version
2020v4.1
Gross Receipts
$5,909,721
Mission and Program Overview

Mission

Impactful investments that create opportunities and change lives as well as enhance our local communities (both in north dakota and colorado) - with a focus on education, women and children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$265,829$299,676▲ $33,847
Total Assets$265,829$299,676▲ $33,847
Liabilities
Accounts Payable and Accrued Expenses$758$726▼ $32
Total Liabilities$758$726▼ $32
Net Assets / Fund Balance
Net Assets With Donor Restrictions$265,071$298,950▲ $33,879
Total Net Assets Fund Balance$265,071$298,950▲ $33,879
Total Liabilities and Net Assets / Fund Balance$265,829$299,676▲ $33,847
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Linda PancratzChair
Kris ComptonVice Chair
Elizabeth PancratzDirector
Marilyn GuyDirector
Timothy BeatonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$6,688
Other Revenue
$0
Change in Net Assets
$2,655
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,033
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$2,846-$2,846
Fees for Service Investment Mgmnt Fees-$777-$777
Other Expenses-$410-$410
Total Functional Expenses$0$4,033$0$4,033
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Elizabeth pancratz and linda pancratz have a family relationship.”

Form 990, Part VI, Section A, Line 8B

“There are no separate committees, entire board makes decisions”

Form 990, Part VI, Section B, Line 11B

“Reviewed by the signor of the return”

Form 990, Part VI, Section B, Line 12C

“A list of possible conflicts is presented at the annual meeting before any actions are taken”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request at the fargo-moorhead area foundation office.”

Filing and Contact Details

Filer

Filer Name
Elm Family Foundation
EIN
43-1968320
Phone
7012340756
Address
409 7TH ST S, FARGO, ND 58103

Signing Officer

Name
Eric Wilkie
Title
Executive Director
Phone
7012340756
Signed
2021-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Wilkie
Formed
2002
Legal Domicile
Nd
Voting Board Members
5
Independent Board Members
3
Employees
0
Volunteers
5

Preparer

Firm
Widmer Roel Pc
Address
4220 31ST AVE S, FARGO, ND 58104
Preparer
Tracee S Buethner CPA
Phone
7012376022
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“Process has not changed from prior year”

Financial Statement Notes

PART X, LINE 2:

“The foundation is exempt from payment of federal income taxes under the provisions of section 501(c)(3) of the code. The elm family foundation and the william c. And jane b. Marcil family foundation also are exempt from payment of federal income taxes under section 501(c)(3) of the internal revenue code. The foundation is required to record a liability for uncertain tax positions when it is probable that a loss has been incurred and the amount can be reasonable estimated. As of december 31, 2020 and 2021, no such liability existed. Management will continually evaluate expiring statutes of limitations, audits, proposed settlements, changes in tax law, and new authoritative rulings.”

Raw XML Appendix378 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM PAYMENT OF FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE CODE. THE ELM FAMILY FOUNDATION AND THE WILLIAM C. AND JANE B. MARCIL FAMILY FOUNDATION ALSO ARE EXEMPT FROM PAYMENT OF FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS REQUIRED TO RECORD A LIABILITY FOR UNCERTAIN TAX POSITIONS WHEN IT IS PROBABLE THAT A LOSS HAS BEEN INCURRED AND THE AMOUNT CAN BE REASONABLE ESTIMATED. AS OF DECEMBER 31, 2020 AND 2021, NO SUCH LIABILITY EXISTED. MANAGEMENT WILL CONTINUALLY EVALUATE EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW, AND NEW AUTHORITATIVE RULINGS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ELIZABETH PANCRATZ AND LINDA PANCRATZ HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO SEPARATE COMMITTEES, ENTIRE BOARD MAKES DECISIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED BY THE SIGNOR OF THE RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A LIST OF POSSIBLE CONFLICTS IS PRESENTED AT THE ANNUAL MEETING BEFORE ANY ACTIONS ARE TAKEN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE FARGO-MOORHEAD AREA FOUNDATION OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROCESS HAS NOT CHANGED FROM PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0FARGO-MOORHEAD AREA FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0456010377
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0ND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0COMMUNITY TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 8
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0409 7TH ST S
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0FARGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0ND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd058103
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0265829
IRS990/TotalAssetsEOYAmt0299676
IRS990/TotalAssetsGrp/BOYAmt0265829
IRS990/TotalAssetsGrp/EOYAmt0299676
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04033
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04033
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0758
IRS990/TotalLiabilitiesEOYAmt0726
IRS990/TotalLiabilitiesGrp/BOYAmt0758
IRS990/TotalLiabilitiesGrp/EOYAmt0726
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0265071
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0298950
IRS990/TotalOtherCompensationAmt08502
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt06688
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06688
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0265829
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0299676
IRS990/TotReportableCompRltdOrgAmt0146212
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0409 7TH ST S
IRS990/USAddress/CityNm0FARGO
IRS990/USAddress/StateAbbreviationCd0ND
IRS990/USAddress/ZIPCd058103
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC WILKIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07012340756
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELM FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ELMF
ReturnHeader/Filer/EIN0431968320
ReturnHeader/Filer/PhoneNum07012340756
ReturnHeader/Filer/USAddress/AddressLine1Txt0409 7TH ST S
ReturnHeader/Filer/USAddress/CityNm0FARGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ND
ReturnHeader/Filer/USAddress/ZIPCd058103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450334950
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIDMER ROEL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04220 31ST AVE S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd058104
ReturnHeader/PreparerPersonGrp/PhoneNum07012376022
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACEE S BUETHNER CPA
ReturnHeader/ReturnTs02021-11-05T08:59:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ERIC
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILKIE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$299,676
Liabilities
$726
Net assets
$298,950
Revenue
$6,688
Expenses
$4,033
Net income
$2,655
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.17$0.07$3.10$0.15$0.09$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.01$2.88$0.13$0.14$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.62$0.01$2.61$0.07$0.11$0.05
2021Summary only. Only limited summary data is available for this year.$3.25$0.02$3.23$0.18$0.16$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.00$0.01$2.99$0.07$0.04$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.01$2.65$0.09$0.18$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$0.29$0.09$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.01$2.57$0.92$0.23$0.69
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.01$1.79$0.09$0.05$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.11$0.03$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.12$0.04$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.69$0.11$0.13$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.00$1.63$0.39
2011Summary only. Only limited summary data is available for this year.$1.86$0.00$1.85$0.07$0.13$0.07
2010Summary only. Only limited summary data is available for this year.$1.98$0.00$1.97$0.09$0.06$0.02